Charismatic的个人主页 - 老虎社区

Charismatic

Charismatic

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2021-11-30

Good time to buy again

Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</blockquote>

2021-11-15

Capital Land dividend good?

抱歉，原内容已删除

2021-12-08

$Alibaba(BABA)$S$150 - got chance?

2021-11-24

$Apple(AAPL)$The most powerful one!

2021-12-08

To the moon. Christmas comes early on the 18th.

Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</blockquote>

2021-12-15

But all e-commerce players are in the dip! I doubt this will skyrocket.

Amazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</blockquote>

2021-12-02

Don’t und why Pfizer has higher valuation but cheaper than Moderna?

Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>

2021-11-20

Slowly building up. Have faith for long term.

抱歉，原内容已删除

2021-11-14

$NIO Inc.(NIO)$Hold hold hold

2021-12-18

$NIO Inc.(NIO)$I think the EV market is too volatile. One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.

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One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>I think the EV market is too volatile. One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.&nbsp;","text":"$NIO Inc.(NIO)$I think the EV market is too volatile. One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.","images":[{"img":"https://static.tigerbbs.com/e77a9301ace7d02d3fe6defd76cce584","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699876271","isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607558058,"gmtCreate":1639568369182,"gmtModify":1639568370055,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"There you go. Just this morning they say Amazon has good prospect in 2022","listText":"There you go. Just this morning they say Amazon has good prospect in 2022","text":"There you go. Just this morning they say Amazon has good prospect in 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607558058","repostId":"1176569118","repostType":4,"repost":{"id":"1176569118","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":1639560524,"share":"https://www.laohu8.com/m/news/1176569118?lang=zh_CN&edition=full","pubTime":"2021-12-15 17:28","market":"hk","language":"en","title":"E-commerce stocks fell in premarket trading, with Alibaba,Pinduoduo and JD.com dropping nearly 2%<blockquote>电商股盘前下跌，阿里巴巴-SW、拼多多和京东跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176569118","media":"Tiger Newspress","summary":"E-commerce stocks fell in premarket trading, with Alibaba, Pinduoduo and JD.com dropping nearly 2%.","content":"<p>E-commerce stocks fell in premarket trading, with Alibaba,&nbsp;Pinduoduo and JD.com dropping nearly 2%.<img src=\"https://static.tigerbbs.com/2a66b360882df2f7b018fa7204c8a8cd\" tg-width=\"291\" tg-height=\"162\" width=\"100%\" height=\"auto\"></p><p><blockquote>电商股在盘前交易中下跌，阿里巴巴-SW、拼多多和京东下跌近2%。</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>E-commerce stocks fell in premarket trading, with Alibaba,Pinduoduo and JD.com dropping nearly 2%<blockquote>电商股盘前下跌，阿里巴巴-SW、拼多多和京东跌近2%</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\">\nE-commerce stocks fell in premarket trading, with Alibaba,Pinduoduo and JD.com dropping nearly 2%<blockquote>电商股盘前下跌，阿里巴巴-SW、拼多多和京东跌近2%</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\">2021-12-15 17:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>E-commerce stocks fell in premarket trading, with Alibaba,&nbsp;Pinduoduo and JD.com dropping nearly 2%.<img src=\"https://static.tigerbbs.com/2a66b360882df2f7b018fa7204c8a8cd\" tg-width=\"291\" tg-height=\"162\" width=\"100%\" height=\"auto\"></p><p><blockquote>电商股在盘前交易中下跌，阿里巴巴-SW、拼多多和京东下跌近2%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","09618":"京东集团-SW","BABA":"阿里巴巴","JD":"京东","PDD":"拼多多"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176569118","content_text":"E-commerce stocks fell in premarket trading, with Alibaba, Pinduoduo and JD.com dropping nearly 2%.","news_type":1,"symbols_score_info":{"JD":0.9,"09988":0.9,"PDD":0.9,"09618":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":4745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607643390,"gmtCreate":1639536419563,"gmtModify":1639536419783,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"But all e-commerce players are in the dip! I doubt this will skyrocket.","listText":"But all e-commerce players are in the dip! I doubt this will skyrocket.","text":"But all e-commerce players are in the dip! I doubt this will skyrocket.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607643390","repostId":"1161863455","repostType":4,"repost":{"id":"1161863455","kind":"news","pubTimestamp":1639535564,"share":"https://www.laohu8.com/m/news/1161863455?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:32","market":"us","language":"en","title":"Amazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161863455","media":"TheStreet","summary":"Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons wh","content":"<p>Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.</p><p><blockquote>亚马逊股票在2021年令人失望之后，未来一年能否迎来美好的一年？以下是这家电子商务巨头的股价在2022年可能跑赢大型科技集团的关键原因。</blockquote></p><p> Amazon stock&nbsp;continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector&nbsp;and the tech-rich Nasdaq index&nbsp;by a mile so far this year.</p><p><blockquote>亚马逊股票在2021年继续表现不佳，令人失望。下图显示，今年迄今为止，该股已落后于科技股和科技股丰富的纳斯达克指数一英里。</blockquote></p><p> But last week, I saw&nbsp;the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.</p><p><blockquote>但上周，我将最近的疲软视为买入机会。不仅如此，我还称AMZN为“我2022年的大型科技选择”。下面，我向TheStreet观众解释为什么我认为这家云和电子商务巨头的股价在未来12个月可能会有更好的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d64c80fb9227dfb2f07ca327020b7b\" tg-width=\"882\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: AMZN, XLK COMPX comparison.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：AMZN、XLK COMPX比较。</span></p></blockquote></p><p> <b>Best to buy AMZN on the dip</b></p><p><blockquote><b>最好逢低买入AMZN</b></blockquote></p><p> The first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.</p><p><blockquote>现在购买亚马逊股票并至少持有到2022年底的第一个理由非常简单：股价下跌。据上次检查，亚马逊的股价比7月初的峰值低了近10%。股价不仅已经陷入水下近半年，而且几乎处于回调区域。</blockquote></p><p> There are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined&nbsp;that, historically, the approach has produced better returns.</p><p><blockquote>有很多方法可以合理化逢低买入策略。投资常识建议低买高卖。我输入了数字并确定，从历史上看，这种方法会产生更好的回报。</blockquote></p><p> An investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.</p><p><blockquote>一位在接近峰值价格时买入AMZN的投资者一年后平均收益为29%。还不错。但当股价比历史高点低15%或更多时，这一数字就会跃升至42%。亚马逊股票现在还没有完全到位，但我仍然认为今天存在大幅上涨的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe59b47af83bd439a7f35ab6c5325b9b\" tg-width=\"630\" tg-height=\"410\" width=\"100%\" height=\"auto\"><span>Figure 2: Median one-year return on AMZN.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的一年回报率中位数。</span></p></blockquote></p><p> <b>Not all about the bargain price</b></p><p><blockquote><b>并不全是因为价格便宜</b></blockquote></p><p> To be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.</p><p><blockquote>需要明确的是，今天购买亚马逊的吸引力超越了其较低的股价。在更高的层面上，这家总部位于西雅图的公司仍然是其目前运营的几乎所有业务中最相关的参与者之一：从电子商务到云，从科技设备到流媒体服务。</blockquote></p><p> I have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed&nbsp;market leader&nbsp;in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.</p><p><blockquote>我没有理由指望这种动态会很快改变。例如，亚马逊不太可能从美国电子商务无可争议的市场领导者（目前拥有令人印象深刻的41%的市场份额）转变为该领域的次要参与者。部分原因是该公司在基础设施方面的大量投资，以确保其高增长轨迹保持不变。</blockquote></p><p> The problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:</p><p><blockquote>问题是，如今，亚马逊的交易方式并不像长期赢家那样。相反，它被视为短期输家。以下是我在Seeking Alpha文章中对此主题的看法：</blockquote></p><p>   “  <i>On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable</i>.”  I see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.</p><p><blockquote>“<i>在劳动力方面，亚马逊不得不加大招聘力度【……】，而此时劳动力短缺和工资上涨可能已经达到疫情复苏的顶峰。在产品方面，由于通胀压力和运输挑战，成本已经上升，更不用说需要重新安排库存以避开瓶颈。此外，亚马逊今年也成为了难以克服的竞争的受害者。[…]从短期角度来看，亚马逊股票在过去六个月左右的低迷是有道理的</i>.“我认为市场对亚马逊不太令人兴奋的短期前景的关注是一个机会，而不是担心的理由。长期投资的投资者不应该太关心亚马逊股价是否会在几周内上涨或下跌。抛开不利因素不谈，我相信AMZN的估值将比目前3,400美元的水平高得多。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</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\">\nAmazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-15 10:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.</p><p><blockquote>亚马逊股票在2021年令人失望之后，未来一年能否迎来美好的一年？以下是这家电子商务巨头的股价在2022年可能跑赢大型科技集团的关键原因。</blockquote></p><p> Amazon stock&nbsp;continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector&nbsp;and the tech-rich Nasdaq index&nbsp;by a mile so far this year.</p><p><blockquote>亚马逊股票在2021年继续表现不佳，令人失望。下图显示，今年迄今为止，该股已落后于科技股和科技股丰富的纳斯达克指数一英里。</blockquote></p><p> But last week, I saw&nbsp;the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.</p><p><blockquote>但上周，我将最近的疲软视为买入机会。不仅如此，我还称AMZN为“我2022年的大型科技选择”。下面，我向TheStreet观众解释为什么我认为这家云和电子商务巨头的股价在未来12个月可能会有更好的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d64c80fb9227dfb2f07ca327020b7b\" tg-width=\"882\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: AMZN, XLK COMPX comparison.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：AMZN、XLK COMPX比较。</span></p></blockquote></p><p> <b>Best to buy AMZN on the dip</b></p><p><blockquote><b>最好逢低买入AMZN</b></blockquote></p><p> The first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.</p><p><blockquote>现在购买亚马逊股票并至少持有到2022年底的第一个理由非常简单：股价下跌。据上次检查，亚马逊的股价比7月初的峰值低了近10%。股价不仅已经陷入水下近半年，而且几乎处于回调区域。</blockquote></p><p> There are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined&nbsp;that, historically, the approach has produced better returns.</p><p><blockquote>有很多方法可以合理化逢低买入策略。投资常识建议低买高卖。我输入了数字并确定，从历史上看，这种方法会产生更好的回报。</blockquote></p><p> An investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.</p><p><blockquote>一位在接近峰值价格时买入AMZN的投资者一年后平均收益为29%。还不错。但当股价比历史高点低15%或更多时，这一数字就会跃升至42%。亚马逊股票现在还没有完全到位，但我仍然认为今天存在大幅上涨的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe59b47af83bd439a7f35ab6c5325b9b\" tg-width=\"630\" tg-height=\"410\" width=\"100%\" height=\"auto\"><span>Figure 2: Median one-year return on AMZN.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的一年回报率中位数。</span></p></blockquote></p><p> <b>Not all about the bargain price</b></p><p><blockquote><b>并不全是因为价格便宜</b></blockquote></p><p> To be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.</p><p><blockquote>需要明确的是，今天购买亚马逊的吸引力超越了其较低的股价。在更高的层面上，这家总部位于西雅图的公司仍然是其目前运营的几乎所有业务中最相关的参与者之一：从电子商务到云，从科技设备到流媒体服务。</blockquote></p><p> I have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed&nbsp;market leader&nbsp;in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.</p><p><blockquote>我没有理由指望这种动态会很快改变。例如，亚马逊不太可能从美国电子商务无可争议的市场领导者（目前拥有令人印象深刻的41%的市场份额）转变为该领域的次要参与者。部分原因是该公司在基础设施方面的大量投资，以确保其高增长轨迹保持不变。</blockquote></p><p> The problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:</p><p><blockquote>问题是，如今，亚马逊的交易方式并不像长期赢家那样。相反，它被视为短期输家。以下是我在Seeking Alpha文章中对此主题的看法：</blockquote></p><p>   “  <i>On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable</i>.”  I see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.</p><p><blockquote>“<i>在劳动力方面，亚马逊不得不加大招聘力度【……】，而此时劳动力短缺和工资上涨可能已经达到疫情复苏的顶峰。在产品方面，由于通胀压力和运输挑战，成本已经上升，更不用说需要重新安排库存以避开瓶颈。此外，亚马逊今年也成为了难以克服的竞争的受害者。[…]从短期角度来看，亚马逊股票在过去六个月左右的低迷是有道理的</i>.“我认为市场对亚马逊不太令人兴奋的短期前景的关注是一个机会，而不是担心的理由。长期投资的投资者不应该太关心亚马逊股价是否会在几周内上涨或下跌。抛开不利因素不谈，我相信AMZN的估值将比目前3,400美元的水平高得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022\">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":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161863455","content_text":"Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.\nAmazon stock continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector and the tech-rich Nasdaq index by a mile so far this year.\nBut last week, I saw the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.\nFigure 1: AMZN, XLK COMPX comparison.\nBest to buy AMZN on the dip\nThe first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.\nThere are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined that, historically, the approach has produced better returns.\nAn investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.\nFigure 2: Median one-year return on AMZN.\nNot all about the bargain price\nTo be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.\nI have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed market leader in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.\nThe problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:\n\n “\n On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable.”\n\nI see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607649044,"gmtCreate":1639536267946,"gmtModify":1639536268194,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Buy more&nbsp;","listText":"Buy more&nbsp;","text":"Buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607649044","repostId":"1148385457","repostType":4,"repost":{"id":"1148385457","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1639534496,"share":"https://www.laohu8.com/m/news/1148385457?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:14","market":"us","language":"en","title":"2 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在2022年获胜的2个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148385457","media":"Benzinga","summary":"Walt Disney Co was named a top pick for 2022 by Morgan Stanley on Tuesday.\nHaving underperformed the","content":"<p><b>Walt Disney Co</b>&nbsp;was named a top pick for 2022 by Morgan Stanley on Tuesday.</p><p><blockquote><b>迪斯尼公司</b>周二被摩根士丹利评为2022年最佳选择。</blockquote></p><p> Having underperformed the market all year, Disney's&nbsp;stock&nbsp;is a great buy at current levels, according to&nbsp;MAI Capital Management's&nbsp;<b>Chris Grisanti</b>.</p><p><blockquote>MAI Capital Management表示，迪士尼股票全年表现逊于市场，在当前水平上值得买入<b>克里斯·格里桑蒂</b>.</blockquote></p><p> \"Disney is going to win in two different ways,\"&nbsp;Grisanti said Tuesday on CNBC's \"The Exchange.\"</p><p><blockquote>“迪士尼将以两种不同的方式获胜，”格里桑蒂周二在CNBC的“The Exchange”节目中表示。</blockquote></p><p> Disney is a reopening stock that is yet to fully reopen, he said, adding that the last 10% of park capacity is by far the most profitable.</p><p><blockquote>他表示，迪士尼是一只重新开放的股票，尚未完全重新开放，并补充说，公园容量的最后10%是迄今为止利润最高的。</blockquote></p><p> \"Once you totally fill them up, which I think will happen by the end of this year, that's amazingly profitable,\" Grisante noted.&nbsp;He expects the parks to be a catalyst for the stock in 2022 and beyond.</p><p><blockquote>Grisante指出：“一旦你完全填满它们（我认为这将在今年年底发生），那将是惊人的利润。”他预计这些公园将成为2022年及以后该股的催化剂。</blockquote></p><p> Grisanti&nbsp;also expects Disney to benefit from its Disney+ streaming service, which is having a mediocre year because of tough&nbsp;comparisons, he said.</p><p><blockquote>格里桑蒂还预计迪士尼将从其Disney+流媒体服务中受益，由于严格的比较，该服务今年表现平平。