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- 6b05a506b05a50
  ·2021-10-11
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- 6b05a506b05a50
  ·2021-10-10
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- 6b05a506b05a50
  ·2021-10-09
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- 6b05a506b05a50
  ·2021-10-08
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- 6b05a506b05a50
  ·2021-10-07
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  Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>
  Summary Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82
  Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>
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- 6b05a506b05a50
  ·2021-10-05
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  3 reasons why airline stocks are screaming buys<blockquote>航空股大卖的 3 个原因</blockquote>
  The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg
  3 reasons why airline stocks are screaming buys<blockquote>航空股大卖的 3 个原因</blockquote>
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- 6b05a506b05a50
  ·2021-10-02
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  3 Stocks That Can Double Again in the Fourth Quarter<blockquote>3只股票第四季度可能再次翻倍</blockquote>
  Key Points Crocs has jacked up its guidance every quarter this year. It reports again later this mo
  3 Stocks That Can Double Again in the Fourth Quarter<blockquote>3只股票第四季度可能再次翻倍</blockquote>
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- 6b05a506b05a50
  ·2021-09-23
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- 6b05a506b05a50
  ·2021-09-17
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- 6b05a506b05a50
  ·2021-09-15
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  Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
  U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut t
  Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
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comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823708651","repostId":"1163018074","repostType":4,"isVote":1,"tweetType":1,"viewCount":3624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823391120,"gmtCreate":1633578939589,"gmtModify":1633578940106,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575639261045142","authorIdStr":"3575639261045142"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823391120","repostId":"1131458105","repostType":4,"repost":{"id":"1131458105","kind":"news","pubTimestamp":1633575480,"share":"https://www.laohunote.com/m/news/1131458105?lang=zh_CN&edition=full","pubTime":"2021-10-07 10:58","market":"us","language":"en","title":"Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131458105","media":"Seeking Alpha","summary":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $82","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>  <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>  <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>  <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>在宣布赢得美国 8.23 亿美元的合同后，Palantir 的股价在盘前交易中上涨了 14%。周二军队。</li><li>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。