Valeriechan的个人主页 - 老虎社区

Valeriechan

Valeriechan

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2021-11-07

Hi

抱歉，原内容已删除

2021-10-07

[Cool]

抱歉，原内容已删除

2021-11-22

[Cool]

Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>

2021-09-02

[Cool]

抱歉，原内容已删除

2021-12-09

[Cool]

抱歉，原内容已删除

2021-10-13

[Cool]

抱歉，原内容已删除

2021-12-16

G

Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>

2021-12-06

[Cool]

Applied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗 2022 年的首选芯片。英伟达排名第三。</blockquote>

2021-11-09

[Cry]

Opinion: Why a Fed rate hike could be just the medicine stocks need to keep this bull market going<blockquote>观点：为什么美联储加息可能只是股市维持牛市所需的良药</blockquote>

2021-11-08

[Cool]

Mark Cuban-backed FiscalNote to go public via $1.3 billion SPAC deal<blockquote>马克·库班支持的财政票据将通过 13 亿美元的 SPAC 交易上市</blockquote>

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@Valeriechan:h//@Valeriechan:6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638549072","repostId":"638260492","repostType":1,"repost":{"id":638260492,"gmtCreate":1645349040000,"gmtModify":1645373215774,"author":{"id":"3538087091501291","authorId":"3538087091501291","name":"小镇做T家","avatar":"https://static.tigerbbs.com/7ef0ee32208f951b13f627ec6aa4ea3c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538087091501291","authorIdStr":"3538087091501291"},"themes":[],"title":"牛市的内在条件已成熟","htmlText":"这是「小镇做T家」的第 114 篇原创内容。 1月份的货币供应量数据一出，牛市已隐约可见。 为什么这么说？因为1月份的货币供应量显示【年度流动性大底】已悄然而至，再加上1月份已经出现的【年度情绪大底】，这两个最重要的市场风向标均已迎来七年一度的底部。 那么剩下的，就是【年度行情】的兑现了。 何为年度流动性大底？ 长期流动性的核心指标，就是【M1-M2增速差】。 先简单介绍一下基本概念：M1、M2都是货币供应量（即流动性）指标，再加上一个M0，构成了货币供应量三兄弟，它们三个是包含与被包含的关系。M3因为不常用所以我们略过不讲。 M0、M1、M2是根据流动性(变现能力)来划分的。 M0最小，它特指流通中的现金，所以流动性最大。 M1=M0 ＋ 可开支票进行支付的单位活期存款。单位活期存款也是能够随时变现的，所以流动性虽不及M0，但要大于M2。 M2=M1 ＋ 居民储蓄存款 ＋ 单位定期存款 ＋ 单位其他存款 ＋ 证券公司客户保证金。（M2不都是随时可以提取出来的，代表的是未来潜在的购买力） 概念介绍完毕，进入正题： 如果M1增速大于M2增速，说明流动性较强的部分比如活期存款增速更快，意味着企业的活期存款增速大于定期存款增速，企业和居民交易活跃，微观主体盈利能力较强，经济景气度上升，投资意愿强，比如企业和个人愿意将流动资金用于买股票。 相反，如果M1增速小于M2增速，说明表明企业和居民选择将资金以定期的形式存在银行，微观个体盈利能力下降，未来可选择的投资机会有限，钱不愿意进入实体循环中，都堆积在金融体系内，活期存款大量转变为较高利息的定期存款。也就是不愿意投资了，选择躺平吃银行利息。 所以我们可以发现：【M1-M2增速差】和股市走势密切相关。在【M1-M2增速差】上涨期间，股市往往是上行趋势；在【M1-M2增速差】下跌期间，股市往往是下行趋势。 尤其是当【M1-M2增速差】负值","listText":"这是「小镇做T家」的第 114 篇原创内容。 1月份的货币供应量数据一出，牛市已隐约可见。 为什么这么说？因为1月份的货币供应量显示【年度流动性大底】已悄然而至，再加上1月份已经出现的【年度情绪大底】，这两个最重要的市场风向标均已迎来七年一度的底部。 那么剩下的，就是【年度行情】的兑现了。 何为年度流动性大底？ 长期流动性的核心指标，就是【M1-M2增速差】。 先简单介绍一下基本概念：M1、M2都是货币供应量（即流动性）指标，再加上一个M0，构成了货币供应量三兄弟，它们三个是包含与被包含的关系。M3因为不常用所以我们略过不讲。 M0、M1、M2是根据流动性(变现能力)来划分的。 M0最小，它特指流通中的现金，所以流动性最大。 M1=M0 ＋ 可开支票进行支付的单位活期存款。单位活期存款也是能够随时变现的，所以流动性虽不及M0，但要大于M2。 M2=M1 ＋ 居民储蓄存款 ＋ 单位定期存款 ＋ 单位其他存款 ＋ 证券公司客户保证金。（M2不都是随时可以提取出来的，代表的是未来潜在的购买力） 概念介绍完毕，进入正题： 如果M1增速大于M2增速，说明流动性较强的部分比如活期存款增速更快，意味着企业的活期存款增速大于定期存款增速，企业和居民交易活跃，微观主体盈利能力较强，经济景气度上升，投资意愿强，比如企业和个人愿意将流动资金用于买股票。 相反，如果M1增速小于M2增速，说明表明企业和居民选择将资金以定期的形式存在银行，微观个体盈利能力下降，未来可选择的投资机会有限，钱不愿意进入实体循环中，都堆积在金融体系内，活期存款大量转变为较高利息的定期存款。也就是不愿意投资了，选择躺平吃银行利息。 所以我们可以发现：【M1-M2增速差】和股市走势密切相关。在【M1-M2增速差】上涨期间，股市往往是上行趋势；在【M1-M2增速差】下跌期间，股市往往是下行趋势。 尤其是当【M1-M2增速差】负值","text":"这是「小镇做T家」的第 114 篇原创内容。 1月份的货币供应量数据一出，牛市已隐约可见。 为什么这么说？因为1月份的货币供应量显示【年度流动性大底】已悄然而至，再加上1月份已经出现的【年度情绪大底】，这两个最重要的市场风向标均已迎来七年一度的底部。 那么剩下的，就是【年度行情】的兑现了。 何为年度流动性大底？ 长期流动性的核心指标，就是【M1-M2增速差】。 先简单介绍一下基本概念：M1、M2都是货币供应量（即流动性）指标，再加上一个M0，构成了货币供应量三兄弟，它们三个是包含与被包含的关系。M3因为不常用所以我们略过不讲。 M0、M1、M2是根据流动性(变现能力)来划分的。 M0最小，它特指流通中的现金，所以流动性最大。 M1=M0 ＋ 可开支票进行支付的单位活期存款。单位活期存款也是能够随时变现的，所以流动性虽不及M0，但要大于M2。 M2=M1 ＋ 居民储蓄存款 ＋ 单位定期存款 ＋ 单位其他存款 ＋ 证券公司客户保证金。（M2不都是随时可以提取出来的，代表的是未来潜在的购买力） 概念介绍完毕，进入正题： 如果M1增速大于M2增速，说明流动性较强的部分比如活期存款增速更快，意味着企业的活期存款增速大于定期存款增速，企业和居民交易活跃，微观主体盈利能力较强，经济景气度上升，投资意愿强，比如企业和个人愿意将流动资金用于买股票。 相反，如果M1增速小于M2增速，说明表明企业和居民选择将资金以定期的形式存在银行，微观个体盈利能力下降，未来可选择的投资机会有限，钱不愿意进入实体循环中，都堆积在金融体系内，活期存款大量转变为较高利息的定期存款。也就是不愿意投资了，选择躺平吃银行利息。 所以我们可以发现：【M1-M2增速差】和股市走势密切相关。在【M1-M2增速差】上涨期间，股市往往是上行趋势；在【M1-M2增速差】下跌期间，股市往往是下行趋势。 尤其是当【M1-M2增速差】负值","images":[{"img":"https://static.tigerbbs.com/3f690d8ed1cf47a98b7c0891919f1191"},{"img":"https://static.tigerbbs.com/5e75e587169f4c8e854d8c4a5a42ba59"},{"img":"https://static.tigerbbs.com/779d364c930a44d49c9ec438b0f8243b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638260492","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638269852,"gmtCreate":1645360198812,"gmtModify":1645360199281,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"b","listText":"b","text":"b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638269852","repostId":"1117918326","repostType":4,"repost":{"id":"1117918326","kind":"news","pubTimestamp":1645317671,"share":"https://www.laohunote.com/m/news/1117918326?lang=zh_CN&edition=full","pubTime":"2022-02-20 08:41","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Apple by 2035<blockquote>到 2035 年，3 只股票的价值可能超过苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117918326","media":"Motley Fool","summary":"Apple leads the market cap race with $2.8 trillion in valuation.","content":"<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>Amazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.</li><li>Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.</li><li>Apple wasn&#39;t on top of the market cap hill 13 years ago. It shouldn&#39;t surprise anyone if it&#39;s not on top 13 years from now.</li></ul><b>Apple</b> (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple&#39;s $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won&#39;t be on top forever. Go out 13 years and it wouldn&#39;t be a surprise to see someone else in that spot. Who can it be?</p><p><blockquote><ul><li>亚马逊和特斯拉的市值分别位居第四和第五，但它们在未来几年仍有很大的增长空间需要征服。</li><li>Shopify 比亚马逊或特斯拉小得多，但其独特的电子商务平台可能会使其在越来越多的人为自己工作或梦想副业的世界里占据全球主导地位。</li><li>13 年前，苹果还没有登上市值之巅。如果13年后它没有名列前茅，任何人都不应该感到惊讶。</li></ul><b>苹果</b>（纳斯达克股票代码：AAPL）是一头野兽，没有人会在短期内将它从市值之王山上推翻。苹果28亿美元的估值目前占据主导地位，但库比蒂诺的集体行为可能不会永远名列前茅。出去13年，看到其他人在那个位置上并不奇怪。会是谁？</blockquote></p><p>I think <b>Amazon</b> (NASDAQ:AMZN), <b>Tesla Motors</b> (NASDAQ:TSLA), and <b>Shopify</b> (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let&#39;s see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.</p><p><blockquote>我想<b>亚马逊</b>（纳斯达克股票代码：AMZN）<b>特斯拉</b>（纳斯达克股票代码：TSLA），以及<b>商店</b>（纽约证券交易所股票代码：SHOP）很有可能从苹果手中继承市值桂冠。让我们看看为什么这三家已经知名的公司都能在 2035 年成为最有价值的上市公司。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0458194138e6515c5ea46da963058\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><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>Amazon.com</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p>If you&#39;re like me, you lean a lot on Amazon these days. There&#39;s e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you&#39;re probably doing business with Amazon even when you don&#39;t realize that you&#39;re doing business with Amazon.</p><p><blockquote>如果你像我一样，这些天你非常依赖亚马逊。有电子商务、本地杂货配送、同名消费电子产品和越来越多的数字内容。凭借其广泛采用的AWS云平台，即使您没有意识到您正在与亚马逊做生意，您也可能正在与亚马逊做生意。</blockquote></p><p>Amazon&#39;s a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple&#39;s growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.</p><p><blockquote>亚马逊是一头野兽。净销售额增长 22%，达到 4,698 亿美元。苹果 2021 财年的营收仅为 3658 亿美元。当然，亚马逊目前经营的业务利润率较低。苹果应该得到更好的倍数。然而，亚马逊一直是更稳定的种植者。苹果的增长呈爆炸式增长。它经历了净销售额两位数的增长，但在接下来的两年里才得以实施。真的。看看过去十年的模式。亚马逊有一个更吸引人的模式。在过去的二十年里，它的净销售额每年都有两位数的增长。</blockquote></p><p>Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it&#39;s also easy to see how Amazon&#39;s consistent big steps could make it more valuable by 2035.</p><p><blockquote>苹果在其创新的高价产品的基础上，为其业务构建高利润服务组成部分方面做得非常出色。随着时间的推移，苹果应该会继续表现出色，但也很容易看出亚马逊持续的重大举措如何使其在 2035 年变得更有价值。</blockquote></p><p><b>Tesla Motors</b></p><p><blockquote><b>特斯拉</b></blockquote></p><p>This pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there&#39;s no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I&#39;m not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.</p><p><blockquote>这个选择将会是两极分化的。按市值计算，特斯拉已经是第五大最有价值的股票，而且不乏看跌者，因为每个销量较大的汽车制造商的交易价格都较低。我不是那些看空者之一，这不仅仅是因为传统汽车制造商经常负债累累的资产负债表和有问题的养老金义务。</blockquote></p><p>Tesla<i>is</i>different. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?</p><p><blockquote>特斯拉<i>是</i>不同的。现在每个人都在追逐电动汽车的潮流，但很难复制专有的超级充电站网络。很难赶上特斯拉的技术，那里的召回通常只是无线的软件更新。说到更新，你的车是否像特斯拉一样每隔几个月就会变得更好？</blockquote></p><p>Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla&#39;s growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals&#39; cars.</p><p><blockquote>苹果将硬件变成了大量高利润服务，特斯拉也做了同样的事情。特斯拉车主可以支付 12,000 美元（或每月 199 美元）购买全自动驾驶功能，埃隆·马斯克 (Elon Musk) 声称这将在今年晚些时候成为现实。特斯拉的增长令人惊叹，但空头犯的一个大错误是认为每辆下线的特斯拉的盈利潜力都与其发展缓慢的竞争对手的汽车相同。</blockquote></p><p><b>Shopify</b></p><p><blockquote><b>商店</b></blockquote></p><p>Let&#39;s go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year&#39;s all-time high. You still don&#39;t want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.</p><p><blockquote>让我们去寻找第三位候选人，成为 2035 年的国王。Shopify 比苹果小得多。它必须升值33倍才能赶上顶级狗。Shopify 最近也被证明是致命的，比去年的历史高点下跌了 63%。你仍然不想打赌反对快速增长的平台，这个平台正在让各种规模的公司和企业家成为现实。</blockquote></p><p>Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify&#39;s unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.</p><p><blockquote>去年收入增长 57%，其中本周公布的第四季度业绩中营收同比增长 41%。指引有点模糊，导致投资者为增长放缓做好准备。然而，Shopify的独特作用值得探索。有人可能会说，亚马逊也通过其巨大的市场帮助人们在线销售，但Shopify提供专业的独立数字店面。Shopify 还提供与越来越多的产品销售渠道的无缝集成，这与亚马逊不同，亚马逊希望企业通过其同名目的地。</blockquote></p><p></p><p>The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify&#39;s stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.</p><p><blockquote>零工经济将在未来几年继续扩张，Shopify将用即时在线商店武装创意和进取心。Shopify 的股票目前可能不受青睐，但它作为一只成长型股票还有很长的路要走。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Could Be Worth More Than Apple by 2035<blockquote>到 2035 年，3 只股票的价值可能超过苹果</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 Stocks That Could Be Worth More Than Apple by 2035<blockquote>到 2035 年，3 只股票的价值可能超过苹果</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\">2022-02-20 08:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Key Points</b></p><p><blockquote><html><head></head><body><b>要点</b></body></html></blockquote></p><p><ul><li>Amazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.</li><li>Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.</li><li>Apple wasn&#39;t on top of the market cap hill 13 years ago. It shouldn&#39;t surprise anyone if it&#39;s not on top 13 years from now.</li></ul><b>Apple</b> (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple&#39;s $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won&#39;t be on top forever. Go out 13 years and it wouldn&#39;t be a surprise to see someone else in that spot. Who can it be?</p><p><blockquote><ul><li>亚马逊和特斯拉的市值分别位居第四和第五，但它们在未来几年仍有很大的增长空间需要征服。</li><li>Shopify 比亚马逊或特斯拉小得多，但其独特的电子商务平台可能会使其在越来越多的人为自己工作或梦想副业的世界里占据全球主导地位。</li><li>13 年前，苹果还没有登上市值之巅。如果13年后它没有名列前茅，任何人都不应该感到惊讶。</li></ul><b>苹果</b>（纳斯达克股票代码：AAPL）是一头野兽，没有人会在短期内将它从市值之王山上推翻。苹果28亿美元的估值目前占据主导地位，但库比蒂诺的集体行为可能不会永远名列前茅。出去13年，看到其他人在那个位置上并不奇怪。会是谁？</blockquote></p><p>I think <b>Amazon</b> (NASDAQ:AMZN), <b>Tesla Motors</b> (NASDAQ:TSLA), and <b>Shopify</b> (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let&#39;s see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.</p><p><blockquote>我想<b>亚马逊</b>（纳斯达克股票代码：AMZN）<b>特斯拉</b>（纳斯达克股票代码：TSLA），以及<b>商店</b>（纽约证券交易所股票代码：SHOP）很有可能从苹果手中继承市值桂冠。让我们看看为什么这三家已经知名的公司都能在 2035 年成为最有价值的上市公司。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9b0458194138e6515c5ea46da963058\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><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>Amazon.com</b></p><p><blockquote><b>亚马逊</b></blockquote></p><p>If you&#39;re like me, you lean a lot on Amazon these days. There&#39;s e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you&#39;re probably doing business with Amazon even when you don&#39;t realize that you&#39;re doing business with Amazon.</p><p><blockquote>如果你像我一样，这些天你非常依赖亚马逊。有电子商务、本地杂货配送、同名消费电子产品和越来越多的数字内容。凭借其广泛采用的AWS云平台，即使您没有意识到您正在与亚马逊做生意，您也可能正在与亚马逊做生意。</blockquote></p><p>Amazon&#39;s a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple&#39;s growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.</p><p><blockquote>亚马逊是一头野兽。净销售额增长 22%，达到 4,698 亿美元。苹果 2021 财年的营收仅为 3658 亿美元。当然，亚马逊目前经营的业务利润率较低。苹果应该得到更好的倍数。然而，亚马逊一直是更稳定的种植者。苹果的增长呈爆炸式增长。它经历了净销售额两位数的增长，但在接下来的两年里才得以实施。真的。看看过去十年的模式。亚马逊有一个更吸引人的模式。在过去的二十年里，它的净销售额每年都有两位数的增长。</blockquote></p><p>Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it&#39;s also easy to see how Amazon&#39;s consistent big steps could make it more valuable by 2035.</p><p><blockquote>苹果在其创新的高价产品的基础上，为其业务构建高利润服务组成部分方面做得非常出色。随着时间的推移，苹果应该会继续表现出色，但也很容易看出亚马逊持续的重大举措如何使其在 2035 年变得更有价值。</blockquote></p><p><b>Tesla Motors</b></p><p><blockquote><b>特斯拉</b></blockquote></p><p>This pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there&#39;s no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I&#39;m not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.</p><p><blockquote>这个选择将会是两极分化的。按市值计算，特斯拉已经是第五大最有价值的股票，而且不乏看跌者，因为每个销量较大的汽车制造商的交易价格都较低。我不是那些看空者之一，这不仅仅是因为传统汽车制造商经常负债累累的资产负债表和有问题的养老金义务。</blockquote></p><p>Tesla<i>is</i>different. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?</p><p><blockquote>特斯拉<i>是</i>不同的。现在每个人都在追逐电动汽车的潮流，但很难复制专有的超级充电站网络。很难赶上特斯拉的技术，那里的召回通常只是无线的软件更新。说到更新，你的车是否像特斯拉一样每隔几个月就会变得更好？</blockquote></p><p>Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla&#39;s growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals&#39; cars.</p><p><blockquote>苹果将硬件变成了大量高利润服务，特斯拉也做了同样的事情。特斯拉车主可以支付 12,000 美元（或每月 199 美元）购买全自动驾驶功能，埃隆·马斯克 (Elon Musk) 声称这将在今年晚些时候成为现实。特斯拉的增长令人惊叹，但空头犯的一个大错误是认为每辆下线的特斯拉的盈利潜力都与其发展缓慢的竞争对手的汽车相同。</blockquote></p><p><b>Shopify</b></p><p><blockquote><b>商店</b></blockquote></p><p>Let&#39;s go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year&#39;s all-time high. You still don&#39;t want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.</p><p><blockquote>让我们去寻找第三位候选人，成为 2035 年的国王。Shopify 比苹果小得多。它必须升值33倍才能赶上顶级狗。Shopify 最近也被证明是致命的，比去年的历史高点下跌了 63%。你仍然不想打赌反对快速增长的平台，这个平台正在让各种规模的公司和企业家成为现实。</blockquote></p><p>Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify&#39;s unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.</p><p><blockquote>去年收入增长 57%，其中本周公布的第四季度业绩中营收同比增长 41%。指引有点模糊，导致投资者为增长放缓做好准备。然而，Shopify的独特作用值得探索。有人可能会说，亚马逊也通过其巨大的市场帮助人们在线销售，但Shopify提供专业的独立数字店面。Shopify 还提供与越来越多的产品销售渠道的无缝集成，这与亚马逊不同，亚马逊希望企业通过其同名目的地。</blockquote></p><p></p><p>The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify&#39;s stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.</p><p><blockquote>零工经济将在未来几年继续扩张，Shopify将用即时在线商店武装创意和进取心。Shopify 的股票目前可能不受青睐，但它作为一只成长型股票还有很长的路要走。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/\">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":{"SHOP":"Shopify Inc","AMZN":"亚马逊","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/02/18/3-stocks-that-could-be-worth-more-than-apple-by-20/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117918326","content_text":"Key PointsAmazon and Tesla command the fourth- and fifth-largest market caps, respectively, but they have a lot of growth left to conquer in the coming years.Shopify is much smaller than Amazon or Tesla, but its unique e-commerce platform could make it globally dominant in a world where more and more people are working for themselves or dreaming up a side hustle.Apple wasn't on top of the market cap hill 13 years ago. It shouldn't surprise anyone if it's not on top 13 years from now.Apple (NASDAQ:AAPL) is a beast, and nobody is going to topple it from the king of the market cap hill anytime soon. Apple's $2.8 billion valuation is dominant right now, but the class act of Cupertino probably won't be on top forever. Go out 13 years and it wouldn't be a surprise to see someone else in that spot. Who can it be?I think Amazon (NASDAQ:AMZN), Tesla Motors (NASDAQ:TSLA), and Shopify (NYSE:SHOP) have fair shots to inherit the market cap crown from Apple. Let's see why each of these three already well-known companies can be the most valuable publicly traded company come 2035.IMAGE SOURCE: GETTY IMAGES.Amazon.comIf you're like me, you lean a lot on Amazon these days. There's e-commerce, local grocery deliveries, namesake consumer electronics, and a growing slate of digital content. With its widely adopted AWS cloud platform, you're probably doing business with Amazon even when you don't realize that you're doing business with Amazon.Amazon's a beast. Net sales rose 22% to $469.8 billion. Apple clocked in with just $365.8 billion on the top line for its fiscal 2021. Naturally, Amazon currently operates a lower-margin business. Apple deserves the better multiple. However, Amazon has been the more consistent grower. Apple's growth comes in spurts. It comes through with a fiscal year of double-digit growth in net sales, only to march in place the next two years. Really. Look up the pattern over the past decade. Amazon has a more attractive pattern. It has posted double-digit annual growth in net sales for the last two decades.Apple has done a great job of building a high-margin services component to its business on top of its innovative premium-priced products. Apple should continue to do well over time, but it's also easy to see how Amazon's consistent big steps could make it more valuable by 2035.Tesla MotorsThis pick will be polarizing. Tesla Motors is already the fifth-most-valuable stock by market cap, and there's no shortage of bears stumped by how every larger automaker by sales volume is trading for less. I'm not one of those bears, and not just because the legacy car builders often have debt-saddled balance sheets and problematic pension obligations.Teslaisdifferent. Everyone is hopping on the electric vehicle trend now, but it will be hard to duplicate the proprietary Supercharger network. It will be hard to catch up to the tech at Tesla, where recalls are usually just over-the-air software updates. Speaking of updates, does your car get better every couple of months like a Tesla?Apple turned hardware into a gusher of high-margin services, and Tesla has done the same. Tesla owners can pay $12,000 -- or $199 a month -- for full self-driving features that Elon Musk claims will become a reality later this year. Tesla's growth has been stunning, but the big mistake that bears make is assuming that the earnings potential of every Tesla that rolls off the line is the same as that of its slow-moving rivals' cars.ShopifyLet's go shopping for a third candidate to be king of the hill in 2035. Shopify is considerably smaller than Apple. It would have to appreciate 33-fold to catch up to the top dog. Shopify has also proven mortal lately, down 63% from last year's all-time high. You still don't want to bet against the fast-growing platform that is making e-commerce a reality for companies and entrepreneurs of all sizes.Revenue rose 57% last year, including a 41% year-over-year top-line gain in the fourth-quarter results it posted this week. Guidance was a bit vague, leading investors to brace for slowing growth. However, Shopify's unique role is worth exploring. One can argue that Amazon also helps folks sell online through its giant marketplace, but Shopify provides professional stand-alone digital storefronts. Shopify also offers seamless integration into the growing number of channels to sell a product, unlike Amazon, which wants the business to go through its namesake destination.The gig economy will continue to expand in the coming years, and Shopify will arm the creative and enterprising with instant online stores. Shopify's stock may be out of favor right now, but it has a long runway to keep thriving as a growth stock for a long time.