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ashethen
2022-01-31
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What CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法: 世界已经变了</blockquote>
ashethen
2022-01-30
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2022-01-29
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2022-01-27
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Dow Chemical Jumped Nearly 6% in Morning Trading as Its Sales Rise Above Expectations<blockquote>陶氏化学早盘交易中上涨近 6%,销售额超出预期</blockquote>
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2022-01-25
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EV Stocks Dropped in Morning Trading<blockquote>电动汽车股早盘下跌</blockquote>
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2022-01-24
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Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week<blockquote>特斯拉、英特尔、苹果、微软、Visa 和本周值得关注的其他股票</blockquote>
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2022-01-23
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2022-01-22
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2022-01-19
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2022-01-17
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2022-01-16
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2022-01-14
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3 Meme Stocks That Are Actually Solid Long-Term Picks<blockquote>3只实际上是可靠的长期选择的模因股票</blockquote>
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2022-01-14
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Down 15% Already in 2022, Is This Metaverse Stock a Buy?<blockquote>2022年已经下跌15%,这只元宇宙股票值得买入吗?</blockquote>
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2022-01-12
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2022-01-09
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Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落,Salesforce 分析</blockquote>
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2022-01-08
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2022-01-07
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2022-01-05
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2022-01-04
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2022-01-02
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13:33","market":"us","language":"en","title":"What CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法: 世界已经变了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124703240","media":"The Wall Street Journal","summary":"This is what some of the world’s corporate leaders said on their quarterly earnings calls this week ","content":"<p><html><head></head><body>This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.</p><p><blockquote><html><head></head><body>这是一些全球企业领袖在本周的季度财报评级上对他们对通货膨胀的看法和做法所说的话。</body></html></blockquote></p><p><b>Apple</b> <b>Inc.</b><b>Chief Executive Tim Cook:</b></p><p><blockquote><b>苹果</b><b>公司。</b><b>首席执行官蒂姆·库克:</b></blockquote></p><p>“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)</p><p><blockquote>“我们看到了通货膨胀.正如我在之前的看涨期权上提到的,物流的搬运成本非常高。我希望至少有一部分是暂时的,但世界已经变了,我们拭目以待。”(1月27日)</blockquote></p><p><b>Kimberly-Clark</b> <b>Corp.</b><b>Chief Executive Michael Hsu:</b></p><p><blockquote><b>金佰利</b><b>公司</b><b>行政总裁许国强:</b></blockquote></p><p>“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)</p><p><blockquote>“从历史上看,我们看到的是大宗商品的快速回升.但这个周期略有不同,因为峰值更高、更宽、持续时间更长.我们预计今年不会出现回升,如果出现回升,那么我们的复苏速度会更快一些。尽管如此,在某个时候还是会出现回升”。(1月26日)</blockquote></p><p><b>3M</b> <b>Co.</b> <b>Chief Financial Officer Monish Patolawala:</b></p><p><blockquote><b>3M</b><b>公司。</b><b>首席财务官 Monish Patolawala:</b></blockquote></p><p>“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)</p><p><blockquote>“与前几个月相比,12 月份的通货膨胀速度有所放缓。通货膨胀依然存在,但我们看到通货膨胀速度有所放缓。我认为这是一个积极的信号。但同样,这将取决于冬季的情况,取决于物流等情况,以及港口是否畅通。”(1月25日)</blockquote></p><p><b>Nasdaq</b> <b>Inc.</b><b>Chief Financial Officer Ann Dennison:</b></p><p><blockquote><b>纳斯达克</b><b>公司。</b><b>首席财务官安·丹尼森:</b></blockquote></p><p>“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)</p><p><blockquote>“我确实认为,我们的供应商合同存在一些通胀压力,我们会克服的。但绝大多数都是在工资方面。因此,虽然我们认为目前的压力是短期的,但我们希望根据这些需求继续进行长期投资。”(1月26日)</blockquote></p><p><b>McDonald’s</b> <b>Corp.</b><b>Chief Financial Officer Kevin Ozan:</b></p><p><blockquote><b>麦当劳</b><b>公司</b><b>首席财务官凯文·奥赞:</b></blockquote></p><p>“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)</p><p><blockquote>“公平地说,进入 2022 年大宗商品面临压力。举个角度来看,2021 年,在美国,我们的食品和纸张成本全年上涨了约 4%。如果我们展望 2022 年,我们预计 2022 年的增幅将约为两倍或高个位数。大部分或更多的压力将出现在今年的上半年,随着今年的进展,我们预计这种压力会有所缓解。”(1月27日)</blockquote></p><p><b>Whirlpool</b> <b>Corp.</b><b>Chief Executive Marc Bitzer:</b></p><p><blockquote><b>漩涡</b><b>公司</b><b>首席执行官 Marc Bitzer:</b></blockquote></p><p>“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)</p><p><blockquote>“到目前为止,我们还没有看到对价格弹性的任何重大担忧。需求依然强劲。坦率地说,目前,随着我们最近公布的涨价幅度,我们并不认为这是头号制约因素。因此,我们又回到了总的主题:消费者目前并不是我们最关心的问题。这是在供应链方面。”(1月27日)</blockquote></p><p><b>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:</b></p><p><blockquote><b>帝亚吉欧公司首席财务官 Lavanya Chandrashekar:</b></blockquote></p><p>“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)</p><p><blockquote>“为了应对整个供应链通货膨胀的加剧,并在强有力的营销投资的支持下,我们在上半年提高了价格。.我将与大家分享几个例子。在美国,我们在上半年将 Casamigos 和 Don Julio 的价格平均提高了 4.5% 多一点。尽管某些老化产品的供应受到限制,但我们仍然看到这两个品牌的销量强劲增长,而且这两个品牌的份额也持续增长。”(1月27日)</blockquote></p><p><b>Mondelez International</b><b>Inc.</b><b>Chief Executive Dirk Van de Put:</b></p><p><blockquote><b>亿滋国际</b><b>公司。</b><b>首席执行官德克·范德普特:</b></blockquote></p><p>“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)</p><p><blockquote>“正如我们在上周发布的零食状况调查中发现的那样,每天吃零食的趋势连续第三年上升。尽管 70% 的全球消费者表示担心通货膨胀,但迄今为止,通货膨胀对他们的食品杂货购物行为几乎没有改变。这与观察到的价格弹性是一致的”。(1月27日)</blockquote></p><p><b>Levi Strauss& Co. Chief Executive Chip Bergh:</b></p><p><blockquote><b>Levi Strauss&Co.首席执行官Chip Bergh:</b></blockquote></p><p>“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)</p><p><blockquote>“通货膨胀在一定程度上是心理因素.我们像鹰一样关注消费者。但现在,我们看到的每一个信号都是积极的。我们知道,在过去的六个月里,我们已经成功地通过了定价”。(1月26日)</blockquote></p><p><b>Raytheon Technologies</b><b>Corp.</b><b>Chief Executive Greg Hayes:</b></p><p><blockquote><b>雷神技术公司</b><b>公司</b><b>首席执行官格雷格·海耶斯:</b></blockquote></p><p>“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)</p><p><blockquote>“很明显,我想和其他人一样,我们也看到了通货膨胀,而且通货膨胀高于我们的预期,我想说,是在去年年底。当我们考虑 2022 年时,我认为供应链意外通货膨胀带来的价格压力可能约为 1.5 亿美元。现在,通常情况下,进入新的一年,我们会看到大约 2 亿美元左右的定价压力,我们会努力减轻这些压力.今年,我们还有更多的工作要做”。(1月25日)</blockquote></p><p><b>Southwest Airlines</b><b>Co.</b><b>Chief Financial Officer Tammy Romo:</b></p><p><blockquote><b>西南航空公司</b><b>公司。</b><b>首席财务官塔米·罗莫:</b></blockquote></p><p>“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)</p><p><blockquote>“正如预期的那样,我们继续面临第四季度的通胀成本压力,主要体现在工资、工资和福利以及机场成本方面.当然,劳动力市场仍然是一个挑战,这继续给工资水平带来全面压力。”(1月27日)</blockquote></p><p><b>Sherwin-Williams</b><b>Co.</b><b>Chief Executive John G. Morikis:</b></p><p><blockquote><b>舍温-威廉姆斯</b><b>公司。</b><b>首席执行官 John G. Morikis:</b></blockquote></p><p></p><p>“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)</p><p><blockquote>“我们的展望还假设,与 2021 年相比,2022 年我们原材料篮子的市场通货膨胀率将上升两位数至十几个百分点。我们预计所有四个季度的通货膨胀率都将同比增长,其中第一季度的影响可能最大,随着年份的进展,每个季度的通货膨胀率都会逐渐下降。”(1月27日)</blockquote></p><p><b>Dow</b><b>Inc.</b><b>Chief Executive Jim Fitterling:</b></p><p><blockquote><b>陶氏</b><b>公司。</b><b>首席执行官吉姆·菲特林:</b></blockquote></p><p>“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)</p><p><blockquote>“我对通货膨胀抑制需求并不悲观。老实说,通货膨胀对我们的业务一直是一个利好。在过去的 30 年里,当美联储加息时,这通常会推动我们行业的表现优于其他行业”。(1月27日)</blockquote></p><p><b>Visa</b><b>Inc.</b><b>Chief Financial Officer Vasant Prabhu:</b></p><p><blockquote><b>签证</b><b>公司。</b><b>首席财务官 Vasant Prabhu:</b></blockquote></p><p>“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)</p><p><blockquote>“就通货膨胀而言,.我们的服务费--跨境等--主要是以票价的基点计价的。因此,在通货膨胀推高票价的情况下,这显然对我们有利。”(1月27日)</blockquote></p><p><b>Tractor Supply</b> <b>Co.</b><b>Chief Financial Officer Kurt Barton:</b></p><p><blockquote><b>拖拉机供应</b><b>公司。</b><b>首席财务官库尔特·巴顿:</b></blockquote></p><p>“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)</p><p><blockquote>“正如我在 2022 年指导意见中提到的,我们预计通货膨胀将持续存在。在未来几年,我们预计通胀环境将普遍,但通胀将更加典型。”(1月27日)</blockquote></p><p><b>Oshkosh</b> <b>Corp. Chief ExecutiveJohn C. Pfeifer:</b></p><p><blockquote><b>奥什科什</b><b>公司首席执行官John C. Pfeifer:</b></blockquote></p><p>“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)</p><p><blockquote>“在我们看到大量积压的同时,我们也看到了材料成本的攀升。这就是我们现在正在经历的,我们非常有信心能够度过难关。我们认为我们正在进入一种新常态。我们不知道这一点--我们不相信这种材料成本是暂时的。我们认为通胀很可能会持续下去。”(1月26日)</blockquote></p><p><b>Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:</b></p><p><blockquote><b>威瑞森通信公司。首席财务官马特·埃利斯:</b></blockquote></p><p>“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)</p><p><blockquote>“我们都知道通货膨胀的存在,当然我们会看到其中的一些。好消息是,我们的成本基础中有很大一部分与长期合同挂钩,这意味着我们不一定会像其他行业那样以同样的速度看到通货膨胀的全面影响。但肯定是真的。我们将采取行动解决这个问题。”(1月25日)</blockquote></p><p><b>McCormick& Co. Chief Financial Officer Mike Smith:</b></p><p><blockquote><b>McCormick&Co.首席财务官迈克·史密斯:</b></blockquote></p><p>“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)</p><p><blockquote>“随着去年下半年成本压力的加剧,成本通胀将在 2022 年上半年产生更重大的影响”。(1月27日)</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法: 世界已经变了</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\">\nWhat CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法: 世界已经变了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2022-01-30 13:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.</p><p><blockquote><html><head></head><body>这是一些全球企业领袖在本周的季度财报评级上对他们对通货膨胀的看法和做法所说的话。</body></html></blockquote></p><p><b>Apple</b> <b>Inc.</b><b>Chief Executive Tim Cook:</b></p><p><blockquote><b>苹果</b><b>公司。</b><b>首席执行官蒂姆·库克:</b></blockquote></p><p>“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)</p><p><blockquote>“我们看到了通货膨胀.正如我在之前的看涨期权上提到的,物流的搬运成本非常高。我希望至少有一部分是暂时的,但世界已经变了,我们拭目以待。”(1月27日)</blockquote></p><p><b>Kimberly-Clark</b> <b>Corp.</b><b>Chief Executive Michael Hsu:</b></p><p><blockquote><b>金佰利</b><b>公司</b><b>行政总裁许国强:</b></blockquote></p><p>“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)</p><p><blockquote>“从历史上看,我们看到的是大宗商品的快速回升.但这个周期略有不同,因为峰值更高、更宽、持续时间更长.我们预计今年不会出现回升,如果出现回升,那么我们的复苏速度会更快一些。尽管如此,在某个时候还是会出现回升”。(1月26日)</blockquote></p><p><b>3M</b> <b>Co.</b> <b>Chief Financial Officer Monish Patolawala:</b></p><p><blockquote><b>3M</b><b>公司。</b><b>首席财务官 Monish Patolawala:</b></blockquote></p><p>“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)</p><p><blockquote>“与前几个月相比,12 月份的通货膨胀速度有所放缓。通货膨胀依然存在,但我们看到通货膨胀速度有所放缓。我认为这是一个积极的信号。但同样,这将取决于冬季的情况,取决于物流等情况,以及港口是否畅通。”(1月25日)</blockquote></p><p><b>Nasdaq</b> <b>Inc.</b><b>Chief Financial Officer Ann Dennison:</b></p><p><blockquote><b>纳斯达克</b><b>公司。</b><b>首席财务官安·丹尼森:</b></blockquote></p><p>“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)</p><p><blockquote>“我确实认为,我们的供应商合同存在一些通胀压力,我们会克服的。但绝大多数都是在工资方面。因此,虽然我们认为目前的压力是短期的,但我们希望根据这些需求继续进行长期投资。”(1月26日)</blockquote></p><p><b>McDonald’s</b> <b>Corp.</b><b>Chief Financial Officer Kevin Ozan:</b></p><p><blockquote><b>麦当劳</b><b>公司</b><b>首席财务官凯文·奥赞:</b></blockquote></p><p>“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)</p><p><blockquote>“公平地说,进入 2022 年大宗商品面临压力。举个角度来看,2021 年,在美国,我们的食品和纸张成本全年上涨了约 4%。如果我们展望 2022 年,我们预计 2022 年的增幅将约为两倍或高个位数。大部分或更多的压力将出现在今年的上半年,随着今年的进展,我们预计这种压力会有所缓解。”(1月27日)</blockquote></p><p><b>Whirlpool</b> <b>Corp.</b><b>Chief Executive Marc Bitzer:</b></p><p><blockquote><b>漩涡</b><b>公司</b><b>首席执行官 Marc Bitzer:</b></blockquote></p><p>“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)</p><p><blockquote>“到目前为止,我们还没有看到对价格弹性的任何重大担忧。需求依然强劲。坦率地说,目前,随着我们最近公布的涨价幅度,我们并不认为这是头号制约因素。因此,我们又回到了总的主题:消费者目前并不是我们最关心的问题。这是在供应链方面。”(1月27日)</blockquote></p><p><b>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:</b></p><p><blockquote><b>帝亚吉欧公司首席财务官 Lavanya Chandrashekar:</b></blockquote></p><p>“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)</p><p><blockquote>“为了应对整个供应链通货膨胀的加剧,并在强有力的营销投资的支持下,我们在上半年提高了价格。.我将与大家分享几个例子。在美国,我们在上半年将 Casamigos 和 Don Julio 的价格平均提高了 4.5% 多一点。尽管某些老化产品的供应受到限制,但我们仍然看到这两个品牌的销量强劲增长,而且这两个品牌的份额也持续增长。”(1月27日)</blockquote></p><p><b>Mondelez International</b><b>Inc.</b><b>Chief Executive Dirk Van de Put:</b></p><p><blockquote><b>亿滋国际</b><b>公司。</b><b>首席执行官德克·范德普特:</b></blockquote></p><p>“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)</p><p><blockquote>“正如我们在上周发布的零食状况调查中发现的那样,每天吃零食的趋势连续第三年上升。尽管 70% 的全球消费者表示担心通货膨胀,但迄今为止,通货膨胀对他们的食品杂货购物行为几乎没有改变。这与观察到的价格弹性是一致的”。(1月27日)</blockquote></p><p><b>Levi Strauss& Co. Chief Executive Chip Bergh:</b></p><p><blockquote><b>Levi Strauss&Co.首席执行官Chip Bergh:</b></blockquote></p><p>“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)</p><p><blockquote>“通货膨胀在一定程度上是心理因素.我们像鹰一样关注消费者。但现在,我们看到的每一个信号都是积极的。我们知道,在过去的六个月里,我们已经成功地通过了定价”。(1月26日)</blockquote></p><p><b>Raytheon Technologies</b><b>Corp.</b><b>Chief Executive Greg Hayes:</b></p><p><blockquote><b>雷神技术公司</b><b>公司</b><b>首席执行官格雷格·海耶斯:</b></blockquote></p><p>“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)</p><p><blockquote>“很明显,我想和其他人一样,我们也看到了通货膨胀,而且通货膨胀高于我们的预期,我想说,是在去年年底。当我们考虑 2022 年时,我认为供应链意外通货膨胀带来的价格压力可能约为 1.5 亿美元。现在,通常情况下,进入新的一年,我们会看到大约 2 亿美元左右的定价压力,我们会努力减轻这些压力.今年,我们还有更多的工作要做”。(1月25日)</blockquote></p><p><b>Southwest Airlines</b><b>Co.</b><b>Chief Financial Officer Tammy Romo:</b></p><p><blockquote><b>西南航空公司</b><b>公司。</b><b>首席财务官塔米·罗莫:</b></blockquote></p><p>“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)</p><p><blockquote>“正如预期的那样,我们继续面临第四季度的通胀成本压力,主要体现在工资、工资和福利以及机场成本方面.当然,劳动力市场仍然是一个挑战,这继续给工资水平带来全面压力。”(1月27日)</blockquote></p><p><b>Sherwin-Williams</b><b>Co.</b><b>Chief Executive John G. Morikis:</b></p><p><blockquote><b>舍温-威廉姆斯</b><b>公司。</b><b>首席执行官 John G. Morikis:</b></blockquote></p><p></p><p>“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)</p><p><blockquote>“我们的展望还假设,与 2021 年相比,2022 年我们原材料篮子的市场通货膨胀率将上升两位数至十几个百分点。我们预计所有四个季度的通货膨胀率都将同比增长,其中第一季度的影响可能最大,随着年份的进展,每个季度的通货膨胀率都会逐渐下降。”(1月27日)</blockquote></p><p><b>Dow</b><b>Inc.</b><b>Chief Executive Jim Fitterling:</b></p><p><blockquote><b>陶氏</b><b>公司。</b><b>首席执行官吉姆·菲特林:</b></blockquote></p><p>“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)</p><p><blockquote>“我对通货膨胀抑制需求并不悲观。老实说,通货膨胀对我们的业务一直是一个利好。在过去的 30 年里,当美联储加息时,这通常会推动我们行业的表现优于其他行业”。(1月27日)</blockquote></p><p><b>Visa</b><b>Inc.</b><b>Chief Financial Officer Vasant Prabhu:</b></p><p><blockquote><b>签证</b><b>公司。</b><b>首席财务官 Vasant Prabhu:</b></blockquote></p><p>“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)</p><p><blockquote>“就通货膨胀而言,.我们的服务费--跨境等--主要是以票价的基点计价的。因此,在通货膨胀推高票价的情况下,这显然对我们有利。”(1月27日)</blockquote></p><p><b>Tractor Supply</b> <b>Co.</b><b>Chief Financial Officer Kurt Barton:</b></p><p><blockquote><b>拖拉机供应</b><b>公司。</b><b>首席财务官库尔特·巴顿:</b></blockquote></p><p>“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)</p><p><blockquote>“正如我在 2022 年指导意见中提到的,我们预计通货膨胀将持续存在。在未来几年,我们预计通胀环境将普遍,但通胀将更加典型。”(1月27日)</blockquote></p><p><b>Oshkosh</b> <b>Corp. Chief ExecutiveJohn C. Pfeifer:</b></p><p><blockquote><b>奥什科什</b><b>公司首席执行官John C. Pfeifer:</b></blockquote></p><p>“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)</p><p><blockquote>“在我们看到大量积压的同时,我们也看到了材料成本的攀升。这就是我们现在正在经历的,我们非常有信心能够度过难关。我们认为我们正在进入一种新常态。我们不知道这一点--我们不相信这种材料成本是暂时的。我们认为通胀很可能会持续下去。”(1月26日)</blockquote></p><p><b>Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:</b></p><p><blockquote><b>威瑞森通信公司。首席财务官马特·埃利斯:</b></blockquote></p><p>“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)</p><p><blockquote>“我们都知道通货膨胀的存在,当然我们会看到其中的一些。好消息是,我们的成本基础中有很大一部分与长期合同挂钩,这意味着我们不一定会像其他行业那样以同样的速度看到通货膨胀的全面影响。但肯定是真的。我们将采取行动解决这个问题。”(1月25日)</blockquote></p><p><b>McCormick& Co. Chief Financial Officer Mike Smith:</b></p><p><blockquote><b>McCormick&Co.首席财务官迈克·史密斯:</b></blockquote></p><p>“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)</p><p><blockquote>“随着去年下半年成本压力的加剧,成本通胀将在 2022 年上半年产生更重大的影响”。(1月27日)</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124703240","content_text":"This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.Apple Inc.Chief Executive Tim Cook:“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)Kimberly-Clark Corp.Chief Executive Michael Hsu:“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)3M Co. Chief Financial Officer Monish Patolawala:“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)Nasdaq Inc.Chief Financial Officer Ann Dennison:“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)McDonald’s Corp.Chief Financial Officer Kevin Ozan:“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)Whirlpool Corp.Chief Executive Marc Bitzer:“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)DiageoPLC Chief Financial Officer Lavanya Chandrashekar:“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)Mondelez InternationalInc.Chief Executive Dirk Van de Put:“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)Levi Strauss& Co. Chief Executive Chip Bergh:“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)Raytheon TechnologiesCorp.Chief Executive Greg Hayes:“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)Southwest AirlinesCo.Chief Financial Officer Tammy Romo:“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)Sherwin-WilliamsCo.Chief Executive John G. Morikis:“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)DowInc.Chief Executive Jim Fitterling:“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)VisaInc.Chief Financial Officer Vasant Prabhu:“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)Tractor Supply Co.Chief Financial Officer Kurt Barton:“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)Oshkosh Corp. Chief ExecutiveJohn C. Pfeifer:“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)McCormick& Co. Chief Financial Officer Mike Smith:“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633012093,"gmtCreate":1643555865805,"gmtModify":1643555866011,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633012093","repostId":"2207801369","repostType":4,"isVote":1,"tweetType":1,"viewCount":5275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639728203,"gmtCreate":1643470055713,"gmtModify":1643470055914,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639728203","repostId":"1157223555","repostType":4,"isVote":1,"tweetType":1,"viewCount":3916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639215806,"gmtCreate":1643299005221,"gmtModify":1643299005427,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639215806","repostId":"1158438983","repostType":4,"repost":{"id":"1158438983","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":1643295421,"share":"https://www.laohunote.com/m/news/1158438983?lang=zh_CN&edition=full","pubTime":"2022-01-27 22:57","market":"us","language":"en","title":"Dow Chemical Jumped Nearly 6% in Morning Trading as Its Sales Rise Above Expectations<blockquote>陶氏化学早盘交易中上涨近 6%,销售额超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158438983","media":"Tiger Newspress","summary":"Dow Chemical jumped nearly 6% in morning trading as its sales rise above expectations.Its Net income","content":"<p><html><head></head><body>Dow Chemical jumped nearly 6% in morning trading as its sales rise above expectations.