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2021-10-31

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2021-08-26

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2021-12-11

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2021-11-15

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Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>

2021-10-24

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US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>

2021-10-02

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16:55","market":"us","language":"en","title":"5 Stocks To Watch For February 18, 2022<blockquote>2022年2月18日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2212623802","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p><div> Some of the stocks that may grab investor focus today are:Wall Street expects  Deere & Company  to report quarterly earnings at $2.26 per share on revenue of $8.19 billion before the opening bell. ...</p><p><blockquote><div>今天可能吸引投资者关注的一些股票包括：华尔街预计Deere公司将在开盘前公布季度收益为每股2.26美元，营收为81.9亿美元。...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/22/02/25709284/5-stocks-to-watch-for-february-18-2022\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/22/02/25709284/5-stocks-to-watch-for-february-18-2022\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For February 18, 2022<blockquote>2022年2月18日值得关注的5只股票</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\">\n5 Stocks To Watch For February 18, 2022<blockquote>2022年2月18日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2022-02-18 16:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Some of the stocks that may grab investor focus today are:Wall Street expects  Deere & Company  to report quarterly earnings at $2.26 per share on revenue of $8.19 billion before the opening bell. ...</p><p><blockquote><div>今天可能吸引投资者关注的一些股票包括：华尔街预计Deere公司将在开盘前公布季度收益为每股2.26美元，营收为81.9亿美元。...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/22/02/25709284/5-stocks-to-watch-for-february-18-2022\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/22/02/25709284/5-stocks-to-watch-for-february-18-2022\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/22/02/25709284/5-stocks-to-watch-for-february-18-2022\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCTI":"Healthcare Triangle, Inc.","BK4534":"瑞士信贷持仓","BA":"波音","CRCT":"Cricut, Inc.","BK4528":"SaaS概念","BK4516":"特朗普概念","DE":"迪尔股份有限公司","FWRG":"First Watch Restaurant Group, Inc.","BK4167":"医疗保健技术","BK4152":"农用农业机械","DBX":"Dropbox Inc.","BLMN":"Bloomin' Brands","TERN":"Terns Pharmaceuticals, Inc.","BK4209":"餐馆","BK4081":"电力公用事业","ROKU":"Roku Inc","BK4191":"家用电器","BK4183":"个人用品","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","PPL":"宾州电力","BK4007":"制药","BK4551":"寇图资本持仓","BK4539":"次新股","OLPX":"Olaplex Holdings, Inc.","BK4023":"应用软件","BK4564":"太空概念","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防"},"source_url":"https://www.benzinga.com/news/earnings/22/02/25709284/5-stocks-to-watch-for-february-18-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212623802","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects  Deere & Company  to report quarterly earnings at $2.26 per share on revenue of $8.19 billion before the opening bell. Deere shares fell 0.3% to $379.50 in after-hours trading.Dropbox, Inc.  reported better-than-expected earnings and sales results for its fourth quarter. Dropbox shares, however, fell 5.4% to $22.30 in the after-hours trading session.Analysts are expecting  PPL Corporation  to have earned $0.32 per share on revenue of $2.00 billion for the latest quarter. The company will release earnings before the markets open. PPL shares gained 0.5% to $28.28 in after-hours trading.Roku, Inc.  posted downbeat revenue for its fourth quarter and issued weak sales forecast for the first quarter. Roku shares dipped 22.4% to $112.32 in the after-hours trading session.Analysts expect Bloomin to report quarterly earnings at $0.52 per share on revenue of $1.04 billion before the opening bell. Bloomin' Brands shares rose 0.5% to $22.60 in after-hours trading.","news_type":1,"symbols_score_info":{"CRCT":0.88,"OLPX":0.88,"BA":0.88,"DBX":0.9,"DE":0.9,"BLMN":0.9,"ALVU":0.88,"FWRG":0.88,"ROKU":0.9,"PPL":0.9,"TERN":0.88,"HCTI":0.88}},"isVote":1,"tweetType":1,"viewCount":2793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638376996,"gmtCreate":1645100294556,"gmtModify":1645100361212,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638376996","repostId":"638079629","repostType":1,"repost":{"id":638079629,"gmtCreate":1645005301607,"gmtModify":1645052960492,"author":{"id":"3573593808442035","authorId":"3573593808442035","name":"zhuzhu518","avatar":"https://static.tigerbbs.com/272cc270b288063fa925b5f2c1a0bb76","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3573593808442035","idStr":"3573593808442035"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>有没有可能跟特斯拉一样，财报凶猛但是结局惨淡?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a>有没有可能跟特斯拉一样，财报凶猛但是结局惨淡?","text":"$NVIDIA Corp(NVDA)$有没有可能跟特斯拉一样，财报凶猛但是结局惨淡?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638079629","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638991819,"gmtCreate":1645015059095,"gmtModify":1645015059401,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638991819","repostId":"2211165264","repostType":4,"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638993495,"gmtCreate":1645014886333,"gmtModify":1645014886604,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638993495","repostId":"1161161615","repostType":4,"repost":{"id":"1161161615","kind":"news","pubTimestamp":1645008518,"share":"https://www.laohu8.com/m/news/1161161615?lang=zh_CN&edition=full","pubTime":"2022-02-16 18:48","market":"us","language":"en","title":"Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?<blockquote>苹果、亚马逊、微软或特斯拉：哪个会先达到5万亿美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161161615","media":"TheStreet","summary":"Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?","content":"<p><html><head></head><body>Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?</p><p><blockquote><html><head></head><body>苹果今年早些时候突破了3万亿美元的市值大关，但何时能达到5万亿美元呢？</body></html></blockquote></p><p>Next stop, $5 trillion.</p><p><blockquote>下一站，5万亿美元。</blockquote></p><p>Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.</p><p><blockquote>在今年早些时候达到这一里程碑后，苹果可能不再是一家价值3万亿美元的公司，但它有望成为第一家估值达到5万亿美元的公司。</blockquote></p><p>A record high stock market has made possible market capitalizations that were once thought to be impossible.</p><p><blockquote>创纪录的高股市让曾经被认为不可能的市值成为可能。</blockquote></p><p>Japan, the world&#39;s third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.</p><p><blockquote>世界第三大经济体日本的国内生产总值为4.872万亿美元，这意味着少数美国公司的价值有朝一日可能会超过日本和德国等经济强国的全部产出。</blockquote></p><p>In this environment, Apple, which currently has a $2.82 billion valuation, isn&#39;t the only company within shooting distance of the $5 trillion mark.</p><p><blockquote>在这种环境下，目前估值为28.2亿美元的苹果并不是唯一一家接近5万亿美元大关的公司。</blockquote></p><p>A new research report by XTB.com predicts when the world&#39;s biggest companies might hit the milestone using historical market cap data and new research.</p><p><blockquote>XTB.com的一份新研究报告利用历史市值数据和新研究预测了全球最大的公司何时可能达到这一里程碑。</blockquote></p><p><b>Standings In the Race to $5 Trillion</b></p><p><blockquote><b>5万亿美元竞赛中的排名</b></blockquote></p><p>After beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.</p><p><blockquote>在击败其他所有公司达到3万亿美元后，苹果也是达到5万亿美元的主要候选者，预计该公司将在2028年跨过这一门槛。</blockquote></p><p>Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.</p><p><blockquote>竞争对手科技公司微软（2.25万亿美元）和亚马逊（1.59万亿美元）预计都将在2035年达到这一目标。</blockquote></p><p>Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.</p><p><blockquote>汽车制造商特斯拉（9533.4亿美元）和芯片制造商英伟达（6600亿美元）预计在2066年都将达到5万亿美元。</blockquote></p><p>Fellow semiconductor company Taiwan Semiconductor(<b>TSM</b>) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.</p><p><blockquote>同为半导体公司台积电(<b>TSM</b>）（6457.6亿美元）计划在2078年进行下一步。这将是美国以外第一家实现这一目标的公司。</blockquote></p><p>Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.</p><p><blockquote>据XTB.com称，腾讯控股控股公司（5960亿美元）将于2083年成为一家市值5万亿美元的公司。</blockquote></p><p>The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.</p><p><blockquote>该研究没有提及谷歌母公司Alphabet，其估值目前接近1.81万亿美元。</blockquote></p><p><b>Growth Prospects That Get You to $5 Trillion</b></p><p><blockquote><b>增长前景可让您达到5万亿美元</b></blockquote></p><p>It will take some serious work for Apple, already the world&#39;s most valuable company, to double its market cap over the next six years.</p><p><blockquote>苹果已经是世界上最有价值的公司，要在未来六年内将其市值翻一番，还需要认真努力。</blockquote></p><p>The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.</p><p><blockquote>根据富国银行最近关于该公司的一份分析师报告，该公司最容易获得的增长机会已经由苹果创造。</blockquote></p><p>&#34;While Apple&#39;s Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,&#34; analyst Aaron Rakers said.</p><p><blockquote>分析师Aaron Rakers表示：“虽然苹果的Mac收入仅占总收入的10%左右，但我们看到苹果对在企业领域采用Mac的呼声越来越高。”</blockquote></p><p>&#34;When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.&#34;</p><p><blockquote>“当这种生产力提高在拥有数百名开发人员的大型企业/组织中扩展时，节省的成本可能证明升级整个Mac机队是合理的，这可能比典型的三到四年升级周期更快。”</blockquote></p><p>Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.</p><p><blockquote>与此同时，微软在游戏作为近期增长动力上下了很大赌注。</blockquote></p><p>Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.</p><p><blockquote>微软上个月斥资750亿美元（包括债务）收购了视频游戏工作室动视暴雪。</blockquote></p><p>&#34;Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.</p><p><blockquote>微软首席执行官Satya Nadella表示：“游戏是当今所有平台中最具活力和最令人兴奋的娱乐类别，将在元宇宙平台的发展中发挥关键作用。”</blockquote></p><p>Amazon has its fingers in everything. It&#39;s mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.</p><p><blockquote>亚马逊涉足一切。其支柱包裹递送业务继续扩张，该公司的净利润比去年几乎翻了一番，达到143亿美元。</blockquote></p><p>But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.</p><p><blockquote>但其亚马逊网络服务业务可能是该公司市值达到5万亿美元的最大因素。</blockquote></p><p>AWS saw its operating income rise 48.5% year over year to $5.3 billion.</p><p><blockquote>AWS的营业收入同比增长48.5%，达到53亿美元。</blockquote></p><p>Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.</p><p><blockquote>此外，该公司还将Prime送货服务的价格从每月12.99美元提高到14.99美元，新价格将于本周生效。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?<blockquote>苹果、亚马逊、微软或特斯拉：哪个会先达到5万亿美元？</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{ 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\">\nApple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?<blockquote>苹果、亚马逊、微软或特斯拉：哪个会先达到5万亿美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-02-16 18:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?</p><p><blockquote><html><head></head><body>苹果今年早些时候突破了3万亿美元的市值大关，但何时能达到5万亿美元呢？</body></html></blockquote></p><p>Next stop, $5 trillion.</p><p><blockquote>下一站，5万亿美元。</blockquote></p><p>Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.</p><p><blockquote>在今年早些时候达到这一里程碑后，苹果可能不再是一家价值3万亿美元的公司，但它有望成为第一家估值达到5万亿美元的公司。</blockquote></p><p>A record high stock market has made possible market capitalizations that were once thought to be impossible.</p><p><blockquote>创纪录的高股市让曾经被认为不可能的市值成为可能。</blockquote></p><p>Japan, the world&#39;s third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.</p><p><blockquote>世界第三大经济体日本的国内生产总值为4.872万亿美元，这意味着少数美国公司的价值有朝一日可能会超过日本和德国等经济强国的全部产出。</blockquote></p><p>In this environment, Apple, which currently has a $2.82 billion valuation, isn&#39;t the only company within shooting distance of the $5 trillion mark.</p><p><blockquote>在这种环境下，目前估值为28.2亿美元的苹果并不是唯一一家接近5万亿美元大关的公司。</blockquote></p><p>A new research report by XTB.com predicts when the world&#39;s biggest companies might hit the milestone using historical market cap data and new research.</p><p><blockquote>XTB.com的一份新研究报告利用历史市值数据和新研究预测了全球最大的公司何时可能达到这一里程碑。</blockquote></p><p><b>Standings In the Race to $5 Trillion</b></p><p><blockquote><b>5万亿美元竞赛中的排名</b></blockquote></p><p>After beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.</p><p><blockquote>在击败其他所有公司达到3万亿美元后，苹果也是达到5万亿美元的主要候选者，预计该公司将在2028年跨过这一门槛。</blockquote></p><p>Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.</p><p><blockquote>竞争对手科技公司微软（2.25万亿美元）和亚马逊（1.59万亿美元）预计都将在2035年达到这一目标。</blockquote></p><p>Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.</p><p><blockquote>汽车制造商特斯拉（9533.4亿美元）和芯片制造商英伟达（6600亿美元）预计在2066年都将达到5万亿美元。</blockquote></p><p>Fellow semiconductor company Taiwan Semiconductor(<b>TSM</b>) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.</p><p><blockquote>同为半导体公司台积电(<b>TSM</b>）（6457.6亿美元）计划在2078年进行下一步。这将是美国以外第一家实现这一目标的公司。</blockquote></p><p>Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.</p><p><blockquote>据XTB.com称，腾讯控股控股公司（5960亿美元）将于2083年成为一家市值5万亿美元的公司。</blockquote></p><p>The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.</p><p><blockquote>该研究没有提及谷歌母公司Alphabet，其估值目前接近1.81万亿美元。</blockquote></p><p><b>Growth Prospects That Get You to $5 Trillion</b></p><p><blockquote><b>增长前景可让您达到5万亿美元</b></blockquote></p><p>It will take some serious work for Apple, already the world&#39;s most valuable company, to double its market cap over the next six years.</p><p><blockquote>苹果已经是世界上最有价值的公司，要在未来六年内将其市值翻一番，还需要认真努力。</blockquote></p><p>The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.</p><p><blockquote>根据富国银行最近关于该公司的一份分析师报告，该公司最容易获得的增长机会已经由苹果创造。</blockquote></p><p>&#34;While Apple&#39;s Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,&#34; analyst Aaron Rakers said.</p><p><blockquote>分析师Aaron Rakers表示：“虽然苹果的Mac收入仅占总收入的10%左右，但我们看到苹果对在企业领域采用Mac的呼声越来越高。”</blockquote></p><p>&#34;When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.&#34;</p><p><blockquote>“当这种生产力提高在拥有数百名开发人员的大型企业/组织中扩展时，节省的成本可能证明升级整个Mac机队是合理的，这可能比典型的三到四年升级周期更快。”</blockquote></p><p>Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.</p><p><blockquote>与此同时，微软在游戏作为近期增长动力上下了很大赌注。</blockquote></p><p>Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.</p><p><blockquote>微软上个月斥资750亿美元（包括债务）收购了视频游戏工作室动视暴雪。</blockquote></p><p>&#34;Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.</p><p><blockquote>微软首席执行官Satya Nadella表示：“游戏是当今所有平台中最具活力和最令人兴奋的娱乐类别，将在元宇宙平台的发展中发挥关键作用。”</blockquote></p><p>Amazon has its fingers in everything. It&#39;s mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.</p><p><blockquote>亚马逊涉足一切。其支柱包裹递送业务继续扩张，该公司的净利润比去年几乎翻了一番，达到143亿美元。</blockquote></p><p>But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.</p><p><blockquote>但其亚马逊网络服务业务可能是该公司市值达到5万亿美元的最大因素。</blockquote></p><p>AWS saw its operating income rise 48.5% year over year to $5.3 billion.</p><p><blockquote>AWS的营业收入同比增长48.5%，达到53亿美元。</blockquote></p><p>Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.</p><p><blockquote>此外，该公司还将Prime送货服务的价格从每月12.99美元提高到14.99美元，新价格将于本周生效。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161161615","content_text":"Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?Next stop, $5 trillion.Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.A record high stock market has made possible market capitalizations that were once thought to be impossible.Japan, the world's third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.In this environment, Apple, which currently has a $2.82 billion valuation, isn't the only company within shooting distance of the $5 trillion mark.A new research report by XTB.com predicts when the world's biggest companies might hit the milestone using historical market cap data and new research.Standings In the Race to $5 TrillionAfter beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.Fellow semiconductor company Taiwan Semiconductor(TSM) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.Growth Prospects That Get You to $5 TrillionIt will take some serious work for Apple, already the world's most valuable company, to double its market cap over the next six years.The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.\"While Apple's Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,\" analyst Aaron Rakers said.\"When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.\"Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.\"Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.Amazon has its fingers in everything. It's mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.AWS saw its operating income rise 48.5% year over year to $5.3 billion.Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9,"TSLA":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638993208,"gmtCreate":1645014870802,"gmtModify":1645014871080,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638993208","repostId":"1161161615","repostType":4,"repost":{"id":"1161161615","kind":"news","pubTimestamp":1645008518,"share":"https://www.laohu8.com/m/news/1161161615?lang=zh_CN&edition=full","pubTime":"2022-02-16 18:48","market":"us","language":"en","title":"Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?<blockquote>苹果、亚马逊、微软或特斯拉：哪个会先达到5万亿美元？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161161615","media":"TheStreet","summary":"Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?","content":"<p><html><head></head><body>Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?