Shawrac的个人主页 - 老虎社区

Shawrac

暂无个人介绍

IP属地：未知

3关注

2粉丝

0主题

0勋章

2022-11-17

Hmmmmm

抱歉，原内容已删除

2022-04-25

See like a good plan?

抱歉，原内容已删除

2022-08-23

Hmmmmm

抱歉，原内容已删除

2022-08-21

Hmmm

抱歉，原内容已删除

2022-06-03

Hmmmmm

Musk Orders 10% Cut in Tesla Headcount Amid "Super Bad Feeling" about Economy: Report<blockquote>由于对经济“超级不好的感觉”，马斯克下令特斯拉裁员10%：报告</blockquote>

2022-05-04

Interesting

抱歉，原内容已删除

2022-08-23

Hmmmmmm

抱歉，原内容已删除

2022-08-09

Hmmmm

Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：第二季度指引下调，执行问题再次浮出水面</blockquote>

2022-05-28

Interesting

抱歉，原内容已删除

2023-02-08

Hmmmmmmmmm

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4096363831830380","uuid":"4096363831830380","gmtCreate":1634955135092,"gmtModify":1634955135092,"name":"Shawrac","pinyin":"shawrac","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":3,"tweetSize":63,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.20","exceedPercentage":"80.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":622792401,"gmtCreate":1675854212503,"gmtModify":1675860955232,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmmmmm","listText":"Hmmmmmmmmm","text":"Hmmmmmmmmm","images":[{"img":"https://static.tigerbbs.com/4e0e74a585c06eb7db14e6ec43065bb1","width":"750","height":"1052"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622792401","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":628476512,"gmtCreate":1673447901636,"gmtModify":1673448069165,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/0e872a6465fa7b4d3d7132a492c01ebd","width":"750","height":"1065"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628476512","isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":667880531,"gmtCreate":1668690322523,"gmtModify":1668690324151,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667880531","repostId":"1126670970","repostType":4,"isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":667349354,"gmtCreate":1668591871678,"gmtModify":1668591873567,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667349354","repostId":"2283737932","repostType":4,"isVote":1,"tweetType":1,"viewCount":1985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662412631,"gmtCreate":1666695556523,"gmtModify":1666695559206,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662412631","repostId":"1131328574","repostType":4,"isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662412118,"gmtCreate":1666695512934,"gmtModify":1666695517456,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662412118","repostId":"2278434757","repostType":4,"isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":662124391,"gmtCreate":1666273347913,"gmtModify":1666274143193,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[{"img":"https://static.tigerbbs.com/abff40e794d42a34c0b61db238c9cf6f","width":"750","height":"966"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662124391","isVote":1,"tweetType":1,"viewCount":3260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":668556490,"gmtCreate":1664976919310,"gmtModify":1664977085215,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[{"img":"https://static.tigerbbs.com/e237910a658ecb46ca73eb6249db8d33","width":"750","height":"1065"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668556490","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":668556564,"gmtCreate":1664976884658,"gmtModify":1664976885758,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668556564","repostId":"2273981010","repostType":4,"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":663330463,"gmtCreate":1662865326752,"gmtModify":1662870807230,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Doing well but need to do better","listText":"Doing well but need to do better","text":"Doing well but need to do better","images":[{"img":"https://static.tigerbbs.com/fa400f3d936ac3093a9a84115183a827","width":"750","height":"1133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663330463","isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":669000123,"gmtCreate":1661951770164,"gmtModify":1661951771301,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669000123","repostId":"1163042347","repostType":4,"repost":{"id":"1163042347","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":1661948243,"share":"https://www.laohu8.com/m/news/1163042347?lang=zh_CN&edition=full","pubTime":"2022-08-31 20:17","market":"us","language":"en","title":"Private Payrolls Grew By Just 132,000 in August, ADP Says in Reworked Jobs Report<blockquote>ADP在重新修订的就业报告中表示，8月份私人就业人数仅增长132,000人</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163042347","media":"Tiger Newspress","summary":"Companies sharply slowed the pace of hiring in August amid growing fears of an economic slowdown, ac","content":"<p><html><head></head><body>Companies sharply slowed the pace of hiring in August amid growing fears of an economic slowdown, according to payroll processing company ADP.</p><p><blockquote><html><head></head><body>根据薪资处理公司ADP的数据，由于对经济放缓的担忧日益加剧，企业在8月份大幅放缓了招聘步伐。</body></html></blockquote></p><p>Private payrolls grew by just 132,000 for the month, a deceleration from the 270,000 gain in July, the firm said in its monthly payroll report.</p><p><blockquote>该公司在月度就业报告中表示，本月私人就业人数仅增长13.2万人，较7月份27万人的增幅有所放缓。</blockquote></p><p>The Dow Jones estimate for the ADP count was 300,000. The report had been on public hiatus through the latter part of the summer as the firm adjusted methodology and entered into a partnership with the Stanford Digital Economy Lab.</p><p><blockquote>道琼斯对ADP数量的估计为30万。随着该公司调整方法并与斯坦福数字经济实验室建立合作伙伴关系，该报告在夏季后半段一直处于公开状态。