</p><p><blockquote><html><head></head><body>陶氏化学公司在早盘交易中上涨近 6%,其销售额超出预期。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/a8f885dce3cf610035bf627aa5a7ae90\" tg-width=\"771\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Its Net income rose to $1.74 billion, or $2.32 a share, from $1.24 billion, or $1.65 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share was $2.15, above the FactSet consensus of $2.03. Sales grew 34.2% to $14.36 billion, outpacing the 28.9% rise in cost of sales to $11.78 billion. Local price increased 39% from a year ago.</p><p><blockquote>其净利润从去年同期的 12.4 亿美元(即每股 1.65 美元)增至 17.4 亿美元(即每股 2.32 美元)。不包括非经常性项目,调整后每股收益为 2.15 美元,高于 FactSet 共识的 2.03 美元。销售额增长 34.2%,达到 143.6 亿美元,超过了销售成本 28.9% 的增幅,达到 117.8 亿美元。当地价格比一年前上涨了39%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Chemical Jumped Nearly 6% in Morning Trading as Its Sales Rise Above Expectations<blockquote>陶氏化学早盘交易中上涨近 6%,销售额超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Chemical Jumped Nearly 6% in Morning Trading as Its Sales Rise Above Expectations<blockquote>陶氏化学早盘交易中上涨近 6%,销售额超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-27 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Dow Chemical jumped nearly 6% in morning trading as its sales rise above expectations.</p><p><blockquote><html><head></head><body>陶氏化学公司在早盘交易中上涨近 6%,其销售额超出预期。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/a8f885dce3cf610035bf627aa5a7ae90\" tg-width=\"771\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Its Net income rose to $1.74 billion, or $2.32 a share, from $1.24 billion, or $1.65 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share was $2.15, above the FactSet consensus of $2.03. Sales grew 34.2% to $14.36 billion, outpacing the 28.9% rise in cost of sales to $11.78 billion. Local price increased 39% from a year ago.</p><p><blockquote>其净利润从去年同期的 12.4 亿美元(即每股 1.65 美元)增至 17.4 亿美元(即每股 2.32 美元)。不包括非经常性项目,调整后每股收益为 2.15 美元,高于 FactSet 共识的 2.03 美元。销售额增长 34.2%,达到 143.6 亿美元,超过了销售成本 28.9% 的增幅,达到 117.8 亿美元。当地价格比一年前上涨了39%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOW":"陶氏化学"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158438983","content_text":"Dow Chemical jumped nearly 6% in morning trading as its sales rise above expectations.Its Net income rose to $1.74 billion, or $2.32 a share, from $1.24 billion, or $1.65 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share was $2.15, above the FactSet consensus of $2.03. Sales grew 34.2% to $14.36 billion, outpacing the 28.9% rise in cost of sales to $11.78 billion. Local price increased 39% from a year ago.","news_type":1,"symbols_score_info":{"DOW":0.9}},"isVote":1,"tweetType":1,"viewCount":4733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639927795,"gmtCreate":1643125956651,"gmtModify":1643125956913,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639927795","repostId":"1155406238","repostType":4,"repost":{"id":"1155406238","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":1643121606,"share":"https://www.laohunote.com/m/news/1155406238?lang=zh_CN&edition=full","pubTime":"2022-01-25 22:40","market":"us","language":"en","title":"EV Stocks Dropped in Morning Trading<blockquote>电动汽车股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155406238","media":"Tiger Newspress","summary":"EV stocks dropped in morning trading, with Rivian falling over 4% and Li Auto falling over 2%.","content":"<p><html><head></head><body>EV stocks dropped in morning trading, with Rivian falling over 4% and Li Auto falling over 2%.<img src=\"https://static.tigerbbs.com/36cb9a8b27fe66979deebab8997c44dc\" tg-width=\"377\" tg-height=\"525\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>电动汽车股早盘下跌,Rivian跌超4%,理想汽车跌超2%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Dropped in Morning Trading<blockquote>电动汽车股早盘下跌</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\">\nEV Stocks Dropped in Morning Trading<blockquote>电动汽车股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-25 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>EV stocks dropped in morning trading, with Rivian falling over 4% and Li Auto falling over 2%.<img src=\"https://static.tigerbbs.com/36cb9a8b27fe66979deebab8997c44dc\" tg-width=\"377\" tg-height=\"525\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>电动汽车股早盘下跌,Rivian跌超4%,理想汽车跌超2%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155406238","content_text":"EV stocks dropped in morning trading, with Rivian falling over 4% and Li Auto falling over 2%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630485556,"gmtCreate":1643020657276,"gmtModify":1643020696354,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630485556","repostId":"1106250133","repostType":4,"repost":{"id":"1106250133","kind":"news","pubTimestamp":1642977542,"share":"https://www.laohunote.com/m/news/1106250133?lang=zh_CN&edition=full","pubTime":"2022-01-24 06:39","market":"us","language":"en","title":"Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week<blockquote>特斯拉、英特尔、苹果、微软、Visa 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106250133","media":"Barrons","summary":"It will be a packed week offourth-quarterearnings releases, with more than 100S&P 500companies scheduled to report.IBMandHalliburtonare Monday’s highlights, followed byMicrosoft,Verizon Communications","content":"<p><html><head></head><body>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.</p><p><blockquote><html><head></head><body>本周将发布第四季度财报,超过 100 家标普500公司计划发布财报。IBM 和哈里伯顿公司是周一的亮点,其次是微软、Verizon Communications、美国运通、通用电气、强生公司和洛克希德-马丁公司。</body></html></blockquote></p><p>Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><blockquote>特斯拉、美国电话电报公司、英特尔和波音公司周三发布报告。然后,苹果、Visa、Comcast、麦当劳和万事达卡都将在周四上班,雪佛龙和卡特彼勒将在周五收盘。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p><blockquote>经济日历上的重头戏将是周三结束的联邦公开市场委员会一月份会议。美联储的货币政策决策机构将于当天下午公布一项决定,随后将与主席杰罗姆-鲍威尔(Jerome Powell)举行新闻发布会。两者都将被仔细分析,以寻找央行下一步行动的线索。</blockquote></p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><blockquote>本周公布的数据包括周一 IHS Markit 公布的 1 月份制造业和服务业采购经理人指数、周三人口普查局公布的新住宅销售数据以及周四经济分析局公布的 2021 年第四季度国内生产总值初步估算。</blockquote></p><p><b>Monday 1/24</b></p><p><blockquote><b>1/24星期一</b></blockquote></p><p>Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><blockquote>Brown & Brown、哈里伯顿、IBM、飞利浦和 Zions Bancorp 报告季度业绩。</blockquote></p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><blockquote><b>IHS Markit 报告</b>1月份制造业和服务业采购经理人指数。普遍估计制造业 PMI 为 56,服务业 PMI 为 54。这两个数字都低于12月份的数据。PMI 已脱离去年年中的历史最高水平,但仍远高于 50 的扩张水平。</blockquote></p><p><b>Tuesday 1/25</b></p><p><blockquote><b>星期二1/25</b></blockquote></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p><blockquote><b>世界上最大的两家公司</b>本周公布业绩,投资者期待科技股盈利扭转纳斯达克今年 9.5% 的跌幅。微软在收盘后进行报道,周四苹果紧随其后。</blockquote></p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><blockquote>3M、美国运通、Archer-Daniels-Midland、第一资本金融公司、通用电气、景顺、强生公司、洛克希德·马丁公司、NextEra Energy、雷神技术公司、德州仪器公司和 Verizon Communications 发布收益。</blockquote></p><p><b>S&P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><blockquote><b>标准普尔 CoreLogic 发布</b>其 11 月份凯斯-席勒全国房价指数。经济学家预测同比增长 18%,略低于 10 月份。如果估计被证明是正确的,这将是房价连续第12个月出现两位数上涨。</blockquote></p><p><b>Wednesday 1/26</b></p><p><blockquote><b>星期三1/26</b></blockquote></p><p>Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><blockquote>Abbott Laboratories、Anthem、AT&T、Automatic Data Processing、波音、Edwards Lifesciences、Freeport-McMoRan、通用动力、英特尔、金佰利、纳斯达克、Norfolk Southern、希捷科技控股公司、ServiceNow 和特斯拉报告季度业绩。</blockquote></p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><blockquote><b>联邦公开市场</b>委员会宣布其货币政策决定。预计央行将维持联邦基金利率接近于零不变。在过去的三个月里,美联储变得越来越鹰派,华尔街已经消化了联邦公开市场委员会(FOMC)3 月份会议上加息一次四分之一个百分点,以及今年总共加息四次四分之一个百分点。</blockquote></p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><blockquote><b>人口普查局</b>报告新住宅销售数据。普遍估计,12 月份经季节性调整后的新单户住宅年增长率为 762,500 套,比 11 月份增长 2.5%。</blockquote></p><p><b>Thursday 1/27</b></p><p><blockquote><b>星期四1/27</b></blockquote></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International, MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><blockquote>奥驰亚集团、康卡斯特、皇冠城堡国际、丹纳赫、陶氏化学、国际纸业、万事达卡、麦当劳、亿滋国际、摩根士丹利资本国际、诺斯罗普-格鲁曼、纽柯、西南航空公司和维萨卡在评级召开会议讨论盈利。</blockquote></p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><blockquote><b>经济局</b>Analysis发布了对2021年第四季度国内生产总值的初步估计。经济学家预测增长率为5.6%,第三季度增长2.3%。</blockquote></p><p><b>Friday 1/28</b></p><p><blockquote><b>星期五1/28</b></blockquote></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p><p><blockquote>卡特彼勒、Charter Communications、雪佛龙、高露洁棕榄、Phillips 66、V.F.Corp. 和惠好报告季度业绩。</blockquote></p><p></body></html></p><p><blockquote></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>Tesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week<blockquote>特斯拉、英特尔、苹果、微软、Visa 和本周值得关注的其他股票</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\">\nTesla, Intel, Apple, Microsoft, Visa, and Other Stocks to Watch This Week<blockquote>特斯拉、英特尔、苹果、微软、Visa 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-24 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.</p><p><blockquote><html><head></head><body>本周将发布第四季度财报,超过 100 家标普500公司计划发布财报。IBM 和哈里伯顿公司是周一的亮点,其次是微软、Verizon Communications、美国运通、通用电气、强生公司和洛克希德-马丁公司。</body></html></blockquote></p><p>Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.</p><p><blockquote>特斯拉、美国电话电报公司、英特尔和波音公司周三发布报告。然后,苹果、Visa、Comcast、麦当劳和万事达卡都将在周四上班,雪佛龙和卡特彼勒将在周五收盘。</blockquote></p><p><img src=\"https://static.tigerbbs.com/3d814c4db504737da550137d499ea1fe\" tg-width=\"1878\" tg-height=\"2016\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.</p><p><blockquote>经济日历上的重头戏将是周三结束的联邦公开市场委员会一月份会议。美联储的货币政策决策机构将于当天下午公布一项决定,随后将与主席杰罗姆-鲍威尔(Jerome Powell)举行新闻发布会。两者都将被仔细分析,以寻找央行下一步行动的线索。</blockquote></p><p>Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.</p><p><blockquote>本周公布的数据包括周一 IHS Markit 公布的 1 月份制造业和服务业采购经理人指数、周三人口普查局公布的新住宅销售数据以及周四经济分析局公布的 2021 年第四季度国内生产总值初步估算。</blockquote></p><p><b>Monday 1/24</b></p><p><blockquote><b>1/24星期一</b></blockquote></p><p>Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.</p><p><blockquote>Brown & Brown、哈里伯顿、IBM、飞利浦和 Zions Bancorp 报告季度业绩。</blockquote></p><p><b>IHS Markit reports</b> its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.</p><p><blockquote><b>IHS Markit 报告</b>1月份制造业和服务业采购经理人指数。普遍估计制造业 PMI 为 56,服务业 PMI 为 54。这两个数字都低于12月份的数据。PMI 已脱离去年年中的历史最高水平,但仍远高于 50 的扩张水平。</blockquote></p><p><b>Tuesday 1/25</b></p><p><blockquote><b>星期二1/25</b></blockquote></p><p><b>The world’s two largest companies</b> release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.</p><p><blockquote><b>世界上最大的两家公司</b>本周公布业绩,投资者期待科技股盈利扭转纳斯达克今年 9.5% 的跌幅。微软在收盘后进行报道,周四苹果紧随其后。</blockquote></p><p>3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.</p><p><blockquote>3M、美国运通、Archer-Daniels-Midland、第一资本金融公司、通用电气、景顺、强生公司、洛克希德·马丁公司、NextEra Energy、雷神技术公司、德州仪器公司和 Verizon Communications 发布收益。</blockquote></p><p><b>S&P CoreLogic releases</b> its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.</p><p><blockquote><b>标准普尔 CoreLogic 发布</b>其 11 月份凯斯-席勒全国房价指数。经济学家预测同比增长 18%,略低于 10 月份。如果估计被证明是正确的,这将是房价连续第12个月出现两位数上涨。</blockquote></p><p><b>Wednesday 1/26</b></p><p><blockquote><b>星期三1/26</b></blockquote></p><p>Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.</p><p><blockquote>Abbott Laboratories、Anthem、AT&T、Automatic Data Processing、波音、Edwards Lifesciences、Freeport-McMoRan、通用动力、英特尔、金佰利、纳斯达克、Norfolk Southern、希捷科技控股公司、ServiceNow 和特斯拉报告季度业绩。</blockquote></p><p><b>The Federal Open Market</b> Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.</p><p><blockquote><b>联邦公开市场</b>委员会宣布其货币政策决定。预计央行将维持联邦基金利率接近于零不变。在过去的三个月里,美联储变得越来越鹰派,华尔街已经消化了联邦公开市场委员会(FOMC)3 月份会议上加息一次四分之一个百分点,以及今年总共加息四次四分之一个百分点。</blockquote></p><p><b>The Census Bureau</b> reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.</p><p><blockquote><b>人口普查局</b>报告新住宅销售数据。普遍估计,12 月份经季节性调整后的新单户住宅年增长率为 762,500 套,比 11 月份增长 2.5%。</blockquote></p><p><b>Thursday 1/27</b></p><p><blockquote><b>星期四1/27</b></blockquote></p><p>Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International, MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.</p><p><blockquote>奥驰亚集团、康卡斯特、皇冠城堡国际、丹纳赫、陶氏化学、国际纸业、万事达卡、麦当劳、亿滋国际、摩根士丹利资本国际、诺斯罗普-格鲁曼、纽柯、西南航空公司和维萨卡在评级召开会议讨论盈利。</blockquote></p><p><b>The Bureau of Economic</b>Analysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.</p><p><blockquote><b>经济局</b>Analysis发布了对2021年第四季度国内生产总值的初步估计。经济学家预测增长率为5.6%,第三季度增长2.3%。</blockquote></p><p><b>Friday 1/28</b></p><p><blockquote><b>星期五1/28</b></blockquote></p><p>Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.</p><p><blockquote>卡特彼勒、Charter Communications、雪佛龙、高露洁棕榄、Phillips 66、V.F.Corp. 和惠好报告季度业绩。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?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":{"PSX":"Phillips 66","CMCSA":"康卡斯特","GE":"GE航空航天",".DJI":"道琼斯","JNJ":"强生",".IXIC":"NASDAQ Composite","ADM":"Archer Daniels Midland Co","VZ":"Verizon Comms",".SPX":"S&P 500 Index","LMT":"洛克希德马丁","TSLA":"特斯拉","MCD":"麦当劳","INTC":"英特尔","V":"Visa","MA":"万事达","AXP":"美国运通","MSFT":"微软","AAPL":"苹果","CVX":"雪佛龙","NOW":"ServiceNow","CAT":"卡特彼勒","MMM":"3M","HAL":"哈里伯顿","IBM":"IBM","BA":"波音","T":"At&T"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-tesla-apple-microsoft-51642954621?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106250133","content_text":"It will be a packed week of fourth-quarter earnings releases, with more than 100 S&P 500 companies scheduled to report. IBM and Halliburton are Monday’s highlights, followed by Microsoft, Verizon Communications, American Express, General Electric, Johnson & Johnson, and Lockheed Martin on Tuesday.Tesla, AT&T, Intel, and Boeing report on Wednesday. Then Apple, Visa, Comcast, McDonald’s, and Mastercard all go on Thursday before Chevron and Caterpillar close the week on Friday.The highlight on the economic calendar will be Wednesday’s conclusion of the Federal Open Market Committee’s January meeting. The Federal Reserve’s monetary-policy making body publishes a decision that afternoon, followed by a press conference with chairman Jerome Powell. Both will be closely parsed for clues to the central bank’s next moves.Data out this week include IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for January on Monday, the Census Bureau’s new residential home sales data on Wednesday, and the Bureau of Economic Analysis’ preliminary estimate for fourth-quarter 2021 gross domestic product on Thursday.Monday 1/24Brown & Brown, Halliburton, IBM, Philips, and Zions Bancorp report quarterly results.IHS Markit reports its Manufacturing and Services Purchasing Managers’ indexes for January. Consensus estimate is for a 56 reading for the manufacturing PMI and a 54 for the Services PMI. Both figures are less than the December data. The PMIs are off their record peaks from the middle of last year but remain well above the expansionary level of 50.Tuesday 1/25The world’s two largest companies release results this week as investors look to tech earnings to reverse the Nasdaq’s 9.5% drop this year. Microsoft reports after the close, followed by Apple on Thursday.3M, American Express, Archer-Daniels-Midland, Capital One Financial, General Electric, Invesco, Johnson & Johnson, Lockheed Martin, NextEra Energy, Raytheon Technologies, Texas Instruments, and Verizon Communications release earnings.S&P CoreLogic releases its Case-Shiller National Home Price Index for November. Economists forecast a 18% year-over-year rise, marginally less than in October. If estimates prove correct, it would be the 12th consecutive month with double-digit gains for home prices.Wednesday 1/26Abbott Laboratories, Anthem, AT&T, Automatic Data Processing, Boeing, Edwards Lifesciences, Freeport-McMoRan, General Dynamics, Intel, Kimberly-Clark, Nasdaq, Norfolk Southern, Seagate Technology Holdings, ServiceNow, and Tesla report quarterly results.The Federal Open Market Committee announces its monetary-policy decision. The central bank is expected to keep the federal-funds rate unchanged near zero. The Fed has become increasingly hawkish in the past three months, and Wall Street has priced in one quarter-point rate hike at the FOMC’s March meeting and a total of four quarter-point hikes for the year.The Census Bureau reports new residential home sales data. Consensus estimate is for a seasonally adjusted annual rate of 762,500 new single-family homes sold in December, 2.5% more than in November.Thursday 1/27Altria Group, Comcast, Crown Castle International, Danaher, Dow, International Paper, Mastercard, McDonald’s, Mondelez International, MSCI, Northrop Grumman, Nucor, Southwest Airlines, and Visa hold conference calls to discuss earnings.The Bureau of EconomicAnalysis releases its preliminary estimate for fourth-quarter 2021 gross domestic product. Economists forecast a 5.6% rate of growth, after a 2.3% increase in the third quarter.Friday 1/28Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Phillips 66, V.F.Corp., and Weyerhaeuser report quarterly results.","news_type":1,"symbols_score_info":{"CVX":0.9,"AAPL":0.9,"ADM":0.9,"CAT":0.9,"MCD":0.9,"PSX":0.9,".DJI":0.9,"CMCSA":0.9,"MMM":0.9,"NOW":0.9,"MSFT":0.9,".IXIC":0.9,"BA":0.9,"T":0.9,"INTC":0.9,"VZ":0.9,"JNJ":0.9,".SPX":0.9,"MA":0.9,"V":0.9,"IBM":0.9,"HAL":0.9,"AXP":0.9,"LMT":0.9,"TSLA":0.9,"GE":0.9}},"isVote":1,"tweetType":1,"viewCount":3953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630501173,"gmtCreate":1642951434522,"gmtModify":1642951434736,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/630290350","repostId":"2205441860","repostType":4,"isVote":1,"tweetType":1,"viewCount":4313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697794421,"gmtCreate":1642585025201,"gmtModify":1642585063081,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697794421","repostId":"1188286869","repostType":4,"isVote":1,"tweetType":1,"viewCount":5508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697613164,"gmtCreate":1642434814188,"gmtModify":1642435090945,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697613164","repostId":"2204775898","repostType":4,"isVote":1,"tweetType":1,"viewCount":3896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697310018,"gmtCreate":1642276559344,"gmtModify":1642276559549,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697310018","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":1820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697085154,"gmtCreate":1642163041183,"gmtModify":1642163041866,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697085154","repostId":"1144666508","repostType":4,"repost":{"id":"1144666508","kind":"news","pubTimestamp":1642160056,"share":"https://www.laohunote.com/m/news/1144666508?lang=zh_CN&edition=full","pubTime":"2022-01-14 19:34","market":"us","language":"en","title":"3 Meme Stocks That Are Actually Solid Long-Term Picks<blockquote>3只实际上是可靠的长期选择的模因股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144666508","media":"Motley Fool","summary":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, so","content":"<p><html><head></head><body>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.