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Proximus

Proximus

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2021-10-29

Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower before buying.

Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>

2021-10-30

Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha

Wall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</blockquote>

2021-10-30

She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon > 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3只股票</blockquote>

2021-10-30

Banking on the return of XRP

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2021-10-30

My bets are on KO

5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>

2021-10-30

Don’t forget META! It is MANGA now

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2021-10-29

Buy the dip at 3K

Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</blockquote>

2021-10-28

MSFT is beast and been growing YoY. Am bullish on their Azure.

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2021-10-29

Time to watch the VIX and VXN

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2021-10-29

Buy the dip. Bought at 309!

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An wise old man once told me - Stock market is the only place when nobody wants to buy even on discount. Lol","listText":"Will next week be the start after FOMC?Let see and have warchest ready to buy the discounted quality blue chips. An wise old man once told me - Stock market is the only place when nobody wants to buy even on discount. Lol","text":"Will next week be the start after FOMC?Let see and have warchest ready to buy the discounted quality blue chips. An wise old man once told me - Stock market is the only place when nobody wants to buy even on discount. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840338275","repostId":"1130019043","repostType":4,"repost":{"id":"1130019043","kind":"news","pubTimestamp":1635579123,"share":"https://www.laohu8.com/m/news/1130019043?lang=zh_CN&edition=full","pubTime":"2021-10-30 15:32","market":"hk","language":"en","title":"Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming<blockquote>华尔街顶级策略师预计第四季度将出现10%的快速调整</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130019043","media":"24/7 wall street","summary":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors a","content":"<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p><p><blockquote>在金融界，大量的首字母缩略词用于各种各样的项目。大多数投资者都很清楚FAANG股票，它们是统治市场的大型科技巨头。此外，<a href=\"https://laohu8.com/S/AONE.U\">一</a>FOMO是用来描述股市持续上涨的首字母缩略词之一，尤其是当“逢低买入”人群在大量抛售后控制局面时。</blockquote></p><p> One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. 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Those who did so at the height of the sell-off in 2020 posted some massive gains.</p><p><blockquote>如果说过去几年华尔街有哪一位股票策略师是正确的，那就是Stifel的机构股票策略主管巴里·班尼斯特(Barry Bannister)，他向客户建议，我们可能会遭遇TINA陷阱抛售。多年来，我们一直在报道他杰出而有先见之明的评级，通常当他说话时，我们会倾听。那些在2020年抛售最严重的时候这样做的人取得了一些巨大的收益。</blockquote></p><p> On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&amp;P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p><p><blockquote>2020年3月19日，就在3月23日抛售和投资者投降最后激增的短短四天前，班尼斯特和他的团队放弃了对缓解性反弹的预测，该反弹将使标普500在4月30日之前升至2,750点。3月23日，该指数盘中最低触及2191点，收盘于2237点。</blockquote></p><p> We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&amp;P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&amp;P 500 to 3,250 by August 30.</p><p><blockquote>我们当时报道了这一令人难以置信的大胆预测，虽然有些人对看涨期权非常怀疑，但班尼斯特当时在金融媒体上发表了先决条件，给出了他的公司做出这一预测的理由。2020年4月初，随着有关COVID-19大流行的令人震惊的消息充斥电视广播，Stifel站出来为看涨期权辩护，告诉客户坚持自己的立场。4月中旬，随着华尔街其他人终于加入进来，Stifel将4月底的目标上调至2,950点。4月30日，与Stifel激光般的看涨期权一致，标普500在触及2930点的盘中高点并在前一天交易至2950点后收于2912点。2020年5月下旬，Stifel再次将标普500的目标价上调至8月30日的3,250点。</blockquote></p><p> Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p><p><blockquote>班尼斯特又一次看到了地平线上的乌云，这是有充分理由的。从股票到黄金、国债和石油，一切都被推高。这是FOMO担忧和TINA心态独特结合的结果。在一份新的研究报告中，班尼斯特和他的团队认为，第四季度剩余几个月可能会出现闪电般的10%修正。报告指出：</blockquote></p><p>   Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&amp;P 500 corrections occur, and we see downside equating to the S&amp;P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.    Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.    Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&amp;P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&amp;P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&amp;P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024. </p><p><blockquote>近期在2021年第四季度，我们注意到等权重周期性股票与防御性股票非常接近市盈率驱动的标普500修正发生的点，我们认为下行相当于标普500从目前的4,535点下跌至约4,000点（之前的观点为3,800点），由于我们看到了中期周期风险，第四季度的修正约为10%。我们的目标和担忧基于全球流动性放缓和金融状况收紧，美联储将逐步但坚定不移地退出（尤其是在美联储主席任命之后）。当然，美联储膨胀的TINA交易“别无选择”（股票）是存在的，但每个人都“带着一个计划”进入拳击场，以逢低买入……直到他们受到两位数的修正。展望2022年中期至2025年，我们观察到价值与增长遵循标普500除以大宗商品指数比率，该比率在2020年飙升（青睐成长股），在2021年下跌（青睐价值股），并可能在2022年中期反弹（标普500修正后）有利于增长，下跌后。我们还表明，尽管量化宽松缩减，到2022年6月，标普500仍可能达到5,200（TINA的最后一口气？）.此外，我们没有看到真正的熊市，在联邦基金利率达到1%（加息4次）之前，熊市将下跌20%或更多，联邦基金期货表明这种情况要到2024年才会发生。</blockquote></p><p></p>","source":"lsy1620372341666","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>Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming<blockquote>华尔街顶级策略师预计第四季度将出现10%的快速调整</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\">\nTop Wall Street Strategist Sees a Fast 10% Q4 Correction Coming<blockquote>华尔街顶级策略师预计第四季度将出现10%的快速调整</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-10-30 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p><p><blockquote>在金融界，大量的首字母缩略词用于各种各样的项目。大多数投资者都很清楚FAANG股票，它们是统治市场的大型科技巨头。此外，<a href=\"https://laohu8.com/S/AONE.U\">一</a>FOMO是用来描述股市持续上涨的首字母缩略词之一，尤其是当“逢低买入”人群在大量抛售后控制局面时。</blockquote></p><p> One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.</p><p><blockquote>TINA是市场词汇中最新出现的首字母缩略词之一。这代表“别无选择”，这是对股市不断上涨的解释。基本上，这意味着，由于债券和现金的收益率非常低，特别是在通货膨胀加剧的情况下，持有股票（尤其是那些支付稳定且可预测股息的股票）是保持领先地位的唯一途径。</blockquote></p><p> If any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.</p><p><blockquote>如果说过去几年华尔街有哪一位股票策略师是正确的，那就是Stifel的机构股票策略主管巴里·班尼斯特(Barry Bannister)，他向客户建议，我们可能会遭遇TINA陷阱抛售。多年来，我们一直在报道他杰出而有先见之明的评级，通常当他说话时，我们会倾听。那些在2020年抛售最严重的时候这样做的人取得了一些巨大的收益。</blockquote></p><p> On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&amp;P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p><p><blockquote>2020年3月19日，就在3月23日抛售和投资者投降最后激增的短短四天前，班尼斯特和他的团队放弃了对缓解性反弹的预测，该反弹将使标普500在4月30日之前升至2,750点。3月23日，该指数盘中最低触及2191点，收盘于2237点。</blockquote></p><p> We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&amp;P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&amp;P 500 to 3,250 by August 30.</p><p><blockquote>我们当时报道了这一令人难以置信的大胆预测，虽然有些人对看涨期权非常怀疑，但班尼斯特当时在金融媒体上发表了先决条件，给出了他的公司做出这一预测的理由。2020年4月初，随着有关COVID-19大流行的令人震惊的消息充斥电视广播，Stifel站出来为看涨期权辩护，告诉客户坚持自己的立场。4月中旬，随着华尔街其他人终于加入进来，Stifel将4月底的目标上调至2,950点。4月30日，与Stifel激光般的看涨期权一致，标普500在触及2930点的盘中高点并在前一天交易至2950点后收于2912点。2020年5月下旬，Stifel再次将标普500的目标价上调至8月30日的3,250点。</blockquote></p><p> Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p><p><blockquote>班尼斯特又一次看到了地平线上的乌云，这是有充分理由的。从股票到黄金、国债和石油，一切都被推高。这是FOMO担忧和TINA心态独特结合的结果。在一份新的研究报告中，班尼斯特和他的团队认为，第四季度剩余几个月可能会出现闪电般的10%修正。报告指出：</blockquote></p><p>   Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&amp;P 500 corrections occur, and we see downside equating to the S&amp;P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.    Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.    Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&amp;P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&amp;P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&amp;P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024. </p><p><blockquote>近期在2021年第四季度，我们注意到等权重周期性股票与防御性股票非常接近市盈率驱动的标普500修正发生的点，我们认为下行相当于标普500从目前的4,535点下跌至约4,000点（之前的观点为3,800点），由于我们看到了中期周期风险，第四季度的修正约为10%。我们的目标和担忧基于全球流动性放缓和金融状况收紧，美联储将逐步但坚定不移地退出（尤其是在美联储主席任命之后）。当然，美联储膨胀的TINA交易“别无选择”（股票）是存在的，但每个人都“带着一个计划”进入拳击场，以逢低买入……直到他们受到两位数的修正。展望2022年中期至2025年，我们观察到价值与增长遵循标普500除以大宗商品指数比率，该比率在2020年飙升（青睐成长股），在2021年下跌（青睐价值股），并可能在2022年中期反弹（标普500修正后）有利于增长，下跌后。我们还表明，尽管量化宽松缩减，到2022年6月，标普500仍可能达到5,200（TINA的最后一口气？）.此外，我们没有看到真正的熊市，在联邦基金利率达到1%（加息4次）之前，熊市将下跌20%或更多，联邦基金期货表明这种情况要到2024年才会发生。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/\">24/7 wall street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130019043","content_text":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, one of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.\nOne of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.\nIf any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.\nOn March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.\nWe covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&P 500 to 3,250 by August 30.\nOnce again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:\n\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&P 500 corrections occur, and we see downside equating to the S&P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n\n\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n\n\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840950300,"gmtCreate":1635577912956,"gmtModify":1635577913018,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha&nbsp;","listText":"Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha&nbsp;","text":"Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840950300","repostId":"1112945208","repostType":4,"repost":{"id":"1112945208","kind":"news","pubTimestamp":1635577312,"share":"https://www.laohu8.com/m/news/1112945208?lang=zh_CN&edition=full","pubTime":"2021-10-30 15:01","market":"hk","language":"en","title":"Wall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112945208","media":"Benzinga","summary":"Does crime pay?\nWall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicl","content":"<p><div> Does crime pay? Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the ...</p><p><blockquote><div>犯罪有报酬吗？《华尔街罪与罚》是Benzinga的菲尔·霍尔(Phil Hall)的每周系列节目，记录了银行家、经纪人和金融家，他们的野心和贪婪使他们陷入了困境...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">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>Wall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</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\">\nWall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 15:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Does crime pay? Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the ...</p><p><blockquote><div>犯罪有报酬吗？《华尔街罪与罚》是Benzinga的菲尔·霍尔(Phil Hall)的每周系列节目，记录了银行家、经纪人和金融家，他们的野心和贪婪使他们陷入了困境...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">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":"https://static.tigerbbs.com/76a5f973ee63cb45a72044f57e3a023d","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112945208","content_text":"Does crime pay?\nWall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the wrong direction.\n“Be careful who you let into your life,” declared a meme onChristian Meissenn’sInstagram page. “People will come and drain the s**t out of you…then leave and blame everything on you.”\nWas Meissenn’s meme a cry of anguished warning against a world full of evil, or a self-tribute? After all, his claim to notoriety was ruining the lives of thousands of people who saw their money disappear into his warped fantasy world of promised penny stock glories.\nThe irony of that meme posting was that it happened at all. Meissen was able to play around on social media by making himself a victim of a greater injustice than the brutal scams he enacted on others.\nThe Strategy: On Nov. 8, 2016, Meissenn pleaded guilty to one count of conspiracy to commit mail and wire fraud and one count of tax evasion in connection to his grand scheme. A plea of not guilty would have been ridiculous — not with the wealth of evidence stacked against him.\nStarting in 2009, Meissenn and six accomplices (including two unscrupulous lawyers) orchestrated a seven-year pump-and-dump attack against vulnerable investors to buy shares in penny stock companies, which were mostly shell companies that fell under their control.\nThis gang unleashed an endless series of telephone calls and emails that bombarded the investors with grand promises of extraordinary returns on investments, while dishonest press releases went across the Internet with wild misrepresentations of the companies’ activities. The attorneys signed phony opinion letters offering false assurances to securities transfer agents and prospective investors that they reviewed corporate records and filings for the issuing companies and were satisfied with the adequacy of the companies’ public disclosures.\nMeissenn and his gang gleefully reeled-in victims who naively sank money into the worthless stocks, bringing their prices to heights where they never belonged. When the prices reached inflated zeniths, the miscreants quickly cashed out and laughed over their gains while their investors were left with worthless stocks and no hope of recovering their losses. By the time the feds moved in during the summer of 2016, more than 12,000 investors collectively lost nearly $19 million.\nBetween 2011 and 2015, Meissenn accumulated roughly approximately $4.4 million from the scheme, but rather than deposit the money into his bank account he diverted most of his ill-gotten gains into an attorney’s trust account. The attorney was then directed to either wire funds or send checks to Meissenn — and none of this money was declared on his income taxes. When the Internal Revenue Service finally figured out what he pulled, Meissenn had tiptoed away from paying $1.5 million in federal income taxes.\nA declaration of innocence in the face of this evidence was untenable, Meissenn realized, but cooperating with guilty pleas was not a happier solution. He faced up to 20 years behind bars for accepting guilt on the conspiracy to commit mail and wire fraud charge and a maximum of five years for the tax evasion count.\nBut Meissenn had a curious talent for hitting a cosmic reset button that changed his situation when change was needed.\nThe American Adventure: Christian Meissenn only existed in America — in his native Bulgaria, he was Christian Levon Nigohossian. In 1987, the 15-year-old Nigohossian and his mother fled their impoverished country and a miserable domestic life under his abusive father for a better opportunity across the Atlantic.\nHe would later claim that his mother worked very long hours to support them, which distorted their relationship — he recalled their relationship was “more a friendship than a parental one.”\nHe may or may not have fallen into juvenile delinquency. An unpublished autobiographical novel called “Raised by Wolves” offers a colorful, Martin Scorsese-style coming-of-age tale with street gangs and petty crime, but given his shaky acquaintance with the truth it is hard to discern where boisterous tales replaces less-than-entertaining facts. Still, another meme on his Instagram page asked male viewers to “Be the Man You Needed as a Boy,” a hint that his youthful years went awry without paternal guidance.\nNigohossian found his way into the broker-dealer world in the mid-1990s and began to claim executive positions in sketchy companies. He was cited as treasurer and secretary of The Minneapolis Company and president of Speed of Thought Trading Corp. and GIT Securities. Most of these companies were expelled from their industry by FINRA, which also barred Nigohossian from working as a broker.\nSomewhere along the way, Nigohossian jettisoned his surname for Meissenn. He would call himself Christian Mason and Christopher Mason in his penny stock scheme and he erased all traces of his Eastern European roots from his voice, speaking English with a non-regional American accent. He also found his way to Connecticut, where he registered a skein of intriguing business names with the state, including Bubble’s Lounge and Pip Stop Trading without actually setting up a business.\nIn September 2013, the Connecticut Department of Banking issued a cease-and-desist order after determining Meissenn and his business cronies sold unregistered securities for six companies in violation of state law. He was also accused of violating state law by “inducing investors who previously bought securities issued by one or more of the referenced entities to swap their shares at a premium for different securities, promising profitability but not disclosing critical information on the entity, the involvement of Meissenn in the entity’s operations and the impact of dilution.”\nDespite these setbacks, Meissen carried on and in 2017 he claimed to hold the rights to the Atari Games trademark and was “rebuilding the brand in a brand new entity.” This claim came as a surprise to Atari Interactive, which filed a complaint with the U.S. Patent and Trademark Office. Incredibly, this occurred while Meissenn was awaiting sentencing for his penny stock swindles.\nThe Ultimate Death Sentence: Meissenn was free on bail after pleading guilty to his penny stock chicanery, but his original sentencing date of Jan. 31, 2017, wound up being postponed until Nov. 30, 2018, due to the aggressive work of his attorney, Cody N. Guarnieri, in turning Meissenn from a predator into a victim.\nGuarnieri disclosed during the sentencing that Meissenn was a patient at Yale New Haven Hospital for two rare diseases: Erdheim-Chester disease, a slow-metastasizing blood cancer, and retroperitoneal fibrosis, an inflammatory disorder that creates abnormal fiber-like tissue in the abdomen. Guarnieri informed the court that Meissenn’s condition was terminal and the chemotherapy treatment he was receiving would only slow the diseases but not cure him.\nEven worse, Guarnieri argued, was whether Meissenn could receive proper medical care while in prison — without the proper care, the attorney insisted, Meissenn would be assured that his prison term would be a death sentence.\nAmazingly, Guarnieri was able to recruit prosecutors to his side, with Assistant U.S. Attorney Avi M. Perry informing the court that Meissenn only had between 1½ and 5 years to live.\nMeissenn’s wife Kerry was brought forth to close the sale, recounting the tragedy in watching her husband’s rapidly deteriorating health, including decreased mobility, fraying memory, and shaking and vomiting from the chemotherapy treatments.\n“He is definitely not the man I married,” she said, begging the court to allow her husband to serve his sentence under house arrest without prison time.\nU.S. District Court Judge Jeffrey A. Meyer listened to the presentations in his New Haven court and spoke calmly about the case before him. He did not absolve Meissenn, branding him as a “brazen criminal” who became wealthy by “ripping people off.” Meyer also pointed to the health issues that burdened the “staggering number of victims” of Meissenn’s pump and dump scam.\nAnd then, Meyer embraced the argument for leniency.\n“The victims come to court and say they want justice done and don’t even care about the how,” Meyer said. “I look at your case, and I have to wonder whether some providential force — I’m sure this has crossed your mind many times — has essentially decided to send you something much worse than this court could ever do.\n“I believe you should serve some prison time,” Meyer added, “but I don’t believe it should be so much you don’t see your children again.”\nMeyer sentenced Meissenn to three months in prison followed by three years of supervised release under house arrest in the comfort of his Suffield, Connecticut, residence. He also ordered Meissenn to pay restitution of $5.3 million to the victims and $1.5 million to the IRS for unpaid taxes, although he acknowledged it was unlikely Meissenn would ever be able to fulfill that requirement.\nMeissenn entered prison in January 2019 and was out in April 2019. In comparison, two of Meissenn’s collaborators each received prison terms of six years months while two others received seven-year sentences. The two attorneys involved in the scam each received three-year sentences.\nDenouement: While Meissenn apologized for his actions during his sentencing, his life outside of his brief stretch behind bars was remarkably free from remorse.\nMeissenn said he authored the autobiographical “Raised By Wolves” and offered graphic novel illustrative glimpses of his story on Instagram of its content. He also claimed a film version was in the works starring Danny Aiello, but there is no evidence that the Oscar-nominated actor was ever attached to this project. Aiello died in December 2019 and Meissenn ceased trumpeting a film production after he passed away.\nMeissenn started a website called Humor the Tumor to find a light spot in chemotherapy treatment but abandoned it after a few dismal attempts at levity. He filled his Instagram page with scatological angry memes and photographs of himself with his hair growing to flowing lengths — in one video post, he blamed chemotherapy for hair loss and then credited it for allowing his tresses to return with a vengeance.\nOne Instagram image from September 2020 showed Meissenn’s hand on the steering wheel of his Lincoln Town Car. Meissenn was driving that vehicle on Aug. 16, 2021, when he was killed in a multiple-vehicle crash on I-95 in lower Connecticut. He was 49 years old at the time of his death and roughly 80 miles away from where he was supposed to have been under house arrest.\nIn the month before his court sentencing, Meissenn posted a photograph of himself on Instagram lying on a pillow featuring the message “People are f**king scumbags” while holding up a book titled “How to Be Your Own Best Friend.” Perhaps this photo encapsulated everything that was wrong with Meissenn — the pillow’s contemptuous message was mirrored in the venality of his stock swindles, and the book he displayed offered cruel evidence that he stupidly self-identified as his own best friend when, in reality, he was really his own worst enemy.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840922137,"gmtCreate":1635577455163,"gmtModify":1635577455267,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon &gt; 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.&nbsp;","listText":"She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon &gt; 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.&nbsp;","text":"She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon > 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840922137","repostId":"1164427432","repostType":4,"repost":{"id":"1164427432","kind":"news","pubTimestamp":1635575541,"share":"https://www.laohu8.com/m/news/1164427432?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:32","market":"sh","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164427432","media":"Motley Fool","summary":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwi","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li>  <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li>  <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest周四增持了Twilio、Teladoc Health和Robinhood的头寸。