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Likethatgood

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2021-11-27

Upz//@Likethatalso:Like 👍🏻

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2021-11-02

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2021-10-28

Likr

U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>

2021-10-26

$IFAST CORPORATION LTD.(AIY.SI)$Really….Like that also can

2021-10-24

Worry

Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>

2021-10-17

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2021-10-13

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Apple shares fell nearly 1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote>

2021-10-27

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Boeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote>

2021-10-11

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2021-10-21

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news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> ，股价在周中创了新高。现在Brk的市值跟<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 差不多，6500亿美元左右，NVDA是大家眼里一致预期的下一个万亿俱乐部成员，搞不好Berkshire才是，谁知道呢，大可关注起来。我最近关注消费ETF<a target=\"_blank\" href=\"https://laohu8.com/S/XLP\">$消费品指数ETF-SPDR主要消费品(XLP)$</a> ，必须消费品上涨是通胀最直接的反映，自从鲍师傅12月5日直接承认通胀，并暗示可能加速Taper，XLP已经连涨了两周。成分股里面PG、COST、PEP、KO、EL等都过去两周都是逆市新高，短期这个通胀预期已经兑现相当充分，应该要开始回调了。但是通胀也不是一时半会儿能下来的，这几个公司和XLP值得大家明年继续关注，等我过几天开始休假了好好整理一下下消费股。同样是消费ETF，可选消费ETF-XLY就跟必消股ETF-XLP差距非常大，主要原因是AMZN和TSLA两个科技股占比太大，接近40%，如果抛去这两个大成分，下面的HD、MC","listText":"老虎的朋友们好，最近要赶年底结算工作略忙，每天只有晚上花一点时间看看盘。这两周市场相当精彩，美联储如“期”加速taper，四巫日也如“期”巨震。终于，今年的bad news都陆续落地，接下来圣诞行情还有吗？ 我个人感觉接下来应该有一波还不错的行情，至于多长时间就只能走着看。值得一提的是巴菲特的<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a target=\"_blank\" 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👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/843956208","repostId":"2180927714","repostType":4,"isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855616625,"gmtCreate":1635372455412,"gmtModify":1635377339002,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/855616625","repostId":"1187443202","repostType":4,"repost":{"id":"1187443202","kind":"news","pubTimestamp":1635348021,"share":"https://www.laohunote.com/m/news/1187443202?lang=zh_CN&edition=full","pubTime":"2021-10-27 23:20","market":"us","language":"en","title":"U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187443202","media":"Reuters","summary":"U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as ma","content":"<p>U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.</p><p><blockquote>一个贸易机构周三表示，2021 年美国假日销售额可能比去年增长 10% 以上，因为主要消费品制造商和零售商正在努力防止供应链中断导致货架上没有热门玩具和游戏。</blockquote></p><p> The National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.</p><p><blockquote>全国零售联合会（NRF）预测，11月和12月的销售额将增长8.5%至10.5%，达到8434亿美元至8590亿美元，而2020年的最高水平为7773亿美元。这些数字不包括汽车经销商、加油站和餐馆。</blockquote></p><p> The U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.</p><p><blockquote>这家美国零售集团的预测是假日季节前最受关注的基准之一，届时亚马逊公司、沃尔玛公司和塔吉特公司等零售商的利润和销售额将占比过高。</blockquote></p><p> Several shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights &amp; Analytics showed last week.</p><p><blockquote>NRF 和研究公司 Prosper Insights &amp; Analytics 上周的一项调查显示，一些购物者担心，由于 COVID-19 带来的供应问题，他们将难以找到电子产品、服装和玩具。</blockquote></p><p> \"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 表示：“如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，那么这可能是一个出色的假日销售季。”</blockquote></p><p> Several companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.</p><p><blockquote>包括玩具制造商孩之宝公司（Hasbro Inc.）和美泰公司（Mattel Inc.）在内的几家公司表示，尽管供应链紧缩导致运费飙升，产品滞留在运输途中，但人们将能够在假期期间找到他们的产品。</blockquote></p><p> Amazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.</p><p><blockquote>亚马逊将其集装箱处理能力提高了一倍，并从海运承运人那里获得了更多的运输存储，而其他公司则一直在将货物改道，通过东海岸港口进入，远离拥挤的西海岸。</blockquote></p><p> Several retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.</p><p><blockquote>一些零售商早在9月份就开始了假日销售，警告顾客他们最喜欢的商品可能会售罄，或者送货时间可能会比平时更长。</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>U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</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\">\nU.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-27 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.</p><p><blockquote>一个贸易机构周三表示，2021 年美国假日销售额可能比去年增长 10% 以上，因为主要消费品制造商和零售商正在努力防止供应链中断导致货架上没有热门玩具和游戏。</blockquote></p><p> The National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.</p><p><blockquote>全国零售联合会（NRF）预测，11月和12月的销售额将增长8.5%至10.5%，达到8434亿美元至8590亿美元，而2020年的最高水平为7773亿美元。这些数字不包括汽车经销商、加油站和餐馆。</blockquote></p><p> The U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.</p><p><blockquote>这家美国零售集团的预测是假日季节前最受关注的基准之一，届时亚马逊公司、沃尔玛公司和塔吉特公司等零售商的利润和销售额将占比过高。</blockquote></p><p> Several shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights &amp; Analytics showed last week.</p><p><blockquote>NRF 和研究公司 Prosper Insights &amp; Analytics 上周的一项调查显示，一些购物者担心，由于 COVID-19 带来的供应问题，他们将难以找到电子产品、服装和玩具。</blockquote></p><p> \"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 表示：“如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，那么这可能是一个出色的假日销售季。”</blockquote></p><p> Several companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.</p><p><blockquote>包括玩具制造商孩之宝公司（Hasbro Inc.）和美泰公司（Mattel Inc.）在内的几家公司表示，尽管供应链紧缩导致运费飙升，产品滞留在运输途中，但人们将能够在假期期间找到他们的产品。</blockquote></p><p> Amazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.</p><p><blockquote>亚马逊将其集装箱处理能力提高了一倍，并从海运承运人那里获得了更多的运输存储，而其他公司则一直在将货物改道，通过东海岸港口进入，远离拥挤的西海岸。</blockquote></p><p> Several retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.</p><p><blockquote>一些零售商早在9月份就开始了假日销售，警告顾客他们最喜欢的商品可能会售罄，或者送货时间可能会比平时更长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-holiday-sales-rise-much-151108698.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/u-holiday-sales-rise-much-151108698.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187443202","content_text":"U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.\nThe National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.\nThe U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.\nSeveral shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights & Analytics showed last week.\n\"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.\nSeveral companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.\nAmazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.\nSeveral retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855616032,"gmtCreate":1635372438839,"gmtModify":1635377338261,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855616032","repostId":"1187443202","repostType":4,"repost":{"id":"1187443202","kind":"news","pubTimestamp":1635348021,"share":"https://www.laohunote.com/m/news/1187443202?lang=zh_CN&edition=full","pubTime":"2021-10-27 23:20","market":"us","language":"en","title":"U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187443202","media":"Reuters","summary":"U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as ma","content":"<p>U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.</p><p><blockquote>一个贸易机构周三表示，2021 年美国假日销售额可能比去年增长 10% 以上，因为主要消费品制造商和零售商正在努力防止供应链中断导致货架上没有热门玩具和游戏。</blockquote></p><p> The National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.</p><p><blockquote>全国零售联合会（NRF）预测，11月和12月的销售额将增长8.5%至10.5%，达到8434亿美元至8590亿美元，而2020年的最高水平为7773亿美元。这些数字不包括汽车经销商、加油站和餐馆。</blockquote></p><p> The U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.</p><p><blockquote>这家美国零售集团的预测是假日季节前最受关注的基准之一，届时亚马逊公司、沃尔玛公司和塔吉特公司等零售商的利润和销售额将占比过高。</blockquote></p><p> Several shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights &amp; Analytics showed last week.</p><p><blockquote>NRF 和研究公司 Prosper Insights &amp; Analytics 上周的一项调查显示，一些购物者担心，由于 COVID-19 带来的供应问题，他们将难以找到电子产品、服装和玩具。</blockquote></p><p> \"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 表示：“如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，那么这可能是一个出色的假日销售季。”</blockquote></p><p> Several companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.</p><p><blockquote>包括玩具制造商孩之宝公司（Hasbro Inc.）和美泰公司（Mattel Inc.）在内的几家公司表示，尽管供应链紧缩导致运费飙升，产品滞留在运输途中，但人们将能够在假期期间找到他们的产品。</blockquote></p><p> Amazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.</p><p><blockquote>亚马逊将其集装箱处理能力提高了一倍，并从海运承运人那里获得了更多的运输存储，而其他公司则一直在将货物改道，通过东海岸港口进入，远离拥挤的西海岸。</blockquote></p><p> Several retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.</p><p><blockquote>一些零售商早在9月份就开始了假日销售，警告顾客他们最喜欢的商品可能会售罄，或者送货时间可能会比平时更长。</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>U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-27 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.</p><p><blockquote>一个贸易机构周三表示，2021 年美国假日销售额可能比去年增长 10% 以上，因为主要消费品制造商和零售商正在努力防止供应链中断导致货架上没有热门玩具和游戏。</blockquote></p><p> The National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.</p><p><blockquote>全国零售联合会（NRF）预测，11月和12月的销售额将增长8.5%至10.5%，达到8434亿美元至8590亿美元，而2020年的最高水平为7773亿美元。这些数字不包括汽车经销商、加油站和餐馆。</blockquote></p><p> The U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.