</blockquote></p><p>&#34;Our data suggests a shift toward a more conservative pace of hiring, possibly as companies try to decipher the economy&#39;s conflicting signals,&#34; said ADP chief economist Nela Richardson. &#34;We could be at an inflection point, from super-charged job gains to something more normal.&#34;</p><p><blockquote>ADP首席经济学家内拉·理查森(Nela Richardson)表示：“我们的数据表明，招聘速度正在转向更加保守的步伐，这可能是因为企业试图解读经济相互矛盾的信号。”“我们可能正处于一个拐点，从强劲的就业增长转向更正常的情况。”</blockquote></p><p>August payroll numbers are notoriously volatile. ADP&#39;s release also comes at an uncertain time for a U.S. economy which saw negative growth for the first half of 2023 amid the highest inflation the nation has seen since the early 1980s. The more closely watched nonfarm payrolls report from the Bureau of Labor Statistics comes out Friday and is expected to show an increase of 318,000.</p><p><blockquote>众所周知，八月份的就业数据波动性很大。ADP的发布也正值美国经济的不确定时期，美国经济在2023年上半年出现负增长，通货膨胀率为20世纪80年代初以来的最高水平。更受关注的美国劳工统计局（Bureau of Labor Statistics）周五公布的非农就业报告预计将增加31.8万人。</blockquote></p><p>In addition to the changes in the way the jobs total is counted, ADP now is providing wage information. August&#39;s numbers add to the inflation worries, as the firm reported annual pay up 7.6% for the month.</p><p><blockquote>除了工作岗位总数的计算方式发生变化外，ADP现在还提供工资信息。8月份的数据加剧了通胀担忧，该公司报告当月年薪增长了7.6%。</blockquote></p><p>From a sector standpoint, services-related industries accounted for most of the jobs, with 110,000 added positions. Leisure and hospitality grew by 96,000 while seeing pay increases of 12.1%. Trade, transportation and utilities contributed 54,000.</p><p><blockquote>从行业来看，服务相关行业占据了大部分就业岗位，增加了11万个职位。休闲和酒店业增加了96,000人，工资增长了12.1%。贸易、运输和公用事业贡献了54,000人。</blockquote></p><p>However, several sectors saw decreases. They included financial activities (-20,000), education and health services (-15,000) and professional and business services (-14,000).</p><p><blockquote>然而，几个部门出现了下降。其中包括金融活动（-20,000）、教育和卫生服务（-15,000）以及专业和商业服务（-14,000）。</blockquote></p><p>On the goods-producing side, construction added 21,000 and natural resources and mining saw a 2,000 gain. Manufacturing was flat.</p><p><blockquote>在商品生产方面，建筑业增加了21,000人，自然资源和采矿业增加了2,000人。制造业持平。</blockquote></p><p>From a business size perspective, companies with 500 or more employees grew by 54,000. Medium-sized businesses added 53,000 while those with fewer than 50 employees saw a 25,000 gain.</p><p><blockquote>从企业规模来看，拥有500名及以上员工的企业增长了5.4万家。中型企业增加了53,000人，而员工少于50人的企业增加了25,000人。</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>Private Payrolls Grew By Just 132,000 in August, ADP Says in Reworked Jobs Report<blockquote>ADP在重新修订的就业报告中表示，8月份私人就业人数仅增长132,000人</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\">\nPrivate Payrolls Grew By Just 132,000 in August, ADP Says in Reworked Jobs Report<blockquote>ADP在重新修订的就业报告中表示，8月份私人就业人数仅增长132,000人</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\">2022-08-31 20:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Companies sharply slowed the pace of hiring in August amid growing fears of an economic slowdown, according to payroll processing company ADP.</p><p><blockquote><html><head></head><body>根据薪资处理公司ADP的数据，由于对经济放缓的担忧日益加剧，企业在8月份大幅放缓了招聘步伐。</body></html></blockquote></p><p>Private payrolls grew by just 132,000 for the month, a deceleration from the 270,000 gain in July, the firm said in its monthly payroll report.</p><p><blockquote>该公司在月度就业报告中表示，本月私人就业人数仅增长13.2万人，较7月份27万人的增幅有所放缓。</blockquote></p><p>The Dow Jones estimate for the ADP count was 300,000. The report had been on public hiatus through the latter part of the summer as the firm adjusted methodology and entered into a partnership with the Stanford Digital Economy Lab.</p><p><blockquote>道琼斯对ADP数量的估计为30万。随着该公司调整方法并与斯坦福数字经济实验室建立合作伙伴关系，该报告在夏季后半段一直处于公开状态。</blockquote></p><p>&#34;Our data suggests a shift toward a more conservative pace of hiring, possibly as companies try to decipher the economy&#39;s conflicting signals,&#34; said ADP chief economist Nela Richardson. &#34;We could be at an inflection point, from super-charged job gains to something more normal.&#34;</p><p><blockquote>ADP首席经济学家内拉·理查森(Nela Richardson)表示：“我们的数据表明，招聘速度正在转向更加保守的步伐，这可能是因为企业试图解读经济相互矛盾的信号。”“我们可能正处于一个拐点，从强劲的就业增长转向更正常的情况。”</blockquote></p><p>August payroll numbers are notoriously volatile. ADP&#39;s release also comes at an uncertain time for a U.S. economy which saw negative growth for the first half of 2023 amid the highest inflation the nation has seen since the early 1980s. The more closely watched nonfarm payrolls report from the Bureau of Labor Statistics comes out Friday and is expected to show an increase of 318,000.</p><p><blockquote>众所周知，八月份的就业数据波动性很大。ADP的发布也正值美国经济的不确定时期，美国经济在2023年上半年出现负增长，通货膨胀率为20世纪80年代初以来的最高水平。更受关注的美国劳工统计局（Bureau of Labor Statistics）周五公布的非农就业报告预计将增加31.8万人。</blockquote></p><p>In addition to the changes in the way the jobs total is counted, ADP now is providing wage information. August&#39;s numbers add to the inflation worries, as the firm reported annual pay up 7.6% for the month.</p><p><blockquote>除了工作岗位总数的计算方式发生变化外，ADP现在还提供工资信息。8月份的数据加剧了通胀担忧，该公司报告当月年薪增长了7.6%。</blockquote></p><p>From a sector standpoint, services-related industries accounted for most of the jobs, with 110,000 added positions. Leisure and hospitality grew by 96,000 while seeing pay increases of 12.1%. Trade, transportation and utilities contributed 54,000.</p><p><blockquote>从行业来看，服务相关行业占据了大部分就业岗位，增加了11万个职位。休闲和酒店业增加了96,000人，工资增长了12.1%。贸易、运输和公用事业贡献了54,000人。</blockquote></p><p>However, several sectors saw decreases. They included financial activities (-20,000), education and health services (-15,000) and professional and business services (-14,000).