</blockquote></p><p> \"Content will win out at the end, and I think Disney is second to none in content,\" Grisante emphasized. \"I think it's a real win&nbsp;and a real opportunity.\"</p><p><blockquote>“内容最终会胜出，我认为迪士尼在内容方面是首屈一指的，”Grisante强调。“我认为这是一场真正的胜利，也是一次真正的机会。”</blockquote></p><p> <b>DIS Price Action:</b>Disney has traded as high as $203.02 and as low as $142.04 over a 52-week period. It's down about 17.7% year-to-date.</p><p><blockquote><b>DIS价格走势：</b>迪士尼在52周内的交易价格最高为203.02美元，最低为142.04美元。今年迄今已下跌约17.7%。</blockquote></p><p> The stock closed&nbsp;lower 0.88% at $149.10 on&nbsp;Tuesday.</p><p><blockquote>该股周二收盘下跌0.88%，至149.10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>2 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在2022年获胜的2个原因</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 Reasons Disney's Stock Will Prevail In 2022<blockquote>迪士尼股票将在2022年获胜的2个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-15 10:14</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Walt Disney Co</b>&nbsp;was named a top pick for 2022 by Morgan Stanley on Tuesday.</p><p><blockquote><b>迪斯尼公司</b>周二被摩根士丹利评为2022年最佳选择。</blockquote></p><p> Having underperformed the market all year, Disney's&nbsp;stock&nbsp;is a great buy at current levels, according to&nbsp;MAI Capital Management's&nbsp;<b>Chris Grisanti</b>.</p><p><blockquote>MAI Capital Management表示，迪士尼股票全年表现逊于市场，在当前水平上值得买入<b>克里斯·格里桑蒂</b>.</blockquote></p><p> \"Disney is going to win in two different ways,\"&nbsp;Grisanti said Tuesday on CNBC's \"The Exchange.\"</p><p><blockquote>“迪士尼将以两种不同的方式获胜，”格里桑蒂周二在CNBC的“The Exchange”节目中表示。</blockquote></p><p> Disney is a reopening stock that is yet to fully reopen, he said, adding that the last 10% of park capacity is by far the most profitable.</p><p><blockquote>他表示，迪士尼是一只重新开放的股票，尚未完全重新开放，并补充说，公园容量的最后10%是迄今为止利润最高的。</blockquote></p><p> \"Once you totally fill them up, which I think will happen by the end of this year, that's amazingly profitable,\" Grisante noted.&nbsp;He expects the parks to be a catalyst for the stock in 2022 and beyond.</p><p><blockquote>Grisante指出：“一旦你完全填满它们（我认为这将在今年年底发生），那将是惊人的利润。”他预计这些公园将成为2022年及以后该股的催化剂。</blockquote></p><p> Grisanti&nbsp;also expects Disney to benefit from its Disney+ streaming service, which is having a mediocre year because of tough&nbsp;comparisons, he said.</p><p><blockquote>格里桑蒂还预计迪士尼将从其Disney+流媒体服务中受益，由于严格的比较，该服务今年表现平平。</blockquote></p><p> \"Content will win out at the end, and I think Disney is second to none in content,\" Grisante emphasized. \"I think it's a real win&nbsp;and a real opportunity.\"</p><p><blockquote>“内容最终会胜出，我认为迪士尼在内容方面是首屈一指的，”Grisante强调。“我认为这是一场真正的胜利，也是一次真正的机会。”</blockquote></p><p> <b>DIS Price Action:</b>Disney has traded as high as $203.02 and as low as $142.04 over a 52-week period. It's down about 17.7% year-to-date.</p><p><blockquote><b>DIS价格走势：</b>迪士尼在52周内的交易价格最高为203.02美元，最低为142.04美元。今年迄今已下跌约17.7%。</blockquote></p><p> The stock closed&nbsp;lower 0.88% at $149.10 on&nbsp;Tuesday.</p><p><blockquote>该股周二收盘下跌0.88%，至149.10美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148385457","content_text":"Walt Disney Co was named a top pick for 2022 by Morgan Stanley on Tuesday.\nHaving underperformed the market all year, Disney's stock is a great buy at current levels, according to MAI Capital Management's Chris Grisanti.\n\"Disney is going to win in two different ways,\" Grisanti said Tuesday on CNBC's \"The Exchange.\"\nDisney is a reopening stock that is yet to fully reopen, he said, adding that the last 10% of park capacity is by far the most profitable.\n\"Once you totally fill them up, which I think will happen by the end of this year, that's amazingly profitable,\" Grisante noted. He expects the parks to be a catalyst for the stock in 2022 and beyond.\nGrisanti also expects Disney to benefit from its Disney+ streaming service, which is having a mediocre year because of tough comparisons, he said.\n\"Content will win out at the end, and I think Disney is second to none in content,\" Grisante emphasized. \"I think it's a real win and a real opportunity.\"\nDIS Price Action:Disney has traded as high as $203.02 and as low as $142.04 over a 52-week period. It's down about 17.7% year-to-date.\nThe stock closed lower 0.88% at $149.10 on Tuesday.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":2859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607657965,"gmtCreate":1639536158379,"gmtModify":1639536158622,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Continue to go up and against Omicron","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Continue to go up and against Omicron","text":"$Pfizer(PFE)$Continue to go up and against Omicron","images":[{"img":"https://static.tigerbbs.com/fb9215a79bc3dd640759de656cc9b943","width":"1125","height":"2633"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607657965","isVote":1,"tweetType":1,"viewCount":2677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606748890,"gmtCreate":1638932469419,"gmtModify":1638932469667,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"To the moon. Christmas comes early on the 18th.","listText":"To the moon. Christmas comes early on the 18th.","text":"To the moon. Christmas comes early on the 18th.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606748890","repostId":"1180884235","repostType":2,"repost":{"id":"1180884235","kind":"news","pubTimestamp":1638932278,"share":"https://www.laohu8.com/m/news/1180884235?lang=zh_CN&edition=full","pubTime":"2021-12-08 10:57","market":"us","language":"en","title":"Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180884235","media":"InvestorPlace","summary":"Fans of electric vehicle  stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.Without further ado, let’s dive right into","content":"<p><div> Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle ...</p><p><blockquote><div>电动汽车（EV）股票的粉丝们正在焦急地等待蔚来日，该日已确认将于12月18日在中国苏州市举行。蔚来汽车（纽约证券交易所股票代码：蔚来）预计将推出至少两款新车……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">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>Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</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\">\nDear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-08 10:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle ...</p><p><blockquote><div>电动汽车（EV）股票的粉丝们正在焦急地等待蔚来日，该日已确认将于12月18日在中国苏州市举行。蔚来汽车（纽约证券交易所股票代码：蔚来）预计将推出至少两款新车……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">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/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">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":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180884235","content_text":"Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.\nNio also impressed shareholders after releasing its November delivery numbers. The company reported that it had delivered 10,878 vehicles, up nearly 106% year-over-year (YOY). This brings total year deliveries to 80,940 vehicles, up more than 120% YOY. The November numbers were much needed after Nio reported disappointing October deliveries. Those numbers came in lower due to supply-chain issues and chip shortages.InvestorPlacecontributor Vandita Jadeja notes that Nio’sexpected fourth-quarter deliveries of 23,500 to 25,500 vehicles will be difficult to accomplish.\nWithout further ado, let’s dive right into what investors should know about Nio’s most exciting day of the year.\nNio Day: What NIO Stock Investors Should Know\n\nRumors are flying around that one of the new vehicles to be released during Nio Day is the ET5, a mid-sized sedan. The ET5 will reportedly compete with the BMW(OTCMKTS:BMWYY) 3-series and the Audi A4 at a lower price (Audi is owned by Volkswagen(OTCMKTS:VWAGY)).\nThe ET5 will likely be priced below the ET7, which has a base cost of around $69,000.\nAccording to a research note from Deutsche Bank, the second mystery EV is expected to be similar to the Toyota(NYSE:TM) Alphard, a luxury multi-purpose vehicle (MPV) that “sold 20,000 units in China last year.” Deutsche’s second guess is a high-performance sports coupe.\nNio recently filed a trademark registration for the name EF9, according to Electric Vehicle Web. This has led many to speculate that the new vehicle will be a convertible version of the EP9.\nCEO William Li confirmed that Nio plans on adding three new models to the Nio Technology Platform 2.0 in 2022. One of the models will be the new ET7 sedan. The other two are still unknown.\nFans of NIO stock are also waiting for an update on overseas delivery times and availability, especially in European countries. The company will likely answer this question at Nio Day.\nLi confirmed during a Q2 conference call that Nio had assembled a team to work on a new vehicle brand. In regards to the possible new vehicle brand, Li commented, “The relationship between Nio and our new mass-market brand will be like that of Audi-Volkswagen and Lexus-Toyota.”","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606569304,"gmtCreate":1638894375156,"gmtModify":1638894375362,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>S$150 - got chance?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>S$150 - got chance?&nbsp;","text":"$Alibaba(BABA)$S$150 - got chance?","images":[{"img":"https://static.tigerbbs.com/1e5d45cf45b7fb9997aba9e3f3b26ecf","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606569304","isVote":1,"tweetType":1,"viewCount":2891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606586096,"gmtCreate":1638893227686,"gmtModify":1638893227885,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Show me your magic please&nbsp;","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>Show me your magic please&nbsp;","text":"$Pfizer(PFE)$Show me your magic please","images":[{"img":"https://static.tigerbbs.com/05ce7adf604166dca63b55d12b367a5c","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606586096","isVote":1,"tweetType":1,"viewCount":4276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606275069,"gmtCreate":1638889281786,"gmtModify":1638889281980,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Waiting to buy more&nbsp;","listText":"Waiting to buy more&nbsp;","text":"Waiting to buy more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606275069","repostId":"1162682713","repostType":4,"repost":{"id":"1162682713","kind":"news","pubTimestamp":1638887298,"share":"https://www.laohu8.com/m/news/1162682713?lang=zh_CN&edition=full","pubTime":"2021-12-07 22:28","market":"us","language":"en","title":"Apple: A True 'Never Sell' Position<blockquote>苹果：真正的“永不出售”立场</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162682713","media":"Seeking Alpha","summary":"Summary\n\nWith $315B in authorized share buybacks and a 0.6% yield, Apple should return 4.3% on share","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>With $315B in authorized share buybacks and a 0.6% yield, Apple should return 4.3% on shareholder-friendly practices alone.</li>  <li>In addition, the company will still see double-digit growth in wearables and services, even if iPhone slows down a little.</li>  <li>The Apple ecosystem also stands to get more intertwined with a potential Apple Car and AR/VR plays.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/404c4a2883110ed556fd9700c5cffb83\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>CatLane/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>凭借315B美元的授权股票回购和0.6%的收益率，苹果仅通过股东友好做法就应该获得4.3%的回报。</li><li>此外，该公司在可穿戴设备和服务方面仍将出现两位数的增长，即使iPhone稍微放缓。</li><li>苹果生态系统也将与潜在的苹果汽车和AR/VR游戏更加紧密地交织在一起。</li></ul><p class=\"t-img-caption\"><span>CatLane/iStock未通过Getty Images发布</span></p></blockquote></p><p> At an almost $3T market cap, I am still a holder of Apple (AAPL). While I absolutely wish I would have bought more of this powerhouse in years past, I've made do with incremental gains from dividend reinvestment.</p><p><blockquote>虽然市值接近3T美元，但我仍然是苹果(AAPL)的持有者。虽然我绝对希望在过去几年里购买更多这家巨头的股票，但我还是通过股息再投资获得了增量收益。</blockquote></p><p> The news cycle would have you believe that this behemoth has head-winds galore, and that the downfall could come any day now. With limited risk and potential galore, is the company worth buying today?</p><p><blockquote>新闻周期会让你相信这个庞然大物有很多阻力，垮台随时都可能到来。由于风险有限且潜力巨大，该公司今天值得购买吗？</blockquote></p><p> <b>Limited Risk</b></p><p><blockquote><b>风险有限</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe4e9d4f4aca197052840240959df43\" tg-width=\"640\" tg-height=\"831\" width=\"100%\" height=\"auto\"><span>Image: Forbes magazine cover, 2007</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片：福布斯杂志封面，2007年</span></p></blockquote></p><p> I am familiar with cellphone manufacturers of days past. Nokia, for example, used to be the titan of industry. It was thought to be untouchable and then came the iPhone. I mean, just look at the Forbes cover above, \"can anyone catch the cell phone king?\"</p><p><blockquote>我熟悉过去的手机制造商。例如，诺基亚曾经是工业巨头。它被认为是碰不得的，然后出现了iPhone。我的意思是，看看上面的福布斯封面，“有人能抓住手机大王吗？”</blockquote></p><p> That cover hit news stands on November 12, 2007, a few months after the iPhone had made its debut. The straw that broke Nokia's back, and the feature which gives Apple a moat wider than Apple Park today, The App Store launched in mid-2008.</p><p><blockquote>2007年11月12日，也就是iPhone首次亮相几个月后，这个封面登上了新闻站。压垮诺基亚的最后一根稻草，也是让苹果拥有比苹果公园更宽的护城河的功能，2008年年中推出的App Store。</blockquote></p><p> The App Store, as simple as it may seem, gave Apple the keys to the kingdom. Rather than be limited to the few apps that came on your Nokia device, you could use one of the thousands of apps sold by third-party developers on the iPhone. This was the beginning of a world-beating ecosystem.</p><p><blockquote>App Store看似简单，却给了苹果通往王国的钥匙。你可以在iPhone上使用第三方开发者销售的数千款应用，而不是局限于诺基亚设备上的几款应用。这是一个世界一流生态系统的开始。</blockquote></p><p> Today, Apple's ecosystem has grown in a significant way. The growth of that ecosystem means that Apple \"fanboys\" would have to spend thousands of dollars, or work through significant inconveniences to switch.</p><p><blockquote>今天，苹果的生态系统已经有了显著的发展。这个生态系统的增长意味着苹果的“粉丝”将不得不花费数千美元，或者克服巨大的不便来转换。</blockquote></p><p> Consider the user that has subscriptions to several apps, Air Pods, an Apple Watch, iPhone, iPad, and perhaps a MacBook. That person is not an outlier. If they consider switching to Android they'll have to cancel those several apps, throw their Apple Watch out, replace the AirPods, and would lose lots of great tie-in messaging functionality across the iPad and MacBook.</p><p><blockquote>考虑一下订阅了几个应用程序、Air Pods、苹果手表、iPhone、iPad，也许还有MacBook的用户。那个人不是局外人。如果他们考虑切换到Android，他们将不得不取消这几个应用程序，扔掉他们的苹果手表，更换AirPods，并将失去iPad和MacBook上许多出色的搭售消息功能。</blockquote></p><p> First-world problems, absolutely. The tie-in, however, is real. Apple make world-class products that users love. They get caught up in all the added accessories which deliver a great experience and then they are customers for life.