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2021-12-18

When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?

2021-08-11

666

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2021-11-12

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2021-08-22

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2021-12-04

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2021-10-27

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2021-09-06

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GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>

2021-08-22

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2021-07-30

666

Why Cleveland-Cliffs Stock Popped Today<blockquote>为什么克利夫兰克利夫斯股票今天上涨</blockquote>

2021-07-28

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我个人认为，几家对指数举足轻重的万亿企业基本面没有大问题，美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰，预计首次加息将发生在3月，紧接着年中将缩表。美债收益率接近2%，直接对风险资产造成负向影响。不可否认，宏观利率影响会阶段性造成美股混乱，但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后，标普500指数的12月动态估值已经回归到20倍左右，属于基本合理偏高一点的水平，随着企业业绩落地，盈利贡献会再次驱动估值，并非放水带来的虚高。 短期而言，越是临近3月FOMC议息会议，市场可能还是会非常波动，我就标普指数做了复盘和推演，标普早前跌破年线，最低到4222，在这个位置盘整了5天，我会认为这个支撑还是很牢靠的，5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线，周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上，或者就在年线附近震荡。但是加息前，单边多头或者小幅波动不太现实，宽幅震荡更可能。前期跌了这么多，会不会去4200的附近走另一条腿？还挺有可能的，但市场是走出来的，我不是技术专家，不要听我的。比较有意思的是，罗素2000这这个小盘股指数早前跌破了牛熊线，但从图上看根本没有看到支撑，最近大家一定要多观察罗素2000，因为先跌的往往都是它的成分股，悲观的说，他要继续到175一线才能找到一个支撑。虽然是虎年，市场确是猴市，上蹿下跳的，我1月底","text":"虎友们新年好，虎年大吉，给大家拜年啦！😬 这一周大盘的波动比春晚还精彩，亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过，说明市场争议太大了，这种市场多空都有钱赚，但是小散很容易被埋。 万幸，在大财报的拯救下，三大指数周线级别收了两根阳线，但还并未收复失地，也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪，由于特斯拉的波动也导致我们这两周账户波动剧烈，跟去年三月有点像。 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短期而言，越是临近3月FOMC议息会议，市场可能还是会非常波动，我就标普指数做了复盘和推演，标普早前跌破年线，最低到4222，在这个位置盘整了5天，我会认为这个支撑还是很牢靠的，5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线，周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上，或者就在年线附近震荡。但是加息前，单边多头或者小幅波动不太现实，宽幅震荡更可能。前期跌了这么多，会不会去4200的附近走另一条腿？还挺有可能的，但市场是走出来的，我不是技术专家，不要听我的。比较有意思的是，罗素2000这这个小盘股指数早前跌破了牛熊线，但从图上看根本没有看到支撑，最近大家一定要多观察罗素2000，因为先跌的往往都是它的成分股，悲观的说，他要继续到175一线才能找到一个支撑。虽然是虎年，市场确是猴市，上蹿下跳的，我1月底","images":[{"img":"https://static.tigerbbs.com/c24e9aefd68e3dc0c65797a36f195f3d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d3527ad2dca49d0f77f05fdbd7bea414","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a22f11d54a7115579d36dc68b07cd79d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633260016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633446904,"gmtCreate":1644300099260,"gmtModify":1644300099371,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","listText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","text":"//@Ron71: Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446904","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20703384576125","idStr":"20703384576125"},"themes":[],"title":"大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？","htmlText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633284611,"gmtCreate":1644131149588,"gmtModify":1644131149656,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/633284611","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20703384576125","idStr":"20703384576125"},"themes":[],"title":"大型科技股财报总览，FAAMG+TSLA业绩告诉我们什么？","htmlText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了，奈飞彻底跌出了“大型”，市值不足2000亿美元，美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB，改名需谨慎。特斯拉虽然财报后大跌10%，但客观说财报很好很好。亚马逊虽然财报后暴涨18%，但客观说，财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针，所有数字统统超过预期，营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元，同比增长11%，创有史以来最高的单季收入，主要是来自核心产品iPhone的收入716亿美元，同比增9%，力克供应链短缺。iPhone13几乎是苹果最成功的产品之一，据报道，截止2021年底iPhone13/Pro销量超过了4000万部，创历史记录，同时，iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%，可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元，同比增长20%，每股收益（EPS）2.1美元，同比增长25%，利润增速超过了收入的增速，这主要得益于服务部门季度创收195亿美元，同比增长24%，强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元，宣布现金派息0.22美元/每股。过去终归是过去，支撑苹果跳涨的还是对于2022年的展望，厨子认为供应链问题会在2022年得到缓解，iPad受到芯片供应影响业绩下滑在预期中，但压力已经释放，2022年第二季度后将会得到缓解，毛利率水平会维持在42.5%-43.5%之间，几乎是历史最好的状态。 MSFT 巨头中最稳的公司，一个双beat的财报却带来超过10%的振幅，盘后先跌6%，到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%，我是不认可的，到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633191227,"gmtCreate":1643821465045,"gmtModify":1643821465045,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633191227","repostId":"2208350702","repostType":4,"isVote":1,"tweetType":1,"viewCount":3865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639794614,"gmtCreate":1643430335512,"gmtModify":1643430335578,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"Happy Chinese New Year&nbsp;","listText":"Happy Chinese New Year&nbsp;","text":"Happy Chinese New Year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639794614","isVote":1,"tweetType":1,"viewCount":3424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699295129,"gmtCreate":1639803491180,"gmtModify":1639803491290,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","listText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","text":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699295129","isVote":1,"tweetType":1,"viewCount":4348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604845241,"gmtCreate":1639376411521,"gmtModify":1639376411624,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604845241","repostId":"1165968219","repostType":4,"isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934244,"gmtCreate":1638592857502,"gmtModify":1638592857502,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934244","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohu8.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：阴云密布的判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</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 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</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 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：阴云密布的判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">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":{"UPST":"Upstart Holdings, Inc.","ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"UPST":0.9,"MNDY":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":3250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934375,"gmtCreate":1638592750598,"gmtModify":1638592750598,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934375","repostId":"1192973257","repostType":4,"repost":{"id":"1192973257","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638542620,"share":"https://www.laohu8.com/m/news/1192973257?lang=zh_CN&edition=full","pubTime":"2021-12-03 22:43","market":"us","language":"en","title":"Alibaba shares fell nearly 9%, hitting a 52 week low<blockquote>阿里巴巴-SW股价跌近9%创52周新低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192973257","media":"老虎资讯综合","summary":"Alibaba shares fell nearly 9%&nbsp;in morning trading, hitting a 52 week low.","content":"<p>Alibaba shares fell nearly 9%&nbsp;in morning trading, hitting a 52 week low.