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2021-12-27

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2021-12-27

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COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>2022年初，新冠疫情上升将损害医疗科技公司和医疗保健提供商——高盛</blockquote>

2021-12-26

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

2021-12-25

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Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</blockquote>

2021-12-23

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SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</blockquote>

2021-12-22

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2021-12-16

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2021-12-16

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2021-12-15

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20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中20只股票走势</blockquote>

2021-12-15

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2021-12-10

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2021-12-10

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Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>

2021-12-08

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2021-12-05

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Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>

2021-12-04

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Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>

2021-12-03

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2021-11-09

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2021-11-09

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2021-11-05

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Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC投资和前沿技术推动人工智能巨头</blockquote>

2021-11-04

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09:37","market":"us","language":"en","title":"COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>2022年初，新冠疫情上升将损害医疗科技公司和医疗保健提供商——高盛</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198358760","media":"Seeking Alpha","summary":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay ","content":"<p><ul>  <li>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p><p><blockquote><ul><li>高盛（Goldman Sachs）的一组分析师认为，疫情的持续卷土重来可能会限制医院手术量的恢复，并将医疗技术手术的反弹至少推迟到2022年初。</li></ul></blockquote></p><p></li>  <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>  <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>  <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>  <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>  <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>  <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>  <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>  <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>  <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li> </ul></p><p><blockquote><li>以Asad Haider为首的分析师上周发布了2022年医疗保健投资组合的主题，警告称，随着病毒奥密克戎变种的兴起，可能至少还会出现一波COVID-19浪潮。</li><li>尽管“正常化”的时间表存在不确定性，但该团队认为该疾病有可能在中期内达到流行状态，使某些商业公司以及那些利用医院和程序的公司受益。</li><li>围绕这种情况对利用率的影响，分析师将注意力转向医疗技术、医疗保健提供和管理式医疗。</li><li>根据他们的说法，新冠肺炎病例的死灰复燃可能会损害2022年H1的手术量，并加剧护理短缺，这反过来可能会导致选择性手术放缓，并在2022年H2消退之前限制手术量的恢复。</li><li>分析师阿米特·哈赞(Amit Hazan)和团队写道：“预计相对表现不佳至少会持续到春季，届时人数的重置和医院限制的减少可能会促进经济复苏。”他们预测，到2022年中期，“疫苗、天然免疫、抗病毒药物和更好的新冠病毒整体管理经验应该会增加康复的可能性。”</li><li>与2021年初的预测相比，该银行避免模拟“由于被压抑的需求或积压，医疗技术手术量将反弹至高于新冠疫情前的趋势”。分析师预计，这些公司将在明年的初步预测中表明这一点，这意味着街头预测还有进一步下调的空间，据他们称，这可能是最后一次由新冠疫情引发的对医疗技术预测的修正。</li><li>高盛将Intuitive Surgical（纳斯达克股票代码：ISRG）添加到该公司的定罪名单中，理由是其多端口系统可能会在第一季度推出。这家达芬奇手术系统制造商与Becton Dickinson(NYSE：BDX)和Zimmer Biomet(NYSE：ZBH)一起成为该领域的顶级大盘股。然而，该公司对史赛克(NYSE：SYK)、美敦力(NYSE：MDT)、爱德华兹生命科学(NYSE：EW)和雅培(NYSE：ABT)的建设性态度较差。请参阅下图，比较上述部分股票在过去一年的表现。</li><li>根据Seeking Alpha Quant Ratings的数据，包括雅培(ABT)、美敦力(MDT)、Intuitive Surgical(ISRG)和Stryker(SYK)在内的大型医疗科技公司都没有看涨的前景。医院运营商HCA Healthcare（纽约证券交易所股票代码：HCA）是唯一一家获得看涨评级的大型医疗保健提供商。</li><li>与此同时，高盛指出了管理式医疗领域的有利背景。分析师认为，尽管由于劳动力限制和向低成本环境的转变，手术量持续受到限制，但该子行业的公司定价保守，这意味着延期护理和新冠疫情成本的回归。</li></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>COVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>2022年初，新冠疫情上升将损害医疗科技公司和医疗保健提供商——高盛</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\">\nCOVID uptick to hurt MedTech firms and healthcare providers in early 2022 - Goldman Sachs<blockquote>2022年初，新冠疫情上升将损害医疗科技公司和医疗保健提供商——高盛</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-25 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures&nbsp;at least through early 2022, a team of analysts from Goldman Sachs argues.</p><p><blockquote><ul><li>高盛（Goldman Sachs）的一组分析师认为，疫情的持续卷土重来可能会限制医院手术量的恢复，并将医疗技术手术的反弹至少推迟到2022年初。</li></ul></blockquote></p><p></li>  <li>Issuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.</li>  <li>Despite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.</li>  <li>Focusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.</li>  <li>According to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.</li>  <li>“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”</li>  <li>Contrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.</li>  <li>Goldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have&nbsp;performed over the past year.</li>  <li>According to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare&nbsp;provider with a Bullish rating.</li>  <li>Meanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.</li> </ul></p><p><blockquote><li>以Asad Haider为首的分析师上周发布了2022年医疗保健投资组合的主题，警告称，随着病毒奥密克戎变种的兴起，可能至少还会出现一波COVID-19浪潮。</li><li>尽管“正常化”的时间表存在不确定性，但该团队认为该疾病有可能在中期内达到流行状态，使某些商业公司以及那些利用医院和程序的公司受益。</li><li>围绕这种情况对利用率的影响，分析师将注意力转向医疗技术、医疗保健提供和管理式医疗。</li><li>根据他们的说法，新冠肺炎病例的死灰复燃可能会损害2022年H1的手术量，并加剧护理短缺，这反过来可能会导致选择性手术放缓，并在2022年H2消退之前限制手术量的恢复。</li><li>分析师阿米特·哈赞(Amit Hazan)和团队写道：“预计相对表现不佳至少会持续到春季，届时人数的重置和医院限制的减少可能会促进经济复苏。”他们预测，到2022年中期，“疫苗、天然免疫、抗病毒药物和更好的新冠病毒整体管理经验应该会增加康复的可能性。”</li><li>与2021年初的预测相比，该银行避免模拟“由于被压抑的需求或积压，医疗技术手术量将反弹至高于新冠疫情前的趋势”。分析师预计，这些公司将在明年的初步预测中表明这一点，这意味着街头预测还有进一步下调的空间，据他们称，这可能是最后一次由新冠疫情引发的对医疗技术预测的修正。</li><li>高盛将Intuitive Surgical（纳斯达克股票代码：ISRG）添加到该公司的定罪名单中，理由是其多端口系统可能会在第一季度推出。这家达芬奇手术系统制造商与Becton Dickinson(NYSE：BDX)和Zimmer Biomet(NYSE：ZBH)一起成为该领域的顶级大盘股。然而，该公司对史赛克(NYSE：SYK)、美敦力(NYSE：MDT)、爱德华兹生命科学(NYSE：EW)和雅培(NYSE：ABT)的建设性态度较差。请参阅下图，比较上述部分股票在过去一年的表现。</li><li>根据Seeking Alpha Quant Ratings的数据，包括雅培(ABT)、美敦力(MDT)、Intuitive Surgical(ISRG)和Stryker(SYK)在内的大型医疗科技公司都没有看涨的前景。医院运营商HCA Healthcare（纽约证券交易所股票代码：HCA）是唯一一家获得看涨评级的大型医疗保健提供商。</li><li>与此同时，高盛指出了管理式医疗领域的有利背景。分析师认为，尽管由于劳动力限制和向低成本环境的转变，手术量持续受到限制，但该子行业的公司定价保守，这意味着延期护理和新冠疫情成本的回归。</li></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://seekingalpha.com/news/3783326-covid-uptick-to-hurt-medtech-firms-and-healthcare-providers-in-early-2022-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198358760","content_text":"The ongoing resurgence of the pandemic could limit recovery in hospital procedure volumes and delay the rebound in MedTech procedures at least through early 2022, a team of analysts from Goldman Sachs argues.\nIssuing themes for portfolio set up in healthcare for 2022, the analysts led by Asad Haider warned last week that there could be at least one more COVID-19 wave with the rise of the Omicron variant of the virus.\nDespite the uncertainty over a timeline for the “normalization,” the team sees potential for the disease to reach endemic status in the intermediate term, benefitting certain commercial firms and those leveraged on hospitals and procedures.\nFocusing on the impact of such a scenario on utilization, the analysts turn their attention to MedTech, healthcare provision, and managed care.\nAccording to them, the resurgence of COVID-19 cases could hurt procedure volumes in H1 2022 and worsen the nursing shortages, which in turn could result in a slowdown in elective procedures and limit the recovery in surgery volumes before subsiding in H2 2022.\n“Expect relative underperformance to continue until at least the Spring, when a resetting of numbers and reduced hospital constraints could foster a recovery,” the analysts Amit Hazan and the team wrote. They predict that there could be more visibility by mid-2022 when “vaccines, natural immunity, antivirals and better overall management experience with Covid should increase the likelihood of recovery.”\nContrasting its projections in early 2021, the bank avoids modeling “MedTech procedure volumes to rebound to above pre-Covid trend due to pent-up demand or backlog.\" The analysts expect the companies to indicate this in their initial forecasts for next year implying further room for downward revisions in Street forecasts which, according to them, could be the last COVID-induced revision to MedTech estimates.\nGoldman Sachs added Intuitive Surgical(NASDAQ:ISRG)to the firm’s conviction list, citing a potential launch of its multiport system in the first quarter. The maker of da Vinci Surgical System stands alongside Becton Dickinson(NYSE:BDX)and Zimmer Biomet(NYSE:ZBH)as a top large-cap pick in the space. However, the firm is less constructive on Stryker(NYSE:SYK), Medtronic(NYSE:MDT), Edwards Lifesciences(NYSE:EW), and Abbott(NYSE:ABT). See the graph below to compare how some of the above stocks have performed over the past year.\nAccording to Seeking Alpha Quant Ratings, none of the large-cap MedTech companies, including Abbott (ABT), Medtronic (MDT), Intuitive Surgical (ISRG), and Stryker (SYK), have Bullish prospects. The hospital operator HCA Healthcare(NYSE:HCA)is the only large-cap healthcare provider with a Bullish rating.\nMeanwhile, Goldman Sachs cites a favorable backdrop in managed care space. Despite the ongoing limits to procedure volumes amid labor constraints and shift to low-cost settings, the companies in the subsector are conservatively priced, implying the return of deferred care and COVID costs, the analysts argue.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698468901,"gmtCreate":1640497163878,"gmtModify":1640497164166,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698468901","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的增长基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的增长基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9,"TSLA":0.9,"RIVN":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698267820,"gmtCreate":1640411700465,"gmtModify":1640411700738,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698267820","repostId":"1159652805","repostType":4,"repost":{"id":"1159652805","kind":"news","pubTimestamp":1640397611,"share":"https://www.laohu8.com/m/news/1159652805?lang=zh_CN&edition=full","pubTime":"2021-12-25 10:00","market":"us","language":"en","title":"Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159652805","media":"Renaissance Capital","summary":"Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday wi","content":"<p>Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.</p><p><blockquote>Forza X1是一家从Twin Vee PowerCats分拆出来的全电动船开发商，周四向SEC提交了首次公开募股的申请，筹集至多2900万美元。</blockquote></p><p> The company states that it&nbsp;aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.</p><p><blockquote>该公司表示，它的目标是成为首批开发和制造具有大众吸引力的全电动、价格实惠的船只之一。Forza X1专注于创造和实施船用电动汽车（“EV”）技术，利用专有的舷外电动机控制和驱动其电动船。它被认为是首批设计完全集成电动船的公司之一，包括船体、舷外电机和控制系统，用于大规模生产。迄今为止，Forza仅设计和制造了电动运动船的原型，尚未将其船只商业化，也没有出售任何船只。</blockquote></p><p> The Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol&nbsp;FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.</p><p><blockquote>金融时报。总部位于佛罗里达州皮尔斯的公司成立于2009年，计划在纳斯达克上市，股票代码为FRZA。ThinkEquity是该交易的唯一账簿管理人。没有披露定价条款。</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>Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</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\">\nElectric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</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\">2021-12-25 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.</p><p><blockquote>Forza X1是一家从Twin Vee PowerCats分拆出来的全电动船开发商，周四向SEC提交了首次公开募股的申请，筹集至多2900万美元。</blockquote></p><p> The company states that it&nbsp;aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.</p><p><blockquote>该公司表示，它的目标是成为首批开发和制造具有大众吸引力的全电动、价格实惠的船只之一。Forza X1专注于创造和实施船用电动汽车（“EV”）技术，利用专有的舷外电动机控制和驱动其电动船。它被认为是首批设计完全集成电动船的公司之一，包括船体、舷外电机和控制系统，用于大规模生产。迄今为止，Forza仅设计和制造了电动运动船的原型，尚未将其船只商业化，也没有出售任何船只。</blockquote></p><p> The Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol&nbsp;FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.</p><p><blockquote>金融时报。总部位于佛罗里达州皮尔斯的公司成立于2009年，计划在纳斯达克上市，股票代码为FRZA。ThinkEquity是该交易的唯一账簿管理人。没有披露定价条款。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89801/Electric-boat-developer-Forza-X1-files-for-a-$29-million-IPO\">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":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89801/Electric-boat-developer-Forza-X1-files-for-a-$29-million-IPO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159652805","content_text":"Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.\nThe company states that it aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.\nThe Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691429371,"gmtCreate":1640229639142,"gmtModify":1640229639366,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Go go go up up up","listText":"Go go go up up up","text":"Go go go up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691429371","repostId":"1108646940","repostType":4,"repost":{"id":"1108646940","kind":"news","pubTimestamp":1640227968,"share":"https://www.laohu8.com/m/news/1108646940?lang=zh_CN&edition=full","pubTime":"2021-12-23 10:52","market":"us","language":"en","title":"SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108646940","media":"InvestorPlace","summary":"SoFi's future bank charter and new platform additions will amplify growth to expand its margins in 2022.","content":"<p><div> Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it...</p><p><blockquote><div>金融科技初创公司SoFi Technologies（纳斯达克股票代码：SOFI）在与“SPAC之王”Chamath Palihapitiya的公司之一合并后于今年早些时候上市。尽管围绕SOFI股票引起了广泛关注，但它……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>SoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</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\">\nSoFi Has Plenty on its Plate to Excite Investors for Next Year<blockquote>SoFi明年有很多事情可以让投资者兴奋</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-23 10:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it...</p><p><blockquote><div>金融科技初创公司SoFi Technologies（纳斯达克股票代码：SOFI）在与“SPAC之王”Chamath Palihapitiya的公司之一合并后于今年早些时候上市。尽管围绕SOFI股票引起了广泛关注，但它……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/\">InvestorPlace</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":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://investorplace.com/2021/12/sofi-stock-has-plenty-on-its-plate-to-excite-investors-for-next-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108646940","content_text":"Fintech start-upSoFi Technologies(NASDAQ:SOFI) went public earlier this year after merging with one of ‘SPAC king’ Chamath Palihapitiya’s companies. Despite the massive buzz surrounding SOFI stock, it currently trades at $14.97, more than 47% lower than its 52-week high of $28.26. Regardless of the market’s concerns, SoFi has an incredible 2022 ahead which could quickly reverse its fortunes.\nDigitization has been the norm for virtually every industry, including finance. However, we’ve seen how the sector has been dominated by a handful of legacy companies who have significantly comprised customer convenience.\nSoFi Technologies attempts to break the mold by eradicating the boundaries between various financial services. In essence, it plans to become a neobank, a one-stop shop for all its customers’ financial services. The platform’s diverse ecosystem of services has resulted in spectacular user growth so far, a trend that is likely to grow much bigger in the coming years.\nSuper Growth so Far\nSoFi’s recent growth numbers are a testament to the impeccable execution of its strategy so far.Its product offerings grew 108% from the prior-year period in its third quarter. In the past few quarters, revenue growth rates have been in the triple-digit range. Moreover, member growth has also been impressive at 96% on a year-over-year basis, with a 65% sequential improvement in cross-selling.\nOn top of that, the third quarter was another profitable one for the company. It posted an adjusted EBITDA of $10.3 million due to higher revenues across all its operating segments. However, profitability was offset by increased spending.\nMuch of it is attributable to Galileo, a platform that could potentially add value to SoFi’s business in the future. Galileo’s robust infrastructure powers more than 90% of the digital banking in the United States. It has a strong moat which will enable SoFi to curb its risks and result in healthy gains for SOFI stock\nFurthermore, the management raised revenue forecasts for the full year to sweeten the report even more. They expect to finish the year with aplomb, with adjusted net revenue of $272 to $282 million. The range represents a healthy 49% to 55% increase year-over-year.\nThe Penultimate Bank Charter\nSoFi has been chasing a bank charter for a long time now, and it appears its search could be over soon. I expect it to get the green signal by the first half of next year, as Chief Executive Officer Andrew Noto remarked how the company was in the late stages of approval. It had applied for the charter in the summer of 2020, and a safe estimate for approval would be in the first and second quarters of 2022.\nIt’s important to understand how the charter would benefit the company in the long run. Loans are a critical element of the banking business, with SoFi having to underwrite its loans using third-party banks. Those banks, in turn, charge a hefty fee, which robs SoFi of bottom-line expansion. However, once it has a bank charter, things are likely to change significantly, as it would do its underwriting.\nAccording to SoFi’s management, by 2025 its EBITDA could improve by a healthy 25.5% with the charter. With stronger margins and more competitive pricing, the company can invest more in its business. Moreover, the higher margins will amplify its digital services, enabling it to solidify its position in the sector.\nBottom Line on SOFI Stock\nSoFi has been a disruptor in the fintech space and is poised to grow exponentially in the coming years. It has several growth catalysts, including its bank charter, which will significantly improve margins and cash flows in the future. On top of that, the higher margins will have a trickle-down effect on other parts of its business, enabling the company to expand its horizons even further.","news_type":1,"symbols_score_info":{"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":2460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691957474,"gmtCreate":1640130209197,"gmtModify":1640130209419,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691957474","repostId":"1156462747","repostType":4,"isVote":1,"tweetType":1,"viewCount":3214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690601819,"gmtCreate":1639660245605,"gmtModify":1639660245907,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690601819","repostId":"2191200910","repostType":4,"isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690609680,"gmtCreate":1639660148257,"gmtModify":1639660148257,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690609680","repostId":"2191559917","repostType":4,"isVote":1,"tweetType":1,"viewCount":3775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607578925,"gmtCreate":1639572281932,"gmtModify":1639572282169,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607578925","repostId":"1153534649","repostType":4,"repost":{"id":"1153534649","kind":"news","pubTimestamp":1639570541,"share":"https://www.laohu8.com/m/news/1153534649?lang=zh_CN&edition=full","pubTime":"2021-12-15 20:15","market":"us","language":"en","title":"20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中20只股票走势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153534649","media":"Benzinga","summary":"Gainers\n\nGalera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the","content":"<p><div> Gainers  Galera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the stock from Neutral to Buy and announced a $15 price target. Galera Therapeutics shares jumped ...