</li><li>回顾 Palantir 近年来赢得的军事合同，可以看出其尖端技术能力如何扰乱了世界上最封闭的市场之一。</li><li>再加上五角大楼对创新日益增长的需求以支持政府情报需求，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir 已做好充分准备，在未来十年实现显着的上行空间。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p><p><blockquote>Palantir (NYSE:PLTR) 宣布赢得美国陆军价值 8.23 亿美元的合同后，其股价在周二盘前交易中上涨了 14%。Palantir 已被美国陆军情报系统和分析项目经理选中，以促进 “能力下降 2 计划 ”（“CD-2 计划”）的部署。陆军情报界将利用 Palantir 的 Gotham 平台整合来自不同数据库的数据，并为 CD-2 计划创建一个 “数据结构和分析基础”，用于实现数据现代化和分析能力，为应对未来对国家安全的威胁做好准备。</blockquote></p><p> The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p><p><blockquote>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。这家硅谷初创公司turned tech unicorn近年来赢得了显著的合同，一次又一次地引起了大型军需品公司的注意。这些大型军工供应商凭借其 “深厚的人脉和数十年的政府采购经验 ”长期以来一直主导着该行业。虽然 Palantir 目前从政府合同中获得的收入在美国年度国防开支总额中仍然只是名义上的一部分，但最近的交易代表着军事情报供应行业的一个转折点，并为在可预见的未来更大的市场渗透奠定了基础。</blockquote></p><p> Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p><p><blockquote>Palantir 最近的里程碑只会增强我们对该股的看涨前景。我们对 28.18 美元的 12 个月目标价仍然充满信心，长期上涨空间实现轨迹指向 46.30 美元，正如我们之前对该股的报道中详细讨论的那样。</blockquote></p><p> <b>Palantir’s History of Key Government Contract Wins</b></p><p><blockquote><b>Palantir 赢得关键政府合同的历史</b></blockquote></p><p> Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p><p><blockquote>Palantir 的政府业务部门继续主导其综合收入增长。第二季度，Palantir 产生的政府收入为 2.32 亿美元，同比增长超过 66%。这一收入增长大部分是通过新的政府合同实现的，例如今年早些时候与国家核安全局签署的价值 9000 万美元的五年期协议，此外还有许多其他现有的长期安排，如下所示：</blockquote></p><p></p><p> <ul>  <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>  <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>  <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>  <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li> </ul> <b>What do these Milestones Imply?</b></p><p><blockquote><ul><li>2019 年五角大楼交易--Palantir 获得了一份为期四年、价值 4.4 亿美元的合同，提供一个可以将 “人力资源、供应链和其他陆军作战系统整合到一个仪表盘中 ”的系统。</li><li>2020 年陆军网络现代化合同--Palantir 被陆军未来司令部选中，部署其专为政府和军方使用而设计的 Gotham 平台，用于美国陆军战场网络的现代化改造。根据这一安排，Gotham 将与陆军的 “指挥所计算环境 ”（“CPCE”）系统一起使用，将来自各种战场网络的数据整合为一个网络，创建一个 “通用数据结构”。</li><li>2020 年美国海军贵族合同 – Palantir 去年击败了美国主要国防承包商雷神公司（纽约证券交易所股票代码：RTX），获得了与美国海军的第一份合同。与陆军网络现代化合同类似，价值 8000 万美元的独家来源合同评级将部署哥谭市，将分散在世界各地的美国海军军舰和飞机的数据整合到一个名为 “海军作战商业后勤企业 ”（“NOBLE”）的操作系统中。此次合作的成功也将是海军最终将人工智能整合到其现代化网络中的基础。</li><li>2020 年 “分布式公共地面系统 ”（“DCGS”）升级合同--Palantir 与英国国防和安全承包商 BAE Systems 一起获得了一份价值 8.23 亿美元的 “固定价格 ”合同，以促进 DCGS 系统的建设。根据协议，两家公司将 “争夺建立该系统战略数据平台的订单”，该平台将用于向世界各地的指挥所部署信息和情报。Palantir 周二赢得的最新合同实际上是对现有安排的更新，该公司已被选为 CD-2 项目的唯一数据分析平台提供商。CD-2计划还将用于支持“联合所有领域行动”（“JADC2”）。JADC2 是五角大楼正在实施的一项活动，旨在将美国每个军事机构的传感器连接到一个统一的网络中，这将使用数据和人工智能处理实现快速简化的传感器到射手的连接，Palantir 也是其中的参与合作伙伴。</li></ul><b>这些里程碑意味着什么？</b></blockquote></p><p> Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p><p><blockquote>数据是使美国外交政策与国家安全目标保持一致的最强有力的纽带。这凸显了为什么理解数据并利用数据来推动决策过程仍然是国防部的首要任务。近年来，这使得他们更加迫切需要重新连接各分支机构数据库的碎片化特征，这也是 Palantir 上文讨论的政府合同中标中的一个共同主题。</blockquote></p><p> The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p><p><blockquote>近年来，该政府机构与 Palantir 的合作日益增多，这证明了 Gotham 在解决美国陆军的难题方面行之有效。这应该会引起长期以来主导该行业的国防承包商的注意。</blockquote></p><p> Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p><p><blockquote>Palantir 在 2020 年击败雷神公司获得 NOBLE 合同，以及最近击败 BAE Systems 获得 CD-2 合同，标志着国防工业明显出现了拐点。