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2021-11-16

#unity

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2021-07-14

$NVIDIA Corp(NVDA)$it’s fortunate to be able to see it grow little by little[Love you]

2021-07-06

$TRCHP.CNT(TRCHP.CNT)$move over to $Meta Materials Inc.(MMAT)$… reverse stock split 2:1

2021-07-05

$Alibaba(BABA)$[Love you]

Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</blockquote>

2021-07-04

A’s for Amazon and Apple 😊

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2021-07-03

😯 🤩

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2021-07-02

🍎 it’s in control 💪🏻

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2021-07-01

Great ariticle, would you like to share it?

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2021-07-01

❤️ $NVIDIA Corp(NVDA)$💎

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2021-06-30

Great ariticle, would you like to share it?

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2021-06-30

$NVIDIA Corp(NVDA)$| $AMD(AMD)$| $Intel(INTC)$

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2021-06-28

[Strong] [USD] [Love]

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2021-06-22

Great ariticle, would you like to share it?

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2021-06-21

Wow 🤩

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2021-06-18

If you’re into gaming, this isn’t something foreign to you.. Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀$NVIDIA Corp(NVDA)$

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2021-06-18

👀👀$Palantir Technologies Inc.(PLTR)$👀👀

Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>

2021-06-17

🤔

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href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","text":"$Alibaba(BABA)$[Love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154030701","repostId":"1170100655","repostType":4,"repost":{"id":"1170100655","kind":"news","pubTimestamp":1625452503,"share":"https://www.laohu8.com/m/news/1170100655?lang=zh_CN&edition=full","pubTime":"2021-07-05 10:35","market":"hk","language":"en","title":"Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170100655","media":"Nasdaq","summary":"Could These Be The Top E-Commerce Stocks To Watch Right Now?E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as P","content":"<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p><p><blockquote>这些可能是目前最值得关注的电子商务股票吗？</blockquote></p><p> E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p><p><blockquote>去年，电子商务股票在股市上度过了历史性的一年。嗯，这并不奇怪，因为世界上许多国家都被封锁了。那时，大多数购物活动都是在网上进行的。所以，即使是那些最初对网上购物持怀疑态度的人，也一定接触过电子商务平台。这当然也是由于技术的进步。Pinterest公司（纽约证券交易所股票代码：PINS）等一些公司的平台甚至具有增强现实功能，可以让您大致了解您将获得的内容。</blockquote></p><p> The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p><p><blockquote>向网上购物的转变催生了许多新兴的电子商务公司。例如，我们有Jumia Technologies（纽约证券交易所代码：JMIA），其目标是成为整个非洲的顶级在线市场。也许，这不应该被忽视，因为电子商务在非洲仍然是一个不断增长的部门。此外，JMIA股价仅在过去一年内就飙升了400%以上。现在，如果您对电子商务的未来持乐观态度，这里列出了当今股市值得关注的四大电子商务股票。</blockquote></p><p> Best E-Commerce Stocks To Watch</p><p><blockquote>最值得关注的电子商务股票</blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>  <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>  <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>  <li><b>Chewy Inc</b>(NYSE: CHWY)</li> </ul> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</b>（纳斯达克：ETSY）</li><li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a>Inc</b>（纳斯达克：EBAY）</li><li><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>集团控股有限公司</b>（纽约证券交易所代码：BABA）</li><li><b>耐嚼公司</b>（纽约证券交易所代码：CHWY）</li></ul><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</blockquote></p><p> Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p><p><blockquote>让我们从Etsy开始。该公司运营着一个市场，人们可以在线上和线下进行全球联系，买卖商品。它还提供一系列卖家服务和工具，帮助企业家管理他们的业务。截至目前，该公司的卖家服务包括直接结账、促销列表、运输标签和<a href=\"https://laohu8.com/S/PEGI\">模式</a>作者Etsy。ETSY股价在过去一年上涨了80%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p><p><blockquote>周一，Etsy签署了一项最终协议，收购Elo7，这是一个私人拥有的独特手工商品市场，在巴西排名前十的电子商务网站。Elo7市场连接了大约190万活跃买家和大约56,000名活跃卖家，目前有大约800万件商品待售。因此，这笔交易将确立Etsy在拉丁美洲这个电子商务渗透率较低的地区的地位。</blockquote></p><p> Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p><p><blockquote>Etsy并没有固步自封。6月初，该公司还签署了一项最终协议，以16.25亿美元收购Depop，这是一个以目的为导向的独特时尚市场。Depop是一个社区驱动的市场，买卖独特的时尚，其使命是建立世界上最多样化和最进步的时尚之家。Depop 90%的活跃用户年龄在26岁以下。因此，这可以作为Z世代消费者向Etsy家族的转售房屋。鉴于所有这些令人兴奋的发展，您会考虑投资ETSY股票吗？</blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>Inc</blockquote></p><p> Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>电子商务的行业领导者，<a href=\"https://laohu8.com/S/EBAYL\">eBay</a>本质上，该公司运营连接全球买家和卖家的市场平台。这包括其在ebay.com的在线市场和<a href=\"https://laohu8.com/S/EBAY\">eBay</a>移动应用套件。