Bobster的个人主页 - 老虎社区

Bobster

Bobster

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2021-12-16

Ha. Brand new world. Zero delivery and reporting "earnings". Throwing away my economics textbooks.

Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote>

2021-11-13

Looks like a good investment.

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>

2021-11-22

Sounds promising

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2021-11-04

Shorting this is like playing with fire.

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2021-11-15

Ran up too high I think

Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote>

2021-11-07

Looks like they are all going up and up and up

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2021-11-05

Waiting to see when the meme ape's gold runs out.. then BOOM it goes

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2021-11-04

Looks like it is really taking off

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2021-10-31

Right

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2021-12-02

What a u turn by Powell.. just to convince the senate for his reappointment?!?

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去老虎APP查看更多动态

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surprised Chewy is classified as a tech stock","listText":"Am surprised Chewy is classified as a tech stock","text":"Am surprised Chewy is classified as a tech stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696003203","repostId":"1192758376","repostType":4,"repost":{"id":"1192758376","kind":"news","pubTimestamp":1640566987,"share":"https://www.laohu8.com/m/news/1192758376?lang=zh_CN&edition=full","pubTime":"2021-12-27 09:03","market":"us","language":"en","title":"2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192758376","media":"Motley Fool","summary":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies h","content":"<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a>&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a>&nbsp;haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021年的表现并不是最好的，尽管两家公司的业务增长惊人，但它们的股价都有所下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据来自YCharts</blockquote></p><p> However, these&nbsp;tech stocks&nbsp;could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所在行业的长期增长机会，这些科技股可能会在新的一年里加速增长。让我们看看Skyworks Solutions和Chewy能够继续牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for&nbsp;<b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions股价最近下跌，原因是人们猜测Skyworks Solutions的需求<b>苹果</b>（纳斯达克股票代码：AAPL）的iPhone将在假期期间受到打击。报告显示，供应链延误和生产限制导致的漫长等待时间阻碍了客户升级到最新iPhone型号。这给为iPhone供应无线芯片的Skyworks带来了压力。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b>&nbsp;analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师Katy Huberty最近将截至12月底的季度iPhone出货量预期从之前估计的8000万部上调至8300万部，称苹果的供应链问题已经缓解。如果达到这一估计，iPhone销量将同比增加300万部，这对Skyworks来说是件好事，因为它的大部分收入是通过向苹果销售芯片获得的。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase&nbsp;over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果为Skyworks提供了59%的收入，因此苹果销售额的增加对Skyworks来说是好事。台湾出版物引用的一篇报道<i>DigiTimes</i>指出苹果在2022年可能会售出超过3亿部iPhone，比今年预计的2.4亿部iPhone出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎雄心勃勃，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持5G的iPhone SE，可能会在2022年推出。一些人预计，5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明Skyworks的强劲势头将持续下去。该公司在最近结束的2021财年（截至10月1日）的收入同比增长52%，而调整后收益飙升71%至每股10.50美元。分析师预计Skyworks 2022财年的收入将增长11.4%，而盈利预计将增长10%至每股11.56美元。其最大客户的光明前景可以帮助Skyworks轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the&nbsp;<b>S&amp;P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions目前的市盈率仅为18倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased&nbsp;90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管Chewy成功利用了宠物食品和产品在线销售的增长，但该公司的股票在2021年仍遭受重创。该公司2021财年第三季度营收同比增长24%至22.1亿美元。Chewy的毛利率本季度增长90个基点至26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed&nbsp;supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在Chewy于12月9日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损0.08美元，高于华尔街预期的每股亏损0.04美元。该公司将亏损归咎于供应链问题、成本通胀和劳动力短缺。但投资者不应只见树木不见森林，因为Chewy有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到2030年，宠物支出可能达到2750亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上预计到2025年，59%的宠物产品支出将发生在网上，而去年年底这一比例为30%，很明显Chewy正在一个快速增长的行业中运营。Chewy在宠物产品在线支出中占据了41%的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&amp;P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy有望维持其令人印象深刻的增长速度，该股的交易价格仅为销售额的2.67倍，这意味着与标普500 3.19倍的市盈率相比，它可以打折。希望在其投资组合中添加潜在增长股票的投资者应该仔细研究Chewy。</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>2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</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\">\n2 Top Tech Stocks Ready for a Bull Run<blockquote>两只顶级科技股已做好牛市准备</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\">2021-12-27 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a>&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a>&nbsp;haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.</p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a>和<a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a>2021年的表现并不是最好的，尽管两家公司的业务增长惊人，但它们的股价都有所下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a881b8c120a9a6bff447766d80c93aa1\" tg-width=\"720\" tg-height=\"528\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SWKSDATA BYYCHARTS</p><p><blockquote>SWKS数据来自YCharts</blockquote></p><p> However, these&nbsp;tech stocks&nbsp;could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.</p><p><blockquote>然而，由于其所在行业的长期增长机会，这些科技股可能会在新的一年里加速增长。让我们看看Skyworks Solutions和Chewy能够继续牛市并将今年令人失望的业绩抛在脑后的原因。</blockquote></p><p> <a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks Solutions</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SWKS\"><b>Skyworks解决方案</b></a></blockquote></p><p> Skyworks Solutions stock has dipped of late thanks to speculation that the demand for&nbsp;<b>Apple</b>'s(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.</p><p><blockquote>Skyworks Solutions股价最近下跌，原因是人们猜测Skyworks Solutions的需求<b>苹果</b>（纳斯达克股票代码：AAPL）的iPhone将在假期期间受到打击。报告显示，供应链延误和生产限制导致的漫长等待时间阻碍了客户升级到最新iPhone型号。这给为iPhone供应无线芯片的Skyworks带来了压力。</blockquote></p><p> However, there are indications that Apple's supply chain may be improving.<b>Morgan Stanley</b>&nbsp;analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.</p><p><blockquote>不过，有迹象表明，苹果的供应链可能正在改善。<b>摩根士丹利</b>分析师Katy Huberty最近将截至12月底的季度iPhone出货量预期从之前估计的8000万部上调至8300万部，称苹果的供应链问题已经缓解。如果达到这一估计，iPhone销量将同比增加300万部，这对Skyworks来说是件好事，因为它的大部分收入是通过向苹果销售芯片获得的。</blockquote></p><p> Apple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publication<i>DigiTimes</i>points out that Apple could sell over 300 million iPhones in 2022, a huge increase&nbsp;over this year's estimated iPhone shipments of 240 million units.</p><p><blockquote>上一财年，苹果为Skyworks提供了59%的收入，因此苹果销售额的增加对Skyworks来说是好事。台湾出版物引用的一篇报道<i>DigiTimes</i>指出苹果在2022年可能会售出超过3亿部iPhone，比今年预计的2.4亿部iPhone出货量大幅增长。</blockquote></p><p> That may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.</p><p><blockquote>这似乎雄心勃勃，但看到苹果接近这一目标也就不足为奇了，因为据报道，它正在开发一款支持5G的iPhone SE，可能会在2022年推出。一些人预计，5G iPhone SE明年将为苹果的出货量增加3000万部。</blockquote></p><p> All this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.</p><p><blockquote>所有这些都表明Skyworks的强劲势头将持续下去。该公司在最近结束的2021财年（截至10月1日）的收入同比增长52%，而调整后收益飙升71%至每股10.50美元。分析师预计Skyworks 2022财年的收入将增长11.4%，而盈利预计将增长10%至每股11.56美元。其最大客户的光明前景可以帮助Skyworks轻松超越这些预期。</blockquote></p><p> And Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the&nbsp;<b>S&amp;P 500</b>'s multiple of 28.</p><p><blockquote>Skyworks Solutions目前的市盈率仅为18倍<b>标普500</b>是28的倍数。</blockquote></p><p> <a href=\"https://laohu8.com/S/CHWY\"><b>Chewy</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/CHWY\"><b>耐嚼</b></a></blockquote></p><p> Chewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased&nbsp;90 basis points during the quarter to 26.4%.</p><p><blockquote>尽管Chewy成功利用了宠物食品和产品在线销售的增长，但该公司的股票在2021年仍遭受重创。该公司2021财年第三季度营收同比增长24%至22.1亿美元。Chewy的毛利率本季度增长90个基点至26.4%。</blockquote></p><p> Investors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed&nbsp;supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.</p><p><blockquote>然而，在Chewy于12月9日发布最新业绩后，投资者按下了恐慌按钮，因为该公司每股亏损0.08美元，高于华尔街预期的每股亏损0.04美元。该公司将亏损归咎于供应链问题、成本通胀和劳动力短缺。但投资者不应只见树木不见森林，因为Chewy有望从快速增长的市场中受益。</blockquote></p><p> The American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.</p><p><blockquote>美国宠物用品协会估计，去年宠物用品支出超过1000亿美元。摩根士丹利预测，到2030年，宠物支出可能达到2750亿美元。</blockquote></p><p> Throw in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.</p><p><blockquote>再加上预计到2025年，59%的宠物产品支出将发生在网上，而去年年底这一比例为30%，很明显Chewy正在一个快速增长的行业中运营。Chewy在宠物产品在线支出中占据了41%的份额，并且拥有不断增长的客户群，他们在其产品上花费了更多的钱。</blockquote></p><p> Chewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&amp;P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.</p><p><blockquote>从长远来看，Chewy有望维持其令人印象深刻的增长速度，该股的交易价格仅为销售额的2.67倍，这意味着与标普500 3.19倍的市盈率相比，它可以打折。希望在其投资组合中添加潜在增长股票的投资者应该仔细研究Chewy。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHWY":"Chewy, Inc.","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/26/2-top-tech-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192758376","content_text":"Skyworks Solutions and Chewy haven't been the best performers in 2021, as shares of both companies have dipped despite terrific growth in their businesses.\n\nSWKSDATA BYYCHARTS\nHowever, these tech stocks could step on the gas in the new year thanks to secular growth opportunities in the industries they operate in. Let's look at the reasons why Skyworks Solutions and Chewy could go on a bull run and leave this year's disappointing performance behind.\nSkyworks Solutions\nSkyworks Solutions stock has dipped of late thanks to speculation that the demand for Apple's(NASDAQ: AAPL)iPhone would take a hit in the holiday season. Reports suggest that long waiting times arising out of supply chain delays and production constraints haveput off customersfrom upgrading to the latest iPhone models. That has weighed on Skyworks as it supplies wireless chips for the iPhone.\nHowever, there are indications that Apple's supply chain may be improving.Morgan Stanley analyst Katy Huberty recenlty increased her forecast for iPhone shipments in the December-ended quarter to 83 million units from the prior estimate of 80 million units, saying that Apple's supply chain problems have eased. If that estimate is hit, it would translate into a year-over-year increase of 3 million iPhone units sold, and that would be good for Skyworks since it gets most of its revenue by selling chips to Apple.\nApple provided 59% of Skyworks' revenue last fiscal year, so increased sales for Apple would spell good things for Skyworks. A report cited by Taiwanese publicationDigiTimespoints out that Apple could sell over 300 million iPhones in 2022, a huge increase over this year's estimated iPhone shipments of 240 million units.\nThat may seem ambitious, but it won't be surprising to see Apple come close to that target as it is reportedly working on a 5G-enabled iPhone SE that could be launched in 2022. Some expect the 5G iPhone SE to add 30 million units to Apple's shipments next year.\nAll this indicates that Skyworks' terrific momentum is here to stay. The company's revenue in the recently concluded fiscal 2021 (ended on Oct. 1) increased 52% year over year, while adjusted earnings shot up 71% to $10.50 per share. Analysts estimate Skyworks' revenue will increase 11.4% in fiscal 2022, while earnings are expected to increase 10% to $11.56 per share. The bright prospects of its largest client could help Skyworks easily exceed those expectations.\nAnd Skyworks Solutions is trading at just 18 times trailing earnings right now as compared to the S&P 500's multiple of 28.\nChewy\nChewy stock has been hammered in 2021 even though the company is successfully taking advantage of the increase in online sales of pet food and products. The company's revenue in the third quarter of fiscal 2021 increased 24% year over year to $2.21 billion. Chewy's gross margin increased 90 basis points during the quarter to 26.4%.\nInvestors, however, pressed the panic button after Chewy's latest results were released on Dec. 9 as the company's loss of $0.08 per share was greater than Wall Street's anticipated $0.04-per-share loss. The company blamed supply chain problems, cost inflation, and labor shortages for the loss. But investors should not miss the forest for the trees as Chewy is well on track to benefit from a fast-growing market.\nThe American Pet Products Association estimates that spending on pet products exceeded $100 billion last year. Morgan Stanley forecasts that pet spending could hit $275 billion by 2030.\nThrow in the fact that 59% of spending on pet products is expected to happen online by 2025, as compared to 30% at the end of last year, and it is evident that Chewy is operating in a fast-growing industry. Chewy commands a 41% share of online spending on pet products and has a growing customer base that is spending more money on its offerings.\nChewy is positioned to sustain its impressive pace of growth in the long run and the stock is trading at just 2.67 times sales, which means that it is available for a discount as compared to the S&P 500's multiple of 3.19. Investors looking to add a potentialgrowth stockto their portfolios should take a closer look at Chewy.","news_type":1,"symbols_score_info":{"CHWY":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691180360,"gmtCreate":1640148597864,"gmtModify":1640148597928,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Terrible... grrr","listText":"Terrible... grrr","text":"Terrible... grrr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691180360","repostId":"2193316202","repostType":4,"isVote":1,"tweetType":1,"viewCount":3779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690989371,"gmtCreate":1639621438515,"gmtModify":1639621438766,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","listText":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","text":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690989371","repostId":"1143987480","repostType":4,"repost":{"id":"1143987480","kind":"news","pubTimestamp":1639618157,"share":"https://www.laohu8.com/m/news/1143987480?lang=zh_CN&edition=full","pubTime":"2021-12-16 09:29","market":"us","language":"en","title":"Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143987480","media":"TheStreet","summary":"On December 16, Rivian RIVN will announce its first earnings since going public. Here is what invest","content":"<p>On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.</p><p><blockquote>12月16日，Rivian RIVN将公布上市以来的首份财报。以下是投资者在了解这家电动汽车制造商第三季度收益时应该关注的内容。</blockquote></p><p> Electric vehicle giant Rivian&nbsp;will report its earnings on December 16 for the first time since its massively hyped IPO in early November.</p><p><blockquote>电动汽车巨头Rivian将于12月16日公布财报，这是自11月初大肆宣传的IPO以来的首次财报。</blockquote></p><p> Rivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors&nbsp;and Ford, even though the company hasn't reported any revenue yet.</p><p><blockquote>Rivian首次亮相的惊人反弹使这家电动汽车制造商实现了比通用汽车和福特等传统美国汽车制造商巨头更大的市值，尽管该公司尚未公布任何收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2020a08ae7df976ad58c68b103b53ec2\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Rivian's R1T pickup truck on RIVN stock IPO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：RIVN股票IPO上的Rivian R1T皮卡。</span></p></blockquote></p><p> From a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?</p><p><blockquote>从基本面角度来看，Rivian要证明自己值得被估值为1000亿美元的公司，面临着巨大的挑战。但在当今高度投机的市场中，基本面真的重要吗？</blockquote></p><p> <b>What to expect for Q3 earnings</b></p><p><blockquote><b>对第三季度收益的预期</b></blockquote></p><p> Rivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.</p><p><blockquote>Rivian和其他大型电动汽车公司尽管属于汽车行业，但仍被列为科技股。这些公司将自己视为技术游戏规则的改变者——摆脱化石燃料的新交通模式的成员。</blockquote></p><p> A growth-centric viewpoint goes partway to explaining why companies like Tesla&nbsp;and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.</p><p><blockquote>以增长为中心的观点在一定程度上解释了为什么像特斯拉和Rivian这样的公司，尽管它们每年生产的汽车比福特和通用等传统汽车公司少得多，但它们的市值却更大。市场正在为颠覆性技术定价，这些技术可能会彻底改变整个汽车行业。</blockquote></p><p> But from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.</p><p><blockquote>但从纯粹基于基本面的角度来看，1000亿美元的市值现在几乎不可能证明是合理的，甚至几年后也可能不合理。</blockquote></p><p> Rivian has generated zero revenue so far and its&nbsp;actual production capacity&nbsp;is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.</p><p><blockquote>到目前为止，Rivian的收入为零，实际产能为每年15万辆。如果我们假设产量达到峰值产能，Rivian目前每生产一辆电动汽车的股权价值约为675,000美元。</blockquote></p><p> Ford, by comparison, is valued at $20,470 per vehicle produced, considering&nbsp;its 2020 production output. The company also&nbsp;generated $127 billion&nbsp;in revenue during 2020.</p><p><blockquote>相比之下，考虑到2020年的产量，福特每生产一辆汽车的价值为20,470美元。该公司在2020年还创造了1270亿美元的收入。</blockquote></p><p> Since Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.</p><p><blockquote>由于Rivian的汽车尚未进入经销商处，财报日的情绪将主要是（如果不是纯粹的）投机性的。可能的移动催化剂包括新订单的增加、新技术的推出或另一个主要合作伙伴关系的宣布。</blockquote></p><p> Therefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.</p><p><blockquote>因此，即使还没有销售，Rivian的股价也有很多理由可能会上涨至创纪录的涨幅。</blockquote></p><p> <b>Puts or calls? Or maybe both?</b></p><p><blockquote><b>看跌期权还是评级？或者两者都有？</b></blockquote></p><p> Traders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.</p><p><blockquote>愿意参与Rivian“盈利游戏”的交易者可能会发现选择是最佳举措。鉴于围绕Rivian的高度猜测，这家电动汽车制造商的股价在财报发布后可能会上涨或暴跌。如果事实确实如此，多头跨式策略可能会获得可观的收益。</blockquote></p><p> A long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.</p><p><blockquote>多头跨式策略涉及购买同一标的股票和同一到期日的看涨期权和看跌期权。只要标的股票的价格出现重大变动，多头跨式多头就会出现——变动的方向并不重要。此类策略通常用于高波动性收益押注的背景下。</blockquote></p><p> Of course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.</p><p><blockquote>当然，多头跨式并不能保证惊人的利润。Rivian财报发布后的股价变动可能远低于预期，这意味着评级和看跌期权到期时都可能一文不值。此外，由于预期RIVN第三季度收益而大量买入期权可能会推高看跌期权和评级的价格，从而侵蚀交易的潜在利润。</blockquote></p><p> <b>Should investors buy Rivian ahead of earnings?</b></p><p><blockquote><b>投资者应该在盈利之前购买Rivian吗？</b></blockquote></p><p> According to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.</p><p><blockquote>华尔街专家表示，Rivian股票在财报公布前属于“适度买入”——共识表明，尽管市值极高，但Rivian股票仍被低估。该公司目前的平均目标价为135美元，这意味着上涨16%。</blockquote></p><p> The most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.</p><p><blockquote>最乐观的评级来自美国银行证券分析师John Murphy，他认为该股未来上涨46%，目标价为170美元。Murphy认为，Rivian凭借其“极其全面和构建良好的业务战略，以及可靠/创新的技术和有趣/有吸引力的产品，并得到了关键锚定客户（亚马逊）的验证”，在其他电动汽车制造商中脱颖而出。</blockquote></p><p> Baird’s George Gianarikas thinks Rivian is the&nbsp;only EV maker that can truly compete&nbsp;with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.</p><p><blockquote>Baird的George Gianarikas认为Rivian是唯一一家能够真正与特斯拉竞争的电动汽车制造商。该分析师认为，Rivian对电动汽车市场充满希望的态度、稳健的资产负债表以及与亚马逊的合作伙伴关系是其股价在未来12个月内达到150美元的催化剂。</blockquote></p><p></p><p> But not everyone on the Street is bullish on RIVN. Goldman Sach&nbsp;sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.</p><p><blockquote>但并非街上的每个人都看好RIVN。高盛分析师Mark Delainey对此持怀疑态度，给予Rivian中性评级，目标价94美元，意味着下跌近19%。尽管德莱尼发现Rivian的产品系列很有吸引力，并认为该公司的品牌影响力不断增长，但他认为，汽车行业的历史数据表明，新来者扩大规模是多么困难——即使这些新来者是电动汽车制造商。该分析师还预计，从2021年第四季度到2025年底，现金消耗约为200亿美元。</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>Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-16 09:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.</p><p><blockquote>12月16日，Rivian RIVN将公布上市以来的首份财报。以下是投资者在了解这家电动汽车制造商第三季度收益时应该关注的内容。</blockquote></p><p> Electric vehicle giant Rivian&nbsp;will report its earnings on December 16 for the first time since its massively hyped IPO in early November.</p><p><blockquote>电动汽车巨头Rivian将于12月16日公布财报，这是自11月初大肆宣传的IPO以来的首次财报。</blockquote></p><p> Rivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors&nbsp;and Ford, even though the company hasn't reported any revenue yet.</p><p><blockquote>Rivian首次亮相的惊人反弹使这家电动汽车制造商实现了比通用汽车和福特等传统美国汽车制造商巨头更大的市值，尽管该公司尚未公布任何收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2020a08ae7df976ad58c68b103b53ec2\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Rivian's R1T pickup truck on RIVN stock IPO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：RIVN股票IPO上的Rivian R1T皮卡。</span></p></blockquote></p><p> From a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?</p><p><blockquote>从基本面角度来看，Rivian要证明自己值得被估值为1000亿美元的公司，面临着巨大的挑战。但在当今高度投机的市场中，基本面真的重要吗？</blockquote></p><p> <b>What to expect for Q3 earnings</b></p><p><blockquote><b>对第三季度收益的预期</b></blockquote></p><p> Rivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.</p><p><blockquote>Rivian和其他大型电动汽车公司尽管属于汽车行业，但仍被列为科技股。这些公司将自己视为技术游戏规则的改变者——摆脱化石燃料的新交通模式的成员。</blockquote></p><p> A growth-centric viewpoint goes partway to explaining why companies like Tesla&nbsp;and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.</p><p><blockquote>以增长为中心的观点在一定程度上解释了为什么像特斯拉和Rivian这样的公司，尽管它们每年生产的汽车比福特和通用等传统汽车公司少得多，但它们的市值却更大。市场正在为颠覆性技术定价，这些技术可能会彻底改变整个汽车行业。</blockquote></p><p> But from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.</p><p><blockquote>但从纯粹基于基本面的角度来看，1000亿美元的市值现在几乎不可能证明是合理的，甚至几年后也可能不合理。</blockquote></p><p> Rivian has generated zero revenue so far and its&nbsp;actual production capacity&nbsp;is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.</p><p><blockquote>到目前为止，Rivian的收入为零，实际产能为每年15万辆。如果我们假设产量达到峰值产能，Rivian目前每生产一辆电动汽车的股权价值约为675,000美元。</blockquote></p><p> Ford, by comparison, is valued at $20,470 per vehicle produced, considering&nbsp;its 2020 production output. The company also&nbsp;generated $127 billion&nbsp;in revenue during 2020.</p><p><blockquote>相比之下，考虑到2020年的产量，福特每生产一辆汽车的价值为20,470美元。该公司在2020年还创造了1270亿美元的收入。</blockquote></p><p> Since Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.</p><p><blockquote>由于Rivian的汽车尚未进入经销商处，财报日的情绪将主要是（如果不是纯粹的）投机性的。可能的移动催化剂包括新订单的增加、新技术的推出或另一个主要合作伙伴关系的宣布。</blockquote></p><p> Therefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.</p><p><blockquote>因此，即使还没有销售，Rivian的股价也有很多理由可能会上涨至创纪录的涨幅。</blockquote></p><p> <b>Puts or calls? Or maybe both?</b></p><p><blockquote><b>看跌期权还是评级？或者两者都有？</b></blockquote></p><p> Traders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.</p><p><blockquote>愿意参与Rivian“盈利游戏”的交易者可能会发现选择是最佳举措。鉴于围绕Rivian的高度猜测，这家电动汽车制造商的股价在财报发布后可能会上涨或暴跌。如果事实确实如此，多头跨式策略可能会获得可观的收益。</blockquote></p><p> A long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.</p><p><blockquote>多头跨式策略涉及购买同一标的股票和同一到期日的看涨期权和看跌期权。