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AMZN":0.9,"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638897723,"gmtCreate":1645166664769,"gmtModify":1645166871817,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"f","listText":"f","text":"f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638897723","repostId":"1195946210","repostType":4,"repost":{"id":"1195946210","kind":"news","pubTimestamp":1645151754,"share":"https://www.laohunote.com/m/news/1195946210?lang=zh_CN&edition=full","pubTime":"2022-02-18 10:35","market":"us","language":"en","title":"Palantir: The Great Reset<blockquote>Palantir：大重置</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195946210","media":"Seeking Alpha","summary":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 a","content":"<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p><blockquote><ul><li>直接上市后，股价飙升至近 40 美元，截至撰写本文时已回到 12 美元以下。</li><li>该股仍然昂贵的原因有很多。</li><li>到 2025 年，收入每年增长 30%。</li><li>与Palantir签订的合同中有一些尚未交付的剩余价值，这将导致未来的收入。</li><li>自由现金流为正，并触及盈利的表面。</li></ul>毫无疑问，科技股，尤其是那些潜在的改变游戏规则的股票，往往极其昂贵。多年来，这些股票中的许多都会亏损，但在收入大幅增长的同时，大量投资于它们的增长。有时这种增长会消退，公司也从未像它计划的那样真正改变世界。有时公司多年来一直亏损，但内部指标逐年改善，增长最终如此强劲，利润滚滚而来。你知道的每一个伟大的科技巨头都开始亏损。从长远来看，挑选赢家和输家说起来容易做起来难，但我们认为关键是要看他们解决了什么问题，他们的客户是谁，增长情况，以及在较小程度上看估值。市场上最具争议的股票之一是 Palantir Technologies (PLTR)。该股于 2020 年直接上市，并在 2021 年的重大科技反弹期间起飞。但在 2021 年，该股开始下跌，如今已回到 12 美元以下。下来够了吗？我们认为，对于长期投资者来说。即使对于交易者来说，短期内死猫反弹的可能性也很高，但短期内，该股仍然昂贵，即使对于高增长科技公司来说也是如此，但与几个月前相比要合理得多。该公司刚刚公布了财报，增长仍在正轨上。该公司刚刚触及盈利的表面，自由现金流为正。客户数量在增长，保留率很高。简而言之，我们相信您最终可以再次开始在这里购买。</blockquote></p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p><blockquote>上涨的并不总是会下跌，但 Palantir 股票确实会下跌</blockquote></p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><blockquote>看看 Palantir 自 2020 年股市上线以来的图表：</blockquote></p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>BAD BEAT Investing</p><p><blockquote>糟糕的节拍投资</blockquote></p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p><blockquote>正如您所看到的，该股在 2021 年 2 月飙升至历史高点，并在 20 多点时略微横盘交易了几个月，然后在秋季和 2021 年至 2022 年期间因加息威胁而大幅下跌收入增长，几乎没有盈利技术。Palantir非常适合这一要求。但你可以看看许多创新公司的图表，它们的收入大幅增长，但却不赚钱。在过去的几个月里，他们都被压垮了。虽然 Palantir 股票存在许多风险，但我们认为您最终可以开始购买。</blockquote></p><p>The play</p><p><blockquote>这出戏</blockquote></p><p>Target entry 1: $11.95-$12.15 40% of position</p><p><blockquote>目标入场 1：11.95-12.15 美元 仓位的 40%</blockquote></p><p>Target entry 2: $10.80-$11.00 60% of position</p><p><blockquote>目标入场2：$10.80-$11.00仓位的60%</blockquote></p><p>Stop loss: $9</p><p><blockquote>止损：9美元</blockquote></p><p>Target exit: $15</p><p><blockquote>目标退出：15 美元</blockquote></p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p><blockquote>期权建议：在这个波动较大的名字中，溢价很高，卖出看跌期权是一个强有力的收入和/或确定进入的策略。考虑2022年3月18日12美元看跌期权，溢价为0.80-0.85美元。购买看涨期权期权价格昂贵，但您可以考虑 2022 年 8 月 19 日 14 美元的行权价为 1.60 美元，然后是 1.20 美元。</blockquote></p><p>Discussion</p><p><blockquote>讨论</blockquote></p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p><blockquote>Palantir 将其收入分为两个报告部门。这些是政府和商业部门。去年，其商业收入流快速增长，而政府业绩和前景却有些好坏参半。为了提高销售额，Palantir扩大了其销售团队，他们一直在努力获得新订单。在我们看来，这得到了回报。</blockquote></p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p><blockquote>业绩强劲，超出市场普遍预期。总收入同比增长 34%，达到 4.33 亿美元，超出预期近 1500 万美元。商业收入继续快速增长，2021年增长132%，第四季度较去年增长47%。虽然政府收入的增长有所放缓，但仍比去年增长了 26%，该公司本季度在这两个领域总共新增了 34 个净新客户。</blockquote></p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p><blockquote>事情是这样的。该公司才刚刚开始赚钱。这意味着该股票价格昂贵，就像许多其他成长型科技公司一样。稍后会详细介绍。虽然该公司亏损了 5900 万美元，但调整后的营业收入为 1.24 亿美元，而该公司的自由现金流为正，本季度为 1.04 亿美元。这是一个很大的积极因素。本年度调整后自由现金流为 4.24 亿美元。我们喜欢自由现金流。这是一个非常大的积极因素。该公司调整后每股收益为 0.02 美元。这是某种东西。</blockquote></p><p></p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><blockquote>现在，至于估值，通常最好看高增长技术的市销率。看看根据这些指标寻求阿尔法的等级：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Seeking Alpha</p><p><blockquote>寻求阿尔法</blockquote></p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p><blockquote>确实有点可笑，因为所有高增长科技公司似乎都有“不及格”的成绩，但指标才是最重要的。在 18 倍的销售额下，考虑到股价跌至 12 美元以下，该股票仍然很贵，而且我们在 15-16 倍时仍然很贵，但与股价在 30 美元左右时相比，这要合理得多。90 倍 FWD EPS，嗯，该公司正在努力实现盈利，但我们确实喜欢 1.0 倍 PEG 比率的隐藏优势。就增长而言，这些指标看起来要好得多，预计富卫收入增长 38%，未来杠杆自由现金流增长 350%。公司的这些基本面持续改善。</blockquote></p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p><blockquote>当然，该股仍然并非没有风险。首先，正如我们提到的，即使在急剧下降之后，股票仍然价格昂贵。该公司也可能会看到政府在困难时期削减开支，不过，一些人会认为他们的技术节省了政府资金。我们看到广告销售额在增长，尽管经济衰退可能会导致像 Palantir 这样试图帮助公司解决问题的科技公司减少支出。</blockquote></p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><p><blockquote>也许许多人对这家公司最大的问题之一是不断发生的稀释。Alex Karp 在电话会议上谈到了这一点：</blockquote></p><p></p><p><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interes</p><p><blockquote><i>谢谢。我真的很感谢你们，投资者。感谢您的投资和对我们的信任。好的。所以有一个简单的版本，我认为它就像——所以确实有——有基于股票的补偿和稀释。稀释的事情，这是一个转移注意力的问题。我们不会发行很多新股，我认为大概在 900 万美元左右。所以我说这不是问题，继续前进有点害羞。</i><i>关于 Palantir 需要了解的是，我想这样理解，这实际上不是 DPO 的结果，而是我们完全专注于构建产品的结果。在我们这样做之前，我们根本不知道我们要去DPO。因此，坦率地说，大多数公司的建立使得——当分析师看到它时，大多数软件公司的主要客户不是客户，而是软件分析师。</i><i>所以很明显，我们的主要客户就是我们的客户。这并不意味着 - 现在我们正在考虑如何以一种方式暴露数据，让像您这样的外部人员、专业分析师和其他人可以查看数据并更好地了解什么在跟踪，什么不在跟踪。但许多此类问题的主要来源实际上可以归结为，我们建立公司主要是为了支持美国战斗机，然后采取双重行动，将其用于人类的荣耀，特别是西方的人类。那是我们的主意。因为我们的主要客户不是对冲基金所认为的那样，所以我们实际上从一开始就没有想到这些事情。所以现在有一个正常化的过程。</i><i>在推进这些评级时，你会看到这一点，就像你如何标准化，你如何提供人们会看到的数据，你如何提供人们可以理解他们习惯看到的数据，同时忠实于我们的使命一样。就好像我们的主要客户是我们服务的人。我们与他们完全一致。这就是为什么即使有了新生的销售队伍，我们也能生存下来。你可以让事情翻倍，这是同步的。</i><i>然后你就可以看到基于股票的薪酬，这就像，好吧，所以——它有两个部分。当然，IRI的人不想让我做任何前瞻性的数学，但如果你足够聪明去投资人才，你就足够聪明去想办法。本质上——有——我们是如何匹配人的，将会有一个标准化，这将使我们进入一个你会在未来18个月内，最迟2年内在软件公司看到的范围。但本质上是有的——这需要一点时间。这种情况将会发生，因为它还与另一个问题密切相关，即您实际上如何运营公司，以便有一天在 GAAP 基础上实现盈利，而不是剥夺薪酬。这也在视线范围内。</i><i>这些是我们对 Palantir 的目标，因为同样的原因我们没有债务。这也是我们资产负债表上有23亿美元的原因。这是一家为糟糕时期而建的公司。糟糕的时期意味着内部财务状况强劲。这意味着在某个时候，你必须按照公认会计准则盈利。如果你在稀释员工，或者——正确地说，你的股票薪酬完全——与其他公司不一致，你就不可能在公认会计准则下盈利。</i><i>所以你看到了正常化。这会改变的。它将在相对不久的将来发生变化。它将与我们认为对 Palantir 很重要的其他事情联系起来，例如拥有一家在困难时期蓬勃发展的公司。我们也是——糟糕的时期对 Palantir 来说非常好，因为我们制造的产品非常强大，是为危险而制造的。然后内部的财务实际上是为糟糕的时期而建立的。糟糕的时期意味着你有自由现金流，自由现金流转化为公认会计准则利润。</i><i>这意味着基于股票的薪酬必须与我们的投资者保持一致，因为这基本上是一个稍微长一点的哲学叙事的一部分，但就像如果软件是唯一的护城河一样，那么价值和总股本必须根据它们的价值重新评估，只有当你实际上可以获得一个技术节点，看涨期权它，也许除此之外的东西时，价值才会存在。只有当你建立的公司技术足够强大，业务基本面足够强大，自由现金流实际上转化为 GAAP 盈利能力，并且这与股票回报挂钩时，增长才会存在。因此，这是一个优先事项，不仅因为您关心，而且坦率地说，因为这是我们公司的健康，我们非常关心。”</i>如您所见，他们承认这是一个问题。我们还喜欢提到实现 GAAP 盈利。然而，我们鼓励你实际阅读完整的文字记录。看涨期权有点兴趣</blockquote></p><p></p><p>Take home</p><p><blockquote>带回家</blockquote></p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p><p><blockquote>股价已被压垮。但该公司没有债务，有自由现金流。稀释问题是股东的一大烦恼，也是估值的一个风险因素。尽管跌至 2020 年以来的最高水平，但该股仍然昂贵，但远低于一年前的估值。随着公司表现出的增长以及对实现盈利需求的认可，我们喜欢在这里扩大规模。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Great Reset<blockquote>Palantir：大重置</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\">\nPalantir: The Great Reset<blockquote>Palantir：大重置</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-18 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p><blockquote><ul><li>直接上市后，股价飙升至近 40 美元，截至撰写本文时已回到 12 美元以下。</li><li>该股仍然昂贵的原因有很多。</li><li>到 2025 年，收入每年增长 30%。</li><li>与Palantir签订的合同中有一些尚未交付的剩余价值，这将导致未来的收入。</li><li>自由现金流为正，并触及盈利的表面。</li></ul>毫无疑问，科技股，尤其是那些潜在的改变游戏规则的股票，往往极其昂贵。多年来，这些股票中的许多都会亏损，但在收入大幅增长的同时，大量投资于它们的增长。有时这种增长会消退，公司也从未像它计划的那样真正改变世界。有时公司多年来一直亏损，但内部指标逐年改善，增长最终如此强劲，利润滚滚而来。你知道的每一个伟大的科技巨头都开始亏损。从长远来看，挑选赢家和输家说起来容易做起来难，但我们认为关键是要看他们解决了什么问题，他们的客户是谁，增长情况，以及在较小程度上看估值。市场上最具争议的股票之一是 Palantir Technologies (PLTR)。该股于 2020 年直接上市，并在 2021 年的重大科技反弹期间起飞。但在 2021 年，该股开始下跌，如今已回到 12 美元以下。下来够了吗？我们认为，对于长期投资者来说。即使对于交易者来说，短期内死猫反弹的可能性也很高，但短期内，该股仍然昂贵，即使对于高增长科技公司来说也是如此，但与几个月前相比要合理得多。该公司刚刚公布了财报，增长仍在正轨上。该公司刚刚触及盈利的表面，自由现金流为正。客户数量在增长，保留率很高。简而言之，我们相信您最终可以再次开始在这里购买。</blockquote></p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p><blockquote>上涨的并不总是会下跌，但 Palantir 股票确实会下跌</blockquote></p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><blockquote>看看 Palantir 自 2020 年股市上线以来的图表：</blockquote></p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>BAD BEAT Investing</p><p><blockquote>糟糕的节拍投资</blockquote></p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p><blockquote>正如您所看到的，该股在 2021 年 2 月飙升至历史高点，并在 20 多点时略微横盘交易了几个月，然后在秋季和 2021 年至 2022 年期间因加息威胁而大幅下跌收入增长，几乎没有盈利技术。Palantir非常适合这一要求。但你可以看看许多创新公司的图表，它们的收入大幅增长，但却不赚钱。在过去的几个月里，他们都被压垮了。虽然 Palantir 股票存在许多风险，但我们认为您最终可以开始购买。</blockquote></p><p>The play</p><p><blockquote>这出戏</blockquote></p><p>Target entry 1: $11.95-$12.15 40% of position</p><p><blockquote>目标入场 1：11.95-12.15 美元 仓位的 40%</blockquote></p><p>Target entry 2: $10.80-$11.00 60% of position</p><p><blockquote>目标入场2：$10.80-$11.00仓位的60%</blockquote></p><p>Stop loss: $9</p><p><blockquote>止损：9美元</blockquote></p><p>Target exit: $15</p><p><blockquote>目标退出：15 美元</blockquote></p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p><blockquote>期权建议：在这个波动较大的名字中，溢价很高，卖出看跌期权是一个强有力的收入和/或确定进入的策略。考虑2022年3月18日12美元看跌期权，溢价为0.80-0.85美元。购买看涨期权期权价格昂贵，但您可以考虑 2022 年 8 月 19 日 14 美元的行权价为 1.60 美元，然后是 1.20 美元。</blockquote></p><p>Discussion</p><p><blockquote>讨论</blockquote></p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p><blockquote>Palantir 将其收入分为两个报告部门。这些是政府和商业部门。去年，其商业收入流快速增长，而政府业绩和前景却有些好坏参半。为了提高销售额，Palantir扩大了其销售团队，他们一直在努力获得新订单。在我们看来，这得到了回报。</blockquote></p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p><blockquote>业绩强劲，超出市场普遍预期。总收入同比增长 34%，达到 4.33 亿美元，超出预期近 1500 万美元。商业收入继续快速增长，2021年增长132%，第四季度较去年增长47%。虽然政府收入的增长有所放缓，但仍比去年增长了 26%，该公司本季度在这两个领域总共新增了 34 个净新客户。</blockquote></p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p><blockquote>事情是这样的。该公司才刚刚开始赚钱。这意味着该股票价格昂贵，就像许多其他成长型科技公司一样。稍后会详细介绍。虽然该公司亏损了 5900 万美元，但调整后的营业收入为 1.24 亿美元，而该公司的自由现金流为正，本季度为 1.04 亿美元。这是一个很大的积极因素。本年度调整后自由现金流为 4.24 亿美元。我们喜欢自由现金流。这是一个非常大的积极因素。该公司调整后每股收益为 0.02 美元。这是某种东西。</blockquote></p><p></p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><blockquote>现在，至于估值，通常最好看高增长技术的市销率。看看根据这些指标寻求阿尔法的等级：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Seeking Alpha</p><p><blockquote>寻求阿尔法</blockquote></p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p><blockquote>确实有点可笑，因为所有高增长科技公司似乎都有“不及格”的成绩，但指标才是最重要的。在 18 倍的销售额下，考虑到股价跌至 12 美元以下，该股票仍然很贵，而且我们在 15-16 倍时仍然很贵，但与股价在 30 美元左右时相比，这要合理得多。90 倍 FWD EPS，嗯，该公司正在努力实现盈利，但我们确实喜欢 1.0 倍 PEG 比率的隐藏优势。就增长而言，这些指标看起来要好得多，预计富卫收入增长 38%，未来杠杆自由现金流增长 350%。公司的这些基本面持续改善。</blockquote></p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p><blockquote>当然，该股仍然并非没有风险。首先，正如我们提到的，即使在急剧下降之后，股票仍然价格昂贵。该公司也可能会看到政府在困难时期削减开支，不过，一些人会认为他们的技术节省了政府资金。我们看到广告销售额在增长，尽管经济衰退可能会导致像 Palantir 这样试图帮助公司解决问题的科技公司减少支出。</blockquote></p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><p><blockquote>也许许多人对这家公司最大的问题之一是不断发生的稀释。Alex Karp 在电话会议上谈到了这一点：</blockquote></p><p></p><p><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interes</p><p><blockquote><i>谢谢。我真的很感谢你们，投资者。感谢您的投资和对我们的信任。好的。所以有一个简单的版本，我认为它就像——所以确实有——有基于股票的补偿和稀释。稀释的事情，这是一个转移注意力的问题。我们不会发行很多新股，我认为大概在 900 万美元左右。所以我说这不是问题，继续前进有点害羞。</i><i>关于 Palantir 需要了解的是，我想这样理解，这实际上不是 DPO 的结果，而是我们完全专注于构建产品的结果。在我们这样做之前，我们根本不知道我们要去DPO。因此，坦率地说，大多数公司的建立使得——当分析师看到它时，大多数软件公司的主要客户不是客户，而是软件分析师。</i><i>所以很明显，我们的主要客户就是我们的客户。这并不意味着 - 现在我们正在考虑如何以一种方式暴露数据，让像您这样的外部人员、专业分析师和其他人可以查看数据并更好地了解什么在跟踪，什么不在跟踪。但许多此类问题的主要来源实际上可以归结为，我们建立公司主要是为了支持美国战斗机，然后采取双重行动，将其用于人类的荣耀，特别是西方的人类。那是我们的主意。因为我们的主要客户不是对冲基金所认为的那样，所以我们实际上从一开始就没有想到这些事情。所以现在有一个正常化的过程。</i><i>在推进这些评级时，你会看到这一点，就像你如何标准化，你如何提供人们会看到的数据，你如何提供人们可以理解他们习惯看到的数据，同时忠实于我们的使命一样。就好像我们的主要客户是我们服务的人。我们与他们完全一致。这就是为什么即使有了新生的销售队伍，我们也能生存下来。你可以让事情翻倍，这是同步的。</i><i>然后你就可以看到基于股票的薪酬，这就像，好吧，所以——它有两个部分。当然，IRI的人不想让我做任何前瞻性的数学，但如果你足够聪明去投资人才，你就足够聪明去想办法。本质上——有——我们是如何匹配人的，将会有一个标准化，这将使我们进入一个你会在未来18个月内，最迟2年内在软件公司看到的范围。但本质上是有的——这需要一点时间。这种情况将会发生，因为它还与另一个问题密切相关，即您实际上如何运营公司，以便有一天在 GAAP 基础上实现盈利，而不是剥夺薪酬。这也在视线范围内。</i><i>这些是我们对 Palantir 的目标，因为同样的原因我们没有债务。这也是我们资产负债表上有23亿美元的原因。这是一家为糟糕时期而建的公司。糟糕的时期意味着内部财务状况强劲。这意味着在某个时候，你必须按照公认会计准则盈利。如果你在稀释员工，或者——正确地说，你的股票薪酬完全——与其他公司不一致，你就不可能在公认会计准则下盈利。</i><i>所以你看到了正常化。这会改变的。它将在相对不久的将来发生变化。它将与我们认为对 Palantir 很重要的其他事情联系起来，例如拥有一家在困难时期蓬勃发展的公司。我们也是——糟糕的时期对 Palantir 来说非常好，因为我们制造的产品非常强大，是为危险而制造的。然后内部的财务实际上是为糟糕的时期而建立的。糟糕的时期意味着你有自由现金流，自由现金流转化为公认会计准则利润。</i><i>这意味着基于股票的薪酬必须与我们的投资者保持一致，因为这基本上是一个稍微长一点的哲学叙事的一部分，但就像如果软件是唯一的护城河一样，那么价值和总股本必须根据它们的价值重新评估，只有当你实际上可以获得一个技术节点，看涨期权它，也许除此之外的东西时，价值才会存在。只有当你建立的公司技术足够强大，业务基本面足够强大，自由现金流实际上转化为 GAAP 盈利能力，并且这与股票回报挂钩时，增长才会存在。因此，这是一个优先事项，不仅因为您关心，而且坦率地说，因为这是我们公司的健康，我们非常关心。”</i>如您所见，他们承认这是一个问题。我们还喜欢提到实现 GAAP 盈利。然而，我们鼓励你实际阅读完整的文字记录。看涨期权有点兴趣</blockquote></p><p></p><p>Take home</p><p><blockquote>带回家</blockquote></p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p><p><blockquote>股价已被压垮。但该公司没有债务，有自由现金流。稀释问题是股东的一大烦恼，也是估值的一个风险因素。尽管跌至 2020 年以来的最高水平，但该股仍然昂贵，但远低于一年前的估值。随着公司表现出的增长以及对实现盈利需求的认可，我们喜欢在这里扩大规模。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4487929-palantir-the-great-reset\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4487929-palantir-the-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195946210","content_text":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue growth at 30% per year through 2025.There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.Free cash flow positive, and scratching the surface of profitability.There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.What goes up doesn't always come down, but Palantir stock sure didTake a look at the chart of Palantir since going live on the stock market in 2020:BAD BEAT InvestingAs you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.The playTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $15Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.DiscussionPalantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:Seeking AlphaA bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.\"As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.Take homeShares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":4202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638063089,"gmtCreate":1644994115884,"gmtModify":1644994124721,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638063089","repostId":"2211563955","repostType":4,"isVote":1,"tweetType":1,"viewCount":3658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631734394,"gmtCreate":1644924409698,"gmtModify":1644924410114,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631734394","repostId":"2211603680","repostType":4,"isVote":1,"tweetType":1,"viewCount":4420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631542874,"gmtCreate":1644849407998,"gmtModify":1644849408433,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631542874","repostId":"1119798741","repostType":4,"repost":{"id":"1119798741","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644849025,"share":"https://www.laohunote.com/m/news/1119798741?lang=zh_CN&edition=full","pubTime":"2022-02-14 22:30","market":"us","language":"en","title":"Stocks Slip As Investors Weigh Russia-Ukraine Tensions, Fed’s Next Move<blockquote>投资者权衡俄乌紧张局势和美联储下一步行动，股市下滑</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119798741","media":"Tiger Newspress","summary":"Stocks fell Monday morning as investors eyed the escalating threat of Russian invasion in Ukraine al","content":"<p><html><head></head><body>Stocks fell Monday morning as investors eyed the escalating threat of Russian invasion in Ukraine alongside ongoing concerns over inflation and an aggressive move toward policy tightening by the Federal Reserve.</p><p><blockquote><html><head></head><body>周一上午，由于投资者关注俄罗斯入侵乌克兰的威胁不断升级，以及对通胀的持续担忧和美联储积极收紧政策的举措，股市下跌。</body></html></blockquote></p><p>The S&amp;P 500 edged lower, extend losses after last week&#39;s roller-coaster sessions on Thursday and Friday. Treasury yields rose and the 10-year yield hovered back near 2%.</p><p><blockquote>标普500小幅走低，在上周周四和周五经历了过山车般的交易后，跌幅扩大。美国国债收益率上升，10年期国债收益率徘徊在2%附近。</blockquote></p><p>Oil prices steadied after a recent run-up as U.S. officials signaled Russia could be nearing the launch of an invasion of Ukraine as soon as this week. National Security adviser Jake Sullivan told CNN on Sunday that &#34;a major military action could begin by Russia in Ukraine any day now,&#34; though the U.S. was still hoping for a diplomatic resolution. The remarks came a day after President Joe Biden held a phone call with Russian President Vladimir Putin warning that the U.S. and its allies would&#34;impose swift and severe costs&#34;on Russia in the event of a military attack in Ukraine.</p><p><blockquote>由于美国官员表示俄罗斯最早可能在本周入侵乌克兰，油价在近期上涨后趋于稳定。国家安全顾问杰克·沙利文周日告诉美国有线电视新闻网，“俄罗斯随时可能在乌克兰采取重大军事行动”，尽管美国仍希望达成外交解决方案。此前一天，美国总统乔·拜登与俄罗斯总统弗拉基米尔·普京举行了电话看涨期权，警告称，如果乌克兰发生军事袭击，美国及其盟友将“给俄罗斯带来迅速而严重的代价”。</blockquote></p><p>West Texas intermediate crude oil futures (CL=F) hovered around $92 to hold near a seven-year high. U.S. crude prices have already jumped more than 20% for the year-to-date. Brent crude (BZ=F), the international standard, drifted near $94 per barrel. With oil prices elevated, the S&amp;P 500 energy sector has far outperformed the other major S&amp;P 500 sectors for the year-to-date, climbing more than 26% versus the broader market&#39;s 7% drop.</p><p><blockquote>西德克萨斯中质原油期货(CL=F)徘徊在92美元左右，接近七年高点。今年迄今为止，美国原油价格已上涨超过 20%。国际标准布伦特原油 (BZ=F) 徘徊在每桶 94 美元附近。随着油价上涨，今年迄今为止，标普500能源行业的表现远远优于标普500其他主要行业，上涨了 26% 以上，而大盘则下跌了 7%。</blockquote></p><p>Further upside in energy prices in response to the Russia and Ukraine conflict would depend on the timing of any attack and the contours of any U.S. response toward Russia, one of the world&#39;s key oil exporters, some analysts noted.</p><p><blockquote>一些分析师指出，应对俄罗斯和乌克兰冲突的能源价格进一步上涨将取决于任何袭击的时机以及美国对世界主要石油出口国之一俄罗斯的任何反应的轮廓。</blockquote></p><p>&#34;It all comes down to how much of their supply is actually impacted by an invasion, and that&#39;s not entirely clear. There are estimates that are saying crude could go to $120 a barrel if we get an invasion,&#34; Rebecca Babin, CIBC Private Wealth U.S. senior energy trader,told Yahoo Finance Live about Brent crude prices. &#34;I say we top out at probably just around $100 because I do think that there will not be as strict of sanctions as the market fears because ultimately, that hurts the US and our allies almost as much as it hurts Russia.&#34;</p><p><blockquote>CIBC Private Wealth 美国高级能源交易员丽贝卡·巴宾 (Rebecca Babin) 表示：“这一切都取决于他们的供应实际受到入侵的影响程度，但这并不完全清楚。据估计，如果我们遭到入侵，原油价格可能会达到每桶 120 美元。”向雅虎财经直播谈论布伦特原油价格。“我说我们的最高价格可能只有 100 美元左右，因为我确实认为不会像市场担心的那样严厉的制裁，因为最终，这对美国和我们的盟友的伤害几乎和对俄罗斯的伤害一样大。”</blockquote></p><p>For equity markets, however, the geopolitical conflict may compound volatility already stirred up by investors jittery over the potential for the Fed to tighten monetary policy aggressively in the near-term. With inflation running at a 40-year high and the labor market on solid ground, investors are largely expecting the Fed to raise benchmark interest rates between five and seven times this year.