因此，你可以通过各种线上和线下渠道购买、销售和支付物品。eBay股票已<a href=\"https://laohu8.com/S/AONE.U\">一</a>今年电子商务领域表现较好的股票之一。今年迄今已攀升超过35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上周，该公司宣布完成将其分类广告业务转让给Adevinta，以换取25亿美元现金和Adevinta 44%的股权。这一合并将有望创造一个领先的全球在线分类广告业务。从长远来看，两家公司都将从其合并后的投资组合中受益，这可能会为其客户和股东提供额外的价值。</blockquote></p><p> eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p><p><blockquote>eBay今年第一季度的收入增长也令人印象深刻，创下了2005年以来的最高水平。其收入为30亿美元，较报告增长42%。其平台上的活动也有所增加。年度活跃买家增长了7%，目前总数为1.87亿。与此同时，其年度活跃卖家增长了8%，总数达到2000万。我们可以看到，随着我们从全球大流行中恢复过来，该公司正在全力以赴。考虑到这一点，您会将EBAY股票添加到您的观察列表中吗？</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p><p><blockquote><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股有限公司</blockquote></p><p> Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>在全球最大的电子商务公司中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>该公司的技术基础设施和营销覆盖范围帮助商家和品牌利用技术的力量来吸引用户和客户进行运营。截至今日，旗下淘宝、天猫、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>.com拥有数亿用户，拥有数百万商家和企业。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p><p><blockquote>从根本上说，该公司一如既往地强大。在2021财年第四季度收益报告中，其收入攀升至286亿美元，增长64%。阿里巴巴-SW还报告称，年活跃消费者为8.11亿<a href=\"https://laohu8.com/S/CAAS\">中国</a>同比增长11%。这一点很重要，因为留住和吸引活跃的消费者将支持公司的商业模式。</blockquote></p><p> That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p><p><blockquote>也就是说，今年对阿里巴巴-SW来说并不是美妙的一年。该公司今年的困境受到了中国政府的影响。4月初，阿里巴巴-SW被处以创纪录的27.5亿美元罚款。然而，随着中国政府慢慢将重点转向该公司的竞争对手，该公司最糟糕的时期可能已经过去。那么，如果您在此之前错过了阿里巴巴股票的机会，那么这可能是经典的逢低买入机会吗？</blockquote></p><p> Chewy Inc</p><p><blockquote>耐嚼公司</blockquote></p><p> Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p><p><blockquote>最后，我们有一家专门从事宠物产品的电子商务公司Chewy。本质上，它提供宠物食品和零食、宠物用品和宠物药物、其他宠物健康产品以及宠物服务。宠物爱好者可以通过其chewy.com零售网站及其移动应用程序访问所有这些产品。自今年年初以来，该公司股票可能一直在横盘整理。但是，在过去的一年里，它仍然攀升了70%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p><p><blockquote>6月，该公司发布了超出分析师预期的第一季度财务报告。其净销售额为21.4亿美元，同比增长31.7%。与此同时，其调整后EBITDA为7740万美元，净利润为3870万美元。更重要的是，Chewy在本季度增加了60万活跃客户，使活跃客户数量达到1920万。总而言之，公司正在朝着正确的方向发展。</blockquote></p><p> Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p><p><blockquote>此外，Chewy还继续创新他们广受欢迎的远程医疗服务“与兽医联系”。May的扩展包括备受期待的视频咨询功能，该功能允许预先安排虚拟兽医咨询和延长营业时间，包括周末。通过这种方式，客户可以更容易地获得公司的服务，并获得更好的整体体验。考虑到这一点，CHWY股票会列入您的观察名单吗？</blockquote></p><p></p>","source":"lsy1603171495471","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 E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</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 E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-07-05 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p><p><blockquote>这些可能是目前最值得关注的电子商务股票吗？</blockquote></p><p> E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p><p><blockquote>去年，电子商务股票在股市上度过了历史性的一年。嗯，这并不奇怪，因为世界上许多国家都被封锁了。那时，大多数购物活动都是在网上进行的。所以，即使是那些最初对网上购物持怀疑态度的人，也一定接触过电子商务平台。这当然也是由于技术的进步。Pinterest公司（纽约证券交易所股票代码：PINS）等一些公司的平台甚至具有增强现实功能，可以让您大致了解您将获得的内容。</blockquote></p><p> The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p><p><blockquote>向网上购物的转变催生了许多新兴的电子商务公司。例如，我们有Jumia Technologies（纽约证券交易所代码：JMIA），其目标是成为整个非洲的顶级在线市场。也许，这不应该被忽视，因为电子商务在非洲仍然是一个不断增长的部门。此外，JMIA股价仅在过去一年内就飙升了400%以上。现在，如果您对电子商务的未来持乐观态度，这里列出了当今股市值得关注的四大电子商务股票。</blockquote></p><p> Best E-Commerce Stocks To Watch</p><p><blockquote>最值得关注的电子商务股票</blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>  <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>  <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>  <li><b>Chewy Inc</b>(NYSE: CHWY)</li> </ul> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</b>（纳斯达克：ETSY）</li><li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a>Inc</b>（纳斯达克：EBAY）</li><li><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>集团控股有限公司</b>（纽约证券交易所代码：BABA）</li><li><b>耐嚼公司</b>（纽约证券交易所代码：CHWY）</li></ul><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</blockquote></p><p> Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p><p><blockquote>让我们从Etsy开始。该公司运营着一个市场，人们可以在线上和线下进行全球联系，买卖商品。它还提供一系列卖家服务和工具，帮助企业家管理他们的业务。截至目前，该公司的卖家服务包括直接结账、促销列表、运输标签和<a href=\"https://laohu8.com/S/PEGI\">模式</a>作者Etsy。ETSY股价在过去一年上涨了80%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p><p><blockquote>周一，Etsy签署了一项最终协议，收购Elo7，这是一个私人拥有的独特手工商品市场，在巴西排名前十的电子商务网站。Elo7市场连接了大约190万活跃买家和大约56,000名活跃卖家，目前有大约800万件商品待售。因此，这笔交易将确立Etsy在拉丁美洲这个电子商务渗透率较低的地区的地位。</blockquote></p><p> Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p><p><blockquote>Etsy并没有固步自封。6月初，该公司还签署了一项最终协议，以16.25亿美元收购Depop，这是一个以目的为导向的独特时尚市场。Depop是一个社区驱动的市场，买卖独特的时尚，其使命是建立世界上最多样化和最进步的时尚之家。Depop 90%的活跃用户年龄在26岁以下。因此，这可以作为Z世代消费者向Etsy家族的转售房屋。鉴于所有这些令人兴奋的发展，您会考虑投资ETSY股票吗？</blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>Inc</blockquote></p><p> Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>电子商务的行业领导者，<a href=\"https://laohu8.com/S/EBAYL\">eBay</a>本质上，该公司运营连接全球买家和卖家的市场平台。