</p><p><blockquote><div>在BTIG将该股评级从中性上调至买入并宣布15美元的目标价后，Galera Therapeutics，Inc.在盘前交易中上涨17.7%，至3.18美元。Galera Therapeutics股价上涨...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中20只股票走势</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\">\n20 Stocks Moving in Wednesday's Pre-Market Session<blockquote>周三盘前交易中20只股票走势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-15 20:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Gainers  Galera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the stock from Neutral to Buy and announced a $15 price target. Galera Therapeutics shares jumped ...</p><p><blockquote><div>在BTIG将该股评级从中性上调至买入并宣布15美元的目标价后，Galera Therapeutics，Inc.在盘前交易中上涨17.7%，至3.18美元。Galera Therapeutics股价上涨...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session\">Benzinga</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":{"UXIN":"优信"},"source_url":"https://www.benzinga.com/news/21/12/24616764/20-stocks-moving-in-wednesdays-pre-market-session","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153534649","content_text":"Gainers\n\nGalera Therapeutics, Inc. rose 17.7% to $3.18 in pre-market trading after BTIG upgraded the stock from Neutral to Buy and announced a $15 price target. Galera Therapeutics shares jumped around 96% on Tuesday after the company announced the primary endpoint met statistical significance in corrected topline efficacy data of Phase 3 ROMAN trial of avasopasem.\nSeaChange International, Inc. rose 16.6% to $1.76 in pre-market trading after the company reported better-than-expected Q3 results.\nCF Acquisition Corp. VI rose 11.5% to $12.55 in pre-market trading after Trump Media & Technology Group announced a partnership with Rumble. Rumble recently announced the execution of a definitive business combination agreement with CFVI.\nBiofrontera Inc. rose 9.8% to $6.04 in pre-market trading after dipping more than 19% on Tuesday.\nInpixon rose 8.9% to $0.73 in pre-market trading. Inpixon recently said its board has authorized review of strategic alternatives.\nEast Stone Acquisition Corporation rose 8.4% to $14.63 in pre-market trading after declining 26% on Tuesday.\nUxin Limited rose 8.3% to $1.82 in pre-market trading. Uxin reported second-quarter FY22 revenue growth of 353% year-on-year to RMB345.9 million ($53.7 million).\nMesoblast Limited rose 8.2% to $4.51 in pre-market trading. Mesoblast shares dropped around 28% on Tuesday after the company was notified by Novartis that it has chosen to terminate the agreement with Mesoblast prior to closing.\nBorr Drilling Limited rose 7.7% to $1.65 in pre-market trading after declining over 4% on Tuesday..\nLi-Cycle Holdings Corp. rose 6% to $11.50 in pre-market trading. Li-Cycle recently announced plans to increase hub facility's input processing capacity by over 40%.\nTuniu Corporation rose 5.7% to $1.02 in pre-market trading.\n\nLosers\n\nSidus Space, Inc. fell 14.1% to $10.47 in pre-market trading. Sidus Space shares jumped 144% on Tuesday after the company priced its IPO at $5 per share.\nAlzamend Neuro, Inc. fell 10.1% to $2.77 in pre-market trading after jumping 28% on Tuesday.\nIdera Pharmaceuticals, Inc. shares fell 9.8% to $0.7850 in pre-market trading.\nAdagio Therapeutics, Inc. fell 9.2% to $6.59 in pre-market trading after Stifel downgraded the stock from Buy to Hold and lowered the price target from $50 to $9. Adagio Therapeutics shares dipped 79% on Tuesday after the company said based on the in vitro findings related to Omicron, it plans to pause patient recruitment in its Phase 2/3 COVID-19 treatment trial at clinical sites in South Africa.\nMIND Technology, Inc. shares fell 7.9% to $1.64 in pre-market trading. MIND Technology shares gained 30% on Tuesday after the company reported it entered into a Cooperative Research and Development Agreement with the United States Navy's Naval Surface Warfare Center, Panama City Division.\nLegend Biotech Corporation shares fell 7.3% to $45.00 in pre-market trading after the company reported an offering of $300 million in ADSs.\nBeiGene, Ltd. fell 6.6% to $260.00 in pre-market trading. BeiGene reported authorisation of BRUKINSA (zanubrutinib) from the UK’s MHRA for the treatment of adults with Waldenström’s Macroglobulinemia in Great Britain.\nLivent Corporation fell 6.6% to $23.69 in pre-market trading. Goldman Sachs downgraded Livent from Neutral to Sell and announced a $23 price target.\nLeslie's, Inc. shares fell 5.6% to $20.33 in pre-market trading after the company reported an offering of 12.5 million shares of common stock via selling shareholders.","news_type":1,"symbols_score_info":{"CFVI":0.9,"BGNE":0.9,"UXIN":0.9}},"isVote":1,"tweetType":1,"viewCount":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607571020,"gmtCreate":1639572142461,"gmtModify":1639572142694,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607571020","repostId":"2191967035","repostType":4,"isVote":1,"tweetType":1,"viewCount":2989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605178276,"gmtCreate":1639137273700,"gmtModify":1639137327378,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605178276","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605173440,"gmtCreate":1639137072778,"gmtModify":1639137321309,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like...","listText":"Like...","text":"Like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605173440","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohu8.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利2022年的首选股票，因为这家科技巨头的市值接近3万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道：“强大、忠诚的客户群和即将推出的AR/VR产品相结合，使AAPL有望在2022年重新评级。”休伯蒂写道，苹果是摩根士丹利进入2022年“最喜欢的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发出看涨期权的两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>周四，苹果股价上涨0.2%，至175.47美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，它已经上涨了19%，超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>大摩认为，鉴于苹果约三分之一的毛利润来自该公司的服务部门，投资者应将其视为消费者和科技平台，而不是周期性硬件公司。Huberty写道，iPhone 13的需求将在短期内继续推动增长，2022年初的新产品发布将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权，理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>Ives周四在一份研究报告中写道：“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>Ives估计，尽管存在芯片短缺和供应链阻力，苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机，这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>Ives还预计，苹果将在2022年夏季左右推出AR头显“苹果眼镜”，这可能会使公司估值每股增加20美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“我们还认为，投资者需要从即将推出的新产品的可选性中正确嵌入价值，”她写道。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说，其中最主要的是，随着在家工作需求的减少，iPhone的销量将无法在2022年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务业的低增长，这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利，即使是这种风险看起来也不太可能。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利2022年的首选股票，因为这家科技巨头的市值接近3万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道：“强大、忠诚的客户群和即将推出的AR/VR产品相结合，使AAPL有望在2022年重新评级。”休伯蒂写道，苹果是摩根士丹利进入2022年“最喜欢的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发出看涨期权的两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>周四，苹果股价上涨0.2%，至175.47美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，它已经上涨了19%，超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>大摩认为，鉴于苹果约三分之一的毛利润来自该公司的服务部门，投资者应将其视为消费者和科技平台，而不是周期性硬件公司。Huberty写道，iPhone 13的需求将在短期内继续推动增长，2022年初的新产品发布将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权，理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>Ives周四在一份研究报告中写道：“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>Ives估计，尽管存在芯片短缺和供应链阻力，苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机，这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>Ives还预计，苹果将在2022年夏季左右推出AR头显“苹果眼镜”，这可能会使公司估值每股增加20美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“我们还认为，投资者需要从即将推出的新产品的可选性中正确嵌入价值，”她写道。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说，其中最主要的是，随着在家工作需求的减少，iPhone的销量将无法在2022年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务业的低增长，这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利，即使是这种风险看起来也不太可能。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602312848,"gmtCreate":1638971683854,"gmtModify":1638971780962,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602312848","repostId":"2189695656","repostType":4,"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608814429,"gmtCreate":1638678952346,"gmtModify":1638678952503,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608814429","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote></title>\n<style 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23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1,"symbols_score_info":{"SE":0.9,"GRAB":0.9}},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608071253,"gmtCreate":1638587328217,"gmtModify":1638587328378,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Wow...","listText":"Wow...","text":"Wow...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608071253","repostId":"1135581145","repostType":4,"repost":{"id":"1135581145","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":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</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{ 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}\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\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning 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21:40","market":"us","language":"en","title":"Palantir: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC投资和前沿技术推动人工智能巨头</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148829002","media":"Seeking Alpha","summary":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的SPAC投资组合为该公司提供了投资价值数十亿美元的行业的早期机会，从长远来看，这将带来巨大的上涨空间。</li><li>Apollo for Edge AI使政府和商业客户能够在各种条件和环境下大规模运营AI。</li><li>将Day 0公司和Foundry for Builders初创企业纳入其中，使Palantir能够采用SaaS模式，从而提供额外的经常性收入，同时释放跨细分市场的额外商机。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队的韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立；2003年，内森·格廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 3个平台的快速总结：Gotham、Foundry和Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、抗击传染病、赢得战争和防止平民犯罪。Palantir通常也将它们称为政府的操作系统。据传，哥谭软件被用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。一些一直与Foundry合作的公司包括BP，利用技术减少温室气体排放，以及3 M，后者选择扩大对Palantir Foundry平台的使用，以支持其数字化转型，并构建动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo是一个持续交付系统，用于管理和部署Palantir Gotham和Foundry。它是基于客户使用多个公共和私有云平台作为其基础架构一部分的需求而构建的。Apollo允许Palantir在各种地形、环境和场景中提供软件即服务（SaaS），从而在云、内部和机密网络中轻松使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩展的部件。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据Palantir 8月份最新的收益看涨期权成绩单，Apollo被称为他们的“秘密优势”，它允许团队将SaaS产品带到蓝海部署领域，例如无人机、潜艇、卫星、机密网络和内部部署，而不会损失集中管理的SaaS解决方案的效率和可扩展性。拥有这样做的灵活性还可以实现正确的部署，并提高热衷于与Palantir合作的公司的接受率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入研究Palantir SPAC投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据Palantir最新的10-Q报告，Palantir已对10家不同公司进行了总计2.5亿美元的投资。还有人强调，有特定的条款和条件，这些投资的完成取决于被投资方和其他方之间拟议的业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资策略包括承诺的商业服务和与各公司的协议，并使Palantir在增长其总目标市场(TAM)、限制其下行空间以及一旦它们在Palantir的系统中根深蒂固，就可能带来爆炸性的上行增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网汽车数据领域的全球领导者。该公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的流量和旅程见解，供商业用户利用。组织——从公共部门交通部门到房地产公司，再到车队和物流公司等等——可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Wejo官网</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo和Palantir希望为汽车行业及其他行业的合作伙伴关系创建一个集成的数据生态系统。这是通过Palantir对Wejo的投资（通过他们与Virtuoso Acquisition Corp.（纳斯达克：VOSO）合并的协议）。通过他们联合发布的新闻稿，Wejo每天在1100万辆实时车辆的网络中近乎实时地收集和分析超过160亿个数据点，联网车辆有超过10万亿个数据点和480亿次旅程。与Palantir铸造平台的合作还开启了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆实时车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将Wejo强大的数据资产与Palantir代工厂的力量相结合，以解锁一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将重点支持但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些数据进一步了解和释放潜力，从而实现新的解决方案、机会和加速增长。这方面的一个例子是能够有效地为移动保险计划定价，因为数据点已经在各个驾驶周期中进行了整理。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人公司</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics计划进行价值13亿美元的SPAC交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备帮助人们用机械肢体和支撑移动重物，减少工作场所伤害，并允许体力劳动能力较差的员工在没有帮助的情况下执行举起机场行李和制造部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir达成协议，公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司Guardian商业化后提供机器人即服务的一个组成部分®XO和XT机器人。作为回报，Palantir将通过上市SPAC工具投资2100万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁Sarcos机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如Sarcos首席执行官Ben Wolff在接受Benzinga采访时提到的那样，此次合作的主要要点和好处是Sarcos现在能够监控和评估来自其机器的数据。Sarcos构建的机器人即服务模型是增加劳动力的下一代劳动力单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir的作用至关重要，因为它是监控和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant的使命是通过将每一次低效率视为一次机会来改善向患者提供的医疗保健。Roivant通过以创造性的方式构建技术和培养人才，利用Roivant平台推出“Vants”——灵活且专注的生物制药和健康技术公司，从而更快地开发变革性药物。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant和Palantir之间的合作</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir在一轮私人融资中向SPAC投资了3000万美元，Roivant Sciences将在五年内支付3900万美元，用于协议下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir能够扩大其在药物发现和开发领域的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并构建真实世界的证据能力来支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，它只会被证明是更大的好处，因为能够做出更好的决策，这将为人类带来净积极成果，因为数据能够得到更高效和有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity是一家临床阶段的生物技术公司，开发现成的胎盘来源的同种异体细胞疗法，包括基因修饰和未修饰的NK细胞、工程T细胞（包括CAR-T细胞）和间充质样贴壁基质细胞（ASC），靶向适应症跨越癌症、免疫学、感染性和退行性疾病。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity通过与GX Acquisition Corp：（纳斯达克股票代码：GXGX）的SPAC交易上市，该公司估值为17亿美元。合并后，该公司宣布Palantir将成为Palantir投资2000万美元的公司的投资者和合作伙伴，他们将在5年内提供价值4000万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这种多年战略合作伙伴关系将使Celularity能够利用Palantir的Foundry AI平台和Celularity必须加速和推进细胞疗法的当前深度数据集。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对Celularity的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如Palantir首席运营官Shyam Sankar所分享的那样，Celularity的细胞治疗方法及其在胎盘细胞技术领域的变革潜力与Palantir能够提供的数据分析能力相结合。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够生成有意义的临床见解，这使组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>Celularity董事长兼首席执行官Robert J.Hariri还分享说，Palantir平台能够对与制造和临床中细胞的基因组学、分泌组学、表观遗传学和生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推断提供了基础，并能够实现创造细胞医学下一次发展的综合目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML模块on Edge</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将注意力和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使其对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈以循环的方式不断改进它们来实现这一目标。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微观模型。微观模型有助于将目标分解为最小的有用任务，并部署模型来解决这些任务。然后Palantir软件将这些模型链接在一起。在链接过程中，该平台将一个模型的输出标准化，以便它们可以成为下游模型的输入，为高级互连工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir的Edge AI–允许软件在极端地形和条件下的适用性</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir在Palantir Foundry中负责任的AI/ML方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，最有效的方式是当人类能够理解某些行为背后的知识和基础时，这样他们就能够提出复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI是Palantir的AI编排和传感器融合引擎，可在断开连接的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge Ai重量极轻且节能，可将人工智能应用于无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>打开Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>深入研究白皮书，我们发现了几个因素，这些因素凸显了Palantir平台服务的关键任务和重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩到分析中，并将数据集解压缩到有价值的分析中。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云中进行处理，并且报告最准确的分析至关重要。这些瞬间的决策过程将为这些组织带来竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的领域、地形和条件下不可或缺。它还通过持续聚合和分析在这些条件下产生的数据来创造更多价值。这增加了其自身与消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>Palantir通常是任务关键型的，专为时间和效率至关重要的情况而构建。跨无人机、飞机、船舶、机器人、建筑物和卫星等交通工具以各种低带宽、低功耗格式和条件上网的能力使其极其有价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立强大的销售和营销团队。过去十年为打造优质产品和训练有素的技术能力而投入的质量和时间得到了回报，他们现在已准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司(IBM)、富士通有限公司和BP等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司进入中小型企业(SMB)类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir继续保持持续增长，第二季度总收入同比增长49%至3.76亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了增加直销队伍和扩大分销渠道之外，Palantir还从高度定制、耗时的部署模式转向了稍微更加标准化的模式。这使得商业合作伙伴可以轻松加入，随着部署和履行的效率提高，周转时间也可以减少，这种转变也减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2的财报看涨期权中，COO Sankar还提到，公司进一步雇佣了更多的销售代表，第二季度增加了60多名员工。这超过了今年上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir第二季度净新增20名新客户，第二季度商业客户数量增长32%。第二季度的合同总价值也超过9亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir的立场也发生了变化，过去首席执行官亚历克斯·卡普(Alex Karp)曾提到，公司的技术足以推销自己，公司里的每个人都是工程师，团队中没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司对其销售团队的认可和演变来看，也表明Alex Karp认为Palantir的产品已经做好了大规模规模化和增长的准备。众所周知的“火上浇油”就是最好的代表，这些额外的销售人员将使整体市场采用有利于Palantir。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第0天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权中，高管团队提到，他们还将进一步关注第0天公司，以便为公司提供额外的商业拓展，并扩大Palantir的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官·桑卡尔的话：“我们正在通过foundry for Builders让更多的第0天公司能够使用Foundry，这是一项支持早期公司使用Foundry的计划，允许这些公司从一开始就在Foundry上建立业务，使他们不仅能够有效地管理，而且实际上能够利用其不断增长的业务的日益复杂性来颠覆现有企业并赢得市场。虽然竞争对手因传统IT投资和对内部重新发明每个轮子的痴迷而陷入困境，但这些公司没有IT目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第0天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir管理层还表示，通过识别这些第0天公司或处于解决巨大问题前沿的创新公司，Palantir可以缩短时间表，因为这些公司中的大多数都能够灵活且适应性强。他们拥有解决巨大问题的专注愿景和雄心，也能够完成Palantir并与之密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司可以让Palantir通过与他们合作并实现他们的目标和目的而获得先发优势。这创造了一种长期的合作伙伴关系，双方同时受益，Palantir能够进一步将其收益和资本再投资到这些公司，从而产生飞轮效应，从而为未来带来更多的股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders计划于7月启动，旨在通过为早期公司提供Palantir Foundry平台来进一步支持这些公司的发展。该平台通过为组织的数据创建一个中央操作系统来改变组织的运行方式，该操作系统旨在随着复杂性的增加而扩展，同时支持数据驱动的决策。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了提高这些初创企业的可访问性，Palantir以订阅模式许可了Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir与政府、大型企业和跨国公司的商业模式是签订价值数百万美元的多年期协议。该等合约于届满前续期。这些较小公司的加入使Palantir拥有了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的提高，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自己的估计，摘自10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对2021年至2025年30%的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于FCF百分比利润率，我们根据几个参考点进行了建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>根据自由现金流的30倍价格，估计内在价值约为11.83美元。如果我们使用自由现金流的40倍价格，则估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们在即将到来的季度收益中要注意的几个关键领域是：(1)提高利润率，(2)如果增长率按照管理层的指导逐渐下降，或者在未来几个季度继续保持在40%以上，(3)SPAC投资如何上线，以及是否有任何我们应该注意的现金拖累，(4)股权激励(SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>Palantir多年来不断发展其商业模式。从极度专注于政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂”计划也让较小的公司有机会与较大的企业同场竞技。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴继续扩大规模，他们可能会有更多的服务要求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续监控这些特殊目的收购公司投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司没有继续表现，Palantir的战略将是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有该公司股份的投资者，我的观点是将这些视为看涨期权期权，甚至认为Palantir正在拿出超额留存收益来投资令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为10-50的投资者，那么拥有股票的Palantir将受益匪浅。有一点是肯定的，那就是信任管理团队继续寻找合适的业务伙伴和合作伙伴非常重要。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域来获得优势。通过这些见解，他们能够不断执行并将类似行业的其他公司引入他们的平台。通过向中小型企业开放，Palantiris还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有该股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术使Palantir能够保持相关性并建立进一步的关系，以解决世界各地更大的问题！</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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC投资和前沿技术推动人工智能巨头</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; 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}\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: AI Juggernaut Boosted By SPAC Investments And Frontier Technologies<blockquote>Palantir：SPAC投资和前沿技术推动人工智能巨头</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.</li>  <li>Apollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.</li>  <li>Inclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的SPAC投资组合为该公司提供了投资价值数十亿美元的行业的早期机会，从长远来看，这将带来巨大的上涨空间。</li><li>Apollo for Edge AI使政府和商业客户能够在各种条件和环境下大规模运营AI。