</p><p><blockquote><html><head></head><body>苹果今年早些时候突破了3万亿美元的市值大关，但何时能达到5万亿美元呢？</body></html></blockquote></p><p>Next stop, $5 trillion.</p><p><blockquote>下一站，5万亿美元。</blockquote></p><p>Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.</p><p><blockquote>在今年早些时候达到这一里程碑后，苹果可能不再是一家价值3万亿美元的公司，但它有望成为第一家估值达到5万亿美元的公司。</blockquote></p><p>A record high stock market has made possible market capitalizations that were once thought to be impossible.</p><p><blockquote>创纪录的高股市让曾经被认为不可能的市值成为可能。</blockquote></p><p>Japan, the world&#39;s third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.</p><p><blockquote>世界第三大经济体日本的国内生产总值为4.872万亿美元，这意味着少数美国公司的价值有朝一日可能会超过日本和德国等经济强国的全部产出。</blockquote></p><p>In this environment, Apple, which currently has a $2.82 billion valuation, isn&#39;t the only company within shooting distance of the $5 trillion mark.</p><p><blockquote>在这种环境下，目前估值为28.2亿美元的苹果并不是唯一一家接近5万亿美元大关的公司。</blockquote></p><p>A new research report by XTB.com predicts when the world&#39;s biggest companies might hit the milestone using historical market cap data and new research.</p><p><blockquote>XTB.com的一份新研究报告利用历史市值数据和新研究预测了全球最大的公司何时可能达到这一里程碑。</blockquote></p><p><b>Standings In the Race to $5 Trillion</b></p><p><blockquote><b>5万亿美元竞赛中的排名</b></blockquote></p><p>After beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.</p><p><blockquote>在击败其他所有公司达到3万亿美元后，苹果也是达到5万亿美元的主要候选者，预计该公司将在2028年跨过这一门槛。</blockquote></p><p>Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.</p><p><blockquote>竞争对手科技公司微软（2.25万亿美元）和亚马逊（1.59万亿美元）预计都将在2035年达到这一目标。</blockquote></p><p>Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.</p><p><blockquote>汽车制造商特斯拉（9533.4亿美元）和芯片制造商英伟达（6600亿美元）预计在2066年都将达到5万亿美元。</blockquote></p><p>Fellow semiconductor company Taiwan Semiconductor(<b>TSM</b>) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.</p><p><blockquote>同为半导体公司台积电(<b>TSM</b>）（6457.6亿美元）计划在2078年进行下一步。这将是美国以外第一家实现这一目标的公司。</blockquote></p><p>Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.</p><p><blockquote>据XTB.com称，腾讯控股控股公司（5960亿美元）将于2083年成为一家市值5万亿美元的公司。</blockquote></p><p>The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.</p><p><blockquote>该研究没有提及谷歌母公司Alphabet，其估值目前接近1.81万亿美元。</blockquote></p><p><b>Growth Prospects That Get You to $5 Trillion</b></p><p><blockquote><b>增长前景可让您达到5万亿美元</b></blockquote></p><p>It will take some serious work for Apple, already the world&#39;s most valuable company, to double its market cap over the next six years.</p><p><blockquote>苹果已经是世界上最有价值的公司，要在未来六年内将其市值翻一番，还需要认真努力。</blockquote></p><p>The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.</p><p><blockquote>根据富国银行最近关于该公司的一份分析师报告，该公司最容易获得的增长机会已经由苹果创造。</blockquote></p><p>&#34;While Apple&#39;s Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,&#34; analyst Aaron Rakers said.</p><p><blockquote>分析师Aaron Rakers表示：“虽然苹果的Mac收入仅占总收入的10%左右，但我们看到苹果对在企业领域采用Mac的呼声越来越高。”</blockquote></p><p>&#34;When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.&#34;</p><p><blockquote>“当这种生产力提高在拥有数百名开发人员的大型企业/组织中扩展时，节省的成本可能证明升级整个Mac机队是合理的，这可能比典型的三到四年升级周期更快。”</blockquote></p><p>Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.</p><p><blockquote>与此同时，微软在游戏作为近期增长动力上下了很大赌注。</blockquote></p><p>Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.</p><p><blockquote>微软上个月斥资750亿美元（包括债务）收购了视频游戏工作室动视暴雪。</blockquote></p><p>&#34;Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.</p><p><blockquote>微软首席执行官Satya Nadella表示：“游戏是当今所有平台中最具活力和最令人兴奋的娱乐类别，将在元宇宙平台的发展中发挥关键作用。”</blockquote></p><p>Amazon has its fingers in everything. It&#39;s mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.</p><p><blockquote>亚马逊涉足一切。其支柱包裹递送业务继续扩张，该公司的净利润比去年几乎翻了一番，达到143亿美元。</blockquote></p><p>But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.</p><p><blockquote>但其亚马逊网络服务业务可能是该公司市值达到5万亿美元的最大因素。</blockquote></p><p>AWS saw its operating income rise 48.5% year over year to $5.3 billion.</p><p><blockquote>AWS的营业收入同比增长48.5%，达到53亿美元。</blockquote></p><p>Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.</p><p><blockquote>此外，该公司还将Prime送货服务的价格从每月12.99美元提高到14.99美元，新价格将于本周生效。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?<blockquote>苹果、亚马逊、微软或特斯拉：哪个会先达到5万亿美元？</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Amazon, Microsoft or Tesla: Which Will Reach $5 Trillion First?<blockquote>苹果、亚马逊、微软或特斯拉：哪个会先达到5万亿美元？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-02-16 18:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?</p><p><blockquote><html><head></head><body>苹果今年早些时候突破了3万亿美元的市值大关，但何时能达到5万亿美元呢？</body></html></blockquote></p><p>Next stop, $5 trillion.</p><p><blockquote>下一站，5万亿美元。</blockquote></p><p>Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.</p><p><blockquote>在今年早些时候达到这一里程碑后，苹果可能不再是一家价值3万亿美元的公司，但它有望成为第一家估值达到5万亿美元的公司。</blockquote></p><p>A record high stock market has made possible market capitalizations that were once thought to be impossible.</p><p><blockquote>创纪录的高股市让曾经被认为不可能的市值成为可能。</blockquote></p><p>Japan, the world&#39;s third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.</p><p><blockquote>世界第三大经济体日本的国内生产总值为4.872万亿美元，这意味着少数美国公司的价值有朝一日可能会超过日本和德国等经济强国的全部产出。</blockquote></p><p>In this environment, Apple, which currently has a $2.82 billion valuation, isn&#39;t the only company within shooting distance of the $5 trillion mark.</p><p><blockquote>在这种环境下，目前估值为28.2亿美元的苹果并不是唯一一家接近5万亿美元大关的公司。</blockquote></p><p>A new research report by XTB.com predicts when the world&#39;s biggest companies might hit the milestone using historical market cap data and new research.</p><p><blockquote>XTB.com的一份新研究报告利用历史市值数据和新研究预测了全球最大的公司何时可能达到这一里程碑。</blockquote></p><p><b>Standings In the Race to $5 Trillion</b></p><p><blockquote><b>5万亿美元竞赛中的排名</b></blockquote></p><p>After beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.</p><p><blockquote>在击败其他所有公司达到3万亿美元后，苹果也是达到5万亿美元的主要候选者，预计该公司将在2028年跨过这一门槛。</blockquote></p><p>Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.</p><p><blockquote>竞争对手科技公司微软（2.25万亿美元）和亚马逊（1.59万亿美元）预计都将在2035年达到这一目标。</blockquote></p><p>Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.</p><p><blockquote>汽车制造商特斯拉（9533.4亿美元）和芯片制造商英伟达（6600亿美元）预计在2066年都将达到5万亿美元。</blockquote></p><p>Fellow semiconductor company Taiwan Semiconductor(<b>TSM</b>) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.</p><p><blockquote>同为半导体公司台积电(<b>TSM</b>）（6457.6亿美元）计划在2078年进行下一步。这将是美国以外第一家实现这一目标的公司。</blockquote></p><p>Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.</p><p><blockquote>据XTB.com称，腾讯控股控股公司（5960亿美元）将于2083年成为一家市值5万亿美元的公司。</blockquote></p><p>The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.</p><p><blockquote>该研究没有提及谷歌母公司Alphabet，其估值目前接近1.81万亿美元。</blockquote></p><p><b>Growth Prospects That Get You to $5 Trillion</b></p><p><blockquote><b>增长前景可让您达到5万亿美元</b></blockquote></p><p>It will take some serious work for Apple, already the world&#39;s most valuable company, to double its market cap over the next six years.</p><p><blockquote>苹果已经是世界上最有价值的公司，要在未来六年内将其市值翻一番，还需要认真努力。</blockquote></p><p>The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.</p><p><blockquote>根据富国银行最近关于该公司的一份分析师报告，该公司最容易获得的增长机会已经由苹果创造。</blockquote></p><p>&#34;While Apple&#39;s Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,&#34; analyst Aaron Rakers said.</p><p><blockquote>分析师Aaron Rakers表示：“虽然苹果的Mac收入仅占总收入的10%左右，但我们看到苹果对在企业领域采用Mac的呼声越来越高。”</blockquote></p><p>&#34;When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.&#34;</p><p><blockquote>“当这种生产力提高在拥有数百名开发人员的大型企业/组织中扩展时，节省的成本可能证明升级整个Mac机队是合理的，这可能比典型的三到四年升级周期更快。”</blockquote></p><p>Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.</p><p><blockquote>与此同时，微软在游戏作为近期增长动力上下了很大赌注。</blockquote></p><p>Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.</p><p><blockquote>微软上个月斥资750亿美元（包括债务）收购了视频游戏工作室动视暴雪。</blockquote></p><p>&#34;Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.</p><p><blockquote>微软首席执行官Satya Nadella表示：“游戏是当今所有平台中最具活力和最令人兴奋的娱乐类别，将在元宇宙平台的发展中发挥关键作用。”</blockquote></p><p>Amazon has its fingers in everything. It&#39;s mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.</p><p><blockquote>亚马逊涉足一切。其支柱包裹递送业务继续扩张，该公司的净利润比去年几乎翻了一番，达到143亿美元。</blockquote></p><p>But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.</p><p><blockquote>但其亚马逊网络服务业务可能是该公司市值达到5万亿美元的最大因素。</blockquote></p><p>AWS saw its operating income rise 48.5% year over year to $5.3 billion.</p><p><blockquote>AWS的营业收入同比增长48.5%，达到53亿美元。</blockquote></p><p>Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.</p><p><blockquote>此外，该公司还将Prime送货服务的价格从每月12.99美元提高到14.99美元，新价格将于本周生效。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AMZN":"亚马逊","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-amazon-microsoft-or-tesla-which-will-reach-5-trillion-first","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161161615","content_text":"Apple crossed the $3 trillion market capitalization mark earlier this year, but when will it reach $5 trillion?Next stop, $5 trillion.Apple may no longer be a $3 trillion company after reaching that milestone earlier this year, but it is in lead to become the first company with a $5 trillion valuation.A record high stock market has made possible market capitalizations that were once thought to be impossible.Japan, the world's third biggest economy has a gross domestic product of $4.872 trillion, meaning a handful of American companies could one day be worth more that the entire output of economic powerhouses like Japan and Germany.In this environment, Apple, which currently has a $2.82 billion valuation, isn't the only company within shooting distance of the $5 trillion mark.A new research report by XTB.com predicts when the world's biggest companies might hit the milestone using historical market cap data and new research.Standings In the Race to $5 TrillionAfter beating everyone else to $3 trillion, Apple is also the leading candidate to get to $5 trillion, with an estimated year of 2028 for the company to cross that threshold.Rival tech company Microsoft ($2.25 trillion) and Amazon ($1.59 trillion) are both projected to reach the mark in 2035.Carmaker Tesla ($953.34 billion) and chipmaker Nvidia ($660 billion) are both estimated to reach $5 trillion in 2066.Fellow semiconductor company Taiwan Semiconductor(TSM) ($645.76 billion) is scheduled to move next in 2078. It would be the first company based outside the U.S. to reach the goal.Tencent Holdings ($596 billion) will become a $5 trillion company getting on the board in 2083, according XTB.com.The study does not mention Alphabet, parent company of Google, whose valuation is currently close to $1.81 trillion.Growth Prospects That Get You to $5 TrillionIt will take some serious work for Apple, already the world's most valuable company, to double its market cap over the next six years.The most accessible growth opportunity for the company is already being produced by Apple, according to a recent Wells Fargo analyst note on the company.\"While Apple's Mac revenue only accounts for about 10% of total revenue, we have seen Apple become increasingly vocal about the adoption of Macs in the enterprise space,\" analyst Aaron Rakers said.\"When this productivity increase is scaled across a large enterprise/organization with hundreds of developers, the savings could justify upgrading entire fleets of Macs, perhaps sooner than dictated by the typical three-to-four-year upgrade cycle.\"Meanwhile Microsoft is making big bets on gaming as a growth driver in the near-term.Microsoft paid $75 billion, including debt, to buyvideo game studio Activision last month.\"Gaming is the most dynamic and exciting category in entertainment across all platforms today and will play a key role in the development of metaverse platforms,” said Microsoft CEO Satya Nadella.Amazon has its fingers in everything. It's mainstay package delivery business continues to expand as the company saw its net income nearly double from last year to $14.3 billion.But its Amazon Web Services business could be the biggest factor in getting the company to $5 trillion.AWS saw its operating income rise 48.5% year over year to $5.3 billion.Additionally, the company raised the price of its Prime delivery service to $14.99 from $12.99 per month with the new price slated to go into effect this week.","news_type":1,"symbols_score_info":{"AMZN":0.9,"AAPL":0.9,"TSLA":0.9,"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633479068,"gmtCreate":1644302008498,"gmtModify":1644302008806,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633479068","repostId":"1189839329","repostType":2,"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633559539,"gmtCreate":1644237219227,"gmtModify":1644237219574,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633559539","repostId":"1167512836","repostType":2,"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639769734,"gmtCreate":1643458550222,"gmtModify":1643458555552,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639769734","repostId":"1126017084","repostType":4,"repost":{"id":"1126017084","kind":"news","pubTimestamp":1643441538,"share":"https://www.laohu8.com/m/news/1126017084?lang=zh_CN&edition=full","pubTime":"2022-01-29 15:32","market":"us","language":"en","title":"Why Mastercard Stock Blasted 9% Higher Today<blockquote>为什么万事达卡股价今天飙升9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126017084","media":"Motley Fool","summary":"Mastercard exited 2021 in style, delivering a fourth quarter that handily beat estimates and demonst","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/MA\"><b>Mastercard</b></a> exited 2021 in style, delivering a fourth quarter that handily beat estimates and demonstrated that the company&#39;s business is continuing to grow robustly. After it posted those quarterly figures early on Thursday, several analysts upped their price targets on the stock the following day. These developments drew investors back to the payment card giant&#39;s shares, which closed over 9% higher.</p><p><blockquote><html><head></head><body><a href=\"https://laohu8.com/S/MA\"><b>万事达卡</b></a>以时尚的方式结束了2021年，第四季度的业绩轻松超出了预期，并表明公司的业务正在继续强劲增长。在周四早些时候公布这些季度数据后，几位分析师第二天上调了该股的目标价。这些事态发展吸引了投资者重新买入这家支付卡巨头的股票，该股收盘上涨超过9%。</body></html></blockquote></p><p>So what</p><p><blockquote>那又怎样</blockquote></p><p>For the quarter, Mastercard&#39;s net revenue surged 27% higher year over year to $5.2 billion, whilenon-GAAP(adjusted) net income improved by 41% to $2.3 billion ($2.35 per share). On average, analysts had been forecasting $5.17 billion on the top line, with an adjusted per-share net profit of only $2.21.</p><p><blockquote>本季度，万事达卡的净收入同比增长27%，达到52亿美元，而非GAAP（调整后）净利润增长41%，达到23亿美元（每股2.35美元）。分析师平均预测营收为51.7亿美元，调整后每股净利润仅为2.21美元。</blockquote></p><p>Two of those analysts,<b>Morgan Stanley</b>&#39;s James Faucette and BMO Capital&#39;s James Fotheringham, both raised their price targets on Mastercard stock in the wake of the earnings release.</p><p><blockquote>其中两位分析师，<b>摩根士丹利</b>财报发布后，詹姆斯·福塞特(James Faucette)和BMO Capital的詹姆斯·福泽林汉姆(James Fotheringham)均上调了万事达卡股票的目标价。</blockquote></p><p>Both did so incrementally, with Faucette adding $1 for a new target of $449 per share and Fotheringham lifting his by $2 to $401. Both analysts are also reiterating the equivalent of a buy recommendation on the stock.</p><p><blockquote>两家公司都是逐步这样做的，Faucette将新目标提高了1美元，达到每股449美元，Fotheringham将目标提高了2美元，达到401美元。两位分析师还重申了对该股的买入建议。</blockquote></p><p>In particular, Faucette is cheered by the resilience of consumer spending on travel, an important part of the company&#39;s business.</p><p><blockquote>福塞特尤其对消费者旅行支出的弹性感到高兴，旅行是该公司业务的重要组成部分。</blockquote></p><p>&#34;We found it encouraging that [Mastercard management] reiterated their expectation that cross-border travel can return to 2019&#39;s levels by year-end 2022, despite market concern that omicron and/or potential future variants may have pushed the outlook,&#34; the analyst wrote in a new research note.</p><p><blockquote>该分析师表示：“我们发现令人鼓舞的是，[万事达卡管理层]重申了他们的预期，即跨境旅行可以在2022年底前恢复到2019年的水平，尽管市场担心奥密克戎和/或潜在的未来变体可能会影响前景。”在一份新的研究报告中写道。</blockquote></p><p>Now what</p><p><blockquote>现在怎么办</blockquote></p><p>While thetravel sectorhas been admirably resilient in the face of the coronavirus lately, it&#39;s set to really take off (no pun intended) when/if the threat recedes sharply. On top of that, the &#34;war on cash&#34; isn&#39;t over, and the best digital and card payment processors are on the winning side. Both trends were apparent in Mastercard&#39;s Q4, so its Friday share price pop was entirely justified.</p><p><blockquote>虽然旅游业最近在面对冠状病毒时表现出令人钦佩的弹性，但当/如果威胁急剧消退时，它将真正起飞（没有双关语的意思）。最重要的是，“现金战争”还没有结束，最好的数字和卡支付处理器是赢家。