只要标的股票的价格出现重大变动，多头跨式多头就会出现——变动的方向并不重要。此类策略通常用于高波动性收益押注的背景下。</blockquote></p><p> Of course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.</p><p><blockquote>当然，多头跨式并不能保证惊人的利润。Rivian财报发布后的股价变动可能远低于预期，这意味着评级和看跌期权到期时都可能一文不值。此外，由于预期RIVN第三季度收益而大量买入期权可能会推高看跌期权和评级的价格，从而侵蚀交易的潜在利润。</blockquote></p><p> <b>Should investors buy Rivian ahead of earnings?</b></p><p><blockquote><b>投资者应该在盈利之前购买Rivian吗？</b></blockquote></p><p> According to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.</p><p><blockquote>华尔街专家表示，Rivian股票在财报公布前属于“适度买入”——共识表明，尽管市值极高，但Rivian股票仍被低估。该公司目前的平均目标价为135美元，这意味着上涨16%。</blockquote></p><p> The most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.</p><p><blockquote>最乐观的评级来自美国银行证券分析师John Murphy，他认为该股未来上涨46%，目标价为170美元。Murphy认为，Rivian凭借其“极其全面和构建良好的业务战略，以及可靠/创新的技术和有趣/有吸引力的产品，并得到了关键锚定客户（亚马逊）的验证”，在其他电动汽车制造商中脱颖而出。</blockquote></p><p> Baird’s George Gianarikas thinks Rivian is the&nbsp;only EV maker that can truly compete&nbsp;with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.</p><p><blockquote>Baird的George Gianarikas认为Rivian是唯一一家能够真正与特斯拉竞争的电动汽车制造商。该分析师认为，Rivian对电动汽车市场充满希望的态度、稳健的资产负债表以及与亚马逊的合作伙伴关系是其股价在未来12个月内达到150美元的催化剂。</blockquote></p><p></p><p> But not everyone on the Street is bullish on RIVN. Goldman Sach&nbsp;sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.</p><p><blockquote>但并非街上的每个人都看好RIVN。高盛分析师Mark Delainey对此持怀疑态度，给予Rivian中性评级，目标价94美元，意味着下跌近19%。尽管德莱尼发现Rivian的产品系列很有吸引力，并认为该公司的品牌影响力不断增长，但他认为，汽车行业的历史数据表明，新来者扩大规模是多么困难——即使这些新来者是电动汽车制造商。该分析师还预计，从2021年第四季度到2025年底，现金消耗约为200亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/is-rivian-stock-a-buy-ahead-of-its-q3-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/is-rivian-stock-a-buy-ahead-of-its-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143987480","content_text":"On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.\nElectric vehicle giant Rivian will report its earnings on December 16 for the first time since its massively hyped IPO in early November.\nRivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors and Ford, even though the company hasn't reported any revenue yet.\nFigure 1: Rivian's R1T pickup truck on RIVN stock IPO.\nFrom a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?\nWhat to expect for Q3 earnings\nRivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.\nA growth-centric viewpoint goes partway to explaining why companies like Tesla and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.\nBut from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.\nRivian has generated zero revenue so far and its actual production capacity is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.\nFord, by comparison, is valued at $20,470 per vehicle produced, considering its 2020 production output. The company also generated $127 billion in revenue during 2020.\nSince Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.\nTherefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.\nPuts or calls? Or maybe both?\nTraders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.\nA long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.\nOf course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.\nShould investors buy Rivian ahead of earnings?\nAccording to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.\nThe most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.\nBaird’s George Gianarikas thinks Rivian is the only EV maker that can truly compete with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.\nBut not everyone on the Street is bullish on RIVN. Goldman Sach sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608992825,"gmtCreate":1638590945173,"gmtModify":1638590945173,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"So how is he selling? He has gone nett long!","listText":"So how is he selling? He has gone nett long!","text":"So how is he selling? He has gone nett long!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608992825","repostId":"1158981658","repostType":4,"isVote":1,"tweetType":1,"viewCount":3174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603255851,"gmtCreate":1638417223025,"gmtModify":1638417223180,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Sea of red!","listText":"Sea of red!","text":"Sea of red!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603255851","repostId":"1146822794","repostType":4,"repost":{"id":"1146822794","kind":"news","pubTimestamp":1638412273,"share":"https://www.laohu8.com/m/news/1146822794?lang=zh_CN&edition=full","pubTime":"2021-12-02 10:31","market":"us","language":"en","title":"Cruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么CCL、RCL、NCLH股票今天遭受重创</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146822794","media":"InvestorPlace","summary":"Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruis","content":"<p><div> Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruises(NYSE:RCL) and Norwegian Cruise Line(NYSE:NCLH) are all slumping by at least 15% over the past ...</p><p><blockquote><div>邮轮股今天受到了一些打击。事实上，嘉年华(NYSE：CCL)、皇家加勒比游轮(NYSE：RCL)和挪威游轮(NYSE：NCLH)的股价在过去都下跌了至少15%...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Cruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么CCL、RCL、NCLH股票今天遭受重创</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\">\nCruise Stocks Alert: Why CCL, RCL, NCLH Stocks Are Getting Wrecked Today<blockquote>邮轮股票警报：为什么CCL、RCL、NCLH股票今天遭受重创</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-02 10:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruises(NYSE:RCL) and Norwegian Cruise Line(NYSE:NCLH) are all slumping by at least 15% over the past ...</p><p><blockquote><div>邮轮股今天受到了一些打击。事实上，嘉年华(NYSE：CCL)、皇家加勒比游轮(NYSE：RCL)和挪威游轮(NYSE：NCLH)的股价在过去都下跌了至少15%...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/\">InvestorPlace</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":{"RCL":"皇家加勒比邮轮","CCL":"嘉年华邮轮","NCLH":"挪威邮轮"},"source_url":"https://investorplace.com/2021/12/cruise-stocks-alert-why-ccl-rcl-nclh-stocks-are-getting-wrecked-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146822794","content_text":"Cruise stocks are taking a bit hit today. Indeed, shares of Carnival(NYSE:CCL),Royal Caribbean Cruises(NYSE:RCL) and Norwegian Cruise Line(NYSE:NCLH) are all slumping by at least 15% over the past week. News of the omicron variant is hammering down travel and vacation names as investors re-evaluate their current holdings. Additionally, the first case of the omicron variant in the U.S. was confirmed today in California.\nYesterday, Stéphane Bancel, the CEO of Moderna(NYSE:MRNA), spooked investors when he noted that current vaccines may be less effective against the omicron variant.\nOn the other hand,BioNTech(NASDAQ:BNTX) co-founder Ugur Sahin relayed a more calming message: “Don’t freak out, the plan remains the same: Speed up the administration of a third booster shot.”\nIndeed, top epidemiologists still say that it is too early to truly understand the severity of the omicron variant. Additional data should be presented in the coming weeks from world governments and vaccine-makers. However, investors should expect more volatility in cruise stocks until the severity of the omicron variant can be accurately determined.\nCruise Stocks: Can They Set Sail From Here?\nInvestors in these three cruise liners should monitor the omicron variant situation carefully, as well as any travel and grounding restrictions that arise. It’s inevitable that some current passengers may cancel their cruise trips after hearing about the new variant.\nOn the bright side, both Moderna and Pfizer(NYSE:PFE) stated that if necessary, a new vaccine for the omicron variant could be available by the first quarter of 2022.\nAdditionally, Royal Caribbean and Norwegian Cruise Line already require all passengers who are 12 years and older to be fully vaccinated before boarding. Carnival is operating a bit differently and designating certain cruises as “vaccinated cruises,” where all passengers must be vaccinated. However, vaccinated cruises make up a majority of Carnival’s current cruise options.\nIn terms of earnings, all three cruise companies will likely be unprofitable this year. This is largely due to the pandemic and lockdowns. However, they are all forecasting profitability for 2022.\nAdditionally, Cruise Industry News reported today that 239 cruise ships from 68 global brands are planning to set sail during December. This figure represents an additional nine cruise ships when compared to November and an additional 33 when compared to October. Of the 239 ships setting sail this month, Royal Caribbean accounts for the majority, with 20 ships. Carnival clocks in at second place with 17 ships, and Norwegian Cruise Line falls in fourth with 11 ships.\nThis is great news for the cruise industry as people return to relaxing on the seas. Investors in cruise stocks will want to see an uptick of ships setting sail in January. However, we will have to wait and see if that happens given the uncertainty surrounding the latest pandemic developments.","news_type":1,"symbols_score_info":{"NCLH":0.9,"CCL":0.9,"RCL":0.9}},"isVote":1,"tweetType":1,"viewCount":1958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603252874,"gmtCreate":1638417123356,"gmtModify":1638417123480,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","listText":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","text":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603252874","repostId":"1196358645","repostType":4,"isVote":1,"tweetType":1,"viewCount":4138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874787340,"gmtCreate":1637824853984,"gmtModify":1637824853984,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Whoa","listText":"Whoa","text":"Whoa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874787340","repostId":"1117265518","repostType":4,"isVote":1,"tweetType":1,"viewCount":3788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875688162,"gmtCreate":1637642937347,"gmtModify":1637642937347,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"I hope the analysts are right","listText":"I hope the analysts are right","text":"I hope the analysts are right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875688162","repostId":"1192020197","repostType":2,"repost":{"id":"1192020197","kind":"news","pubTimestamp":1637559822,"share":"https://www.laohu8.com/m/news/1192020197?lang=zh_CN&edition=full","pubTime":"2021-11-22 13:43","market":"us","language":"en","title":"BABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为还有54%的上涨空间</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192020197","media":"TheStreet","summary":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted p","content":"<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.</p><p><blockquote>中国电子商务巨头阿里巴巴-SW 11月18日公布的财报令人失望。该股反应不佳，下跌11%。然而，华尔街专家仍然认为阿里巴巴被低估了。</blockquote></p><p> Alibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.</p><p><blockquote>阿里巴巴在财报日感到失望。11月18日，这家中国电子商务巨头公布的营收和每股收益均未达到预期。该股在2021年全年遭受重创，今年迄今已下跌近40%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36e7c677aeece40f848878d4ce5194e\" tg-width=\"685\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><span>Figure 1: Alibaba stock chart price year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：阿里巴巴-SW股票图表年初至今的价格。</span></p></blockquote></p><p> However, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.</p><p><blockquote>然而，华尔街仍将阿里巴巴视为强力买入。财报发布后，至少有三位专家对阿里巴巴-SW股票进行了评级。Wall Street Memes仔细研究了阿里巴巴-SW财报公布后专家们的言论。</blockquote></p><p> <b>September quarter’s big miss</b></p><p><blockquote><b>九月季度的大失误</b></blockquote></p><p> Alibaba&nbsp;reported&nbsp;September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.</p><p><blockquote>阿里巴巴-SW公布的9月份季度盈利低于华尔街预期。每股收益下降0.19美元，营收下降6.386亿美元。该公司不仅对第二财季业绩感到失望，而且还提供了软指引。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0700584bcc1964a4ab6d213b455924\" tg-width=\"912\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Figure 2: BABA EPS surprise &amp; estimates by quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：按季度划分的阿里巴巴每股收益惊喜和估计。</span></p></blockquote></p><p> Weaker-than-expected performance can be blamed on China’s economic&nbsp;slowdown&nbsp;during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said&nbsp;that the longer-term growth goals remain on track.:</p><p><blockquote>除了反垄断和数据安全监管等问题外，业绩弱于预期还可以归咎于中国第三季度经济放缓。不过，阿里巴巴-SW集团董事长兼首席执行官张勇表示，长期增长目标仍在正轨上。：</blockquote></p><p>   “  <i>This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”</i>  Alibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue&nbsp;guidance&nbsp;of $145 billion (RMB930 billion). Alibaba now&nbsp;expects&nbsp;the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.</p><p><blockquote>“<i>本季度，阿里巴巴-SW继续坚定地投资于我们的国内消费、全球化和云计算三大战略支柱，为我们未来可持续增长的长期目标奠定坚实的基础。”</i>阿里巴巴-SW对宏观经济状况和竞争格局的悲观看法决定了其2022财年收入指引为1450亿美元（9300亿元人民币）。阿里巴巴-SW目前预计营收将同比增长20%至23%，远低于财报前普遍预期的28.5%。</blockquote></p><p> <b>Experts are still bullish</b></p><p><blockquote><b>专家仍看涨</b></blockquote></p><p> Before the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.</p><p><blockquote>在九月季度财报季之前，卖方对阿里巴巴的共识看起来极其乐观。根据22名分析师的评级，该股被认为是强力买入，只有一个中性和一个卖出建议。</blockquote></p><p> After the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.</p><p><blockquote>财报发布后，至少有三位分析师对阿里巴巴股票表示担忧。尽管这三家公司都下调了目标价，但这些分析师对阿里巴巴的平均预测价仍为221.33美元，这意味着54%的上涨潜力。</blockquote></p><p> CLSA analyst Elinor Leung maintained a buy recommendation on BABA and&nbsp;lowered&nbsp;the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.</p><p><blockquote>里昂证券分析师Elinor Leung维持对阿里巴巴的买入建议，并将该公司目标价从273美元下调至250美元，因为该公司仍有74%的上涨潜力。该分析师认为9月份季度业绩令人失望，但也认为该公司的战略投资继续改善。</blockquote></p><p> Citigroup analyst Alicia Yap also&nbsp;lowered&nbsp;the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.</p><p><blockquote>花旗集团分析师Alicia Yap也将该研究公司对阿里巴巴-SW的目标股价从240美元下调至234美元，上涨潜力为63%，但维持买入建议。叶女士对阿里巴巴-SW的表现并不感到惊讶，尤其是在过去两个月国家统计局零售数据大幅放缓之后。</blockquote></p><p> Lastly, Morgan Stanley analyst Gary Yu&nbsp;maintained&nbsp;his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:</p><p><blockquote>最后，摩根士丹利分析师Gary Yu维持对阿里巴巴的买入建议，并将上涨机会定为25%。阿里巴巴-SW 2022财年收入增长指引下调至20-23%，导致分析师重新审视他的模型并降低价格目标的风险。该分析师还表示：</blockquote></p><p>   <i>\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”</i> </p><p><blockquote><i>“我们估计，鉴于消费和竞争低迷，500-700亿元的增量变化中，略低于一半来自客户管理收入(CMR)下降，部分来自中国零售其他收入。22年第三季度行业GMV仅呈个位数增长。10月份国家统计局网络商品零售额同比增长10.3%，天猫双11 GMV同比增长8.5%。因此，在商家的支持下，我们预计2022年下半年CMR将同比增长4-5%。”</i></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>BABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为还有54%的上涨空间</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\">\nBABA Stock: Despite Earnings Miss, Experts See 54% Upside<blockquote>阿里巴巴股票：尽管盈利未达预期，但专家认为还有54%的上涨空间</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-22 13:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.</p><p><blockquote>中国电子商务巨头阿里巴巴-SW 11月18日公布的财报令人失望。该股反应不佳，下跌11%。然而，华尔街专家仍然认为阿里巴巴被低估了。</blockquote></p><p> Alibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.</p><p><blockquote>阿里巴巴在财报日感到失望。11月18日，这家中国电子商务巨头公布的营收和每股收益均未达到预期。该股在2021年全年遭受重创，今年迄今已下跌近40%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c36e7c677aeece40f848878d4ce5194e\" tg-width=\"685\" tg-height=\"488\" referrerpolicy=\"no-referrer\"><span>Figure 1: Alibaba stock chart price year-to-date.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：阿里巴巴-SW股票图表年初至今的价格。</span></p></blockquote></p><p> However, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.</p><p><blockquote>然而，华尔街仍将阿里巴巴视为强力买入。财报发布后，至少有三位专家对阿里巴巴-SW股票进行了评级。Wall Street Memes仔细研究了阿里巴巴-SW财报公布后专家们的言论。</blockquote></p><p> <b>September quarter’s big miss</b></p><p><blockquote><b>九月季度的大失误</b></blockquote></p><p> Alibaba&nbsp;reported&nbsp;September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.</p><p><blockquote>阿里巴巴-SW公布的9月份季度盈利低于华尔街预期。每股收益下降0.19美元，营收下降6.386亿美元。该公司不仅对第二财季业绩感到失望，而且还提供了软指引。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0700584bcc1964a4ab6d213b455924\" tg-width=\"912\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Figure 2: BABA EPS surprise &amp; estimates by quarter.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：按季度划分的阿里巴巴每股收益惊喜和估计。</span></p></blockquote></p><p> Weaker-than-expected performance can be blamed on China’s economic&nbsp;slowdown&nbsp;during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said&nbsp;that the longer-term growth goals remain on track.:</p><p><blockquote>除了反垄断和数据安全监管等问题外，业绩弱于预期还可以归咎于中国第三季度经济放缓。不过，阿里巴巴-SW集团董事长兼首席执行官张勇表示，长期增长目标仍在正轨上。：</blockquote></p><p>   “  <i>This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”</i>  Alibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue&nbsp;guidance&nbsp;of $145 billion (RMB930 billion). Alibaba now&nbsp;expects&nbsp;the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.</p><p><blockquote>“<i>本季度，阿里巴巴-SW继续坚定地投资于我们的国内消费、全球化和云计算三大战略支柱，为我们未来可持续增长的长期目标奠定坚实的基础。”</i>阿里巴巴-SW对宏观经济状况和竞争格局的悲观看法决定了其2022财年收入指引为1450亿美元（9300亿元人民币）。阿里巴巴-SW目前预计营收将同比增长20%至23%，远低于财报前普遍预期的28.5%。</blockquote></p><p> <b>Experts are still bullish</b></p><p><blockquote><b>专家仍看涨</b></blockquote></p><p> Before the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.</p><p><blockquote>在九月季度财报季之前，卖方对阿里巴巴的共识看起来极其乐观。根据22名分析师的评级，该股被认为是强力买入，只有一个中性和一个卖出建议。</blockquote></p><p> After the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.</p><p><blockquote>财报发布后，至少有三位分析师对阿里巴巴股票表示担忧。尽管这三家公司都下调了目标价，但这些分析师对阿里巴巴的平均预测价仍为221.33美元，这意味着54%的上涨潜力。</blockquote></p><p> CLSA analyst Elinor Leung maintained a buy recommendation on BABA and&nbsp;lowered&nbsp;the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.</p><p><blockquote>里昂证券分析师Elinor Leung维持对阿里巴巴的买入建议，并将该公司目标价从273美元下调至250美元，因为该公司仍有74%的上涨潜力。该分析师认为9月份季度业绩令人失望，但也认为该公司的战略投资继续改善。</blockquote></p><p> Citigroup analyst Alicia Yap also&nbsp;lowered&nbsp;the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.</p><p><blockquote>花旗集团分析师Alicia Yap也将该研究公司对阿里巴巴-SW的目标股价从240美元下调至234美元，上涨潜力为63%，但维持买入建议。叶女士对阿里巴巴-SW的表现并不感到惊讶，尤其是在过去两个月国家统计局零售数据大幅放缓之后。</blockquote></p><p> Lastly, Morgan Stanley analyst Gary Yu&nbsp;maintained&nbsp;his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:</p><p><blockquote>最后，摩根士丹利分析师Gary Yu维持对阿里巴巴的买入建议，并将上涨机会定为25%。阿里巴巴-SW 2022财年收入增长指引下调至20-23%，导致分析师重新审视他的模型并降低价格目标的风险。该分析师还表示：</blockquote></p><p>   <i>\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”</i> </p><p><blockquote><i>“我们估计，鉴于消费和竞争低迷，500-700亿元的增量变化中，略低于一半来自客户管理收入(CMR)下降，部分来自中国零售其他收入。22年第三季度行业GMV仅呈个位数增长。10月份国家统计局网络商品零售额同比增长10.3%，天猫双11 GMV同比增长8.5%。因此，在商家的支持下，我们预计2022年下半年CMR将同比增长4-5%。”</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192020197","content_text":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\nAlibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.\nFigure 1: Alibaba stock chart price year-to-date.\nHowever, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.\nSeptember quarter’s big miss\nAlibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.\nFigure 2: BABA EPS surprise & estimates by quarter.\nWeaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. However, Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group,said that the longer-term growth goals remain on track.:\n\n “\n This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future.”\n\nAlibaba’s gloomy view of macroeconomic conditions and the competitive landscape dictated its fiscal year 2022 revenue guidance of $145 billion (RMB930 billion). Alibaba now expects the top line to grow 20% to 23% year-over-year, quite a bit lower than pre-earnings consensus of 28.5%.\nExperts are still bullish\nBefore the September quarter earnings season, sell-side consensus on BABA looked extremely bullish. Based on 22 analyst rating, the stock was considered a strong buy, with only one neutral and one sell recommendation.\nAfter the earnings report, at least three analysts have weighed on BABA stock. Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.\nCLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.\nCitigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.\nLastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:\n\n\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872493171,"gmtCreate":1637555956454,"gmtModify":1637555956539,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Sounds promising","listText":"Sounds promising","text":"Sounds promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872493171","repostId":"1165702862","repostType":4,"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876830777,"gmtCreate":1637288841501,"gmtModify":1637288841501,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Keep going pls....","listText":"Keep going pls....","text":"Keep going pls....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876830777","repostId":"1196788430","repostType":4,"repost":{"id":"1196788430","kind":"news","pubTimestamp":1637281188,"share":"https://www.laohu8.com/m/news/1196788430?lang=zh_CN&edition=full","pubTime":"2021-11-19 08:19","market":"us","language":"en","title":"Why Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196788430","media":"Motley Fool","summary":"Shares of Rivian Automotive  fell 15% on Thursday, furthering a downward slide in the electric vehic","content":"<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b>&nbsp;</a>&nbsp;fell 15% on Thursday, furthering a downward slide in the electric vehicle maker's share price that began earlier this week.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b> </a>周四下跌15%，进一步加剧了这家电动汽车制造商股价从本周早些时候开始的下滑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e1722334a3a19660f0c9216a8d7b8eb\" tg-width=\"897\" tg-height=\"632\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Rivian certainly made a splash in its public market debut on Nov. 10. Investors quickly bid up the EV upstart's shares to a total market value of over $150 billion, placing its market capitalization nearly as high as industry giants&nbsp;<a href=\"https://laohu8.com/S/F\"><b>Ford</b></a>&nbsp;and&nbsp;<b>General Motors</b><i>combined</i>.</p><p><blockquote>Rivian在11月10日的公开市场首次亮相中确实引起了轰动。投资者迅速将这家电动汽车新贵的股价推高至总市值超过1500亿美元，使其市值接近行业巨头<a href=\"https://laohu8.com/S/F\"><b>福特</b></a>和<b>通用汽车</b><i>联合的</i>.</blockquote></p><p> But after skyrocketing as much as 130% from its $78 initial public offering (IPO) price, Rivian's stock has shed more than 30% of its value in recent days.