</p><p><blockquote>阿里巴巴-SW股价早盘下跌近9%，创52周新低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Alibaba shares fell nearly 9%, hitting a 52 week low<blockquote>阿里巴巴-SW股价跌近9%创52周新低</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-12-03 22:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba shares fell nearly 9%&nbsp;in morning trading, hitting a 52 week low.</p><p><blockquote>阿里巴巴-SW股价早盘下跌近9%，创52周新低。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192973257","content_text":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608935857,"gmtCreate":1638592660874,"gmtModify":1638592660874,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608935857","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":2816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253871,"gmtCreate":1637323414161,"gmtModify":1637323414250,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253871","repostId":"1153113708","repostType":4,"repost":{"id":"1153113708","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":1637321367,"share":"https://www.laohu8.com/m/news/1153113708?lang=zh_CN&edition=full","pubTime":"2021-11-19 19:29","market":"us","language":"en","title":"Plug Power shares jumped nearly 5% in premarket trading<blockquote>普拉格能源股价在盘前交易中上涨近5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153113708","media":"Tiger Newspress","summary":"Plug Power shares jumped nearly 5% in premarket trading as wanted to break ground in Slingerlands by","content":"<p>Plug Power shares jumped nearly 5% in premarket trading&nbsp;as&nbsp;wanted to break ground in Slingerlands by February.</p><p><blockquote>普拉格能源股价在盘前交易中上涨近5%，希望在2月份之前在斯林格兰破土动工。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4a88d291903a8c92722031d3d8ea1e12\" tg-width=\"848\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Plug Power has a \"really aggressive\" construction timeline for its new fuel cell manufacturing complex planned for the Vista Technology Campus in Slingerlands that would employ nearly 700 people.</p><p><blockquote>普拉格能源为其新的燃料电池制造综合体制定了“非常积极”的建设时间表，计划在斯林格兰的Vista技术园区建设，该园区将雇用近700名员工。</blockquote></p><p> Representatives of Columbia Development, the Albany real estate development firm that created Vista and still owns 214 acres at the business park, told the Bethlehem Planning Board on Tuesday that the goal is to break ground on a 200,000-square-foot building that will house a fuel cell assembly plant by February.</p><p><blockquote>奥尔巴尼房地产开发公司Columbia Development的代表周二告诉伯利恒规划局，目标是在2月份之前破土动工建造一座20万平方英尺的建筑，该公司创建了Vista，目前仍在商业园拥有214英亩的土地。</blockquote></p><p> Completion of the first building - Plug Power is planning to add another 100,000-square-foot testing facility and 50,000 square feet of office space for staff later - is expected by the end of July.</p><p><blockquote>第一栋大楼预计将于7月底竣工——普拉格能源计划再增加100,000平方英尺的测试设施和50,000平方英尺的员工办公空间。</blockquote></p><p> \"It's even more exciting that such a clean technology firm that originated here in the Capital Region is going to be here at the Vista Tech Campus, which is exactly what was envisioned many, many years ago now back in 2007,\" Terresa Bakner, an attorney representing Columbia Development told the Planning Board Tuesday.</p><p><blockquote>“更令人兴奋的是，这样一家起源于首都地区的清洁技术公司将落户Vista科技园，这正是很多很多年前（现在是2007年）的设想，”Terresa Bakner说。哥伦比亚发展公司的代表律师周二告诉规划委员会。</blockquote></p><p> Columbia Development recently filed site plan documents with the town of Bethlehem for the project, which would be built behind a roundabout at the Vista tech park located behind the ShopRite supermarket. The building would be the first \"technology\" firm to locate at the park, which opened more than a decade ago with plans to attract technology manufacturing. Currently there are only retail businesses and doctors offices at the park.</p><p><blockquote>哥伦比亚发展公司最近向伯利恒镇提交了该项目的场地规划文件，该项目将建在ShopRite超市后面的Vista科技园的一个环形交叉路口后面。该建筑将是第一家落户该园区的“科技”公司，该园区于十多年前开业，计划吸引科技制造业。目前公园里只有零售企业和医生办公室。</blockquote></p><p> Plug Power makes fuel cells branded under the GenDrive name that run on hydrogen and are currently used by companies like Walmart and Amazon for forklift trucks used in their warehouses.</p><p><blockquote>普拉格能源生产的燃料电池名为GenDrive，以氢为燃料，目前沃尔玛和亚马逊等公司将其用于仓库中使用的叉车。</blockquote></p><p> However, the company has set its sights on expanding into other markets for road vehicles like delivery trucks and even airplanes and has been building its own hydrogen production plants that make so-called green hydrogen made from water using renewable energy sources.</p><p><blockquote>然而，该公司已将目光投向扩展到送货卡车甚至飞机等道路车辆的其他市场，并一直在建设自己的制氢工厂，利用可再生能源从水中生产所谓的绿色氢。</blockquote></p><p> The Slingerlands complex, which would make GenDrive fuel cells, would employ 670 people, about 360 of whom would relocate from the company's current headquarters and GenDrive assembly plant on Albany Shaker Road in Latham.</p><p><blockquote>Slingerlands工厂将生产GenDrive燃料电池，将雇用670名员工，其中约360人将从公司目前的总部和位于莱瑟姆奥尔巴尼沙克尔路的GenDrive装配厂搬迁。</blockquote></p><p> While Plug's headquarters would not move from Latham, moving its GenDrive manufacturing to Slingerlands would allow Plug Power to expand its GenDrive manufacturing capacity, which is constrained by the current Latham location. The move would also allow Plug Power to use the freed-up space in Latham for another one of its business units.</p><p><blockquote>虽然Plug的总部不会从莱瑟姆搬迁，但将其GenDrive制造转移到Slingerlands将使普拉格能源能够扩大其GenDrive制造能力，而该能力受到目前莱瑟姆工厂的限制。此举还将使普拉格能源能够将莱瑟姆腾出的空间用于其另一个业务部门。</blockquote></p><p> \"They're operating at 100 percent of their (manufacturing) capacity in Latham,\" Brandon Stabler, a Columbia Development executive who spoke at the virtual meeting said of Plug Power. \"Our hope is that we can break ground in the middle of February of 2022.\"</p><p><blockquote>“他们在莱瑟姆以100%的（制造）能力运营，”在虚拟会议上发言的哥伦比亚开发公司高管Brandon Stabler谈到普拉格能源时说道。“我们希望能够在2022年2月中旬破土动工。”