</li><li>自本周早些时候公布财务业绩以来，Twilio和Robinhood一直在下跌。</li><li>Teladoc在发布季度报告后反弹，但今年仍落后于市场。</li></ul><b>Motley Fool发布罕见的“全押”买入警报</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德(Cathie Wood)已成为风险承受型成长型投资者最知名的基金经理。作为ARK Invest的首席执行官、首席投资官和创始人，伍德对挖掘颠覆性股票的爱好使她成为投资者关注的名字。她的交易所交易基金是去年涨幅最大的基金之一，在经历了2021年的艰难开局之后，ARK Invest开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b>&nbsp;(NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说，并非每一个选择都是赢家，但ARK Invest并不害怕购买伍德在遭受打击时相信的股票。周四，她增持了<b>Twilio</b>（纽约证券交易所代码：TWLO），<b>Teladoc健康</b>（纽约证券交易所代码：TDOC），以及<b>罗宾汉市场</b>（纳斯达克：胡德）。Twilio和Robinhood在本周公布季度业绩后遭受重创。Teladoc在报告发布后走高，但交易价格远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>周四，Twilio公布令人失望的财务业绩后，该公司股价暴跌18%，伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度的业绩超出预期，收入增长65%强于预期，亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是，存在一些压力点，在报告发布后，至少有五位分析师将继续大幅削减该股的目标价。Twilio的指导评级的亏损比分析师预测的要大得多，一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以15美元的价格上市以来，Twilio一直是增长之星。该公司的收入同比增长至少40%，而且这一速度还在加速。Twilio的营收去年增长了55%，今年上半年增长了64%，在最新报告中增长了65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而，其最近的增长很大一部分来自收购，第三季度38%的有机收入增长可能会出现问题。这里的一线希望是，该股自峰值以来跌幅如此之大，即使大幅下调的目标价也高于Twilio目前的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们无法去看医生、治疗师、营养师或其他医学专家时，Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc周三下午的财务更新好坏参半。它的损益表两端都超出了预期，但与Twilio一样，其指引也评级了超出分析师预测的亏损。至少有10名分析师将继续下调该股的目标价，但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc的业务仍在增长，该公司预计今年的访问量将超过1450万次。尽管远程医疗市场竞争日益激烈，但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色，但由于该股自2月份触及历史高点以来已下跌一半以上，因此这一消息令人松了一口气。Teladoc仍然是ARK Invest所有ETF中的第二大持股，周四，Wood购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets现在是一次失败的IPO，在发布了一份残酷的季度报告后，其首次公开募股价格跌破了38美元。你可以选择哪些数字让在线交易平台出错。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从35%的收入增长开始，这远低于华尔街预期的60%的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不好。损失只会越来越大，每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets在今年夏天的第五个交易日的交易价格高达85美元，现在它是一个破发的IPO。伍德正在逢低买入，但Robinhood Markets将不得不引入新功能，才能在交易者转向其他地方的环境中脱颖而出。</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-30 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li>  <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li>  <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest周四增持了Twilio、Teladoc Health和Robinhood的头寸。</li><li>自本周早些时候公布财务业绩以来，Twilio和Robinhood一直在下跌。</li><li>Teladoc在发布季度报告后反弹，但今年仍落后于市场。</li></ul><b>Motley Fool发布罕见的“全押”买入警报</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德(Cathie Wood)已成为风险承受型成长型投资者最知名的基金经理。作为ARK Invest的首席执行官、首席投资官和创始人，伍德对挖掘颠覆性股票的爱好使她成为投资者关注的名字。她的交易所交易基金是去年涨幅最大的基金之一，在经历了2021年的艰难开局之后，ARK Invest开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b>&nbsp;(NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说，并非每一个选择都是赢家，但ARK Invest并不害怕购买伍德在遭受打击时相信的股票。周四，她增持了<b>Twilio</b>（纽约证券交易所代码：TWLO），<b>Teladoc健康</b>（纽约证券交易所代码：TDOC），以及<b>罗宾汉市场</b>（纳斯达克：胡德）。Twilio和Robinhood在本周公布季度业绩后遭受重创。Teladoc在报告发布后走高，但交易价格远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>周四，Twilio公布令人失望的财务业绩后，该公司股价暴跌18%，伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度的业绩超出预期，收入增长65%强于预期，亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是，存在一些压力点，在报告发布后，至少有五位分析师将继续大幅削减该股的目标价。Twilio的指导评级的亏损比分析师预测的要大得多，一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以15美元的价格上市以来，Twilio一直是增长之星。该公司的收入同比增长至少40%，而且这一速度还在加速。Twilio的营收去年增长了55%，今年上半年增长了64%，在最新报告中增长了65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而，其最近的增长很大一部分来自收购，第三季度38%的有机收入增长可能会出现问题。这里的一线希望是，该股自峰值以来跌幅如此之大，即使大幅下调的目标价也高于Twilio目前的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们无法去看医生、治疗师、营养师或其他医学专家时，Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc周三下午的财务更新好坏参半。它的损益表两端都超出了预期，但与Twilio一样，其指引也评级了超出分析师预测的亏损。至少有10名分析师将继续下调该股的目标价，但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc的业务仍在增长，该公司预计今年的访问量将超过1450万次。尽管远程医疗市场竞争日益激烈，但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色，但由于该股自2月份触及历史高点以来已下跌一半以上，因此这一消息令人松了一口气。Teladoc仍然是ARK Invest所有ETF中的第二大持股，周四，Wood购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets现在是一次失败的IPO，在发布了一份残酷的季度报告后，其首次公开募股价格跌破了38美元。你可以选择哪些数字让在线交易平台出错。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从35%的收入增长开始，这远低于华尔街预期的60%的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不好。损失只会越来越大，每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets在今年夏天的第五个交易日的交易价格高达85美元，现在它是一个破发的IPO。伍德正在逢低买入，但Robinhood Markets将不得不引入新功能，才能在交易者转向其他地方的环境中脱颖而出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">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":"https://static.tigerbbs.com/5caed408891c5ae9176e1a31289a0785","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164427432","content_text":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwilio and Robinhood have been falling since reporting financial results earlier this week.\nTeladoc bounced after its quarterly report but is still a market laggard this year.\n\nMotley Fool Issues Rare “All In” Buy Alert\nCathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.\nEvery pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes inTwilio (NYSE:TWLO),Teladoc Health(NYSE:TDOC), andRobinhood Markets(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.\nIMAGE SOURCE: GETTY IMAGES.\nShares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.\nUnfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.\nThere's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.\nHowever, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.\nTelehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.\nTeladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.\nBusiness is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.\nThe quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.\nRobinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.\nWe can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.\nThe trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.\nRobinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.","news_type":1,"symbols_score_info":{"JE":0.9,"ARKIU":0.9}},"isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000476","authorId":"9000000000000476","name":"MirandaTT","avatar":"https://static.tigerbbs.com/d951cad14029bbeea132c0f51f86ea95","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000476","authorIdStr":"9000000000000476"},"content":"who is she? a five-year investment period is correct, i always hold my portfolio for 5 years, and i have been making a lot of money","text":"who is she? a five-year investment period is correct, i always hold my portfolio for 5 years, and i have been making a lot of money","html":"who is she? a five-year investment period is correct, i always hold my portfolio for 5 years, and i have been making a lot of money"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840928078,"gmtCreate":1635577258112,"gmtModify":1635577258217,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"My bets are on KO","listText":"My bets are on KO","text":"My bets are on KO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840928078","repostId":"1160516340","repostType":4,"repost":{"id":"1160516340","kind":"news","pubTimestamp":1635576015,"share":"https://www.laohu8.com/m/news/1160516340?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:40","market":"sh","language":"en","title":"5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160516340","media":"Benzinga","summary":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the ","content":"<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">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 For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">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/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">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":{"CHCO":"City Holding Company","HSY":"好时","TR":"Tootsie Roll Industries Inc","AMCX":"AMC网络公司","JAKK":"杰克仕太平洋"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"HSY":0.9,"TR":0.9,"AMCX":0.9,"JAKK":0.9,"CHCO":0.9}},"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840986004,"gmtCreate":1635575322068,"gmtModify":1635575323641,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Banking on the return of XRP","listText":"Banking on the return of XRP","text":"Banking on the return of XRP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840986004","repostId":"2179212858","repostType":4,"isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840980873,"gmtCreate":1635574922067,"gmtModify":1635574922129,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Don’t forget META! It is MANGA now","listText":"Don’t forget META! It is MANGA now","text":"Don’t forget META! It is MANGA now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840980873","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854725665,"gmtCreate":1635485836195,"gmtModify":1635485836364,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Buy INTC now, wait for AMD to be at $110 and NVIDA at $195","listText":"Buy INTC now, wait for AMD to be at $110 and NVIDA at $195","text":"Buy INTC now, wait for AMD to be at $110 and NVIDA at $195","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854725665","repostId":"1122237204","repostType":4,"repost":{"id":"1122237204","kind":"news","pubTimestamp":1635476471,"share":"https://www.laohu8.com/m/news/1122237204?lang=zh_CN&edition=full","pubTime":"2021-10-29 11:01","market":"us","language":"en","title":"Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD：哪只芯片股票更值得购买？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122237204","media":"Seeking Alpha","summary":"Summary\n\nIntel reported a set of earnings that was pretty decent. However, the market was confused w","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.</li>  <li>Advanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su &amp; Co. is making the most out of Intel's stumbles.</li>  <li>Nvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.</li>  <li>We discuss which semiconductor stock is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8b907cc53a6667f686b7acaf873b0a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英特尔公布了一系列相当不错的收益。然而，市场对其雄心勃勃的增长计划感到困惑。</li><li>Advanced Micro Devices在2021财年继续取得惊人的业绩。苏丽莎博士公司正在充分利用英特尔的失误。</li><li>英伟达将于11月17日发布第三季度成绩单。预计公司增长势头将继续放缓。</li><li>我们讨论现在购买哪只半导体股票更好。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Advanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.</p><p><blockquote>超微设备公司（AMD）最近发布了一份精彩的第三季度成绩单。该公司还轻松超出了市场普遍预期，并重申了AMD作为领先半导体公司之一的地位。</blockquote></p><p> Notably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger &amp; Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.</p><p><blockquote>值得注意的是，该公司取得了收益，而英特尔（INTC）报告了一系列我们认为实际上相当不错的业绩。人们对数据中心性能不佳存在一些担忧，但这是意料之中的。然而，市场并不喜欢帕特·基辛格公司(Pat Gelsinger&amp;Co.)的电报，并在财报公布后大幅下跌该股。英特尔传达了重新夺回其工艺节点领导地位的成本。然而，投资者似乎并不确定该公司雄心勃勃的计划。再加上盈利能力和自由现金流前景减弱，一些价值导向型投资者似乎已走向退出。</blockquote></p><p> Nvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang &amp; Co. see \"sequential growth&nbsp;driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.</p><p><blockquote>Nvidia(NVDA)将于11月17日发布第三季度成绩单。该公司此前曾预计本季度业绩强劲。黄仁勋公司请参阅“环比增长主要是由数据中心需求加速推动的”。该公司还预计其三个市场都将增长，尤其是在游戏领域。鉴于AMD强劲的业绩，投资者的期望也很高。因此，随着NVDA股价本周创下历史新高（ATH），投资者热切期待NVDA的财报发布。</blockquote></p><p> We will discuss which semiconductor stock is the better buy now between them.</p><p><blockquote>我们将讨论他们之间现在购买哪只半导体股票更好。</blockquote></p><p> <b>INTC, NVDA, AMD Stock YTD Performance</b></p><p><blockquote><b>INTC、NVDA、AMD股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc276e3bd3b1b72a0413e8be2d14ebe3\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>INTC, NVDA, AMD stock YTD performance (as of 27 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC、NVDA、AMD股票年初至今表现（截至21年10月27日）。</span></p></blockquote></p><p> NVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.</p><p><blockquote>迄今为止，NVDA股票继续享受非凡的一年。该股本周创下新的ATH，年初至今回报率飙升至87.3%。看跌NVDA的投资者可以随心所欲地说，但我们从未采纳看跌NVDA股票的论点。这根本说不通。该股在Seeking Alpha全年动量评级中获得了最好的A+。因此，我们真的无法理解那些看跌的论点。AMD股票排名第二，年初至今上涨33.3%。该股似乎远远落后于NVDA股票令人难以置信的表现。然而，投资者应该考虑这样一个事实：AMD股票在21年上半年的大部分时间里都处于亏损状态。因此，其在H2'21的巨大势头确实令人印象深刻。因此，该股的势头在Seeking Alpha中也被评为A级。</blockquote></p><p> In contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.</p><p><blockquote>相比之下，长期表现不佳的INTC股票继续表现不佳。该股开局非常亮眼，年初至今上涨了40%。然而，它的势头已经完全消失了。目前，与AMD股票和NVDA股票相比，其年初至今下跌了3.9%，看起来糟透了。此外，Seeking Alpha还给予其动力D+评级。</blockquote></p><p> <b>Intel FQ3 Report Card Is Telling Of Its Weakening Leadership</b></p><p><blockquote><b>英特尔第三季度成绩单表明其领导力正在减弱</b></blockquote></p><p> There's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.</p><p><blockquote>毫无疑问，AMD充分利用了最近对英特尔的主导地位。然而，更令英特尔投资者担忧、同样令AMD投资者感到鼓舞的是他们各自首席执行官提供的明确性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f910460f850f7c0c3bd3508e0812fa7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Intel LTM revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>英特尔LTM按细分市场划分的收入。数据来源：公司备案</span></p></blockquote></p><p> Intel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.</p><p><blockquote>英特尔报告了另一个令人印象深刻的季度，但我们认为这并不意外。当然，与NVDA和AMD相比，该公司的数据中心业务(DCG)仍然令人失望。然而，INTC投资者不应该感到惊讶。</blockquote></p><p></p><p> DCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger &amp; Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.</p><p><blockquote>第三季度DCG季度收入同比增长10%。然而，自20年第二季度以来，DCG收入在过去12个月(LTM)中一直呈下降趋势。在AMD最近的一篇文章中，我们提到Omdia估计AMD的数据中心份额在21年第二季度历史上首次突破15%。回想起来，就在四年前，英特尔在这一领域几乎完全占据主导地位。它清楚地表明，其前管理层的重大失误是如何破坏其先前“无懈可击”的领导地位的。现在，基辛格公司面临着一项不值得羡慕的任务，那就是试图扭转英特尔不断下滑的命运。随着AMD以牺牲英特尔为代价占据技术领先地位，这看起来肯定是一个“轻松的赌注”，该公司可能会继续跑赢大盘。</blockquote></p><p> Intel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.</p><p><blockquote>英特尔客户端计算部门（CCG）在第三季度的业绩表现不佳。其收入分别同比下降1.9%和环比下降4.4%。值得注意的是，这发生在2021年PC销量强劲复苏之际。在苹果(AAPL)最近的一篇文章中，我们提到苹果的Mac部门在2021年表现非常出色。仅在前三个FQ中，Mac就超过了过去三年每个财年的收入。它的复兴也符合业内观察到的趋势。</blockquote></p><p> Counterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021&nbsp;at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"</p><p><blockquote>Counterpoint Research指出，“2021年第三季度，全球PC出货量连续第六次同比增长，达到8420万台。尽管零部件短缺和其他供应限制持续存在，但这一情况还是出现了。”尽管如此，该公司还强调，“[第三季度]9.3%的同比增长意味着自2020年第三季度以来连续四个季度实现两位数同比增长后，PC出货量势头正在放缓。”</blockquote></p><p> Notwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that&nbsp;Apple's YoY shipment growth in CQ2&nbsp;was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.</p><p><blockquote>尽管如此，Mac似乎在第三季度表现强劲。IDC报告称，苹果第二季度出货量同比增长9.4%。此外，Counterpoint research指出，第三季度Mac同比出货量增长加速至10.6%。因此，有趣的是，Mac在第三季度的增长速度甚至超过了行业平均水平。因此，Mac的全球市场份额增长至8.7%。</blockquote></p><p> Therefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.</p><p><blockquote>因此，自与英特尔芯片脱钩以来，苹果似乎一直做得很好。尽管基辛格对未来通过“更好的产品”赢回苹果的业务仍然持乐观态度，但离婚案目前看起来已经“敲定”。但半导体公司的投资者应该记住，在技术领先方面，永远不要说永远。英特尔仍然是一家高利润的公司，因此拥有竞争所需的资金和信念。能否推翻AMD和NVDA的领先地位，还有待观察。但永远不要这么早就放弃公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c622b359fd3a73cac53c0e4410177c3\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>INTC and AMD LTM gross margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC和AMD LTM毛利率。数据来源：标普资本智商</span></p></blockquote></p><p> Pat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:</p><p><blockquote>帕特·基辛格(Pat Gelsinger)宣布了一项雄心勃勃的计划，以承担技术领先地位。这主要是基于其“四年内实现五个工艺节点”的追求，以取代台积电（TSM）的代工领导地位。此外，该公司还愿意“重置”毛利率，与AMD和NVDA同时竞争。即将离任的首席财务官乔治·戴维斯强调：</blockquote></p><p>   <i>We expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years</i>. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology,   <i>we expect gross margins between 51% and 53% over the next 2 to 3 years</i>before moving upward. (from Intel Q3 earnings call)  We find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su &amp; Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.</p><p><blockquote><i>我们预计未来4至5年我们的收入增长将加速至10%至12%的复合年增长率</i>就毛利率而言，受我们产能投资及工艺技术加速的影响，<i>我们预计未来2至3年毛利率将在51%至53%之间</i>在向上移动之前。（来自英特尔第三季度看涨期权收益）我们觉得这很有趣。是的，流程领先和产能扩张的投资将影响其盈利能力。但英特尔认识到这至少需要五年的时间。这个时候，公司是不是要让苏姿丰博士（Dr.Lisa Su&amp;Co.）拿走所有的荣耀，而英特尔则解决它的麻烦？显然不是。帕特认识到他需要一个权宜之计。除了说“我们现在正在降价”来与AMD竞争之外，这已经是最接近的了。</blockquote></p><p> We also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators&nbsp;that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger &amp; Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.</p><p><blockquote>我们还在之前的AMD文章（9月20日发布）中强调，“据报道，英特尔最近准备降低其数据中心芯片的价格。此举被认为是必要的”，以吸引已转向竞争对手Advanced Micro Devices的数据中心运营商。”否则，基辛格公司怎么能如此自信地阻止AMD持续成功的颓势呢？英特尔宣布了一项雄心勃勃的计划，在未来四到五年内将收入以10%到12%的复合年增长率增长。英特尔正试图将自己变回一家成长型公司。如果你想增长，没有技术领先，你必须放弃一些利润。这完全有道理。</blockquote></p><p></p><p> The good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su &amp; Co., you have been cautioned.</p><p><blockquote>好的一面是，英特尔已经是一家高利润的公司。其毛利率较利润率超过60%时明显下降。不过，其56.3%的LTM利润率仍明显高于AMD的46.8%。因此，英特尔的计划是可信的。该公司现在将在定价上与AMD正面竞争，同时投资占据代工领导地位。苏丽莎博士公司，你已经被警告了。</blockquote></p><p> <b>AMD Continues Its Gangbusters Growth</b></p><p><blockquote><b>AMD继续强劲增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb460f1a24eeac1ff3e46cc0ebd78f3\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD quarterly revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD按部门划分的季度收入。数据来源：公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5df5298fbc9733b0c0a8b1110c401ba\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD revenue segments YoY growth. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD收入部门同比增长。数据来源：公司备案</span></p></blockquote></p><p> There's little doubt that Dr. Lisa Su &amp; Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.</p><p><blockquote>毫无疑问，Lisa Su&amp;Co.充分利用了英特尔的绝对混乱。该公司一直在全力以赴，因为它的表现轻松超出了预期。它继续在所有领域展现出巨大的实力。Advanced Micro Devices报告第三季度计算和图形业务收入同比增长43.9%。此外，AMD的企业、嵌入式和半定制(EESC)部门继续保持惊人的表现，收入同比增长68.9%。因此，AMD当然充分利用了英特尔在数据中心方面的亏损。此外，它的计算和图形增长也非常出色。AMD的增长速度无疑比市场快得多。</blockquote></p><p> In fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:</p><p><blockquote>事实上，AMD继续预计第四季度将实现强劲的环比增长。AMD强调：</blockquote></p><p>   We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately   <i>39% year-over-year and approximately 4% sequentially</i>. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021,   <i>we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses</i>, up from the prior guidance of 60%. (from AMD FQ3 earnings call)  For a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.</p><p><blockquote>我们预计营收约为45亿美元，正负1亿美元，增长约<i>同比增长39%，环比增长约4%</i>预计同比增长将受到所有业务增长的推动。预计环比增长将受到服务器和半定制销售额增加的推动。2021年全年，<i>我们现在预计，在所有业务增长的推动下，收入将比2020年增长约65%</i>，高于之前60%的指导。（来自AMD看涨期权第三季度收益）对于一家告诉您预计2020财年同比增长65%的公司来说，很明显它已经取得了惊人的成果。因此，市场应该奖励AMD投资者。AMD股票在经历了年初的跌跌撞撞之后，显然一直跑赢大盘。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9edf4c4d4b8055eee2f32456b6589d\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>AMD est. revenue and EBITDA mean consensus. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD东部时间。收入和EBITDA意味着共识。数据来源：标普资本智商</span></p></blockquote></p><p> However, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.</p><p><blockquote>然而，我们认为投资者需要考虑AMD未来的表现。继第三季度成绩单出色之后，共识预期也被上调。AMD预计收入复合年增长率为30.2%，EBITDA复合年增长率为50.4%。与该公司2021财年65%的收入同比增长指引相比，这是一个明显的减速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970fd9b4cebec404a6c9bcc8c5b18140\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>AMD LTM revenue and EBITDA. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD LTM收入和EBITDA。数据来源：标普资本智商</span></p></blockquote></p><p> Importantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.</p><p><blockquote>重要的是，AMD的LTM收入和EBITDA在过去四年中也分别以31.2%和160%的复合年增长率增长。因此，AMD未来不太可能实现如此惊人的增长。因此，投资者在考虑购买其股票时需要降低预期。他们不能指望AMD继续以如此惊人的增长率不断增长。我们知道这听起来不错，但这根本不可持续。</blockquote></p><p> We can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.</p><p><blockquote>我们也可以从它的FQ3表现中观察到。与前两个季度相比，其细分市场在21年第三季度的同比增长是最慢的。因此，它本身并不慢，但增长似乎正在减速。因此，AMD的投资者们，你们被提醒了。</blockquote></p><p> <b>Nvidia Is Expected To Post Slower Much Growth Than Before</b></p><p><blockquote><b>英伟达的增长预计将比以前慢得多</b></blockquote></p><p> Jensen Huang &amp; Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.</p><p><blockquote>黄仁勋公司将于11月17日发布22年第三季度成绩单。过去，其财报会议往往是备受期待的活动。它的投资者、PC极客和游戏玩家都喜欢NVDA。</blockquote></p><p> The company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.</p><p><blockquote>该公司在之前的收益看涨期权上预计第三季度收入为$6.8 B。共识估计也符合公司的指引。然而，在我们之前的英伟达文章中，我们强调了该公司主要细分市场的收入增长似乎正在减速。</blockquote></p><p> Datacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.</p><p><blockquote>22年第二季度数据中心同比增长率降至35%。而且，游戏也出现了减速的迹象。第二季度的同比增长也放缓至85%。因此，该公司第二季度整体收入同比增速放缓至68.3%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa0d4e579274e870b43dadcb6aa0be7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>NVDA actual and est. quarterly revenue YoY growth. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA实际和预计。季度收入同比增长。数据来源：标普资本智商</span></p></blockquote></p><p> Notably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang &amp; Co. to beat.</p><p><blockquote>值得注意的是，即使最近修订了预测，Nvidia预计在22年第三季度及以后的同比增长仍将放缓。事实上，减速看起来令人震惊。投资者可能不得不降低对NVDA未来强劲增长势头的预期。没有什么是永远直线上升的。展望未来，黄仁勋公司的收入竞争将变得越来越难以击败。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0873d94239c63b839b483644a71fe429\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>NVDA earnings beats/misses. Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA盈利超出/未达到预期。资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Notwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.</p><p><blockquote>尽管如此，我们认识到NVDA也可能在其指导中降低预期。我们注意到，NVDA在过去四年中只未达到一个季度预期。这是一场近乎完美的表演。值得注意的是，虽然NVDA的表现一直优于其指导，但这些表现并不是令人难以置信的巨大。我们的意思是，投资者不应该完全忽视共识估计，认为这是不合理的。随着时间的推移，它们变得相当准确。因此，尽管NVDA可能已经将之前的指导意见沙袋化，以可能超额交付，但他们并没有做得太过分。</blockquote></p><p> We understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.</p><p><blockquote>我们了解到，一些NVDA投资者预计其TAM将扩展到其软件堆栈、omniverse应用程序和云游戏扩展。</blockquote></p><p> We recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.</p><p><blockquote>我们认识到NVDA为将自己转变为一家拥有巨大GPU主导地位的人工智能公司所付出的令人难以置信的努力。再加上其DPU和CPU的进军，硬件战略看起来非常令人印象深刻。此外，Nvidia的AI Enterprise现在向客户提供完整的AI Enterprise软件套件。鉴于目前其平台上的开发者数量，我们认为其领导地位是稳固的。随着时间的推移，随着更多开发者的加入，生态系统将变得更加强大。如果该公司能够完成对Arm的收购，我们认为英特尔或AMD不可能赶上。</blockquote></p><p> The main problem is that Nvidia couldn't/is not willing to put a timeline to<i>when they would derive meaningful revenues from its software stack.</i>Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"</p><p><blockquote>主要问题是英伟达不能/不愿意设定时间表<i>当他们从其软件堆栈中获得有意义的收入时。</i>Nvidia最近只能补充道：“但正如[我们]所说，[我们]向您引用的NVIDIA enterprise和Omniverse enterprise价值数十亿美元的机会，我们认为这些都是非常真实的机会，对吗？”</blockquote></p><p> <b>So, Which Chip Stock Is The Better Buy?</b></p><p><blockquote><b>那么，哪只芯片股更好买呢？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97466fa7c05502ccb3d3fb348c1fbedd\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>AMD stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c3575f8db9aafef9a106f36114a1b7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>NVDA stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.</p><p><blockquote>AMD股票目前的EV/NTM EBITDA为29.7倍。其3年NTM EBITDA平均值为30.8倍。因此，投资者可以说AMD目前的估值似乎相当合理。相比之下，NVDA股票的EV/NTM EBITDA为53.5倍。其3年NTM EBITDA平均值为41.6倍。因此，该股的交易价格比其3年平均水平高出约28.6%。因此，我们认为NVDA股票目前看起来被高估。再加上未来收入增长可能放缓，糟糕的季度可能会导致潜在的价值压缩。