</p><p><blockquote><html><head></head><body>2021年的模因股票热潮无疑是一个历史上独特的市场环境。许多股票,有些被严重做空,有些只是有趣的投机性增长股票,都大幅上涨——通常在很短的时间内上涨一倍、三倍或更多。几个月来,许多投资者经历了一场过山车般的旅程。</body></html></blockquote></p><p>To be sure, most meme stocks aren't worth buying as long-term investments. For example, it's tough to make a long-term investment case for <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>.</b> On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there's been a massive correction in many high-growth stocks.</p><p><blockquote>可以肯定的是,大多数模因股票不值得作为长期投资购买。例如,很难为<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>.</b>另一方面,有一些股票陷入了迷因股票交易,看起来像是可靠的长期投资。现在许多高增长股票都出现了大幅调整,这一点尤其正确。</blockquote></p><p><b>A massive opportunity and a great strategy</b></p><p><blockquote><b>巨大的机遇和伟大的战略</b></blockquote></p><p><b>Offerpad</b>(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad's core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.</p><p><blockquote><b>祭品垫</b>(纽约证券交易所股票代码:OPAD)是一家房地产公司,是所谓的iBuyer或即时买家。Offerpad的核心业务包括直接从卖家手中购买房屋,进行外观维修,然后直接卖给买家,希望在这个过程中赚取利润。</blockquote></p><p>However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won't be consistently profitable for some time, it isn't that far from it right now.</p><p><blockquote>然而,有几件事使Offerpad与其同行集团(实际上只由另外两家公司组成)区分开来。为了<a href=\"https://laohu8.com/S/AONE.U\">一</a>事实上,Offerpad是唯一一家更注重效率而不是全面增长的iBuyer。它的单位经济效益比同行要好,虽然它在一段时间内不会持续盈利,但现在离它也不远了。</blockquote></p><p>Second, Offerpad isn't necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.</p><p><blockquote>其次,Offerpad 不一定试图完全取代公开市场房屋销售。其Offerpad Flex产品鼓励客户在公开市场上(通过Offerpad合作伙伴代理)挂牌出售他们的房屋,并在他们厌倦了传统的销售流程时,为他们提供现金报价,让他们保留在口袋里。</blockquote></p><p>Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.</p><p><blockquote>在 2021 年底特殊目的收购公司 (SPAC) 合并完成后,Offerpad 变得有点模因化,从 SPAC 前的 10 美元估值一度飙升至近 21 美元。现在 SPAC 热潮已经降温,Offerpad 已跌至 6 美元以下,与最近许多其他 SPAC 目标一致。但毫无疑问,这是一个具有巨大市场机会的真实企业。</blockquote></p><p><b>Tons of disruptive potential</b></p><p><blockquote><b>巨大的颠覆性潜力</b></blockquote></p><p>One of the most discussed stocks in some of the most popular trader chat rooms in 2021, <a href=\"https://laohu8.com/S/SOFI\"><b>SoFi</b></a>, went public through a Chamath Palihapitiya-backed SPAC last year (this was "IPOE" for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.</p><p><blockquote>2021 年一些最受欢迎的交易者聊天室中讨论最多的股票之一,<a href=\"https://laohu8.com/S/SOFI\"><b>索菲</b></a>去年通过 Chamath Palihapitiya 支持的 SPAC 上市(对于那些关注 Palihapitiya 的人来说,这是“IPOE”)。它最初是一家私人学生贷款公司,但后来发展成为一个金融生态系统,提供全系列贷款产品、信用卡、银行账户、经纪账户等。该公司还拥有伽利略金融服务API和支付平台,该平台为合作伙伴运营的8900万个金融账户提供功能。</blockquote></p><p>To say SoFi's growth has been phenomenal would be an understatement. Thefintech'suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it's on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.</p><p><blockquote>如果说 SoFi 的增长令人瞩目,那就轻描淡写了。过去一年,金融科技的用户群几乎翻了一番,达到290多万会员,这些用户大约有430万种不同的金融产品。在非贷款业务方面,增长尤其令人印象深刻,截至 2021 年第三季度,产品同比增长 179%。</blockquote></p><p>SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.</p><p><blockquote>SoFi有能力成为传统银行模式的真正颠覆者,并正在采取所有正确的举措,以可持续的方式扩大其业务。过去两个月股价下跌了 36%,现在可能是打折增持的好时机。</blockquote></p><p><b>The most exciting growth is yet to come</b></p><p><blockquote><b>最令人兴奋的增长还在后头</b></blockquote></p><p>Last but certainly not least, insurance disruptor <a href=\"https://laohu8.com/S/LMND\"><b>Lemonade</b></a> has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.</p><p><blockquote>最后但肯定不是最不重要的,保险颠覆者<a href=\"https://laohu8.com/S/LMND\"><b>柠檬汽水</b></a>一直是近期成长型股票逆风的一大受害者,过去几个月股价下跌了约 35%,总共较历史高点下跌了 80%。</blockquote></p><p>Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company's core business of renters and homeowners insurance, customer feedback has been incredibly strong.</p><p><blockquote>Lemonade是一家保险技术公司,旨在提供一种更好的方式来获取保险报价、购买保单和提交索赔。在该公司的核心业务租户和房主保险中,客户反馈非常强烈。</blockquote></p><p>However, it's the rollout of Lemonade Car, the company's much-anticipated auto insurance product -- along with the pending acquisition of <b>Metromile</b>(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.</p><p><blockquote>然而,该公司备受期待的汽车保险产品 Lemonade Car 的推出,以及即将收购的<b>地铁英里</b>(纳斯达克股票代码:MILE)——柠檬水可以加快产品的上市速度并快速扩大业务规模。如果该公司能够复制其在汽车领域早期保险的成功,并能够控制损失率,那么柠檬水可能会成为耐心投资者的大赢家。</blockquote></p><p>Remember what you're buying</p><p><blockquote>记住你买的是什么</blockquote></p><p></p><p>To be sure, these three stocks are real businesses with great long-term growth opportunities. However, it's important to keep in mind that while the "meme stock" craze has died down, that doesn't mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it's important to be prepared for that possibility.</p><p><blockquote>可以肯定的是,这三只股票都是真正的企业,具有巨大的长期增长机会。然而,重要的是要记住,虽然“迷因股票”热潮已经平息,但这并不意味着它已经永久消失。如果它回来,这三只股票都可能经历相当大的过山车之旅。在您将这些添加到您的投资组合中之前,为这种可能性做好准备是很重要的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Meme Stocks That Are Actually Solid Long-Term Picks<blockquote>3只实际上是可靠的长期选择的模因股票</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\">\n3 Meme Stocks That Are Actually Solid Long-Term Picks<blockquote>3只实际上是可靠的长期选择的模因股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-14 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.</p><p><blockquote><html><head></head><body>2021年的模因股票热潮无疑是一个历史上独特的市场环境。许多股票,有些被严重做空,有些只是有趣的投机性增长股票,都大幅上涨——通常在很短的时间内上涨一倍、三倍或更多。几个月来,许多投资者经历了一场过山车般的旅程。</body></html></blockquote></p><p>To be sure, most meme stocks aren't worth buying as long-term investments. For example, it's tough to make a long-term investment case for <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>.</b> On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there's been a massive correction in many high-growth stocks.</p><p><blockquote>可以肯定的是,大多数模因股票不值得作为长期投资购买。例如,很难为<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>.</b>另一方面,有一些股票陷入了迷因股票交易,看起来像是可靠的长期投资。现在许多高增长股票都出现了大幅调整,这一点尤其正确。</blockquote></p><p><b>A massive opportunity and a great strategy</b></p><p><blockquote><b>巨大的机遇和伟大的战略</b></blockquote></p><p><b>Offerpad</b>(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad's core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.</p><p><blockquote><b>祭品垫</b>(纽约证券交易所股票代码:OPAD)是一家房地产公司,是所谓的iBuyer或即时买家。Offerpad的核心业务包括直接从卖家手中购买房屋,进行外观维修,然后直接卖给买家,希望在这个过程中赚取利润。</blockquote></p><p>However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won't be consistently profitable for some time, it isn't that far from it right now.</p><p><blockquote>然而,有几件事使Offerpad与其同行集团(实际上只由另外两家公司组成)区分开来。为了<a href=\"https://laohu8.com/S/AONE.U\">一</a>事实上,Offerpad是唯一一家更注重效率而不是全面增长的iBuyer。它的单位经济效益比同行要好,虽然它在一段时间内不会持续盈利,但现在离它也不远了。</blockquote></p><p>Second, Offerpad isn't necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.</p><p><blockquote>其次,Offerpad 不一定试图完全取代公开市场房屋销售。其Offerpad Flex产品鼓励客户在公开市场上(通过Offerpad合作伙伴代理)挂牌出售他们的房屋,并在他们厌倦了传统的销售流程时,为他们提供现金报价,让他们保留在口袋里。</blockquote></p><p>Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.</p><p><blockquote>在 2021 年底特殊目的收购公司 (SPAC) 合并完成后,Offerpad 变得有点模因化,从 SPAC 前的 10 美元估值一度飙升至近 21 美元。现在 SPAC 热潮已经降温,Offerpad 已跌至 6 美元以下,与最近许多其他 SPAC 目标一致。但毫无疑问,这是一个具有巨大市场机会的真实企业。</blockquote></p><p><b>Tons of disruptive potential</b></p><p><blockquote><b>巨大的颠覆性潜力</b></blockquote></p><p>One of the most discussed stocks in some of the most popular trader chat rooms in 2021, <a href=\"https://laohu8.com/S/SOFI\"><b>SoFi</b></a>, went public through a Chamath Palihapitiya-backed SPAC last year (this was "IPOE" for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.</p><p><blockquote>2021 年一些最受欢迎的交易者聊天室中讨论最多的股票之一,<a href=\"https://laohu8.com/S/SOFI\"><b>索菲</b></a>去年通过 Chamath Palihapitiya 支持的 SPAC 上市(对于那些关注 Palihapitiya 的人来说,这是“IPOE”)。它最初是一家私人学生贷款公司,但后来发展成为一个金融生态系统,提供全系列贷款产品、信用卡、银行账户、经纪账户等。该公司还拥有伽利略金融服务API和支付平台,该平台为合作伙伴运营的8900万个金融账户提供功能。</blockquote></p><p>To say SoFi's growth has been phenomenal would be an understatement. Thefintech'suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it's on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.</p><p><blockquote>如果说 SoFi 的增长令人瞩目,那就轻描淡写了。过去一年,金融科技的用户群几乎翻了一番,达到290多万会员,这些用户大约有430万种不同的金融产品。在非贷款业务方面,增长尤其令人印象深刻,截至 2021 年第三季度,产品同比增长 179%。</blockquote></p><p>SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.</p><p><blockquote>SoFi有能力成为传统银行模式的真正颠覆者,并正在采取所有正确的举措,以可持续的方式扩大其业务。过去两个月股价下跌了 36%,现在可能是打折增持的好时机。</blockquote></p><p><b>The most exciting growth is yet to come</b></p><p><blockquote><b>最令人兴奋的增长还在后头</b></blockquote></p><p>Last but certainly not least, insurance disruptor <a href=\"https://laohu8.com/S/LMND\"><b>Lemonade</b></a> has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.</p><p><blockquote>最后但肯定不是最不重要的,保险颠覆者<a href=\"https://laohu8.com/S/LMND\"><b>柠檬汽水</b></a>一直是近期成长型股票逆风的一大受害者,过去几个月股价下跌了约 35%,总共较历史高点下跌了 80%。</blockquote></p><p>Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company's core business of renters and homeowners insurance, customer feedback has been incredibly strong.</p><p><blockquote>Lemonade是一家保险技术公司,旨在提供一种更好的方式来获取保险报价、购买保单和提交索赔。在该公司的核心业务租户和房主保险中,客户反馈非常强烈。</blockquote></p><p>However, it's the rollout of Lemonade Car, the company's much-anticipated auto insurance product -- along with the pending acquisition of <b>Metromile</b>(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.</p><p><blockquote>然而,该公司备受期待的汽车保险产品 Lemonade Car 的推出,以及即将收购的<b>地铁英里</b>(纳斯达克股票代码:MILE)——柠檬水可以加快产品的上市速度并快速扩大业务规模。如果该公司能够复制其在汽车领域早期保险的成功,并能够控制损失率,那么柠檬水可能会成为耐心投资者的大赢家。</blockquote></p><p>Remember what you're buying</p><p><blockquote>记住你买的是什么</blockquote></p><p></p><p>To be sure, these three stocks are real businesses with great long-term growth opportunities. However, it's important to keep in mind that while the "meme stock" craze has died down, that doesn't mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it's important to be prepared for that possibility.</p><p><blockquote>可以肯定的是,这三只股票都是真正的企业,具有巨大的长期增长机会。然而,重要的是要记住,虽然“迷因股票”热潮已经平息,但这并不意味着它已经永久消失。如果它回来,这三只股票都可能经历相当大的过山车之旅。在您将这些添加到您的投资组合中之前,为这种可能性做好准备是很重要的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/\">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":{"AMC":"AMC院线","SOFI":"SoFi Technologies Inc.","LMND":"Lemonade, Inc.","OPAD":"Offerpad Solutions"},"source_url":"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144666508","content_text":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.To be sure, most meme stocks aren't worth buying as long-term investments. For example, it's tough to make a long-term investment case for AMC Entertainment. On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there's been a massive correction in many high-growth stocks.A massive opportunity and a great strategyOfferpad(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad's core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For one thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won't be consistently profitable for some time, it isn't that far from it right now.Second, Offerpad isn't necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.Tons of disruptive potentialOne of the most discussed stocks in some of the most popular trader chat rooms in 2021, SoFi, went public through a Chamath Palihapitiya-backed SPAC last year (this was \"IPOE\" for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.To say SoFi's growth has been phenomenal would be an understatement. Thefintech'suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it's on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.The most exciting growth is yet to comeLast but certainly not least, insurance disruptor Lemonade has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company's core business of renters and homeowners insurance, customer feedback has been incredibly strong.However, it's the rollout of Lemonade Car, the company's much-anticipated auto insurance product -- along with the pending acquisition of Metromile(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.Remember what you're buyingTo be sure, these three stocks are real businesses with great long-term growth opportunities. However, it's important to keep in mind that while the \"meme stock\" craze has died down, that doesn't mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it's important to be prepared for that possibility.","news_type":1,"symbols_score_info":{"SOFI":0.9,"OPAD":0.9,"AMC":0.9,"LMND":0.9}},"isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694444038,"gmtCreate":1642089931910,"gmtModify":1642089932070,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694444038","repostId":"1194290313","repostType":4,"repost":{"id":"1194290313","kind":"news","pubTimestamp":1642087803,"share":"https://www.laohunote.com/m/news/1194290313?lang=zh_CN&edition=full","pubTime":"2022-01-13 23:30","market":"us","language":"en","title":"Down 15% Already in 2022, Is This Metaverse Stock a Buy?<blockquote>2022年已经下跌15%,这只元宇宙股票值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194290313","media":"Motley Fool","summary":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. Th","content":"<p><html><head></head><body>While 2021 was very good to <b>Roblox</b>(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.</p><p><blockquote><html><head></head><body>虽然2021年非常好<b>Roblox</b>(纽约证券交易所股票代码:RBLX)股东们,2022年的开局可以说很糟糕。这家具有元宇宙潜力的游戏平台公司陷入了更广泛的成长型股票抛售,今年迄今股价下跌了约15%。</body></html></blockquote></p><p>Part of the drop can be attributed to some investor concern heading into 2022 about Roblox's rich valuation. Let's look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.</p><p><blockquote>下跌的部分原因是一些投资者对2022年Roblox估值过高的担忧。让我们仔细看看这家元宇宙公司,并确定这种担忧是否合理,或者该股票是否值得以较低(但仍然较高)的价格购买。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c7699742042e6778c9a2fe3f20c4be\" tg-width=\"1126\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX "METAVERSE." IMAGE SOURCE: ROBLOX.</span></p><p><blockquote><p class=\"t-img-caption\"><span>ROBLOX宇宙中的各种角色一起站在ROBLOX“元宇宙”的模拟街道上。图片来源:ROBLOX。</span></p></blockquote></p><p><b>Roblox is maintaining its user growth momentum</b></p><p><blockquote><b>Roblox正在保持用户增长势头</b></blockquote></p><p>The Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That's 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That's impressive.</p><p><blockquote>Roblox应用程序可以免费加入和使用。该公司通过用户自愿进行的应用内购买赚取收入。这种免费增值模式帮助该公司吸引了4940万日活跃用户(截至11月)。这比2020年同月高出35%。疫情爆发时,Roblox的用户参与度和新注册人数激增,数百万孩子被送回家进行远程学习,课外活动也被暂停。尽管经济重新开放,学校让孩子们重返校园,Roblox仍保持了用户增长率。真令人印象深刻。</blockquote></p><p>If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.</p><p><blockquote>如果用户希望访问平台上的某些项目和活动,他们可以通过消费Robux来实现,Robux是一种用真钱购买的游戏内货币。当用户在游戏中花费Robux时,该公司会记录收入。在截至9月30日的最新报告的季度中,Roblox的收入为5.09亿美元。这一总数比2020年同季度增长了102%。事实上,Roblox在过去四个季度的每个季度的收入都同比翻了一番。</blockquote></p><p>Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.</p><p><blockquote>Roblox内部开发人员并不创建玩家花费Robux购买的大多数游戏和物品。相反,Roblox有一个第三方开发者社区,他们花费时间和资源使用该平台来创建他们认为玩家会喜欢的独特体验、游戏和对象。这种商业模式降低了Roblox的开发成本,也降低了游戏开发中最大的风险之一——开发一款不受欢迎的游戏的成本。用户开发者承担风险,只有在游戏吸引用户参与和Robux支出的情况下才能获得他们的报酬份额。只有被证实能产生参与度的点击才能赚钱。</blockquote></p><p>The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That's remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.</p><p><blockquote>事实证明,该模型可以有效地为Roblox产生现金流。虽然Roblox的利润尚未盈利,但它正在赚取越来越多的自由现金流。该公司已连续五个季度自由现金流超过1亿美元。这明显高于2019年全年,当时该公司的自由现金流不到1500万美元。</blockquote></p><p>The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.</p><p><blockquote>Roblox显示出因经济重新开放而放缓迹象的一个指标是每个每日活跃用户的平均预订量。预订相当于现金押金。这是玩家放在Roblox上购买Robux的钱,但他们还没有使用它。Roblox在最新更新中表示,每位每日活跃用户的平均预订量较去年同月下降了8%至9%。存款减少可能预示着收入同比下降。</blockquote></p><p>Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. "Metaverse" means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox's attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.