这包括其在ebay.com的在线市场和<a href=\"https://laohu8.com/S/EBAY\">eBay</a>移动应用套件。因此，你可以通过各种线上和线下渠道购买、销售和支付物品。eBay股票已<a href=\"https://laohu8.com/S/AONE.U\">一</a>今年电子商务领域表现较好的股票之一。今年迄今已攀升超过35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上周，该公司宣布完成将其分类广告业务转让给Adevinta，以换取25亿美元现金和Adevinta 44%的股权。这一合并将有望创造一个领先的全球在线分类广告业务。从长远来看，两家公司都将从其合并后的投资组合中受益，这可能会为其客户和股东提供额外的价值。</blockquote></p><p> eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p><p><blockquote>eBay今年第一季度的收入增长也令人印象深刻，创下了2005年以来的最高水平。其收入为30亿美元，较报告增长42%。其平台上的活动也有所增加。年度活跃买家增长了7%，目前总数为1.87亿。与此同时，其年度活跃卖家增长了8%，总数达到2000万。我们可以看到，随着我们从全球大流行中恢复过来，该公司正在全力以赴。考虑到这一点，您会将EBAY股票添加到您的观察列表中吗？</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p><p><blockquote><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股有限公司</blockquote></p><p> Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>在全球最大的电子商务公司中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>该公司的技术基础设施和营销覆盖范围帮助商家和品牌利用技术的力量来吸引用户和客户进行运营。截至今日，旗下淘宝、天猫、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>.com拥有数亿用户，拥有数百万商家和企业。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p><p><blockquote>从根本上说，该公司一如既往地强大。在2021财年第四季度收益报告中，其收入攀升至286亿美元，增长64%。阿里巴巴-SW还报告称，年活跃消费者为8.11亿<a href=\"https://laohu8.com/S/CAAS\">中国</a>同比增长11%。这一点很重要，因为留住和吸引活跃的消费者将支持公司的商业模式。</blockquote></p><p> That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p><p><blockquote>也就是说，今年对阿里巴巴-SW来说并不是美妙的一年。该公司今年的困境受到了中国政府的影响。4月初，阿里巴巴-SW被处以创纪录的27.5亿美元罚款。然而，随着中国政府慢慢将重点转向该公司的竞争对手，该公司最糟糕的时期可能已经过去。那么，如果您在此之前错过了阿里巴巴股票的机会，那么这可能是经典的逢低买入机会吗？</blockquote></p><p> Chewy Inc</p><p><blockquote>耐嚼公司</blockquote></p><p> Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p><p><blockquote>最后，我们有一家专门从事宠物产品的电子商务公司Chewy。本质上，它提供宠物食品和零食、宠物用品和宠物药物、其他宠物健康产品以及宠物服务。宠物爱好者可以通过其chewy.com零售网站及其移动应用程序访问所有这些产品。自今年年初以来，该公司股票可能一直在横盘整理。但是，在过去的一年里，它仍然攀升了70%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p><p><blockquote>6月，该公司发布了超出分析师预期的第一季度财务报告。其净销售额为21.4亿美元，同比增长31.7%。与此同时，其调整后EBITDA为7740万美元，净利润为3870万美元。更重要的是，Chewy在本季度增加了60万活跃客户，使活跃客户数量达到1920万。总而言之，公司正在朝着正确的方向发展。</blockquote></p><p> Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p><p><blockquote>此外，Chewy还继续创新他们广受欢迎的远程医疗服务“与兽医联系”。May的扩展包括备受期待的视频咨询功能，该功能允许预先安排虚拟兽医咨询和延长营业时间，包括周末。通过这种方式，客户可以更容易地获得公司的服务，并获得更好的整体体验。考虑到这一点，CHWY股票会列入您的观察名单吗？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02\">Nasdaq</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":{"CHWY":"Chewy, Inc.","EBAY":"eBay","BABA":"阿里巴巴","ETSY":"Etsy, Inc."},"source_url":"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170100655","content_text":"Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.\nThe shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.\nBest E-Commerce Stocks To Watch\n\nEtsy Inc(NASDAQ: ETSY)\neBay Inc(NASDAQ: EBAY)\nAlibaba Group Holding Ltd(NYSE: BABA)\nChewy Inc(NYSE: CHWY)\n\nEtsy Inc\nLet us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and Pattern by Etsy. ETSY stock has risen by over 80% over the past year.\n\nOn Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.\nEtsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?\neBay Inc\nNext, we have one of the industry leaders of e-commerce, eBay. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the eBay suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been one of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.\n\nJust last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.\neBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?\nAlibaba Group Holding Ltd\nComing up next, we have one of the largest e-commerce companies in the world, Alibaba. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and Alibaba.com boast hundreds of millions of users and host millions of merchants and businesses.\n\nFundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in China which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.\nThat said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?\nChewy Inc\nLast on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.\n\nIn June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.\nFurthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. 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[Love]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150923524","repostId":"1103992527","repostType":4,"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120327682,"gmtCreate":1624304442946,"gmtModify":1631890532891,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120327682","repostId":"2145036422","repostType":2,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120078349,"gmtCreate":1624290284481,"gmtModify":1631892801832,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"Wow 🤩&nbsp;","listText":"Wow 🤩&nbsp;","text":"Wow 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120078349","repostId":"1149447128","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166654195,"gmtCreate":1624007920817,"gmtModify":1631892801833,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"If you’re into gaming, this isn’t something foreign to you..