当 Palantir 在 2020 年击败雷神公司时，美国海军称赞 Palantir 是唯一一家能够 “消除该机构传统网络所依赖的冗余、资源密集型和炉管系统 ”的竞标者。周二的合同中标进一步证明了哥谭在支持陆军网络现代化工作方面的能力和有效性，同时也提高了时间和成本效率。Palantir 最近赢得的合同清楚地表明，后者在数据管理和分析方面的技术能力尚未达到满足美国陆军网络现代化需求所需的水平。Palantir 一次又一次地向国防部证明，虽然利用数据是一个复杂的过程，但它拥有技术能力和资源来链接和理解大量信息，而不会影响时间和成本效率。Palantir 最近赢得的合同也预示着国防部将转向加强与软件和创新驱动的技术合作伙伴的合作，以实现其当前 “指挥与控制 ”架构的现代化和增强。这使得 Palantir 比以往任何时候都更接近成为 “美国所有国防项目的中央操作系统 ”的目标。</blockquote></p><p> <b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p><p><blockquote><b>拜登总统的 2022 财年国防预算对 Palantir 意味着什么？</b></blockquote></p><p></p><p> President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p><p><blockquote>拜登总统提出的美国预算国防部在即将到来的财政年度也意味着政府越来越重视创新，这为 Palantir 带来了强劲的推动力。2022 财年的 7060 亿美元预算与 2021 财年预算相比保持相对持平，如果根据通货膨胀进行调整，甚至略有下降。再加上加大对人工智能和高超音速武器等新技术产品投资的目标，很明显，政府希望以更少的支出实现更多的目标。只有加速采用像Palantir提供的创新软件和系统，才能实现这种时间和成本效率。</blockquote></p><p> The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p><p><blockquote>五角大楼去年慷慨地为 1600 多家软件即服务初创企业提供了 15 亿美元的直接资金，这进一步证实了五角大楼对创新者的接受度不断提高。还为该行业的早期公司预留了一些每份价值高达 300 万美元的国防合同，这表明该机构正在积极努力打破大型国防承包商历来设置的高准入门槛。这表明来自美国的更大机会市场。国防部正在效仿 Palantir，为可预见的未来的进一步增长奠定了基础。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</p><p><blockquote>由于 Palantir 目前的政府收入仅占美国年度国防开支总额的 1/10%，因此仍有很大的市场渗透空间。Palantir 在协助美国各军事机构进行网络现代化工作方面的良好记录，再加上国防部对创新以支持其情报需求的日益增长的需求，进一步支撑了该公司的长期增长前景。Palantir 的政府合同能力目前引领着公司的收入增长，预计这也将鼓励更广泛地采用其软件产品，并带动其商业业务的相关收入。我们相信，Palantir 公司和股票才刚刚开始触及其增长潜力的表面，预计将在未来十年实现显着的上涨空间。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: What Does The Latest $823 Million Military Contract Win Imply?<blockquote>Palantir：最新赢得的 8.23 亿美元军事合同意味着什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-07 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.</li>  <li>The announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.</li>  <li>A look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.</li>  <li>Paired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for&nbsp;significant upside realization going into the next decade.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0903228e36df9ae0362f3c441df8cead\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>在宣布赢得美国 8.23 亿美元的合同后，Palantir 的股价在盘前交易中上涨了 14%。周二军队。</li><li>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。</li><li>回顾 Palantir 近年来赢得的军事合同，可以看出其尖端技术能力如何扰乱了世界上最封闭的市场之一。</li><li>再加上五角大楼对创新日益增长的需求以支持政府情报需求，以及有利于投资人工智能等前瞻性技术的国防预算，Palantir 已做好充分准备，在未来十年实现显着的上行空间。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a&nbsp;$823 million contract win&nbsp;with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s&nbsp;Gotham&nbsp;platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.</p><p><blockquote>Palantir (NYSE:PLTR) 宣布赢得美国陆军价值 8.23 亿美元的合同后，其股价在周二盘前交易中上涨了 14%。Palantir 已被美国陆军情报系统和分析项目经理选中，以促进 “能力下降 2 计划 ”（“CD-2 计划”）的部署。陆军情报界将利用 Palantir 的 Gotham 平台整合来自不同数据库的数据，并为 CD-2 计划创建一个 “数据结构和分析基础”，用于实现数据现代化和分析能力，为应对未来对国家安全的威胁做好准备。</blockquote></p><p> The announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at&nbsp;more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.</p><p><blockquote>这一宣布进一步支持了 Palantir 近年来为提高其在美国年度国防开支中的市场份额所做的持续努力，目前美国年度国防开支已超过 7000 亿美元。这家硅谷初创公司turned tech unicorn近年来赢得了显著的合同，一次又一次地引起了大型军需品公司的注意。