</li><li>将Day 0公司和Foundry for Builders初创企业纳入其中，使Palantir能够采用SaaS模式，从而提供额外的经常性收入，同时释放跨细分市场的额外商机。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> This article is contributed by Han Jie from the Superstocks Seekers team.</p><p><blockquote>本文由Superstocks Seekers团队的韩杰供稿。</blockquote></p><p> <b>Business Overview:</b></p><p><blockquote><b>业务概况：</b></blockquote></p><p> Palantir Technologies(NYSE:PLTR)&nbsp;is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.</p><p><blockquote>Palantir Technologies（纽约证券交易所股票代码：PLTR）是一家专门从事大数据分析的美国软件公司。它由彼得·泰尔和亚历克斯·卡普以及其他3位创始人共同创立；2003年，内森·格廷斯、乔·朗斯代尔和斯蒂芬·科恩。该公司于2020年在纽约证券交易所（NYSE）上市。</blockquote></p><p> Palantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.</p><p><blockquote>Palantir利用机器学习和数据分析算法来识别、预测和报告结论和结果。通过收集的这些数据，然后对其进行处理和分析，得出有意义的模式和联系，以便做出运营决策和预测结果。</blockquote></p><p> A quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.</p><p><blockquote>Palantir 3个平台的快速总结：Gotham、Foundry和Apollo。</blockquote></p><p> <b>Gotham</b></p><p><blockquote><b>哥谭市</b></blockquote></p><p> Gotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that&nbsp;Gotham software&nbsp;is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.</p><p><blockquote>哥谭市被政府情报机构、卫生组织、军队和警察部门用来打击恐怖主义、抗击传染病、赢得战争和防止平民犯罪。Palantir通常也将它们称为政府的操作系统。据传，哥谭软件被用于抓捕奥萨马·本·拉登和美国武装部队领导的其他反恐行动。</blockquote></p><p> <b>Foundry</b></p><p><blockquote><b>铸造厂</b></blockquote></p><p> Foundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are&nbsp;BP, for the use of technology to cut greenhouse-gas emissions and&nbsp;3M&nbsp;which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.</p><p><blockquote>Foundry专为商业组织量身定制，用于收集、处理和分析数据，以高效地做出更好的运营决策。它们被称为组织的数据操作系统。一些一直与Foundry合作的公司包括BP，利用技术减少温室气体排放，以及3 M，后者选择扩大对Palantir Foundry平台的使用，以支持其数字化转型，并构建动态供应链。</blockquote></p><p> <b>Apollo</b></p><p><blockquote><b>阿波罗</b></blockquote></p><p> Apollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.</p><p><blockquote>Apollo是一个持续交付系统，用于管理和部署Palantir Gotham和Foundry。它是基于客户使用多个公共和私有云平台作为其基础架构一部分的需求而构建的。Apollo允许Palantir在各种地形、环境和场景中提供软件即服务（SaaS），从而在云、内部和机密网络中轻松使用和部署。阿波罗是能够安全地将铸造厂和哥谭市结合在一起并扩展的部件。</blockquote></p><p> Based on Palantir’s latest&nbsp;earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.</p><p><blockquote>根据Palantir 8月份最新的收益看涨期权成绩单，Apollo被称为他们的“秘密优势”，它允许团队将SaaS产品带到蓝海部署领域，例如无人机、潜艇、卫星、机密网络和内部部署，而不会损失集中管理的SaaS解决方案的效率和可扩展性。拥有这样做的灵活性还可以实现正确的部署，并提高热衷于与Palantir合作的公司的接受率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/679d83f8c804fa10865ec0ee5cc698a0\" tg-width=\"1280\" tg-height=\"849\" width=\"100%\" height=\"auto\"><span>Source: Palantir Blog</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir博客</span></p></blockquote></p><p> <b>Understanding and taking a Deeper Dive into Palantir SPAC Investments:</b></p><p><blockquote><b>了解并深入研究Palantir SPAC投资：</b></blockquote></p><p> Based on Palantir’s most recent&nbsp;10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.</p><p><blockquote>根据Palantir最新的10-Q报告，Palantir已对10家不同公司进行了总计2.5亿美元的投资。还有人强调，有特定的条款和条件，这些投资的完成取决于被投资方和其他方之间拟议的业务合并。</blockquote></p><p> This investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.</p><p><blockquote>这一投资策略包括承诺的商业服务和与各公司的协议，并使Palantir在增长其总目标市场(TAM)、限制其下行空间以及一旦它们在Palantir的系统中根深蒂固，就可能带来爆炸性的上行增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cce4fc1fe02281b39331ffb8100602b\" tg-width=\"904\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Palantir’s 10-Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir的10-Q</span></p></blockquote></p><p> <b>Wejo</b></p><p><blockquote><b>韦乔</b></blockquote></p><p></p><p> Wejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio&nbsp;which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.</p><p><blockquote>Wejo是联网汽车数据领域的全球领导者。该公司提供交易平台和基于网络的SaaS平台；Wejo Studio分析来自数百万辆联网车辆的数据，并将数十亿个数据点近乎实时地转化为改变游戏规则的流量和旅程见解，供商业用户利用。组织——从公共部门交通部门到房地产公司，再到车队和物流公司等等——可以更深入地了解移动趋势，使他们能够更快地做出更明智的决策，更有效地创新和解决问题。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/21c4f01a05d0bce8886dc1bae5d86572\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d36dc9626c4b5196cf77419268e42710\" tg-width=\"1280\" tg-height=\"625\" width=\"100%\" height=\"auto\"><span>Source: Wejo’s official site</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Wejo官网</span></p></blockquote></p><p> Wejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released&nbsp;press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.</p><p><blockquote>Wejo和Palantir希望为汽车行业及其他行业的合作伙伴关系创建一个集成的数据生态系统。这是通过Palantir对Wejo的投资（通过他们与Virtuoso Acquisition Corp.（纳斯达克：VOSO）合并的协议）。通过他们联合发布的新闻稿，Wejo每天在1100万辆实时车辆的网络中近乎实时地收集和分析超过160亿个数据点，联网车辆有超过10万亿个数据点和480亿次旅程。与Palantir铸造平台的合作还开启了一系列多样化的用例，这些用例将在全球范围内造福社会。</blockquote></p><p> <b>Palantir and Wejo’s Partnership in the Automotive Industry</b></p><p><blockquote><b>Palantir与Wejo在汽车行业的合作</b></blockquote></p><p> Wejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The&nbsp;partnership&nbsp;aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.</p><p><blockquote>Wejo每天在1100万辆实时车辆的网络中近乎实时地收集和分析超过160亿个数据点。此次合作旨在将Wejo强大的数据资产与Palantir代工厂的力量相结合，以解锁一系列多样化的用例，从而在更大范围内造福社会。</blockquote></p><p> The partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.</p><p><blockquote>双方的合作将重点支持但不限于：交通和保险解决方案、远程诊断、综合支付、广告、零售和物流、减少排放、改善车辆安全措施、与城市规划者合作设计弹性智能城市、自动驾驶等。</blockquote></p><p> Through&nbsp;connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.</p><p><blockquote>通过联网车辆数据，Palantir能够将收集的数据点转化为可操作的情报，驾驶员和原始设备制造商可以利用这些数据进一步了解和释放潜力，从而实现新的解决方案、机会和加速增长。这方面的一个例子是能够有效地为移动保险计划定价，因为数据点已经在各个驾驶周期中进行了整理。</blockquote></p><p> Therefore, this partnership will improve the overall transportation system and experience for all related parties.</p><p><blockquote>因此，这种伙伴关系将改善所有相关方的整体运输系统和体验。</blockquote></p><p> <b>Sarcos Robotics</b></p><p><blockquote><b>萨科斯机器人公司</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d11ea04317fb51ee7e4a31508bfe84bc\" tg-width=\"1280\" tg-height=\"854\" width=\"100%\" height=\"auto\"><span>Source: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Sarcos Robotics计划进行价值13亿美元的SPAC交易</span></p></blockquote></p><p> Sarcos(NASDAQ:STRC)&nbsp;develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.</p><p><blockquote>Sarcos（纳斯达克股票代码：STRC）开发用于非重复性任务的机器人系统，旨在提高工业和军事工人的生产力。其可穿戴设备帮助人们用机械肢体和支撑移动重物，减少工作场所伤害，并允许体力劳动能力较差的员工在没有帮助的情况下执行举起机场行李和制造部件等任务。</blockquote></p><p> <b>Robots as a Service</b></p><p><blockquote><b>机器人即服务</b></blockquote></p><p> On April 4, 2021, the&nbsp;Company entered into an agreement with Palantir&nbsp;in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.</p><p><blockquote>2021年4月4日，该公司与Palantir达成协议，公司将承诺在未来六年内使用Palantir的软件和服务，总额为4200万美元。该软件和服务是该公司计划在公司Guardian商业化后提供机器人即服务的一个组成部分®XO和XT机器人。作为回报，Palantir将通过上市SPAC工具投资2100万美元。</blockquote></p><p> <b>Unlocking data in Sarcos’s Robots</b></p><p><blockquote><b>解锁Sarcos机器人中的数据</b></blockquote></p><p> As mentioned by Ben Wolff, CEO ofSarcosduring a&nbsp;Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.</p><p><blockquote>正如Sarcos首席执行官Ben Wolff在接受Benzinga采访时提到的那样，此次合作的主要要点和好处是Sarcos现在能够监控和评估来自其机器的数据。Sarcos构建的机器人即服务模型是增加劳动力的下一代劳动力单位。</blockquote></p><p> Palantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.</p><p><blockquote>Palantir的作用至关重要，因为它是监控和评估数据以及做出重大决策的基础。</blockquote></p><p> <b>Roivant Sciences</b></p><p><blockquote><b>Roivant科学</b></blockquote></p><p> Roivant Sciences(NASDAQ:ROIV)&nbsp;is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.</p><p><blockquote>Roivant Sciences（纳斯达克股票代码：ROIV）是一家专注于将技术应用于药物开发的医疗保健公司。Roivant建立子公司生物技术和医疗保健技术公司。</blockquote></p><p></p><p> Roivant’s&nbsp;mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.</p><p><blockquote>Roivant的使命是通过将每一次低效率视为一次机会来改善向患者提供的医疗保健。Roivant通过以创造性的方式构建技术和培养人才，利用Roivant平台推出“Vants”——灵活且专注的生物制药和健康技术公司，从而更快地开发变革性药物。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65873c2987316e1a8322f4b39ba624db\" tg-width=\"1280\" tg-height=\"706\" width=\"100%\" height=\"auto\"><span>Source: Swiss Biotech</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：瑞士生物技术</span></p></blockquote></p><p> <b>A partnership between Roivant and Palantir</b></p><p><blockquote><b>Roivant和Palantir之间的合作</b></blockquote></p><p> Palantir has invested $30 million in a private financing round into the&nbsp;SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.</p><p><blockquote>Palantir在一轮私人融资中向SPAC投资了3000万美元，Roivant Sciences将在五年内支付3900万美元，用于协议下的产品和服务订阅合同。</blockquote></p><p> Through this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.</p><p><blockquote>通过此次合作，Palantir能够扩大其在药物发现和开发领域的影响力。与Palantir在健康科学行业支持的其他战略合作伙伴一起，Palantir能够与开发合作伙伴共享试验数据，并构建真实世界的证据能力来支持关键疾病领域。随着在这一领域建立更多的战略伙伴关系，它只会被证明是更大的好处，因为能够做出更好的决策，这将为人类带来净积极成果，因为数据能够得到更高效和有效的分析，从而挽救更多的生命。</blockquote></p><p> <b>Celularity</b></p><p><blockquote><b>细胞性</b></blockquote></p><p> Celularity&nbsp;is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.</p><p><blockquote>Celularity是一家临床阶段的生物技术公司，开发现成的胎盘来源的同种异体细胞疗法，包括基因修饰和未修饰的NK细胞、工程T细胞（包括CAR-T细胞）和间充质样贴壁基质细胞（ASC），靶向适应症跨越癌症、免疫学、感染性和退行性疾病。</blockquote></p><p> Celularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.</p><p><blockquote>Celularity通过与GX Acquisition Corp：（纳斯达克股票代码：GXGX）的SPAC交易上市，该公司估值为17亿美元。合并后，该公司宣布Palantir将成为Palantir投资2000万美元的公司的投资者和合作伙伴，他们将在5年内提供价值4000万美元的代工服务。</blockquote></p><p> This multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.</p><p><blockquote>这种多年战略合作伙伴关系将使Celularity能够利用Palantir的Foundry AI平台和Celularity必须加速和推进细胞疗法的当前深度数据集。</blockquote></p><p> <b>The Value by Palantir to Celularity</b></p><p><blockquote><b>Palantir对Celularity的价值</b></blockquote></p><p> As shared by&nbsp;Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.</p><p><blockquote>正如Palantir首席运营官Shyam Sankar所分享的那样，Celularity的细胞治疗方法及其在胎盘细胞技术领域的变革潜力与Palantir能够提供的数据分析能力相结合。</blockquote></p><p> Through Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.</p><p><blockquote>通过Palantir，能够生成有意义的临床见解，这使组织能够加速生命科学研究，并使数据驱动的推理能够指导科学研究。</blockquote></p><p> Robert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.</p><p><blockquote>Celularity董事长兼首席执行官Robert J.Hariri还分享说，Palantir平台能够对与制造和临床中细胞的基因组学、分泌组学、表观遗传学和生物性能相关的大型复杂数据集进行深入分析。</blockquote></p><p> The partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.</p><p><blockquote>两家公司之间的合作伙伴关系为将数据转化为可以指导研发计划的推断提供了基础，并能够实现创造细胞医学下一次发展的综合目标。</blockquote></p><p> <b>Next Growth Driver: Palantir AI/ML Modules on Edge</b></p><p><blockquote><b>下一个增长动力：Palantir AI/ML模块on Edge</b></blockquote></p><p> As global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these&nbsp;AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.</p><p><blockquote>随着全球行业和公司将注意力和重点转移到构建人工智能和机器学习模块上，重要的是要明白，除了构建之外，能够随着时间的推移管理模型并使其对下游运营有用也很重要。Palantir通过在值得信赖的数据基础上部署这些AI/ML模型，并根据用户决策和反馈以循环的方式不断改进它们来实现这一目标。</blockquote></p><p> <b>Interconnected Micro Models Ecosystem</b></p><p><blockquote><b>互联微模型生态系统</b></blockquote></p><p> Palantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.</p><p><blockquote>Palantir开创了一种全新的企业建模方法，称为微观模型。微观模型有助于将目标分解为最小的有用任务，并部署模型来解决这些任务。然后Palantir软件将这些模型链接在一起。在链接过程中，该平台将一个模型的输出标准化，以便它们可以成为下游模型的输入，为高级互连工作流提供动力。</blockquote></p><p> <b>Palantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions</b></p><p><blockquote><b>Palantir的Edge AI–允许软件在极端地形和条件下的适用性</b></blockquote></p><p> Palantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.</p><p><blockquote>Palantir在Palantir Foundry中负责任的AI/ML方法反映了增强人类智能而不是取代人类智能的基本信念。通过算法，最有效的方式是当人类能够理解某些行为背后的知识和基础时，这样他们就能够提出复杂的问题，解释答案，并根据结果采取行动。</blockquote></p><p></p><p> Palantir Edge AI&nbsp;is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.</p><p><blockquote>Palantir Edge AI是Palantir的AI编排和传感器融合引擎，可在断开连接的远程端点上运行。它支持使用实时传感器、无线电、声学、地理配准和时间序列数据的硬件模型的自主决策。Palantir Edge Ai重量极轻且节能，可将人工智能应用于无人机、车辆、建筑物、石油钻井平台、飞机、船舶、风力涡轮机、机器人、卫星等。</blockquote></p><p> <b>Unpacking the Technical White Paper by Palantir on Edge AI</b></p><p><blockquote><b>打开Palantir关于Edge AI的技术白皮书</b></blockquote></p><p> Diving into the&nbsp;White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.</p><p><blockquote>深入研究白皮书，我们发现了几个因素，这些因素凸显了Palantir平台服务的关键任务和重要性。通过来自边缘各种物联网传感器的大量集体数据，Palantir能够将这些数据解压缩到分析中，并将数据集解压缩到有价值的分析中。</blockquote></p><p> Time dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.</p><p><blockquote>时间依赖性也是一个核心标准，因为这些数据被移动到云中进行处理，并且报告最准确的分析至关重要。这些瞬间的决策过程将为这些组织带来竞争优势，并提供自主决策。</blockquote></p><p> Palantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.</p><p><blockquote>Palantir提供了大量的服务和平台，这些服务和平台对于任务至关重要，并且在陌生的领域、地形和条件下不可或缺。它还通过持续聚合和分析在这些条件下产生的数据来创造更多价值。这增加了其自身与消费者之间的“粘性”和可替代性。</blockquote></p><p> Very often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.</p><p><blockquote>Palantir通常是任务关键型的，专为时间和效率至关重要的情况而构建。跨无人机、飞机、船舶、机器人、建筑物和卫星等交通工具以各种低带宽、低功耗格式和条件上网的能力使其极其有价值，因为数据必须精确且具有时间敏感性。</blockquote></p><p> <b>Ramping up on Sales Team</b></p><p><blockquote><b>加强销售团队</b></blockquote></p><p> Palantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.</p><p><blockquote>Palantir还认识到需要投入资源来建立强大的销售和营销团队。过去十年为打造优质产品和训练有素的技术能力而投入的质量和时间得到了回报，他们现在已准备好扩大规模。</blockquote></p><p> Beyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.</p><p><blockquote>除了与国际商业机器公司(IBM)、富士通有限公司和BP等更传统的企业集团合作外，Palantir还开始通过每月订阅与前员工有联系的初创公司进入中小型企业(SMB)类别。</blockquote></p><p> <b>Palantir’s Sales Growth</b></p><p><blockquote><b>Palantir的销售增长</b></blockquote></p><p> Palantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.</p><p><blockquote>Palantir继续保持持续增长，第二季度总收入同比增长49%至3.76亿美元。</blockquote></p><p> Beyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.</p><p><blockquote>除了增加直销队伍和扩大分销渠道之外，Palantir还从高度定制、耗时的部署模式转向了稍微更加标准化的模式。这使得商业合作伙伴可以轻松加入，随着部署和履行的效率提高，周转时间也可以减少，这种转变也减少了对工程师进一步配置和维护平台的技术依赖。</blockquote></p><p> <b>Palantir’s Earnings Call</b></p><p><blockquote><b>Palantir的盈利看涨期权</b></blockquote></p><p> In the&nbsp;earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.</p><p><blockquote>在Q2的财报看涨期权中，COO Sankar还提到，公司进一步雇佣了更多的销售代表，第二季度增加了60多名员工。这超过了今年上半年的100多名员工。</blockquote></p><p> Palantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.</p><p><blockquote>Palantir第二季度净新增20名新客户，第二季度商业客户数量增长32%。第二季度的合同总价值也超过9亿美元，为公司未来的增长开辟了一条令人兴奋的道路。</blockquote></p><p> By observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.</p><p><blockquote>通过观察、识别和理解Palantir赢得的统计和合同协议，可以有把握地得出结论，Foundry和Gotham的软件都有很强的产品市场契合度。事实证明，该公司有能力并成功地将大型商业企业纳入其多年期和数百万美元的可续签合同。</blockquote></p><p> The stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s&nbsp;tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.</p><p><blockquote>Palantir的立场也发生了变化，过去首席执行官亚历克斯·卡普(Alex Karp)曾提到，公司的技术足以推销自己，公司里的每个人都是工程师，团队中没有销售人员。</blockquote></p><p> Therefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.</p><p><blockquote>因此，从公司对其销售团队的认可和演变来看，也表明Alex Karp认为Palantir的产品已经做好了大规模规模化和增长的准备。众所周知的“火上浇油”就是最好的代表，这些额外的销售人员将使整体市场采用有利于Palantir。</blockquote></p><p> <b>A first look into the aforementioned Day 0 Companies</b></p><p><blockquote><b>初步了解上述第0天公司</b></blockquote></p><p> In the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.</p><p><blockquote>在财报看涨期权中，高管团队提到，他们还将进一步关注第0天公司，以便为公司提供额外的商业拓展，并扩大Palantir的能力和能力，为小型企业提供关键服务。</blockquote></p><p></p><p> Quoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"</p><p><blockquote>引用首席运营官·桑卡尔的话：“我们正在通过foundry for Builders让更多的第0天公司能够使用Foundry，这是一项支持早期公司使用Foundry的计划，允许这些公司从一开始就在Foundry上建立业务，使他们不仅能够有效地管理，而且实际上能够利用其不断增长的业务的日益复杂性来颠覆现有企业并赢得市场。虽然竞争对手因传统IT投资和对内部重新发明每个轮子的痴迷而陷入困境，但这些公司没有IT目录。”</blockquote></p><p> <b>Potential of Day 0 Companies</b></p><p><blockquote><b>第0天公司的潜力</b></blockquote></p><p> Palantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.</p><p><blockquote>Palantir管理层还表示，通过识别这些第0天公司或处于解决巨大问题前沿的创新公司，Palantir可以缩短时间表，因为这些公司中的大多数都能够灵活且适应性强。他们拥有解决巨大问题的专注愿景和雄心，也能够完成Palantir并与之密切合作，以实现业务目标和目的。</blockquote></p><p> Therefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.</p><p><blockquote>因此，能够在旅程的早期识别这些公司可以让Palantir通过与他们合作并实现他们的目标和目的而获得先发优势。这创造了一种长期的合作伙伴关系，双方同时受益，Palantir能够进一步将其收益和资本再投资到这些公司，从而产生飞轮效应，从而为未来带来更多的股东价值。</blockquote></p><p> <b>Foundry for Builders initiative</b></p><p><blockquote><b>建筑商铸造厂计划</b></blockquote></p><p> The&nbsp;Foundry for Builders&nbsp;initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.</p><p><blockquote>Foundry for Builders计划于7月启动，旨在通过为早期公司提供Palantir Foundry平台来进一步支持这些公司的发展。该平台通过为组织的数据创建一个中央操作系统来改变组织的运行方式，该操作系统旨在随着复杂性的增加而扩展，同时支持数据驱动的决策。</blockquote></p><p> In order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.</p><p><blockquote>为了提高这些初创企业的可访问性，Palantir以订阅模式许可了Foundry。这是一个完全托管的SaaS，提供端到端平台，包括云托管、数据集成、灵活分析、可视化、模型构建、运营决策和决策捕获。</blockquote></p><p> Previously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.</p><p><blockquote>此前，Palantir与政府、大型企业和跨国公司的商业模式是签订价值数百万美元的多年期协议。该等合约于届满前续期。这些较小公司的加入使Palantir拥有了进一步的影响力，这些公司现在能够获得以前提供给成熟和领先组织的技术。</blockquote></p><p> As a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.</p><p><blockquote>作为一个SaaS平台，Palantir现在可供更多部门和行业的公司使用，因为随着资本投资和支出的减少和可用性的提高，这些公司加入和试用Palantir的门槛降低了。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ada2e486aa9aed9ac05ac40f9a4f3bd6\" tg-width=\"1280\" tg-height=\"878\" width=\"100%\" height=\"auto\"><span>Source: Author’s own estimation, extracted from 10Q</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者自己的估计，摘自10Q</span></p></blockquote></p><p> The assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.</p><p><blockquote>上述估值模型的假设是，根据管理层对2021年至2025年30%的估计，增长最终会逐渐放缓。然而，我们相信Palantir可以继续发展，因为他们正在迅速成为世界上最重要的软件公司之一。</blockquote></p><p> For FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.</p><p><blockquote>对于FCF百分比利润率，我们根据几个参考点进行了建模，发现成熟的软件公司能够产生高达30%的自由现金流利润率。</blockquote></p><p> Based on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.</p><p><blockquote>根据自由现金流的30倍价格，估计内在价值约为11.83美元。如果我们使用自由现金流的40倍价格，则估计内在价值为15.44美元。</blockquote></p><p> Although we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.</p><p><blockquote>尽管我们看好整体投资论点，但股价可能会偏高。我们在即将到来的季度收益中要注意的几个关键领域是：(1)提高利润率，(2)如果增长率按照管理层的指导逐渐下降，或者在未来几个季度继续保持在40%以上，(3)SPAC投资如何上线，以及是否有任何我们应该注意的现金拖累，(4)股权激励(SBC)；我们相信稀释最终会稳定下来，不会成为现有股东的主要因素。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.</p><p><blockquote>Palantir多年来不断发展其商业模式。从极度专注于政府部门到开放其在商业领域的能力。</blockquote></p><p></p><p> The “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.</p><p><blockquote>“建筑商铸造厂”计划也让较小的公司有机会与较大的企业同场竞技。这是通过支付订阅费的SaaS模式。此外，Palantir能够追加销售和交叉销售他们的模块，随着这些合作伙伴继续扩大规模，他们可能会有更多的服务要求。因此，Palantir有望享受每个合作伙伴平均收入的增长。</blockquote></p><p> Investors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?</p><p><blockquote>投资者应继续监控这些特殊目的收购公司投资，并进一步了解管理层的意图。我想到的几个想法是，如果这些公司没有继续表现，Palantir的战略将是什么？</blockquote></p><p> As an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.</p><p><blockquote>作为持有该公司股份的投资者，我的观点是将这些视为看涨期权期权，甚至认为Palantir正在拿出超额留存收益来投资令人兴奋的公司和项目。与风险投资家的表现类似，如果其中一家公司表现出色并成为10-50的投资者，那么拥有股票的Palantir将受益匪浅。有一点是肯定的，那就是信任管理团队继续寻找合适的业务伙伴和合作伙伴非常重要。</blockquote></p><p> Palantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.</p><p><blockquote>Palantir迅速成为世界上最重要的软件公司之一，也能够成为这些领域的先行者，通过了解这些领域来获得优势。通过这些见解，他们能够不断执行并将类似行业的其他公司引入他们的平台。通过向中小型企业开放，Palantiris还能够扩大其潜在市场。所有这些都表明未来几年股价将持续增长和复合，从而为有耐心持有该股票的投资者创造进一步的上涨空间。</blockquote></p><p> Being able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!</p><p><blockquote>能够利用这些新的边缘技术使Palantir能够保持相关性并建立进一步的关系，以解决世界各地更大的问题！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4465845-palantir-stock-earnings-ai-juggernaut-boosted-spac-investments-frontier-technologies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148829002","content_text":"Summary\n\nPalantir's SPAC portfolio gives the company an early opportunity to invest in multi-billion industries which provides for significant upside in the long run.\nApollo for Edge AI enables government and commercial customers to operationalise AI at scale in various conditions and circumstances.\nInclusion of Day 0 companies and Foundry for Builders start-ups allows Palantir to adopt an SaaS model, which gives additional recurring revenue whilst unlocking additional business opportunities across segments.\n\nMichael Vi/iStock Editorial via Getty Images\nThis article is contributed by Han Jie from the Superstocks Seekers team.\nBusiness Overview:\nPalantir Technologies(NYSE:PLTR) is an American software company that specializes in Big Data Analytics. It was co-founded by Peter Thiel and Alex Karp, together with 3 other founders; Nathan Gettings, Joe Lonsdale, and Stephen Cohen in 2003. The company was listed on the New York Stock Exchange (NYSE) in 2020.