</blockquote></p><p> Columbia Development wants to complete the first building by the end of July and finish the two other buildings, all of which will be connected, by the end of 2022.</p><p><blockquote>哥伦比亚发展公司希望在7月底前完成第一栋建筑，并在2022年底前完成另外两栋建筑，所有这些建筑都将连接起来。</blockquote></p><p> A Bethlehem Planning Board member called the project timeline \"really aggressive.\"</p><p><blockquote>伯利恒规划委员会的一名成员称该项目的时间表“非常激进”。</blockquote></p><p> In addition to making fuel cells, Plug Power is building new facilities across the country and abroad to make green hydrogen.</p><p><blockquote>除了制造燃料电池，普拉格能源还在国内外建设新的设施来制造绿色氢。</blockquote></p><p> The Slingerlands complex will have 600 parking spaces for employees who will work in shifts and 26 loading docks for delivery trucks.</p><p><blockquote>Slingerlands综合大楼将为轮班工作的员工提供600个停车位，并为送货卡车提供26个装卸码头。</blockquote></p><p> Plug Power is one of the leading fuel cell companies in the U.S. and is the biggest consumer of hydrogen in North America. Although the company has yet to turn a profit as its spends money on its expansion, it has $3 billion in cash to spend and is projecting nearly $1 billion in revenue by next year.</p><p><blockquote>普拉格能源是美国领先的燃料电池公司之一，也是北美最大的氢气消费国。尽管该公司尚未扭亏为盈，因为它在扩张上投入了资金，但它有30亿美元的现金可供使用，预计明年的收入将接近10亿美元。</blockquote></p><p> Hydrogen-powered fuel cells are an extremely popular type of power source for vehicles as the world seeks to reduce the use of fossil fuels in vehicles, which release greenhouse gases known to cause climate change.</p><p><blockquote>氢动力燃料电池是一种非常受欢迎的车辆动力源，因为世界正在寻求减少车辆中化石燃料的使用，化石燃料会释放出已知会导致气候变化的温室气体。</blockquote></p><p> Plug Power shipped 4,559 GenDrive fuel cells to customers during the third quarter of 2021.</p><p><blockquote>普拉格能源在2021年第三季度向客户运送了4,559个GenDrive燃料电池。</blockquote></p><p> Hydrogen fuel cells only emit water vapor and hot air, making them an ideal replacement for engines that run on oil or gas. The biggest hurdle is the lack hydrogen infrastructure, which is why Plug Power has also focused on building green hydrogen plants that make hydrogen from water.</p><p><blockquote>氢燃料电池仅排放水蒸气和热空气，使其成为使用石油或天然气运行的发动机的理想替代品。最大的障碍是缺乏氢基础设施，这就是为什么普拉格能源也专注于建设从水中制造氢的绿色氢工厂。</blockquote></p><p> Today, most hydrogen is made from methane, a fossil fuel. Plug Power's hydrogen plants will also use renewable energy, ensuring that its hydrogen fuel is 100 percent renewable.</p><p><blockquote>如今，大多数氢气是由甲烷（一种化石燃料）制成的。普拉格能源的氢工厂也将使用可再生能源，确保其氢燃料100%可再生。</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>Plug Power shares jumped nearly 5% in premarket trading<blockquote>普拉格能源股价在盘前交易中上涨近5%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPlug Power shares jumped nearly 5% in premarket trading<blockquote>普拉格能源股价在盘前交易中上涨近5%</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\">2021-11-19 19:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Plug Power shares jumped nearly 5% in premarket trading&nbsp;as&nbsp;wanted to break ground in Slingerlands by February.</p><p><blockquote>普拉格能源股价在盘前交易中上涨近5%，希望在2月份之前在斯林格兰破土动工。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4a88d291903a8c92722031d3d8ea1e12\" tg-width=\"848\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Plug Power has a \"really aggressive\" construction timeline for its new fuel cell manufacturing complex planned for the Vista Technology Campus in Slingerlands that would employ nearly 700 people.</p><p><blockquote>普拉格能源为其新的燃料电池制造综合体制定了“非常积极”的建设时间表，计划在斯林格兰的Vista技术园区建设，该园区将雇用近700名员工。</blockquote></p><p> Representatives of Columbia Development, the Albany real estate development firm that created Vista and still owns 214 acres at the business park, told the Bethlehem Planning Board on Tuesday that the goal is to break ground on a 200,000-square-foot building that will house a fuel cell assembly plant by February.</p><p><blockquote>奥尔巴尼房地产开发公司Columbia Development的代表周二告诉伯利恒规划局，目标是在2月份之前破土动工建造一座20万平方英尺的建筑，该公司创建了Vista，目前仍在商业园拥有214英亩的土地。</blockquote></p><p> Completion of the first building - Plug Power is planning to add another 100,000-square-foot testing facility and 50,000 square feet of office space for staff later - is expected by the end of July.</p><p><blockquote>第一栋大楼预计将于7月底竣工——普拉格能源计划再增加100,000平方英尺的测试设施和50,000平方英尺的员工办公空间。</blockquote></p><p> \"It's even more exciting that such a clean technology firm that originated here in the Capital Region is going to be here at the Vista Tech Campus, which is exactly what was envisioned many, many years ago now back in 2007,\" Terresa Bakner, an attorney representing Columbia Development told the Planning Board Tuesday.</p><p><blockquote>“更令人兴奋的是，这样一家起源于首都地区的清洁技术公司将落户Vista科技园，这正是很多很多年前（现在是2007年）的设想，”Terresa Bakner说。哥伦比亚发展公司的代表律师周二告诉规划委员会。</blockquote></p><p> Columbia Development recently filed site plan documents with the town of Bethlehem for the project, which would be built behind a roundabout at the Vista tech park located behind the ShopRite supermarket. The building would be the first \"technology\" firm to locate at the park, which opened more than a decade ago with plans to attract technology manufacturing. Currently there are only retail businesses and doctors offices at the park.</p><p><blockquote>哥伦比亚发展公司最近向伯利恒镇提交了该项目的场地规划文件，该项目将建在ShopRite超市后面的Vista科技园的一个环形交叉路口后面。该建筑将是第一家落户该园区的“科技”公司，该园区于十多年前开业，计划吸引科技制造业。目前公园里只有零售企业和医生办公室。</blockquote></p><p> Plug Power makes fuel cells branded under the GenDrive name that run on hydrogen and are currently used by companies like Walmart and Amazon for forklift trucks used in their warehouses.</p><p><blockquote>普拉格能源生产的燃料电池名为GenDrive，以氢为燃料，目前沃尔玛和亚马逊等公司将其用于仓库中使用的叉车。</blockquote></p><p> However, the company has set its sights on expanding into other markets for road vehicles like delivery trucks and even airplanes and has been building its own hydrogen production plants that make so-called green hydrogen made from water using renewable energy sources.</p><p><blockquote>然而，该公司已将目光投向扩展到送货卡车甚至飞机等道路车辆的其他市场，并一直在建设自己的制氢工厂，利用可再生能源从水中生产所谓的绿色氢。</blockquote></p><p> The Slingerlands complex, which would make GenDrive fuel cells, would employ 670 people, about 360 of whom would relocate from the company's current headquarters and GenDrive assembly plant on Albany Shaker Road in Latham.</p><p><blockquote>Slingerlands工厂将生产GenDrive燃料电池，将雇用670名员工，其中约360人将从公司目前的总部和位于莱瑟姆奥尔巴尼沙克尔路的GenDrive装配厂搬迁。</blockquote></p><p> While Plug's headquarters would not move from Latham, moving its GenDrive manufacturing to Slingerlands would allow Plug Power to expand its GenDrive manufacturing capacity, which is constrained by the current Latham location. The move would also allow Plug Power to use the freed-up space in Latham for another one of its business units.