否则，2023年潜在的产能过剩问题也可能因其估值过高而严重打击NVDA股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/467ed7eaf7cb4b7aed414494c2110be8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>INTC stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55716ccea92c6410434d2f1ab7d3ef15\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>INTC stock LTM dividend yield. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票LTM股息收益率。数据来源：标普资本智商</span></p></blockquote></p><p> INTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.</p><p><blockquote>INTC股票的EV/NTM EBITDA为6.7倍。这明显低于7.6倍的3年平均水平。因此，INTC显然是价值游戏，而不是增长游戏。多年来，它还为投资者提供了可观的股息收益率。由于最近第三季度后的抛售，年化收益率已恢复至2.8%。多年来，INTC投资者一直对其强劲的盈利能力和稳健的股息收益率感到非常满意。这些价值和股息收入投资者投资INTC股票并不是为了增长。他们投资它是为了它的价值和股息。</blockquote></p><p></p><p> Pat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)雄心勃勃的增长计划给他们带来了意想不到的麻烦。当英特尔表示这些计划将对其盈利能力产生明显影响时，他们担心股息。也许，基辛格寄希望于其投资者基础的更替。如果该公司在增长路线图上取得成功，它可能会成为巨大的赢家。鉴于现在的预期如此之低，该股甚至不一定要取得巨大成功才能重新上调评级。INTC与增长更快的同行之间增长溢价的巨大差异引人注目。我们认为，有耐心并愿意度过短期波动的投资者可能会发现INTC股票目前的估值很有吸引力。再加上2.8%的股息收益率，为其前提增添了更多光彩。再加上潜在的增长重新评级，该股看起来确实很有吸引力。</blockquote></p><p> Despite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.</p><p><blockquote>尽管如此，INTC的长期势头仍然疲软。该股的长期价格走势也远弱于AMD股票。我们记得巴菲特强调，他毫不犹豫地为一家出色的公司支付合理的价格。</blockquote></p><p> Therefore, we think&nbsp;<i>AMD stock represents our preferred Buy</i>&nbsp;for now.<i>INTC stock is also a Buy</i>&nbsp;for dividend and value investors. At the same time, we&nbsp;<i>retain our Neutral rating on NVDA</i>.</p><p><blockquote>因此，我们认为<i>AMD股票代表我们优先买入</i>就目前而言。<i>INTC股票也值得买入</i>对于股息和价值投资者。同时，我们<i>维持我们对NVDA的中性评级</i>.</blockquote></p><p> This article was written by&nbsp;JR Research.</p><p><blockquote>本文由JR Research撰写。</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>Intel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD：哪只芯片股票更值得购买？</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\">\nIntel, Nvidia, Or AMD: Which Chip Stock Is The Better Buy?<blockquote>英特尔、英伟达或AMD：哪只芯片股票更值得购买？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-29 11:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.</li>  <li>Advanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su &amp; Co. is making the most out of Intel's stumbles.</li>  <li>Nvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.</li>  <li>We discuss which semiconductor stock is the better buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8b907cc53a6667f686b7acaf873b0a\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英特尔公布了一系列相当不错的收益。然而，市场对其雄心勃勃的增长计划感到困惑。</li><li>Advanced Micro Devices在2021财年继续取得惊人的业绩。苏丽莎博士公司正在充分利用英特尔的失误。</li><li>英伟达将于11月17日发布第三季度成绩单。预计公司增长势头将继续放缓。</li><li>我们讨论现在购买哪只半导体股票更好。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Advanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.</p><p><blockquote>超微设备公司（AMD）最近发布了一份精彩的第三季度成绩单。该公司还轻松超出了市场普遍预期，并重申了AMD作为领先半导体公司之一的地位。</blockquote></p><p> Notably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger &amp; Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.</p><p><blockquote>值得注意的是，该公司取得了收益，而英特尔（INTC）报告了一系列我们认为实际上相当不错的业绩。人们对数据中心性能不佳存在一些担忧，但这是意料之中的。然而，市场并不喜欢帕特·基辛格公司(Pat Gelsinger&amp;Co.)的电报，并在财报公布后大幅下跌该股。英特尔传达了重新夺回其工艺节点领导地位的成本。然而，投资者似乎并不确定该公司雄心勃勃的计划。再加上盈利能力和自由现金流前景减弱，一些价值导向型投资者似乎已走向退出。</blockquote></p><p> Nvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang &amp; Co. see \"sequential growth&nbsp;driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.</p><p><blockquote>Nvidia(NVDA)将于11月17日发布第三季度成绩单。该公司此前曾预计本季度业绩强劲。黄仁勋公司请参阅“环比增长主要是由数据中心需求加速推动的”。该公司还预计其三个市场都将增长，尤其是在游戏领域。鉴于AMD强劲的业绩，投资者的期望也很高。因此，随着NVDA股价本周创下历史新高（ATH），投资者热切期待NVDA的财报发布。</blockquote></p><p> We will discuss which semiconductor stock is the better buy now between them.</p><p><blockquote>我们将讨论他们之间现在购买哪只半导体股票更好。</blockquote></p><p> <b>INTC, NVDA, AMD Stock YTD Performance</b></p><p><blockquote><b>INTC、NVDA、AMD股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc276e3bd3b1b72a0413e8be2d14ebe3\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"><span>INTC, NVDA, AMD stock YTD performance (as of 27 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC、NVDA、AMD股票年初至今表现（截至21年10月27日）。</span></p></blockquote></p><p> NVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.</p><p><blockquote>迄今为止，NVDA股票继续享受非凡的一年。该股本周创下新的ATH，年初至今回报率飙升至87.3%。看跌NVDA的投资者可以随心所欲地说，但我们从未采纳看跌NVDA股票的论点。这根本说不通。该股在Seeking Alpha全年动量评级中获得了最好的A+。因此，我们真的无法理解那些看跌的论点。AMD股票排名第二，年初至今上涨33.3%。该股似乎远远落后于NVDA股票令人难以置信的表现。然而，投资者应该考虑这样一个事实：AMD股票在21年上半年的大部分时间里都处于亏损状态。因此，其在H2'21的巨大势头确实令人印象深刻。因此，该股的势头在Seeking Alpha中也被评为A级。</blockquote></p><p> In contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.</p><p><blockquote>相比之下，长期表现不佳的INTC股票继续表现不佳。该股开局非常亮眼，年初至今上涨了40%。然而，它的势头已经完全消失了。目前，与AMD股票和NVDA股票相比，其年初至今下跌了3.9%，看起来糟透了。此外，Seeking Alpha还给予其动力D+评级。</blockquote></p><p> <b>Intel FQ3 Report Card Is Telling Of Its Weakening Leadership</b></p><p><blockquote><b>英特尔第三季度成绩单表明其领导力正在减弱</b></blockquote></p><p> There's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.</p><p><blockquote>毫无疑问，AMD充分利用了最近对英特尔的主导地位。然而，更令英特尔投资者担忧、同样令AMD投资者感到鼓舞的是他们各自首席执行官提供的明确性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f910460f850f7c0c3bd3508e0812fa7b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>Intel LTM revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>英特尔LTM按细分市场划分的收入。数据来源：公司备案</span></p></blockquote></p><p> Intel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.</p><p><blockquote>英特尔报告了另一个令人印象深刻的季度，但我们认为这并不意外。当然，与NVDA和AMD相比，该公司的数据中心业务(DCG)仍然令人失望。然而，INTC投资者不应该感到惊讶。</blockquote></p><p></p><p> DCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger &amp; Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.</p><p><blockquote>第三季度DCG季度收入同比增长10%。然而，自20年第二季度以来，DCG收入在过去12个月(LTM)中一直呈下降趋势。在AMD最近的一篇文章中，我们提到Omdia估计AMD的数据中心份额在21年第二季度历史上首次突破15%。回想起来，就在四年前，英特尔在这一领域几乎完全占据主导地位。它清楚地表明，其前管理层的重大失误是如何破坏其先前“无懈可击”的领导地位的。现在，基辛格公司面临着一项不值得羡慕的任务，那就是试图扭转英特尔不断下滑的命运。随着AMD以牺牲英特尔为代价占据技术领先地位，这看起来肯定是一个“轻松的赌注”，该公司可能会继续跑赢大盘。</blockquote></p><p> Intel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.</p><p><blockquote>英特尔客户端计算部门（CCG）在第三季度的业绩表现不佳。其收入分别同比下降1.9%和环比下降4.4%。值得注意的是，这发生在2021年PC销量强劲复苏之际。在苹果(AAPL)最近的一篇文章中，我们提到苹果的Mac部门在2021年表现非常出色。仅在前三个FQ中，Mac就超过了过去三年每个财年的收入。它的复兴也符合业内观察到的趋势。</blockquote></p><p> Counterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021&nbsp;at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"</p><p><blockquote>Counterpoint Research指出，“2021年第三季度，全球PC出货量连续第六次同比增长，达到8420万台。尽管零部件短缺和其他供应限制持续存在，但这一情况还是出现了。”尽管如此，该公司还强调，“[第三季度]9.3%的同比增长意味着自2020年第三季度以来连续四个季度实现两位数同比增长后，PC出货量势头正在放缓。”</blockquote></p><p> Notwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that&nbsp;Apple's YoY shipment growth in CQ2&nbsp;was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.</p><p><blockquote>尽管如此，Mac似乎在第三季度表现强劲。IDC报告称，苹果第二季度出货量同比增长9.4%。此外，Counterpoint research指出，第三季度Mac同比出货量增长加速至10.6%。因此，有趣的是，Mac在第三季度的增长速度甚至超过了行业平均水平。因此，Mac的全球市场份额增长至8.7%。</blockquote></p><p> Therefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.</p><p><blockquote>因此，自与英特尔芯片脱钩以来，苹果似乎一直做得很好。尽管基辛格对未来通过“更好的产品”赢回苹果的业务仍然持乐观态度，但离婚案目前看起来已经“敲定”。但半导体公司的投资者应该记住，在技术领先方面，永远不要说永远。英特尔仍然是一家高利润的公司，因此拥有竞争所需的资金和信念。能否推翻AMD和NVDA的领先地位，还有待观察。但永远不要这么早就放弃公司。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c622b359fd3a73cac53c0e4410177c3\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"><span>INTC and AMD LTM gross margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC和AMD LTM毛利率。数据来源：标普资本智商</span></p></blockquote></p><p> Pat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:</p><p><blockquote>帕特·基辛格(Pat Gelsinger)宣布了一项雄心勃勃的计划，以承担技术领先地位。这主要是基于其“四年内实现五个工艺节点”的追求，以取代台积电（TSM）的代工领导地位。此外，该公司还愿意“重置”毛利率，与AMD和NVDA同时竞争。即将离任的首席财务官乔治·戴维斯强调：</blockquote></p><p>   <i>We expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years</i>. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology,   <i>we expect gross margins between 51% and 53% over the next 2 to 3 years</i>before moving upward. (from Intel Q3 earnings call)  We find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su &amp; Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.</p><p><blockquote><i>我们预计未来4至5年我们的收入增长将加速至10%至12%的复合年增长率</i>就毛利率而言，受我们产能投资及工艺技术加速的影响，<i>我们预计未来2至3年毛利率将在51%至53%之间</i>在向上移动之前。（来自英特尔第三季度看涨期权收益）我们觉得这很有趣。是的，流程领先和产能扩张的投资将影响其盈利能力。但英特尔认识到这至少需要五年的时间。这个时候，公司是不是要让苏姿丰博士（Dr.Lisa Su&amp;Co.）拿走所有的荣耀，而英特尔则解决它的麻烦？显然不是。帕特认识到他需要一个权宜之计。除了说“我们现在正在降价”来与AMD竞争之外，这已经是最接近的了。</blockquote></p><p> We also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators&nbsp;that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger &amp; Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.</p><p><blockquote>我们还在之前的AMD文章（9月20日发布）中强调，“据报道，英特尔最近准备降低其数据中心芯片的价格。此举被认为是必要的”，以吸引已转向竞争对手Advanced Micro Devices的数据中心运营商。”否则，基辛格公司怎么能如此自信地阻止AMD持续成功的颓势呢？英特尔宣布了一项雄心勃勃的计划，在未来四到五年内将收入以10%到12%的复合年增长率增长。英特尔正试图将自己变回一家成长型公司。如果你想增长，没有技术领先，你必须放弃一些利润。这完全有道理。</blockquote></p><p></p><p> The good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su &amp; Co., you have been cautioned.</p><p><blockquote>好的一面是，英特尔已经是一家高利润的公司。其毛利率较利润率超过60%时明显下降。不过，其56.3%的LTM利润率仍明显高于AMD的46.8%。因此，英特尔的计划是可信的。该公司现在将在定价上与AMD正面竞争，同时投资占据代工领导地位。苏丽莎博士公司，你已经被警告了。</blockquote></p><p> <b>AMD Continues Its Gangbusters Growth</b></p><p><blockquote><b>AMD继续强劲增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fb460f1a24eeac1ff3e46cc0ebd78f3\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD quarterly revenue by segment. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD按部门划分的季度收入。数据来源：公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5df5298fbc9733b0c0a8b1110c401ba\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>AMD revenue segments YoY growth. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD收入部门同比增长。数据来源：公司备案</span></p></blockquote></p><p> There's little doubt that Dr. Lisa Su &amp; Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.</p><p><blockquote>毫无疑问，Lisa Su&amp;Co.充分利用了英特尔的绝对混乱。该公司一直在全力以赴，因为它的表现轻松超出了预期。它继续在所有领域展现出巨大的实力。Advanced Micro Devices报告第三季度计算和图形业务收入同比增长43.9%。此外，AMD的企业、嵌入式和半定制(EESC)部门继续保持惊人的表现，收入同比增长68.9%。因此，AMD当然充分利用了英特尔在数据中心方面的亏损。此外，它的计算和图形增长也非常出色。AMD的增长速度无疑比市场快得多。</blockquote></p><p> In fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:</p><p><blockquote>事实上，AMD继续预计第四季度将实现强劲的环比增长。AMD强调：</blockquote></p><p>   We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately   <i>39% year-over-year and approximately 4% sequentially</i>. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021,   <i>we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses</i>, up from the prior guidance of 60%. (from AMD FQ3 earnings call)  For a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.</p><p><blockquote>我们预计营收约为45亿美元，正负1亿美元，增长约<i>同比增长39%，环比增长约4%</i>预计同比增长将受到所有业务增长的推动。预计环比增长将受到服务器和半定制销售额增加的推动。2021年全年，<i>我们现在预计，在所有业务增长的推动下，收入将比2020年增长约65%</i>，高于之前60%的指导。（来自AMD看涨期权第三季度收益）对于一家告诉您预计2020财年同比增长65%的公司来说，很明显它已经取得了惊人的成果。因此，市场应该奖励AMD投资者。AMD股票在经历了年初的跌跌撞撞之后，显然一直跑赢大盘。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af9edf4c4d4b8055eee2f32456b6589d\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>AMD est. revenue and EBITDA mean consensus. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD东部时间。收入和EBITDA意味着共识。数据来源：标普资本智商</span></p></blockquote></p><p> However, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.</p><p><blockquote>然而，我们认为投资者需要考虑AMD未来的表现。继第三季度成绩单出色之后，共识预期也被上调。AMD预计收入复合年增长率为30.2%，EBITDA复合年增长率为50.4%。与该公司2021财年65%的收入同比增长指引相比，这是一个明显的减速。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970fd9b4cebec404a6c9bcc8c5b18140\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"><span>AMD LTM revenue and EBITDA. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD LTM收入和EBITDA。数据来源：标普资本智商</span></p></blockquote></p><p> Importantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.</p><p><blockquote>重要的是，AMD的LTM收入和EBITDA在过去四年中也分别以31.2%和160%的复合年增长率增长。因此，AMD未来不太可能实现如此惊人的增长。因此，投资者在考虑购买其股票时需要降低预期。他们不能指望AMD继续以如此惊人的增长率不断增长。我们知道这听起来不错，但这根本不可持续。</blockquote></p><p> We can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.</p><p><blockquote>我们也可以从它的FQ3表现中观察到。与前两个季度相比，其细分市场在21年第三季度的同比增长是最慢的。因此，它本身并不慢，但增长似乎正在减速。因此，AMD的投资者们，你们被提醒了。</blockquote></p><p> <b>Nvidia Is Expected To Post Slower Much Growth Than Before</b></p><p><blockquote><b>英伟达的增长预计将比以前慢得多</b></blockquote></p><p> Jensen Huang &amp; Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.</p><p><blockquote>黄仁勋公司将于11月17日发布22年第三季度成绩单。过去，其财报会议往往是备受期待的活动。它的投资者、PC极客和游戏玩家都喜欢NVDA。</blockquote></p><p> The company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.</p><p><blockquote>该公司在之前的收益看涨期权上预计第三季度收入为$6.8 B。共识估计也符合公司的指引。然而，在我们之前的英伟达文章中，我们强调了该公司主要细分市场的收入增长似乎正在减速。</blockquote></p><p> Datacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.</p><p><blockquote>22年第二季度数据中心同比增长率降至35%。而且，游戏也出现了减速的迹象。第二季度的同比增长也放缓至85%。因此，该公司第二季度整体收入同比增速放缓至68.3%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfa0d4e579274e870b43dadcb6aa0be7\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><span>NVDA actual and est. quarterly revenue YoY growth. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA实际和预计。季度收入同比增长。数据来源：标普资本智商</span></p></blockquote></p><p> Notably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang &amp; Co. to beat.</p><p><blockquote>值得注意的是，即使最近修订了预测，Nvidia预计在22年第三季度及以后的同比增长仍将放缓。事实上，减速看起来令人震惊。投资者可能不得不降低对NVDA未来强劲增长势头的预期。没有什么是永远直线上升的。展望未来，黄仁勋公司的收入竞争将变得越来越难以击败。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0873d94239c63b839b483644a71fe429\" tg-width=\"640\" tg-height=\"483\" referrerpolicy=\"no-referrer\"><span>NVDA earnings beats/misses. Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA盈利超出/未达到预期。资料来源：寻求Alpha Premium</span></p></blockquote></p><p> Notwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.</p><p><blockquote>尽管如此，我们认识到NVDA也可能在其指导中降低预期。我们注意到，NVDA在过去四年中只未达到一个季度预期。这是一场近乎完美的表演。值得注意的是，虽然NVDA的表现一直优于其指导，但这些表现并不是令人难以置信的巨大。我们的意思是，投资者不应该完全忽视共识估计，认为这是不合理的。随着时间的推移，它们变得相当准确。因此，尽管NVDA可能已经将之前的指导意见沙袋化，以可能超额交付，但他们并没有做得太过分。</blockquote></p><p> We understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.</p><p><blockquote>我们了解到，一些NVDA投资者预计其TAM将扩展到其软件堆栈、omniverse应用程序和云游戏扩展。</blockquote></p><p> We recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.</p><p><blockquote>我们认识到NVDA为将自己转变为一家拥有巨大GPU主导地位的人工智能公司所付出的令人难以置信的努力。再加上其DPU和CPU的进军，硬件战略看起来非常令人印象深刻。此外，Nvidia的AI Enterprise现在向客户提供完整的AI Enterprise软件套件。鉴于目前其平台上的开发者数量，我们认为其领导地位是稳固的。随着时间的推移，随着更多开发者的加入，生态系统将变得更加强大。如果该公司能够完成对Arm的收购，我们认为英特尔或AMD不可能赶上。</blockquote></p><p> The main problem is that Nvidia couldn't/is not willing to put a timeline to<i>when they would derive meaningful revenues from its software stack.</i>Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"</p><p><blockquote>主要问题是英伟达不能/不愿意设定时间表<i>当他们从其软件堆栈中获得有意义的收入时。</i>Nvidia最近只能补充道：“但正如[我们]所说，[我们]向您引用的NVIDIA enterprise和Omniverse enterprise价值数十亿美元的机会，我们认为这些都是非常真实的机会，对吗？”</blockquote></p><p> <b>So, Which Chip Stock Is The Better Buy?</b></p><p><blockquote><b>那么，哪只芯片股更好买呢？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97466fa7c05502ccb3d3fb348c1fbedd\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>AMD stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMD股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c3575f8db9aafef9a106f36114a1b7\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>NVDA stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NVDA股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> AMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.</p><p><blockquote>AMD股票目前的EV/NTM EBITDA为29.7倍。其3年NTM EBITDA平均值为30.8倍。因此，投资者可以说AMD目前的估值似乎相当合理。相比之下，NVDA股票的EV/NTM EBITDA为53.5倍。其3年NTM EBITDA平均值为41.6倍。因此，该股的交易价格比其3年平均水平高出约28.6%。因此，我们认为NVDA股票目前看起来被高估。再加上未来收入增长可能放缓，糟糕的季度可能会导致潜在的价值压缩。否则，2023年潜在的产能过剩问题也可能因其估值过高而严重打击NVDA股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/467ed7eaf7cb4b7aed414494c2110be8\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>INTC stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票EV/NTM EBITDA 3年平均值。</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55716ccea92c6410434d2f1ab7d3ef15\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"><span>INTC stock LTM dividend yield. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>INTC股票LTM股息收益率。数据来源：标普资本智商</span></p></blockquote></p><p> INTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.</p><p><blockquote>INTC股票的EV/NTM EBITDA为6.7倍。这明显低于7.6倍的3年平均水平。因此，INTC显然是价值游戏，而不是增长游戏。多年来，它还为投资者提供了可观的股息收益率。由于最近第三季度后的抛售，年化收益率已恢复至2.8%。多年来，INTC投资者一直对其强劲的盈利能力和稳健的股息收益率感到非常满意。这些价值和股息收入投资者投资INTC股票并不是为了增长。他们投资它是为了它的价值和股息。</blockquote></p><p></p><p> Pat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.</p><p><blockquote>帕特·基辛格(Pat Gelsinger)雄心勃勃的增长计划给他们带来了意想不到的麻烦。当英特尔表示这些计划将对其盈利能力产生明显影响时，他们担心股息。也许，基辛格寄希望于其投资者基础的更替。如果该公司在增长路线图上取得成功，它可能会成为巨大的赢家。鉴于现在的预期如此之低，该股甚至不一定要取得巨大成功才能重新上调评级。INTC与增长更快的同行之间增长溢价的巨大差异引人注目。我们认为，有耐心并愿意度过短期波动的投资者可能会发现INTC股票目前的估值很有吸引力。再加上2.8%的股息收益率，为其前提增添了更多光彩。再加上潜在的增长重新评级，该股看起来确实很有吸引力。</blockquote></p><p> Despite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.</p><p><blockquote>尽管如此，INTC的长期势头仍然疲软。该股的长期价格走势也远弱于AMD股票。我们记得巴菲特强调，他毫不犹豫地为一家出色的公司支付合理的价格。</blockquote></p><p> Therefore, we think&nbsp;<i>AMD stock represents our preferred Buy</i>&nbsp;for now.<i>INTC stock is also a Buy</i>&nbsp;for dividend and value investors. At the same time, we&nbsp;<i>retain our Neutral rating on NVDA</i>.</p><p><blockquote>因此，我们认为<i>AMD股票代表我们优先买入</i>就目前而言。<i>INTC股票也值得买入</i>对于股息和价值投资者。同时，我们<i>维持我们对NVDA的中性评级</i>.</blockquote></p><p> This article was written by&nbsp;JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4463134-intel-nvidia-amd-chip-stock-better-buy\">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":{"INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4463134-intel-nvidia-amd-chip-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122237204","content_text":"Summary\n\nIntel reported a set of earnings that was pretty decent. However, the market was confused with its ambitious growth plans.\nAdvanced Micro Devices continues its run of phenomenal results in FY21. Dr. Lisa Su & Co. is making the most out of Intel's stumbles.\nNvidia will issue its FQ3 report card on 17 November. The company's growth momentum is expected to continue slowing down.\nWe discuss which semiconductor stock is the better buy now.\n\nSundry Photography/iStock Editorial via Getty Images\nInvestment Thesis\nAdvanced Micro Devices, Inc. (AMD) issued a fantastic FQ3 report card recently. The company also handily beat consensus estimates and reaffirmed AMD's position as one of the leading semiconductor companies.\nNotably, the company made gains while Intel (INTC) reported a set of results that we thought were actually pretty fine. There were some concerns over underwhelming data center performance, but it was expected. However, the market didn't like what Pat Gelsinger & Co. telegraphed and thrashed the stock after earnings. Intel communicated what it would cost on its quest to retake its process node leadership. However, it seems that investors weren't sure about the company's ambitious plans. Coupled with weakened profitability and free cash flow prospects, some value-oriented investors seemed to have headed for the exit.\nNvidia (NVDA) will issue its FQ3 report card on 17 November. The company had previously guided for a strong quarter. Jensen Huang & Co. see \"sequential growth driven largely by accelerating demand in data center.\" The company also expects growth in each of its three markets, particularly in gaming. Investors' expectations are also high given AMD's robust performance. Hence, investors have eagerly anticipated NVDA's earnings release as NVDA stock pushed through a new all-time high (ATH) this week.\nWe will discuss which semiconductor stock is the better buy now between them.\nINTC, NVDA, AMD Stock YTD Performance\nINTC, NVDA, AMD stock YTD performance (as of 27 October 21).\nNVDA stock continues to enjoy a phenomenal year so far. The stock made a new ATH this week, as YTD returns surged to 87.3%. Bearish investors in NVDA can say all they want, but we have never adopted a bearish NVDA stock thesis. It just doesn't make sense. The stock has the best possible A+ in Seeking Alpha's momentum grade for the whole year. Hence, we really couldn't understand those bearish theses. AMD stock is in second place with a 33.3% YTD gain. It seems like the stock has lagged far behind NVDA stock's incredible performance. However, investors should consider the fact that AMD stock spent most of H1'21 in the red. Therefore, its huge momentum surge in H2'21 has been really impressive. Consequently, the stock's momentum is also given an A grade in Seeking Alpha.\nIn contrast, the perennial underperformer INTC stock continues to underperform. The stock started very brightly as it raced to a 40% YTD gain. However, its momentum has completely fizzled out. Currently, its YTD decline of 3.9% looks abysmal when compared to AMD stock and NVDA stock. In addition, Seeking Alpha also assigned it with a D+ rating in momentum.\nIntel FQ3 Report Card Is Telling Of Its Weakening Leadership\nThere's little doubt that AMD has made the most of its recent dominance over Intel. However, what's more concerning to Intel investors, and likewise encouraging to AMD investors, is the clarity provided by their respective CEOs.\nIntel LTM revenue by segment. Data source: Company filings\nIntel reported another underwhelming quarter, but we don't think it was unexpected. Sure, the company's data center business (DCG) continues to disappoint compared to NVDA and AMD. However, INTC investors shouldn't be surprised.\nDCG quarterly revenue YoY growth came in at 10% in FQ3. However, DCG revenue has been on a declining trend on a last-twelve-months (LTM) basis since FQ2'20.In a recent AMD article, we mentioned that Omdia estimated that AMD's data center share crossed 15% in Q2'21 for the first time in history. In retrospect, Intel had almost complete dominance in this segment just four years ago. It clearly shows how the critical stumbles from its former management have derailed its previously \"unassailable\" leadership. Now, Gelsinger & Co. are left with the unenviable task of trying to overturn Intel's sinking fortunes. With AMD having assumed the technological leadership at the expense of Intel, it certainly looks like an \"easy bet\" which the company will likely continue to outperform.\nIntel's client computing group's (CCG) performance was underwhelming in FQ3. Its revenue fell by 1.9% YoY and 4.4% QoQ, respectively. Notably, it came at a time when 2021 saw a strong resurgence in PC sales.In a recent Apple(AAPL) article, we mentioned that Apple's Mac segment had performed very well in 2021. In just the first three FQs, Mac has exceeded its revenue on a per FY basis over the last three years. Its resurgence is also in line with the trend observed in the industry.\nCounterpoint Research noted that \"global PC shipments marked their sixth consecutive YoY growth in Q3 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.\" Despite that, the firm also emphasized that \"the 9.3% YoY growth during [Q3] implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020.