</p><p><blockquote>绝对是第一世界的问题。然而，这种联系是真实的。苹果制造用户喜爱的世界级产品。他们被所有提供良好体验的附加配件所吸引，然后他们就成了终身顾客。</blockquote></p><p> Apple stock, for all intents and purposes, is a better place to keep your money than cash because of this lack of risk. Should something start to topple this house of cards, it wouldn't happen overnight, and it certainly won't happen as rapidly as it happened to Nokia because of the switching costs Apple has built up.</p><p><blockquote>无论出于何种意图和目的，苹果股票都是比现金更好的存放资金的地方，因为它缺乏风险。如果有什么事情开始推翻这座纸牌屋，它不会在一夜之间发生，而且肯定不会像诺基亚那样迅速发生，因为苹果已经积累了转换成本。</blockquote></p><p> <b>Enviable Metrics</b></p><p><blockquote><b>令人羡慕的指标</b></blockquote></p><p> Despite running up against the law of large numbers, Apple continues to look stellar when considering a number of different metrics.</p><p><blockquote>尽管违反了大数定律，但在考虑许多不同的指标时，苹果仍然看起来很出色。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08f0199dd5d3c8dade8af08d884a5459\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"><span>Image: Apple's debt per 10-K (Page 45)</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片：苹果每10-K的债务（第45页）</span></p></blockquote></p><p> The worst metric, in my opinion, Apple has is a 1.7 debt-to-equity ratio. However, on that figure, my mind may be stuck in a good days of positive interest rates. Much of Apple's $109B of debt is at a negligible (0.03-2%) interest rate. Higher end servicing costs sit a hair below 5%, but this makes up a minority of Apple's debt&nbsp;per the company's 10-K filings.</p><p><blockquote>在我看来，苹果最差的指标是1.7的债务股本比率。然而，在这个数字上，我的思绪可能会停留在正利率的好日子里。苹果109B美元债务的大部分利率可以忽略不计（0.03-2%）。高端服务成本略低于5%，但根据该公司的10-K文件，这仅占苹果债务的一小部分。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547e6241dab1a7aef3e649fb0f10d5ff\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> All of that money did not go into internal projects, however, it went to share buybacks. Perhaps no company epitomizes share buybacks like Apple has over the last decade. The company has retired hundreds of billions of dollars' worth of stock to shareholders benefit, and it continues to do so today.</p><p><blockquote>所有这些资金并没有用于内部项目，而是用于股票回购。也许没有一家公司能像苹果那样体现过去十年的股票回购。为了股东利益，该公司已经退役了价值数千亿美元的股票，并且至今仍在继续这样做。</blockquote></p><p> These share buybacks are why Berkshire Hathaway (BRK.B) now owns 5.5% of Apple. Back when many lauded Buffett for being late to the Apple train, he has proven his conviction worthwhile and helped an already massive Berkshire portfolio continue to beat the market with this high concentration investment.</p><p><blockquote>这些股票回购是Berkshire Hathaway(BRK.B)现在拥有苹果5.5%股份的原因。当许多人称赞巴菲特错过了苹果的火车时，巴菲特已经证明了他的信念是值得的，并通过这种高度集中的投资帮助已经庞大的伯克希尔投资组合继续跑赢市场。</blockquote></p><p> Buffett aside, Apple does excel in several metrics one should be looking for when investing in high-quality stocks. Return on equity here sits at an eye-popping 140% due to a pandemic induced expansion in net income.</p><p><blockquote>撇开巴菲特不谈，苹果确实在投资优质股票时应该寻找的几个指标上表现出色。由于大流行导致净利润扩张，股本回报率达到了令人瞠目结舌的140%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af2a898072faa8c46eeaa734222ff059\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Given the amount of debt, return on invested capital, likely, is the better metric to take a look at here. Apple's ROIC has been consistently over the 20% mark, which is a sign of a fantastic business.</p><p><blockquote>考虑到债务金额，投资资本回报率可能是更好的指标。苹果的投资回报率一直超过20%，这是一家出色业务的标志。</blockquote></p><p> Oh, and it probably goes without mentioning, but this business is cash rich. Apple, as of its last report, has $35B in cash on hand and $155B in marketable securities (a mix of current and non-current). With $190B in capital that the company can still deploy, Apple is certainly in an enviable position.</p><p><blockquote>哦，这可能是不言而喻的，但这项业务现金充裕。截至上次报告，苹果手头有350亿美元现金和1550亿美元有价证券（流动和非流动的组合）。由于该公司仍可部署1900亿美元的资本，苹果无疑处于令人羡慕的地位。</blockquote></p><p> <b>Valuation: Rich</b></p><p><blockquote><b>估值：丰富</b></blockquote></p><p> Those metrics are not unknown, but they are incredible. It's no surprise that Apple will likely cross $3T market cap in the next year or so, but is the company worth buying at these high levels?</p><p><blockquote>这些指标并非未知，但却令人难以置信。毫不奇怪，苹果的市值可能会在未来一年左右突破3T美元，但该公司值得在如此高的水平上买入吗？</blockquote></p><p> As mentioned above, I view Apple as an almost cash like position. In a world of inflation, Apple has the balance sheet to carry it through, it has significant pricing power, and it has exceptionally high margins on its products to be able to weather the storm. Would you rather your money lose 5% of its buying power per year, or grow in an American titan like Apple?</p><p><blockquote>如上所述，我认为苹果几乎是现金头寸。在通货膨胀的世界里，苹果拥有能够承受通货膨胀的资产负债表，拥有强大的定价权，并且其产品利润率极高，能够渡过难关。你愿意你的钱每年失去5%的购买力，还是愿意在像苹果这样的美国巨头中增长？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159a160cc869ef1cc00bd4eb8db7bd93\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Image: A mockup VR headset via BGR</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片：来自BGR的VR耳机模型</span></p></blockquote></p><p> A valuation of Apple also has to include the potential for an Apple Car, or the AR/VR headsets that will be with us within the next 18-months. These types of projects have been kept well under wraps, but considering the valuations of EV manufacturers like Tesla (TSLA) and Rivian (RIVN), the market will reward Apple rather richly for a well-executed product.</p><p><blockquote>对苹果的估值还必须包括苹果汽车的潜力，或者将在未来18个月内出现的AR/VR耳机。这些类型的项目一直处于保密状态，但考虑到特斯拉（TSLA）和Rivian（RIVN）等电动汽车制造商的估值，市场将对苹果执行良好的产品给予相当丰厚的奖励。</blockquote></p><p> An Apple car with deep iOS integration,as is speculated, would further drive the ecosystem flywheel. In fact, it would take that flywheel to unimaginable levels. Imagine trying to leave an ecosystem where you have to replace a $50K (and I'm probably being cheap) car, a phone, a computer... it's quite the lock in.</p><p><blockquote>据推测，深度集成iOS的苹果汽车将进一步推动生态系统飞轮。事实上，它会将飞轮提升到难以想象的水平。想象一下，试图离开一个生态系统，在这个生态系统中，你必须更换一辆5万美元（我可能很便宜）的汽车、一部电话、一台电脑...这是相当锁定。</blockquote></p><p> Taking AR/VR into account, one would have to consider that AR could be a cannibalizing force for the iPhone. If one can see all they need through lenses and control those lenses through gestures or the Apple Watch, Apple could cannibalize the phone market.</p><p><blockquote>考虑到AR/VR，人们不得不考虑AR可能会成为iPhone的蚕食力量。如果人们可以通过镜头看到他们需要的一切，并通过手势或苹果手表控制这些镜头，苹果可能会蚕食手机市场。</blockquote></p><p> That, however, is a good thing. Apple could price a novel item like AR glasses with higher margins than a phone. Fans and tech enthusiasts would pay that early adopter price and others would soon follow suit if the product lives up to the hype. It gets Apple out of the \"$1,000 for a phone\" line of thinking.</p><p><blockquote>然而，这是一件好事。苹果可以以比手机更高的利润率为AR眼镜等新颖产品定价。粉丝和技术爱好者将支付早期采用者的价格，如果产品不负众望，其他人很快就会效仿。它让苹果摆脱了“1000美元买一部手机”的思路。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a008b34566e3309b095ad284807d12\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> All this to say, Apple's rich valuation today is a worthy one. At a PE of ~29, it's hardly extortionate, but it is outside of Apple's average over the last five years.</p><p><blockquote>综上所述，苹果今天的丰厚估值是当之无愧的。市盈率约为29，算不上过高，但超出了苹果过去五年的平均水平。</blockquote></p><p> The ecosystem, one that ties its customers in for life, is where the value lies here and Apple has plans to expand that with vehicles and wearables. Even at a PE of 29, I believe this to be a secure long-term investment that will pay investors a dividend, albeit small, along the way while continuing to retire billions of dollars in stock ($315B authorized ~10%).</p><p><blockquote>这个将客户终身联系在一起的生态系统是其价值所在，苹果计划通过车辆和可穿戴设备来扩展这一生态系统。即使市盈率为29，我相信这也是一项安全的长期投资，它将向投资者支付股息，尽管很小，同时继续收回数十亿美元的股票（315B美元授权约10%）。</blockquote></p><p> <b>Addressing The Risks</b></p><p><blockquote><b>应对风险</b></blockquote></p><p> Fear and inflation. Fear is the largest and most significant risk that Apple faces. Buyers told that bad times are coming tend to zip up their pocketbooks. Buyers who have to spend 10% more on groceries suddenly don't have enough to buy the latest iPhone.</p><p><blockquote>恐惧和通货膨胀。恐惧是苹果面临的最大、最重大的风险。被告知糟糕时期即将到来的买家往往会收紧钱包。不得不在食品杂货上多花10%的购物者突然没有足够的钱购买最新的iPhone。</blockquote></p><p> These are external concerns that Apple has little control over. The company has, over the years, introduced buy-now-pay-later and subscription programs that help buyers get the goods they want at an affordable monthly price, and, as discussed, Apple has substantial margins that it could use to overcome significant headwinds in this space.</p><p><blockquote>这些都是苹果几乎无法控制的外部担忧。多年来，该公司推出了先买后付和订阅计划，帮助买家以可承受的每月价格获得他们想要的商品，而且正如所讨论的，苹果拥有可观的利润，可以用来克服重大阻力在这个领域。</blockquote></p><p> Execution is another risk Apple faces, especially as we look to these \"futuristic\" products. A self-driving car could be worth trillions of dollars in lifetime revenues, or it could be a dud upon release that never gets full approval to operate on the streets. Likewise, an AR headset that no one wants to be seen wearing, or that proves difficult to wear through the day, could be a dead-on-arrival product.</p><p><blockquote>执行力是苹果面临的另一个风险，尤其是当我们关注这些“未来”产品时。一辆自动驾驶汽车的终身收入可能价值数万亿美元，也可能在发布后成为一个哑弹，永远不会获得在街道上运行的完全批准。同样，没有人想被看到佩戴的AR耳机，或者被证明很难全天佩戴的AR耳机，可能是一个到货就死的产品。</blockquote></p><p> Given the nature of these two products and the secrecy surrounding their development, one cannot truly assign a real risk rating to them. They're just things to be aware of. Apple does have a history of great execution (MacBook keyboard and Touch Bar aside), however, so an investor should feel at least somewhat comfortable that the company will put its best foot forward.</p><p><blockquote>鉴于这两种产品的性质及其开发的保密性，人们无法真正为它们分配真正的风险评级。它们只是需要注意的事情。然而，苹果确实有着出色执行力的历史（MacBook键盘和Touch Bar除外），因此投资者至少应该对该公司将全力以赴感到有些放心。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p></p><p> At a valuation nearing $3T one would assume there isn't much room left to run in Apple, but investors still stand to beat the overall market in this name thanks to excellent capital allocation.</p><p><blockquote>在估值接近3T美元的情况下，人们会认为苹果已经没有太多的运行空间了，但由于出色的资本配置，投资者仍然能够以这个名义击败整体市场。</blockquote></p><p> Apple has $315B in authorized buybacks and returns some $14.5B in dividends each year. Apple will likely buyback close to $100B in stock during its 2022 fiscal year which, alone, represents a 3.7% return on today's prices. Combined with a dividend yield of 0.6%, investors will make 4.3% on this name through shareholder friendly practices alone.</p><p><blockquote>苹果拥有$315B的授权回购，每年返还约$14.5 B的股息。苹果可能会在2022财年回购近1000亿美元的股票，仅此一项就相当于今天价格的3.7%的回报率。加上0.6%的股息收益率，仅通过股东友好的做法，投资者就可以在这个名字上获得4.3%的收益。</blockquote></p><p> Those numbers will compound too, another $100B in 2023, $100B in 2024, it all adds up. That $300B is all authorized too.</p><p><blockquote>这些数字也会复合，2023年再增加1000亿美元，2024年再增加1000亿美元，所有这些加起来。那300B美元也全部获得授权。</blockquote></p><p> Along with those buybacks and dividends, investors are buying into a company that, last year, defied laws of large numbers and grew its top-line at 33%. While unlikely this year, I still expect that the wearables and services divisions will grow at double digits which will allow Apple to see high single-digit revenue growth through the coming 3-5 years.</p><p><blockquote>除了这些回购和股息之外，投资者还买入了一家去年无视大数定律、营收增长33%的公司。虽然今年不太可能，但我仍然预计可穿戴设备和服务部门将以两位数的速度增长，这将使苹果在未来3-5年内实现高个位数的收入增长。</blockquote></p><p> Those with a bearish view on Apple act as though this juggernaut will vanish overnight, but that's simply not true. Sure, you're unlikely to pull down 30%+ annual returns going forward, but if you're looking for a high-quality stable business that can beat the market little-by-little, Apple is a great horse (or car) to back.</p><p><blockquote>那些看跌苹果的人表现得好像这个庞然大物会在一夜之间消失，但事实并非如此。当然，未来你不太可能降低30%以上的年回报率，但如果你正在寻找一家能够一点一点击败市场的高质量稳定业务，苹果是一匹很棒的马（或汽车）回来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: A True 'Never Sell' Position<blockquote>苹果：真正的“永不出售”立场</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: A True 'Never Sell' Position<blockquote>苹果：真正的“永不出售”立场</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-07 22:28</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>With $315B in authorized share buybacks and a 0.6% yield, Apple should return 4.3% on shareholder-friendly practices alone.</li>  <li>In addition, the company will still see double-digit growth in wearables and services, even if iPhone slows down a little.</li>  <li>The Apple ecosystem also stands to get more intertwined with a potential Apple Car and AR/VR plays.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/404c4a2883110ed556fd9700c5cffb83\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>CatLane/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>凭借315B美元的授权股票回购和0.6%的收益率，苹果仅通过股东友好做法就应该获得4.3%的回报。</li><li>此外，该公司在可穿戴设备和服务方面仍将出现两位数的增长，即使iPhone稍微放缓。</li><li>苹果生态系统也将与潜在的苹果汽车和AR/VR游戏更加紧密地交织在一起。</li></ul><p class=\"t-img-caption\"><span>CatLane/iStock未通过Getty Images发布</span></p></blockquote></p><p> At an almost $3T market cap, I am still a holder of Apple (AAPL). While I absolutely wish I would have bought more of this powerhouse in years past, I've made do with incremental gains from dividend reinvestment.</p><p><blockquote>虽然市值接近3T美元，但我仍然是苹果(AAPL)的持有者。虽然我绝对希望在过去几年里购买更多这家巨头的股票，但我还是通过股息再投资获得了增量收益。</blockquote></p><p> The news cycle would have you believe that this behemoth has head-winds galore, and that the downfall could come any day now. With limited risk and potential galore, is the company worth buying today?</p><p><blockquote>新闻周期会让你相信这个庞然大物有很多阻力，垮台随时都可能到来。由于风险有限且潜力巨大，该公司今天值得购买吗？</blockquote></p><p> <b>Limited Risk</b></p><p><blockquote><b>风险有限</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe4e9d4f4aca197052840240959df43\" tg-width=\"640\" tg-height=\"831\" width=\"100%\" height=\"auto\"><span>Image: Forbes magazine cover, 2007</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片：福布斯杂志封面，2007年</span></p></blockquote></p><p> I am familiar with cellphone manufacturers of days past. Nokia, for example, used to be the titan of industry. It was thought to be untouchable and then came the iPhone. I mean, just look at the Forbes cover above, \"can anyone catch the cell phone king?\"</p><p><blockquote>我熟悉过去的手机制造商。例如，诺基亚曾经是工业巨头。它被认为是碰不得的，然后出现了iPhone。我的意思是，看看上面的福布斯封面，“有人能抓住手机大王吗？”</blockquote></p><p> That cover hit news stands on November 12, 2007, a few months after the iPhone had made its debut. The straw that broke Nokia's back, and the feature which gives Apple a moat wider than Apple Park today, The App Store launched in mid-2008.</p><p><blockquote>2007年11月12日，也就是iPhone首次亮相几个月后，这个封面登上了新闻站。压垮诺基亚的最后一根稻草，也是让苹果拥有比苹果公园更宽的护城河的功能，2008年年中推出的App Store。