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2021-08-13

For a long term investor: patience + time = profits [得意]

Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote>

2021-07-11

All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.

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2021-07-14

Market sentiment is crazy.. [开心]

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2021-07-20

The roller-coaster is going up. If you know what I mean [得意]

Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</blockquote>

2021-07-09

And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.

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2021-07-07

Maybe can take advantage on a short term investment.

Nvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote>

2021-07-22

Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming. [龇牙]

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2021-07-12

Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.

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2021-07-07

A long article but definitely worth the read.

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2021-06-25

I wonder when this bullish trend will end. [思考]

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a long term investor: patience + time = profits&nbsp;[得意]&nbsp;","listText":"For a long term investor: patience + time = profits&nbsp;[得意]&nbsp;","text":"For a long term investor: patience + time = profits [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/894196251","repostId":"1182304144","repostType":4,"repost":{"id":"1182304144","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":1628777611,"share":"https://www.laohu8.com/m/news/1182304144?lang=zh_CN&edition=full","pubTime":"2021-08-12 22:13","market":"us","language":"en","title":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182304144","media":"Tiger Newspress","summary":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong go","content":"<p>Palantir&nbsp;Technologies&nbsp;shares&nbsp;gain&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;raising sales forecast on strong government uptake.</p><p><blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/548ca8b78dadac26cb4d35346f52e7cb\" tg-width=\"894\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Palantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.</p><p><blockquote>Palantir Technologies Inc.预测其数据软件的销售额将在第三季度增长33%，反映出政府机构需求的增加以及更多公司开始签约。</blockquote></p><p> Revenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.</p><p><blockquote>这家总部位于丹佛的公司周四在一份声明中表示，截至9月份的收入约为3.85亿美元。这超出了该公司之前的预期以及彭博社编制的分析师平均预期。</blockquote></p><p> Palantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.</p><p><blockquote>Palantir一直在招募一系列企业盟友，目标是吸引新客户。今年，它与国际商业机器公司和富士通有限公司建立了合作伙伴关系，以转售其技术，并与亚马逊网络服务建立了支持该技术的合作伙伴关系。Palantir还扩大了自己的销售团队。</blockquote></p><p> The search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.</p><p><blockquote>上个月，搜索范围更广，包括小公司。Palantir开始通过按月订阅的方式向少数与前员工有联系的初创公司销售其软件。该公司还投资了十几家初创公司，并与它们签约成为客户，这标志着其之前只追求大宗交易的做法发生了逆转。</blockquote></p><p> “We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”</p><p><blockquote>业务发展主管Kevin Kawasaki周四在与分析师举行的电话会议上表示：“我们一直投资公司。现在我们可以通过资产负债表来做到这一点。”“这是一个长期战略。”</blockquote></p><p> The shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.</p><p><blockquote>战略的转变是有代价的。第二季度每股亏损7美分。股票薪酬占很大一部分。</blockquote></p><p> Sales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.</p><p><blockquote>本季度的销售业绩令人鼓舞。Palantir公布截至6月份的收入为3.76亿美元，同比增长49%。</blockquote></p><p> Many government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.</p><p><blockquote>自去年以来，许多政府机构纷纷涌向Palantir，帮助他们分析Covid-19大流行。该公司表示，第二季度政府销售额保持健康，增长率为66%。第一季度为83%。</blockquote></p><p> The U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.</p><p><blockquote>美国国家核安全局、美国海岸警卫队、联邦航空管理局和美国疾病控制与预防中心都在第二季度签署了协议。“政府业务着火了，”首席运营官希亚姆·桑卡尔(Shyam Sankar)表示。</blockquote></p><p> Corporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.</p><p><blockquote>企业客户在Palantir收入中所占的比例较小，但在这方面的新努力似乎正在得到回报。第二季度美国商业部门的销售额增长了90%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</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\">2021-08-12 22:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Palantir&nbsp;Technologies&nbsp;shares&nbsp;gain&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;raising sales forecast on strong government uptake.</p><p><blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/548ca8b78dadac26cb4d35346f52e7cb\" tg-width=\"894\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Palantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.</p><p><blockquote>Palantir Technologies Inc.预测其数据软件的销售额将在第三季度增长33%，反映出政府机构需求的增加以及更多公司开始签约。</blockquote></p><p> Revenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.</p><p><blockquote>这家总部位于丹佛的公司周四在一份声明中表示，截至9月份的收入约为3.85亿美元。这超出了该公司之前的预期以及彭博社编制的分析师平均预期。</blockquote></p><p> Palantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.</p><p><blockquote>Palantir一直在招募一系列企业盟友，目标是吸引新客户。今年，它与国际商业机器公司和富士通有限公司建立了合作伙伴关系，以转售其技术，并与亚马逊网络服务建立了支持该技术的合作伙伴关系。Palantir还扩大了自己的销售团队。</blockquote></p><p> The search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.</p><p><blockquote>上个月，搜索范围更广，包括小公司。Palantir开始通过按月订阅的方式向少数与前员工有联系的初创公司销售其软件。该公司还投资了十几家初创公司，并与它们签约成为客户，这标志着其之前只追求大宗交易的做法发生了逆转。</blockquote></p><p> “We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”</p><p><blockquote>业务发展主管Kevin Kawasaki周四在与分析师举行的电话会议上表示：“我们一直投资公司。现在我们可以通过资产负债表来做到这一点。”“这是一个长期战略。”</blockquote></p><p> The shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.</p><p><blockquote>战略的转变是有代价的。第二季度每股亏损7美分。股票薪酬占很大一部分。</blockquote></p><p> Sales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.</p><p><blockquote>本季度的销售业绩令人鼓舞。Palantir公布截至6月份的收入为3.76亿美元，同比增长49%。</blockquote></p><p> Many government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.</p><p><blockquote>自去年以来，许多政府机构纷纷涌向Palantir，帮助他们分析Covid-19大流行。该公司表示，第二季度政府销售额保持健康，增长率为66%。第一季度为83%。</blockquote></p><p> The U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.</p><p><blockquote>美国国家核安全局、美国海岸警卫队、联邦航空管理局和美国疾病控制与预防中心都在第二季度签署了协议。“政府业务着火了，”首席运营官希亚姆·桑卡尔(Shyam Sankar)表示。</blockquote></p><p> Corporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.</p><p><blockquote>企业客户在Palantir收入中所占的比例较小，但在这方面的新努力似乎正在得到回报。第二季度美国商业部门的销售额增长了90%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182304144","content_text":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.\nPalantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.\nRevenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.\nPalantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.\nThe search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.\n“We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”\nThe shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.\nSales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.\nMany government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.\nThe U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.\nCorporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800938296,"gmtCreate":1627270446315,"gmtModify":1631888395789,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"This is exciting&nbsp;[财迷]&nbsp;","listText":"This is exciting&nbsp;[财迷]&nbsp;","text":"This is exciting [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800938296","repostId":"1118041582","repostType":4,"repost":{"id":"1118041582","kind":"news","pubTimestamp":1627175995,"share":"https://www.laohu8.com/m/news/1118041582?lang=zh_CN&edition=full","pubTime":"2021-07-25 09:19","market":"us","language":"en","title":"US IPO Week Ahead: 17 IPOs are coming<blockquote>未来一周美国IPO：17家IPO即将上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118041582","media":"Renaissance Capital","summary":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs schedul","content":"<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>在又一周创纪录的活动之后，IPO市场预计将保持火热，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>(HOOD)计划以368亿美元的市值筹集22亿美元。该公司提供无佣金零售经纪平台，月活跃用户数超过1800万。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能难以为继。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>Clarios International</b>(BTRY)计划以97亿美元的市值筹集17亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一的市场地位。在息税前利润的基础上，Clarios的收入增长在2020财年因新冠疫情而转为负值后，在2021财年上半年加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>Teads</b>(TEAD)计划以46亿美元的市值筹集7.51亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads盈利稳健增长，为约3,100家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>动力学校控股</b>(PWSC)计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和评分作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>多尔</b>（都乐）计划以20亿美元的市值筹集5.59亿美元。这家领先的水果和蔬菜公司向全球80多个国家提供来自30多个国家的300多种产品。都乐增长缓慢且盈利，其产品是与Total Product合并时推出的。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL)计划以41亿美元的市值筹集4.6亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于与新冠疫情相关的需求增长，多邻国在2020年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>特雷格</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD)计划以31亿美元的市值筹集3.33亿美元。这家公司为企业提供电子商务欺诈保护。Riskified不断增长但尚未盈利，其自由现金流在2021年第一季度上转为正值。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线链接</b>(MLNK)计划以21亿美元的市值筹集3亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字借贷和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在2020财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO)计划以15亿美元的市值筹集2.7亿美元。该公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在2021年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC)计划以23亿美元的市值筹集2亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于各种领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>Icosavax</b>(ICVX)计划以5.9亿美元的市值筹集1.5亿美元。这一临床阶段的生物技术最初专注于利用其病毒样颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒病的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔治疗公司</b>(CADL)计划以3.98亿美元的市值筹集8500万美元。Candel最先进的候选药物目前正在与前药伐昔洛韦联合治疗新诊断的中度或高风险进展的局限性前列腺癌的3期试验中。该公司预计将在2024年完成2021年第三季度的招生并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉利比奥</b>(RLYB)计划以4.65亿美元的市值筹集8100万美元。这一临床阶段的生物技术正在开发罕见疾病的抗体疗法。其主导项目目前正在1/2期试验中评估治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>(OCEA)计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已直接或间接获得布朗大学、斯坦福大学和罗德岛医院的许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>IN8bio</b>(INAB)计划以2.15亿美元的市值筹集4400万美元。这家1期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管γ-δ T细胞有可能治疗实体瘤，但该公司还处于非常早期的阶段，并且仅为有限数量的患者提供了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>情境疗法</b>(CNTX)计划以9300万美元的市值筹集2000万美元。背景是开发女性癌症的治疗方法，如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正处于卵巢癌和子宫内膜癌的2期试验中，预计将于21年下半年和22年上半年获得初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数今年迄今下跌1.0%，而标普500上涨16.3%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌3.0%，而ACWX指数上涨8.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括EQT Partners和思摩尔国际。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: 17 IPOs are coming<blockquote>未来一周美国IPO：17家IPO即将上市</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: 17 IPOs are coming<blockquote>未来一周美国IPO：17家IPO即将上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-07-25 09:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>在又一周创纪录的活动之后，IPO市场预计将保持火热，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>(HOOD)计划以368亿美元的市值筹集22亿美元。该公司提供无佣金零售经纪平台，月活跃用户数超过1800万。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能难以为继。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>Clarios International</b>(BTRY)计划以97亿美元的市值筹集17亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一的市场地位。在息税前利润的基础上，Clarios的收入增长在2020财年因新冠疫情而转为负值后，在2021财年上半年加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>Teads</b>(TEAD)计划以46亿美元的市值筹集7.51亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads盈利稳健增长，为约3,100家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>动力学校控股</b>(PWSC)计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和评分作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>多尔</b>（都乐）计划以20亿美元的市值筹集5.59亿美元。这家领先的水果和蔬菜公司向全球80多个国家提供来自30多个国家的300多种产品。都乐增长缓慢且盈利，其产品是与Total Product合并时推出的。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL)计划以41亿美元的市值筹集4.6亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于与新冠疫情相关的需求增长，多邻国在2020年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>特雷格</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD)计划以31亿美元的市值筹集3.33亿美元。这家公司为企业提供电子商务欺诈保护。Riskified不断增长但尚未盈利，其自由现金流在2021年第一季度上转为正值。