&nbsp;Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","listText":"If you’re into gaming, this isn’t something foreign to you..&nbsp;Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>","text":"If you’re into gaming, this isn’t something foreign to you.. Now it’s gonna be bigger bigger! 🙏🏻🤞🏻👀$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166654195","repostId":"2144742925","repostType":2,"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166653581,"gmtCreate":1624007564043,"gmtModify":1631892801836,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","listText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","text":"👀👀$Palantir Technologies Inc.(PLTR)$👀👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166653581","repostId":"1180977741","repostType":4,"repost":{"id":"1180977741","kind":"news","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机理由而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增幅最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</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 Untold Truth<blockquote>Palantir：不为人知的真相</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 Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机理由而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增幅最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">seekingalpha</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/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161774018,"gmtCreate":1623942290334,"gmtModify":1631892801837,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"🤔","listText":"🤔","text":"🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161774018","repostId":"2144411077","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":154030701,"gmtCreate":1625458937703,"gmtModify":1631890532792,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>[Love&nbsp;you]&nbsp;","text":"$Alibaba(BABA)$[Love you]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/154030701","repostId":"1170100655","repostType":4,"repost":{"id":"1170100655","kind":"news","pubTimestamp":1625452503,"share":"https://www.laohu8.com/m/news/1170100655?lang=zh_CN&edition=full","pubTime":"2021-07-05 10:35","market":"hk","language":"en","title":"Best E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170100655","media":"Nasdaq","summary":"Could These Be The Top E-Commerce Stocks To Watch Right Now?E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as P","content":"<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p><p><blockquote>这些可能是目前最值得关注的电子商务股票吗？</blockquote></p><p> E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p><p><blockquote>去年，电子商务股票在股市上度过了历史性的一年。嗯，这并不奇怪，因为世界上许多国家都被封锁了。那时，大多数购物活动都是在网上进行的。所以，即使是那些最初对网上购物持怀疑态度的人，也一定接触过电子商务平台。这当然也是由于技术的进步。Pinterest公司（纽约证券交易所股票代码：PINS）等一些公司的平台甚至具有增强现实功能，可以让您大致了解您将获得的内容。</blockquote></p><p> The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p><p><blockquote>向网上购物的转变催生了许多新兴的电子商务公司。例如，我们有Jumia Technologies（纽约证券交易所代码：JMIA），其目标是成为整个非洲的顶级在线市场。也许，这不应该被忽视，因为电子商务在非洲仍然是一个不断增长的部门。此外，JMIA股价仅在过去一年内就飙升了400%以上。现在，如果您对电子商务的未来持乐观态度，这里列出了当今股市值得关注的四大电子商务股票。</blockquote></p><p> Best E-Commerce Stocks To Watch</p><p><blockquote>最值得关注的电子商务股票</blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>  <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>  <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>  <li><b>Chewy Inc</b>(NYSE: CHWY)</li> </ul> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</b>（纳斯达克：ETSY）</li><li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a>Inc</b>（纳斯达克：EBAY）</li><li><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>集团控股有限公司</b>（纽约证券交易所代码：BABA）</li><li><b>耐嚼公司</b>（纽约证券交易所代码：CHWY）</li></ul><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</blockquote></p><p> Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p><p><blockquote>让我们从Etsy开始。该公司运营着一个市场，人们可以在线上和线下进行全球联系，买卖商品。它还提供一系列卖家服务和工具，帮助企业家管理他们的业务。截至目前，该公司的卖家服务包括直接结账、促销列表、运输标签和<a href=\"https://laohu8.com/S/PEGI\">模式</a>作者Etsy。ETSY股价在过去一年上涨了80%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p><p><blockquote>周一，Etsy签署了一项最终协议，收购Elo7，这是一个私人拥有的独特手工商品市场，在巴西排名前十的电子商务网站。Elo7市场连接了大约190万活跃买家和大约56,000名活跃卖家，目前有大约800万件商品待售。因此，这笔交易将确立Etsy在拉丁美洲这个电子商务渗透率较低的地区的地位。</blockquote></p><p> Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p><p><blockquote>Etsy并没有固步自封。