\"\nNotwithstanding, Mac seems to have picked up strongly in CQ3. IDC reported that Apple's YoY shipment growth in CQ2 was 9.4%. Moreover, Counterpoint research pointed out that Mac YoY shipment growth accelerated to 10.6% in CQ3. Hence, it's interesting to note that Mac grew even faster than the industry average in CQ3. As a result, Mac's global market share grew to 8.7%.\nTherefore, it seems like Apple has been doing very well since it decoupled from Intel's chips. Even though Gelsinger remains optimistic about winning back Apple's business through \"better products\" in the future, the divorce looks to be \"finalized\" for now. But investors in semiconductor companies should remember that never say never when it comes to technological leadership. Intel is still a highly profitable company and therefore has the wherewithal and conviction to compete. Whether it can overturn AMD's and NVDA's leadership remains to be seen. But never write the company off so early on.\nINTC and AMD LTM gross margins. Data source: S&P Capital IQ\nPat Gelsinger has telegraphed a highly ambitious plan to assume technological leadership. It's mainly predicated on its \"five process nodes in four years\" quest to assume foundry leadership from Taiwan Semiconductor (TSM). In addition, the company is also willing to \"reset\" its gross margins to compete with AMD and NVDA at the same time. Outgoing CFO George Davis emphasized:\n\nWe expect to see our revenue growth accelerate to a 10% to 12% CAGR over the next 4 to 5 years. For gross margin, with the impact of our investment in capacity and the acceleration of our process technology, \n we expect gross margins between 51% and 53% over the next 2 to 3 yearsbefore moving upward. (from Intel Q3 earnings call)\n\nWe find it interesting. Yes, the investments for process leadership and capacity expansion will affect its profitability. But Intel recognizes that it's at least a five-year process. At this time, is the company going to let Dr. Lisa Su & Co. take all the glory while Intel works out its troubles? Obviously not. Pat recognizes that he needs a stop-gap solution. Short of saying \"we are cutting prices now\" to compete with AMD, this is as close as it gets.\nWe also highlighted in our previous AMD article (published on 20 September) that \"Intel is recently reported to be ready to lower the prices for its data center chips. The move was deemed necessary \"to lure back data center operators that have switched to rival Advanced Micro Devices.\" Otherwise, how can Gelsinger & Co. be so confident in stopping the rot from AMD's continued success? Intel has telegraphed a highly ambitious plan to increase revenue by a CAGR of 10% to 12% over the next four to five years. Intel is trying to transform itself back into a growth company. If you want to grow and don't have technological leadership, you must give up some profits. That makes absolute sense.\nThe good thing is, Intel is already a highly profitable company. Its gross margins had declined markedly from the days when it posted margins north of 60%. However, its LTM margin of 56.3% is still significantly higher than AMD's 46.8%. Therefore, Intel's plans are credible. The company will now go head-on to compete with AMD in pricing while investing in assuming foundry leadership. Dr. Lisa Su & Co., you have been cautioned.\nAMD Continues Its Gangbusters Growth\nAMD quarterly revenue by segment. Data source: Company filings\nAMD revenue segments YoY growth. Data source: Company filings\nThere's little doubt that Dr. Lisa Su & Co. have made the most of Intel's absolute mess. The company has been firing on all cylinders as it outperformed estimates easily. It continues to report tremendous strength in all its segments. FQ3 saw Advanced Micro Devices report 43.9% YoY growth in revenue for its computing and graphics business. Moreover, its enterprise, embedded, and semi-custom (EESC) segment continues its phenomenal run as AMD posted YoY revenue growth of 68.9%. Therefore, AMD has certainly made the most of Intel's losses in data center. Moreover, its computing and graphics growth has also been fantastic. AMD has undoubtedly grown much faster than the market.\nIn fact, AMD continues to expect strong sequential growth into FQ4. AMD emphasized:\n\n We expect revenue to be approximately $4.5 billion, plus or minus $100 million, an increase of approximately \n 39% year-over-year and approximately 4% sequentially. The year-over-year increase is expected to be driven by growth across all businesses. The quarter-over-quarter increase is expected to be driven by higher server and semi-custom sales. For the full year 2021, \n we now expect revenue to increase approximately 65% over 2020, driven by growth across all businesses, up from the prior guidance of 60%. (from AMD FQ3 earnings call)\n\nFor a company that tells you that it expects a 65% YoY growth over FY20, it's clear it has achieved phenomenal results. Therefore, the market should reward AMD investors. AMD stock has clearly been outperforming the market after its early-year stumbles.\nAMD est. revenue and EBITDA mean consensus. Data source: S&P Capital IQ\nHowever, we think investors need to consider how AMD will likely perform moving forward. Following its outstanding FQ3 report card, consensus estimates have also been revised upwards. AMD is estimated to post a revenue CAGR of 30.2% and an EBITDA CAGR of 50.4%. Compared to the company's FY21 revenue YoY growth guidance of 65%, it's a marked deceleration.\nAMD LTM revenue and EBITDA. Data source: S&P Capital IQ\nImportantly, AMD has also grown its LTM revenue and EBITDA by a CAGR of 31.2% and 160% over the last four years, respectively. Therefore, AMD is unlikely to post such monstrous growth moving forward. As a result, investors need to taper their expectations when considering buying its stock. They can't be expecting AMD to continue growing at such phenomenal growth rates incessantly. We know it sounds good, but it's simply not sustainable.\nWe can also observe from its FQ3 performance. Its segments' YoY growth was the slowest in FQ3'21 compared to the previous two quarters. So it's not slow per se, but the growth seems to be decelerating. Therefore, AMD investors, you have been reminded.\nNvidia Is Expected To Post Slower Much Growth Than Before\nJensen Huang & Co. will release its FQ3'22 report card on 17 November. Its earnings conferences have often been highly anticipated events in the past. Its investors, PC geeks, and gamers love NVDA.\nThe company guided for $6.8B in FQ3 revenue on its previous earnings call. Consensus estimates are also in line with the company's guidance. However,in our previous Nvidia article, we highlighted that the company's revenue growth seems to be decelerating across its main segments.\nDatacenter growth fell to 35% YoY in FQ2'22. Moreover, Gaming has also demonstrated signs of deceleration. Its growth in FQ2 also slowed to 85% YoY. As a result, the company's overall revenue growth slowed to 68.3% YoY in FQ2.\nNVDA actual and est. quarterly revenue YoY growth. Data source: S&P Capital IQ\nNotably, even with the recently revised estimates, Nvidia is expected to post slower YoY growth in FQ3'22 and beyond. In fact, the deceleration looks alarming. Investors might have to taper their expectations of NVDA's gangbusters growth momentum moving forward. Nothing goes up in one straight line forever. Moving forward, revenue comps will get increasingly harder for Jensen Huang & Co. to beat.\nNVDA earnings beats/misses. Source: Seeking Alpha Premium\nNotwithstanding, we recognize that NVDA might also be sandbagging expectations in its guidance. We noted that NVDA has only missed one quarterly estimate in the last four years. It's an almost flawless performance. Notably, while NVDA has consistently outperformed its guidance, those beats were not incredibly massive. What we meant is investors should not totally disregard the consensus estimates as out of line. They have been pretty accurate over time. So while NVDA might have sandbagged its previous guidance to overdeliver potentially, they had not overdone it.\nWe understand that some NVDA investors are anticipating its TAM expansion into its software stack, omniverse applications, and cloud-gaming expansion.\nWe recognize the incredible efforts invested by NVDA to transform itself into an AI company that has a huge GPU dominance. Coupled with its DPU and CPU forays, the hardware strategy looks very impressive. Moreover, Nvidia's AI Enterprise now offers its complete AI enterprise software suite to its customers. With the number of developers on its platform currently, we think its leadership is secure. The ecosystem will get even stronger over time as more developers come on board. If the company could pull through its Arm acquisition, we think there's no way that Intel or AMD could catch up.\nThe main problem is that Nvidia couldn't/is not willing to put a timeline towhen they would derive meaningful revenues from its software stack.Nvidia could only add recently: \"But as [we] said, what [we] quoted to you for both NVIDIA enterprise as well as for Omniverse enterprise as being multibillion-dollar opportunities, we see these as very real opportunities, right?\"\nSo, Which Chip Stock Is The Better Buy?\nAMD stock EV/NTM EBITDA 3Y mean.\nNVDA stock EV/NTM EBITDA 3Y mean.\nAMD stock currently trades at an EV/NTM EBITDA of 29.7x. Its 3Y NTM EBITDA mean read 30.8x. Therefore, investors can argue that AMD might seem fairly valued right now. In contrast, NVDA stock trades at an EV/NTM EBITDA of 53.5x. Its 3Y NTM EBITDA mean is 41.6x. Thus, the stock is trading at about 28.6% above its 3Y mean. Hence, we think NVDA stock looks overvalued right now. Coupled with potentially slower revenue growth moving forward, a poor quarter might induce potential value compressions. Otherwise, a potential overcapacity problem in 2023 might also hit NVDA stock hard due to its rich valuation.\nINTC stock EV/NTM EBITDA 3Y mean.\nINTC stock LTM dividend yield. Data source: S&P Capital IQ\nINTC stock trades at an EV/NTM EBITDA of 6.7x. It's markedly below its 3Y mean of 7.6x. Therefore, INTC is clearly a value play and not a growth play. It has also provided a respectable dividend yield for its investors over the years. As a result of its recent post-FQ3 sell-off, the annualized yield has recovered to 2.8%. INTC investors have been very comfortable sitting on its robust profitability and its solid dividend yields over the years. These value and dividend income investors don't invest in INTC stock for growth. They invest in it for its value and its dividends.\nPat Gelsinger's ambitious growth plans have thrown them a curveball that they didn't expect. When Intel communicated that these plans would have a discernible impact on its profitability, they feared for their dividends. Perhaps, Gelsinger is banking on a turnover of its investor base. The company could potentially be a huge winner if it succeeds on its growth roadmap. Given that the expectations are so low now, it doesn't even have to be immensely successful for the stock to be re-rated upwards. The huge difference in the growth premium between INTC and its faster growth peers is eye-catching. We think investors who have patience and are willing to ride out the short-term volatility might find INTC stock attractively valued right now. Coupled with a 2.8% dividend yield, it adds more gloss to its premise. Adding on a potential growth re-rating, the stock certainly looks attractive.\nDespite that, INTC's long-term momentum has remained weak. The stock's long-term price action has also been much weaker than AMD stock. We recall that Buffett emphasized that he has no qualms about paying a fair price for a fantastic company.\nTherefore, we think AMD stock represents our preferred Buy for now.INTC stock is also a Buy for dividend and value investors. At the same time, we retain our Neutral rating on NVDA.\nThis article was written by JR Research.","news_type":1,"symbols_score_info":{"NVDA":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854454259,"gmtCreate":1635476309273,"gmtModify":1635476389912,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Watch VALE… bullish divergence &nbsp;","listText":"Watch VALE… bullish divergence &nbsp;","text":"Watch VALE… bullish divergence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854454259","repostId":"2179294195","repostType":4,"isVote":1,"tweetType":1,"viewCount":2460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854417221,"gmtCreate":1635473370586,"gmtModify":1635473370760,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Watch out AFRM","listText":"Watch out AFRM","text":"Watch out AFRM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854417221","repostId":"1146294800","repostType":4,"repost":{"id":"1146294800","kind":"news","pubTimestamp":1635472918,"share":"https://www.laohu8.com/m/news/1146294800?lang=zh_CN&edition=full","pubTime":"2021-10-29 10:01","market":"us","language":"en","title":"Apple and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146294800","media":"MarketWatch","summary":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into th","content":"<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前努力解决供应链问题，企业软件公司看起来表现强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>九月，一艘集装箱船在洛杉矶港等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假期回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告称，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题对苹果和亚马逊都造成了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假期季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假期预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果公布了罕见的营收下滑，这是自2018年12月季度以来的首次下滑，第四财季营收为834亿美元，比分析师预期的851亿美元低17亿美元。自疫情爆发以来，苹果不再给出收入指引，但大部分收入缺口来自iPhone销量，比分析师预期低21亿美元。然而，Mac和iPad的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官Luca Maestri告诉分析师，持续的供应限制使其收入损失了约60亿美元，并且在12月季度的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和COVID-19大流行导致的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图支持员工并处理前所未有的供应链问题，盈利下降幅度甚至超出预期，支出大幅飙升。亚马逊履行和运送订单的成本从147.1亿美元增加到185亿美元。亚马逊公布第三季度每股收益为6.12美元，同比下降近50%，低于分析师平均预期的每股8.90美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些较高的履行和员工成本，例如苹果的供应链限制，将在第四季度持续下去，这通常是消费者相关科技公司最大的。亚马逊首席执行官安迪·贾西在一份声明中表示，亚马逊预计其消费者业务将产生“数十亿美元的额外成本”，因为该公司要应对“劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加”。”</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>这两家市值均超过1万亿美元的科技巨头的股价在盘后交易中暴跌，其中苹果下跌3.53%，亚马逊下跌4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有看到任何需求损失——事实上，情况恰恰相反，因为在全球运输和产品限制的情况下，它们无法跟上需求——但这一消息令指望它们强劲结束今年的投资者感到沮丧。由于以消费者为中心的公司可能很难在即将到来的假期满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软净利润首次突破200亿美元，PC收入超出预期，该公司快速增长的云业务仍是其最大驱动力。该公司股价在周四盘后交易中小幅上涨，并有望在周五常规交易时间超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期期间走高的软件公司。团队协作软件制造商Atlassian周四股价飙升9%，此前其基于云的产品收入飙升50%，超出了华尔街的预期。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了其目标价；周四其股价上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期买入科技股的投资者可能希望远离苹果和亚马逊等传统公司，转而关注企业软件开发商和其他云计算公司。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地填充库存。</blockquote></p><p></p>","source":"lsy1603348471595","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 and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</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 and Amazon are struggling, so investors may want to look to these tech stocks instead<blockquote>苹果和亚马逊正在苦苦挣扎，因此投资者可能会转而关注这些科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-29 10:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong</p><p><blockquote>随着专注于向消费者提供商品的公司在假期前努力解决供应链问题，企业软件公司看起来表现强劲</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0123d1db0a69d3c06a49bc51bc84fc1\" tg-width=\"700\" tg-height=\"464\" referrerpolicy=\"no-referrer\"><span>A logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>九月，一艘集装箱船在洛杉矶港等待卸货。供应链问题预计将在本季度给苹果和亚马逊带来沉重压力。</span></p></blockquote></p><p> Both Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.</p><p><blockquote>苹果公司和亚马逊公司周四的盈利都罕见地令人失望，这可能会导致投资者转向另一个方向寻求丰厚的假期回报。</blockquote></p><p> This column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple&nbsp;and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp.&nbsp;— offered a huge holiday forecast just a few days earlier.</p><p><blockquote>本专栏警告称，这两家科技巨头本季度可能会陷入困境，因为一直影响其他行业的供应链问题对苹果和亚马逊都造成了影响。对于以消费者为中心的公司来说，这些问题似乎将持续到通常巨大的假期季度，而两者的天然竞争对手——微软公司——就在几天前提供了巨大的假期预测。</blockquote></p><p> Apple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.</p><p><blockquote>苹果公布了罕见的营收下滑，这是自2018年12月季度以来的首次下滑，第四财季营收为834亿美元，比分析师预期的851亿美元低17亿美元。自疫情爆发以来，苹果不再给出收入指引，但大部分收入缺口来自iPhone销量，比分析师预期低21亿美元。然而，Mac和iPad的销量超出了预期。</blockquote></p><p> Apple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.</p><p><blockquote>苹果首席财务官Luca Maestri告诉分析师，持续的供应限制使其收入损失了约60亿美元，并且在12月季度的影响将更大。受影响最大的产品是iPhone、iPad和Mac，这些限制是由半导体短缺和COVID-19大流行导致的制造中断造成的。</blockquote></p><p> Amazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.</p><p><blockquote>亚马逊报告称，由于试图支持员工并处理前所未有的供应链问题，盈利下降幅度甚至超出预期，支出大幅飙升。亚马逊履行和运送订单的成本从147.1亿美元增加到185亿美元。亚马逊公布第三季度每股收益为6.12美元，同比下降近50%，低于分析师平均预期的每股8.90美元。</blockquote></p><p> These higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”</p><p><blockquote>这些较高的履行和员工成本，例如苹果的供应链限制，将在第四季度持续下去，这通常是消费者相关科技公司最大的。亚马逊首席执行官安迪·贾西在一份声明中表示，亚马逊预计其消费者业务将产生“数十亿美元的额外成本”，因为该公司要应对“劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加”。”</blockquote></p><p> The shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.</p><p><blockquote>这两家市值均超过1万亿美元的科技巨头的股价在盘后交易中暴跌，其中苹果下跌3.53%，亚马逊下跌4%。</blockquote></p><p> While neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.</p><p><blockquote>虽然两家公司都没有看到任何需求损失——事实上，情况恰恰相反，因为在全球运输和产品限制的情况下，它们无法跟上需求——但这一消息令指望它们强劲结束今年的投资者感到沮丧。由于以消费者为中心的公司可能很难在即将到来的假期满足所有需求，因此以企业为中心的科技巨头——例如微软——目前可能是更安全的选择。</blockquote></p><p> Earlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.</p><p><blockquote>本周早些时候，微软净利润首次突破200亿美元，PC收入超出预期，该公司快速增长的云业务仍是其最大驱动力。该公司股价在周四盘后交易中小幅上涨，并有望在周五常规交易时间超过苹果。</blockquote></p><p> Microsoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates&nbsp;and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc.&nbsp;beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.</p><p><blockquote>微软并不是唯一一个在假期期间走高的软件公司。团队协作软件制造商Atlassian周四股价飙升9%，此前其基于云的产品收入飙升50%，超出了华尔街的预期。周三，基于云的软件提供商ServiceNow Inc.超出预期，华尔街一位分析师上调了其目标价；周四其股价上涨3.45%。</blockquote></p><p> Investors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.</p><p><blockquote>希望在假期买入科技股的投资者可能希望远离苹果和亚马逊等传统公司，转而关注企业软件开发商和其他云计算公司。它们可能有点无聊，但它们有望在即将到来的第四季度实现更多增长，并且可能比更注重消费者的巨头更好地填充库存。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page\">MarketWatch</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":{"NOW":"ServiceNow","MSFT":"微软","AAPL":"苹果","TEAM":"Atlassian Corporation PLC","AMZN":"亚马逊"},"source_url":"https://www.marketwatch.com/story/apple-and-amazon-are-struggling-so-investors-may-want-to-look-to-these-tech-stocks-instead-11635469850?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146294800","content_text":"As companies focused on getting goods to consumers struggle with supply-chain issues heading into the holidays, enterprise software companies are looking strong\nA logjam of container ships, at top, wait to offload at the Port of Los Angeles in September. Supply-chain issues are expected to weigh heavily on both Apple and Amazon this quarter.\nBoth Apple Inc. and Amazon.com Inc. had rare earnings disappointments on Thursday, which may lead investors to look in another direction for big holiday returns.\nThis column warned that the two tech giants could stumble this quarter, as the supply-chain issues that had been affecting other industries took a bite out of both Apple and Amazon.It appears those issues will continue into the normally huge holiday quarter for the consumer-focused companies, while a natural rival of both — Microsoft Corp. — offered a huge holiday forecast just a few days earlier.\nApple reported a rare revenue miss — its first since the December quarter of 2018 — with revenue of $83.4 billion coming in $1.7 billion below analysts’ estimates of $85.1 billion for its fiscal fourth quarter. Since the pandemic, Apple no longer gives revenue guidance, but the bulk of the revenue shortfall came from iPhone sales, which came in $2.1 billion below analysts expectations. Sales of Macs and iPads, however, exceeded estimates.\nApple’s Chief Financial Officer Luca Maestri told analysts that the ongoing supply constraints hurt its revenue by around $6 billion, and that the impact will be larger in the December quarter. The products most effected were the iPhone, the iPad and the Mac, and the constraints were caused by both semiconductor shortages and manufacturing disruptions because of the COVID-19 pandemic.\nAmazon reported an even sharper-than-expected drop in earnings, with a huge surge in expenses, as it tried to shore up staff and dealt with unprecedented supply-chain issues. Amazon’s costs to fulfill and ship orders increased to $18.5 billion from $14.71 billion. Amazon reported third-quarter earnings per share of $6.12, a drop of nearly 50% from the year-ago and below analysts’ average expectations of $8.90 a share.\nThese higher fulfillment and employee costs, like Apple’s supply-chain constraints, will continue in the fourth quarter, usually the biggest for consumer-related tech companies. Amazon CEO Andy Jassy said in a statement that Amazon expects to incur “several billion dollars of additional costs” in its consumer business, as it deals with “labor supply shortages, increased wage costs, global supply-chain issues, and increased freight and shipping costs.”\nThe shares of both tech mega stars — which both trade over $1 trillion in market cap — tumbled in after-hours trading, with Apple falling 3.53% while Amazon lost 4%.\nWhile neither company is seeing any loss of demand — in fact the opposite is occurring because they cannot keep up with demand amid the global shipping and product constraints — the news was a downer for investors counting on them to finish the year strongly. As consumer-focused companies could have a harder time meeting all the demand in the upcoming holiday season, corporate-focused tech giants — such as Microsoft — could be a safer play for now.\nEarlier this week, Microsoft topped $20 billion in net income for the first time, with PC revenue beating expectations and the company’s fast-growing cloud business still its biggest driver. The company’s shares were up slightly in after-hours trading Thursday and were on the way to potentially surpassing Apple in market value in regular trading hours on Friday.\nMicrosoft is not the only software name trending higher heading into the holidays. Atlassian,the maker of team collaboration software, saw its shares soar 9% on Thursday after blowing past Wall Street’s estimates and seeing revenue for its its cloud-based products soar 50%. On Wednesday, cloud-based software provider ServiceNow Inc. beat estimates, and one analyst on Wall Street raised its price target; its shares climbed 3.45% on Thursday.