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线链接</b>(MLNK)计划以21亿美元的市值筹集3亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字借贷和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在2020财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO)计划以15亿美元的市值筹集2.7亿美元。该公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在2021年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC)计划以23亿美元的市值筹集2亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于各种领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>Icosavax</b>(ICVX)计划以5.9亿美元的市值筹集1.5亿美元。这一临床阶段的生物技术最初专注于利用其病毒样颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒病的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔治疗公司</b>(CADL)计划以3.98亿美元的市值筹集8500万美元。Candel最先进的候选药物目前正在与前药伐昔洛韦联合治疗新诊断的中度或高风险进展的局限性前列腺癌的3期试验中。该公司预计将在2024年完成2021年第三季度的招生并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉利比奥</b>(RLYB)计划以4.65亿美元的市值筹集8100万美元。这一临床阶段的生物技术正在开发罕见疾病的抗体疗法。其主导项目目前正在1/2期试验中评估治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>(OCEA)计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已直接或间接获得布朗大学、斯坦福大学和罗德岛医院的许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>IN8bio</b>(INAB)计划以2.15亿美元的市值筹集4400万美元。这家1期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管γ-δ T细胞有可能治疗实体瘤，但该公司还处于非常早期的阶段，并且仅为有限数量的患者提供了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>情境疗法</b>(CNTX)计划以9300万美元的市值筹集2000万美元。背景是开发女性癌症的治疗方法，如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正处于卵巢癌和子宫内膜癌的2期试验中，预计将于21年下半年和22年上半年获得初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数今年迄今下跌1.0%，而标普500上涨16.3%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌3.0%，而ACWX指数上涨8.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括EQT Partners和思摩尔国际。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week\">Renaissance Capital</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":{"COOK":"Traeger Inc. (TGPX Holdings I LLC)","HOOD":"Robinhood","PWSC":"PowerSchool Holdings, Inc.","RLYB":"Rallybio Corp.","CADLF":"CADELER AS","DOLE":"都乐食品","TEAD":"Teads Holding","MLNK":"MeridianLink, Inc. (ex-Project Angel Parent, LLC)","SNPO":"Snap One Holdings Corp.","INAB":"IN8bio, Inc.",".DJI":"道琼斯","FEOVF":"Oceanic Iron Ore Corp.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","DUOL":"多邻国","ICVX":"Icosavax, Inc.","RSKD":"Riskified Ltd.","CNTX":"Context Therapeutics Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118041582","content_text":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.\nVehicle battery maker Clarios International(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.\nAltice’s ad-tech platform Teads(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.\nEducation software provider PowerSchool Holdings(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.\nAfter withdrawing its IPO attempt in 2018,Dole(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.\nLanguage learning platform Duolingo(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.\nTraeger(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.\nIsraeli anti-fraud firm Riskified(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.\nFinancial software provider MeridianLink(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.\nSmart home integration system Snap One Holdings(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.\nSpecialty funding solutions provider Preston Hollow Community Capital(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.\nVaccine biotech Icosavax(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.\nCancer biotech Candel Therapeutics(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.\nRare disease biotech Rallybio(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.\nOcean Biomedical(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.\nAfter postponing in November 2020,IN8bio(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.\nFemale cancer biotech Context Therapeutics(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.","news_type":1,"symbols_score_info":{"COOK":0.9,"FEOVF":0.9,"HOOD":0.9,"CNTX":0.9,"TEAD":0.9,"PHCC":0.9,".IXIC":0.9,"DUOL":0.9,"PWSC":0.9,".DJI":0.9,"RLYB":0.9,"BTRY":0.9,"MLNK":0.9,"RSKD":0.9,"CADLF":0.9,"DOLE":0.9,"ICVX":0.9,".SPX":0.9,"SNPO":0.9,"INAB":0.9}},"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177062921,"gmtCreate":1627170012663,"gmtModify":1631891064740,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"I love these kind of rivalry. May the best EV wins&nbsp;[龇牙]&nbsp;","listText":"I love these kind of rivalry. May the best EV wins&nbsp;[龇牙]&nbsp;","text":"I love these kind of rivalry. May the best EV wins [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177062921","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks<blockquote>蔚来股票会追随特斯拉的脚步吗？这两只电动汽车股票之间需要考虑什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-24 09:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>  <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>  <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p><p><blockquote><ul><li>让我们来看看今天的蔚来与特斯拉相比如何，蔚来的独特卖点，以及两家公司的相似之处。</li><li>蔚来是一个高增长的选择，相对于特斯拉的估值，它似乎并不太昂贵。</li><li>然而，蔚来并不是一只低风险股票，它可能并不是每个人的好选择。投资者还应该考虑蔚来与传统汽车公司的估值。</li></ul><p class=\"t-img-caption\"><span>ipopba/iStock来自Getty Images</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p><p><blockquote>蔚来公司（蔚来）是中国领先的电动汽车制造商之一，通过其有吸引力的品牌和独特的BaaS产品吸引了消费者和投资者的极大兴趣。然而，如今，该公司仍然比目前引领全球电动汽车市场的特斯拉（TSLA）小得多。蔚来目前专注于国内市场，当特斯拉还是一家较小的公司时也是如此，但蔚来也将试图在海外市场抢占市场份额。股价已经反映了很大的增长，但如果蔚来能够复制特斯拉的成功，这可能是非常合理的。</blockquote></p><p> <b>NIO And TSLA Stock Prices</b></p><p><blockquote><b>蔚来和特斯拉股价</b></blockquote></p><p> Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p><p><blockquote>2020年，两家公司都受益于人们对电动汽车日益增长的兴趣，这一趋势导致大多数纯电动汽车公司的股价迅速上涨。电动汽车市场份额不断增长、电动汽车购买补贴等宽松政策以及大规模货币刺激措施相结合，让蔚来和特斯拉的股价迅速上涨。蔚来去年上涨了245%，而特斯拉同期上涨了101%。然而，两家公司目前的交易价格均低于2021年初创下的历史高点，随后纯电动汽车的市场情绪在一定程度上降温。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p><p><blockquote>快速浏览一下分析师的目标价，我们发现特斯拉的交易价格几乎完全符合共识，而蔚来的交易价格比分析师目标低约30%。如果分析师界是正确的，那么蔚来是一项更好的投资，因为预计特斯拉的股价明年不会大幅上涨，而蔚来的股价较分析师目标价有显着上涨空间。</blockquote></p><p> <b>Is NIO Similar To Tesla?</b></p><p><blockquote><b>蔚来和特斯拉相似吗？</b></blockquote></p><p> The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p><p><blockquote>这个问题的答案取决于你关注的是什么。两家公司有相似之处，但也有不同之处。因此，人们可以说，在某些方面，两者是相似的，但在另一些方面，它们不是。让我们看几件事：</blockquote></p><p> <b>Business Model</b></p><p><blockquote><b>商业模式</b></blockquote></p><p> Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p><p><blockquote>两家公司都专注于电动汽车领域，尽管特斯拉多年来也在发展其他一些业务，例如储能。特斯拉的大部分收入来自销售电动汽车，这也是蔚来的运营方式。两家公司都专注于电动汽车的高端市场，销售价格较高的汽车，与宝马、梅赛德斯和雷克萨斯等品牌竞争。两家公司都提供少量不同的车辆，特斯拉是著名的S、X、3和Y，而蔚来则提供一款轿车(ET7)和三款SUV(EC6、ES6、ES8)。尽管蔚来如今是一家规模较小的公司，但两家公司的车型阵容并没有太大差异。</blockquote></p><p> Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p><p><blockquote>两家公司都向客户提供某种类型的充电基础设施，就特斯拉而言，这就是Supercharger网络，特斯拉车主可以根据安装的Supercharger版本为汽车充电高达250kW。蔚来正在采取不同的方法，为客户提供电池即服务解决方案。蔚来车主可以在蔚来的充电站将电池更换为充满电的电池，这一过程需要几分钟，因此与特斯拉和其他电动汽车厂商提供的常规电动汽车充电相比要快得多。因此，BaaS在充电/交换所需时间方面具有优势，但应该指出的是，与蔚来的电池交换站相比，特斯拉的超级充电站在世界各地更为常见。在其他市场推出该功能将需要大量资本支出，但与包括特斯拉在内的所有其他电动汽车厂商相比，蔚来的产品是一个独特的卖点。这最终是否会得到回报还有待观察，但随着电动汽车领域的竞争加剧，这可能成为蔚来的一大优势。</blockquote></p><p> <b>Size, growth, and valuation</b></p><p><blockquote><b>规模、增长和估值</b></blockquote></p><p></p><p> The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p><p><blockquote>这两家公司的规模差异很大，无论是在收入和汽车销量方面，还是在两家公司的市值方面。蔚来第二季度交付了22,000辆汽车，同比增长112%，年增长率约为90,000辆。与此同时，特斯拉在第二季度交付了201,000辆汽车，高于2020年第二季度的103,000辆汽车。这是一个强劲的同比增长，尽管略低于100%，因此低于蔚来目前的增长率。</blockquote></p><p> Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p><p><blockquote>与蔚来相比，特斯拉每季度交付的汽车数量约为9倍，当我们查看两家公司的市值时，我们发现这一比例几乎完全相同，因为特斯拉6400亿美元的市值约为9倍。蔚来的市值为720亿美元。在类似的增长率下，这是完全有道理的，但目前看来蔚来可能是更好的交易，因为它的估值相当，同时产生更好的增长。在未来几个季度尤其如此，预计特斯拉的增长将放缓：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p><p><blockquote>特斯拉的收入预计将从2021年的490亿美元增长到2023年的830亿美元，年增长率为30%。与此同时，蔚来的收入预计将在2021年至2023年间从54亿美元猛增至128亿美元，年增长率为54%。因此，相对而言，预计未来两年蔚来的增长速度将远远快于特斯拉。老实说，这并不奇怪，因为大数定律表明，对于一家规模越大的公司来说，保持大幅增长率就变得越来越困难，而特斯拉现在似乎已经达到了这一点——每年增加50%以上的收入将永远不可能。这甚至不一定是特斯拉的错，事实上，许多优质成长型公司都经历过同样的事情。但投资者仍应考虑这一重要事实——与我们过去看到的相比，特斯拉未来几年的增长将不那么令人兴奋，而蔚来等同行的增长速度更快。</blockquote></p><p> The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p><p><blockquote>当我们从长远来看时，情况也是如此。蔚来2025年的收入预期为226亿美元，比2023年的预期再增长80%，比分析师对2021年的预测增长320%。与此同时，特斯拉预计2025年的收入将达到1,225亿美元，这是一个很大的数字，但比2023年增长了48%，比2021年总共增长了150%。因此，在2021年至2025年间，蔚来的收入将增加4倍，而特斯拉的收入将在同一时期增加2.5倍——在其他条件相同的情况下，这是一个有意义的差异，应该允许蔚来获得溢价估值，就像特斯拉一样。与大众汽车（OTCPK：VWAGY）等传统企业相比，它值得获得溢价估值。</blockquote></p><p> Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p><p><blockquote>相对于两家公司目前的估值来看2025年的收入预期，我们发现蔚来的市盈率为2025年销售额的3.2倍，而特斯拉2025年的销售额倍数为5.2倍。因此，对于长期投资者来说，蔚来今天似乎更有价值，因为当我们展望未来时，它的销售倍数要低得多。然而，这并不一定意味着蔚来很便宜，因为与传统汽车公司的估值相比，即使2025年3.2倍的销售倍数也相对较高。然而，蔚来看起来比特斯拉便宜，尽管其股价绝对并不便宜。</blockquote></p><p> <b>Can NIO Be Worth As Much As Tesla?</b></p><p><blockquote><b>蔚来能和特斯拉一样值钱吗？</b></blockquote></p><p> The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p><p><blockquote>这个问题的答案取决于你所关注的时间框架。如今，蔚来的规模明显小于特斯拉，因此其市值也相应地小得多。还应该指出的是，不能保证特斯拉的股票是电动汽车公司应该如何估值的一个很好的例子——至少，它的股票今天有可能被严重高估，我个人也相信这一点（请注意，有些人会认为股票定价过低，这也是一种可能性，尽管我个人并不持有这种信念）。</blockquote></p><p></p><p> When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p><p><blockquote>当我们暂时假设特斯拉今天的估值是正确的，并且电动汽车公司每年销售约80万辆汽车时确实应该获得6000亿美元的市值时，那么蔚来最终也可能达到这一目标，尽管不是在近期。蔚来今年将销售约9万辆汽车，2025年这一数字将增长至约40万辆。如果蔚来的销量在此之后每年增长15%，那么到2030年（即9年后），它可能会售出约80万辆汽车。如果想要更快的增长，也可以在2030年之前跨越每年80万辆汽车的界限，例如2028年或2029年。如果我们现在确实选择2030年，那么按照与特斯拉类似的交付量与市值比率，蔚来到2030年的估值可能会超过6000亿美元。换句话说，如果我们假设当前的增长预测是现实的，并且类似特斯拉的估值是合适的，那么九年后蔚来的价值可能会与特斯拉（今天）一样高。当然，这是两个主要的如果，尤其是第二点，我认为还远未确定。我个人不会对特斯拉的估值压缩感到太惊讶，因此蔚来的市值在2030年可能远低于6000亿美元的水平，即使它继续大幅增长。蔚来的增长也有可能令人失望，目前的预测过于乐观，尽管我认为蔚来凭借其独特的BaaS模式和在国内市场特别受认可的强大品牌，处于良好的增长地位。</blockquote></p><p> It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p><p><blockquote>还应该指出的是，特斯拉2030年的市值可能与6000亿美元有很大不同，因此即使蔚来达到这一水平，也不能保证两家公司的市值会相似。到那时，特斯拉的估值可能会高得多，例如如果方舟模型是正确的（我个人认为不太可能）。为了回答上述问题，人们可以说，蔚来可能在8-10年内像特斯拉一样价值数千亿美元，但这根本不能保证。即使这种情况发生，到那时特斯拉的价值也可能会高得多。</blockquote></p><p> <b>Is NIO A Good Stock To Buy Or Sell Now?</b></p><p><blockquote><b>蔚来现在是买入或卖出的好股票吗？</b></blockquote></p><p> When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p><p><blockquote>当将蔚来视为一项投资时，它最终是否会变得像特斯拉一样庞大或估值很高并不重要。相反，投资者应该问自己，未来几年他们可以预期的总回报是多少，以及相对于蔚来商业模式的风险，这些预期回报是否足够高。关于这些风险，应该提到的事实是，该公司尚未盈利，这意味着蔚来依赖其资产负债表上的现金进行增长投资。最重要的是，电动汽车领域的竞争正在加剧，市场份额之争可能会在未来几年给利润率带来压力，尽管蔚来似乎由于其电池交换而处于相对有利的地位，我认为这是一个强大的USP。最后但并非最不重要的是，该公司对中国本土市场的依赖是一个应该牢记的潜在风险，尽管还应该指出的是，目前中国政府似乎对中国电动汽车公司非常包容。</blockquote></p><p> One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p><p><blockquote>有人可能会说，相对于传统汽车公司的估值，整个电动汽车行业的估值过高。与纯电动汽车相比，即使是大众汽车或福特等拥有有吸引力的电动汽车产品的传统企业，其交易也有巨大的折扣。但如果你想投资纯电动汽车，蔚来似乎是一个不错的选择。该公司结合了强大的品牌、独特的BaaS产品、高增长率，并且与电动汽车之王特斯拉的估值相比，股票交易价格有折扣。与其他纯电动汽车公司相比，蔚来2025年收入略高于3倍，似乎并不算太贵，当然，与传统公司相比，这仍然代表着溢价。如果蔚来能够表现良好并继续推出深受消费者欢迎的新车型，从长远来看，其股价可能具有巨大的上涨潜力。如果电动汽车股票成为不受欢迎的投资，蔚来股票也可能有相当大的下跌空间，然而，这并不是一个低风险的选择。根据您的风险承受能力，如果您想要高增长的纯电动汽车，蔚来仍然可能具有价值。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176719683,"gmtCreate":1626915589042,"gmtModify":1631891064766,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming.&nbsp;[龇牙]&nbsp;","listText":"Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming.&nbsp;[龇牙]&nbsp;","text":"Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming. [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176719683","repostId":"2153401126","repostType":4,"isVote":1,"tweetType":1,"viewCount":3425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171836778,"gmtCreate":1626734825394,"gmtModify":1631891064781,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"The roller-coaster is going up. If you know what I mean&nbsp;[得意]&nbsp;","listText":"The roller-coaster is going up. If you know what I mean&nbsp;[得意]&nbsp;","text":"The roller-coaster is going up. If you know what I mean [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171836778","repostId":"1158140412","repostType":4,"repost":{"id":"1158140412","kind":"news","pubTimestamp":1626706707,"share":"https://www.laohu8.com/m/news/1158140412?lang=zh_CN&edition=full","pubTime":"2021-07-19 22:58","market":"us","language":"en","title":"Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158140412","media":"The Wall Street Journal","summary":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor ","content":"<p>  Company’s shares are up nearly 80% over the past year.  