6月初，该公司还签署了一项最终协议，以16.25亿美元收购Depop，这是一个以目的为导向的独特时尚市场。Depop是一个社区驱动的市场，买卖独特的时尚，其使命是建立世界上最多样化和最进步的时尚之家。Depop 90%的活跃用户年龄在26岁以下。因此，这可以作为Z世代消费者向Etsy家族的转售房屋。鉴于所有这些令人兴奋的发展，您会考虑投资ETSY股票吗？</blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>Inc</blockquote></p><p> Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>电子商务的行业领导者，<a href=\"https://laohu8.com/S/EBAYL\">eBay</a>本质上，该公司运营连接全球买家和卖家的市场平台。这包括其在ebay.com的在线市场和<a href=\"https://laohu8.com/S/EBAY\">eBay</a>移动应用套件。因此，你可以通过各种线上和线下渠道购买、销售和支付物品。eBay股票已<a href=\"https://laohu8.com/S/AONE.U\">一</a>今年电子商务领域表现较好的股票之一。今年迄今已攀升超过35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上周，该公司宣布完成将其分类广告业务转让给Adevinta，以换取25亿美元现金和Adevinta 44%的股权。这一合并将有望创造一个领先的全球在线分类广告业务。从长远来看，两家公司都将从其合并后的投资组合中受益，这可能会为其客户和股东提供额外的价值。</blockquote></p><p> eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p><p><blockquote>eBay今年第一季度的收入增长也令人印象深刻，创下了2005年以来的最高水平。其收入为30亿美元，较报告增长42%。其平台上的活动也有所增加。年度活跃买家增长了7%，目前总数为1.87亿。与此同时，其年度活跃卖家增长了8%，总数达到2000万。我们可以看到，随着我们从全球大流行中恢复过来，该公司正在全力以赴。考虑到这一点，您会将EBAY股票添加到您的观察列表中吗？</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p><p><blockquote><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股有限公司</blockquote></p><p> Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>在全球最大的电子商务公司中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>该公司的技术基础设施和营销覆盖范围帮助商家和品牌利用技术的力量来吸引用户和客户进行运营。截至今日，旗下淘宝、天猫、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>.com拥有数亿用户，拥有数百万商家和企业。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p><p><blockquote>从根本上说，该公司一如既往地强大。在2021财年第四季度收益报告中，其收入攀升至286亿美元，增长64%。阿里巴巴-SW还报告称，年活跃消费者为8.11亿<a href=\"https://laohu8.com/S/CAAS\">中国</a>同比增长11%。这一点很重要，因为留住和吸引活跃的消费者将支持公司的商业模式。</blockquote></p><p> That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p><p><blockquote>也就是说，今年对阿里巴巴-SW来说并不是美妙的一年。该公司今年的困境受到了中国政府的影响。4月初，阿里巴巴-SW被处以创纪录的27.5亿美元罚款。然而，随着中国政府慢慢将重点转向该公司的竞争对手，该公司最糟糕的时期可能已经过去。那么，如果您在此之前错过了阿里巴巴股票的机会，那么这可能是经典的逢低买入机会吗？</blockquote></p><p> Chewy Inc</p><p><blockquote>耐嚼公司</blockquote></p><p> Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p><p><blockquote>最后，我们有一家专门从事宠物产品的电子商务公司Chewy。本质上，它提供宠物食品和零食、宠物用品和宠物药物、其他宠物健康产品以及宠物服务。宠物爱好者可以通过其chewy.com零售网站及其移动应用程序访问所有这些产品。自今年年初以来，该公司股票可能一直在横盘整理。但是，在过去的一年里，它仍然攀升了70%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p><p><blockquote>6月，该公司发布了超出分析师预期的第一季度财务报告。其净销售额为21.4亿美元，同比增长31.7%。与此同时，其调整后EBITDA为7740万美元，净利润为3870万美元。更重要的是，Chewy在本季度增加了60万活跃客户，使活跃客户数量达到1920万。总而言之，公司正在朝着正确的方向发展。</blockquote></p><p> Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p><p><blockquote>此外，Chewy还继续创新他们广受欢迎的远程医疗服务“与兽医联系”。May的扩展包括备受期待的视频咨询功能，该功能允许预先安排虚拟兽医咨询和延长营业时间，包括周末。通过这种方式，客户可以更容易地获得公司的服务，并获得更好的整体体验。考虑到这一点，CHWY股票会列入您的观察名单吗？</blockquote></p><p></p>","source":"lsy1603171495471","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 E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</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 E-Commerce Stocks To Buy In July 2021? 4 Names In Focus<blockquote>2021年7月最值得购买的电子商务股票？4个名字成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-07-05 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Could These Be The Top E-Commerce Stocks To Watch Right Now?</p><p><blockquote>这些可能是目前最值得关注的电子商务股票吗？</blockquote></p><p> E-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.</p><p><blockquote>去年，电子商务股票在股市上度过了历史性的一年。嗯，这并不奇怪，因为世界上许多国家都被封锁了。那时，大多数购物活动都是在网上进行的。所以，即使是那些最初对网上购物持怀疑态度的人，也一定接触过电子商务平台。这当然也是由于技术的进步。Pinterest公司（纽约证券交易所股票代码：PINS）等一些公司的平台甚至具有增强现实功能，可以让您大致了解您将获得的内容。</blockquote></p><p> The shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.</p><p><blockquote>向网上购物的转变催生了许多新兴的电子商务公司。例如，我们有Jumia Technologies（纽约证券交易所代码：JMIA），其目标是成为整个非洲的顶级在线市场。也许，这不应该被忽视，因为电子商务在非洲仍然是一个不断增长的部门。此外，JMIA股价仅在过去一年内就飙升了400%以上。现在，如果您对电子商务的未来持乐观态度，这里列出了当今股市值得关注的四大电子商务股票。</blockquote></p><p> Best E-Commerce Stocks To Watch</p><p><blockquote>最值得关注的电子商务股票</blockquote></p><p> <ul>  <li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</b>(NASDAQ: ETSY)</li>  <li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</b>(NASDAQ: EBAY)</li>  <li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group Holding Ltd</b>(NYSE: BABA)</li>  <li><b>Chewy Inc</b>(NYSE: CHWY)</li> </ul> <a href=\"https://laohu8.com/S/ETSY\">Etsy</a> Inc</p><p><blockquote><ul><li><b><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</b>（纳斯达克：ETSY）</li><li><b><a href=\"https://laohu8.com/S/EBAYL\">eBay</a>Inc</b>（纳斯达克：EBAY）</li><li><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>集团控股有限公司</b>（纽约证券交易所代码：BABA）</li><li><b>耐嚼公司</b>（纽约证券交易所代码：CHWY）</li></ul><a href=\"https://laohu8.com/S/ETSY\">Etsy</a>Inc</blockquote></p><p> Let us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and <a href=\"https://laohu8.com/S/PEGI\">Pattern</a> by Etsy. ETSY stock has risen by over 80% over the past year.