\nInvestors looking to stock up on tech stocks for the holidays might want to move away from the traditional players — like Apple and Amazon — and look at enterprise software developers and other cloud-computing players. They may be a bit more boring, but they are poised for more growth in the coming fourth quarter, and could be better stocking-stuffers than the more consumer-focused giants.","news_type":1,"symbols_score_info":{"AMZN":0.9,"NOW":0.9,"TEAM":0.9,"MSFT":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854414569,"gmtCreate":1635473315781,"gmtModify":1635473315967,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Buy the dip at 3K","listText":"Buy the dip at 3K","text":"Buy the dip at 3K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854414569","repostId":"1197599551","repostType":4,"repost":{"id":"1197599551","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":1635461289,"share":"https://www.laohu8.com/m/news/1197599551?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:48","market":"us","language":"en","title":"Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197599551","media":"Tiger Newspress","summary":"Amazon shares dropped more than 4% in extended trading on Thursday after the company reported weaker","content":"<p>Amazon&nbsp;shares dropped more than 4% in extended trading on Thursday after the company&nbsp;reported&nbsp;weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.</p><p><blockquote>亚马逊股价周四在盘后交易中下跌超过4%，此前该公司公布了弱于预期的第三季度业绩，并为关键假期期间提供了令人失望的指引。</blockquote></p><p> <ul>  <li><b>Earnings:</b>$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv</li>  <li><b>Revenue:</b>$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv</li> </ul> <img src=\"https://static.tigerbbs.com/33b2c00e116cbf6cb68edeaf56f48177\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收益：</b>Refinitiv调查的分析师表示，每股6.12美元，预期为8.92美元</li><li><b>收入：</b>根据Refinitiv调查的分析师，预计为1,108.1亿美元，而预期为1,116亿美元</li></ul></blockquote></p><p> Amazon&nbsp;is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.</p><p><blockquote>随着消费者重返实体店以及该公司面临供应链挑战，亚马逊预计销售增长将放缓。第三季度营收增长15%，低于去年同期37%的增幅。</blockquote></p><p> For the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.</p><p><blockquote>亚马逊预测第四季度销售额在1300亿美元至1400亿美元之间，增长率在4%至12%之间。FactSet调查的分析师预计营收将同比增长13.2%至1,421亿美元。</blockquote></p><p> Amazon.com Inc&nbsp;on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.</p><p><blockquote>亚马逊公司周四报告称，由于工资上涨和吸引员工的支出减少了该公司从网上购物中获得的意外之财，预计这种情况将持续到整个假期季度。</blockquote></p><p> After a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.</p><p><blockquote>在经历了一年的重磅业绩之后，这家全球最大的在线零售商正面临着更加严峻的前景。在劳动力市场紧张的情况下，该公司已将美国仓库的平均工资提高至每小时18美元，并推出更高的签约奖金，以吸引维持其高流动率业务所需的蓝领员工。</blockquote></p><p> The company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.</p><p><blockquote>与此同时，该公司正在应对全球供应链中断的问题。它将集装箱处理能力提高了一倍，扩大了送货服务合作伙伴计划，并增加了仓库投资——所有这些都付出了巨大的成本。</blockquote></p><p> The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.</p><p><blockquote>该公司表示，预计本季度营业利润将在0至30亿美元之间，低于亚马逊去年公布的69亿美元。在刚刚结束的第三季度，净利润下降了约50%，至31.6亿美元，这是自美国冠状病毒大流行开始以来的首次。</blockquote></p><p> Andy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.</p><p><blockquote>7月份接任亚马逊首席执行官的安迪·贾西(Andy Jassy)在一份声明中表示，该公司将在消费者业务上产生数十亿美元的额外支出，以应对运输成本上涨、工资上涨和劳动力短缺。</blockquote></p><p> Amazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"</p><p><blockquote>他表示，亚马逊正在“尽一切努力将这个假期对客户和销售合作伙伴的影响降至最低”。“短期内这对我们来说会很昂贵，但对于我们的客户和合作伙伴来说，这是正确的优先事项。”</blockquote></p><p> The retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.</p><p><blockquote>该零售商努力防止2013年的情况重演，当时延误导致一些人在圣诞节没有收到礼物。</blockquote></p><p> Retailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.</p><p><blockquote>零售商面临着从玩具、耐克运动鞋到笔记本电脑等各种商品的供应限制，这使得他们很难在货架上备货。</blockquote></p><p> Supply chain woes are also costing Apple Inc&nbsp;- $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.</p><p><blockquote>供应链困境也导致苹果公司损失——根据周四发布的业绩，该公司第四财季销售额损失60亿美元。苹果首席执行官Tim Cook表示，在假日销售季度，影响会更严重。</blockquote></p><p> Some analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.</p><p><blockquote>Hargreaves Lansdown的尼古拉斯·海耶特(Nicholas Hyett)等一些分析师给了亚马逊一个通行证，他们认识到该公司为客户提供服务的高支出记录从长远来看已经得到了回报。</blockquote></p><p> \"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"</p><p><blockquote>“亚马逊从未过度关注利润，”海耶特说。“这些业绩再次体现了集团愿意以牺牲短期利润为代价投资于长期成功的意愿。”</blockquote></p><p> <b>LABOR SHORTAGE</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p> Guru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.</p><p><blockquote>前亚马逊经理、现任CommerceIQ首席执行官古鲁·哈里哈兰(Guru Hariharan)表示，该公司的缺货情况达到了历史最高水平。</blockquote></p><p> \"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.</p><p><blockquote>“在线市场需要继续解决填充率问题，以满足假日购物季之前的需求，”他说。</blockquote></p><p> Amazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.</p><p><blockquote>亚马逊CFO Brian Olsavsky在与记者举行的看涨期权上表示，劳动力短缺一直是一个挑战，导致人员配备水平不一致。他表示，第三季度的主要产能限制是工人，而不是物理空间。</blockquote></p><p> And that has had a ripple effect.</p><p><blockquote>这产生了连锁反应。</blockquote></p><p> \"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.</p><p><blockquote>他说：“库存放置经常被重定向到有劳动力接收该产品的履行中心，这导致放置不太理想，从而导致运输路线更长、更昂贵。”</blockquote></p><p> Amazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.</p><p><blockquote>奥尔萨夫斯基表示，亚马逊面临着来自劳动力、通货膨胀和运营中断的额外20亿美元成本，预计这一数字在当前时期将升至40亿美元。</blockquote></p><p> Staff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.</p><p><blockquote>员工们也在争取更多。纽约市约2000名工人本周请愿投票，决定是否将他们的仓库作为该公司在美国的第一个工会设施。</blockquote></p><p></p><p> To juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.</p><p><blockquote>为了刺激销售，该公司早在今年10月4日就开始鼓励顾客购买假日优惠商品。奥尔萨夫斯基表示，尽管如此，消费者已经开始恢复到大流行前的购物水平，在旅行和服务上花费更多。</blockquote></p><p> The company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.</p><p><blockquote>该公司预计第四季度销售额将在1300亿美元至1400亿美元之间。根据Refinitiv的IBES数据，分析师预计为1,420.5亿美元。该公司第三季度销售额也未达到预期，出现自COVID-19爆发以来最慢的增长。</blockquote></p><p> Amazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.</p><p><blockquote>亚马逊的云计算部门是一个亮点。Olsavsky表示，该业务的收入增长重新加速，该公司本季度净销售额达到161亿美元，超出了分析师的预期。随着疫情期间对游戏和远程工作的需求，亚马逊网络服务的销售额有所增长。</blockquote></p><p> Total net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.</p><p><blockquote>截至9月30日的第三季度总净销售额从去年同期的961.5亿美元增至1108.1亿美元。</blockquote></p><p> Analysts had predicted $111.60 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预测为1116亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</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\">\nAmazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon&nbsp;shares dropped more than 4% in extended trading on Thursday after the company&nbsp;reported&nbsp;weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.</p><p><blockquote>亚马逊股价周四在盘后交易中下跌超过4%，此前该公司公布了弱于预期的第三季度业绩，并为关键假期期间提供了令人失望的指引。</blockquote></p><p> <ul>  <li><b>Earnings:</b>$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv</li>  <li><b>Revenue:</b>$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv</li> </ul> <img src=\"https://static.tigerbbs.com/33b2c00e116cbf6cb68edeaf56f48177\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收益：</b>Refinitiv调查的分析师表示，每股6.12美元，预期为8.92美元</li><li><b>收入：</b>根据Refinitiv调查的分析师，预计为1,108.1亿美元，而预期为1,116亿美元</li></ul></blockquote></p><p> Amazon&nbsp;is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.</p><p><blockquote>随着消费者重返实体店以及该公司面临供应链挑战，亚马逊预计销售增长将放缓。第三季度营收增长15%，低于去年同期37%的增幅。</blockquote></p><p> For the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.</p><p><blockquote>亚马逊预测第四季度销售额在1300亿美元至1400亿美元之间，增长率在4%至12%之间。FactSet调查的分析师预计营收将同比增长13.2%至1,421亿美元。</blockquote></p><p> Amazon.com Inc&nbsp;on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.</p><p><blockquote>亚马逊公司周四报告称，由于工资上涨和吸引员工的支出减少了该公司从网上购物中获得的意外之财，预计这种情况将持续到整个假期季度。</blockquote></p><p> After a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.</p><p><blockquote>在经历了一年的重磅业绩之后，这家全球最大的在线零售商正面临着更加严峻的前景。在劳动力市场紧张的情况下，该公司已将美国仓库的平均工资提高至每小时18美元，并推出更高的签约奖金，以吸引维持其高流动率业务所需的蓝领员工。</blockquote></p><p> The company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.</p><p><blockquote>与此同时，该公司正在应对全球供应链中断的问题。它将集装箱处理能力提高了一倍，扩大了送货服务合作伙伴计划，并增加了仓库投资——所有这些都付出了巨大的成本。</blockquote></p><p> The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.</p><p><blockquote>该公司表示，预计本季度营业利润将在0至30亿美元之间，低于亚马逊去年公布的69亿美元。在刚刚结束的第三季度，净利润下降了约50%，至31.6亿美元，这是自美国冠状病毒大流行开始以来的首次。</blockquote></p><p> Andy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.</p><p><blockquote>7月份接任亚马逊首席执行官的安迪·贾西(Andy Jassy)在一份声明中表示，该公司将在消费者业务上产生数十亿美元的额外支出，以应对运输成本上涨、工资上涨和劳动力短缺。</blockquote></p><p> Amazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"</p><p><blockquote>他表示，亚马逊正在“尽一切努力将这个假期对客户和销售合作伙伴的影响降至最低”。“短期内这对我们来说会很昂贵，但对于我们的客户和合作伙伴来说，这是正确的优先事项。”</blockquote></p><p> The retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.</p><p><blockquote>该零售商努力防止2013年的情况重演，当时延误导致一些人在圣诞节没有收到礼物。</blockquote></p><p> Retailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.</p><p><blockquote>零售商面临着从玩具、耐克运动鞋到笔记本电脑等各种商品的供应限制，这使得他们很难在货架上备货。</blockquote></p><p> Supply chain woes are also costing Apple Inc&nbsp;- $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.</p><p><blockquote>供应链困境也导致苹果公司损失——根据周四发布的业绩，该公司第四财季销售额损失60亿美元。苹果首席执行官Tim Cook表示，在假日销售季度，影响会更严重。</blockquote></p><p> Some analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.</p><p><blockquote>Hargreaves Lansdown的尼古拉斯·海耶特(Nicholas Hyett)等一些分析师给了亚马逊一个通行证，他们认识到该公司为客户提供服务的高支出记录从长远来看已经得到了回报。</blockquote></p><p> \"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"</p><p><blockquote>“亚马逊从未过度关注利润，”海耶特说。“这些业绩再次体现了集团愿意以牺牲短期利润为代价投资于长期成功的意愿。”</blockquote></p><p> <b>LABOR SHORTAGE</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p> Guru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.</p><p><blockquote>前亚马逊经理、现任CommerceIQ首席执行官古鲁·哈里哈兰(Guru Hariharan)表示，该公司的缺货情况达到了历史最高水平。</blockquote></p><p> \"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.</p><p><blockquote>“在线市场需要继续解决填充率问题，以满足假日购物季之前的需求，”他说。</blockquote></p><p> Amazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.</p><p><blockquote>亚马逊CFO Brian Olsavsky在与记者举行的看涨期权上表示，劳动力短缺一直是一个挑战，导致人员配备水平不一致。他表示，第三季度的主要产能限制是工人，而不是物理空间。</blockquote></p><p> And that has had a ripple effect.</p><p><blockquote>这产生了连锁反应。</blockquote></p><p> \"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.</p><p><blockquote>他说：“库存放置经常被重定向到有劳动力接收该产品的履行中心，这导致放置不太理想，从而导致运输路线更长、更昂贵。”</blockquote></p><p> Amazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.</p><p><blockquote>奥尔萨夫斯基表示，亚马逊面临着来自劳动力、通货膨胀和运营中断的额外20亿美元成本，预计这一数字在当前时期将升至40亿美元。</blockquote></p><p> Staff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.</p><p><blockquote>员工们也在争取更多。纽约市约2000名工人本周请愿投票，决定是否将他们的仓库作为该公司在美国的第一个工会设施。</blockquote></p><p></p><p> To juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.</p><p><blockquote>为了刺激销售，该公司早在今年10月4日就开始鼓励顾客购买假日优惠商品。奥尔萨夫斯基表示，尽管如此，消费者已经开始恢复到大流行前的购物水平，在旅行和服务上花费更多。</blockquote></p><p> The company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.</p><p><blockquote>该公司预计第四季度销售额将在1300亿美元至1400亿美元之间。根据Refinitiv的IBES数据，分析师预计为1,420.5亿美元。该公司第三季度销售额也未达到预期，出现自COVID-19爆发以来最慢的增长。</blockquote></p><p> Amazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.</p><p><blockquote>亚马逊的云计算部门是一个亮点。Olsavsky表示，该业务的收入增长重新加速，该公司本季度净销售额达到161亿美元，超出了分析师的预期。随着疫情期间对游戏和远程工作的需求，亚马逊网络服务的销售额有所增长。</blockquote></p><p> Total net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.</p><p><blockquote>截至9月30日的第三季度总净销售额从去年同期的961.5亿美元增至1108.1亿美元。</blockquote></p><p> Analysts had predicted $111.60 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预测为1116亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197599551","content_text":"Amazon shares dropped more than 4% in extended trading on Thursday after the company reported weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.\n\nEarnings:$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv\nRevenue:$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv\n\n\nAmazon is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.\nFor the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.\nAmazon.com Inc on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.\nAfter a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.\nThe company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.\nThe company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.\nAndy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.\nAmazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"\nThe retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.\nRetailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.\nSupply chain woes are also costing Apple Inc - $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.\nSome analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.\n\"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"\nLABOR SHORTAGE\nGuru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.\n\"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.\nAmazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.\nAnd that has had a ripple effect.\n\"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.\nAmazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.\nStaff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.\nTo juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.\nThe company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.\nAmazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.\nTotal net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.\nAnalysts had predicted $111.60 billion, according to IBES data from Refinitiv.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854415633,"gmtCreate":1635473257493,"gmtModify":1635473257626,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Time to watch the VIX and VXN","listText":"Time to watch the VIX and VXN","text":"Time to watch the VIX and VXN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854415633","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854541255,"gmtCreate":1635470322096,"gmtModify":1635470322188,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower&nbsp;before buying.&nbsp;","listText":"Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower&nbsp;before buying.&nbsp;","text":"Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower before buying.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/854541255","repostId":"2179291720","repostType":4,"repost":{"id":"2179291720","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635460215,"share":"https://www.laohu8.com/m/news/2179291720?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:30","market":"us","language":"en","title":"Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179291720","media":"Benzinga","summary":"Apple, Inc. (NASDAQ: AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.","content":"<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending&nbsp;shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush分析师Daniel Ives维持跑赢大盘评级和185美元的目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion&nbsp;missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't&nbsp;immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>Ives表示，随着“供应链乌云”影响到每个行业，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是iPhone）产生了约60亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>所有其他产品类别，包括关键服务部门，都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链导致了本季度iPhone 13派对的崩溃，并将成为12月份季度的悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会影响他对苹果2022年市值将达到3万亿美元的长期看涨观点。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>该分析师表示，全球总体需求强劲。他补充说，如果消费者需求保持这种速度，苹果在假期期间将面临iPhone 13的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>鉴于Wedbush对苹果2022年需求前景的乐观看法，他将任何抛售视为黄金买入机会。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，报147.19美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</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\">\nAnalyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-29 06:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending&nbsp;shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush分析师Daniel Ives维持跑赢大盘评级和185美元的目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion&nbsp;missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't&nbsp;immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>Ives表示，随着“供应链乌云”影响到每个行业，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是iPhone）产生了约60亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>所有其他产品类别，包括关键服务部门，都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链导致了本季度iPhone 13派对的崩溃，并将成为12月份季度的悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会影响他对苹果2022年市值将达到3万亿美元的长期看涨观点。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>该分析师表示，全球总体需求强劲。他补充说，如果消费者需求保持这种速度，苹果在假期期间将面临iPhone 13的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>鉴于Wedbush对苹果2022年需求前景的乐观看法，他将任何抛售视为黄金买入机会。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，报147.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179291720","content_text":"Apple, Inc. (NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.\nThe Apple Analyst:  Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.\nThe Apple Thesis:  Apple's fourth-quarter revenues of $83.4 billion missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.\nWith the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.\nEvery other product category, including the key Services segment, came in ahead of Wedbush's expectations.\n\"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.\nThe analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.\nOverall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.\nWedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.\nAAPL Price Action:  In after-hours trading, Apple shares fell 3.53% to $147.19.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"content":"Yes. From the AH price of 147 to 125 is only about 14%++ drop. AAPL always do that. See Feb 2021. Plus AMZN also tanks and the market sell off + tapering.","text":"Yes. From the AH price of 147 to 125 is only about 14%++ drop. AAPL always do that. See Feb 2021. Plus AMZN also tanks and the market sell off + tapering.","html":"Yes. From the AH price of 147 to 125 is only about 14%++ drop. AAPL always do that. See Feb 2021. Plus AMZN also tanks and the market sell off + tapering."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854555090,"gmtCreate":1635469972700,"gmtModify":1635470097823,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Buy the dip. Bought at 309!","listText":"Buy the dip. Bought at 309!","text":"Buy the dip. Bought at 309!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854555090","repostId":"2179293785","repostType":4,"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854556502,"gmtCreate":1635469918302,"gmtModify":1635470094369,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"The market will red else flat at best. If the former happens, it might be the start of the pullback or correction &nbsp;starting next week. Remember next week -FOMC","listText":"The market will red else flat at best. If the former happens, it might be the start of the pullback or correction &nbsp;starting next week. Remember next week -FOMC","text":"The market will red else flat at best. If the former happens, it might be the start of the pullback or correction starting next week. Remember next week -FOMC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854556502","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855445245,"gmtCreate":1635395155640,"gmtModify":1635408529572,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Will be hitting resistance soon. This is one of the semi-con stocks to keep for long time.Expect another run up when merger with XLNX completes!","listText":"Will be hitting resistance soon. This is one of the semi-con stocks to keep for long time.Expect another run up when merger with XLNX completes!","text":"Will be hitting resistance soon. This is one of the semi-con stocks to keep for long time.Expect another run up when merger with XLNX completes!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855445245","repostId":"1126125470","repostType":4,"repost":{"id":"1126125470","kind":"news","pubTimestamp":1635392274,"share":"https://www.laohu8.com/m/news/1126125470?lang=zh_CN&edition=full","pubTime":"2021-10-28 11:37","market":"us","language":"en","title":"AMD: Great Results, But One Major Issue Remains<blockquote>AMD：成绩很好，但一个主要问题仍然存在</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126125470","media":"Seeking Alpha","summary":"Summary\n\nCompany beats estimates and provides solid guidance.\nImpressive growth set to continue for ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Company beats estimates and provides solid guidance.</li>  <li>Impressive growth set to continue for some time.</li>  <li>If you believe deal will go through, buy Xilinx instead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23e6fc434a2340a2c469f70b4321de65\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Vertigo3d/E+ via Getty Images</span></p><p><blockquote><ul><li>公司超出预期并提供可靠的指导。</li><li>令人印象深刻的增长将持续一段时间。</li><li>如果您相信交易会成功，请购买赛灵思。</li></ul><p class=\"t-img-caption\"><span>Vertigo3d/E+来自Getty Images</span></p></blockquote></p><p> After the bell on Tuesday, we received&nbsp;third quarter results&nbsp;from chip company Advanced Micro Devices(NASDAQ:AMD). As we've seen in a number of recent quarters, management continues to deliver impressive growth and is clearly increasing its market share. The stock hit a new high going into the report on Tuesday as investors continue to love this name, but there's one major issue that makes this particular name potentially not worth an investment at this time.</p><p><blockquote>周二盘后，我们收到了芯片公司Advanced Micro Devices（纳斯达克：AMD）的第三季度业绩。正如我们在最近几个季度看到的那样，管理层继续实现令人印象深刻的增长，并且明显增加了其市场份额。由于投资者仍然喜欢这个名字，该股在周二的报告中创下新高，但有一个主要问题使得这个特定的名字目前可能不值得投资。</blockquote></p><p> For Q3, revenues came in at $4.313 billion, which was up 54% over the prior year period. This was the sixth straight beat on the top line, and the fifth straight one of at least $200 million. This revenue number is even more impressive when you consider that at the end of October 2020, the Street wasn't even looking for $3.2 billion in Q3 2021 revenues. Here are the key segment results:</p><p><blockquote>第三季度收入为43.13亿美元，比去年同期增长54%。这是连续第六次超过收入，也是连续第五次超过2亿美元。当你考虑到2020年10月底，华尔街甚至没有预计2021年第三季度的收入达到32亿美元时，这个收入数字就更令人印象深刻了。以下是主要细分结果：</blockquote></p><p> <ul>  <li>Enterprise, Embedded and Semi-Custom segment revenue was $1.9 billion, up 69 percent year-over-year and 20 percent quarter-over-quarter.</li>  <li>Computing and Graphics segment revenue was $2.4 billion, up 44 percent year-over-year and 7 percent quarter-over-quarter.</li> </ul> On a non-GAAP basis, the company expanded its gross margins by 440 basis points over the prior year period. With operating expense growth not rising as fast as revenues, AMD was able to more than double its operating profit over Q3 2020 levels. On the bottom line, adjusted EPS of $0.73 beat Street estimates by $0.07, and rose nearly 80% from the year ago figure of $0.41.</p><p><blockquote><ul><li>企业、嵌入式和半定制部门收入为19亿美元，同比增长69%，环比增长20%。</li><li>计算和图形部门收入为24亿美元，同比增长44%，环比增长7%。