</blockquote></p><p> The App Store, as simple as it may seem, gave Apple the keys to the kingdom. Rather than be limited to the few apps that came on your Nokia device, you could use one of the thousands of apps sold by third-party developers on the iPhone. This was the beginning of a world-beating ecosystem.</p><p><blockquote>App Store看似简单，却给了苹果通往王国的钥匙。你可以在iPhone上使用第三方开发者销售的数千款应用，而不是局限于诺基亚设备上的几款应用。这是一个世界一流生态系统的开始。</blockquote></p><p> Today, Apple's ecosystem has grown in a significant way. The growth of that ecosystem means that Apple \"fanboys\" would have to spend thousands of dollars, or work through significant inconveniences to switch.</p><p><blockquote>今天，苹果的生态系统已经有了显著的发展。这个生态系统的增长意味着苹果的“粉丝”将不得不花费数千美元，或者克服巨大的不便来转换。</blockquote></p><p> Consider the user that has subscriptions to several apps, Air Pods, an Apple Watch, iPhone, iPad, and perhaps a MacBook. That person is not an outlier. If they consider switching to Android they'll have to cancel those several apps, throw their Apple Watch out, replace the AirPods, and would lose lots of great tie-in messaging functionality across the iPad and MacBook.</p><p><blockquote>考虑一下订阅了几个应用程序、Air Pods、苹果手表、iPhone、iPad，也许还有MacBook的用户。那个人不是局外人。如果他们考虑切换到Android，他们将不得不取消这几个应用程序，扔掉他们的苹果手表，更换AirPods，并将失去iPad和MacBook上许多出色的搭售消息功能。</blockquote></p><p> First-world problems, absolutely. The tie-in, however, is real. Apple make world-class products that users love. They get caught up in all the added accessories which deliver a great experience and then they are customers for life.</p><p><blockquote>绝对是第一世界的问题。然而，这种联系是真实的。苹果制造用户喜爱的世界级产品。他们被所有提供良好体验的附加配件所吸引，然后他们就成了终身顾客。</blockquote></p><p> Apple stock, for all intents and purposes, is a better place to keep your money than cash because of this lack of risk. Should something start to topple this house of cards, it wouldn't happen overnight, and it certainly won't happen as rapidly as it happened to Nokia because of the switching costs Apple has built up.</p><p><blockquote>无论出于何种意图和目的，苹果股票都是比现金更好的存放资金的地方，因为它缺乏风险。如果有什么事情开始推翻这座纸牌屋，它不会在一夜之间发生，而且肯定不会像诺基亚那样迅速发生，因为苹果已经积累了转换成本。</blockquote></p><p> <b>Enviable Metrics</b></p><p><blockquote><b>令人羡慕的指标</b></blockquote></p><p> Despite running up against the law of large numbers, Apple continues to look stellar when considering a number of different metrics.</p><p><blockquote>尽管违反了大数定律，但在考虑许多不同的指标时，苹果仍然看起来很出色。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08f0199dd5d3c8dade8af08d884a5459\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"><span>Image: Apple's debt per 10-K (Page 45)</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片：苹果每10-K的债务（第45页）</span></p></blockquote></p><p> The worst metric, in my opinion, Apple has is a 1.7 debt-to-equity ratio. However, on that figure, my mind may be stuck in a good days of positive interest rates. Much of Apple's $109B of debt is at a negligible (0.03-2%) interest rate. Higher end servicing costs sit a hair below 5%, but this makes up a minority of Apple's debt&nbsp;per the company's 10-K filings.</p><p><blockquote>在我看来，苹果最差的指标是1.7的债务股本比率。然而，在这个数字上，我的思绪可能会停留在正利率的好日子里。苹果109B美元债务的大部分利率可以忽略不计（0.03-2%）。高端服务成本略低于5%，但根据该公司的10-K文件，这仅占苹果债务的一小部分。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/547e6241dab1a7aef3e649fb0f10d5ff\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> All of that money did not go into internal projects, however, it went to share buybacks. Perhaps no company epitomizes share buybacks like Apple has over the last decade. The company has retired hundreds of billions of dollars' worth of stock to shareholders benefit, and it continues to do so today.</p><p><blockquote>所有这些资金并没有用于内部项目，而是用于股票回购。也许没有一家公司能像苹果那样体现过去十年的股票回购。为了股东利益，该公司已经退役了价值数千亿美元的股票，并且至今仍在继续这样做。</blockquote></p><p> These share buybacks are why Berkshire Hathaway (BRK.B) now owns 5.5% of Apple. Back when many lauded Buffett for being late to the Apple train, he has proven his conviction worthwhile and helped an already massive Berkshire portfolio continue to beat the market with this high concentration investment.</p><p><blockquote>这些股票回购是Berkshire Hathaway(BRK.B)现在拥有苹果5.5%股份的原因。当许多人称赞巴菲特错过了苹果的火车时，巴菲特已经证明了他的信念是值得的，并通过这种高度集中的投资帮助已经庞大的伯克希尔投资组合继续跑赢市场。</blockquote></p><p> Buffett aside, Apple does excel in several metrics one should be looking for when investing in high-quality stocks. Return on equity here sits at an eye-popping 140% due to a pandemic induced expansion in net income.</p><p><blockquote>撇开巴菲特不谈，苹果确实在投资优质股票时应该寻找的几个指标上表现出色。由于大流行导致净利润扩张，股本回报率达到了令人瞠目结舌的140%。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af2a898072faa8c46eeaa734222ff059\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Given the amount of debt, return on invested capital, likely, is the better metric to take a look at here. Apple's ROIC has been consistently over the 20% mark, which is a sign of a fantastic business.</p><p><blockquote>考虑到债务金额，投资资本回报率可能是更好的指标。苹果的投资回报率一直超过20%，这是一家出色业务的标志。</blockquote></p><p> Oh, and it probably goes without mentioning, but this business is cash rich. Apple, as of its last report, has $35B in cash on hand and $155B in marketable securities (a mix of current and non-current). With $190B in capital that the company can still deploy, Apple is certainly in an enviable position.</p><p><blockquote>哦，这可能是不言而喻的，但这项业务现金充裕。截至上次报告，苹果手头有350亿美元现金和1550亿美元有价证券（流动和非流动的组合）。由于该公司仍可部署1900亿美元的资本，苹果无疑处于令人羡慕的地位。</blockquote></p><p> <b>Valuation: Rich</b></p><p><blockquote><b>估值：丰富</b></blockquote></p><p> Those metrics are not unknown, but they are incredible. It's no surprise that Apple will likely cross $3T market cap in the next year or so, but is the company worth buying at these high levels?</p><p><blockquote>这些指标并非未知，但却令人难以置信。毫不奇怪，苹果的市值可能会在未来一年左右突破3T美元，但该公司值得在如此高的水平上买入吗？</blockquote></p><p> As mentioned above, I view Apple as an almost cash like position. In a world of inflation, Apple has the balance sheet to carry it through, it has significant pricing power, and it has exceptionally high margins on its products to be able to weather the storm. Would you rather your money lose 5% of its buying power per year, or grow in an American titan like Apple?</p><p><blockquote>如上所述，我认为苹果几乎是现金头寸。在通货膨胀的世界里，苹果拥有能够承受通货膨胀的资产负债表，拥有强大的定价权，并且其产品利润率极高，能够渡过难关。你愿意你的钱每年失去5%的购买力，还是愿意在像苹果这样的美国巨头中增长？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159a160cc869ef1cc00bd4eb8db7bd93\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Image: A mockup VR headset via BGR</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片：来自BGR的VR耳机模型</span></p></blockquote></p><p> A valuation of Apple also has to include the potential for an Apple Car, or the AR/VR headsets that will be with us within the next 18-months. These types of projects have been kept well under wraps, but considering the valuations of EV manufacturers like Tesla (TSLA) and Rivian (RIVN), the market will reward Apple rather richly for a well-executed product.</p><p><blockquote>对苹果的估值还必须包括苹果汽车的潜力，或者将在未来18个月内出现的AR/VR耳机。这些类型的项目一直处于保密状态，但考虑到特斯拉（TSLA）和Rivian（RIVN）等电动汽车制造商的估值，市场将对苹果执行良好的产品给予相当丰厚的奖励。</blockquote></p><p> An Apple car with deep iOS integration,as is speculated, would further drive the ecosystem flywheel. In fact, it would take that flywheel to unimaginable levels. Imagine trying to leave an ecosystem where you have to replace a $50K (and I'm probably being cheap) car, a phone, a computer... it's quite the lock in.</p><p><blockquote>据推测，深度集成iOS的苹果汽车将进一步推动生态系统飞轮。事实上，它会将飞轮提升到难以想象的水平。想象一下，试图离开一个生态系统，在这个生态系统中，你必须更换一辆5万美元（我可能很便宜）的汽车、一部电话、一台电脑...这是相当锁定。</blockquote></p><p> Taking AR/VR into account, one would have to consider that AR could be a cannibalizing force for the iPhone. If one can see all they need through lenses and control those lenses through gestures or the Apple Watch, Apple could cannibalize the phone market.</p><p><blockquote>考虑到AR/VR，人们不得不考虑AR可能会成为iPhone的蚕食力量。如果人们可以通过镜头看到他们需要的一切，并通过手势或苹果手表控制这些镜头，苹果可能会蚕食手机市场。</blockquote></p><p> That, however, is a good thing. Apple could price a novel item like AR glasses with higher margins than a phone. Fans and tech enthusiasts would pay that early adopter price and others would soon follow suit if the product lives up to the hype. It gets Apple out of the \"$1,000 for a phone\" line of thinking.</p><p><blockquote>然而，这是一件好事。苹果可以以比手机更高的利润率为AR眼镜等新颖产品定价。粉丝和技术爱好者将支付早期采用者的价格，如果产品不负众望，其他人很快就会效仿。它让苹果摆脱了“1000美元买一部手机”的思路。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88a008b34566e3309b095ad284807d12\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> All this to say, Apple's rich valuation today is a worthy one. At a PE of ~29, it's hardly extortionate, but it is outside of Apple's average over the last five years.</p><p><blockquote>综上所述，苹果今天的丰厚估值是当之无愧的。市盈率约为29，算不上过高，但超出了苹果过去五年的平均水平。</blockquote></p><p> The ecosystem, one that ties its customers in for life, is where the value lies here and Apple has plans to expand that with vehicles and wearables. Even at a PE of 29, I believe this to be a secure long-term investment that will pay investors a dividend, albeit small, along the way while continuing to retire billions of dollars in stock ($315B authorized ~10%).</p><p><blockquote>这个将客户终身联系在一起的生态系统是其价值所在，苹果计划通过车辆和可穿戴设备来扩展这一生态系统。即使市盈率为29，我相信这也是一项安全的长期投资，它将向投资者支付股息，尽管很小，同时继续收回数十亿美元的股票（315B美元授权约10%）。</blockquote></p><p> <b>Addressing The Risks</b></p><p><blockquote><b>应对风险</b></blockquote></p><p> Fear and inflation. Fear is the largest and most significant risk that Apple faces. Buyers told that bad times are coming tend to zip up their pocketbooks. Buyers who have to spend 10% more on groceries suddenly don't have enough to buy the latest iPhone.</p><p><blockquote>恐惧和通货膨胀。恐惧是苹果面临的最大、最重大的风险。被告知糟糕时期即将到来的买家往往会收紧钱包。不得不在食品杂货上多花10%的购物者突然没有足够的钱购买最新的iPhone。</blockquote></p><p> These are external concerns that Apple has little control over. The company has, over the years, introduced buy-now-pay-later and subscription programs that help buyers get the goods they want at an affordable monthly price, and, as discussed, Apple has substantial margins that it could use to overcome significant headwinds in this space.</p><p><blockquote>这些都是苹果几乎无法控制的外部担忧。多年来，该公司推出了先买后付和订阅计划，帮助买家以可承受的每月价格获得他们想要的商品，而且正如所讨论的，苹果拥有可观的利润，可以用来克服重大阻力在这个领域。</blockquote></p><p> Execution is another risk Apple faces, especially as we look to these \"futuristic\" products. A self-driving car could be worth trillions of dollars in lifetime revenues, or it could be a dud upon release that never gets full approval to operate on the streets. Likewise, an AR headset that no one wants to be seen wearing, or that proves difficult to wear through the day, could be a dead-on-arrival product.</p><p><blockquote>执行力是苹果面临的另一个风险，尤其是当我们关注这些“未来”产品时。一辆自动驾驶汽车的终身收入可能价值数万亿美元，也可能在发布后成为一个哑弹，永远不会获得在街道上运行的完全批准。同样，没有人想被看到佩戴的AR耳机，或者被证明很难全天佩戴的AR耳机，可能是一个到货就死的产品。</blockquote></p><p> Given the nature of these two products and the secrecy surrounding their development, one cannot truly assign a real risk rating to them. They're just things to be aware of. Apple does have a history of great execution (MacBook keyboard and Touch Bar aside), however, so an investor should feel at least somewhat comfortable that the company will put its best foot forward.</p><p><blockquote>鉴于这两种产品的性质及其开发的保密性，人们无法真正为它们分配真正的风险评级。它们只是需要注意的事情。然而，苹果确实有着出色执行力的历史（MacBook键盘和Touch Bar除外），因此投资者至少应该对该公司将全力以赴感到有些放心。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p></p><p> At a valuation nearing $3T one would assume there isn't much room left to run in Apple, but investors still stand to beat the overall market in this name thanks to excellent capital allocation.</p><p><blockquote>在估值接近3T美元的情况下，人们会认为苹果已经没有太多的运行空间了，但由于出色的资本配置，投资者仍然能够以这个名义击败整体市场。</blockquote></p><p> Apple has $315B in authorized buybacks and returns some $14.5B in dividends each year. Apple will likely buyback close to $100B in stock during its 2022 fiscal year which, alone, represents a 3.7% return on today's prices. Combined with a dividend yield of 0.6%, investors will make 4.3% on this name through shareholder friendly practices alone.</p><p><blockquote>苹果拥有$315B的授权回购，每年返还约$14.5 B的股息。苹果可能会在2022财年回购近1000亿美元的股票，仅此一项就相当于今天价格的3.7%的回报率。加上0.6%的股息收益率，仅通过股东友好的做法，投资者就可以在这个名字上获得4.3%的收益。</blockquote></p><p> Those numbers will compound too, another $100B in 2023, $100B in 2024, it all adds up. That $300B is all authorized too.</p><p><blockquote>这些数字也会复合，2023年再增加1000亿美元，2024年再增加1000亿美元，所有这些加起来。那300B美元也全部获得授权。</blockquote></p><p> Along with those buybacks and dividends, investors are buying into a company that, last year, defied laws of large numbers and grew its top-line at 33%. While unlikely this year, I still expect that the wearables and services divisions will grow at double digits which will allow Apple to see high single-digit revenue growth through the coming 3-5 years.</p><p><blockquote>除了这些回购和股息之外，投资者还买入了一家去年无视大数定律、营收增长33%的公司。虽然今年不太可能，但我仍然预计可穿戴设备和服务部门将以两位数的速度增长，这将使苹果在未来3-5年内实现高个位数的收入增长。</blockquote></p><p> Those with a bearish view on Apple act as though this juggernaut will vanish overnight, but that's simply not true. Sure, you're unlikely to pull down 30%+ annual returns going forward, but if you're looking for a high-quality stable business that can beat the market little-by-little, Apple is a great horse (or car) to back.</p><p><blockquote>那些看跌苹果的人表现得好像这个庞然大物会在一夜之间消失，但事实并非如此。当然，未来你不太可能降低30%以上的年回报率，但如果你正在寻找一家能够一点一点击败市场的高质量稳定业务，苹果是一匹很棒的马（或汽车）回来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473801-apple-a-true-never-sell-position\">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":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4473801-apple-a-true-never-sell-position","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162682713","content_text":"Summary\n\nWith $315B in authorized share buybacks and a 0.6% yield, Apple should return 4.3% on shareholder-friendly practices alone.\nIn addition, the company will still see double-digit growth in wearables and services, even if iPhone slows down a little.\nThe Apple ecosystem also stands to get more intertwined with a potential Apple Car and AR/VR plays.\n\nCatLane/iStock Unreleased via Getty Images\nAt an almost $3T market cap, I am still a holder of Apple (AAPL). While I absolutely wish I would have bought more of this powerhouse in years past, I've made do with incremental gains from dividend reinvestment.\nThe news cycle would have you believe that this behemoth has head-winds galore, and that the downfall could come any day now. With limited risk and potential galore, is the company worth buying today?\nLimited Risk\nImage: Forbes magazine cover, 2007\nI am familiar with cellphone manufacturers of days past. Nokia, for example, used to be the titan of industry. It was thought to be untouchable and then came the iPhone. I mean, just look at the Forbes cover above, \"can anyone catch the cell phone king?\"\nThat cover hit news stands on November 12, 2007, a few months after the iPhone had made its debut. The straw that broke Nokia's back, and the feature which gives Apple a moat wider than Apple Park today, The App Store launched in mid-2008.