</p><p><blockquote>让我们从Etsy开始。该公司运营着一个市场，人们可以在线上和线下进行全球联系，买卖商品。它还提供一系列卖家服务和工具，帮助企业家管理他们的业务。截至目前，该公司的卖家服务包括直接结账、促销列表、运输标签和<a href=\"https://laohu8.com/S/PEGI\">模式</a>作者Etsy。ETSY股价在过去一年上涨了80%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4998810533317bc7562c92dbf9801556\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.</p><p><blockquote>周一，Etsy签署了一项最终协议，收购Elo7，这是一个私人拥有的独特手工商品市场，在巴西排名前十的电子商务网站。Elo7市场连接了大约190万活跃买家和大约56,000名活跃卖家，目前有大约800万件商品待售。因此，这笔交易将确立Etsy在拉丁美洲这个电子商务渗透率较低的地区的地位。</blockquote></p><p> Etsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?</p><p><blockquote>Etsy并没有固步自封。6月初，该公司还签署了一项最终协议，以16.25亿美元收购Depop，这是一个以目的为导向的独特时尚市场。Depop是一个社区驱动的市场，买卖独特的时尚，其使命是建立世界上最多样化和最进步的时尚之家。Depop 90%的活跃用户年龄在26岁以下。因此，这可以作为Z世代消费者向Etsy家族的转售房屋。鉴于所有这些令人兴奋的发展，您会考虑投资ETSY股票吗？</blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>Inc</blockquote></p><p> Next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the industry leaders of e-commerce, <a href=\"https://laohu8.com/S/EBAYL\">eBay</a>. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the <a href=\"https://laohu8.com/S/EBAY\">eBay</a> suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>电子商务的行业领导者，<a href=\"https://laohu8.com/S/EBAYL\">eBay</a>本质上，该公司运营连接全球买家和卖家的市场平台。这包括其在ebay.com的在线市场和<a href=\"https://laohu8.com/S/EBAY\">eBay</a>移动应用套件。因此，你可以通过各种线上和线下渠道购买、销售和支付物品。eBay股票已<a href=\"https://laohu8.com/S/AONE.U\">一</a>今年电子商务领域表现较好的股票之一。今年迄今已攀升超过35%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3225891cc70ad7e916ca99aa07101ba2\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>上周，该公司宣布完成将其分类广告业务转让给Adevinta，以换取25亿美元现金和Adevinta 44%的股权。这一合并将有望创造一个领先的全球在线分类广告业务。从长远来看，两家公司都将从其合并后的投资组合中受益，这可能会为其客户和股东提供额外的价值。</blockquote></p><p> eBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?</p><p><blockquote>eBay今年第一季度的收入增长也令人印象深刻，创下了2005年以来的最高水平。其收入为30亿美元，较报告增长42%。其平台上的活动也有所增加。年度活跃买家增长了7%，目前总数为1.87亿。与此同时，其年度活跃卖家增长了8%，总数达到2000万。我们可以看到，随着我们从全球大流行中恢复过来，该公司正在全力以赴。考虑到这一点，您会将EBAY股票添加到您的观察列表中吗？</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd</p><p><blockquote><a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>集团控股有限公司</blockquote></p><p> Coming up next, we have <a href=\"https://laohu8.com/S/AONE\">one</a> of the largest e-commerce companies in the world, <a href=\"https://laohu8.com/S/BABA\">Alibaba</a>. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and <a href=\"https://laohu8.com/S/09988\">Alibaba</a>.com boast hundreds of millions of users and host millions of merchants and businesses.</p><p><blockquote>接下来，我们有<a href=\"https://laohu8.com/S/AONE\">一</a>在全球最大的电子商务公司中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>该公司的技术基础设施和营销覆盖范围帮助商家和品牌利用技术的力量来吸引用户和客户进行运营。截至今日，旗下淘宝、天猫、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>.com拥有数亿用户，拥有数百万商家和企业。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fd0bf902b6908baca1ebc71478c54967\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Fundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in <a href=\"https://laohu8.com/S/CAAS\">China</a> which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.</p><p><blockquote>从根本上说，该公司一如既往地强大。在2021财年第四季度收益报告中，其收入攀升至286亿美元，增长64%。阿里巴巴-SW还报告称，年活跃消费者为8.11亿<a href=\"https://laohu8.com/S/CAAS\">中国</a>同比增长11%。这一点很重要，因为留住和吸引活跃的消费者将支持公司的商业模式。</blockquote></p><p> That said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?</p><p><blockquote>也就是说，今年对阿里巴巴-SW来说并不是美妙的一年。该公司今年的困境受到了中国政府的影响。4月初，阿里巴巴-SW被处以创纪录的27.5亿美元罚款。然而，随着中国政府慢慢将重点转向该公司的竞争对手，该公司最糟糕的时期可能已经过去。那么，如果您在此之前错过了阿里巴巴股票的机会，那么这可能是经典的逢低买入机会吗？</blockquote></p><p> Chewy Inc</p><p><blockquote>耐嚼公司</blockquote></p><p> Last on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.</p><p><blockquote>最后，我们有一家专门从事宠物产品的电子商务公司Chewy。本质上，它提供宠物食品和零食、宠物用品和宠物药物、其他宠物健康产品以及宠物服务。宠物爱好者可以通过其chewy.com零售网站及其移动应用程序访问所有这些产品。自今年年初以来，该公司股票可能一直在横盘整理。但是，在过去的一年里，它仍然攀升了70%以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15d6c920416f733d0edf62d1148a8061\" tg-width=\"250\" tg-height=\"209\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> In June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.</p><p><blockquote>6月，该公司发布了超出分析师预期的第一季度财务报告。其净销售额为21.4亿美元，同比增长31.7%。与此同时，其调整后EBITDA为7740万美元，净利润为3870万美元。更重要的是，Chewy在本季度增加了60万活跃客户，使活跃客户数量达到1920万。总而言之，公司正在朝着正确的方向发展。</blockquote></p><p> Furthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?</p><p><blockquote>此外，Chewy还继续创新他们广受欢迎的远程医疗服务“与兽医联系”。May的扩展包括备受期待的视频咨询功能，该功能允许预先安排虚拟兽医咨询和延长营业时间，包括周末。通过这种方式，客户可以更容易地获得公司的服务，并获得更好的整体体验。考虑到这一点，CHWY股票会列入您的观察名单吗？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02\">Nasdaq</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":{"CHWY":"Chewy, Inc.","EBAY":"eBay","BABA":"阿里巴巴","ETSY":"Etsy, Inc."