</p><p><blockquote>然而，几个部门出现了下降。其中包括金融活动（-20,000）、教育和卫生服务（-15,000）以及专业和商业服务（-14,000）。</blockquote></p><p>On the goods-producing side, construction added 21,000 and natural resources and mining saw a 2,000 gain. Manufacturing was flat.</p><p><blockquote>在商品生产方面，建筑业增加了21,000人，自然资源和采矿业增加了2,000人。制造业持平。</blockquote></p><p>From a business size perspective, companies with 500 or more employees grew by 54,000. Medium-sized businesses added 53,000 while those with fewer than 50 employees saw a 25,000 gain.</p><p><blockquote>从企业规模来看，拥有500名及以上员工的企业增长了5.4万家。中型企业增加了53,000人，而员工少于50人的企业增加了25,000人。</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":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163042347","content_text":"Companies sharply slowed the pace of hiring in August amid growing fears of an economic slowdown, according to payroll processing company ADP.Private payrolls grew by just 132,000 for the month, a deceleration from the 270,000 gain in July, the firm said in its monthly payroll report.The Dow Jones estimate for the ADP count was 300,000. The report had been on public hiatus through the latter part of the summer as the firm adjusted methodology and entered into a partnership with the Stanford Digital Economy Lab.\"Our data suggests a shift toward a more conservative pace of hiring, possibly as companies try to decipher the economy's conflicting signals,\" said ADP chief economist Nela Richardson. \"We could be at an inflection point, from super-charged job gains to something more normal.\"August payroll numbers are notoriously volatile. ADP's release also comes at an uncertain time for a U.S. economy which saw negative growth for the first half of 2023 amid the highest inflation the nation has seen since the early 1980s. The more closely watched nonfarm payrolls report from the Bureau of Labor Statistics comes out Friday and is expected to show an increase of 318,000.In addition to the changes in the way the jobs total is counted, ADP now is providing wage information. August's numbers add to the inflation worries, as the firm reported annual pay up 7.6% for the month.From a sector standpoint, services-related industries accounted for most of the jobs, with 110,000 added positions. Leisure and hospitality grew by 96,000 while seeing pay increases of 12.1%. Trade, transportation and utilities contributed 54,000.However, several sectors saw decreases. They included financial activities (-20,000), education and health services (-15,000) and professional and business services (-14,000).On the goods-producing side, construction added 21,000 and natural resources and mining saw a 2,000 gain. Manufacturing was flat.From a business size perspective, companies with 500 or more employees grew by 54,000. Medium-sized businesses added 53,000 while those with fewer than 50 employees saw a 25,000 gain.","news_type":1,"symbols_score_info":{"NQmain":0.9,"ESmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669000364,"gmtCreate":1661951740162,"gmtModify":1661951744497,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Mmmm","listText":"Mmmm","text":"Mmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669000364","repostId":"2263408511","repostType":4,"isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669000976,"gmtCreate":1661951728797,"gmtModify":1661951729787,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669000976","repostId":"1171897263","repostType":4,"isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660777775,"gmtCreate":1661951716001,"gmtModify":1661951716963,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660777775","repostId":"2263494535","repostType":4,"isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660777452,"gmtCreate":1661951666878,"gmtModify":1661951667813,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660777452","repostId":"1111259872","repostType":4,"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765798,"gmtCreate":1661267651817,"gmtModify":1661267652989,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687765798","repostId":"1167694777","repostType":4,"isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765456,"gmtCreate":1661267634877,"gmtModify":1661267635899,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687765456","repostId":"2261819523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765627,"gmtCreate":1661267602771,"gmtModify":1661267603797,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687765627","repostId":"2261819523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765123,"gmtCreate":1661267528165,"gmtModify":1661268213954,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[{"img":"https://static.tigerbbs.com/d555b3a42ff0827f56b57224c7880300","width":"750","height":"1128"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687765123","isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":687263690,"gmtCreate":1661078167714,"gmtModify":1661078168603,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096363831830380","idStr":"4096363831830380"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687263690","repostId":"2260353209","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":667880531,"gmtCreate":1668690322523,"gmtModify":1668690324151,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667880531","repostId":"1126670970","repostType":4,"isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":618326620,"gmtCreate":1650876885960,"gmtModify":1650877300451,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"See like a good plan?","listText":"See like a good plan?","text":"See like a good plan?