\nThe App Store, as simple as it may seem, gave Apple the keys to the kingdom. Rather than be limited to the few apps that came on your Nokia device, you could use one of the thousands of apps sold by third-party developers on the iPhone. This was the beginning of a world-beating ecosystem.\nToday, Apple's ecosystem has grown in a significant way. The growth of that ecosystem means that Apple \"fanboys\" would have to spend thousands of dollars, or work through significant inconveniences to switch.\nConsider the user that has subscriptions to several apps, Air Pods, an Apple Watch, iPhone, iPad, and perhaps a MacBook. That person is not an outlier. If they consider switching to Android they'll have to cancel those several apps, throw their Apple Watch out, replace the AirPods, and would lose lots of great tie-in messaging functionality across the iPad and MacBook.\nFirst-world problems, absolutely. The tie-in, however, is real. Apple make world-class products that users love. They get caught up in all the added accessories which deliver a great experience and then they are customers for life.\nApple stock, for all intents and purposes, is a better place to keep your money than cash because of this lack of risk. Should something start to topple this house of cards, it wouldn't happen overnight, and it certainly won't happen as rapidly as it happened to Nokia because of the switching costs Apple has built up.\nEnviable Metrics\nDespite running up against the law of large numbers, Apple continues to look stellar when considering a number of different metrics.\nImage: Apple's debt per 10-K (Page 45)\nThe worst metric, in my opinion, Apple has is a 1.7 debt-to-equity ratio. However, on that figure, my mind may be stuck in a good days of positive interest rates. Much of Apple's $109B of debt is at a negligible (0.03-2%) interest rate. Higher end servicing costs sit a hair below 5%, but this makes up a minority of Apple's debt per the company's 10-K filings.\nData by YCharts\nAll of that money did not go into internal projects, however, it went to share buybacks. Perhaps no company epitomizes share buybacks like Apple has over the last decade. The company has retired hundreds of billions of dollars' worth of stock to shareholders benefit, and it continues to do so today.\nThese share buybacks are why Berkshire Hathaway (BRK.B) now owns 5.5% of Apple. Back when many lauded Buffett for being late to the Apple train, he has proven his conviction worthwhile and helped an already massive Berkshire portfolio continue to beat the market with this high concentration investment.\nBuffett aside, Apple does excel in several metrics one should be looking for when investing in high-quality stocks. Return on equity here sits at an eye-popping 140% due to a pandemic induced expansion in net income.\nData by YCharts\nGiven the amount of debt, return on invested capital, likely, is the better metric to take a look at here. Apple's ROIC has been consistently over the 20% mark, which is a sign of a fantastic business.\nOh, and it probably goes without mentioning, but this business is cash rich. Apple, as of its last report, has $35B in cash on hand and $155B in marketable securities (a mix of current and non-current). With $190B in capital that the company can still deploy, Apple is certainly in an enviable position.\nValuation: Rich\nThose metrics are not unknown, but they are incredible. It's no surprise that Apple will likely cross $3T market cap in the next year or so, but is the company worth buying at these high levels?\nAs mentioned above, I view Apple as an almost cash like position. In a world of inflation, Apple has the balance sheet to carry it through, it has significant pricing power, and it has exceptionally high margins on its products to be able to weather the storm. Would you rather your money lose 5% of its buying power per year, or grow in an American titan like Apple?\nImage: A mockup VR headset via BGR\nA valuation of Apple also has to include the potential for an Apple Car, or the AR/VR headsets that will be with us within the next 18-months. These types of projects have been kept well under wraps, but considering the valuations of EV manufacturers like Tesla (TSLA) and Rivian (RIVN), the market will reward Apple rather richly for a well-executed product.\nAn Apple car with deep iOS integration,as is speculated, would further drive the ecosystem flywheel. In fact, it would take that flywheel to unimaginable levels. Imagine trying to leave an ecosystem where you have to replace a $50K (and I'm probably being cheap) car, a phone, a computer... it's quite the lock in.\nTaking AR/VR into account, one would have to consider that AR could be a cannibalizing force for the iPhone. If one can see all they need through lenses and control those lenses through gestures or the Apple Watch, Apple could cannibalize the phone market.\nThat, however, is a good thing. Apple could price a novel item like AR glasses with higher margins than a phone. Fans and tech enthusiasts would pay that early adopter price and others would soon follow suit if the product lives up to the hype. It gets Apple out of the \"$1,000 for a phone\" line of thinking.\nData by YCharts\nAll this to say, Apple's rich valuation today is a worthy one. At a PE of ~29, it's hardly extortionate, but it is outside of Apple's average over the last five years.\nThe ecosystem, one that ties its customers in for life, is where the value lies here and Apple has plans to expand that with vehicles and wearables. Even at a PE of 29, I believe this to be a secure long-term investment that will pay investors a dividend, albeit small, along the way while continuing to retire billions of dollars in stock ($315B authorized ~10%).\nAddressing The Risks\nFear and inflation. Fear is the largest and most significant risk that Apple faces. Buyers told that bad times are coming tend to zip up their pocketbooks. Buyers who have to spend 10% more on groceries suddenly don't have enough to buy the latest iPhone.\nThese are external concerns that Apple has little control over. The company has, over the years, introduced buy-now-pay-later and subscription programs that help buyers get the goods they want at an affordable monthly price, and, as discussed, Apple has substantial margins that it could use to overcome significant headwinds in this space.\nExecution is another risk Apple faces, especially as we look to these \"futuristic\" products. A self-driving car could be worth trillions of dollars in lifetime revenues, or it could be a dud upon release that never gets full approval to operate on the streets. Likewise, an AR headset that no one wants to be seen wearing, or that proves difficult to wear through the day, could be a dead-on-arrival product.\nGiven the nature of these two products and the secrecy surrounding their development, one cannot truly assign a real risk rating to them. They're just things to be aware of. Apple does have a history of great execution (MacBook keyboard and Touch Bar aside), however, so an investor should feel at least somewhat comfortable that the company will put its best foot forward.\nFinal Thoughts\nAt a valuation nearing $3T one would assume there isn't much room left to run in Apple, but investors still stand to beat the overall market in this name thanks to excellent capital allocation.\nApple has $315B in authorized buybacks and returns some $14.5B in dividends each year. Apple will likely buyback close to $100B in stock during its 2022 fiscal year which, alone, represents a 3.7% return on today's prices. Combined with a dividend yield of 0.6%, investors will make 4.3% on this name through shareholder friendly practices alone.\nThose numbers will compound too, another $100B in 2023, $100B in 2024, it all adds up. That $300B is all authorized too.\nAlong with those buybacks and dividends, investors are buying into a company that, last year, defied laws of large numbers and grew its top-line at 33%. While unlikely this year, I still expect that the wearables and services divisions will grow at double digits which will allow Apple to see high single-digit revenue growth through the coming 3-5 years.\nThose with a bearish view on Apple act as though this juggernaut will vanish overnight, but that's simply not true. Sure, you're unlikely to pull down 30%+ annual returns going forward, but if you're looking for a high-quality stable business that can beat the market little-by-little, Apple is a great horse (or car) to back.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606654935,"gmtCreate":1638876780881,"gmtModify":1638876781037,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VZ\">$Verizon(VZ)$</a>Good time to buy?? What’s the potential of this stock?&nbsp;","listText":"<a href=\"https://laohu8.com/S/VZ\">$Verizon(VZ)$</a>Good time to buy?? What’s the potential of this stock?&nbsp;","text":"$Verizon(VZ)$Good time to buy?? What’s the potential of this stock?","images":[{"img":"https://static.tigerbbs.com/87099d230db6f2ba60c6ced0f41fc4ad","width":"1125","height":"2791"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606654935","isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":603244664,"gmtCreate":1638418690149,"gmtModify":1638419066691,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Don’t und why Pfizer has higher valuation but cheaper than Moderna?&nbsp;","listText":"Don’t und why Pfizer has higher valuation but cheaper than Moderna?&nbsp;","text":"Don’t und why Pfizer has higher valuation but cheaper than Moderna?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603244664","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","kind":"news","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。今天，我们仔细看看Moderna和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎重新引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11月26日星期五，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的COVID-19疫苗制造商之间，我们评估了Moderna和辉瑞的股票，并问自己：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>Moderna股票目前有13名分析师一致持有，平均目标价为298美元，这表明较当前水平下跌17%。华尔街的评估表明，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的COVID-19疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，继11月上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，平均目标价为50美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的Chris Schott将辉瑞的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然分析师认为该公司核心业务的上涨空间有限，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。例如，自2020年3月COVID-19大流行开始以来，Moderna的股价已上涨超过1,200%，而辉瑞股价同期上涨了79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE表现。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为MRNA是COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达32倍，该股可能会更加波动，并存在更高的下行风险。另一方面，PFE可能是整个医疗保健领域更好的长期押注，特别是考虑到2023年去风险市盈率仅为13倍。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-01 22:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。今天，我们仔细看看Moderna和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎重新引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11月26日星期五，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的COVID-19疫苗制造商之间，我们评估了Moderna和辉瑞的股票，并问自己：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>Moderna股票目前有13名分析师一致持有，平均目标价为298美元，这表明较当前水平下跌17%。华尔街的评估表明，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的COVID-19疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，继11月上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，平均目标价为50美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的Chris Schott将辉瑞的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然分析师认为该公司核心业务的上涨空间有限，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。例如，自2020年3月COVID-19大流行开始以来，Moderna的股价已上涨超过1,200%，而辉瑞股价同期上涨了79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE表现。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为MRNA是COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达32倍，该股可能会更加波动，并存在更高的下行风险。另一方面，PFE可能是整个医疗保健领域更好的长期押注，特别是考虑到2023年去风险市盈率仅为13倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">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":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1,"symbols_score_info":{"PFE":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603371647,"gmtCreate":1638370371006,"gmtModify":1638370371224,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Just wait for dividend&nbsp;","listText":"Just wait for dividend&nbsp;","text":"Just wait for dividend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603371647","repostId":"874921628","repostType":1,"repost":{"id":874921628,"gmtCreate":1637721866854,"gmtModify":1637721867020,"author":{"id":"3582857390511761","authorId":"3582857390511761","name":"Charmazed","avatar":"https://static.tigerbbs.com/cc931e7b0de4043291b3d1ba3c0ba477","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582857390511761","idStr":"3582857390511761"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>why keep drop and no rise?","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>why keep drop and no rise?","text":"$SHENG SIONG GROUP LTD(OV8.SI)$why keep drop and no rise?","images":[{"img":"https://static.tigerbbs.com/bc8ed3eab64373e49ac2f2e2e2e3fd00","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874921628","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609679027,"gmtCreate":1638283194280,"gmtModify":1638283194357,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Good time to buy again&nbsp;","listText":"Good time to buy again&nbsp;","text":"Good time to buy again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609679027","repostId":"1167187587","repostType":4,"repost":{"id":"1167187587","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":1638282732,"share":"https://www.laohu8.com/m/news/1167187587?lang=zh_CN&edition=full","pubTime":"2021-11-30 22:32","market":"us","language":"en","title":"Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167187587","media":"Tiger Newspress","summary":"Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks ","content":"<p>Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.</p><p><blockquote>由于投资者重新评估与新的奥密克戎Covid变种相关的风险，周二股市暴跌，扭转了周一华尔街的反弹。</blockquote></p><p> The Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&amp;P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.</p><p><blockquote>道琼斯工业平均指数下跌约290点，跌幅0.8%。标普500下跌0.64%。以科技股为主的纳斯达克综合指数下跌约0.4%。小盘股基准罗素2000指数下跌0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/078050fb74fa44676c309ee766ee815d\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tuesday's reversal came after&nbsp;Moderna&nbsp;CEO Stephane Bancel told the Financial Times that he&nbsp;expects existing vaccines to be less effective&nbsp;against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take&nbsp;months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.