</p><p><blockquote>然而，对于股市来说，地缘政治冲突可能会加剧投资者对美联储近期内大幅收紧货币政策的可能性感到紧张而已经引发的波动。随着通胀处于 40 年来的高位，劳动力市场稳固，投资者普遍预计美联储今年将加息 5 至 7 次。</blockquote></p><p>Conflict in Ukraine &#34;could actually build the worst-case scenario for the Fed, in the sense that you could see energy prices move higher, [and] if you start to see gasoline prices go north of $4 per gallon, I think that could crimp consumer spending,&#34; Larry Adam, Raymond James chief investment officer,told Yahoo Finance Live.&#34;And then obviously, if energy prices go higher, that could lead to further inflationary pressures. And that could be a double-edged sword that the Fed could be challenged by.&#34;</p><p><blockquote>乌克兰冲突“实际上可能会给美联储带来最坏的情况，从某种意义上说，你可能会看到能源价格上涨，[并且]如果你开始看到汽油价格升至每加仑 4 美元以上，我认为这可能会抑制消费者支出，”雷蒙德·詹姆斯首席投资官拉里·亚当 (Larry Adam) 告诉雅虎财经直播。“显然，如果能源价格上涨，可能会导致进一步的通胀压力。这可能是一把美联储可能受到挑战的双刃剑。”</blockquote></p><p>Later this week, investors are set to receive another batch of earnings results from companies including Airbnb (ABNB), DoorDash (DASH), Walmart (WMT) and Roku (ROKU). Economic data reports will include the Commerce Department&#39;s January retail sales report, which is likely to show sales rebounded in January after dipping in December.</p><p><blockquote>本周晚些时候，投资者将收到 Airbnb (ABNB)、DoorDash (DASH)、沃尔玛 (WMT) 和Roku (Roku) 等公司的另一批财报。经济数据报告将包括商务部 1 月份零售销售报告，该报告可能显示销售额在 12 月份下跌后在 1 月份反弹。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Slip As Investors Weigh Russia-Ukraine Tensions, Fed’s Next Move<blockquote>投资者权衡俄乌紧张局势和美联储下一步行动，股市下滑</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\">\nStocks Slip As Investors Weigh Russia-Ukraine Tensions, Fed’s Next Move<blockquote>投资者权衡俄乌紧张局势和美联储下一步行动，股市下滑</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-02-14 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Stocks fell Monday morning as investors eyed the escalating threat of Russian invasion in Ukraine alongside ongoing concerns over inflation and an aggressive move toward policy tightening by the Federal Reserve.</p><p><blockquote><html><head></head><body>周一上午，由于投资者关注俄罗斯入侵乌克兰的威胁不断升级，以及对通胀的持续担忧和美联储积极收紧政策的举措，股市下跌。</body></html></blockquote></p><p>The S&amp;P 500 edged lower, extend losses after last week&#39;s roller-coaster sessions on Thursday and Friday. Treasury yields rose and the 10-year yield hovered back near 2%.</p><p><blockquote>标普500小幅走低，在上周周四和周五经历了过山车般的交易后，跌幅扩大。美国国债收益率上升，10年期国债收益率徘徊在2%附近。</blockquote></p><p>Oil prices steadied after a recent run-up as U.S. officials signaled Russia could be nearing the launch of an invasion of Ukraine as soon as this week. National Security adviser Jake Sullivan told CNN on Sunday that &#34;a major military action could begin by Russia in Ukraine any day now,&#34; though the U.S. was still hoping for a diplomatic resolution. The remarks came a day after President Joe Biden held a phone call with Russian President Vladimir Putin warning that the U.S. and its allies would&#34;impose swift and severe costs&#34;on Russia in the event of a military attack in Ukraine.</p><p><blockquote>由于美国官员表示俄罗斯最早可能在本周入侵乌克兰，油价在近期上涨后趋于稳定。国家安全顾问杰克·沙利文周日告诉美国有线电视新闻网，“俄罗斯随时可能在乌克兰采取重大军事行动”，尽管美国仍希望达成外交解决方案。此前一天，美国总统乔·拜登与俄罗斯总统弗拉基米尔·普京举行了电话看涨期权，警告称，如果乌克兰发生军事袭击，美国及其盟友将“给俄罗斯带来迅速而严重的代价”。</blockquote></p><p>West Texas intermediate crude oil futures (CL=F) hovered around $92 to hold near a seven-year high. U.S. crude prices have already jumped more than 20% for the year-to-date. Brent crude (BZ=F), the international standard, drifted near $94 per barrel. With oil prices elevated, the S&amp;P 500 energy sector has far outperformed the other major S&amp;P 500 sectors for the year-to-date, climbing more than 26% versus the broader market&#39;s 7% drop.</p><p><blockquote>西德克萨斯中质原油期货(CL=F)徘徊在92美元左右，接近七年高点。今年迄今为止，美国原油价格已上涨超过 20%。国际标准布伦特原油 (BZ=F) 徘徊在每桶 94 美元附近。随着油价上涨，今年迄今为止，标普500能源行业的表现远远优于标普500其他主要行业，上涨了 26% 以上，而大盘则下跌了 7%。</blockquote></p><p>Further upside in energy prices in response to the Russia and Ukraine conflict would depend on the timing of any attack and the contours of any U.S. response toward Russia, one of the world&#39;s key oil exporters, some analysts noted.</p><p><blockquote>一些分析师指出，应对俄罗斯和乌克兰冲突的能源价格进一步上涨将取决于任何袭击的时机以及美国对世界主要石油出口国之一俄罗斯的任何反应的轮廓。</blockquote></p><p>&#34;It all comes down to how much of their supply is actually impacted by an invasion, and that&#39;s not entirely clear. There are estimates that are saying crude could go to $120 a barrel if we get an invasion,&#34; Rebecca Babin, CIBC Private Wealth U.S. senior energy trader,told Yahoo Finance Live about Brent crude prices. &#34;I say we top out at probably just around $100 because I do think that there will not be as strict of sanctions as the market fears because ultimately, that hurts the US and our allies almost as much as it hurts Russia.&#34;</p><p><blockquote>CIBC Private Wealth 美国高级能源交易员丽贝卡·巴宾 (Rebecca Babin) 表示：“这一切都取决于他们的供应实际受到入侵的影响程度，但这并不完全清楚。据估计，如果我们遭到入侵，原油价格可能会达到每桶 120 美元。”向雅虎财经直播谈论布伦特原油价格。“我说我们的最高价格可能只有 100 美元左右，因为我确实认为不会像市场担心的那样严厉的制裁，因为最终，这对美国和我们的盟友的伤害几乎和对俄罗斯的伤害一样大。”</blockquote></p><p>For equity markets, however, the geopolitical conflict may compound volatility already stirred up by investors jittery over the potential for the Fed to tighten monetary policy aggressively in the near-term. With inflation running at a 40-year high and the labor market on solid ground, investors are largely expecting the Fed to raise benchmark interest rates between five and seven times this year.</p><p><blockquote>然而，对于股市来说，地缘政治冲突可能会加剧投资者对美联储近期内大幅收紧货币政策的可能性感到紧张而已经引发的波动。随着通胀处于 40 年来的高位，劳动力市场稳固，投资者普遍预计美联储今年将加息 5 至 7 次。</blockquote></p><p>Conflict in Ukraine &#34;could actually build the worst-case scenario for the Fed, in the sense that you could see energy prices move higher, [and] if you start to see gasoline prices go north of $4 per gallon, I think that could crimp consumer spending,&#34; Larry Adam, Raymond James chief investment officer,told Yahoo Finance Live.&#34;And then obviously, if energy prices go higher, that could lead to further inflationary pressures. And that could be a double-edged sword that the Fed could be challenged by.&#34;</p><p><blockquote>乌克兰冲突“实际上可能会给美联储带来最坏的情况，从某种意义上说，你可能会看到能源价格上涨，[并且]如果你开始看到汽油价格升至每加仑 4 美元以上，我认为这可能会抑制消费者支出，”雷蒙德·詹姆斯首席投资官拉里·亚当 (Larry Adam) 告诉雅虎财经直播。“显然，如果能源价格上涨，可能会导致进一步的通胀压力。这可能是一把美联储可能受到挑战的双刃剑。”</blockquote></p><p>Later this week, investors are set to receive another batch of earnings results from companies including Airbnb (ABNB), DoorDash (DASH), Walmart (WMT) and Roku (ROKU). Economic data reports will include the Commerce Department&#39;s January retail sales report, which is likely to show sales rebounded in January after dipping in December.</p><p><blockquote>本周晚些时候，投资者将收到 Airbnb (ABNB)、DoorDash (DASH)、沃尔玛 (WMT) 和Roku (Roku) 等公司的另一批财报。经济数据报告将包括商务部 1 月份零售销售报告，该报告可能显示销售额在 12 月份下跌后在 1 月份反弹。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119798741","content_text":"Stocks fell Monday morning as investors eyed the escalating threat of Russian invasion in Ukraine alongside ongoing concerns over inflation and an aggressive move toward policy tightening by the Federal Reserve.The S&P 500 edged lower, extend losses after last week's roller-coaster sessions on Thursday and Friday. Treasury yields rose and the 10-year yield hovered back near 2%.Oil prices steadied after a recent run-up as U.S. officials signaled Russia could be nearing the launch of an invasion of Ukraine as soon as this week. National Security adviser Jake Sullivan told CNN on Sunday that \"a major military action could begin by Russia in Ukraine any day now,\" though the U.S. was still hoping for a diplomatic resolution. The remarks came a day after President Joe Biden held a phone call with Russian President Vladimir Putin warning that the U.S. and its allies would\"impose swift and severe costs\"on Russia in the event of a military attack in Ukraine.West Texas intermediate crude oil futures (CL=F) hovered around $92 to hold near a seven-year high. U.S. crude prices have already jumped more than 20% for the year-to-date. Brent crude (BZ=F), the international standard, drifted near $94 per barrel. With oil prices elevated, the S&P 500 energy sector has far outperformed the other major S&P 500 sectors for the year-to-date, climbing more than 26% versus the broader market's 7% drop.Further upside in energy prices in response to the Russia and Ukraine conflict would depend on the timing of any attack and the contours of any U.S. response toward Russia, one of the world's key oil exporters, some analysts noted.\"It all comes down to how much of their supply is actually impacted by an invasion, and that's not entirely clear. There are estimates that are saying crude could go to $120 a barrel if we get an invasion,\" Rebecca Babin, CIBC Private Wealth U.S. senior energy trader,told Yahoo Finance Live about Brent crude prices. \"I say we top out at probably just around $100 because I do think that there will not be as strict of sanctions as the market fears because ultimately, that hurts the US and our allies almost as much as it hurts Russia.\"For equity markets, however, the geopolitical conflict may compound volatility already stirred up by investors jittery over the potential for the Fed to tighten monetary policy aggressively in the near-term. With inflation running at a 40-year high and the labor market on solid ground, investors are largely expecting the Fed to raise benchmark interest rates between five and seven times this year.Conflict in Ukraine \"could actually build the worst-case scenario for the Fed, in the sense that you could see energy prices move higher, [and] if you start to see gasoline prices go north of $4 per gallon, I think that could crimp consumer spending,\" Larry Adam, Raymond James chief investment officer,told Yahoo Finance Live.\"And then obviously, if energy prices go higher, that could lead to further inflationary pressures. And that could be a double-edged sword that the Fed could be challenged by.\"Later this week, investors are set to receive another batch of earnings results from companies including Airbnb (ABNB), DoorDash (DASH), Walmart (WMT) and Roku (ROKU). Economic data reports will include the Commerce Department's January retail sales report, which is likely to show sales rebounded in January after dipping in December.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631663452,"gmtCreate":1644658037176,"gmtModify":1644658037594,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"回复 <a href=\"https://laohu8.com/U/3583897064119156\">@Valeriechan</a>:h//<a href=\"https://laohu8.com/U/3583897064119156\">@Valeriechan</a>:h","listText":"回复 <a href=\"https://laohu8.com/U/3583897064119156\">@Valeriechan</a>:h//<a href=\"https://laohu8.com/U/3583897064119156\">@Valeriechan</a>:h","text":"回复 @Valeriechan:h//@Valeriechan:h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631663452","repostId":"631807422","repostType":1,"repost":{"id":631807422,"gmtCreate":1644566334069,"gmtModify":1644627966408,"author":{"id":"3575934434932552","authorId":"3575934434932552","name":"vyaya","avatar":"https://static.tigerbbs.com/470613e1e537d2aa9162dccd4d938bec","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575934434932552","authorIdStr":"3575934434932552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>My good friend is working in Facebook, all Going well inside their office&nbsp;[Victory]&nbsp; if not afraid - buy&nbsp;","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>My good friend is working in Facebook, all Going well inside their office&nbsp;[Victory]&nbsp; if not afraid - buy&nbsp;","text":"$Meta Platforms, Inc.(FB)$My good friend is working in Facebook, all Going well inside their office [Victory] if not afraid - buy","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631807422","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631194928,"gmtCreate":1644517361929,"gmtModify":1644517362352,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631194928","repostId":"1113476475","repostType":4,"repost":{"id":"1113476475","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1644494556,"share":"https://www.laohunote.com/m/news/1113476475?lang=zh_CN&edition=full","pubTime":"2022-02-10 20:02","market":"us","language":"en","title":"Coca-Cola's Quarterly Net Revenue Grew 10% to $9.5 Billion<blockquote>可口可乐季度净收入增长10%至95亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113476475","media":"Tiger Newspress","summary":"Coca-Cola Shares Rose 2% in Premarket Trading. Coca-Cola's quarterly net revenue grew 10% to $9.5 bi","content":"<p><html><head></head><body>Coca-Cola Shares Rose 2% in Premarket Trading. Coca-Cola&#39;s quarterly net revenue grew 10% to $9.5 billion, EPS grew 65% to $0.56.<img src=\"https://static.tigerbbs.com/bceec09a76799029ad40b30d5cba463e\" tg-width=\"873\" tg-height=\"636\" width=\"100%\" height=\"auto\"/>Revenues: For the quarter, net revenues grew 10% to $9.5 billion, resulting in net revenues ahead of 2019, and organic revenues (non-GAAP) grew 9%. Revenue performance included 10% growth in price/mix and a decline of 1% in concentrate sales. The quarter included six fewer days, which resulted in an approximate 6-point headwind to revenue growth. The quarter was also impacted by the timing of concentrate shipments. For the full year, net revenues grew 17% to $38.7 billion, and organic revenues (non-GAAP) grew 16%. This performance was driven by 9% growth in concentrate sales and 6% growth in price/mix.</p><p><blockquote><html><head></head><body>可口可乐股价在盘前交易中上涨 2%。可口可乐季度净收入增长 10%，达到 95 亿美元，每股收益增长 65%，达到 0.56 美元。收入：本季度净收入增长 10%，达到 95 亿美元，净收入超过 2019 年，有机收入（非 GAAP）增长 9%。收入表现包括价格/组合增长10%，精矿销售下降1%。该季度减少了六天，这导致收入增长面临约 6 个百分点的阻力。本季度还受到精矿发货时间的影响。全年净收入增长 17%，达到 387 亿美元，有机收入（非 GAAP）增长 16%。这一业绩是由精矿销售额9%的增长和价格/组合6%的增长推动的。</body></html></blockquote></p><p>Margin: For the quarter, operating margin, which included items impacting comparability, was 17.7% versus 27.2% in the prior year, while comparable operating margin (non-GAAP) was 22.1% versus 27.3% in the prior year. For the full year, operating margin, which included items impacting comparability, was 26.7% versus 27.3% in the prior year, while comparable operating margin (non-GAAP) was 28.7% versus 29.6% in the prior year. For both the quarter and the full year, operating margin compression was primarily driven by a significant increase in marketing investments versus the prior year. Additionally, fourth quarter operating margin was impacted by topline pressure from six fewer days in the quarter along with the timing of concentrate shipments.</p><p><blockquote>利润率：本季度的营业利润率（包括影响可比性的项目）为 17.7%，而上年为 27.2%，而可比营业利润率（非 GAAP）为 22.1%，而上年为 27.3%。全年营业利润率（包括影响可比性的项目）为 26.7%，而上一年为 27.3%，可比营业利润率（非 GAAP）为 28.7%，而上一年为 29.6%。本季度和全年，营业利润率压缩主要是由于营销投资较上年大幅增加所致。此外，第四季度营业利润率受到本季度减少六天的营收压力以及精矿发货时间的影响。</blockquote></p><p>Earnings per share: For the quarter, EPS grew 65% to $0.56, and comparable EPS (non-GAAP) declined 5% to $0.45. For the full year, EPS grew 26% to $2.25, and comparable EPS (non-GAAP) grew 19% to $2.32. Both fourth quarter and full-year comparable EPS (non-GAAP) performance included the impact of a 2-point currency tailwind.</p><p><blockquote>每股收益：本季度每股收益增长 65% 至 0.56 美元，可比每股收益（非 GAAP）下降 5% 至 0.45 美元。全年每股收益增长 26%，达到 2.25 美元，可比每股收益（非 GAAP）增长 19%，达到 2.32 美元。第四季度和全年可比每股收益（非 GAAP）表现都包括 2 点货币顺风的影响。</blockquote></p><p>Market share: For both the quarter and the full year, the company gained value share in total nonalcoholic ready-to-drink (NARTD) beverages, which included share gains in both at-home and away-from-home channels. The company’s value share in total NARTD beverages, and in both at-home and away-from-home channels, remains ahead of 2019.</p><p><blockquote>市场份额：本季度和全年，该公司在不含酒精即饮 (NARTD) 饮料总量中的份额均有所增长，其中包括在家和外出渠道的份额增长。该公司在 NARTD 饮料总量以及在家和外出渠道的价值份额仍领先于 2019 年。</blockquote></p><p>Cash flow: Cash flow from operations for the year was $12.6 billion, up $2.8 billion versus the prior year, driven by strong business performance and working capital initiatives. Full-year free cash flow (non-GAAP) was $11.3 billion, up $2.6 billion versus the prior year, driven by strong cash flow from operations.</p><p><blockquote>现金流：在强劲的业务表现和营运资金计划的推动下，本年度运营现金流为 126 亿美元，比上年增加 28 亿美元。在运营现金流强劲的推动下，全年自由现金流（非公认会计准则）为 113 亿美元，比上年增加 26 亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coca-Cola's Quarterly Net Revenue Grew 10% to $9.5 Billion<blockquote>可口可乐季度净收入增长10%至95亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoca-Cola's Quarterly Net Revenue Grew 10% to $9.5 Billion<blockquote>可口可乐季度净收入增长10%至95亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-02-10 20:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Coca-Cola Shares Rose 2% in Premarket Trading. Coca-Cola&#39;s quarterly net revenue grew 10% to $9.5 billion, EPS grew 65% to $0.56.<img src=\"https://static.tigerbbs.com/bceec09a76799029ad40b30d5cba463e\" tg-width=\"873\" tg-height=\"636\" width=\"100%\" height=\"auto\"/>Revenues: For the quarter, net revenues grew 10% to $9.5 billion, resulting in net revenues ahead of 2019, and organic revenues (non-GAAP) grew 9%. Revenue performance included 10% growth in price/mix and a decline of 1% in concentrate sales. The quarter included six fewer days, which resulted in an approximate 6-point headwind to revenue growth. The quarter was also impacted by the timing of concentrate shipments. For the full year, net revenues grew 17% to $38.7 billion, and organic revenues (non-GAAP) grew 16%. This performance was driven by 9% growth in concentrate sales and 6% growth in price/mix.</p><p><blockquote><html><head></head><body>可口可乐股价在盘前交易中上涨 2%。可口可乐季度净收入增长 10%，达到 95 亿美元，每股收益增长 65%，达到 0.56 美元。收入：本季度净收入增长 10%，达到 95 亿美元，净收入超过 2019 年，有机收入（非 GAAP）增长 9%。收入表现包括价格/组合增长10%，精矿销售下降1%。该季度减少了六天，这导致收入增长面临约 6 个百分点的阻力。本季度还受到精矿发货时间的影响。全年净收入增长 17%，达到 387 亿美元，有机收入（非 GAAP）增长 16%。这一业绩是由精矿销售额9%的增长和价格/组合6%的增长推动的。</body></html></blockquote></p><p>Margin: For the quarter, operating margin, which included items impacting comparability, was 17.7% versus 27.2% in the prior year, while comparable operating margin (non-GAAP) was 22.1% versus 27.3% in the prior year. For the full year, operating margin, which included items impacting comparability, was 26.7% versus 27.3% in the prior year, while comparable operating margin (non-GAAP) was 28.7% versus 29.6% in the prior year. For both the quarter and the full year, operating margin compression was primarily driven by a significant increase in marketing investments versus the prior year. Additionally, fourth quarter operating margin was impacted by topline pressure from six fewer days in the quarter along with the timing of concentrate shipments.</p><p><blockquote>利润率：本季度的营业利润率（包括影响可比性的项目）为 17.7%，而上年为 27.2%，而可比营业利润率（非 GAAP）为 22.1%，而上年为 27.3%。全年营业利润率（包括影响可比性的项目）为 26.7%，而上一年为 27.3%，可比营业利润率（非 GAAP）为 28.7%，而上一年为 29.6%。本季度和全年，营业利润率压缩主要是由于营销投资较上年大幅增加所致。此外，第四季度营业利润率受到本季度减少六天的营收压力以及精矿发货时间的影响。