\nPalantir leverages machine learning, data analysis algorithms to identify, predict, and report conclusions and outcomes. Through these data collected, it is then processed and analysed where meaningful patterns and connections are then derived in order to make operational decisions and predict outcomes.\nA quick summary of Palantir’s 3 platforms: Gotham, Foundry and Apollo.\nGotham\nGotham is used by government intelligence agencies, health organizations, armies and police departments to fight terrorism, battle infectious diseases, win wars, and prevent civilian crime. They are also commonly referred to by Palantir as the operating system of governments. It is suspected that Gotham software is rumoured to have been used in the capture of Osama Bin Laden and other counter-terrorism campaigns that the U.S. armed forces have led.\nFoundry\nFoundry is tailored for commercial organizations to collect, process, and analyze data to make better operational decisions efficiently. They are known as the data operating system of organizations. A few companies that have been working with Foundry are BP, for the use of technology to cut greenhouse-gas emissions and 3M which has chosen to expand its use of Palantir’s Foundry platform to support its digital transformation, with the build-out of a dynamic supply chain.\nApollo\nApollo is a continuous delivery system that manages and deploys Palantir Gotham and Foundry. It was built out of the need for customers to use multiple public and private cloud platforms as part of their infrastructure. Apollo allows Palantir to provide software as a service (SaaS) across various terrains, environments, and scenarios, allowing ease of use and deployment across cloud, on-premises, and classified networks. Apollo is the piece that is able to securely bring together and scale both Foundry and Gotham.\nBased on Palantir’s latest earnings call transcript in August, Apollo was coined as their “secret advantage”, where it allows the team to take the SaaS offering to blue-ocean deployment grounds, such as drones, subs, satellites, classified networks, and on-premises without losing the efficiencies and the scalability of a centrally managed SaaS solution. Having the flexibility to do so also allows for proper deployment and increases the take-rate of companies that are keen to collaborate with Palantir.\nSource: Palantir Blog\nUnderstanding and taking a Deeper Dive into Palantir SPAC Investments:\nBased on Palantir’s most recent 10-Q reports, it was revealed that Palantir has made an overall $250 million investment in 10 different companies. It was also highlighted that there were specific terms and conditions, where the closing of these investments are contingent upon the proposed business combination between the Investee and other parties.\nThis investment strategy includes the inclusion of committed commercial services and agreements with the various companies and gives Palantir an edge forward in growing their Total Addressable Market (TAM), limiting their downside, and giving potentially explosive upside growth once they are entrenched in Palantir’s systems.\nSource: Palantir’s 10-Q\nWejo\nWejo is a global leader in connected vehicle data. The company offers a trading platform and web-based SaaS platform;Wejo Studio which analyzes data from millions of connected vehicles and translates billions of data points in near real-time into game-changing traffic and journey insights for business users to leverage. Organizations - from public sector transportation departments to real estate companies to fleet and logistics companies and beyond - can unlock a deeper understanding of mobility trends, enabling them to make smarter decisions faster, innovate and solve problems more effectively.\n\nSource: Wejo’s official site\nWejo and Palantir are looking to create an integrated data ecosystem for a partnership for the automotive industry and beyond. This is through Palantir’s investment in Wejo (through their agreement to merge with Virtuoso Acquisition Corp.(NASDAQ:VOSO)). Through their jointly released press release, it was stated that Wejo collects and analyses more than 16 billion data points per day in near real time across a network of 11 million live vehicles, and that there are more than 10 trillion data points and 48 billion journeys from connected vehicles. The partnership with Palantir’s Foundry platform also unlocks a diverse set of use cases that will benefit society on a global scale.\nPalantir and Wejo’s Partnership in the Automotive Industry\nWejo collects and analyzes more than 16 billion data points per day in near real-time across a network of 11 million live vehicles. The partnership aims to combine Wejo’s robust data asset with the power of Palantir’s Foundry to unlock a diverse set of use cases that will benefit society on a greater scale.\nThe partnership between both parties will focus on support but not limited to: traffic and insurance solutions, remote diagnostics, integrated payments, advertising, retail and logistics, reducing emissions, improving vehicular safety measures, working with city planners in designing resilient smart cities, autonomous driving, etc.\nThrough connected vehicle data, Palantir is able to take the data points collected and turn them into actionable intelligence where drivers and OEMs can take advantage of these to further understand and unlock the potential that allows for new solutions, opportunities, and accelerated growth. An example of this would be the ability to price mobility insurance plans efficiently because of the data points that have been collated throughout the various drive periods.\nTherefore, this partnership will improve the overall transportation system and experience for all related parties.\nSarcos Robotics\nSource: Sarcos Robotics Plans SPAC Deal for $1.3 Billion Value\nSarcos(NASDAQ:STRC) develops robotic systems for non-repetitive tasks that are designed to increase productivity among industrial and military workers. Its wearable devices help people move heavy objects with mechanical limbs and support, reducing workplace injuries and allowing employees less capable of strenuous labor to carry out tasks such as lifting airport baggage and manufacturing components without assistance.\nRobots as a Service\nOn April 4, 2021, the Company entered into an agreement with Palantir in which the Company would commit to utilizing software and services from Palantir over the next six years for a total of $42 million. The software and services are an integral part of the Company’s plans to provide Robots as a Service upon commercialization of the Company’s Guardian® XO and XT robots. In return, Palantir will make an investment of $21 million through the listing SPAC vehicle.\nUnlocking data in Sarcos’s Robots\nAs mentioned by Ben Wolff, CEO ofSarcosduring a Benzinga interview, the main gist and benefit of the partnership are that Sarcos is now able to monitor and evaluate the data coming off from their machines. The robot as a service model that is built by Sarcos is the next generation unit of labour to augment the workforce.\nPalantir’s role is crucial as it acts as a base to monitor and evaluate the data and for material decisions to be made.\nRoivant Sciences\nRoivant Sciences(NASDAQ:ROIV) is a healthcare company focused on applying technology to drug development. Roivant builds subsidiary biotech and healthcare technology companies.\nRoivant’s mission is to improve the delivery of healthcare to patients by treating each inefficiency as an opportunity. Roivant develops transformative medicines faster by building technologies and developing talent in creative ways, leveraging the Roivant platform to launch “Vants” - nimble and focused biopharmaceutical and health technology companies.\nSource: Swiss Biotech\nA partnership between Roivant and Palantir\nPalantir has invested $30 million in a private financing round into the SPAC, and Roivant Sciences will pay $39 million over a five-year period for a subscription contract for products and services under the agreement.\nThrough this partnership, Palantir is able to increase its reach in drug discovery and development. Together with the other strategic partners that Palantir is supporting in the Health Sciences industry, Palantir is able to share trial data with development partners and build out real-world evidence capabilities to support key disease areas. As more strategic partnerships are forged in this sector, it will only prove to be of greater benefit as better decisions are able to be made, and this leads to a net positive outcome for humankind as data is able to get analyzed more efficiently and effectively leading to more lives being saved.\nCelularity\nCelularity is a clinical-stage biotechnology company developing off-the-shelf placental-derived allogeneic cell therapies including genetically modified and unmodified NK cells, engineered T cells including CAR-T cells, and mesenchymal-like adherent stromal cells (ASCs), targeting indications across cancer, immunologic, infectious, and degenerative diseases.\nCelularity went public via a SPAC deal with GX Acquisition Corp: (Nasdaq: GXGX) that valued the company at $1.7 billion. After the merger, the company announced that Palantir will be both an investor and partner of the company where Palantir invested $20 million and that they will provide Foundry services valued at $40 million over 5 years.\nThis multi-year strategic partnership will allow Celularity to leverage on Palantir’s Foundry AI Platform with the current deep dataset that Celularity has to accelerate and advance cellular therapies.\nThe Value by Palantir to Celularity\nAs shared by Shyam Sankar, COO Palantir, Celularity’s approach to cellular therapies and its potential to be transformational in the field of placental cellular technology is synergized with the data analytics capabilities that Palantir is able to offer.\nThrough Palantir, meaningful clinical insights are able to be generated and this allows organizations to accelerate life sciences research and enables data-driven inference to guide scientific research.\nRobert J. Hariri, Chairperson and CEOCelularity,also shared that the Palantir platform is able to provide deep analysis of large and complex datasets related to the genomics, secretomics, epigenetics and biological performance of cells in manufacturing and clinically.\nThe partnership between both companies provides the foundation for translating data into inference that can guide research and development programs, and is able to achieve the combined goal of creating the next evolution in cellular medicine.\nNext Growth Driver: Palantir AI/ML Modules on Edge\nAs global industries and companies shift their focus and emphasis into building Artificial Intelligence and Machine Learning modules, it is important to understand that beyond the build, it is also important to be able to manage models over time and to make them useful for downstream operations. Palantir does so by deploying these AI/ML modelson top of a trustworthy data foundation and continuously improving them based on user decisions and feedback - in a cyclic way.\nInterconnected Micro Models Ecosystem\nPalantir has pioneered an entirely new approach to enterprise modelling called Micro Models. Micro Models help to decompose a goal into the smallest useful tasks and deploy models to solve them. Palantir software then chains these models together. In the chaining process, the platform standardizes the outputs of one model so that they can become inputs to models downstream, powering advanced interconnected workflows.\nPalantir’s Edge AI - Allowing Software Applicability across Extreme Terrains and Conditions\nPalantir’s approach for responsible AI/ML in Palantir Foundry reflects foundational belief in augmenting human intelligence, and not replacing it. Through the algorithms, the most effective manner is done when humans are empowered to understand the knowledge and basis behind certain behaviors, such that they are able to ask complex questions, interpret answers, and act on results.\nPalantir Edge AI is Palantir’s AI orchestration and sensor fusion engine that runs on disconnected, remote endpoints. It enables autonomous decision-making for on-hardware models consuming real-time sensor, radio, acoustic, geo-registration, and time series data. Extremely lightweight and power efficient, Palantir Edge Ai brings AI to drones, vehicles, buildings, oil rigs, aircraft, ships, wind turbines, robots, satellites - and more.\nUnpacking the Technical White Paper by Palantir on Edge AI\nDiving into the White Paper, we have identified several factors that highlight how mission-critical and crucial Palantir’s platform services are. Through the amount of collective data from various IoT sensors at the edge, Palantir is able to unpack these into analytics and datasets into valuable analyses.\nTime dependency is also a core criteria as these data are moved to the cloud for processing and that it is of utmost importance to report back the most accurate analysis. These split second decision making processes will allow for a competitive advantage to these organizations and provide autonomous decision-making.\nPalantir provides a plethora of services and platforms that are mission-critical and indispensable across unfamiliar territories, terrains, and conditions. It also creates more value through the continuous aggregation and analysis of the data that is produced in these conditions. This increases its “stickiness” and replaceability between itself and the consumers.\nVery often, Palantir is mission-critical and built for situations where time and efficiency matters. The ability to go online in various low-bandwidth, low-power formats and conditions across vehicles such as drones, aircraft, ships, robots, buildings, and satellites make it extremely valuable as the data has to be precise and time-sensitive.\nRamping up on Sales Team\nPalantir has also recognised the need to invest resources to build a strong sales and marketing team. Quality and time invested over the past decade to build up superior products and trained technical capabilities has paid off and they are now primed for scaling up.\nBeyond working with more traditional conglomerate names such as International Business Machine Corp. (IBM), Fujitsu Ltd, and BP, Palantir has also started to transit into the Small and Medium Business (SMB) category through monthly subscriptions into startups connected to former employees.\nPalantir’s Sales Growth\nPalantir continues to see consistent growth with total revenues rising by 49% year-over-year to $376 million in Q2.\nBeyond ramping up on its direct sales force and expanding its distribution channels, Palantir has also shifted from a highly customized time-consuming deployment model to a slightly more standardized model. This allows for the ease of onboarding for commercial partners, where the turnaround time can also be reduced as deployment and fulfilment is made more efficient and this shift also reduces the technical reliance on engineers to further configure and maintain the platform.\nPalantir’s Earnings Call\nIn the earnings call for Q2, COO Sankar also mentioned that the company has further hired more sales representatives, increasing more than 60 hires in the second quarter. This surpassed more than 100 hires in the first half of the year.\nPalantir added 20 net new customers in the second quarter and the commercial customer count grew 32% in Q2. The total contract value in the second quarter was also over $900 million, outlying an exciting path ahead of future growth in the company.\nBy observing, identifying and understanding the statistics and contracts agreement won by Palantir, it can be safely concluded that there is a strong product-market fit by the software of both Foundry and Gotham. The company has also proven capable and successful in onboarding major business enterprises onto their multi-year and millions renewable contract.\nThe stance of Palantir has also changed where in the past, CEO Alex Karp used to mention that the company’s tech was good enough for it to sell itself, that everybody in the company is an engineer and there are no salespeople in the team.\nTherefore, from the recognition and evolution of the company towards embracing its sales team, it also shows that Alex Karp believes that Palantir’s product is ready for massive scale and growth. It is best represented by the proverbial “pouring gasoline on the fire” where these additional sales hires will tip the overall market adoption to the favor of Palantir.\nA first look into the aforementioned Day 0 Companies\nIn the earnings call, the executive team mentioned that they will also further focus on Day 0 companies, in order to give the company additional commercial outreach, and to expand Palantir’s capabilities and capacity to provide crucial services to smaller enterprises.\nQuoting COO Sankar: “We are making foundry accessible to even more Day 0 companies with foundry for Builders, a program which supports early stage companies with access to Foundry, allowing these companies to build their operations on foundry from the outset, enabling them not just to efficiently manage, but actually to wield the increasing complexity of their growing businesses to disrupt incumbents and to win in the marketplace. And while competitors are bogged down by legacy IT investments and an obsession with reinventing every wheel internally, these companies have no IT catalog.\"\nPotential of Day 0 Companies\nPalantir’s management also shared that by identifying these day 0 companies, or innovative companies that are in the frontier of solving massive tremendous problems, it allows Palantir to reduce the timeline as most of these companies are able to be nimble and adaptable. Having a focused vision and ambition to tackle enormous problems, they are also able to accomplish and work closely with Palantir to hit business goals and objectives.\nTherefore, being able to identify these companies early in the journey allows Palantir to have a first mover advantage, by partnering up with them and fulfilling their goals and objectives. This creates a long-term partnership where both parties benefit concurrently, with Palantir being able to further reinvest their earnings and capital into these companies, thus creating a fly-wheel effect leading to more shareholder value down the road.\nFoundry for Builders initiative\nThe Foundry for Builders initiative was launched in July to support early-stage companies by providing them with the Palantir Foundry platform to further support these companies' growth. The platform transforms the way organizations run by creating a central operating system for their data that is designed to scale with increasing complexity while powering data-driven decision making.\nIn order to increase accessibility for these start-ups, Palantir has licensed Foundry under a subscription model. This is offered as a fully managed SaaS and provides end-to-end platform that includes cloud hosting, data integration, flexible analytics, visualization, model-building, operational decision-making, and decision capture.\nPreviously, Palantir’s business model with the government and large enterprises and multinational corporations was in the format of a multi-year agreement spanning across multi-millions. These contracts are then renewed before expiry. The inclusion of these smaller companies gives Palantir further reach, where the companies are now able to access technology that was previously offered to established and leading organizations.\nAs a SaaS platform, Palantir is now accessible to companies in more sectors and industries, as the barriers of entry for these companies to onboard and trial out Palantir is lowered as capital investment and expenditure is reduced and made more available.