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/618326620","repostId":"2229070197","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765798,"gmtCreate":1661267651817,"gmtModify":1661267652989,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687765798","repostId":"1167694777","repostType":4,"isVote":1,"tweetType":1,"viewCount":1519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687263690,"gmtCreate":1661078167714,"gmtModify":1661078168603,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/687263690","repostId":"2260353209","repostType":4,"isVote":1,"tweetType":1,"viewCount":1222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617618295,"gmtCreate":1654249771121,"gmtModify":1704859196133,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmm","listText":"Hmmmmm","text":"Hmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/617618295","repostId":"1198205291","repostType":4,"repost":{"id":"1198205291","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":1654243263,"share":"https://www.laohu8.com/m/news/1198205291?lang=zh_CN&edition=full","pubTime":"2022-06-03 16:01","market":"us","language":"en","title":"Musk Orders 10% Cut in Tesla Headcount Amid \"Super Bad Feeling\" about Economy: Report<blockquote>由于对经济“超级不好的感觉”，马斯克下令特斯拉裁员10%：报告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198205291","media":"Tiger Newspress","summary":"The global economy apparently has the world's wealthiest man pretty concerned.An email with \"pause a","content":"<p><html><head></head><body>The global economy apparently has the world&#39;s wealthiest man pretty concerned.</p><p><blockquote><html><head></head><body>全球经济显然让世界首富非常担忧。</body></html></blockquote></p><p>An email with &#34;pause all hiring worldwide&#34; in the headline was reportedly sent to executives at electric-car giant Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Reuters reported late Thursday.</p><p><blockquote>据报道，一封标题为“暂停全球所有招聘”的电子邮件被发送给电动汽车巨头特斯拉的高管<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>路透社周四晚些时候报道。</blockquote></p><p>In the email, Chief Executive Elon Musk said he had a &#34;super bad feeling&#34; about the economy, and that employee headcount needed to be cut by 10%.  Tesla employed around 100,000 people at the end of 2021, according to its annual SEC filing. Tesla did not immediately respond to a request for comment.</p><p><blockquote>首席执行官埃隆·马斯克在电子邮件中表示，他对经济有“超级不好的感觉”，员工人数需要削减10%。根据其向SEC提交的年度文件，截至2021年底，特斯拉拥有约10万名员工。特斯拉没有立即回应置评请求。</blockquote></p><p>Musk&#39;s apparent economic gloom comes on the heels of attention-grabbing comments by JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> Chairman and Chief Executive Jamie Dimon, who warned of a looming economic hurricane, from rate hikes, the war in Ukraine and inflation.</p><p><blockquote>马斯克明显的经济悲观是在摩根大通发表引人注目的评论之后发生的<a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>董事长兼首席执行官杰米·戴蒙(Jamie Dimon)警告称，加息、乌克兰战争和通货膨胀将带来一场迫在眉睫的经济飓风。</blockquote></p><p>The report comes on the heels of an apparent demand by Musk for workers to return to the office or leave the company.</p><p><blockquote>该报告发布之前，马斯克明显要求员工返回办公室或离开公司。</blockquote></p><p>Tesla shares have dropped 26% so far in 2022, amid a technology-led rout for the U.S. stock market. The EV maker has struggled to get its Shanghai factories back online amid COVID lockdowns since late March in the major Chinese city that Bloomberg reports have cost the company 40,000 lost units.</p><p><blockquote>由于科技股主导的美国股市暴跌，2022年迄今为止，特斯拉股价已下跌26%。自3月下旬以来，由于中国主要城市的新冠疫情封锁，这家电动汽车制造商一直在努力让其上海工厂恢复运营，据彭博社报道，该工厂已损失了4万辆汽车。</blockquote></p><p>And while still the world&#39;s richest man, Musk&#39;s personal fortune has dropped by $42.9 billion this year, leaving him with $227 billion, according to Bloomberg&#39;s Billionaire Index</p><p><blockquote>根据彭博亿万富翁指数，尽管马斯克仍然是世界首富，但他的个人财富今年减少了429亿美元，仅剩2270亿美元</blockquote></p><p>Tesla shares were down 2.71% in premarket trading after closing up 4.6% to $776 a share on Thursday, amid a broad-market rally.<img src=\"https://static.tigerbbs.com/32b23018b2cbe002d096f5a7285080f6\" tg-width=\"826\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>在大盘上涨的背景下，特斯拉股价周四收盘上涨4.6%，至每股776美元，盘前交易中下跌2.71%。</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>Musk Orders 10% Cut in Tesla Headcount Amid \"Super Bad Feeling\" about Economy: Report<blockquote>由于对经济“超级不好的感觉”，马斯克下令特斯拉裁员10%：报告</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Orders 10% Cut in Tesla Headcount Amid \"Super Bad Feeling\" about Economy: Report<blockquote>由于对经济“超级不好的感觉”，马斯克下令特斯拉裁员10%：报告</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\">2022-06-03 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The global economy apparently has the world&#39;s wealthiest man pretty concerned.</p><p><blockquote><html><head></head><body>全球经济显然让世界首富非常担忧。</body></html></blockquote></p><p>An email with &#34;pause all hiring worldwide&#34; in the headline was reportedly sent to executives at electric-car giant Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Reuters reported late Thursday.</p><p><blockquote>据报道，一封标题为“暂停全球所有招聘”的电子邮件被发送给电动汽车巨头特斯拉的高管<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>路透社周四晚些时候报道。</blockquote></p><p>In the email, Chief Executive Elon Musk said he had a &#34;super bad feeling&#34; about the economy, and that employee headcount needed to be cut by 10%.  Tesla employed around 100,000 people at the end of 2021, according to its annual SEC filing. Tesla did not immediately respond to a request for comment.</p><p><blockquote>首席执行官埃隆·马斯克在电子邮件中表示，他对经济有“超级不好的感觉”，员工人数需要削减10%。根据其向SEC提交的年度文件，截至2021年底，特斯拉拥有约10万名员工。特斯拉没有立即回应置评请求。