这两种趋势在万事达卡第四季度都很明显，因此其周五股价上涨是完全合理的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Mastercard Stock Blasted 9% Higher Today<blockquote>为什么万事达卡股价今天飙升9%</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 Mastercard Stock Blasted 9% Higher Today<blockquote>为什么万事达卡股价今天飙升9%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-29 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/MA\"><b>Mastercard</b></a> exited 2021 in style, delivering a fourth quarter that handily beat estimates and demonstrated that the company&#39;s business is continuing to grow robustly. After it posted those quarterly figures early on Thursday, several analysts upped their price targets on the stock the following day. These developments drew investors back to the payment card giant&#39;s shares, which closed over 9% higher.</p><p><blockquote><html><head></head><body><a href=\"https://laohu8.com/S/MA\"><b>万事达卡</b></a>以时尚的方式结束了2021年，第四季度的业绩轻松超出了预期，并表明公司的业务正在继续强劲增长。在周四早些时候公布这些季度数据后，几位分析师第二天上调了该股的目标价。这些事态发展吸引了投资者重新买入这家支付卡巨头的股票，该股收盘上涨超过9%。</body></html></blockquote></p><p>So what</p><p><blockquote>那又怎样</blockquote></p><p>For the quarter, Mastercard&#39;s net revenue surged 27% higher year over year to $5.2 billion, whilenon-GAAP(adjusted) net income improved by 41% to $2.3 billion ($2.35 per share). On average, analysts had been forecasting $5.17 billion on the top line, with an adjusted per-share net profit of only $2.21.</p><p><blockquote>本季度，万事达卡的净收入同比增长27%，达到52亿美元，而非GAAP（调整后）净利润增长41%，达到23亿美元（每股2.35美元）。分析师平均预测营收为51.7亿美元，调整后每股净利润仅为2.21美元。</blockquote></p><p>Two of those analysts,<b>Morgan Stanley</b>&#39;s James Faucette and BMO Capital&#39;s James Fotheringham, both raised their price targets on Mastercard stock in the wake of the earnings release.</p><p><blockquote>其中两位分析师，<b>摩根士丹利</b>财报发布后，詹姆斯·福塞特(James Faucette)和BMO Capital的詹姆斯·福泽林汉姆(James Fotheringham)均上调了万事达卡股票的目标价。</blockquote></p><p>Both did so incrementally, with Faucette adding $1 for a new target of $449 per share and Fotheringham lifting his by $2 to $401. Both analysts are also reiterating the equivalent of a buy recommendation on the stock.</p><p><blockquote>两家公司都是逐步这样做的，Faucette将新目标提高了1美元，达到每股449美元，Fotheringham将目标提高了2美元，达到401美元。两位分析师还重申了对该股的买入建议。</blockquote></p><p>In particular, Faucette is cheered by the resilience of consumer spending on travel, an important part of the company&#39;s business.</p><p><blockquote>福塞特尤其对消费者旅行支出的弹性感到高兴，旅行是该公司业务的重要组成部分。</blockquote></p><p>&#34;We found it encouraging that [Mastercard management] reiterated their expectation that cross-border travel can return to 2019&#39;s levels by year-end 2022, despite market concern that omicron and/or potential future variants may have pushed the outlook,&#34; the analyst wrote in a new research note.</p><p><blockquote>该分析师表示：“我们发现令人鼓舞的是，[万事达卡管理层]重申了他们的预期，即跨境旅行可以在2022年底前恢复到2019年的水平，尽管市场担心奥密克戎和/或潜在的未来变体可能会影响前景。”在一份新的研究报告中写道。</blockquote></p><p>Now what</p><p><blockquote>现在怎么办</blockquote></p><p>While thetravel sectorhas been admirably resilient in the face of the coronavirus lately, it&#39;s set to really take off (no pun intended) when/if the threat recedes sharply. On top of that, the &#34;war on cash&#34; isn&#39;t over, and the best digital and card payment processors are on the winning side. Both trends were apparent in Mastercard&#39;s Q4, so its Friday share price pop was entirely justified.</p><p><blockquote>虽然旅游业最近在面对冠状病毒时表现出令人钦佩的弹性，但当/如果威胁急剧消退时，它将真正起飞（没有双关语的意思）。最重要的是，“现金战争”还没有结束，最好的数字和卡支付处理器是赢家。这两种趋势在万事达卡第四季度都很明显，因此其周五股价上涨是完全合理的。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/28/why-mastercard-stock-blasted-9-higher-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":{"MA":"万事达"},"source_url":"https://www.fool.com/investing/2022/01/28/why-mastercard-stock-blasted-9-higher-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126017084","content_text":"Mastercard exited 2021 in style, delivering a fourth quarter that handily beat estimates and demonstrated that the company's business is continuing to grow robustly. After it posted those quarterly figures early on Thursday, several analysts upped their price targets on the stock the following day. These developments drew investors back to the payment card giant's shares, which closed over 9% higher.So whatFor the quarter, Mastercard's net revenue surged 27% higher year over year to $5.2 billion, whilenon-GAAP(adjusted) net income improved by 41% to $2.3 billion ($2.35 per share). On average, analysts had been forecasting $5.17 billion on the top line, with an adjusted per-share net profit of only $2.21.Two of those analysts,Morgan Stanley's James Faucette and BMO Capital's James Fotheringham, both raised their price targets on Mastercard stock in the wake of the earnings release.Both did so incrementally, with Faucette adding $1 for a new target of $449 per share and Fotheringham lifting his by $2 to $401. Both analysts are also reiterating the equivalent of a buy recommendation on the stock.In particular, Faucette is cheered by the resilience of consumer spending on travel, an important part of the company's business.\"We found it encouraging that [Mastercard management] reiterated their expectation that cross-border travel can return to 2019's levels by year-end 2022, despite market concern that omicron and/or potential future variants may have pushed the outlook,\" the analyst wrote in a new research note.Now whatWhile thetravel sectorhas been admirably resilient in the face of the coronavirus lately, it's set to really take off (no pun intended) when/if the threat recedes sharply. On top of that, the \"war on cash\" isn't over, and the best digital and card payment processors are on the winning side. Both trends were apparent in Mastercard's Q4, so its Friday share price pop was entirely justified.","news_type":1,"symbols_score_info":{"MA":0.9}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630988327,"gmtCreate":1642664635167,"gmtModify":1642664635480,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630988327","repostId":"1178411704","repostType":4,"repost":{"id":"1178411704","kind":"news","pubTimestamp":1642649050,"share":"https://www.laohu8.com/m/news/1178411704?lang=zh_CN&edition=full","pubTime":"2022-01-20 11:24","market":"us","language":"en","title":"Cathie Wood's Ark Trims Exposure In Netflix Ahead Of Earnings Report<blockquote>凯西·伍德(Cathie Wood)的方舟在财报发布前削减了在Netflix的敞口</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178411704","media":"Benzinga","summary":"Cathie Wood’s money managing firm Ark Investment Management on Wednesday further lowered its exposur","content":"<p><div> Cathie Wood’s money managing firm Ark Investment Management on Wednesday further lowered its exposure in the streaming video-on-demand company Netflix Inc NFLX +0.99% ahead of its quarterly earnings ...</p><p><blockquote><div>凯西·伍德(Cathie Wood)的资金管理公司Ark Investment Management周三在发布季度财报之前进一步降低了对流媒体视频点播公司Netflix Inc NFLX的敞口。</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/22/01/25125646/cathie-woods-ark-trims-exposure-in-netflix-ahead-of-earnings-report\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/22/01/25125646/cathie-woods-ark-trims-exposure-in-netflix-ahead-of-earnings-report\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Trims Exposure In Netflix Ahead Of Earnings Report<blockquote>凯西·伍德(Cathie Wood)的方舟在财报发布前削减了在Netflix的敞口</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\">\nCathie Wood's Ark Trims Exposure In Netflix Ahead Of Earnings Report<blockquote>凯西·伍德(Cathie Wood)的方舟在财报发布前削减了在Netflix的敞口</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2022-01-20 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Cathie Wood’s money managing firm Ark Investment Management on Wednesday further lowered its exposure in the streaming video-on-demand company Netflix Inc NFLX +0.99% ahead of its quarterly earnings ...</p><p><blockquote><div>凯西·伍德(Cathie Wood)的资金管理公司Ark Investment Management周三在发布季度财报之前进一步降低了对流媒体视频点播公司Netflix Inc NFLX的敞口。</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/22/01/25125646/cathie-woods-ark-trims-exposure-in-netflix-ahead-of-earnings-report\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/22/01/25125646/cathie-woods-ark-trims-exposure-in-netflix-ahead-of-earnings-report\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/22/01/25125646/cathie-woods-ark-trims-exposure-in-netflix-ahead-of-earnings-report\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ARKX":"ARK Space Exploration & Innovation ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://www.benzinga.com/news/22/01/25125646/cathie-woods-ark-trims-exposure-in-netflix-ahead-of-earnings-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178411704","content_text":"Cathie Wood’s money managing firm Ark Investment Management on Wednesday further lowered its exposure in the streaming video-on-demand company Netflix Inc NFLX +0.99% ahead of its quarterly earnings report.Ark Invest sold 3,000 shares — estimated to be worth $1.5 million based on the latest closing price — in Netflix on Wednesday.Netflix shares closed 0.9% higher at $515.8 a share on Wednesday. The stock is down 13.6% so far this year and is on pace to record its worst monthly performance since October 2018.The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the Ark Space Exploration & Innovation ETF (BATS: ARKX). No other Ark Invest ETF currently owns shares in Netflix.ARKX held 13,332 shares — worth $6.8 million — in Netflix, prior to Wednesday’s trade.Ark Invest had in July trimmed its stake in the video-on-demand company just days after spelling out a bull’s case on the stock. At the time, it said that Netflix would see a “meaningful increment” in revenue if it managed to grab a “fraction” of the highly-competitive video-gaming market.Netflix is scheduled to announce its quarterly financial results after the market closes on Thursday.BofA Securities analyst Nat Schindler has maintained a Buy rating on Netflix with a price target of $750.Here are a few other key Ark Invest trades on Wednesday:Sold 584,565 shares — estimated to be worth $3.2 million — in Skillz Inc SKLZ -2.1% on the dip. Shares of the company closed 1.9% lower at $5.5 a share on Wednesday.","news_type":1,"symbols_score_info":{"ARKK":0.9,"NFLX":0.9,"ARKX":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697784387,"gmtCreate":1642594590712,"gmtModify":1642594591764,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697784387","repostId":"1142919906","repostType":4,"repost":{"id":"1142919906","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":1642575947,"share":"https://www.laohu8.com/m/news/1142919906?lang=zh_CN&edition=full","pubTime":"2022-01-19 15:05","market":"us","language":"en","title":"Tesla Q4 Earnings Are Coming - What To Expect<blockquote>特斯拉第四季度财报即将发布——期待什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142919906","media":"Tiger Newspress","summary":"Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesda","content":"<p><html><head></head><body>Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.</p><p><blockquote><html><head></head><body>特斯拉宣布将在1月26日周三收盘后发布2021年第四季度财报，Elon Musk确认他将回到看涨期权并给出特斯拉产品路线图更新。</body></html></blockquote></p><p><b>Product roadmap update</b></p><p><blockquote><b>产品路线图更新</b></blockquote></p><p>Last year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.</p><p><blockquote>去年，CEO Elon Musk宣布不再出席财报电话会议。</blockquote></p><p>However, Musk said last month that he would be attending the next call to give a “product roadmap update”:</p><p><blockquote>然而，马斯克上个月表示，他将出席下一届看涨期权，给出“产品路线图更新”：</blockquote></p><p>Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.</p><p><blockquote>特斯拉仍然有一些客户渴望了解更多的产品，特别是Cybertruck和Semi。</blockquote></p><p>For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.</p><p><blockquote>例如，百事公司预计将在本月底收到第一批特斯拉Semi交付。马斯克可能会在即将举行的财报看涨期权上为Semi交付以及特斯拉8级卡车生产进展提供更可靠的时间表。</blockquote></p><p>As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.</p><p><blockquote>至于Cybertruck，特斯拉此前曾表示，它已经生产了几款全电动皮卡的alpha原型车。一些人已经在野外发现过几次Cybertruck alpha原型车。</blockquote></p><p>A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.</p><p><blockquote>特斯拉产品路线图将提供该公司未来计划的详细信息。2022年对特斯拉来说可能是重要的一年，特别是考虑到其计划在Giga Texas和Giga Berlin生产汽车。Giga Shanghai还计划通过人民币12亿元（1.88亿美元）的扩建项目来提高产能。</blockquote></p><p><b>Fourth-quarter results are critical</b></p><p><blockquote><b>四季度业绩至关重要</b></blockquote></p><p>Tesla&#39;s fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.</p><p><blockquote>杰富瑞(Jefferies)分析师Philippe Houchois在一份报告中表示，特斯拉第四季度的业绩对于验证第三季度的动态至关重要，该公司可能会从传统汽车制造商中夺取有意义的份额，并在行业利润池中占据不成比例的份额。</blockquote></p><p>Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.</p><p><blockquote>分析师表示，第四季度年产量表明活跃产能为130万辆。他说，加上未充分利用的Model S/X车辆的5万辆和奥斯汀和柏林的60万辆产能，年底的总产能接近200万辆。</blockquote></p><p>Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk&#39;s ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.</p><p><blockquote>上海超级工厂的年产量为71万辆，这表明该工厂正在打破汽车生产规范，实现埃隆·马斯克(Elon Musk)每个工厂生产100万辆的雄心。Houchois说，由于普遍的容量限制，达到这个数字并不是必然的。</blockquote></p><p>Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.</p><p><blockquote>该分析师以纯电动汽车需求加速和汽车订单积压不断增加为由，将2022年销量预期上调12%至151万辆。这是基于奥斯汀和柏林工厂将分别于2月和4月开始生产可交付的Model Y的假设。</blockquote></p><p><b>Tesla gets an upbeat call ahead of earnings</b></p><p><blockquote><b>特斯拉在盈利前获得乐观的看涨期权</b></blockquote></p><p>Credit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.</p><p><blockquote>瑞士信贷分析师丹·利维(Dan Levy)在该公司第四季度财报发布之前上调了该股的目标价。</blockquote></p><p>Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.</p><p><blockquote>利维将目标价从每股830美元上调至1,025美元，称他预计盈利将强于华尔街的预期，但将该股评级维持在相当于持有的水平。</blockquote></p><p>Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.</p><p><blockquote>Levy预计特斯拉2021年第四季度每股收益为2.81美元，而华尔街预计仅为2.25美元。</blockquote></p><p>Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.</p><p><blockquote>除了盈利之外，Levy认为特斯拉股票表现的四个关键：公司提高产能的速度、毛利率的方向、新电池的推出以及产品公告。</blockquote></p><p>Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.</p><p><blockquote>特斯拉将在未来几周内启动两个生产设施，一个在得州奥斯丁，另一个在德国柏林市附近。这基本上将使特斯拉的产能翻倍。</blockquote></p><p>“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.</p><p><blockquote>利维在报告中写道：“在可预见的未来，特斯拉的需求可能会超过供应，特斯拉的产量路径将纯粹取决于其产量。”他预计2022年的交付量将接近150万辆，高于2021年的约936,000辆。利维还预计上海现有工厂今年将提高产量。</blockquote></p><p>The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.</p><p><blockquote>新工厂的启动可能会影响利润率，因为大型新工厂需要一段时间才能开始满负荷运营，但Levy仍预计2022年的毛利率会更好。他认为，汽车价格上涨可以抵消通货膨胀或启动成本带来的任何拖累。</blockquote></p><p>Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.</p><p><blockquote>特斯拉预计还将在2022年推出新的、更大的电池，提供更好的性能和更长的寿命。4680电池的直径为46毫米，高度为80毫米，而目前的电池直径为21毫米，高度为70毫米。特斯拉还在为其新电池重新设计电池组，此举旨在降低生产成本。</blockquote></p><p>The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.</p><p><blockquote>该公司还表示，考虑到目前特斯拉Model 3的起价约为45,000美元，该产品将为特斯拉打开更多汽车市场。利维认为这一消息可能会在今年发布。</blockquote></p><p></p><p>The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.</p><p><blockquote>尽管存在所有这些积极因素，利维仍坚持特斯拉持有评级的原因是该股的高估值。FactSet的数据显示，该股2022年每股收益预期为108倍，而罗素1000增长指数为32倍。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q4 Earnings Are Coming - What To Expect<blockquote>特斯拉第四季度财报即将发布——期待什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q4 Earnings Are Coming - What To Expect<blockquote>特斯拉第四季度财报即将发布——期待什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-01-19 15:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.</p><p><blockquote><html><head></head><body>特斯拉宣布将在1月26日周三收盘后发布2021年第四季度财报，Elon Musk确认他将回到看涨期权并给出特斯拉产品路线图更新。</body></html></blockquote></p><p><b>Product roadmap update</b></p><p><blockquote><b>产品路线图更新</b></blockquote></p><p>Last year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.</p><p><blockquote>去年，CEO Elon Musk宣布不再出席财报电话会议。</blockquote></p><p>However, Musk said last month that he would be attending the next call to give a “product roadmap update”:</p><p><blockquote>然而，马斯克上个月表示，他将出席下一届看涨期权，给出“产品路线图更新”：</blockquote></p><p>Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.</p><p><blockquote>特斯拉仍然有一些客户渴望了解更多的产品，特别是Cybertruck和Semi。</blockquote></p><p>For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.</p><p><blockquote>例如，百事公司预计将在本月底收到第一批特斯拉Semi交付。马斯克可能会在即将举行的财报看涨期权上为Semi交付以及特斯拉8级卡车生产进展提供更可靠的时间表。</blockquote></p><p>As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.</p><p><blockquote>至于Cybertruck，特斯拉此前曾表示，它已经生产了几款全电动皮卡的alpha原型车。一些人已经在野外发现过几次Cybertruck alpha原型车。</blockquote></p><p>A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.</p><p><blockquote>特斯拉产品路线图将提供该公司未来计划的详细信息。2022年对特斯拉来说可能是重要的一年，特别是考虑到其计划在Giga Texas和Giga Berlin生产汽车。Giga Shanghai还计划通过人民币12亿元（1.88亿美元）的扩建项目来提高产能。</blockquote></p><p><b>Fourth-quarter results are critical</b></p><p><blockquote><b>四季度业绩至关重要</b></blockquote></p><p>Tesla&#39;s fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.</p><p><blockquote>杰富瑞(Jefferies)分析师Philippe Houchois在一份报告中表示，特斯拉第四季度的业绩对于验证第三季度的动态至关重要，该公司可能会从传统汽车制造商中夺取有意义的份额，并在行业利润池中占据不成比例的份额。</blockquote></p><p>Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.</p><p><blockquote>分析师表示，第四季度年产量表明活跃产能为130万辆。他说，加上未充分利用的Model S/X车辆的5万辆和奥斯汀和柏林的60万辆产能，年底的总产能接近200万辆。</blockquote></p><p>Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk&#39;s ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.</p><p><blockquote>上海超级工厂的年产量为71万辆，这表明该工厂正在打破汽车生产规范，实现埃隆·马斯克(Elon Musk)每个工厂生产100万辆的雄心。Houchois说，由于普遍的容量限制，达到这个数字并不是必然的。</blockquote></p><p>Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.