\nValuation\nSource: Author’s own estimation, extracted from 10Q\nThe assumption for the above valuation model is that growth eventually tapers down according to management’s estimation of 30% from 2021 to 2025. However, we are of the belief that Palantir could continue growing as they are fast becoming one of the most important software companies in the world.\nFor FCF percentage margin, we modelled after several reference points and found out that matured software companies are able to generate up to 30% free cash flow margins.\nBased on a 30x Price to Free Cash Flow, the estimated intrinsic value is approximately $11.83. If we use a 40x Price to Free Cash Flow, the estimated intrinsic value is $15.44.\nAlthough we are bullish on the overall investment thesis, the share price might be on the higher side. A few key areas that we would take note in the upcoming quarterly earnings would be: (1) improving earning margins, (2) if growth rate tapers down as per management’s guidance or they continue to maintain at 40+% for the next few quarters, (3) how are the SPAC investments coming online, and if there is any cash-drag that we should take note of, (4) Share-based Compensation (SBC); we believe that dilution will eventually stabilize and not be a major factor towards existing shareholders.\nConclusion\nPalantir has evolved its business models throughout the years. From being extremely focused on the Government sector to opening up its capabilities in the Commercial space.\nThe “Foundry for Builders” program also allows smaller companies to have the opportunity to play in the same field as the larger enterprises. This is through a SaaS model where a subscription fee is paid. Furthermore, Palantir is able to upsell and cross-sell their modules and as these partners continue scaling up, they might have more service requirements. Palantir is thus positioned to enjoy this increase in Average Revenue per Partner.\nInvestors should continue to monitor these SPAC investments and to further understand management’s intention. Several thoughts that come to mind is that if these companies do not continue to perform, what will be Palantir’s strategy?\nAs an investor holding share in the company, my perspective is to treat these as Call Options, or even to have a view that Palantir is taking out their excess retained earnings to invest in exciting companies and projects. Similar to how a Venture Capitalist performs, if one of these companies outperforms and becomes a 10-50 bagger, it greatly benefits Palantir who owns shares. One thing for sure is that trust in the management team to continue sourcing out the right business associates and partners is important.\nPalantir, swiftly becoming one of the most important software companies in the world is also able to be a first-mover in these sectors, to gain an advantage by learning about them. Through these insights, they are then able to continuously execute and onboard other companies in similar industries onto their platforms. By opening up to Small-Medium Businesses,Palantiris also able to expand its addressable market. All these points to continuous growth and compounding in stock prices for the next few years, thus creating further upside for investors who have the patience to hold the stock.\nBeing able to have access to build upon these new edge technologies allows Palantir to remain relevant and build further relationships to solve greater problems around the world!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848783671,"gmtCreate":1636029512101,"gmtModify":1636029552556,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848783671","repostId":"2180627756","repostType":4,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":881637809,"gmtCreate":1631329659801,"gmtModify":1631888730079,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881637809","repostId":"2166375184","repostType":4,"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860125307,"gmtCreate":1632147202009,"gmtModify":1632802528726,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/860125307","repostId":"1139071808","repostType":4,"repost":{"id":"1139071808","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":1632144660,"share":"https://www.laohu8.com/m/news/1139071808?lang=zh_CN&edition=full","pubTime":"2021-09-20 21:31","market":"us","language":"en","title":"U.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早盘大幅走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139071808","media":"Tiger Newspress","summary":"(Sept 20) U.S. stocks began the week deeply in the red as investors continued to move to the sidelin","content":"<p>(Sept 20)&nbsp;U.S. stocks began the week deeply in the red as investors continued to move to the sidelines in September amid several emerging risks for the market.</p><p><blockquote>（九月二十日）美国。由于市场面临多项新出现的风险，投资者在9月份继续观望，股市本周开始大幅下跌。</blockquote></p><p> The Dow Jones Industrial average lost 580 points. The S&amp;P 500 fell 1.7%. Nasdaq 100 futures dropped 1.7%. If the declines hold after the open, the blue-chip Dow is set for its biggest one day drop since July 19, while the S&amp;P 500 is poised for their worst sell-off since May.</p><p><blockquote>道琼斯工业平均指数下跌580点。标普500下跌1.7%。纳斯达克100期货跌1.7%。如果开盘后继续下跌，蓝筹股道琼斯指数将创下7月19日以来的最大单日跌幅，而标普500则有望遭遇5月以来最严重的抛售。</blockquote></p><p> VIX surged 20%. Airline stocks rally.</p><p><blockquote>VIX飙升20%。航空股上涨。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早盘大幅走低</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stock market falls sharply lower early Monday<blockquote>美国股市周一早盘大幅走低</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\">2021-09-20 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 20)&nbsp;U.S. stocks began the week deeply in the red as investors continued to move to the sidelines in September amid several emerging risks for the market.</p><p><blockquote>（九月二十日）美国。由于市场面临多项新出现的风险，投资者在9月份继续观望，股市本周开始大幅下跌。</blockquote></p><p> The Dow Jones Industrial average lost 580 points. The S&amp;P 500 fell 1.7%. Nasdaq 100 futures dropped 1.7%. If the declines hold after the open, the blue-chip Dow is set for its biggest one day drop since July 19, while the S&amp;P 500 is poised for their worst sell-off since May.</p><p><blockquote>道琼斯工业平均指数下跌580点。标普500下跌1.7%。纳斯达克100期货跌1.7%。如果开盘后继续下跌，蓝筹股道琼斯指数将创下7月19日以来的最大单日跌幅，而标普500则有望遭遇5月以来最严重的抛售。</blockquote></p><p> VIX surged 20%. Airline stocks rally.</p><p><blockquote>VIX飙升20%。航空股上涨。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139071808","content_text":"(Sept 20) U.S. stocks began the week deeply in the red as investors continued to move to the sidelines in September amid several emerging risks for the market.\nThe Dow Jones Industrial average lost 580 points. The S&P 500 fell 1.7%. Nasdaq 100 futures dropped 1.7%. If the declines hold after the open, the blue-chip Dow is set for its biggest one day drop since July 19, while the S&P 500 is poised for their worst sell-off since May.\nVIX surged 20%. Airline stocks rally.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690601819,"gmtCreate":1639660245605,"gmtModify":1639660245907,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690601819","repostId":"2191200910","repostType":4,"isVote":1,"tweetType":1,"viewCount":2538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805210031,"gmtCreate":1627882653923,"gmtModify":1633755618424,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/805210031","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</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\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&amp;P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外，至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后，Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and&nbsp;ViacomCBS&nbsp;go on Thursday and&nbsp;DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation&nbsp;New Oriental Education &amp; Technology Group Inc. and&nbsp;TAL Education Group&nbsp;cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙：通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市，DraftKings、Canopy Growth和Tripadvisor将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the&nbsp;economic&nbsp;calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人，而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数，随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右，这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett &amp; Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&amp;Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock&nbsp;will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元，周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8，高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后，预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun &amp; Bradstreet Holdings,ConocoPhillips, and&nbsp;Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&amp;Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b>&nbsp;is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%，而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b>&nbsp;Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆，而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b>&nbsp;its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8，而6月份为60.1。</blockquote></p><p> <b>ADP releases</b>&nbsp;its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人，6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman &amp; Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and&nbsp;Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&amp;Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b>&nbsp;for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测，继6月份非农就业人数增加85万人之后，非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","EA":"艺电","GE":"GE航空航天",".SPX":"S&P 500 Index","DKNG":"DraftKings Inc.","BABA":"阿里巴巴",".DJI":"道琼斯","ROKU":"Roku Inc","UBER":"优步",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"GE":0.9,".DJI":0.9,"GM":0.9,"BABA":0.9,"EA":0.9,"VIAC":0.9,".SPX":0.9,".IXIC":0.9,"UBER":0.9,"DKNG":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808567058,"gmtCreate":1627602566474,"gmtModify":1633757956375,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/808567058","repostId":"1179174010","repostType":4,"repost":{"id":"1179174010","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":1627572541,"share":"https://www.laohu8.com/m/news/1179174010?lang=zh_CN&edition=full","pubTime":"2021-07-29 23:29","market":"us","language":"en","title":"Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179174010","media":"Tiger Newspress","summary":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19.While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.The focus of the AI event is likely to be around Tesla's self","content":"<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>在Elon Musk确认特斯拉AI Day将于8月19日举行后，特斯拉股价飙升逾5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉CEO Elon Musk周四通过推文证实，该公司将于8月19日举办AI Day。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>AI盛会的焦点很可能围绕着特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于beta测试阶段，该公司在SEC文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉方面的专家，以及神经网络专家。</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>Musk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</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\">\nMusk confirms Tesla AI Day will be on August 19<blockquote>马斯克确认特斯拉AI Day将于8月19日</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\">2021-07-29 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares surged more than 5%&nbsp;after&nbsp;Elon Musk confirming Tesla AI Day will be on August 19.</p><p><blockquote>在Elon Musk确认特斯拉AI Day将于8月19日举行后，特斯拉股价飙升逾5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d2a827bd1090dddc0ac2adc7e3aa9e60\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. </p><p><blockquote>特斯拉CEO Elon Musk周四通过推文证实，该公司将于8月19日举办AI Day。</blockquote></p><p> While the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software &amp; hardware, both training &amp; inference\" and that its purpose is recruiting.</p><p><blockquote>虽然该公司没有提供人工智能活动的细节，但马斯克在6月21日的一条推文中表示，该活动“将回顾特斯拉人工智能软件和硬件的进展，包括训练和推理”，其目的是招聘。</blockquote></p><p> The focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.</p><p><blockquote>AI盛会的焦点很可能围绕着特斯拉的自动驾驶技术。尽管该系统被命名为全自动驾驶（FSD），但该软件仍处于beta测试阶段，该公司在SEC文件中表示，它尚未完全自动驾驶。</blockquote></p><p> Tesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.</p><p><blockquote>特斯拉在这一领域的招聘工作旨在吸引机器学习和计算机视觉方面的专家，以及神经网络专家。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179174010","content_text":"Tesla shares surged more than 5% after Elon Musk confirming Tesla AI Day will be on August 19.\n\nTesla CEO Elon Musk confirmed via tweet on Thursday that the company is holding an AI Day on Aug. 19. \nWhile the company did not provide details of the artificial intelligence event, Musk said in a June 21 tweet that the event \"will go over progress with Tesla AI software & hardware, both training & inference\" and that its purpose is recruiting.\nThe focus of the AI event is likely to be around Tesla's self-driving technology. Although the system is named Full Self-Driving (FSD), the software is still in beta testing, and the company has said in SEC filings it is not yet fully autonomous.\nTesla's recruiting effort in this area seeks to attract experts in machine learning and computer vision, as well as neural network specialists.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802989162,"gmtCreate":1627706606056,"gmtModify":1633756909481,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/802989162","repostId":"2155743150","repostType":4,"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124762889,"gmtCreate":1624794555741,"gmtModify":1633948569618,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124762889","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605173440,"gmtCreate":1639137072778,"gmtModify":1639137321309,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like...","listText":"Like...","text":"Like...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605173440","repostId":"1169522079","repostType":4,"repost":{"id":"1169522079","kind":"news","pubTimestamp":1639136423,"share":"https://www.laohu8.com/m/news/1169522079?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:40","market":"us","language":"en","title":"Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169522079","media":"Barrons","summary":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market ca","content":"<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利2022年的首选股票，因为这家科技巨头的市值接近3万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道：“强大、忠诚的客户群和即将推出的AR/VR产品相结合，使AAPL有望在2022年重新评级。”休伯蒂写道，苹果是摩根士丹利进入2022年“最喜欢的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发出看涨期权的两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>周四，苹果股价上涨0.2%，至175.47美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，它已经上涨了19%，超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>大摩认为，鉴于苹果约三分之一的毛利润来自该公司的服务部门，投资者应将其视为消费者和科技平台，而不是周期性硬件公司。Huberty写道，iPhone 13的需求将在短期内继续推动增长，2022年初的新产品发布将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权，理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>Ives周四在一份研究报告中写道：“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>Ives估计，尽管存在芯片短缺和供应链阻力，苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机，这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>Ives还预计，苹果将在2022年夏季左右推出AR头显“苹果眼镜”，这可能会使公司估值每股增加20美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“我们还认为，投资者需要从即将推出的新产品的可选性中正确嵌入价值，”她写道。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说，其中最主要的是，随着在家工作需求的减少，iPhone的销量将无法在2022年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务业的低增长，这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利，即使是这种风险看起来也不太可能。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Nears $3 Trillion. Why It Could Still Be a Top Stock Pick for 2022.<blockquote>苹果接近3万亿美元。为什么它仍然可能是2022年的首选股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-10 19:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.</p><p><blockquote>苹果是摩根士丹利2022年的首选股票，因为这家科技巨头的市值接近3万亿美元，并准备推出增强现实产品。</blockquote></p><p> “The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.</p><p><blockquote>分析师凯蒂·休伯蒂(Katy Huberty)周四在一份报告中写道：“强大、忠诚的客户群和即将推出的AR/VR产品相结合，使AAPL有望在2022年重新评级。”休伯蒂写道，苹果是摩根士丹利进入2022年“最喜欢的大盘股（也是总体首选）”。</blockquote></p><p> Huberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.</p><p><blockquote>休伯蒂发出看涨期权的两天前，她重申了跑赢大盘对苹果（股票代码：AAPL）股票的评级，并将目标价从164美元上调21%至200美元。</blockquote></p><p> Apple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the&nbsp;Dow Jones Industrial Average’s&nbsp;0.5% rise, the&nbsp;S&amp;P 500’s&nbsp;0.9% gain, and the&nbsp;Nasdaq Composite’s&nbsp;0.04% advance.</p><p><blockquote>周四，苹果股价上涨0.2%，至175.47美元。该股今年已上涨约32%，市值达到2.87万亿美元。在过去的一个月里，它已经上涨了19%，超过了道琼斯工业平均指数0.5%的涨幅、标准普尔500指数0.9%的涨幅和纳斯达克综合指数0.04%的涨幅。</blockquote></p><p> Morgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.</p><p><blockquote>大摩认为，鉴于苹果约三分之一的毛利润来自该公司的服务部门，投资者应将其视为消费者和科技平台，而不是周期性硬件公司。Huberty写道，iPhone 13的需求将在短期内继续推动增长，2022年初的新产品发布将延续这一趋势。</blockquote></p><p> Wedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.</p><p><blockquote>Wedbush的Dan Ives呼应了Huberty看涨的看涨期权，理由是iPhone 13需求强劲以及即将推出的增强现实耳机。</blockquote></p><p> “This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.</p><p><blockquote>Ives周四在一份研究报告中写道：“本周我们的苹果商店检查、供应链数据和iPhone订单延迟都证实了我们的看涨观点，即目前全球iPhone 13的需求超过供应约1000万部。”</blockquote></p><p> Ives estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.</p><p><blockquote>Ives估计，尽管存在芯片短缺和供应链阻力，苹果在假期期间仍有望售出超过4000万部iPhone。随着消费者不断升级手机，这些不利因素很可能“只不过是iPhone 12和13周期的减速带”。</blockquote></p><p> Ives also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.</p><p><blockquote>Ives还预计，苹果将在2022年夏季左右推出AR头显“苹果眼镜”，这可能会使公司估值每股增加20美元。</blockquote></p><p> Other tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.</p><p><blockquote>休伯蒂补充说，其他有利因素包括获得个人电脑市场份额、强劲的现金回报、增强现实、支付以及即将向汽车制造扩张的讨论。</blockquote></p><p> “We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.</p><p><blockquote>“我们还认为，投资者需要从即将推出的新产品的可选性中正确嵌入价值，”她写道。</blockquote></p><p> There are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.</p><p><blockquote>苹果股票的看涨仍存在一些风险。Huberty概述说，其中最主要的是，随着在家工作需求的减少，iPhone的销量将无法在2022年实现。</blockquote></p><p> Another risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.</p><p><blockquote>另一个风险可能来自服务业的低增长，这可能是由法院强制改变App Store支付模式所推动的。随着苹果周三在与堡垒之夜发行商Epic Games的法律诉讼中再次取得胜利，即使是这种风险看起来也不太可能。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-market-cap-3-trillion-top-stock-pick-51639073242?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169522079","content_text":"Apple is a top stock pick for Morgan Stanley in 2022 as the tech giant nears a $3 trillion market capitalization and prepares to launch an augmented reality product.\n“The combination of a strong, loyal customer base and the upcoming launch of AR/VR products positions AAPL for a re-rating in 2022,” analyst Katy Huberty wrote in a note Thursday. Huberty wrote that Apple was Morgan Stanley’s “favorite large cap (and overall Top Pick)” heading into 2022.\nHuberty’s call comes two days after she reiterated an Overweight rating on shares of Apple (ticker: AAPL) and raised her price target 21% to $200 from $164.\nApple shares were rising 0.2% to $175.47 on Thursday. The stock has risen about 32% this year, reaching a market capitalization of $2.87 trillion. Over the last month, it has jumped 19%, outperforming the Dow Jones Industrial Average’s 0.5% rise, the S&P 500’s 0.9% gain, and the Nasdaq Composite’s 0.04% advance.\nMorgan Stanley believes investors should value Apple as a consumer and technology platform rather than a cyclical hardware company, given that around a third of gross profits come from the company’s services segment. iPhone 13 demand will continue to drive growth in the short term, with new product launches in early 2022 continuing the trend, Huberty wrote.\nWedbush’s Dan Ives echoed Huberty’s bullish call, citing strong iPhone 13 demand and the upcoming launch of augmented reality headsets.\n“This week our Apple store checks, supply chain data, and iPhone order delays all confirm our bullish view that currently demand is outstripping supply for iPhones 13 by roughly 10 million units globally,” Ives wrote in a research note Thursday.