</p><p><blockquote>这家美国零售集团的预测是假日季节前最受关注的基准之一，届时亚马逊公司、沃尔玛公司和塔吉特公司等零售商的利润和销售额将占比过高。</blockquote></p><p> Several shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights &amp; Analytics showed last week.</p><p><blockquote>NRF 和研究公司 Prosper Insights &amp; Analytics 上周的一项调查显示，一些购物者担心，由于 COVID-19 带来的供应问题，他们将难以找到电子产品、服装和玩具。</blockquote></p><p> \"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 表示：“如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，那么这可能是一个出色的假日销售季。”</blockquote></p><p> Several companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.</p><p><blockquote>包括玩具制造商孩之宝公司（Hasbro Inc.）和美泰公司（Mattel Inc.）在内的几家公司表示，尽管供应链紧缩导致运费飙升，产品滞留在运输途中，但人们将能够在假期期间找到他们的产品。</blockquote></p><p> Amazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.</p><p><blockquote>亚马逊将其集装箱处理能力提高了一倍，并从海运承运人那里获得了更多的运输存储，而其他公司则一直在将货物改道，通过东海岸港口进入，远离拥挤的西海岸。</blockquote></p><p> Several retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.</p><p><blockquote>一些零售商早在9月份就开始了假日销售，警告顾客他们最喜欢的商品可能会售罄，或者送货时间可能会比平时更长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-holiday-sales-rise-much-151108698.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/u-holiday-sales-rise-much-151108698.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187443202","content_text":"U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.\nThe National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.\nThe U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.\nSeveral shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights & Analytics showed last week.\n\"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.\nSeveral companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.\nAmazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.\nSeveral retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855611438,"gmtCreate":1635372353495,"gmtModify":1635377336126,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855611438","repostId":"1113351656","repostType":4,"isVote":1,"tweetType":1,"viewCount":3600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855611514,"gmtCreate":1635372336841,"gmtModify":1635377336087,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855611514","repostId":"1113351656","repostType":4,"isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852655452,"gmtCreate":1635264325829,"gmtModify":1635264423810,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852655452","repostId":"1100809149","repostType":4,"repost":{"id":"1100809149","kind":"news","pubTimestamp":1635261612,"share":"https://www.laohunote.com/m/news/1100809149?lang=zh_CN&edition=full","pubTime":"2021-10-26 23:20","market":"us","language":"en","title":"Boeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100809149","media":"Investopedia","summary":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.\nCommercial airplan","content":"<p>KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul>  <li>Analysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.</li>  <li>Commercial airplane deliveries are expected to increase sharply YOY.</li>  <li>Revenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.</li> </ul> Boeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123</p><p><blockquote><ul><li>分析师预计 2020 财年第三季度调整后每股收益为 -0.15 美元，而 -1.39 美元。</li><li>商用飞机交付量预计将同比大幅增长。</li><li>在连续九个季度同比下降后，收入预计将连续第二个季度增长。</li></ul>随着乘客对 COVID-19 大流行的担忧开始缓解，旅游业反弹，波音公司 (BA) 对商用飞机的需求激增。第二季度，随着收入大幅增长，该公司在连续六个季度亏损后实现盈利。尽管如此，波音公司在疫情之外仍面临着持续的问题。该公司的787 Max喷气式飞机一直存在质量问题。10月中旬，由于钛合金部件发现新缺陷，787梦想客机的生产和交付被推迟。</blockquote></p><p> Investors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5</p><p><blockquote>投资者将在 10 月 27 日开盘前公布 2021 财年第三季度收益时关注波音公司如何克服这些问题，以确保其持续复苏。4 分析师预计，第三季度波音公司将报告调整后每股亏损大幅收窄与去年同期相比。收入预计将同比 (YOY) 实现健康增长，但低于 2021 财年第二季度1.5</blockquote></p><p> Investors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5</p><p><blockquote>投资者还将关注波音公司的商用飞机交付量，这是衡量该公司主要产品之一需求水平的关键指标。分析师预计，与去年同期相比，交付量将大幅上升，但远低于该公司最近 2017 财年和 2018 财年的高峰季度8.5</blockquote></p><p> Boeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&amp;P 500.</p><p><blockquote>波音股票波动剧烈，去年表现逊于大盘。2020 年 11 月，该股在 12 月初大幅上涨，然后在 2021 年 1 月下旬下跌。至此，波音股票再次攀升至3月份的高点。此后，股价逐渐下滑，一路上零星小幅上涨。波音股票的1年追踪总回报率为26.0%，落后于标普500 31.6%的总回报率。</blockquote></p><p> Boeing Earnings History</p><p><blockquote>波音盈利历史</blockquote></p><p> Boeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5</p><p><blockquote>波音公司多年来一直难以报告正调整后每股收益 (EPS)。在过去的 10 个季度中，波音公司仅报告了三个时期的调整后每股收益为正，其中两个是在大流行之前。最大的亏损发生在 2020 财年第四季度，当时波音公司报告并调整后每股亏损 15.25 美元。此后，波音公司的业绩有了很大改善。其亏损在 2021 财年第一季度大幅收窄，随后在 2021 财年第二季度实现了七个季度以来的首次正调整后每股收益。分析师预计波音第三季度每股亏损 0.15 美元，这将是两年多来报告的最小亏损。5</blockquote></p><p> Boeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.</p><p><blockquote>波音的营收表现同样糟糕。从 2019 财年第一季度到 2021 财年第一季度，该公司连续九个季度收入同比下降。2021财年第二季度是自2018财年以来收入首次同比改善。该季度收入增长 44.0%。现在，分析师预计收入将再增长一个季度，但增速较慢，为 21.5%。尽管取得了这一进展，但波音预计第三季度收入仅为 2018 财年第三季度的三分之二左右。</blockquote></p><p> Boeing Key Stats</p><p><blockquote>波音关键统计数据</blockquote></p><p> <table>  <tbody>   <tr>    <td></td>    <td>Estimate for Q3 FY 2021</td>    <td>Q3 FY 2020</td>    <td>Q3 FY 2019</td>   </tr>   <tr>    <td>Adjusted Earnings Per Share</td>    <td>-$0.15</td>    <td>-$1.39</td>    <td>$1.45</td>   </tr>   <tr>    <td>Revenue (B)</td>    <td>$17.2</td>    <td>$14.1</td>    <td>$20.0</td>   </tr>   <tr>    <td>Commercial Airplane Deliveries</td>    <td>96</td>    <td>28</td>    <td>62</td>   </tr>  </tbody> </table> The Key Metric</p><p><blockquote><table><tbody><tr><td></td><td>2021 财年第三季度预测</td><td>2020财年第三季度</td><td>2019财年第三季度</td></tr><tr><td>调整后每股盈利</td><td>-$0.15</td><td>-$1.39</td><td>$1.45</td></tr><tr><td>收入(B)</td><td>$17.2</td><td>$14.1</td><td>$20.0</td></tr><tr><td>商用飞机交付</td><td>96</td><td>28</td><td>62</td></tr></tbody></table>关键指标</blockquote></p><p> As mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3</p><p><blockquote>如上所述，波音商用飞机交付量也是投资者关注的关键指标。波音公司生产商用和军用飞机。对前一种类型的需求对经济状况更加敏感，而对后一种类型的需求取决于政府关于其军事计划的政策决定。随着美国疫情的威胁有所缓解，随着旅行需求的增长，商业飞机交付量开始上升。但近年来，由于波音公司 787 Max 喷气式飞机长期停飞，以及最近 787 Dreamliner 的零部件缺陷，生产和交付都放缓了。3</blockquote></p><p> These quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.</p><p><blockquote>这些质量问题阻碍了波音商用飞机交付量从疫情恢复的速度。该公司在2020财年第二季度交付了20架商用飞机，比2019财年第二季度下降了77.8%，比2018财年第二季度交付的194架商用飞机下降了近90%。自该低点以来，商用飞机交付量每个季度都有所改善，2021 财年第二季度交付量达到 79 架次。分析师预测这一趋势将持续下去，2021 财年第三季度将交付 96 架商用飞机。这将是去年同期交付的商用飞机数量的三倍多。</blockquote></p><p> <table></table></p><p><blockquote><table></table></blockquote></p><p></p>","source":"lsy1606203311635","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>Boeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investopedia</strong><span class=\"h-time small\">2021-10-26 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul>  <li>Analysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.</li>  <li>Commercial airplane deliveries are expected to increase sharply YOY.</li>  <li>Revenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.</li> </ul> Boeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123</p><p><blockquote><ul><li>分析师预计 2020 财年第三季度调整后每股收益为 -0.15 美元，而 -1.39 美元。</li><li>商用飞机交付量预计将同比大幅增长。</li><li>在连续九个季度同比下降后，收入预计将连续第二个季度增长。</li></ul>随着乘客对 COVID-19 大流行的担忧开始缓解，旅游业反弹，波音公司 (BA) 对商用飞机的需求激增。第二季度，随着收入大幅增长，该公司在连续六个季度亏损后实现盈利。尽管如此，波音公司在疫情之外仍面临着持续的问题。该公司的787 Max喷气式飞机一直存在质量问题。10月中旬，由于钛合金部件发现新缺陷，787梦想客机的生产和交付被推迟。</blockquote></p><p> Investors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5</p><p><blockquote>投资者将在 10 月 27 日开盘前公布 2021 财年第三季度收益时关注波音公司如何克服这些问题，以确保其持续复苏。4 分析师预计，第三季度波音公司将报告调整后每股亏损大幅收窄与去年同期相比。收入预计将同比 (YOY) 实现健康增长，但低于 2021 财年第二季度1.5</blockquote></p><p> Investors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5</p><p><blockquote>投资者还将关注波音公司的商用飞机交付量，这是衡量该公司主要产品之一需求水平的关键指标。分析师预计，与去年同期相比，交付量将大幅上升，但远低于该公司最近 2017 财年和 2018 财年的高峰季度8.5</blockquote></p><p> Boeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&amp;P 500.</p><p><blockquote>波音股票波动剧烈，去年表现逊于大盘。2020 年 11 月，该股在 12 月初大幅上涨，然后在 2021 年 1 月下旬下跌。至此，波音股票再次攀升至3月份的高点。此后，股价逐渐下滑，一路上零星小幅上涨。波音股票的1年追踪总回报率为26.0%，落后于标普500 31.6%的总回报率。</blockquote></p><p> Boeing Earnings History</p><p><blockquote>波音盈利历史</blockquote></p><p> Boeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5</p><p><blockquote>波音公司多年来一直难以报告正调整后每股收益 (EPS)。在过去的 10 个季度中，波音公司仅报告了三个时期的调整后每股收益为正，其中两个是在大流行之前。最大的亏损发生在 2020 财年第四季度，当时波音公司报告并调整后每股亏损 15.25 美元。此后，波音公司的业绩有了很大改善。其亏损在 2021 财年第一季度大幅收窄，随后在 2021 财年第二季度实现了七个季度以来的首次正调整后每股收益。分析师预计波音第三季度每股亏损 0.15 美元，这将是两年多来报告的最小亏损。5</blockquote></p><p> Boeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.</p><p><blockquote>波音的营收表现同样糟糕。从 2019 财年第一季度到 2021 财年第一季度，该公司连续九个季度收入同比下降。2021财年第二季度是自2018财年以来收入首次同比改善。该季度收入增长 44.0%。现在，分析师预计收入将再增长一个季度，但增速较慢，为 21.5%。尽管取得了这一进展，但波音预计第三季度收入仅为 2018 财年第三季度的三分之二左右。