},"source_url":"https://www.nasdaq.com/articles/best-e-commerce-stocks-to-buy-in-july-2021-4-names-in-focus-2021-07-02","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170100655","content_text":"Could These Be The Top E-Commerce Stocks To Watch Right Now?\nE-commerce stocks had a historic year in thestock marketlast year. Well, it shouldn’t come as a surprise since many countries around the world were sent into lockdown. At that point, most shopping activities were conducted online. So, even those who were skeptical of online shopping initially must have been exposed to e-commerce platforms. This is of course due to the advancement of technology as well. Some company’s platforms such as Pinterest Inc (NYSE: PINS) even have augmented reality features that would allow you to have a rough idea of what you’re getting.\nThe shift to online shopping has resulted in many emerging e-commerce companies. For example, we have Jumia Technologies (NYSE: JMIA) that aims to be the top online marketplace in the whole of Africa. Perhaps, this should not be overlooked as e-commerce is still a growing sector in Africa. Moreover, JMIA stock has already soared by more than 400% just within the past year. Now, if you are optimistic about the future of e-commerce, here’s a list of fourtop e-commerce stocks to watchin thestock market today.\nBest E-Commerce Stocks To Watch\n\nEtsy Inc(NASDAQ: ETSY)\neBay Inc(NASDAQ: EBAY)\nAlibaba Group Holding Ltd(NYSE: BABA)\nChewy Inc(NYSE: CHWY)\n\nEtsy Inc\nLet us start the list with Etsy. The company operates a marketplace where people globally connect, both online and offline to sell and buy goods. It also offers a range of seller services and tools that help entrepreneurs manage their businesses. As of now, the company’s seller services include Direct Checkout, Promoted Listings, Shipping Labels, and Pattern by Etsy. ETSY stock has risen by over 80% over the past year.\n\nOn Monday, Etsy signed a definitive agreement to acquire Elo7, a privately held marketplace for unique, handmade items, ranked as a top 10 e-commerce site in Brazil. The Elo7 marketplace connects approximately 1.9 million active buyers with approximately 56,000 active sellers and currently has approximately 8 million items for sale. Hence, this deal would establish Etsy’s presence in Latin America, an underpenetrated e-commerce region.\nEtsy is not resting on its laurels. It also signed a definitive agreement to acquire Depop, a purpose-driven marketplace for unique fashion for $1.625 billion earlier in June. Depop is a community-powered marketplace to buy and sell unique fashion, with a mission to build the world’s most diverse and progressive home of fashion. It appears that 90% of Depop’s active users are under the age of 26. So, this could serve as a resale home for Gen Z consumers to the Etsy family. Given all these exciting developments, would you consider investing in ETSY stock?\neBay Inc\nNext, we have one of the industry leaders of e-commerce, eBay. Essentially, the company operates marketplace platforms that connect buyers and sellers globally. This includes its online marketplace at ebay.com and the eBay suite of mobile apps. So, you could buy, sell, and pay for items through various online and offline channels. eBay stock has been one of the better-performing stocks within the e-commerce space this year. It has climbed by over 35% year-to-date.\n\nJust last week, the company announced the completion of the transfer of its Classifieds business to Adevinta in exchange for $2.5 billion cash and a 44% equity stake in Adevinta. This combination will hopefully create a leading global online classifieds business. In the long run, both companies will be primed to benefit from its combined portfolio that may offer additional value for its customers and shareholders.\neBay also had an impressive first quarter to start the year with the highest revenue growth since 2005. Its revenue was $3.0 billion, up 42% on an as-reported basis. There was also increased activity on its platform. Annual active buyers grew by 7%, now at a total of 187 million. Meanwhile, its annual active sellers grew by 8%, for a total of 20 million. We can see that the company is firing on all cylinders as we recover from the global pandemic. With that in mind, would you add EBAY stock to your watchlist?\nAlibaba Group Holding Ltd\nComing up next, we have one of the largest e-commerce companies in the world, Alibaba. The company’s technology infrastructure and marketing reach help merchants and brands to leverage the power of technology to engage its users, and customers to operate. As of today, its three main sites, Taobao, Tmall, and Alibaba.com boast hundreds of millions of users and host millions of merchants and businesses.