</p><p><blockquote>有趣的是,元宇宙是一个个人可以与彼此和环境进行虚拟互动的地方。Roblox平台是这方面的早期版本。“元宇宙”对不同的人有不同的含义,Roblox的用户通过程序相互互动的方式已经至少符合其中一个定义。但它还可以做更多的事情,Roblox管理层正在与内部和外部开发人员合作,看看它可以在这一趋势下走向何方。当然,这种体验的质量越高,沉浸感就越强。在这方面,随着虚拟现实硬件变得更容易以更实惠的价格获得,Roblox对用户的吸引力将会增加。</blockquote></p><p><b>An excellent company that appears overpriced</b></p><p><blockquote><b>一家看似定价过高的优秀公司</b></blockquote></p><p></p><p>The fall in Roblox's stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox's long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.</p><p><blockquote>Roblox股价下跌导致其市销率为25.4,低于几个月前的40。它还将市盈率与自由现金流比率从几个月前的105以上降至70。这两个指标都表明该股仍在溢价交易。其中一些可能与Roblox成为元宇宙玩家的长期潜力有关。如果你同意这个评估,现在可能是买入的好时机。对于其他人来说,下跌使Roblox股票更具吸引力,但投资者可能需要再等一段时间,看看是否会进一步回调,然后再增持这只优秀的元宇宙股票。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 15% Already in 2022, Is This Metaverse Stock a Buy?<blockquote>2022年已经下跌15%,这只元宇宙股票值得买入吗?</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\">\nDown 15% Already in 2022, Is This Metaverse Stock a Buy?<blockquote>2022年已经下跌15%,这只元宇宙股票值得买入吗?</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\">2022-01-13 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>While 2021 was very good to <b>Roblox</b>(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.</p><p><blockquote><html><head></head><body>虽然2021年非常好<b>Roblox</b>(纽约证券交易所股票代码:RBLX)股东们,2022年的开局可以说很糟糕。这家具有元宇宙潜力的游戏平台公司陷入了更广泛的成长型股票抛售,今年迄今股价下跌了约15%。</body></html></blockquote></p><p>Part of the drop can be attributed to some investor concern heading into 2022 about Roblox's rich valuation. Let's look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.</p><p><blockquote>下跌的部分原因是一些投资者对2022年Roblox估值过高的担忧。让我们仔细看看这家元宇宙公司,并确定这种担忧是否合理,或者该股票是否值得以较低(但仍然较高)的价格购买。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c7699742042e6778c9a2fe3f20c4be\" tg-width=\"1126\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX "METAVERSE." IMAGE SOURCE: ROBLOX.</span></p><p><blockquote><p class=\"t-img-caption\"><span>ROBLOX宇宙中的各种角色一起站在ROBLOX“元宇宙”的模拟街道上。图片来源:ROBLOX。</span></p></blockquote></p><p><b>Roblox is maintaining its user growth momentum</b></p><p><blockquote><b>Roblox正在保持用户增长势头</b></blockquote></p><p>The Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That's 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That's impressive.</p><p><blockquote>Roblox应用程序可以免费加入和使用。该公司通过用户自愿进行的应用内购买赚取收入。这种免费增值模式帮助该公司吸引了4940万日活跃用户(截至11月)。这比2020年同月高出35%。疫情爆发时,Roblox的用户参与度和新注册人数激增,数百万孩子被送回家进行远程学习,课外活动也被暂停。尽管经济重新开放,学校让孩子们重返校园,Roblox仍保持了用户增长率。真令人印象深刻。</blockquote></p><p>If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.</p><p><blockquote>如果用户希望访问平台上的某些项目和活动,他们可以通过消费Robux来实现,Robux是一种用真钱购买的游戏内货币。当用户在游戏中花费Robux时,该公司会记录收入。在截至9月30日的最新报告的季度中,Roblox的收入为5.09亿美元。这一总数比2020年同季度增长了102%。事实上,Roblox在过去四个季度的每个季度的收入都同比翻了一番。</blockquote></p><p>Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.</p><p><blockquote>Roblox内部开发人员并不创建玩家花费Robux购买的大多数游戏和物品。相反,Roblox有一个第三方开发者社区,他们花费时间和资源使用该平台来创建他们认为玩家会喜欢的独特体验、游戏和对象。这种商业模式降低了Roblox的开发成本,也降低了游戏开发中最大的风险之一——开发一款不受欢迎的游戏的成本。用户开发者承担风险,只有在游戏吸引用户参与和Robux支出的情况下才能获得他们的报酬份额。只有被证实能产生参与度的点击才能赚钱。</blockquote></p><p>The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That's remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.</p><p><blockquote>事实证明,该模型可以有效地为Roblox产生现金流。虽然Roblox的利润尚未盈利,但它正在赚取越来越多的自由现金流。该公司已连续五个季度自由现金流超过1亿美元。这明显高于2019年全年,当时该公司的自由现金流不到1500万美元。</blockquote></p><p>The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.</p><p><blockquote>Roblox显示出因经济重新开放而放缓迹象的一个指标是每个每日活跃用户的平均预订量。预订相当于现金押金。这是玩家放在Roblox上购买Robux的钱,但他们还没有使用它。Roblox在最新更新中表示,每位每日活跃用户的平均预订量较去年同月下降了8%至9%。存款减少可能预示着收入同比下降。</blockquote></p><p>Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. "Metaverse" means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox's attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.</p><p><blockquote>有趣的是,元宇宙是一个个人可以与彼此和环境进行虚拟互动的地方。Roblox平台是这方面的早期版本。“元宇宙”对不同的人有不同的含义,Roblox的用户通过程序相互互动的方式已经至少符合其中一个定义。但它还可以做更多的事情,Roblox管理层正在与内部和外部开发人员合作,看看它可以在这一趋势下走向何方。当然,这种体验的质量越高,沉浸感就越强。在这方面,随着虚拟现实硬件变得更容易以更实惠的价格获得,Roblox对用户的吸引力将会增加。</blockquote></p><p><b>An excellent company that appears overpriced</b></p><p><blockquote><b>一家看似定价过高的优秀公司</b></blockquote></p><p></p><p>The fall in Roblox's stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox's long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.</p><p><blockquote>Roblox股价下跌导致其市销率为25.4,低于几个月前的40。它还将市盈率与自由现金流比率从几个月前的105以上降至70。这两个指标都表明该股仍在溢价交易。其中一些可能与Roblox成为元宇宙玩家的长期潜力有关。如果你同意这个评估,现在可能是买入的好时机。对于其他人来说,下跌使Roblox股票更具吸引力,但投资者可能需要再等一段时间,看看是否会进一步回调,然后再增持这只优秀的元宇宙股票。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/\">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":{"RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194290313","content_text":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.Part of the drop can be attributed to some investor concern heading into 2022 about Roblox's rich valuation. Let's look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX \"METAVERSE.\" IMAGE SOURCE: ROBLOX.Roblox is maintaining its user growth momentumThe Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That's 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That's impressive.If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That's remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. \"Metaverse\" means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox's attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.An excellent company that appears overpricedThe fall in Roblox's stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox's long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694266632,"gmtCreate":1641996196871,"gmtModify":1641996197073,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/694266632","repostId":"1184836331","repostType":4,"isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694040535,"gmtCreate":1641742925926,"gmtModify":1641742926088,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694040535","repostId":"1119680947","repostType":4,"repost":{"id":"1119680947","kind":"news","pubTimestamp":1641693213,"share":"https://www.laohunote.com/m/news/1119680947?lang=zh_CN&edition=full","pubTime":"2022-01-09 09:53","market":"us","language":"en","title":"Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落,Salesforce 分析</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119680947","media":"Seeking Alpha","summary":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio th","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是遥遥领先的CRM公司。</li><li>该公司通过许多收购来加强其投资组合,这些收购至今仍在继续获得回报。</li><li>Salesforce 的资产负债表上有 90 亿美元现金,并且正在产生充足的自由现金流。</li><li>随着科技股下跌,我评估现在是否是购买 Salesforce 股票的时机。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce(CRM)显然做的一切都是正确的。该公司保持了较高的增长率,产生了可观的现金流,保持了强劲的资产负债表,并在收购方面表现出了强劲的执行力。该股也未能幸免于持续的科技抛售,并且在过去几年中表现令人失望。CRM 看起来像是一家正在形成的未来大型科技巨头,我正在评估现在是否是抢购该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股票价格</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下,CRM 发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前股价低于每股 230 美元,糟糕的价格表现可能为该公司创造了买入机会,该公司应该被认为是科技领域质量较高的公司之一。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM 是客户关系管理领域的领导者(因此是股票代码),因为它建立了完整的产品组合来帮助客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理是一个至关重要的角色,因为它有助于确保您可以保持现有的客户关系。由于对创新和云优先战略的持续投资,CRM的市场份额领先优势稳步扩大。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&A的强烈意愿加速了其创新。虽然一些投资者在汇总策略方面持谨慎态度,这是可以理解的,但CRM即使在收购这些资产多年后也表现出了令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>另一方面,上面的幻灯片应该提供实质性的理由,说明为什么科技股在过去多年中享有溢价倍数,因为它们作为外卖候选者保持着超额价值,这需要反映在它们的股价中。多年来,CRM不断寻找方法来维持其20%以上的增长轨迹,同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样,CRM 积极投资于增长,这体现在研发费用的增加上,自然会抑制其营业利润率。我认为 CRM 积极的收购策略表明了投资者对未来科技行业的预期,因为像 CRM 这样的大公司已经表明,即使要支付高价,收购也能证明是有利可图的。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM 股票是买入、卖出还是持有?</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技抛售之后,CRM 的交易价格不到销售额的 9 倍。华尔街预计未来 5 年经济增长将缓慢放缓至 15% 左右。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM 在这里看起来非常值得购买,但由于几乎所有科技股都已经大幅下跌,因此考虑 CRM 是否是科技股中的最佳选择非常重要。我们可以在下面看到,在我的报道范围内,大多数科技股现在都在闪烁买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳品种宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合,资产负债表上有 90 亿美元的现金,并且有着强劲的执行力记录。再加上 CRM 还产生了近 20% 的非 GAAP 营业利润率,尽管平均增长率可以说是平均的,但该股符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计 CRM 的长期净利润率将在 40% 左右。假设市盈率(PEG)为 1.5 倍,我可以预见 2030 年 CRM 的交易价格为 7 倍,股价为 650 美元,年化回报率为 12.5%。实际回报将根据实际增长率、年度收益的使用和最终收益倍数而有所不同。12.5% 的预计回报率应该足以跑赢市场,而且 CRM 的风险状况较低,使回报看起来很有吸引力。然而,科技行业有许多同行提供的预计回报远高于此,尽管风险更高。虽然我将 CRM 评级为买入,但我强调该行业其他地方还有更有吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落,Salesforce 分析</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\">\nTech Has Fallen, An Analysis Of Salesforce<blockquote>科技已经衰落,Salesforce 分析</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-09 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Salesforce is the #1 CRM company by a wide mile.</li><li>The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.</li><li>Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.</li><li>As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6b8cbc5c70df9817dad2b344304553\" tg-width=\"1536\" tg-height=\"1042\" width=\"100%\" height=\"auto\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>Salesforce是遥遥领先的CRM公司。</li><li>该公司通过许多收购来加强其投资组合,这些收购至今仍在继续获得回报。</li><li>Salesforce 的资产负债表上有 90 亿美元现金,并且正在产生充足的自由现金流。</li><li>随着科技股下跌,我评估现在是否是购买 Salesforce 股票的时机。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p>Salesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.</p><p><blockquote>Salesforce(CRM)显然做的一切都是正确的。该公司保持了较高的增长率,产生了可观的现金流,保持了强劲的资产负债表,并在收购方面表现出了强劲的执行力。该股也未能幸免于持续的科技抛售,并且在过去几年中表现令人失望。CRM 看起来像是一家正在形成的未来大型科技巨头,我正在评估现在是否是抢购该股的时候。</blockquote></p><p><b>CRM Stock Price</b></p><p><blockquote><b>CRM股票价格</b></blockquote></p><p>Amidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.</p><p><blockquote>在科技股持续波动的情况下,CRM 发现自己的交易价格低于一年多前的水平。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e8dff6e1277dae5df6fd56c08b940ff3\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.</p><p><blockquote>目前股价低于每股 230 美元,糟糕的价格表现可能为该公司创造了买入机会,该公司应该被认为是科技领域质量较高的公司之一。</blockquote></p><p><b>What is Salesforce</b></p><p><blockquote><b>什么是Salesforce</b></blockquote></p><p>CRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.</p><p><blockquote>CRM 是客户关系管理领域的领导者(因此是股票代码),因为它建立了完整的产品组合来帮助客户更好地服务他们的客户。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e36bc171bce9ef5207e22f39d7e1ec58\" tg-width=\"1280\" tg-height=\"682\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Customer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.</p><p><blockquote>客户关系管理是一个至关重要的角色,因为它有助于确保您可以保持现有的客户关系。由于对创新和云优先战略的持续投资,CRM的市场份额领先优势稳步扩大。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d878d7ae563bc6fdb40626f6b0f02e0f\" tg-width=\"1280\" tg-height=\"790\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>CRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.</p><p><blockquote>CRM通过在适当的时候进行M&A的强烈意愿加速了其创新。虽然一些投资者在汇总策略方面持谨慎态度,这是可以理解的,但CRM即使在收购这些资产多年后也表现出了令人印象深刻的推动加速增长的能力。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8379f74b62971ecf8aa9872ecc3c83\" tg-width=\"1280\" tg-height=\"634\" width=\"100%\" height=\"auto\"/><span>Investor Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者介绍</span></p></blockquote></p><p>On a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.</p><p><blockquote>另一方面,上面的幻灯片应该提供实质性的理由,说明为什么科技股在过去多年中享有溢价倍数,因为它们作为外卖候选者保持着超额价值,这需要反映在它们的股价中。多年来,CRM不断寻找方法来维持其20%以上的增长轨迹,同时保持高水平的现金生成。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0878cb7aebe5aada6a20fedc42815855\" tg-width=\"1280\" tg-height=\"606\" width=\"100%\" height=\"auto\"/><span>Earnings Presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>盈利呈列</span></p></blockquote></p><p>Like many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.</p><p><blockquote>与许多科技公司一样,CRM 积极投资于增长,这体现在研发费用的增加上,自然会抑制其营业利润率。我认为 CRM 积极的收购策略表明了投资者对未来科技行业的预期,因为像 CRM 这样的大公司已经表明,即使要支付高价,收购也能证明是有利可图的。</blockquote></p><p><b>Is CRM Stock A Buy, Sell, or Hold?</b></p><p><blockquote><b>CRM 股票是买入、卖出还是持有?</b></blockquote></p><p>After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.</p><p><blockquote>在科技抛售之后,CRM 的交易价格不到销售额的 9 倍。华尔街预计未来 5 年经济增长将缓慢放缓至 15% 左右。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7948c23ff8e30eae86a0bb6d277f2f71\" tg-width=\"1280\" tg-height=\"470\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>寻求阿尔法</span></p></blockquote></p><p>CRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.</p><p><blockquote>CRM 在这里看起来非常值得购买,但由于几乎所有科技股都已经大幅下跌,因此考虑 CRM 是否是科技股中的最佳选择非常重要。我们可以在下面看到,在我的报道范围内,大多数科技股现在都在闪烁买入信号。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a11e2212ef86ff97449b130fba44b9dc\" tg-width=\"1280\" tg-height=\"810\" width=\"100%\" height=\"auto\"/><span>Best of Breed Universe Watchlist</span></p><p><blockquote><p class=\"t-img-caption\"><span>最佳品种宇宙观察列表</span></p></blockquote></p><p></p><p>It is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.</p><p><blockquote>CRM表现如此出色是可以理解的。该公司拥有多元化的科技资产组合,资产负债表上有 90 亿美元的现金,并且有着强劲的执行力记录。再加上 CRM 还产生了近 20% 的非 GAAP 营业利润率,尽管平均增长率可以说是平均的,但该股符合保留溢价倍数的所有标准。</blockquote></p><p>I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.</p><p><blockquote>我预计 CRM 的长期净利润率将在 40% 左右。假设市盈率(PEG)为 1.5 倍,我可以预见 2030 年 CRM 的交易价格为 7 倍,股价为 650 美元,年化回报率为 12.5%。实际回报将根据实际增长率、年度收益的使用和最终收益倍数而有所不同。12.5% 的预计回报率应该足以跑赢市场,而且 CRM 的风险状况较低,使回报看起来很有吸引力。然而,科技行业有许多同行提供的预计回报远高于此,尽管风险更高。虽然我将 CRM 评级为买入,但我强调该行业其他地方还有更有吸引力的买入机会。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce\">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":{"CRM":"赛富时"},"source_url":"https://seekingalpha.com/article/4478581-tech-has-fallen-an-analysis-of-salesforce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119680947","content_text":"SummarySalesforce is the #1 CRM company by a wide mile.The company has strengthened its portfolio through many tuck-in acquisitions that continue to pay off today.Salesforce has $9 billion of cash on its balance sheet and is generating ample free cash flow.As tech stocks fall, I evaluate if this is the time to buy Salesforce stock.Justin Sullivan/Getty Images NewsSalesforce (CRM) has apparently done everything right. The company has sustained elevated growth rates, is generating respectable cash flow, maintains a strong balance sheet, and has shown strong execution on its tuck-in acquisitions. The stock has not been spared by the ongoing tech selloff, and has been a disappointing performer over the past few years. CRM looks like a future mega-cap tech giant in the making, and I evaluate whether now is the time to pounce on the stock.CRM Stock PriceAmidst the ongoing volatility in tech stocks, CRM finds itself trading below levels more than 1 year ago.Now trading below $230 per share, the poor price performance may have created a buying opportunity in what should be considered one of the higher quality names in tech.What is SalesforceCRM is a leader in customer relationship management (hence the stock ticker), as it has built out a full portfolio of products to help its customers better serve, well, their customers.Earnings PresentationCustomer relationship management serves a mission-critical role because it helps to ensure that you can keep your existing client relationships. Due to its continued investment in innovation and cloud-first strategy, CRM has steadily increased its market share lead over legacy incumbents.Investor PresentationCRM accelerated its innovation through a strong willingness to conduct M&A when appropriate. While some investors are understandably cautious when it comes to roll-up strategies, CRM has shown an impressive ability to drive accelerating growth even many years after acquiring these assets.Investor PresentationOn a side note, the above slide should provide material justification for why tech stocks have enjoyed premium multiples over the past many years, as they maintain excess value as takeout candidates which needs to be reflected in their stock prices. Over the years, CRM has constantly found ways to sustain its 20+% growth trajectory while also maintaining high levels of cash generation.Earnings PresentationLike many tech companies, CRM aggressively invests in growth, which manifests itself in increasing R&D expenses and naturally holds back its operating margins. I view CRM’s aggressive acquisitive strategy as being indicative of what investors should expect in the tech sector moving forward, as larger companies like CRM have shown that tuck-in acquisitions can prove profitable even if they have to pay a premium sticker price.Is CRM Stock A Buy, Sell, or Hold?After the tech selloff, CRM is trading at less than 9x sales. Wall Street expects growth to slowly decelerate to the 15% range over the next 5 years.Seeking AlphaCRM looks highly buyable here, but with almost all tech stocks having already fallen substantially, it is important to take into account whether CRM is the best buy among tech peers. We can see below that most tech stocks in my coverage universe are now flashing buy signals.Best of Breed Universe WatchlistIt is understandable why CRM has held up so well. The company has a diversified portfolio of tech assets, $9 billion of cash on its balance sheet, and a track record of strong execution. Throw in the fact that CRM is also generating a near 20% non-GAAP operating margin, and the stock checks off all of the criteria for retaining a premium multiple in spite of arguably average growth rates.I expect CRM to earn long term net margins in the 40% range. Assuming a 1.5x price to earnings growth ratio (‘PEG’), I can see CRM trading at 7x sales in 2030, representing a stock price of $650, or annualized returns of 12.5%. The actual returns will vary based on actual growth rates, use of annual earnings, and the terminal earnings multiple. That 12.5% projected return should be enough to beat the market, and CRM has a lower risk profile to make the return look attractive. However, there are a slew of peers in the tech sector which are offering projected returns much higher than that, albeit at some higher risk. While I rate CRM a buy, I emphasize that there are more attractive buying opportunities elsewhere in the sector.