</blockquote></p><p> Boeing Key Stats</p><p><blockquote>波音关键统计数据</blockquote></p><p> <table>  <tbody>   <tr>    <td></td>    <td>Estimate for Q3 FY 2021</td>    <td>Q3 FY 2020</td>    <td>Q3 FY 2019</td>   </tr>   <tr>    <td>Adjusted Earnings Per Share</td>    <td>-$0.15</td>    <td>-$1.39</td>    <td>$1.45</td>   </tr>   <tr>    <td>Revenue (B)</td>    <td>$17.2</td>    <td>$14.1</td>    <td>$20.0</td>   </tr>   <tr>    <td>Commercial Airplane Deliveries</td>    <td>96</td>    <td>28</td>    <td>62</td>   </tr>  </tbody> </table> The Key Metric</p><p><blockquote><table><tbody><tr><td></td><td>2021 财年第三季度预测</td><td>2020财年第三季度</td><td>2019财年第三季度</td></tr><tr><td>调整后每股盈利</td><td>-$0.15</td><td>-$1.39</td><td>$1.45</td></tr><tr><td>收入(B)</td><td>$17.2</td><td>$14.1</td><td>$20.0</td></tr><tr><td>商用飞机交付</td><td>96</td><td>28</td><td>62</td></tr></tbody></table>关键指标</blockquote></p><p> As mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3</p><p><blockquote>如上所述，波音商用飞机交付量也是投资者关注的关键指标。波音公司生产商用和军用飞机。对前一种类型的需求对经济状况更加敏感，而对后一种类型的需求取决于政府关于其军事计划的政策决定。随着美国疫情的威胁有所缓解，随着旅行需求的增长，商业飞机交付量开始上升。但近年来，由于波音公司 787 Max 喷气式飞机长期停飞，以及最近 787 Dreamliner 的零部件缺陷，生产和交付都放缓了。3</blockquote></p><p> These quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.</p><p><blockquote>这些质量问题阻碍了波音商用飞机交付量从疫情恢复的速度。该公司在2020财年第二季度交付了20架商用飞机，比2019财年第二季度下降了77.8%，比2018财年第二季度交付的194架商用飞机下降了近90%。自该低点以来，商用飞机交付量每个季度都有所改善，2021 财年第二季度交付量达到 79 架次。分析师预测这一趋势将持续下去，2021 财年第三季度将交付 96 架商用飞机。这将是去年同期交付的商用飞机数量的三倍多。</blockquote></p><p> <table></table></p><p><blockquote><table></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investopedia.com/boeing-q3-fy2021-earnings-report-preview-5207000?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">Investopedia</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":{"BA":"波音"},"source_url":"https://www.investopedia.com/boeing-q3-fy2021-earnings-report-preview-5207000?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100809149","content_text":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.\nCommercial airplane deliveries are expected to increase sharply YOY.\nRevenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.\n\nBoeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123\nInvestors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5\nInvestors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5\nBoeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&P 500.\nBoeing Earnings History\nBoeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5\nBoeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.\nBoeing Key Stats\n\n\n\n\nEstimate for Q3 FY 2021\nQ3 FY 2020\nQ3 FY 2019\n\n\nAdjusted Earnings Per Share\n-$0.15\n-$1.39\n$1.45\n\n\nRevenue (B)\n$17.2\n$14.1\n$20.0\n\n\nCommercial Airplane Deliveries\n96\n28\n62\n\n\n\nThe Key Metric\nAs mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3\nThese quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":4188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852092315,"gmtCreate":1635220288553,"gmtModify":1635220311414,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Really….Like that also can","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Really….Like that also can","text":"$IFAST CORPORATION LTD.(AIY.SI)$Really….Like that also can","images":[{"img":"https://static.tigerbbs.com/d6a980c5f4c50517f4d84e3bd3fe73ad","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/852092315","isVote":1,"tweetType":1,"viewCount":5048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858883450,"gmtCreate":1635035837526,"gmtModify":1635035837661,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Worry","listText":"Worry","text":"Worry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858883450","repostId":"1138624053","repostType":4,"repost":{"id":"1138624053","kind":"news","pubTimestamp":1634952918,"share":"https://www.laohunote.com/m/news/1138624053?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:35","market":"us","language":"en","title":"Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138624053","media":"TheStreet","summary":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea","content":"<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</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>Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138624053","content_text":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?\nLast month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.\nToday, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.\nFigure 1: Disney+ logo.\nThe reason for the price target cuts\nDisney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.\nThe analyst offered the following insight:\n\n “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”\n\nCEO Bob Chapek’s forecast\nAccording to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.\nDespite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.\nWhat's happening with DIS?\nWhile the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.\nHowever, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.\nSince the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.\nWhat Wall Street says\nDespite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.\nThe highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.\nOur take\nWe maintain our opinion that DIS shares still have room to rise in the next several months.\nDisney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.\nOnce short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853964440,"gmtCreate":1634768194516,"gmtModify":1634768194630,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853964440","repostId":"1168031107","repostType":4,"isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827357824,"gmtCreate":1634427270167,"gmtModify":1634427270280,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827357824","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822619811,"gmtCreate":1634125076474,"gmtModify":1634125076474,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822619811","repostId":"1126064042","repostType":4,"repost":{"id":"1126064042","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634112106,"share":"https://www.laohunote.com/m/news/1126064042?lang=zh_CN&edition=full","pubTime":"2021-10-13 16:01","market":"us","language":"en","title":"Apple shares fell nearly  1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126064042","media":"Tiger Newspress","summary":"Apple shares fell nearly 1% in premarket trading afte Apple set to cut iPhone production goals due t","content":"<p>Apple shares fell nearly 1% in premarket trading&nbsp;afte&nbsp;Apple set to cut iPhone production goals due to chip crunch.</p><p><blockquote>苹果因芯片短缺而削减 iPhone 产量目标后，苹果股价在盘前交易中下跌近 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/59416dec265c2e702b1b0b4cefaedaaa\" tg-width=\"850\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc.&nbsp;is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，由于长期芯片短缺打击了其旗舰产品，苹果公司可能会将 2021 年 iPhone 13 的预计产量目标削减多达 1000 万部。</blockquote></p><p> The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because&nbsp;Broadcom Inc.&nbsp;and&nbsp;Texas Instruments Inc.&nbsp;are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p><p><blockquote>该公司原本预计在今年最后三个月生产 9000 万部新款 iPhone，但现在该公司告诉制造合作伙伴，由于博通公司和德州仪器公司正在努力交付足够的零部件，总产量将会降低。</blockquote></p><p> The technology giant is one of the world’s&nbsp;largest&nbsp;chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have&nbsp;warned&nbsp;that demand will continue to outpace supply throughout next year and potentially beyond.</p><p><blockquote>这家科技巨头是全球最大的芯片买家之一，为电子供应链设定了年度节奏。但即使拥有强大的购买力，苹果也在努力应对给世界各地工业造成严重破坏的供应中断。主要芯片制造商警告称，明年乃至以后，需求将继续超过供应。</blockquote></p><p> Apple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.</p><p><blockquote>苹果从德州仪器获得显示零件，而博通是其无线组件的长期供应商。最新款iPhone的一个短缺的TI芯片与有机发光二极管显示屏的供电有关。苹果还面临着其他供应商的零部件短缺。</blockquote></p><p> Apple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.</p><p><blockquote>苹果和德州仪器的代表拒绝置评。博通没有回应置评请求。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a08c5763a83cf33b076814728233fce2\" tg-width=\"973\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.</p><p><blockquote>彭博社报道这一消息后，苹果股价在尾盘交易中下跌 1.6%，至 139.27 美元。截至周二收盘，该股今年以来已上涨 6.6%。博通和德州仪器在盘后交易中也下跌。</blockquote></p><p> The shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.</p><p><blockquote>短缺已经影响了苹果向客户提供新车型的能力。iPhone 13 Pro 和 iPhone 13 Pro Max 已于 9 月份开始销售，但苹果网站上的订单大约一个月后才能发货。新设备被列为 “目前无法在该公司的几家零售店提货 ”。苹果的承运商合作伙伴也遇到了类似的发货延误。</blockquote></p><p> Current orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p><p><blockquote>目前的订单定于11月中旬左右发货，因此苹果仍然可以在关键的假日季节及时向消费者交付新的iPhone。年终季度预计将是苹果迄今为止最大的销售闪电战，将产生约 1200 亿美元的收入。这将比去年同期增长约 7%，比苹果十年前一整年的收入还要多。</blockquote></p><p> Apple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p><p><blockquote>苹果的困境表明，即使是科技界的王者也无法幸免于大流行病加剧的全球短缺。除了面临iPhone供应紧张之外，该公司还在努力生产足够的苹果手表系列7和其他产品。</blockquote></p><p> Earlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.</p><p><blockquote>今年早些时候，苹果警告称，在截至 9 月份的季度，它将面临 iPhone 和 iPad 的供应限制。这家总部位于加利福尼亚州库比蒂诺的公司列举了当时全球芯片短缺的问题。这段时间包括大约一周半的 iPhone 13 收入。</blockquote></p><p> Broadcom doesn’t have major factories of its own and relies on contract chipmakers like&nbsp;Taiwan Semiconductor Manufacturing Co.