The post-pandemic boom in the semiconductor business has powered&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> into the top 10 U.S. public companies, joining the likes of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. and <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co.</p><p><blockquote>该公司股价在过去一年上涨了近80%。大流行后半导体业务的繁荣推动了<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>跻身美国十大上市公司行列<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司。</blockquote></p><p> Shares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.</p><p><blockquote>这家总部位于加州圣克拉拉的公司的股价在过去一年中上涨了近80%，市值约为4530亿美元。这超过了竞争对手intelcorp.andbroadcominc.combined。</blockquote></p><p> Nvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.</p><p><blockquote>Nvidia生产为游戏和加密货币挖掘提供支持的处理器。芯片股上涨的部分原因是大流行引发的全球半导体短缺，推高了从笔记本电脑到汽车等各种商品的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2dfc657a7a2e2a9bbe106b6235acdf\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/37536c1394d6d2abff0e5bf16fac38f7\" tg-width=\"743\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> One reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.</p><p><blockquote>分析师表示，英伟达表现出色的原因之一是其芯片的并行计算能力使其在人工智能性能和挖掘加密货币方面优于竞争对手。英伟达的图形处理器用于挖掘以太币，即使在最近的调整之后，加密货币的价值今年仍在飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7b124d7af03a69e8f3ff5c70dee93ee\" tg-width=\"755\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> That surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.</p><p><blockquote>这种激增加剧了游戏芯片的短缺。英伟达计划销售针对加密市场的卡，并采用技术调整来降低游戏处理器对矿工的用处。分析师还预计，英伟达将从使用其芯片导航交通或跟踪在线行为的科技和自动驾驶汽车公司那里获得提振。</blockquote></p><p> “The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava表示：“该公司是并行计算最大、最好的供应商。”“很难与之竞争。”</blockquote></p><p> While Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.</p><p><blockquote>分析师表示，虽然英伟达在数据中心行业占据优势，但竞争对手正在迎头赶上。最近加密货币的下滑也可能刺激矿商在二级市场上抛售芯片，就像2018年以太币收入下滑时所发生的那样。</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>Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</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\">\nNvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-19 22:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Company’s shares are up nearly 80% over the past year.  The post-pandemic boom in the semiconductor business has powered&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> into the top 10 U.S. public companies, joining the likes of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. and <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co.</p><p><blockquote>该公司股价在过去一年上涨了近80%。大流行后半导体业务的繁荣推动了<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>跻身美国十大上市公司行列<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司。</blockquote></p><p> Shares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.</p><p><blockquote>这家总部位于加州圣克拉拉的公司的股价在过去一年中上涨了近80%，市值约为4530亿美元。这超过了竞争对手intelcorp.andbroadcominc.combined。</blockquote></p><p> Nvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.</p><p><blockquote>Nvidia生产为游戏和加密货币挖掘提供支持的处理器。芯片股上涨的部分原因是大流行引发的全球半导体短缺，推高了从笔记本电脑到汽车等各种商品的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2dfc657a7a2e2a9bbe106b6235acdf\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/37536c1394d6d2abff0e5bf16fac38f7\" tg-width=\"743\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> One reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.</p><p><blockquote>分析师表示，英伟达表现出色的原因之一是其芯片的并行计算能力使其在人工智能性能和挖掘加密货币方面优于竞争对手。英伟达的图形处理器用于挖掘以太币，即使在最近的调整之后，加密货币的价值今年仍在飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7b124d7af03a69e8f3ff5c70dee93ee\" tg-width=\"755\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> That surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.</p><p><blockquote>这种激增加剧了游戏芯片的短缺。英伟达计划销售针对加密市场的卡，并采用技术调整来降低游戏处理器对矿工的用处。分析师还预计，英伟达将从使用其芯片导航交通或跟踪在线行为的科技和自动驾驶汽车公司那里获得提振。</blockquote></p><p> “The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava表示：“该公司是并行计算最大、最好的供应商。”“很难与之竞争。”</blockquote></p><p> While Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.</p><p><blockquote>分析师表示，虽然英伟达在数据中心行业占据优势，但竞争对手正在迎头赶上。最近加密货币的下滑也可能刺激矿商在二级市场上抛售芯片，就像2018年以太币收入下滑时所发生的那样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11\">The Wall Street Journal</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":{"NVDA":"英伟达"},"source_url":"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158140412","content_text":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor business has powered NVIDIA Corp into the top 10 U.S. public companies, joining the likes of Apple Inc. and JPMorgan Chase & Co.\nShares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.\nNvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.\n\n\nOne reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.\n\nThat surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.\n“The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”\nWhile Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173167729,"gmtCreate":1626648268261,"gmtModify":1631891064791,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"What??? Seriously?&nbsp;[笑哭]&nbsp;","listText":"What??? Seriously?&nbsp;[笑哭]&nbsp;","text":"What??? Seriously? [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173167729","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":4380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173167019,"gmtCreate":1626648202031,"gmtModify":1631891064806,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"What is the point?&nbsp;[无语]&nbsp;","listText":"What is the point?&nbsp;[无语]&nbsp;","text":"What is the point? [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173167019","repostId":"1123523681","repostType":4,"isVote":1,"tweetType":1,"viewCount":3866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173165786,"gmtCreate":1626648063445,"gmtModify":1631891064818,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"New players are coming in..&nbsp;[龇牙]&nbsp;","listText":"New players are coming in..&nbsp;[龇牙]&nbsp;","text":"New players are coming in.. [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173165786","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":4244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179391749,"gmtCreate":1626485076681,"gmtModify":1631891064832,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"After reading this article, my worries&nbsp;have lessen a bit.. Haha..&nbsp;","listText":"After reading this article, my worries&nbsp;have lessen a bit.. Haha..&nbsp;","text":"After reading this article, my worries have lessen a bit.. Haha..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179391749","repostId":"1171115394","repostType":4,"isVote":1,"tweetType":1,"viewCount":2621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147784069,"gmtCreate":1626391810351,"gmtModify":1631891064843,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Now, this is a good analysis. Driven straight from the stats.&nbsp;","listText":"Now, this is a good analysis. Driven straight from the stats.&nbsp;","text":"Now, this is a good analysis. Driven straight from the stats.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147784069","repostId":"1155093230","repostType":4,"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144728421,"gmtCreate":1626315455763,"gmtModify":1631893321481,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Ahh.. All these dramas..&nbsp;[无语]&nbsp;","listText":"Ahh.. All these dramas..&nbsp;[无语]&nbsp;","text":"Ahh.. All these dramas.. [无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144728421","repostId":"2151548988","repostType":4,"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145201011,"gmtCreate":1626223873233,"gmtModify":1631893321494,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Market sentiment is crazy..&nbsp;[开心]&nbsp;","listText":"Market sentiment is crazy..&nbsp;[开心]&nbsp;","text":"Market sentiment is crazy.. [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145201011","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146953852,"gmtCreate":1626050793576,"gmtModify":1631893321506,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","listText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","text":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/146953852","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148821843,"gmtCreate":1625968178582,"gmtModify":1631893321518,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","listText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","text":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/148821843","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141659569,"gmtCreate":1625870499051,"gmtModify":1631884403994,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","listText":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","text":"Nio have to establish its Battery as a Service fast to gain more users, which later will generate customer loyalty due to switching cost.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141659569","repostId":"2150434370","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143149856,"gmtCreate":1625784850775,"gmtModify":1631893321531,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","listText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","text":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143149856","repostId":"1190124335","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149048143,"gmtCreate":1625698228882,"gmtModify":1631893321544,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"An Apple a day keeps the doctors away.&nbsp;[开心]&nbsp;","listText":"An Apple a day keeps the doctors away.&nbsp;[开心]&nbsp;","text":"An Apple a day keeps the doctors away. [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/149048143","repostId":"1101799762","repostType":4,"repost":{"id":"1101799762","kind":"news","pubTimestamp":1625665650,"share":"https://www.laohu8.com/m/news/1101799762?lang=zh_CN&edition=full","pubTime":"2021-07-07 21:47","market":"us","language":"en","title":"Apple Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat<blockquote>苹果股价因三星盈利预测和国债收益率回落而上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101799762","media":"Thestreet","summary":"Apple Inc. (AAPL)  shares moved higher Wednesday, and open within touching distance of the stock's J","content":"<p>Apple Inc.&nbsp;(<b>AAPL</b>) &nbsp;shares moved higher Wednesday, and&nbsp;open within touching distance of the stock's January all-time peak, following a pullback in Treasury bond yields and a bullish profit outlook at rival Samsung.</p><p><blockquote>苹果公司（<b>AAPL</b>）由于美国国债收益率回落以及竞争对手三星的利润前景看涨，该股周三走高，开盘接近该股一月份的历史峰值。</blockquote></p><p> South Korea-based Samsung, the world's biggest chipmaker, said June quarter profits are likely to rise by 53% from last year to 12.5 trillion won ($11 billion) with analysts betting that an increase in semiconductor shipments, as well as stronger prices for memory chips, will offset a slowdown in handset sales.</p><p><blockquote>全球最大的芯片制造商韩国三星表示，6月份季度利润可能比去年增长53%，达到12.5万亿韩元（110亿美元），分析师押注半导体出货量的增加以及存储芯片价格的走强，将抵消手机销售放缓的影响。</blockquote></p><p> Samsung's flash memory and DRAM chips are important components in Apple's global supply chain.</p><p><blockquote>三星的闪存和DRAM芯片是苹果全球供应链的重要组成部分。</blockquote></p><p> Apple was also supported by a $5 price target boost from JPMorgan, which carries an overweight rating on the tech giant, to $170.00 per share. Analyst Samik Chatterjee said that while Apple shares have underperformed \"significantly\" this year, resilient iPhone 12 volumes, as well as historical gains linked to September launch events, are providing upside support for the shares heading into the summer months.</p><p><blockquote>摩根大通将这家科技巨头的跑赢大盘评级上调5美元，至每股170.00美元，这也为苹果提供了支撑。分析师Samik Chatterjee表示，虽然苹果股价今年表现“明显”不佳，但强劲的iPhone 12销量以及与9月份发布活动相关的历史涨幅为该股进入夏季提供了上行支撑。</blockquote></p><p> \"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year,\" Chatterjee said.</p><p><blockquote>“iPhone 12系列销量面临的上行压力、7月至9月发布活动前的历史优异表现，以及iPhone 13销量相对于投资者预期降低的优异表现的进一步催化剂，意味着iPhone 12系列的销量非常有吸引力。下半年的股票，”查特吉说。