</p><p><blockquote>该分析师以纯电动汽车需求加速和汽车订单积压不断增加为由，将2022年销量预期上调12%至151万辆。这是基于奥斯汀和柏林工厂将分别于2月和4月开始生产可交付的Model Y的假设。</blockquote></p><p><b>Tesla gets an upbeat call ahead of earnings</b></p><p><blockquote><b>特斯拉在盈利前获得乐观的看涨期权</b></blockquote></p><p>Credit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.</p><p><blockquote>瑞士信贷分析师丹·利维(Dan Levy)在该公司第四季度财报发布之前上调了该股的目标价。</blockquote></p><p>Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.</p><p><blockquote>利维将目标价从每股830美元上调至1,025美元，称他预计盈利将强于华尔街的预期，但将该股评级维持在相当于持有的水平。</blockquote></p><p>Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.</p><p><blockquote>Levy预计特斯拉2021年第四季度每股收益为2.81美元，而华尔街预计仅为2.25美元。</blockquote></p><p>Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.</p><p><blockquote>除了盈利之外，Levy认为特斯拉股票表现的四个关键：公司提高产能的速度、毛利率的方向、新电池的推出以及产品公告。</blockquote></p><p>Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.</p><p><blockquote>特斯拉将在未来几周内启动两个生产设施，一个在得州奥斯丁，另一个在德国柏林市附近。这基本上将使特斯拉的产能翻倍。</blockquote></p><p>“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.</p><p><blockquote>利维在报告中写道：“在可预见的未来，特斯拉的需求可能会超过供应，特斯拉的产量路径将纯粹取决于其产量。”他预计2022年的交付量将接近150万辆，高于2021年的约936,000辆。利维还预计上海现有工厂今年将提高产量。</blockquote></p><p>The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.</p><p><blockquote>新工厂的启动可能会影响利润率，因为大型新工厂需要一段时间才能开始满负荷运营，但Levy仍预计2022年的毛利率会更好。他认为，汽车价格上涨可以抵消通货膨胀或启动成本带来的任何拖累。</blockquote></p><p>Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.</p><p><blockquote>特斯拉预计还将在2022年推出新的、更大的电池，提供更好的性能和更长的寿命。4680电池的直径为46毫米，高度为80毫米，而目前的电池直径为21毫米，高度为70毫米。特斯拉还在为其新电池重新设计电池组，此举旨在降低生产成本。</blockquote></p><p>The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.</p><p><blockquote>该公司还表示，考虑到目前特斯拉Model 3的起价约为45,000美元，该产品将为特斯拉打开更多汽车市场。利维认为这一消息可能会在今年发布。</blockquote></p><p></p><p>The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.</p><p><blockquote>尽管存在所有这些积极因素，利维仍坚持特斯拉持有评级的原因是该股的高估值。FactSet的数据显示，该股2022年每股收益预期为108倍，而罗素1000增长指数为32倍。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142919906","content_text":"Tesla announced that it will release its Q4, 2021 earnings report after the closing bell on Wednesday, January 26, and Elon Musk confirmed that he will come back to the call and give a Tesla product roadmap update.Product roadmap updateLast year, CEO Elon Musk announced that he wouldn’t attend the earnings conference call anymore.However, Musk said last month that he would be attending the next call to give a “product roadmap update”:Tesla still has a few products customers are eager to know more about, particularly the Cybertruck and Semi.For example, PepsiCo is expected to receive its first batch of Tesla Semi deliveries at the end of this month. Musk might provide a more solid timeframe for Semi deliveries and Tesla’s progress on Class 8 truck’s production at the upcoming earnings call.As for the Cybertruck, Tesla had previously stated that it already produced a few alpha prototypes of the all-electric pickup. A few people have already spotted the Cybertruck alpha prototypes in the wild a few times.A Tesla product roadmap would provide details on the company’s plans moving forward. 2022 is likely to be a big year for Tesla, especially considering its plans to produce vehicles at Giga Texas and Giga Berlin. Giga Shanghai also plans to increase production capacity with an RMB 1.2B ($188 million) expansion project.Fourth-quarter results are criticalTesla's fourth-quarter results are critical to validate the third-quarter dynamics that could see the company carving out meaningful share from legacy automakers and claim a disproportionate share of the industry profit pool, Jefferies analyst Philippe Houchois said in a note.Annualizing fourth-quarter production suggests active capacity of 1.3 million units, the analyst said. Adding 50,000 units for the underused Model S/X vehicles and 600,000-unit capacity for Austin and Berlin, total capacity for the year end is close to 2 million units, he said.Annualized production of 710,000 at Giga Shanghai shows the facility is breaking out of automotive production norms toward Elon Musk's ambition that each site should produce 1 million units. Reaching that number, Houchois said, is not a given due to general capacity constraints.Citing acceleration in BEV demand and a growing backlog of vehicle orders, the analyst raised his 2022 sales forecast up by 12% to 1.51 million units. This is based on the assumption that the Austin and Berlin factories will start producing deliverable Model Ys in February and April, respectively.Tesla gets an upbeat call ahead of earningsCredit Suisse analyst Dan Levy raised his target price for the shares ahead of the company’s fourth-quarter earnings report.Levy increased his target price to $1,025 from $830 a share, saying he expects earnings to be stronger than Wall Street has penciled in, but kept his rating on the shares at the equivalent of Hold.Levy projects Tesla will earn $2.81 a share for the fourth quarter of 2021, while Wall Street is looking for just $2.25.Beyond earnings, Levy sees four keys to the performance of Tesla shares: How fast the company increases production capacity, the direction of gross profit margins, the introduction of new batteries, and product announcements.Tesla is starting up two production facilities in coming weeks, one in Austin, Texas, and the other near Berlin, Germany. That will essentially double Tesla’s production capacity.“With Tesla’s demand exceeding supply likely for the foreseeable future, Tesla’s path of volume will be purely a function of its production,” wrote Levy in his report. He projects almost 1.5 million deliveries in 2022, up from about 936,000 in 2021. Levy also expects the existing plant in Shanghai to boost its production this year.The start of the new plants could weigh on margins because it takes a while for a huge new facility to begin operating at capacity, but Levy still expects better gross profit margins in 2022. He believes higher vehicle prices can offset any drag from inflation or start-up costs.Tesla is also expected to debut new, larger batteries, offering better performance and longer life, in 2022. The 4680 cells have a diameter of 46 millimeters and height of 80 millimeters, while the current batteries are 21 millimeters in diameter and 70 millimeters high. Tesla is also redesigning the battery pack for its new batteries, a move that is intended to reduce production costs.The company has also said a $25,000 EV is in the cards, a product that would open up more of the car market to Tesla, given that a Tesla Model 3 starts at about $45,000 today. Levy thinks that the announcement could come this year.The reason Levy is sticking with a Hold rating on Tesla despite all those positive factors is the stock’s lofty valuation. The stock trades at 108 times the per-share earnings expected for 2022, according to FactSet, compared with 32 times for the Russell 1000 Growth index.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697875648,"gmtCreate":1642422471824,"gmtModify":1642422472100,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697875648","repostId":"1131862461","repostType":4,"repost":{"id":"1131862461","kind":"news","pubTimestamp":1642412568,"share":"https://www.laohu8.com/m/news/1131862461?lang=zh_CN&edition=full","pubTime":"2022-01-17 17:42","market":"us","language":"en","title":"Moderna: High Upside Potential At Current Prices<blockquote>Moderna：当前价格上涨潜力巨大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131862461","media":"Seeking Alpha","summary":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity.</li><li>Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.</li><li>Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.</li><li>One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.</li><li>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466434ab0d3291095a83741482c15948\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Maddie Meyer/Getty Images News</span></p><p><blockquote><ul><li>Moderna不仅开发了COVID-19疫苗，还扩大了公司的mRNA生产能力，从而拥有显着的先发竞争优势。</li><li>Moderna最近报告了COVID-19对2021年产品销售额的初步估计约为175亿美元。</li><li>近日，新加坡发布数据显示，Moderna疫苗接种者中新冠肺炎死亡人数最低。</li><li>Moderna在潜在的mRNA竞争中保持领先地位的方法之一是利用其153亿美元的现金和32亿美元的自由现金流继续在全球范围内建立重要的mRNA制造能力。</li><li>Moderna较497.49美元的历史高点回调58%，为激进的增长投资者提供了买入一家具有巨大上涨潜力的公司的机会。</li></ul><p class=\"t-img-caption\"><span>麦迪·迈耶/盖蒂图片社新闻</span></p></blockquote></p><p>Moderna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world&#39;s most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.</p><p><blockquote>Moderna（纳斯达克：MRNA）作为开发世界上最先进的mRNA平台的先行者，具有极高的优势。mRNA技术是帮助预防或治愈人类已知的一些最棘手疾病的最有前途的潜在解决方案之一，Moderna不仅开发了最先进的mRNA平台，还在全球范围内建立了重要的mRNA制造能力。有许多公司处于开发mRNA技术的不同阶段，但很少有公司像Moderna那样在开发mRNA技术以及拥有生产数十亿剂疫苗的制造能力和其他商业基础设施方面取得了进步。每年的疫苗。目前，唯一同时拥有先进mRNA技术知识和制造能力与Moderna在同一舞台上竞争的公司是BioNTech（纳斯达克股票代码：BNTX）-辉瑞（纽约证券交易所股票代码：PFE）合作伙伴。</blockquote></p><p>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna&#39;s first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.</p><p><blockquote>Moderna不仅开发了COVID-19疫苗，还扩大了公司的mRNA生产能力，从而拥有显着的先发竞争优势。在实验室环境中生产mRNA是一回事，但在世界各地监管机构批准的生产基地安全地大规模生产有效的疫苗则完全是另一回事。Moderna的先发优势已转化为来自COVID-19销售的巨额现金，该公司可以通过投资推进mRNA技术、改进mRNA制造工艺以及在全球范围内建立强大的制造能力来进一步保持领先地位。Moderna在开发世界上最深的药物管道之一方面也进展顺利。</blockquote></p><p>While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna&#39;s mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna&#39;s stock today.</p><p><blockquote>虽然先发优势并不完全是护城河，但至少在未来几年内，Moderna应该在开发许多不同的基于mRNA的疗法或疫苗来治疗许多难以治疗的疾病方面享有显着的领先地位。Moderna目前拥有40个不同的药物开发项目，对于这样一家相对年轻的生物技术公司来说，这几乎是闻所未闻的，两年前它还只是一个研究机构。最终，Moderna的mRNA平台和制造能力应该会给今天购买Moderna股票的投资者带来显着的长期上涨空间。</blockquote></p><p>Advantages of mRNA Technology</p><p><blockquote>mRNA技术的优势</blockquote></p><p>The reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.</p><p><blockquote>Moderna之所以能够快速开发出COVID-19解决方案，同时继续建立大量药物开发项目，是因为mRNA技术的性质。</blockquote></p><p>The development and manufacturing of mRNA for use as therapeutics<i>and</i>vaccines are comparatively simple, scalable<i>and</i>extremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people&#39;s arms. Eventually, this response time could shrink to matter of a few months.</p><p><blockquote>用作治疗剂的mRNA的开发和制造<i>和</i>疫苗相对简单、可扩展<i>和</i>速度极快。资料来源：Millapore Sigma与传统药物制造相比，mRNA平台有许多优势。对新冠肺炎疫情的反应证明了mRNA平台的主要优势，即能够获取病毒序列，并在非常短的时间内从开发、临床试验、批准到大规模生产疫苗。随着Moderna和其他公司获得更多经验，监管机构对mRNA技术越来越熟悉，我可以预见未来有一天，发现强毒病毒到疫苗临床试验、疫苗批准和大规模生产的反应时间疫苗可能会显着缩短。现在看来，从病毒发现到最终投入人们的怀抱，大约需要9个月到一年的时间。最终，这个响应时间可能会缩短到几个月。</blockquote></p><p></p><p>Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.</p><p><blockquote>Omnicron在2021年11月24日左右首次被确定为变种。Moderna首席执行官Stéphane Bancel在接受CNBC采访时表示，Omnicron疫苗的临床试验将很快开始，Omnicron疫苗应该会在秋季上市。这种对传染病的快速反应在以前是闻所未闻的，随着时间的推移，mRNA平台公司不仅可以熟练快速生产针对特定病毒的疫苗，还可以熟练生产针对特定病毒株的疫苗，在世界的特定地区。我认为Moderna正在世界不同国家和地区建设生产能力的原因之一是，疫苗最终将不再是一刀切的，而是更多地沿着区域生产基地的路线，为该特定地区最流行的病毒和病毒株生产特定疫苗。</blockquote></p><p>Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.</p><p><blockquote>mRNA平台的另一个潜在的巨大优势是灵活性。理论上，mRNA制造厂可以相对快速地转向生产任何其他基于mRNA的药物。例如，生产COVID-19疫苗的mRNA工厂可能会迅速转向生产埃博拉疫苗。这与许多传统药物的制造过程形成对比，传统药物需要专门的工厂来生产药物。这可能会使生产多种不同类型药物的资本支出远低于传统药品制造商。</blockquote></p><p>The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.</p><p><blockquote>新冠肺炎·疫情强调了改变疫苗是多么容易，只需将Moderna想要针对的任何病毒的基因序列插入其基本mRNA平台。这不仅有助于攻击不同的新冠肺炎病毒株，还意味着Moderna有能力使用任何病毒的序列，无论是流感、艾滋病毒、巨细胞病毒、结核病、寨卡病毒还是狂犬病，并快速生产出可供测试的疫苗。</blockquote></p><p><b>COVID-19 Progress</b></p><p><blockquote><b>COVID-19进展</b></blockquote></p><p>COVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.</p><p><blockquote>新冠肺炎在短短两年内彻底改变了Moderna的命运。直到2020年，Moderna只是一家鲜为人知的药物研究机构，收入很少，但作为第二家将针对COVID-19的可行疫苗引入美国市场的公司，Moderna在全球范围内广为人知，该公司已经建立了一个巨大的品牌，即将成为制药行业的巨头。</blockquote></p><p>There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:</p><p><blockquote>有现实世界的证据表明，到目前为止，Moderna已经生产出了最有效的新冠肺炎疫苗。来自世界各地的数据支持美国III期数据显示的非常强的疗效。最近，新加坡发布的数据显示，Moderna服用者中新冠肺炎死亡人数最低。新加坡有802人死亡，其中70%未接种疫苗。在Moderna、辉瑞-BioNTech、国药控股和科兴疫苗之间，Moderna的死亡率最低：</blockquote></p><p><ul><li>11 deaths per 100,000: Sinovac</li><li>7.8 deaths per 100,000: Sinopharm</li><li>6.2 deaths per 100,000: Pfizer/BioNTech</li><li>1 death per 100,000: Moderna</li></ul>Over the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna&#39;s COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.</p><p><blockquote><ul><li>每10万人中有11人死亡：科兴</li><li>每10万人中有7.8人死亡：国药集团</li><li>每100,000人中有6.2人死亡：辉瑞/BioNTech</li><li>每10万人中有1人死亡：Moderna</li></ul>2021年期间，Moderna向世界各地运送了8.07亿剂Moderna的COVID-19疫苗Spikevax，其中约25%运往低收入和中等收入国家。Moderna最近在1月10日摩根大通第40届年度医疗保健会议上报告称，2021年Spikevax产品销售额的初步估计约为175亿美元。</blockquote></p><p>Because of the huge demand for Moderna&#39;s vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.</p><p><blockquote>由于全球对Moderna疫苗的巨大需求，在2021年的相当一部分时间里，该公司的供应受到限制，但这种情况现在开始扭转。Moderna首席执行官Stephane Bancel将供应限制的原因归因于Moderna的剂量高于辉瑞-BioNTech疫苗。较高的剂量会极大地消耗制造资源。此后，Moderna在2021年期间建立了额外的制造能力，现在能够更好地满足COVID-19的需求。第四季度，Moderna出货量为3亿剂，运行率为12亿剂。Moderna认为，如果有必要，他们可以在2022年生产20亿至30亿剂加强剂。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f41315e4b985027121aaf2dfca75dc71\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>Moderna Spikevax advanced purchase agreements</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna Spikevax提前购买协议</span></p></blockquote></p><p></p><p>Because COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (&#34;APA&#34;) and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of &#39;22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.</p><p><blockquote>由于COVID-19疫苗制造商最近不得不与新变种玩打地鼠游戏，因此对Spikevax的需求仍在上升。从上图可以看出，从11月4日到1月10日，Moderna额外获得了15亿美元的预购协议（“APA”）和5亿美元的期权，这些数字大多在上半年占很大比重。年。Moderna仍在与许多国家进行讨论，讨论是否需要添加额外的疫苗来应对22年秋季进入冬季的问题。我预计，当该说的都说了，该做的都做了，Moderna可能会在今年签署更多的APA。因此，看起来2022年可能会再次成为Moderna的又一个辉煌的一年。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1246421e026d6fd58bec48546a19260\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>How COVID-19 is likely to evolve</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19可能如何演变</span></p></blockquote></p><p>Currently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna&#39;s post pandemic plan to replace the likely COVID-19 vaccine declining revenues?</p><p><blockquote>目前，世界正处于变异再感染浪潮中，这可能会持续到2022年，但到2023年，新冠肺炎应该会变得更加季节性和地方性。预计未来几年发病率会越来越低，一两年内，新冠肺炎很有可能会更像今天的流感。大流行后，新冠肺炎预计主要只影响50岁以上的人、医护人员、免疫功能低下的人和其他高危人群。这些群体可能需要加强剂，以确保他们不会患上严重疾病和住院。随着COVID-19的消退，对Spikevax的需求可能会在2023年至2024年期间开始下降。这就是为什么有人一直预测Moderna的收入会下降。那么，Moderna的后疫情计划是什么，以取代可能下降的新冠肺炎疫苗收入？</blockquote></p><p><b>Moderna&#39;s Plan Moving Forward</b></p><p><blockquote><b>Moderna的计划向前推进</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9965c1224ac3e57e5a4c764bbb50975\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna Product Strategy in 2022</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna 2022年产品策略</span></p></blockquote></p><p>The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.</p><p><blockquote>Moderna计划应对新冠肺炎疫苗可能下降的最初方法是将不同的季节性呼吸道疫苗捆绑在一起，形成一种疫苗。获得新冠肺炎特定疫苗的日子似乎正在过去，泛呼吸道疫苗可能会非常有效地与任何只有新冠肺炎解决方案才进入市场的落后者竞争。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4995949c9a253ebe6663e2deeb5ccce3\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna vision for pan-respiratory vaccine</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna泛呼吸道疫苗愿景</span></p></blockquote></p><p>Moderna&#39;s vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn&#39;t be surprised if a pan-respiratory vaccine starts to appear within two years.</p><p><blockquote>Moderna的愿景是，随着时间的推移，可以定制年度单剂量泛呼吸加强剂，以适应不同的人口统计、不同的地理位置和不同的呼吸道疾病。最终，Moderna甚至希望针对特定地区的特定呼吸道疾病毒株。如果泛呼吸道疫苗在两年内开始出现，我不会感到惊讶。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb027ec45a0750fdcd8b65307c4008d1\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>Moderna Strategy After COVID-19</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19后的Moderna战略</span></p></blockquote></p><p>Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax&#39;s pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax&#39;s pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.</p><p><blockquote>与Novavax（纳斯达克股票代码：NVAX）等公司的疫苗技术不同，mRNA可用于传染病之外的许多其他不同目的。Novavax的管道仅包括9个项目，针对除COVID-19以外的5种其他传染病。Novavax的大部分管道主要与呼吸道疾病有关，只有一种直接接触的潜伏病毒Ebola出现在名单上。</blockquote></p><p>In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna&#39;s most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.</p><p><blockquote>相比之下，Moderna在开发针对多种潜伏病毒的解决方案方面遥遥领先，这些病毒比埃博拉病毒流行得多。第一批被瞄准并已经进入临床试验的是巨细胞病毒和EBV，HIV很快就会开始试验。CMV是Moderna在研发中最先进的药物，第一位患者已经在III期试验中接受了给药。除了CMV、EBV和HIV，还有许多其他未公开的潜伏病毒正在实验室中研究。</blockquote></p><p></p><p>The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics&#39; engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won&#39;t go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics&#39; CAR-Macrophage&#39;s technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.</p><p><blockquote>Moderna优先考虑的下一个领域是使用mRNA技术开发疗法，该技术使该公司能够生产肿瘤产品、心脏产品、罕见遗传病产品和自身免疫性疾病产品。对于Moderna来说，这是一个具有巨大优势的领域。Moderna将使用全新的方法来开发抗癌解决方案，并为目前没有重要解决方案的疾病开发解决方案。最近，Moderna与Carisma Therapeutics建立了合作伙伴关系。Moderna计划将其mRNA技术与Carisma Therapeutics的工程巨噬细胞技术相结合，开发针对实体瘤癌症的解决方案。