</p><p><blockquote>虽然Plug的总部不会从莱瑟姆搬迁，但将其GenDrive制造转移到Slingerlands将使普拉格能源能够扩大其GenDrive制造能力，而该能力受到目前莱瑟姆工厂的限制。此举还将使普拉格能源能够将莱瑟姆腾出的空间用于其另一个业务部门。</blockquote></p><p> \"They're operating at 100 percent of their (manufacturing) capacity in Latham,\" Brandon Stabler, a Columbia Development executive who spoke at the virtual meeting said of Plug Power. \"Our hope is that we can break ground in the middle of February of 2022.\"</p><p><blockquote>“他们在莱瑟姆以100%的（制造）能力运营，”在虚拟会议上发言的哥伦比亚开发公司高管Brandon Stabler谈到普拉格能源时说道。“我们希望能够在2022年2月中旬破土动工。”</blockquote></p><p> Columbia Development wants to complete the first building by the end of July and finish the two other buildings, all of which will be connected, by the end of 2022.</p><p><blockquote>哥伦比亚发展公司希望在7月底前完成第一栋建筑，并在2022年底前完成另外两栋建筑，所有这些建筑都将连接起来。</blockquote></p><p> A Bethlehem Planning Board member called the project timeline \"really aggressive.\"</p><p><blockquote>伯利恒规划委员会的一名成员称该项目的时间表“非常激进”。</blockquote></p><p> In addition to making fuel cells, Plug Power is building new facilities across the country and abroad to make green hydrogen.</p><p><blockquote>除了制造燃料电池，普拉格能源还在国内外建设新的设施来制造绿色氢。</blockquote></p><p> The Slingerlands complex will have 600 parking spaces for employees who will work in shifts and 26 loading docks for delivery trucks.</p><p><blockquote>Slingerlands综合大楼将为轮班工作的员工提供600个停车位，并为送货卡车提供26个装卸码头。</blockquote></p><p> Plug Power is one of the leading fuel cell companies in the U.S. and is the biggest consumer of hydrogen in North America. Although the company has yet to turn a profit as its spends money on its expansion, it has $3 billion in cash to spend and is projecting nearly $1 billion in revenue by next year.</p><p><blockquote>普拉格能源是美国领先的燃料电池公司之一，也是北美最大的氢气消费国。尽管该公司尚未扭亏为盈，因为它在扩张上投入了资金，但它有30亿美元的现金可供使用，预计明年的收入将接近10亿美元。</blockquote></p><p> Hydrogen-powered fuel cells are an extremely popular type of power source for vehicles as the world seeks to reduce the use of fossil fuels in vehicles, which release greenhouse gases known to cause climate change.</p><p><blockquote>氢动力燃料电池是一种非常受欢迎的车辆动力源，因为世界正在寻求减少车辆中化石燃料的使用，化石燃料会释放出已知会导致气候变化的温室气体。</blockquote></p><p> Plug Power shipped 4,559 GenDrive fuel cells to customers during the third quarter of 2021.</p><p><blockquote>普拉格能源在2021年第三季度向客户运送了4,559个GenDrive燃料电池。</blockquote></p><p> Hydrogen fuel cells only emit water vapor and hot air, making them an ideal replacement for engines that run on oil or gas. The biggest hurdle is the lack hydrogen infrastructure, which is why Plug Power has also focused on building green hydrogen plants that make hydrogen from water.</p><p><blockquote>氢燃料电池仅排放水蒸气和热空气，使其成为使用石油或天然气运行的发动机的理想替代品。最大的障碍是缺乏氢基础设施，这就是为什么普拉格能源也专注于建设从水中制造氢的绿色氢工厂。</blockquote></p><p> Today, most hydrogen is made from methane, a fossil fuel. Plug Power's hydrogen plants will also use renewable energy, ensuring that its hydrogen fuel is 100 percent renewable.</p><p><blockquote>如今，大多数氢气是由甲烷（一种化石燃料）制成的。普拉格能源的氢工厂也将使用可再生能源，确保其氢燃料100%可再生。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153113708","content_text":"Plug Power shares jumped nearly 5% in premarket trading as wanted to break ground in Slingerlands by February.\n\nPlug Power has a \"really aggressive\" construction timeline for its new fuel cell manufacturing complex planned for the Vista Technology Campus in Slingerlands that would employ nearly 700 people.\nRepresentatives of Columbia Development, the Albany real estate development firm that created Vista and still owns 214 acres at the business park, told the Bethlehem Planning Board on Tuesday that the goal is to break ground on a 200,000-square-foot building that will house a fuel cell assembly plant by February.\nCompletion of the first building - Plug Power is planning to add another 100,000-square-foot testing facility and 50,000 square feet of office space for staff later - is expected by the end of July.\n\"It's even more exciting that such a clean technology firm that originated here in the Capital Region is going to be here at the Vista Tech Campus, which is exactly what was envisioned many, many years ago now back in 2007,\" Terresa Bakner, an attorney representing Columbia Development told the Planning Board Tuesday.\nColumbia Development recently filed site plan documents with the town of Bethlehem for the project, which would be built behind a roundabout at the Vista tech park located behind the ShopRite supermarket. The building would be the first \"technology\" firm to locate at the park, which opened more than a decade ago with plans to attract technology manufacturing. Currently there are only retail businesses and doctors offices at the park.\nPlug Power makes fuel cells branded under the GenDrive name that run on hydrogen and are currently used by companies like Walmart and Amazon for forklift trucks used in their warehouses.\nHowever, the company has set its sights on expanding into other markets for road vehicles like delivery trucks and even airplanes and has been building its own hydrogen production plants that make so-called green hydrogen made from water using renewable energy sources.\nThe Slingerlands complex, which would make GenDrive fuel cells, would employ 670 people, about 360 of whom would relocate from the company's current headquarters and GenDrive assembly plant on Albany Shaker Road in Latham.\nWhile Plug's headquarters would not move from Latham, moving its GenDrive manufacturing to Slingerlands would allow Plug Power to expand its GenDrive manufacturing capacity, which is constrained by the current Latham location. The move would also allow Plug Power to use the freed-up space in Latham for another one of its business units.\n\"They're operating at 100 percent of their (manufacturing) capacity in Latham,\" Brandon Stabler, a Columbia Development executive who spoke at the virtual meeting said of Plug Power. \"Our hope is that we can break ground in the middle of February of 2022.\"\nColumbia Development wants to complete the first building by the end of July and finish the two other buildings, all of which will be connected, by the end of 2022.\nA Bethlehem Planning Board member called the project timeline \"really aggressive.\"\nIn addition to making fuel cells, Plug Power is building new facilities across the country and abroad to make green hydrogen.