</blockquote></p><p> \"As we look forward to the next three to six months, we see the shares set up for a strong outperformance, similar to the trends in previous years, but likely with stronger momentum on two key reasons,\" Chatterjee said, noting \"upside pressure to the current generation iPhone 12 product cycle, led by recent momentum and share gains in key geographies, including China\" and \"low expectations going into the iPhone 13 product cycle, which will likely drive an outperformance to expectations.\"</p><p><blockquote>查特吉表示：“展望未来三到六个月，我们看到该股将表现强劲，与前几年的趋势类似，但由于两个关键原因，势头可能会更强劲。”他指出，“当前一代iPhone 12产品周期的上行压力，由最近的势头和包括中国在内的关键地区的份额增长带动”，以及“对iPhone 13产品周期的预期较低，这可能会推动其表现超出预期。”</blockquote></p><p> Apple shares were marked 0.5% higher in pre-market trading Wednesday to indicate an opening bell price of $142.73&nbsp;each, supported in part by a pullback in Treasury bond yields to 1.343%, the lowest since early February.&nbsp;Apple hit a post-split high of $145.09 each on January 25.</p><p><blockquote>苹果股价周三在盘前交易中上涨0.5%，开盘价为每股142.73美元，部分原因是美国国债收益率回落至1.343%，为2月初以来的最低水平。苹果在1月25日触及每股145.09美元的拆分后高点。</blockquote></p><p> Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p><p><blockquote>苹果将于7月27日公布第三季度收益，首席财务官卢卡·马埃斯特里(Luca Maestri)在4月底警告投资者，该集团可能会经历“比平常更严重”的收入环比下降，部分原因是与全球半导体相关的供应限制。截至3月份的三个月，街头销售额接近900亿美元，导致短缺。</blockquote></p><p> Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p><p><blockquote>苹果表示，得益于首席执行官Tim Cook所说的“对iPhone 12系列的强劲需求”，iPhone营收较去年增长65%至479.4亿美元，远高于华尔街预测的417亿美元。</blockquote></p><p> Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</p><p><blockquote>苹果表示，大中华区收入较去年疫情低谷增长88%，达到177.28亿美元，而整体服务收入增长26.6%，达到169亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat<blockquote>苹果股价因三星盈利预测和国债收益率回落而上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Shares Gain on Samsung Profit Forecast, Treasury Bond Yield Retreat<blockquote>苹果股价因三星盈利预测和国债收益率回落而上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-07 21:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple Inc.&nbsp;(<b>AAPL</b>) &nbsp;shares moved higher Wednesday, and&nbsp;open within touching distance of the stock's January all-time peak, following a pullback in Treasury bond yields and a bullish profit outlook at rival Samsung.</p><p><blockquote>苹果公司（<b>AAPL</b>）由于美国国债收益率回落以及竞争对手三星的利润前景看涨，该股周三走高，开盘接近该股一月份的历史峰值。</blockquote></p><p> South Korea-based Samsung, the world's biggest chipmaker, said June quarter profits are likely to rise by 53% from last year to 12.5 trillion won ($11 billion) with analysts betting that an increase in semiconductor shipments, as well as stronger prices for memory chips, will offset a slowdown in handset sales.</p><p><blockquote>全球最大的芯片制造商韩国三星表示，6月份季度利润可能比去年增长53%，达到12.5万亿韩元（110亿美元），分析师押注半导体出货量的增加以及存储芯片价格的走强，将抵消手机销售放缓的影响。</blockquote></p><p> Samsung's flash memory and DRAM chips are important components in Apple's global supply chain.</p><p><blockquote>三星的闪存和DRAM芯片是苹果全球供应链的重要组成部分。</blockquote></p><p> Apple was also supported by a $5 price target boost from JPMorgan, which carries an overweight rating on the tech giant, to $170.00 per share. Analyst Samik Chatterjee said that while Apple shares have underperformed \"significantly\" this year, resilient iPhone 12 volumes, as well as historical gains linked to September launch events, are providing upside support for the shares heading into the summer months.</p><p><blockquote>摩根大通将这家科技巨头的跑赢大盘评级上调5美元，至每股170.00美元，这也为苹果提供了支撑。分析师Samik Chatterjee表示，虽然苹果股价今年表现“明显”不佳，但强劲的iPhone 12销量以及与9月份发布活动相关的历史涨幅为该股进入夏季提供了上行支撑。</blockquote></p><p> \"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year,\" Chatterjee said.</p><p><blockquote>“iPhone 12系列销量面临的上行压力、7月至9月发布活动前的历史优异表现，以及iPhone 13销量相对于投资者预期降低的优异表现的进一步催化剂，意味着iPhone 12系列的销量非常有吸引力。下半年的股票，”查特吉说。</blockquote></p><p> \"As we look forward to the next three to six months, we see the shares set up for a strong outperformance, similar to the trends in previous years, but likely with stronger momentum on two key reasons,\" Chatterjee said, noting \"upside pressure to the current generation iPhone 12 product cycle, led by recent momentum and share gains in key geographies, including China\" and \"low expectations going into the iPhone 13 product cycle, which will likely drive an outperformance to expectations.\"</p><p><blockquote>查特吉表示：“展望未来三到六个月，我们看到该股将表现强劲，与前几年的趋势类似，但由于两个关键原因，势头可能会更强劲。”他指出，“当前一代iPhone 12产品周期的上行压力，由最近的势头和包括中国在内的关键地区的份额增长带动”，以及“对iPhone 13产品周期的预期较低，这可能会推动其表现超出预期。”</blockquote></p><p> Apple shares were marked 0.5% higher in pre-market trading Wednesday to indicate an opening bell price of $142.73&nbsp;each, supported in part by a pullback in Treasury bond yields to 1.343%, the lowest since early February.&nbsp;Apple hit a post-split high of $145.09 each on January 25.</p><p><blockquote>苹果股价周三在盘前交易中上涨0.5%，开盘价为每股142.73美元，部分原因是美国国债收益率回落至1.343%，为2月初以来的最低水平。苹果在1月25日触及每股145.09美元的拆分后高点。</blockquote></p><p> Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p><p><blockquote>苹果将于7月27日公布第三季度收益，首席财务官卢卡·马埃斯特里(Luca Maestri)在4月底警告投资者，该集团可能会经历“比平常更严重”的收入环比下降，部分原因是与全球半导体相关的供应限制。截至3月份的三个月，街头销售额接近900亿美元，导致短缺。</blockquote></p><p> Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p><p><blockquote>苹果表示，得益于首席执行官Tim Cook所说的“对iPhone 12系列的强劲需求”，iPhone营收较去年增长65%至479.4亿美元，远高于华尔街预测的417亿美元。</blockquote></p><p> Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</p><p><blockquote>苹果表示，大中华区收入较去年疫情低谷增长88%，达到177.28亿美元，而整体服务收入增长26.6%，达到169亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-gains-on-samsung-profit-forecast-treasury-yield-retreat\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-gains-on-samsung-profit-forecast-treasury-yield-retreat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101799762","content_text":"Apple Inc. (AAPL)  shares moved higher Wednesday, and open within touching distance of the stock's January all-time peak, following a pullback in Treasury bond yields and a bullish profit outlook at rival Samsung.\nSouth Korea-based Samsung, the world's biggest chipmaker, said June quarter profits are likely to rise by 53% from last year to 12.5 trillion won ($11 billion) with analysts betting that an increase in semiconductor shipments, as well as stronger prices for memory chips, will offset a slowdown in handset sales.\nSamsung's flash memory and DRAM chips are important components in Apple's global supply chain.\nApple was also supported by a $5 price target boost from JPMorgan, which carries an overweight rating on the tech giant, to $170.00 per share. Analyst Samik Chatterjee said that while Apple shares have underperformed \"significantly\" this year, resilient iPhone 12 volumes, as well as historical gains linked to September launch events, are providing upside support for the shares heading into the summer months.\n\"The upside pressure on volumes for the iPhone 12 series, historical outperformance in the July-September time period heading into launch event, and further catalysts in relation to outperformance for iPhone 13 volumes relative to lowered investor expectations implies a very attractive set up for the shares in the second half of the year,\" Chatterjee said.\n\"As we look forward to the next three to six months, we see the shares set up for a strong outperformance, similar to the trends in previous years, but likely with stronger momentum on two key reasons,\" Chatterjee said, noting \"upside pressure to the current generation iPhone 12 product cycle, led by recent momentum and share gains in key geographies, including China\" and \"low expectations going into the iPhone 13 product cycle, which will likely drive an outperformance to expectations.\"\nApple shares were marked 0.5% higher in pre-market trading Wednesday to indicate an opening bell price of $142.73 each, supported in part by a pullback in Treasury bond yields to 1.343%, the lowest since early February. Apple hit a post-split high of $145.09 each on January 25.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157464860,"gmtCreate":1625611353950,"gmtModify":1631893321559,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A long article but definitely worth the read.&nbsp;","listText":"A long article but definitely worth the read.&nbsp;","text":"A long article but definitely worth the read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/157464860","repostId":"1153955441","repostType":2,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157466041,"gmtCreate":1625611107983,"gmtModify":1631893321570,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Maybe can take advantage on a short term investment.&nbsp;","listText":"Maybe can take advantage on a short term investment.&nbsp;","text":"Maybe can take advantage on a short term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/157466041","repostId":"1189769697","repostType":4,"repost":{"id":"1189769697","kind":"news","pubTimestamp":1625579734,"share":"https://www.laohu8.com/m/news/1189769697?lang=zh_CN&edition=full","pubTime":"2021-07-06 21:55","market":"us","language":"en","title":"Nvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189769697","media":"Thestreet","summary":"Nvidia  shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a W","content":"<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p><p><blockquote>英伟达(<b>NVDA</b>）周二，另一位华尔街分析师将目标价上调至近1,000美元，原因是预计对用于游戏和挖掘加密货币的视频显卡和相关半导体的需求将持续强劲，股价上涨。</blockquote></p><p> Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p><p><blockquote>Keybanc分析师John Vinh将Nvidia的一年目标价从775美元上调至950美元，紧随BMO资本市场分析师Ambrish Srivastava的脚步，后者上周四将芯片titanto的目标价从华尔街高点1,000美元上调至975美元，并确认跑赢大盘评级。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p><p><blockquote>自英伟达公布第一季度业绩以来，分析师对该公司赞不绝口，由于所谓的超大规模数据中心需求强劲，该公司的业绩好于预期，其中包括对用于游戏和加密货币挖矿的显卡和芯片的需求。</blockquote></p><p> Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p><p><blockquote>甚至在此之前，分析师就在对英伟达游戏显卡的强劲需求中吹捧英伟达的业绩，该显卡在大流行期间激增，而居家订单提振了对视频游戏等家庭娱乐的需求，而持续的芯片短缺又加剧了这种情况。增加了芯片和卡本身的需求和价格。</blockquote></p><p> At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p><p><blockquote>与此同时，今年比特币、以太币和其他加密货币的价格飙升也刺激了需求。加密货币矿工使用图形处理单元（GPU）来挖掘比特币和以太币等货币。事实证明，英伟达去年推出的最新RTX 30系列特别受矿工欢迎。</blockquote></p><p> TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p><p><blockquote>《华尔街日报》的吉姆·克莱默(Jim Cramerer)在周二的《真钱》专栏中指出了看好英伟达的另一个原因：一项潜在的收购将进一步增强其业务。</blockquote></p><p> Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p><p><blockquote>具体来说，吉姆指出，监管机构允许该公司收购Arm Holdings的可能性越来越大，Arm Holdings是一家擅长手机和个人电脑的英国公司，这将增加其本已强劲的销售渠道，而该渠道的推动因素不仅仅是来自以太币矿工的需求。</blockquote></p><p> \"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p><p><blockquote>克莱默写道：“我相信你们中的一些人可能会认为英伟达更像是一家以太币公司，因为它的卡是用来挖掘加密货币的。”“事实上，这只是他们业务的一小部分，而且由不符合游戏规格的卡组成，如果你愿意的话，可以报废。”</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>Nvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-06 21:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p><p><blockquote>英伟达(<b>NVDA</b>）周二，另一位华尔街分析师将目标价上调至近1,000美元，原因是预计对用于游戏和挖掘加密货币的视频显卡和相关半导体的需求将持续强劲，股价上涨。</blockquote></p><p> Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p><p><blockquote>Keybanc分析师John Vinh将Nvidia的一年目标价从775美元上调至950美元，紧随BMO资本市场分析师Ambrish Srivastava的脚步，后者上周四将芯片titanto的目标价从华尔街高点1,000美元上调至975美元，并确认跑赢大盘评级。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p><p><blockquote>自英伟达公布第一季度业绩以来，分析师对该公司赞不绝口，由于所谓的超大规模数据中心需求强劲，该公司的业绩好于预期，其中包括对用于游戏和加密货币挖矿的显卡和芯片的需求。</blockquote></p><p> Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p><p><blockquote>甚至在此之前，分析师就在对英伟达游戏显卡的强劲需求中吹捧英伟达的业绩，该显卡在大流行期间激增，而居家订单提振了对视频游戏等家庭娱乐的需求，而持续的芯片短缺又加剧了这种情况。增加了芯片和卡本身的需求和价格。</blockquote></p><p> At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p><p><blockquote>与此同时，今年比特币、以太币和其他加密货币的价格飙升也刺激了需求。加密货币矿工使用图形处理单元（GPU）来挖掘比特币和以太币等货币。事实证明，英伟达去年推出的最新RTX 30系列特别受矿工欢迎。</blockquote></p><p> TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p><p><blockquote>《华尔街日报》的吉姆·克莱默(Jim Cramerer)在周二的《真钱》专栏中指出了看好英伟达的另一个原因：一项潜在的收购将进一步增强其业务。</blockquote></p><p> Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p><p><blockquote>具体来说，吉姆指出，监管机构允许该公司收购Arm Holdings的可能性越来越大，Arm Holdings是一家擅长手机和个人电脑的英国公司，这将增加其本已强劲的销售渠道，而该渠道的推动因素不仅仅是来自以太币矿工的需求。</blockquote></p><p> \"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p><p><blockquote>克莱默写道：“我相信你们中的一些人可能会认为英伟达更像是一家以太币公司，因为它的卡是用来挖掘加密货币的。”“事实上，这只是他们业务的一小部分，而且由不符合游戏规格的卡组成，如果你愿意的话，可以报废。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621\">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":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189769697","content_text":"Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.\nKeybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.