</p><p><blockquote>周二的逆转发生在Moderna首席执行官Stephane Bancel告诉英国《金融时报》，他预计现有疫苗对新变种的效果较差之后。这位首席执行官告诉该报，当前疫苗针对这种变种的有效性可能会“大幅下降”。班塞尔周一告诉CNBC，开发和运送针对奥密克戎的疫苗可能需要几个月的时间。Moderna下跌近4%。</blockquote></p><p> Separately,Regeneron&nbsp;said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.</p><p><blockquote>另外，再生元表示，其抗体治疗可能降低了对抗奥密克戎病的有效性。再生元股价下跌约1%。</blockquote></p><p> Travel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group&nbsp;fell 2%,Norwegian Cruise Line Holdings&nbsp;and&nbsp;American Airlines&nbsp;&nbsp;shares&nbsp;tumbled about&nbsp;2%.</p><p><blockquote>周五领跌、周一上涨的旅游股周二再次遭受打击。Expedia Group下跌2%，挪威邮轮控股公司和美国航空股价下跌约2%。</blockquote></p><p> Bucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.</p><p><blockquote>与大盘走势相反，居家股Netflix上涨1.4%，特斯拉上涨1.5%。</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>Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</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\">\nStocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</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\">2021-11-30 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.</p><p><blockquote>由于投资者重新评估与新的奥密克戎Covid变种相关的风险，周二股市暴跌，扭转了周一华尔街的反弹。</blockquote></p><p> The Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&amp;P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.</p><p><blockquote>道琼斯工业平均指数下跌约290点，跌幅0.8%。标普500下跌0.64%。以科技股为主的纳斯达克综合指数下跌约0.4%。小盘股基准罗素2000指数下跌0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/078050fb74fa44676c309ee766ee815d\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tuesday's reversal came after&nbsp;Moderna&nbsp;CEO Stephane Bancel told the Financial Times that he&nbsp;expects existing vaccines to be less effective&nbsp;against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take&nbsp;months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.</p><p><blockquote>周二的逆转发生在Moderna首席执行官Stephane Bancel告诉英国《金融时报》，他预计现有疫苗对新变种的效果较差之后。这位首席执行官告诉该报，当前疫苗针对这种变种的有效性可能会“大幅下降”。班塞尔周一告诉CNBC，开发和运送针对奥密克戎的疫苗可能需要几个月的时间。Moderna下跌近4%。</blockquote></p><p> Separately,Regeneron&nbsp;said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.</p><p><blockquote>另外，再生元表示，其抗体治疗可能降低了对抗奥密克戎病的有效性。再生元股价下跌约1%。</blockquote></p><p> Travel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group&nbsp;fell 2%,Norwegian Cruise Line Holdings&nbsp;and&nbsp;American Airlines&nbsp;&nbsp;shares&nbsp;tumbled about&nbsp;2%.</p><p><blockquote>周五领跌、周一上涨的旅游股周二再次遭受打击。Expedia Group下跌2%，挪威邮轮控股公司和美国航空股价下跌约2%。</blockquote></p><p> Bucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.</p><p><blockquote>与大盘走势相反，居家股Netflix上涨1.4%，特斯拉上涨1.5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167187587","content_text":"Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.\nThe Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.\n\nTuesday's reversal came after Moderna CEO Stephane Bancel told the Financial Times that he expects existing vaccines to be less effective against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.\nSeparately,Regeneron said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.\nTravel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group fell 2%,Norwegian Cruise Line Holdings and American Airlines  shares tumbled about 2%.\nBucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600222646,"gmtCreate":1638161322248,"gmtModify":1638163186959,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Hold for&nbsp;as long as Covid exists.&nbsp;","listText":"Hold for&nbsp;as long as Covid exists.&nbsp;","text":"Hold for as long as Covid exists.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600222646","repostId":"1119853738","repostType":2,"repost":{"id":"1119853738","kind":"news","pubTimestamp":1638153494,"share":"https://www.laohu8.com/m/news/1119853738?lang=zh_CN&edition=full","pubTime":"2021-11-29 10:38","market":"us","language":"en","title":"Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119853738","media":"Motley Fool","summary":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday","content":"<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</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>Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-29 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/\">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":{"NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119853738","content_text":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.\nWhile there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.\nHow should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers Moderna(NASDAQ:MRNA),Pfizer(NYSE:PFE), and Novavax(NASDAQ:NVAX) all vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.\nThe pandemic's latest twist makes these three stocks screaming buys\nModerna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.\nPfizer, for its part, said that its BioNTech-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.\nWhy are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.\nWhile Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.\nOn the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have dipped in the back half of 2021 in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.\nWhat's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.\nIn short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.","news_type":1,"symbols_score_info":{"MRNA":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874829582,"gmtCreate":1637759891087,"gmtModify":1637759891185,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>The most powerful one!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>The most powerful one!&nbsp;","text":"$Apple(AAPL)$The most powerful one!","images":[{"img":"https://static.tigerbbs.com/07c76d91301aa423321d1b74c4e40389","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874829582","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872194167,"gmtCreate":1637455707236,"gmtModify":1637455707343,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Never too late bcos it is always an obvious&nbsp;rising trend","listText":"Never too late bcos it is always an obvious&nbsp;rising trend","text":"Never too late bcos it is always an obvious rising trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872194167","repostId":"872072258","repostType":1,"repost":{"id":872072258,"gmtCreate":1637382155908,"gmtModify":1637382261973,"author":{"id":"4098343358404650","authorId":"4098343358404650","name":"暗涌 32349","avatar":"https://static.tigerbbs.com/8077bc30be3183ba7ed2ed549120e282","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098343358404650","idStr":"4098343358404650"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>i m just new to MSFT. Please dun laugh me. Begin is never too late","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>i m just new to MSFT. Please dun laugh me. Begin is never too late","text":"$Microsoft(MSFT)$i m just new to MSFT. Please dun laugh me. Begin is never too late","images":[{"img":"https://static.tigerbbs.com/a1a14af448c403dd3387621d14f19eaf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872072258","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876788904,"gmtCreate":1637365038204,"gmtModify":1637365038386,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>This looks more like a steady stockfor long term, as long as new models continue to be introduced.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>This looks more like a steady stockfor long term, as long as new models continue to be introduced.&nbsp;","text":"$Apple(AAPL)$This looks more like a steady stockfor long term, as long as new models continue to be introduced.","images":[{"img":"https://static.tigerbbs.com/7af283c6a21e59468facb44d85d64886","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876788904","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":876781968,"gmtCreate":1637364913307,"gmtModify":1637364913541,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Slowly building up. Have faith for long term.&nbsp;","listText":"Slowly building up. Have faith for long term.&nbsp;","text":"Slowly building up. Have faith for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876781968","repostId":"2184981058","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876250701,"gmtCreate":1637323245770,"gmtModify":1637323339880,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Bang on one and hold long term&nbsp;","listText":"Bang on one and hold long term&nbsp;","text":"Bang on one and hold long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876250701","repostId":"1113013707","repostType":4,"repost":{"id":"1113013707","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":1637315367,"share":"https://www.laohu8.com/m/news/1113013707?lang=zh_CN&edition=full","pubTime":"2021-11-19 17:49","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113013707","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival&nbsp;and&nbsp;Xpeng Motors&nbsp;climbed between 1% and 6%.While&nbsp;Sono Group&nbsp;continued&nbsp;to&nbsp;fell&nbsp;3%.","content":"<p>EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival&nbsp;and&nbsp;Xpeng Motors&nbsp;climbed between 1% and 6%.While&nbsp;Sono Group&nbsp;continued&nbsp;to&nbsp;fell&nbsp;3%.</p><p><blockquote>电动汽车股在盘前交易中上涨。Canoo、Rivian、Fisker、Nikola、Lucid、Arrival和小鹏汽车上涨1%至6%。而Sono Group继续下跌3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0b1d3d532192ea2aa469bc7a9b67ddc4\" tg-width=\"406\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-19 17:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival&nbsp;and&nbsp;Xpeng Motors&nbsp;climbed between 1% and 6%.While&nbsp;Sono Group&nbsp;continued&nbsp;to&nbsp;fell&nbsp;3%.</p><p><blockquote>电动汽车股在盘前交易中上涨。Canoo、Rivian、Fisker、Nikola、Lucid、Arrival和小鹏汽车上涨1%至6%。而Sono Group继续下跌3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0b1d3d532192ea2aa469bc7a9b67ddc4\" tg-width=\"406\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","SEV":"Aptera Motors","FSR":"菲斯克","LCID":"Lucid Group Inc","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113013707","content_text":"EV stocks rallied in premarket trading.Canoo,Rivian,Fisker,Nikola,Lucid,Arrival and Xpeng Motors climbed between 1% and 6%.While Sono Group continued to fell 3%.","news_type":1,"symbols_score_info":{"ARVL":0.9,"NKLA":0.9,"SEV":0.9,"XPEV":0.9,"GOEV":0.9,"RIVN":0.9,"LCID":0.9,"FSR":0.9}},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":609679027,"gmtCreate":1638283194280,"gmtModify":1638283194357,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Good time to buy again&nbsp;","listText":"Good time to buy again&nbsp;","text":"Good time to buy again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609679027","repostId":"1167187587","repostType":4,"repost":{"id":"1167187587","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":1638282732,"share":"https://www.laohu8.com/m/news/1167187587?lang=zh_CN&edition=full","pubTime":"2021-11-30 22:32","market":"us","language":"en","title":"Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167187587","media":"Tiger Newspress","summary":"Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks ","content":"<p>Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.</p><p><blockquote>由于投资者重新评估与新的奥密克戎Covid变种相关的风险，周二股市暴跌，扭转了周一华尔街的反弹。</blockquote></p><p> The Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&amp;P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.</p><p><blockquote>道琼斯工业平均指数下跌约290点，跌幅0.8%。标普500下跌0.64%。以科技股为主的纳斯达克综合指数下跌约0.4%。小盘股基准罗素2000指数下跌0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/078050fb74fa44676c309ee766ee815d\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tuesday's reversal came after&nbsp;Moderna&nbsp;CEO Stephane Bancel told the Financial Times that he&nbsp;expects existing vaccines to be less effective&nbsp;against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take&nbsp;months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.</p><p><blockquote>周二的逆转发生在Moderna首席执行官Stephane Bancel告诉英国《金融时报》，他预计现有疫苗对新变种的效果较差之后。这位首席执行官告诉该报，当前疫苗针对这种变种的有效性可能会“大幅下降”。班塞尔周一告诉CNBC，开发和运送针对奥密克戎的疫苗可能需要几个月的时间。Moderna下跌近4%。</blockquote></p><p> Separately,Regeneron&nbsp;said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.</p><p><blockquote>另外，再生元表示，其抗体治疗可能降低了对抗奥密克戎病的有效性。再生元股价下跌约1%。</blockquote></p><p> Travel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group&nbsp;fell 2%,Norwegian Cruise Line Holdings&nbsp;and&nbsp;American Airlines&nbsp;&nbsp;shares&nbsp;tumbled about&nbsp;2%.</p><p><blockquote>周五领跌、周一上涨的旅游股周二再次遭受打击。Expedia Group下跌2%，挪威邮轮控股公司和美国航空股价下跌约2%。</blockquote></p><p> Bucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.</p><p><blockquote>与大盘走势相反，居家股Netflix上涨1.4%，特斯拉上涨1.5%。</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>Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</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\">\nStocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市低开</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\">2021-11-30 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.</p><p><blockquote>由于投资者重新评估与新的奥密克戎Covid变种相关的风险，周二股市暴跌，扭转了周一华尔街的反弹。</blockquote></p><p> The Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&amp;P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.</p><p><blockquote>道琼斯工业平均指数下跌约290点，跌幅0.8%。标普500下跌0.64%。以科技股为主的纳斯达克综合指数下跌约0.4%。小盘股基准罗素2000指数下跌0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/078050fb74fa44676c309ee766ee815d\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tuesday's reversal came after&nbsp;Moderna&nbsp;CEO Stephane Bancel told the Financial Times that he&nbsp;expects existing vaccines to be less effective&nbsp;against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take&nbsp;months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.</p><p><blockquote>周二的逆转发生在Moderna首席执行官Stephane Bancel告诉英国《金融时报》，他预计现有疫苗对新变种的效果较差之后。这位首席执行官告诉该报，当前疫苗针对这种变种的有效性可能会“大幅下降”。班塞尔周一告诉CNBC，开发和运送针对奥密克戎的疫苗可能需要几个月的时间。Moderna下跌近4%。</blockquote></p><p> Separately,Regeneron&nbsp;said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.</p><p><blockquote>另外，再生元表示，其抗体治疗可能降低了对抗奥密克戎病的有效性。再生元股价下跌约1%。</blockquote></p><p> Travel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group&nbsp;fell 2%,Norwegian Cruise Line Holdings&nbsp;and&nbsp;American Airlines&nbsp;&nbsp;shares&nbsp;tumbled about&nbsp;2%.</p><p><blockquote>周五领跌、周一上涨的旅游股周二再次遭受打击。Expedia Group下跌2%，挪威邮轮控股公司和美国航空股价下跌约2%。</blockquote></p><p> Bucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.</p><p><blockquote>与大盘走势相反，居家股Netflix上涨1.4%，特斯拉上涨1.5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167187587","content_text":"Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.\nThe Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.