这一点之所以重要，是因为虽然自体CAR-T在血红素恶性肿瘤（血癌）中有非常好的数据，但它们在实体瘤中并不是很有效，80%的癌症患者死于实体瘤。我不会深入探讨其背后的科学，但科学家知道CAR-T对实体瘤不那么有效的原因，两家公司都认为Carisma Therapeutics的CAR-Macrophage技术与mRNA技术相结合可以产生革命性的新方法，从根本上治愈最普遍和最难治疗的癌症死亡形式，即实体瘤。</blockquote></p><p>Moderna&#39;s deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients&#39; own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.</p><p><blockquote>Moderna在mRNA和LNP技术方面的深厚专业知识为工程巨噬细胞带来了潜在的改变游戏规则的机会。体内直接递送至单核细胞和巨噬细胞实现了使用患者自身细胞提供真正个性化治疗的现成治疗方法。资料来源：Steven Kelly，CarismaRight总裁兼首席执行官现在，没有办法考虑到Moderna可能开发出一种明显更好的解决方案来攻击并可能治愈实体瘤癌症的优势。像Moderna与Carisma这样的合作伙伴关系可能产生的疗法可能会产生与COVID-19疫苗一样大的本垒打，如果不是更大的话。</blockquote></p><p>The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.</p><p><blockquote>Moderna正在开发使用基因编辑酶的解决方案的第四个领域。Moderna直到最近才认真涉足基因编辑领域，当时该公司与Metagenomi签署了合作协议。对于那些不知道的人来说，基因编辑与Editas（纳斯达克：EDIT）和CRISPR Therapeutics（纳斯达克：CRSP）等公司正在追求的策略相同。宏基因组学合作的重点将是严重的遗传疾病。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8041f6f8edad22795cbe4a3295d68973\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><span>Moderna capital allocation priorities</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna资本配置优先事项</span></p></blockquote></p><p>Moderna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna&#39;s number one capital allocation priority is investing in R&amp;D, manufacturing infrastructure and continuing to build out the company&#39;s commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&amp;A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.</p><p><blockquote>Moderna已经开始花费其从COVID-19疫苗销售中获得的巨额现金流。我只是想将上面的幻灯片包含在本文中，因为它表明Moderna的头号资本配置优先事项是投资研发、制造基础设施并继续建设公司的商业基础设施。第二个优先事项是投资外部投资机会，无论是以合作还是并购的形式。与Metagenomi和Carisma Therapeutics的合作就是第二个优先事项的例子。</blockquote></p><p><b>Manufacturing Capacity</b></p><p><blockquote><b>制造能力</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36484ebc09cffbacbfa8ce06eea49f22\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Moderna In-country vaccine manufacturing</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna国内疫苗生产</span></p></blockquote></p><p>There is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.</p><p><blockquote>Moderna现有的潜在竞争对手相当多，也有像印度这样的国家正在支持崛起的本土mRNA平台公司。Moderna领先于竞争对手的方法之一是利用第三季度末的153亿美元现金和32亿美元自由现金流，在全球范围内建立重要的mRNA制造能力。Moderna已宣布原则上与澳大利亚和加拿大达成协议，在这些国家建立mRNA疫苗制造厂。这些公告是对在非洲建立一个每年能够生产多达5亿剂疫苗的工厂的计划的补充。我相信Moderna仍在选择生产基地将设在哪个非洲国家。</blockquote></p><p><b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p>The major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna&#39;s stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna&#39;s stock much lower.</p><p><blockquote>Moderna短期内面临的主要风险是来自COVID-19的收入下降速度快于Moderna将其他疫苗或疗法推向市场并显示出卓越效果的速度。最接近批准的药物是巨细胞病毒疫苗。CMV疫苗的批准可能会推高Moderna的股价，因为它将表明mRNA对于治疗其他疾病是可行的。CMV被拒绝可能会导致Moderna的股价大幅下跌。</blockquote></p><p></p><p>Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.</p><p><blockquote>Moderna面临的另一个主要风险是专利纠纷和诉讼。Moderna最近不得不在与NIH关于COVID-19专利的纠纷中让步，Moderna也可能很快面临Arbutus（纳斯达克：ABUS）关于COVID-19疫苗的专利侵权诉讼。目前，尚不清楚这些纠纷将如何长期影响Moderna。</blockquote></p><p><b>Analyst Price Targets</b></p><p><blockquote><b>分析师目标价</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0e5d79d00e415b16e4141b35eaaad4\" tg-width=\"461\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Moderna Analyst Price Targets</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna分析师价格目标</span></p></blockquote></p><p>The above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.</p><p><blockquote>以上是基于15位华尔街分析师在过去3个月内为Moderna提供的12个月目标价。平均目标价为289.07美元，高预测为506.00美元，低预测为86.00美元。平均目标价较上次价格210.17美元上涨38%。</blockquote></p><p><b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae061dd4c060bb37f43ff041dc2577\" tg-width=\"635\" tg-height=\"450\" 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><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff983411a9b9571f66378eddc98653c\" tg-width=\"635\" tg-height=\"450\" 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><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259a902789541a798fdf388cf46d6b37\" tg-width=\"635\" tg-height=\"450\" 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>The comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.</p><p><blockquote>这三种相对较新的生物技术公司与已经发货的COVID-19疫苗之间的比较表明，Moderna是估值最高的股票，但BioNTech拥有最好的收入增长和营业利润率。严格按照价值计算，BioNTech可能是最好的选择，但实际上，这三家公司都是生物技术公司，一个热门产品或一次惨淡的失败就可以改变公司的命运。我认为这三家公司都非常投机，尽管它们通过为COVID-19大流行提供解决方案取得了成功。</blockquote></p><p>I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna&#39;s current valuation will be viewed in hindsight as being way too low. If most of Moderna&#39;s pipeline fails then the valuation will be viewed in hindsight as being way too high.</p><p><blockquote>我不太喜欢尝试对任何生物技术公司使用估值技术。根本没有办法评估许多生物技术公司所下的赌注未来潜在的成功或失败。例如，如果Moderna是治疗实体瘤癌症的一部分，那么Moderna目前的估值事后会被认为太低。如果Moderna的大部分产品线都失败了，那么事后看来，估值将被视为过高。</blockquote></p><p><b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p>Moderna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.</p><p><blockquote>Moderna是对mRNA技术的高风险、高回报赌注，成功预防或治愈许多难以治疗的疾病。这是一只严格适合长期激进增长投资者的股票，他们有兴趣在五到十年的时间范围内投机潜在的本垒打型产品。Moderna只是一家单一产品公司的风险在一定程度上被COVID-19疫苗的功效如此之高这一事实所缓解，即mRNA平台可以产生其他新方法来解决其他疑难疾病。</blockquote></p><p>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna&#39;s stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.</p><p><blockquote>Moderna较497.49美元的历史高点回调58%，为激进的增长投资者提供了买入一家具有巨大潜在上涨空间的公司的机会。然而，规避风险或对短期价格变动敏感的投资者目前应避开Moderna的股票，因为如果在Moderna证明它可以在解决其他疾病方面取得类似成功之前，COVID-19收入下降过快，则存在巨大的下行风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna: High Upside Potential At Current Prices<blockquote>Moderna：当前价格上涨潜力巨大</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\">\nModerna: High Upside Potential At Current Prices<blockquote>Moderna：当前价格上涨潜力巨大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-17 17:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity.</li><li>Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.</li><li>Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.</li><li>One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.</li><li>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/466434ab0d3291095a83741482c15948\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>Maddie Meyer/Getty Images News</span></p><p><blockquote><ul><li>Moderna不仅开发了COVID-19疫苗，还扩大了公司的mRNA生产能力，从而拥有显着的先发竞争优势。</li><li>Moderna最近报告了COVID-19对2021年产品销售额的初步估计约为175亿美元。</li><li>近日，新加坡发布数据显示，Moderna疫苗接种者中新冠肺炎死亡人数最低。</li><li>Moderna在潜在的mRNA竞争中保持领先地位的方法之一是利用其153亿美元的现金和32亿美元的自由现金流继续在全球范围内建立重要的mRNA制造能力。</li><li>Moderna较497.49美元的历史高点回调58%，为激进的增长投资者提供了买入一家具有巨大上涨潜力的公司的机会。</li></ul><p class=\"t-img-caption\"><span>麦迪·迈耶/盖蒂图片社新闻</span></p></blockquote></p><p>Moderna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world&#39;s most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.</p><p><blockquote>Moderna（纳斯达克：MRNA）作为开发世界上最先进的mRNA平台的先行者，具有极高的优势。mRNA技术是帮助预防或治愈人类已知的一些最棘手疾病的最有前途的潜在解决方案之一，Moderna不仅开发了最先进的mRNA平台，还在全球范围内建立了重要的mRNA制造能力。有许多公司处于开发mRNA技术的不同阶段，但很少有公司像Moderna那样在开发mRNA技术以及拥有生产数十亿剂疫苗的制造能力和其他商业基础设施方面取得了进步。每年的疫苗。目前，唯一同时拥有先进mRNA技术知识和制造能力与Moderna在同一舞台上竞争的公司是BioNTech（纳斯达克股票代码：BNTX）-辉瑞（纽约证券交易所股票代码：PFE）合作伙伴。</blockquote></p><p>Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company&#39;s mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna&#39;s first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.</p><p><blockquote>Moderna不仅开发了COVID-19疫苗，还扩大了公司的mRNA生产能力，从而拥有显着的先发竞争优势。在实验室环境中生产mRNA是一回事，但在世界各地监管机构批准的生产基地安全地大规模生产有效的疫苗则完全是另一回事。Moderna的先发优势已转化为来自COVID-19销售的巨额现金，该公司可以通过投资推进mRNA技术、改进mRNA制造工艺以及在全球范围内建立强大的制造能力来进一步保持领先地位。Moderna在开发世界上最深的药物管道之一方面也进展顺利。</blockquote></p><p>While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna&#39;s mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna&#39;s stock today.</p><p><blockquote>虽然先发优势并不完全是护城河，但至少在未来几年内，Moderna应该在开发许多不同的基于mRNA的疗法或疫苗来治疗许多难以治疗的疾病方面享有显着的领先地位。Moderna目前拥有40个不同的药物开发项目，对于这样一家相对年轻的生物技术公司来说，这几乎是闻所未闻的，两年前它还只是一个研究机构。最终，Moderna的mRNA平台和制造能力应该会给今天购买Moderna股票的投资者带来显着的长期上涨空间。</blockquote></p><p>Advantages of mRNA Technology</p><p><blockquote>mRNA技术的优势</blockquote></p><p>The reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.</p><p><blockquote>Moderna之所以能够快速开发出COVID-19解决方案，同时继续建立大量药物开发项目，是因为mRNA技术的性质。</blockquote></p><p>The development and manufacturing of mRNA for use as therapeutics<i>and</i>vaccines are comparatively simple, scalable<i>and</i>extremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people&#39;s arms. Eventually, this response time could shrink to matter of a few months.</p><p><blockquote>用作治疗剂的mRNA的开发和制造<i>和</i>疫苗相对简单、可扩展<i>和</i>速度极快。资料来源：Millapore Sigma与传统药物制造相比，mRNA平台有许多优势。对新冠肺炎疫情的反应证明了mRNA平台的主要优势，即能够获取病毒序列，并在非常短的时间内从开发、临床试验、批准到大规模生产疫苗。随着Moderna和其他公司获得更多经验，监管机构对mRNA技术越来越熟悉，我可以预见未来有一天，发现强毒病毒到疫苗临床试验、疫苗批准和大规模生产的反应时间疫苗可能会显着缩短。现在看来，从病毒发现到最终投入人们的怀抱，大约需要9个月到一年的时间。最终，这个响应时间可能会缩短到几个月。</blockquote></p><p></p><p>Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.</p><p><blockquote>Omnicron在2021年11月24日左右首次被确定为变种。Moderna首席执行官Stéphane Bancel在接受CNBC采访时表示，Omnicron疫苗的临床试验将很快开始，Omnicron疫苗应该会在秋季上市。这种对传染病的快速反应在以前是闻所未闻的，随着时间的推移，mRNA平台公司不仅可以熟练快速生产针对特定病毒的疫苗，还可以熟练生产针对特定病毒株的疫苗，在世界的特定地区。我认为Moderna正在世界不同国家和地区建设生产能力的原因之一是，疫苗最终将不再是一刀切的，而是更多地沿着区域生产基地的路线，为该特定地区最流行的病毒和病毒株生产特定疫苗。</blockquote></p><p>Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.</p><p><blockquote>mRNA平台的另一个潜在的巨大优势是灵活性。理论上，mRNA制造厂可以相对快速地转向生产任何其他基于mRNA的药物。例如，生产COVID-19疫苗的mRNA工厂可能会迅速转向生产埃博拉疫苗。这与许多传统药物的制造过程形成对比，传统药物需要专门的工厂来生产药物。这可能会使生产多种不同类型药物的资本支出远低于传统药品制造商。</blockquote></p><p>The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.</p><p><blockquote>新冠肺炎·疫情强调了改变疫苗是多么容易，只需将Moderna想要针对的任何病毒的基因序列插入其基本mRNA平台。这不仅有助于攻击不同的新冠肺炎病毒株，还意味着Moderna有能力使用任何病毒的序列，无论是流感、艾滋病毒、巨细胞病毒、结核病、寨卡病毒还是狂犬病，并快速生产出可供测试的疫苗。</blockquote></p><p><b>COVID-19 Progress</b></p><p><blockquote><b>COVID-19进展</b></blockquote></p><p>COVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.</p><p><blockquote>新冠肺炎在短短两年内彻底改变了Moderna的命运。直到2020年，Moderna只是一家鲜为人知的药物研究机构，收入很少，但作为第二家将针对COVID-19的可行疫苗引入美国市场的公司，Moderna在全球范围内广为人知，该公司已经建立了一个巨大的品牌，即将成为制药行业的巨头。</blockquote></p><p>There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:</p><p><blockquote>有现实世界的证据表明，到目前为止，Moderna已经生产出了最有效的新冠肺炎疫苗。来自世界各地的数据支持美国III期数据显示的非常强的疗效。最近，新加坡发布的数据显示，Moderna服用者中新冠肺炎死亡人数最低。新加坡有802人死亡，其中70%未接种疫苗。在Moderna、辉瑞-BioNTech、国药控股和科兴疫苗之间，Moderna的死亡率最低：</blockquote></p><p><ul><li>11 deaths per 100,000: Sinovac</li><li>7.8 deaths per 100,000: Sinopharm</li><li>6.2 deaths per 100,000: Pfizer/BioNTech</li><li>1 death per 100,000: Moderna</li></ul>Over the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna&#39;s COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.</p><p><blockquote><ul><li>每10万人中有11人死亡：科兴</li><li>每10万人中有7.8人死亡：国药集团</li><li>每100,000人中有6.2人死亡：辉瑞/BioNTech</li><li>每10万人中有1人死亡：Moderna</li></ul>2021年期间，Moderna向世界各地运送了8.07亿剂Moderna的COVID-19疫苗Spikevax，其中约25%运往低收入和中等收入国家。Moderna最近在1月10日摩根大通第40届年度医疗保健会议上报告称，2021年Spikevax产品销售额的初步估计约为175亿美元。</blockquote></p><p>Because of the huge demand for Moderna&#39;s vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.</p><p><blockquote>由于全球对Moderna疫苗的巨大需求，在2021年的相当一部分时间里，该公司的供应受到限制，但这种情况现在开始扭转。Moderna首席执行官Stephane Bancel将供应限制的原因归因于Moderna的剂量高于辉瑞-BioNTech疫苗。较高的剂量会极大地消耗制造资源。此后，Moderna在2021年期间建立了额外的制造能力，现在能够更好地满足COVID-19的需求。第四季度，Moderna出货量为3亿剂，运行率为12亿剂。Moderna认为，如果有必要，他们可以在2022年生产20亿至30亿剂加强剂。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f41315e4b985027121aaf2dfca75dc71\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>Moderna Spikevax advanced purchase agreements</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna Spikevax提前购买协议</span></p></blockquote></p><p></p><p>Because COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (&#34;APA&#34;) and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of &#39;22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.</p><p><blockquote>由于COVID-19疫苗制造商最近不得不与新变种玩打地鼠游戏，因此对Spikevax的需求仍在上升。从上图可以看出，从11月4日到1月10日，Moderna额外获得了15亿美元的预购协议（“APA”）和5亿美元的期权，这些数字大多在上半年占很大比重。年。Moderna仍在与许多国家进行讨论，讨论是否需要添加额外的疫苗来应对22年秋季进入冬季的问题。我预计，当该说的都说了，该做的都做了，Moderna可能会在今年签署更多的APA。因此，看起来2022年可能会再次成为Moderna的又一个辉煌的一年。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1246421e026d6fd58bec48546a19260\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"/><span>How COVID-19 is likely to evolve</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19可能如何演变</span></p></blockquote></p><p>Currently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna&#39;s post pandemic plan to replace the likely COVID-19 vaccine declining revenues?</p><p><blockquote>目前，世界正处于变异再感染浪潮中，这可能会持续到2022年，但到2023年，新冠肺炎应该会变得更加季节性和地方性。预计未来几年发病率会越来越低，一两年内，新冠肺炎很有可能会更像今天的流感。大流行后，新冠肺炎预计主要只影响50岁以上的人、医护人员、免疫功能低下的人和其他高危人群。这些群体可能需要加强剂，以确保他们不会患上严重疾病和住院。随着COVID-19的消退，对Spikevax的需求可能会在2023年至2024年期间开始下降。这就是为什么有人一直预测Moderna的收入会下降。那么，Moderna的后疫情计划是什么，以取代可能下降的新冠肺炎疫苗收入？</blockquote></p><p><b>Moderna&#39;s Plan Moving Forward</b></p><p><blockquote><b>Moderna的计划向前推进</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9965c1224ac3e57e5a4c764bbb50975\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna Product Strategy in 2022</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna 2022年产品策略</span></p></blockquote></p><p>The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.</p><p><blockquote>Moderna计划应对新冠肺炎疫苗可能下降的最初方法是将不同的季节性呼吸道疫苗捆绑在一起，形成一种疫苗。获得新冠肺炎特定疫苗的日子似乎正在过去，泛呼吸道疫苗可能会非常有效地与任何只有新冠肺炎解决方案才进入市场的落后者竞争。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4995949c9a253ebe6663e2deeb5ccce3\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"/><span>Moderna vision for pan-respiratory vaccine</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna泛呼吸道疫苗愿景</span></p></blockquote></p><p>Moderna&#39;s vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn&#39;t be surprised if a pan-respiratory vaccine starts to appear within two years.</p><p><blockquote>Moderna的愿景是，随着时间的推移，可以定制年度单剂量泛呼吸加强剂，以适应不同的人口统计、不同的地理位置和不同的呼吸道疾病。最终，Moderna甚至希望针对特定地区的特定呼吸道疾病毒株。如果泛呼吸道疫苗在两年内开始出现，我不会感到惊讶。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb027ec45a0750fdcd8b65307c4008d1\" tg-width=\"640\" tg-height=\"359\" width=\"100%\" height=\"auto\"/><span>Moderna Strategy After COVID-19</span></p><p><blockquote><p class=\"t-img-caption\"><span>COVID-19后的Moderna战略</span></p></blockquote></p><p>Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax&#39;s pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax&#39;s pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.</p><p><blockquote>与Novavax（纳斯达克股票代码：NVAX）等公司的疫苗技术不同，mRNA可用于传染病之外的许多其他不同目的。Novavax的管道仅包括9个项目，针对除COVID-19以外的5种其他传染病。Novavax的大部分管道主要与呼吸道疾病有关，只有一种直接接触的潜伏病毒Ebola出现在名单上。</blockquote></p><p>In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna&#39;s most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.</p><p><blockquote>相比之下，Moderna在开发针对多种潜伏病毒的解决方案方面遥遥领先，这些病毒比埃博拉病毒流行得多。第一批被瞄准并已经进入临床试验的是巨细胞病毒和EBV，HIV很快就会开始试验。CMV是Moderna在研发中最先进的药物，第一位患者已经在III期试验中接受了给药。除了CMV、EBV和HIV，还有许多其他未公开的潜伏病毒正在实验室中研究。</blockquote></p><p></p><p>The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics&#39; engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won&#39;t go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics&#39; CAR-Macrophage&#39;s technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.</p><p><blockquote>Moderna优先考虑的下一个领域是使用mRNA技术开发疗法，该技术使该公司能够生产肿瘤产品、心脏产品、罕见遗传病产品和自身免疫性疾病产品。对于Moderna来说，这是一个具有巨大优势的领域。Moderna将使用全新的方法来开发抗癌解决方案，并为目前没有重要解决方案的疾病开发解决方案。最近，Moderna与Carisma Therapeutics建立了合作伙伴关系。Moderna计划将其mRNA技术与Carisma Therapeutics的工程巨噬细胞技术相结合，开发针对实体瘤癌症的解决方案。这一点之所以重要，是因为虽然自体CAR-T在血红素恶性肿瘤（血癌）中有非常好的数据，但它们在实体瘤中并不是很有效，80%的癌症患者死于实体瘤。我不会深入探讨其背后的科学，但科学家知道CAR-T对实体瘤不那么有效的原因，两家公司都认为Carisma Therapeutics的CAR-Macrophage技术与mRNA技术相结合可以产生革命性的新方法，从根本上治愈最普遍和最难治疗的癌症死亡形式，即实体瘤。</blockquote></p><p>Moderna&#39;s deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients&#39; own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.</p><p><blockquote>Moderna在mRNA和LNP技术方面的深厚专业知识为工程巨噬细胞带来了潜在的改变游戏规则的机会。体内直接递送至单核细胞和巨噬细胞实现了使用患者自身细胞提供真正个性化治疗的现成治疗方法。资料来源：Steven Kelly，CarismaRight总裁兼首席执行官现在，没有办法考虑到Moderna可能开发出一种明显更好的解决方案来攻击并可能治愈实体瘤癌症的优势。像Moderna与Carisma这样的合作伙伴关系可能产生的疗法可能会产生与COVID-19疫苗一样大的本垒打，如果不是更大的话。</blockquote></p><p>The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.</p><p><blockquote>Moderna正在开发使用基因编辑酶的解决方案的第四个领域。Moderna直到最近才认真涉足基因编辑领域，当时该公司与Metagenomi签署了合作协议。对于那些不知道的人来说，基因编辑与Editas（纳斯达克：EDIT）和CRISPR Therapeutics（纳斯达克：CRSP）等公司正在追求的策略相同。宏基因组学合作的重点将是严重的遗传疾病。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8041f6f8edad22795cbe4a3295d68973\" tg-width=\"640\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><span>Moderna capital allocation priorities</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna资本配置优先事项</span></p></blockquote></p><p>Moderna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna&#39;s number one capital allocation priority is investing in R&amp;D, manufacturing infrastructure and continuing to build out the company&#39;s commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&amp;A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.</p><p><blockquote>Moderna已经开始花费其从COVID-19疫苗销售中获得的巨额现金流。我只是想将上面的幻灯片包含在本文中，因为它表明Moderna的头号资本配置优先事项是投资研发、制造基础设施并继续建设公司的商业基础设施。