\nEven before then, analysts were touting Nvidia’s performance amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.\nAt the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.\nTheStreet's Jim Cramerin his Real Money column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.\nSpecifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.\n\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155049044,"gmtCreate":1625365446088,"gmtModify":1631893321581,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A good read. It covers most of everything.&nbsp;","listText":"A good read. It covers most of everything.&nbsp;","text":"A good read. It covers most of everything.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155049044","repostId":"1192425829","repostType":4,"repost":{"id":"1192425829","kind":"news","pubTimestamp":1625362308,"share":"https://www.laohu8.com/m/news/1192425829?lang=zh_CN&edition=full","pubTime":"2021-07-04 09:31","market":"us","language":"en","title":"Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192425829","media":"The Street","summary":"The stock market has given us some incredible returns in the past year or two but there are some war","content":"<p>  The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.  The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p><p><blockquote>在过去的一两年里，股市给我们带来了一些令人难以置信的回报，但也出现了一些警告信号，还有一个需要关注的关键日期。过去18个月里，股市、大宗商品市场和固定收益市场经历了一些疯狂的波动。我们早在1月份就撰写了2021年预测文章（阅读<b>在这里</b>和<b>在这里</b>），但随着大宗商品市场的上涨，油价走强，而市场其他领域正在降温，重新审视今年剩余时间的情况似乎是个好主意。</blockquote></p><p> Let's start our analysis with some monthly candlestick charts.</p><p><blockquote>让我们从一些月度烛台图开始我们的分析。</blockquote></p><p> <b>Candlestick AnalysisDow Jones Industrials</b></p><p><blockquote><b>烛台分析道琼斯工业指数</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p><p><blockquote>在下面道琼斯工业平均指数（道琼斯）的月度日本烛台图中，我们可以看到价格在过去十年中大幅上涨，自2020年3月以来涨幅非常大。在我们的方法上稍微自由一点，我们可以看到自2020年疫情低点以来，有8到10个历史新高的进展。请注意下图中12个月价格动量研究的步伐放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p><p><blockquote>在下面的标普500指数（SPX）月度日本烛台图中，我们可以看到过去10年的另一次大幅上涨。该指数在2015-2016年在2,000点至2,200点附近形成了横向盘整模式，我们在很大程度上从那里翻了一番。当SPX接近4,400点时，看到一些重大获利了结，我不会感到惊讶。这里的势头也在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p><p><blockquote>在下面的纳斯达克月度日本烛台图中，我们可以看到价格比2018年和2019年在7,000点区域的盘整模式翻了一番。价格较2015-2016年5,000点左右的盘整上涨了近两倍。是的，动量研究正在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p><p><blockquote><b>罗素2000</b></blockquote></p><p> In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p><p><blockquote>在这张罗素2000指数(RUT)的月度烛台图中，我们可以看到价格较2020年3月的低点上涨了一倍多。这会让你大吃一惊。随着一串白色蜡烛和势头减弱，我们希望在第三季度前进时更加谨慎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p><p><blockquote>所有这些图表（上图）都显示了8到10个创纪录的高点模式，因此我们应该警惕顶部反转模式。</blockquote></p><p> <b>Advance-Decline Analysis</b></p><p><blockquote><b>进退分析</b></blockquote></p><p> Now, let's turn our attention to the Advance-Decline line.</p><p><blockquote>现在，让我们把注意力转向涨跌线。</blockquote></p><p> <b>Dow Jones Industrials</b></p><p><blockquote><b>道琼斯工业指数</b></blockquote></p><p> In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p><p><blockquote>在下面的道琼斯日线烛台图中，我们显示了自五月初以来一直横向移动的上涨-下跌线。价格走势之间的差异是看跌背离，但道琼斯是一个狭窄的平均值，只有30只股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p><p><blockquote>在下面这张标普500及其上涨-下跌线的图表中，我们可以看到价格和上涨-下跌线向上，因此看跌背离尚未开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p><p><blockquote>在下面的纳斯达克图表中，我们可以看到显着的看跌背离。纳斯达克一直在创出新高，但涨跌幅线自二月份以来一直横向走低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p><p><blockquote><b>纳斯达克100</b></blockquote></p><p> In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p><p><blockquote>在下面这张纳斯达克100指数及其涨跌幅线的图表中，我们看到价格和指标一起上涨。这里没有看跌背离。<b>部门</b></blockquote></p><p> The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p><p><blockquote>市场可以分为11个部分，但我今天只想介绍其中的一部分。<b>能源</b>在下面的标准普尔能源行业ETF(XLE)的周线烛台图中，我们可以看到价格较大流行低点翻了一番。过去四个月，交易量非常大，每周余额交易量停滞不前。12周价格动量研究因看跌背离而减弱。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p><p><blockquote>第三季度可能进一步上涨的两家能源公司是EOG Resources(EOG)和康菲石油公司(COP)。这是图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p><p><blockquote>在下面金融板块ETF(XLF)的日线条形图中，我们可以看到价格已经开始见顶阶段。价格已跌破50日移动平均线。自6月初以来，平衡成交量线已走弱，移动平均线收敛背离(MACD)振荡器已跌破零线，发出直接卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p><p><blockquote><b>技术</b></blockquote></p><p> In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p><p><blockquote>在下面的科技行业ETF(XLK)的每周日本烛台图中，我们可以看到价格较大流行低点上涨了一倍多。自2020年3月以来，交易量一直在减少，每周平衡交易量线在过去12个月中一直处于横盘趋势。底部面板中的12周价格动量研究显示，过去一年的高点较低。这是一个显着的看跌背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p><p><blockquote><b>工业</b></blockquote></p><p> In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p><p><blockquote>在下面工业板块ETF(XLI)的日线条形图中，我们可以看到疲软的情况。价格已跌破50日移动平均线。在过去的两个月里，平衡成交量线已经走弱，MACD振荡指标低于卖出区域的零线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p> In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p><p><blockquote>在下面的iShares 20+年期国债ETF(TLT)的每日点数图中，我们可以看到165美元区域的潜在上行目标价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p><p><blockquote><b>美元</b></blockquote></p><p> In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p><p><blockquote>在美元指数（DXY）的每日日本烛台图中，我们可以看到价格已经停止测试3月底/4月初的高点。DXY可能会缓慢向下漂移，重新测试5月份的低点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p><p><blockquote><b>标记您的日历</b></blockquote></p><p> A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p><p><blockquote>我自20世纪90年代中期以来一直使用的一项技术服务(www.pfr.com)预计8月2日左右将出现大规模“趋势变化”，这值得关注。这可能标志着主要平均指数可能出现10%的回调。下一次趋势变化预计将在10月下旬，这可能是年底反弹的开始。随着8月2日的临近，我们希望密切关注涨跌数据和价格走势。</blockquote></p><p> <b>Sentiment</b></p><p><blockquote><b>情绪</b></blockquote></p><p> No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p><p><blockquote>如果不讨论情绪，任何关于股市的讨论都是不完整的。有很多“迹象”表明股市正在下滑。</blockquote></p><p> I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p><p><blockquote>我看到了许多来自其他技术分析师的市场信件和评论，他们都是看涨的。我收到来自Real Money订阅者的电子邮件，询问这只股票或那只股票，我有两个观察结果：</blockquote></p><p> 1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p><p><blockquote>1.他们询问的名字似乎更具投机性质。我不记得上次有人给我发电子邮件询问无聊的公用事业股票是什么时候了。</blockquote></p><p> 2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p><p><blockquote>2.电子邮件给我留下深刻印象的第二件事是没有认识到风险。每个人都想知道下一个最高价格目标，但他们从不问在哪里移动止损。</blockquote></p><p> Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p><p><blockquote>情绪不是一个精确的指标，其中大部分本质上是轶事，很难量化。预期的Robinhood IPO可能标志着一个转折点。</blockquote></p><p> <b>Bottom-Line Strategy</b></p><p><blockquote><b>底线策略</b></blockquote></p><p> The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p><p><blockquote>在过去的一两年里，股市给了我们一些令人难以置信的回报，但也出现了一些警告信号，交易者需要开始向另一个方向倾斜。</blockquote></p><p> Consider adding to commodity plays as they could be the outperformers of the third quarter.</p><p><blockquote>考虑增加大宗商品投资，因为它们可能是第三季度表现出色的股票。</blockquote></p><p></p><p> Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p><p><blockquote>考虑成为规模扩大的获利者。继续提高止损保护，锁定更多收益。密切关注价格收盘区间。高点通常是在价格接近当天高点时形成的。当市场或您最喜欢的股票下跌时，平衡成交量线是否会随着成交量增加而减弱？</blockquote></p><p> Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p><p><blockquote>密切关注新闻，观察股票和市场因看涨消息而下跌——这告诉我们消息已经打折。</blockquote></p><p></p>","source":"lsy1610613172068","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>Second-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</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\">\nSecond-Half 2021: Market Forecasts, Thoughts and Observations<blockquote>2021年下半年：市场预测、思考与观察</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-04 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.  The stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (read<b>here</b>and<b>here</b>), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.</p><p><blockquote>在过去的一两年里，股市给我们带来了一些令人难以置信的回报，但也出现了一些警告信号，还有一个需要关注的关键日期。过去18个月里，股市、大宗商品市场和固定收益市场经历了一些疯狂的波动。我们早在1月份就撰写了2021年预测文章（阅读<b>在这里</b>和<b>在这里</b>），但随着大宗商品市场的上涨，油价走强，而市场其他领域正在降温，重新审视今年剩余时间的情况似乎是个好主意。</blockquote></p><p> Let's start our analysis with some monthly candlestick charts.</p><p><blockquote>让我们从一些月度烛台图开始我们的分析。</blockquote></p><p> <b>Candlestick AnalysisDow Jones Industrials</b></p><p><blockquote><b>烛台分析道琼斯工业指数</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.</p><p><blockquote>在下面道琼斯工业平均指数（道琼斯）的月度日本烛台图中，我们可以看到价格在过去十年中大幅上涨，自2020年3月以来涨幅非常大。在我们的方法上稍微自由一点，我们可以看到自2020年疫情低点以来，有8到10个历史新高的进展。请注意下图中12个月价格动量研究的步伐放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8c0c65a961cdf2a9b6bdba9757ca8c5d\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this monthly Japanese candlestick chart of the S&amp;P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.</p><p><blockquote>在下面的标普500指数（SPX）月度日本烛台图中，我们可以看到过去10年的另一次大幅上涨。该指数在2015-2016年在2,000点至2,200点附近形成了横向盘整模式，我们在很大程度上从那里翻了一番。当SPX接近4,400点时，看到一些重大获利了结，我不会感到惊讶。这里的势头也在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/72a594dc06dc6364a1f4432334018a95\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.</p><p><blockquote>在下面的纳斯达克月度日本烛台图中，我们可以看到价格比2018年和2019年在7,000点区域的盘整模式翻了一番。价格较2015-2016年5,000点左右的盘整上涨了近两倍。是的，动量研究正在放缓。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a32c8a3b8cbd6d84dc3c316188d0714c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Russell 2000</b></p><p><blockquote><b>罗素2000</b></blockquote></p><p> In this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.</p><p><blockquote>在这张罗素2000指数(RUT)的月度烛台图中，我们可以看到价格较2020年3月的低点上涨了一倍多。这会让你大吃一惊。随着一串白色蜡烛和势头减弱，我们希望在第三季度前进时更加谨慎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/00e2eb68915aa7fe3a35df2b5cca4c7c\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\">All these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.</p><p><blockquote>所有这些图表（上图）都显示了8到10个创纪录的高点模式，因此我们应该警惕顶部反转模式。</blockquote></p><p> <b>Advance-Decline Analysis</b></p><p><blockquote><b>进退分析</b></blockquote></p><p> Now, let's turn our attention to the Advance-Decline line.</p><p><blockquote>现在，让我们把注意力转向涨跌线。</blockquote></p><p> <b>Dow Jones Industrials</b></p><p><blockquote><b>道琼斯工业指数</b></blockquote></p><p> In this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.</p><p><blockquote>在下面的道琼斯日线烛台图中，我们显示了自五月初以来一直横向移动的上涨-下跌线。价格走势之间的差异是看跌背离，但道琼斯是一个狭窄的平均值，只有30只股票。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5af49f53b61d7234c47302a43ef8fc54\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>S&amp;P 500</b></p><p><blockquote><b>标普500</b></blockquote></p><p> In this chart of the S&amp;P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.</p><p><blockquote>在下面这张标普500及其上涨-下跌线的图表中，我们可以看到价格和上涨-下跌线向上，因此看跌背离尚未开始。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6f76b13060f5ac582155923264b7fb2f\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq</b></p><p><blockquote><b>纳斯达克</b></blockquote></p><p> In this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.</p><p><blockquote>在下面的纳斯达克图表中，我们可以看到显着的看跌背离。纳斯达克一直在创出新高，但涨跌幅线自二月份以来一直横向走低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c202ca833085d8ae21f804e01da1d20e\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Nasdaq 100</b></p><p><blockquote><b>纳斯达克100</b></blockquote></p><p> In this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.<img src=\"https://static.tigerbbs.com/02f49df814666506de6bd3a8f8cff358\" tg-width=\"1000\" tg-height=\"622\" referrerpolicy=\"no-referrer\"><b>Sectors</b></p><p><blockquote>在下面这张纳斯达克100指数及其涨跌幅线的图表中，我们看到价格和指标一起上涨。这里没有看跌背离。<b>部门</b></blockquote></p><p> The marketplace can be broken down into 11 sectors but I want to cover just part of the list today.<b>Energy</b>In this weekly candlestick chart of the (XLE) , the S&amp;P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.</p><p><blockquote>市场可以分为11个部分，但我今天只想介绍其中的一部分。<b>能源</b>在下面的标准普尔能源行业ETF(XLE)的周线烛台图中，我们可以看到价格较大流行低点翻了一番。过去四个月，交易量非常大，每周余额交易量停滞不前。12周价格动量研究因看跌背离而减弱。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c7c0cb796bbdd57de9aba933c615ce\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> Two energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.</p><p><blockquote>第三季度可能进一步上涨的两家能源公司是EOG Resources(EOG)和康菲石油公司(COP)。这是图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7d2fc7721f85cac4b418a821156c714f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/874820e1c1c54a567c399f5129e88676\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fc072387bc975d38d92af5b6b3de16ac\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d2822d20c835ce4f4860d5eb45212cb\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Financials</b></p><p><blockquote><b>财务</b></blockquote></p><p> In this daily bar chart of the (XLF) ,&nbsp; the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.