</blockquote></p><p>Earnings per share: For the quarter, EPS grew 65% to $0.56, and comparable EPS (non-GAAP) declined 5% to $0.45. For the full year, EPS grew 26% to $2.25, and comparable EPS (non-GAAP) grew 19% to $2.32. Both fourth quarter and full-year comparable EPS (non-GAAP) performance included the impact of a 2-point currency tailwind.</p><p><blockquote>每股收益：本季度每股收益增长 65% 至 0.56 美元，可比每股收益（非 GAAP）下降 5% 至 0.45 美元。全年每股收益增长 26%，达到 2.25 美元，可比每股收益（非 GAAP）增长 19%，达到 2.32 美元。第四季度和全年可比每股收益（非 GAAP）表现都包括 2 点货币顺风的影响。</blockquote></p><p>Market share: For both the quarter and the full year, the company gained value share in total nonalcoholic ready-to-drink (NARTD) beverages, which included share gains in both at-home and away-from-home channels. The company’s value share in total NARTD beverages, and in both at-home and away-from-home channels, remains ahead of 2019.</p><p><blockquote>市场份额：本季度和全年，该公司在不含酒精即饮 (NARTD) 饮料总量中的份额均有所增长，其中包括在家和外出渠道的份额增长。该公司在 NARTD 饮料总量以及在家和外出渠道的价值份额仍领先于 2019 年。</blockquote></p><p>Cash flow: Cash flow from operations for the year was $12.6 billion, up $2.8 billion versus the prior year, driven by strong business performance and working capital initiatives. Full-year free cash flow (non-GAAP) was $11.3 billion, up $2.6 billion versus the prior year, driven by strong cash flow from operations.</p><p><blockquote>现金流：在强劲的业务表现和营运资金计划的推动下，本年度运营现金流为 126 亿美元，比上年增加 28 亿美元。在运营现金流强劲的推动下，全年自由现金流（非公认会计准则）为 113 亿美元，比上年增加 26 亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113476475","content_text":"Coca-Cola Shares Rose 2% in Premarket Trading. Coca-Cola's quarterly net revenue grew 10% to $9.5 billion, EPS grew 65% to $0.56.Revenues: For the quarter, net revenues grew 10% to $9.5 billion, resulting in net revenues ahead of 2019, and organic revenues (non-GAAP) grew 9%. Revenue performance included 10% growth in price/mix and a decline of 1% in concentrate sales. The quarter included six fewer days, which resulted in an approximate 6-point headwind to revenue growth. The quarter was also impacted by the timing of concentrate shipments. For the full year, net revenues grew 17% to $38.7 billion, and organic revenues (non-GAAP) grew 16%. This performance was driven by 9% growth in concentrate sales and 6% growth in price/mix.Margin: For the quarter, operating margin, which included items impacting comparability, was 17.7% versus 27.2% in the prior year, while comparable operating margin (non-GAAP) was 22.1% versus 27.3% in the prior year. For the full year, operating margin, which included items impacting comparability, was 26.7% versus 27.3% in the prior year, while comparable operating margin (non-GAAP) was 28.7% versus 29.6% in the prior year. For both the quarter and the full year, operating margin compression was primarily driven by a significant increase in marketing investments versus the prior year. Additionally, fourth quarter operating margin was impacted by topline pressure from six fewer days in the quarter along with the timing of concentrate shipments.Earnings per share: For the quarter, EPS grew 65% to $0.56, and comparable EPS (non-GAAP) declined 5% to $0.45. For the full year, EPS grew 26% to $2.25, and comparable EPS (non-GAAP) grew 19% to $2.32. Both fourth quarter and full-year comparable EPS (non-GAAP) performance included the impact of a 2-point currency tailwind.Market share: For both the quarter and the full year, the company gained value share in total nonalcoholic ready-to-drink (NARTD) beverages, which included share gains in both at-home and away-from-home channels. The company’s value share in total NARTD beverages, and in both at-home and away-from-home channels, remains ahead of 2019.Cash flow: Cash flow from operations for the year was $12.6 billion, up $2.8 billion versus the prior year, driven by strong business performance and working capital initiatives. Full-year free cash flow (non-GAAP) was $11.3 billion, up $2.6 billion versus the prior year, driven by strong cash flow from operations.","news_type":1,"symbols_score_info":{"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":4796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631194014,"gmtCreate":1644517339298,"gmtModify":1644517339717,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631194014","repostId":"1150040610","repostType":4,"repost":{"id":"1150040610","kind":"news","pubTimestamp":1644499073,"share":"https://www.laohunote.com/m/news/1150040610?lang=zh_CN&edition=full","pubTime":"2022-02-10 21:17","market":"us","language":"en","title":"AMD Set to Close Xilinx Deal on or About Next Monday after Receiving All Regulatory Approvals<blockquote>在获得所有监管部门批准后，AMD 将于下周一左右完成 Xilinx 交易</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150040610","media":"Motley Fool","summary":"Advanced Micro Devices (NASDAQ:AMD) plans to close it planned $35B acquisition of Xilinx (NASDAQ:XLN","content":"<p><html><head></head><body>Advanced Micro Devices (NASDAQ:AMD) plans to close it planned $35B acquisition of Xilinx (NASDAQ:XLNX) on or about Monday after receiving all regulatory approvals for the deal. Xilinx rose 1% in premarket trading.</p><p><blockquote><html><head></head><body>Advanced Micro Devices（纳斯达克股票代码：AMD）计划在获得所有监管部门批准后，于周一左右完成对赛灵思（纳斯达克股票代码：XLNX）的 35B 美元收购计划。Xilinx 在盘前交易中上涨 1%。</body></html></blockquote></p><p>AMD received all regulatory approvals after the U.S. HSR deadline for the deal expired. The chipmaker announced the regulatory approvals in a statement. AMD announced its intention to acquire Xilinx in an all-stock transaction on Oct. 27, 2020.</p><p><blockquote>AMD 在美国 HSR 交易截止日期到期后获得了所有监管部门的批准。该芯片制造商在一份声明中宣布了监管部门的批准。AMD 于 2020 年 10 月 27 日宣布有意通过全股票交易收购赛灵思。</blockquote></p><p>AMD is able to close its purchase of Xilinx after Chinese antitrust officials approved the deal late last month. China&#39;s State Administration for Market Regulation approved the deal, which was the last major regulatory who had to approve the combination.</p><p><blockquote>在中国反垄断官员上月底批准该交易后，AMD 得以完成对赛灵思的收购。中国国家市场监督管理总局批准了这笔交易，这是最后一个必须批准合并的主要监管机构。</blockquote></p><p>Last week, AMD soars after Q4 earnings top expectations.</p><p><blockquote>上周，AMD 在第四季度盈利超出预期后股价飙升。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD Set to Close Xilinx Deal on or About Next Monday after Receiving All Regulatory Approvals<blockquote>在获得所有监管部门批准后，AMD 将于下周一左右完成 Xilinx 交易</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\">\nAMD Set to Close Xilinx Deal on or About Next Monday after Receiving All Regulatory Approvals<blockquote>在获得所有监管部门批准后，AMD 将于下周一左右完成 Xilinx 交易</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\">2022-02-10 21:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Advanced Micro Devices (NASDAQ:AMD) plans to close it planned $35B acquisition of Xilinx (NASDAQ:XLNX) on or about Monday after receiving all regulatory approvals for the deal. Xilinx rose 1% in premarket trading.</p><p><blockquote><html><head></head><body>Advanced Micro Devices（纳斯达克股票代码：AMD）计划在获得所有监管部门批准后，于周一左右完成对赛灵思（纳斯达克股票代码：XLNX）的 35B 美元收购计划。Xilinx 在盘前交易中上涨 1%。</body></html></blockquote></p><p>AMD received all regulatory approvals after the U.S. HSR deadline for the deal expired. The chipmaker announced the regulatory approvals in a statement. AMD announced its intention to acquire Xilinx in an all-stock transaction on Oct. 27, 2020.</p><p><blockquote>AMD 在美国 HSR 交易截止日期到期后获得了所有监管部门的批准。该芯片制造商在一份声明中宣布了监管部门的批准。AMD 于 2020 年 10 月 27 日宣布有意通过全股票交易收购赛灵思。</blockquote></p><p>AMD is able to close its purchase of Xilinx after Chinese antitrust officials approved the deal late last month. China&#39;s State Administration for Market Regulation approved the deal, which was the last major regulatory who had to approve the combination.</p><p><blockquote>在中国反垄断官员上月底批准该交易后，AMD 得以完成对赛灵思的收购。中国国家市场监督管理总局批准了这笔交易，这是最后一个必须批准合并的主要监管机构。</blockquote></p><p>Last week, AMD soars after Q4 earnings top expectations.</p><p><blockquote>上周，AMD 在第四季度盈利超出预期后股价飙升。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3798521-amd-set-to-close-xilinx-deal-on-monday-after-receiving-all-regulatory-approvals\">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":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/news/3798521-amd-set-to-close-xilinx-deal-on-monday-after-receiving-all-regulatory-approvals","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150040610","content_text":"Advanced Micro Devices (NASDAQ:AMD) plans to close it planned $35B acquisition of Xilinx (NASDAQ:XLNX) on or about Monday after receiving all regulatory approvals for the deal. Xilinx rose 1% in premarket trading.AMD received all regulatory approvals after the U.S. HSR deadline for the deal expired. The chipmaker announced the regulatory approvals in a statement. AMD announced its intention to acquire Xilinx in an all-stock transaction on Oct. 27, 2020.AMD is able to close its purchase of Xilinx after Chinese antitrust officials approved the deal late last month. China's State Administration for Market Regulation approved the deal, which was the last major regulatory who had to approve the combination.Last week, AMD soars after Q4 earnings top expectations.","news_type":1,"symbols_score_info":{"AMD":0.9,"XLNX":0.9}},"isVote":1,"tweetType":1,"viewCount":3721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633296448,"gmtCreate":1644075511008,"gmtModify":1644075511401,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[流泪]&nbsp;","listText":"[流泪]&nbsp;","text":"[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633296448","repostId":"1105297016","repostType":4,"isVote":1,"tweetType":1,"viewCount":1685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633899757,"gmtCreate":1643902320456,"gmtModify":1643902428143,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"b","listText":"b","text":"b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633899757","repostId":"1141964837","repostType":4,"repost":{"id":"1141964837","kind":"news","pubTimestamp":1643889279,"share":"https://www.laohunote.com/m/news/1141964837?lang=zh_CN&edition=full","pubTime":"2022-02-03 19:54","market":"us","language":"en","title":"Honeywell Non-GAAP EPS of $2.09 Beats by $0.01, Revenue of $8.66B Misses by $80M<blockquote>霍尼韦尔非 GAAP 每股收益为 2.09 美元，超过预期为 0.01 美元，收入为 8.66B 美元，低于预期为 8000 万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1141964837","media":"Seeking Alpha","summary":"Honeywellpress release(NASDAQ:HON): Q4 Non-GAAP EPS of $2.09 beats by $0.01.Revenue of $8.66B (-2.7%","content":"<p><html><head></head><body><ul><li>Honeywellpress release(NASDAQ:HON): Q4 Non-GAAP EPS of $2.09 beats by $0.01.</li><li>Revenue of $8.66B (-2.7% Y/Y)misses by $80M.</li><li><b>Honeywell&#39;s outlook for 2022</b>: The company expects sales of $35.4 billion to $36.4 billion vs. $36.81B consensus, representing year-over-year organic growth of 4% to 7%, or 5% to 8% excluding the impact of COVID-driven mask sales declines; segment margin expansion of 10 to 50 basis points, including the (30) basis point impact of its newly combined Quantinuum business; earnings per share of $8.40 to $8.70, up 4% to 8% adjusted vs. $8.97 consensus; operating cash flow of $5.7 billion to $6.1 billion, and free cash flow of $4.7 billion to $5.1 billion.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>霍尼韦尔新闻稿（纳斯达克股票代码：HON）：第四季度非 GAAP 每股收益为 2.09 美元，超过预期为 0.01 美元。</li><li>收入 $8.66B（同比-2.7%）低于预期 8000 万美元。</li><li><b>霍尼韦尔 2022 年展望</b>：该公司预计销售额为 354 亿至 364 亿美元，而市场普遍预期为 368.1 亿美元，同比有机增长 4% 至 7%，或 5% 至 8%，不包括新冠疫情导致的口罩销量下降的影响；分部利润率扩大 10 至 50 个基点，包括新合并的 Quantinuum 业务的 (30) 个基点影响；每股收益为 8.40 美元至 8.70 美元，调整后较市场预期的 8.97 美元增长 4% 至 8%；运营现金流57亿至61亿美元，自由现金流47亿至51亿美元。</li></ul></body></html></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>Honeywell Non-GAAP EPS of $2.09 Beats by $0.01, Revenue of $8.66B Misses by $80M<blockquote>霍尼韦尔非 GAAP 每股收益为 2.09 美元，超过预期为 0.01 美元，收入为 8.66B 美元，低于预期为 8000 万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHoneywell Non-GAAP EPS of $2.09 Beats by $0.01, Revenue of $8.66B Misses by $80M<blockquote>霍尼韦尔非 GAAP 每股收益为 2.09 美元，超过预期为 0.01 美元，收入为 8.66B 美元，低于预期为 8000 万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-03 19:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Honeywellpress release(NASDAQ:HON): Q4 Non-GAAP EPS of $2.09 beats by $0.01.</li><li>Revenue of $8.66B (-2.7% Y/Y)misses by $80M.</li><li><b>Honeywell&#39;s outlook for 2022</b>: The company expects sales of $35.4 billion to $36.4 billion vs. $36.81B consensus, representing year-over-year organic growth of 4% to 7%, or 5% to 8% excluding the impact of COVID-driven mask sales declines; segment margin expansion of 10 to 50 basis points, including the (30) basis point impact of its newly combined Quantinuum business; earnings per share of $8.40 to $8.70, up 4% to 8% adjusted vs. $8.97 consensus; operating cash flow of $5.7 billion to $6.1 billion, and free cash flow of $4.7 billion to $5.1 billion.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>霍尼韦尔新闻稿（纳斯达克股票代码：HON）：第四季度非 GAAP 每股收益为 2.09 美元，超过预期为 0.01 美元。</li><li>收入 $8.66B（同比-2.7%）低于预期 8000 万美元。</li><li><b>霍尼韦尔 2022 年展望</b>：该公司预计销售额为 354 亿至 364 亿美元，而市场普遍预期为 368.1 亿美元，同比有机增长 4% 至 7%，或 5% 至 8%，不包括新冠疫情导致的口罩销量下降的影响；分部利润率扩大 10 至 50 个基点，包括新合并的 Quantinuum 业务的 (30) 个基点影响；每股收益为 8.40 美元至 8.70 美元，调整后较市场预期的 8.97 美元增长 4% 至 8%；运营现金流57亿至61亿美元，自由现金流47亿至51亿美元。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3795368-honeywell-non-gaap-eps-of-209-beats-by-001-revenue-of-866b-misses-by-80m\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HON":"霍尼韦尔"},"source_url":"https://seekingalpha.com/news/3795368-honeywell-non-gaap-eps-of-209-beats-by-001-revenue-of-866b-misses-by-80m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141964837","content_text":"Honeywellpress release(NASDAQ:HON): Q4 Non-GAAP EPS of $2.09 beats by $0.01.Revenue of $8.66B (-2.7% Y/Y)misses by $80M.Honeywell's outlook for 2022: The company expects sales of $35.4 billion to $36.4 billion vs. $36.81B consensus, representing year-over-year organic growth of 4% to 7%, or 5% to 8% excluding the impact of COVID-driven mask sales declines; segment margin expansion of 10 to 50 basis points, including the (30) basis point impact of its newly combined Quantinuum business; earnings per share of $8.40 to $8.70, up 4% to 8% adjusted vs. $8.97 consensus; operating cash flow of $5.7 billion to $6.1 billion, and free cash flow of $4.7 billion to $5.1 billion.","news_type":1,"symbols_score_info":{"HON":0.9}},"isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633899580,"gmtCreate":1643902241279,"gmtModify":1643902363652,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633899580","repostId":"2208997843","repostType":4,"isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633336190,"gmtCreate":1643751997226,"gmtModify":1643751998947,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"7","listText":"7","text":"7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633336190","repostId":"1196808170","repostType":4,"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633908492,"gmtCreate":1643636209402,"gmtModify":1643636209839,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[害羞]&nbsp;","listText":"[害羞]&nbsp;","text":"[害羞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633908492","repostId":"1178215374","repostType":4,"repost":{"id":"1178215374","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643634021,"share":"https://www.laohunote.com/m/news/1178215374?lang=zh_CN&edition=full","pubTime":"2022-01-31 21:00","market":"us","language":"en","title":"Pre-Bell｜Nasdaq Futures Rose on Monday; Netflix, Spotify Upped to Buy at Citigroup<blockquote>盘前|纳斯达克期货周一上涨；Netflix、Spotify 被花旗集团提议收购</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178215374","media":"Tiger Newspress","summary":"Nasdaq 100 futures rose on Monday, with the tech-heavy index on track for the worst month since 2008","content":"<p><html><head></head><body>Nasdaq 100 futures rose on Monday, with the tech-heavy index on track for the worst month since 2008 as investors shied away from stocks with lofty valuations amid aggressive rate hike expectations, mixed earnings and geopolitical tensions.</p><p><blockquote><html><head></head><body>纳斯达克 100 指数期货周一上涨，由于激进的加息预期、好坏参半的盈利和地缘政治紧张局势，投资者回避估值较高的股票，该以科技股为主的指数有望创下 2008 年以来最糟糕的一个月。</body></html></blockquote></p><p><b>Market Snapshot</b></p><p><blockquote><b>市场快照</b></blockquote></p><p>At 8 a.m. ET, Dow e-minis were down 192 points, or 0.55%, S&amp;P 500 e-minis were down 16.5 points, or 0.37%, and Nasdaq 100 e-minis were up 9 points, or 0.06%.</p><p><blockquote>美国东部时间上午 8 点，道琼斯电子迷你指数下跌 192 点，跌幅 0.55%，标普500电子迷你指数下跌 16.5 点，跌幅 0.37%，纳斯达克 100 电子迷你指数上涨 9 点，跌幅 0.06%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7d75b4005123cd161b882e9e32b0635e\" tg-width=\"560\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p><b>Pre-Market Movers</b></p><p><blockquote><b>盘前推动者</b></blockquote></p><p><a href=\"https://laohu8.com/S/CTXS\">Citrix</a>  (CTXS) – Citrix is near a deal to be taken private for roughly $13 billion, according to multiple media reports. The deal would see the cloud computing company acquired by Vista Equity Partners and an affiliate of Elliott Management for $104 per share. That&#39;s below the Friday closing price for Citrix of $105.55 a share, with the stock up over the past few months on reports of takeover talks. Its shares fell 3.4% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/CTXS\">思杰</a>（CTXS）——据多家媒体报道，思杰即将以约130亿美元的价格私有化。这笔交易将使这家云计算公司被 Vista Equity Partners 和 Elliott Management 的子公司以每股 104 美元的价格收购。这低于 Citrix 周五每股 105.55 美元的收盘价，该股在过去几个月因收购谈判的报道而上涨。其股价在盘前交易中下跌 3.4%。</blockquote></p><p><a href=\"https://laohu8.com/S/BB\">BlackBerry</a>  (BB) – The communications software company&#39;s stock tumbled 6.1% in the premarket after it announced a deal to sell its non-core patent assets for $600 million. The patents primarily involve mobile devices, messaging and wireless networking, with patents essential to its current core business not involved in the deal. The buyer is Catapult IP innovations, a special purpose vehicle formed specifically to buy those patents.</p><p><blockquote><a href=\"https://laohu8.com/S/BB\">黑莓</a>(BB) – 这家通信软件公司宣布以 6 亿美元出售其非核心专利资产的交易后，其股价在盘前暴跌 6.1%。这些专利主要涉及移动设备、消息传递和无线网络，对其当前核心业务至关重要的专利并未涉及此次交易。买家是Catapult IP innovations，这是一个专门为购买这些专利而成立的特殊目的工具。</blockquote></p><p><a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  (SPOT) – Spotify shares rose 1.5% in premarket trading after the audio streaming service took steps to address the controversy surrounding its Joe Rogan podcast, which has been accused of spreading Covid-19 misinformation. Spotify publicized its platform policies and announced the creation of a coronavirus information hub.</p><p><blockquote><a href=\"https://laohu8.com/S/SPOT\">Spotify技术有限公司</a>（现货）——Spotify 股价在盘前交易中上涨 1.5%，此前这家音频流媒体服务采取措施解决围绕其乔·罗根播客的争议，该播客被指控传播 Covid-19 错误信息。Spotify公布了其平台政策，并宣布创建一个冠状病毒信息中心。