\nThe Slingerlands complex will have 600 parking spaces for employees who will work in shifts and 26 loading docks for delivery trucks.\nPlug Power is one of the leading fuel cell companies in the U.S. and is the biggest consumer of hydrogen in North America. Although the company has yet to turn a profit as its spends money on its expansion, it has $3 billion in cash to spend and is projecting nearly $1 billion in revenue by next year.\nHydrogen-powered fuel cells are an extremely popular type of power source for vehicles as the world seeks to reduce the use of fossil fuels in vehicles, which release greenhouse gases known to cause climate change.\nPlug Power shipped 4,559 GenDrive fuel cells to customers during the third quarter of 2021.\nHydrogen fuel cells only emit water vapor and hot air, making them an ideal replacement for engines that run on oil or gas. The biggest hurdle is the lack hydrogen infrastructure, which is why Plug Power has also focused on building green hydrogen plants that make hydrogen from water.\nToday, most hydrogen is made from methane, a fossil fuel. Plug Power's hydrogen plants will also use renewable energy, ensuring that its hydrogen fuel is 100 percent renewable.","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253971,"gmtCreate":1637323374962,"gmtModify":1637323381386,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253971","repostId":"2184891256","repostType":4,"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879386948,"gmtCreate":1636682372301,"gmtModify":1636683157813,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879386948","repostId":"1104158261","repostType":4,"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854756625,"gmtCreate":1635486710483,"gmtModify":1635486710617,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854756625","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","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":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期，供应问题导致公司损失60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;on iPhones, iPads, and Macs.</p><p><blockquote>周四，苹果第四财季营收不及华尔街预期，苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示：“尽管供应限制超出预期，我们估计供应限制约为60亿美元，但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示，在当前的假日销售季度，影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29%&nbsp;and each of its product categories grew on an annual basis.</p><p><blockquote>然而，苹果的整体收入仍增长了29%，其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现：</blockquote></p><p> <ul>  <li><b>EPS:</b>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>  <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>  <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>  <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>  <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>  <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>  <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>  <li><b>Gross margin:</b>&nbsp;42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS：</b>1.24美元与预估1.24美元</li><li><b>收入：</b>833.6亿美元，预期848.5亿美元，同比增长29%</li><li><b>iPhone收入：</b>388.7亿美元对比。预计415.1亿美元，同比增长47%</li><li><b>服务收入：</b>182.8亿美元对比。预计176.4亿美元，同比增长25.6%</li><li><b>其他产品收入：</b>87.9亿美元对比。预计93.3亿美元，同比增长11.5%</li><li><b>Mac收入：</b>91.8亿美元对比。预计92.3亿美元，同比增长1.6%</li><li><b>iPad收入：</b>82.5亿美元对比。预计72.3亿美元，同比增长21.4%</li><li><b>毛利率：</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%，但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半，被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，苹果表示，第四财季营收和利润分别为834亿美元和每股1.24美元，而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号，该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者，芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com&nbsp;forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久，苹果公布了业绩，部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示，苹果“相当好地解决了这些问题，但也未能毫发无损，这些问题持续时间的延长将带来麻烦，特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，苹果表示，第四季度iPhone销售额为389亿美元，低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示，采用旧技术制造的芯片仍然是关键的供应限制。他表示，苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难，”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据，该公司的配件部门包括AirPods无线耳机等快速增长的类别，收入为88亿美元，比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据，iPad和Mac的销售额分别为83亿美元和92亿美元，而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门（包括App Store业务）销售额为183亿美元，增长26%，而分析师预期为176亿美元。Cook表示，苹果目前在其平台上拥有7.45亿付费用户，高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示：“服务表现强劲，这显示了软件和服务的美观和耐用性，因为利润率更高，而且不存在供应问题，因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额，增长了83%，达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示，本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion  vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855956467,"gmtCreate":1635328170988,"gmtModify":1635328170988,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855956467","repostId":"2178282200","repostType":4,"isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858961194,"gmtCreate":1634964316797,"gmtModify":1634964316902,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858961194","repostId":"1168180190","repostType":2,"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865288808,"gmtCreate":1632987475507,"gmtModify":1632987475611,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865288808","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887861039,"gmtCreate":1632018070521,"gmtModify":1632803325370,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887861039","repostId":"2168716185","repostType":4,"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817183066,"gmtCreate":1630918571955,"gmtModify":1631892092780,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817183066","repostId":"1143325200","repostType":4,"repost":{"id":"1143325200","kind":"news","pubTimestamp":1630882610,"share":"https://www.laohu8.com/m/news/1143325200?lang=zh_CN&edition=full","pubTime":"2021-09-06 06:56","market":"us","language":"en","title":"GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143325200","media":"Barrons","summary":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then feat","content":"<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债市周一因劳动节休市。假期缩短的一周将发布几个值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，国际纸业将于周四发布季度业绩，克罗格将于周五发布季度业绩。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日。Moderna、丹纳赫和家得宝管理层也将于周四与投资者交谈。最后，雅宝将于周五举办投资者日。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的8月份生产者价格指数。经济学家的普遍预期是总体指数月度上涨0.6%，核心PPI上涨0.5%——这还不包括波动更大的食品和能源价格。