这些大型军工供应商凭借其 “深厚的人脉和数十年的政府采购经验 ”长期以来一直主导着该行业。虽然 Palantir 目前从政府合同中获得的收入在美国年度国防开支总额中仍然只是名义上的一部分，但最近的交易代表着军事情报供应行业的一个转折点，并为在可预见的未来更大的市场渗透奠定了基础。</blockquote></p><p> Palantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our&nbsp;previous coverage&nbsp;on the stock.</p><p><blockquote>Palantir 最近的里程碑只会增强我们对该股的看涨前景。我们对 28.18 美元的 12 个月目标价仍然充满信心，长期上涨空间实现轨迹指向 46.30 美元，正如我们之前对该股的报道中详细讨论的那样。</blockquote></p><p> <b>Palantir’s History of Key Government Contract Wins</b></p><p><blockquote><b>Palantir 赢得关键政府合同的历史</b></blockquote></p><p> Palantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the&nbsp;$90 million five-year deal&nbsp;inked with the National Nuclear Security Administration earlier this year, in addition to&nbsp;many other existing long-term arrangements&nbsp;like the following:</p><p><blockquote>Palantir 的政府业务部门继续主导其综合收入增长。第二季度，Palantir 产生的政府收入为 2.32 亿美元，同比增长超过 66%。这一收入增长大部分是通过新的政府合同实现的，例如今年早些时候与国家核安全局签署的价值 9000 万美元的五年期协议，此外还有许多其他现有的长期安排，如下所示：</blockquote></p><p></p><p> <ul>  <li>2019 Pentagon Deal&nbsp;– Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.</li>  <li>2020 Army Network Modernization Contract&nbsp;– Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.</li>  <li>2020 U.S. Navy NOBLE Contract&nbsp;– Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.</li>  <li>2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”)&nbsp;– Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.</li> </ul> <b>What do these Milestones Imply?</b></p><p><blockquote><ul><li>2019 年五角大楼交易--Palantir 获得了一份为期四年、价值 4.4 亿美元的合同，提供一个可以将 “人力资源、供应链和其他陆军作战系统整合到一个仪表盘中 ”的系统。</li><li>2020 年陆军网络现代化合同--Palantir 被陆军未来司令部选中，部署其专为政府和军方使用而设计的 Gotham 平台，用于美国陆军战场网络的现代化改造。根据这一安排，Gotham 将与陆军的 “指挥所计算环境 ”（“CPCE”）系统一起使用，将来自各种战场网络的数据整合为一个网络，创建一个 “通用数据结构”。</li><li>2020 年美国海军贵族合同 – Palantir 去年击败了美国主要国防承包商雷神公司（纽约证券交易所股票代码：RTX），获得了与美国海军的第一份合同。与陆军网络现代化合同类似，价值 8000 万美元的独家来源合同评级将部署哥谭市，将分散在世界各地的美国海军军舰和飞机的数据整合到一个名为 “海军作战商业后勤企业 ”（“NOBLE”）的操作系统中。此次合作的成功也将是海军最终将人工智能整合到其现代化网络中的基础。</li><li>2020 年 “分布式公共地面系统 ”（“DCGS”）升级合同--Palantir 与英国国防和安全承包商 BAE Systems 一起获得了一份价值 8.23 亿美元的 “固定价格 ”合同，以促进 DCGS 系统的建设。根据协议，两家公司将 “争夺建立该系统战略数据平台的订单”，该平台将用于向世界各地的指挥所部署信息和情报。Palantir 周二赢得的最新合同实际上是对现有安排的更新，该公司已被选为 CD-2 项目的唯一数据分析平台提供商。CD-2计划还将用于支持“联合所有领域行动”（“JADC2”）。JADC2 是五角大楼正在实施的一项活动，旨在将美国每个军事机构的传感器连接到一个统一的网络中，这将使用数据和人工智能处理实现快速简化的传感器到射手的连接，Palantir 也是其中的参与合作伙伴。</li></ul><b>这些里程碑意味着什么？</b></blockquote></p><p> Data is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.</p><p><blockquote>数据是使美国外交政策与国家安全目标保持一致的最强有力的纽带。这凸显了为什么理解数据并利用数据来推动决策过程仍然是国防部的首要任务。近年来，这使得他们更加迫切需要重新连接各分支机构数据库的碎片化特征，这也是 Palantir 上文讨论的政府合同中标中的一个共同主题。</blockquote></p><p> The government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.</p><p><blockquote>近年来，该政府机构与 Palantir 的合作日益增多，这证明了 Gotham 在解决美国陆军的难题方面行之有效。这应该会引起长期以来主导该行业的国防承包商的注意。</blockquote></p><p> Palantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.</p><p><blockquote>Palantir 在 2020 年击败雷神公司获得 NOBLE 合同，以及最近击败 BAE Systems 获得 CD-2 合同，标志着国防工业明显出现了拐点。当 Palantir 在 2020 年击败雷神公司时，美国海军称赞 Palantir 是唯一一家能够 “消除该机构传统网络所依赖的冗余、资源密集型和炉管系统 ”的竞标者。周二的合同中标进一步证明了哥谭在支持陆军网络现代化工作方面的能力和有效性，同时也提高了时间和成本效率。Palantir 最近赢得的合同清楚地表明，后者在数据管理和分析方面的技术能力尚未达到满足美国陆军网络现代化需求所需的水平。