第二个优先事项是投资外部投资机会，无论是以合作还是并购的形式。与Metagenomi和Carisma Therapeutics的合作就是第二个优先事项的例子。</blockquote></p><p><b>Manufacturing Capacity</b></p><p><blockquote><b>制造能力</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36484ebc09cffbacbfa8ce06eea49f22\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"/><span>Moderna In-country vaccine manufacturing</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna国内疫苗生产</span></p></blockquote></p><p>There is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.</p><p><blockquote>Moderna现有的潜在竞争对手相当多，也有像印度这样的国家正在支持崛起的本土mRNA平台公司。Moderna领先于竞争对手的方法之一是利用第三季度末的153亿美元现金和32亿美元自由现金流，在全球范围内建立重要的mRNA制造能力。Moderna已宣布原则上与澳大利亚和加拿大达成协议，在这些国家建立mRNA疫苗制造厂。这些公告是对在非洲建立一个每年能够生产多达5亿剂疫苗的工厂的计划的补充。我相信Moderna仍在选择生产基地将设在哪个非洲国家。</blockquote></p><p><b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p>The major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna&#39;s stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna&#39;s stock much lower.</p><p><blockquote>Moderna短期内面临的主要风险是来自COVID-19的收入下降速度快于Moderna将其他疫苗或疗法推向市场并显示出卓越效果的速度。最接近批准的药物是巨细胞病毒疫苗。CMV疫苗的批准可能会推高Moderna的股价，因为它将表明mRNA对于治疗其他疾病是可行的。CMV被拒绝可能会导致Moderna的股价大幅下跌。</blockquote></p><p></p><p>Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.</p><p><blockquote>Moderna面临的另一个主要风险是专利纠纷和诉讼。Moderna最近不得不在与NIH关于COVID-19专利的纠纷中让步，Moderna也可能很快面临Arbutus（纳斯达克：ABUS）关于COVID-19疫苗的专利侵权诉讼。目前，尚不清楚这些纠纷将如何长期影响Moderna。</blockquote></p><p><b>Analyst Price Targets</b></p><p><blockquote><b>分析师目标价</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0e5d79d00e415b16e4141b35eaaad4\" tg-width=\"461\" tg-height=\"416\" width=\"100%\" height=\"auto\"/><span>Moderna Analyst Price Targets</span></p><p><blockquote><p class=\"t-img-caption\"><span>Moderna分析师价格目标</span></p></blockquote></p><p>The above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.</p><p><blockquote>以上是基于15位华尔街分析师在过去3个月内为Moderna提供的12个月目标价。平均目标价为289.07美元，高预测为506.00美元，低预测为86.00美元。平均目标价较上次价格210.17美元上涨38%。</blockquote></p><p><b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19ae061dd4c060bb37f43ff041dc2577\" tg-width=\"635\" tg-height=\"450\" 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><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff983411a9b9571f66378eddc98653c\" tg-width=\"635\" tg-height=\"450\" 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><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/259a902789541a798fdf388cf46d6b37\" tg-width=\"635\" tg-height=\"450\" 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>The comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.</p><p><blockquote>这三种相对较新的生物技术公司与已经发货的COVID-19疫苗之间的比较表明，Moderna是估值最高的股票，但BioNTech拥有最好的收入增长和营业利润率。严格按照价值计算，BioNTech可能是最好的选择，但实际上，这三家公司都是生物技术公司，一个热门产品或一次惨淡的失败就可以改变公司的命运。我认为这三家公司都非常投机，尽管它们通过为COVID-19大流行提供解决方案取得了成功。</blockquote></p><p>I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna&#39;s current valuation will be viewed in hindsight as being way too low. If most of Moderna&#39;s pipeline fails then the valuation will be viewed in hindsight as being way too high.</p><p><blockquote>我不太喜欢尝试对任何生物技术公司使用估值技术。根本没有办法评估许多生物技术公司所下的赌注未来潜在的成功或失败。例如，如果Moderna是治疗实体瘤癌症的一部分，那么Moderna目前的估值事后会被认为太低。如果Moderna的大部分产品线都失败了，那么事后看来，估值将被视为过高。</blockquote></p><p><b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p>Moderna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.</p><p><blockquote>Moderna是对mRNA技术的高风险、高回报赌注，成功预防或治愈许多难以治疗的疾病。这是一只严格适合长期激进增长投资者的股票，他们有兴趣在五到十年的时间范围内投机潜在的本垒打型产品。Moderna只是一家单一产品公司的风险在一定程度上被COVID-19疫苗的功效如此之高这一事实所缓解，即mRNA平台可以产生其他新方法来解决其他疑难疾病。</blockquote></p><p>The 58% pullback from Moderna&#39;s all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna&#39;s stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.</p><p><blockquote>Moderna较497.49美元的历史高点回调58%，为激进的增长投资者提供了买入一家具有巨大潜在上涨空间的公司的机会。然而，规避风险或对短期价格变动敏感的投资者目前应避开Moderna的股票，因为如果在Moderna证明它可以在解决其他疾病方面取得类似成功之前，COVID-19收入下降过快，则存在巨大的下行风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices\">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":{"MRNA":"Moderna, Inc."},"source_url":"https://seekingalpha.com/article/4479930-moderna-high-upside-potential-at-current-prices","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131862461","content_text":"SummaryModerna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity.Moderna recently reported the preliminary COVID-19 estimate for product sales in 2021 as being approximately $17.5 billion.Recently, Singapore released data showing that COVID-19 deaths were the lowest among Moderna vaccine takers.One of the ways that Moderna is keeping ahead of potential mRNA competition is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow to continue building out significant mRNA manufacturing capability across the world.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant upside potential.Maddie Meyer/Getty Images NewsModerna (NASDAQ:MRNA) has extremely high upside from being a first mover in developing the world's most advanced mRNA platform. One of the most promising potential solutions for helping prevent or cure some of the most intractable diseases known to man is mRNA technology and Moderna has not only developed the most advanced mRNA platform but has also built out significant mRNA manufacturing capacity worldwide. There are many companies that are in various stages of developing mRNA technology but there are very few that have advanced as far as Moderna has in both developing mRNA technology, as well as having the manufacturing capacity and other commercial infrastructure to produce billions of doses of a vaccine per year. At this time, the only companies that have both the knowledge of advanced mRNA techniques and the manufacturing capacity to compete in the same arena as Moderna is the BioNTech (NASDAQ:BNTX) - Pfizer (NYSE:PFE) partnership.Moderna has a significant first mover competitive advantage by not only developing the COVID-19 vaccine but also by scaling the company's mRNA manufacturing capacity. It is one thing to produce mRNA in a lab setting but quite another to safely mass produce effective vaccines in regulator approved manufacturing sites around the world. Moderna's first mover advantage has translated into a very large war chest of cash from COVID-19 sales in which the company can use to further its lead by investing in advancing mRNA technology, improving mRNA manufacturing processes, and building out significant manufacturing capability worldwide. Moderna is also well along in developing one of the deepest drug pipelines in the world.While a first mover advantage is not exactly a moat, for the next several years at least, Moderna should enjoy a significant lead in developing many different mRNA-based therapies or vaccines to treat numerous difficult to treat diseases. Moderna currently has 40 different drug development programs, which is almost unheard of for such a relatively young biotech company that only two years ago was simply a research outfit. In the end, Moderna's mRNA platform and manufacturing capacity should result in significant long-term upside for investors buying into Moderna's stock today.Advantages of mRNA TechnologyThe reason why Moderna was able to rapidly develop a COVID-19 solution, while at the same time continuing to build out a significant number of drug development programs is because of the nature of mRNA technology.The development and manufacturing of mRNA for use as therapeuticsandvaccines are comparatively simple, scalableandextremely rapid.Source:Millapore SigmaThere are numerous advantages of a mRNA platform over traditional drug making. The major advantages of a mRNA platform that were demonstrated by the response to the COVID-19 pandemic was the ability to take the sequence of the virus and quickly move from development, to clinical trials, to approval, to mass manufacturing of a vaccine in a very rapid period of time. As Moderna and others get more experience and regulatory bodies get more comfortable with mRNA technology, I can see the day in the future where the response time of discovery of a virulent virus to clinical trials of a vaccine, to vaccine approval, to mass manufacturing of the vaccine could significantly shrink. Right now, it looks like it takes about 9 months to a year to move from virus discovery to eventually making it into people's arms. Eventually, this response time could shrink to matter of a few months.Omnicron was first identified as a variant around November 24, 2021. Moderna CEO Stéphane Bancel said in a CNBC interview that clinical trials for an Omnicron vaccine will start soon and a Omnicron vaccine should be available by fall. This type of rapid response to infectious diseases is unheard of before now and as time goes along, mRNA platform companies could not only become proficient in rapidly producing vaccines against specific viruses but also become proficient at producing vaccines against specific strains of a virus, in specific regions of the world. Among the reason why I think Moderna is building manufacturing capacity in different countries and regions of the world is because vaccines will eventually be less of a one size fits all countries and be more along the lines of regional manufacturing sites creating vaccines specific for the most prevalent viruses and strains of virus in that specific region.Another potential huge advantage of a mRNA platform is flexibility. Theoretically, a mRNA manufacturing plant can be relatively rapidly switched to producing any other mRNA-based drug. It is possible that a mRNA plant that makes COVID-19 vaccines could be rapidly switched to making an Ebola vaccine, for instance. This is in contrast to the manufacturing process of many traditional drugs that require a dedicated plant to produce a drug. This could make the CapEx involved for producing multiple different types of drugs, far lower than a traditional drug manufacturer.The COVID-19 pandemic has highlighted exactly how easy it is to change the vaccine simply by plugging the genetic sequence of any virus that Moderna wants to target right into its basic mRNA platform. This is not only useful for being able to attack different strains of COVID-19 but also means that Moderna has the ability of using the sequence of any virus whether that be the flu, HIV, CMV, Tuberculosis, Zika, or Rabies and quickly produce a vaccine ready for testing.COVID-19 ProgressCOVID-19 has totally changed the fortunes of Moderna within just two years. Up until 2020, Moderna was only a little-known drug research outfit that had very little revenues but being the second company to bring a viable vaccine to protect against COVID-19 into US markets, has made Moderna very widely known worldwide and the company has built a huge brand that is on the verge of becoming a giant within the drug industry.There is real world evidence that up until now, Moderna has produced the most effective COVID-19 vaccine. Data from all over the world supports the very strong efficacy that was shown in phase III data in the USA. Recently, Singapore released data showing that COVID-19 deaths were lowest among Moderna takers. Singapore had 802 deaths out of which 70% were unvaccinated. Between Moderna, Pfizer-BioNTech, Sinopharm and Sinovac vaccines, Moderna had the least death rates:11 deaths per 100,000: Sinovac7.8 deaths per 100,000: Sinopharm6.2 deaths per 100,000: Pfizer/BioNTech1 death per 100,000: ModernaOver the course of 2021, Moderna shipped 807 million doses of Spikevax, Moderna's COVID-19 vaccine, to many different locations around the world, with around 25% of those doses going to low-income and middle-income countries. Moderna reported recently during the JPMorgan 40th Annual Healthcare Conference on January 10th, that the preliminary estimate for Spikevax product sales in 2021 is around $17.5 billion.Because of the huge demand for Moderna's vaccine worldwide, for a decent part of 2021, the company was supply constrained but that situation is beginning to turn around now. Moderna CEO Stephane Bancel attributes the reason for supply constraints as Moderna having a higher dose than the Pfizer-BioNTech vaccine. The higher dose was a big drain on manufacturing resources. Moderna has since built out additional manufacturing capacity over the course of 2021 and is now in much better shape to address COVID-19 demand. In Q4, Moderna shipped 300 million doses, which is a run rate of 1.2 billion doses. Moderna believes that they can produce two billion to three billion doses of boosters over the course of 2022, if necessary.Moderna Spikevax advanced purchase agreementsBecause COVID-19 vaccine makers have lately been having to play whack-a-mole with new variants, the demand for Spikevax is still rising. As can be seen from the above graphic, from November 4th to January 10th, Moderna has gained and additional $1.5 billion in advanced purchase agreements (\"APA\") and $0.5 Billion in options, with those numbers being mostly heavily weighted toward the first half of the year. Moderna is still having ongoing discussions with many countries about whether additional vaccines will need to be added to address the fall moving into winter of '22. I expect that when all is said and done, Moderna could wind up signing additional APAs over the course of the year. So, it looks like 2022 might again be another banner year for Moderna.How COVID-19 is likely to evolveCurrently, the world is in the midst of variant reinfection waves, which will likely continue throughout 2022 but by 2023 COVID-19 should become more seasonal and endemic. Morbidity waves are expected to become lower and lower over the next several years and there is a good chance that COVID-19 will be seen more like the flu is perceived today within a year or two. Post-pandemic, COVID-19 is expected to mostly only affect people aged 50-plus, health care workers, immunocompromised people and other high-risk populations. These groups will likely need boosters to ensure that they do not get severe disease and hospitalization. As COVID-19 winds down, demand for Spikevax will probably begin dropping in the 2023-to-2024-time frame. This is why some people have been predicting revenue declines for Moderna. Well, what is Moderna's post pandemic plan to replace the likely COVID-19 vaccine declining revenues?Moderna's Plan Moving ForwardModerna Product Strategy in 2022The initial way that Moderna plans on countering the likely COVID-19 vaccine decline is by bundling different seasonal respiratory vaccines together into just one vaccine. The days of getting COVID-19 specific vaccine seem to be waning and a pan-respiratory vaccine will likely compete extremely effectively with any laggards coming to the market late with only a COVID-19 solution.Moderna vision for pan-respiratory vaccineModerna's vision is that an annual single-dose pan-respiratory booster can be customized to fit different demographics, different geographies, and different respiratory diseases over time. Eventually, Moderna even expects to target specific strains of respiratory diseases in specific regions. I wouldn't be surprised if a pan-respiratory vaccine starts to appear within two years.Moderna Strategy After COVID-19Unlike vaccine technology from companies like Novavax (NASDAQ:NVAX), mRNA can be used for many other different purposes besides infectious diseases.Novavax's pipeline only consists of 9 programs that target 5 other infectious diseases other than COVID-19. Most of Novavax's pipeline is mostly concerned with respiratory diseases, with only one direct contact latent virus, Ebola, appearing on the list.In contrast, Moderna is much further ahead in developing solutions against multiple latent viruses that are a lot more prevalent than Ebola. The first ones being targeted and are already in clinical trials are CMV and EBV, with HIV soon to begin trials. CMV is Moderna's most advanced drug in the pipeline and the first patient has already been dosed in phase III trials. Besides CMV, EBV, and HIV, there a many other undisclosed latent viruses being worked on in the labs.The next area that Moderna is prioritizing is in developing therapeutics using mRNA technology which allows the company to produce oncology products, cardio products, rare genetic disease products and autoimmune disease products. This is an area that has significant upside for Moderna. Moderna will be using totally new approaches to develop solutions against cancer and develop solutions for diseases that currently have no significant solutions. Recently, Moderna formed a partnership with Carisma Therapeutics. Moderna plans to combine its mRNA technology with Carisma Therapeutics' engineered macrophage technology to develop solutions against solid tumor cancer. The reason why this is important is because while autologous CAR-Ts have really good data in Heme malignancies, which are blood cancers, they have not been very effective in solid tumors and eighty percent of cancer patients die of solid tumors. I won't go deep into