7月份核心指数和整体指数均上涨1%。8月份消费者价格指数将于下周9月14日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个中央银行区的经济、招聘和商业状况的最新信息。欧洲央行也将于周四宣布货币政策决定，但市场普遍预计将把目标利率维持在目前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储公布7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲中央银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至9月4日当周的首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论收益。</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>GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-06 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债市周一因劳动节休市。假期缩短的一周将发布几个值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，国际纸业将于周四发布季度业绩，克罗格将于周五发布季度业绩。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日。Moderna、丹纳赫和家得宝管理层也将于周四与投资者交谈。最后，雅宝将于周五举办投资者日。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的8月份生产者价格指数。经济学家的普遍预期是总体指数月度上涨0.6%，核心PPI上涨0.5%——这还不包括波动更大的食品和能源价格。7月份核心指数和整体指数均上涨1%。8月份消费者价格指数将于下周9月14日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个中央银行区的经济、招聘和商业状况的最新信息。欧洲央行也将于周四宣布货币政策决定，但市场普遍预计将把目标利率维持在目前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储公布7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲中央银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至9月4日当周的首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?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":{".IXIC":"NASDAQ Composite","GME":"游戏驿站","HD":"家得宝","MRNA":"Moderna, Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index","KR":"克罗格"},"source_url":"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143325200","content_text":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its $21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle hosts an investor day on Friday.\nThe economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.\nOn Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.\nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.\nKroger holds a conference calls to discuss earnings.","news_type":1,"symbols_score_info":{".DJI":0.9,"HD":0.9,".IXIC":0.9,".SPX":0.9,"GME":0.9,"MRNA":0.9,"KR":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832204211,"gmtCreate":1629633271833,"gmtModify":1631892092765,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832204211","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":699295129,"gmtCreate":1639803491180,"gmtModify":1639803491290,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","listText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","text":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH 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06:56","market":"us","language":"en","title":"GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143325200","media":"Barrons","summary":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then feat","content":"<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债市周一因劳动节休市。假期缩短的一周将发布几个值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，国际纸业将于周四发布季度业绩，克罗格将于周五发布季度业绩。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日。Moderna、丹纳赫和家得宝管理层也将于周四与投资者交谈。最后，雅宝将于周五举办投资者日。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的8月份生产者价格指数。经济学家的普遍预期是总体指数月度上涨0.6%，核心PPI上涨0.5%——这还不包括波动更大的食品和能源价格。7月份核心指数和整体指数均上涨1%。8月份消费者价格指数将于下周9月14日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个中央银行区的经济、招聘和商业状况的最新信息。欧洲央行也将于周四宣布货币政策决定，但市场普遍预计将把目标利率维持在目前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储公布7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲中央银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至9月4日当周的首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论收益。</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>GameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Moderna, Home Depot, Kroger, and Other Stocks for Investors to Watch This Week<blockquote>游戏驿站、Moderna、家得宝、克罗格等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-06 06:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.</p><p><blockquote>美国股市和债市周一因劳动节休市。假期缩短的一周将发布几个值得注意的公司更新和经济数据。</blockquote></p><p> GameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its&nbsp;$21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle&nbsp;hosts&nbsp;an investor day on Friday.</p><p><blockquote>游戏驿站和Lululemon Athletica将于周三发布季度业绩，国际纸业将于周四发布季度业绩，克罗格将于周五发布季度业绩。Analog Devices刚刚以210亿美元收购Maxim Integrated Products，将于周三举办投资者日。Moderna、丹纳赫和家得宝管理层也将于周四与投资者交谈。最后，雅宝将于周五举办投资者日。</blockquote></p><p> The economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.</p><p><blockquote>本周的经济数据亮点将是周五美国劳工统计局公布的8月份生产者价格指数。经济学家的普遍预期是总体指数月度上涨0.6%，核心PPI上涨0.5%——这还不包括波动更大的食品和能源价格。7月份核心指数和整体指数均上涨1%。8月份消费者价格指数将于下周9月14日公布。</blockquote></p><p> On Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.</p><p><blockquote>周二，美联储将发布最新的褐皮书，其中包含十几个中央银行区的经济、招聘和商业状况的最新信息。欧洲央行也将于周四宣布货币政策决定，但市场普遍预计将把目标利率维持在目前负0.5%的水平。</blockquote></p><p> <b>Monday 9/6</b></p><p><blockquote><b>星期一9/6</b></blockquote></p><p> Stock and fixed-income markets are closed in observance of Labor Day.</p><p><blockquote>股票和固定收益市场因劳动节休市。</blockquote></p><p> <b>Tuesday 9/7</b></p><p><blockquote><b>星期二9/7</b></blockquote></p><p> Casey’s General Stores and Coupa Software announce earnings.</p><p><blockquote>Casey’s General Stores和Coupa Software公布收益。</blockquote></p><p> <b>Wednesday 9/8</b></p><p><blockquote><b>星期三9/8</b></blockquote></p><p> Copart, GameStop, and Lululemon Athletica release quarterly results.</p><p><blockquote>Copart、游戏驿站和Lululemon Athletica发布季度业绩。</blockquote></p><p> Analog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.</p><p><blockquote>ADI公司召开电话会议，讨论其资本配置计划并更新2021财年展望。该公司最近完成了对Maxim Integrated Products的210亿美元收购。</blockquote></p><p> Global Payments, Johnson Controls International, and ResMed hold virtual investor days.</p><p><blockquote>Global Payments、江森自控国际和ResMed举办虚拟投资者日。</blockquote></p><p> The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.</p><p><blockquote>劳工统计局发布职位空缺和劳动力流动调查。普遍估计7月最后一个工作日将有1000万个职位空缺。6月份，有1010万个职位空缺，连续第四个月创下纪录。</blockquote></p><p> The Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.</p><p><blockquote>美联储公布7月份消费者信贷数据。6月份未偿消费者债务总额增加377亿美元，达到创纪录的4.32万亿美元。第二季度，消费信贷经季节调整后的年率增长8.8%，反映了被压抑的需求。</blockquote></p><p> The Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.</p><p><blockquote>美联储今年八次发布褐皮书中的第六次。该报告总结了12个美联储地区当前的经济状况。</blockquote></p><p> <b>Thursday 9/9</b></p><p><blockquote><b>星期四9/9</b></blockquote></p><p> Home Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.</p><p><blockquote>家得宝召开电话会议讨论其ESG战略，由公司首席可持续发展官Ron Jarvis主持。</blockquote></p><p> Moderna hosts its fifth annual R&amp;D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.