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694093498,"gmtCreate":1641656293624,"gmtModify":1641656294312,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694093498","repostId":"2201424321","repostType":4,"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695526802,"gmtCreate":1641525668768,"gmtModify":1641525668958,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692430685","repostId":"2200444738","repostType":4,"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":874957591,"gmtCreate":1637723377365,"gmtModify":1637723377482,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/874957591","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840980022,"gmtCreate":1635574883588,"gmtModify":1635574883588,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840980022","repostId":"2179471352","repostType":4,"repost":{"id":"2179471352","kind":"highlight","pubTimestamp":1635566092,"share":"https://www.laohunote.com/m/news/2179471352?lang=zh_CN&edition=full","pubTime":"2021-10-30 11:54","market":"us","language":"en","title":"Opinion:Here's the math for Tesla's stock price if it becomes the Apple of car makers<blockquote>观点:如果特斯拉成为汽车制造商的苹果,特斯拉的股价计算如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179471352","media":"Market watch","summary":"For those that don’t know, in the early 2000s it was unimaginable that these legacy mobile phone manufacturers could disappear. In 2006, Research in Motion , the company making BlackBerrys, lost a patent suit against NTP and a U.S. District Court judge slapped an injunction on sales. The Defense Department stepped in, claiming that a Blackberry injunction was a threat to national security. Meanwhile, industry leader Nokia held a 40% market share and by the end of 2007 sported a $230 billion mark","content":"<p>Fans and shareholders of Tesla are making stronger and louder arguments about the future of their favorite company. In them, they draw analogies to one of the most successful brands and businesses in the history of capitalism. They suggest that automaking may go the way of handset manufacturing and that – for TeslaTSLA,+3.43%– there is a strong resemblance to the AppleAAPL,-1.82%vs. Nokia/Blackberry/Ericsson/Motorola dynamic.</p><p><blockquote>特斯拉的粉丝和股东正在对他们最喜欢的公司的未来进行更强烈、更响亮的争论。在书中,他们将资本主义历史上最成功的品牌和企业之一进行了类比。他们认为汽车制造可能会走上手机制造的道路,而且对于特斯拉来说,SLA+3.43%,与苹果APL(-1.82%)非常相似。诺基亚/黑莓/爱立信/摩托罗拉动力。</blockquote></p><p> For those that don’t know, in the early 2000s it was unimaginable that these legacy mobile phone manufacturers could disappear. In 2006, Research in Motion (RIM), the company making BlackBerrys, lost a patent suit against NTP and a U.S. District Court judge slapped an injunction on sales. The Defense Department stepped in, claiming that a Blackberry injunction was a threat to national security. Meanwhile, industry leader Nokia held a 40% market share and by the end of 2007 sported a $230 billion market cap.</p><p><blockquote>对于那些不知道的人来说,在本世纪初,这些传统手机制造商会消失是不可想象的。2006 年,生产黑莓手机的 Research in Motion (RIM) 公司在针对 NTP 的专利诉讼中败诉,美国地方法院法官下达了销售禁令。国防部介入,声称黑莓禁令对国家安全构成威胁。与此同时,行业领导者诺基亚占据了40%的市场份额,到2007年底,其市值达到了2300亿美元。</blockquote></p><p> But something else happened in 2007.</p><p><blockquote>但是2007年发生了别的事情。</blockquote></p><p> Steve Jobs introduced the iPhone.</p><p><blockquote>史蒂夫·乔布斯推出了iPhone。</blockquote></p><p> And that changed the game for Nokia, Blackberry and the entire industry, forever.</p><p><blockquote>这永远改变了诺基亚、黑莓和整个行业的游戏规则。</blockquote></p><p> Coincidentally, Jobs introduced that iPhone seven months after Tesla introduced the Roadster at the San Francisco International Auto Show. Fast forward to 2021, and the bulls are suggesting that Apple’s overwhelming success in handset manufacturing can be mirrored in automobile manufacturing by Elon Musk’s Tesla.</p><p><blockquote>巧合的是,乔布斯在特斯拉在旧金山国际车展上推出Roadster 7个月后推出了iPhone。时间快进到 2021 年,多头认为苹果在手机制造领域取得的巨大成功可以通过埃隆-马斯克(Elon Musk)的特斯拉在汽车制造领域得到复制。</blockquote></p><p> For this to happen, let’s first assume that within 15 years buyers will demand a broadly similar “form factor” for any vehicle. Today, there are 250 brands of cars sold to fit all appetites and budgets, and perhaps over 1,000 trims. Meanwhile, thanks to the iPhone, handset hardware has gone from a myriad of styles, sizes and forms to basically one.</p><p><blockquote>要实现这一点,我们首先假设在 15 年内,买家对任何车辆的 “外形 ”要求都大致相似。如今,有 250 个品牌的汽车销售,以满足各种口味和预算,可能还有 1,000 多种装饰。与此同时,多亏了iPhone,手机硬件已经从无数种风格、尺寸和形式变成了基本上只有一种。</blockquote></p><p> Similarly, let’s imagine that the production and value of automobiles and light trucks will become less about the style or performance that is demanded and instead mostly about the software inside the vehicle.</p><p><blockquote>同样,让我们想象一下,汽车和轻型卡车的生产和价值将不再取决于所需的款式或性能,而是主要取决于车内的软件。</blockquote></p><p> Finally (and this is a huge debate, but) let’s presuppose that Tesla will have better software – most importantly better autonomous driving capability – than any other vendor or manufacturer, whether in Silicon Valley, Detroit, Wolfsburg or elsewhere.</p><p><blockquote>最后(这是一个巨大的争论,但)让我们假设特斯拉将拥有比任何其他供应商或制造商更好的软件--最重要的是更好的自动驾驶能力--无论是在硅谷、底特律、沃尔夫斯堡还是其他地方。</blockquote></p><p> In other words, let’s assume that Tesla is going to become the Apple of automakers.</p><p><blockquote>换句话说,假设特斯拉将成为汽车制造商的苹果。</blockquote></p><p> To do this, we need to ignore that Apple is not just a handset manufacturer. In the first three quarters this year, it reported over $150 billion of iPhone sales, which represented 55% of total sales. It also reported sales from the “Services” segment, which included sales from advertising, digital content, AppleCare and other lines. If we assume all that revenue was driven by the iPhone (even though not all was), then we get the iPhone representing about 65%-70% of Apple’s sales.</p><p><blockquote>要做到这一点,我们需要忽略苹果不仅仅是一家手机制造商。今年前三个季度,该公司报告的iPhone销售额超过1500亿美元,占总销售额的55%。该公司还报告了 “服务 ”部门的销售额,其中包括广告、数字内容、AppleCare 和其他领域的销售额。如果我们假设所有收入都是由 iPhone 推动的(尽管并非全部),那么 iPhone 约占苹果销售额的 65%-70%。</blockquote></p><p> This implies Apple has a substantial business (about $110 billion this year) selling Macs, iPads, wearables and accessories too. So in our “Tesla is Apple” analogy, we need to assume that Tesla will make similar extensions into new products.</p><p><blockquote>这意味着苹果在销售 Mac、iPad、可穿戴设备和配件方面也拥有庞大的业务(今年约 1100 亿美元)。因此,在我们的 “特斯拉就是苹果 ”类比中,我们需要假设特斯拉也会对新产品进行类似的扩展。</blockquote></p><p> We also need to ignore that most of the profit for Apple in handsets comes from mobile advertising and app sales, much of which Apple reports in that services segment noted above. Again, to stay in our framework, we also need to believe that Tesla would generate something similar via its over-the-air updates or its own app store.</p><p><blockquote>我们还需要忽略这样一个事实,即苹果在手机领域的大部分利润来自移动广告和应用程序销售,其中大部分是苹果在上述服务领域报告的。同样,为了留在我们的框架内,我们还需要相信特斯拉会通过其无线更新或自己的应用商店产生类似的东西。</blockquote></p><p> Making all these assumptions, then future margins in “automaking” – for at least one manufacturer – could theoretically start trending up toward the margins generated today by Apple.</p><p><blockquote>做出所有这些假设,那么 “汽车制造 ”领域的未来利润率--至少对一家制造商来说--理论上可能会开始向苹果今天产生的利润率上升趋势。</blockquote></p><p> So in terms of handset market share, people around the world are going to buy approximately 1.4 billion handsets this year, and the average selling price will be about $320. Apple has about 16% of the global market, and will sell about 225 million iPhones.</p><p><blockquote>所以就手机市场份额而言,今年全球人们将购买大约14亿部手机,平均售价将在320美元左右。苹果拥有全球约16%的市场份额,将销售约2.25亿部iPhone。</blockquote></p><p> Just guessing here, but if these iPhones are sold at an average price of $890, then the average price of all the other phones sold in the world needs to be about $125 for the math to make sense. And because Apple can sell its iPhone at such a huge premium and produce remarkable revenues from advertising and app store sales, it generates a whopping 24% earnings margin.</p><p><blockquote>这里只是猜测,但如果这些iPhone的平均价格为890美元,那么世界上销售的所有其他手机的平均价格需要在125美元左右,数学才有意义。由于苹果可以以如此高的溢价销售其 iPhone,并从广告和应用商店销售中产生可观的收入,因此它产生了高达 24% 的利润率。</blockquote></p><p> In comparison, VolkswagenVOW3,-0.49%VWAPY,-2.43%,which started operations in 1938, has worked its way up to a global market share of 12.0% and generates net income margins of 5.0%.</p><p><blockquote>相比之下,1938 年开始运营的大众 VOW3,-0.49% VWAPY,-2.43% 的全球市场份额已达到 12.0%,净利润率为 5.0%。</blockquote></p><p> Toyota7203,+0.33%TM,+0.05%,which also started operations in 1938, also has a global market share of 12.0% and generates even better net income margins of approximately 7.0%.</p><p><blockquote>丰田7203,+0.33%TM,+0.05%,也于1938年开始运营,全球市场份额也为12.0%,净利润率更高,约为7.0%。</blockquote></p><p> Nokia, for what it is worth, generated 14% net margins before the iPhone changed the game. In other words, even before Apple showed up, handset manufacturing was over twice as profitable for market leaders as making cars.</p><p><blockquote>就其价值而言,诺基亚在iPhone改变游戏规则之前创造了14%的净利润。换句话说,即使在苹果出现之前,手机制造对市场领导者来说的利润也是制造汽车的两倍多。</blockquote></p><p></p><p> Anyway, folks around the world will buy about 75 million new cars this year, and at an average price of $30,000 (ballpark) this works out to over $2.2 trillion in sales. This is about five times larger than the handset market, which will come in at about $450 million. Toyota and Volkswagen are the largest – and best in class – scale automobile manufacturers in the world. Other groups, including FordF,+1.30%,Stellantis (FCA/Peugeot)STLA,-0.50%,DaimlerDAI,+2.25%,General MotorsGM,+0.35%,Honda7267,-0.53%HMC,-0.40%,BMWBMW,-0.11%and many others also have significant share.</p><p><blockquote>无论如何,今年世界各地的人们将购买约 7500 万辆新车,以 30,000 美元(大致)的平均价格计算,销售额将超过 2.2 万亿美元。这大约是手机市场的五倍,手机市场的收入约为 4.5 亿美元。丰田和大众是世界上最大的、也是同类中最好的汽车制造商。其他集团,包括福特F,+1.30%,Stellantis (FCA/标致) STLA,-0.50%,戴姆勒DAI,+2.25%,通用汽车SGM,+0.35%,本田7267,-0.53%HMC,-0.40%,宝马宝马,-0.11%等许多其他集团也拥有重要份额。</blockquote></p><p> This year, Tesla will sell about a million cars, representing a global market share of 1.3%.</p><p><blockquote>今年,特斯拉将销售约100万辆汽车,占全球市场份额1.3%。</blockquote></p><p> And dare I say that each of Tesla’s competitors will be loath to surrender more market share, thus the huge amount of R&D and capital spending they will devote to the upcoming transition to electric vehicles (EVs). On the CAPEX metric alone, we can see that these competitors will actually spend more next year than Tesla.</p><p><blockquote>我敢说,特斯拉的每个竞争对手都不愿意放弃更多的市场份额,因此他们将把巨额研发和资本支出投入到即将到来的电动汽车(EV)转型中。仅从资本支出指标来看,我们可以看到这些竞争对手明年的支出实际上将超过特斯拉。</blockquote></p><p> A lot more.</p><p><blockquote>更多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c0b0383d691f139a5d04a2a94c2bd399\" tg-width=\"699\" tg-height=\"481\" referrerpolicy=\"no-referrer\">ALBERT BRIDGE CAPITAL</p><p><blockquote>艾伯特桥资本</blockquote></p><p> But still, let’s assume all the legacy automakers fail to maintain share. Let’s also envision that most of the profits in the industry will eventually go to Tesla (as they have in handsets to Apple).</p><p><blockquote>不过,我们还是假设所有传统汽车制造商都未能保持市场份额。我们还可以设想,该行业的大部分利润最终将流向特斯拉(就像手机流向苹果一样)。</blockquote></p><p> As a baseline, analysts anticipate that Tesla will generate over $50 billion in sales this year. Over 85% of these sales are related to its automotive business.</p><p><blockquote>作为基线,分析师预计特斯拉今年的销售额将超过 500 亿美元。其中超过 85% 的销售额与其汽车业务有关。</blockquote></p><p> In 2035, if EVs represents 95% of all new cars sold, and Tesla has the same 16% market share as Apple does today (significantly eclipsing that of VW or Toyota), it will be producing 22 million cars and light trucks, and generating sales of over $1 trillion.</p><p><blockquote>到 2035 年,如果电动汽车占所有新车销量的 95%,并且特斯拉拥有与苹果今天相同的 16% 的市场份额(大大超过大众或丰田),那么它将生产 2200 万辆汽车和轻型卡车,销售额将超过 1 万亿美元。</blockquote></p><p> This year, analysts anticipate that Tesla will generate nearly $7 billion in adjusted net income (which will include approximately $1.2 billion in profits driven by regulatory credits).</p><p><blockquote>今年,分析师预计特斯拉将产生近 70 亿美元的调整后净利润(其中包括监管信贷推动的约 12 亿美元利润)。</blockquote></p><p> If Tesla were able to generate the same 24% net earnings margin as Apple does today (remember VW is at 5% and Toyota at 7%), then it would produce about $250 billion of earnings in 2035.</p><p><blockquote>如果特斯拉能够产生与苹果今天相同的 24% 净利润率(记住大众为 5%,丰田为 7%),那么它将在 2035 年产生约 2500 亿美元的收益。</blockquote></p><p> As Tesla has grown from zero to one million cars, it has built production facilities in Freemont, Shanghai and soon Austin; battery-producing gigafactories in Nevada, Buffalo, Germany and Austin again; and other manufacturing and tooling facilities in Michigan, Ontario, Shanghai, two more in California and three more in Germany.</p><p><blockquote>随着特斯拉从零到一百万辆汽车的发展,它已经在Freemont、Shanghai和不久的Austin建立了生产设施;内华达州、布法罗、德国和奥斯汀再次出现电池生产超级工厂;以及密歇根州、安大略省、上海的其他制造和模具工厂,加利福尼亚州还有两个工厂,德国还有三个工厂。</blockquote></p><p> To finance this expansion, Tesla went from 35 million diluted shares in 2009 to 641 million in 2015 to over 1.1 billion today. Of course some of these went to key executives in the firm as compensation, but for the most part, this share issuance helped to finance the firm’s stunning growth to date.</p><p><blockquote>为了为此次扩张提供资金,特斯拉从 2009 年的 3500 万股稀释股票增加到 2015 年的 6.41 亿股,再到如今的超过 11 亿股。当然,其中一些作为补偿发给了公司的主要高管,但在很大程度上,这次股票发行为公司迄今为止的惊人增长提供了资金。</blockquote></p><p> And if Tesla is going to build over 20 million units a year (up from about 1 million this year), this will require a lot more capital. But given its strong share price and internal cash flow generation, let’s assume that the rate of new share issuance at Tesla will slow dramatically, to just 1.5% new shares per year. At this rate, they would have “only” 1.4 billion shares in 2035.</p><p><blockquote>如果特斯拉每年要建造超过 2000 万辆汽车(高于今年的约 100 万辆),这将需要更多的资本。但鉴于其强劲的股价和内部现金流,让我们假设特斯拉的新股发行速度将大幅放缓,每年新股发行量仅为 1.5%。按照这个速度,到 2035 年,他们 “只有 ”14 亿股股票。</blockquote></p><p> And in that year, on production of 22 million vehicles at an average selling price of $46,000 (again, our guess) and doing 24% net earnings margins, this $250 billion of earnings would work out to about $178 per share.</p><p><blockquote>那一年,以平均售价 46,000 美元(同样是我们的猜测)生产 2200 万辆汽车,净利润率为 24%,这 2500 亿美元的收益将达到每股约 178 美元。</blockquote></p><p> Given Tesla’s domination in this scenario where it maxes out its market share, the only negative is that it would no longer be a secular story, but one more exposed to the cyclical nature of automaking. So its huge amount of revenue and income would naturally be growing much more slowly by then. But, again for the sake of this exercise, let’s assume that Tesla will still find a way to continue to generate a consistent 10% EPS growth on that $250 billion number.</p><p><blockquote>鉴于特斯拉在这种最大限度地扩大市场份额的情况下占据主导地位,唯一的负面影响是它将不再是一个世俗的故事,而是一个更加暴露于汽车制造周期性的故事。因此,到那时,其巨额收入和收入的增长自然会慢得多。但是,同样为了本次练习的目的,让我们假设特斯拉仍将找到一种方法,在 2500 亿美元的数字上继续实现 10% 的每股收益持续增长。</blockquote></p><p> And despite this slowing, let’s also assume that investors will want to pay a P/E ratio of over 20 for a now huge and cyclical business.</p><p><blockquote>尽管经济放缓,但我们也假设投资者愿意为一家目前规模庞大且具有周期性的企业支付超过 20 的市盈率。</blockquote></p><p> On a P/E of 22.5, that would work out to a market cap of $5.6 trillion, and a share price of $4,000.</p><p><blockquote>如果市盈率为 22.5,那么市值将达到 5.6 万亿美元,股价为 4,000 美元。</blockquote></p><p> These are big numbers. And despite what we hear from the more optimistic of the Tesla bulls, let’s also assume that today’s shareholders only hope to make 10% per year between now and 2035.</p><p><blockquote>这些都是很大的数字。尽管我们从更乐观的特斯拉多头那里听到了一些说法,但让我们也假设,从现在到 2035 年,今天的股东只希望每年赚取 10% 的收益。</blockquote></p><p> If we discount that $4,000 by 10% back to today, the shares are worth $1,050.</p><p><blockquote>如果我们将这 4,000 美元折扣 10%,回到今天,这些股票的价值为 1,050 美元。</blockquote></p><p> That is pretty close to where we are right now.</p><p><blockquote>这与我们现在的情况非常接近。</blockquote></p><p> So all that above is what needs to happen for $1,050 to be a fair share price today.</p><p><blockquote>因此,以上就是 1,050 美元要想成为当今公平的股价需要发生的事情。</blockquote></p><p> Doubters, admittedly like us, will suggest that the execution risk is tremendous, and these market shares (and particularly the margins) may be impossible.</p><p><blockquote>怀疑者,诚然和我们一样,会认为执行风险是巨大的,这些市场份额(尤其是利润率)可能是不可能的。</blockquote></p><p></p><p> Yet, despite the fact that we actually can’t ignore the differences between the mobile phone and automobile industries noted above, the believers – who may indeed be right – will literally need to see Apple-esque industry dynamics, market shares and earnings margins for this all to make sense.</p><p><blockquote>然而,尽管我们实际上不能忽视上述手机和汽车行业之间的差异,但信徒们--他们可能确实是对的--确实需要看到苹果式的行业动态、市场份额和利润率,才能让这一切变得有意义。</blockquote></p><p> It is also important to consider that for there to be even more upside in the shares from current levels, Tesla will actually have to exceed everything that Apple has accomplished.</p><p><blockquote>同样重要的是要考虑到,要想让股价在当前水平上有更大的上涨空间,特斯拉实际上必须超越苹果所取得的一切成就。</blockquote></p><p> Whether a bull or a bear, there is no doubting that what Musk has achieved thus far has been nothing short of incredible. Five years ago, few would have thought it even possible that Hertz would order 100,000 Teslas in a single order for its car rental fleet, or that Tesla would produce and sell a million cars in a single year.</p><p><blockquote>无论是牛市还是熊市,毫无疑问,马斯克迄今为止所取得的成就都令人难以置信。五年前,很少有人会想到赫兹会为其汽车租赁车队一次性订购 10 万辆特斯拉,或者特斯拉会在一年内生产和销售 100 万辆汽车。</blockquote></p><p> He will continue to do incredible things. He has changed the world and the mindset of his competitors. None of that is in question. The future that his share price is discounting is the question we are asking today.</p><p><blockquote>他会继续做不可思议的事情。 他改变了世界和竞争对手的心态。这些都是不可能的。他的股价打折的未来是我们今天要问的问题。