</blockquote></p><p>Musk&#39;s apparent economic gloom comes on the heels of attention-grabbing comments by JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> Chairman and Chief Executive Jamie Dimon, who warned of a looming economic hurricane, from rate hikes, the war in Ukraine and inflation.</p><p><blockquote>马斯克明显的经济悲观是在摩根大通发表引人注目的评论之后发生的<a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>董事长兼首席执行官杰米·戴蒙(Jamie Dimon)警告称，加息、乌克兰战争和通货膨胀将带来一场迫在眉睫的经济飓风。</blockquote></p><p>The report comes on the heels of an apparent demand by Musk for workers to return to the office or leave the company.</p><p><blockquote>该报告发布之前，马斯克明显要求员工返回办公室或离开公司。</blockquote></p><p>Tesla shares have dropped 26% so far in 2022, amid a technology-led rout for the U.S. stock market. The EV maker has struggled to get its Shanghai factories back online amid COVID lockdowns since late March in the major Chinese city that Bloomberg reports have cost the company 40,000 lost units.</p><p><blockquote>由于科技股主导的美国股市暴跌，2022年迄今为止，特斯拉股价已下跌26%。自3月下旬以来，由于中国主要城市的新冠疫情封锁，这家电动汽车制造商一直在努力让其上海工厂恢复运营，据彭博社报道，该工厂已损失了4万辆汽车。</blockquote></p><p>And while still the world&#39;s richest man, Musk&#39;s personal fortune has dropped by $42.9 billion this year, leaving him with $227 billion, according to Bloomberg&#39;s Billionaire Index</p><p><blockquote>根据彭博亿万富翁指数，尽管马斯克仍然是世界首富，但他的个人财富今年减少了429亿美元，仅剩2270亿美元</blockquote></p><p>Tesla shares were down 2.71% in premarket trading after closing up 4.6% to $776 a share on Thursday, amid a broad-market rally.<img src=\"https://static.tigerbbs.com/32b23018b2cbe002d096f5a7285080f6\" tg-width=\"826\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>在大盘上涨的背景下，特斯拉股价周四收盘上涨4.6%，至每股776美元，盘前交易中下跌2.71%。</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":"1198205291","content_text":"The global economy apparently has the world's wealthiest man pretty concerned.An email with \"pause all hiring worldwide\" in the headline was reportedly sent to executives at electric-car giant Tesla $(TSLA)$, Reuters reported late Thursday.In the email, Chief Executive Elon Musk said he had a \"super bad feeling\" about the economy, and that employee headcount needed to be cut by 10%.  Tesla employed around 100,000 people at the end of 2021, according to its annual SEC filing. Tesla did not immediately respond to a request for comment.Musk's apparent economic gloom comes on the heels of attention-grabbing comments by JPMorgan Chase $(JPM)$ Chairman and Chief Executive Jamie Dimon, who warned of a looming economic hurricane, from rate hikes, the war in Ukraine and inflation.The report comes on the heels of an apparent demand by Musk for workers to return to the office or leave the company.Tesla shares have dropped 26% so far in 2022, amid a technology-led rout for the U.S. stock market. The EV maker has struggled to get its Shanghai factories back online amid COVID lockdowns since late March in the major Chinese city that Bloomberg reports have cost the company 40,000 lost units.And while still the world's richest man, Musk's personal fortune has dropped by $42.9 billion this year, leaving him with $227 billion, according to Bloomberg's Billionaire IndexTesla shares were down 2.71% in premarket trading after closing up 4.6% to $776 a share on Thursday, amid a broad-market rally.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616831759,"gmtCreate":1651658323281,"gmtModify":1651658323574,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616831759","repostId":"2232305766","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687765456,"gmtCreate":1661267634877,"gmtModify":1661267635899,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmm","listText":"Hmmmmmm","text":"Hmmmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687765456","repostId":"2261819523","repostType":4,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684937751,"gmtCreate":1660040183075,"gmtModify":1660040428917,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmm","listText":"Hmmmm","text":"Hmmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684937751","repostId":"1124255732","repostType":4,"repost":{"id":"1124255732","kind":"news","pubTimestamp":1660059125,"share":"https://www.laohu8.com/m/news/1124255732?lang=zh_CN&edition=full","pubTime":"2022-08-09 23:32","market":"us","language":"en","title":"Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：第二季度指引下调，执行问题再次浮出水面</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255732","media":"Seeking Alpha","summary":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its prev","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>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达发布的第二季度prelim版本远低于之前的指导，尤其是在游戏领域，震惊了市场。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从2018年的经济低迷中充分吸取教训，其夸大了指导。结果，管理层在我们这里失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。因此，执行力很差。</li><li>我们重申持有评级，因为我们认为NVDA的表现可能会继续逊于市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在上一篇文章中强调，英伟达的表现可能会继续逊于市场，尽管我们评估其已接近底部。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计NVDA将从6月低点出现短期反弹，但我们并不认为NVDA会继续跑赢市场。值得注意的是，NVDA在过去两个月（甚至在昨天的抛售之前）的表现逊于景顺QQQ ETF(QQQ)和科技ETF(XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>我们仍然相信，尽管NVDA的评级从2021年11月的高点遭受重创，但市场已大幅下调。当关键时刻到来时，管理层未能让我们相信英伟达可以通过其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长股和科技股中寻找其他遭受重创的机会来增加投资。尽管如此，我们预计半成品已经触底，并且预计NVDA不会进一步下跌。因此，我们敦促投资者不要恐慌性抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们暂时重申对NVDA的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达因其谨慎而失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，NVDA在我们的投资组合中占有合理的权重。因此，我们认为其第二季度初步发布的警告令人非常失望，但并不意外。