</p><p><blockquote>Moderna举办第五届年度研发日，讨论公司在研疫苗。首席执行官Stéphane Bancel将是演讲者之一。</blockquote></p><p> Danaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.</p><p><blockquote>丹纳赫召开投资者和分析师会议，由首席执行官Rainer Blair主持。</blockquote></p><p> International Paper, Synchrony Financial, and Willis Towers Watson hold investor days.</p><p><blockquote>国际纸业、同步金融和威利斯韬睿惠悦举办投资者日。</blockquote></p><p> The European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.</p><p><blockquote>欧洲中央银行宣布其货币政策决定。预计欧洲央行将维持关键利率在负0.5%不变。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.</p><p><blockquote>劳工部报告了截至9月4日当周的首次申请失业救济人数。8月份，平均每周申请失业救济人数为35.5万人，为疫情爆发以来的最低水平。这也将是联邦强化失业救济金额外发放300美元的最后一周。它们将于9月6日到期。</blockquote></p><p> <b>Friday 9/10</b></p><p><blockquote><b>星期五9/10</b></blockquote></p><p> The BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.</p><p><blockquote>BLS报告8月份生产者价格指数。经济学家预测核心生产者价格指数（不包括波动较大的食品和能源价格）月度上涨0.6%，核心生产者价格指数将上涨0.5%。7月份两者均上涨1%。</blockquote></p><p> Kroger holds a conference calls to discuss earnings.</p><p><blockquote>克罗格评级召开会议讨论收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?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":{".IXIC":"NASDAQ Composite","GME":"游戏驿站","HD":"家得宝","MRNA":"Moderna, Inc.",".DJI":"道琼斯",".SPX":"S&P 500 Index","KR":"克罗格"},"source_url":"https://www.barrons.com/articles/gamestop-moderna-home-depot-kroger-and-other-stocks-for-investors-to-watch-this-week-51630853023?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143325200","content_text":"U.S. stock and bond markets are closed on Monday for Labor Day. The holiday-shortened week then features several notable company updates and economic data releases.\nGameStop and Lululemon Athletica release quarterly results on Wednesday, followed by International Paper on Thursday and Kroger on Friday. Analog Devices—fresh off of its $21 billion acquisition of Maxim Integrated Products—will host an investor day on Wednesday. Moderna, Danaher, and Home Depot managements will also speak with investors on Thursday. Finally, Albemarle hosts an investor day on Friday.\nThe economic data highlight of the week will be Friday’s August producer price index from the Bureau of Labor Statistics. Economists’ consensus estimate is for a 0.6% monthly rise in the headline index, and a 0.5% increase for the core PPI—which leaves out more volatile food and energy prices. Both the core and headline indexes rose 1% in July. The August consumer price index will be out the following week, on Sept. 14.\nOn Tuesday, the Federal Reserve will release its latest beige book, full of updates on economic, hiring, and business conditions in each of the dozen central bank districts. The European Central Bank also announces a monetary-policy decision on Thursday, but is widely expected to hold its target interest rate at its current level of negative 0.5%.\nMonday 9/6\nStock and fixed-income markets are closed in observance of Labor Day.\nTuesday 9/7\nCasey’s General Stores and Coupa Software announce earnings.\nWednesday 9/8\nCopart, GameStop, and Lululemon Athletica release quarterly results.\nAnalog Devices hosts a conference call to discuss its capital-allocation plans and update its outlook for fiscal 2021. The company recently closed its $21 billion acquisition of Maxim Integrated Products.\nGlobal Payments, Johnson Controls International, and ResMed hold virtual investor days.\nThe Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Consensus estimate is for 10 million job openings on the last business day of July. In June, there were 10.1 million openings, the fourth consecutive monthly record.\nThe Federal Reserve reports consumer credit data for July. Total outstanding consumer debt increased by $37.7 billion to a record $4.32 trillion in June. For the second quarter, consumer credit rose at a seasonally adjusted annual rate of 8.8%, reflecting pent-up demand.\nThe Federal Reserve releases the beige book for the sixth of eight times this year. The report summarizes current economic conditions among the 12 Federal Reserve districts.\nThursday 9/9\nHome Depot hosts a conference call to discuss its ESG strategy, led by Ron Jarvis, the company’s chief sustainability officer.\nModerna hosts its fifth annual R&D day to discuss vaccines in the company’s pipeline. CEO Stéphane Bancel will be among the presenters.\nDanaher holds an investor and analyst meeting, hosted by its CEO Rainer Blair.\nInternational Paper, Synchrony Financial, and Willis Towers Watson hold investor days.\nThe European Central Bank announces its monetary-policy decision. The ECB is expected to keep its key interest rate unchanged at minus 0.5%.\nThe Department of Labor reports initial jobless claims for the week ending on Sept. 4. In August, claims averaged 355,000 a week, the lowest since the pandemic’s onset. This will also be the last week that the extra $300 from federal enhanced unemployment benefits is available. They are set to expire by Sept. 6.\nFriday 9/10\nThe BLS reports the producer price index for August. Economists forecast a 0.6% monthly rise along with a 0.5% increase for the core PPI, which excludes volatile food and energy prices. Both jumped 1% in July.\nKroger holds a conference calls to discuss earnings.","news_type":1,"symbols_score_info":{".DJI":0.9,"HD":0.9,".IXIC":0.9,".SPX":0.9,"GME":0.9,"MRNA":0.9,"KR":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832204192,"gmtCreate":1629633238716,"gmtModify":1631892092790,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832204192","repostId":"1133515985","repostType":2,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806925246,"gmtCreate":1627626684285,"gmtModify":1631892092803,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806925246","repostId":"1179471404","repostType":4,"repost":{"id":"1179471404","kind":"news","pubTimestamp":1627625866,"share":"https://www.laohu8.com/m/news/1179471404?lang=zh_CN&edition=full","pubTime":"2021-07-30 14:17","market":"us","language":"en","title":"Why Cleveland-Cliffs Stock Popped Today<blockquote>为什么克利夫兰克利夫斯股票今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179471404","media":"Motley Fool","summary":"What happened\nShares of iron oremining companyandsteelmaker Cleveland-Cliffs(NYSE:CLF)closed 5.5% hi","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of iron oremining companyandsteelmaker&nbsp;<b>Cleveland-Cliffs</b>(NYSE:CLF)closed 5.5% higher on Thursday, buoyed by news that it has bought back from&nbsp;<b>Arcelor</b>&nbsp;<b>Mittal</b>(NYSE:MT)all of its Series B Participating Redeemable Preferred Stock.