</p><p><blockquote>在下面金融板块ETF(XLF)的日线条形图中，我们可以看到价格已经开始见顶阶段。价格已跌破50日移动平均线。自6月初以来，平衡成交量线已走弱，移动平均线收敛背离(MACD)振荡器已跌破零线，发出直接卖出信号。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bddfbb55fad602b4a29ff4ef1ba47e0f\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Technology</b></p><p><blockquote><b>技术</b></blockquote></p><p> In this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.</p><p><blockquote>在下面的科技行业ETF(XLK)的每周日本烛台图中，我们可以看到价格较大流行低点上涨了一倍多。自2020年3月以来，交易量一直在减少，每周平衡交易量线在过去12个月中一直处于横盘趋势。底部面板中的12周价格动量研究显示，过去一年的高点较低。这是一个显着的看跌背离。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9d9a652c4c72b421556bfbd90dd8d44\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Industrials</b></p><p><blockquote><b>工业</b></blockquote></p><p> In this daily bar chart of the (XLI) &nbsp;, the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.</p><p><blockquote>在下面工业板块ETF(XLI)的日线条形图中，我们可以看到疲软的情况。价格已跌破50日移动平均线。在过去的两个月里，平衡成交量线已经走弱，MACD振荡指标低于卖出区域的零线。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/47838029e80d6b87a83abb9f1352bdaf\" tg-width=\"720\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><b>Bonds</b></p><p><blockquote><b>债券</b></blockquote></p><p> In this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.</p><p><blockquote>在下面的iShares 20+年期国债ETF(TLT)的每日点数图中，我们可以看到165美元区域的潜在上行目标价。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/587f7bae63415985c849540d27b7ffaa\" tg-width=\"1000\" tg-height=\"992\" referrerpolicy=\"no-referrer\"><b>U.S. Dollar</b></p><p><blockquote><b>美元</b></blockquote></p><p> In this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.</p><p><blockquote>在美元指数（DXY）的每日日本烛台图中，我们可以看到价格已经停止测试3月底/4月初的高点。DXY可能会缓慢向下漂移，重新测试5月份的低点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c086d11fb1d31f2710dc3752d158a2e7\" tg-width=\"720\" tg-height=\"510\" referrerpolicy=\"no-referrer\"><b>Mark Your Calendars</b></p><p><blockquote><b>标记您的日历</b></blockquote></p><p> A technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.</p><p><blockquote>我自20世纪90年代中期以来一直使用的一项技术服务(www.pfr.com)预计8月2日左右将出现大规模“趋势变化”，这值得关注。这可能标志着主要平均指数可能出现10%的回调。下一次趋势变化预计将在10月下旬，这可能是年底反弹的开始。随着8月2日的临近，我们希望密切关注涨跌数据和价格走势。</blockquote></p><p> <b>Sentiment</b></p><p><blockquote><b>情绪</b></blockquote></p><p> No discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.</p><p><blockquote>如果不讨论情绪，任何关于股市的讨论都是不完整的。有很多“迹象”表明股市正在下滑。</blockquote></p><p> I see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:</p><p><blockquote>我看到了许多来自其他技术分析师的市场信件和评论，他们都是看涨的。我收到来自Real Money订阅者的电子邮件，询问这只股票或那只股票，我有两个观察结果：</blockquote></p><p> 1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.</p><p><blockquote>1.他们询问的名字似乎更具投机性质。我不记得上次有人给我发电子邮件询问无聊的公用事业股票是什么时候了。</blockquote></p><p> 2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.</p><p><blockquote>2.电子邮件给我留下深刻印象的第二件事是没有认识到风险。每个人都想知道下一个最高价格目标，但他们从不问在哪里移动止损。</blockquote></p><p> Sentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.</p><p><blockquote>情绪不是一个精确的指标，其中大部分本质上是轶事，很难量化。预期的Robinhood IPO可能标志着一个转折点。</blockquote></p><p> <b>Bottom-Line Strategy</b></p><p><blockquote><b>底线策略</b></blockquote></p><p> The stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.</p><p><blockquote>在过去的一两年里，股市给了我们一些令人难以置信的回报，但也出现了一些警告信号，交易者需要开始向另一个方向倾斜。</blockquote></p><p> Consider adding to commodity plays as they could be the outperformers of the third quarter.</p><p><blockquote>考虑增加大宗商品投资，因为它们可能是第三季度表现出色的股票。</blockquote></p><p></p><p> Consider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?</p><p><blockquote>考虑成为规模扩大的获利者。继续提高止损保护，锁定更多收益。密切关注价格收盘区间。高点通常是在价格接近当天高点时形成的。当市场或您最喜欢的股票下跌时，平衡成交量线是否会随着成交量增加而减弱？</blockquote></p><p> Pay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.</p><p><blockquote>密切关注新闻，观察股票和市场因看涨消息而下跌——这告诉我们消息已经打折。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://realmoney.thestreet.com/investing/stocks/second-half-2021-market-forecasts-thoughts-and-observations-15702152?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192425829","content_text":"The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.\n\nThe stock market, commodity markets and fixed-income markets have been on some wild rides the past 18 months. We penned 2021 forecast pieces back in January (readhereandhere), but a fresh look at things for the balance of the year seems like a good idea with commodity plays on the rise, oil prices coming on strong while other areas of the market are cooling.\nLet's start our analysis with some monthly candlestick charts.\nCandlestick AnalysisDow Jones Industrials\nIn this monthly Japanese candlestick chart of the Dow Jones Industrial Average (DJIA), below, we can see that prices have made a huge rise over the past decade and a very sharp advance since March of 2020. Taking a little liberty in our methodology we can see an 8 to 10 record high advance since the 2020 pandemic low. Notice the slowing pace of the 12-month price momentum study in the lower panel.\nS&P 500\nIn this monthly Japanese candlestick chart of the S&P 500 Index (SPX) below, we can see another big advance over the past 10 years. The index made a sideways consolidation pattern in 2015-2016 around 2,000 to 2,200 and we have for most part doubled from there. I would not be surprised to see some significant profit-taking as the SPX approached 4,400. Momentum has been slowing here too.\nNasdaq\nIn this monthly Japanese candlestick chart of the Nasdaq, below, we can see that prices have doubled from their consolidation pattern in 2018 and 2019 in the 7,000 area. Prices have nearly tripled from their consolidation around 5,000 in 2015-2016. Yes, the momentum study is slowing.\nRussell 2000\nIn this monthly candlestick chart of the Russell 2000 index (RUT) we can see that prices have more than doubled from their March 2020 low. This could take your breath away. With the string of white candles and weakening momentum we want to be more cautious as we move forward in the third quarter.\nAll these charts (above) show the 8 to 10 record high pattern so we should be on our guard for a top reversal pattern.\nAdvance-Decline Analysis\nNow, let's turn our attention to the Advance-Decline line.\nDow Jones Industrials\nIn this daily candlestick chart of the DJIA, below, we show the Advance-Decline line which has been moving sideways since early May. This difference between the price action is a bearish divergence but the DJIA is a narrow average with only 30 stocks.\nS&P 500\nIn this chart of the S&P 500 and its Advance-Decline line, below, we can see that prices and the Advance-Decline line are pointed up so a bearish divergence has not started.\nNasdaq\nIn this chart of the Nasdaq, below, we can see a significant bearish divergence. The Nasdaq has been making new highs but the Advance-Decline line has been moving sideways to lower from February.\nNasdaq 100\nIn this chart of Nasdaq 100 and its Advance-Decline line, below, we see prices and the indicator going up together. No bearish divergence here.Sectors\nThe marketplace can be broken down into 11 sectors but I want to cover just part of the list today.EnergyIn this weekly candlestick chart of the (XLE) , the S&P Energy sector ETF, below, we can see that prices have doubled from their pandemic low. Trading volume has been very heavy and the weekly On-Balance-Volume has been stalled the past four months. The 12-week price momentum study has been weakening for a bearish divergence.\n\nTwo energy names that could rally further in the third quarter are EOG Resources (EOG) and ConocoPhillips (COP) . Here are the charts.\nFinancials\nIn this daily bar chart of the (XLF) ,  the Financial sector ETF, below, we can see that prices have begun a topping phase. Prices have broken below the cresting 50-day moving average line. The On-Balance-Volume line has weakened from early June and the Moving Average Convergence Divergence (MACD) oscillator has fallen below the zero line for an outright sell signal.\nTechnology\nIn this weekly Japanese candlestick chart of the (XLK) , the Technology sector ETF, below, we can see that prices have more than doubled from their pandemic low. The trading volume has diminished since March 2020 and the weekly On-Balance-Volume line has been stuck in a sideways trend for the past 12 months. The 12-week price momentum study in the bottom panel shows lower highs being made the past year. This is a significant bearish divergence.\nIndustrials\nIn this daily bar chart of the (XLI)  , the Industrial sector ETF, below, we can see a weakening picture. Prices have slipped below the cresting 50-day moving average line. The On-Balance-Volume line has weakened the past two months and the MACD oscillator is below the zero line in sell territory.\nBonds\nIn this daily Point and Figure chart of the (TLT) , the iShares 20+ year Treasury Bond ETF, below, we can see a potential upside price target in the $165 area.\nU.S. Dollar\nIn this daily Japanese candlestick chart of the U.S. Dollar Index (DXY) we can see that prices have stopped short of a test of its late March/early April highs. DXY could make a slow drift downward to retest its May lows.\nMark Your Calendars\nA technical service that I have been using since the mid-1990s (www.pfr.com) is anticipating a large-scale \"trend change\" on or about Aug. 2 and this bears watching. This could mark the start of perhaps a 10% correction in the major averages. The next trend change is anticipated for late October, which could be the start of a year-end rally. We want to pay closer attention to the advance-decline numbers and price action as we approach Aug. 2.\nSentiment\nNo discussion about the stock market would be complete without some discussion of sentiment. There are plenty of \"signs\" of the stock market being out over its skis.\nI see a number of market letters and commentary from fellow technical analysts and they are all bullish. I get emails from Real Money subscribers asking about this stock or that stock and I have two observations:\n1. The names they are asking about seem to be more speculative in nature. I cannot remember the last time someone emailed me about a boring utility stock.\n2. The second thing that has struck me about the emails is the failure to recognize risk. Everyone wants to know the next highest price target but they never ask about where to move a stop up.\nSentiment is not a precise indicator and much of it is anecdotal in nature and hard to quantify. The anticipated Robinhood IPO could mark a turning point.\nBottom-Line Strategy\nThe stock market has given us some incredible returns in the past year or two but there are some warning signs developing and traders need to start leaning in the other direction.\nConsider adding to commodity plays as they could be the outperformers of the third quarter.\nConsider becoming a scale-up profit taker. Continue to raise your stop protection to lock in more gains. Pay closer attention to where in the range prices are closing. Highs are typically made when prices close near the high of the day.Is the On-Balance-Volume line weakening as volume increases on days when the market or your favorite stock declines?\nPay closer attention to the news and watch for stocks and the market to decline on bullish news -- this tells us that the news has been discounted.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":894196251,"gmtCreate":1628810386673,"gmtModify":1631891064727,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"For a long term investor: patience + time = profits&nbsp;[得意]&nbsp;","listText":"For a long term investor: patience + time = profits&nbsp;[得意]&nbsp;","text":"For a long term investor: patience + time = profits [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/894196251","repostId":"1182304144","repostType":4,"repost":{"id":"1182304144","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":1628777611,"share":"https://www.laohu8.com/m/news/1182304144?lang=zh_CN&edition=full","pubTime":"2021-08-12 22:13","market":"us","language":"en","title":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182304144","media":"Tiger Newspress","summary":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong go","content":"<p>Palantir&nbsp;Technologies&nbsp;shares&nbsp;gain&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;raising sales forecast on strong government uptake.