</blockquote></p><p></p>","source":"lsy1616996754749","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Opinion:Here's the math for Tesla's stock price if it becomes the Apple of car makers<blockquote>观点:如果特斯拉成为汽车制造商的苹果,特斯拉的股价计算如下</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion:Here's the math for Tesla's stock price if it becomes the Apple of car makers<blockquote>观点:如果特斯拉成为汽车制造商的苹果,特斯拉的股价计算如下</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market watch</strong><span class=\"h-time small\">2021-10-30 11:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fans and shareholders of Tesla are making stronger and louder arguments about the future of their favorite company. In them, they draw analogies to one of the most successful brands and businesses in the history of capitalism. They suggest that automaking may go the way of handset manufacturing and that – for TeslaTSLA,+3.43%– there is a strong resemblance to the AppleAAPL,-1.82%vs. Nokia/Blackberry/Ericsson/Motorola dynamic.</p><p><blockquote>特斯拉的粉丝和股东正在对他们最喜欢的公司的未来进行更强烈、更响亮的争论。在书中,他们将资本主义历史上最成功的品牌和企业之一进行了类比。他们认为汽车制造可能会走上手机制造的道路,而且对于特斯拉来说,SLA+3.43%,与苹果APL(-1.82%)非常相似。诺基亚/黑莓/爱立信/摩托罗拉动力。</blockquote></p><p> For those that don’t know, in the early 2000s it was unimaginable that these legacy mobile phone manufacturers could disappear. In 2006, Research in Motion (RIM), the company making BlackBerrys, lost a patent suit against NTP and a U.S. District Court judge slapped an injunction on sales. The Defense Department stepped in, claiming that a Blackberry injunction was a threat to national security. Meanwhile, industry leader Nokia held a 40% market share and by the end of 2007 sported a $230 billion market cap.</p><p><blockquote>对于那些不知道的人来说,在本世纪初,这些传统手机制造商会消失是不可想象的。2006 年,生产黑莓手机的 Research in Motion (RIM) 公司在针对 NTP 的专利诉讼中败诉,美国地方法院法官下达了销售禁令。国防部介入,声称黑莓禁令对国家安全构成威胁。与此同时,行业领导者诺基亚占据了40%的市场份额,到2007年底,其市值达到了2300亿美元。</blockquote></p><p> But something else happened in 2007.</p><p><blockquote>但是2007年发生了别的事情。</blockquote></p><p> Steve Jobs introduced the iPhone.</p><p><blockquote>史蒂夫·乔布斯推出了iPhone。</blockquote></p><p> And that changed the game for Nokia, Blackberry and the entire industry, forever.</p><p><blockquote>这永远改变了诺基亚、黑莓和整个行业的游戏规则。</blockquote></p><p> Coincidentally, Jobs introduced that iPhone seven months after Tesla introduced the Roadster at the San Francisco International Auto Show. Fast forward to 2021, and the bulls are suggesting that Apple’s overwhelming success in handset manufacturing can be mirrored in automobile manufacturing by Elon Musk’s Tesla.</p><p><blockquote>巧合的是,乔布斯在特斯拉在旧金山国际车展上推出Roadster 7个月后推出了iPhone。时间快进到 2021 年,多头认为苹果在手机制造领域取得的巨大成功可以通过埃隆-马斯克(Elon Musk)的特斯拉在汽车制造领域得到复制。</blockquote></p><p> For this to happen, let’s first assume that within 15 years buyers will demand a broadly similar “form factor” for any vehicle. Today, there are 250 brands of cars sold to fit all appetites and budgets, and perhaps over 1,000 trims. Meanwhile, thanks to the iPhone, handset hardware has gone from a myriad of styles, sizes and forms to basically one.</p><p><blockquote>要实现这一点,我们首先假设在 15 年内,买家对任何车辆的 “外形 ”要求都大致相似。如今,有 250 个品牌的汽车销售,以满足各种口味和预算,可能还有 1,000 多种装饰。与此同时,多亏了iPhone,手机硬件已经从无数种风格、尺寸和形式变成了基本上只有一种。</blockquote></p><p> Similarly, let’s imagine that the production and value of automobiles and light trucks will become less about the style or performance that is demanded and instead mostly about the software inside the vehicle.</p><p><blockquote>同样,让我们想象一下,汽车和轻型卡车的生产和价值将不再取决于所需的款式或性能,而是主要取决于车内的软件。</blockquote></p><p> Finally (and this is a huge debate, but) let’s presuppose that Tesla will have better software – most importantly better autonomous driving capability – than any other vendor or manufacturer, whether in Silicon Valley, Detroit, Wolfsburg or elsewhere.</p><p><blockquote>最后(这是一个巨大的争论,但)让我们假设特斯拉将拥有比任何其他供应商或制造商更好的软件--最重要的是更好的自动驾驶能力--无论是在硅谷、底特律、沃尔夫斯堡还是其他地方。</blockquote></p><p> In other words, let’s assume that Tesla is going to become the Apple of automakers.</p><p><blockquote>换句话说,假设特斯拉将成为汽车制造商的苹果。</blockquote></p><p> To do this, we need to ignore that Apple is not just a handset manufacturer. In the first three quarters this year, it reported over $150 billion of iPhone sales, which represented 55% of total sales. It also reported sales from the “Services” segment, which included sales from advertising, digital content, AppleCare and other lines. If we assume all that revenue was driven by the iPhone (even though not all was), then we get the iPhone representing about 65%-70% of Apple’s sales.</p><p><blockquote>要做到这一点,我们需要忽略苹果不仅仅是一家手机制造商。今年前三个季度,该公司报告的iPhone销售额超过1500亿美元,占总销售额的55%。该公司还报告了 “服务 ”部门的销售额,其中包括广告、数字内容、AppleCare 和其他领域的销售额。如果我们假设所有收入都是由 iPhone 推动的(尽管并非全部),那么 iPhone 约占苹果销售额的 65%-70%。</blockquote></p><p> This implies Apple has a substantial business (about $110 billion this year) selling Macs, iPads, wearables and accessories too. So in our “Tesla is Apple” analogy, we need to assume that Tesla will make similar extensions into new products.</p><p><blockquote>这意味着苹果在销售 Mac、iPad、可穿戴设备和配件方面也拥有庞大的业务(今年约 1100 亿美元)。因此,在我们的 “特斯拉就是苹果 ”类比中,我们需要假设特斯拉也会对新产品进行类似的扩展。</blockquote></p><p> We also need to ignore that most of the profit for Apple in handsets comes from mobile advertising and app sales, much of which Apple reports in that services segment noted above. Again, to stay in our framework, we also need to believe that Tesla would generate something similar via its over-the-air updates or its own app store.</p><p><blockquote>我们还需要忽略这样一个事实,即苹果在手机领域的大部分利润来自移动广告和应用程序销售,其中大部分是苹果在上述服务领域报告的。同样,为了留在我们的框架内,我们还需要相信特斯拉会通过其无线更新或自己的应用商店产生类似的东西。</blockquote></p><p> Making all these assumptions, then future margins in “automaking” – for at least one manufacturer – could theoretically start trending up toward the margins generated today by Apple.</p><p><blockquote>做出所有这些假设,那么 “汽车制造 ”领域的未来利润率--至少对一家制造商来说--理论上可能会开始向苹果今天产生的利润率上升趋势。</blockquote></p><p> So in terms of handset market share, people around the world are going to buy approximately 1.4 billion handsets this year, and the average selling price will be about $320. Apple has about 16% of the global market, and will sell about 225 million iPhones.</p><p><blockquote>所以就手机市场份额而言,今年全球人们将购买大约14亿部手机,平均售价将在320美元左右。苹果拥有全球约16%的市场份额,将销售约2.25亿部iPhone。</blockquote></p><p> Just guessing here, but if these iPhones are sold at an average price of $890, then the average price of all the other phones sold in the world needs to be about $125 for the math to make sense. And because Apple can sell its iPhone at such a huge premium and produce remarkable revenues from advertising and app store sales, it generates a whopping 24% earnings margin.</p><p><blockquote>这里只是猜测,但如果这些iPhone的平均价格为890美元,那么世界上销售的所有其他手机的平均价格需要在125美元左右,数学才有意义。由于苹果可以以如此高的溢价销售其 iPhone,并从广告和应用商店销售中产生可观的收入,因此它产生了高达 24% 的利润率。</blockquote></p><p> In comparison, VolkswagenVOW3,-0.49%VWAPY,-2.43%,which started operations in 1938, has worked its way up to a global market share of 12.0% and generates net income margins of 5.0%.</p><p><blockquote>相比之下,1938 年开始运营的大众 VOW3,-0.49% VWAPY,-2.43% 的全球市场份额已达到 12.0%,净利润率为 5.0%。</blockquote></p><p> Toyota7203,+0.33%TM,+0.05%,which also started operations in 1938, also has a global market share of 12.0% and generates even better net income margins of approximately 7.0%.</p><p><blockquote>丰田7203,+0.33%TM,+0.05%,也于1938年开始运营,全球市场份额也为12.0%,净利润率更高,约为7.0%。</blockquote></p><p> Nokia, for what it is worth, generated 14% net margins before the iPhone changed the game. In other words, even before Apple showed up, handset manufacturing was over twice as profitable for market leaders as making cars.</p><p><blockquote>就其价值而言,诺基亚在iPhone改变游戏规则之前创造了14%的净利润。换句话说,即使在苹果出现之前,手机制造对市场领导者来说的利润也是制造汽车的两倍多。</blockquote></p><p></p><p> Anyway, folks around the world will buy about 75 million new cars this year, and at an average price of $30,000 (ballpark) this works out to over $2.2 trillion in sales. This is about five times larger than the handset market, which will come in at about $450 million. Toyota and Volkswagen are the largest – and best in class – scale automobile manufacturers in the world. Other groups, including FordF,+1.30%,Stellantis (FCA/Peugeot)STLA,-0.50%,DaimlerDAI,+2.25%,General MotorsGM,+0.35%,Honda7267,-0.53%HMC,-0.40%,BMWBMW,-0.11%and many others also have significant share.</p><p><blockquote>无论如何,今年世界各地的人们将购买约 7500 万辆新车,以 30,000 美元(大致)的平均价格计算,销售额将超过 2.2 万亿美元。这大约是手机市场的五倍,手机市场的收入约为 4.5 亿美元。丰田和大众是世界上最大的、也是同类中最好的汽车制造商。其他集团,包括福特F,+1.30%,Stellantis (FCA/标致) STLA,-0.50%,戴姆勒DAI,+2.25%,通用汽车SGM,+0.35%,本田7267,-0.53%HMC,-0.40%,宝马宝马,-0.11%等许多其他集团也拥有重要份额。</blockquote></p><p> This year, Tesla will sell about a million cars, representing a global market share of 1.3%.</p><p><blockquote>今年,特斯拉将销售约100万辆汽车,占全球市场份额1.3%。</blockquote></p><p> And dare I say that each of Tesla’s competitors will be loath to surrender more market share, thus the huge amount of R&D and capital spending they will devote to the upcoming transition to electric vehicles (EVs). On the CAPEX metric alone, we can see that these competitors will actually spend more next year than Tesla.</p><p><blockquote>我敢说,特斯拉的每个竞争对手都不愿意放弃更多的市场份额,因此他们将把巨额研发和资本支出投入到即将到来的电动汽车(EV)转型中。仅从资本支出指标来看,我们可以看到这些竞争对手明年的支出实际上将超过特斯拉。</blockquote></p><p> A lot more.</p><p><blockquote>更多。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c0b0383d691f139a5d04a2a94c2bd399\" tg-width=\"699\" tg-height=\"481\" referrerpolicy=\"no-referrer\">ALBERT BRIDGE CAPITAL</p><p><blockquote>艾伯特桥资本</blockquote></p><p> But still, let’s assume all the legacy automakers fail to maintain share. Let’s also envision that most of the profits in the industry will eventually go to Tesla (as they have in handsets to Apple).</p><p><blockquote>不过,我们还是假设所有传统汽车制造商都未能保持市场份额。我们还可以设想,该行业的大部分利润最终将流向特斯拉(就像手机流向苹果一样)。</blockquote></p><p> As a baseline, analysts anticipate that Tesla will generate over $50 billion in sales this year. Over 85% of these sales are related to its automotive business.</p><p><blockquote>作为基线,分析师预计特斯拉今年的销售额将超过 500 亿美元。其中超过 85% 的销售额与其汽车业务有关。</blockquote></p><p> In 2035, if EVs represents 95% of all new cars sold, and Tesla has the same 16% market share as Apple does today (significantly eclipsing that of VW or Toyota), it will be producing 22 million cars and light trucks, and generating sales of over $1 trillion.</p><p><blockquote>到 2035 年,如果电动汽车占所有新车销量的 95%,并且特斯拉拥有与苹果今天相同的 16% 的市场份额(大大超过大众或丰田),那么它将生产 2200 万辆汽车和轻型卡车,销售额将超过 1 万亿美元。</blockquote></p><p> This year, analysts anticipate that Tesla will generate nearly $7 billion in adjusted net income (which will include approximately $1.2 billion in profits driven by regulatory credits).</p><p><blockquote>今年,分析师预计特斯拉将产生近 70 亿美元的调整后净利润(其中包括监管信贷推动的约 12 亿美元利润)。</blockquote></p><p> If Tesla were able to generate the same 24% net earnings margin as Apple does today (remember VW is at 5% and Toyota at 7%), then it would produce about $250 billion of earnings in 2035.</p><p><blockquote>如果特斯拉能够产生与苹果今天相同的 24% 净利润率(记住大众为 5%,丰田为 7%),那么它将在 2035 年产生约 2500 亿美元的收益。</blockquote></p><p> As Tesla has grown from zero to one million cars, it has built production facilities in Freemont, Shanghai and soon Austin; battery-producing gigafactories in Nevada, Buffalo, Germany and Austin again; and other manufacturing and tooling facilities in Michigan, Ontario, Shanghai, two more in California and three more in Germany.</p><p><blockquote>随着特斯拉从零到一百万辆汽车的发展,它已经在Freemont、Shanghai和不久的Austin建立了生产设施;内华达州、布法罗、德国和奥斯汀再次出现电池生产超级工厂;以及密歇根州、安大略省、上海的其他制造和模具工厂,加利福尼亚州还有两个工厂,德国还有三个工厂。</blockquote></p><p> To finance this expansion, Tesla went from 35 million diluted shares in 2009 to 641 million in 2015 to over 1.1 billion today. Of course some of these went to key executives in the firm as compensation, but for the most part, this share issuance helped to finance the firm’s stunning growth to date.</p><p><blockquote>为了为此次扩张提供资金,特斯拉从 2009 年的 3500 万股稀释股票增加到 2015 年的 6.41 亿股,再到如今的超过 11 亿股。当然,其中一些作为补偿发给了公司的主要高管,但在很大程度上,这次股票发行为公司迄今为止的惊人增长提供了资金。</blockquote></p><p> And if Tesla is going to build over 20 million units a year (up from about 1 million this year), this will require a lot more capital. But given its strong share price and internal cash flow generation, let’s assume that the rate of new share issuance at Tesla will slow dramatically, to just 1.5% new shares per year. At this rate, they would have “only” 1.4 billion shares in 2035.</p><p><blockquote>如果特斯拉每年要建造超过 2000 万辆汽车(高于今年的约 100 万辆),这将需要更多的资本。但鉴于其强劲的股价和内部现金流,让我们假设特斯拉的新股发行速度将大幅放缓,每年新股发行量仅为 1.5%。按照这个速度,到 2035 年,他们 “只有 ”14 亿股股票。</blockquote></p><p> And in that year, on production of 22 million vehicles at an average selling price of $46,000 (again, our guess) and doing 24% net earnings margins, this $250 billion of earnings would work out to about $178 per share.</p><p><blockquote>那一年,以平均售价 46,000 美元(同样是我们的猜测)生产 2200 万辆汽车,净利润率为 24%,这 2500 亿美元的收益将达到每股约 178 美元。</blockquote></p><p> Given Tesla’s domination in this scenario where it maxes out its market share, the only negative is that it would no longer be a secular story, but one more exposed to the cyclical nature of automaking. So its huge amount of revenue and income would naturally be growing much more slowly by then. But, again for the sake of this exercise, let’s assume that Tesla will still find a way to continue to generate a consistent 10% EPS growth on that $250 billion number.</p><p><blockquote>鉴于特斯拉在这种最大限度地扩大市场份额的情况下占据主导地位,唯一的负面影响是它将不再是一个世俗的故事,而是一个更加暴露于汽车制造周期性的故事。因此,到那时,其巨额收入和收入的增长自然会慢得多。但是,同样为了本次练习的目的,让我们假设特斯拉仍将找到一种方法,在 2500 亿美元的数字上继续实现 10% 的每股收益持续增长。</blockquote></p><p> And despite this slowing, let’s also assume that investors will want to pay a P/E ratio of over 20 for a now huge and cyclical business.</p><p><blockquote>尽管经济放缓,但我们也假设投资者愿意为一家目前规模庞大且具有周期性的企业支付超过 20 的市盈率。</blockquote></p><p> On a P/E of 22.5, that would work out to a market cap of $5.6 trillion, and a share price of $4,000.</p><p><blockquote>如果市盈率为 22.5,那么市值将达到 5.6 万亿美元,股价为 4,000 美元。</blockquote></p><p> These are big numbers. And despite what we hear from the more optimistic of the Tesla bulls, let’s also assume that today’s shareholders only hope to make 10% per year between now and 2035.</p><p><blockquote>这些都是很大的数字。尽管我们从更乐观的特斯拉多头那里听到了一些说法,但让我们也假设,从现在到 2035 年,今天的股东只希望每年赚取 10% 的收益。</blockquote></p><p> If we discount that $4,000 by 10% back to today, the shares are worth $1,050.</p><p><blockquote>如果我们将这 4,000 美元折扣 10%,回到今天,这些股票的价值为 1,050 美元。</blockquote></p><p> That is pretty close to where we are right now.</p><p><blockquote>这与我们现在的情况非常接近。</blockquote></p><p> So all that above is what needs to happen for $1,050 to be a fair share price today.</p><p><blockquote>因此,以上就是 1,050 美元要想成为当今公平的股价需要发生的事情。</blockquote></p><p> Doubters, admittedly like us, will suggest that the execution risk is tremendous, and these market shares (and particularly the margins) may be impossible.</p><p><blockquote>怀疑者,诚然和我们一样,会认为执行风险是巨大的,这些市场份额(尤其是利润率)可能是不可能的。</blockquote></p><p></p><p> Yet, despite the fact that we actually can’t ignore the differences between the mobile phone and automobile industries noted above, the believers – who may indeed be right – will literally need to see Apple-esque industry dynamics, market shares and earnings margins for this all to make sense.</p><p><blockquote>然而,尽管我们实际上不能忽视上述手机和汽车行业之间的差异,但信徒们--他们可能确实是对的--确实需要看到苹果式的行业动态、市场份额和利润率,才能让这一切变得有意义。</blockquote></p><p> It is also important to consider that for there to be even more upside in the shares from current levels, Tesla will actually have to exceed everything that Apple has accomplished.</p><p><blockquote>同样重要的是要考虑到,要想让股价在当前水平上有更大的上涨空间,特斯拉实际上必须超越苹果所取得的一切成就。</blockquote></p><p> Whether a bull or a bear, there is no doubting that what Musk has achieved thus far has been nothing short of incredible. Five years ago, few would have thought it even possible that Hertz would order 100,000 Teslas in a single order for its car rental fleet, or that Tesla would produce and sell a million cars in a single year.</p><p><blockquote>无论是牛市还是熊市,毫无疑问,马斯克迄今为止所取得的成就都令人难以置信。五年前,很少有人会想到赫兹会为其汽车租赁车队一次性订购 10 万辆特斯拉,或者特斯拉会在一年内生产和销售 100 万辆汽车。</blockquote></p><p> He will continue to do incredible things. He has changed the world and the mindset of his competitors. None of that is in question. The future that his share price is discounting is the question we are asking today.</p><p><blockquote>他会继续做不可思议的事情。 他改变了世界和竞争对手的心态。这些都是不可能的。他的股价打折的未来是我们今天要问的问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/if-tesla-is-to-become-the-apple-of-car-makers-this-is-what-it-means-for-the-stock-price-and-the-business-11635513589?mod=home-page\">Market watch</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.marketwatch.com/story/if-tesla-is-to-become-the-apple-of-car-makers-this-is-what-it-means-for-the-stock-price-and-the-business-11635513589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179471352","content_text":"Fans and shareholders of Tesla are making stronger and louder arguments about the future of their favorite company. In them, they draw analogies to one of the most successful brands and businesses in the history of capitalism. They suggest that automaking may go the way of handset manufacturing and that – for TeslaTSLA,+3.43%– there is a strong resemblance to the AppleAAPL,-1.82%vs. Nokia/Blackberry/Ericsson/Motorola dynamic.\nFor those that don’t know, in the early 2000s it was unimaginable that these legacy mobile phone manufacturers could disappear. In 2006, Research in Motion (RIM), the company making BlackBerrys, lost a patent suit against NTP and a U.S. District Court judge slapped an injunction on sales. The Defense Department stepped in, claiming that a Blackberry injunction was a threat to national security. Meanwhile, industry leader Nokia held a 40% market share and by the end of 2007 sported a $230 billion market cap.\nBut something else happened in 2007.\nSteve Jobs introduced the iPhone.