&nbsp;to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.</p><p><blockquote>博通没有自己的大型工厂，依靠台积电公司等合同芯片制造商生产产品。德州仪器内部制造一些芯片，但也依赖外部制造。这意味着他们将成为确保台积电和其他代工厂产能的日益艰巨的战斗的一部分。苹果本身就是台积电的客户，事实上，它是该公司最大的客户。苹果使用该制造商生产 A 系列处理器，但目前似乎没有短缺的威胁。</blockquote></p><p> There are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to&nbsp;an average of 21.7 weeks&nbsp;in September, according to Susquehanna Financial Group.</p><p><blockquote>有迹象表明芯片短缺正在恶化。萨斯奎哈纳金融集团 (Susquehanna Financial Group) 的数据显示，该行业的交货时间（下半导体订单和交货之间的差距）在 9 月份连续第九个月上升，平均为 21.7 周。</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>Apple shares fell nearly  1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares fell nearly  1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-13 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares fell nearly 1% in premarket trading&nbsp;afte&nbsp;Apple set to cut iPhone production goals due to chip crunch.</p><p><blockquote>苹果因芯片短缺而削减 iPhone 产量目标后，苹果股价在盘前交易中下跌近 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/59416dec265c2e702b1b0b4cefaedaaa\" tg-width=\"850\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc.&nbsp;is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，由于长期芯片短缺打击了其旗舰产品，苹果公司可能会将 2021 年 iPhone 13 的预计产量目标削减多达 1000 万部。</blockquote></p><p> The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because&nbsp;Broadcom Inc.&nbsp;and&nbsp;Texas Instruments Inc.&nbsp;are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p><p><blockquote>该公司原本预计在今年最后三个月生产 9000 万部新款 iPhone，但现在该公司告诉制造合作伙伴，由于博通公司和德州仪器公司正在努力交付足够的零部件，总产量将会降低。</blockquote></p><p> The technology giant is one of the world’s&nbsp;largest&nbsp;chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have&nbsp;warned&nbsp;that demand will continue to outpace supply throughout next year and potentially beyond.</p><p><blockquote>这家科技巨头是全球最大的芯片买家之一，为电子供应链设定了年度节奏。但即使拥有强大的购买力，苹果也在努力应对给世界各地工业造成严重破坏的供应中断。主要芯片制造商警告称，明年乃至以后，需求将继续超过供应。</blockquote></p><p> Apple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.</p><p><blockquote>苹果从德州仪器获得显示零件，而博通是其无线组件的长期供应商。最新款iPhone的一个短缺的TI芯片与有机发光二极管显示屏的供电有关。苹果还面临着其他供应商的零部件短缺。</blockquote></p><p> Apple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.</p><p><blockquote>苹果和德州仪器的代表拒绝置评。博通没有回应置评请求。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a08c5763a83cf33b076814728233fce2\" tg-width=\"973\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.</p><p><blockquote>彭博社报道这一消息后，苹果股价在尾盘交易中下跌 1.6%，至 139.27 美元。截至周二收盘，该股今年以来已上涨 6.6%。博通和德州仪器在盘后交易中也下跌。</blockquote></p><p> The shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.</p><p><blockquote>短缺已经影响了苹果向客户提供新车型的能力。iPhone 13 Pro 和 iPhone 13 Pro Max 已于 9 月份开始销售，但苹果网站上的订单大约一个月后才能发货。新设备被列为 “目前无法在该公司的几家零售店提货 ”。苹果的承运商合作伙伴也遇到了类似的发货延误。</blockquote></p><p> Current orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p><p><blockquote>目前的订单定于11月中旬左右发货，因此苹果仍然可以在关键的假日季节及时向消费者交付新的iPhone。年终季度预计将是苹果迄今为止最大的销售闪电战，将产生约 1200 亿美元的收入。这将比去年同期增长约 7%，比苹果十年前一整年的收入还要多。</blockquote></p><p> Apple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p><p><blockquote>苹果的困境表明，即使是科技界的王者也无法幸免于大流行病加剧的全球短缺。除了面临iPhone供应紧张之外，该公司还在努力生产足够的苹果手表系列7和其他产品。</blockquote></p><p> Earlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.</p><p><blockquote>今年早些时候，苹果警告称，在截至 9 月份的季度，它将面临 iPhone 和 iPad 的供应限制。这家总部位于加利福尼亚州库比蒂诺的公司列举了当时全球芯片短缺的问题。这段时间包括大约一周半的 iPhone 13 收入。</blockquote></p><p> Broadcom doesn’t have major factories of its own and relies on contract chipmakers like&nbsp;Taiwan Semiconductor Manufacturing Co.&nbsp;to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.</p><p><blockquote>博通没有自己的大型工厂，依靠台积电公司等合同芯片制造商生产产品。德州仪器内部制造一些芯片，但也依赖外部制造。这意味着他们将成为确保台积电和其他代工厂产能的日益艰巨的战斗的一部分。苹果本身就是台积电的客户，事实上，它是该公司最大的客户。苹果使用该制造商生产 A 系列处理器，但目前似乎没有短缺的威胁。</blockquote></p><p> There are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to&nbsp;an average of 21.7 weeks&nbsp;in September, according to Susquehanna Financial Group.</p><p><blockquote>有迹象表明芯片短缺正在恶化。萨斯奎哈纳金融集团 (Susquehanna Financial Group) 的数据显示，该行业的交货时间（下半导体订单和交货之间的差距）在 9 月份连续第九个月上升，平均为 21.7 周。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126064042","content_text":"Apple shares fell nearly 1% in premarket trading afte Apple set to cut iPhone production goals due to chip crunch.\n\nApple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.\nThe company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.\nThe technology giant is one of the world’s largest chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have warned that demand will continue to outpace supply throughout next year and potentially beyond.\nApple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.\nApple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.\n\nApple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.\nThe shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.\nCurrent orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.\nApple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.\nEarlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.\nBroadcom doesn’t have major factories of its own and relies on contract chipmakers like Taiwan Semiconductor Manufacturing Co. to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.\nThere are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to an average of 21.7 weeks in September, according to Susquehanna Financial Group.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826017144,"gmtCreate":1633958495016,"gmtModify":1633958495016,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826017144","repostId":"1108627633","repostType":4,"isVote":1,"tweetType":1,"viewCount":1901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164408802,"gmtCreate":1624232193006,"gmtModify":1634009314917,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164408802","repostId":"1171176972","repostType":4,"isVote":1,"tweetType":1,"viewCount":1297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164572087,"gmtCreate":1624231826249,"gmtModify":1634009323303,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Tnx","listText":"Tnx","text":"Tnx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164572087","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":877498374,"gmtCreate":1637968980350,"gmtModify":1637968980452,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Upz//<a href=\"https://laohu8.com/U/3586310059437966\">@Likethatalso</a>:Like 👍🏻&nbsp;","listText":"Upz//<a href=\"https://laohu8.com/U/3586310059437966\">@Likethatalso</a>:Like 👍🏻&nbsp;","text":"Upz//@Likethatalso:Like 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/877498374","repostId":"2180927714","repostType":4,"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843956208,"gmtCreate":1635804593442,"gmtModify":1635804593442,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like 👍🏻&nbsp;","listText":"Like 👍🏻&nbsp;","text":"Like 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/843956208","repostId":"2180927714","repostType":4,"isVote":1,"tweetType":1,"viewCount":3605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855616625,"gmtCreate":1635372455412,"gmtModify":1635377339002,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/855616625","repostId":"1187443202","repostType":4,"repost":{"id":"1187443202","kind":"news","pubTimestamp":1635348021,"share":"https://www.laohunote.com/m/news/1187443202?lang=zh_CN&edition=full","pubTime":"2021-10-27 23:20","market":"us","language":"en","title":"U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187443202","media":"Reuters","summary":"U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as ma","content":"<p>U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.</p><p><blockquote>一个贸易机构周三表示，2021 年美国假日销售额可能比去年增长 10% 以上，因为主要消费品制造商和零售商正在努力防止供应链中断导致货架上没有热门玩具和游戏。</blockquote></p><p> The National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.</p><p><blockquote>全国零售联合会（NRF）预测，11月和12月的销售额将增长8.5%至10.5%，达到8434亿美元至8590亿美元，而2020年的最高水平为7773亿美元。这些数字不包括汽车经销商、加油站和餐馆。</blockquote></p><p> The U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.</p><p><blockquote>这家美国零售集团的预测是假日季节前最受关注的基准之一，届时亚马逊公司、沃尔玛公司和塔吉特公司等零售商的利润和销售额将占比过高。</blockquote></p><p> Several shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights &amp; Analytics showed last week.</p><p><blockquote>NRF 和研究公司 Prosper Insights &amp; Analytics 上周的一项调查显示，一些购物者担心，由于 COVID-19 带来的供应问题，他们将难以找到电子产品、服装和玩具。</blockquote></p><p> \"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 表示：“如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，那么这可能是一个出色的假日销售季。”</blockquote></p><p> Several companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.</p><p><blockquote>包括玩具制造商孩之宝公司（Hasbro Inc.）和美泰公司（Mattel Inc.）在内的几家公司表示，尽管供应链紧缩导致运费飙升，产品滞留在运输途中，但人们将能够在假期期间找到他们的产品。</blockquote></p><p> Amazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.</p><p><blockquote>亚马逊将其集装箱处理能力提高了一倍，并从海运承运人那里获得了更多的运输存储，而其他公司则一直在将货物改道，通过东海岸港口进入，远离拥挤的西海岸。</blockquote></p><p> Several retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.</p><p><blockquote>一些零售商早在9月份就开始了假日销售，警告顾客他们最喜欢的商品可能会售罄，或者送货时间可能会比平时更长。