</p><p><blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/548ca8b78dadac26cb4d35346f52e7cb\" tg-width=\"894\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Palantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.</p><p><blockquote>Palantir Technologies Inc.预测其数据软件的销售额将在第三季度增长33%，反映出政府机构需求的增加以及更多公司开始签约。</blockquote></p><p> Revenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.</p><p><blockquote>这家总部位于丹佛的公司周四在一份声明中表示，截至9月份的收入约为3.85亿美元。这超出了该公司之前的预期以及彭博社编制的分析师平均预期。</blockquote></p><p> Palantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.</p><p><blockquote>Palantir一直在招募一系列企业盟友，目标是吸引新客户。今年，它与国际商业机器公司和富士通有限公司建立了合作伙伴关系，以转售其技术，并与亚马逊网络服务建立了支持该技术的合作伙伴关系。Palantir还扩大了自己的销售团队。</blockquote></p><p> The search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.</p><p><blockquote>上个月，搜索范围更广，包括小公司。Palantir开始通过按月订阅的方式向少数与前员工有联系的初创公司销售其软件。该公司还投资了十几家初创公司，并与它们签约成为客户，这标志着其之前只追求大宗交易的做法发生了逆转。</blockquote></p><p> “We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”</p><p><blockquote>业务发展主管Kevin Kawasaki周四在与分析师举行的电话会议上表示：“我们一直投资公司。现在我们可以通过资产负债表来做到这一点。”“这是一个长期战略。”</blockquote></p><p> The shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.</p><p><blockquote>战略的转变是有代价的。第二季度每股亏损7美分。股票薪酬占很大一部分。</blockquote></p><p> Sales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.</p><p><blockquote>本季度的销售业绩令人鼓舞。Palantir公布截至6月份的收入为3.76亿美元，同比增长49%。</blockquote></p><p> Many government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.</p><p><blockquote>自去年以来，许多政府机构纷纷涌向Palantir，帮助他们分析Covid-19大流行。该公司表示，第二季度政府销售额保持健康，增长率为66%。第一季度为83%。</blockquote></p><p> The U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.</p><p><blockquote>美国国家核安全局、美国海岸警卫队、联邦航空管理局和美国疾病控制与预防中心都在第二季度签署了协议。“政府业务着火了，”首席运营官希亚姆·桑卡尔(Shyam Sankar)表示。</blockquote></p><p> Corporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.</p><p><blockquote>企业客户在Palantir收入中所占的比例较小，但在这方面的新努力似乎正在得到回报。第二季度美国商业部门的销售额增长了90%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.<blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</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\">2021-08-12 22:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Palantir&nbsp;Technologies&nbsp;shares&nbsp;gain&nbsp;nearly&nbsp;12%&nbsp;in&nbsp;early&nbsp;trading&nbsp;as&nbsp;raising sales forecast on strong government uptake.</p><p><blockquote>Palantir Technologies股价在早盘交易中上涨近12%，因政府大力支持而上调了销售预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/548ca8b78dadac26cb4d35346f52e7cb\" tg-width=\"894\" tg-height=\"619\" referrerpolicy=\"no-referrer\">Palantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.</p><p><blockquote>Palantir Technologies Inc.预测其数据软件的销售额将在第三季度增长33%，反映出政府机构需求的增加以及更多公司开始签约。</blockquote></p><p> Revenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.</p><p><blockquote>这家总部位于丹佛的公司周四在一份声明中表示，截至9月份的收入约为3.85亿美元。这超出了该公司之前的预期以及彭博社编制的分析师平均预期。</blockquote></p><p> Palantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.</p><p><blockquote>Palantir一直在招募一系列企业盟友，目标是吸引新客户。今年，它与国际商业机器公司和富士通有限公司建立了合作伙伴关系，以转售其技术，并与亚马逊网络服务建立了支持该技术的合作伙伴关系。Palantir还扩大了自己的销售团队。</blockquote></p><p> The search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.</p><p><blockquote>上个月，搜索范围更广，包括小公司。Palantir开始通过按月订阅的方式向少数与前员工有联系的初创公司销售其软件。该公司还投资了十几家初创公司，并与它们签约成为客户，这标志着其之前只追求大宗交易的做法发生了逆转。</blockquote></p><p> “We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”</p><p><blockquote>业务发展主管Kevin Kawasaki周四在与分析师举行的电话会议上表示：“我们一直投资公司。现在我们可以通过资产负债表来做到这一点。”“这是一个长期战略。”</blockquote></p><p> The shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.</p><p><blockquote>战略的转变是有代价的。第二季度每股亏损7美分。股票薪酬占很大一部分。</blockquote></p><p> Sales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.</p><p><blockquote>本季度的销售业绩令人鼓舞。Palantir公布截至6月份的收入为3.76亿美元，同比增长49%。</blockquote></p><p> Many government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.</p><p><blockquote>自去年以来，许多政府机构纷纷涌向Palantir，帮助他们分析Covid-19大流行。该公司表示，第二季度政府销售额保持健康，增长率为66%。第一季度为83%。</blockquote></p><p> The U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.</p><p><blockquote>美国国家核安全局、美国海岸警卫队、联邦航空管理局和美国疾病控制与预防中心都在第二季度签署了协议。“政府业务着火了，”首席运营官希亚姆·桑卡尔(Shyam Sankar)表示。</blockquote></p><p> Corporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.</p><p><blockquote>企业客户在Palantir收入中所占的比例较小，但在这方面的新努力似乎正在得到回报。第二季度美国商业部门的销售额增长了90%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182304144","content_text":"Palantir Technologies shares gain nearly 12% in early trading as raising sales forecast on strong government uptake.\nPalantir Technologies Inc. forecast sales of its data software will grow 33% in the third quarter, reflecting heightened demand from government agencies and that more companies are beginning to sign up.\nRevenue will be about $385 million in the period ending in September, the Denver-based company said in a statement Thursday. That exceeds the company’s previous outlook as well as an average of analysts’ estimates compiled by Bloomberg.\nPalantir has been recruiting an array of corporate allies with the goal of attracting new customers. It forged partnerships this year with International Business Machines Corp. and Fujitsu Ltd. to resell its technology and with Amazon Web Services to support it. Palantir also expanded its own sales team.\nThe search went even wider last month to include small companies. Palantir began selling its software through a monthly subscription to a handful of startups connected to former employees. The company also invested in a dozen startups and signed them up as customers, marking a reversal of its previous approach to only pursue large deals.\n“We’ve always invested in companies. Now we can do it with our balance sheet,” Kevin Kawasaki, the head of business development, said on a conference call with analysts Thursday. “This is a long-term strategy.”\nThe shifting strategy came at a cost. The second-quarter loss was 7 cents a share. Stock-based compensation accounts for a hefty portion.\nSales results in the quarter were encouraging. Palantir reported $376 million in revenue for the period that ended in June, up 49% from a year earlier.\nMany government agencies have flocked to Palantir since last year to help them analyze the Covid-19 pandemic. Government sales remained healthy in the second quarter at a growth rate of 66%, the company said. It was 83% in the first quarter.\nThe U.S. National Nuclear Security Administration, the U.S. Coast Guard, the Federal Aviation Administration and the U.S. Centers for Disease Control and Prevention all signed deals during the second quarter. “The government business is on fire,” said Shyam Sankar, the chief operating officer.\nCorporate customers make up a smaller pool of Palantir’s revenue, but renewed efforts there appear to be paying off. U.S. sales growth in the commercial segment was 90% in the second quarter.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148821843,"gmtCreate":1625968178582,"gmtModify":1631893321518,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","listText":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","text":"All these stocks looks promising. But it need a lot of cash and the risks are quite high. On the moderate side, maybe better just invest in ETFs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/148821843","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145201011,"gmtCreate":1626223873233,"gmtModify":1631893321494,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Market sentiment is crazy..&nbsp;[开心]&nbsp;","listText":"Market sentiment is crazy..&nbsp;[开心]&nbsp;","text":"Market sentiment is crazy.. [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145201011","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171836778,"gmtCreate":1626734825394,"gmtModify":1631891064781,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"The roller-coaster is going up. If you know what I mean&nbsp;[得意]&nbsp;","listText":"The roller-coaster is going up. If you know what I mean&nbsp;[得意]&nbsp;","text":"The roller-coaster is going up. If you know what I mean [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171836778","repostId":"1158140412","repostType":4,"repost":{"id":"1158140412","kind":"news","pubTimestamp":1626706707,"share":"https://www.laohu8.com/m/news/1158140412?lang=zh_CN&edition=full","pubTime":"2021-07-19 22:58","market":"us","language":"en","title":"Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158140412","media":"The Wall Street Journal","summary":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor ","content":"<p>  Company’s shares are up nearly 80% over the past year.  The post-pandemic boom in the semiconductor business has powered&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> into the top 10 U.S. public companies, joining the likes of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. and <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co.</p><p><blockquote>该公司股价在过去一年上涨了近80%。大流行后半导体业务的繁荣推动了<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>跻身美国十大上市公司行列<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司。</blockquote></p><p> Shares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.</p><p><blockquote>这家总部位于加州圣克拉拉的公司的股价在过去一年中上涨了近80%，市值约为4530亿美元。这超过了竞争对手intelcorp.andbroadcominc.combined。</blockquote></p><p> Nvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.</p><p><blockquote>Nvidia生产为游戏和加密货币挖掘提供支持的处理器。芯片股上涨的部分原因是大流行引发的全球半导体短缺，推高了从笔记本电脑到汽车等各种商品的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2dfc657a7a2e2a9bbe106b6235acdf\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/37536c1394d6d2abff0e5bf16fac38f7\" tg-width=\"743\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> One reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.</p><p><blockquote>分析师表示，英伟达表现出色的原因之一是其芯片的并行计算能力使其在人工智能性能和挖掘加密货币方面优于竞争对手。英伟达的图形处理器用于挖掘以太币，即使在最近的调整之后，加密货币的价值今年仍在飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7b124d7af03a69e8f3ff5c70dee93ee\" tg-width=\"755\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> That surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.</p><p><blockquote>这种激增加剧了游戏芯片的短缺。英伟达计划销售针对加密市场的卡，并采用技术调整来降低游戏处理器对矿工的用处。分析师还预计，英伟达将从使用其芯片导航交通或跟踪在线行为的科技和自动驾驶汽车公司那里获得提振。</blockquote></p><p> “The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava表示：“该公司是并行计算最大、最好的供应商。”“很难与之竞争。”</blockquote></p><p> While Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.</p><p><blockquote>分析师表示，虽然英伟达在数据中心行业占据优势，但竞争对手正在迎头赶上。最近加密货币的下滑也可能刺激矿商在二级市场上抛售芯片，就像2018年以太币收入下滑时所发生的那样。</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>Nvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</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\">\nNvidia Stock’s Surge Makes Chip Maker 10th-Biggest U.S. Listed Company<blockquote>英伟达股价飙升使芯片制造商成为美国第十大上市公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-19 22:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Company’s shares are up nearly 80% over the past year.  The post-pandemic boom in the semiconductor business has powered&nbsp;<a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> into the top 10 U.S. public companies, joining the likes of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc. and <a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> &amp; Co.</p><p><blockquote>该公司股价在过去一年上涨了近80%。大流行后半导体业务的繁荣推动了<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>跻身美国十大上市公司行列<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>公司。</blockquote></p><p> Shares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.</p><p><blockquote>这家总部位于加州圣克拉拉的公司的股价在过去一年中上涨了近80%，市值约为4530亿美元。这超过了竞争对手intelcorp.andbroadcominc.combined。</blockquote></p><p> Nvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.</p><p><blockquote>Nvidia生产为游戏和加密货币挖掘提供支持的处理器。芯片股上涨的部分原因是大流行引发的全球半导体短缺，推高了从笔记本电脑到汽车等各种商品的价格。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0a2dfc657a7a2e2a9bbe106b6235acdf\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/37536c1394d6d2abff0e5bf16fac38f7\" tg-width=\"743\" tg-height=\"521\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> One reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.</p><p><blockquote>分析师表示，英伟达表现出色的原因之一是其芯片的并行计算能力使其在人工智能性能和挖掘加密货币方面优于竞争对手。英伟达的图形处理器用于挖掘以太币，即使在最近的调整之后，加密货币的价值今年仍在飙升。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a7b124d7af03a69e8f3ff5c70dee93ee\" tg-width=\"755\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> That surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.