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得博通(AVGO)首席执行官Hock Tan在2021年9月对当前的经济低迷发出警告，证明了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，他强调：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我没有看到任何具体的驱动因素或原因，为什么我们今天看到的实力实际上只不过是一个夸大的上升周期。我们总是要经历一段消化期。我们不可能永远消耗这些。这就是所谓的周期，特别是当我们预计供应将从中发挥作用时——摆脱当前的紧张，但可以追溯到2020年，并将于2023年开始。巨额投资和资本支出最早将于23年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能才刚刚开始。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia游戏和数据中心收入变化%（公司备案）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia在23年第二季度的初步发布中警告称，预计收入为$6.7 B，同比仅增长3%，远低于之前预期的$8.1 B（增长24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，正如Nvidia强调的那样，尽管数据中心增长依然强劲，但预计游戏将下降33.4%，如上所示。然而，英伟达的游戏增长已经从22年第一季度的峰值增长开始持续下降，因为游戏开始应对充满挑战的竞争，而大流行后的重新开放使情况变得更加复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密货币挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达始终保持其对游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋(Elon Musk)在6月份的一次会议上强调，他预计游戏行业将继续保持强劲的增长节奏。他明确表示：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩仍保持稳健。第一季度的销售额比去年同比增长，这真是美妙的一年。因此游戏销量依然强劲。（美国银行2022年全球技术大会）但是，考虑一下黄在两个月后英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着本季度的进展，我们的游戏产品销量预测大幅下降。由于我们预期影响销售的宏观经济状况将持续，我们与博彩合作夥伴采取行动调整渠道价格及库存。–NVIDIA因此，我们认为黄和团队已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行力薄弱。鉴于Nvidia在2018年应对加密货币低迷的经验，我们对管理层在第二季度初步发布前管理指导的方式感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对Omniverse机会的兴奋尚未获得显着的吸引力。因此，我们敦促投资者关注其数据中心未来的增长节奏，因为这对于支撑NVDA昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>汽车行业在过去四个季度增长不温不火后成为亮点。然而，考虑到其设计渠道的规模和增长势头，高通(QCOM)仍然相信其数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，不要简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在5月份的一次会议上强调，其数字机箱直接与Mobileye(INTC)竞争，表明其中两家处于领先地位，但没有提及Nvidia。管理层还在最近的第三季度收益中强调，其汽车设计渠道已获得超过19B美元的收入，汽车收入为3.5亿美元，同比增长38%。此外，该公司强调其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信NVDA可能会在6月份出现中期底部，与其semi同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，考虑到科技熊市，成长型和科技投资者的选择太多了。处于底部并不一定意味着投资者应该抓住机会添加NVDA，因为我们认为它的表现仍可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对NVDA的持有评级</i>并敦促投资者将目光投向别处。</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>Nvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：第二季度指引下调，执行问题再次浮出水面</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Execution Issues Surfacing Again With Its Downcast Q2 Guidance<blockquote>英伟达：第二季度指引下调，执行问题再次浮出水面</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\">2022-08-09 23:32</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>Nvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.</li><li>We are disappointed that Nvidia didn&#39;t learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.</li><li>Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia&#39;s commentary. Therefore, execution is very poor.</li><li>We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.</li></ul><b>Thesis</b></p><p><blockquote><ul><li>英伟达发布的第二季度prelim版本远低于之前的指导，尤其是在游戏领域，震惊了市场。管理层大大夸大了其预测模型。</li><li>我们感到失望的是，英伟达没有从2018年的经济低迷中充分吸取教训，其夸大了指导。结果，管理层在我们这里失去了一些信誉。</li><li>博通在2021年9月警告称，当前的周期是不可持续的。但是，我们在英伟达的评论中没有观察到这样的预警。因此，执行力很差。</li><li>我们重申持有评级，因为我们认为NVDA的表现可能会继续逊于市场。</li></ul><b>论文</b></blockquote></p><p>NVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street&#39;s consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.</p><p><blockquote>英伟达公司（纳斯达克股票代码：NVDA）公布的第二季度初步业绩远低于其指引和华尔街共识，震惊了市场。我们在上一篇文章中强调，英伟达的表现可能会继续逊于市场，尽管我们评估其已接近底部。</blockquote></p><p>While we expected NVDA to stage a short-term rally from its June lows, we didn&#39;t envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday&#39;s sell-off).</p><p><blockquote>虽然我们预计NVDA将从6月低点出现短期反弹，但我们并不认为NVDA会继续跑赢市场。值得注意的是，NVDA在过去两个月（甚至在昨天的抛售之前）的表现逊于景顺QQQ ETF(QQQ)和科技ETF(XLK)。</blockquote></p><p>We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market&#39;s cyclical nature with its so-called &#34;secular&#34; opportunities.</p><p><blockquote>我们仍然相信，尽管NVDA的评级从2021年11月的高点遭受重创，但市场已大幅下调。当关键时刻到来时，管理层未能让我们相信英伟达可以通过其所谓的“长期”机会克服市场的周期性。</blockquote></p><p>Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.</p><p><blockquote>再加上收入增长可能放缓及其陡峭的增长溢价，我们敦促投资者在成长股和科技股中寻找其他遭受重创的机会来增加投资。尽管如此，我们预计半成品已经触底，并且预计NVDA不会进一步下跌。因此，我们敦促投资者不要恐慌性抛售。</blockquote></p><p>Therefore, we reiterate our Hold rating on NVDA for now.</p><p><blockquote>因此，我们暂时重申对NVDA的持有评级。</blockquote></p><p><b>Nvidia Lost Credibility With Its Caution</b></p><p><blockquote><b>英伟达因其谨慎而失去了信誉</b></blockquote></p><p>We are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.</p><p><blockquote>我们是NVDA的股东，NVDA在我们的投资组合中占有合理的权重。因此，我们认为其第二季度初步发布的警告令人非常失望，但并不意外。</blockquote></p><p>We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:</p><p><blockquote>我们清楚地记得博通(AVGO)首席执行官Hock Tan在2021年9月对当前的经济低迷发出警告，证明了他的先见之明和可信度。我们还在去年的文章中强调了他的评论，他强调：</blockquote></p><p>And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There&#39;s no way we can consume on all that forever. And that&#39;s what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in &#39;23 earliest. Then I see &#39;23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)<img src=\"https://static.tigerbbs.com/66ac20e2b8ed62af8f2aeaa78f94ad5e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p><blockquote>直截了当地回答你的问题，我没有看到任何具体的驱动因素或原因，为什么我们今天看到的实力实际上只不过是一个夸大的上升周期。我们总是要经历一段消化期。我们不可能永远消耗这些。这就是所谓的周期，特别是当我们预计供应将从中发挥作用时——摆脱当前的紧张，但可以追溯到2020年，并将于2023年开始。巨额投资和资本支出最早将于23年开始部署产能。然后我看到23年我们有供应。我认为需求的消化可能才刚刚开始。（博通文章）</blockquote></p><p>Nvidia gaming and data center revenue change %(Company filings)</p><p><blockquote>Nvidia游戏和数据中心收入变化%（公司备案）</blockquote></p><p>Nvidia warned in its preliminary release for FQ2&#39;23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).</p><p><blockquote>Nvidia在23年第二季度的初步发布中警告称，预计收入为$6.7 B，同比仅增长3%，远低于之前预期的$8.1 B（增长24.4%）。