\nAnd that changed the game for Nokia, Blackberry and the entire industry, forever.\nCoincidentally, Jobs introduced that iPhone seven months after Tesla introduced the Roadster at the San Francisco International Auto Show. Fast forward to 2021, and the bulls are suggesting that Apple’s overwhelming success in handset manufacturing can be mirrored in automobile manufacturing by Elon Musk’s Tesla.\nFor this to happen, let’s first assume that within 15 years buyers will demand a broadly similar “form factor” for any vehicle. Today, there are 250 brands of cars sold to fit all appetites and budgets, and perhaps over 1,000 trims. Meanwhile, thanks to the iPhone, handset hardware has gone from a myriad of styles, sizes and forms to basically one.\nSimilarly, let’s imagine that the production and value of automobiles and light trucks will become less about the style or performance that is demanded and instead mostly about the software inside the vehicle.\nFinally (and this is a huge debate, but) let’s presuppose that Tesla will have better software – most importantly better autonomous driving capability – than any other vendor or manufacturer, whether in Silicon Valley, Detroit, Wolfsburg or elsewhere.\nIn other words, let’s assume that Tesla is going to become the Apple of automakers.\nTo do this, we need to ignore that Apple is not just a handset manufacturer. In the first three quarters this year, it reported over $150 billion of iPhone sales, which represented 55% of total sales. It also reported sales from the “Services” segment, which included sales from advertising, digital content, AppleCare and other lines. If we assume all that revenue was driven by the iPhone (even though not all was), then we get the iPhone representing about 65%-70% of Apple’s sales.\nThis implies Apple has a substantial business (about $110 billion this year) selling Macs, iPads, wearables and accessories too. So in our “Tesla is Apple” analogy, we need to assume that Tesla will make similar extensions into new products.\nWe also need to ignore that most of the profit for Apple in handsets comes from mobile advertising and app sales, much of which Apple reports in that services segment noted above. Again, to stay in our framework, we also need to believe that Tesla would generate something similar via its over-the-air updates or its own app store.\nMaking all these assumptions, then future margins in “automaking” – for at least one manufacturer – could theoretically start trending up toward the margins generated today by Apple.\nSo in terms of handset market share, people around the world are going to buy approximately 1.4 billion handsets this year, and the average selling price will be about $320. Apple has about 16% of the global market, and will sell about 225 million iPhones.\nJust guessing here, but if these iPhones are sold at an average price of $890, then the average price of all the other phones sold in the world needs to be about $125 for the math to make sense. And because Apple can sell its iPhone at such a huge premium and produce remarkable revenues from advertising and app store sales, it generates a whopping 24% earnings margin.\nIn comparison, VolkswagenVOW3,-0.49%VWAPY,-2.43%,which started operations in 1938, has worked its way up to a global market share of 12.0% and generates net income margins of 5.0%.\nToyota7203,+0.33%TM,+0.05%,which also started operations in 1938, also has a global market share of 12.0% and generates even better net income margins of approximately 7.0%.\nNokia, for what it is worth, generated 14% net margins before the iPhone changed the game. In other words, even before Apple showed up, handset manufacturing was over twice as profitable for market leaders as making cars.\nAnyway, folks around the world will buy about 75 million new cars this year, and at an average price of $30,000 (ballpark) this works out to over $2.2 trillion in sales. This is about five times larger than the handset market, which will come in at about $450 million. Toyota and Volkswagen are the largest – and best in class – scale automobile manufacturers in the world. Other groups, including FordF,+1.30%,Stellantis (FCA/Peugeot)STLA,-0.50%,DaimlerDAI,+2.25%,General MotorsGM,+0.35%,Honda7267,-0.53%HMC,-0.40%,BMWBMW,-0.11%and many others also have significant share.\nThis year, Tesla will sell about a million cars, representing a global market share of 1.3%.\nAnd dare I say that each of Tesla’s competitors will be loath to surrender more market share, thus the huge amount of R&D and capital spending they will devote to the upcoming transition to electric vehicles (EVs). On the CAPEX metric alone, we can see that these competitors will actually spend more next year than Tesla.\nA lot more.\nALBERT BRIDGE CAPITAL\nBut still, let’s assume all the legacy automakers fail to maintain share. Let’s also envision that most of the profits in the industry will eventually go to Tesla (as they have in handsets to Apple).\nAs a baseline, analysts anticipate that Tesla will generate over $50 billion in sales this year. Over 85% of these sales are related to its automotive business.\nIn 2035, if EVs represents 95% of all new cars sold, and Tesla has the same 16% market share as Apple does today (significantly eclipsing that of VW or Toyota), it will be producing 22 million cars and light trucks, and generating sales of over $1 trillion.\nThis year, analysts anticipate that Tesla will generate nearly $7 billion in adjusted net income (which will include approximately $1.2 billion in profits driven by regulatory credits).\nIf Tesla were able to generate the same 24% net earnings margin as Apple does today (remember VW is at 5% and Toyota at 7%), then it would produce about $250 billion of earnings in 2035.\nAs Tesla has grown from zero to one million cars, it has built production facilities in Freemont, Shanghai and soon Austin; battery-producing gigafactories in Nevada, Buffalo, Germany and Austin again; and other manufacturing and tooling facilities in Michigan, Ontario, Shanghai, two more in California and three more in Germany.\nTo finance this expansion, Tesla went from 35 million diluted shares in 2009 to 641 million in 2015 to over 1.1 billion today. Of course some of these went to key executives in the firm as compensation, but for the most part, this share issuance helped to finance the firm’s stunning growth to date.\nAnd if Tesla is going to build over 20 million units a year (up from about 1 million this year), this will require a lot more capital. But given its strong share price and internal cash flow generation, let’s assume that the rate of new share issuance at Tesla will slow dramatically, to just 1.5% new shares per year. At this rate, they would have “only” 1.4 billion shares in 2035.\nAnd in that year, on production of 22 million vehicles at an average selling price of $46,000 (again, our guess) and doing 24% net earnings margins, this $250 billion of earnings would work out to about $178 per share.\nGiven Tesla’s domination in this scenario where it maxes out its market share, the only negative is that it would no longer be a secular story, but one more exposed to the cyclical nature of automaking. So its huge amount of revenue and income would naturally be growing much more slowly by then. But, again for the sake of this exercise, let’s assume that Tesla will still find a way to continue to generate a consistent 10% EPS growth on that $250 billion number.\nAnd despite this slowing, let’s also assume that investors will want to pay a P/E ratio of over 20 for a now huge and cyclical business.\nOn a P/E of 22.5, that would work out to a market cap of $5.6 trillion, and a share price of $4,000.\nThese are big numbers. And despite what we hear from the more optimistic of the Tesla bulls, let’s also assume that today’s shareholders only hope to make 10% per year between now and 2035.\nIf we discount that $4,000 by 10% back to today, the shares are worth $1,050.\nThat is pretty close to where we are right now.\nSo all that above is what needs to happen for $1,050 to be a fair share price today.\nDoubters, admittedly like us, will suggest that the execution risk is tremendous, and these market shares (and particularly the margins) may be impossible.\nYet, despite the fact that we actually can’t ignore the differences between the mobile phone and automobile industries noted above, the believers – who may indeed be right – will literally need to see Apple-esque industry dynamics, market shares and earnings margins for this all to make sense.\nIt is also important to consider that for there to be even more upside in the shares from current levels, Tesla will actually have to exceed everything that Apple has accomplished.\nWhether a bull or a bear, there is no doubting that what Musk has achieved thus far has been nothing short of incredible. Five years ago, few would have thought it even possible that Hertz would order 100,000 Teslas in a single order for its car rental fleet, or that Tesla would produce and sell a million cars in a single year.\nHe will continue to do incredible things. He has changed the world and the mindset of his competitors. None of that is in question. The future that his share price is discounting is the question we are asking today.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824190683,"gmtCreate":1634286428430,"gmtModify":1634286428493,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/824190683","repostId":"1109812210","repostType":4,"repost":{"id":"1109812210","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":1634285655,"share":"https://www.laohunote.com/m/news/1109812210?lang=zh_CN&edition=full","pubTime":"2021-10-15 16:14","market":"us","language":"en","title":"TSMC stock surged more than 2% in premarket trading<blockquote>台积电股价在盘前交易中飙升超过2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109812210","media":"Tiger Newspress","summary":"TSMC stock surged more than 2% in premarket trading after Japan planning to subsidize TSMC plant.\n\nA","content":"<p>TSMC stock surged more than 2% in premarket trading after Japan planning to subsidize TSMC plant.</p><p><blockquote>日本计划补贴台积电工厂后,台积电股价在盘前交易中飙升超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/03cd3aebf76d4b7210ad0ef084d13e47\" tg-width=\"850\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As Japan looks to subsidize up to half the cost of Taiwan Semiconductor Manufacturing Co.'s new factory in the country, the government faces the challenge of striking the right balance between economic security and fair competition.</p><p><blockquote>由于日本希望为台积电在日本的新工厂提供高达一半的补贴,日本政府面临着在经济安全和公平竞争之间取得适当平衡的挑战。</blockquote></p><p> The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.</p><p><blockquote>这家世界领先的合同芯片制造商周四宣布,将在日本建造第一家工厂,以回应经济产业省多年来设立工厂的评级。</blockquote></p><p> The move is expected to strengthen Japan's domestic supply of chips, a key component in everything from smartphones to cars. But large-scale subsidies to TSMC -- part of a greater effort to shore up Japanese manufacturing -- could run afoul of World Trade Organization rules.</p><p><blockquote>此举预计将加强日本国内芯片的供应,芯片是从智能手机到汽车等各种产品的关键部件。但对台积电的大规模补贴——作为支撑日本制造业的更大努力的一部分——可能会违反世界贸易组织的规则。</blockquote></p><p> \"We expect our country's semiconductor industry to become more indispensable and self-reliant, making a major contribution to our economic security,\" Japanese Prime Minister Fumio Kishida told reporters Thursday night regarding TSMC's announcement. He said support for large private-sector investments, including TSMC's roughly 1 trillion yen ($8.81 billion) project in Japan, will be included in an upcoming economic stimulus package.</p><p><blockquote>日本首相岸田文雄周四晚间就台积电的公告对记者表示:“我们预计我国的半导体行业将变得更加不可或缺和自力更生,为我们的经济安全做出重大贡献。”他表示,对大型私营部门投资的支持,包括台积电在日本约 1 万亿日元(88.1 亿美元)的项目,将纳入即将出台的经济刺激计划。</blockquote></p><p> At the heart of this push is a planned framework to support manufacturers with strong production and technological capabilities that pose no security concerns. Participating companies will be required to prioritize Japanese shipments in exchange for a subsidy through the New Energy and Industrial Technology Development Organization, which they will need to repay should they exit Japan or otherwise fail to hold up their end of the bargain.</p><p><blockquote>这一推动的核心是一个计划中的框架,以支持具有强大生产和技术能力且不会造成安全问题的制造商。参与公司将被要求优先考虑日本发货,以换取通过新能源和工业技术开发组织获得补贴,如果他们退出日本或未能遵守协议,他们将需要偿还补贴。</blockquote></p><p> TSMC's planned factory in Kumamoto Prefecture is expected to become the first beneficiary of this framework. Kishida looks to include the subsidy in a supplementary budget to be compiled after the Oct. 31 lower house election and to craft needed legislation to officially launch the framework.</p><p><blockquote>台积电计划在熊本县的工厂有望成为这一框架的第一个受益者。岸田希望将补贴纳入10月31日下议院选举后编制的补充预算中,并制定必要的立法以正式启动该框架。</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>TSMC stock surged more than 2% in premarket trading<blockquote>台积电股价在盘前交易中飙升超过2%</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\">\nTSMC stock surged more than 2% in premarket trading<blockquote>台积电股价在盘前交易中飙升超过2%</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\">2021-10-15 16:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC stock surged more than 2% in premarket trading after Japan planning to subsidize TSMC plant.</p><p><blockquote>日本计划补贴台积电工厂后,台积电股价在盘前交易中飙升超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/03cd3aebf76d4b7210ad0ef084d13e47\" tg-width=\"850\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As Japan looks to subsidize up to half the cost of Taiwan Semiconductor Manufacturing Co.'s new factory in the country, the government faces the challenge of striking the right balance between economic security and fair competition.</p><p><blockquote>由于日本希望为台积电在日本的新工厂提供高达一半的补贴,日本政府面临着在经济安全和公平竞争之间取得适当平衡的挑战。</blockquote></p><p> The world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.</p><p><blockquote>这家世界领先的合同芯片制造商周四宣布,将在日本建造第一家工厂,以回应经济产业省多年来设立工厂的评级。</blockquote></p><p> The move is expected to strengthen Japan's domestic supply of chips, a key component in everything from smartphones to cars. But large-scale subsidies to TSMC -- part of a greater effort to shore up Japanese manufacturing -- could run afoul of World Trade Organization rules.</p><p><blockquote>此举预计将加强日本国内芯片的供应,芯片是从智能手机到汽车等各种产品的关键部件。但对台积电的大规模补贴——作为支撑日本制造业的更大努力的一部分——可能会违反世界贸易组织的规则。</blockquote></p><p> \"We expect our country's semiconductor industry to become more indispensable and self-reliant, making a major contribution to our economic security,\" Japanese Prime Minister Fumio Kishida told reporters Thursday night regarding TSMC's announcement. He said support for large private-sector investments, including TSMC's roughly 1 trillion yen ($8.81 billion) project in Japan, will be included in an upcoming economic stimulus package.</p><p><blockquote>日本首相岸田文雄周四晚间就台积电的公告对记者表示:“我们预计我国的半导体行业将变得更加不可或缺和自力更生,为我们的经济安全做出重大贡献。”他表示,对大型私营部门投资的支持,包括台积电在日本约 1 万亿日元(88.1 亿美元)的项目,将纳入即将出台的经济刺激计划。</blockquote></p><p> At the heart of this push is a planned framework to support manufacturers with strong production and technological capabilities that pose no security concerns. Participating companies will be required to prioritize Japanese shipments in exchange for a subsidy through the New Energy and Industrial Technology Development Organization, which they will need to repay should they exit Japan or otherwise fail to hold up their end of the bargain.</p><p><blockquote>这一推动的核心是一个计划中的框架,以支持具有强大生产和技术能力且不会造成安全问题的制造商。参与公司将被要求优先考虑日本发货,以换取通过新能源和工业技术开发组织获得补贴,如果他们退出日本或未能遵守协议,他们将需要偿还补贴。</blockquote></p><p> TSMC's planned factory in Kumamoto Prefecture is expected to become the first beneficiary of this framework. Kishida looks to include the subsidy in a supplementary budget to be compiled after the Oct. 31 lower house election and to craft needed legislation to officially launch the framework.</p><p><blockquote>台积电计划在熊本县的工厂有望成为这一框架的第一个受益者。岸田希望将补贴纳入10月31日下议院选举后编制的补充预算中,并制定必要的立法以正式启动该框架。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109812210","content_text":"TSMC stock surged more than 2% in premarket trading after Japan planning to subsidize TSMC plant.\n\nAs Japan looks to subsidize up to half the cost of Taiwan Semiconductor Manufacturing Co.'s new factory in the country, the government faces the challenge of striking the right balance between economic security and fair competition.\nThe world's leading contract chipmaker announced Thursday that it will build its first-ever Japanese plant, responding to years of calls by the Ministry of Economy, Trade and Industry to set up shop.\nThe move is expected to strengthen Japan's domestic supply of chips, a key component in everything from smartphones to cars. But large-scale subsidies to TSMC -- part of a greater effort to shore up Japanese manufacturing -- could run afoul of World Trade Organization rules.\n\"We expect our country's semiconductor industry to become more indispensable and self-reliant, making a major contribution to our economic security,\" Japanese Prime Minister Fumio Kishida told reporters Thursday night regarding TSMC's announcement. He said support for large private-sector investments, including TSMC's roughly 1 trillion yen ($8.81 billion) project in Japan, will be included in an upcoming economic stimulus package.\nAt the heart of this push is a planned framework to support manufacturers with strong production and technological capabilities that pose no security concerns. Participating companies will be required to prioritize Japanese shipments in exchange for a subsidy through the New Energy and Industrial Technology Development Organization, which they will need to repay should they exit Japan or otherwise fail to hold up their end of the bargain.