</blockquote></p><p><a href=\"https://laohu8.com/S/OTIS\">Otis Worldwide Corp</a>  (OTIS) – The elevator and escalator maker reported quarterly profit of 72 cents per share, 4 cents a share above estimates. Revenue essentially came in line with forecasts. Otis also said sales growth would slow this year and forecast adjusted 2022 earnings per share at $3.20 to $3.30, compared to a consensus estimate of $3.29 a share.</p><p><blockquote><a href=\"https://laohu8.com/S/OTIS\">奥的斯全球公司</a>（奥的斯）——这家电梯和自动扶梯制造商公布季度利润为每股 72 美分，比预期高出 4 美分。收入基本符合预测。奥的斯还表示，今年的销售增长将放缓，并预测 2022 年调整后每股收益为 3.20 美元至 3.30 美元，而市场普遍预期为每股 3.29 美元。</blockquote></p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>  (WBA) – Walgreens has kicked off the sales process for its Boots international drug store unit, according to people with knowledge of the matter who spoke to Bloomberg. A number of buyout firms, including Sycamore Partners, are said to be mulling bids for the unit. Walgreens fell 1% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>（WBA）——据接受彭博社采访的知情人士透露，沃尔格林已经启动了其博姿国际药店部门的销售程序。据称，包括 Sycamore Partners 在内的多家收购公司正在考虑收购该部门。沃尔格林在盘前交易中下跌 1%。</blockquote></p><p><a href=\"https://laohu8.com/S/MPC\">Marathon</a>  (MPC) – Marathon Petroleum is down in premarket trading, following a Reuters report that the United Steelworkers Union rejected a contract offer from the energy producer. The offer would have given refinery and chemical plant workers a 4% pay increase over three years, according to people familiar with the matter. Marathon fell 1.1% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/MPC\">马拉松</a>（MPC）——路透社报道称，美国钢铁工人联合会拒绝了这家能源生产商的合同报价，马拉松石油公司在盘前交易中下跌。据知情人士透露，该提议将使炼油厂和化工厂工人在三年内加薪 4%。马拉松在盘前交易中下跌 1.1%。</blockquote></p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) – Beyond Meat was double-upgraded to &#34;overweight&#34; from &#34;underweight&#34; at Barclays, which increased its price target on the maker of plant-based meat alternatives to $80 per share from $70 a share. Barclays cites the company&#39;s growth potential, especially in the U.S. retail market. Beyond Meat jumped 4.4% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/BYND\">Beyond Meat公司。</a>（BYND）——巴克莱银行将Beyond Meat的评级从“跑输大盘”上调至“跑赢大盘”，巴克莱银行将这家植物性肉类替代品制造商的目标价从每股 70 美元上调至每股 80 美元。巴克莱银行列举了该公司的增长潜力，尤其是在美国零售市场。Beyond Meat盘前上涨 4.4%。</blockquote></p><p><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a>  (ISRG) – Intuitive Surgical was upgraded to &#34;overweight&#34; from &#34;neutral&#34; at Piper Sandler, which cites a number of factors including valuation for the maker of surgical equipment. The stock had fallen nearly 8% on Jan. 21 following its quarterly earnings and remains at roughly the same level. Intuitive Surgical added 1.2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/ISRG\">直观手术</a>（ISRG）——Piper Sandler 的 Intuitive Surgical 从“中性”升级为“跑赢大盘”，该公司引用了许多因素，包括手术设备制造商的估值。1 月 21 日，该股在季度财报公布后下跌近 8%，目前仍处于大致相同的水平。Intuitive Surgical 在盘前交易中上涨了 1.2%。</blockquote></p><p><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> (NFLX) – Netflix added 2.5% in the premarket after Citi upgraded the stream service&#39;s stock to &#34;buy&#34; from &#34;neutral.&#34; Citi said that following the recent sell-off, prevailing equity values don&#39;t reflect material subscriber growth prospects or improving subscriber economics beyond 2023.</p><p><blockquote><a href=\"https://laohu8.com/S/NFLX\">网飞</a>(NFLX) – 花旗将流媒体服务的股票评级从“中性”上调至“买入”后，Netflix 在盘前上涨 2.5%。花旗表示，在最近的抛售之后，普遍的股票价值并没有反映出 2023 年之后用户经济的重大增长前景或改善。</blockquote></p><p><a href=\"https://laohu8.com/S/ALGN\">Align Technology</a>  (ALGN), <a href=\"https://laohu8.com/S/NVST\">Envista Holdings</a>  (NVST) – The maker of Invisalign dental braces was rated &#34;overweight&#34; in new coverage at Morgan Stanley, which notes the recovery for the dental market following pandemic-related disruption and said that dental product specialists like Align, Envista, and Dentsply Sirona (XRAY) are poised to benefit. Align and Envista both gained 1.4% in the premarket, while Dentsply was little changed.</p><p><blockquote><a href=\"https://laohu8.com/S/ALGN\">对齐技术</a>(ALGN)，<a href=\"https://laohu8.com/S/NVST\">远景达控股</a>（NVST）——这家隐适美牙套制造商在摩根士丹利的新报道中被评为“跑赢大盘”，摩根士丹利指出，在与大流行相关的混乱之后，牙科市场有所复苏，并表示 Align、Envista 和 Dentsply Sirona (XRAY) 等牙科产品专家有望受益。Align 和 Envista 在盘前均上涨 1.4%，而 Dentsply 则变化不大。</blockquote></p><p><b>Market News</b></p><p><blockquote><b>市场新闻</b></blockquote></p><p></p><p>Vodafone said on Monday it would work with Intel Corp and other silicon vendors on designing its own chip architecture to drive innovation and efficiency in nascent OpenRAN network technology.The initiative will be based at Vodafone&#39;s digital innovation and R&amp;D centre in Malaga, which opened on Monday.</p><p><blockquote>沃达丰周一表示，将与英特尔公司和其他芯片供应商合作，设计自己的芯片架构，以推动新兴OpenRAN网络技术的创新和效率。该计划将基于沃达丰位于马拉加的数字创新和R&amp;D中心，该中心于周一开业。</blockquote></p><p>Norway&#39;s Hammerfest LNG plant faces a further delay before restarting production following a fire in 2020, Equinor    and Norwegian gas system manager Gassco said on Monday.The plant, operated by Equinor, is now expected to resume output on May 17, more than six weeks later than the previous goal of restarting on March 31.</p><p><blockquote>Equinor 和挪威天然气系统经理 Gassco 周一表示，挪威哈默菲斯特液化天然气工厂在 2020 年发生火灾后重启生产之前面临进一步延误。该工厂由 Equinor 运营，目前预计将于 5 月 17 日恢复生产，比之前于 3 月 31 日重启的目标晚了六周多。</blockquote></p><p>Oil major Shell said it would begin trading with a single line of shares on Monday, confirming the assimilation of its A and B shares over the weekend as part of plans to simplify its dual share structure.</p><p><blockquote>石油巨头壳牌表示，将于周一开始以单一股票进行交易，并确认将在周末吸收其 A 股和 B 股，作为简化双重股权结构计划的一部分。</blockquote></p><p>ABB said on Monday it had increased its majority stake in Chinese electric vehicle (EV) charging provider Chargedot to 80per cent from 67per cent.</p><p><blockquote>ABB 周一表示，已将其在中国电动汽车 (EV) 充电提供商 Chargedot 的多数股权从 67% 增至 80%。</blockquote></p><p>Kalera To Go Public On Nasdaq Through Merger With <a href=\"https://laohu8.com/S/RICOU\">Agrico Acquisition Corp</a>.All-Stock Transaction Puts Equity Value Of Combined Co At About $375 Million On A Fully Diluted Pro Forma Basis.</p><p><blockquote>Kalera 将通过合并在纳斯达克上市<a href=\"https://laohu8.com/S/RICOU\">农业收购公司</a>.全股票交易使 Combined Co 的股权价值在完全稀释的备考基础上约为 3.75 亿美元。</blockquote></p><p>Qatari Ministry of Health approved the Pfizer (NYSE:PFE) - BioNTech&#39;s (NASDAQ:BNTX) coronavirus vaccine for children aged 5 to 11 years, source Reuters.</p><p><blockquote>卡塔尔卫生部批准了辉瑞（纽约证券交易所股票代码：PFE）-BioNTech（纳斯达克股票代码：BNTX）用于5至11岁儿童的冠状病毒疫苗，来源路透社。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Nasdaq Futures Rose on Monday; Netflix, Spotify Upped to Buy at Citigroup<blockquote>盘前|纳斯达克期货周一上涨；Netflix、Spotify 被花旗集团提议收购</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\">\nPre-Bell｜Nasdaq Futures Rose on Monday; Netflix, Spotify Upped to Buy at Citigroup<blockquote>盘前|纳斯达克期货周一上涨；Netflix、Spotify 被花旗集团提议收购</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-31 21:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Nasdaq 100 futures rose on Monday, with the tech-heavy index on track for the worst month since 2008 as investors shied away from stocks with lofty valuations amid aggressive rate hike expectations, mixed earnings and geopolitical tensions.</p><p><blockquote><html><head></head><body>纳斯达克 100 指数期货周一上涨，由于激进的加息预期、好坏参半的盈利和地缘政治紧张局势，投资者回避估值较高的股票，该以科技股为主的指数有望创下 2008 年以来最糟糕的一个月。</body></html></blockquote></p><p><b>Market Snapshot</b></p><p><blockquote><b>市场快照</b></blockquote></p><p>At 8 a.m. ET, Dow e-minis were down 192 points, or 0.55%, S&amp;P 500 e-minis were down 16.5 points, or 0.37%, and Nasdaq 100 e-minis were up 9 points, or 0.06%.</p><p><blockquote>美国东部时间上午 8 点，道琼斯电子迷你指数下跌 192 点，跌幅 0.55%，标普500电子迷你指数下跌 16.5 点，跌幅 0.37%，纳斯达克 100 电子迷你指数上涨 9 点，跌幅 0.06%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/7d75b4005123cd161b882e9e32b0635e\" tg-width=\"560\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p><b>Pre-Market Movers</b></p><p><blockquote><b>盘前推动者</b></blockquote></p><p><a href=\"https://laohu8.com/S/CTXS\">Citrix</a>  (CTXS) – Citrix is near a deal to be taken private for roughly $13 billion, according to multiple media reports. The deal would see the cloud computing company acquired by Vista Equity Partners and an affiliate of Elliott Management for $104 per share. That&#39;s below the Friday closing price for Citrix of $105.55 a share, with the stock up over the past few months on reports of takeover talks. Its shares fell 3.4% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/CTXS\">思杰</a>（CTXS）——据多家媒体报道，思杰即将以约130亿美元的价格私有化。这笔交易将使这家云计算公司被 Vista Equity Partners 和 Elliott Management 的子公司以每股 104 美元的价格收购。这低于 Citrix 周五每股 105.55 美元的收盘价，该股在过去几个月因收购谈判的报道而上涨。其股价在盘前交易中下跌 3.4%。</blockquote></p><p><a href=\"https://laohu8.com/S/BB\">BlackBerry</a>  (BB) – The communications software company&#39;s stock tumbled 6.1% in the premarket after it announced a deal to sell its non-core patent assets for $600 million. The patents primarily involve mobile devices, messaging and wireless networking, with patents essential to its current core business not involved in the deal. The buyer is Catapult IP innovations, a special purpose vehicle formed specifically to buy those patents.</p><p><blockquote><a href=\"https://laohu8.com/S/BB\">黑莓</a>(BB) – 这家通信软件公司宣布以 6 亿美元出售其非核心专利资产的交易后，其股价在盘前暴跌 6.1%。这些专利主要涉及移动设备、消息传递和无线网络，对其当前核心业务至关重要的专利并未涉及此次交易。买家是Catapult IP innovations，这是一个专门为购买这些专利而成立的特殊目的工具。</blockquote></p><p><a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a>  (SPOT) – Spotify shares rose 1.5% in premarket trading after the audio streaming service took steps to address the controversy surrounding its Joe Rogan podcast, which has been accused of spreading Covid-19 misinformation. Spotify publicized its platform policies and announced the creation of a coronavirus information hub.</p><p><blockquote><a href=\"https://laohu8.com/S/SPOT\">Spotify技术有限公司</a>（现货）——Spotify 股价在盘前交易中上涨 1.5%，此前这家音频流媒体服务采取措施解决围绕其乔·罗根播客的争议，该播客被指控传播 Covid-19 错误信息。Spotify公布了其平台政策，并宣布创建一个冠状病毒信息中心。</blockquote></p><p><a href=\"https://laohu8.com/S/OTIS\">Otis Worldwide Corp</a>  (OTIS) – The elevator and escalator maker reported quarterly profit of 72 cents per share, 4 cents a share above estimates. Revenue essentially came in line with forecasts. Otis also said sales growth would slow this year and forecast adjusted 2022 earnings per share at $3.20 to $3.30, compared to a consensus estimate of $3.29 a share.</p><p><blockquote><a href=\"https://laohu8.com/S/OTIS\">奥的斯全球公司</a>（奥的斯）——这家电梯和自动扶梯制造商公布季度利润为每股 72 美分，比预期高出 4 美分。收入基本符合预测。奥的斯还表示，今年的销售增长将放缓，并预测 2022 年调整后每股收益为 3.20 美元至 3.30 美元，而市场普遍预期为每股 3.29 美元。</blockquote></p><p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a>  (WBA) – Walgreens has kicked off the sales process for its Boots international drug store unit, according to people with knowledge of the matter who spoke to Bloomberg. A number of buyout firms, including Sycamore Partners, are said to be mulling bids for the unit. Walgreens fell 1% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/WBA\">沃尔格林博姿联盟</a>（WBA）——据接受彭博社采访的知情人士透露，沃尔格林已经启动了其博姿国际药店部门的销售程序。据称，包括 Sycamore Partners 在内的多家收购公司正在考虑收购该部门。沃尔格林在盘前交易中下跌 1%。</blockquote></p><p><a href=\"https://laohu8.com/S/MPC\">Marathon</a>  (MPC) – Marathon Petroleum is down in premarket trading, following a Reuters report that the United Steelworkers Union rejected a contract offer from the energy producer. The offer would have given refinery and chemical plant workers a 4% pay increase over three years, according to people familiar with the matter. Marathon fell 1.1% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/MPC\">马拉松</a>（MPC）——路透社报道称，美国钢铁工人联合会拒绝了这家能源生产商的合同报价，马拉松石油公司在盘前交易中下跌。据知情人士透露，该提议将使炼油厂和化工厂工人在三年内加薪 4%。马拉松在盘前交易中下跌 1.1%。</blockquote></p><p><a href=\"https://laohu8.com/S/BYND\">Beyond Meat, Inc.</a> (BYND) – Beyond Meat was double-upgraded to &#34;overweight&#34; from &#34;underweight&#34; at Barclays, which increased its price target on the maker of plant-based meat alternatives to $80 per share from $70 a share. Barclays cites the company&#39;s growth potential, especially in the U.S. retail market. Beyond Meat jumped 4.4% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/BYND\">Beyond Meat公司。</a>（BYND）——巴克莱银行将Beyond Meat的评级从“跑输大盘”上调至“跑赢大盘”，巴克莱银行将这家植物性肉类替代品制造商的目标价从每股 70 美元上调至每股 80 美元。巴克莱银行列举了该公司的增长潜力，尤其是在美国零售市场。Beyond Meat盘前上涨 4.4%。</blockquote></p><p><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a>  (ISRG) – Intuitive Surgical was upgraded to &#34;overweight&#34; from &#34;neutral&#34; at Piper Sandler, which cites a number of factors including valuation for the maker of surgical equipment. The stock had fallen nearly 8% on Jan. 21 following its quarterly earnings and remains at roughly the same level. Intuitive Surgical added 1.2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/ISRG\">直观手术</a>（ISRG）——Piper Sandler 的 Intuitive Surgical 从“中性”升级为“跑赢大盘”，该公司引用了许多因素，包括手术设备制造商的估值。1 月 21 日，该股在季度财报公布后下跌近 8%，目前仍处于大致相同的水平。Intuitive Surgical 在盘前交易中上涨了 1.2%。</blockquote></p><p><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> (NFLX) – Netflix added 2.5% in the premarket after Citi upgraded the stream service&#39;s stock to &#34;buy&#34; from &#34;neutral.&#34; Citi said that following the recent sell-off, prevailing equity values don&#39;t reflect material subscriber growth prospects or improving subscriber economics beyond 2023.</p><p><blockquote><a href=\"https://laohu8.com/S/NFLX\">网飞</a>(NFLX) – 花旗将流媒体服务的股票评级从“中性”上调至“买入”后，Netflix 在盘前上涨 2.5%。花旗表示，在最近的抛售之后，普遍的股票价值并没有反映出 2023 年之后用户经济的重大增长前景或改善。</blockquote></p><p><a href=\"https://laohu8.com/S/ALGN\">Align Technology</a>  (ALGN), <a href=\"https://laohu8.com/S/NVST\">Envista Holdings</a>  (NVST) – The maker of Invisalign dental braces was rated &#34;overweight&#34; in new coverage at Morgan Stanley, which notes the recovery for the dental market following pandemic-related disruption and said that dental product specialists like Align, Envista, and Dentsply Sirona (XRAY) are poised to benefit. Align and Envista both gained 1.4% in the premarket, while Dentsply was little changed.</p><p><blockquote><a href=\"https://laohu8.com/S/ALGN\">对齐技术</a>(ALGN)，<a href=\"https://laohu8.com/S/NVST\">远景达控股</a>（NVST）——这家隐适美牙套制造商在摩根士丹利的新报道中被评为“跑赢大盘”，摩根士丹利指出，在与大流行相关的混乱之后，牙科市场有所复苏，并表示 Align、Envista 和 Dentsply Sirona (XRAY) 等牙科产品专家有望受益。Align 和 Envista 在盘前均上涨 1.4%，而 Dentsply 则变化不大。</blockquote></p><p><b>Market News</b></p><p><blockquote><b>市场新闻</b></blockquote></p><p></p><p>Vodafone said on Monday it would work with Intel Corp and other silicon vendors on designing its own chip architecture to drive innovation and efficiency in nascent OpenRAN network technology.The initiative will be based at Vodafone&#39;s digital innovation and R&amp;D centre in Malaga, which opened on Monday.</p><p><blockquote>沃达丰周一表示，将与英特尔公司和其他芯片供应商合作，设计自己的芯片架构，以推动新兴OpenRAN网络技术的创新和效率。该计划将基于沃达丰位于马拉加的数字创新和R&amp;D中心，该中心于周一开业。</blockquote></p><p>Norway&#39;s Hammerfest LNG plant faces a further delay before restarting production following a fire in 2020, Equinor    and Norwegian gas system manager Gassco said on Monday.The plant, operated by Equinor, is now expected to resume output on May 17, more than six weeks later than the previous goal of restarting on March 31.</p><p><blockquote>Equinor 和挪威天然气系统经理 Gassco 周一表示，挪威哈默菲斯特液化天然气工厂在 2020 年发生火灾后重启生产之前面临进一步延误。该工厂由 Equinor 运营，目前预计将于 5 月 17 日恢复生产，比之前于 3 月 31 日重启的目标晚了六周多。</blockquote></p><p>Oil major Shell said it would begin trading with a single line of shares on Monday, confirming the assimilation of its A and B shares over the weekend as part of plans to simplify its dual share structure.</p><p><blockquote>石油巨头壳牌表示，将于周一开始以单一股票进行交易，并确认将在周末吸收其 A 股和 B 股，作为简化双重股权结构计划的一部分。</blockquote></p><p>ABB said on Monday it had increased its majority stake in Chinese electric vehicle (EV) charging provider Chargedot to 80per cent from 67per cent.</p><p><blockquote>ABB 周一表示，已将其在中国电动汽车 (EV) 充电提供商 Chargedot 的多数股权从 67% 增至 80%。</blockquote></p><p>Kalera To Go Public On Nasdaq Through Merger With <a href=\"https://laohu8.com/S/RICOU\">Agrico Acquisition Corp</a>.All-Stock Transaction Puts Equity Value Of Combined Co At About $375 Million On A Fully Diluted Pro Forma Basis.</p><p><blockquote>Kalera 将通过合并在纳斯达克上市<a href=\"https://laohu8.com/S/RICOU\">农业收购公司</a>.全股票交易使 Combined Co 的股权价值在完全稀释的备考基础上约为 3.75 亿美元。</blockquote></p><p>Qatari Ministry of Health approved the Pfizer (NYSE:PFE) - BioNTech&#39;s (NASDAQ:BNTX) coronavirus vaccine for children aged 5 to 11 years, source Reuters.</p><p><blockquote>卡塔尔卫生部批准了辉瑞（纽约证券交易所股票代码：PFE）-BioNTech（纳斯达克股票代码：BNTX）用于5至11岁儿童的冠状病毒疫苗，来源路透社。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178215374","content_text":"Nasdaq 100 futures rose on Monday, with the tech-heavy index on track for the worst month since 2008 as investors shied away from stocks with lofty valuations amid aggressive rate hike expectations, mixed earnings and geopolitical tensions.Market SnapshotAt 8 a.m. ET, Dow e-minis were down 192 points, or 0.55%, S&P 500 e-minis were down 16.5 points, or 0.37%, and Nasdaq 100 e-minis were up 9 points, or 0.06%.Pre-Market MoversCitrix  (CTXS) – Citrix is near a deal to be taken private for roughly $13 billion, according to multiple media reports. The deal would see the cloud computing company acquired by Vista Equity Partners and an affiliate of Elliott Management for $104 per share. That's below the Friday closing price for Citrix of $105.55 a share, with the stock up over the past few months on reports of takeover talks. Its shares fell 3.4% in premarket trading.BlackBerry  (BB) – The communications software company's stock tumbled 6.1% in the premarket after it announced a deal to sell its non-core patent assets for $600 million. The patents primarily involve mobile devices, messaging and wireless networking, with patents essential to its current core business not involved in the deal. The buyer is Catapult IP innovations, a special purpose vehicle formed specifically to buy those patents.Spotify Technology S.A.  (SPOT) – Spotify shares rose 1.5% in premarket trading after the audio streaming service took steps to address the controversy surrounding its Joe Rogan podcast, which has been accused of spreading Covid-19 misinformation. Spotify publicized its platform policies and announced the creation of a coronavirus information hub.Otis Worldwide Corp  (OTIS) – The elevator and escalator maker reported quarterly profit of 72 cents per share, 4 cents a share above estimates. Revenue essentially came in line with forecasts. Otis also said sales growth would slow this year and forecast adjusted 2022 earnings per share at $3.20 to $3.30, compared to a consensus estimate of $3.29 a share.Walgreens Boots Alliance  (WBA) – Walgreens has kicked off the sales process for its Boots international drug store unit, according to people with knowledge of the matter who spoke to Bloomberg. A number of buyout firms, including Sycamore Partners, are said to be mulling bids for the unit. Walgreens fell 1% in premarket action.Marathon  (MPC) – Marathon Petroleum is down in premarket trading, following a Reuters report that the United Steelworkers Union rejected a contract offer from the energy producer. The offer would have given refinery and chemical plant workers a 4% pay increase over three years, according to people familiar with the matter. Marathon fell 1.1% in premarket trading.Beyond Meat, Inc. (BYND) – Beyond Meat was double-upgraded to \"overweight\" from \"underweight\" at Barclays, which increased its price target on the maker of plant-based meat alternatives to $80 per share from $70 a share. Barclays cites the company's growth potential, especially in the U.S. retail market. Beyond Meat jumped 4.4% in the premarket.Intuitive Surgical  (ISRG) – Intuitive Surgical was upgraded to \"overweight\" from \"neutral\" at Piper Sandler, which cites a number of factors including valuation for the maker of surgical equipment. The stock had fallen nearly 8% on Jan. 21 following its quarterly earnings and remains at roughly the same level. Intuitive Surgical added 1.2% in premarket action.Netflix (NFLX) – Netflix added 2.5% in the premarket after Citi upgraded the stream service's stock to \"buy\" from \"neutral.\" Citi said that following the recent sell-off, prevailing equity values don't reflect material subscriber growth prospects or improving subscriber economics beyond 2023.Align Technology  (ALGN), Envista Holdings  (NVST) – The maker of Invisalign dental braces was rated \"overweight\" in new coverage at Morgan Stanley, which notes the recovery for the dental market following pandemic-related disruption and said that dental product specialists like Align, Envista, and Dentsply Sirona (XRAY) are poised to benefit. Align and Envista both gained 1.4% in the premarket, while Dentsply was little changed.Market NewsVodafone said on Monday it would work with Intel Corp and other silicon vendors on designing its own chip architecture to drive innovation and efficiency in nascent OpenRAN network technology.The initiative will be based at Vodafone's digital innovation and R&D centre in Malaga, which opened on Monday.Norway's Hammerfest LNG plant faces a further delay before restarting production following a fire in 2020, Equinor    and Norwegian gas system manager Gassco said on Monday.The plant, operated by Equinor, is now expected to resume output on May 17, more than six weeks later than the previous goal of restarting on March 31.Oil major Shell said it would begin trading with a single line of shares on Monday, confirming the assimilation of its A and B shares over the weekend as part of plans to simplify its dual share structure.ABB said on Monday it had increased its majority stake in Chinese electric vehicle (EV) charging provider Chargedot to 80per cent from 67per cent.Kalera To Go Public On Nasdaq Through Merger With Agrico Acquisition Corp.All-Stock Transaction Puts Equity Value Of Combined Co At About $375 Million On A Fully Diluted Pro Forma Basis.Qatari Ministry of Health approved the Pfizer (NYSE:PFE) - BioNTech's (NASDAQ:BNTX) coronavirus vaccine for children aged 5 to 11 years, source 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06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">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":{"DE":"迪尔股份有限公司",".IXIC":"NASDAQ Composite","BBY":"百思买","ZM":"Zoom",".SPX":"S&P 500 Index","DELL":"戴尔",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{"DE":0.9,".SPX":0.9,"ZM":0.9,"BBY":0.9,".IXIC":0.9,"DELL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812377264,"gmtCreate":1630558157458,"gmtModify":1631891834099,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812377264","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602493517,"gmtCreate":1639053025725,"gmtModify":1639053027146,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/602493517","repostId":"2190530611","repostType":4,"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822628732,"gmtCreate":1634128854868,"gmtModify":1634128855022,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822628732","repostId":"1159780110","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690637399,"gmtCreate":1639662642634,"gmtModify":1639662642979,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690637399","repostId":"1142996286","repostType":4,"repost":{"id":"1142996286","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639659703,"share":"https://www.laohunote.com/m/news/1142996286?lang=zh_CN&edition=full","pubTime":"2021-12-16 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142996286","media":"Tiger Newspress","summary":"U.S. stock-index futures advanced Thursday morning after the market staged a U-turn the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.$Delta Air Lines$ – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-","content":"<p>U.S.&nbsp;stock-index futures advanced Thursday morning after&nbsp;the market staged a U-turn&nbsp;the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.</p><p><blockquote>美国股指期货周四上午上涨，此前市场在前一个交易日出现180度大转弯，对美联储加快缩减规模步伐并暂时维持利率不变的决定表示欢迎。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 204 points, or 0.57%, S&amp;P 500 e-minis were up 31.25 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.<img src=\"https://static.tigerbbs.com/6e8a71c62338c2a045263d40bb9c86e4\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\">With the Fed giving markets a breather Wednesday, traders will turn their Thursday to&nbsp;fresh Labor Department data on initial weekly jobless claims. First-time unemployment filings are expected to reflect a slight increase after&nbsp;last’s 52-week low.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 204 点，涨幅 0.57%，标普500电子迷你指数上涨 31.25 点，涨幅 0.66%，纳斯达克 100 电子迷你指数上涨 115.25 点，涨幅 0.71%。随着美联储周三给市场一个喘息的机会，交易员将把周四的注意力转向劳工部关于每周初请失业金人数的最新数据。首次申请失业救济人数预计将在去年创下 52 周低点后略有增加。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a></b> – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-pandemic profit levels.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DAL\">达美航空</a></b>– 达美航空预计第四季度利润为 2 亿美元，盘前股价上涨 2.3%。普遍预测达美航空将出现季度亏损，但该航空公司表示，假日需求强劲，并且有望超过大流行前的利润水平。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ACN\">Accenture PLC</a></b> – The consulting firm’s shares surged 6.7% in the premarket after it reported better-than-expected profit and revenue for its latest quarter, and raised its earnings guidance for fiscal 2022. Revenue rose by more than 20% across the four biggest industry groups in Accenture’s customer base.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ACN\">埃森哲公司</a></b>- 这家咨询公司公布最新一个季度的利润和收入好于预期，并上调了 2022 财年的盈利指引，其股价在盘前大涨 6.7%。埃森哲客户群中四大行业集团的收入增长了 20% 以上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b> – The drugmaker’s shares declined 1% in premarket trading after it said its antibody cocktail loses potency against the omicron Covid-19 variant. Regeneron did say that the cocktail is effective against the delta variant.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REGN\">再生元制药</a></b>- 该制药商称其抗体鸡尾酒对奥密克戎 Covid-19 变种失去效力后，其股价在盘前交易中下跌了 1%。再生元确实说过这种鸡尾酒对德尔塔变异毒株有效。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/LEN\">Lennar</a></b> – Lennar reported quarterly earnings of $3.91 per share, below the $4.15 consensus estimate, and the homebuilder’s revenue also fell short of forecasts. Lennar was hurt by higher lumber costs as well as increased labor costs and shortages of raw materials, resulting in delayed home deliveries. Lennar tumbled 6.3% in premarket action.</p><p><blockquote><b><a href=\"https://laohu8.com/S/LEN\">伦纳</a></b>- Lennar 公布的季度收益为每股 3.91 美元，低于市场普遍预期的 4.15 美元，该住宅建筑商的收入也低于预期。Lennar 受到木材成本上升、劳动力成本增加和原材料短缺的影响，导致送货上门延迟。Lennar 在盘前交易中暴跌 6.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NVS\">Novartis AG</a></b> – Novartis launched a new share buyback program worth up to $15 billion, with the drug maker planning to complete those repurchases by the end of 2023. Shares jumped 4% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/NVS\">诺华公司</a></b>– 诺华启动了一项价值高达 150 亿美元的新股票回购计划，该制药商计划在 2023 年底前完成这些回购。股价在盘前交易中上涨 4%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;</b>– <a href=\"https://laohu8.com/S/V\">Visa</a> rose 1.1% in the premarket after announcing that it added $12 billion to its share buyback program, bringing the total amount of its repurchase authority to $13.2 billion.</p><p><blockquote><b><a href=\"https://laohu8.com/S/V\">签证</a> </b>–<a href=\"https://laohu8.com/S/V\">签证</a>在宣布向股票回购计划增加 120 亿美元后，盘前上涨 1.1%，使其回购授权总额达到 132 亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SJM\">Smucker's</a> </b>– Smucker struck a deal to sell its natural beverage and grains businesses to private equity firm Nexus Capital Management for $110 million, with the food producer saying it wanted to focus more resources on its core brands.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SJM\">斯穆克的</a></b>– Smucker 达成协议，以 1.1 亿美元的价格将其天然饮料和谷物业务出售给私募股权公司 Nexus Capital Management，这家食品生产商表示希望将更多资源集中在其核心品牌上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> </b>– <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> was added to the “conviction buy” list at Goldman Sachs, which points to the company’s pending launch of a new surgical system. Shares added 1.2% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ISRG\">直观手术</a></b>–<a href=\"https://laohu8.com/S/ISRG\">直观手术</a>被列入高盛的 “信念买入 ”名单，这表明该公司即将推出一种新的手术系统。盘前股价上涨 1.2%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/T\">AT&amp;T Inc</a> </b>– Morgan Stanley upgraded AT&amp;T to “overweight” from “equal-weight,” saying a recent slide by the stock creates an attractive risk-reward profile. The firm said there are several other key factors driving the upgrade, including the pending completion of the WarnerMedia/Discoverymerger. AT&amp;T gained 1.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/T\">美国电话电报公司</a></b>- 摩根士丹利将美国电话电报公司的评级从 “同等权重 ”上调至 “跑赢大盘”，称该股最近的下滑创造了一个有吸引力的风险回报状况。该公司表示，还有其他几个关键因素推动了升级，包括华纳媒体/探索频道合并即将完成。AT&amp;T 在盘前交易中上涨 1.5%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/WOOF\">Petco Health and Wellness Company, Inc.</a> </b>– The pet products seller’s stock added 1.9% in the premarket after Needham began coverage with a “buy” rating. The firm feels Petco should outperform competitors in the pet category, given its presence in multiple channels including veterinary hospitals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WOOF\">佩特科健康和保健公司。</a></b>- 在 Needham 开始给予 “买入 ”评级后，这家宠物用品销售商的股价在盘前上涨了 1.9%。该公司认为，鉴于 Petco 在包括兽医院在内的多个渠道都有业务，Petco 的表现应该优于宠物类别的竞争对手。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a> </b>– The e-commerce platform operator rallied 2.9% in premarket trading after Evercore upgraded it to “outperform” from “in line.” Evercore noted that the stock is about 20% below its year highs and that the company represents a high-quality asset in terms of growth opportunities.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SHOP\">商店</a></b>- 在 Evercore 将该电子商务平台运营商的评级从 “符合预期 ”上调至 “跑赢大盘”后，该运营商在盘前交易中上涨了 2.9%。Evercore 指出，该股比年内高点低约 20%，就增长机会而言，该公司代表了优质资产。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nToplines Before US Market Open on Thursday<blockquote>周四美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;stock-index futures advanced Thursday morning after&nbsp;the market staged a U-turn&nbsp;the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.</p><p><blockquote>美国股指期货周四上午上涨，此前市场在前一个交易日出现180度大转弯，对美联储加快缩减规模步伐并暂时维持利率不变的决定表示欢迎。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were up 204 points, or 0.57%, S&amp;P 500 e-minis were up 31.25 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.<img src=\"https://static.tigerbbs.com/6e8a71c62338c2a045263d40bb9c86e4\" tg-width=\"1080\" tg-height=\"368\" width=\"100%\" height=\"auto\">With the Fed giving markets a breather Wednesday, traders will turn their Thursday to&nbsp;fresh Labor Department data on initial weekly jobless claims. First-time unemployment filings are expected to reflect a slight increase after&nbsp;last’s 52-week low.</p><p><blockquote>美国东部时间上午 8:00，道琼斯电子迷你指数上涨 204 点，涨幅 0.57%，标普500电子迷你指数上涨 31.25 点，涨幅 0.66%，纳斯达克 100 电子迷你指数上涨 115.25 点，涨幅 0.71%。随着美联储周三给市场一个喘息的机会，交易员将把周四的注意力转向劳工部关于每周初请失业金人数的最新数据。首次申请失业救济人数预计将在去年创下 52 周低点后略有增加。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a></b> – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-pandemic profit levels.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DAL\">达美航空</a></b>– 达美航空预计第四季度利润为 2 亿美元，盘前股价上涨 2.3%。普遍预测达美航空将出现季度亏损，但该航空公司表示，假日需求强劲，并且有望超过大流行前的利润水平。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ACN\">Accenture PLC</a></b> – The consulting firm’s shares surged 6.7% in the premarket after it reported better-than-expected profit and revenue for its latest quarter, and raised its earnings guidance for fiscal 2022. Revenue rose by more than 20% across the four biggest industry groups in Accenture’s customer base.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ACN\">埃森哲公司</a></b>- 这家咨询公司公布最新一个季度的利润和收入好于预期，并上调了 2022 财年的盈利指引，其股价在盘前大涨 6.7%。埃森哲客户群中四大行业集团的收入增长了 20% 以上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b> – The drugmaker’s shares declined 1% in premarket trading after it said its antibody cocktail loses potency against the omicron Covid-19 variant. Regeneron did say that the cocktail is effective against the delta variant.</p><p><blockquote><b><a href=\"https://laohu8.com/S/REGN\">再生元制药</a></b>- 该制药商称其抗体鸡尾酒对奥密克戎 Covid-19 变种失去效力后，其股价在盘前交易中下跌了 1%。再生元确实说过这种鸡尾酒对德尔塔变异毒株有效。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/LEN\">Lennar</a></b> – Lennar reported quarterly earnings of $3.91 per share, below the $4.15 consensus estimate, and the homebuilder’s revenue also fell short of forecasts. Lennar was hurt by higher lumber costs as well as increased labor costs and shortages of raw materials, resulting in delayed home deliveries. Lennar tumbled 6.3% in premarket action.</p><p><blockquote><b><a href=\"https://laohu8.com/S/LEN\">伦纳</a></b>- Lennar 公布的季度收益为每股 3.91 美元，低于市场普遍预期的 4.15 美元，该住宅建筑商的收入也低于预期。Lennar 受到木材成本上升、劳动力成本增加和原材料短缺的影响，导致送货上门延迟。Lennar 在盘前交易中暴跌 6.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NVS\">Novartis AG</a></b> – Novartis launched a new share buyback program worth up to $15 billion, with the drug maker planning to complete those repurchases by the end of 2023. Shares jumped 4% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/NVS\">诺华公司</a></b>– 诺华启动了一项价值高达 150 亿美元的新股票回购计划，该制药商计划在 2023 年底前完成这些回购。股价在盘前交易中上涨 4%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/V\">Visa</a>&nbsp;</b>– <a href=\"https://laohu8.com/S/V\">Visa</a> rose 1.1% in the premarket after announcing that it added $12 billion to its share buyback program, bringing the total amount of its repurchase authority to $13.2 billion.</p><p><blockquote><b><a href=\"https://laohu8.com/S/V\">签证</a> </b>–<a href=\"https://laohu8.com/S/V\">签证</a>在宣布向股票回购计划增加 120 亿美元后，盘前上涨 1.1%，使其回购授权总额达到 132 亿美元。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SJM\">Smucker's</a> </b>– Smucker struck a deal to sell its natural beverage and grains businesses to private equity firm Nexus Capital Management for $110 million, with the food producer saying it wanted to focus more resources on its core brands.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SJM\">斯穆克的</a></b>– Smucker 达成协议，以 1.1 亿美元的价格将其天然饮料和谷物业务出售给私募股权公司 Nexus Capital Management，这家食品生产商表示希望将更多资源集中在其核心品牌上。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> </b>– <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> was added to the “conviction buy” list at Goldman Sachs, which points to the company’s pending launch of a new surgical system. Shares added 1.2% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/ISRG\">直观手术</a></b>–<a href=\"https://laohu8.com/S/ISRG\">直观手术</a>被列入高盛的 “信念买入 ”名单，这表明该公司即将推出一种新的手术系统。盘前股价上涨 1.2%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/T\">AT&amp;T Inc</a> </b>– Morgan Stanley upgraded AT&amp;T to “overweight” from “equal-weight,” saying a recent slide by the stock creates an attractive risk-reward profile. The firm said there are several other key factors driving the upgrade, including the pending completion of the WarnerMedia/Discoverymerger. AT&amp;T gained 1.5% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/T\">美国电话电报公司</a></b>- 摩根士丹利将美国电话电报公司的评级从 “同等权重 ”上调至 “跑赢大盘”，称该股最近的下滑创造了一个有吸引力的风险回报状况。该公司表示，还有其他几个关键因素推动了升级，包括华纳媒体/探索频道合并即将完成。AT&amp;T 在盘前交易中上涨 1.5%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/WOOF\">Petco Health and Wellness Company, Inc.</a> </b>– The pet products seller’s stock added 1.9% in the premarket after Needham began coverage with a “buy” rating. The firm feels Petco should outperform competitors in the pet category, given its presence in multiple channels including veterinary hospitals.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WOOF\">佩特科健康和保健公司。</a></b>- 在 Needham 开始给予 “买入 ”评级后，这家宠物用品销售商的股价在盘前上涨了 1.9%。该公司认为，鉴于 Petco 在包括兽医院在内的多个渠道都有业务，Petco 的表现应该优于宠物类别的竞争对手。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SHOP\">Shopify</a> </b>– The e-commerce platform operator rallied 2.9% in premarket trading after Evercore upgraded it to “outperform” from “in line.” Evercore noted that the stock is about 20% below its year highs and that the company represents a high-quality asset in terms of growth opportunities.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SHOP\">商店</a></b>- 在 Evercore 将该电子商务平台运营商的评级从 “符合预期 ”上调至 “跑赢大盘”后，该运营商在盘前交易中上涨了 2.9%。Evercore 指出，该股比年内高点低约 20%，就增长机会而言，该公司代表了优质资产。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142996286","content_text":"U.S. stock-index futures advanced Thursday morning after the market staged a U-turn the previous trading session, welcoming a Federal Reserve decision to ramp up the pace of its taper and leave interest rates unchanged — for now.\nAt 8:00 a.m. ET, Dow e-minis were up 204 points, or 0.57%, S&P 500 e-minis were up 31.25 points, or 0.66%, and Nasdaq 100 e-minis were up 115.25 points, or 0.71%.With the Fed giving markets a breather Wednesday, traders will turn their Thursday to fresh Labor Department data on initial weekly jobless claims. First-time unemployment filings are expected to reflect a slight increase after last’s 52-week low.\nStocks making the biggest moves premarket: \nDelta Air Lines – Delta rose 2.3% in the premarket after projecting a $200 million fourth-quarter profit. Consensus forecasts were predicting a quarterly loss for Delta, but the carrier said it is seeing strong holiday demand and it is on the path toward exceeding pre-pandemic profit levels.\nAccenture PLC – The consulting firm’s shares surged 6.7% in the premarket after it reported better-than-expected profit and revenue for its latest quarter, and raised its earnings guidance for fiscal 2022. Revenue rose by more than 20% across the four biggest industry groups in Accenture’s customer base.