</p><p><blockquote>但在较78美元的首次公开募股(IPO)价格飙升130%后，Rivian的股价最近几天下跌了30%以上。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Rivian has a lot going for it. Major investors include Ford and&nbsp;<a href=\"https://laohu8.com/S/AMZN\"><b>Amazon.com</b></a>, which own roughly 12% and 20% of Rivian's shares, respectively. Even after today's decline, those equity stakes are valued at approximately $13 billion and $22 billion. That gives Ford and Amazon a lot of incentive to do what they can to bolster Rivian's growth.</p><p><blockquote>Rivian有很多优势。主要投资者包括福特和<a href=\"https://laohu8.com/S/AMZN\"><b>亚马逊</b></a>分别拥有Rivian约12%和20%的股份。即使在今天的下跌之后，这些股权的价值仍约为130亿美元和220亿美元。这给了福特和亚马逊很大的动力去尽其所能来支持Rivian的增长。</blockquote></p><p> For its part, Amazon has placed an order with Rivian for a whopping 100,000 vehicles. The electric delivery vans will be a major part of the e-commerce behemoth's efforts to battle climate change.</p><p><blockquote>就亚马逊而言，亚马逊已经向Rivian下了高达10万辆汽车的订单。电动送货车将成为这家电子商务巨头应对气候变化努力的重要组成部分。</blockquote></p><p> Still, even with the backing of Ford and Amazon, Rivian's success cannot be assured. It's likely to face intense competition from rival EV makers&nbsp;<b>Tesla</b>&nbsp;and&nbsp;<b>Lucid</b>, as well as a host of other challengers. Rivian's shares, therefore, are likely to remain volatile as investors assess its competitive prospects.</p><p><blockquote>尽管如此，即使有Ford和Amazon的支持，Rivian的成功也无法得到保证。它可能会面临来自电动汽车制造商竞争对手的激烈竞争<b>特斯拉</b>和<b>清醒的</b>以及许多其他挑战者。因此，随着投资者评估其竞争前景，Rivian的股价可能会继续波动。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Rivian Stock Plunged Today<blockquote>为什么Rivian股价今天暴跌</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\">2021-11-19 08:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of&nbsp;<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian Automotive</b>&nbsp;</a>&nbsp;fell 15% on Thursday, furthering a downward slide in the electric vehicle maker's share price that began earlier this week.</p><p><blockquote>本公司之股份<a href=\"https://laohu8.com/S/RIVN\"><b>Rivian汽车</b> </a>周四下跌15%，进一步加剧了这家电动汽车制造商股价从本周早些时候开始的下滑。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7e1722334a3a19660f0c9216a8d7b8eb\" tg-width=\"897\" tg-height=\"632\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> Rivian certainly made a splash in its public market debut on Nov. 10. Investors quickly bid up the EV upstart's shares to a total market value of over $150 billion, placing its market capitalization nearly as high as industry giants&nbsp;<a href=\"https://laohu8.com/S/F\"><b>Ford</b></a>&nbsp;and&nbsp;<b>General Motors</b><i>combined</i>.</p><p><blockquote>Rivian在11月10日的公开市场首次亮相中确实引起了轰动。投资者迅速将这家电动汽车新贵的股价推高至总市值超过1500亿美元，使其市值接近行业巨头<a href=\"https://laohu8.com/S/F\"><b>福特</b></a>和<b>通用汽车</b><i>联合的</i>.</blockquote></p><p> But after skyrocketing as much as 130% from its $78 initial public offering (IPO) price, Rivian's stock has shed more than 30% of its value in recent days.</p><p><blockquote>但在较78美元的首次公开募股(IPO)价格飙升130%后，Rivian的股价最近几天下跌了30%以上。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> Rivian has a lot going for it. Major investors include Ford and&nbsp;<a href=\"https://laohu8.com/S/AMZN\"><b>Amazon.com</b></a>, which own roughly 12% and 20% of Rivian's shares, respectively. Even after today's decline, those equity stakes are valued at approximately $13 billion and $22 billion. That gives Ford and Amazon a lot of incentive to do what they can to bolster Rivian's growth.</p><p><blockquote>Rivian有很多优势。主要投资者包括福特和<a href=\"https://laohu8.com/S/AMZN\"><b>亚马逊</b></a>分别拥有Rivian约12%和20%的股份。即使在今天的下跌之后，这些股权的价值仍约为130亿美元和220亿美元。这给了福特和亚马逊很大的动力去尽其所能来支持Rivian的增长。</blockquote></p><p> For its part, Amazon has placed an order with Rivian for a whopping 100,000 vehicles. The electric delivery vans will be a major part of the e-commerce behemoth's efforts to battle climate change.</p><p><blockquote>就亚马逊而言，亚马逊已经向Rivian下了高达10万辆汽车的订单。电动送货车将成为这家电子商务巨头应对气候变化努力的重要组成部分。</blockquote></p><p> Still, even with the backing of Ford and Amazon, Rivian's success cannot be assured. It's likely to face intense competition from rival EV makers&nbsp;<b>Tesla</b>&nbsp;and&nbsp;<b>Lucid</b>, as well as a host of other challengers. Rivian's shares, therefore, are likely to remain volatile as investors assess its competitive prospects.</p><p><blockquote>尽管如此，即使有Ford和Amazon的支持，Rivian的成功也无法得到保证。它可能会面临来自电动汽车制造商竞争对手的激烈竞争<b>特斯拉</b>和<b>清醒的</b>以及许多其他挑战者。因此，随着投资者评估其竞争前景，Rivian的股价可能会继续波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/18/why-rivian-stock-plunged-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/11/18/why-rivian-stock-plunged-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196788430","content_text":"Shares of Rivian Automotive  fell 15% on Thursday, furthering a downward slide in the electric vehicle maker's share price that began earlier this week.\n\nSo what\nRivian certainly made a splash in its public market debut on Nov. 10. Investors quickly bid up the EV upstart's shares to a total market value of over $150 billion, placing its market capitalization nearly as high as industry giants Ford and General Motorscombined.\nBut after skyrocketing as much as 130% from its $78 initial public offering (IPO) price, Rivian's stock has shed more than 30% of its value in recent days.\nNow what\nRivian has a lot going for it. Major investors include Ford and Amazon.com, which own roughly 12% and 20% of Rivian's shares, respectively. Even after today's decline, those equity stakes are valued at approximately $13 billion and $22 billion. That gives Ford and Amazon a lot of incentive to do what they can to bolster Rivian's growth.\nFor its part, Amazon has placed an order with Rivian for a whopping 100,000 vehicles. The electric delivery vans will be a major part of the e-commerce behemoth's efforts to battle climate change.\nStill, even with the backing of Ford and Amazon, Rivian's success cannot be assured. It's likely to face intense competition from rival EV makers Tesla and Lucid, as well as a host of other challengers. Rivian's shares, therefore, are likely to remain volatile as investors assess its competitive prospects.","news_type":1,"symbols_score_info":{"RIVN":0.9,"TSLA":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":3027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876894646,"gmtCreate":1637288584621,"gmtModify":1637288584708,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Oh boy... bleeding&nbsp; little here. Fingers crossed","listText":"Oh boy... bleeding&nbsp; little here. Fingers crossed","text":"Oh boy... bleeding little here. Fingers crossed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876894646","repostId":"2184215893","repostType":2,"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873228025,"gmtCreate":1636950268927,"gmtModify":1636950268927,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Ran up too high I think","listText":"Ran up too high I think","text":"Ran up too high I think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873228025","repostId":"1186426992","repostType":4,"repost":{"id":"1186426992","kind":"news","pubTimestamp":1636944636,"share":"https://www.laohu8.com/m/news/1186426992?lang=zh_CN&edition=full","pubTime":"2021-11-15 10:50","market":"us","language":"en","title":"Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186426992","media":"Motley Fool","summary":"Nvidiais slated to report its third-quarter results for fiscal 2022  after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）定于11月17日星期三收盘后公布2022财年第三季度业绩（基本上是8月至10月期间）。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外，许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情，用韦氏词典的话说，这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上，英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The&nbsp;<b>S&amp;P 500</b>&nbsp;index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日，2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the&nbsp;tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table>  <thead>   <tr>    <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th>    <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财年指引</th></blockquote></p><p></th>    <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th>    <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td>    <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td>    <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td>    <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td>    <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td>    <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td>    <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td>    <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td>    <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源：英伟达和雅虎！金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割，该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言，在第二季度，Nvidia的收入同比增长68%（环比增长15%），达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元，调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元，因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现：</blockquote></p><p> <table>  <thead>   <tr>    <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th>    <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th>    <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td>    <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td>    <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td>    <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td>    <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td>    <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td>    <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td>    <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td>    <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td>    <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td>    <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td>    <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td>    <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td>   </tr>   <tr>    <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td>    <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td>    <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td>    <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td>    <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td>    <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td>    <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源：英伟达。OEM和IP=原始设备制造商和知识产权；不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度，这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中，Colette Kress表示，“游戏平台的增长是由基于该公司Ampere GPU（图形处理单元）架构的GeForce RTX 30系列的持续强劲销售推动的”，正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样，Ampere GPU的增长也推动了专业可视化的增长，尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品，该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度，该产品的销售额为2.66亿美元，占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡，这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好，但最好将这笔钱视为锦上添花。加密货币领域波动极大，因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布，最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧，英伟达遇到了一些监管阻力，因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功，那就太好了，但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样，相对于华尔街的预期，该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季，分析师预测调整后每股收益为1.08美元，营收为68.1亿美元，同比分别增长40%和36%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</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\">2021-11-15 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）定于11月17日星期三收盘后公布2022财年第三季度业绩（基本上是8月至10月期间）。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外，许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情，用韦氏词典的话说，这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上，英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The&nbsp;<b>S&amp;P 500</b>&nbsp;index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日，2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the&nbsp;tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table>  <thead>   <tr>    <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th>    <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财年指引</th></blockquote></p><p></th>    <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th>    <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td>    <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td>    <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td>    <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td>    <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td>    <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td>    <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td>    <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td>    <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源：英伟达和雅虎！金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割，该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言，在第二季度，Nvidia的收入同比增长68%（环比增长15%），达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元，调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元，因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现：</blockquote></p><p> <table>  <thead>   <tr>    <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th>    <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th>    <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td>    <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td>    <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td>    <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td>    <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td>    <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td>    <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td>    <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td>    <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td>    <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td>    <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td>    <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td>    <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td>   </tr>   <tr>    <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td>    <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td>    <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td>    <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td>    <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td>    <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td>    <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源：英伟达。OEM和IP=原始设备制造商和知识产权；不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度，这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中，Colette Kress表示，“游戏平台的增长是由基于该公司Ampere GPU（图形处理单元）架构的GeForce RTX 30系列的持续强劲销售推动的”，正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样，Ampere GPU的增长也推动了专业可视化的增长，尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品，该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度，该产品的销售额为2.66亿美元，占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡，这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好，但最好将这笔钱视为锦上添花。加密货币领域波动极大，因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布，最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧，英伟达遇到了一些监管阻力，因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功，那就太好了，但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样，相对于华尔街的预期，该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季，分析师预测调整后每股收益为1.08美元，营收为68.1亿美元，同比分别增长40%和36%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879755986,"gmtCreate":1636778152082,"gmtModify":1636778152082,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Looks like a good investment.&nbsp;","listText":"Looks like a good investment.&nbsp;","text":"Looks like a good investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879755986","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">2021-11-13 10:36</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>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847665665,"gmtCreate":1636514639333,"gmtModify":1636514639420,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Please head south on opening so I can buy some","listText":"Please head south on opening so I can buy some","text":"Please head south on opening so I can buy some","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847665665","repostId":"1199193612","repostType":4,"repost":{"id":"1199193612","kind":"news","pubTimestamp":1636510239,"share":"https://www.laohu8.com/m/news/1199193612?lang=zh_CN&edition=full","pubTime":"2021-11-10 10:10","market":"us","language":"en","title":"Rivian Prices Shares at $78 in Highly Anticipated IPO<blockquote>Rivian在备受期待的IPO中股价为78美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199193612","media":"Wall Street Journal","summary":"Rivian Automotive Inc. priced its highly anticipated initial public offering at $78 a share, well ab","content":"<p>Rivian Automotive Inc. priced its&nbsp;highly anticipated initial public offering&nbsp;at $78 a share, well above its raised expectations, valuing the electric-vehicle maker at more than $77 billion on a fully diluted basis, according to a person familiar with the matter.</p><p><blockquote>据一位知情人士透露，Rivian汽车公司将其备受期待的首次公开募股定价为每股78美元，远高于其上调的预期，在完全稀释的基础上，这家电动汽车制造商的估值超过770亿美元。</blockquote></p><p> The company, backed by&nbsp;Amazon.comInc.,was expected to raise about $12 billion in the offering by selling more shares than it originally planned. The amount of shares to be sold was still moving around late Tuesday, a person familiar with the matter said, so that number could change.</p><p><blockquote>这家由亚马逊支持的公司预计将通过发售比原计划更多的股票来筹集约120亿美元。一位知情人士表示，周二晚间，待售股票数量仍在波动，因此这一数字可能会发生变化。</blockquote></p><p> Rivian said on Friday that it aimed to sell shares at a price of $72 to $74 a&nbsp;piece, up from&nbsp;its initial targeted range&nbsp;of $57 to $62.</p><p><blockquote>Rivian周五表示，其目标是以每股72美元至74美元的价格出售股票，高于最初57美元至62美元的目标区间。</blockquote></p><p> On its roadshow pitch to investors, Rivian’s bankers compared the company to electric-vehicle giant&nbsp;Tesla&nbsp;Inc.,whose explosive share increase has handed it a market capitalization of more than $1 trillion. Though Rivian is at a much earlier stage, has big losses and had no revenue until very recently, investors were clearly receptive and drawn to the company’s growth potential.</p><p><blockquote>在向投资者进行的路演推介中，Rivian的银行家将该公司与电动汽车巨头特斯拉公司进行了比较，后者股价的爆炸性增长使其市值超过1万亿美元。尽管Rivian还处于更早的阶段，亏损巨大，直到最近才有收入，但投资者显然接受并被该公司的增长潜力所吸引。</blockquote></p><p> Ahead of its IPO, Rivian lined up a long list of so-called anchor investors who had indicated interest in buying $5 billion in stock. Among those who said they would buy shares at the IPO price were Amazon and investment firms&nbsp;T. Rowe Price Group&nbsp;Inc.,Coatue Management and Franklin Templeton.</p><p><blockquote>在IPO之前，Rivian列出了一长串所谓的锚定投资者，他们表示有兴趣购买50亿美元的股票。表示将以IPO价格购买股票的公司包括亚马逊和投资公司T。Rowe Price Group Inc.、Coatue Management和富兰克林邓普顿。</blockquote></p><p> RJ Scaringe founded the company that would go on to become Rivian in 2009, originally with a plan to make a sports car. It switched its focus to electric pickup trucks and SUVs as that segment of the auto market grew in popularity. The startup has burned through cash prodigiously. From the start of 2020 through this June, it posted an operating loss of about $2 billion, according to a company filing. In the last quarter it estimated a loss of between $745 million and $795 million, according to a company filing.</p><p><blockquote>RJ Scaringe于2009年创立了这家后来成为Rivian的公司，最初计划生产一款跑车。随着电动皮卡和SUV这一汽车市场越来越受欢迎，它将重点转向了电动皮卡和SUV。这家初创公司已经消耗了大量现金。根据公司文件，从2020年初到今年6月，该公司的运营亏损约为20亿美元。根据公司文件，上个季度该公司预计亏损在7.45亿美元至7.95亿美元之间。</blockquote></p><p> Rivian has said it will launch three models by the end of the year. Among those is an electric delivery truck designed and built for Amazon. The e-retailer has an order for 100,000 of the trucks, which Rivian said in filings it plans to deliver by 2025.</p><p><blockquote>Rivian曾表示将在年底前推出三款车型。其中包括为亚马逊设计和制造的电动送货卡车。这家电子零售商订购了10万辆卡车，Rivian在文件中表示，计划到2025年交付。</blockquote></p><p> The $77 billion-plus valuation is a multiple of what Rivian was worth less than a year ago:A fundraising round in January&nbsp;valued the company at $27.6 billion, The Wall Street Journal reported.</p><p><blockquote>据《华尔街日报》报道，超过770亿美元的估值是Rivian不到一年前估值的数倍：1月份的一轮融资对该公司的估值为276亿美元。</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>Rivian Prices Shares at $78 in Highly Anticipated IPO<blockquote>Rivian在备受期待的IPO中股价为78美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian Prices Shares at $78 in Highly Anticipated IPO<blockquote>Rivian在备受期待的IPO中股价为78美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-11-10 10:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Rivian Automotive Inc. priced its&nbsp;highly anticipated initial public offering&nbsp;at $78 a share, well above its raised expectations, valuing the electric-vehicle maker at more than $77 billion on a fully diluted basis, according to a person familiar with the matter.</p><p><blockquote>据一位知情人士透露，Rivian汽车公司将其备受期待的首次公开募股定价为每股78美元，远高于其上调的预期，在完全稀释的基础上，这家电动汽车制造商的估值超过770亿美元。</blockquote></p><p> The company, backed by&nbsp;Amazon.comInc.,was expected to raise about $12 billion in the offering by selling more shares than it originally planned. The amount of shares to be sold was still moving around late Tuesday, a person familiar with the matter said, so that number could change.</p><p><blockquote>这家由亚马逊支持的公司预计将通过发售比原计划更多的股票来筹集约120亿美元。一位知情人士表示，周二晚间，待售股票数量仍在波动，因此这一数字可能会发生变化。</blockquote></p><p> Rivian said on Friday that it aimed to sell shares at a price of $72 to $74 a&nbsp;piece, up from&nbsp;its initial targeted range&nbsp;of $57 to $62.</p><p><blockquote>Rivian周五表示，其目标是以每股72美元至74美元的价格出售股票，高于最初57美元至62美元的目标区间。</blockquote></p><p> On its roadshow pitch to investors, Rivian’s bankers compared the company to electric-vehicle giant&nbsp;Tesla&nbsp;Inc.,whose explosive share increase has handed it a market capitalization of more than $1 trillion. Though Rivian is at a much earlier stage, has big losses and had no revenue until very recently, investors were clearly receptive and drawn to the company’s growth potential.</p><p><blockquote>在向投资者进行的路演推介中，Rivian的银行家将该公司与电动汽车巨头特斯拉公司进行了比较，后者股价的爆炸性增长使其市值超过1万亿美元。