</blockquote></p><p>The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia&#39;s gaming growth has already trended down consistently from its peak growth in FQ1&#39;22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.</p><p><blockquote>罪魁祸首是游戏，正如Nvidia强调的那样，尽管数据中心增长依然强劲，但预计游戏将下降33.4%，如上所示。然而，英伟达的游戏增长已经从22年第一季度的峰值增长开始持续下降，因为游戏开始应对充满挑战的竞争，而大流行后的重新开放使情况变得更加复杂。</blockquote></p><p>Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.</p><p><blockquote>此外，加密货币挖矿的破坏增加了游戏卡ASP的阻力，为Nvidia准备推出RTX 40系列Ada Lovelace显卡带来了进一步的挑战。</blockquote></p><p>But, Nvidia has consistently maintained its &#34;strong&#34; belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:</p><p><blockquote>但是，英伟达始终保持其对游戏领域的“坚定”信念，经常强调其实力和一致性。首席执行官黄仁勋(Elon Musk)在6月份的一次会议上强调，他预计游戏行业将继续保持强劲的增长节奏。他明确表示：</blockquote></p><p>China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia&#39;s prelim release. He said:</p><p><blockquote>中国是一个重要的市场。俄罗斯是我们博彩业务的重要市场。然而，即使面对中国和俄罗斯，博彩仍保持稳健。第一季度的销售额比去年同比增长，这真是美妙的一年。因此游戏销量依然强劲。（美国银行2022年全球技术大会）但是，考虑一下黄在两个月后英伟达的初步发布中强调的内容。他说：</blockquote></p><p></p><p>Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang &amp; team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia&#39;s experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.</p><p><blockquote>随着本季度的进展，我们的游戏产品销量预测大幅下降。由于我们预期影响销售的宏观经济状况将持续，我们与博彩合作夥伴采取行动调整渠道价格及库存。–NVIDIA因此，我们认为黄和团队已经失去了我们的一些信誉。此外，这表明该公司夸大了其预测模型，导致执行力薄弱。鉴于Nvidia在2018年应对加密货币低迷的经验，我们对管理层在第二季度初步发布前管理指导的方式感到非常失望。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8cf57b7e1fc91128408275fb9e5712e2\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Nvidia pro viz and automotive revenue change %(Company filings)</p><p><blockquote>Nvidia pro viz和汽车收入变化百分比（公司文件）</blockquote></p><p>Nvidia&#39;s pro visualization segment&#39;s growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it&#39;s critical to underpin NVDA&#39;s expensive valuation.</p><p><blockquote>英伟达专业可视化部门的增长也明显放缓，反映出其游戏部门的疲软。因此，对Omniverse机会的兴奋尚未获得显着的吸引力。因此，我们敦促投资者关注其数据中心未来的增长节奏，因为这对于支撑NVDA昂贵的估值至关重要。</blockquote></p><p>Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it&#39;s the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm&#39;s performance and not simply buy into Nvidia&#39;s commentary on its auto momentum.</p><p><blockquote>汽车行业在过去四个季度增长不温不火后成为亮点。然而，考虑到其设计渠道的规模和增长势头，高通(QCOM)仍然相信其数字机箱的领先企业。因此，我们敦促英伟达投资者密切关注高通的业绩，不要简单地相信英伟达对其汽车势头的评论。</blockquote></p><p>Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.</p><p><blockquote>高通在5月份的一次会议上强调，其数字机箱直接与Mobileye(INTC)竞争，表明其中两家处于领先地位，但没有提及Nvidia。管理层还在最近的第三季度收益中强调，其汽车设计渠道已获得超过19B美元的收入，汽车收入为3.5亿美元，同比增长38%。此外，该公司强调其开放平台有助于刺激汽车原始设备制造商的采用。因此，英伟达投资者需要仔细评估来自高通的竞争。</blockquote></p><p><b>Is NVDA Stock A Buy, Sell, Or Hold?</b></p><p><blockquote><b>NVDA股票是买入、卖出还是持有？</b></blockquote></p><p>We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.</p><p><blockquote>我们相信NVDA可能会在6月份出现中期底部，与其semi同行一致。</blockquote></p><p>But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn&#39;t necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.</p><p><blockquote>但是，考虑到科技熊市，成长型和科技投资者的选择太多了。处于底部并不一定意味着投资者应该抓住机会添加NVDA，因为我们认为它的表现仍可能逊于市场。</blockquote></p><p>Therefore, <i>we reiterate our Hold rating on NVDA</i> and urge investors to look elsewhere.</p><p><blockquote>因此，<i>我们重申对NVDA的持有评级</i>并敦促投资者将目光投向别处。</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/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4531838-nvidia-execution-issues-surfacing-with-downcast-q2-guidance?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255732","content_text":"SummaryNvidia shocked the market as it posted its Q2 prelim release that came in well below its previous guidance, particularly in gaming. Management has overstated its forecasting models tremendously.We are disappointed that Nvidia didn't learn sufficiently from the previous downturn in 2018 with its overstated guidance. As a result, management has lost some credibility with us.Broadcom warned in September 2021 that the current cycle was unsustainable. But, we have not observed such early warning in Nvidia's commentary. Therefore, execution is very poor.We reiterate our Hold rating, as we believe NVDA could continue underperforming the market.ThesisNVIDIA Corporation (NASDAQ:NVDA) stunned the market as it announced its Q2 preliminary results that came in well below its guidance and the Street's consensus. We highlighted in our previous article that NVIDIA could continue to underperform the market, even though we assessed that it was near its bottom.While we expected NVDA to stage a short-term rally from its June lows, we didn't envisage NVDA to continue outperforming the market. Notably, NVDA has underperformed the Invesco QQQ ETF (QQQ) and the Technology ETF (XLK) over the past two months (even before yesterday's sell-off).We maintain our conviction that the market has materially de-rated NVDA, despite its battering from its November 2021 highs. Management has failed to convince us when chips are down that Nvidia could overcome the market's cyclical nature with its so-called \"secular\" opportunities.Coupled with potentially slowing revenue growth and its steep growth premium, we urge investors to find other well-beaten down opportunities in growth and tech stocks to add exposure. Notwithstanding, we expect semis to have bottomed out and do not expect much further downside in NVDA. As a result, we urge investors not to sell in panic.Therefore, we reiterate our Hold rating on NVDA for now.Nvidia Lost Credibility With Its CautionWe are shareholders of NVDA, which account for a reasonable weighting in our portfolio. Therefore, we consider the