Palantir 一次又一次地向国防部证明，虽然利用数据是一个复杂的过程，但它拥有技术能力和资源来链接和理解大量信息，而不会影响时间和成本效率。Palantir 最近赢得的合同也预示着国防部将转向加强与软件和创新驱动的技术合作伙伴的合作，以实现其当前 “指挥与控制 ”架构的现代化和增强。这使得 Palantir 比以往任何时候都更接近成为 “美国所有国防项目的中央操作系统 ”的目标。</blockquote></p><p> <b>What Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?</b></p><p><blockquote><b>拜登总统的 2022 财年国防预算对 Palantir 意味着什么？</b></blockquote></p><p></p><p> President Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a&nbsp;slight decrease&nbsp;if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.</p><p><blockquote>拜登总统提出的美国预算国防部在即将到来的财政年度也意味着政府越来越重视创新，这为 Palantir 带来了强劲的推动力。2022 财年的 7060 亿美元预算与 2021 财年预算相比保持相对持平，如果根据通货膨胀进行调整，甚至略有下降。再加上加大对人工智能和高超音速武器等新技术产品投资的目标，很明显，政府希望以更少的支出实现更多的目标。只有加速采用像Palantir提供的创新软件和系统，才能实现这种时间和成本效率。</blockquote></p><p> The Pentagon’s&nbsp;growing acceptance of innovators&nbsp;is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.</p><p><blockquote>五角大楼去年慷慨地为 1600 多家软件即服务初创企业提供了 15 亿美元的直接资金，这进一步证实了五角大楼对创新者的接受度不断提高。还为该行业的早期公司预留了一些每份价值高达 300 万美元的国防合同，这表明该机构正在积极努力打破大型国防承包商历来设置的高准入门槛。这表明来自美国的更大机会市场。国防部正在效仿 Palantir，为可预见的未来的进一步增长奠定了基础。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> With Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.</p><p><blockquote>由于 Palantir 目前的政府收入仅占美国年度国防开支总额的 1/10%，因此仍有很大的市场渗透空间。Palantir 在协助美国各军事机构进行网络现代化工作方面的良好记录，再加上国防部对创新以支持其情报需求的日益增长的需求，进一步支撑了该公司的长期增长前景。Palantir 的政府合同能力目前引领着公司的收入增长，预计这也将鼓励更广泛地采用其软件产品，并带动其商业业务的相关收入。我们相信，Palantir 公司和股票才刚刚开始触及其增长潜力的表面，预计将在未来十年实现显着的上涨空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4458752-palantir-what-does-the-latest-823-million-military-contract-win-imply","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131458105","content_text":"Summary\n\nPalantir's stock has rallied by as much as 14% in pre-market trading after announcing a $823 million contract win with the U.S. Army on Tuesday.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increase its market share of annual U.S. Defense spending, which currently sits at more than $700 billion.\nA look back on Palantir's military contract wins in recent years show how its cutting-edge technological competencies have disrupted one of the most closed-off markets in the world.\nPaired with the Pentagon's increasing demand for innovation to support government intelligence needs, and a Defense budget that favours investments in forward-looking technologies like AI, Palantir is well-positioned for significant upside realization going into the next decade.\n\nAndreas Rentz/Getty Images Entertainment\nPalantir's stock(NYSE:PLTR)rallied by as much as 14% in pre-market trading on Tuesday after announcing a $823 million contract win with the U.S. Army. Palantir has been selected by the U.S. Army’s Program Manager for Intelligence Systems and Analytics to facilitate deployment of the “Capability Drop 2 Program” (“CD-2 program”). The Army Intelligence community will be leveraging Palantir’s Gotham platform to consolidate data from disparate databases, and create a “data fabric and analytics foundation” for the CD-2 program, which will be used to enable data modernization and analytic capabilities required for preparing against future threats to national security.