\nIves estimated that Apple was on pace to sell more than 40 million iPhones during the holiday season, despite chip shortage and supply-chain headwinds. These headwinds are likely to be “nothing more than a speed bump” on the iPhone 12 and 13 cycle as consumers continue to upgrade their phones.\nIves also foresees Apple launching AR headset “Apple Glasses” around the summer of 2022, which could add $20 per share to the company’s valuation.\nOther tailwinds include gaining a share of the PC market, strong cash returns, and future advances in augmented reality, payments, and talk of an upcoming expansion into vehicle manufacturing, Huberty added.\n“We also believe investors need to properly embed value from the optionality of upcoming new product launches,” she wrote.\nThere are still some risks to the bullish case for Apple stock. Chief among them is that iPhone sales fail to materialize in 2022, as work-from-home demand peters off, Huberty outlined.\nAnother risk could come with low growth in the services sector, potentially driven by court-imposed changes to the App Store payment model. Even that risk looked less likely as Apple notched another victory in its legal battle with Fortnite publisher Epic Games on Wednesday.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859975928,"gmtCreate":1634653139391,"gmtModify":1634653503429,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/859975928","repostId":"1194649335","repostType":4,"repost":{"id":"1194649335","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":1634651257,"share":"https://www.laohu8.com/m/news/1194649335?lang=zh_CN&edition=full","pubTime":"2021-10-19 21:47","market":"us","language":"en","title":"Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW早盘涨3%发布自研5nm云端芯片倚天710</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194649335","media":"Tiger Newspress","summary":"Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.\n\nOn ","content":"<p>Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.</p><p><blockquote>阿里巴巴-SW早盘涨3%，发布自研5nm云端芯片倚天710。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8bbb3e7cda017cbff6f2ddf56a1d6d79\" tg-width=\"772\" tg-height=\"362\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> On Tuesday, the company confirmed&nbsp;plans&nbsp;to develop an in-house processor that would be used to power its&nbsp;cloud computing business.</p><p><blockquote>周二，该公司确认了开发内部处理器的计划，该处理器将用于为其云计算业务提供动力。</blockquote></p><p> The design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has&nbsp;been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.</p><p><blockquote>该设计基于英国芯片制造商Arm Holding的架构，将使用5nm技术，该技术自2019年以来一直在开发中，预计将通过利用性能和能效来推动阿里巴巴-SW的云服务。</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>Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW早盘涨3%发布自研5nm云端芯片倚天710</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\">\nAlibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710<blockquote>阿里巴巴-SW早盘涨3%发布自研5nm云端芯片倚天710</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-19 21:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.</p><p><blockquote>阿里巴巴-SW早盘涨3%，发布自研5nm云端芯片倚天710。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8bbb3e7cda017cbff6f2ddf56a1d6d79\" tg-width=\"772\" tg-height=\"362\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> On Tuesday, the company confirmed&nbsp;plans&nbsp;to develop an in-house processor that would be used to power its&nbsp;cloud computing business.</p><p><blockquote>周二，该公司确认了开发内部处理器的计划，该处理器将用于为其云计算业务提供动力。</blockquote></p><p> The design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has&nbsp;been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.</p><p><blockquote>该设计基于英国芯片制造商Arm Holding的架构，将使用5nm技术，该技术自2019年以来一直在开发中，预计将通过利用性能和能效来推动阿里巴巴-SW的云服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194649335","content_text":"Alibaba rose 3% in morning trading as it released its self-developed 5nm cloud chip Yitian 710.\n\nOn Tuesday, the company confirmed plans to develop an in-house processor that would be used to power its cloud computing business.\nThe design is based on British chipmaker Arm Holding's architecture and will use the 5nm technology, which has been under development since 2019 and is expected to boost Alibaba’s cloud services by leveraging performance and energy efficiency.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829033216,"gmtCreate":1633441764113,"gmtModify":1633441764462,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829033216","repostId":"1116662375","repostType":4,"repost":{"id":"1116662375","kind":"news","pubTimestamp":1633441259,"share":"https://www.laohu8.com/m/news/1116662375?lang=zh_CN&edition=full","pubTime":"2021-10-05 21:40","market":"us","language":"en","title":"A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116662375","media":"macworld","summary":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jo","content":"<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫·乔布斯去世了，当时我在想人们会如何记住他。在此期间，他最著名的产品——苹果本身——已经上升到难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>事实上，自乔布斯离开以来，苹果取得了如此大的增长，但这丝毫没有削弱他的实力。可以相对容易地说，蒂姆·库克的苹果的成功表明，尽管2011年末所有人都很担心，但该公司实际上<i>可以</i>没有乔布斯掌舵继续下去。但没人这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，乔布斯去世前10年，苹果正忙着把自己从一个巨大的坑里挖出来。乔布斯于1996年底收购了NeXT，重返公司，并于1997年中期掌权，四年后，他的重大成就主要是苹果尚未倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac OS，并开始向零售领域扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，一个无形的时代，乔布斯疯狂地向墙上扔想法，看看什么会坚持下去。（一台服务器！立方体形状的Power Mac！）这个苹果不怕失败。它不怕看起来很愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试并愿意失败，以便找到它可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果多年来一直在挣扎。然后iPod出现了，开始了一系列的成功，使公司成为今天的样子。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>史蒂夫·乔布斯去世前十年，他和他的团队正在为他们几周后推出的新产品做最后的润色。这是另一个仍然值得一试的奇怪想法——一个如此紧凑的数字音乐播放器，你可以在口袋里随身携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3的销售成功可能给了苹果一条生命线，但正是iPod（本月晚些时候将迎来20岁生日）将苹果的品牌介绍给了无数从未接触过的人，<i>将会</i>永远不要考虑买Mac。再加上不断扩张的苹果零售帝国——另一个可能以灾难告终的想法，但没有——iPod让人们对苹果这个品牌产生了兴趣，让他们也考虑Mac——苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那时起，苹果就走上了制造iPhone和iPad的道路，构建了推动公司发展的三大核心产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果的最后一个财务季度，苹果实现了有史以来最好的财务季度。该公司创造了创纪录的286亿美元收入和创纪录的73.1亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍微好一点。收入为814亿美元，是十年前季度的2.8倍。利润为217亿美元，几乎是十年前总额的三倍。苹果售出了价值395亿美元的iPhone（增长近3倍）、价值73亿美元的iPad（增长22%）和价值82亿美元的Mac（增长61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆·库克的管理下，苹果的平均季度收入增长了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增加了两个主要的新收入来源。蒂姆·库克值得为此受到表扬吗？鉴于如此多的专家确信，如果没有史蒂夫·乔布斯的掌舵，苹果将会完全迷失方向，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自史蒂夫·乔布斯去世以来，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被认为是这一切的幕后黑手一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯上世纪90年代重返公司时建立的东西一样，库克本人也被乔布斯选为继任者。我认为公平地说，乔布斯可能看到了苹果的发展轨迹，并相信库克能够带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，尽管库克带领苹果渡过这些难关值得称赞，但乔布斯理应被视为这一切的始作俑者。苹果在乔布斯去世后的十年里取得的巨大成功只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。苹果TV+是乔布斯自己可能不会想到的服务，最近首播了一个基于艾萨克·阿西莫夫“基金会”系列丛书的系列。从根本上说，“基础”是关于一个人对未来的愿景——以及一个人的愿景如何无法与历史的横扫相媲美。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在向前滚动，我们对事件的看法也在不断变化。亲眼目睹的事件变成了旧故事的复述，受制于我们记忆的限制和二手故事的不完善。我的女儿出生在iPod发布后，但在它上市之前。她快20岁了。时间去了哪里？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“我们这些幸运地变老、摇摇晃晃的人（史蒂芬·保罗·乔布斯从未被允许这样做）会说，我们看到那个人站在舞台上，身后有一个巨大的苹果标志，并介绍了一个新的标志性的、改变世界的产品，”乔布斯去世时我写道。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该如此幸运。</blockquote></p><p></p>","source":"lsy1633441374938","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>A decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</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\">\nA decade later, Steve Jobs is still paving Apple’s path to success<blockquote>十年后，史蒂夫·乔布斯仍在为苹果的成功铺平道路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">macworld</strong><span class=\"h-time small\">2021-10-05 21:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.</p><p><blockquote>时间向前滚动，过去退去，一切都开始褪色，不是吗？十年前，史蒂夫·乔布斯去世了，当时我在想人们会如何记住他。在此期间，他最著名的产品——苹果本身——已经上升到难以想象的权力和影响力水平。</blockquote></p><p> The fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actually<i>could</i>go on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.</p><p><blockquote>事实上，自乔布斯离开以来，苹果取得了如此大的增长，但这丝毫没有削弱他的实力。可以相对容易地说，蒂姆·库克的苹果的成功表明，尽管2011年末所有人都很担心，但该公司实际上<i>可以</i>没有乔布斯掌舵继续下去。但没人这么想。相反，乔布斯被认为是让苹果走上了今天的道路。</blockquote></p><p> The 10 years before</p><p><blockquote>10年前</blockquote></p><p> On October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the&nbsp;iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an&nbsp;entirely new Mac OSout the door, and begin&nbsp;expanding into retail.</p><p><blockquote>2001年10月5日，乔布斯去世前10年，苹果正忙着把自己从一个巨大的坑里挖出来。乔布斯于1996年底收购了NeXT，重返公司，并于1997年中期掌权，四年后，他的重大成就主要是苹果尚未倒闭。多亏了iMac G3，该公司有了一条财务生命线，使其能够翻新Mac产品线的其余部分，推出全新的Mac OS，并开始向零售领域扩张。</blockquote></p><p> This is a very different Apple than the one that most people remember, an&nbsp;invisible era&nbsp;where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.</p><p><blockquote>这是一个与大多数人记忆中截然不同的苹果，一个无形的时代，乔布斯疯狂地向墙上扔想法，看看什么会坚持下去。（一台服务器！立方体形状的Power Mac！）这个苹果不怕失败。它不怕看起来很愚蠢。事实上，它完全接受了这样一个事实，即它需要不断尝试并愿意失败，以便找到它可能成功的地方。</blockquote></p><p> One of those wild ideas ended up saving the company.</p><p><blockquote>其中一个疯狂的想法最终拯救了公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/272cbc070a8abecbfeba42331c92a783\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果多年来一直在挣扎。然后iPod出现了，开始了一系列的成功，使公司成为今天的样子。</span></p></blockquote></p><p> Ten years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.</p><p><blockquote>史蒂夫·乔布斯去世前十年，他和他的团队正在为他们几周后推出的新产品做最后的润色。这是另一个仍然值得一试的奇怪想法——一个如此紧凑的数字音乐播放器，你可以在口袋里随身携带一千首歌曲。</blockquote></p><p> The iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,<i>would</i>never consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.</p><p><blockquote>iMac G3的销售成功可能给了苹果一条生命线，但正是iPod（本月晚些时候将迎来20岁生日）将苹果的品牌介绍给了无数从未接触过的人，<i>将会</i>永远不要考虑买Mac。再加上不断扩张的苹果零售帝国——另一个可能以灾难告终的想法，但没有——iPod让人们对苹果这个品牌产生了兴趣，让他们也考虑Mac——苹果的财富也随之增长。</blockquote></p><p> From there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.</p><p><blockquote>当然，从那时起，苹果就走上了制造iPhone和iPad的道路，构建了推动公司发展的三大核心产品。</blockquote></p><p> The 10 years after</p><p><blockquote>10年后</blockquote></p><p> During Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.</p><p><blockquote>在乔布斯担任首席执行官的苹果的最后一个财务季度，苹果实现了有史以来最好的财务季度。该公司创造了创纪录的286亿美元收入和创纪录的73.1亿美元利润。它售出了价值133亿美元的iPhone、价值60亿美元的iPad和价值51亿美元的Mac。</blockquote></p><p> Ten years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).</p><p><blockquote>乔布斯离开苹果十年后，结果稍微好一点。收入为814亿美元，是十年前季度的2.8倍。利润为217亿美元，几乎是十年前总额的三倍。苹果售出了价值395亿美元的iPhone（增长近3倍）、价值73亿美元的iPad（增长22%）和价值82亿美元的Mac（增长61%）。</blockquote></p><p> Under Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.</p><p><blockquote>在蒂姆·库克的管理下，苹果的平均季度收入增长了两倍。它在可穿戴产品（如苹果手表和AirPods）和服务方面增加了两个主要的新收入来源。蒂姆·库克值得为此受到表扬吗？鉴于如此多的专家确信，如果没有史蒂夫·乔布斯的掌舵，苹果将会完全迷失方向，我当然这么认为。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ff011b19b561e07a75dc6408fdd7251\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Apple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.</span></p><p><blockquote><p class=\"t-img-caption\"><span>自史蒂夫·乔布斯去世以来，苹果取得了巨大的成功。蒂姆·库克应该得到所有的荣誉，就像乔布斯被认为是这一切的幕后黑手一样。</span></p></blockquote></p><p> Just as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.</p><p><blockquote>正如苹果的现代企业文化真正归功于乔布斯上世纪90年代重返公司时建立的东西一样，库克本人也被乔布斯选为继任者。我认为公平地说，乔布斯可能看到了苹果的发展轨迹，并相信库克能够带领公司实现增长，同时继续专注于开发新产品和迭代现有产品。</blockquote></p><p></p><p> So while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.</p><p><blockquote>因此，尽管库克带领苹果渡过这些难关值得称赞，但乔布斯理应被视为这一切的始作俑者。苹果在乔布斯去世后的十年里取得的巨大成功只会增加他的遗产。</blockquote></p><p> But lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.</p><p><blockquote>但是我们不要忘记，没有什么是永恒的。苹果TV+是乔布斯自己可能不会想到的服务，最近首播了一个基于艾萨克·阿西莫夫“基金会”系列丛书的系列。从根本上说，“基础”是关于一个人对未来的愿景——以及一个人的愿景如何无法与历史的横扫相媲美。</blockquote></p><p> Time does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?</p><p><blockquote>时间确实在向前滚动，我们对事件的看法也在不断变化。亲眼目睹的事件变成了旧故事的复述，受制于我们记忆的限制和二手故事的不完善。我的女儿出生在iPod发布后，但在它上市之前。她快20岁了。时间去了哪里？</blockquote></p><p> “Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.</p><p><blockquote>“我们这些幸运地变老、摇摇晃晃的人（史蒂芬·保罗·乔布斯从未被允许这样做）会说，我们看到那个人站在舞台上，身后有一个巨大的苹果标志，并介绍了一个新的标志性的、改变世界的产品，”乔布斯去世时我写道。“一百年后，或许他会沦为一幅漫画。”也许是这样。但我们都应该如此幸运。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.macworld.com/article/540956/steve-jobs-apple-path-to-success.html\">macworld</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.macworld.com/article/540956/steve-jobs-apple-path-to-success.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116662375","content_text":"Time rolls forward, the past recedes, and it all starts to fade, doesn’t it? Ten years ago, Steve Jobs died, and at the time Ipondered how he’d be remembered. In the intervening years, his most notable product–Apple itself–has risen to unimaginable levels of power and influence.\nThe fact that so much of Apple’s growth has happened since Jobs’s departure hasn’t reduced him at all. It would be relatively easy to argue that the success of Tim Cook’s Apple suggests that, despite everyone’s concern in the late days of 2011, the company actuallycouldgo on without Jobs at the helm. But that’s not what anyone thinks. Instead, Jobs is credited for putting Apple on the path that led to it becoming what it is today.\nThe 10 years before\nOn October 5, 2001, 10 years before Jobs passed away, Apple is busy digging itself out of an enormous hole. Jobs returned to the company with the purchase of NeXT in late 1996, assumed the reins of power in mid-1997, and four years later his big accomplishment is mostly that Apple hasn’t gone out of business yet. Thanks to the iMac G3, the company had a financial lifeline that has allowed it to renovate the rest of the Mac product line, get an entirely new Mac OSout the door, and begin expanding into retail.\nThis is a very different Apple than the one that most people remember, an invisible era where Jobs was furiously throwing ideas at the wall to see what would stick. (A server! Acube-shaped Power Mac!) This Apple was not afraid of failure. It wasn’t afraid of looking foolish. It was, in fact, completely embracing the fact that it would need to keep trying and be willing to fail in order to find where it might succeed.\nOne of those wild ideas ended up saving the company.\nApple had been struggling for years. Then the iPod came along to start a string of successes that made the company what it is today.\nTen years before Steve Jobs died, he and his team were putting the finishing touches on the new product they’d be introducing a couple of weeks later. It was another weird idea that was still worth trying–a digital music player so compact that you could carry a thousand songs with you in your pocket.\nThe iMac G3’s sales success might have given Apple a lifeline, but it was the iPod (which has its 20th birthday later this month) that introduced Apple’s brand to countless people who had never,wouldnever consider buying a Mac. And combined with the expanding Apple retail empire–another idea that might have ended in disaster, but didn’t–the iPod turned people on to Apple as a brand, making them consider the Mac as well–and Apple’s fortunes grew.\nFrom there, of course, Apple was on the path to build the iPhone and the iPad, constructing the core trio of products that drive the company even today.\nThe 10 years after\nDuring Apple’sfinal financial quarter with Jobs as CEO, Apple delivered its best financial quarter ever. The company generated a record $28.6 billion in revenue and a record $7.31 billion in profit. It sold $13.3 billion worth of iPhones, $6 billion worth of iPads, and $5.1 billion worth of Macs.\nTen years after Jobs left Apple,the resultswere a bit better. Revenue was $81.4 billion, 2.8 times more than the decade-ago quarter. Profit was $21.7 billion, nearly three times the decade-ago total. Apple sold $39.5 billion worth of iPhones (up nearly 3 times), $7.3 billion worth of iPads (up 22 percent), and $8.2 billion worth of Macs (up 61 percent).\nUnder Tim Cook’s stewardship, Apple has tripled what it makes in an average quarter. It has grown two major new sources of revenue in wearable products (such as Apple Watch and AirPods) and services. Does Tim Cook deserve credit for this? Given how so many experts were convinced that Apple would be utterly adrift without Steve Jobs at the helm, I certainly think so.\nApple has experienced tremendous success since Steve Jobs’ death. Tim Cook deserves all the credit, just as Jobs is viewed as the one who set it all up.\nJust as Apple’s modern corporate culture really owes itself to what Jobs established when he returned to the company in the 1990s, Cook himself was chosen by Jobs as his successor. I think it’s fair to say that Jobs probably saw the trajectory Apple was on and trusted Cook to navigate the company through that growth while also continuing to focus on developing new products and iterating on existing ones.\nSo while Cook deserves credit for steering Apple through these waters, Jobs is rightfully viewed as the person who set it all up. The enormous success of Apple in the decade since Jobs died only adds to his legacy.\nBut lest we forget, nothing is forever. Apple TV+, a service that Jobs probably wouldn’t have conceived of himself, recently premiered a series based on Isaac Asimov’s “Foundation” book series. “Foundation” is, fundamentally, about one man’s vision of the future–and how one man’s vision is no match for the sweep of history.\nTime does roll forward, and our perceptions of events continue to shift. Events witnessed in person become old stories retold, subject to the limits of our memories and the imperfection of second-hand storytelling. My daughter was born just after the iPod was announced, but before it shipped. She’s about to turn 20. Where does the time go?\n“Those of us who are lucky enough to grow old and rickety (in a way that, cruelly, Steven Paul Jobs was never allowed to) will say that we saw that man stand upon a stage with a giant Apple logo behind him and introduce a new iconic, world-changing product,”I wrote when Jobs died. “In a hundred years, perhaps he will have been reduced to a caricature.” Maybe so. But we should all be so lucky.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817625847,"gmtCreate":1630943956489,"gmtModify":1631888730124,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/817625847","repostId":"1121396906","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807606167,"gmtCreate":1628033200059,"gmtModify":1633754304367,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807606167","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857135639,"gmtCreate":1635513319461,"gmtModify":1635513360482,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857135639","repostId":"1111619099","repostType":4,"repost":{"id":"1111619099","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":1635508948,"share":"https://www.laohu8.com/m/news/1111619099?lang=zh_CN&edition=full","pubTime":"2021-10-29 20:02","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111619099","media":"Tiger Newspress","summary":"Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from $Apple$ and $Amazon.com$ that came during an otherwise solid quarterly reporting season from many major companies.At 8:00 a.m. ET, Dow e-minis were down 35 points, or 0.1%, S&P 500 e-minis were down 22.25 points, or 0.49%, and Nasdaq 100 e-minis were down 139.25 points, or 0.88%.Stocks making the biggest moves in the premarket:. $Chevron$ – It gained 2.1% in the premarket after posting its ","content":"<p>Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> and&nbsp;<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> that came during an otherwise solid quarterly reporting season from many major companies.</p><p><blockquote>周五上午，股指期货下跌，投资者关注一些令人失望的盈利结果<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这是在许多大公司的季度报告季出现的。