\n\nTuesday's reversal came after Moderna CEO Stephane Bancel told the Financial Times that he expects existing vaccines to be less effective against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.\nSeparately,Regeneron said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.\nTravel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group fell 2%,Norwegian Cruise Line Holdings and American Airlines  shares tumbled about 2%.\nBucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873673665,"gmtCreate":1636941995357,"gmtModify":1636941995419,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Capital Land dividend good?&nbsp;","listText":"Capital Land dividend good?&nbsp;","text":"Capital Land dividend good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873673665","repostId":"1102708415","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606569304,"gmtCreate":1638894375156,"gmtModify":1638894375362,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>S$150 - got chance?&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>S$150 - got chance?&nbsp;","text":"$Alibaba(BABA)$S$150 - got chance?","images":[{"img":"https://static.tigerbbs.com/1e5d45cf45b7fb9997aba9e3f3b26ecf","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606569304","isVote":1,"tweetType":1,"viewCount":2891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":874829582,"gmtCreate":1637759891087,"gmtModify":1637759891185,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>The most powerful one!&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>The most powerful one!&nbsp;","text":"$Apple(AAPL)$The most powerful one!","images":[{"img":"https://static.tigerbbs.com/07c76d91301aa423321d1b74c4e40389","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874829582","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606748890,"gmtCreate":1638932469419,"gmtModify":1638932469667,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"To the moon. Christmas comes early on the 18th.","listText":"To the moon. Christmas comes early on the 18th.","text":"To the moon. Christmas comes early on the 18th.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606748890","repostId":"1180884235","repostType":2,"repost":{"id":"1180884235","kind":"news","pubTimestamp":1638932278,"share":"https://www.laohu8.com/m/news/1180884235?lang=zh_CN&edition=full","pubTime":"2021-12-08 10:57","market":"us","language":"en","title":"Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180884235","media":"InvestorPlace","summary":"Fans of electric vehicle  stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.Without further ado, let’s dive right into","content":"<p><div> Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle ...</p><p><blockquote><div>电动汽车（EV）股票的粉丝们正在焦急地等待蔚来日，该日已确认将于12月18日在中国苏州市举行。蔚来汽车（纽约证券交易所股票代码：蔚来）预计将推出至少两款新车……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">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>Dear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</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\">\nDear NIO Stock Fans, Mark Your Calendars for This Potential Catalyst on Dec. 18<blockquote>亲爱的蔚来股票粉丝，请在您的日历上标记12月18日的这一潜在催化剂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-08 10:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle ...</p><p><blockquote><div>电动汽车（EV）股票的粉丝们正在焦急地等待蔚来日，该日已确认将于12月18日在中国苏州市举行。蔚来汽车（纽约证券交易所股票代码：蔚来）预计将推出至少两款新车……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">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/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/\">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":{"NIO":"蔚来"},"source_url":"https://investorplace.com/2021/12/dear-nio-stock-fans-mark-your-calendars-for-this-potential-catalyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180884235","content_text":"Fans of electric vehicle (EV) stocks are anxiously awaiting Nio Day, which has been confirmed to take place on Dec. 18 in Suzhou, China.Nio(NYSE:NIO) is expected to debut at least two new vehicle models and possibly a brand new vehicle brand. During Nio Day 2020, the EV maker unveiled the ET7 sedan to much fanfare. Deliveries for the ET7 sedan are expected to start in 2022 for most countries, although confirmation for this timetable will likely be answered at Nio Day.\nNio also impressed shareholders after releasing its November delivery numbers. The company reported that it had delivered 10,878 vehicles, up nearly 106% year-over-year (YOY). This brings total year deliveries to 80,940 vehicles, up more than 120% YOY. The November numbers were much needed after Nio reported disappointing October deliveries. Those numbers came in lower due to supply-chain issues and chip shortages.InvestorPlacecontributor Vandita Jadeja notes that Nio’sexpected fourth-quarter deliveries of 23,500 to 25,500 vehicles will be difficult to accomplish.\nWithout further ado, let’s dive right into what investors should know about Nio’s most exciting day of the year.\nNio Day: What NIO Stock Investors Should Know\n\nRumors are flying around that one of the new vehicles to be released during Nio Day is the ET5, a mid-sized sedan. The ET5 will reportedly compete with the BMW(OTCMKTS:BMWYY) 3-series and the Audi A4 at a lower price (Audi is owned by Volkswagen(OTCMKTS:VWAGY)).\nThe ET5 will likely be priced below the ET7, which has a base cost of around $69,000.\nAccording to a research note from Deutsche Bank, the second mystery EV is expected to be similar to the Toyota(NYSE:TM) Alphard, a luxury multi-purpose vehicle (MPV) that “sold 20,000 units in China last year.” Deutsche’s second guess is a high-performance sports coupe.\nNio recently filed a trademark registration for the name EF9, according to Electric Vehicle Web. This has led many to speculate that the new vehicle will be a convertible version of the EP9.\nCEO William Li confirmed that Nio plans on adding three new models to the Nio Technology Platform 2.0 in 2022. One of the models will be the new ET7 sedan. The other two are still unknown.\nFans of NIO stock are also waiting for an update on overseas delivery times and availability, especially in European countries. The company will likely answer this question at Nio Day.\nLi confirmed during a Q2 conference call that Nio had assembled a team to work on a new vehicle brand. In regards to the possible new vehicle brand, Li commented, “The relationship between Nio and our new mass-market brand will be like that of Audi-Volkswagen and Lexus-Toyota.”","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607643390,"gmtCreate":1639536419563,"gmtModify":1639536419783,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"But all e-commerce players are in the dip! I doubt this will skyrocket.","listText":"But all e-commerce players are in the dip! I doubt this will skyrocket.","text":"But all e-commerce players are in the dip! I doubt this will skyrocket.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/607643390","repostId":"1161863455","repostType":4,"repost":{"id":"1161863455","kind":"news","pubTimestamp":1639535564,"share":"https://www.laohu8.com/m/news/1161863455?lang=zh_CN&edition=full","pubTime":"2021-12-15 10:32","market":"us","language":"en","title":"Amazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161863455","media":"TheStreet","summary":"Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons wh","content":"<p>Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.</p><p><blockquote>亚马逊股票在2021年令人失望之后，未来一年能否迎来美好的一年？以下是这家电子商务巨头的股价在2022年可能跑赢大型科技集团的关键原因。</blockquote></p><p> Amazon stock&nbsp;continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector&nbsp;and the tech-rich Nasdaq index&nbsp;by a mile so far this year.</p><p><blockquote>亚马逊股票在2021年继续表现不佳，令人失望。下图显示，今年迄今为止，该股已落后于科技股和科技股丰富的纳斯达克指数一英里。</blockquote></p><p> But last week, I saw&nbsp;the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.</p><p><blockquote>但上周，我将最近的疲软视为买入机会。不仅如此，我还称AMZN为“我2022年的大型科技选择”。下面，我向TheStreet观众解释为什么我认为这家云和电子商务巨头的股价在未来12个月可能会有更好的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d64c80fb9227dfb2f07ca327020b7b\" tg-width=\"882\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: AMZN, XLK COMPX comparison.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：AMZN、XLK COMPX比较。</span></p></blockquote></p><p> <b>Best to buy AMZN on the dip</b></p><p><blockquote><b>最好逢低买入AMZN</b></blockquote></p><p> The first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.</p><p><blockquote>现在购买亚马逊股票并至少持有到2022年底的第一个理由非常简单：股价下跌。据上次检查，亚马逊的股价比7月初的峰值低了近10%。股价不仅已经陷入水下近半年，而且几乎处于回调区域。</blockquote></p><p> There are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined&nbsp;that, historically, the approach has produced better returns.</p><p><blockquote>有很多方法可以合理化逢低买入策略。投资常识建议低买高卖。我输入了数字并确定，从历史上看，这种方法会产生更好的回报。</blockquote></p><p> An investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.</p><p><blockquote>一位在接近峰值价格时买入AMZN的投资者一年后平均收益为29%。还不错。但当股价比历史高点低15%或更多时，这一数字就会跃升至42%。亚马逊股票现在还没有完全到位，但我仍然认为今天存在大幅上涨的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe59b47af83bd439a7f35ab6c5325b9b\" tg-width=\"630\" tg-height=\"410\" width=\"100%\" height=\"auto\"><span>Figure 2: Median one-year return on AMZN.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的一年回报率中位数。</span></p></blockquote></p><p> <b>Not all about the bargain price</b></p><p><blockquote><b>并不全是因为价格便宜</b></blockquote></p><p> To be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.</p><p><blockquote>需要明确的是，今天购买亚马逊的吸引力超越了其较低的股价。在更高的层面上，这家总部位于西雅图的公司仍然是其目前运营的几乎所有业务中最相关的参与者之一：从电子商务到云，从科技设备到流媒体服务。</blockquote></p><p> I have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed&nbsp;market leader&nbsp;in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.</p><p><blockquote>我没有理由指望这种动态会很快改变。例如，亚马逊不太可能从美国电子商务无可争议的市场领导者（目前拥有令人印象深刻的41%的市场份额）转变为该领域的次要参与者。部分原因是该公司在基础设施方面的大量投资，以确保其高增长轨迹保持不变。</blockquote></p><p> The problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:</p><p><blockquote>问题是，如今，亚马逊的交易方式并不像长期赢家那样。相反，它被视为短期输家。以下是我在Seeking Alpha文章中对此主题的看法：</blockquote></p><p>   “  <i>On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable</i>.”  I see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.</p><p><blockquote>“<i>在劳动力方面，亚马逊不得不加大招聘力度【……】，而此时劳动力短缺和工资上涨可能已经达到疫情复苏的顶峰。在产品方面，由于通胀压力和运输挑战，成本已经上升，更不用说需要重新安排库存以避开瓶颈。此外，亚马逊今年也成为了难以克服的竞争的受害者。[…]从短期角度来看，亚马逊股票在过去六个月左右的低迷是有道理的</i>.“我认为市场对亚马逊不太令人兴奋的短期前景的关注是一个机会，而不是担心的理由。长期投资的投资者不应该太关心亚马逊股价是否会在几周内上涨或下跌。抛开不利因素不谈，我相信AMZN的估值将比目前3,400美元的水平高得多。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</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\">\nAmazon Stock: It Could Skyrocket in 2022<blockquote>亚马逊股票：2022年可能会飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-15 10:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.</p><p><blockquote>亚马逊股票在2021年令人失望之后，未来一年能否迎来美好的一年？以下是这家电子商务巨头的股价在2022年可能跑赢大型科技集团的关键原因。</blockquote></p><p> Amazon stock&nbsp;continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector&nbsp;and the tech-rich Nasdaq index&nbsp;by a mile so far this year.</p><p><blockquote>亚马逊股票在2021年继续表现不佳，令人失望。下图显示，今年迄今为止，该股已落后于科技股和科技股丰富的纳斯达克指数一英里。</blockquote></p><p> But last week, I saw&nbsp;the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.</p><p><blockquote>但上周，我将最近的疲软视为买入机会。不仅如此，我还称AMZN为“我2022年的大型科技选择”。下面，我向TheStreet观众解释为什么我认为这家云和电子商务巨头的股价在未来12个月可能会有更好的表现。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d64c80fb9227dfb2f07ca327020b7b\" tg-width=\"882\" tg-height=\"328\" width=\"100%\" height=\"auto\"><span>Figure 1: AMZN, XLK COMPX comparison.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：AMZN、XLK COMPX比较。</span></p></blockquote></p><p> <b>Best to buy AMZN on the dip</b></p><p><blockquote><b>最好逢低买入AMZN</b></blockquote></p><p> The first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.</p><p><blockquote>现在购买亚马逊股票并至少持有到2022年底的第一个理由非常简单：股价下跌。据上次检查，亚马逊的股价比7月初的峰值低了近10%。股价不仅已经陷入水下近半年，而且几乎处于回调区域。</blockquote></p><p> There are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined&nbsp;that, historically, the approach has produced better returns.</p><p><blockquote>有很多方法可以合理化逢低买入策略。投资常识建议低买高卖。我输入了数字并确定，从历史上看，这种方法会产生更好的回报。</blockquote></p><p> An investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.</p><p><blockquote>一位在接近峰值价格时买入AMZN的投资者一年后平均收益为29%。还不错。但当股价比历史高点低15%或更多时，这一数字就会跃升至42%。亚马逊股票现在还没有完全到位，但我仍然认为今天存在大幅上涨的机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe59b47af83bd439a7f35ab6c5325b9b\" tg-width=\"630\" tg-height=\"410\" width=\"100%\" height=\"auto\"><span>Figure 2: Median one-year return on AMZN.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：AMZN的一年回报率中位数。</span></p></blockquote></p><p> <b>Not all about the bargain price</b></p><p><blockquote><b>并不全是因为价格便宜</b></blockquote></p><p> To be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.</p><p><blockquote>需要明确的是，今天购买亚马逊的吸引力超越了其较低的股价。在更高的层面上，这家总部位于西雅图的公司仍然是其目前运营的几乎所有业务中最相关的参与者之一：从电子商务到云，从科技设备到流媒体服务。</blockquote></p><p> I have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed&nbsp;market leader&nbsp;in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.</p><p><blockquote>我没有理由指望这种动态会很快改变。例如，亚马逊不太可能从美国电子商务无可争议的市场领导者（目前拥有令人印象深刻的41%的市场份额）转变为该领域的次要参与者。部分原因是该公司在基础设施方面的大量投资，以确保其高增长轨迹保持不变。</blockquote></p><p> The problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:</p><p><blockquote>问题是，如今，亚马逊的交易方式并不像长期赢家那样。相反，它被视为短期输家。以下是我在Seeking Alpha文章中对此主题的看法：</blockquote></p><p>   “  <i>On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable</i>.”  I see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.</p><p><blockquote>“<i>在劳动力方面，亚马逊不得不加大招聘力度【……】，而此时劳动力短缺和工资上涨可能已经达到疫情复苏的顶峰。在产品方面，由于通胀压力和运输挑战，成本已经上升，更不用说需要重新安排库存以避开瓶颈。此外，亚马逊今年也成为了难以克服的竞争的受害者。[…]从短期角度来看，亚马逊股票在过去六个月左右的低迷是有道理的</i>.“我认为市场对亚马逊不太令人兴奋的短期前景的关注是一个机会，而不是担心的理由。长期投资的投资者不应该太关心亚马逊股价是否会在几周内上涨或下跌。抛开不利因素不谈，我相信AMZN的估值将比目前3,400美元的水平高得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022\">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":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-it-could-skyrocket-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161863455","content_text":"Could Amazon stock have a great year ahead, after disappointing in 2021? Here are the key reasons why shares of the e-commerce giant may outperform the Big Tech group in 2022.\nAmazon stock continues to be a disappointing underperformer in 2021. The chart below shows that shares have lagged the tech sector and the tech-rich Nasdaq index by a mile so far this year.\nBut last week, I saw the recent weakness as a buying opportunity. Not only that, but I have called AMZN “my Big Tech pick for 2022”. Below, I explain to our TheStreet audience why I think shares of the cloud and e-commerce giant could have a much better 12 months ahead.\nFigure 1: AMZN, XLK COMPX comparison.