</p><p><blockquote>铁矿石开采公司和钢铁制造商的股票<b>克利夫兰悬崖</b>(NYSE：CLF)周四收盘上涨5.5%，受已从<b>阿塞洛</b> <b>米塔尔</b>（纽约证券交易所股票代码：MT）其所有参与B轮的可赎回优先股。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Thepreferred stockin question amounted to 58 million common shares, and was worth $1.2 billion in total.</p><p><blockquote>相关优先股总计5800万股普通股，总价值12亿美元。</blockquote></p><p> Management described the buyback as \"a no-brainer,\" saying it was \"highly accretive\" for Cleveland-Cliffs shareholders, in that it will concentrate profits among fewer shares outstanding, shrinking the company's diluted share count by 10% \"on a pro forma basis.\"</p><p><blockquote>管理层将此次回购描述为“理所当然的事情”，称这对克利夫兰克利夫斯股东来说是“高度增值”的，因为它将把利润集中在更少的已发行股票上，使公司稀释后的股份数量“按预计计算”减少10%。基础。”</blockquote></p><p> Moreover, the buyback was quite affordable, consuming \"less [cash] than the free cash flow we expect to generate this quarter.\"</p><p><blockquote>此外，回购相当实惠，“消耗的[现金]少于我们预计本季度产生的自由现金流”。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Now, because Cleveland-Cliffs just finished reportingsecond-quarter earnings last week, it will be another several months before shareholders see the benefit of this transaction in dollars and cents. Still, that benefit could be substantial.</p><p><blockquote>现在，由于克利夫兰克利夫斯上周刚刚公布了第二季度收益，股东还需要几个月的时间才能看到这笔交易带来的好处。尽管如此，这种好处可能是巨大的。</blockquote></p><p> According to published estimates, analysts are forecasting that third-quarter earnings will be $2.13 per share, but a 10% reduction in share count could bump that per-share profit up by $0.21 or so, which leads me to suspect that part of the reason Cleveland-Cliffs stock popped today was because investors are anticipating an earnings beat three months from now.</p><p><blockquote>根据已公布的估计，分析师预测第三季度每股收益为2.13美元，但股票数量减少10%可能会使每股利润增加0.21美元左右，这让我怀疑部分原因克利夫兰克利夫斯股票今天上涨的原因是投资者预计三个月后的盈利将超出预期。</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>Why Cleveland-Cliffs Stock Popped Today<blockquote>为什么克利夫兰克利夫斯股票今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Cleveland-Cliffs Stock Popped Today<blockquote>为什么克利夫兰克利夫斯股票今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-30 14:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Shares of iron oremining companyandsteelmaker&nbsp;<b>Cleveland-Cliffs</b>(NYSE:CLF)closed 5.5% higher on Thursday, buoyed by news that it has bought back from&nbsp;<b>Arcelor</b>&nbsp;<b>Mittal</b>(NYSE:MT)all of its Series B Participating Redeemable Preferred Stock.</p><p><blockquote>铁矿石开采公司和钢铁制造商的股票<b>克利夫兰悬崖</b>(NYSE：CLF)周四收盘上涨5.5%，受已从<b>阿塞洛</b> <b>米塔尔</b>（纽约证券交易所股票代码：MT）其所有参与B轮的可赎回优先股。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Thepreferred stockin question amounted to 58 million common shares, and was worth $1.2 billion in total.</p><p><blockquote>相关优先股总计5800万股普通股，总价值12亿美元。</blockquote></p><p> Management described the buyback as \"a no-brainer,\" saying it was \"highly accretive\" for Cleveland-Cliffs shareholders, in that it will concentrate profits among fewer shares outstanding, shrinking the company's diluted share count by 10% \"on a pro forma basis.\"</p><p><blockquote>管理层将此次回购描述为“理所当然的事情”，称这对克利夫兰克利夫斯股东来说是“高度增值”的，因为它将把利润集中在更少的已发行股票上，使公司稀释后的股份数量“按预计计算”减少10%。基础。”</blockquote></p><p> Moreover, the buyback was quite affordable, consuming \"less [cash] than the free cash flow we expect to generate this quarter.\"</p><p><blockquote>此外，回购相当实惠，“消耗的[现金]少于我们预计本季度产生的自由现金流”。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Now, because Cleveland-Cliffs just finished reportingsecond-quarter earnings last week, it will be another several months before shareholders see the benefit of this transaction in dollars and cents. Still, that benefit could be substantial.</p><p><blockquote>现在，由于克利夫兰克利夫斯上周刚刚公布了第二季度收益，股东还需要几个月的时间才能看到这笔交易带来的好处。尽管如此，这种好处可能是巨大的。</blockquote></p><p> According to published estimates, analysts are forecasting that third-quarter earnings will be $2.13 per share, but a 10% reduction in share count could bump that per-share profit up by $0.21 or so, which leads me to suspect that part of the reason Cleveland-Cliffs stock popped today was because investors are anticipating an earnings beat three months from now.</p><p><blockquote>根据已公布的估计，分析师预测第三季度每股收益为2.13美元，但股票数量减少10%可能会使每股利润增加0.21美元左右，这让我怀疑部分原因克利夫兰克利夫斯股票今天上涨的原因是投资者预计三个月后的盈利将超出预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/29/why-cleveland-cliffs-stock-popped-today/\">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":{"CLF":"克利夫兰克里夫"},"source_url":"https://www.fool.com/investing/2021/07/29/why-cleveland-cliffs-stock-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179471404","content_text":"What happened\nShares of iron oremining companyandsteelmaker Cleveland-Cliffs(NYSE:CLF)closed 5.5% higher on Thursday, buoyed by news that it has bought back from Arcelor Mittal(NYSE:MT)all of its Series B Participating Redeemable Preferred Stock.\nSo what\nThepreferred stockin question amounted to 58 million common shares, and was worth $1.2 billion in total.\nManagement described the buyback as \"a no-brainer,\" saying it was \"highly accretive\" for Cleveland-Cliffs shareholders, in that it will concentrate profits among fewer shares outstanding, shrinking the company's diluted share count by 10% \"on a pro forma basis.\"\nMoreover, the buyback was quite affordable, consuming \"less [cash] than the free cash flow we expect to generate this quarter.\"\nNow what\nNow, because Cleveland-Cliffs just finished reportingsecond-quarter earnings last week, it will be another several months before shareholders see the benefit of this transaction in dollars and cents. Still, that benefit could be substantial.\nAccording to published estimates, analysts are forecasting that third-quarter earnings will be $2.13 per share, but a 10% reduction in share count could bump that per-share profit up by $0.21 or so, which leads me to suspect that part of the reason Cleveland-Cliffs stock popped today was because investors are anticipating an earnings beat three months from now.","news_type":1,"symbols_score_info":{"CLF":0.9}},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803531488,"gmtCreate":1627446779044,"gmtModify":1631892092814,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087786607644270","idStr":"4087786607644270"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803531488","repostId":"2154991792","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}