</p><p><blockquote>这种激增加剧了游戏芯片的短缺。英伟达计划销售针对加密市场的卡，并采用技术调整来降低游戏处理器对矿工的用处。分析师还预计，英伟达将从使用其芯片导航交通或跟踪在线行为的科技和自动驾驶汽车公司那里获得提振。</blockquote></p><p> “The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava表示：“该公司是并行计算最大、最好的供应商。”“很难与之竞争。”</blockquote></p><p> While Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.</p><p><blockquote>分析师表示，虽然英伟达在数据中心行业占据优势，但竞争对手正在迎头赶上。最近加密货币的下滑也可能刺激矿商在二级市场上抛售芯片，就像2018年以太币收入下滑时所发生的那样。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11\">The Wall Street Journal</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":{"NVDA":"英伟达"},"source_url":"https://www.wsj.com/articles/nvidia-stocks-surge-makes-chip-maker-10th-biggest-u-s-listed-company-11626696001?mod=markets_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158140412","content_text":"Company’s shares are up nearly 80% over the past year.\n\nThe post-pandemic boom in the semiconductor business has powered NVIDIA Corp into the top 10 U.S. public companies, joining the likes of Apple Inc. and JPMorgan Chase & Co.\nShares of the Santa Clara, Calif., firm have risen nearly 80% over the past year, giving it a market value of around $453 billion. That is more than rivalsIntelCorp.andBroadcomInc.combined.\nNvidia makes processors that power gaming and cryptocurrency mining. Chip shares have risen in part thanks to a pandemic-inducedglobal shortage of semiconductorsthat has driven up the prices of everything from laptops to automobiles.\n\n\nOne reason for Nvidia’s outperformance, analysts say, is that its chips’ parallel-computing capabilities make them better than rivals’ for artificial-intelligence performance and mining cryptocurrencies. Nvidia’s graphics processors areused for mining ethereumand the cryptocurrency’s value has soared this year, even after a recent correction.\n\nThat surge has exacerbated the shortage of gaming chips. Nvidia plans to sell cards aimed at the crypto market and has employed technical adjustments to make gaming processors less useful to miners. Analysts also expect Nvidia to get a boost from tech and autonomous-vehicle companies using its chips to navigate traffic or track online behavior.\n“The company is the biggest and best supplier of parallel computing,” said Ambrish Srivastava, analyst at BMO Capital Markets. “It’s hard to compete against that.”\nWhile Nvidia has a leg up in the data-center industry, competitors are catching up, analysts said. The recent slide in crypto also could spur miners to dump their chips on the secondary market, as happened when a previous ethereum skidhit revenue in 2018.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":4090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143149856,"gmtCreate":1625784850775,"gmtModify":1631893321531,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","listText":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","text":"And so.. Due to panic, some of them starts selling. The more they sell, the further stock prices are going down. Fundamental investors should wait for a good entry point.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143149856","repostId":"1190124335","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157466041,"gmtCreate":1625611107983,"gmtModify":1631893321570,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Maybe can take advantage on a short term investment.&nbsp;","listText":"Maybe can take advantage on a short term investment.&nbsp;","text":"Maybe can take advantage on a short term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/157466041","repostId":"1189769697","repostType":4,"repost":{"id":"1189769697","kind":"news","pubTimestamp":1625579734,"share":"https://www.laohu8.com/m/news/1189769697?lang=zh_CN&edition=full","pubTime":"2021-07-06 21:55","market":"us","language":"en","title":"Nvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189769697","media":"Thestreet","summary":"Nvidia  shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a W","content":"<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p><p><blockquote>英伟达(<b>NVDA</b>）周二，另一位华尔街分析师将目标价上调至近1,000美元，原因是预计对用于游戏和挖掘加密货币的视频显卡和相关半导体的需求将持续强劲，股价上涨。</blockquote></p><p> Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p><p><blockquote>Keybanc分析师John Vinh将Nvidia的一年目标价从775美元上调至950美元，紧随BMO资本市场分析师Ambrish Srivastava的脚步，后者上周四将芯片titanto的目标价从华尔街高点1,000美元上调至975美元，并确认跑赢大盘评级。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p><p><blockquote>自英伟达公布第一季度业绩以来，分析师对该公司赞不绝口，由于所谓的超大规模数据中心需求强劲，该公司的业绩好于预期，其中包括对用于游戏和加密货币挖矿的显卡和芯片的需求。</blockquote></p><p> Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p><p><blockquote>甚至在此之前，分析师就在对英伟达游戏显卡的强劲需求中吹捧英伟达的业绩，该显卡在大流行期间激增，而居家订单提振了对视频游戏等家庭娱乐的需求，而持续的芯片短缺又加剧了这种情况。增加了芯片和卡本身的需求和价格。</blockquote></p><p> At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p><p><blockquote>与此同时，今年比特币、以太币和其他加密货币的价格飙升也刺激了需求。加密货币矿工使用图形处理单元（GPU）来挖掘比特币和以太币等货币。事实证明，英伟达去年推出的最新RTX 30系列特别受矿工欢迎。</blockquote></p><p> TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p><p><blockquote>《华尔街日报》的吉姆·克莱默(Jim Cramerer)在周二的《真钱》专栏中指出了看好英伟达的另一个原因：一项潜在的收购将进一步增强其业务。</blockquote></p><p> Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p><p><blockquote>具体来说，吉姆指出，监管机构允许该公司收购Arm Holdings的可能性越来越大，Arm Holdings是一家擅长手机和个人电脑的英国公司，这将增加其本已强劲的销售渠道，而该渠道的推动因素不仅仅是来自以太币矿工的需求。</blockquote></p><p> \"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p><p><blockquote>克莱默写道：“我相信你们中的一些人可能会认为英伟达更像是一家以太币公司，因为它的卡是用来挖掘加密货币的。”“事实上，这只是他们业务的一小部分，而且由不符合游戏规格的卡组成，如果你愿意的话，可以报废。”</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>Nvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gains on Another Analyst Price-Target Boost<blockquote>英伟达因分析师再次上调目标价而上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-06 21:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;(<b>NVDA</b>)&nbsp;shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.</p><p><blockquote>英伟达(<b>NVDA</b>）周二，另一位华尔街分析师将目标价上调至近1,000美元，原因是预计对用于游戏和挖掘加密货币的视频显卡和相关半导体的需求将持续强劲，股价上涨。</blockquote></p><p> Keybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.</p><p><blockquote>Keybanc分析师John Vinh将Nvidia的一年目标价从775美元上调至950美元，紧随BMO资本市场分析师Ambrish Srivastava的脚步，后者上周四将芯片titanto的目标价从华尔街高点1,000美元上调至975美元，并确认跑赢大盘评级。</blockquote></p><p> Analysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected&nbsp;amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.</p><p><blockquote>自英伟达公布第一季度业绩以来，分析师对该公司赞不绝口，由于所谓的超大规模数据中心需求强劲，该公司的业绩好于预期，其中包括对用于游戏和加密货币挖矿的显卡和芯片的需求。</blockquote></p><p> Even before then, analysts were&nbsp;touting Nvidia’s performance&nbsp;amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.</p><p><blockquote>甚至在此之前，分析师就在对英伟达游戏显卡的强劲需求中吹捧英伟达的业绩，该显卡在大流行期间激增，而居家订单提振了对视频游戏等家庭娱乐的需求，而持续的芯片短缺又加剧了这种情况。增加了芯片和卡本身的需求和价格。</blockquote></p><p> At the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.</p><p><blockquote>与此同时，今年比特币、以太币和其他加密货币的价格飙升也刺激了需求。加密货币矿工使用图形处理单元（GPU）来挖掘比特币和以太币等货币。事实证明，英伟达去年推出的最新RTX 30系列特别受矿工欢迎。</blockquote></p><p> TheStreet's&nbsp;Jim Cramerin his&nbsp;Real Money&nbsp;column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.</p><p><blockquote>《华尔街日报》的吉姆·克莱默(Jim Cramerer)在周二的《真钱》专栏中指出了看好英伟达的另一个原因：一项潜在的收购将进一步增强其业务。</blockquote></p><p> Specifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.</p><p><blockquote>具体来说，吉姆指出，监管机构允许该公司收购Arm Holdings的可能性越来越大，Arm Holdings是一家擅长手机和个人电脑的英国公司，这将增加其本已强劲的销售渠道，而该渠道的推动因素不仅仅是来自以太币矿工的需求。</blockquote></p><p> \"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"</p><p><blockquote>克莱默写道：“我相信你们中的一些人可能会认为英伟达更像是一家以太币公司，因为它的卡是用来挖掘加密货币的。”“事实上，这只是他们业务的一小部分，而且由不符合游戏规格的卡组成，如果你愿意的话，可以报废。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621\">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":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/investing/nvidia-nvda-keybanc-price-target-boost-070621","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189769697","content_text":"Nvidia (NVDA) shares gained on Tuesday after another Wall Street analyst lifted his price target to near $1,000 amid expectations of continued strong demand for video graphics cards and related semiconductors that are used for both gaming and mining cryptocurrencies.\nKeybanc analyst John Vinh lifted his one-year price target on Nvidia to $950 from $775, following in the footsteps of BMO Capital Markets analyst Ambrish Srivastava, who just last Thursdaylifted his own price target on the chip titanto a Wall Street high of $1,000 from $975 and affirmed an outperform rating.\nAnalysts have piled on the praise for Nvidia since the company’s first-quarter results,which came in better than expected amid strength in so-called hyperscale data center demand, which includes demand for its graphics cards and chips using for both gaming and crypto mining.\nEven before then, analysts were touting Nvidia’s performance amid strong demand for its gaming graphics cards, which surged through the pandemic and stay-at-home orders that boosted demand for at-home entertainment like video games, compounded by the ongoing chip shortage that has boosted demand - and prices -for the chips and the cards themselves.\nAt the same time, surging prices for Bitcoin, Ethereum and other cryptocurrencies this year also have fueled demand. Crypto miners use graphics processing units, or GPUs, to mine currencies such as Bitcoin and Ethereum. Nvidia’slatest RTX 30 series, launched last year, has proven particularly popular with miners.\nTheStreet's Jim Cramerin his Real Money column on Tuesdaynoted another reason to be bullish on Nvidia: a potential acquisition that will beef up its business even more.\nSpecifically, Jim pointed to the increasing likelihood that regulators will allow the company to buy Arm Holdings, a British company that excels in cellphones and personal computers, which will add to its already strong sales pipeline that has been driven by far more than just demand from Ethereum miners.\n\"I'm sure some of you might think that Nvidia is more of an Ethereum play, because its cards are used to mine the cryptocurrency,\" Cramer wrote. \"In reality, that's a tiny portion of their business and is made up of cards that aren't up to specification for gaming, scrap if you will.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176719683,"gmtCreate":1626915589042,"gmtModify":1631891064766,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming.&nbsp;[龇牙]&nbsp;","listText":"Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming.&nbsp;[龇牙]&nbsp;","text":"Chips industries will always have a strong demand in this digital Era. Hey.. 5G is coming. [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176719683","repostId":"2153401126","repostType":4,"isVote":1,"tweetType":1,"viewCount":3425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146953852,"gmtCreate":1626050793576,"gmtModify":1631893321506,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","listText":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","text":"Current imbalance in the labor market should not be overlooked. It holds a substantial growth factor on the near future economy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/146953852","repostId":"1172063633","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157464860,"gmtCreate":1625611353950,"gmtModify":1631893321559,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"A long article but definitely worth the read.&nbsp;","listText":"A long article but definitely worth the read.&nbsp;","text":"A long article but definitely worth the read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/157464860","repostId":"1153955441","repostType":2,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126240710,"gmtCreate":1624576974030,"gmtModify":1634004259077,"author":{"id":"3586740775948583","authorId":"3586740775948583","name":"MasF","avatar":"https://static.tigerbbs.com/1e22487cd6522f063a86483135a18f83","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586740775948583","authorIdStr":"3586740775948583"},"themes":[],"htmlText":"I wonder when this bullish trend&nbsp;will end.&nbsp;[思考]&nbsp;","listText":"I wonder when this bullish trend&nbsp;will end.&nbsp;[思考]&nbsp;","text":"I wonder when this bullish trend will end. [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/126240710","repostId":"2146023477","repostType":4,"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}