the science behind it but scientist know the reasons why CAR-Ts are not as effective with solid tumors, and both companies think Carisma Therapeutics' CAR-Macrophage's technology combined with mRNA technology can produce revolutionary new ways to essentially cure the most prevalent and difficult to treat form of cancer deaths which are solid tumors.Moderna's deep expertise in mRNA and LNP technologies opens up a potentially game-changing opportunity for engineered macrophages. In vivo delivery directly to monocytes and macrophages enables an off-the-shelf therapeutic approach that uses the patients' own cells to provide a truly personalized treatment.Source: Steven Kelly, President and Chief Executive Officer of CarismaRight now, there is no way to factor in the upside of Moderna potentially developing a significantly better solution to attacking and possibly curing solid tumor cancer. The therapies that could come out of partnerships like the one Moderna has with Carisma could potentially produce home runs just as big, if not bigger than the COVID-19 vaccine.The fourth area that Moderna is developing solutions using gene-editing enzymes. Moderna has only seriously got into gene editing relatively recently when the company signed a collaboration with Metagenomi. For those unaware,gene-editing is the same strategy that companies like Editas (NASDAQ:EDIT) and CRISPR Therapeutics (NASDAQ:CRSP) are pursuing. The focus for the Metagenomi collaboration will be on serious genetic diseases.Moderna capital allocation prioritiesModerna has already started spending its huge cash flows derived from COVID-19 vaccine sales. I just wanted to include the above slide in this article because it shows that Moderna's number one capital allocation priority is investing in R&D, manufacturing infrastructure and continuing to build out the company's commercial infrastructure. The second priority is investing in external investment opportunities, either in the form of collaborations or M&A. The collaborations with Metagenomi and Carisma Therapeutics are examples of this second priority.Manufacturing CapacityModerna In-country vaccine manufacturingThere is a rather large set of existing potential competitors to Moderna and there are also countries like India that are supporting rising home-grown mRNA platform companies. One of the ways that Moderna is keeping ahead of such efforts from competitors is using its $15.3 billion in cash and $3.2 billion in Free Cash Flow at the end of Q3, to build out significant mRNA manufacturing capability across the world. Moderna has announced in principle agreements with Australia and Canadato build out mRNA vaccine manufacturing plants within those countries. These announcements are in addition to the plans to build a factory capable of producing up to 500 million vaccine doses in Africa each year. I believe Moderna is still in the process of choosing which African country the manufacturing site will be located in.RisksThe major risk that Moderna faces in the short term is revenue from the COVID-19 declining faster than Moderna can get other vaccines or therapies on to market and show superior results. The closest drug to approval is a CMV vaccine. An approval of the CMV vaccine would likely shoot Moderna's stock higher because it would show that mRNA is viable for addressing other diseases. A CMV rejection would likely drop Moderna's stock much lower.Another major risk for Moderna are patent disputes and lawsuits. Moderna recently had to back down in a dispute with the NIH over COVID-19 patents and Moderna could also soon face a patent infringement lawsuit from Arbutus (NASDAQ:ABUS) over the COVID-19 vaccine. Currently, it is unknown how these disputes will impact Moderna over the longer term.Analyst Price TargetsModerna Analyst Price TargetsThe above is based on 15 Wall Street analysts offering 12-month price targets for Moderna in the last 3 months. The average price target is $289.07 with a high forecast of $506.00 and a low forecast of $86.00. The average price target represents a 38% increase from the last price of $210.17.ValuationData by YChartsData by YChartsData by YChartsThe comparisons between these three relatively new biotechs with COVID-19 vaccines already shipping, shows Moderna is the most highly valued stock but BioNTech has the best revenue growth and operating margins. Going strictly by value, BioNTech is probably the best buy but in reality, all three companies are biotechs, in which one hit product or one large dismal failure can change the fortunes of the company. I view all three companies as very speculative, even with the success achieved by producing solutions for the COVID-19 pandemic.I am not a big fan of trying to use valuation techniques on any biotech company. There is simply no way to value the future potential success or failure of the bets that many biotech companies make. If Moderna is part of curing solid tumor cancer, for instance, Moderna's current valuation will be viewed in hindsight as being way too low. If most of Moderna's pipeline fails then the valuation will be viewed in hindsight as being way too high.ConclusionModerna is a high risk, high reward bet on mRNA technology succeeding in either preventing or curing many difficult to treat diseases. This is a stock that is strictly for long-term aggressive growth investors that are interested in speculating on potential home-run type products over a five-to-ten-year time frame. The risk that Moderna is only a one-product company is somewhat mitigated by the fact that the efficacy of the COVID-19 vaccine was so high, that is serves as a kind of proof of concept that a mRNA platform can produce other novel ways of addressing other difficult diseases.The 58% pullback from Moderna's all-time high of $497.49 gives aggressive growth investors a chance to buy into a company with significant potential upside. However, risk averse or investors sensitive to short-term price movements should avoid Moderna's stock for now because there is significant downside risk if COVID-19 revenue drops off too rapidly before Moderna can show that it can achieve similar success in addressing other diseases.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697867661,"gmtCreate":1642408017755,"gmtModify":1642408018044,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697867661","repostId":"2203855742","repostType":4,"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697867877,"gmtCreate":1642407988540,"gmtModify":1642407988836,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"themes":[],"htmlText":"cool","listText":"cool","text":"cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697867877","repostId":"2203855742","repostType":4,"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697864401,"gmtCreate":1642407681264,"gmtModify":1642407681557,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"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":0,"link":"https://laohu8.com/post/697864401","repostId":"694689903","repostType":1,"repost":{"id":694689903,"gmtCreate":1641954512960,"gmtModify":1641959394973,"author":{"id":"4087984885325640","authorId":"4087984885325640","name":"言财美股研究社","avatar":"https://static.tigerbbs.com/4e4b8de7e5193af177d4fd115494e4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087984885325640","idStr":"4087984885325640"},"themes":[],"title":"加息与缩表会是决定价值股跑赢科技成长股的信号枪吗？","htmlText":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了：&nbsp;1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率）&nbsp;①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","listText":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了：&nbsp;1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率）&nbsp;①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","text":"导读：近期，美股成长股在taper、加息与缩表等一轮的货币正常化操作预期急剧升温之下迎来了暴跌，以纳斯达克为代表的科技股表现尤为惨烈，甚至创下了2000年科网泡沫破灭以来的最差表现，可谓是步步惊心，在市场暴跌之际，美股投资者的信心也在剧烈动摇，加息与缩表会戳破美股的牛市泡沫，从而将美股带向牛市谢幕演出，那么关键点就来了： 1. 美股当下的泡沫真的很大吗？估值分位数如何？盈利预期如何？2. 这一次缩表的规模会有多大？上一次缩表的规模有多大？3. 加息与缩表真的是美股牛市的天敌吗？美股就必然会跌入熊市吗？接下来，我们将具体分析。上一轮货币正常化阶段的股市走势回顾美联储的上一轮货币正常化路径及重要时间节点及美股表现回顾：图 纳斯达克走势与美联储联邦基金利率走势叠加（粉色代表联邦基金利率） ①2013-05-22，联储主席伯南克表示会削减QE3，正式开始货币正常化的进程；②2013年10月，缩减购债Taper预期升温，并从2013年12月18日开始Taper③2014年10月29日，宣布QE3结束，从实施taper到QE3结束，实际上花了10个月的时间；④在taper结束以后，美联储开始酝酿加息，并在2015年12月15日进行了美联储的首次加息，将联邦基金利率从0.15%上调整至0.37%。在首次加息之前，纳斯达克表现一直相对强势，反而是在12月首次加息之后，美股才开始一轮调整，从2015-12-15到2016年2月9日，纳斯达克调整幅度接近14%，二月份企稳以后开始新一轮上行。图 纳斯达克2015年12月15日首次加息前后股价走势⑤加息之后的缩表：在加息一年多以后，2017年4月5日美联储开始释放出缩表的信号，此时距离第一次加息(2015-12-15)，时间过去了16个月，联邦基金日利率从0.15%调升至0.91%，2017年5月24日，联储提出要进行定量式缩","images":[{"img":"https://static.tigerbbs.com/e31e48604967a92ce19c666364242412","width":"640","height":"426"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694689903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697864572,"gmtCreate":1642407629708,"gmtModify":1642407630021,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089812543711440","idStr":"4089812543711440"},"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":0,"link":"https://laohu8.com/post/697864572","repostId":"694951908","repostType":1,"repost":{"id":694951908,"gmtCreate":1641793721698,"gmtModify":1744960780030,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"“女巴菲特”彻底栽了，木头姐一年回撤40%！仍然再加仓！","htmlText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","listText":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie&nbsp;Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie&nbsp;Wood&nbsp;失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，<a target=\"_blank\" href=\"https://laohu8.com/S/ARKK\">$ARK Innovation ETF(ARKK)$</a> 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>/ <a target=\"_blank\" href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/TDOC\">$Teladoc Health Inc.(TDOC)$</a> /","text":"木头姐，真名凯瑟琳·伍德（Cathie Wood），在58岁时创立了方舟投资（ARK Investment），专注于“破坏性创新”，风格侧重极致成长，长期重仓科技股。 在2020年，Cathie Wood因持续重金押注特斯拉而一战成名，ARK旗下多达5只ETF平均回报率超过了140%！由此，被称为“女版巴菲特”。 然而，在2021年，Cathie Wood 失败了。 这一年中，ARKK持仓的股票中，超8成股票近一年回撤超过40%，其中第二大重仓股回撤超过70%！ 随着今年美国加息临近，对科技股的承压越来越大。而Wood正式专注于投资“颠覆式创新”科技企业，所以，2022年才刚开始，$ARK Innovation ETF(ARKK)$ 就暴跌了10.75%: 据CNBC统计，ARKK持有的43只股票中，有36只较近一年高点下跌了40%以上，目前十大重仓股如下： $特斯拉(TSLA)$/ $Zoom(ZM)$ /$Roku Inc(ROKU)$ /$Teladoc Health Inc.(TDOC)$ 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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":1636981410,"share":"https://www.laohu8.com/m/news/1124063419?lang=zh_CN&edition=full","pubTime":"2021-11-15 21:03","market":"us","language":"en","title":"Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124063419","media":"Tiger Newspress","summary":"Stock futures pointed to a higher open Monday morning as investors awaited key retail sales and earn","content":"<p>Stock futures pointed to a higher open Monday morning as investors awaited key retail sales and earnings results out from major U.S. companies later this week.<img src=\"https://static.tigerbbs.com/9bd814193ce3a21c26ecb73c6e576fc6\" tg-width=\"1080\" tg-height=\"511\" referrerpolicy=\"no-referrer\">At 8:00 a.m. ET, S&amp;P 500 e-minis were up&nbsp;10.75&nbsp;points, or 0.23%, Nasdaq 100 e-minis&nbsp;were up&nbsp;34.5&nbsp;points, or 0.21%, and Dow e-minis&nbsp; were&nbsp;up&nbsp;118&nbsp;points, or 0.33%.</p><p><blockquote>由于投资者等待本周晚些时候美国主要公司公布的关键零售销售和盈利结果，股指期货周一上午开盘走高。截至美国东部时间上午8:00，标普500 e-minis上涨10.75点，涨幅0.23%，纳斯达克100 e-minis上涨34.5点，涨幅0.21%，道指e-minis上涨118点，涨幅0.33%。</blockquote></p><p> Investors this week are also&nbsp;set to receive new data&nbsp;from the Commerce Department on U.S. retail sales. The report is likely to show a 1.3% month-on-month jump in sales for October after a more sanguine 0.7% rise in September. And retail earnings results from major names including Walmart, Target, Home Depot and Lowe's will offer additional details on the state of the consumer.</p><p><blockquote>投资者本周还将收到商务部关于美国零售销售的新数据。该报告可能显示，继9月份销售额增长0.7%后，10月份销售额环比增长1.3%。沃尔玛、塔吉特、家得宝和劳氏等主要品牌的零售盈利结果将提供有关消费者状况的更多详细信息。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/OTLY\">Oatly Group AB</a> – The oat milk producer lost 7 cents per share for its latest quarter, smaller than the 10 cents a share loss anticipated by analysts. Revenue came in below forecasts, however, and its shares tumbled 14.1% in premarket action. Oatly said it faced challenges related to various Covid-related restrictions, but that it continues to scale up production.</p><p><blockquote><a href=\"https://laohu8.com/S/OTLY\">奥特利集团AB</a>-这家燕麦牛奶生产商最近一个季度每股亏损7美分，小于分析师预期的每股亏损10美分。然而，收入低于预期，其股价在盘前下跌14.1%。Oatly表示，它面临着与新冠病毒相关的各种限制相关的挑战，但它将继续扩大生产规模。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> – Tesla slid 2.1% in premarket trading after a weekly loss last week ended an 11-week winning streak. Tesla CEO Elon Musk sold nearly $7 billion in stock last week.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>-特斯拉在上周的每周下跌结束了11周的连涨后，盘前交易中下跌2.1%。特斯拉CEO Elon Musk上周出售了近70亿美元的股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> – Dollar Tree surged 8.3% in the premarket after activist investor Mantle Ridge took a stake in the discount retailer. The Wall Street Journal reports that Mantle Ridge wants Dollar Tree to take action to boost its stock price and is focusing on pricing strategies at the company’s Family Dollar chain. The news prompted Deutsche Bank to upgrade the stock to “buy” from “hold,” citing potential improvements.</p><p><blockquote><a href=\"https://laohu8.com/S/DLTR\">美元树</a>-激进投资者Mantle Ridge入股这家折扣零售商后，Dollar Tree盘前股价飙升8.3%。《华尔街日报》报道称，Mantle Ridge希望Dollar Tree采取行动提振其股价，并专注于该公司家族Dollar chain的定价策略。这一消息促使德意志银行将该股评级从“持有”上调至“买入”，理由是潜在的改善。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSN\">Tyson</a> – The beef and poultry producer earned $2.30 per share for its fiscal fourth quarter, 27 cents a share above estimates. Revenue topped Wall Street forecasts as well. Tyson also announced a new productivity program that it says will save $1 billion annually by the end of 2024.</p><p><blockquote><a href=\"https://laohu8.com/S/TSN\">泰森</a>-这家牛肉和家禽生产商第四财季每股收益2.30美元，比预期高出27美分。收入也超出了华尔街的预期。泰森食品还宣布了一项新的生产力计划，据称到2024年底每年将节省10亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMT\">American Tower</a> – The communications infrastructure real estate investment trust is buying data center REITCoreSite Realty(COR) for $170 per share in cash, or about $10.1 billion. CoreSite rose 2.6% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/AMT\">美国塔</a>–通信基础设施房地产投资信托基金将以每股170美元现金（约合101亿美元）收购数据中心REITCoreSite Realty(COR)。CoreSite在盘前上涨2.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DE\">John Deere</a> – The heavy equipment maker and striking workers reached a third tentative contract agreement after the first two were rejected. Neither side gave details on the new agreement and it is not yet clear when a vote will take place. Workers have been off the job since Oct. 14.</p><p><blockquote><a href=\"https://laohu8.com/S/DE\">约翰·Deere</a>-重型设备制造商和罢工工人在前两份合同被拒绝后达成了第三份暂定合同协议。双方都没有透露新协议的细节，目前还不清楚何时会进行投票。自10月14日以来，工人们一直失业。</blockquote></p><p> <a href=\"https://laohu8.com/S/EVGO\">EVgo Inc.</a> – The operator of public EV charging networks saw its stock tank by 7.7% in the premarket, after Credit Suisse downgraded it to “neutral” from “outperform.” The company said a recent rally in the stock has likely priced in benefits from the infrastructure bill as well as recent partnership announcements.</p><p><blockquote><a href=\"https://laohu8.com/S/EVGO\">EVgo公司。</a>-在瑞士信贷将公共电动汽车充电网络运营商的评级从“跑赢大盘”下调至“中性”后，其股价在盘前下跌了7.7%。该公司表示，该股最近的上涨可能已经消化了基础设施法案以及最近合作伙伴关系公告的好处。</blockquote></p><p> <a href=\"https://laohu8.com/S/RDS.A\">Royal Dutch Shell PLC</a> – Royal Dutch Shell plans to scrap its dual share structure and also drop the “Royal Dutch” part of its corporate name. The announcement comes amid calls by activist investor Third Point to split up the energy giant into several companies to increase shareholder value. Class “A” shares gained 1.5% in premarket action, while class “B” shares rose 1.1%.</p><p><blockquote><a href=\"https://laohu8.com/S/RDS.A\">荷兰皇家壳牌公司</a>-荷兰皇家壳牌计划取消其双重股权结构，并删除其公司名称中的“荷兰皇家”部分。这一消息是在激进投资者Third Point评级将这家能源巨头拆分为几家公司以增加股东价值之际发布的。“A”类股在盘前上涨1.5%，而“B”类股上涨1.1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a> – Boeing Senior Vice President Ihssane Mounir said the jet maker is “getting close” to resuming deliveries of its 787 Dreamliner, after suspending them to deal with production issues. Mounir said the exact timing depends on the outcome of ongoing talks with regulators. The stock added 2.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/BA\">波音公司</a>-波音公司高级副总裁Ihssane Mounir表示，该喷气式飞机制造商在暂停交付787梦想飞机以处理生产问题后，“即将”恢复交付。穆尼尔表示，具体时间取决于与监管机构正在进行的谈判结果。该股盘前上涨2.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/WOOF\">Petco Health and Wellness Company, Inc.</a> – The pet products retailer’s stock slid 2.9% in premarket trading after Jefferies downgraded it to “hold” from “buy.” Jefferies cited valuation after a 26% rise over three months, as well as challenging labor conditions in Petco’s veterinary business.