尽管Rivian还处于更早的阶段，亏损巨大，直到最近才有收入，但投资者显然接受并被该公司的增长潜力所吸引。</blockquote></p><p> Ahead of its IPO, Rivian lined up a long list of so-called anchor investors who had indicated interest in buying $5 billion in stock. Among those who said they would buy shares at the IPO price were Amazon and investment firms&nbsp;T. Rowe Price Group&nbsp;Inc.,Coatue Management and Franklin Templeton.</p><p><blockquote>在IPO之前，Rivian列出了一长串所谓的锚定投资者，他们表示有兴趣购买50亿美元的股票。表示将以IPO价格购买股票的公司包括亚马逊和投资公司T。Rowe Price Group Inc.、Coatue Management和富兰克林邓普顿。</blockquote></p><p> RJ Scaringe founded the company that would go on to become Rivian in 2009, originally with a plan to make a sports car. It switched its focus to electric pickup trucks and SUVs as that segment of the auto market grew in popularity. The startup has burned through cash prodigiously. From the start of 2020 through this June, it posted an operating loss of about $2 billion, according to a company filing. In the last quarter it estimated a loss of between $745 million and $795 million, according to a company filing.</p><p><blockquote>RJ Scaringe于2009年创立了这家后来成为Rivian的公司，最初计划生产一款跑车。随着电动皮卡和SUV这一汽车市场越来越受欢迎，它将重点转向了电动皮卡和SUV。这家初创公司已经消耗了大量现金。根据公司文件，从2020年初到今年6月，该公司的运营亏损约为20亿美元。根据公司文件，上个季度该公司预计亏损在7.45亿美元至7.95亿美元之间。</blockquote></p><p> Rivian has said it will launch three models by the end of the year. Among those is an electric delivery truck designed and built for Amazon. The e-retailer has an order for 100,000 of the trucks, which Rivian said in filings it plans to deliver by 2025.</p><p><blockquote>Rivian曾表示将在年底前推出三款车型。其中包括为亚马逊设计和制造的电动送货卡车。这家电子零售商订购了10万辆卡车，Rivian在文件中表示，计划到2025年交付。</blockquote></p><p> The $77 billion-plus valuation is a multiple of what Rivian was worth less than a year ago:A fundraising round in January&nbsp;valued the company at $27.6 billion, The Wall Street Journal reported.</p><p><blockquote>据《华尔街日报》报道，超过770亿美元的估值是Rivian不到一年前估值的数倍：1月份的一轮融资对该公司的估值为276亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/rivian-prices-ipo-at-78-above-raised-target-range-11636502188?siteid=yhoof2\">Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.wsj.com/articles/rivian-prices-ipo-at-78-above-raised-target-range-11636502188?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199193612","content_text":"Rivian Automotive Inc. priced its highly anticipated initial public offering at $78 a share, well above its raised expectations, valuing the electric-vehicle maker at more than $77 billion on a fully diluted basis, according to a person familiar with the matter.\nThe company, backed by Amazon.comInc.,was expected to raise about $12 billion in the offering by selling more shares than it originally planned. The amount of shares to be sold was still moving around late Tuesday, a person familiar with the matter said, so that number could change.\nRivian said on Friday that it aimed to sell shares at a price of $72 to $74 a piece, up from its initial targeted range of $57 to $62.\nOn its roadshow pitch to investors, Rivian’s bankers compared the company to electric-vehicle giant Tesla Inc.,whose explosive share increase has handed it a market capitalization of more than $1 trillion. Though Rivian is at a much earlier stage, has big losses and had no revenue until very recently, investors were clearly receptive and drawn to the company’s growth potential.\nAhead of its IPO, Rivian lined up a long list of so-called anchor investors who had indicated interest in buying $5 billion in stock. Among those who said they would buy shares at the IPO price were Amazon and investment firms T. Rowe Price Group Inc.,Coatue Management and Franklin Templeton.\nRJ Scaringe founded the company that would go on to become Rivian in 2009, originally with a plan to make a sports car. It switched its focus to electric pickup trucks and SUVs as that segment of the auto market grew in popularity. The startup has burned through cash prodigiously. From the start of 2020 through this June, it posted an operating loss of about $2 billion, according to a company filing. In the last quarter it estimated a loss of between $745 million and $795 million, according to a company filing.\nRivian has said it will launch three models by the end of the year. Among those is an electric delivery truck designed and built for Amazon. The e-retailer has an order for 100,000 of the trucks, which Rivian said in filings it plans to deliver by 2025.\nThe $77 billion-plus valuation is a multiple of what Rivian was worth less than a year ago:A fundraising round in January valued the company at $27.6 billion, The Wall Street Journal reported.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845995808,"gmtCreate":1636260424149,"gmtModify":1636260424240,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Too furious too fast. Greed!","listText":"Too furious too fast. Greed!","text":"Too furious too fast. Greed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845995808","repostId":"2181744416","repostType":4,"repost":{"id":"2181744416","kind":"highlight","pubTimestamp":1636161660,"share":"https://www.laohu8.com/m/news/2181744416?lang=zh_CN&edition=full","pubTime":"2021-11-06 09:21","market":"hk","language":"en","title":"Popular Hot Pot Restaurant Brand Haidilao to Shut Down 300 Restaurants in China<blockquote>受欢迎的火锅餐厅品牌海底捞将在中国关闭300家餐厅</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2181744416","media":"钛媒体","summary":"BEIJING, November 5 (TMTPOST) — Popular Chinese hot pot restaurant brand Haidilao (06862.HK) has ann","content":"<p>BEIJING, November 5 (TMTPOST) — <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> Chinese hot pot restaurant brand Haidilao (06862.HK) has announced on Friday that it will close down around 300 restaurants in China that fail to meet revenue expectations or have low customer traffic by December 31st 2021. According to Haidilao’s statement, some of the restaurants will suspend operation temporarily and will reopen after adjustment within two years. Haidilao has promised that it will not lay off staff and will rearrange employees working in the affected restaurants.</p><p><blockquote>北京11月5日电（钛媒体）——<a href=\"https://laohu8.com/S/BPOPN\">流行的</a>中国火锅餐厅品牌海底捞（06862.HK）周五宣布，将在2021年12月31日之前关闭中国约300家未达到收入预期或客流量较低的餐厅。根据海底捞的声明，部分餐厅将暂时停止营业，两年内调整后重新开业。海底捞承诺不会裁员，将重新安排在受影响餐厅工作的员工。</blockquote></p><p> Haidilao is a popular go-to hot pot restaurant brand in China, especially popular among young consumers.</p><p><blockquote>海底捞是中国广受欢迎的火锅餐厅品牌，尤其受到年轻消费者的欢迎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35715cef35710a06dc52a2418de4d934\" tg-width=\"1400\" tg-height=\"849\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Haidilao’s business adjustment plan, titled “the Woodpecker”, will be directed by the company’s executive director and vice CEO Yang Lijuan. Besides paying close attention to Haidilao restaurants with poor business performance both at home and overseas, the plan also includes measures such as rebuilding some key departments and restoring the regional management systems. In addition, scientific key performance indicators will be set up for all departments while the promotion of the brand’s culture will be further strengthened. Business expansion plans will be limited accordingly. According to Haidilao, the company will not in principle consider expanding if the table turnover rate remains lower than four times a day.</p><p><blockquote>海底捞的业务调整计划名为“啄木鸟”，将由公司执行董事兼副首席执行官杨丽娟负责。除了密切关注国内外经营业绩不佳的海底捞餐厅外，该计划还包括重建部分关键部门、恢复区域管理系统等措施。此外，将为各部门设立科学的关键绩效指标，同时进一步加强品牌文化的推广。业务扩张计划将受到相应限制。按照海底捞的说法，如果翻桌率保持在每天4次以下，公司原则上不会考虑扩张。</blockquote></p><p> Haidilao started a massive business expansion in 2020. The company’s 2020 fiscal report shows the number of Haidilao restaurants grew by 530 to 1,298. Haidilao opened 544 new restaurants while closing 14 restaurants in 2020. However, Haidilao’s table turnover rate decreased from 2019’s 4.8 times per day to 3.5 times per day.</p><p><blockquote>海底捞在2020年开始了大规模的业务扩张。该公司2020年财报显示，海底捞餐厅数量增长530家至1298家。海底捞在2020年新开了544家餐厅，同时关闭了14家餐厅。不过，海底捞翻台率从2019年的4.8次/天下降至3.5次/天。</blockquote></p><p> “I was wrong. I made the decision to expand last year, a decision turned out to be based on blind faith in the market,” Zhang Yong, Haidilao’s founder said. “I only realized this back in January this year. But it wasn’t until March that I took action about it.”</p><p><blockquote>海底捞创始人张勇表示：“我错了。我去年做出了扩张的决定，结果证明这个决定是基于对市场的盲目信念。”“我今年1月才意识到这一点。但直到3月我才采取行动。”</blockquote></p><p> Haidilao’s share price experienced a sharp dive after rapid growth after the Spring Festival earlier this year. Haidilao’s share price grew by 5.46% and closed at HK$21.05 per share today, setting the company’s valuation at HK$115 billion. In comparison, Haidilao’s share price hit HK$85.75 per share in February, a record high for the company. Haidilao’s valuation even surpassed HK$460 billion at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point.</p><p><blockquote>海底捞股价在今年初春节后快速增长后出现大幅跳水。海底捞股价增长5.46%，今日收报21.05港元/股，将公司估值定为1150亿港元。相比之下，海底捞股价在2月份触及每股85.75港元，创公司历史新高。海底捞估值甚至超过4600亿港元<a href=\"https://laohu8.com/S/AONE.U\">一</a>点。</blockquote></p><p></p>","source":"taimeiti","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>Popular Hot Pot Restaurant Brand Haidilao to Shut Down 300 Restaurants in China<blockquote>受欢迎的火锅餐厅品牌海底捞将在中国关闭300家餐厅</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\">\nPopular Hot Pot Restaurant Brand Haidilao to Shut Down 300 Restaurants in China<blockquote>受欢迎的火锅餐厅品牌海底捞将在中国关闭300家餐厅</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">钛媒体</strong><span class=\"h-time small\">2021-11-06 09:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BEIJING, November 5 (TMTPOST) — <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> Chinese hot pot restaurant brand Haidilao (06862.HK) has announced on Friday that it will close down around 300 restaurants in China that fail to meet revenue expectations or have low customer traffic by December 31st 2021. According to Haidilao’s statement, some of the restaurants will suspend operation temporarily and will reopen after adjustment within two years. Haidilao has promised that it will not lay off staff and will rearrange employees working in the affected restaurants.</p><p><blockquote>北京11月5日电（钛媒体）——<a href=\"https://laohu8.com/S/BPOPN\">流行的</a>中国火锅餐厅品牌海底捞（06862.HK）周五宣布，将在2021年12月31日之前关闭中国约300家未达到收入预期或客流量较低的餐厅。根据海底捞的声明，部分餐厅将暂时停止营业，两年内调整后重新开业。海底捞承诺不会裁员，将重新安排在受影响餐厅工作的员工。</blockquote></p><p> Haidilao is a popular go-to hot pot restaurant brand in China, especially popular among young consumers.</p><p><blockquote>海底捞是中国广受欢迎的火锅餐厅品牌，尤其受到年轻消费者的欢迎。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/35715cef35710a06dc52a2418de4d934\" tg-width=\"1400\" tg-height=\"849\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Haidilao’s business adjustment plan, titled “the Woodpecker”, will be directed by the company’s executive director and vice CEO Yang Lijuan. Besides paying close attention to Haidilao restaurants with poor business performance both at home and overseas, the plan also includes measures such as rebuilding some key departments and restoring the regional management systems. In addition, scientific key performance indicators will be set up for all departments while the promotion of the brand’s culture will be further strengthened. Business expansion plans will be limited accordingly. According to Haidilao, the company will not in principle consider expanding if the table turnover rate remains lower than four times a day.</p><p><blockquote>海底捞的业务调整计划名为“啄木鸟”，将由公司执行董事兼副首席执行官杨丽娟负责。除了密切关注国内外经营业绩不佳的海底捞餐厅外，该计划还包括重建部分关键部门、恢复区域管理系统等措施。此外，将为各部门设立科学的关键绩效指标，同时进一步加强品牌文化的推广。业务扩张计划将受到相应限制。按照海底捞的说法，如果翻桌率保持在每天4次以下，公司原则上不会考虑扩张。</blockquote></p><p> Haidilao started a massive business expansion in 2020. The company’s 2020 fiscal report shows the number of Haidilao restaurants grew by 530 to 1,298. Haidilao opened 544 new restaurants while closing 14 restaurants in 2020. However, Haidilao’s table turnover rate decreased from 2019’s 4.8 times per day to 3.5 times per day.</p><p><blockquote>海底捞在2020年开始了大规模的业务扩张。该公司2020年财报显示，海底捞餐厅数量增长530家至1298家。海底捞在2020年新开了544家餐厅，同时关闭了14家餐厅。不过，海底捞翻台率从2019年的4.8次/天下降至3.5次/天。</blockquote></p><p> “I was wrong. I made the decision to expand last year, a decision turned out to be based on blind faith in the market,” Zhang Yong, Haidilao’s founder said. “I only realized this back in January this year. But it wasn’t until March that I took action about it.”</p><p><blockquote>海底捞创始人张勇表示：“我错了。我去年做出了扩张的决定，结果证明这个决定是基于对市场的盲目信念。”“我今年1月才意识到这一点。但直到3月我才采取行动。”</blockquote></p><p> Haidilao’s share price experienced a sharp dive after rapid growth after the Spring Festival earlier this year. Haidilao’s share price grew by 5.46% and closed at HK$21.05 per share today, setting the company’s valuation at HK$115 billion. In comparison, Haidilao’s share price hit HK$85.75 per share in February, a record high for the company. Haidilao’s valuation even surpassed HK$460 billion at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point.</p><p><blockquote>海底捞股价在今年初春节后快速增长后出现大幅跳水。海底捞股价增长5.46%，今日收报21.05港元/股，将公司估值定为1150亿港元。相比之下，海底捞股价在2月份触及每股85.75港元，创公司历史新高。海底捞估值甚至超过4600亿港元<a href=\"https://laohu8.com/S/AONE.U\">一</a>点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.tmtpost.com/5842325.html?rss=qcloud\">钛媒体</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":{"06862":"海底捞"},"source_url":"https://www.tmtpost.com/5842325.html?rss=qcloud","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181744416","content_text":"BEIJING, November 5 (TMTPOST) — Popular Chinese hot pot restaurant brand Haidilao (06862.HK) has announced on Friday that it will close down around 300 restaurants in China that fail to meet revenue expectations or have low customer traffic by December 31st 2021. According to Haidilao’s statement, some of the restaurants will suspend operation temporarily and will reopen after adjustment within two years. Haidilao has promised that it will not lay off staff and will rearrange employees working in the affected restaurants.\nHaidilao is a popular go-to hot pot restaurant brand in China, especially popular among young consumers.\n\nHaidilao’s business adjustment plan, titled “the Woodpecker”, will be directed by the company’s executive director and vice CEO Yang Lijuan. Besides paying close attention to Haidilao restaurants with poor business performance both at home and overseas, the plan also includes measures such as rebuilding some key departments and restoring the regional management systems. In addition, scientific key performance indicators will be set up for all departments while the promotion of the brand’s culture will be further strengthened. Business expansion plans will be limited accordingly. According to Haidilao, the company will not in principle consider expanding if the table turnover rate remains lower than four times a day.\nHaidilao started a massive business expansion in 2020. The company’s 2020 fiscal report shows the number of Haidilao restaurants grew by 530 to 1,298. Haidilao opened 544 new restaurants while closing 14 restaurants in 2020. However, Haidilao’s table turnover rate decreased from 2019’s 4.8 times per day to 3.5 times per day.\n“I was wrong. I made the decision to expand last year, a decision turned out to be based on blind faith in the market,” Zhang Yong, Haidilao’s founder said. “I only realized this back in January this year. But it wasn’t until March that I took action about it.”\nHaidilao’s share price experienced a sharp dive after rapid growth after the Spring Festival earlier this year. Haidilao’s share price grew by 5.46% and closed at HK$21.05 per share today, setting the company’s valuation at HK$115 billion. In comparison, Haidilao’s share price hit HK$85.75 per share in February, a record high for the company. Haidilao’s valuation even surpassed HK$460 billion at one point.","news_type":1,"symbols_score_info":{"06862":0.9}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845995001,"gmtCreate":1636260348294,"gmtModify":1636260348411,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"A buying opportunity&nbsp; I think","listText":"A buying opportunity&nbsp; I think","text":"A buying opportunity I think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845995001","repostId":"1198292123","repostType":4,"repost":{"id":"1198292123","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":1636111336,"share":"https://www.laohu8.com/m/news/1198292123?lang=zh_CN&edition=full","pubTime":"2021-11-05 19:22","market":"us","language":"en","title":"DraftKings quarterly results miss estimates<blockquote>DraftKings季度业绩未达预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198292123","media":"Tiger Newspress","summary":"DraftKings stock fell more than 5% in premarket trading after the digital sports entertainment and g","content":"<p>DraftKings stock fell more than 5% in premarket trading&nbsp;after the digital sports entertainment and gaming company reported third-quarter loss that surprisingly widened and revenue that missed forecasts, as cost of revenue and marketing spending jumped. </p><p><blockquote>DraftKings股价在盘前交易中下跌超过5%，此前这家数字体育娱乐和游戏公司报告称，由于收入成本和营销支出大幅增加，第三季度亏损意外扩大，收入低于预期。</blockquote></p><p> The net loss widened to $545.0 million, or $1.35 a share, from $395.7 million, or $1.11 a share, in the year-ago period. The FactSet per-share loss consensus of 98 cents, and a GAAP consensus of $1.09. Revenue grew 60.2% to $212.82 million, below the FactSet consensus of $236.9 million, as cost of revenue jumped 76.8% to $170.75 million and sales and marketing spending climbed 49.3% to $303.66 million.</p><p><blockquote>净亏损从去年同期的3.957亿美元，即每股1.11美元扩大至5.45亿美元，即每股1.35美元。FactSet每股亏损共识为98美分，GAAP共识为1.09美元。收入增长60.2%至2.1282亿美元，低于FactSet共识的2.369亿美元，收入成本跃升76.8%至1.7075亿美元，销售和营销支出攀升49.3%至3.0366亿美元。</blockquote></p><p>  \"On a same state basis and taking into consideration lower than expected hold primarily due to NFL game outcomes, third quarter revenue would have been $40 million higher,\" the company stated. Monthly unique payers (MUP) rose 31% and average revenue per MUP increased 38% to $47. </p><p><blockquote>该公司表示：“在相同的州基础上，并考虑到主要由于NFL比赛结果导致持有量低于预期，第三季度收入将增加4000万美元。”每月唯一付款人(MUP)增长31%，每个MUP的平均收入增长38%，达到47美元。</blockquote></p><p> The company revised its 2021 revenue outlook to $1.24 billion to $1.28 billion from $1.21 billion to $1.29 billion, but the outlook was below the FactSet consensus of $1.29 billion. </p><p><blockquote>该公司将2021年营收预期从12.1亿美元至12.9亿美元上调至12.4亿美元至12.8亿美元，但该预期低于FactSet普遍预期的12.9亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e171d74e5b4ebadc99737c8422ab2ab4\" tg-width=\"849\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> DraftKings Inc.&nbsp;today reported third quarter 2021 financial results.</p><p><blockquote>DraftKings Inc.今天公布了2021年第三季度财务业绩。</blockquote></p><p> <b><u>Third Quarter 2021 Highlights</u></b></p><p><blockquote><b><u>2021年第三季度亮点</u></b></blockquote></p><p> For the three months ended September 30, 2021, DraftKings reported revenue of $213 million, an increase of 60% compared to $133 million during the same period in 2020. Third quarter 2021 revenue was in-line with the guidance the Company previously provided during its second quarter earnings conference call on August 6, 2021.</p><p><blockquote>截至2021年9月30日的三个月，DraftKings报告收入为2.13亿美元，与2020年同期的1.33亿美元相比增长60%。2021年第三季度收入与该公司此前在2021年8月6日第二季度收益电话会议上提供的指引一致。</blockquote></p><p> “DraftKings had a strong third quarter that highlights our team’s unique ability to drive engagement with our core customers while simultaneously launching new states and verticals and completing the complex migration to our own in-house technology ahead of schedule,” said Jason Robins, DraftKings’ co-founder, Chief Executive Officer and Chairman of the Board. “Since migrating, They have rapidly added innovative features and functionality to our top-ranked mobile sports betting app. They are also excited that our new growth initiatives, including DraftKings Marketplace and our content and media business, demonstrated promising early results in the quarter.”</p><p><blockquote>DraftKings联合创始人、首席执行官兼董事会主席Jason Robins表示：“DraftKings第三季度表现强劲，凸显了我们团队在推动与核心客户互动的独特能力，同时推出新的州和垂直市场，并提前完成向我们自己内部技术的复杂迁移。”“自迁移以来，他们迅速为我们排名第一的移动体育博彩应用程序添加了创新特性和功能。他们还对我们的新增长计划（包括DraftKings Marketplace以及我们的内容和媒体业务）在本季度展示了有希望的早期业绩感到兴奋。”</blockquote></p><p> Jason Park, DraftKings’ Chief Financial Officer, added, “Fundamental user acquisition, retention and engagement trends in the third quarter were outstanding across all of our online gaming products. They delivered $213 million in third quarter revenue which represents a 60% year-over-year increase. On a same state basis and taking into consideration lower than expected hold primarily due to NFL game outcomes, third quarter revenue would have been $40 million higher. Our key performance indicators also continued to grow, as Monthly Unique Payers increased by 31% and Average Revenue Per Monthly Unique Payer grew by 38%. They are increasing the midpoint of our 2021 revenue guidance and introducing 2022 revenue guidance which points to another year of strong growth in existing states for DraftKings.”</p><p><blockquote>DraftKings首席财务官Jason Park补充道：“第三季度我们所有在线游戏产品的基本用户获取、保留和参与趋势都非常出色。他们第三季度的收入为2.13亿美元，同比增长60%。在相同的州基础上，并考虑到主要由于NFL比赛结果导致的低于预期的持有，第三季度的收入将增加4000万美元。我们的关键绩效指标也持续增长，每月独立付款人增长了31%，每月独立付款人的平均收入增长了38%。他们正在提高我们2021年收入指引的中点，并推出2022年收入指引，这表明DraftKings在现有州又将实现强劲增长。”</blockquote></p><p> <b><u>Continued Healthy Growth in Player Retention, Acquisition and Engagement</u></b></p><p><blockquote><b><u>玩家保留、收购及参与度持续健康增长</u></b></blockquote></p><p> <ul>  <li>Monthly Unique Payers (“MUPs”) for our B2C segment increased 31% compared to the third quarter of 2020. On average, 1.3 million monthly unique paying customers engaged with DraftKings during each month of the third quarter. The increase reflects strong unique payer retention and acquisition across our Sportsbook and iGaming product offerings as well as the expansion of our Sportsbook and iGaming product offerings into new states.</li>  <li>Average Revenue per MUP (“ARPMUP”) was $47 in the third quarter of 2021 representing a 38% increase versus the same period in 2020. Our ARPMUP benefitted from continued mix shift into our sportsbook and iGaming product offerings, cross selling our customers into more products and stronger engagement within product verticals.