</li></ul>在非GAAP基础上，该公司的毛利率比去年同期增长了440个基点。由于运营费用增长不如收入增长快，AMD的运营利润比2020年第三季度的水平增加了一倍以上。从利润来看，调整后每股收益为0.73美元，比华尔街预期高出0.07美元，比去年同期的0.41美元增长近80%。</blockquote></p><p> The company produced $764 million of free cash flow in the period. That was up about half a billion dollars from last year's period, although it was down from the $888 million that was generated in Q2 of this year. Management used most of that cash to repurchase more than 7 million shares of stock for $750 million, which looks pretty good with shares now a bit over $120.</p><p><blockquote>该公司在此期间产生了7.64亿美元的自由现金流。这比去年同期增加了约5亿美元，尽管低于今年第二季度的8.88亿美元。管理层用大部分现金以7.5亿美元回购了超过700万股股票，目前股价略高于120美元，这看起来相当不错。</blockquote></p><p> For the fourth quarter of 2021, AMD expects revenue to be approximately $4.5 billion, plus or minus $100 million. This roughly 39% year over year increase was well above the $4.25 billion or nearly 31% growth the Street was looking for. As a result, the full year growth forecast was boosted to 65% from 60%, with management also calling for nice sequential non-GAAP gross margin growth in Q4. AMD should easily be able to top $16 billion in revenue this year, tremendous improvement from the less than $4 billion figure posted in 2015.</p><p><blockquote>对于2021年第四季度，AMD预计收入约为45亿美元，上下浮动1亿美元。同比增长约39%，远高于华尔街预期的42.5亿美元或近31%的增长。因此，全年增长预测从60%上调至65%，管理层还呼吁第四季度非GAAP毛利率实现良好的环比增长。AMD今年的收入应该很容易突破160亿美元，比2015年不到40亿美元的数字有了巨大的改善。</blockquote></p><p> There is no doubt that AMD is firing on all cylinders right now. Revenue growth continues to beat expectations, and guidance is being raised quarter after quarter. The only problem right now is with the stock itself, and this is because of the pending Xilinx(NASDAQ:XLNX)&nbsp;acquisition. As I have continued to detail, Xilinx shares are&nbsp;trading at a massive discount&nbsp;to the implied deal price. As the chart below shows, the implied discount rose to nearly $40 as of Tuesday's close, the highest level in a couple of months.</p><p><blockquote>毫无疑问，AMD现在正在全力以赴。收入增长持续超出预期，指引逐季上调。现在唯一的问题是股票本身，这是因为即将进行的赛灵思（纳斯达克股票代码：XLNX）收购。正如我继续详细介绍的那样，赛灵思股票的交易价格比隐含交易价格大幅折扣。如下图所示，截至周二收盘，隐含折扣升至近40美元，为几个月来的最高水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cca97b3cf3e9bad577c89b894f33450\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"><span>Data sourced from Yahoo! Finance; last data point on chart is 10/26/21</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源于雅虎！金融；图表上的最后一个数据点是10/26/21</span></p></blockquote></p><p> If you are a long term AMD believer, and you believe the deal will go through, there is just no reason to buy shares of this company right now. Instead of paying roughly $122 currently, you could pay roughly $175 for Xilinx, and that would get you 1.7234 shares of AMD when the deal goes through. AMD management&nbsp;still seems fairly confident&nbsp;that it's only a matter of time before things are finalized. We haven't received any major news lately, so it's just a matter of regulators making sure everything here is fine.</p><p><blockquote>如果您是AMD的长期信徒，并且您相信交易会成功，那么现在就没有理由购买该公司的股票。您可以为Xilinx支付大约175美元，而不是目前支付大约122美元，交易完成后您将获得1.7234股AMD股票。AMD管理层似乎仍然相当有信心，事情最终确定只是时间问题。我们最近没有收到任何重大消息，所以这只是监管机构确保这里一切正常的问题。</blockquote></p><p> In the end, AMD delivered another strong quarter, handily beating top and bottom line estimates and giving upside guidance. The stock declined a little in the after-hours session though, as shares had rallied to a new high during Tuesday trading. As great as AMD is right now, I just can't recommend the name if you believe the Xilinx deal will go through, because you are paying a massive premium for shares based on the implied deal price.</p><p><blockquote>最终，AMD又实现了一个强劲的季度，轻松超出了营收和利润预期，并给出了上行指引。不过，该股在盘后交易中小幅下跌，因为该股在周二交易中反弹至新高。尽管AMD现在很棒，但如果您相信Xilinx的交易会通过，我就不能推荐这个名字，因为您正在根据隐含的交易价格为股票支付巨额溢价。</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>AMD: Great Results, But One Major Issue Remains<blockquote>AMD：成绩很好，但一个主要问题仍然存在</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\">\nAMD: Great Results, But One Major Issue Remains<blockquote>AMD：成绩很好，但一个主要问题仍然存在</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-28 11:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Company beats estimates and provides solid guidance.</li>  <li>Impressive growth set to continue for some time.</li>  <li>If you believe deal will go through, buy Xilinx instead.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23e6fc434a2340a2c469f70b4321de65\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Vertigo3d/E+ via Getty Images</span></p><p><blockquote><ul><li>公司超出预期并提供可靠的指导。</li><li>令人印象深刻的增长将持续一段时间。</li><li>如果您相信交易会成功，请购买赛灵思。</li></ul><p class=\"t-img-caption\"><span>Vertigo3d/E+来自Getty Images</span></p></blockquote></p><p> After the bell on Tuesday, we received&nbsp;third quarter results&nbsp;from chip company Advanced Micro Devices(NASDAQ:AMD). As we've seen in a number of recent quarters, management continues to deliver impressive growth and is clearly increasing its market share. The stock hit a new high going into the report on Tuesday as investors continue to love this name, but there's one major issue that makes this particular name potentially not worth an investment at this time.</p><p><blockquote>周二盘后，我们收到了芯片公司Advanced Micro Devices（纳斯达克：AMD）的第三季度业绩。正如我们在最近几个季度看到的那样，管理层继续实现令人印象深刻的增长，并且明显增加了其市场份额。由于投资者仍然喜欢这个名字，该股在周二的报告中创下新高，但有一个主要问题使得这个特定的名字目前可能不值得投资。</blockquote></p><p> For Q3, revenues came in at $4.313 billion, which was up 54% over the prior year period. This was the sixth straight beat on the top line, and the fifth straight one of at least $200 million. This revenue number is even more impressive when you consider that at the end of October 2020, the Street wasn't even looking for $3.2 billion in Q3 2021 revenues. Here are the key segment results:</p><p><blockquote>第三季度收入为43.13亿美元，比去年同期增长54%。这是连续第六次超过收入，也是连续第五次超过2亿美元。当你考虑到2020年10月底，华尔街甚至没有预计2021年第三季度的收入达到32亿美元时，这个收入数字就更令人印象深刻了。以下是主要细分结果：</blockquote></p><p> <ul>  <li>Enterprise, Embedded and Semi-Custom segment revenue was $1.9 billion, up 69 percent year-over-year and 20 percent quarter-over-quarter.</li>  <li>Computing and Graphics segment revenue was $2.4 billion, up 44 percent year-over-year and 7 percent quarter-over-quarter.</li> </ul> On a non-GAAP basis, the company expanded its gross margins by 440 basis points over the prior year period. With operating expense growth not rising as fast as revenues, AMD was able to more than double its operating profit over Q3 2020 levels. On the bottom line, adjusted EPS of $0.73 beat Street estimates by $0.07, and rose nearly 80% from the year ago figure of $0.41.</p><p><blockquote><ul><li>企业、嵌入式和半定制部门收入为19亿美元，同比增长69%，环比增长20%。</li><li>计算和图形部门收入为24亿美元，同比增长44%，环比增长7%。</li></ul>在非GAAP基础上，该公司的毛利率比去年同期增长了440个基点。由于运营费用增长不如收入增长快，AMD的运营利润比2020年第三季度的水平增加了一倍以上。从利润来看，调整后每股收益为0.73美元，比华尔街预期高出0.07美元，比去年同期的0.41美元增长近80%。</blockquote></p><p> The company produced $764 million of free cash flow in the period. That was up about half a billion dollars from last year's period, although it was down from the $888 million that was generated in Q2 of this year. Management used most of that cash to repurchase more than 7 million shares of stock for $750 million, which looks pretty good with shares now a bit over $120.</p><p><blockquote>该公司在此期间产生了7.64亿美元的自由现金流。这比去年同期增加了约5亿美元，尽管低于今年第二季度的8.88亿美元。管理层用大部分现金以7.5亿美元回购了超过700万股股票，目前股价略高于120美元，这看起来相当不错。</blockquote></p><p> For the fourth quarter of 2021, AMD expects revenue to be approximately $4.5 billion, plus or minus $100 million. This roughly 39% year over year increase was well above the $4.25 billion or nearly 31% growth the Street was looking for. As a result, the full year growth forecast was boosted to 65% from 60%, with management also calling for nice sequential non-GAAP gross margin growth in Q4. AMD should easily be able to top $16 billion in revenue this year, tremendous improvement from the less than $4 billion figure posted in 2015.</p><p><blockquote>对于2021年第四季度，AMD预计收入约为45亿美元，上下浮动1亿美元。同比增长约39%，远高于华尔街预期的42.5亿美元或近31%的增长。因此，全年增长预测从60%上调至65%，管理层还呼吁第四季度非GAAP毛利率实现良好的环比增长。AMD今年的收入应该很容易突破160亿美元，比2015年不到40亿美元的数字有了巨大的改善。</blockquote></p><p> There is no doubt that AMD is firing on all cylinders right now. Revenue growth continues to beat expectations, and guidance is being raised quarter after quarter. The only problem right now is with the stock itself, and this is because of the pending Xilinx(NASDAQ:XLNX)&nbsp;acquisition. As I have continued to detail, Xilinx shares are&nbsp;trading at a massive discount&nbsp;to the implied deal price. As the chart below shows, the implied discount rose to nearly $40 as of Tuesday's close, the highest level in a couple of months.</p><p><blockquote>毫无疑问，AMD现在正在全力以赴。收入增长持续超出预期，指引逐季上调。现在唯一的问题是股票本身，这是因为即将进行的赛灵思（纳斯达克股票代码：XLNX）收购。正如我继续详细介绍的那样，赛灵思股票的交易价格比隐含交易价格大幅折扣。如下图所示，截至周二收盘，隐含折扣升至近40美元，为几个月来的最高水平。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cca97b3cf3e9bad577c89b894f33450\" tg-width=\"640\" tg-height=\"367\" width=\"100%\" height=\"auto\"><span>Data sourced from Yahoo! Finance; last data point on chart is 10/26/21</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源于雅虎！金融；图表上的最后一个数据点是10/26/21</span></p></blockquote></p><p> If you are a long term AMD believer, and you believe the deal will go through, there is just no reason to buy shares of this company right now. Instead of paying roughly $122 currently, you could pay roughly $175 for Xilinx, and that would get you 1.7234 shares of AMD when the deal goes through. AMD management&nbsp;still seems fairly confident&nbsp;that it's only a matter of time before things are finalized. We haven't received any major news lately, so it's just a matter of regulators making sure everything here is fine.</p><p><blockquote>如果您是AMD的长期信徒，并且您相信交易会成功，那么现在就没有理由购买该公司的股票。您可以为Xilinx支付大约175美元，而不是目前支付大约122美元，交易完成后您将获得1.7234股AMD股票。AMD管理层似乎仍然相当有信心，事情最终确定只是时间问题。我们最近没有收到任何重大消息，所以这只是监管机构确保这里一切正常的问题。</blockquote></p><p> In the end, AMD delivered another strong quarter, handily beating top and bottom line estimates and giving upside guidance. The stock declined a little in the after-hours session though, as shares had rallied to a new high during Tuesday trading. As great as AMD is right now, I just can't recommend the name if you believe the Xilinx deal will go through, because you are paying a massive premium for shares based on the implied deal price.</p><p><blockquote>最终，AMD又实现了一个强劲的季度，轻松超出了营收和利润预期，并给出了上行指引。不过，该股在盘后交易中小幅下跌，因为该股在周二交易中反弹至新高。尽管AMD现在很棒，但如果您相信Xilinx的交易会通过，我就不能推荐这个名字，因为您正在根据隐含的交易价格为股票支付巨额溢价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4462473-amd-stock-3q21-results-one-major-issue-remains\">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":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4462473-amd-stock-3q21-results-one-major-issue-remains","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126125470","content_text":"Summary\n\nCompany beats estimates and provides solid guidance.\nImpressive growth set to continue for some time.\nIf you believe deal will go through, buy Xilinx instead.\n\nVertigo3d/E+ via Getty Images\nAfter the bell on Tuesday, we received third quarter results from chip company Advanced Micro Devices(NASDAQ:AMD). As we've seen in a number of recent quarters, management continues to deliver impressive growth and is clearly increasing its market share. The stock hit a new high going into the report on Tuesday as investors continue to love this name, but there's one major issue that makes this particular name potentially not worth an investment at this time.\nFor Q3, revenues came in at $4.313 billion, which was up 54% over the prior year period. This was the sixth straight beat on the top line, and the fifth straight one of at least $200 million. This revenue number is even more impressive when you consider that at the end of October 2020, the Street wasn't even looking for $3.2 billion in Q3 2021 revenues. Here are the key segment results:\n\nEnterprise, Embedded and Semi-Custom segment revenue was $1.9 billion, up 69 percent year-over-year and 20 percent quarter-over-quarter.\nComputing and Graphics segment revenue was $2.4 billion, up 44 percent year-over-year and 7 percent quarter-over-quarter.\n\nOn a non-GAAP basis, the company expanded its gross margins by 440 basis points over the prior year period. With operating expense growth not rising as fast as revenues, AMD was able to more than double its operating profit over Q3 2020 levels. On the bottom line, adjusted EPS of $0.73 beat Street estimates by $0.07, and rose nearly 80% from the year ago figure of $0.41.\nThe company produced $764 million of free cash flow in the period. That was up about half a billion dollars from last year's period, although it was down from the $888 million that was generated in Q2 of this year. Management used most of that cash to repurchase more than 7 million shares of stock for $750 million, which looks pretty good with shares now a bit over $120.\nFor the fourth quarter of 2021, AMD expects revenue to be approximately $4.5 billion, plus or minus $100 million. This roughly 39% year over year increase was well above the $4.25 billion or nearly 31% growth the Street was looking for. As a result, the full year growth forecast was boosted to 65% from 60%, with management also calling for nice sequential non-GAAP gross margin growth in Q4. AMD should easily be able to top $16 billion in revenue this year, tremendous improvement from the less than $4 billion figure posted in 2015.\nThere is no doubt that AMD is firing on all cylinders right now. Revenue growth continues to beat expectations, and guidance is being raised quarter after quarter. The only problem right now is with the stock itself, and this is because of the pending Xilinx(NASDAQ:XLNX) acquisition. As I have continued to detail, Xilinx shares are trading at a massive discount to the implied deal price. As the chart below shows, the implied discount rose to nearly $40 as of Tuesday's close, the highest level in a couple of months.\nData sourced from Yahoo! Finance; last data point on chart is 10/26/21\nIf you are a long term AMD believer, and you believe the deal will go through, there is just no reason to buy shares of this company right now. Instead of paying roughly $122 currently, you could pay roughly $175 for Xilinx, and that would get you 1.7234 shares of AMD when the deal goes through. AMD management still seems fairly confident that it's only a matter of time before things are finalized. We haven't received any major news lately, so it's just a matter of regulators making sure everything here is fine.\nIn the end, AMD delivered another strong quarter, handily beating top and bottom line estimates and giving upside guidance. The stock declined a little in the after-hours session though, as shares had rallied to a new high during Tuesday trading. As great as AMD is right now, I just can't recommend the name if you believe the Xilinx deal will go through, because you are paying a massive premium for shares based on the implied deal price.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855448350,"gmtCreate":1635394876112,"gmtModify":1635394876193,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Great dip buy on FB.&nbsp;","listText":"Great dip buy on FB.&nbsp;","text":"Great dip buy on FB.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855448350","repostId":"2178840791","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855441655,"gmtCreate":1635394832506,"gmtModify":1635394832506,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"MSFT is beast and been growing YoY. Am bullish on their Azure.&nbsp;","listText":"MSFT is beast and been growing YoY. Am bullish on their Azure.&nbsp;","text":"MSFT is beast and been growing YoY. Am bullish on their Azure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855441655","repostId":"2178237269","repostType":4,"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855091994,"gmtCreate":1635310272777,"gmtModify":1635310272777,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Good time to DCA into FB!","listText":"Good time to DCA into FB!","text":"Good time to DCA into FB!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855091994","repostId":"1166909918","repostType":4,"isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855006548,"gmtCreate":1635309363018,"gmtModify":1635309363018,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Take profit!","listText":"Take profit!","text":"Take profit!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855006548","repostId":"1109903608","repostType":4,"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":854541255,"gmtCreate":1635470322096,"gmtModify":1635470322188,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower&nbsp;before buying.&nbsp;","listText":"Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower&nbsp;before buying.&nbsp;","text":"Yes. AAPL is a keeper for the long run. Will wait for it to come back to earth at $125 or lower before buying.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/854541255","repostId":"2179291720","repostType":4,"repost":{"id":"2179291720","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635460215,"share":"https://www.laohu8.com/m/news/2179291720?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:30","market":"us","language":"en","title":"Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179291720","media":"Benzinga","summary":"Apple, Inc. (NASDAQ: AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.","content":"<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending&nbsp;shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush分析师Daniel Ives维持跑赢大盘评级和185美元的目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion&nbsp;missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't&nbsp;immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>Ives表示，随着“供应链乌云”影响到每个行业，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是iPhone）产生了约60亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>所有其他产品类别，包括关键服务部门，都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链导致了本季度iPhone 13派对的崩溃，并将成为12月份季度的悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会影响他对苹果2022年市值将达到3万亿美元的长期看涨观点。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>该分析师表示，全球总体需求强劲。他补充说，如果消费者需求保持这种速度，苹果在假期期间将面临iPhone 13的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>鉴于Wedbush对苹果2022年需求前景的乐观看法，他将任何抛售视为黄金买入机会。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，报147.19美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</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\">\nAnalyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-29 06:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending&nbsp;shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush分析师Daniel Ives维持跑赢大盘评级和185美元的目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion&nbsp;missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't&nbsp;immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>Ives表示，随着“供应链乌云”影响到每个行业，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是iPhone）产生了约60亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>所有其他产品类别，包括关键服务部门，都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链导致了本季度iPhone 13派对的崩溃，并将成为12月份季度的悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会影响他对苹果2022年市值将达到3万亿美元的长期看涨观点。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>该分析师表示，全球总体需求强劲。他补充说，如果消费者需求保持这种速度，苹果在假期期间将面临iPhone 13的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>鉴于Wedbush对苹果2022年需求前景的乐观看法，他将任何抛售视为黄金买入机会。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，报147.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179291720","content_text":"Apple, Inc. (NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.\nThe Apple Analyst:  Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.\nThe Apple Thesis:  Apple's fourth-quarter revenues of $83.4 billion missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.\nWith the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.\nEvery other product category, including the key Services segment, came in ahead of Wedbush's expectations.\n\"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.\nThe analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.\nOverall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.\nWedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.\nAAPL Price Action:  In after-hours trading, Apple shares fell 3.53% to $147.19.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"content":"Yes. From the AH price of 147 to 125 is only about 14%++ drop. AAPL always do that. See Feb 2021. Plus AMZN also tanks and the market sell off + tapering.","text":"Yes. From the AH price of 147 to 125 is only about 14%++ drop. AAPL always do that. See Feb 2021. Plus AMZN also tanks and the market sell off + tapering.","html":"Yes. From the AH price of 147 to 125 is only about 14%++ drop. AAPL always do that. See Feb 2021. Plus AMZN also tanks and the market sell off + tapering."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840950300,"gmtCreate":1635577912956,"gmtModify":1635577913018,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha&nbsp;","listText":"Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha&nbsp;","text":"Yes- crimes does pay. Why? Looked those in the senate and congress trading. They arethe ones setting policies and trading at the same time. One good example in the past month was, oil are exploding upwards and guess what these people have been actively buyin energy counters way before hand. Look atNancy ah-ma, bought tons of NVDA way before hand the split. Concidance? Hahahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840950300","repostId":"1112945208","repostType":4,"repost":{"id":"1112945208","kind":"news","pubTimestamp":1635577312,"share":"https://www.laohu8.com/m/news/1112945208?lang=zh_CN&edition=full","pubTime":"2021-10-30 15:01","market":"hk","language":"en","title":"Wall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112945208","media":"Benzinga","summary":"Does crime pay?\nWall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicl","content":"<p><div> Does crime pay? Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the ...</p><p><blockquote><div>犯罪有报酬吗？《华尔街罪与罚》是Benzinga的菲尔·霍尔(Phil Hall)的每周系列节目，记录了银行家、经纪人和金融家，他们的野心和贪婪使他们陷入了困境...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">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>Wall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</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\">\nWall Street Crime and Punishment: Christian Meissenn And His Penny Stock Pump-And-Dump Games<blockquote>华尔街罪与罚：克里斯蒂安·迈森和他的细价股拉高抛售游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 15:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Does crime pay? Wall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the ...</p><p><blockquote><div>犯罪有报酬吗？《华尔街罪与罚》是Benzinga的菲尔·霍尔(Phil Hall)的每周系列节目，记录了银行家、经纪人和金融家，他们的野心和贪婪使他们陷入了困境...