\nBest to buy AMZN on the dip\nThe first argument for buying Amazon stock now and holding through the end of 2022, at least, is very simple: the share price is down. At last check, Amazon was nearly 10% below the early July peak. Not only have shares been underwater for nearly half a year, but they are also almost in correction territory.\nThere are many ways to rationalize the buy-on-dip strategy. Common sense in investing suggests buying low and selling high.I have plugged in the numbers and determined that, historically, the approach has produced better returns.\nAn investor that buys AMZN near peak prices has raked in average gains of 29% one year later. Not bad. But this figure jumps to 42% when the stock is 15% or more below the all-time high. Amazon stock is not quite there yet now, but I still think that the opportunity for outsized gains exists today.\nFigure 2: Median one-year return on AMZN.\nNot all about the bargain price\nTo be clear, the appeal of buying AMZN today transcends its lower share price. At a higher level, the Seattle-based company continues to be one of the most relevant players in nearly all businesses that it currently operates: from e-commerce to cloud, and from tech devices to streaming services.\nI have no reason to expect this dynamic to change anytime soon. Amazon, for instance, is unlikely to morph from undisputed market leader in US e-commerce, with an impressive market share of 41% today, to a secondary player in the space. Part of the reason is the company’s heavy investments in infrastructure to ensure that its high growth trajectory remains intact.\nThe problem is that, today, Amazon does not trade like a long-term winner. Rather, it is perceived as a short-term loser. Here is what I said about this topic, on my Seeking Alpha piece:\n\n “\n On the labor side, Amazon has had to ramp up hiring […] precisely when labor shortages and wage increases may have hit a pandemic-recovery peak. On the product side, costs have ramped up due to inflationary pressures and transportation challenges, not to mention the need to reroute inventory to sidestep bottlenecks. In addition, Amazon has fallen victim to unsurmountable comps this year. […] From this short-term perspective, Amazon stock's malaise in the past six months or so is justifiable.”\n\nI see the market’s focus on Amazon’s less exciting short-term prospects as an opportunity, not a reason to worry. Investors who are in for the long haul should not care much about whether Amazon stock price will be a bit higher or lower, say, in a couple of weeks. Look past the headwinds, and I believe that AMZN will be valued much more richly than its current $3,400 levels.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603244664,"gmtCreate":1638418690149,"gmtModify":1638419066691,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Don’t und why Pfizer has higher valuation but cheaper than Moderna?&nbsp;","listText":"Don’t und why Pfizer has higher valuation but cheaper than Moderna?&nbsp;","text":"Don’t und why Pfizer has higher valuation but cheaper than Moderna?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603244664","repostId":"1119742422","repostType":2,"repost":{"id":"1119742422","kind":"news","pubTimestamp":1638368504,"share":"https://www.laohu8.com/m/news/1119742422?lang=zh_CN&edition=full","pubTime":"2021-12-01 22:21","market":"us","language":"en","title":"Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119742422","media":"TheStreet","summary":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks ","content":"<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。今天，我们仔细看看Moderna和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎重新引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11月26日星期五，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的COVID-19疫苗制造商之间，我们评估了Moderna和辉瑞的股票，并问自己：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>Moderna股票目前有13名分析师一致持有，平均目标价为298美元，这表明较当前水平下跌17%。华尔街的评估表明，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的COVID-19疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，继11月上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，平均目标价为50美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的Chris Schott将辉瑞的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然分析师认为该公司核心业务的上涨空间有限，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。例如，自2020年3月COVID-19大流行开始以来，Moderna的股价已上涨超过1,200%，而辉瑞股价同期上涨了79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE表现。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为MRNA是COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达32倍，该股可能会更加波动，并存在更高的下行风险。另一方面，PFE可能是整个医疗保健领域更好的长期押注，特别是考虑到2023年去风险市盈率仅为13倍。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</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\">\nModerna or Pfizer Stock: Which to Buy as Omicron Spreads?<blockquote>Moderna或辉瑞股票：随着奥密克戎蔓延，该买哪一只？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-01 22:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.</p><p><blockquote>自发现奥密克戎变种以来，对大流行的担忧再次出现，疫苗相关股票重新成为人们关注的焦点。今天，我们仔细看看Moderna和辉瑞的股票。</blockquote></p><p> COVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.</p><p><blockquote>新冠肺炎继续困扰市场。新变种奥密克戎重新引发了全世界对新的健康和经济危机的担忧，因为人们对这种变种如何影响接种疫苗和未接种疫苗的人知之甚少。</blockquote></p><p> The stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&amp;P 500&nbsp;dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock&nbsp;was up a more modest 2.5%.</p><p><blockquote>11月26日星期五，奥密克戎新闻频道播出后，股市遭到抛售。由于不确定性，标普500下跌2%。Moderna股票是为数不多的上涨者之一，该股在周五交易时段上涨了20%，而辉瑞股票则小幅上涨了2.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b55d87c377ec124bb84173bfb955b9fa\" tg-width=\"689\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Figure 1: SPY, MRNA and PFE performance in the past 5-trading days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：过去5个交易日的SPDR标普500指数ETF、MRNA和PFE表现。</span></p></blockquote></p><p> Between two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?</p><p><blockquote>在两家主要的COVID-19疫苗制造商之间，我们评估了Moderna和辉瑞的股票，并问自己：在奥密克戎恐惧挥之不去的情况下，哪一家更值得买入？</blockquote></p><p> <b>Wall Street is neutral on Moderna</b></p><p><blockquote><b>华尔街对Moderna持中立态度</b></blockquote></p><p> Moderna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.</p><p><blockquote>Moderna股票目前有13名分析师一致持有，平均目标价为298美元，这表明较当前水平下跌17%。华尔街的评估表明，股价可能已经领先于基本面，因为自COVID-19大流行开始以来，MRNA已上涨超过1,200%。</blockquote></p><p> The most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who&nbsp;reiterated&nbsp;his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.</p><p><blockquote>关于Moderna股票的最新报告来自Piper Sandler的Edward Tenthoff，他重申了买入建议，并在奥密克戎新闻的支持下预测目标价为348美元。分析师认为，该公司已为新变种的出现做好了准备，并且“非常适合快速更换新版本的刺突抗原”以制造新的COVID-19疫苗。</blockquote></p><p> Morgan Stanley’s Matthew Harrison&nbsp;reiterated&nbsp;his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.</p><p><blockquote>摩根士丹利的Matthew Harrison一周前重申了对MRNA的中性评级，目标价为313美元。该分析师提到，Moderna年底前流感疫苗数据的公布可能会成为该股的积极催化剂。如果结果是积极的，市场可能会预计长期流感和新冠疫苗收入约为100亿美元，使股价上涨10%。</blockquote></p><p> <b>Pfizer: moderate buy, but experts are skeptical</b></p><p><blockquote><b>辉瑞：适度买入，但专家持怀疑态度</b></blockquote></p><p> Wall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.</p><p><blockquote>根据股票评级，华尔街目前看好辉瑞。然而，平均价格目标共识表明，继11月上涨之后，估值可能会被拉低。根据13份报告，PFE给予适度买入建议，平均目标价为50美元。</blockquote></p><p> JPMorgan‘s Chris Schott&nbsp;raised&nbsp;the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.</p><p><blockquote>摩根大通的Chris Schott将辉瑞的目标价从42美元上调至53美元，并维持中性评级。Covid仍然是辉瑞故事的焦点，Comirnaty和Paxlovid的销售额“将明显超出预期”。虽然分析师认为该公司核心业务的上涨空间有限，但他不会对近期股价上涨感到惊讶奥密克戎头条新闻。</blockquote></p><p> The most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is&nbsp;skeptical&nbsp;on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.</p><p><blockquote>PFE的最新更新来自瑞穗证券的Vamil Divan。他对辉瑞股票持怀疑态度，并认为下行风险为16%。但这位分析师表示，奥密克戎可能会增加近期对辉瑞COVID-19疫苗的需求，尤其是加强剂量。</blockquote></p><p> <b>Wall Street Memes’ take</b></p><p><blockquote><b>华尔街模因的看法</b></blockquote></p><p> COVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.</p><p><blockquote>COVID-19疫苗制造商在短期内自然可能会从奥密克戎担忧中受益。例如，自2020年3月COVID-19大流行开始以来，Moderna的股价已上涨超过1,200%，而辉瑞股价同期上涨了79%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198c43532bf2d097bc94e078b539a044\" tg-width=\"684\" tg-height=\"577\" width=\"100%\" height=\"auto\"><span>Figure 2: MRNA and PFE performance in the past 5-years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去5年的MRNA和PFE表现。</span></p></blockquote></p><p> Pfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.</p><p><blockquote>辉瑞比Moderna大得多，市值为3000亿美元，而Moderna为1330亿美元。两家公司都拥有强大的疫苗管道和技术，但Moderna可能会从当前的大流行中受益，因为它更像是一只纯粹的股票。</blockquote></p><p> Due to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.</p><p><blockquote>由于商业模式多元化，我们认为MRNA是COVID-19发展的更好短期赌注。然而，出于同样的原因，并且由于2023年市盈率高达32倍，该股可能会更加波动，并存在更高的下行风险。另一方面，PFE可能是整个医疗保健领域更好的长期押注，特别是考虑到2023年去风险市盈率仅为13倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads\">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":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/moderna-or-pfizer-stock-which-to-buy-as-omicron-spreads","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119742422","content_text":"Pandemic fears have returned since the discovery of the Omicron variant, and vaccine-related stocks are back in the spotlight. Today, we take a closer look at Moderna and Pfizer stocks.\nCOVID-19 keeps haunting the markets. New variant Omicron has renewed fears worldwide about a new health and economic crisis, since little is still known about how this variant affects vaccinated and non-vaccinated people.\nThe stock market sold off on Friday, November 26, after Omicron news hit the wire. The S&P 500 dropped 2% amid uncertainty. One of the few gainers was Moderna stock, which jumped 20% on Friday’s trading session, while Pfizer stock was up a more modest 2.5%.\nFigure 1: SPY, MRNA and PFE performance in the past 5-trading days.\nBetween two of the main COVID-19 vaccine makers, we assess Moderna and Pfizer stocks and ask ourselves: which is a better buy as Omicron fear lingers?\nWall Street is neutral on Moderna\nModerna stock currently has a hold consensus among 13 analysts and an average price target of $298, which suggests 17% downside from current levels. Wall Street’s assessment suggests that the stock price may have moved ahead of fundamentals, as MRNA has gained more than 1,200% since the COVID-19 pandemic started.\nThe most recent report on Moderna stock came from Piper Sandler’s Edward Tenthoff, who reiterated his buy recommendation and forecasted a $348 price target on the back of Omicron news. The analyst sees the company prepared for the emergence of new variants and \"ideally suited to rapidly swap in new versions of the Spike antigen\" to make new COVID-19 vaccines.\nMorgan Stanley’s Matthew Harrison reiterated his neutral rating on MRNA a week ago with a $313 price target. The analyst mentioned that the announcement of Moderna’s flu vaccine data before year-end could be a positive catalyst for the stock. If the results are positive, the market could price in about $10 billion in long-term flu and COVID vaccine revenue, bumping shares by 10%.\nPfizer: moderate buy, but experts are skeptical\nWall Street is currently bullish on Pfizer, based on stock ratings. However, average price target consensus suggests that valuations could be stretched thin, following the November rally. PFE has a moderate buy recommendation based on 13 reports and a $50 average price target.\nJPMorgan‘s Chris Schott raised the firm's price target on Pfizer to $53 from $42 and kept a neutral rating. Covid remains a focal point of the Pfizer story, and Comirnaty and Paxlovid sales are \"set to clearly exceed expectations”. While the analyst sees limited upside from the company's core business, he would not be surprised to see shares rally in the near-term on omicron headlines.\nThe most recent update on PFE came from Mizuho Securities’ Vamil Divan. He is skeptical on Pfizer stock and sees 16% downside risk. But according to the analyst, Omicron may increase near-term demand for Pfizer’s COVID-19 vaccine, especially for booster doses.\nWall Street Memes’ take\nCOVID-19 vaccine makers may naturally benefit in the near-term from Omicron fears. Moderna, for instance, has risen more than 1,200% since the beginning of the COVID-19 pandemic in March 2020, while Pfizer stock has climbed 79% during the same period.\nFigure 2: MRNA and PFE performance in the past 5-years.\nPfizer is much larger than Moderna, with a market cap size of $300 billion compared to Moderna’s $133 billion. Both companies have strong vaccine pipelines and technology, but Moderna likely benefits from the current pandemic for being more of a pure-play stock.\nDue to business model diversification, we see MRNA as a better short-term bet on COVID-19 developments. However, for this same reason and due to richer 2023 P/E of 32x, the stock is likely to be more volatile and present higher downside risk. PFE, on the other hand, could be a better long-term bet on healthcare at large, especially considering de-risked 2023 P/E of only 13x.","news_type":1,"symbols_score_info":{"PFE":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876781968,"gmtCreate":1637364913307,"gmtModify":1637364913541,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"Slowly building up. Have faith for long term.&nbsp;","listText":"Slowly building up. Have faith for long term.&nbsp;","text":"Slowly building up. Have faith for long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876781968","repostId":"2184981058","repostType":4,"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873305620,"gmtCreate":1636853765637,"gmtModify":1636853768881,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold hold hold&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>Hold hold hold&nbsp;","text":"$NIO Inc.(NIO)$Hold hold hold","images":[{"img":"https://static.tigerbbs.com/0aa04a79dc950ac5b0dbbb990e60118d","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873305620","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":699876271,"gmtCreate":1639786641939,"gmtModify":1639786642199,"author":{"id":"4098670711529950","authorId":"4098670711529950","name":"Charismatic","avatar":"https://static.tigerbbs.com/300121ceaa0c93ff03728d2def6c5a5e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098670711529950","idStr":"4098670711529950"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>I think the EV market is too volatile. One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>I think the EV market is too volatile. One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.&nbsp;","text":"$NIO Inc.(NIO)$I think the EV market is too volatile. One moment skyrocketed, one moment deep in the sea. Once it turned green I will probably flip.","images":[{"img":"https://static.tigerbbs.com/e77a9301ace7d02d3fe6defd76cce584","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699876271","isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}