\nRegeneron Pharmaceuticals – The drugmaker’s shares declined 1% in premarket trading after it said its antibody cocktail loses potency against the omicron Covid-19 variant. Regeneron did say that the cocktail is effective against the delta variant.\nLennar – Lennar reported quarterly earnings of $3.91 per share, below the $4.15 consensus estimate, and the homebuilder’s revenue also fell short of forecasts. Lennar was hurt by higher lumber costs as well as increased labor costs and shortages of raw materials, resulting in delayed home deliveries. Lennar tumbled 6.3% in premarket action.\nNovartis AG – Novartis launched a new share buyback program worth up to $15 billion, with the drug maker planning to complete those repurchases by the end of 2023. Shares jumped 4% in premarket trading.\nVisa – Visa rose 1.1% in the premarket after announcing that it added $12 billion to its share buyback program, bringing the total amount of its repurchase authority to $13.2 billion.\nSmucker's – Smucker struck a deal to sell its natural beverage and grains businesses to private equity firm Nexus Capital Management for $110 million, with the food producer saying it wanted to focus more resources on its core brands.\nIntuitive Surgical – Intuitive Surgical was added to the “conviction buy” list at Goldman Sachs, which points to the company’s pending launch of a new surgical system. Shares added 1.2% in the premarket.\nAT&T Inc – Morgan Stanley upgraded AT&T to “overweight” from “equal-weight,” saying a recent slide by the stock creates an attractive risk-reward profile. The firm said there are several other key factors driving the upgrade, including the pending completion of the WarnerMedia/Discoverymerger. AT&T gained 1.5% in premarket trading.\nPetco Health and Wellness Company, Inc. – The pet products seller’s stock added 1.9% in the premarket after Needham began coverage with a “buy” rating. The firm feels Petco should outperform competitors in the pet category, given its presence in multiple channels including veterinary hospitals.\nShopify – The e-commerce platform operator rallied 2.9% in premarket trading after Evercore upgraded it to “outperform” from “in line.” Evercore noted that the stock is about 20% below its year highs and that the company represents a high-quality asset in terms of growth opportunities.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606019124,"gmtCreate":1638800738790,"gmtModify":1638800899149,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606019124","repostId":"1118382057","repostType":4,"repost":{"id":"1118382057","kind":"news","pubTimestamp":1638800415,"share":"https://www.laohunote.com/m/news/1118382057?lang=zh_CN&edition=full","pubTime":"2021-12-06 22:20","market":"us","language":"en","title":"Applied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗 2022 年的首选芯片。英伟达排名第三。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118382057","media":"Barrons","summary":"Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvid","content":"<p>Citigroup&nbsp;has named&nbsp;Applied Materials&nbsp;as its top chip pick for next year, with&nbsp;Lam Research&nbsp;and&nbsp;Nvidia&nbsp;rounding out the bank’s top three stocks in the semiconductor sector in 2022.</p><p><blockquote>花旗集团（Citigroup）已将应用材料公司（Applied Materials）列为明年的首选芯片，Lam Research 和 Nvidia 位列该行 2022 年半导体行业的前三名股票。</blockquote></p><p> The bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.</p><p><blockquote>该银行现在青睐半导体资本设备公司，这些公司供应用于生产计算机芯片的设备和组件。花旗一个团队周一表示，这是因为技术进步和政府激励措施可能会导致到 2025 年每年的设备支出达到 1000 亿美元。</blockquote></p><p> Applied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.</p><p><blockquote>据花旗称，应用材料公司（股票代码：AMAT）是 3D 设备和异构计算（描述使用多个处理器的系统）的最佳曝光设备选择。更不用说政府支出的大趋势了，政府的激励措施是由保护半导体知识产权和供应链推动的。</blockquote></p><p> “Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.</p><p><blockquote>“花旗分析师说：”设计复杂性、向三维结构的迁移以及半导体材料的创新可能会给材料和设备供应商带来重大变化和机遇。</blockquote></p><p> Applied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.</p><p><blockquote>花旗表示，分析师 Atif Malik 将应用材料公司评级为买入，目标价为 175 美元，该公司符合所有条件。该股曾是该银行的第三选择，目前交易价格约为 145 美元，这意味着上涨空间约为 21%。</blockquote></p><p> “Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.</p><p><blockquote>“分析师补充说：”政府支持的持续支出有助于在未来两到三年内将半导体设备支出保持在较高水平，并可能限制更广泛的市场周期性回调。</blockquote></p><p> Lam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.</p><p><blockquote>Lam Research (LRCX) 是花旗 2022 年的第二选择，从第六名上升至第二位，这在很大程度上是因为它在闪存领域占据主导地位，随着云计算采用的增加，闪存市场预计将快速增长。Lam 评级为买入，目标价为 750 美元。目前交易价格约为 660 美元，这意味着 14% 的上涨空间。</blockquote></p><p> Nvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.</p><p><blockquote>图形处理单元领域的领导者英伟达（Nvidia）从花旗的第四位上升到第三位。花旗表示，Nvidia 不仅有望从明年的 GPU 产品周期中受益，而且还是元宇宙主题的 “长期赢家”。</blockquote></p><p> Bullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.</p><p><blockquote>尽管花旗和许多其他公司一样，认为其收购芯片设计公司 Arm 的交易不太可能达成，但对英伟达的看涨态势依然存在。花旗评级为买入，目标价为 350 美元，暗示该股较周五收盘价上涨约 14%。</blockquote></p><p> Marvell Technology&nbsp;(MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation&nbsp;(KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.</p><p><blockquote>Marvell Technology (MRVL) 在最近一个季度的股票表现强劲后，从第一名跃升至第四名。KLA Corporation (KLAC) 曾是花旗的第二选择，在类似的股票表现优异后，现在排名第五。</blockquote></p><p> Applied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 3.2%.</p><p><blockquote>应用材料公司周一在美国盘前交易中下跌 0.7%，Lam Research 下跌 0.5%，Nvidia 下跌 3.2%。</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>Applied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗 2022 年的首选芯片。英伟达排名第三。</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\">\nApplied Materials Is Citi’s Top Chip Pick for 2022. Nvidia Is No. 3.<blockquote>应用材料公司是花旗 2022 年的首选芯片。英伟达排名第三。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 22:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Citigroup&nbsp;has named&nbsp;Applied Materials&nbsp;as its top chip pick for next year, with&nbsp;Lam Research&nbsp;and&nbsp;Nvidia&nbsp;rounding out the bank’s top three stocks in the semiconductor sector in 2022.</p><p><blockquote>花旗集团（Citigroup）已将应用材料公司（Applied Materials）列为明年的首选芯片，Lam Research 和 Nvidia 位列该行 2022 年半导体行业的前三名股票。</blockquote></p><p> The bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.</p><p><blockquote>该银行现在青睐半导体资本设备公司，这些公司供应用于生产计算机芯片的设备和组件。花旗一个团队周一表示，这是因为技术进步和政府激励措施可能会导致到 2025 年每年的设备支出达到 1000 亿美元。</blockquote></p><p> Applied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.</p><p><blockquote>据花旗称，应用材料公司（股票代码：AMAT）是 3D 设备和异构计算（描述使用多个处理器的系统）的最佳曝光设备选择。更不用说政府支出的大趋势了，政府的激励措施是由保护半导体知识产权和供应链推动的。</blockquote></p><p> “Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.</p><p><blockquote>“花旗分析师说：”设计复杂性、向三维结构的迁移以及半导体材料的创新可能会给材料和设备供应商带来重大变化和机遇。</blockquote></p><p> Applied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.</p><p><blockquote>花旗表示，分析师 Atif Malik 将应用材料公司评级为买入，目标价为 175 美元，该公司符合所有条件。该股曾是该银行的第三选择，目前交易价格约为 145 美元，这意味着上涨空间约为 21%。</blockquote></p><p> “Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.</p><p><blockquote>“分析师补充说：”政府支持的持续支出有助于在未来两到三年内将半导体设备支出保持在较高水平，并可能限制更广泛的市场周期性回调。</blockquote></p><p> Lam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.</p><p><blockquote>Lam Research (LRCX) 是花旗 2022 年的第二选择，从第六名上升至第二位，这在很大程度上是因为它在闪存领域占据主导地位，随着云计算采用的增加，闪存市场预计将快速增长。Lam 评级为买入，目标价为 750 美元。目前交易价格约为 660 美元，这意味着 14% 的上涨空间。</blockquote></p><p> Nvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.</p><p><blockquote>图形处理单元领域的领导者英伟达（Nvidia）从花旗的第四位上升到第三位。花旗表示，Nvidia 不仅有望从明年的 GPU 产品周期中受益，而且还是元宇宙主题的 “长期赢家”。</blockquote></p><p> Bullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.</p><p><blockquote>尽管花旗和许多其他公司一样，认为其收购芯片设计公司 Arm 的交易不太可能达成，但对英伟达的看涨态势依然存在。花旗评级为买入，目标价为 350 美元，暗示该股较周五收盘价上涨约 14%。</blockquote></p><p> Marvell Technology&nbsp;(MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation&nbsp;(KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.</p><p><blockquote>Marvell Technology (MRVL) 在最近一个季度的股票表现强劲后，从第一名跃升至第四名。KLA Corporation (KLAC) 曾是花旗的第二选择，在类似的股票表现优异后，现在排名第五。</blockquote></p><p> Applied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 3.2%.</p><p><blockquote>应用材料公司周一在美国盘前交易中下跌 0.7%，Lam Research 下跌 0.5%，Nvidia 下跌 3.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST\">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":{"LRCX":"拉姆研究","MRVL":"迈威尔科技","NVDA":"英伟达","KLAC":"科磊","AMAT":"应用材料"},"source_url":"https://www.barrons.com/articles/applied-materials-chip-pick-citi-51638798903?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118382057","content_text":"Citigroup has named Applied Materials as its top chip pick for next year, with Lam Research and Nvidia rounding out the bank’s top three stocks in the semiconductor sector in 2022.\nThe bank is now favoring semiconductor capital equipment companies, which supply devices and components used in the production of computer chips. That is because technical advancements and government incentives could see annual spending on equipment hit $100 billion through 2025, a team at Citi said Monday.\nApplied Materials (ticker: AMAT) is the best-exposed equipment pick for 3-D devices as well as heterogeneous computing, which describes systems that use multiple processors, according to Citi. That is to say nothing of government spending megatrends, with government incentives being driven by securing semiconductor intellectual property and supply chains.\n“Design complexity and the migration to 3-D structures along with innovations in semiconductor materials will likely generate significant changes and opportunities for material and equipment suppliers,” the Citi analysts said.\nApplied Materials, which analyst Atif Malik rates as Buy with a target price of $175, ticks all the boxes, according to Citi. The stock, which was previously the bank’s number-three pick, is currently trading around $145, implying some 21% upside.\n“Sustained government backed spending could help to keep semiconductor equipment spend at elevated levels in the next two-three years and perhaps limit a broader market cyclical pullback,” the analysts added.\nLam Research (LRCX) is Citi’s number-two pick for 2022, up from sixth place, in large part because of its dominance in flash memory, which is a market expected to grow rapidly as adoption of cloud computing increases. Lam is rated as Buy with a target price of $750. Trading around $660 currently, that implies 14% upside.\nNvidia, a leader in graphics processing units, was bumped up to Citi’s number-three spot from the fourth position. Nvidia isn’t only poised to benefit from a GPU product cycle next year, but is also a “secular winner” on the metaverse theme, Citi said.\nBullishness on Nvidia comes even as Citi, like many others, views its deal for chip designer Arm as unlikely to come through. Rated as Buy with a target price of $350, Citi implies some 14% upside on the stock from its closing price on Friday.\nMarvell Technology (MRVL) was bumped from the number-one spot to the fourth position after a strong stock performance in the latest quarter.KLA Corporation (KLAC), which was previously Citi’s number-two pick, is now in the fifth position after a similar stock outperformance.\nApplied Materials was down 0.7% in U.S. premarket trading Monday, with Lam Research 0.5% lower and Nvidia falling 3.2%.","news_type":1,"symbols_score_info":{"NVDA":0.9,"LRCX":0.9,"KLAC":0.9,"AMAT":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844213607,"gmtCreate":1636429595858,"gmtModify":1636429596353,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/844213607","repostId":"1182010893","repostType":4,"repost":{"id":"1182010893","kind":"news","pubTimestamp":1636426760,"share":"https://www.laohunote.com/m/news/1182010893?lang=zh_CN&edition=full","pubTime":"2021-11-09 10:59","market":"us","language":"en","title":"Opinion: Why a Fed rate hike could be just the medicine stocks need to keep this bull market going<blockquote>观点：为什么美联储加息可能只是股市维持牛市所需的良药</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182010893","media":"Market Wacth","summary":"How should stock market investors react when the U.S. Federal Reserve begins to raise the Federal Fu","content":"<p>How should stock market investors react when the U.S. Federal Reserve begins to raise the Federal Funds rate? That question, in <a href=\"https://laohu8.com/S/AONE.U\">one</a> form or another, is being asked by almost all investors these days. While no <a href=\"https://laohu8.com/S/AONE.U\">one</a> knows for sure when the Fed’s rate hike cycle will begin, it could happen soon —perhaps by the end of the year. With the Fed funds rate near zero and the U.S. economy growing, the question is when, not if.</p><p><blockquote>当美联储开始上调联邦基金利率时，股市投资者该如何反应？这个问题，在<a href=\"https://laohu8.com/S/AONE.U\">一</a>如今，几乎所有投资者都在询问这种或那种形式。虽然没有<a href=\"https://laohu8.com/S/AONE.U\">一</a>美联储加息周期何时开始，可能很快就会开始--也许在今年年底。随着联邦基金利率接近于零，美国经济不断增长，问题是何时，而不是是否。</blockquote></p><p> Conventional wisdom dictates that rate increases are bad news. Higher rates mean that stocks face stiffer competition from bonds. It also means that stocks are worth less, according to standard discounted cash flow analysis: Higher rates mean that the present value of stocks’ future earnings and dividends are lower.</p><p><blockquote>传统观点认为加息是坏消息。更高的利率意味着股票面临来自债券的更激烈竞争。根据标准贴现现金流分析，这也意味着股票的价值降低： 较高的利率意味着股票未来收益和股息的现值较低。</blockquote></p><p> Yet it’s surprisingly difficult to support this conventional wisdom with historical data. In fact, the S&amp;P 500SPX,+0.09%has performed better in the wake of Fed decisions to raise the Fed funds rate than in the wake of rate cuts, on average.</p><p><blockquote>然而，用历史数据来支持这种传统观点却出奇地困难。事实上，平均而言，标准普尔 500SPX,+0.09% 在美联储决定提高联邦基金利率后的表现好于降息后的表现。</blockquote></p><p> I reached this conclusion upon analyzing all rate hike increases and decreases announced by the Federal Reserve’s Open Market Committee (FOMC) dating back to 1990. For each rate change decision I calculated the S&amp;P 500’s total return from the date of the increase, either over the subsequent 12 months or until the date of the FOMC’s next rate change decision, whichever came first. The results are summarized in the table below.</p><p><blockquote>我是在分析了美联储公开市场委员会（FOMC）自 1990 年以来宣布的所有加息和降息后得出这一结论的。对于每次利率变动决定，我计算了标普500从加息之日起、随后 12 个月内或直到联邦公开市场委员会下一次利率变动决定之日（以先到者为准）的总回报。结果总结在下表中。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e2f1f93d49dd2c6accbf0ab1aac2787\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> If other things were equal, these results would suggest that investors actually prefer higher rates. But, as is so often the case, things are not equal. For example, as Eric Swanson told me in an interview, the Fed raises rates when it worries that the economy may be overheating. Swanson is a finance professor at the University of California, Irvine. Since the stock market typically does well when the economy is firing on all cylinders, it’s not particularly surprising that the stock market will do well, on average, during a rate-hike cycle.</p><p><blockquote>如果其他条件相同，这些结果表明投资者实际上更喜欢更高的利率。但是，正如经常发生的那样，事情并不平等。例如，正如埃里克·斯旺森在一次采访中告诉我的那样，当美联储担心经济可能过热时，它就会加息。斯旺森是加州大学欧文分校的金融学教授。由于股市通常在经济全速前进时表现良好，因此在加息周期中，股市平均表现良好也就不足为奇了。</blockquote></p><p> For similar reasons, it’s not surprising that the stock market will struggle during a rate-cut cycle. That’s because the FOMC will cut the Fed funds rate when it is worried that the economy is in danger of contracting. For a recent example of that, just think back to the waterfall decline in February and March of 2020 that was precipitated by the COVID-19 pandemic.</p><p><blockquote>出于类似的原因，股市在降息周期中陷入困境也就不足为奇了。这是因为当联邦公开市场委员会担心经济有收缩的危险时，它会下调联邦基金利率。最近的一个例子，只要回想一下2020年2月和3月由新冠肺炎疫情引发的瀑布式下跌。</blockquote></p><p> <b>Other tools in the Fed tool chest</b></p><p><blockquote><b>Fed工具箱中的其他工具</b></blockquote></p><p> There are two other big reasons why the stock market doesn’t react to rate hikes in the way conventional wisdom would suggest. The first is that the Federal Reserve in recent years has become increasingly transparent, telegraphing to the markets well in advance about when it may change the Fed funds rate. This means that the stock market will have had plenty of time to react by the time a rate hike actually occurs.</p><p><blockquote>股市对加息的反应并不像传统观点那样，还有另外两大原因。首先，美联储近年来变得越来越透明，提前向市场发出何时可能改变联邦基金利率的电报。这意味着当加息实际发生时，股市将有充足的时间做出反应。</blockquote></p><p> This certainly has been the case this year, for example. For a number of months now, the Fed has explicitly announced its intention to begin tapering its monetary stimulus. In addition, the Fed circulates a “dot plot” after each rate-setting meeting showing FOMC members’ projections of where the Fed funds rate will be in coming months.</p><p><blockquote>例如，今年的情况确实如此。几个月来，美联储已经明确宣布打算开始缩减货币刺激措施。此外，美联储在每次利率制定会议后都会分发一份 “点阵图”，显示联邦公开市场委员会成员对未来几个月联邦基金利率走势的预测。</blockquote></p><p> Advisers often say: “Buy the rumor, sell the news.” This appears to apply here, making it difficult to measure the stock market’s reaction to higher rates. What appears to be the poor performance during a rate-cutting cycle might in fact be anticipation of the beginning of a rate-hike cycle.</p><p><blockquote>顾问们常说：“买谣言，卖新闻”。这似乎也适用于这里，因此很难衡量股市对加息的反应。降息周期中看似糟糕的表现，实际上可能是对加息周期开始的预期。</blockquote></p><p> The other reason the stock market doesn’t always react in predictable ways to rate hike decisions: The Fed in recent years has increasingly relied on large-scale asset purchases in addition to changing the Fed funds rate —otherwise known as quantitative easing (QE).</p><p><blockquote>股市并不总是以可预测的方式对加息决定做出反应的另一个原因是： 近年来，美联储除了改变联邦基金利率外，还越来越依赖大规模资产购买--也就是所谓的量化宽松（QE）。</blockquote></p><p> Indeed, according to research from UC Irvine’s Swanson, QE appears to have just as much impact on the stock market as cutting the Fed funds rate used to have in the decades before any of us had ever heard of QE. The study, “Measuring the Effects of Federal Reserve Forward Guidance and Asset Purchases on Financial Markets,” appeared in the March 2021 issue of the<i>Journal of Monetary Economics</i>. In fact, Swanson reports that, in a zero-Fed-funds world, QE may have even more impact on the stock market than rate changes.</p><p><blockquote>事实上，根据加州大学欧文分校斯旺森分校的研究，量化宽松对股市的影响似乎与我们听说过量化宽松之前的几十年里联邦基金利率的下调一样大。这项名为 “衡量美联储前瞻性指引和资产购买对金融市场的影响 ”的研究发表在 2021 年 3 月号的《金融市场》杂志上。<i>货币经济学杂志</i>事实上，斯旺森报告说，在一个零联邦基金的世界里，量化宽松对股市的影响可能比利率变化还要大。</blockquote></p><p> The bottom line? It’s not the case that a Fed funds rate hike is good news. But, at the same time, there is no easy, straightforward or mechanical way in which you can use changes to the Fed funds rate to time the stock market.</p><p><blockquote>底线？联邦基金加息并非好消息。但是，与此同时，没有简单、直接或机械的方法可以利用联邦基金利率的变化来确定股市的时机。