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games\">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":"https://static.tigerbbs.com/76a5f973ee63cb45a72044f57e3a023d","relate_stocks":{},"source_url":"https://www.benzinga.com/news/21/10/23699981/wall-street-crime-and-punishment-christian-meissenn-and-his-penny-stock-pump-and-dump-games","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112945208","content_text":"Does crime pay?\nWall Street Crime and Punishment is a weekly series by Benzinga's Phil Hall chronicling the bankers, brokers and financial ne’er-do-wells whose ambition and greed take them in the wrong direction.\n“Be careful who you let into your life,” declared a meme onChristian Meissenn’sInstagram page. “People will come and drain the s**t out of you…then leave and blame everything on you.”\nWas Meissenn’s meme a cry of anguished warning against a world full of evil, or a self-tribute? After all, his claim to notoriety was ruining the lives of thousands of people who saw their money disappear into his warped fantasy world of promised penny stock glories.\nThe irony of that meme posting was that it happened at all. Meissen was able to play around on social media by making himself a victim of a greater injustice than the brutal scams he enacted on others.\nThe Strategy: On Nov. 8, 2016, Meissenn pleaded guilty to one count of conspiracy to commit mail and wire fraud and one count of tax evasion in connection to his grand scheme. A plea of not guilty would have been ridiculous — not with the wealth of evidence stacked against him.\nStarting in 2009, Meissenn and six accomplices (including two unscrupulous lawyers) orchestrated a seven-year pump-and-dump attack against vulnerable investors to buy shares in penny stock companies, which were mostly shell companies that fell under their control.\nThis gang unleashed an endless series of telephone calls and emails that bombarded the investors with grand promises of extraordinary returns on investments, while dishonest press releases went across the Internet with wild misrepresentations of the companies’ activities. The attorneys signed phony opinion letters offering false assurances to securities transfer agents and prospective investors that they reviewed corporate records and filings for the issuing companies and were satisfied with the adequacy of the companies’ public disclosures.\nMeissenn and his gang gleefully reeled-in victims who naively sank money into the worthless stocks, bringing their prices to heights where they never belonged. When the prices reached inflated zeniths, the miscreants quickly cashed out and laughed over their gains while their investors were left with worthless stocks and no hope of recovering their losses. By the time the feds moved in during the summer of 2016, more than 12,000 investors collectively lost nearly $19 million.\nBetween 2011 and 2015, Meissenn accumulated roughly approximately $4.4 million from the scheme, but rather than deposit the money into his bank account he diverted most of his ill-gotten gains into an attorney’s trust account. The attorney was then directed to either wire funds or send checks to Meissenn — and none of this money was declared on his income taxes. When the Internal Revenue Service finally figured out what he pulled, Meissenn had tiptoed away from paying $1.5 million in federal income taxes.\nA declaration of innocence in the face of this evidence was untenable, Meissenn realized, but cooperating with guilty pleas was not a happier solution. He faced up to 20 years behind bars for accepting guilt on the conspiracy to commit mail and wire fraud charge and a maximum of five years for the tax evasion count.\nBut Meissenn had a curious talent for hitting a cosmic reset button that changed his situation when change was needed.\nThe American Adventure: Christian Meissenn only existed in America — in his native Bulgaria, he was Christian Levon Nigohossian. In 1987, the 15-year-old Nigohossian and his mother fled their impoverished country and a miserable domestic life under his abusive father for a better opportunity across the Atlantic.\nHe would later claim that his mother worked very long hours to support them, which distorted their relationship — he recalled their relationship was “more a friendship than a parental one.”\nHe may or may not have fallen into juvenile delinquency. An unpublished autobiographical novel called “Raised by Wolves” offers a colorful, Martin Scorsese-style coming-of-age tale with street gangs and petty crime, but given his shaky acquaintance with the truth it is hard to discern where boisterous tales replaces less-than-entertaining facts. Still, another meme on his Instagram page asked male viewers to “Be the Man You Needed as a Boy,” a hint that his youthful years went awry without paternal guidance.\nNigohossian found his way into the broker-dealer world in the mid-1990s and began to claim executive positions in sketchy companies. He was cited as treasurer and secretary of The Minneapolis Company and president of Speed of Thought Trading Corp. and GIT Securities. Most of these companies were expelled from their industry by FINRA, which also barred Nigohossian from working as a broker.\nSomewhere along the way, Nigohossian jettisoned his surname for Meissenn. He would call himself Christian Mason and Christopher Mason in his penny stock scheme and he erased all traces of his Eastern European roots from his voice, speaking English with a non-regional American accent. He also found his way to Connecticut, where he registered a skein of intriguing business names with the state, including Bubble’s Lounge and Pip Stop Trading without actually setting up a business.\nIn September 2013, the Connecticut Department of Banking issued a cease-and-desist order after determining Meissenn and his business cronies sold unregistered securities for six companies in violation of state law. He was also accused of violating state law by “inducing investors who previously bought securities issued by one or more of the referenced entities to swap their shares at a premium for different securities, promising profitability but not disclosing critical information on the entity, the involvement of Meissenn in the entity’s operations and the impact of dilution.”\nDespite these setbacks, Meissen carried on and in 2017 he claimed to hold the rights to the Atari Games trademark and was “rebuilding the brand in a brand new entity.” This claim came as a surprise to Atari Interactive, which filed a complaint with the U.S. Patent and Trademark Office. Incredibly, this occurred while Meissenn was awaiting sentencing for his penny stock swindles.\nThe Ultimate Death Sentence: Meissenn was free on bail after pleading guilty to his penny stock chicanery, but his original sentencing date of Jan. 31, 2017, wound up being postponed until Nov. 30, 2018, due to the aggressive work of his attorney, Cody N. Guarnieri, in turning Meissenn from a predator into a victim.\nGuarnieri disclosed during the sentencing that Meissenn was a patient at Yale New Haven Hospital for two rare diseases: Erdheim-Chester disease, a slow-metastasizing blood cancer, and retroperitoneal fibrosis, an inflammatory disorder that creates abnormal fiber-like tissue in the abdomen. Guarnieri informed the court that Meissenn’s condition was terminal and the chemotherapy treatment he was receiving would only slow the diseases but not cure him.\nEven worse, Guarnieri argued, was whether Meissenn could receive proper medical care while in prison — without the proper care, the attorney insisted, Meissenn would be assured that his prison term would be a death sentence.\nAmazingly, Guarnieri was able to recruit prosecutors to his side, with Assistant U.S. Attorney Avi M. Perry informing the court that Meissenn only had between 1½ and 5 years to live.\nMeissenn’s wife Kerry was brought forth to close the sale, recounting the tragedy in watching her husband’s rapidly deteriorating health, including decreased mobility, fraying memory, and shaking and vomiting from the chemotherapy treatments.\n“He is definitely not the man I married,” she said, begging the court to allow her husband to serve his sentence under house arrest without prison time.\nU.S. District Court Judge Jeffrey A. Meyer listened to the presentations in his New Haven court and spoke calmly about the case before him. He did not absolve Meissenn, branding him as a “brazen criminal” who became wealthy by “ripping people off.” Meyer also pointed to the health issues that burdened the “staggering number of victims” of Meissenn’s pump and dump scam.\nAnd then, Meyer embraced the argument for leniency.\n“The victims come to court and say they want justice done and don’t even care about the how,” Meyer said. “I look at your case, and I have to wonder whether some providential force — I’m sure this has crossed your mind many times — has essentially decided to send you something much worse than this court could ever do.\n“I believe you should serve some prison time,” Meyer added, “but I don’t believe it should be so much you don’t see your children again.”\nMeyer sentenced Meissenn to three months in prison followed by three years of supervised release under house arrest in the comfort of his Suffield, Connecticut, residence. He also ordered Meissenn to pay restitution of $5.3 million to the victims and $1.5 million to the IRS for unpaid taxes, although he acknowledged it was unlikely Meissenn would ever be able to fulfill that requirement.\nMeissenn entered prison in January 2019 and was out in April 2019. In comparison, two of Meissenn’s collaborators each received prison terms of six years months while two others received seven-year sentences. The two attorneys involved in the scam each received three-year sentences.\nDenouement: While Meissenn apologized for his actions during his sentencing, his life outside of his brief stretch behind bars was remarkably free from remorse.\nMeissenn said he authored the autobiographical “Raised By Wolves” and offered graphic novel illustrative glimpses of his story on Instagram of its content. He also claimed a film version was in the works starring Danny Aiello, but there is no evidence that the Oscar-nominated actor was ever attached to this project. Aiello died in December 2019 and Meissenn ceased trumpeting a film production after he passed away.\nMeissenn started a website called Humor the Tumor to find a light spot in chemotherapy treatment but abandoned it after a few dismal attempts at levity. He filled his Instagram page with scatological angry memes and photographs of himself with his hair growing to flowing lengths — in one video post, he blamed chemotherapy for hair loss and then credited it for allowing his tresses to return with a vengeance.\nOne Instagram image from September 2020 showed Meissenn’s hand on the steering wheel of his Lincoln Town Car. Meissenn was driving that vehicle on Aug. 16, 2021, when he was killed in a multiple-vehicle crash on I-95 in lower Connecticut. He was 49 years old at the time of his death and roughly 80 miles away from where he was supposed to have been under house arrest.\nIn the month before his court sentencing, Meissenn posted a photograph of himself on Instagram lying on a pillow featuring the message “People are f**king scumbags” while holding up a book titled “How to Be Your Own Best Friend.” Perhaps this photo encapsulated everything that was wrong with Meissenn — the pillow’s contemptuous message was mirrored in the venality of his stock swindles, and the book he displayed offered cruel evidence that he stupidly self-identified as his own best friend when, in reality, he was really his own worst enemy.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840922137,"gmtCreate":1635577455163,"gmtModify":1635577455267,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon &gt; 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.&nbsp;","listText":"She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon &gt; 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.&nbsp;","text":"She is a outstanding and active fund manager whom I looked upon - buy low, sell higherNormal retailer investors like myself cannot follow her buy/sell blindly as she have an investment horizon > 5 years. At that times, I do not agree with her investment strategy so have to filter to tailor to my needs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840922137","repostId":"1164427432","repostType":4,"repost":{"id":"1164427432","kind":"news","pubTimestamp":1635575541,"share":"https://www.laohu8.com/m/news/1164427432?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:32","market":"sh","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164427432","media":"Motley Fool","summary":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwi","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li>  <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li>  <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest周四增持了Twilio、Teladoc Health和Robinhood的头寸。</li><li>自本周早些时候公布财务业绩以来，Twilio和Robinhood一直在下跌。</li><li>Teladoc在发布季度报告后反弹，但今年仍落后于市场。</li></ul><b>Motley Fool发布罕见的“全押”买入警报</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德(Cathie Wood)已成为风险承受型成长型投资者最知名的基金经理。作为ARK Invest的首席执行官、首席投资官和创始人，伍德对挖掘颠覆性股票的爱好使她成为投资者关注的名字。她的交易所交易基金是去年涨幅最大的基金之一，在经历了2021年的艰难开局之后，ARK Invest开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b>&nbsp;(NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说，并非每一个选择都是赢家，但ARK Invest并不害怕购买伍德在遭受打击时相信的股票。周四，她增持了<b>Twilio</b>（纽约证券交易所代码：TWLO），<b>Teladoc健康</b>（纽约证券交易所代码：TDOC），以及<b>罗宾汉市场</b>（纳斯达克：胡德）。Twilio和Robinhood在本周公布季度业绩后遭受重创。Teladoc在报告发布后走高，但交易价格远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>周四，Twilio公布令人失望的财务业绩后，该公司股价暴跌18%，伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度的业绩超出预期，收入增长65%强于预期，亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是，存在一些压力点，在报告发布后，至少有五位分析师将继续大幅削减该股的目标价。Twilio的指导评级的亏损比分析师预测的要大得多，一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以15美元的价格上市以来，Twilio一直是增长之星。该公司的收入同比增长至少40%，而且这一速度还在加速。Twilio的营收去年增长了55%，今年上半年增长了64%，在最新报告中增长了65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而，其最近的增长很大一部分来自收购，第三季度38%的有机收入增长可能会出现问题。这里的一线希望是，该股自峰值以来跌幅如此之大，即使大幅下调的目标价也高于Twilio目前的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们无法去看医生、治疗师、营养师或其他医学专家时，Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc周三下午的财务更新好坏参半。它的损益表两端都超出了预期，但与Twilio一样，其指引也评级了超出分析师预测的亏损。至少有10名分析师将继续下调该股的目标价，但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc的业务仍在增长，该公司预计今年的访问量将超过1450万次。尽管远程医疗市场竞争日益激烈，但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色，但由于该股自2月份触及历史高点以来已下跌一半以上，因此这一消息令人松了一口气。Teladoc仍然是ARK Invest所有ETF中的第二大持股，周四，Wood购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets现在是一次失败的IPO，在发布了一份残酷的季度报告后，其首次公开募股价格跌破了38美元。你可以选择哪些数字让在线交易平台出错。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从35%的收入增长开始，这远低于华尔街预期的60%的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不好。损失只会越来越大，每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets在今年夏天的第五个交易日的交易价格高达85美元，现在它是一个破发的IPO。伍德正在逢低买入，但Robinhood Markets将不得不引入新功能，才能在交易者转向其他地方的环境中脱颖而出。</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3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\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought<blockquote>凯西·伍德(Cathie Wood)逢低买入：她刚刚买入的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-10-30 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>ARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.</li>  <li>Twilio and Robinhood have been falling since reporting financial results earlier this week.</li>  <li>Teladoc bounced after its quarterly report but is still a market laggard this year.</li> </ul> <b>Motley Fool Issues Rare “All In” Buy Alert</b></p><p><blockquote><ul><li>ARK Invest周四增持了Twilio、Teladoc Health和Robinhood的头寸。</li><li>自本周早些时候公布财务业绩以来，Twilio和Robinhood一直在下跌。</li><li>Teladoc在发布季度报告后反弹，但今年仍落后于市场。</li></ul><b>Motley Fool发布罕见的“全押”买入警报</b></blockquote></p><p> Cathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.</p><p><blockquote>凯西·伍德(Cathie Wood)已成为风险承受型成长型投资者最知名的基金经理。作为ARK Invest的首席执行官、首席投资官和创始人，伍德对挖掘颠覆性股票的爱好使她成为投资者关注的名字。她的交易所交易基金是去年涨幅最大的基金之一，在经历了2021年的艰难开局之后，ARK Invest开始找到自己的最佳状态。</blockquote></p><p> Every pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes in<b>Twilio</b>&nbsp;(NYSE:TWLO),<b>Teladoc Health</b>(NYSE:TDOC), and<b>Robinhood Markets</b>(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.</p><p><blockquote>对于伍德来说，并非每一个选择都是赢家，但ARK Invest并不害怕购买伍德在遭受打击时相信的股票。周四，她增持了<b>Twilio</b>（纽约证券交易所代码：TWLO），<b>Teladoc健康</b>（纽约证券交易所代码：TDOC），以及<b>罗宾汉市场</b>（纳斯达克：胡德）。Twilio和Robinhood在本周公布季度业绩后遭受重创。Teladoc在报告发布后走高，但交易价格远低于历史高点。让我们仔细看看。</blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> Shares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.</p><p><blockquote>周四，Twilio公布令人失望的财务业绩后，该公司股价暴跌18%，伍德在盘中疲软期间买入。这家应用内通信解决方案提供商第三季度的业绩超出预期，收入增长65%强于预期，亏损小于预期。</blockquote></p><p> Unfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.</p><p><blockquote>不幸的是，存在一些压力点，在报告发布后，至少有五位分析师将继续大幅削减该股的目标价。Twilio的指导评级的亏损比分析师预测的要大得多，一些华尔街专业人士对该公司的毛利率状况表示担忧。</blockquote></p><p> There's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.</p><p><blockquote>还有收入质量的问题。自五年前以15美元的价格上市以来，Twilio一直是增长之星。该公司的收入同比增长至少40%，而且这一速度还在加速。Twilio的营收去年增长了55%，今年上半年增长了64%，在最新报告中增长了65%。</blockquote></p><p> However, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.</p><p><blockquote>然而，其最近的增长很大一部分来自收购，第三季度38%的有机收入增长可能会出现问题。这里的一线希望是，该股自峰值以来跌幅如此之大，即使大幅下调的目标价也高于Twilio目前的交易价格。</blockquote></p><p> Telehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.</p><p><blockquote>远程医疗在疫情期间风靡一时。当我们无法去看医生、治疗师、营养师或其他医学专家时，Teladoc提供了易于访问且价格合理的视频会议平台。</blockquote></p><p> Teladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.</p><p><blockquote>Teladoc周三下午的财务更新好坏参半。它的损益表两端都超出了预期，但与Twilio一样，其指引也评级了超出分析师预测的亏损。至少有10名分析师将继续下调该股的目标价，但该股周四仍走高。</blockquote></p><p> Business is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.</p><p><blockquote>Teladoc的业务仍在增长，该公司预计今年的访问量将超过1450万次。尽管远程医疗市场竞争日益激烈，但它仍然脱颖而出。</blockquote></p><p> The quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.</p><p><blockquote>季度报告并不出色，但由于该股自2月份触及历史高点以来已下跌一半以上，因此这一消息令人松了一口气。Teladoc仍然是ARK Invest所有ETF中的第二大持股，周四，Wood购买了其中四只基金的更多股票。</blockquote></p><p> Robinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.</p><p><blockquote>Robinhood Markets现在是一次失败的IPO，在发布了一份残酷的季度报告后，其首次公开募股价格跌破了38美元。你可以选择哪些数字让在线交易平台出错。</blockquote></p><p> We can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.</p><p><blockquote>我们可以从35%的收入增长开始，这远低于华尔街预期的60%的增长。指导也有问题。月活跃用户也连续下降。</blockquote></p><p> The trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.</p><p><blockquote>这里的趋势并不好。损失只会越来越大，每个用户的平均收入也在下滑。</blockquote></p><p> Robinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.</p><p><blockquote>Robinhood Markets在今年夏天的第五个交易日的交易价格高达85美元，现在它是一个破发的IPO。伍德正在逢低买入，但Robinhood Markets将不得不引入新功能，才能在交易者转向其他地方的环境中脱颖而出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">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":"https://static.tigerbbs.com/5caed408891c5ae9176e1a31289a0785","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/29/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164427432","content_text":"Key Points\n\nARK Invest added to its Twilio, Teladoc Health, and Robinhood positions on Thursday.\nTwilio and Robinhood have been falling since reporting financial results earlier this week.\nTeladoc bounced after its quarterly report but is still a market laggard this year.\n\nMotley Fool Issues Rare “All In” Buy Alert\nCathie Wood has become the best-known fund manager for risk-tolerant growth investors. Her penchant for unearthing disruptive stocks has made Wood -- as ARK Invest's CEO, chief investment officer, and founder -- a name for investors to watch. Herexchange-traded fundswere among last year's biggest gainers, and after a rough start in 2021, ARK Invest is starting to find its groove.\nEvery pick isn't a winner for Wood, but ARK Invest isn't afraid to buy stocks that Wood believes in when they take a hit. On Thursday, she added to her stakes inTwilio (NYSE:TWLO),Teladoc Health(NYSE:TDOC), andRobinhood Markets(NASDAQ:HOOD). Twilio and Robinhood were hit hard after reported quarterly results this week. Teladoc moved higher after reporting but is trading well below its all-time high. Let's take a closer look.\nIMAGE SOURCE: GETTY IMAGES.\nShares of Twilio plummeted 18% on Thursday after the company reporteddisappointing financial results, and Wood was buying during the intraday weakness. The provider of in-app communication solutions beat expectations for the third quarter, posting stronger-than-expected revenue growth of 65% and a smaller-than-projected loss.\nUnfortunately there were some pressure points, and at least five analysts would go on to slash their price targets on the stock following the report. Twilio's guidance calls for a much larger loss than analysts were modeling, and some Wall Street pros are voicing concerns about the state of gross margins at the company.\nThere's also the matter of the quality of its revenue. Twilio's been a growth star since hitting the market at $15 five years ago. It has clocked in with year-over-year revenue growth of at least 40%, and that pace was accelerating. Twilio's top line rose 55% last year, 64% through the first half of this year, and now 65% in its latest report.\nHowever, a good chunk of its recent growth has come from acquisitions, and the 38% in organic revenue growth it just served up for the third quarter could be problematic. The silver lining here is that the stock has fallen so hard since its peak that even the sharply reduced price targets are higher than where Twilio is trading now.\nTelehealth was all the rage during the pandemic. When we couldn't go visit a doctor, therapist, dietician, or other medical specialist, Teladoc was there with its easily accessible and affordable videoconferencing platform.\nTeladoc'sfinancial updateon Wednesday afternoon was a mixed bag. It beat expectations on both ends of the income statement, but like Twilio, its guidance also calls for more red ink than analysts were forecasting. At least 10 analysts would go on to lower their price targets on the stock, but the shares still moved higher on Thursday.\nBusiness is still growing at Teladoc, and the company expects to facilitate more than 14.5 million visits this year. It's standing out despite the growingly competitive marketplace for telehealth.\nThe quarterly report wasn't great, but since the stock has already shed more than half of its value since hitting all-time highs in February, the news came as a relief. Teladoc continues to be ARK Invest's second-largest holding across all of its ETFs, and on Thursday, Wood purchased more shares in four of the funds.\nRobinhood Markets is now a broken IPO, buckling below its $38 debutante price tag after a brutal quarterly report. You can take your pick at which of the numbers tripped up the online-trading platform.