warning on its Q2 prelim release a massive disappointment but not unexpected.We vividly remember Broadcom (AVGO)CEO Hock Tan cautioned about the current semi downturn in September 2021, demonstrating his prescience and credibility. We also highlighted his comments in our article last year, as he accentuated:And to answer your question point-blank, I do not see any specific drivers or reasons why the strength we see today is really nothing more than of an exaggerated up-cycle. We always go through a period of digestion. There's no way we can consume on all that forever. And that's what is called a cycle, particularly when we expect supply to come into play out of this - out of the current tightness, but dated back to 2020 to start coming in 2023. And the massive investment and CapEx will start deploying capacity in '23 earliest. Then I see '23 where we have supply. And I think digestion of demand might just start to occur. (Broadcom article)Nvidia gaming and data center revenue change %(Company filings)Nvidia warned in its preliminary release for FQ2'23that it expects to post revenue of $6.7B, up by just 3% YoY, down significantly from its previous outlook of $8.1B (up 24.4%).The main culprit is gaming, as Nvidia highlighted that it expects gaming to post a decline of 33.4%, as seen above, even though data center growth remains robust. However, Nvidia's gaming growth has already trended down consistently from its peak growth in FQ1'22, as gaming started to lap challenging comps, complicated by the post-pandemic reopening.Furthermore, the destruction in crypto mining added to the headwinds in gaming cards ASPs, creating further challenges for Nvidia as it prepares to launch its RTX 40-series Ada Lovelace graphics.But, Nvidia has consistently maintained its \"strong\" belief in its gaming segment, often accentuating its strength and consistency. CEO Jensen Huang highlighted in a June conference that he expects gaming to continue posting robust growth cadence. He articulated:China is a significant market. Russia is a meaningful market for our gaming business. However, gaming remains solid even in the face of China and Russia. Q1 sell-through grew year-over-year over last year, which was a really fantastic year. And so gaming sell-through remains solid. (BofA 2022 Global Technology Conference)But, consider what Huang emphasized two months later in Nvidia's prelim release. He said:Our gaming product sell-through projections declined significantly as the quarter progressed. As we expect the macroeconomic conditions affecting sell-through to continue, we took action with our Gaming partners to adjust channel prices and inventory. - NvidiaTherefore, we believe Huang & team has lost some credibility with us. Moreover, it shows that the company overstated its forecasting models, resulting in weak execution. Given Nvidia's experience navigating the previous crypto downturn in 2018, we are highly disappointed with how management has managed its guidance heading into its Q2 prelim release.Nvidia pro viz and automotive revenue change %(Company filings)Nvidia's pro visualization segment's growth has also slowed down markedly, reflecting the weakness in its gaming segment. Therefore, the euphoria over the Omniverse opportunity has yet to gain significant traction. As a result, we urge investors to pay attention to its data center growth cadence moving forward, as it's critical to underpin NVDA's expensive valuation.Automotive is the bright spot after tepid growth over the past four quarters. However, QUALCOMM (QCOM) remains confident that it's the leading player with its digital chassis, given the size of its design pipeline and growth momentum. Therefore, we urge Nvidia investors to pay close attention to Qualcomm's performance and not simply buy into Nvidia's commentary on its auto momentum.Qualcomm highlighted in a May conference that its digital chassis competes with Mobileye (INTC) directly, suggesting two of them are leading the pack, without mentioning Nvidia. Management also accentuated in its recent Q3 earnings that it has garnered more than $19B in its auto design pipeline, and delivered auto revenue of $350M, up 38% YoY. Furthermore, the company emphasized that its open platform helps spur adoption by auto OEMs. Therefore, Nvidia investors need to assess the competition from Qualcomm carefully.Is NVDA Stock A Buy, Sell, Or Hold?We are confident that NVDA has likely staged its medium-term bottom in June, in line with its semi peers.But, growth and tech investors are spoilt for choice, given the tech bear market. Being at a bottom doesn't necessarily mean that investors should jump on the opportunity to add NVDA, as we believe it could still underperform the market.Therefore, we reiterate our Hold rating on NVDA and urge investors to look elsewhere.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614419138,"gmtCreate":1653718708726,"gmtModify":1704857990719,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614419138","repostId":"2238290956","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622792401,"gmtCreate":1675854212503,"gmtModify":1675860955232,"author":{"id":"4096363831830380","authorId":"4096363831830380","name":"Shawrac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096363831830380","authorIdStr":"4096363831830380"},"themes":[],"htmlText":"Hmmmmmmmmm","listText":"Hmmmmmmmmm","text":"Hmmmmmmmmm","images":[{"img":"https://static.tigerbbs.com/4e0e74a585c06eb7db14e6ec43065bb1","width":"750","height":"1052"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622792401","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}