</blockquote></p><p></p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion: Why a Fed rate hike could be just the medicine stocks need to keep this bull market going<blockquote>观点：为什么美联储加息可能只是股市维持牛市所需的良药</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\">\nOpinion: Why a Fed rate hike could be just the medicine stocks need to keep this bull market going<blockquote>观点：为什么美联储加息可能只是股市维持牛市所需的良药</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-11-09 10:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>How should stock market investors react when the U.S. Federal Reserve begins to raise the Federal Funds rate? That question, in <a href=\"https://laohu8.com/S/AONE.U\">one</a> form or another, is being asked by almost all investors these days. While no <a href=\"https://laohu8.com/S/AONE.U\">one</a> knows for sure when the Fed’s rate hike cycle will begin, it could happen soon —perhaps by the end of the year. With the Fed funds rate near zero and the U.S. economy growing, the question is when, not if.</p><p><blockquote>当美联储开始上调联邦基金利率时，股市投资者该如何反应？这个问题，在<a href=\"https://laohu8.com/S/AONE.U\">一</a>如今，几乎所有投资者都在询问这种或那种形式。虽然没有<a href=\"https://laohu8.com/S/AONE.U\">一</a>美联储加息周期何时开始，可能很快就会开始--也许在今年年底。随着联邦基金利率接近于零，美国经济不断增长，问题是何时，而不是是否。</blockquote></p><p> Conventional wisdom dictates that rate increases are bad news. Higher rates mean that stocks face stiffer competition from bonds. It also means that stocks are worth less, according to standard discounted cash flow analysis: Higher rates mean that the present value of stocks’ future earnings and dividends are lower.</p><p><blockquote>传统观点认为加息是坏消息。更高的利率意味着股票面临来自债券的更激烈竞争。根据标准贴现现金流分析，这也意味着股票的价值降低： 较高的利率意味着股票未来收益和股息的现值较低。</blockquote></p><p> Yet it’s surprisingly difficult to support this conventional wisdom with historical data. In fact, the S&amp;P 500SPX,+0.09%has performed better in the wake of Fed decisions to raise the Fed funds rate than in the wake of rate cuts, on average.</p><p><blockquote>然而，用历史数据来支持这种传统观点却出奇地困难。事实上，平均而言，标准普尔 500SPX,+0.09% 在美联储决定提高联邦基金利率后的表现好于降息后的表现。</blockquote></p><p> I reached this conclusion upon analyzing all rate hike increases and decreases announced by the Federal Reserve’s Open Market Committee (FOMC) dating back to 1990. For each rate change decision I calculated the S&amp;P 500’s total return from the date of the increase, either over the subsequent 12 months or until the date of the FOMC’s next rate change decision, whichever came first. The results are summarized in the table below.</p><p><blockquote>我是在分析了美联储公开市场委员会（FOMC）自 1990 年以来宣布的所有加息和降息后得出这一结论的。对于每次利率变动决定，我计算了标普500从加息之日起、随后 12 个月内或直到联邦公开市场委员会下一次利率变动决定之日（以先到者为准）的总回报。结果总结在下表中。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8e2f1f93d49dd2c6accbf0ab1aac2787\" tg-width=\"700\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> If other things were equal, these results would suggest that investors actually prefer higher rates. But, as is so often the case, things are not equal. For example, as Eric Swanson told me in an interview, the Fed raises rates when it worries that the economy may be overheating. Swanson is a finance professor at the University of California, Irvine. Since the stock market typically does well when the economy is firing on all cylinders, it’s not particularly surprising that the stock market will do well, on average, during a rate-hike cycle.</p><p><blockquote>如果其他条件相同，这些结果表明投资者实际上更喜欢更高的利率。但是，正如经常发生的那样，事情并不平等。例如，正如埃里克·斯旺森在一次采访中告诉我的那样，当美联储担心经济可能过热时，它就会加息。斯旺森是加州大学欧文分校的金融学教授。由于股市通常在经济全速前进时表现良好，因此在加息周期中，股市平均表现良好也就不足为奇了。</blockquote></p><p> For similar reasons, it’s not surprising that the stock market will struggle during a rate-cut cycle. That’s because the FOMC will cut the Fed funds rate when it is worried that the economy is in danger of contracting. For a recent example of that, just think back to the waterfall decline in February and March of 2020 that was precipitated by the COVID-19 pandemic.</p><p><blockquote>出于类似的原因，股市在降息周期中陷入困境也就不足为奇了。这是因为当联邦公开市场委员会担心经济有收缩的危险时，它会下调联邦基金利率。最近的一个例子，只要回想一下2020年2月和3月由新冠肺炎疫情引发的瀑布式下跌。</blockquote></p><p> <b>Other tools in the Fed tool chest</b></p><p><blockquote><b>Fed工具箱中的其他工具</b></blockquote></p><p> There are two other big reasons why the stock market doesn’t react to rate hikes in the way conventional wisdom would suggest. The first is that the Federal Reserve in recent years has become increasingly transparent, telegraphing to the markets well in advance about when it may change the Fed funds rate. This means that the stock market will have had plenty of time to react by the time a rate hike actually occurs.</p><p><blockquote>股市对加息的反应并不像传统观点那样，还有另外两大原因。首先，美联储近年来变得越来越透明，提前向市场发出何时可能改变联邦基金利率的电报。这意味着当加息实际发生时，股市将有充足的时间做出反应。</blockquote></p><p> This certainly has been the case this year, for example. For a number of months now, the Fed has explicitly announced its intention to begin tapering its monetary stimulus. In addition, the Fed circulates a “dot plot” after each rate-setting meeting showing FOMC members’ projections of where the Fed funds rate will be in coming months.</p><p><blockquote>例如，今年的情况确实如此。几个月来，美联储已经明确宣布打算开始缩减货币刺激措施。此外，美联储在每次利率制定会议后都会分发一份 “点阵图”，显示联邦公开市场委员会成员对未来几个月联邦基金利率走势的预测。</blockquote></p><p> Advisers often say: “Buy the rumor, sell the news.” This appears to apply here, making it difficult to measure the stock market’s reaction to higher rates. What appears to be the poor performance during a rate-cutting cycle might in fact be anticipation of the beginning of a rate-hike cycle.</p><p><blockquote>顾问们常说：“买谣言，卖新闻”。这似乎也适用于这里，因此很难衡量股市对加息的反应。降息周期中看似糟糕的表现，实际上可能是对加息周期开始的预期。</blockquote></p><p> The other reason the stock market doesn’t always react in predictable ways to rate hike decisions: The Fed in recent years has increasingly relied on large-scale asset purchases in addition to changing the Fed funds rate —otherwise known as quantitative easing (QE).</p><p><blockquote>股市并不总是以可预测的方式对加息决定做出反应的另一个原因是： 近年来，美联储除了改变联邦基金利率外，还越来越依赖大规模资产购买--也就是所谓的量化宽松（QE）。</blockquote></p><p> Indeed, according to research from UC Irvine’s Swanson, QE appears to have just as much impact on the stock market as cutting the Fed funds rate used to have in the decades before any of us had ever heard of QE. The study, “Measuring the Effects of Federal Reserve Forward Guidance and Asset Purchases on Financial Markets,” appeared in the March 2021 issue of the<i>Journal of Monetary Economics</i>. In fact, Swanson reports that, in a zero-Fed-funds world, QE may have even more impact on the stock market than rate changes.</p><p><blockquote>事实上，根据加州大学欧文分校斯旺森分校的研究，量化宽松对股市的影响似乎与我们听说过量化宽松之前的几十年里联邦基金利率的下调一样大。这项名为 “衡量美联储前瞻性指引和资产购买对金融市场的影响 ”的研究发表在 2021 年 3 月号的《金融市场》杂志上。<i>货币经济学杂志</i>事实上，斯旺森报告说，在一个零联邦基金的世界里，量化宽松对股市的影响可能比利率变化还要大。</blockquote></p><p> The bottom line? It’s not the case that a Fed funds rate hike is good news. But, at the same time, there is no easy, straightforward or mechanical way in which you can use changes to the Fed funds rate to time the stock market.</p><p><blockquote>底线？联邦基金加息并非好消息。但是，与此同时，没有简单、直接或机械的方法可以利用联邦基金利率的变化来确定股市的时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-a-fed-rate-hike-could-be-just-the-medicine-stocks-need-to-keep-this-bull-market-going-11635955739?mod=home-page\">Market Wacth</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/why-a-fed-rate-hike-could-be-just-the-medicine-stocks-need-to-keep-this-bull-market-going-11635955739?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182010893","content_text":"How should stock market investors react when the U.S. Federal Reserve begins to raise the Federal Funds rate? That question, in one form or another, is being asked by almost all investors these days. While no one knows for sure when the Fed’s rate hike cycle will begin, it could happen soon —perhaps by the end of the year. With the Fed funds rate near zero and the U.S. economy growing, the question is when, not if.\nConventional wisdom dictates that rate increases are bad news. Higher rates mean that stocks face stiffer competition from bonds. It also means that stocks are worth less, according to standard discounted cash flow analysis: Higher rates mean that the present value of stocks’ future earnings and dividends are lower.\nYet it’s surprisingly difficult to support this conventional wisdom with historical data. In fact, the S&P 500SPX,+0.09%has performed better in the wake of Fed decisions to raise the Fed funds rate than in the wake of rate cuts, on average.\nI reached this conclusion upon analyzing all rate hike increases and decreases announced by the Federal Reserve’s Open Market Committee (FOMC) dating back to 1990. For each rate change decision I calculated the S&P 500’s total return from the date of the increase, either over the subsequent 12 months or until the date of the FOMC’s next rate change decision, whichever came first. The results are summarized in the table below.\n\nIf other things were equal, these results would suggest that investors actually prefer higher rates. But, as is so often the case, things are not equal. For example, as Eric Swanson told me in an interview, the Fed raises rates when it worries that the economy may be overheating. Swanson is a finance professor at the University of California, Irvine. Since the stock market typically does well when the economy is firing on all cylinders, it’s not particularly surprising that the stock market will do well, on average, during a rate-hike cycle.\nFor similar reasons, it’s not surprising that the stock market will struggle during a rate-cut cycle. That’s because the FOMC will cut the Fed funds rate when it is worried that the economy is in danger of contracting. For a recent example of that, just think back to the waterfall decline in February and March of 2020 that was precipitated by the COVID-19 pandemic.\nOther tools in the Fed tool chest\nThere are two other big reasons why the stock market doesn’t react to rate hikes in the way conventional wisdom would suggest. The first is that the Federal Reserve in recent years has become increasingly transparent, telegraphing to the markets well in advance about when it may change the Fed funds rate. This means that the stock market will have had plenty of time to react by the time a rate hike actually occurs.\nThis certainly has been the case this year, for example. For a number of months now, the Fed has explicitly announced its intention to begin tapering its monetary stimulus. In addition, the Fed circulates a “dot plot” after each rate-setting meeting showing FOMC members’ projections of where the Fed funds rate will be in coming months.\nAdvisers often say: “Buy the rumor, sell the news.” This appears to apply here, making it difficult to measure the stock market’s reaction to higher rates. What appears to be the poor performance during a rate-cutting cycle might in fact be anticipation of the beginning of a rate-hike cycle.\nThe other reason the stock market doesn’t always react in predictable ways to rate hike decisions: The Fed in recent years has increasingly relied on large-scale asset purchases in addition to changing the Fed funds rate —otherwise known as quantitative easing (QE).\nIndeed, according to research from UC Irvine’s Swanson, QE appears to have just as much impact on the stock market as cutting the Fed funds rate used to have in the decades before any of us had ever heard of QE. The study, “Measuring the Effects of Federal Reserve Forward Guidance and Asset Purchases on Financial Markets,” appeared in the March 2021 issue of theJournal of Monetary Economics. In fact, Swanson reports that, in a zero-Fed-funds world, QE may have even more impact on the stock market than rate changes.\nThe bottom line? It’s not the case that a Fed funds rate hike is good news. But, at the same time, there is no easy, straightforward or mechanical way in which you can use changes to the Fed funds rate to time the stock market.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844002692,"gmtCreate":1636374484935,"gmtModify":1636374485357,"author":{"id":"3583897064119156","authorId":"3583897064119156","name":"Valeriechan","avatar":"https://static.tigerbbs.com/90dcd0f544e6b3d9d7fbe65dbe16a0d3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583897064119156","authorIdStr":"3583897064119156"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844002692","repostId":"1163389936","repostType":4,"repost":{"id":"1163389936","kind":"news","pubTimestamp":1636373562,"share":"https://www.laohunote.com/m/news/1163389936?lang=zh_CN&edition=full","pubTime":"2021-11-08 20:12","market":"us","language":"en","title":"Mark Cuban-backed FiscalNote to go public via $1.3 billion SPAC deal<blockquote>马克·库班支持的财政票据将通过 13 亿美元的 SPAC 交易上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163389936","media":"Reuters","summary":"(Reuters) - FiscalNote Holdings Inc, a Mark Cuban-backed legal data and analytics company, said on M","content":"<p>(Reuters) - FiscalNote Holdings Inc, a Mark Cuban-backed legal data and analytics company, said on Monday it would merge with a blank-check firm to go public in a deal valuing it at about $1.3 billion.</p><p><blockquote>（路透社） - 马克·库班 (Mark Cuban) 支持的法律数据和分析公司 FiscalNote Holdings Inc. 周一表示，将与一家空白支票公司合并上市，交易估值约为 13 亿美元。</blockquote></p><p> Founded in 2013, the company offers a platform that gives its customers such as Nestle, Netflix and Tesla access and analysis on every U.S. government bill.</p><p><blockquote>该公司成立于 2013 年，提供一个平台，让雀巢、Netflix 和特斯拉等客户可以访问和分析每项美国政府法案。</blockquote></p><p> The company uses artificial intelligence to make government data more accessible and also tracks regulatory developments in the European Union.</p><p><blockquote>该公司使用人工智能使政府数据更容易访问，并跟踪欧盟的监管发展。</blockquote></p><p> FiscalNote’s deal with Duddell Street Acquisition Corp will provide it with proceeds of $275 million, consisting of a $100 million private placement in public equity and about $175 million from the special purpose acquisition company’s (SPAC) IPO.</p><p><blockquote>FiscalNote 与 Duddell Street Acquisition Corp 的交易将为其提供 2.75 亿美元的收益，其中包括 1 亿美元的公共股本私募和约 1.75 亿美元来自特殊目的收购公司（SPAC）的首次公开募股。</blockquote></p><p> FiscalNote, which is also backed by billionaire venture capitalist and Yahoo Inc co-founder Jerry Yang, intends to use the proceeds to expand its product offering and fund acquisitions.</p><p><blockquote>FiscalNote 还得到了亿万富翁风险投资家、雅虎公司联合创始人杨致远的支持，该公司打算利用所得资金扩大其产品供应并为收购提供资金。</blockquote></p><p> A SPAC is a publicly listed shell company that raises funds with the intention of merging with a private company within two years of floating its shares. The private firm goes public through the merger.</p><p><blockquote>SPAC是一家公开上市的空壳公司，筹集资金，打算在上市后两年内与私营公司合并。这家私营公司通过合并上市。</blockquote></p><p> After the deal closes in the first quarter of 2022, FiscalNote will list on the Nasdaq under the ticker symbol “NOTE”.</p><p><blockquote>交易于 2022 年第一季度完成后，FiscalNote 将在纳斯达克上市，股票代码为 “NOTE ”。</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>Mark Cuban-backed FiscalNote to go public via $1.3 billion SPAC deal<blockquote>马克·库班支持的财政票据将通过 13 亿美元的 SPAC 交易上市</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\">\nMark Cuban-backed FiscalNote to go public via $1.3 billion SPAC deal<blockquote>马克·库班支持的财政票据将通过 13 亿美元的 SPAC 交易上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-08 20:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - FiscalNote Holdings Inc, a Mark Cuban-backed legal data and analytics company, said on Monday it would merge with a blank-check firm to go public in a deal valuing it at about $1.3 billion.</p><p><blockquote>（路透社） - 马克·库班 (Mark Cuban) 支持的法律数据和分析公司 FiscalNote Holdings Inc. 周一表示，将与一家空白支票公司合并上市，交易估值约为 13 亿美元。</blockquote></p><p> Founded in 2013, the company offers a platform that gives its customers such as Nestle, Netflix and Tesla access and analysis on every U.S. government bill.</p><p><blockquote>该公司成立于 2013 年，提供一个平台，让雀巢、Netflix 和特斯拉等客户可以访问和分析每项美国政府法案。</blockquote></p><p> The company uses artificial intelligence to make government data more accessible and also tracks regulatory developments in the European Union.</p><p><blockquote>该公司使用人工智能使政府数据更容易访问，并跟踪欧盟的监管发展。</blockquote></p><p> FiscalNote’s deal with Duddell Street Acquisition Corp will provide it with proceeds of $275 million, consisting of a $100 million private placement in public equity and about $175 million from the special purpose acquisition company’s (SPAC) IPO.</p><p><blockquote>FiscalNote 与 Duddell Street Acquisition Corp 的交易将为其提供 2.75 亿美元的收益，其中包括 1 亿美元的公共股本私募和约 1.75 亿美元来自特殊目的收购公司（SPAC）的首次公开募股。</blockquote></p><p> FiscalNote, which is also backed by billionaire venture capitalist and Yahoo Inc co-founder Jerry Yang, intends to use the proceeds to expand its product offering and fund acquisitions.</p><p><blockquote>FiscalNote 还得到了亿万富翁风险投资家、雅虎公司联合创始人杨致远的支持，该公司打算利用所得资金扩大其产品供应并为收购提供资金。</blockquote></p><p> A SPAC is a publicly listed shell company that raises funds with the intention of merging with a private company within two years of floating its shares. The private firm goes public through the merger.</p><p><blockquote>SPAC是一家公开上市的空壳公司，筹集资金，打算在上市后两年内与私营公司合并。这家私营公司通过合并上市。</blockquote></p><p> After the deal closes in the first quarter of 2022, FiscalNote will list on the Nasdaq under the ticker symbol “NOTE”.</p><p><blockquote>交易于 2022 年第一季度完成后，FiscalNote 将在纳斯达克上市，股票代码为 “NOTE ”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/fiscalnote-ma-duddell-street-acquisition/-mark-cuban-backed-fiscalnote-to-go-public-via-1-3-bln-spac-deal-idUSL4N2RZ2I5\">Reuters</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":{"DSAC":"Daedalus Special Acquisition Corp"},"source_url":"https://www.reuters.com/article/fiscalnote-ma-duddell-street-acquisition/-mark-cuban-backed-fiscalnote-to-go-public-via-1-3-bln-spac-deal-idUSL4N2RZ2I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163389936","content_text":"(Reuters) - FiscalNote Holdings Inc, a Mark Cuban-backed legal data and analytics company, said on Monday it would merge with a blank-check firm to go public in a deal valuing it at about $1.3 billion.\nFounded in 2013, the company offers a platform that gives its customers such as Nestle, Netflix and Tesla access and analysis on every U.S. government bill.\nThe company uses artificial intelligence to make government data more accessible and also tracks regulatory developments in the European Union.\nFiscalNote’s deal with Duddell Street Acquisition Corp will provide it with proceeds of $275 million, consisting of a $100 million private placement in public equity and about $175 million from the special purpose acquisition company’s (SPAC) IPO.\nFiscalNote, which is also backed by billionaire venture capitalist and Yahoo Inc co-founder Jerry Yang, intends to use the proceeds to expand its product offering and fund acquisitions.\nA SPAC is a publicly listed shell company that raises funds with the intention of merging with a private company within two years of floating its shares. The private firm goes public through the merger.\nAfter the deal closes in the first quarter of 2022, FiscalNote will list on the Nasdaq under the ticker symbol “NOTE”.","news_type":1,"symbols_score_info":{"DSAC":0.9}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}