\nWe can start with the 35% growth in revenue that was well shy of the 60% growth that Wall Street was expecting. Guidance was also problematic. There was also a sequential dip in monthly active users.\nThe trends aren't kind here. Losses are only getting larger, and average revenue per user is sliding.\nRobinhood Markets traded as high as $85 on its fifth day of trading this summer, and now it's a broken IPO. Wood is buying the dip, but Robinhood Markets is going to have to introduce new features to stand out in an environment where traders are heading elsewhere.","news_type":1,"symbols_score_info":{"JE":0.9,"ARKIU":0.9}},"isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000476","authorId":"9000000000000476","name":"MirandaTT","avatar":"https://static.tigerbbs.com/d951cad14029bbeea132c0f51f86ea95","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000476","authorIdStr":"9000000000000476"},"content":"who is she? a five-year investment period is correct, i always hold my portfolio for 5 years, and i have been making a lot of money","text":"who is she? a five-year investment period is correct, i always hold my portfolio for 5 years, and i have been making a lot of money","html":"who is she? a five-year investment period is correct, i always hold my portfolio for 5 years, and i have been making a lot of money"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840986004,"gmtCreate":1635575322068,"gmtModify":1635575323641,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Banking on the return of XRP","listText":"Banking on the return of XRP","text":"Banking on the return of XRP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840986004","repostId":"2179212858","repostType":4,"isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840928078,"gmtCreate":1635577258112,"gmtModify":1635577258217,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"My bets are on KO","listText":"My bets are on KO","text":"My bets are on KO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840928078","repostId":"1160516340","repostType":4,"repost":{"id":"1160516340","kind":"news","pubTimestamp":1635576015,"share":"https://www.laohu8.com/m/news/1160516340?lang=zh_CN&edition=full","pubTime":"2021-10-30 14:40","market":"sh","language":"en","title":"5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160516340","media":"Benzinga","summary":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the ","content":"<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">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 For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks For Halloween: Will They Be Tricks Or Treats?<blockquote>万圣节的5只股票：它们会是“不给糖就捣蛋”吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-30 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat. Here’s a ...</p><p><blockquote><div>万圣节将于周日庆祝，与2020年在新冠肺炎疫情举行的活动相比，可能会发生重大变化，许多人取消了派对和“不给糖就捣蛋”的计划。这是一个...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">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/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats\">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":{"CHCO":"City Holding Company","HSY":"好时","TR":"Tootsie Roll Industries Inc","AMCX":"AMC网络公司","JAKK":"杰克仕太平洋"},"source_url":"https://www.benzinga.com/news/small-cap/21/10/23762347/5-stocks-for-halloween-will-they-be-tricks-or-treats","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160516340","content_text":"Halloween will be celebrated on Sunday and could see significant changes from the 2020 event in the middle of a COVID-19 pandemic that saw many cancel parties and plans to trick or treat.\nHere’s a look at what the data is pointing to for 2021 Halloween spending and five stocks to keep on the radar that could turn in strong quarters that include the holiday.\nHalloween Sales Expectations:Consumers feel more comfortable resuming normal Halloween activities according to theNational Retail Federation.\n“This year, two-thirds (65%) of consumers plan to celebrate one of America’s favorite holidays, up from 58% in 2020,” NRF said.\nThe NRF sees consumers spending an average of $102.74 this year on Halloween, which would be the first time the figure has hit triple digits. Estimates last year were for spending of $92.12 by each consumer.\nResearch points to candy and costumes as big winners by the return of Halloween activities along with decorations. Spending on decorations is expected to hit $3.3 billion, an all-time high.\nIs Coca-Cola's Stock Overvalued OrUndervalued?\nHalloween 2021 will also see a higher number of people without kids celebrating than in 2020. Estimates call for 55% of homes without children to celebrate, compared to 49% in 2020. The figure falls in line with pre-pandemic levels of anticipated adult costume spending.\nTootsie Roll:Candy companyTootsie Roll Industries Inc\nTR-0.47%is a popular option for anyone handing out candy to trick or treaters. If you’ve ever gone trick or treating, chances are you got a ton of tootsie rolls, given their lower cost for anyone buying for a large number of visitors.\nThe companyreportedthird-quarter sales of $183.1 million, up 17% year-over-year. The company saw a dip in fourth-quarter revenue last year compared to the prior year. Look for Tootsie Roll to see a rebound in the fourth quarter.\nHershey:The Hershey Co\nHSY-2.28%has diversified its products to include several snack brands, but candy remains the big revenue driver. The company owns many of the popular brands that will be sought out by trick or treaters. Hershey’sthird-quarterrevenue of $2.4 billion was the highest it has seen in years on a quarterly basis.\n“Consumer demand for our brands has remained robust,” Hershey Company CEOMichele Bucksaid. The company raised full-year sales guidance and a strong Halloween could help meet or exceed the updated expectations.\nJakks Pacific:Toy companyJakks Pacific Inc\nJAKK-4.38%finds itself on the Halloween list thanks to its ownership of Disguise, the world’s leading costume design and manufacturing company. With more adults dressing up and a return of trick or treat activities, the company could be in for a strong quarter.\nThe company’sthird-quarterrevenue was $237 million, which included $64 million in revenue for the costumes segment. Costume sales were up 16.4% year-over-year and the fourth quarter could continue that trend. Jakks Pacific had revenue of $128.3 million in the fourth quarter last year, a decline from the prior year. Last year’s fourth quarter featured a 91% year-over-year increase in costumes segment revenue. The third and fourth quarters are the company’s two biggest quarters for revenue.\nParty City:Retailer$Party City Holdco(PRTY)$ Inc\nPRTY+2.97%could be a popular destination for Halloween costumes and decorations. The company ended thesecond quarterwith 749 locations and is also a provider of third-party products to other retailers.\nSecond-quarter revenue was up 110% year-over-year for the company.\n“We saw sequential acceleration of the business as the economy opened up and restrictions subsided, driving increased consumer ability to celebrate,” Party City CEOBrad Westonsaid. The company will report third-quarter earnings on Nov. 9, which could provide a better look at how the Halloween shopping looked.\nAMC Networks:Media companyAMC Networks\nAMCX-2.04%finds itself on the Halloween stock list thanks to its ownership of “The Walking Dead” franchise, horror film programming and as owner of horror focused streaming platform Shudder. AMC isairing“FearFest” from Oct. 1 through Oct. 31 on its namesake AMC and AMC+ channels, which could turn into a subscriber boosting event.\n“The Walking Dead” returned to the network with its final season beginning Oct. 10, which could be another October event to watch. Shudder, which is the largest horror focused streaming platform, is available for $4.75 a month on major streaming platforms. The platformhitone million subscribers in 2020. Pizza Hut, aYum Brands Inc\nYUM-0.75%company,partneredwith Shudder to offer a promotion for 30 days free.","news_type":1,"symbols_score_info":{"HSY":0.9,"TR":0.9,"AMCX":0.9,"JAKK":0.9,"CHCO":0.9}},"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840980873,"gmtCreate":1635574922067,"gmtModify":1635574922129,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Don’t forget META! It is MANGA now","listText":"Don’t forget META! It is MANGA now","text":"Don’t forget META! It is MANGA now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840980873","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854414569,"gmtCreate":1635473315781,"gmtModify":1635473315967,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Buy the dip at 3K","listText":"Buy the dip at 3K","text":"Buy the dip at 3K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854414569","repostId":"1197599551","repostType":4,"repost":{"id":"1197599551","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":1635461289,"share":"https://www.laohu8.com/m/news/1197599551?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:48","market":"us","language":"en","title":"Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197599551","media":"Tiger Newspress","summary":"Amazon shares dropped more than 4% in extended trading on Thursday after the company reported weaker","content":"<p>Amazon&nbsp;shares dropped more than 4% in extended trading on Thursday after the company&nbsp;reported&nbsp;weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.</p><p><blockquote>亚马逊股价周四在盘后交易中下跌超过4%，此前该公司公布了弱于预期的第三季度业绩，并为关键假期期间提供了令人失望的指引。</blockquote></p><p> <ul>  <li><b>Earnings:</b>$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv</li>  <li><b>Revenue:</b>$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv</li> </ul> <img src=\"https://static.tigerbbs.com/33b2c00e116cbf6cb68edeaf56f48177\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收益：</b>Refinitiv调查的分析师表示，每股6.12美元，预期为8.92美元</li><li><b>收入：</b>根据Refinitiv调查的分析师，预计为1,108.1亿美元，而预期为1,116亿美元</li></ul></blockquote></p><p> Amazon&nbsp;is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.</p><p><blockquote>随着消费者重返实体店以及该公司面临供应链挑战，亚马逊预计销售增长将放缓。第三季度营收增长15%，低于去年同期37%的增幅。</blockquote></p><p> For the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.</p><p><blockquote>亚马逊预测第四季度销售额在1300亿美元至1400亿美元之间，增长率在4%至12%之间。FactSet调查的分析师预计营收将同比增长13.2%至1,421亿美元。</blockquote></p><p> Amazon.com Inc&nbsp;on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.</p><p><blockquote>亚马逊公司周四报告称，由于工资上涨和吸引员工的支出减少了该公司从网上购物中获得的意外之财，预计这种情况将持续到整个假期季度。</blockquote></p><p> After a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.</p><p><blockquote>在经历了一年的重磅业绩之后，这家全球最大的在线零售商正面临着更加严峻的前景。在劳动力市场紧张的情况下，该公司已将美国仓库的平均工资提高至每小时18美元，并推出更高的签约奖金，以吸引维持其高流动率业务所需的蓝领员工。</blockquote></p><p> The company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.</p><p><blockquote>与此同时，该公司正在应对全球供应链中断的问题。它将集装箱处理能力提高了一倍，扩大了送货服务合作伙伴计划，并增加了仓库投资——所有这些都付出了巨大的成本。</blockquote></p><p> The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.</p><p><blockquote>该公司表示，预计本季度营业利润将在0至30亿美元之间，低于亚马逊去年公布的69亿美元。在刚刚结束的第三季度，净利润下降了约50%，至31.6亿美元，这是自美国冠状病毒大流行开始以来的首次。</blockquote></p><p> Andy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.</p><p><blockquote>7月份接任亚马逊首席执行官的安迪·贾西(Andy Jassy)在一份声明中表示，该公司将在消费者业务上产生数十亿美元的额外支出，以应对运输成本上涨、工资上涨和劳动力短缺。</blockquote></p><p> Amazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"</p><p><blockquote>他表示，亚马逊正在“尽一切努力将这个假期对客户和销售合作伙伴的影响降至最低”。“短期内这对我们来说会很昂贵，但对于我们的客户和合作伙伴来说，这是正确的优先事项。”</blockquote></p><p> The retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.</p><p><blockquote>该零售商努力防止2013年的情况重演，当时延误导致一些人在圣诞节没有收到礼物。</blockquote></p><p> Retailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.</p><p><blockquote>零售商面临着从玩具、耐克运动鞋到笔记本电脑等各种商品的供应限制，这使得他们很难在货架上备货。</blockquote></p><p> Supply chain woes are also costing Apple Inc&nbsp;- $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.</p><p><blockquote>供应链困境也导致苹果公司损失——根据周四发布的业绩，该公司第四财季销售额损失60亿美元。苹果首席执行官Tim Cook表示，在假日销售季度，影响会更严重。</blockquote></p><p> Some analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.</p><p><blockquote>Hargreaves Lansdown的尼古拉斯·海耶特(Nicholas Hyett)等一些分析师给了亚马逊一个通行证，他们认识到该公司为客户提供服务的高支出记录从长远来看已经得到了回报。</blockquote></p><p> \"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"</p><p><blockquote>“亚马逊从未过度关注利润，”海耶特说。“这些业绩再次体现了集团愿意以牺牲短期利润为代价投资于长期成功的意愿。”</blockquote></p><p> <b>LABOR SHORTAGE</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p> Guru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.</p><p><blockquote>前亚马逊经理、现任CommerceIQ首席执行官古鲁·哈里哈兰(Guru Hariharan)表示，该公司的缺货情况达到了历史最高水平。</blockquote></p><p> \"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.</p><p><blockquote>“在线市场需要继续解决填充率问题，以满足假日购物季之前的需求，”他说。</blockquote></p><p> Amazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.</p><p><blockquote>亚马逊CFO Brian Olsavsky在与记者举行的看涨期权上表示，劳动力短缺一直是一个挑战，导致人员配备水平不一致。他表示，第三季度的主要产能限制是工人，而不是物理空间。</blockquote></p><p> And that has had a ripple effect.</p><p><blockquote>这产生了连锁反应。</blockquote></p><p> \"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.</p><p><blockquote>他说：“库存放置经常被重定向到有劳动力接收该产品的履行中心，这导致放置不太理想，从而导致运输路线更长、更昂贵。”</blockquote></p><p> Amazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.</p><p><blockquote>奥尔萨夫斯基表示，亚马逊面临着来自劳动力、通货膨胀和运营中断的额外20亿美元成本，预计这一数字在当前时期将升至40亿美元。</blockquote></p><p> Staff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.</p><p><blockquote>员工们也在争取更多。纽约市约2000名工人本周请愿投票，决定是否将他们的仓库作为该公司在美国的第一个工会设施。</blockquote></p><p></p><p> To juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.</p><p><blockquote>为了刺激销售，该公司早在今年10月4日就开始鼓励顾客购买假日优惠商品。奥尔萨夫斯基表示，尽管如此，消费者已经开始恢复到大流行前的购物水平，在旅行和服务上花费更多。</blockquote></p><p> The company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.</p><p><blockquote>该公司预计第四季度销售额将在1300亿美元至1400亿美元之间。根据Refinitiv的IBES数据，分析师预计为1,420.5亿美元。该公司第三季度销售额也未达到预期，出现自COVID-19爆发以来最慢的增长。</blockquote></p><p> Amazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.</p><p><blockquote>亚马逊的云计算部门是一个亮点。Olsavsky表示，该业务的收入增长重新加速，该公司本季度净销售额达到161亿美元，超出了分析师的预期。随着疫情期间对游戏和远程工作的需求，亚马逊网络服务的销售额有所增长。</blockquote></p><p> Total net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.</p><p><blockquote>截至9月30日的第三季度总净销售额从去年同期的961.5亿美元增至1108.1亿美元。</blockquote></p><p> Analysts had predicted $111.60 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预测为1116亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</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\">\nAmazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重下滑，给出的指引令人失望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon&nbsp;shares dropped more than 4% in extended trading on Thursday after the company&nbsp;reported&nbsp;weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.</p><p><blockquote>亚马逊股价周四在盘后交易中下跌超过4%，此前该公司公布了弱于预期的第三季度业绩，并为关键假期期间提供了令人失望的指引。</blockquote></p><p> <ul>  <li><b>Earnings:</b>$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv</li>  <li><b>Revenue:</b>$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv</li> </ul> <img src=\"https://static.tigerbbs.com/33b2c00e116cbf6cb68edeaf56f48177\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收益：</b>Refinitiv调查的分析师表示，每股6.12美元，预期为8.92美元</li><li><b>收入：</b>根据Refinitiv调查的分析师，预计为1,108.1亿美元，而预期为1,116亿美元</li></ul></blockquote></p><p> Amazon&nbsp;is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.</p><p><blockquote>随着消费者重返实体店以及该公司面临供应链挑战，亚马逊预计销售增长将放缓。第三季度营收增长15%，低于去年同期37%的增幅。</blockquote></p><p> For the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.</p><p><blockquote>亚马逊预测第四季度销售额在1300亿美元至1400亿美元之间，增长率在4%至12%之间。FactSet调查的分析师预计营收将同比增长13.2%至1,421亿美元。</blockquote></p><p> Amazon.com Inc&nbsp;on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.</p><p><blockquote>亚马逊公司周四报告称，由于工资上涨和吸引员工的支出减少了该公司从网上购物中获得的意外之财，预计这种情况将持续到整个假期季度。</blockquote></p><p> After a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.</p><p><blockquote>在经历了一年的重磅业绩之后，这家全球最大的在线零售商正面临着更加严峻的前景。在劳动力市场紧张的情况下，该公司已将美国仓库的平均工资提高至每小时18美元，并推出更高的签约奖金，以吸引维持其高流动率业务所需的蓝领员工。</blockquote></p><p> The company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.</p><p><blockquote>与此同时，该公司正在应对全球供应链中断的问题。它将集装箱处理能力提高了一倍，扩大了送货服务合作伙伴计划，并增加了仓库投资——所有这些都付出了巨大的成本。</blockquote></p><p> The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.</p><p><blockquote>该公司表示，预计本季度营业利润将在0至30亿美元之间，低于亚马逊去年公布的69亿美元。在刚刚结束的第三季度，净利润下降了约50%，至31.6亿美元，这是自美国冠状病毒大流行开始以来的首次。</blockquote></p><p> Andy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.</p><p><blockquote>7月份接任亚马逊首席执行官的安迪·贾西(Andy Jassy)在一份声明中表示，该公司将在消费者业务上产生数十亿美元的额外支出，以应对运输成本上涨、工资上涨和劳动力短缺。</blockquote></p><p> Amazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"</p><p><blockquote>他表示，亚马逊正在“尽一切努力将这个假期对客户和销售合作伙伴的影响降至最低”。“短期内这对我们来说会很昂贵，但对于我们的客户和合作伙伴来说，这是正确的优先事项。”</blockquote></p><p> The retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.</p><p><blockquote>该零售商努力防止2013年的情况重演，当时延误导致一些人在圣诞节没有收到礼物。</blockquote></p><p> Retailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.</p><p><blockquote>零售商面临着从玩具、耐克运动鞋到笔记本电脑等各种商品的供应限制，这使得他们很难在货架上备货。</blockquote></p><p> Supply chain woes are also costing Apple Inc&nbsp;- $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.</p><p><blockquote>供应链困境也导致苹果公司损失——根据周四发布的业绩，该公司第四财季销售额损失60亿美元。苹果首席执行官Tim Cook表示，在假日销售季度，影响会更严重。</blockquote></p><p> Some analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.</p><p><blockquote>Hargreaves Lansdown的尼古拉斯·海耶特(Nicholas Hyett)等一些分析师给了亚马逊一个通行证，他们认识到该公司为客户提供服务的高支出记录从长远来看已经得到了回报。</blockquote></p><p> \"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"</p><p><blockquote>“亚马逊从未过度关注利润，”海耶特说。“这些业绩再次体现了集团愿意以牺牲短期利润为代价投资于长期成功的意愿。”</blockquote></p><p> <b>LABOR SHORTAGE</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p> Guru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.</p><p><blockquote>前亚马逊经理、现任CommerceIQ首席执行官古鲁·哈里哈兰(Guru Hariharan)表示，该公司的缺货情况达到了历史最高水平。</blockquote></p><p> \"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.</p><p><blockquote>“在线市场需要继续解决填充率问题，以满足假日购物季之前的需求，”他说。</blockquote></p><p> Amazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.</p><p><blockquote>亚马逊CFO Brian Olsavsky在与记者举行的看涨期权上表示，劳动力短缺一直是一个挑战，导致人员配备水平不一致。他表示，第三季度的主要产能限制是工人，而不是物理空间。</blockquote></p><p> And that has had a ripple effect.</p><p><blockquote>这产生了连锁反应。</blockquote></p><p> \"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.</p><p><blockquote>他说：“库存放置经常被重定向到有劳动力接收该产品的履行中心，这导致放置不太理想，从而导致运输路线更长、更昂贵。”</blockquote></p><p> Amazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.</p><p><blockquote>奥尔萨夫斯基表示，亚马逊面临着来自劳动力、通货膨胀和运营中断的额外20亿美元成本，预计这一数字在当前时期将升至40亿美元。</blockquote></p><p> Staff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.</p><p><blockquote>员工们也在争取更多。纽约市约2000名工人本周请愿投票，决定是否将他们的仓库作为该公司在美国的第一个工会设施。</blockquote></p><p></p><p> To juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.</p><p><blockquote>为了刺激销售，该公司早在今年10月4日就开始鼓励顾客购买假日优惠商品。奥尔萨夫斯基表示，尽管如此，消费者已经开始恢复到大流行前的购物水平，在旅行和服务上花费更多。</blockquote></p><p> The company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.</p><p><blockquote>该公司预计第四季度销售额将在1300亿美元至1400亿美元之间。根据Refinitiv的IBES数据，分析师预计为1,420.5亿美元。该公司第三季度销售额也未达到预期，出现自COVID-19爆发以来最慢的增长。</blockquote></p><p> Amazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.</p><p><blockquote>亚马逊的云计算部门是一个亮点。Olsavsky表示，该业务的收入增长重新加速，该公司本季度净销售额达到161亿美元，超出了分析师的预期。随着疫情期间对游戏和远程工作的需求，亚马逊网络服务的销售额有所增长。</blockquote></p><p> Total net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.</p><p><blockquote>截至9月30日的第三季度总净销售额从去年同期的961.5亿美元增至1108.1亿美元。</blockquote></p><p> Analysts had predicted $111.60 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据，分析师此前预测为1116亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197599551","content_text":"Amazon shares dropped more than 4% in extended trading on Thursday after the company reported weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.\n\nEarnings:$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv\nRevenue:$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv\n\n\nAmazon is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.\nFor the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.\nAmazon.com Inc on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.\nAfter a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.\nThe company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.\nThe company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.\nAndy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.\nAmazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"\nThe retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.\nRetailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.\nSupply chain woes are also costing Apple Inc - $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.\nSome analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.\n\"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"\nLABOR SHORTAGE\nGuru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.\n\"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.\nAmazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.\nAnd that has had a ripple effect.\n\"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.\nAmazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.\nStaff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.\nTo juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.\nThe company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.\nAmazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.\nTotal net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.\nAnalysts had predicted $111.60 billion, according to IBES data from Refinitiv.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855441655,"gmtCreate":1635394832506,"gmtModify":1635394832506,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"MSFT is beast and been growing YoY. Am bullish on their Azure.&nbsp;","listText":"MSFT is beast and been growing YoY. Am bullish on their Azure.&nbsp;","text":"MSFT is beast and been growing YoY. Am bullish on their Azure.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855441655","repostId":"2178237269","repostType":4,"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854415633,"gmtCreate":1635473257493,"gmtModify":1635473257626,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Time to watch the VIX and VXN","listText":"Time to watch the VIX and VXN","text":"Time to watch the VIX and VXN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854415633","repostId":"2179291938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854555090,"gmtCreate":1635469972700,"gmtModify":1635470097823,"author":{"id":"4096938302974550","authorId":"4096938302974550","name":"Proximus","avatar":"https://static.tigerbbs.com/3d7967c7f00125b6698d201fecae065e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4096938302974550","authorIdStr":"4096938302974550"},"themes":[],"htmlText":"Buy the dip. Bought at 309!","listText":"Buy the dip. Bought at 309!","text":"Buy the dip. Bought at 309!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854555090","repostId":"2179293785","repostType":4,"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}