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were down&nbsp;35&nbsp;points, or 0.1%, S&amp;P 500 e-minis were down&nbsp;22.25&nbsp;points, or 0.49%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;139.25&nbsp;points, or 0.88%.<img src=\"https://static.tigerbbs.com/842ac7540fae29726db03cb07f6237e2\" tg-width=\"1080\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌35点，跌幅0.1%，标普500 e-mini下跌22.25点，跌幅0.49%，纳斯达克100 e-mini下跌139.25点，跌幅0.88%。<b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a> – It gained 2.1% in the premarket after posting its highest quarterly profit in 8 years amid surging energy prices. Chevron earned an adjusted $2.96 per share for the third quarter, beating the $2.21 consensus estimate, with revenue also beating Wall Street forecasts.</p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>-在能源价格飙升的情况下，该公司公布了8年来最高的季度利润，盘前上涨2.1%。雪佛龙第三季度调整后每股收益为2.96美元，超出市场普遍预期的2.21美元，营收也超出华尔街预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> – It exceeded estimates by 2 cents with adjusted quarterly earnings of $1.58 per share, though revenue came in below analyst forecasts. Exxon was helped by stronger demand and higher prices, among other factors, and its profit was its highest in four years. Exxon added 1.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>-调整后季度收益为每股1.58美元，超出预期2美分，但收入低于分析师预期。埃克森美孚受益于强劲的需求和更高的价格等因素，其利润达到了四年来的最高水平。埃克森美孚在盘前交易中上涨1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/NWL\">Newell</a> – The company behind consumer product brands like Rubbermaid, Sunbeam and Sharpie earned an adjusted 54 cents per share for the third quarter, 4 cents above estimates, with revenue slightly above forecasts. It also raised its full-year outlook despite supply chain and inflation issues, and its stock added 2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/NWL\">纽维尔</a>–Rubbermaid、Sunbeam和Sharpie等消费品品牌背后的公司第三季度调整后每股收益为54美分，比预期高出4美分，收入略高于预期。尽管存在供应链和通胀问题，该公司还上调了全年预期，其股价在盘前上涨了2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a> – The personal care products company beat estimates by 2 cents with adjusted quarterly earnings of 81 cents per share and revenue also beating analyst predictions. Like many other companies, Colgate said it faced higher costs for raw materials and logistics.</p><p><blockquote><a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a>-这家个人护理产品公司调整后季度收益为每股81美分，超出预期2美分，收入也超出分析师预测。与许多其他公司一样，高露洁表示，它面临着更高的原材料和物流成本。</blockquote></p><p> <a href=\"https://laohu8.com/S/MNTV\">Momentive Global Inc.</a> – The parent of SurveyMonkey agreed to be bought by customer service platform operator&nbsp;Zendesk&nbsp;(ZEN) for $4.13 billion in stock. Zendesk tumbled 18.5% in the premarket, while Momentive Global lost 5.7%.</p><p><blockquote><a href=\"https://laohu8.com/S/MNTV\">迈图全球公司。</a>–SurveyMonkey的母公司同意被客户服务平台运营商Zendesk(ZEN)以41.3亿美元的股票收购。Zendesk盘前下跌18.5%，Momentive Global下跌5.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> – Apple matched estimates with quarterly earnings of $1.24 per share, but revenue fell below analyst forecasts for the first time since 2016. Supply chain issues impacted the production of iPhones and other Apple products, and the stock fell 3.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>-苹果季度收益为每股1.24美元，符合预期，但营收自2016年以来首次低于分析师预期。供应链问题影响了iPhone和其他苹果产品的生产，该股盘前下跌3.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> – Amazon earned $6.12 per share for the third quarter, well below the $8.92 consensus estimate, with revenue also falling below forecasts. Like Apple, Amazon cited supply chain issues and also pointed to labor shortages, and Amazon shares slid 4.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>-亚马逊第三季度每股收益6.12美元，远低于市场普遍预期的8.92美元，营收也低于预期。与苹果一样，亚马逊也提到了供应链问题，并指出劳动力短缺，亚马逊股价在盘前交易中下跌4.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a> – Starbucks beat estimates by a penny with an adjusted quarterly profit of $1.00 per share, but the coffee chain’s revenue and global comparable-store sales fell short of Wall Street forecasts. Starbucks saw a particularly negative impact on its results from a resurgence of Covid-19 in the key China market. Starbucks slumped 5.2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>-星巴克调整后季度利润为每股1.00美元，超出预期1美分，但该咖啡连锁店的收入和全球可比商店销售额低于华尔街的预期。星巴克的业绩受到了Covid-19在主要中国市场的死灰复燃的特别负面影响。星巴克盘前下跌5.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a> – Gilead earned an adjusted $2.65 per share for its latest quarter, surpassing the $1.75 consensus estimate, while the drugmaker’s revenue exceeded forecasts by a comfortable margin. Gilead saw strong demand for its antiviral Covid-19 treatment remdesivir, but said full-year sales of its non-Covid drugs won’t reach earlier estimates and its stock lost 1.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>-吉利德最近一个季度调整后每股收益为2.65美元，超过了市场普遍预期的1.75美元，而该制药商的收入也大幅超出了预期。吉利德看到了对其抗病毒Covid-19治疗药物瑞德西韦的强劲需求，但表示其非Covid药物的全年销售额不会达到之前的预期，其股价在盘前下跌1.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/X\">U.S. Steel</a> – It surged 9.2% in premarket trading after it reported an adjusted quarterly profit of $5.36 per share, compared with a $4.85 consensus estimate. Revenue also came in above analyst projections as steel shipments surged, while U.S. Steel also raised its quarterly dividend to 5 cents per share from 1 cent, and announced a $300 million stock buyback.</p><p><blockquote><a href=\"https://laohu8.com/S/X\">美国钢铁公司</a>-该公司公布调整后季度利润为每股5.36美元，而市场普遍预期为4.85美元，盘前交易中股价飙升9.2%。随着钢铁出货量激增，收入也高于分析师预期，而美国。Steel还将季度股息从每股1美分提高到5美分，并宣布回购3亿美元的股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> – The disk drive maker tumbled 11.2% in premarket trading after the company provided weaker-than-expected current-quarter financial guidance. Western Digital, like other tech companies, is being hit by supply chain issues, although it did beat estimates by 4 cents with an adjusted quarterly profit of $2.49 per share.</p><p><blockquote><a href=\"https://laohu8.com/S/WDC\">西部数据</a>-这家磁盘驱动器制造商在盘前交易中下跌11.2%，此前该公司提供了弱于预期的本季度财务指引。与其他科技公司一样，西部数据也受到供应链问题的打击，尽管它确实超出了预期4美分，调整后季度利润为每股2.49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>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</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; 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}\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\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 20:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from&nbsp;<a href=\"https://laohu8.com/S/AAPL\">Apple</a> and&nbsp;<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> that came during an otherwise solid quarterly reporting season from many major companies.</p><p><blockquote>周五上午，股指期货下跌，投资者关注一些令人失望的盈利结果<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这是在许多大公司的季度报告季出现的。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were down&nbsp;35&nbsp;points, or 0.1%, S&amp;P 500 e-minis were down&nbsp;22.25&nbsp;points, or 0.49%, and Nasdaq 100 e-minis were&nbsp;down&nbsp;139.25&nbsp;points, or 0.88%.<img src=\"https://static.tigerbbs.com/842ac7540fae29726db03cb07f6237e2\" tg-width=\"1080\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌35点，跌幅0.1%，标普500 e-mini下跌22.25点，跌幅0.49%，纳斯达克100 e-mini下跌139.25点，跌幅0.88%。<b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/CVX\">Chevron</a> – It gained 2.1% in the premarket after posting its highest quarterly profit in 8 years amid surging energy prices. Chevron earned an adjusted $2.96 per share for the third quarter, beating the $2.21 consensus estimate, with revenue also beating Wall Street forecasts.</p><p><blockquote><a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>-在能源价格飙升的情况下，该公司公布了8年来最高的季度利润，盘前上涨2.1%。雪佛龙第三季度调整后每股收益为2.96美元，超出市场普遍预期的2.21美元，营收也超出华尔街预期。</blockquote></p><p> <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> – It exceeded estimates by 2 cents with adjusted quarterly earnings of $1.58 per share, though revenue came in below analyst forecasts. Exxon was helped by stronger demand and higher prices, among other factors, and its profit was its highest in four years. Exxon added 1.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>-调整后季度收益为每股1.58美元，超出预期2美分，但收入低于分析师预期。埃克森美孚受益于强劲的需求和更高的价格等因素，其利润达到了四年来的最高水平。埃克森美孚在盘前交易中上涨1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/NWL\">Newell</a> – The company behind consumer product brands like Rubbermaid, Sunbeam and Sharpie earned an adjusted 54 cents per share for the third quarter, 4 cents above estimates, with revenue slightly above forecasts. It also raised its full-year outlook despite supply chain and inflation issues, and its stock added 2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/NWL\">纽维尔</a>–Rubbermaid、Sunbeam和Sharpie等消费品品牌背后的公司第三季度调整后每股收益为54美分，比预期高出4美分，收入略高于预期。尽管存在供应链和通胀问题，该公司还上调了全年预期，其股价在盘前上涨了2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/CL\">Colgate-Palmolive</a> – The personal care products company beat estimates by 2 cents with adjusted quarterly earnings of 81 cents per share and revenue also beating analyst predictions. Like many other companies, Colgate said it faced higher costs for raw materials and logistics.</p><p><blockquote><a href=\"https://laohu8.com/S/CL\">高露洁棕榄</a>-这家个人护理产品公司调整后季度收益为每股81美分，超出预期2美分，收入也超出分析师预测。与许多其他公司一样，高露洁表示，它面临着更高的原材料和物流成本。</blockquote></p><p> <a href=\"https://laohu8.com/S/MNTV\">Momentive Global Inc.</a> – The parent of SurveyMonkey agreed to be bought by customer service platform operator&nbsp;Zendesk&nbsp;(ZEN) for $4.13 billion in stock. Zendesk tumbled 18.5% in the premarket, while Momentive Global lost 5.7%.</p><p><blockquote><a href=\"https://laohu8.com/S/MNTV\">迈图全球公司。</a>–SurveyMonkey的母公司同意被客户服务平台运营商Zendesk(ZEN)以41.3亿美元的股票收购。Zendesk盘前下跌18.5%，Momentive Global下跌5.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AAPL\">Apple</a> – Apple matched estimates with quarterly earnings of $1.24 per share, but revenue fell below analyst forecasts for the first time since 2016. Supply chain issues impacted the production of iPhones and other Apple products, and the stock fell 3.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/AAPL\">苹果</a>-苹果季度收益为每股1.24美元，符合预期，但营收自2016年以来首次低于分析师预期。供应链问题影响了iPhone和其他苹果产品的生产，该股盘前下跌3.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> – Amazon earned $6.12 per share for the third quarter, well below the $8.92 consensus estimate, with revenue also falling below forecasts. Like Apple, Amazon cited supply chain issues and also pointed to labor shortages, and Amazon shares slid 4.5% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>-亚马逊第三季度每股收益6.12美元，远低于市场普遍预期的8.92美元，营收也低于预期。与苹果一样，亚马逊也提到了供应链问题，并指出劳动力短缺，亚马逊股价在盘前交易中下跌4.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a> – Starbucks beat estimates by a penny with an adjusted quarterly profit of $1.00 per share, but the coffee chain’s revenue and global comparable-store sales fell short of Wall Street forecasts. Starbucks saw a particularly negative impact on its results from a resurgence of Covid-19 in the key China market. Starbucks slumped 5.2% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/SBUX\">星巴克</a>-星巴克调整后季度利润为每股1.00美元，超出预期1美分，但该咖啡连锁店的收入和全球可比商店销售额低于华尔街的预期。星巴克的业绩受到了Covid-19在主要中国市场的死灰复燃的特别负面影响。星巴克盘前下跌5.2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a> – Gilead earned an adjusted $2.65 per share for its latest quarter, surpassing the $1.75 consensus estimate, while the drugmaker’s revenue exceeded forecasts by a comfortable margin. Gilead saw strong demand for its antiviral Covid-19 treatment remdesivir, but said full-year sales of its non-Covid drugs won’t reach earlier estimates and its stock lost 1.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>-吉利德最近一个季度调整后每股收益为2.65美元，超过了市场普遍预期的1.75美元，而该制药商的收入也大幅超出了预期。吉利德看到了对其抗病毒Covid-19治疗药物瑞德西韦的强劲需求，但表示其非Covid药物的全年销售额不会达到之前的预期，其股价在盘前下跌1.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/X\">U.S. Steel</a> – It surged 9.2% in premarket trading after it reported an adjusted quarterly profit of $5.36 per share, compared with a $4.85 consensus estimate. Revenue also came in above analyst projections as steel shipments surged, while U.S. Steel also raised its quarterly dividend to 5 cents per share from 1 cent, and announced a $300 million stock buyback.</p><p><blockquote><a href=\"https://laohu8.com/S/X\">美国钢铁公司</a>-该公司公布调整后季度利润为每股5.36美元，而市场普遍预期为4.85美元，盘前交易中股价飙升9.2%。随着钢铁出货量激增，收入也高于分析师预期，而美国。Steel还将季度股息从每股1美分提高到5美分，并宣布回购3亿美元的股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> – The disk drive maker tumbled 11.2% in premarket trading after the company provided weaker-than-expected current-quarter financial guidance. Western Digital, like other tech companies, is being hit by supply chain issues, although it did beat estimates by 4 cents with an adjusted quarterly profit of $2.49 per share.</p><p><blockquote><a href=\"https://laohu8.com/S/WDC\">西部数据</a>-这家磁盘驱动器制造商在盘前交易中下跌11.2%，此前该公司提供了弱于预期的本季度财务指引。与其他科技公司一样，西部数据也受到供应链问题的打击，尽管它确实超出了预期4美分，调整后季度利润为每股2.49美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NWL":"纽威","XOM":"埃克森美孚","WDC":"西部数据","X":"美国钢铁","AMZN":"亚马逊","CL":"高露洁","MNTV":"Momentive Global Inc.","AAPL":"苹果","CVX":"雪佛龙","GILD":"吉利德科学","SBUX":"星巴克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111619099","content_text":"Stock futures dipped Friday morning, with investors eyeing a couple of disappointing earnings results from Apple and Amazon.com that came during an otherwise solid quarterly reporting season from many major companies.\nAt 8:00 a.m. ET, Dow e-minis were down 35 points, or 0.1%, S&P 500 e-minis were down 22.25 points, or 0.49%, and Nasdaq 100 e-minis were down 139.25 points, or 0.88%.Stocks making the biggest moves in the premarket:\nChevron – It gained 2.1% in the premarket after posting its highest quarterly profit in 8 years amid surging energy prices. Chevron earned an adjusted $2.96 per share for the third quarter, beating the $2.21 consensus estimate, with revenue also beating Wall Street forecasts.\nExxon Mobil – It exceeded estimates by 2 cents with adjusted quarterly earnings of $1.58 per share, though revenue came in below analyst forecasts. Exxon was helped by stronger demand and higher prices, among other factors, and its profit was its highest in four years. Exxon added 1.5% in premarket trading.\nNewell – The company behind consumer product brands like Rubbermaid, Sunbeam and Sharpie earned an adjusted 54 cents per share for the third quarter, 4 cents above estimates, with revenue slightly above forecasts. It also raised its full-year outlook despite supply chain and inflation issues, and its stock added 2% in premarket action.\nColgate-Palmolive – The personal care products company beat estimates by 2 cents with adjusted quarterly earnings of 81 cents per share and revenue also beating analyst predictions. Like many other companies, Colgate said it faced higher costs for raw materials and logistics.\nMomentive Global Inc. – The parent of SurveyMonkey agreed to be bought by customer service platform operator Zendesk (ZEN) for $4.13 billion in stock. Zendesk tumbled 18.5% in the premarket, while Momentive Global lost 5.7%.\nApple – Apple matched estimates with quarterly earnings of $1.24 per share, but revenue fell below analyst forecasts for the first time since 2016. Supply chain issues impacted the production of iPhones and other Apple products, and the stock fell 3.6% in the premarket.\nAmazon.com – Amazon earned $6.12 per share for the third quarter, well below the $8.92 consensus estimate, with revenue also falling below forecasts. Like Apple, Amazon cited supply chain issues and also pointed to labor shortages, and Amazon shares slid 4.5% in premarket trading.\nStarbucks – Starbucks beat estimates by a penny with an adjusted quarterly profit of $1.00 per share, but the coffee chain’s revenue and global comparable-store sales fell short of Wall Street forecasts. Starbucks saw a particularly negative impact on its results from a resurgence of Covid-19 in the key China market. Starbucks slumped 5.2% in premarket action.\nGilead Sciences – Gilead earned an adjusted $2.65 per share for its latest quarter, surpassing the $1.75 consensus estimate, while the drugmaker’s revenue exceeded forecasts by a comfortable margin. Gilead saw strong demand for its antiviral Covid-19 treatment remdesivir, but said full-year sales of its non-Covid drugs won’t reach earlier estimates and its stock lost 1.7% in the premarket.\nU.S. Steel – It surged 9.2% in premarket trading after it reported an adjusted quarterly profit of $5.36 per share, compared with a $4.85 consensus estimate. Revenue also came in above analyst projections as steel shipments surged, while U.S. Steel also raised its quarterly dividend to 5 cents per share from 1 cent, and announced a $300 million stock buyback.\nWestern Digital – The disk drive maker tumbled 11.2% in premarket trading after the company provided weaker-than-expected current-quarter financial guidance. Western Digital, like other tech companies, is being hit by supply chain issues, although it did beat estimates by 4 cents with an adjusted quarterly profit of $2.49 per share.","news_type":1,"symbols_score_info":{"WDC":0.9,"XOM":0.9,"X":0.9,"CL":0.9,"AMZN":0.9,"NWL":0.9,"MNTV":0.9,"SBUX":0.9,"AAPL":0.9,"CVX":0.9,"GILD":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883944281,"gmtCreate":1631198442243,"gmtModify":1631888730092,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883944281","repostId":"1171758120","repostType":4,"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896971624,"gmtCreate":1628553844668,"gmtModify":1633746265039,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/896971624","repostId":"1121588253","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157164110,"gmtCreate":1625573658930,"gmtModify":1633939528050,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/157164110","repostId":"1197405031","repostType":4,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154179730,"gmtCreate":1625492739820,"gmtModify":1633940220020,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154179730","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","kind":"news","pubTimestamp":1625464355,"share":"https://www.laohu8.com/m/news/1109703914?lang=zh_CN&edition=full","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p><p><blockquote>对许多人来说，美国的独立日是野餐和海滩日。但今年7月4日是周日，这在美国不是交易日。</blockquote></p><p> So will the major markets open or close for the holiday?</p><p><blockquote>那么假期主要市场会开盘还是收盘呢？</blockquote></p><p> The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p><p><blockquote>事实上，纽约证券交易所和纳斯达克将于7月5日星期一休市，以庆祝独立日。</blockquote></p><p> It's&nbsp;one of nine full-closing daysfor the stock market this year.</p><p><blockquote>这是今年股市九个完整休市日之一。</blockquote></p><p> For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p><p><blockquote>例如，股市将于11月25日星期四感恩节休市。11月26日星期五，交易时间为半天多一点，上午9:30至下午1点。美国东部时间。</blockquote></p><p> Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p><p><blockquote>正常股票交易时间为上午9:30至下午4点。东部时间。</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>Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the Stock Market Open or Closed on Independence Day?<blockquote>独立日股票市场是开放还是关闭？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-05 13:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p><p><blockquote>对许多人来说，美国的独立日是野餐和海滩日。但今年7月4日是周日，这在美国不是交易日。</blockquote></p><p> So will the major markets open or close for the holiday?</p><p><blockquote>那么假期主要市场会开盘还是收盘呢？</blockquote></p><p> The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p><p><blockquote>事实上，纽约证券交易所和纳斯达克将于7月5日星期一休市，以庆祝独立日。</blockquote></p><p> It's&nbsp;one of nine full-closing daysfor the stock market this year.</p><p><blockquote>这是今年股市九个完整休市日之一。</blockquote></p><p> For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p><p><blockquote>例如，股市将于11月25日星期四感恩节休市。11月26日星期五，交易时间为半天多一点，上午9:30至下午1点。美国东部时间。</blockquote></p><p> Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p><p><blockquote>正常股票交易时间为上午9:30至下午4点。东部时间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">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":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835742480,"gmtCreate":1629759069040,"gmtModify":1633682744477,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835742480","repostId":"1188170445","repostType":4,"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174731033,"gmtCreate":1627137440022,"gmtModify":1633767706126,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174731033","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，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。