</li>  <li>DraftKings delivered strong growth in MUPs and ARPMUP in the third quarter of 2021 without contribution from major sports such as the NBA and NHL which resumed their respective seasons in the third quarter of 2020 following suspension in March 2020 due to COVID-19.</li> </ul> <b><u>Increasing Midpoint of 2021 Revenue Guidance and Introducing 2022 Revenue Guidance</u></b></p><p><blockquote><ul><li>与2020年第三季度相比，我们B2C部门的每月唯一付款人（“MUP”）增长了31%。在第三季度的每个月，平均每月有130万独立付费客户使用DraftKings。这一增长反映了我们的Sportsbook和iGaming产品中强大的独特支付者保留率和收购率，以及我们的Sportsbook和iGaming产品扩展到新的州。</li><li>2021年第三季度每个MUP的平均收入（“ARPMUP”）为47美元，较2020年同期增长38%。我们的ARPMUP受益于向我们的sportsbook和iGaming产品组合的持续转变，向我们的客户交叉销售更多产品以及产品垂直领域内更强的参与度。</li><li>DraftKings在2021年第三季度实现了MUPs和ARPMUP的强劲增长，但没有NBA和NHL等主要体育项目的贡献，这些项目在2020年3月因新冠肺炎而暂停后，于2020年第三季度恢复了各自的赛季。</li></ul><b><u>提高2021年收入指引中点并引入2022年收入指引</u></b></blockquote></p><p></p><p> <ul>  <li>DraftKings is increasing the midpoint of its fiscal year 2021 revenue guidance to $1.26 billion and narrowing the guidance range of $1.21 billion to $1.29 billion to a range of $1.24 billion to $1.28 billion, which equates to year-over-year growth of 93% to 99%.</li>  <li>This guidance reflects strong results year-to-date, completed new state launches and our demonstrated ability to engage users and acquire customers efficiently and does not include the impact of any new state launches after November 5th, 2021.</li>  <li>DraftKings’ 2021 revenue guidance also includes a $25 million negative revenue impact primarily due to customer-friendly NFL event outcomes in October.</li>  <li>DraftKings is also introducing 2022 revenue guidance of $1.7 billion to $1.9 billion, which equates to 43% year-over-year growth based on the midpoints of the Company’s 2021 revenue guidance range and the Company’s 2022 revenue guidance range. This range is based on the same assumptions used for the Company’s 2021 guidance, including no impact from any new state launches after November 5th, 2021.</li>  <li>Detailed financial data and other information is available in DraftKings’ Quarterly Report on Form 10-Q, which will be filed today with the Securities and Exchange Commission (the “SEC”), as well as in a slide presentation that can be accessed through the “Investors” section of the Company’s website atinvestors.draftkings.com.</li> </ul> <b><u>DraftKings’ Expanded Mobile Sports Betting and iGaming Footprint</u></b></p><p><blockquote><ul><li>DraftKings将2021财年收入指引的中点上调至12.6亿美元，并将12.1亿至12.9亿美元的指引范围收窄至12.4亿至12.8亿美元，相当于同比增长93%至99%。</li><li>该指南反映了年初至今的强劲业绩、已完成的新州发布以及我们展示的有效吸引用户和获取客户的能力，不包括2021年11月5日之后任何新州发布的影响。</li><li>DraftKings的2021年收入指引还包括2500万美元的负面收入影响，主要是由于10月份对客户友好的NFL赛事结果。</li><li>DraftKings还推出了17亿至19亿美元的2022年收入指导，根据该公司2021年收入指导范围和2022年收入指导范围的中点，这相当于同比增长43%。该范围基于公司2021年指导中使用的相同假设，包括2021年11月5日之后任何新州发布都不会产生影响。</li><li>详细的财务数据和其他信息可在DraftKings的10-Q表格季度报告中找到，该报告将于今天提交给美国证券交易委员会（“SEC”），以及可通过以下方式访问的幻灯片演示文稿：公司网站investors.draftkings.com的“投资者”部分。</li></ul><b><u>DraftKings扩大移动体育博彩和iGaming足迹</u></b></blockquote></p><p> <ul>  <li>Following successful launches in Wyoming, Arizona and Connecticut, DraftKings is now live with mobile sports betting in 15 states that collectively represent 29% of the U.S. population.</li>  <li>Following a successful launch in Connecticut, DraftKings is now live with iGaming in 5 states, representing approximately 11% of the U.S. population.</li>  <li>In 2021, 25 state legislatures have introduced legislation to legalize mobile sports betting, 5 state legislatures have introduced legislation to expand their existing sports betting frameworks and 2 state legislatures have introduced legislation to legalize sports betting limited to retail locations. In addition, 4 states have introduced iGaming legislation and 3 states have introduced online poker legislation.</li>  <li>Three of the states where DraftKings has the potential opportunity to participate via a market access agreement or direct license - New York, Maryland and Louisiana - have authorized mobile sports betting this year. These three states represent 9% of the U.S. population and bring the percentage of the population with legalized mobile sports betting to 39%.</li> </ul> <b><u>Product Developments, Content Initiatives and Commercial Agreements</u></b></p><p><blockquote><ul><li>继在怀俄明州、亚利桑那州和康涅狄格州成功推出后，DraftKings现在在15个州推出移动体育博彩，这些州总共占美国人口的29%。</li><li>在康涅狄格州成功推出后，DraftKings现在在5个州与iGaming一起上线，约占美国人口的11%。</li><li>2021年，25个州立法机构提出了移动体育博彩合法化的立法，5个州立法机构提出了扩大其现有体育博彩框架的立法，2个州立法机构提出了仅限于零售场所的体育博彩合法化的立法。此外，4个州引入了iGaming立法，3个州引入了在线扑克立法。</li><li>DraftKings有可能通过市场准入协议或直接许可参与的三个州——纽约州、马里兰州和路易斯安那州——今年已经授权了移动体育博彩。这三个州代表了美国人口的9%，使移动体育博彩合法化的人口比例达到39%。</li></ul><b><u>产品开发、内容计划和商业协议</u></b></blockquote></p><p></p><p> <ul>  <li>Completed the full online and retail migration to in-house technology ahead of schedule in the third quarter. With more technology resources now available to focus on product innovation, DraftKings is already experiencing benefits from the transition to our own technology.</li>  <li>Launched DraftKings Marketplace, a digital collectibles ecosystem designed for mainstream accessibility that offers curated NFT drops and supports secondary-market transactions. DraftKings Marketplace offers millions of customers the ability to seamlessly buy and sell digital collectibles across sports, entertainment and culture using their existing DraftKings account. Each of the drops on DraftKings Marketplace were oversubscribed, and the secondary transactions market has seen strong engagement by users seeking to collect their favorite NFTs. Since the initial drops enabled by our exclusive sports distribution relationship with Autograph featuring Tom Brady, Wayne Gretzky, Tony Hawk, Derek Jeter, Naomi Osaka, and Tiger Woods, Marketplace added drops by Usain Bolt and Rob Gronkowski. Recently, Autograph teamed up with Lionsgate and Twisted Pictures to release on DraftKings Marketplace exclusive digital collectibles from Saw, one of the most successful horror franchises in history.</li>  <li>DraftKings Marketplace announced a blockchain collaboration with Polygon, an Ethereum-based scaling platform on-boarding millions of individuals to Web 3.0. This deal provides DraftKings Marketplace with a scalable, eco-friendly blockchain solution that enables added throughput and expanded capabilities. Additionally, DraftKings now has the option to potentially contribute to Polygon’s governance and help secure the network as a validator node with its own stake pool.</li>  <li>Launched micro-betting across the DraftKings Sportsbook. Integrating micro-betting technology allows our customers to engage even further with the sports they love by betting play-by-play throughout a sporting event. DraftKings offers micro-betting products for the NFL, MLB, NBA, and college football.</li>  <li>Launched DraftKings Rocket which is currently available in New Jersey with additional states to follow pending regulatory approvals. DraftKings Rocket is the latest addition to our internally developed games following Spanish 21 and DKCraps earlier this year.</li>  <li>As the exclusive odds supplier, DraftKings will provide sports betting information and daily fantasy content across Turner Sports telecasts and Bleacher Report digital channels, including the B/R app, related to Turner’s NHL content.</li>  <li>Announced an expanded multiyear relationship with The National Basketball Association (“NBA”) that makes DraftKings a co-official sports betting partner of the league. This agreement grants DraftKings expansive NBA rights and assets to integrate within its sports betting, daily fantasy sports, iGaming and free-to-play products and promotional offerings.</li> </ul> <b><u>Commitment to Environmental, Social and Governance Continues</u></b></p><p><blockquote><ul><li>在第三季度提前完成了向内部技术的全面在线和零售迁移。随着更多的技术资源可用于专注于产品创新，DraftKings已经从向我们自己的技术过渡中受益。</li><li>推出DraftKings Marketplace，这是一个专为主流可访问性而设计的数字收藏品生态系统，提供精选的NFT滴并支持二级市场交易。DraftKings Marketplace为数百万客户提供了使用他们现有的DraftKings帐户无缝买卖体育、娱乐和文化领域的数字收藏品的能力。DraftKings Marketplace上的每一个drops都被超额认购，二级交易市场已经看到了寻求收集他们最喜欢的NFT的用户的强烈参与。自从我们与Tom Brady、Wayne Gretzky、Tony Hawk、Derek Jeter、大坂直美和Tiger Woods的独家体育分销关系促成了最初的销售以来，Marketplace增加了Usain Bolt和Rob Gronkowski的销售。最近，Autograph与狮门影业和Twisted Pictures合作，在DraftKings Marketplace上发布了历史上最成功的恐怖系列之一《电锯惊魂》的独家数字收藏品。</li><li>DraftKings Marketplace宣布与Polygon在区块链合作，Polygon是一个总部位于以太币的扩展平台，将数百万人带入Web 3.0。这笔交易为DraftKings Marketplace提供了一个可扩展、环保的区块链解决方案，可以增加吞吐量和扩展功能。此外，DraftKings现在可以选择为Polygon的治理做出潜在贡献，并作为拥有自己股份池的验证器节点帮助保护网络。</li><li>在DraftKings Sportsbook上推出了微投注。整合微投注技术使我们的客户能够通过在整个体育赛事中进行详细投注，进一步参与他们喜爱的运动。DraftKings为NFL、MLB、NBA和大学橄榄球赛提供小额博彩产品。</li><li>推出了DraftKings火箭，目前已在新泽西州上市，其他州正在等待监管机构的批准。DraftKings Rocket是继今年早些时候的Spanish 21和DKCraps之后，我们内部开发的游戏的最新成员。</li><li>作为独家赔率供应商，DraftKings将通过特纳体育电视转播和Bleacher Report数字频道（包括B/R应用程序）提供与特纳NHL内容相关的体育博彩信息和每日幻想内容。</li><li>宣布扩大与美国国家篮球协会（“NBA”）的多年合作关系，使DraftKings成为联盟的联合官方体育博彩合作伙伴。该协议授予DraftKings广泛的NBA权利和资产，以整合到其体育博彩、每日幻想体育、iGaming和免费游戏产品和促销产品中。</li></ul><b><u>继续致力于环境、社会及管治</u></b></blockquote></p><p></p><p> <ul>  <li>DraftKings continued to invest in its Corporate Social Responsibility initiative, DraftKings S.E.R.V.E.S., which is a catalyst to facilitate meaningful relationships among DraftKings employees and customers and the communities and causes they feel passionate about to help create a better world for everyone.</li>  <li>Focusing on responsibility, DraftKings integrated the American Gaming Association’s “Have A Game Plan.®Bet Responsibly™” public service campaign across the Company’s retail sportsbooks and into team partners’ stadiums, along with DraftKings’ own responsible gaming tag: “It’s More Fun When It’s for Fun.”</li>  <li>DraftKings quickly mobilized customers to raise funds for Feeding Louisiana in the aftermath of Hurricane Ida.</li>  <li>DraftKings became a corporate sponsor and equity champion for Boston While Black, the first membership network for Boston-based Black professionals, entrepreneurs and students. Through this collaboration, DraftKings will support Boston While Black’s work to build more opportunities across Boston for Black professionals to connect with the Black community and for employers to tap into a vast network of Black talent.</li>  <li>In honor of Hispanic Heritage Month, DraftKings engaged in internal and external efforts to celebrate and support the Hispanic and Latinx communities throughout the month. DraftKings supported both national and local Hispanic organizations, including Amplify Latinx, Association of Latino Professionals for America (ALPFA), and Support Latino Business. Throughout the month, DraftKings also hosted a free-to-play Hispanic Heritage Month Popularity Pool, which highlighted iconic Hispanic and Latinx athletes and entrepreneurs.</li>  <li>The start of Breast Cancer Awareness Month in October marked the return of DraftKings’ charitable initiative, Pink ‘Em, which raises money for breast cancer research in collaboration with The Larry Fitzgerald Foundation. Beginning with NFL Week 5 and running each Sunday through NFL Week 8, customers entered free Pink ‘Em pools where DraftKings donated $1 for every customer entry in the free Pink ‘Em pools. Since launching the Pink ‘Em charity program in 2019, DraftKings customers have helped raise over $230,000 in the fight against breast cancer.</li> </ul></p><p><blockquote><ul><li>DraftKings继续投资于其企业社会责任计划DraftKings S.E.R.V.E.S.，该计划是促进DraftKings员工、客户和社区之间有意义关系的催化剂，有助于为每个人创造一个更美好的世界。</li><li>专注于责任，DraftKings整合了美国游戏协会的“有一个游戏计划。®负责任地下注™“在公司的零售体育书籍和团队合作伙伴的体育场开展公共服务活动，以及DraftKings自己负责任的游戏标签：“当它是为了乐趣时，它更有趣。”</li><li>飓风艾达过后，DraftKings迅速动员客户为路易斯安那州筹集资金。</li><li>DraftKings成为波士顿的企业赞助商和股权冠军，而Black是波士顿黑人专业人士、企业家和学生的第一个会员网络。通过此次合作，DraftKings将支持Boston While Black的工作，在波士顿为黑人专业人士与黑人社区联系以及雇主利用庞大的黑人人才网络创造更多机会。</li><li>为了纪念西班牙裔传统月，DraftKings在整个月内参与了内部和外部的努力来庆祝和支持西班牙裔和拉丁裔社区。DraftKings支持国家和地方拉美裔组织，包括Amplify Latinx、美国拉美裔专业人士协会（ALPFA），并支持拉美裔商业。整个月，DraftKings还举办了一个免费的西班牙裔传统月人气池，突出了标志性的西班牙裔和拉丁裔运动员和企业家。</li><li>10月份乳腺癌宣传月的开始标志着DraftKings慈善倡议Pink’Em的回归，该倡议与拉里·菲茨杰拉德基金会合作为乳腺癌研究筹集资金。从NFL第5周开始，一直到NFL第8周，客户进入免费的Pink’Em池，DraftKings为每个进入免费Pink’Em池的客户捐赠1美元。自2019年推出Pink’Em慈善计划以来，DraftKings的客户已经帮助筹集了超过23万美元，用于抗击乳腺癌。</li></ul></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>DraftKings quarterly results miss estimates<blockquote>DraftKings季度业绩未达预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDraftKings quarterly results miss estimates<blockquote>DraftKings季度业绩未达预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-05 19:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>DraftKings stock fell more than 5% in premarket trading&nbsp;after the digital sports entertainment and gaming company reported third-quarter loss that surprisingly widened and revenue that missed forecasts, as cost of revenue and marketing spending jumped. </p><p><blockquote>DraftKings股价在盘前交易中下跌超过5%，此前这家数字体育娱乐和游戏公司报告称，由于收入成本和营销支出大幅增加，第三季度亏损意外扩大，收入低于预期。</blockquote></p><p> The net loss widened to $545.0 million, or $1.35 a share, from $395.7 million, or $1.11 a share, in the year-ago period. The FactSet per-share loss consensus of 98 cents, and a GAAP consensus of $1.09. Revenue grew 60.2% to $212.82 million, below the FactSet consensus of $236.9 million, as cost of revenue jumped 76.8% to $170.75 million and sales and marketing spending climbed 49.3% to $303.66 million.</p><p><blockquote>净亏损从去年同期的3.957亿美元，即每股1.11美元扩大至5.45亿美元，即每股1.35美元。FactSet每股亏损共识为98美分，GAAP共识为1.09美元。收入增长60.2%至2.1282亿美元，低于FactSet共识的2.369亿美元，收入成本跃升76.8%至1.7075亿美元，销售和营销支出攀升49.3%至3.0366亿美元。</blockquote></p><p>  \"On a same state basis and taking into consideration lower than expected hold primarily due to NFL game outcomes, third quarter revenue would have been $40 million higher,\" the company stated. Monthly unique payers (MUP) rose 31% and average revenue per MUP increased 38% to $47. </p><p><blockquote>该公司表示：“在相同的州基础上，并考虑到主要由于NFL比赛结果导致持有量低于预期，第三季度收入将增加4000万美元。”每月唯一付款人(MUP)增长31%，每个MUP的平均收入增长38%，达到47美元。</blockquote></p><p> The company revised its 2021 revenue outlook to $1.24 billion to $1.28 billion from $1.21 billion to $1.29 billion, but the outlook was below the FactSet consensus of $1.29 billion. </p><p><blockquote>该公司将2021年营收预期从12.1亿美元至12.9亿美元上调至12.4亿美元至12.8亿美元，但该预期低于FactSet普遍预期的12.9亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e171d74e5b4ebadc99737c8422ab2ab4\" tg-width=\"849\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> DraftKings Inc.&nbsp;today reported third quarter 2021 financial results.</p><p><blockquote>DraftKings Inc.今天公布了2021年第三季度财务业绩。</blockquote></p><p> <b><u>Third Quarter 2021 Highlights</u></b></p><p><blockquote><b><u>2021年第三季度亮点</u></b></blockquote></p><p> For the three months ended September 30, 2021, DraftKings reported revenue of $213 million, an increase of 60% compared to $133 million during the same period in 2020. Third quarter 2021 revenue was in-line with the guidance the Company previously provided during its second quarter earnings conference call on August 6, 2021.</p><p><blockquote>截至2021年9月30日的三个月，DraftKings报告收入为2.13亿美元，与2020年同期的1.33亿美元相比增长60%。2021年第三季度收入与该公司此前在2021年8月6日第二季度收益电话会议上提供的指引一致。</blockquote></p><p> “DraftKings had a strong third quarter that highlights our team’s unique ability to drive engagement with our core customers while simultaneously launching new states and verticals and completing the complex migration to our own in-house technology ahead of schedule,” said Jason Robins, DraftKings’ co-founder, Chief Executive Officer and Chairman of the Board. “Since migrating, They have rapidly added innovative features and functionality to our top-ranked mobile sports betting app. They are also excited that our new growth initiatives, including DraftKings Marketplace and our content and media business, demonstrated promising early results in the quarter.”</p><p><blockquote>DraftKings联合创始人、首席执行官兼董事会主席Jason Robins表示：“DraftKings第三季度表现强劲，凸显了我们团队在推动与核心客户互动的独特能力，同时推出新的州和垂直市场，并提前完成向我们自己内部技术的复杂迁移。”“自迁移以来，他们迅速为我们排名第一的移动体育博彩应用程序添加了创新特性和功能。他们还对我们的新增长计划（包括DraftKings Marketplace以及我们的内容和媒体业务）在本季度展示了有希望的早期业绩感到兴奋。”</blockquote></p><p> Jason Park, DraftKings’ Chief Financial Officer, added, “Fundamental user acquisition, retention and engagement trends in the third quarter were outstanding across all of our online gaming products. They delivered $213 million in third quarter revenue which represents a 60% year-over-year increase. On a same state basis and taking into consideration lower than expected hold primarily due to NFL game outcomes, third quarter revenue would have been $40 million higher. Our key performance indicators also continued to grow, as Monthly Unique Payers increased by 31% and Average Revenue Per Monthly Unique Payer grew by 38%. They are increasing the midpoint of our 2021 revenue guidance and introducing 2022 revenue guidance which points to another year of strong growth in existing states for DraftKings.”</p><p><blockquote>DraftKings首席财务官Jason Park补充道：“第三季度我们所有在线游戏产品的基本用户获取、保留和参与趋势都非常出色。他们第三季度的收入为2.13亿美元，同比增长60%。在相同的州基础上，并考虑到主要由于NFL比赛结果导致的低于预期的持有，第三季度的收入将增加4000万美元。我们的关键绩效指标也持续增长，每月独立付款人增长了31%，每月独立付款人的平均收入增长了38%。他们正在提高我们2021年收入指引的中点，并推出2022年收入指引，这表明DraftKings在现有州又将实现强劲增长。”</blockquote></p><p> <b><u>Continued Healthy Growth in Player Retention, Acquisition and Engagement</u></b></p><p><blockquote><b><u>玩家保留、收购及参与度持续健康增长</u></b></blockquote></p><p> <ul>  <li>Monthly Unique Payers (“MUPs”) for our B2C segment increased 31% compared to the third quarter of 2020. On average, 1.3 million monthly unique paying customers engaged with DraftKings during each month of the third quarter. The increase reflects strong unique payer retention and acquisition across our Sportsbook and iGaming product offerings as well as the expansion of our Sportsbook and iGaming product offerings into new states.</li>  <li>Average Revenue per MUP (“ARPMUP”) was $47 in the third quarter of 2021 representing a 38% increase versus the same period in 2020. Our ARPMUP benefitted from continued mix shift into our sportsbook and iGaming product offerings, cross selling our customers into more products and stronger engagement within product verticals.</li>  <li>DraftKings delivered strong growth in MUPs and ARPMUP in the third quarter of 2021 without contribution from major sports such as the NBA and NHL which resumed their respective seasons in the third quarter of 2020 following suspension in March 2020 due to COVID-19.</li> </ul> <b><u>Increasing Midpoint of 2021 Revenue Guidance and Introducing 2022 Revenue Guidance</u></b></p><p><blockquote><ul><li>与2020年第三季度相比，我们B2C部门的每月唯一付款人（“MUP”）增长了31%。在第三季度的每个月，平均每月有130万独立付费客户使用DraftKings。这一增长反映了我们的Sportsbook和iGaming产品中强大的独特支付者保留率和收购率，以及我们的Sportsbook和iGaming产品扩展到新的州。</li><li>2021年第三季度每个MUP的平均收入（“ARPMUP”）为47美元，较2020年同期增长38%。我们的ARPMUP受益于向我们的sportsbook和iGaming产品组合的持续转变，向我们的客户交叉销售更多产品以及产品垂直领域内更强的参与度。</li><li>DraftKings在2021年第三季度实现了MUPs和ARPMUP的强劲增长，但没有NBA和NHL等主要体育项目的贡献，这些项目在2020年3月因新冠肺炎而暂停后，于2020年第三季度恢复了各自的赛季。</li></ul><b><u>提高2021年收入指引中点并引入2022年收入指引</u></b></blockquote></p><p></p><p> <ul>  <li>DraftKings is increasing the midpoint of its fiscal year 2021 revenue guidance to $1.26 billion and narrowing the guidance range of $1.21 billion to $1.29 billion to a range of $1.24 billion to $1.28 billion, which equates to year-over-year growth of 93% to 99%.</li>  <li>This guidance reflects strong results year-to-date, completed new state launches and our demonstrated ability to engage users and acquire customers efficiently and does not include the impact of any new state launches after November 5th, 2021.</li>  <li>DraftKings’ 2021 revenue guidance also includes a $25 million negative revenue impact primarily due to customer-friendly NFL event outcomes in October.</li>  <li>DraftKings is also introducing 2022 revenue guidance of $1.7 billion to $1.9 billion, which equates to 43% year-over-year growth based on the midpoints of the Company’s 2021 revenue guidance range and the Company’s 2022 revenue guidance range. This range is based on the same assumptions used for the Company’s 2021 guidance, including no impact from any new state launches after November 5th, 2021.</li>  <li>Detailed financial data and other information is available in DraftKings’ Quarterly Report on Form 10-Q, which will be filed today with the Securities and Exchange Commission (the “SEC”), as well as in a slide presentation that can be accessed through the “Investors” section of the Company’s website atinvestors.draftkings.com.</li> </ul> <b><u>DraftKings’ Expanded Mobile Sports Betting and iGaming Footprint</u></b></p><p><blockquote><ul><li>DraftKings将2021财年收入指引的中点上调至12.6亿美元，并将12.1亿至12.9亿美元的指引范围收窄至12.4亿至12.8亿美元，相当于同比增长93%至99%。</li><li>该指南反映了年初至今的强劲业绩、已完成的新州发布以及我们展示的有效吸引用户和获取客户的能力，不包括2021年11月5日之后任何新州发布的影响。</li><li>DraftKings的2021年收入指引还包括2500万美元的负面收入影响，主要是由于10月份对客户友好的NFL赛事结果。</li><li>DraftKings还推出了17亿至19亿美元的2022年收入指导，根据该公司2021年收入指导范围和2022年收入指导范围的中点，这相当于同比增长43%。该范围基于公司2021年指导中使用的相同假设，包括2021年11月5日之后任何新州发布都不会产生影响。</li><li>详细的财务数据和其他信息可在DraftKings的10-Q表格季度报告中找到，该报告将于今天提交给美国证券交易委员会（“SEC”），以及可通过以下方式访问的幻灯片演示文稿：公司网站investors.draftkings.com的“投资者”部分。</li></ul><b><u>DraftKings扩大移动体育博彩和iGaming足迹</u></b></blockquote></p><p> <ul>  <li>Following successful launches in Wyoming, Arizona and Connecticut, DraftKings is now live with mobile sports betting in 15 states that collectively represent 29% of the U.S. population.</li>  <li>Following a successful launch in Connecticut, DraftKings is now live with iGaming in 5 states, representing approximately 11% of the U.S. population.</li>  <li>In 2021, 25 state legislatures have introduced legislation to legalize mobile sports betting, 5 state legislatures have introduced legislation to expand their existing sports betting frameworks and 2 state legislatures have introduced legislation to legalize sports betting limited to retail locations. In addition, 4 states have introduced iGaming legislation and 3 states have introduced online poker legislation.</li>  <li>Three of the states where DraftKings has the potential opportunity to participate via a market access agreement or direct license - New York, Maryland and Louisiana - have authorized mobile sports betting this year. These three states represent 9% of the U.S. population and bring the percentage of the population with legalized mobile sports betting to 39%.