\nTSMC's planned factory in Kumamoto Prefecture is expected to become the first beneficiary of this framework. Kishida looks to include the subsidy in a supplementary budget to be compiled after the Oct. 31 lower house election and to craft needed legislation to officially launch the framework.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896186653,"gmtCreate":1628561736372,"gmtModify":1633746141249,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/896186653","repostId":"1196813173","repostType":4,"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698710506,"gmtCreate":1640534432933,"gmtModify":1640534433150,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698710506","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872624553,"gmtCreate":1637510207260,"gmtModify":1637510207334,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872624553","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohunote.com/m/news/1156888846?lang=zh_CN&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一,该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么:当福特踩油门时……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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>Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划?</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\">\nWhy Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-21 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一,该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么:当福特踩油门时……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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":{"RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"RIVN":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876801889,"gmtCreate":1637287259442,"gmtModify":1637287259518,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/876801889","repostId":"1185082595","repostType":4,"repost":{"id":"1185082595","kind":"news","pubTimestamp":1637276340,"share":"https://www.laohunote.com/m/news/1185082595?lang=zh_CN&edition=full","pubTime":"2021-11-19 06:59","market":"us","language":"en","title":"S&P 500, Nasdaq hit record closing highs<blockquote>纳斯达克标普500创下收盘新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185082595","media":"Reuters","summary":"(Reuters) - The S&P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corpo","content":"<p>(Reuters) - The S&P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corporate earnings news from companies including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, while Turkey's lira weakened further after its central bank cut rates.</p><p><blockquote>(路透社) - 标普500和纳斯达克周四创下收盘新高,受以下公司乐观的企业盈利消息提振,包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>而土耳其央行降息后里拉进一步走弱。</blockquote></p><p> MSCI's gauge of stocks across the globe was flat, and the Dow Jones industrial average ended lower.Nvidia's stock jumped and was among the biggest supports for the S&P 500 and Nasdaq after it beat quarterly estimates and forecast strong fourth-quarter revenue. Macy's(M.N)shares shot up 21.2% after it raised its earnings outlook.</p><p><blockquote>摩根士丹利资本国际 (MSCI) 对全球股市的衡量标准持平,道琼斯工业平均指数收低。英伟达 (Nvidia) 的股价上涨,成为标普500和纳斯达克的最大支撑之一,此前该公司超出了季度预期并预测第四季度收入强劲。梅西百货 (M.N.) 上调盈利预期后股价飙升 21.2%。</blockquote></p><p> On the flip side, <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems</a> shares fell 5.5%, a day after it forecast current-quarter revenue below expectations due to supply chain shortages and delays. It was the latest in a growing list of U.S. companies citing supply chain problems.</p><p><blockquote>另一方面,<a href=\"https://laohu8.com/S/CSCO\">思科系统</a>由于供应链短缺和延误,该公司预测本季度收入低于预期,一天后,该公司股价下跌 5.5%。这是越来越多引用供应链问题的美国公司中的最新一家。</blockquote></p><p> Investors have been concerned over further increases in price pressures. Retail giant <a href=\"https://laohu8.com/S/TGT\">Target</a> warned of higher costs earlier this week.</p><p><blockquote>投资者一直担心价格压力进一步加大。零售巨头<a href=\"https://laohu8.com/S/TGT\">目标</a>本周早些时候警告称成本上升。</blockquote></p><p> New York Federal Reserve Bank President John Williams said Thursday that inflation is becoming more broad-based and that expectations for future price increases are rising.</p><p><blockquote>纽约联邦储备银行行长约翰·威廉姆斯周四表示,通胀正变得更加广泛,对未来物价上涨的预期正在上升。</blockquote></p><p> The Dow Jones Industrial Average(.DJI) fell 60.1 points, or 0.17%, to 35,870.95, the S&P 500(.SPX)gained 15.87 points, or 0.34%, to 4,704.54 and the Nasdaq Composite(.IXIC) added 72.14 points, or 0.45%, to 15,993.71.</p><p><blockquote>道琼斯工业平均指数 (.DJI) 下跌 60.1 点,或 0.17%,至 35,870.95 点;标普500指数 (.SPX) 上涨 15.87 点,或 0.34%,至 4,704.54 点;纳斯达克综合指数 (.IXIC) 上涨 72.14 点,或 0.45%,至 15,993.71。</blockquote></p><p> The pan-European STOXX 600 index(.STOXX)lost 0.46% and MSCI's gauge of stocks across the globe(.MIWD00000PUS)gained 0.03%.</p><p><blockquote>泛欧斯托克 600 指数 (.STOXX) 下跌 0.46%,摩根士丹利资本国际 (.MIWD00000PUS) 上涨 0.03%。</blockquote></p><p> Turkey's lira shed another 2.83% after its central bank cut rates by 100 basis points to 15%, even in the face of inflation near 20%, sending the Turkish currency hurtling southward.</p><p><blockquote>土耳其央行将利率下调 100 个基点至 15%,尽管通胀率接近 20%,土耳其里拉仍下跌 2.83%,导致土耳其货币大幅下跌。</blockquote></p><p> \"The lira remains a punching bag, and further weakness has no end in sight,\" said Edward Moya, senior market analyst at Oanda.</p><p><blockquote>Oanda 高级市场分析师爱德华·莫亚 (Edward Moya) 表示:“里拉仍然是一个出气筒,进一步疲软看不到尽头。”</blockquote></p><p> The lira has lost around 11.5% of its value this month amid President Tayyip Erdogan's renewed criticism of interest rates and calls for stimulus despite the risks. It was last at 10.909, having earlier hit a record low of 11.30 per dollar.</p><p><blockquote>尽管存在风险,塔伊普·埃尔多安总统再次批评利率和刺激评级,里拉本月已贬值约 11.5%。最新价格为 10.909,早些时候曾触及 1 美元兑换 11.30 美元的历史低点。</blockquote></p><p> The dollar edged back from a 16-month high as traders weighed whether the U.S. currency's recent surge had gone too far.</p><p><blockquote>由于交易员权衡美元最近的飙升是否走得太远,美元从 16 个月高点小幅回落。</blockquote></p><p> The dollar index , which measures the currency against a basket of six rivals, was last down 0.3%.</p><p><blockquote>衡量美元兑一篮子六种竞争对手货币的美元指数最新下跌 0.3%。</blockquote></p><p> In the U.S. Treasury market, yields fell after the relative success of a 20-year bond auction on Wednesday reduced fears about further rapid yield increases.</p><p><blockquote>在美国国债市场,周三 20 年期债券拍卖相对成功,缓解了人们对收益率进一步快速上升的担忧,收益率下跌。</blockquote></p><p> Benchmark 10-year notes were last at 1.587%. They have jumped from a low of 1.415% last week and are holding below five-month highs of 1.705% reached on Oct. 21.</p><p><blockquote>基准 10 年期国债最新利率为 1.587%。它们已从上周 1.415% 的低点反弹,目前仍低于 10 月 21 日触及的 1.705% 的五个月高点。</blockquote></p><p> Oil prices rose slightly after dropping to six-week lows.</p><p><blockquote>油价在跌至六周低点后小幅上涨。</blockquote></p><p> Brent crude settled up 96 cents, or 1.2%, at $81.24 a barrel, while U.S. West Texas Intermediate crude futures closed 65 cents, or 0.8%, higher at $79.01.</p><p><blockquote>布伦特原油收盘上涨 96 美分,涨幅 1.2%,至每桶 81.24 美元;美国西德克萨斯中质原油期货收盘上涨 65 美分,涨幅 0.8%,至每桶 79.01 美元。</blockquote></p><p> U.S. gold futures settled down 0.5% at $1,861.4.</p><p><blockquote>美国黄金期货下跌 0.5%,至 1,861.4 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>S&P 500, Nasdaq hit record closing highs<blockquote>纳斯达克标普500创下收盘新高</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\">\nS&P 500, Nasdaq hit record closing highs<blockquote>纳斯达克标普500创下收盘新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-19 06:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corporate earnings news from companies including <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, while Turkey's lira weakened further after its central bank cut rates.</p><p><blockquote>(路透社) - 标普500和纳斯达克周四创下收盘新高,受以下公司乐观的企业盈利消息提振,包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>而土耳其央行降息后里拉进一步走弱。</blockquote></p><p> MSCI's gauge of stocks across the globe was flat, and the Dow Jones industrial average ended lower.Nvidia's stock jumped and was among the biggest supports for the S&P 500 and Nasdaq after it beat quarterly estimates and forecast strong fourth-quarter revenue. Macy's(M.N)shares shot up 21.2% after it raised its earnings outlook.</p><p><blockquote>摩根士丹利资本国际 (MSCI) 对全球股市的衡量标准持平,道琼斯工业平均指数收低。英伟达 (Nvidia) 的股价上涨,成为标普500和纳斯达克的最大支撑之一,此前该公司超出了季度预期并预测第四季度收入强劲。梅西百货 (M.N.) 上调盈利预期后股价飙升 21.2%。</blockquote></p><p> On the flip side, <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems</a> shares fell 5.5%, a day after it forecast current-quarter revenue below expectations due to supply chain shortages and delays. It was the latest in a growing list of U.S. companies citing supply chain problems.</p><p><blockquote>另一方面,<a href=\"https://laohu8.com/S/CSCO\">思科系统</a>由于供应链短缺和延误,该公司预测本季度收入低于预期,一天后,该公司股价下跌 5.5%。这是越来越多引用供应链问题的美国公司中的最新一家。</blockquote></p><p> Investors have been concerned over further increases in price pressures. Retail giant <a href=\"https://laohu8.com/S/TGT\">Target</a> warned of higher costs earlier this week.</p><p><blockquote>投资者一直担心价格压力进一步加大。零售巨头<a href=\"https://laohu8.com/S/TGT\">目标</a>本周早些时候警告称成本上升。</blockquote></p><p> New York Federal Reserve Bank President John Williams said Thursday that inflation is becoming more broad-based and that expectations for future price increases are rising.</p><p><blockquote>纽约联邦储备银行行长约翰·威廉姆斯周四表示,通胀正变得更加广泛,对未来物价上涨的预期正在上升。</blockquote></p><p> The Dow Jones Industrial Average(.DJI) fell 60.1 points, or 0.17%, to 35,870.95, the S&P 500(.SPX)gained 15.87 points, or 0.34%, to 4,704.54 and the Nasdaq Composite(.IXIC) added 72.14 points, or 0.45%, to 15,993.71.</p><p><blockquote>道琼斯工业平均指数 (.DJI) 下跌 60.1 点,或 0.17%,至 35,870.95 点;标普500指数 (.SPX) 上涨 15.87 点,或 0.34%,至 4,704.54 点;纳斯达克综合指数 (.IXIC) 上涨 72.14 点,或 0.45%,至 15,993.71。</blockquote></p><p> The pan-European STOXX 600 index(.STOXX)lost 0.46% and MSCI's gauge of stocks across the globe(.MIWD00000PUS)gained 0.03%.</p><p><blockquote>泛欧斯托克 600 指数 (.STOXX) 下跌 0.46%,摩根士丹利资本国际 (.MIWD00000PUS) 上涨 0.03%。</blockquote></p><p> Turkey's lira shed another 2.83% after its central bank cut rates by 100 basis points to 15%, even in the face of inflation near 20%, sending the Turkish currency hurtling southward.</p><p><blockquote>土耳其央行将利率下调 100 个基点至 15%,尽管通胀率接近 20%,土耳其里拉仍下跌 2.83%,导致土耳其货币大幅下跌。</blockquote></p><p> \"The lira remains a punching bag, and further weakness has no end in sight,\" said Edward Moya, senior market analyst at Oanda.</p><p><blockquote>Oanda 高级市场分析师爱德华·莫亚 (Edward Moya) 表示:“里拉仍然是一个出气筒,进一步疲软看不到尽头。”</blockquote></p><p> The lira has lost around 11.5% of its value this month amid President Tayyip Erdogan's renewed criticism of interest rates and calls for stimulus despite the risks. It was last at 10.909, having earlier hit a record low of 11.30 per dollar.</p><p><blockquote>尽管存在风险,塔伊普·埃尔多安总统再次批评利率和刺激评级,里拉本月已贬值约 11.5%。最新价格为 10.909,早些时候曾触及 1 美元兑换 11.30 美元的历史低点。</blockquote></p><p> The dollar edged back from a 16-month high as traders weighed whether the U.S. currency's recent surge had gone too far.</p><p><blockquote>由于交易员权衡美元最近的飙升是否走得太远,美元从 16 个月高点小幅回落。</blockquote></p><p> The dollar index , which measures the currency against a basket of six rivals, was last down 0.3%.</p><p><blockquote>衡量美元兑一篮子六种竞争对手货币的美元指数最新下跌 0.3%。</blockquote></p><p> In the U.S. Treasury market, yields fell after the relative success of a 20-year bond auction on Wednesday reduced fears about further rapid yield increases.</p><p><blockquote>在美国国债市场,周三 20 年期债券拍卖相对成功,缓解了人们对收益率进一步快速上升的担忧,收益率下跌。</blockquote></p><p> Benchmark 10-year notes were last at 1.587%. They have jumped from a low of 1.415% last week and are holding below five-month highs of 1.705% reached on Oct. 21.</p><p><blockquote>基准 10 年期国债最新利率为 1.587%。它们已从上周 1.415% 的低点反弹,目前仍低于 10 月 21 日触及的 1.705% 的五个月高点。</blockquote></p><p> Oil prices rose slightly after dropping to six-week lows.</p><p><blockquote>油价在跌至六周低点后小幅上涨。</blockquote></p><p> Brent crude settled up 96 cents, or 1.2%, at $81.24 a barrel, while U.S. West Texas Intermediate crude futures closed 65 cents, or 0.8%, higher at $79.01.</p><p><blockquote>布伦特原油收盘上涨 96 美分,涨幅 1.2%,至每桶 81.24 美元;美国西德克萨斯中质原油期货收盘上涨 65 美分,涨幅 0.8%,至每桶 79.01 美元。</blockquote></p><p> U.S. gold futures settled down 0.5% at $1,861.4.</p><p><blockquote>美国黄金期货下跌 0.5%,至 1,861.4 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/markets/us/global-markets-wrapup-6-graphics-2021-11-18/\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/markets/us/global-markets-wrapup-6-graphics-2021-11-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185082595","content_text":"(Reuters) - The S&P 500 and Nasdaq notched record closing highs on Thursday, boosted by upbeat corporate earnings news from companies including Nvidia, while Turkey's lira weakened further after its central bank cut rates.\nMSCI's gauge of stocks across the globe was flat, and the Dow Jones industrial average ended lower.Nvidia's stock jumped and was among the biggest supports for the S&P 500 and Nasdaq after it beat quarterly estimates and forecast strong fourth-quarter revenue. Macy's(M.N)shares shot up 21.2% after it raised its earnings outlook.\nOn the flip side, Cisco Systems shares fell 5.5%, a day after it forecast current-quarter revenue below expectations due to supply chain shortages and delays. It was the latest in a growing list of U.S. companies citing supply chain problems.\nInvestors have been concerned over further increases in price pressures. Retail giant Target warned of higher costs earlier this week.\nNew York Federal Reserve Bank President John Williams said Thursday that inflation is becoming more broad-based and that expectations for future price increases are rising.\nThe Dow Jones Industrial Average(.DJI) fell 60.1 points, or 0.17%, to 35,870.95, the S&P 500(.SPX)gained 15.87 points, or 0.34%, to 4,704.54 and the Nasdaq Composite(.IXIC) added 72.14 points, or 0.45%, to 15,993.71.\nThe pan-European STOXX 600 index(.STOXX)lost 0.46% and MSCI's gauge of stocks across the globe(.MIWD00000PUS)gained 0.03%.\nTurkey's lira shed another 2.83% after its central bank cut rates by 100 basis points to 15%, even in the face of inflation near 20%, sending the Turkish currency hurtling southward.\n\"The lira remains a punching bag, and further weakness has no end in sight,\" said Edward Moya, senior market analyst at Oanda.\nThe lira has lost around 11.5% of its value this month amid President Tayyip Erdogan's renewed criticism of interest rates and calls for stimulus despite the risks. It was last at 10.909, having earlier hit a record low of 11.30 per dollar.\nThe dollar edged back from a 16-month high as traders weighed whether the U.S. currency's recent surge had gone too far.\nThe dollar index , which measures the currency against a basket of six rivals, was last down 0.3%.\nIn the U.S. Treasury market, yields fell after the relative success of a 20-year bond auction on Wednesday reduced fears about further rapid yield increases.\nBenchmark 10-year notes were last at 1.587%. They have jumped from a low of 1.415% last week and are holding below five-month highs of 1.705% reached on Oct. 21.\nOil prices rose slightly after dropping to six-week lows.\nBrent crude settled up 96 cents, or 1.2%, at $81.24 a barrel, while U.S. West Texas Intermediate crude futures closed 65 cents, or 0.8%, higher at $79.01.\nU.S. gold futures settled down 0.5% at $1,861.4.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606697538,"gmtCreate":1638868673834,"gmtModify":1638868673977,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606697538","repostId":"1199155068","repostType":4,"repost":{"id":"1199155068","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":1638868463,"share":"https://www.laohunote.com/m/news/1199155068?lang=zh_CN&edition=full","pubTime":"2021-12-07 17:14","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199155068","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and","content":"<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Canoo climbed between 2% and 7%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Nikola和Canoo上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0fa064fcbb959dd5fc51dcf6439bd71b\" tg-width=\"408\" tg-height=\"547\" 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>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</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\">2021-12-07 17:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Canoo climbed between 2% and 7%.</p><p><blockquote>电动汽车股在盘前交易中上涨。特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Nikola和Canoo上涨2%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0fa064fcbb959dd5fc51dcf6439bd71b\" tg-width=\"408\" tg-height=\"547\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克","XPEV":"小鹏集团","TSLA":"特斯拉","LCID":"Lucid Group Inc","LI":"理想汽车","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199155068","content_text":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Nikola and Canoo climbed between 2% and 7%.","news_type":1,"symbols_score_info":{"GOEV":0.9,"RIVN":0.9,"LCID":0.9,"NIO":0.9,"XPEV":0.9,"NKLA":0.9,"TSLA":0.9,"LI":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608465910,"gmtCreate":1638780766461,"gmtModify":1638781129953,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608465910","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</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\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">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":{"CVS":"西维斯健康","COST":"好市多","GME":"游戏驿站","TOL":"托尔兄弟","BK4088":"住宅建筑"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"GME":0.9,"COST":0.9,"CVS":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871778451,"gmtCreate":1637117466218,"gmtModify":1637117898915,"author":{"id":"4087606671753930","authorId":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087606671753930","authorIdStr":"4087606671753930"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/871778451","repostId":"2184884068","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}