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，尽管不是在短期内。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，销售与宝马、梅赛德斯和雷克萨斯等品牌竞争的高价汽车。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，尽管不是在短期内。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":{"TSLA":"特斯拉","NIO":"蔚来"},"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":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171270626,"gmtCreate":1626748084665,"gmtModify":1633771421079,"author":{"id":"4087558306753550","authorId":"4087558306753550","name":"LuckyLucky","avatar":"https://static.tigerbbs.com/7f6923176f885b4cc7c0299b6e1ec22e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087558306753550","idStr":"4087558306753550"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/171270626","repostId":"1149818409","repostType":4,"repost":{"id":"1149818409","kind":"news","pubTimestamp":1626746165,"share":"https://www.laohu8.com/m/news/1149818409?lang=zh_CN&edition=full","pubTime":"2021-07-20 09:56","market":"us","language":"en","title":"Is This the Long-Awaited Stock Market Crash?<blockquote>这是期待已久的股灾吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149818409","media":"Motley Fool","summary":"Investors are always trying to anticipate the next stock market crash. Those searching for signs of ","content":"<p>Investors are always trying to anticipate the next stock market crash. Those searching for signs of the next major downturn for the market got some evidence supporting the idea that it could come sooner rather than later, with investors continuing to worry about the sharp increase in COVID-19 cases in the U.S. and in other areas of the world. As of 11:15 a.m. EDT, the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)was down 767 points to 33,921. The&nbsp;<b>S&amp;P 500</b>(SNPINDEX:^GSPC)had dropped 65 points to 4,262, and the&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)was lower by 143 points to 14,284.</p><p><blockquote>投资者总是试图预测下一次股市崩盘。那些寻找市场下一次重大低迷迹象的人得到了一些证据支持这样一种观点，即它可能来得早而不是晚，投资者继续担心美国和世界其他地区的COVID-19病例急剧增加。截至美国东部时间上午11:15，<b>道琼斯工业平均指数</b>(DJINDICES：^DJI)下跌767点，至33,921点。The<b>标普500</b>(SNPINDEX：^GSPC)下跌65点至4,262点，而<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）下跌143点，至14,284点。</blockquote></p><p> You can always make a bearish case for why the stock market should stop going up, at least in the short run. However, investors spend too much time trying to figure out exact timing. If you're truly worried about your exposure to the stock market, then the time to take action is<i>before</i>the worst of the next bear market happens. Below, we'll take a closer look at what's hitting the market today and what response might be most appropriate.</p><p><blockquote>你总是可以悲观地解释为什么股市应该停止上涨，至少在短期内是这样。然而，投资者花了太多时间试图找出确切的时机。如果您确实担心自己在股市的敞口，那么现在是采取行动的时候了<i>以前</i>下一次熊市最糟糕的情况发生了。下面，我们将仔细看看今天市场上发生了什么，以及什么反应可能是最合适的。</blockquote></p><p> <b>Slowing down</b></p><p><blockquote><b>减速</b></blockquote></p><p> Many investors couldn't understand the huge gains that the stock market has produced over the past 15 months. Even as the global economy struggled under the weight of pandemic-caused lockdowns, the stock market reflected a level of optimism that simply didn't seem to be there yet. Eventually, vaccines led to reopenings, which in turn started to help lift the prospects for companies hit hard by the pandemic.</p><p><blockquote>许多投资者无法理解股市在过去15个月里取得的巨大涨幅。尽管全球经济在大流行导致的封锁的重压下苦苦挣扎，但股市反映出了一种似乎还没有的乐观情绪。最终，疫苗导致了重新开业，这反过来又开始帮助提升受疫情重创的公司的前景。</blockquote></p><p> Now, though, the fear among investors is that the markets have gotten ahead of themselves. As the delta variant helps stoke rising COVID-19 case counts, the idea that the pandemic would soon no longer be a major factor in the economy is starting to lose credibility.</p><p><blockquote>然而现在，投资者担心市场已经超前了。随着德尔塔变异毒株导致COVID-19病例数不断上升，这种流行病很快将不再是经济主要因素的想法开始失去可信度。</blockquote></p><p> That change of attitude is having dramatic impacts across the financial markets:</p><p><blockquote>这种态度的转变正在对整个金融市场产生巨大影响：</blockquote></p><p> <ul>  <li>Bond yields have plunged as investors seek the reliable, though minuscule, returns available from fixed income securities. Ten-year Treasury yields dropped below 1.2% Monday morning, and after having seen some upward movement in recent months, international bond yields now appear likely to remain negative in many countries throughout Europe for the foreseeable future.</li>  <li>The drop in long-term rates has hit financial stocks hard, with<b>Goldman Sachs</b>(NYSE:GS)leading big banks lower with a nearly 4% drop. Financials are playing a major role in pulling the Dow down by a larger percentage than other markets on Monday.</li>  <li>Signs ofinflationary pressureare showing early signs of potentially reversing. Crude oil fell nearly $5 per barrel on Monday, falling to $67 per barrel and causing oil-related stocks to fall.<b>Chevron</b>(NYSE:CVX)was among the Dow's weakest performers, falling more than 3% Monday morning.</li>  <li>Meanwhile, some stocks are benefiting.<b>Moderna</b>(NASDAQ:MRNA)shares rose, perhaps in anticipation ofgreater vaccine sales, while<b>Peloton Interactive</b>(NASDAQ:PTON)also gained ground as some anticipate that more fitness enthusiasts might stay home if health risk levels increase.</li> </ul> Meanwhile, cyclical stocks in areas like industrials and materials are also particularly weak. The declines are coming after a generally strong performance over the past year.</p><p><blockquote><ul><li>由于投资者寻求从固定收益证券中获得可靠但微乎其微的回报，债券收益率暴跌。周一上午，十年期国债收益率跌破1.2%，在经历了近几个月的一些上行之后，在可预见的未来，欧洲许多国家的国际债券收益率现在似乎可能保持负值。</li><li>长期利率下降重创金融股，<b>高盛</b>(NYSE：GS)领跌大银行，跌幅近4%。周一，金融股在拖累道琼斯指数跌幅方面发挥了重要作用，跌幅大于其他市场。</li><li>通胀压力的迹象显示出可能逆转的早期迹象。原油周一每桶下跌近5美元，跌至每桶67美元，并导致石油相关股票下跌。<b>雪佛龙</b>（纽约证券交易所代码：CVX）是道琼斯指数表现最弱的股票之一，周一上午下跌超过3%。</li><li>与此同时，一些股票正在受益。<b>现代</b>（纳斯达克：MRNA）股价上涨，或许是由于预期疫苗销量会增加，而<b>Peloton互动</b>（纳斯达克：PTON）也取得了进展，因为一些人预计，如果健康风险水平上升，更多的健身爱好者可能会呆在家里。</li></ul>与此同时，工业和材料等领域的周期性股票也特别疲软。这些下降是在过去一年表现普遍强劲之后发生的。</blockquote></p><p> <b>Don't panic -- but be ready for what might come next</b></p><p><blockquote><b>不要惊慌——但要为接下来可能发生的事情做好准备</b></blockquote></p><p> It's always hard to deal with market downturns, and in particular, the long-term rise in the Dow makes declines seem worse than they really are. Drops of 2% have always been commonplace on Wall Street, but with the Dow having jumped as far as it has, the inevitable \"Dow Down 700+\" headlines always look more ominous.</p><p><blockquote>应对市场低迷总是很困难的，特别是道琼斯指数的长期上涨让下跌看起来比实际情况更糟糕。下跌2%在华尔街一直是家常便饭，但随着道琼斯指数已经跳得如此之远，不可避免的“道琼斯指数下跌700+”的头条新闻看起来总是更加不祥。</blockquote></p><p> Panic-selling after a stock market crash almost never works out well, and that's why feeling comfortable with your current level of risk<i>before</i>a crash comes is so important. In particular, if you find your portfolio has a lot more invested in stocks than you thought after the big gains of the past year, it's not unreasonable to rebalance your portfolio and move some of that money out of the market before a crash. Many investors like to target certain percentages in various asset classes, and it's smart to periodically check in on your holdings to make sure gains in one area and losses in another haven't thrown your portfolio out of whack.</p><p><blockquote>股市崩盘后的恐慌性抛售几乎永远不会有好结果，这就是为什么对当前的风险水平感到满意<i>以前</i>崩溃的到来是如此重要。特别是，如果您发现在过去一年的大幅上涨之后，您的投资组合在股票上的投资比您想象的要多得多，那么在崩盘之前重新平衡您的投资组合并将部分资金撤出市场并非没有道理。许多投资者喜欢在各种资产类别中设定一定比例的目标，明智的做法是定期检查您的持股，以确保一个领域的收益和另一个领域的损失不会使您的投资组合陷入混乱。</blockquote></p><p> Monday morning's downward move doesn't count as a crash. That doesn't mean there won't be one later today, tomorrow, next week, or later this year. Regardless, though,having an investing strategythat acknowledges the inevitable fact that a crash will come at some point will definitely help you whenever that fateful day finally does arrive.</p><p><blockquote>周一上午的下跌不算崩盘。这并不意味着今天晚些时候、明天、下周或今年晚些时候不会有。不过，无论如何，拥有一个承认崩盘将在某个时候到来这一不可避免的事实的投资策略肯定会在那决定性的一天最终到来时对你有所帮助。</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>Is This the Long-Awaited Stock Market Crash?<blockquote>这是期待已久的股灾吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs This the Long-Awaited Stock Market Crash?<blockquote>这是期待已久的股灾吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-20 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors are always trying to anticipate the next stock market crash. Those searching for signs of the next major downturn for the market got some evidence supporting the idea that it could come sooner rather than later, with investors continuing to worry about the sharp increase in COVID-19 cases in the U.S. and in other areas of the world. As of 11:15 a.m. EDT, the&nbsp;<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI)was down 767 points to 33,921. The&nbsp;<b>S&amp;P 500</b>(SNPINDEX:^GSPC)had dropped 65 points to 4,262, and the&nbsp;<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)was lower by 143 points to 14,284.</p><p><blockquote>投资者总是试图预测下一次股市崩盘。那些寻找市场下一次重大低迷迹象的人得到了一些证据支持这样一种观点，即它可能来得早而不是晚，投资者继续担心美国和世界其他地区的COVID-19病例急剧增加。截至美国东部时间上午11:15，<b>道琼斯工业平均指数</b>(DJINDICES：^DJI)下跌767点，至33,921点。The<b>标普500</b>(SNPINDEX：^GSPC)下跌65点至4,262点，而<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）下跌143点，至14,284点。</blockquote></p><p> You can always make a bearish case for why the stock market should stop going up, at least in the short run. However, investors spend too much time trying to figure out exact timing. If you're truly worried about your exposure to the stock market, then the time to take action is<i>before</i>the worst of the next bear market happens. Below, we'll take a closer look at what's hitting the market today and what response might be most appropriate.</p><p><blockquote>你总是可以悲观地解释为什么股市应该停止上涨，至少在短期内是这样。然而，投资者花了太多时间试图找出确切的时机。如果您确实担心自己在股市的敞口，那么现在是采取行动的时候了<i>以前</i>下一次熊市最糟糕的情况发生了。下面，我们将仔细看看今天市场上发生了什么，以及什么反应可能是最合适的。</blockquote></p><p> <b>Slowing down</b></p><p><blockquote><b>减速</b></blockquote></p><p> Many investors couldn't understand the huge gains that the stock market has produced over the past 15 months. Even as the global economy struggled under the weight of pandemic-caused lockdowns, the stock market reflected a level of optimism that simply didn't seem to be there yet. Eventually, vaccines led to reopenings, which in turn started to help lift the prospects for companies hit hard by the pandemic.</p><p><blockquote>许多投资者无法理解股市在过去15个月里取得的巨大涨幅。尽管全球经济在大流行导致的封锁的重压下苦苦挣扎，但股市反映出了一种似乎还没有的乐观情绪。最终，疫苗导致了重新开业，这反过来又开始帮助提升受疫情重创的公司的前景。</blockquote></p><p> Now, though, the fear among investors is that the markets have gotten ahead of themselves. As the delta variant helps stoke rising COVID-19 case counts, the idea that the pandemic would soon no longer be a major factor in the economy is starting to lose credibility.</p><p><blockquote>然而现在，投资者担心市场已经超前了。随着德尔塔变异毒株导致COVID-19病例数不断上升，这种流行病很快将不再是经济主要因素的想法开始失去可信度。</blockquote></p><p> That change of attitude is having dramatic impacts across the financial markets:</p><p><blockquote>这种态度的转变正在对整个金融市场产生巨大影响：</blockquote></p><p> <ul>  <li>Bond yields have plunged as investors seek the reliable, though minuscule, returns available from fixed income securities. Ten-year Treasury yields dropped below 1.2% Monday morning, and after having seen some upward movement in recent months, international bond yields now appear likely to remain negative in many countries throughout Europe for the foreseeable future.</li>  <li>The drop in long-term rates has hit financial stocks hard, with<b>Goldman Sachs</b>(NYSE:GS)leading big banks lower with a nearly 4% drop. Financials are playing a major role in pulling the Dow down by a larger percentage than other markets on Monday.</li>  <li>Signs ofinflationary pressureare showing early signs of potentially reversing. Crude oil fell nearly $5 per barrel on Monday, falling to $67 per barrel and causing oil-related stocks to fall.<b>Chevron</b>(NYSE:CVX)was among the Dow's weakest performers, falling more than 3% Monday morning.</li>  <li>Meanwhile, some stocks are benefiting.<b>Moderna</b>(NASDAQ:MRNA)shares rose, perhaps in anticipation ofgreater vaccine sales, while<b>Peloton Interactive</b>(NASDAQ:PTON)also gained ground as some anticipate that more fitness enthusiasts might stay home if health risk levels increase.</li> </ul> Meanwhile, cyclical stocks in areas like industrials and materials are also particularly weak. The declines are coming after a generally strong performance over the past year.</p><p><blockquote><ul><li>由于投资者寻求从固定收益证券中获得可靠但微乎其微的回报，债券收益率暴跌。周一上午，十年期国债收益率跌破1.2%，在经历了近几个月的一些上行之后，在可预见的未来，欧洲许多国家的国际债券收益率现在似乎可能保持负值。</li><li>长期利率下降重创金融股，<b>高盛</b>(NYSE：GS)领跌大银行，跌幅近4%。周一，金融股在拖累道琼斯指数跌幅方面发挥了重要作用，跌幅大于其他市场。</li><li>通胀压力的迹象显示出可能逆转的早期迹象。原油周一每桶下跌近5美元，跌至每桶67美元，并导致石油相关股票下跌。<b>雪佛龙</b>（纽约证券交易所代码：CVX）是道琼斯指数表现最弱的股票之一，周一上午下跌超过3%。</li><li>与此同时，一些股票正在受益。<b>现代</b>（纳斯达克：MRNA）股价上涨，或许是由于预期疫苗销量会增加，而<b>Peloton互动</b>（纳斯达克：PTON）也取得了进展，因为一些人预计，如果健康风险水平上升，更多的健身爱好者可能会呆在家里。</li></ul>与此同时，工业和材料等领域的周期性股票也特别疲软。这些下降是在过去一年表现普遍强劲之后发生的。</blockquote></p><p> <b>Don't panic -- but be ready for what might come next</b></p><p><blockquote><b>不要惊慌——但要为接下来可能发生的事情做好准备</b></blockquote></p><p> It's always hard to deal with market downturns, and in particular, the long-term rise in the Dow makes declines seem worse than they really are. Drops of 2% have always been commonplace on Wall Street, but with the Dow having jumped as far as it has, the inevitable \"Dow Down 700+\" headlines always look more ominous.</p><p><blockquote>应对市场低迷总是很困难的，特别是道琼斯指数的长期上涨让下跌看起来比实际情况更糟糕。下跌2%在华尔街一直是家常便饭，但随着道琼斯指数已经跳得如此之远，不可避免的“道琼斯指数下跌700+”的头条新闻看起来总是更加不祥。</blockquote></p><p> Panic-selling after a stock market crash almost never works out well, and that's why feeling comfortable with your current level of risk<i>before</i>a crash comes is so important. In particular, if you find your portfolio has a lot more invested in stocks than you thought after the big gains of the past year, it's not unreasonable to rebalance your portfolio and move some of that money out of the market before a crash. Many investors like to target certain percentages in various asset classes, and it's smart to periodically check in on your holdings to make sure gains in one area and losses in another haven't thrown your portfolio out of whack.</p><p><blockquote>股市崩盘后的恐慌性抛售几乎永远不会有好结果，这就是为什么对当前的风险水平感到满意<i>以前</i>崩溃的到来是如此重要。特别是，如果您发现在过去一年的大幅上涨之后，您的投资组合在股票上的投资比您想象的要多得多，那么在崩盘之前重新平衡您的投资组合并将部分资金撤出市场并非没有道理。许多投资者喜欢在各种资产类别中设定一定比例的目标，明智的做法是定期检查您的持股，以确保一个领域的收益和另一个领域的损失不会使您的投资组合陷入混乱。</blockquote></p><p> Monday morning's downward move doesn't count as a crash. That doesn't mean there won't be one later today, tomorrow, next week, or later this year. Regardless, though,having an investing strategythat acknowledges the inevitable fact that a crash will come at some point will definitely help you whenever that fateful day finally does arrive.</p><p><blockquote>周一上午的下跌不算崩盘。这并不意味着今天晚些时候、明天、下周或今年晚些时候不会有。不过，无论如何，拥有一个承认崩盘将在某个时候到来这一不可避免的事实的投资策略肯定会在那决定性的一天最终到来时对你有所帮助。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/19/is-this-the-long-awaited-stock-market-crash/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2021/07/19/is-this-the-long-awaited-stock-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149818409","content_text":"Investors are always trying to anticipate the next stock market crash. Those searching for signs of the next major downturn for the market got some evidence supporting the idea that it could come sooner rather than later, with investors continuing to worry about the sharp increase in COVID-19 cases in the U.S. and in other areas of the world. As of 11:15 a.m. EDT, the Dow Jones Industrial Average(DJINDICES:^DJI)was down 767 points to 33,921. The S&P 500(SNPINDEX:^GSPC)had dropped 65 points to 4,262, and the Nasdaq Composite(NASDAQINDEX:^IXIC)was lower by 143 points to 14,284.\nYou can always make a bearish case for why the stock market should stop going up, at least in the short run. However, investors spend too much time trying to figure out exact timing. If you're truly worried about your exposure to the stock market, then the time to take action isbeforethe worst of the next bear market happens. Below, we'll take a closer look at what's hitting the market today and what response might be most appropriate.\nSlowing down\nMany investors couldn't understand the huge gains that the stock market has produced over the past 15 months. Even as the global economy struggled under the weight of pandemic-caused lockdowns, the stock market reflected a level of optimism that simply didn't seem to be there yet. Eventually, vaccines led to reopenings, which in turn started to help lift the prospects for companies hit hard by the pandemic.\nNow, though, the fear among investors is that the markets have gotten ahead of themselves. As the delta variant helps stoke rising COVID-19 case counts, the idea that the pandemic would soon no longer be a major factor in the economy is starting to lose credibility.\nThat change of attitude is having dramatic impacts across the financial markets:\n\nBond yields have plunged as investors seek the reliable, though minuscule, returns available from fixed income securities. Ten-year Treasury yields dropped below 1.2% Monday morning, and after having seen some upward movement in recent months, international bond yields now appear likely to remain negative in many countries throughout Europe for the foreseeable future.\nThe drop in long-term rates has hit financial stocks hard, withGoldman Sachs(NYSE:GS)leading big banks lower with a nearly 4% drop. Financials are playing a major role in pulling the Dow down by a larger percentage than other markets on Monday.\nSigns ofinflationary pressureare showing early signs of potentially reversing. Crude oil fell nearly $5 per barrel on Monday, falling to $67 per barrel and causing oil-related stocks to fall.Chevron(NYSE:CVX)was among the Dow's weakest performers, falling more than 3% Monday morning.\nMeanwhile, some stocks are benefiting.Moderna(NASDAQ:MRNA)shares rose, perhaps in anticipation ofgreater vaccine sales, whilePeloton Interactive(NASDAQ:PTON)also gained ground as some anticipate that more fitness enthusiasts might stay home if health risk levels increase.\n\nMeanwhile, cyclical stocks in areas like industrials and materials are also particularly weak. The declines are coming after a generally strong performance over the past year.\nDon't panic -- but be ready for what might come next\nIt's always hard to deal with market downturns, and in particular, the long-term rise in the Dow makes declines seem worse than they really are. Drops of 2% have always been commonplace on Wall Street, but with the Dow having jumped as far as it has, the inevitable \"Dow Down 700+\" headlines always look more ominous.\nPanic-selling after a stock market crash almost never works out well, and that's why feeling comfortable with your current level of riskbeforea crash comes is so important. In particular, if you find your portfolio has a lot more invested in stocks than you thought after the big gains of the past year, it's not unreasonable to rebalance your portfolio and move some of that money out of the market before a crash. Many investors like to target certain percentages in various asset classes, and it's smart to periodically check in on your holdings to make sure gains in one area and losses in another haven't thrown your portfolio out of whack.\nMonday morning's downward move doesn't count as a crash. That doesn't mean there won't be one later today, tomorrow, next week, or later this year. Regardless, though,having an investing strategythat acknowledges the inevitable fact that a crash will come at some point will definitely help you whenever that fateful day finally does arrive.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}