</li> </ul> <b><u>Product Developments, Content Initiatives and Commercial Agreements</u></b></p><p><blockquote><ul><li>继在怀俄明州、亚利桑那州和康涅狄格州成功推出后，DraftKings现在在15个州推出移动体育博彩，这些州总共占美国人口的29%。</li><li>在康涅狄格州成功推出后，DraftKings现在在5个州与iGaming一起上线，约占美国人口的11%。</li><li>2021年，25个州立法机构提出了移动体育博彩合法化的立法，5个州立法机构提出了扩大其现有体育博彩框架的立法，2个州立法机构提出了仅限于零售场所的体育博彩合法化的立法。此外，4个州引入了iGaming立法，3个州引入了在线扑克立法。</li><li>DraftKings有可能通过市场准入协议或直接许可参与的三个州——纽约州、马里兰州和路易斯安那州——今年已经授权了移动体育博彩。这三个州代表了美国人口的9%，使移动体育博彩合法化的人口比例达到39%。</li></ul><b><u>产品开发、内容计划和商业协议</u></b></blockquote></p><p></p><p> <ul>  <li>Completed the full online and retail migration to in-house technology ahead of schedule in the third quarter. With more technology resources now available to focus on product innovation, DraftKings is already experiencing benefits from the transition to our own technology.</li>  <li>Launched DraftKings Marketplace, a digital collectibles ecosystem designed for mainstream accessibility that offers curated NFT drops and supports secondary-market transactions. DraftKings Marketplace offers millions of customers the ability to seamlessly buy and sell digital collectibles across sports, entertainment and culture using their existing DraftKings account. Each of the drops on DraftKings Marketplace were oversubscribed, and the secondary transactions market has seen strong engagement by users seeking to collect their favorite NFTs. Since the initial drops enabled by our exclusive sports distribution relationship with Autograph featuring Tom Brady, Wayne Gretzky, Tony Hawk, Derek Jeter, Naomi Osaka, and Tiger Woods, Marketplace added drops by Usain Bolt and Rob Gronkowski. Recently, Autograph teamed up with Lionsgate and Twisted Pictures to release on DraftKings Marketplace exclusive digital collectibles from Saw, one of the most successful horror franchises in history.</li>  <li>DraftKings Marketplace announced a blockchain collaboration with Polygon, an Ethereum-based scaling platform on-boarding millions of individuals to Web 3.0. This deal provides DraftKings Marketplace with a scalable, eco-friendly blockchain solution that enables added throughput and expanded capabilities. Additionally, DraftKings now has the option to potentially contribute to Polygon’s governance and help secure the network as a validator node with its own stake pool.</li>  <li>Launched micro-betting across the DraftKings Sportsbook. Integrating micro-betting technology allows our customers to engage even further with the sports they love by betting play-by-play throughout a sporting event. DraftKings offers micro-betting products for the NFL, MLB, NBA, and college football.</li>  <li>Launched DraftKings Rocket which is currently available in New Jersey with additional states to follow pending regulatory approvals. DraftKings Rocket is the latest addition to our internally developed games following Spanish 21 and DKCraps earlier this year.</li>  <li>As the exclusive odds supplier, DraftKings will provide sports betting information and daily fantasy content across Turner Sports telecasts and Bleacher Report digital channels, including the B/R app, related to Turner’s NHL content.</li>  <li>Announced an expanded multiyear relationship with The National Basketball Association (“NBA”) that makes DraftKings a co-official sports betting partner of the league. This agreement grants DraftKings expansive NBA rights and assets to integrate within its sports betting, daily fantasy sports, iGaming and free-to-play products and promotional offerings.</li> </ul> <b><u>Commitment to Environmental, Social and Governance Continues</u></b></p><p><blockquote><ul><li>在第三季度提前完成了向内部技术的全面在线和零售迁移。随着更多的技术资源可用于专注于产品创新，DraftKings已经从向我们自己的技术过渡中受益。</li><li>推出DraftKings Marketplace，这是一个专为主流可访问性而设计的数字收藏品生态系统，提供精选的NFT滴并支持二级市场交易。DraftKings Marketplace为数百万客户提供了使用他们现有的DraftKings帐户无缝买卖体育、娱乐和文化领域的数字收藏品的能力。DraftKings Marketplace上的每一个drops都被超额认购，二级交易市场已经看到了寻求收集他们最喜欢的NFT的用户的强烈参与。自从我们与Tom Brady、Wayne Gretzky、Tony Hawk、Derek Jeter、大坂直美和Tiger Woods的独家体育分销关系促成了最初的销售以来，Marketplace增加了Usain Bolt和Rob Gronkowski的销售。最近，Autograph与狮门影业和Twisted Pictures合作，在DraftKings Marketplace上发布了历史上最成功的恐怖系列之一《电锯惊魂》的独家数字收藏品。</li><li>DraftKings Marketplace宣布与Polygon在区块链合作，Polygon是一个总部位于以太币的扩展平台，将数百万人带入Web 3.0。这笔交易为DraftKings Marketplace提供了一个可扩展、环保的区块链解决方案，可以增加吞吐量和扩展功能。此外，DraftKings现在可以选择为Polygon的治理做出潜在贡献，并作为拥有自己股份池的验证器节点帮助保护网络。</li><li>在DraftKings Sportsbook上推出了微投注。整合微投注技术使我们的客户能够通过在整个体育赛事中进行详细投注，进一步参与他们喜爱的运动。DraftKings为NFL、MLB、NBA和大学橄榄球赛提供小额博彩产品。</li><li>推出了DraftKings火箭，目前已在新泽西州上市，其他州正在等待监管机构的批准。DraftKings Rocket是继今年早些时候的Spanish 21和DKCraps之后，我们内部开发的游戏的最新成员。</li><li>作为独家赔率供应商，DraftKings将通过特纳体育电视转播和Bleacher Report数字频道（包括B/R应用程序）提供与特纳NHL内容相关的体育博彩信息和每日幻想内容。</li><li>宣布扩大与美国国家篮球协会（“NBA”）的多年合作关系，使DraftKings成为联盟的联合官方体育博彩合作伙伴。该协议授予DraftKings广泛的NBA权利和资产，以整合到其体育博彩、每日幻想体育、iGaming和免费游戏产品和促销产品中。</li></ul><b><u>继续致力于环境、社会及管治</u></b></blockquote></p><p></p><p> <ul>  <li>DraftKings continued to invest in its Corporate Social Responsibility initiative, DraftKings S.E.R.V.E.S., which is a catalyst to facilitate meaningful relationships among DraftKings employees and customers and the communities and causes they feel passionate about to help create a better world for everyone.</li>  <li>Focusing on responsibility, DraftKings integrated the American Gaming Association’s “Have A Game Plan.®Bet Responsibly™” public service campaign across the Company’s retail sportsbooks and into team partners’ stadiums, along with DraftKings’ own responsible gaming tag: “It’s More Fun When It’s for Fun.”</li>  <li>DraftKings quickly mobilized customers to raise funds for Feeding Louisiana in the aftermath of Hurricane Ida.</li>  <li>DraftKings became a corporate sponsor and equity champion for Boston While Black, the first membership network for Boston-based Black professionals, entrepreneurs and students. Through this collaboration, DraftKings will support Boston While Black’s work to build more opportunities across Boston for Black professionals to connect with the Black community and for employers to tap into a vast network of Black talent.</li>  <li>In honor of Hispanic Heritage Month, DraftKings engaged in internal and external efforts to celebrate and support the Hispanic and Latinx communities throughout the month. DraftKings supported both national and local Hispanic organizations, including Amplify Latinx, Association of Latino Professionals for America (ALPFA), and Support Latino Business. Throughout the month, DraftKings also hosted a free-to-play Hispanic Heritage Month Popularity Pool, which highlighted iconic Hispanic and Latinx athletes and entrepreneurs.</li>  <li>The start of Breast Cancer Awareness Month in October marked the return of DraftKings’ charitable initiative, Pink ‘Em, which raises money for breast cancer research in collaboration with The Larry Fitzgerald Foundation. Beginning with NFL Week 5 and running each Sunday through NFL Week 8, customers entered free Pink ‘Em pools where DraftKings donated $1 for every customer entry in the free Pink ‘Em pools. Since launching the Pink ‘Em charity program in 2019, DraftKings customers have helped raise over $230,000 in the fight against breast cancer.</li> </ul></p><p><blockquote><ul><li>DraftKings继续投资于其企业社会责任计划DraftKings S.E.R.V.E.S.，该计划是促进DraftKings员工、客户和社区之间有意义关系的催化剂，有助于为每个人创造一个更美好的世界。</li><li>专注于责任，DraftKings整合了美国游戏协会的“有一个游戏计划。®负责任地下注™“在公司的零售体育书籍和团队合作伙伴的体育场开展公共服务活动，以及DraftKings自己负责任的游戏标签：“当它是为了乐趣时，它更有趣。”</li><li>飓风艾达过后，DraftKings迅速动员客户为路易斯安那州筹集资金。</li><li>DraftKings成为波士顿的企业赞助商和股权冠军，而Black是波士顿黑人专业人士、企业家和学生的第一个会员网络。通过此次合作，DraftKings将支持Boston While Black的工作，在波士顿为黑人专业人士与黑人社区联系以及雇主利用庞大的黑人人才网络创造更多机会。</li><li>为了纪念西班牙裔传统月，DraftKings在整个月内参与了内部和外部的努力来庆祝和支持西班牙裔和拉丁裔社区。DraftKings支持国家和地方拉美裔组织，包括Amplify Latinx、美国拉美裔专业人士协会（ALPFA），并支持拉美裔商业。整个月，DraftKings还举办了一个免费的西班牙裔传统月人气池，突出了标志性的西班牙裔和拉丁裔运动员和企业家。</li><li>10月份乳腺癌宣传月的开始标志着DraftKings慈善倡议Pink’Em的回归，该倡议与拉里·菲茨杰拉德基金会合作为乳腺癌研究筹集资金。从NFL第5周开始，一直到NFL第8周，客户进入免费的Pink’Em池，DraftKings为每个进入免费Pink’Em池的客户捐赠1美元。自2019年推出Pink’Em慈善计划以来，DraftKings的客户已经帮助筹集了超过23万美元，用于抗击乳腺癌。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198292123","content_text":"DraftKings stock fell more than 5% in premarket trading after the digital sports entertainment and gaming company reported third-quarter loss that surprisingly widened and revenue that missed forecasts, as cost of revenue and marketing spending jumped. \nThe net loss widened to $545.0 million, or $1.35 a share, from $395.7 million, or $1.11 a share, in the year-ago period. The FactSet per-share loss consensus of 98 cents, and a GAAP consensus of $1.09. Revenue grew 60.2% to $212.82 million, below the FactSet consensus of $236.9 million, as cost of revenue jumped 76.8% to $170.75 million and sales and marketing spending climbed 49.3% to $303.66 million.\n \"On a same state basis and taking into consideration lower than expected hold primarily due to NFL game outcomes, third quarter revenue would have been $40 million higher,\" the company stated. Monthly unique payers (MUP) rose 31% and average revenue per MUP increased 38% to $47. \nThe company revised its 2021 revenue outlook to $1.24 billion to $1.28 billion from $1.21 billion to $1.29 billion, but the outlook was below the FactSet consensus of $1.29 billion. \n\nDraftKings Inc. today reported third quarter 2021 financial results.\nThird Quarter 2021 Highlights\nFor the three months ended September 30, 2021, DraftKings reported revenue of $213 million, an increase of 60% compared to $133 million during the same period in 2020. Third quarter 2021 revenue was in-line with the guidance the Company previously provided during its second quarter earnings conference call on August 6, 2021.\n“DraftKings had a strong third quarter that highlights our team’s unique ability to drive engagement with our core customers while simultaneously launching new states and verticals and completing the complex migration to our own in-house technology ahead of schedule,” said Jason Robins, DraftKings’ co-founder, Chief Executive Officer and Chairman of the Board. “Since migrating, They have rapidly added innovative features and functionality to our top-ranked mobile sports betting app. They are also excited that our new growth initiatives, including DraftKings Marketplace and our content and media business, demonstrated promising early results in the quarter.”\nJason Park, DraftKings’ Chief Financial Officer, added, “Fundamental user acquisition, retention and engagement trends in the third quarter were outstanding across all of our online gaming products. They delivered $213 million in third quarter revenue which represents a 60% year-over-year increase. On a same state basis and taking into consideration lower than expected hold primarily due to NFL game outcomes, third quarter revenue would have been $40 million higher. Our key performance indicators also continued to grow, as Monthly Unique Payers increased by 31% and Average Revenue Per Monthly Unique Payer grew by 38%. They are increasing the midpoint of our 2021 revenue guidance and introducing 2022 revenue guidance which points to another year of strong growth in existing states for DraftKings.”\nContinued Healthy Growth in Player Retention, Acquisition and Engagement\n\nMonthly Unique Payers (“MUPs”) for our B2C segment increased 31% compared to the third quarter of 2020. On average, 1.3 million monthly unique paying customers engaged with DraftKings during each month of the third quarter. The increase reflects strong unique payer retention and acquisition across our Sportsbook and iGaming product offerings as well as the expansion of our Sportsbook and iGaming product offerings into new states.\nAverage Revenue per MUP (“ARPMUP”) was $47 in the third quarter of 2021 representing a 38% increase versus the same period in 2020. Our ARPMUP benefitted from continued mix shift into our sportsbook and iGaming product offerings, cross selling our customers into more products and stronger engagement within product verticals.\nDraftKings delivered strong growth in MUPs and ARPMUP in the third quarter of 2021 without contribution from major sports such as the NBA and NHL which resumed their respective seasons in the third quarter of 2020 following suspension in March 2020 due to COVID-19.\n\nIncreasing Midpoint of 2021 Revenue Guidance and Introducing 2022 Revenue Guidance\n\nDraftKings is increasing the midpoint of its fiscal year 2021 revenue guidance to $1.26 billion and narrowing the guidance range of $1.21 billion to $1.29 billion to a range of $1.24 billion to $1.28 billion, which equates to year-over-year growth of 93% to 99%.\nThis guidance reflects strong results year-to-date, completed new state launches and our demonstrated ability to engage users and acquire customers efficiently and does not include the impact of any new state launches after November 5th, 2021.\nDraftKings’ 2021 revenue guidance also includes a $25 million negative revenue impact primarily due to customer-friendly NFL event outcomes in October.\nDraftKings is also introducing 2022 revenue guidance of $1.7 billion to $1.9 billion, which equates to 43% year-over-year growth based on the midpoints of the Company’s 2021 revenue guidance range and the Company’s 2022 revenue guidance range. This range is based on the same assumptions used for the Company’s 2021 guidance, including no impact from any new state launches after November 5th, 2021.\nDetailed financial data and other information is available in DraftKings’ Quarterly Report on Form 10-Q, which will be filed today with the Securities and Exchange Commission (the “SEC”), as well as in a slide presentation that can be accessed through the “Investors” section of the Company’s website atinvestors.draftkings.com.\n\nDraftKings’ Expanded Mobile Sports Betting and iGaming Footprint\n\nFollowing successful launches in Wyoming, Arizona and Connecticut, DraftKings is now live with mobile sports betting in 15 states that collectively represent 29% of the U.S. population.\nFollowing a successful launch in Connecticut, DraftKings is now live with iGaming in 5 states, representing approximately 11% of the U.S. population.\nIn 2021, 25 state legislatures have introduced legislation to legalize mobile sports betting, 5 state legislatures have introduced legislation to expand their existing sports betting frameworks and 2 state legislatures have introduced legislation to legalize sports betting limited to retail locations. In addition, 4 states have introduced iGaming legislation and 3 states have introduced online poker legislation.\nThree of the states where DraftKings has the potential opportunity to participate via a market access agreement or direct license - New York, Maryland and Louisiana - have authorized mobile sports betting this year. These three states represent 9% of the U.S. population and bring the percentage of the population with legalized mobile sports betting to 39%.\n\nProduct Developments, Content Initiatives and Commercial Agreements\n\nCompleted the full online and retail migration to in-house technology ahead of schedule in the third quarter. With more technology resources now available to focus on product innovation, DraftKings is already experiencing benefits from the transition to our own technology.\nLaunched DraftKings Marketplace, a digital collectibles ecosystem designed for mainstream accessibility that offers curated NFT drops and supports secondary-market transactions. DraftKings Marketplace offers millions of customers the ability to seamlessly buy and sell digital collectibles across sports, entertainment and culture using their existing DraftKings account. Each of the drops on DraftKings Marketplace were oversubscribed, and the secondary transactions market has seen strong engagement by users seeking to collect their favorite NFTs. Since the initial drops enabled by our exclusive sports distribution relationship with Autograph featuring Tom Brady, Wayne Gretzky, Tony Hawk, Derek Jeter, Naomi Osaka, and Tiger Woods, Marketplace added drops by Usain Bolt and Rob Gronkowski. Recently, Autograph teamed up with Lionsgate and Twisted Pictures to release on DraftKings Marketplace exclusive digital collectibles from Saw, one of the most successful horror franchises in history.\nDraftKings Marketplace announced a blockchain collaboration with Polygon, an Ethereum-based scaling platform on-boarding millions of individuals to Web 3.0. This deal provides DraftKings Marketplace with a scalable, eco-friendly blockchain solution that enables added throughput and expanded capabilities. Additionally, DraftKings now has the option to potentially contribute to Polygon’s governance and help secure the network as a validator node with its own stake pool.\nLaunched micro-betting across the DraftKings Sportsbook. Integrating micro-betting technology allows our customers to engage even further with the sports they love by betting play-by-play throughout a sporting event. DraftKings offers micro-betting products for the NFL, MLB, NBA, and college football.\nLaunched DraftKings Rocket which is currently available in New Jersey with additional states to follow pending regulatory approvals. DraftKings Rocket is the latest addition to our internally developed games following Spanish 21 and DKCraps earlier this year.\nAs the exclusive odds supplier, DraftKings will provide sports betting information and daily fantasy content across Turner Sports telecasts and Bleacher Report digital channels, including the B/R app, related to Turner’s NHL content.\nAnnounced an expanded multiyear relationship with The National Basketball Association (“NBA”) that makes DraftKings a co-official sports betting partner of the league. This agreement grants DraftKings expansive NBA rights and assets to integrate within its sports betting, daily fantasy sports, iGaming and free-to-play products and promotional offerings.\n\nCommitment to Environmental, Social and Governance Continues\n\nDraftKings continued to invest in its Corporate Social Responsibility initiative, DraftKings S.E.R.V.E.S., which is a catalyst to facilitate meaningful relationships among DraftKings employees and customers and the communities and causes they feel passionate about to help create a better world for everyone.\nFocusing on responsibility, DraftKings integrated the American Gaming Association’s “Have A Game Plan.®Bet Responsibly™” public service campaign across the Company’s retail sportsbooks and into team partners’ stadiums, along with DraftKings’ own responsible gaming tag: “It’s More Fun When It’s for Fun.”\nDraftKings quickly mobilized customers to raise funds for Feeding Louisiana in the aftermath of Hurricane Ida.\nDraftKings became a corporate sponsor and equity champion for Boston While Black, the first membership network for Boston-based Black professionals, entrepreneurs and students. Through this collaboration, DraftKings will support Boston While Black’s work to build more opportunities across Boston for Black professionals to connect with the Black community and for employers to tap into a vast network of Black talent.\nIn honor of Hispanic Heritage Month, DraftKings engaged in internal and external efforts to celebrate and support the Hispanic and Latinx communities throughout the month. DraftKings supported both national and local Hispanic organizations, including Amplify Latinx, Association of Latino Professionals for America (ALPFA), and Support Latino Business. Throughout the month, DraftKings also hosted a free-to-play Hispanic Heritage Month Popularity Pool, which highlighted iconic Hispanic and Latinx athletes and entrepreneurs.\nThe start of Breast Cancer Awareness Month in October marked the return of DraftKings’ charitable initiative, Pink ‘Em, which raises money for breast cancer research in collaboration with The Larry Fitzgerald Foundation. Beginning with NFL Week 5 and running each Sunday through NFL Week 8, customers entered free Pink ‘Em pools where DraftKings donated $1 for every customer entry in the free Pink ‘Em pools. Since launching the Pink ‘Em charity program in 2019, DraftKings customers have helped raise over $230,000 in the fight against breast cancer.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845992479,"gmtCreate":1636260241698,"gmtModify":1636260241787,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Looks like they are all going up and up and up","listText":"Looks like they are all going up and up and up","text":"Looks like they are all going up and up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845992479","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842213226,"gmtCreate":1636180026212,"gmtModify":1636180026298,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Since when has Math got to do with this stock? Math was wrong 2000 usd ago","listText":"Since when has Math got to do with this stock? Math was wrong 2000 usd ago","text":"Since when has Math got to do with this stock? Math was wrong 2000 usd ago","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842213226","repostId":"1180620689","repostType":4,"repost":{"id":"1180620689","kind":"news","pubTimestamp":1636112077,"share":"https://www.laohu8.com/m/news/1180620689?lang=zh_CN&edition=full","pubTime":"2021-11-05 19:34","market":"us","language":"en","title":"Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180620689","media":"Barrons","summary":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-r","content":"<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司的估值被高估了约1万亿美元。该公司首席执行官David Trainer表示，特斯拉股价可能会下跌88%，至每股约150美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者必须权衡的第一个极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约57%，在周四下午上涨1.3%后，周五盘前交易中几乎没有变化，而标准普尔500指数上涨0.4%，道琼斯工业平均指数收盘下跌0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹(HTZZ)出售10万辆汽车，使该股股价飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为1.2万亿美元——一位培训师说这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>Trainer在周四的一份报告中写道：“1.2万亿美元的估值意味着特斯拉拥有整个全球乘用电动汽车市场的118%，到2030年利润将超过苹果[AAPL]。”他的工作着眼于公司必须实现什么样的销售额和收益才能达到那么高的价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer认为，特斯拉必须在2030年销售近3100万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超过了他对整个行业产量的预期。