</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>U.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</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\">\nU.S. holiday sales to rise as much as 10.5%, hit record levels in 2021 - NRF<blockquote>2021 年美国假日销售额将增长 10.5%，创历史新高 - NRF</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-27 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.</p><p><blockquote>一个贸易机构周三表示，2021 年美国假日销售额可能比去年增长 10% 以上，因为主要消费品制造商和零售商正在努力防止供应链中断导致货架上没有热门玩具和游戏。</blockquote></p><p> The National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.</p><p><blockquote>全国零售联合会（NRF）预测，11月和12月的销售额将增长8.5%至10.5%，达到8434亿美元至8590亿美元，而2020年的最高水平为7773亿美元。这些数字不包括汽车经销商、加油站和餐馆。</blockquote></p><p> The U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.</p><p><blockquote>这家美国零售集团的预测是假日季节前最受关注的基准之一，届时亚马逊公司、沃尔玛公司和塔吉特公司等零售商的利润和销售额将占比过高。</blockquote></p><p> Several shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights &amp; Analytics showed last week.</p><p><blockquote>NRF 和研究公司 Prosper Insights &amp; Analytics 上周的一项调查显示，一些购物者担心，由于 COVID-19 带来的供应问题，他们将难以找到电子产品、服装和玩具。</blockquote></p><p> \"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.</p><p><blockquote>NRF 首席经济学家杰克·克莱因亨茨 (Jack Kleinhenz) 表示：“如果零售商能够将商品保留在货架上，并且商品在圣诞节前到达，那么这可能是一个出色的假日销售季。”</blockquote></p><p> Several companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.</p><p><blockquote>包括玩具制造商孩之宝公司（Hasbro Inc.）和美泰公司（Mattel Inc.）在内的几家公司表示，尽管供应链紧缩导致运费飙升，产品滞留在运输途中，但人们将能够在假期期间找到他们的产品。</blockquote></p><p> Amazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.</p><p><blockquote>亚马逊将其集装箱处理能力提高了一倍，并从海运承运人那里获得了更多的运输存储，而其他公司则一直在将货物改道，通过东海岸港口进入，远离拥挤的西海岸。</blockquote></p><p> Several retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.</p><p><blockquote>一些零售商早在9月份就开始了假日销售，警告顾客他们最喜欢的商品可能会售罄，或者送货时间可能会比平时更长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/u-holiday-sales-rise-much-151108698.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/u-holiday-sales-rise-much-151108698.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187443202","content_text":"U.S. holiday sales could rise over 10% from last year in 2021, a trade body said on Wednesday, as major consumer goods makers and retailers work to prevent supply chain disruptions from leaving shelves empty of in-demand toys and games.\nThe National Retail Federation (NRF) forecast sales to increase between 8.5% and 10.5%, to between $843.4 billion and $859 billion, during November and December, compared with a previous high of $777.3 billion in 2020. The numbers exclude automobile dealers, gasoline stations and restaurants.\nThe U.S. retail group's forecast is one of the most closely watched benchmarks ahead of the holiday season, when retailers such as Amazon.com Inc, Walmart Inc and Target Corp book an outsized portion of their profit and sales.\nSeveral shoppers were concerned they would have difficulty finding electronics, clothes and toys due to supply issues brought on by COVID-19, a survey from NRF and research firm Prosper Insights & Analytics showed last week.\n\"If retailers can keep merchandise on the shelves and merchandise arrives before Christmas, it could be a stellar holiday sales season,\" NRF Chief Economist Jack Kleinhenz said.\nSeveral companies, including toymakers Hasbro Inc and Mattel Inc, have said people would be able to find their products on the shelves during the holiday period despite a supply-chain crunch that has left them with soaring freight costs and products stuck in transit.\nAmazon has doubled its container processing capacity and secured more shipping storage from ocean freight carriers, while other companies have been redirecting their goods to come in through East Coast ports, away from the congested West Coast.\nSeveral retailers had begun their holiday selling as early as September, warning their customers their favorite items could sell out or delivery could take longer than usual.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852092315,"gmtCreate":1635220288553,"gmtModify":1635220311414,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Really….Like that also can","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>Really….Like that also can","text":"$IFAST CORPORATION LTD.(AIY.SI)$Really….Like that also can","images":[{"img":"https://static.tigerbbs.com/d6a980c5f4c50517f4d84e3bd3fe73ad","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/852092315","isVote":1,"tweetType":1,"viewCount":5048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858883450,"gmtCreate":1635035837526,"gmtModify":1635035837661,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Worry","listText":"Worry","text":"Worry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858883450","repostId":"1138624053","repostType":4,"repost":{"id":"1138624053","kind":"news","pubTimestamp":1634952918,"share":"https://www.laohunote.com/m/news/1138624053?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:35","market":"us","language":"en","title":"Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138624053","media":"TheStreet","summary":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on strea","content":"<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</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>Disney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Stock: Wall Street Is Cautious, Should Investors Worry?<blockquote>迪士尼股票：华尔街谨慎，投资者应该担心吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-10-23 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?</p><p><blockquote>由于对流媒体用户增长的预期较低，一些分析师下调了迪士尼股票的目标价。投资者应该担心吗？</blockquote></p><p> Last month, Steven Cahall, an analyst at Wells Fargo,lowered&nbsp;his Disney stock&nbsp;target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.</p><p><blockquote>上个月，富国银行分析师史蒂文·卡哈尔将迪士尼股票目标价从 216 美元下调至 203 美元。同一天，股价下跌近2%。最近，巴克莱的研究团队将评级下调至持有，将卖方多头的比例降至 79%。</blockquote></p><p> Today, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.</p><p><blockquote>今天，我们将讨论华尔街对这只最近难以获得牵引力的股票的谨慎态度，以及投资者是否应该担心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4158f896b062dda9f421975d5627f44\" tg-width=\"1136\" tg-height=\"852\" width=\"100%\" height=\"auto\"><span>Figure 1: Disney+ logo.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：迪士尼+标志。</span></p></blockquote></p><p> <b>The reason for the price target cuts</b></p><p><blockquote><b>下调价格目标的原因</b></blockquote></p><p> Disney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.</p><p><blockquote>迪士尼的流媒体业务是最近下调目标价的主要因素。在可预见的未来，对Disney+用户数量的估计已经下降。富国银行（Wells Fargo）的分析师将本季度预计的 1350 万新增人口降至仅 200 万，同时还将 2024 年的预测值从 2.56 亿下调至 2.36 亿。</blockquote></p><p> The analyst&nbsp;offered&nbsp;the following insight:</p><p><blockquote>分析师提供了以下见解：</blockquote></p><p>   “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”  <b>CEO Bob Chapek’s forecast</b></p><p><blockquote>“最近围绕 2021 财年第四季度 Disney+ 净增的评论让人们关注到 DIS 需要什么才能达到 2024 财年的订户指导。我们认为投资者现在有一些理由感到担忧。[...] 随着我们重置子公司数量，我们的目标价也会下降。”<b>首席执行官鲍勃·查佩克的预测</b></blockquote></p><p> According to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.</p><p><blockquote>据该公司首席执行官鲍勃-查佩克（Bob Chapek）称，本季度的用户增长不太可能达到市场的积极预期。Bob还表示，增长放缓的部分原因包括Hotstar在印度的渗透率低，以及在拉丁美洲寻找合作伙伴的困难。</blockquote></p><p> Despite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.</p><p><blockquote>尽管面临短期挑战，迪士尼尚未改变其 2024 年订户预测，目前订户数量为 2.3 亿至 2.6 亿。</blockquote></p><p> <b>What's happening with DIS?</b></p><p><blockquote><b>迪斯怎么了？</b></blockquote></p><p> While the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.</p><p><blockquote>尽管去年年初，由于主题公园和电影院关闭，疫情拖累了迪士尼股价，但2020年股价仍在攀升。该公司成功发展了新兴的流媒体业务，这有助于提振投资者情绪。</blockquote></p><p> However, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.</p><p><blockquote>然而，呆在家里的习惯已经开始困扰，迪士尼进退两难。该公司的运营尚未完全恢复到正常水平（例如，游轮现在才开始再次航行），而围绕流媒体领域的热议也在逐渐减弱。</blockquote></p><p> Since the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.</p><p><blockquote>自2021年初以来，DIS股价一直停留在170美元左右，第一季度的涨势被证明是短暂的。</blockquote></p><p> <b>What Wall Street says</b></p><p><blockquote><b>华尔街怎么说</b></blockquote></p><p> Despite the recent price target revisions, analysts still think that DIS is a buy,according&nbsp;to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.</p><p><blockquote>TipRanks 表示，尽管最近修改了目标价，但分析师仍然认为 DIS 值得买入。在报道该股的 19 位专业人士中，15 位仍然看好该股，而只有 4 位给予中性评级。没有分析师建议出售该股票。</blockquote></p><p> The highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.</p><p><blockquote>分析师建议的最高价为263美元，最低价为175美元。平均目标价为 215 美元，华尔街集体暗示当前水平的上涨潜力超过 25%。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> We maintain our opinion that DIS shares still have room to rise in the next several months.</p><p><blockquote>我们坚持认为，DIS 股价在未来几个月仍有上涨空间。</blockquote></p><p> Disney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.</p><p><blockquote>迪士尼仍然是一家伟大的公司，拥有最好的内容库之一，大量的流媒体机会，公园、酒店和游轮活动即将反弹。在 Disney+ 上，尽管预计本季度用户数量有所减少，但迪士尼仍可在 2024 年实现其长期目标。</blockquote></p><p> Once short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.