</p><p><blockquote><a href=\"https://laohu8.com/S/WOOF\">Petco健康和保健公司。</a>-杰富瑞(Jefferies)将该宠物产品零售商的评级从“买入”下调至“持有”后，该公司股价在盘前交易中下跌2.9%。杰富瑞(Jefferies)列举了三个月内上涨26%后的估值，以及Petco兽医业务充满挑战的劳动条件。</blockquote></p><p> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a> – Morgan Stanley began coverage of the cybersecurity company with an “underweight” rating, noting increasing competition and pricing pressure. Crowdstrike slid 4.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>-摩根士丹利开始对这家网络安全公司给予“跑输大盘”评级，并指出竞争和定价压力不断加剧。Crowdstrike盘前下跌4.6%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</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\">2021-11-15 21:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stock futures pointed to a higher open Monday morning as investors awaited key retail sales and earnings results out from major U.S. companies later this week.<img src=\"https://static.tigerbbs.com/9bd814193ce3a21c26ecb73c6e576fc6\" tg-width=\"1080\" tg-height=\"511\" referrerpolicy=\"no-referrer\">At 8:00 a.m. ET, S&amp;P 500 e-minis were up&nbsp;10.75&nbsp;points, or 0.23%, Nasdaq 100 e-minis&nbsp;were up&nbsp;34.5&nbsp;points, or 0.21%, and Dow e-minis&nbsp; were&nbsp;up&nbsp;118&nbsp;points, or 0.33%.</p><p><blockquote>由于投资者等待本周晚些时候美国主要公司公布的关键零售销售和盈利结果，股指期货周一上午开盘走高。截至美国东部时间上午8:00，标普500 e-minis上涨10.75点，涨幅0.23%，纳斯达克100 e-minis上涨34.5点，涨幅0.21%，道指e-minis上涨118点，涨幅0.33%。</blockquote></p><p> Investors this week are also&nbsp;set to receive new data&nbsp;from the Commerce Department on U.S. retail sales. The report is likely to show a 1.3% month-on-month jump in sales for October after a more sanguine 0.7% rise in September. And retail earnings results from major names including Walmart, Target, Home Depot and Lowe's will offer additional details on the state of the consumer.</p><p><blockquote>投资者本周还将收到商务部关于美国零售销售的新数据。该报告可能显示，继9月份销售额增长0.7%后，10月份销售额环比增长1.3%。沃尔玛、塔吉特、家得宝和劳氏等主要品牌的零售盈利结果将提供有关消费者状况的更多详细信息。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/OTLY\">Oatly Group AB</a> – The oat milk producer lost 7 cents per share for its latest quarter, smaller than the 10 cents a share loss anticipated by analysts. Revenue came in below forecasts, however, and its shares tumbled 14.1% in premarket action. Oatly said it faced challenges related to various Covid-related restrictions, but that it continues to scale up production.</p><p><blockquote><a href=\"https://laohu8.com/S/OTLY\">奥特利集团AB</a>-这家燕麦牛奶生产商最近一个季度每股亏损7美分，小于分析师预期的每股亏损10美分。然而，收入低于预期，其股价在盘前下跌14.1%。Oatly表示，它面临着与新冠病毒相关的各种限制相关的挑战，但它将继续扩大生产规模。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> – Tesla slid 2.1% in premarket trading after a weekly loss last week ended an 11-week winning streak. Tesla CEO Elon Musk sold nearly $7 billion in stock last week.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>-特斯拉在上周的每周下跌结束了11周的连涨后，盘前交易中下跌2.1%。特斯拉CEO Elon Musk上周出售了近70亿美元的股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> – Dollar Tree surged 8.3% in the premarket after activist investor Mantle Ridge took a stake in the discount retailer. The Wall Street Journal reports that Mantle Ridge wants Dollar Tree to take action to boost its stock price and is focusing on pricing strategies at the company’s Family Dollar chain. The news prompted Deutsche Bank to upgrade the stock to “buy” from “hold,” citing potential improvements.</p><p><blockquote><a href=\"https://laohu8.com/S/DLTR\">美元树</a>-激进投资者Mantle Ridge入股这家折扣零售商后，Dollar Tree盘前股价飙升8.3%。《华尔街日报》报道称，Mantle Ridge希望Dollar Tree采取行动提振其股价，并专注于该公司家族Dollar chain的定价策略。这一消息促使德意志银行将该股评级从“持有”上调至“买入”，理由是潜在的改善。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSN\">Tyson</a> – The beef and poultry producer earned $2.30 per share for its fiscal fourth quarter, 27 cents a share above estimates. Revenue topped Wall Street forecasts as well. Tyson also announced a new productivity program that it says will save $1 billion annually by the end of 2024.</p><p><blockquote><a href=\"https://laohu8.com/S/TSN\">泰森</a>-这家牛肉和家禽生产商第四财季每股收益2.30美元，比预期高出27美分。收入也超出了华尔街的预期。泰森食品还宣布了一项新的生产力计划，据称到2024年底每年将节省10亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/AMT\">American Tower</a> – The communications infrastructure real estate investment trust is buying data center REITCoreSite Realty(COR) for $170 per share in cash, or about $10.1 billion. CoreSite rose 2.6% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/AMT\">美国塔</a>–通信基础设施房地产投资信托基金将以每股170美元现金（约合101亿美元）收购数据中心REITCoreSite Realty(COR)。CoreSite在盘前上涨2.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DE\">John Deere</a> – The heavy equipment maker and striking workers reached a third tentative contract agreement after the first two were rejected. Neither side gave details on the new agreement and it is not yet clear when a vote will take place. Workers have been off the job since Oct. 14.</p><p><blockquote><a href=\"https://laohu8.com/S/DE\">约翰·Deere</a>-重型设备制造商和罢工工人在前两份合同被拒绝后达成了第三份暂定合同协议。双方都没有透露新协议的细节，目前还不清楚何时会进行投票。自10月14日以来，工人们一直失业。</blockquote></p><p> <a href=\"https://laohu8.com/S/EVGO\">EVgo Inc.</a> – The operator of public EV charging networks saw its stock tank by 7.7% in the premarket, after Credit Suisse downgraded it to “neutral” from “outperform.” The company said a recent rally in the stock has likely priced in benefits from the infrastructure bill as well as recent partnership announcements.</p><p><blockquote><a href=\"https://laohu8.com/S/EVGO\">EVgo公司。</a>-在瑞士信贷将公共电动汽车充电网络运营商的评级从“跑赢大盘”下调至“中性”后，其股价在盘前下跌了7.7%。该公司表示，该股最近的上涨可能已经消化了基础设施法案以及最近合作伙伴关系公告的好处。</blockquote></p><p> <a href=\"https://laohu8.com/S/RDS.A\">Royal Dutch Shell PLC</a> – Royal Dutch Shell plans to scrap its dual share structure and also drop the “Royal Dutch” part of its corporate name. The announcement comes amid calls by activist investor Third Point to split up the energy giant into several companies to increase shareholder value. Class “A” shares gained 1.5% in premarket action, while class “B” shares rose 1.1%.</p><p><blockquote><a href=\"https://laohu8.com/S/RDS.A\">荷兰皇家壳牌公司</a>-荷兰皇家壳牌计划取消其双重股权结构，并删除其公司名称中的“荷兰皇家”部分。这一消息是在激进投资者Third Point评级将这家能源巨头拆分为几家公司以增加股东价值之际发布的。“A”类股在盘前上涨1.5%，而“B”类股上涨1.1%。</blockquote></p><p> <a href=\"https://laohu8.com/S/BA\">Boeing</a> – Boeing Senior Vice President Ihssane Mounir said the jet maker is “getting close” to resuming deliveries of its 787 Dreamliner, after suspending them to deal with production issues. Mounir said the exact timing depends on the outcome of ongoing talks with regulators. The stock added 2.7% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/BA\">波音公司</a>-波音公司高级副总裁Ihssane Mounir表示，该喷气式飞机制造商在暂停交付787梦想飞机以处理生产问题后，“即将”恢复交付。穆尼尔表示，具体时间取决于与监管机构正在进行的谈判结果。该股盘前上涨2.7%。</blockquote></p><p> <a href=\"https://laohu8.com/S/WOOF\">Petco Health and Wellness Company, Inc.</a> – The pet products retailer’s stock slid 2.9% in premarket trading after Jefferies downgraded it to “hold” from “buy.” Jefferies cited valuation after a 26% rise over three months, as well as challenging labor conditions in Petco’s veterinary business.</p><p><blockquote><a href=\"https://laohu8.com/S/WOOF\">Petco健康和保健公司。</a>-杰富瑞(Jefferies)将该宠物产品零售商的评级从“买入”下调至“持有”后，该公司股价在盘前交易中下跌2.9%。杰富瑞(Jefferies)列举了三个月内上涨26%后的估值，以及Petco兽医业务充满挑战的劳动条件。</blockquote></p><p> <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike Holdings, Inc.</a> – Morgan Stanley began coverage of the cybersecurity company with an “underweight” rating, noting increasing competition and pricing pressure. Crowdstrike slid 4.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike控股公司。</a>-摩根士丹利开始对这家网络安全公司给予“跑输大盘”评级，并指出竞争和定价压力不断加剧。Crowdstrike盘前下跌4.6%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124063419","content_text":"Stock futures pointed to a higher open Monday morning as investors awaited key retail sales and earnings results out from major U.S. companies later this week.At 8:00 a.m. ET, S&P 500 e-minis were up 10.75 points, or 0.23%, Nasdaq 100 e-minis were up 34.5 points, or 0.21%, and Dow e-minis  were up 118 points, or 0.33%.\nInvestors this week are also set to receive new data from the Commerce Department on U.S. retail sales. The report is likely to show a 1.3% month-on-month jump in sales for October after a more sanguine 0.7% rise in September. And retail earnings results from major names including Walmart, Target, Home Depot and Lowe's will offer additional details on the state of the consumer.\nStocks making the biggest moves in the premarket:\nOatly Group AB – The oat milk producer lost 7 cents per share for its latest quarter, smaller than the 10 cents a share loss anticipated by analysts. Revenue came in below forecasts, however, and its shares tumbled 14.1% in premarket action. Oatly said it faced challenges related to various Covid-related restrictions, but that it continues to scale up production.\nTesla Motors – Tesla slid 2.1% in premarket trading after a weekly loss last week ended an 11-week winning streak. Tesla CEO Elon Musk sold nearly $7 billion in stock last week.\nDollar Tree – Dollar Tree surged 8.3% in the premarket after activist investor Mantle Ridge took a stake in the discount retailer. The Wall Street Journal reports that Mantle Ridge wants Dollar Tree to take action to boost its stock price and is focusing on pricing strategies at the company’s Family Dollar chain. The news prompted Deutsche Bank to upgrade the stock to “buy” from “hold,” citing potential improvements.\nTyson – The beef and poultry producer earned $2.30 per share for its fiscal fourth quarter, 27 cents a share above estimates. Revenue topped Wall Street forecasts as well. Tyson also announced a new productivity program that it says will save $1 billion annually by the end of 2024.\nAmerican Tower – The communications infrastructure real estate investment trust is buying data center REITCoreSite Realty(COR) for $170 per share in cash, or about $10.1 billion. CoreSite rose 2.6% in premarket action.\nJohn Deere – The heavy equipment maker and striking workers reached a third tentative contract agreement after the first two were rejected. Neither side gave details on the new agreement and it is not yet clear when a vote will take place. Workers have been off the job since Oct. 14.\nEVgo Inc. – The operator of public EV charging networks saw its stock tank by 7.7% in the premarket, after Credit Suisse downgraded it to “neutral” from “outperform.” The company said a recent rally in the stock has likely priced in benefits from the infrastructure bill as well as recent partnership announcements.\nRoyal Dutch Shell PLC – Royal Dutch Shell plans to scrap its dual share structure and also drop the “Royal Dutch” part of its corporate name. The announcement comes amid calls by activist investor Third Point to split up the energy giant into several companies to increase shareholder value. Class “A” shares gained 1.5% in premarket action, while class “B” shares rose 1.1%.\nBoeing – Boeing Senior Vice President Ihssane Mounir said the jet maker is “getting close” to resuming deliveries of its 787 Dreamliner, after suspending them to deal with production issues. Mounir said the exact timing depends on the outcome of ongoing talks with regulators. The stock added 2.7% in the premarket.\nPetco Health and Wellness Company, Inc. – The pet products retailer’s stock slid 2.9% in premarket trading after Jefferies downgraded it to “hold” from “buy.” Jefferies cited valuation after a 26% rise over three months, as well as challenging labor conditions in Petco’s veterinary business.\nCrowdStrike Holdings, Inc. – Morgan Stanley began coverage of the cybersecurity company with an “underweight” rating, noting increasing competition and pricing pressure. Crowdstrike slid 4.6% in the premarket.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858526644,"gmtCreate":1635086915828,"gmtModify":1635086916088,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089812543711440","authorIdStr":"4089812543711440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858526644","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","kind":"news","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=zh_CN&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week<blockquote>美国IPO周：12周IPO中的半导体、储能、设计师服装等</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-24 08:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p><p><blockquote>IPO市场继续保持繁忙，未来一周将有12起IPO计划筹集68亿美元。</blockquote></p><p> Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p><p><blockquote>半导体代工<b>GlobalFoundries</b>(GFS)计划以246亿美元的市值筹集24亿美元。总部位于美国的GlobalFoundries得到阿布扎比穆巴达拉的支持，是全球领先的特种半导体代工厂之一。由于增长不稳定，该公司表示，它是唯一一家业务遍及全球但总部不在中国的规模化纯代工厂。</blockquote></p><p> Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p><p><blockquote>企业云数据管理平台<b>计算机科学</b>(INFA)计划以87亿美元的市值筹集8.85亿美元。该公司通过许可证和订阅在其人工智能平台上向5,700多家客户提供数据集成服务。尽管IPO后的杠杆率很高，但Informatica是全球数据管理市场公认的领导者，并在2021年上半年实现了强劲的订阅ARR增长。</blockquote></p><p> Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p><p><blockquote>储能提供商<b>注量能</b>(FLNC)计划以38亿美元的市值筹集6.98亿美元。该公司由西门子和AES组成，向公用事业公司、独立电力生产商、项目开发商以及商业和工业客户销售储能产品和服务。快速增长但无利可图，截至2011年6月30日，Fluence Energy部署了942 MW的存储产品。</blockquote></p><p> Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p><p><blockquote>收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)计划以36亿美元的市值筹集6.05亿美元。该平台为医疗保健行业提供收入周期管理解决方案。随着2021年上半年的加速增长，Ensemble Health管理的年度客户净患者收入超过200亿美元。</blockquote></p><p> Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p><p><blockquote>招聘解决方案提供商<b>雇佣权控股公司</b>(HRT)计划以18亿美元的市值筹集5亿美元。该公司为40,000多名客户提供背景调查、验证、识别、监控以及药物和健康筛查服务。尽管现金流转为负值，但HireRight在2021年上半年的息税前利润仍实现盈利。</blockquote></p><p> Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p><p><blockquote>在线教育市场<b>Udemy</b>(UDMY)计划以43亿美元的市值筹集4.06亿美元。该教育平台为180多个国家的4400万多名客户提供75种语言的183,000多门课程。Udemy不断增长但尚未盈利，自成立以来已注册用户超过7300万。</blockquote></p><p> Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p><p><blockquote>中国药品许可人<b>联比奥</b>(LIAN)计划以18亿美元的市值筹集3.25亿美元。这家生物制药公司专注于中国和其他亚洲市场，开发和商业化多种适应症的药物。联生物的产品线目前包括五个不同治疗领域的九种候选产品。</blockquote></p><p> <b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p><p><blockquote><b>租用跑道</b>(RENT)计划以14亿美元的市值筹集2.93亿美元。这家服装租赁公司最初专注于活动服装的点菜租赁，但已逐渐过渡到主要从每月订阅箱中创收。尽管该公司在过去两个季度的活跃订户和收入有所反弹，但IPO后仍未盈利且存在杠杆作用。</blockquote></p><p> Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p><p><blockquote>美容医疗器械制造商<b>坎德拉医疗</b>(CDLA)计划以17亿美元的市值筹集2.5亿美元。该公司直接在18个国家销售产品，间接在66个国家销售产品，开发用于选择性美容手术的医疗设备。尽管受到疫情的严重打击，坎德拉医疗仍实现了强劲增长，并在2021年上半年扭亏为盈。</blockquote></p><p> Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p><p><blockquote>火坑品牌<b>索罗品牌</b>(DTC)计划以15亿美元的市值筹集2亿美元。Solo Brands通过其DTC平台销售火坑、野营炉和其他户外装备。这家户外电子商务发展迅速，利润丰厚，拥有超过230万客户。</blockquote></p><p> Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p><p><blockquote>塑身师<b>空气雕刻技术</b>(AIRS)计划以8.86亿美元的市值筹集1.6亿美元。该公司通过美国13个州的16个中心提供微创塑身手术。AirSculpt Technologies实现盈利并稳健增长，并且由于COVID-19影响的减轻，同中心案例数量有所增加。</blockquote></p><p> Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p><p><blockquote>科技公司<b>动脉</b>(AIP)计划以5.55亿美元的市值筹集7500万美元。这家技术公司开发并许可互连知识产权，管理片上系统半导体器件中的片上通信。Arteris尚未盈利，但在2021年上半年增长加速。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p><p><blockquote>预计将有6家公司接受街头调查，多达12家公司的禁售期将到期。</blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至10/22/21，文艺复兴IPO指数今年迄今上涨了8.2%，而标普500上涨了21.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Uber Technologies（UBER）和Moderna（MRNA）。Renaissance International IPO指数今年迄今下跌15.8%，而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FLNC":"Fluence Energy, Inc.","UDMY":"Udemy, Inc.","AIRS":"Airsculpt Technologies",".IXIC":"NASDAQ Composite","GFS":"GLOBALFOUNDRIES Inc.","RENT":"Rent the Runway, Inc.",".SPX":"S&P 500 Index","AIP":"Arteris, Inc.","INFA":"Informatica Inc.","HRT":"HireRight Holdings Corp.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{".SPX":0.9,"LIAN":0.9,"GFS":0.9,"FLNC":0.9,"ENSB":0.9,"UDMY":0.9,"AIRS":0.9,"HRT":0.9,"INFA":0.9,"CDLA":0.9,".DJI":0.9,"DTC":0.9,".IXIC":0.9,"AIP":0.9,"RENT":0.9}},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867004963,"gmtCreate":1633157954748,"gmtModify":1633157954974,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089812543711440","authorIdStr":"4089812543711440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867004963","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889032532,"gmtCreate":1631089856626,"gmtModify":1631888660527,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089812543711440","authorIdStr":"4089812543711440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/889032532","repostId":"1186834181","repostType":4,"isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807227021,"gmtCreate":1628040047363,"gmtModify":1633754153934,"author":{"id":"4089812543711440","authorId":"4089812543711440","name":"Tiramisu2020","avatar":"https://static.tigerbbs.com/c7923aecbb67682b46eed9d583bc08c3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089812543711440","authorIdStr":"4089812543711440"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/807227021","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}