IEA 2021年电动汽车展望的基本情景预计，到本世纪末，全球电动汽车年销量约为2800万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA的报告是在四月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上投入数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车的目标</a>到2030年占新车销量的50%。IEA的报告包括了到2030年全球每年销售约4700万辆电动汽车的最佳情景。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有看好特斯拉的人，他们中的大多数人不相信特斯拉到2030年每年会售出3100万辆汽车。摩根士丹利(Morgan Stanley)的亚当·乔纳斯(Adam Jonas)将该股评级为买入，目标价为1,200美元，预计届时年销量约为800万辆。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas认为，特斯拉将比传统汽车制造商更有利可图。但Trainer假设特斯拉的营业利润率将与通用汽车(GM)持平。他表示，特斯拉售出3100万辆汽车，这可能意味着2030年营业利润将达到1310亿美元，高于苹果目前超过1000亿美元的收入。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但Trainer表示，如果Jonas对特斯拉2030年销售800万辆汽车的看涨期权是正确的，假设Elon Musk的公司仅与通用8.5%的税后净营业利润率相当，那么每年将产生约300亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近，特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度以及该公司没有其老竞争对手面临的养老金义务，这并不奇怪。第三季度毛利率超过通用汽车、福特汽车(F)和大众汽车(VOW3.Germany)等。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管Trainer表示，长期利润率很难预测<i>巴伦周刊</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅出售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合起来：特斯拉提供的风险/回报很差，”特雷纳写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的论点不太可能动摇许多关注该股的多头。有14名分析师，几乎占彭博社44条赛道的三分之一，他们的目标价对特斯拉的估值为1万亿美元或以上。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为，特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将以平均每年50%的速度增长。他们还相信电动汽车将比传统汽车更有利可图，特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储电业务，加上如果成功开发自动驾驶汽车，它可能推出的机器人出租车业务，将产生可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲业绩，公牛队这些天感觉很好。空头们目瞪口呆地看着该股的估值，该估值基本上与全球所有传统汽车制造商的估值总和相当。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了1万亿美元。我们看了数学。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司的估值被高估了约1万亿美元。该公司首席执行官David Trainer表示，特斯拉股价可能会下跌88%，至每股约150美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者必须权衡的第一个极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约57%，在周四下午上涨1.3%后，周五盘前交易中几乎没有变化，而标准普尔500指数上涨0.4%，道琼斯工业平均指数收盘下跌0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹(HTZZ)出售10万辆汽车，使该股股价飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为1.2万亿美元——一位培训师说这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>Trainer在周四的一份报告中写道：“1.2万亿美元的估值意味着特斯拉拥有整个全球乘用电动汽车市场的118%，到2030年利润将超过苹果[AAPL]。”他的工作着眼于公司必须实现什么样的销售额和收益才能达到那么高的价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer认为，特斯拉必须在2030年销售近3100万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超过了他对整个行业产量的预期。IEA 2021年电动汽车展望的基本情景预计，到本世纪末，全球电动汽车年销量约为2800万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA的报告是在四月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上投入数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车的目标</a>到2030年占新车销量的50%。IEA的报告包括了到2030年全球每年销售约4700万辆电动汽车的最佳情景。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有看好特斯拉的人，他们中的大多数人不相信特斯拉到2030年每年会售出3100万辆汽车。摩根士丹利(Morgan Stanley)的亚当·乔纳斯(Adam Jonas)将该股评级为买入，目标价为1,200美元，预计届时年销量约为800万辆。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas认为，特斯拉将比传统汽车制造商更有利可图。但Trainer假设特斯拉的营业利润率将与通用汽车(GM)持平。他表示，特斯拉售出3100万辆汽车，这可能意味着2030年营业利润将达到1310亿美元，高于苹果目前超过1000亿美元的收入。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但Trainer表示，如果Jonas对特斯拉2030年销售800万辆汽车的看涨期权是正确的，假设Elon Musk的公司仅与通用8.5%的税后净营业利润率相当，那么每年将产生约300亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近，特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度以及该公司没有其老竞争对手面临的养老金义务，这并不奇怪。第三季度毛利率超过通用汽车、福特汽车(F)和大众汽车(VOW3.Germany)等。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管Trainer表示，长期利润率很难预测<i>巴伦周刊</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅出售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合起来：特斯拉提供的风险/回报很差，”特雷纳写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的论点不太可能动摇许多关注该股的多头。有14名分析师，几乎占彭博社44条赛道的三分之一，他们的目标价对特斯拉的估值为1万亿美元或以上。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为，特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将以平均每年50%的速度增长。他们还相信电动汽车将比传统汽车更有利可图，特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储电业务，加上如果成功开发自动驾驶汽车，它可能推出的机器人出租车业务，将产生可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲业绩，公牛队这些天感觉很好。空头们目瞪口呆地看着该股的估值，该估值基本上与全球所有传统汽车制造商的估值总和相当。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-overvalued-1-trillion-51636053056?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-overvalued-1-trillion-51636053056?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180620689","content_text":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.\nHis argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.\nTesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the S&P 500 advanced 0.4% and the Dow Jones Industrial Average finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company Hertz (HTZZ) have sent the stock through the roof.\nToday, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.\n“The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than Apple [AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.\nTrainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.\nTo be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his goal for EVs to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.\nThere are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.\nJonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors (GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.\nBut if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.\nRecently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and Volkswagen’s (VOW3. Germany), to name a few.\nLonger-term margins are hard to predict, though Trainer told Barron’s he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.\n“Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.\nHis arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.\nThe bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.\nTime will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846255784,"gmtCreate":1636089231105,"gmtModify":1636089283501,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"Waiting to see when the meme ape's gold runs out.. then BOOM it goes","listText":"Waiting to see when the meme ape's gold runs out.. then BOOM it goes","text":"Waiting to see when the meme ape's gold runs out.. then BOOM it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846255784","repostId":"1105927429","repostType":4,"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846266000,"gmtCreate":1636087200491,"gmtModify":1636087200591,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"themes":[],"htmlText":"It just keep going","listText":"It just keep going","text":"It just keep going","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846266000","repostId":"1128227989","repostType":4,"repost":{"id":"1128227989","kind":"news","pubTimestamp":1636067303,"share":"https://www.laohu8.com/m/news/1128227989?lang=zh_CN&edition=full","pubTime":"2021-11-05 07:08","market":"us","language":"en","title":"S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128227989","media":"Reuters","summary":" - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.Financials dropped 1","content":"<p>(Reuters) - The S&amp;P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>（路透社）-标普500和纳斯达克周四上涨，将收盘纪录高位连涨至六个交易日，因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后，芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase &amp; Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌，结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&amp;P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%，其中大部分是标普500板块，因美国国债收益率下跌，在美联储表示不急于加息的第二天，市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示：“市场的增长方今天看到了更积极的结果，因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模，市场总体上一直在为更高的收益率做准备。当我们今天走进来时，这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&amp;P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点，跌幅0.09%，至36,124.23点；标普500上涨19.49点，跌幅0.42%，至4,680.06点；纳斯达克综合指数上涨128.72点，跌幅0.81%，至15,940.31点。</blockquote></p><p> The S&amp;P 500 growth index rose 1.2% while the S&amp;P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%，标普500价值指数下跌0.5%。</blockquote></p><p> Among S&amp;P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中，科技和非必需消费品领涨，均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%，该公司预测本季度利润和收入好于预期，原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%，英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&amp;P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据，约有420家公司发布了财报，预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示：“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司，而市场正在惩罚那些本季度未达到预期的公司，也许更重要的是，这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&amp;P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%，该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元，并努力灌装和分销小瓶，以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块，该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至近20个月来的最低水平，表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.24比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低；纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手，高于过去20个交易日104亿股的日均水平。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq extend record streaks, with boost from chip, growth shares<blockquote>在芯片和成长股的推动下，标普500和纳斯达克延续了创纪录的连胜纪录</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-05 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&amp;P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.</p><p><blockquote>（路透社）-标普500和纳斯达克周四上涨，将收盘纪录高位连涨至六个交易日，因高通强劲的财务预测以及投资者消化了美联储开始减少月度债券购买的决定后，芯片制造商股市飙升。</blockquote></p><p> The Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase &amp; Co and Goldman Sachs Group weighed on the blue-chip index.</p><p><blockquote>道琼斯工业平均指数小幅下跌，结束了四点收盘的纪录。摩根大通和高盛集团银行股的下跌打压了蓝筹股指数。</blockquote></p><p> Financials dropped 1.3%, most among S&amp;P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.</p><p><blockquote>金融股下跌1.3%，其中大部分是标普500板块，因美国国债收益率下跌，在美联储表示不急于加息的第二天，市场解除了对美联储更快加息的预期。</blockquote></p><p> “The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.</p><p><blockquote>John Hancock Investment Management联席首席投资策略师马修·米斯金(Matthew Miskin)表示：“市场的增长方今天看到了更积极的结果，因为它们受益于收益率的下降。”</blockquote></p><p> “The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”</p><p><blockquote>“鉴于美联储宣布缩减规模，市场总体上一直在为更高的收益率做准备。当我们今天走进来时，这种情况已经发生了逆转。”</blockquote></p><p> The Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&amp;P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.</p><p><blockquote>道琼斯工业平均指数下跌33.35点，跌幅0.09%，至36,124.23点；标普500上涨19.49点，跌幅0.42%，至4,680.06点；纳斯达克综合指数上涨128.72点，跌幅0.81%，至15,940.31点。</blockquote></p><p> The S&amp;P 500 growth index rose 1.2% while the S&amp;P 500 value index fell 0.5%.</p><p><blockquote>标普500增长指数上涨1.2%，标普500价值指数下跌0.5%。</blockquote></p><p> Among S&amp;P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.</p><p><blockquote>标普500板块中，科技和非必需消费品领涨，均上涨约1.5%。</blockquote></p><p> Qualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.</p><p><blockquote>高通股价上涨12.7%，该公司预测本季度利润和收入好于预期，原因是手机、汽车和其他互联网连接设备所用芯片的需求飙升。</blockquote></p><p> The Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.</p><p><blockquote>费城SE半导体指数上涨3.5%，英伟达飙升12%。</blockquote></p><p> Better-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&amp;P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.</p><p><blockquote>好于预期的第三季度收益有助于提振股市情绪。根据Refinitiv IBES的数据，约有420家公司发布了财报，预计标普500第三季度盈利将同比增长41.2%。</blockquote></p><p> “The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.</p><p><blockquote>爱德华·琼斯投资策略师克雷格·费尔表示：“企业盈利情况仍然相当光明。”</blockquote></p><p> “The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”</p><p><blockquote>“市场正在奖励那些超出预期并上调前景的公司，而市场正在惩罚那些本季度未达到预期的公司，也许更重要的是，这预示着前景更加糟糕。”</blockquote></p><p> Moderna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&amp;P 500 healthcare sector, which fell 0.8%.</p><p><blockquote>Moderna股价暴跌约18%，该公司将其COVID-19疫苗2021年的销售预测削减了多达50亿美元，并努力灌装和分销小瓶，以满足前所未有的全球需求。Moderna股价拖累标普500医疗保健板块，该板块下跌0.8%。</blockquote></p><p> Data showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.</p><p><blockquote>数据显示，上周美国新申请失业救济人数降至近20个月来的最低水平，表明经济正在恢复动力。投资者将从周五的月度就业报告中获得对经济的批判性看法。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌股与上涨股的比例为1.12比1；在纳斯达克，1.24比1的比率有利于下跌股。</blockquote></p><p> The S&amp;P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.</p><p><blockquote>标普500创下75个52周新高和5个新低；纳斯达克综合指数录得224个新高和38个新低。</blockquote></p><p> About 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.</p><p><blockquote>美国交易所约有113亿股易手，高于过去20个交易日104亿股的日均水平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","OEX":"标普100","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","SSO":"2倍做多标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SDS":"两倍做空标普500 ETF-ProShares","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-nasdaq-extend-record-streaks-with-boost-from-chip-growth-shares-idUSL1N2RV2T0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128227989","content_text":"(Reuters) - The S&P 500 and Nasdaq rose on Thursday, extending their streaks of record high closes to six sessions, as chipmaker stocks surged following Qualcomm’s strong financial forecast and investors digested the Federal Reserve’s decision to start reducing its monthly bond purchases.\nThe Dow Jones Industrial Average posted a slim loss, ending its streak of record closes at four. Declines in shares of banks JPMorgan Chase & Co and Goldman Sachs Group weighed on the blue-chip index.\nFinancials dropped 1.3%, most among S&P 500 sectors, as U.S. Treasury yields fell, with the market unwinding expectations of quicker Fed rate hikes a day after the central bank signaled it was in no hurry to do so.\n“The growth side of the market is seeing more positive results today as they are benefiting from the falling yields that are developing,” said Matthew Miskin, co-chief investment strategist at John Hancock Investment Management.\n“The market had been positioning for higher yields in general given the Fed announcement of tapering. As we walked in today, there has been a reversal in that.”\nThe Dow Jones Industrial Average fell 33.35 points, or 0.09%, to 36,124.23, the S&P 500 gained 19.49 points, or 0.42%, to 4,680.06 and the Nasdaq Composite added 128.72 points, or 0.81%, to 15,940.31.\nThe S&P 500 growth index rose 1.2% while the S&P 500 value index fell 0.5%.\nAmong S&P 500 sectors, tech and consumer discretionary led the way, both rising about 1.5%.\nQualcomm shares jumped 12.7% as the company forecast better-than-expected profits and revenue for its current quarter on soaring demand for chips used in phones, cars and other internet-connected devices.\nThe Philadelphia SE Semiconductor index climbed 3.5%, with Nvidia soaring 12%.\nBetter-than-expected third-quarter earnings have helped lift sentiment for equities. With about 420 companies having reported, S&P 500 earnings are expected to have climbed 41.2% in the third quarter from a year earlier, according to Refinitiv IBES.\n“The corporate earnings story remains quite bright,” said Craig Fehr, investment strategist at Edward Jones.\n“The market is rewarding companies that are beating and upping their outlook, and the market is punishing companies that are missing their estimates in the quarter and more importantly, perhaps, signaling a more sour outlook.”\nModerna shares tumbled about 18% as the company slashed the 2021 sales forecast for its COVID-19 vaccine by as much as $5 billion, grappling to fill vials and distribute them to meet unprecedented world demand. Moderna shares weighed on the S&P 500 healthcare sector, which fell 0.8%.\nData showed the number of Americans filing new claims for unemployment benefits fell to the lowest level in nearly 20 months last week, suggesting the economy was regaining momentum. Investors will get a critical view of the economy with the monthly jobs report on Friday.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.12-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.\nThe S&P 500 posted 75 new 52-week highs and five new lows; the Nasdaq Composite recorded 224 new highs and 38 new lows.\nAbout 11.3 billion shares changed hands in U.S. exchanges, above the 10.4 billion daily average over the last 20 sessions.","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SH":0.9,"UPRO":0.9,"ESmain":0.9,"OEF":0.9,"SPXU":0.9,"SDS":0.9,"OEX":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9,"IVV":0.9,"SSO":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":690989371,"gmtCreate":1639621438515,"gmtModify":1639621438766,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","listText":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","text":"Ha. Brand new world. Zero delivery and reporting \"earnings\". Throwing away my economics textbooks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690989371","repostId":"1143987480","repostType":4,"repost":{"id":"1143987480","kind":"news","pubTimestamp":1639618157,"share":"https://www.laohu8.com/m/news/1143987480?lang=zh_CN&edition=full","pubTime":"2021-12-16 09:29","market":"us","language":"en","title":"Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143987480","media":"TheStreet","summary":"On December 16, Rivian RIVN will announce its first earnings since going public. Here is what invest","content":"<p>On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.</p><p><blockquote>12月16日，Rivian RIVN将公布上市以来的首份财报。以下是投资者在了解这家电动汽车制造商第三季度收益时应该关注的内容。</blockquote></p><p> Electric vehicle giant Rivian&nbsp;will report its earnings on December 16 for the first time since its massively hyped IPO in early November.</p><p><blockquote>电动汽车巨头Rivian将于12月16日公布财报，这是自11月初大肆宣传的IPO以来的首次财报。</blockquote></p><p> Rivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors&nbsp;and Ford, even though the company hasn't reported any revenue yet.</p><p><blockquote>Rivian首次亮相的惊人反弹使这家电动汽车制造商实现了比通用汽车和福特等传统美国汽车制造商巨头更大的市值，尽管该公司尚未公布任何收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2020a08ae7df976ad58c68b103b53ec2\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Rivian's R1T pickup truck on RIVN stock IPO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：RIVN股票IPO上的Rivian R1T皮卡。</span></p></blockquote></p><p> From a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?</p><p><blockquote>从基本面角度来看，Rivian要证明自己值得被估值为1000亿美元的公司，面临着巨大的挑战。但在当今高度投机的市场中，基本面真的重要吗？</blockquote></p><p> <b>What to expect for Q3 earnings</b></p><p><blockquote><b>对第三季度收益的预期</b></blockquote></p><p> Rivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.</p><p><blockquote>Rivian和其他大型电动汽车公司尽管属于汽车行业，但仍被列为科技股。这些公司将自己视为技术游戏规则的改变者——摆脱化石燃料的新交通模式的成员。</blockquote></p><p> A growth-centric viewpoint goes partway to explaining why companies like Tesla&nbsp;and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.</p><p><blockquote>以增长为中心的观点在一定程度上解释了为什么像特斯拉和Rivian这样的公司，尽管它们每年生产的汽车比福特和通用等传统汽车公司少得多，但它们的市值却更大。市场正在为颠覆性技术定价，这些技术可能会彻底改变整个汽车行业。</blockquote></p><p> But from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.</p><p><blockquote>但从纯粹基于基本面的角度来看，1000亿美元的市值现在几乎不可能证明是合理的，甚至几年后也可能不合理。</blockquote></p><p> Rivian has generated zero revenue so far and its&nbsp;actual production capacity&nbsp;is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.</p><p><blockquote>到目前为止，Rivian的收入为零，实际产能为每年15万辆。如果我们假设产量达到峰值产能，Rivian目前每生产一辆电动汽车的股权价值约为675,000美元。</blockquote></p><p> Ford, by comparison, is valued at $20,470 per vehicle produced, considering&nbsp;its 2020 production output. The company also&nbsp;generated $127 billion&nbsp;in revenue during 2020.</p><p><blockquote>相比之下，考虑到2020年的产量，福特每生产一辆汽车的价值为20,470美元。该公司在2020年还创造了1270亿美元的收入。</blockquote></p><p> Since Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.</p><p><blockquote>由于Rivian的汽车尚未进入经销商处，财报日的情绪将主要是（如果不是纯粹的）投机性的。可能的移动催化剂包括新订单的增加、新技术的推出或另一个主要合作伙伴关系的宣布。</blockquote></p><p> Therefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.</p><p><blockquote>因此，即使还没有销售，Rivian的股价也有很多理由可能会上涨至创纪录的涨幅。</blockquote></p><p> <b>Puts or calls? Or maybe both?</b></p><p><blockquote><b>看跌期权还是评级？或者两者都有？</b></blockquote></p><p> Traders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.</p><p><blockquote>愿意参与Rivian“盈利游戏”的交易者可能会发现选择是最佳举措。鉴于围绕Rivian的高度猜测，这家电动汽车制造商的股价在财报发布后可能会上涨或暴跌。如果事实确实如此，多头跨式策略可能会获得可观的收益。</blockquote></p><p> A long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.</p><p><blockquote>多头跨式策略涉及购买同一标的股票和同一到期日的看涨期权和看跌期权。只要标的股票的价格出现重大变动，多头跨式多头就会出现——变动的方向并不重要。此类策略通常用于高波动性收益押注的背景下。</blockquote></p><p> Of course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.</p><p><blockquote>当然，多头跨式并不能保证惊人的利润。Rivian财报发布后的股价变动可能远低于预期，这意味着评级和看跌期权到期时都可能一文不值。此外，由于预期RIVN第三季度收益而大量买入期权可能会推高看跌期权和评级的价格，从而侵蚀交易的潜在利润。</blockquote></p><p> <b>Should investors buy Rivian ahead of earnings?</b></p><p><blockquote><b>投资者应该在盈利之前购买Rivian吗？</b></blockquote></p><p> According to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.</p><p><blockquote>华尔街专家表示，Rivian股票在财报公布前属于“适度买入”——共识表明，尽管市值极高，但Rivian股票仍被低估。该公司目前的平均目标价为135美元，这意味着上涨16%。</blockquote></p><p> The most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.</p><p><blockquote>最乐观的评级来自美国银行证券分析师John Murphy，他认为该股未来上涨46%，目标价为170美元。Murphy认为，Rivian凭借其“极其全面和构建良好的业务战略，以及可靠/创新的技术和有趣/有吸引力的产品，并得到了关键锚定客户（亚马逊）的验证”，在其他电动汽车制造商中脱颖而出。</blockquote></p><p> Baird’s George Gianarikas thinks Rivian is the&nbsp;only EV maker that can truly compete&nbsp;with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.</p><p><blockquote>Baird的George Gianarikas认为Rivian是唯一一家能够真正与特斯拉竞争的电动汽车制造商。该分析师认为，Rivian对电动汽车市场充满希望的态度、稳健的资产负债表以及与亚马逊的合作伙伴关系是其股价在未来12个月内达到150美元的催化剂。</blockquote></p><p></p><p> But not everyone on the Street is bullish on RIVN. Goldman Sach&nbsp;sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.</p><p><blockquote>但并非街上的每个人都看好RIVN。高盛分析师Mark Delainey对此持怀疑态度，给予Rivian中性评级，目标价94美元，意味着下跌近19%。尽管德莱尼发现Rivian的产品系列很有吸引力，并认为该公司的品牌影响力不断增长，但他认为，汽车行业的历史数据表明，新来者扩大规模是多么困难——即使这些新来者是电动汽车制造商。该分析师还预计，从2021年第四季度到2025年底，现金消耗约为200亿美元。</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>Is Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Rivian Stock a Buy Ahead of its Q3 Earnings?<blockquote>Rivian股票在第三季度财报公布之前值得买入吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-16 09:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.</p><p><blockquote>12月16日，Rivian RIVN将公布上市以来的首份财报。以下是投资者在了解这家电动汽车制造商第三季度收益时应该关注的内容。</blockquote></p><p> Electric vehicle giant Rivian&nbsp;will report its earnings on December 16 for the first time since its massively hyped IPO in early November.</p><p><blockquote>电动汽车巨头Rivian将于12月16日公布财报，这是自11月初大肆宣传的IPO以来的首次财报。