</p><p><blockquote>一旦短期挑战过去，我们认为市场将再次转向DIS寻找投资机会——特别是考虑到当前价格比历史高点低15%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.thestreet.com/streaming/dis/disney-stock-wall-street-is-cautious-should-investors-worry","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138624053","content_text":"A couple of analysts have cut their price targets on Disney stock due to lower expectations on streaming subscriber growth. Should investors be concerned?\nLast month, Steven Cahall, an analyst at Wells Fargo,lowered his Disney stock target price from $216 to $203. On that same day, shares fell by nearly 2%. More recently, Barclay’s research teamdowngradedDIS to hold, reducing the proportion of sell-side bulls to 79% of the coverage universe.\nToday, we discuss Wall Street’s caution towards this stock that has struggled to gain traction lately, and whether investors should be worried.\nFigure 1: Disney+ logo.\nThe reason for the price target cuts\nDisney’s streaming business has been the main factor behind the recent price target cuts. Estimates for the number of Disney+ subscribers for the foreseeable future have dropped. Wells Fargo’s analyst has reduced his projected 13.5 million new adds this quarter to only 2 million, while also slashing 2024 estimates from 256 million to 236 million.\nThe analyst offered the following insight:\n\n “Recent commentary around F4Q21 Disney+ net adds has cast a spotlight on what it will take for DIS to reach FY24 subscriber guidance. We think investors now have some causes for concern. […] Our price target falls as we reset our sub numbers.”\n\nCEO Bob Chapek’s forecast\nAccording to the company's CEO Bob Chapek, subscriber growth this quarter is unlikely to meet the market’s aggressive expectations. Bob also said that some of the reasons for the slowdown in growth include Hotstar's low penetration in India and difficulties in finding partners in Latin America.\nDespite short-term challenges, Disney has yet to change its subscriber projections for 2024, currently set at 230 million to 260 million members.\nWhat's happening with DIS?\nWhile the pandemic dragged Disney stock early last year due to the closing of theme parks and movie theaters, shares still climbed in 2020. The company managed to grow its nascent streaming business, which helped to fuel investor sentiment.\nHowever, the stay-at-home habits have started to faze, and Disney is caught between a rock and a hard place. The company’s operations have not fully returned to normal levels (e.g., cruise ships are only now starting to sail again), while the buzz around the streaming segment has been losing steam.\nSince the beginning of 2021, DIS share price has remained stuck in the $170s, with a Q1 rally proving to be short lived.\nWhat Wall Street says\nDespite the recent price target revisions, analysts still think that DIS is a buy,according to TipRanks. Out of the 19 professionals covering the stock, 15 are still bullish, while only 4 have a neutral rating. None of the analysts recommend selling the stock.\nThe highest price suggested by analysts is $263, while the lowest is $175. At the average price target of $215, Wall Street collectively hints at upside potential of over 25% from current levels.\nOur take\nWe maintain our opinion that DIS shares still have room to rise in the next several months.\nDisney continues to be a great company with one of the best content libraries, plenty of opportunities in streaming and an imminent rebound in parks, hotel, and cruise activity. On Disney+, despite the reduced subscriber number expected for this quarter, Disney could still deliver its longer-term goal by 2024.\nOnce short-term challenges are left behind, we think that the market will once again turn to DIS for an investment opportunity – especially given current prices that are a substantial 15% below all-time highs.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827357824,"gmtCreate":1634427270167,"gmtModify":1634427270280,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827357824","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822619811,"gmtCreate":1634125076474,"gmtModify":1634125076474,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/822619811","repostId":"1126064042","repostType":4,"repost":{"id":"1126064042","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634112106,"share":"https://www.laohunote.com/m/news/1126064042?lang=zh_CN&edition=full","pubTime":"2021-10-13 16:01","market":"us","language":"en","title":"Apple shares fell nearly  1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126064042","media":"Tiger Newspress","summary":"Apple shares fell nearly 1% in premarket trading afte Apple set to cut iPhone production goals due t","content":"<p>Apple shares fell nearly 1% in premarket trading&nbsp;afte&nbsp;Apple set to cut iPhone production goals due to chip crunch.</p><p><blockquote>苹果因芯片短缺而削减 iPhone 产量目标后，苹果股价在盘前交易中下跌近 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/59416dec265c2e702b1b0b4cefaedaaa\" tg-width=\"850\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc.&nbsp;is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，由于长期芯片短缺打击了其旗舰产品，苹果公司可能会将 2021 年 iPhone 13 的预计产量目标削减多达 1000 万部。</blockquote></p><p> The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because&nbsp;Broadcom Inc.&nbsp;and&nbsp;Texas Instruments Inc.&nbsp;are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p><p><blockquote>该公司原本预计在今年最后三个月生产 9000 万部新款 iPhone，但现在该公司告诉制造合作伙伴，由于博通公司和德州仪器公司正在努力交付足够的零部件，总产量将会降低。</blockquote></p><p> The technology giant is one of the world’s&nbsp;largest&nbsp;chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have&nbsp;warned&nbsp;that demand will continue to outpace supply throughout next year and potentially beyond.</p><p><blockquote>这家科技巨头是全球最大的芯片买家之一，为电子供应链设定了年度节奏。但即使拥有强大的购买力，苹果也在努力应对给世界各地工业造成严重破坏的供应中断。主要芯片制造商警告称，明年乃至以后，需求将继续超过供应。</blockquote></p><p> Apple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.</p><p><blockquote>苹果从德州仪器获得显示零件，而博通是其无线组件的长期供应商。最新款iPhone的一个短缺的TI芯片与有机发光二极管显示屏的供电有关。苹果还面临着其他供应商的零部件短缺。</blockquote></p><p> Apple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.</p><p><blockquote>苹果和德州仪器的代表拒绝置评。博通没有回应置评请求。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a08c5763a83cf33b076814728233fce2\" tg-width=\"973\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.</p><p><blockquote>彭博社报道这一消息后，苹果股价在尾盘交易中下跌 1.6%，至 139.27 美元。截至周二收盘，该股今年以来已上涨 6.6%。博通和德州仪器在盘后交易中也下跌。</blockquote></p><p> The shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.</p><p><blockquote>短缺已经影响了苹果向客户提供新车型的能力。iPhone 13 Pro 和 iPhone 13 Pro Max 已于 9 月份开始销售，但苹果网站上的订单大约一个月后才能发货。新设备被列为 “目前无法在该公司的几家零售店提货 ”。苹果的承运商合作伙伴也遇到了类似的发货延误。</blockquote></p><p> Current orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p><p><blockquote>目前的订单定于11月中旬左右发货，因此苹果仍然可以在关键的假日季节及时向消费者交付新的iPhone。年终季度预计将是苹果迄今为止最大的销售闪电战，将产生约 1200 亿美元的收入。这将比去年同期增长约 7%，比苹果十年前一整年的收入还要多。</blockquote></p><p> Apple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p><p><blockquote>苹果的困境表明，即使是科技界的王者也无法幸免于大流行病加剧的全球短缺。除了面临iPhone供应紧张之外，该公司还在努力生产足够的苹果手表系列7和其他产品。</blockquote></p><p> Earlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.</p><p><blockquote>今年早些时候，苹果警告称，在截至 9 月份的季度，它将面临 iPhone 和 iPad 的供应限制。这家总部位于加利福尼亚州库比蒂诺的公司列举了当时全球芯片短缺的问题。这段时间包括大约一周半的 iPhone 13 收入。</blockquote></p><p> Broadcom doesn’t have major factories of its own and relies on contract chipmakers like&nbsp;Taiwan Semiconductor Manufacturing Co.&nbsp;to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.</p><p><blockquote>博通没有自己的大型工厂，依靠台积电公司等合同芯片制造商生产产品。德州仪器内部制造一些芯片，但也依赖外部制造。这意味着他们将成为确保台积电和其他代工厂产能的日益艰巨的战斗的一部分。苹果本身就是台积电的客户，事实上，它是该公司最大的客户。苹果使用该制造商生产 A 系列处理器，但目前似乎没有短缺的威胁。</blockquote></p><p> There are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to&nbsp;an average of 21.7 weeks&nbsp;in September, according to Susquehanna Financial Group.</p><p><blockquote>有迹象表明芯片短缺正在恶化。萨斯奎哈纳金融集团 (Susquehanna Financial Group) 的数据显示，该行业的交货时间（下半导体订单和交货之间的差距）在 9 月份连续第九个月上升，平均为 21.7 周。</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>Apple shares fell nearly  1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares fell nearly  1% in premarket trading<blockquote>苹果股价在盘前交易中下跌近1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-13 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares fell nearly 1% in premarket trading&nbsp;afte&nbsp;Apple set to cut iPhone production goals due to chip crunch.</p><p><blockquote>苹果因芯片短缺而削减 iPhone 产量目标后，苹果股价在盘前交易中下跌近 1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/59416dec265c2e702b1b0b4cefaedaaa\" tg-width=\"850\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple Inc.&nbsp;is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.</p><p><blockquote>据知情人士透露，由于长期芯片短缺打击了其旗舰产品，苹果公司可能会将 2021 年 iPhone 13 的预计产量目标削减多达 1000 万部。</blockquote></p><p> The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because&nbsp;Broadcom Inc.&nbsp;and&nbsp;Texas Instruments Inc.