\n\nFundamentally, the company is as strong as ever. For its fourth-quarter fiscal 2021 earnings report, its revenue climbed to $28.6 billion, representing a 64% increase. Alibaba also reported 811 million annual active consumers in China which represents an 11% growth year-over-year. This is important because retaining and attracting active consumers would support the company’s business model.\nThat said, it has not been a fantastic year for Alibaba this year. The company’s struggle this year was affected by the Chinese government. Alibaba was hit with a record fine of $2.75 billion earlier in April. However, the worst could be over for the company as the Chinese government is slowly shifting its focus to the company’s competitors. So, if you have missed the boat on BABA stock prior to this, could this be the classic buy-on-dip opportunity?\nChewy Inc\nLast on this list, we have an e-commerce company that specializes in pet products, Chewy. In essence, it provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services. Pet lovers out there could access all these products through its chewy.com retail website, and its mobile applications. The company stock may have been trading sideways since the start of the year. But, it has still climbed by over 70% over the past year.\n\nIn June, the company posted its first-quarter financial report that beat analysts’ expectations. Its net sales were $2.14 billion, growing 31.7% year-over-year. Meanwhile, its adjusted EBITDA came in at $77.4 million and its net income was $38.7 million. More importantly, Chewy added 600,000 active customers during the quarter which brings the number of active customers to 19.2 million. All in all, the company is growing in the right direction.\nFurthermore, Chewy also continues to innovate on their popular telehealth service, Connect with a Vet. May’s expansion includes the highly anticipated video consultation feature which allows pre-scheduling virtual vet consultation and extended hours of operation including weekends. With this, customers gain more accessibility to the company’s services and a better experience overall. With that in mind, would CHWY stock make your watchlist?","news_type":1,"symbols_score_info":{"CHWY":0.9,"EBAY":0.9,"BOTB.UK":0.9,"BABA":0.9,"ETSY":0.9}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144133407,"gmtCreate":1626271056709,"gmtModify":1631890532787,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>it’s fortunate to be able to see it grow little by little[Love&nbsp;you]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>it’s fortunate to be able to see it grow little by little[Love&nbsp;you]&nbsp;","text":"$NVIDIA Corp(NVDA)$it’s fortunate to be able to see it grow little by little[Love you]","images":[{"img":"https://static.tigerbbs.com/1c8821755b9ed4fd6b66a07ebfc1736c","width":"1284","height":"2223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144133407","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166653581,"gmtCreate":1624007564043,"gmtModify":1631892801836,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","listText":"👀👀<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>👀👀","text":"👀👀$Palantir Technologies Inc.(PLTR)$👀👀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166653581","repostId":"1180977741","repostType":4,"repost":{"id":"1180977741","kind":"news","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机理由而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增幅最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</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 Untold Truth<blockquote>Palantir：不为人知的真相</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 Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机理由而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增幅最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">seekingalpha</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/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151939485,"gmtCreate":1625061143947,"gmtModify":1631885865264,"author":{"id":"3585118951967017","authorId":"3585118951967017","name":"jnah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585118951967017","idStr":"3585118951967017"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>|&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>|&nbsp;<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>|&nbsp;<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>|&nbsp;<a href=\"https://laohu8.com/S/INTC\">$Intel(INTC)$</a>","text":"$NVIDIA Corp(NVDA)$| $AMD(AMD)$| 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