</blockquote></p><p> Rivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors&nbsp;and Ford, even though the company hasn't reported any revenue yet.</p><p><blockquote>Rivian首次亮相的惊人反弹使这家电动汽车制造商实现了比通用汽车和福特等传统美国汽车制造商巨头更大的市值，尽管该公司尚未公布任何收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2020a08ae7df976ad58c68b103b53ec2\" tg-width=\"1200\" tg-height=\"900\" width=\"100%\" height=\"auto\"><span>Figure 1: Rivian's R1T pickup truck on RIVN stock IPO.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：RIVN股票IPO上的Rivian R1T皮卡。</span></p></blockquote></p><p> From a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?</p><p><blockquote>从基本面角度来看，Rivian要证明自己值得被估值为1000亿美元的公司，面临着巨大的挑战。但在当今高度投机的市场中，基本面真的重要吗？</blockquote></p><p> <b>What to expect for Q3 earnings</b></p><p><blockquote><b>对第三季度收益的预期</b></blockquote></p><p> Rivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.</p><p><blockquote>Rivian和其他大型电动汽车公司尽管属于汽车行业，但仍被列为科技股。这些公司将自己视为技术游戏规则的改变者——摆脱化石燃料的新交通模式的成员。</blockquote></p><p> A growth-centric viewpoint goes partway to explaining why companies like Tesla&nbsp;and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.</p><p><blockquote>以增长为中心的观点在一定程度上解释了为什么像特斯拉和Rivian这样的公司，尽管它们每年生产的汽车比福特和通用等传统汽车公司少得多，但它们的市值却更大。市场正在为颠覆性技术定价，这些技术可能会彻底改变整个汽车行业。</blockquote></p><p> But from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.</p><p><blockquote>但从纯粹基于基本面的角度来看，1000亿美元的市值现在几乎不可能证明是合理的，甚至几年后也可能不合理。</blockquote></p><p> Rivian has generated zero revenue so far and its&nbsp;actual production capacity&nbsp;is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.</p><p><blockquote>到目前为止，Rivian的收入为零，实际产能为每年15万辆。如果我们假设产量达到峰值产能，Rivian目前每生产一辆电动汽车的股权价值约为675,000美元。</blockquote></p><p> Ford, by comparison, is valued at $20,470 per vehicle produced, considering&nbsp;its 2020 production output. The company also&nbsp;generated $127 billion&nbsp;in revenue during 2020.</p><p><blockquote>相比之下，考虑到2020年的产量，福特每生产一辆汽车的价值为20,470美元。该公司在2020年还创造了1270亿美元的收入。</blockquote></p><p> Since Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.</p><p><blockquote>由于Rivian的汽车尚未进入经销商处，财报日的情绪将主要是（如果不是纯粹的）投机性的。可能的移动催化剂包括新订单的增加、新技术的推出或另一个主要合作伙伴关系的宣布。</blockquote></p><p> Therefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.</p><p><blockquote>因此，即使还没有销售，Rivian的股价也有很多理由可能会上涨至创纪录的涨幅。</blockquote></p><p> <b>Puts or calls? Or maybe both?</b></p><p><blockquote><b>看跌期权还是评级？或者两者都有？</b></blockquote></p><p> Traders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.</p><p><blockquote>愿意参与Rivian“盈利游戏”的交易者可能会发现选择是最佳举措。鉴于围绕Rivian的高度猜测，这家电动汽车制造商的股价在财报发布后可能会上涨或暴跌。如果事实确实如此，多头跨式策略可能会获得可观的收益。</blockquote></p><p> A long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.</p><p><blockquote>多头跨式策略涉及购买同一标的股票和同一到期日的看涨期权和看跌期权。只要标的股票的价格出现重大变动，多头跨式多头就会出现——变动的方向并不重要。此类策略通常用于高波动性收益押注的背景下。</blockquote></p><p> Of course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.</p><p><blockquote>当然，多头跨式并不能保证惊人的利润。Rivian财报发布后的股价变动可能远低于预期，这意味着评级和看跌期权到期时都可能一文不值。此外，由于预期RIVN第三季度收益而大量买入期权可能会推高看跌期权和评级的价格，从而侵蚀交易的潜在利润。</blockquote></p><p> <b>Should investors buy Rivian ahead of earnings?</b></p><p><blockquote><b>投资者应该在盈利之前购买Rivian吗？</b></blockquote></p><p> According to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.</p><p><blockquote>华尔街专家表示，Rivian股票在财报公布前属于“适度买入”——共识表明，尽管市值极高，但Rivian股票仍被低估。该公司目前的平均目标价为135美元，这意味着上涨16%。</blockquote></p><p> The most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.</p><p><blockquote>最乐观的评级来自美国银行证券分析师John Murphy，他认为该股未来上涨46%，目标价为170美元。Murphy认为，Rivian凭借其“极其全面和构建良好的业务战略，以及可靠/创新的技术和有趣/有吸引力的产品，并得到了关键锚定客户（亚马逊）的验证”，在其他电动汽车制造商中脱颖而出。</blockquote></p><p> Baird’s George Gianarikas thinks Rivian is the&nbsp;only EV maker that can truly compete&nbsp;with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.</p><p><blockquote>Baird的George Gianarikas认为Rivian是唯一一家能够真正与特斯拉竞争的电动汽车制造商。该分析师认为，Rivian对电动汽车市场充满希望的态度、稳健的资产负债表以及与亚马逊的合作伙伴关系是其股价在未来12个月内达到150美元的催化剂。</blockquote></p><p></p><p> But not everyone on the Street is bullish on RIVN. Goldman Sach&nbsp;sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.</p><p><blockquote>但并非街上的每个人都看好RIVN。高盛分析师Mark Delainey对此持怀疑态度，给予Rivian中性评级，目标价94美元，意味着下跌近19%。尽管德莱尼发现Rivian的产品系列很有吸引力，并认为该公司的品牌影响力不断增长，但他认为，汽车行业的历史数据表明，新来者扩大规模是多么困难——即使这些新来者是电动汽车制造商。该分析师还预计，从2021年第四季度到2025年底，现金消耗约为200亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/is-rivian-stock-a-buy-ahead-of-its-q3-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/is-rivian-stock-a-buy-ahead-of-its-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143987480","content_text":"On December 16, Rivian RIVN will announce its first earnings since going public. Here is what investors should look for heading into this EV maker’s third-quarter earnings.\nElectric vehicle giant Rivian will report its earnings on December 16 for the first time since its massively hyped IPO in early November.\nRivian's phenomenal debut rally has led the EV maker to achieve a larger market capitalization than traditional American automaker giants such as General Motors and Ford, even though the company hasn't reported any revenue yet.\nFigure 1: Rivian's R1T pickup truck on RIVN stock IPO.\nFrom a fundamentals perspective, Rivian has a big challenge ahead in proving that it deserves to be valued as a $100 billion company. But do fundamentals matter much in today’s highly speculative market?\nWhat to expect for Q3 earnings\nRivian and other big EV names, even though they’re in the automotive industry, are listed as technology stocks. These companies see themselves as technological game-changers – members of a new transportation paradigm that’s free from fossil fuels.\nA growth-centric viewpoint goes partway to explaining why companies like Tesla and Rivian, even though they make far fewer vehicles per year than traditional automotive names like Ford and General Motors, have larger market capitalizations. The market is pricing in disruptive technologies that could, potentially, turn the entire automotive industry on its head.\nBut from a purely fundamentals-based perspective, a $100 billion market cap is almost impossible to justify right now, and it may not even be justified several years down the road.\nRivian has generated zero revenue so far and its actual production capacity is 150,000 units annually. If we assume production reaches peak capacity, Rivian's equity would currently be valued at about $675,000 per electric vehicle produced.\nFord, by comparison, is valued at $20,470 per vehicle produced, considering its 2020 production output. The company also generated $127 billion in revenue during 2020.\nSince Rivian’s vehicles aren’t rolling into dealerships yet, sentiment on earnings day will be primarily (if not purely) speculative. Possible catalysts for movement including rising new orders, the launching of new technologies, or the announcement of another major partnership.\nTherefore, even without sales yet, there are plenty of reasons Rivian’s stock could rally to record gains.\nPuts or calls? Or maybe both?\nTraders willing to join in on Rivian’s “earnings play” may find options to be the best move. Given the high speculation surrounding Rivian, it’s likely that this EV makers’ stock will either jump or plummet post-earnings. A long straddle strategy could see solid gains if this indeed turns out to be the case.\nA long straddle strategy involves buying both a call and a put option for the same underlying stock and for the same expiry date. Long straddles will come out ahead as long as there’s a significant move in the price of the underlying stock – the direction of the move doesn’t matter. Such strategies are often used in the context of high-volatility earnings bets.\nOf course, a long straddle doesn’t guarantee outrageous profits. Rivian’s post-earnings share price could move far less than anticipated, meaning that the calls and puts could all expire worthless. Also, heavy options buying in anticipation of RIVN’s Q3 earnings could drive up the price of both puts and calls, eating away at potential profit from the trade.\nShould investors buy Rivian ahead of earnings?\nAccording to Wall Street experts, Rivian stock is a “moderate buy” ahead of earnings — the consensus suggests that, despite its sky-high market cap, Rivian stock is still undervalued. The current average price target for the company is $135, which implies a 16% upside.\nThe most bullish rating comes from Bank of America Securities analyst John Murphy, who sees 46% upside ahead for the stock,forecasting a $170 price target. Murphy sees Rivian standing out among other electric vehicle manufacturers with its “extremely comprehensive and well-constructed business strategy, in addition to solid/innovative technology and interesting/attractive product, validated by a key anchor customer (Amazon.com),”.\nBaird’s George Gianarikas thinks Rivian is the only EV maker that can truly compete with Tesla. The analyst sees Rivian’s promising approach to the EV market, its robust balance sheet, and its partnership with Amazon as being catalysts for its share price reaching $150 in the next twelve months.\nBut not everyone on the Street is bullish on RIVN. Goldman Sach sanalyst Mark Delainey is skeptical, with a neutral rating on Rivian and a $94 price target, implying a nearly 19% downside. Even though he finds Rivian’s product set attractive and sees the company’s brand presence as growing, Delainey believes that historical automotive industry data show how hard it is for newcomers to scale – even if those newcomers are EV manufacturers. The analyst also projects about $20 billion of cash burn from Q4 of 2021 through the end of 2025.","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879755986,"gmtCreate":1636778152082,"gmtModify":1636778152082,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Looks like a good investment.&nbsp;","listText":"Looks like a good investment.&nbsp;","text":"Looks like a good investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879755986","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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>Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">2021-11-13 10:36</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>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩大</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872493171,"gmtCreate":1637555956454,"gmtModify":1637555956539,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Sounds promising","listText":"Sounds promising","text":"Sounds promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872493171","repostId":"1165702862","repostType":4,"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848820765,"gmtCreate":1635989817984,"gmtModify":1635989818064,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Shorting this is like playing with fire.&nbsp;","listText":"Shorting this is like playing with fire.&nbsp;","text":"Shorting this is like playing with fire.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848820765","repostId":"2180768968","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873228025,"gmtCreate":1636950268927,"gmtModify":1636950268927,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Ran up too high I think","listText":"Ran up too high I think","text":"Ran up too high I think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873228025","repostId":"1186426992","repostType":4,"repost":{"id":"1186426992","kind":"news","pubTimestamp":1636944636,"share":"https://www.laohu8.com/m/news/1186426992?lang=zh_CN&edition=full","pubTime":"2021-11-15 10:50","market":"us","language":"en","title":"Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186426992","media":"Motley Fool","summary":"Nvidiais slated to report its third-quarter results for fiscal 2022  after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）定于11月17日星期三收盘后公布2022财年第三季度业绩（基本上是8月至10月期间）。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外，许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情，用韦氏词典的话说，这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上，英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The&nbsp;<b>S&amp;P 500</b>&nbsp;index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日，2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the&nbsp;tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table>  <thead>   <tr>    <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th>    <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财年指引</th></blockquote></p><p></th>    <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th>    <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td>    <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td>    <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td>    <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td>    <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td>    <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td>    <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td>    <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td>    <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源：英伟达和雅虎！金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割，该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言，在第二季度，Nvidia的收入同比增长68%（环比增长15%），达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元，调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元，因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现：</blockquote></p><p> <table>  <thead>   <tr>    <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th>    <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th>    <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td>    <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td>    <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td>    <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td>    <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td>    <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td>    <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td>    <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td>    <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td>    <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td>    <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td>    <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td>    <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td>   </tr>   <tr>    <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td>    <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td>    <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td>    <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td>    <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td>    <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td>    <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源：英伟达。OEM和IP=原始设备制造商和知识产权；不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度，这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中，Colette Kress表示，“游戏平台的增长是由基于该公司Ampere GPU（图形处理单元）架构的GeForce RTX 30系列的持续强劲销售推动的”，正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样，Ampere GPU的增长也推动了专业可视化的增长，尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品，该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度，该产品的销售额为2.66亿美元，占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡，这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好，但最好将这笔钱视为锦上添花。加密货币领域波动极大，因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布，最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧，英伟达遇到了一些监管阻力，因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功，那就太好了，但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样，相对于华尔街的预期，该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季，分析师预测调整后每股收益为1.08美元，营收为68.1亿美元，同比分别增长40%和36%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报：周三看点</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\">2021-11-15 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>（纳斯达克股票代码：NVDA）定于11月17日星期三收盘后公布2022财年第三季度业绩（基本上是8月至10月期间）。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外，许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情，用韦氏词典的话说，这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上，英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The&nbsp;<b>S&amp;P 500</b>&nbsp;index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日，2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the&nbsp;tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table>  <thead>   <tr>    <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th>    <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财年指引</th></blockquote></p><p></th>    <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th>    <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td>    <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td>    <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td>    <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td>    <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td>    <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td>    <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td>    <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td>    <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源：英伟达和雅虎！金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割，该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言，在第二季度，Nvidia的收入同比增长68%（环比增长15%），达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元，调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元，因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现：</blockquote></p><p> <table>  <thead>   <tr>    <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th>    <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th>    <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th>    <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th>   </tr>  </thead>  <tbody>   <tr>    <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td>    <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td>    <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td>    <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td>    <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td>    <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td>    <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td>    <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td>    <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td>    <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td>    <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td>    <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td>    <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td>   </tr>   <tr>    <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td>    <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td>    <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td>    <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td>   </tr>   <tr>    <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td>    <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td>    <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td>    <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td>   </tr>  </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源：英伟达。OEM和IP=原始设备制造商和知识产权；不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度，这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中，Colette Kress表示，“游戏平台的增长是由基于该公司Ampere GPU（图形处理单元）架构的GeForce RTX 30系列的持续强劲销售推动的”，正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样，Ampere GPU的增长也推动了专业可视化的增长，尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品，该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度，该产品的销售额为2.66亿美元，占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡，这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好，但最好将这笔钱视为锦上添花。加密货币领域波动极大，因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布，最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧，英伟达遇到了一些监管阻力，因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功，那就太好了，但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样，相对于华尔街的预期，该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季，分析师预测调整后每股收益为1.08美元，营收为68.1亿美元，同比分别增长40%和36%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845992479,"gmtCreate":1636260241698,"gmtModify":1636260241787,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Looks like they are all going up and up and up","listText":"Looks like they are all going up and up and up","text":"Looks like they are all going up and up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845992479","repostId":"2181074782","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846255784,"gmtCreate":1636089231105,"gmtModify":1636089283501,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Waiting to see when the meme ape's gold runs out.. then BOOM it goes","listText":"Waiting to see when the meme ape's gold runs out.. then BOOM it goes","text":"Waiting to see when the meme ape's gold runs out.. then BOOM it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846255784","repostId":"1105927429","repostType":4,"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848866259,"gmtCreate":1635989565148,"gmtModify":1635989565262,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Looks like it is really taking off","listText":"Looks like it is really taking off","text":"Looks like it is really taking off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848866259","repostId":"2180663337","repostType":4,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840245024,"gmtCreate":1635653400715,"gmtModify":1635653400715,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"Right","listText":"Right","text":"Right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840245024","repostId":"2179371226","repostType":4,"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603252874,"gmtCreate":1638417123356,"gmtModify":1638417123480,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098498544462920","idStr":"4098498544462920"},"themes":[],"htmlText":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","listText":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","text":"What a u turn by Powell.. just to convince the senate for his reappointment?!?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603252874","repostId":"1196358645","repostType":4,"isVote":1,"tweetType":1,"viewCount":4138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}