&nbsp;are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p><p><blockquote>该公司原本预计在今年最后三个月生产 9000 万部新款 iPhone，但现在该公司告诉制造合作伙伴，由于博通公司和德州仪器公司正在努力交付足够的零部件，总产量将会降低。</blockquote></p><p> The technology giant is one of the world’s&nbsp;largest&nbsp;chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have&nbsp;warned&nbsp;that demand will continue to outpace supply throughout next year and potentially beyond.</p><p><blockquote>这家科技巨头是全球最大的芯片买家之一，为电子供应链设定了年度节奏。但即使拥有强大的购买力，苹果也在努力应对给世界各地工业造成严重破坏的供应中断。主要芯片制造商警告称，明年乃至以后，需求将继续超过供应。</blockquote></p><p> Apple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.</p><p><blockquote>苹果从德州仪器获得显示零件，而博通是其无线组件的长期供应商。最新款iPhone的一个短缺的TI芯片与有机发光二极管显示屏的供电有关。苹果还面临着其他供应商的零部件短缺。</blockquote></p><p> Apple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.</p><p><blockquote>苹果和德州仪器的代表拒绝置评。博通没有回应置评请求。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a08c5763a83cf33b076814728233fce2\" tg-width=\"973\" tg-height=\"555\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.</p><p><blockquote>彭博社报道这一消息后，苹果股价在尾盘交易中下跌 1.6%，至 139.27 美元。截至周二收盘，该股今年以来已上涨 6.6%。博通和德州仪器在盘后交易中也下跌。</blockquote></p><p> The shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.</p><p><blockquote>短缺已经影响了苹果向客户提供新车型的能力。iPhone 13 Pro 和 iPhone 13 Pro Max 已于 9 月份开始销售，但苹果网站上的订单大约一个月后才能发货。新设备被列为 “目前无法在该公司的几家零售店提货 ”。苹果的承运商合作伙伴也遇到了类似的发货延误。</blockquote></p><p> Current orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p><p><blockquote>目前的订单定于11月中旬左右发货，因此苹果仍然可以在关键的假日季节及时向消费者交付新的iPhone。年终季度预计将是苹果迄今为止最大的销售闪电战，将产生约 1200 亿美元的收入。这将比去年同期增长约 7%，比苹果十年前一整年的收入还要多。</blockquote></p><p> Apple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p><p><blockquote>苹果的困境表明，即使是科技界的王者也无法幸免于大流行病加剧的全球短缺。除了面临iPhone供应紧张之外，该公司还在努力生产足够的苹果手表系列7和其他产品。</blockquote></p><p> Earlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.</p><p><blockquote>今年早些时候，苹果警告称，在截至 9 月份的季度，它将面临 iPhone 和 iPad 的供应限制。这家总部位于加利福尼亚州库比蒂诺的公司列举了当时全球芯片短缺的问题。这段时间包括大约一周半的 iPhone 13 收入。</blockquote></p><p> Broadcom doesn’t have major factories of its own and relies on contract chipmakers like&nbsp;Taiwan Semiconductor Manufacturing Co.&nbsp;to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.</p><p><blockquote>博通没有自己的大型工厂，依靠台积电公司等合同芯片制造商生产产品。德州仪器内部制造一些芯片，但也依赖外部制造。这意味着他们将成为确保台积电和其他代工厂产能的日益艰巨的战斗的一部分。苹果本身就是台积电的客户，事实上，它是该公司最大的客户。苹果使用该制造商生产 A 系列处理器，但目前似乎没有短缺的威胁。</blockquote></p><p> There are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to&nbsp;an average of 21.7 weeks&nbsp;in September, according to Susquehanna Financial Group.</p><p><blockquote>有迹象表明芯片短缺正在恶化。萨斯奎哈纳金融集团 (Susquehanna Financial Group) 的数据显示，该行业的交货时间（下半导体订单和交货之间的差距）在 9 月份连续第九个月上升，平均为 21.7 周。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126064042","content_text":"Apple shares fell nearly 1% in premarket trading afte Apple set to cut iPhone production goals due to chip crunch.\n\nApple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.\nThe company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.\nThe technology giant is one of the world’s largest chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have warned that demand will continue to outpace supply throughout next year and potentially beyond.\nApple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.\nApple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.\n\nApple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.\nThe shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.\nCurrent orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.\nApple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.\nEarlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.\nBroadcom doesn’t have major factories of its own and relies on contract chipmakers like Taiwan Semiconductor Manufacturing Co. to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.\nThere are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to an average of 21.7 weeks in September, according to Susquehanna Financial Group.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852655452,"gmtCreate":1635264325829,"gmtModify":1635264423810,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852655452","repostId":"1100809149","repostType":4,"repost":{"id":"1100809149","kind":"news","pubTimestamp":1635261612,"share":"https://www.laohunote.com/m/news/1100809149?lang=zh_CN&edition=full","pubTime":"2021-10-26 23:20","market":"us","language":"en","title":"Boeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100809149","media":"Investopedia","summary":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.\nCommercial airplan","content":"<p>KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul>  <li>Analysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.</li>  <li>Commercial airplane deliveries are expected to increase sharply YOY.</li>  <li>Revenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.</li> </ul> Boeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123</p><p><blockquote><ul><li>分析师预计 2020 财年第三季度调整后每股收益为 -0.15 美元，而 -1.39 美元。</li><li>商用飞机交付量预计将同比大幅增长。</li><li>在连续九个季度同比下降后，收入预计将连续第二个季度增长。</li></ul>随着乘客对 COVID-19 大流行的担忧开始缓解，旅游业反弹，波音公司 (BA) 对商用飞机的需求激增。第二季度，随着收入大幅增长，该公司在连续六个季度亏损后实现盈利。尽管如此，波音公司在疫情之外仍面临着持续的问题。该公司的787 Max喷气式飞机一直存在质量问题。10月中旬，由于钛合金部件发现新缺陷，787梦想客机的生产和交付被推迟。</blockquote></p><p> Investors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5</p><p><blockquote>投资者将在 10 月 27 日开盘前公布 2021 财年第三季度收益时关注波音公司如何克服这些问题，以确保其持续复苏。4 分析师预计，第三季度波音公司将报告调整后每股亏损大幅收窄与去年同期相比。收入预计将同比 (YOY) 实现健康增长，但低于 2021 财年第二季度1.5</blockquote></p><p> Investors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5</p><p><blockquote>投资者还将关注波音公司的商用飞机交付量，这是衡量该公司主要产品之一需求水平的关键指标。分析师预计，与去年同期相比，交付量将大幅上升，但远低于该公司最近 2017 财年和 2018 财年的高峰季度8.5</blockquote></p><p> Boeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&amp;P 500.</p><p><blockquote>波音股票波动剧烈，去年表现逊于大盘。2020 年 11 月，该股在 12 月初大幅上涨，然后在 2021 年 1 月下旬下跌。至此，波音股票再次攀升至3月份的高点。此后，股价逐渐下滑，一路上零星小幅上涨。波音股票的1年追踪总回报率为26.0%，落后于标普500 31.6%的总回报率。</blockquote></p><p> Boeing Earnings History</p><p><blockquote>波音盈利历史</blockquote></p><p> Boeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5</p><p><blockquote>波音公司多年来一直难以报告正调整后每股收益 (EPS)。在过去的 10 个季度中，波音公司仅报告了三个时期的调整后每股收益为正，其中两个是在大流行之前。最大的亏损发生在 2020 财年第四季度，当时波音公司报告并调整后每股亏损 15.25 美元。此后，波音公司的业绩有了很大改善。其亏损在 2021 财年第一季度大幅收窄，随后在 2021 财年第二季度实现了七个季度以来的首次正调整后每股收益。分析师预计波音第三季度每股亏损 0.15 美元，这将是两年多来报告的最小亏损。5</blockquote></p><p> Boeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.</p><p><blockquote>波音的营收表现同样糟糕。从 2019 财年第一季度到 2021 财年第一季度，该公司连续九个季度收入同比下降。2021财年第二季度是自2018财年以来收入首次同比改善。该季度收入增长 44.0%。现在，分析师预计收入将再增长一个季度，但增速较慢，为 21.5%。尽管取得了这一进展，但波音预计第三季度收入仅为 2018 财年第三季度的三分之二左右。</blockquote></p><p> Boeing Key Stats</p><p><blockquote>波音关键统计数据</blockquote></p><p> <table>  <tbody>   <tr>    <td></td>    <td>Estimate for Q3 FY 2021</td>    <td>Q3 FY 2020</td>    <td>Q3 FY 2019</td>   </tr>   <tr>    <td>Adjusted Earnings Per Share</td>    <td>-$0.15</td>    <td>-$1.39</td>    <td>$1.45</td>   </tr>   <tr>    <td>Revenue (B)</td>    <td>$17.2</td>    <td>$14.1</td>    <td>$20.0</td>   </tr>   <tr>    <td>Commercial Airplane Deliveries</td>    <td>96</td>    <td>28</td>    <td>62</td>   </tr>  </tbody> </table> The Key Metric</p><p><blockquote><table><tbody><tr><td></td><td>2021 财年第三季度预测</td><td>2020财年第三季度</td><td>2019财年第三季度</td></tr><tr><td>调整后每股盈利</td><td>-$0.15</td><td>-$1.39</td><td>$1.45</td></tr><tr><td>收入(B)</td><td>$17.2</td><td>$14.1</td><td>$20.0</td></tr><tr><td>商用飞机交付</td><td>96</td><td>28</td><td>62</td></tr></tbody></table>关键指标</blockquote></p><p> As mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3</p><p><blockquote>如上所述，波音商用飞机交付量也是投资者关注的关键指标。波音公司生产商用和军用飞机。对前一种类型的需求对经济状况更加敏感，而对后一种类型的需求取决于政府关于其军事计划的政策决定。随着美国疫情的威胁有所缓解，随着旅行需求的增长，商业飞机交付量开始上升。但近年来，由于波音公司 787 Max 喷气式飞机长期停飞，以及最近 787 Dreamliner 的零部件缺陷，生产和交付都放缓了。3</blockquote></p><p> These quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.</p><p><blockquote>这些质量问题阻碍了波音商用飞机交付量从疫情恢复的速度。该公司在2020财年第二季度交付了20架商用飞机，比2019财年第二季度下降了77.8%，比2018财年第二季度交付的194架商用飞机下降了近90%。自该低点以来，商用飞机交付量每个季度都有所改善，2021 财年第二季度交付量达到 79 架次。分析师预测这一趋势将持续下去，2021 财年第三季度将交付 96 架商用飞机。这将是去年同期交付的商用飞机数量的三倍多。</blockquote></p><p> <table></table></p><p><blockquote><table></table></blockquote></p><p></p>","source":"lsy1606203311635","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>Boeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing Earnings: What to Look for from BA<blockquote>波音盈利：从英国航空公司寻找什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investopedia</strong><span class=\"h-time small\">2021-10-26 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p>KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul>  <li>Analysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.</li>  <li>Commercial airplane deliveries are expected to increase sharply YOY.</li>  <li>Revenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.</li> </ul> Boeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123</p><p><blockquote><ul><li>分析师预计 2020 财年第三季度调整后每股收益为 -0.15 美元，而 -1.39 美元。</li><li>商用飞机交付量预计将同比大幅增长。</li><li>在连续九个季度同比下降后，收入预计将连续第二个季度增长。</li></ul>随着乘客对 COVID-19 大流行的担忧开始缓解，旅游业反弹，波音公司 (BA) 对商用飞机的需求激增。第二季度，随着收入大幅增长，该公司在连续六个季度亏损后实现盈利。尽管如此，波音公司在疫情之外仍面临着持续的问题。该公司的787 Max喷气式飞机一直存在质量问题。10月中旬，由于钛合金部件发现新缺陷，787梦想客机的生产和交付被推迟。</blockquote></p><p> Investors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5</p><p><blockquote>投资者将在 10 月 27 日开盘前公布 2021 财年第三季度收益时关注波音公司如何克服这些问题，以确保其持续复苏。4 分析师预计，第三季度波音公司将报告调整后每股亏损大幅收窄与去年同期相比。收入预计将同比 (YOY) 实现健康增长，但低于 2021 财年第二季度1.5</blockquote></p><p> Investors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5</p><p><blockquote>投资者还将关注波音公司的商用飞机交付量，这是衡量该公司主要产品之一需求水平的关键指标。分析师预计，与去年同期相比，交付量将大幅上升，但远低于该公司最近 2017 财年和 2018 财年的高峰季度8.5</blockquote></p><p> Boeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&amp;P 500.</p><p><blockquote>波音股票波动剧烈，去年表现逊于大盘。2020 年 11 月，该股在 12 月初大幅上涨，然后在 2021 年 1 月下旬下跌。至此，波音股票再次攀升至3月份的高点。此后，股价逐渐下滑，一路上零星小幅上涨。波音股票的1年追踪总回报率为26.0%，落后于标普500 31.6%的总回报率。</blockquote></p><p> Boeing Earnings History</p><p><blockquote>波音盈利历史</blockquote></p><p> Boeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5</p><p><blockquote>波音公司多年来一直难以报告正调整后每股收益 (EPS)。在过去的 10 个季度中，波音公司仅报告了三个时期的调整后每股收益为正，其中两个是在大流行之前。最大的亏损发生在 2020 财年第四季度，当时波音公司报告并调整后每股亏损 15.25 美元。此后，波音公司的业绩有了很大改善。其亏损在 2021 财年第一季度大幅收窄，随后在 2021 财年第二季度实现了七个季度以来的首次正调整后每股收益。分析师预计波音第三季度每股亏损 0.15 美元，这将是两年多来报告的最小亏损。5</blockquote></p><p> Boeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.</p><p><blockquote>波音的营收表现同样糟糕。从 2019 财年第一季度到 2021 财年第一季度，该公司连续九个季度收入同比下降。2021财年第二季度是自2018财年以来收入首次同比改善。该季度收入增长 44.0%。现在，分析师预计收入将再增长一个季度，但增速较慢，为 21.5%。尽管取得了这一进展，但波音预计第三季度收入仅为 2018 财年第三季度的三分之二左右。</blockquote></p><p> Boeing Key Stats</p><p><blockquote>波音关键统计数据</blockquote></p><p> <table>  <tbody>   <tr>    <td></td>    <td>Estimate for Q3 FY 2021</td>    <td>Q3 FY 2020</td>    <td>Q3 FY 2019</td>   </tr>   <tr>    <td>Adjusted Earnings Per Share</td>    <td>-$0.15</td>    <td>-$1.39</td>    <td>$1.45</td>   </tr>   <tr>    <td>Revenue (B)</td>    <td>$17.2</td>    <td>$14.1</td>    <td>$20.0</td>   </tr>   <tr>    <td>Commercial Airplane Deliveries</td>    <td>96</td>    <td>28</td>    <td>62</td>   </tr>  </tbody> </table> The Key Metric</p><p><blockquote><table><tbody><tr><td></td><td>2021 财年第三季度预测</td><td>2020财年第三季度</td><td>2019财年第三季度</td></tr><tr><td>调整后每股盈利</td><td>-$0.15</td><td>-$1.39</td><td>$1.45</td></tr><tr><td>收入(B)</td><td>$17.2</td><td>$14.1</td><td>$20.0</td></tr><tr><td>商用飞机交付</td><td>96</td><td>28</td><td>62</td></tr></tbody></table>关键指标</blockquote></p><p> As mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3</p><p><blockquote>如上所述，波音商用飞机交付量也是投资者关注的关键指标。波音公司生产商用和军用飞机。对前一种类型的需求对经济状况更加敏感，而对后一种类型的需求取决于政府关于其军事计划的政策决定。随着美国疫情的威胁有所缓解，随着旅行需求的增长，商业飞机交付量开始上升。但近年来，由于波音公司 787 Max 喷气式飞机长期停飞，以及最近 787 Dreamliner 的零部件缺陷，生产和交付都放缓了。3</blockquote></p><p> These quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.</p><p><blockquote>这些质量问题阻碍了波音商用飞机交付量从疫情恢复的速度。该公司在2020财年第二季度交付了20架商用飞机，比2019财年第二季度下降了77.8%，比2018财年第二季度交付的194架商用飞机下降了近90%。自该低点以来，商用飞机交付量每个季度都有所改善，2021 财年第二季度交付量达到 79 架次。分析师预测这一趋势将持续下去，2021 财年第三季度将交付 96 架商用飞机。这将是去年同期交付的商用飞机数量的三倍多。</blockquote></p><p> <table></table></p><p><blockquote><table></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investopedia.com/boeing-q3-fy2021-earnings-report-preview-5207000?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">Investopedia</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":{"BA":"波音"},"source_url":"https://www.investopedia.com/boeing-q3-fy2021-earnings-report-preview-5207000?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100809149","content_text":"KEY TAKEAWAYS\n\nAnalysts estimate adjusted EPS of -$0.15 vs. -$1.39 in Q3 FY 2020.\nCommercial airplane deliveries are expected to increase sharply YOY.\nRevenue is expected to rise for the second consecutive quarter after nine straight quarters of YOY declines.\n\nBoeing Co. (BA) has seen a surge in demand for commercial aircraft amid the rebound in travel as passengers' concerns begin to ease about the COVID-19 pandemic. During the second quarter, the company made a profit after six straight quarters of losses as revenue rose sharply. Despite this, Boeing faces ongoing problems beyond the pandemic. The company's 787 Max jet has had continuing quality problems. And in mid-October, production and deliveries of the 787 Dreamliner were delayed after a new defect was detected in a titanium part.123\nInvestors will look at how Boeing is overcoming these issues to ensure its continuing recovery when it reports earnings for Q3 FY 2021 before market open on Oct. 27.4In Q3, analysts expect Boeing to report a dramatic narrowing of adjusted losses per share compared to the same quarter a year earlier. Revenue is expected to show a healthy gain year-over-year (YOY), though slower than Q2 FY 2021.5\nInvestors will also focus on Boeing's commercial airplane deliveries, a key metric that measures the level of demand for one of the company's main products. Analysts estimate a sharp rise in deliveries compared to the year-ago quarter, though well below the company's recent peak quarters in FY 2017 and FY 2018.5\nBoeing stock has been highly volatile, underperforming the broader market in the last year. In November 2020, the stock staged a massive rally through early December, then declined through late January 2021. At this point, Boeing stock climbed once again to a high point in March. Since then, shares have gradually slipped downward, with sporadic modest upticks along the way. Boeing shares have provided a 1-year trailing total return of 26.0%, behind the total return of 31.6% for the S&P 500.\nBoeing Earnings History\nBoeing has struggled to report positive adjusted earnings per share (EPS) for years. In the past 10 quarters, Boeing has reported only three periods of positive adjusted EPS, two of those prior to pandemic. The widest loss was in Q4 FY 2020, when Boeing reported and adjusted loss of $15.25 a share. Boeing's performance has improved considerably since then. Its loss narrowed sharply in Q1 FY 2021, followed by its first positive adjusted EPS in seven quarters in Q2 FY 2021. For Q3, analysts expect Boeing to report a loss of $0.15 per share, which would be the smallest reported loss in more than two years.5\nBoeing's revenue performance has been equally poor. The company posted nine consecutive quarters of YOY revenue declines, from Q1 FY 2019 through Q1 FY 2021. Q2 FY 2021 was the first YOY improvement in revenue since FY 2018. Revenue jumped 44.0% for that quarter. Now, analysts expect another quarter of YOY revenue growth, but at a slower pace of 21.5%. Despite that progress, Boeing's estimated Q3 revenue would be only about two-thirds what it was in Q3 FY 2018.\nBoeing Key Stats\n\n\n\n\nEstimate for Q3 FY 2021\nQ3 FY 2020\nQ3 FY 2019\n\n\nAdjusted Earnings Per Share\n-$0.15\n-$1.39\n$1.45\n\n\nRevenue (B)\n$17.2\n$14.1\n$20.0\n\n\nCommercial Airplane Deliveries\n96\n28\n62\n\n\n\nThe Key Metric\nAs mentioned above, Boeing's commercial airplane deliveries are also a key metric watched by investors. Boeing manufactures both commercial and military aircraft. Demand for the former type is much more sensitive to economic conditions whereas demand for the latter depends on government policy decisions regarding its military program. Commercial airplane deliveries have begun to rise amid rising travel demand as the threat from the pandemic has eased in the U.S. But production and deliveries have been slowed in recent years by the lengthy grounding of Boeing's 787 Max jets, and most recently, by parts defects in 787 Dreamliner.3\nThese quality issues have hampered the speed with which Boeing's commercial airplane deliveries recovered from the pandemic. The company dropped to a low of just 20 commercial airplanes delivered in Q2 FY 2020, down 77.8% from Q2 FY 2019 and down nearly 90% from 194 commercial airplanes delivered in Q2 FY 2018. Since that low point, commercial airplane deliveries have improved each quarter sequentially, up to 79 deliveries for Q2 FY 2021. Analysts forecast that this trend will continue, with 96 commercial airplanes delivered for Q3 FY 2021. This would be more than triple the number of commercial aircraft delivered in the prior-year quarter.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":4188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826017144,"gmtCreate":1633958495016,"gmtModify":1633958495016,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826017144","repostId":"1108627633","repostType":4,"isVote":1,"tweetType":1,"viewCount":1901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853964440,"gmtCreate":1634768194516,"gmtModify":1634768194630,"author":{"id":"3586310059437966","authorId":"3586310059437966","name":"Likethatgood","avatar":"https://static.tigerbbs.com/3835e5297855620f1d7805be7ea6b17c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586310059437966","idStr":"3586310059437966"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853964440","repostId":"1168031107","repostType":4,"isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}