\nThe announcement further bolsters Palantir’s continued efforts in recent years to increasing its market share of annual U.S. defense spending, which currently sits at more than $700 billion. The Silicon Valley start-up turned tech unicorn has time and again put giant military supply companies on notice with notable contract wins in recent years. The giant military suppliers have long-dominated the industry with their “deep connections, [and] decades of experience with government buying processes”. While Palantir’s current revenues generated from government contracts remain a nominal portion of total U.S. annual defense spending, the recent deal represents an inflection point for the military intelligence supply industry, and paves the foundation for greater market penetration in the foreseeable future.\nPalantir’s recent milestone only bolsters our bullish outlook on the stock. We remain confident on a 12-month price target of $28.18, with a longer-term upside realization trajectory that points towards $46.30 as discussed in detail in our previous coverage on the stock.\nPalantir’s History of Key Government Contract Wins\nPalantir’s government business segment continues to dominate its consolidated revenue growth. During the second quarter, Palantir generated government revenues of $232 million, representing year-over-year growth of more than 66%. Much of this revenue growth was achieved through new government contracts, like the $90 million five-year deal inked with the National Nuclear Security Administration earlier this year, in addition to many other existing long-term arrangements like the following:\n\n2019 Pentagon Deal – Palantir was awarded a four-year contract valued at $440 million to provide a system that can link “human resources, supply chains and other Army operations systems into a single dashboard”.\n2020 Army Network Modernization Contract – Palantir was selected by the Army Futures Command to deploy its Gotham platform, designed for government and military use, in modernizing the U.S. Army’s battlefield network. Under the arrangement, Gotham will be used with the Army’s “Command Post Computing Environment” (“CPCE”) system to consolidate data from various battlefield networks into one, creating a “Common Data Fabric”.\n2020 U.S. Navy NOBLE Contract – Palantir beat a major U.S. defense contractor, Raytheon(NYSE:RTX), in securing its first contract with the U.S. Navy last year. Similar to the Army Network Modernization Contract, the $80 million sole-source contract calls for the deployment of Gotham to consolidate data on the U.S. Navy’s warships and aircrafts scattered around the world into one operating system called the “Naval Operational Business Logistics Enterprise” (“NOBLE”). The success of this collaboration will also be fundamental to the Navy’s ultimate integration of AI into its modernized network.\n2020 Contract for upgrading the “Distributed Common Ground System” (“DCGS”) – Palantir, along with British defense and security contractor BAE Systems, was awarded an $823 million “firm-fixed-price” contract to facilitate the build out of the DCGS system. Under the arrangement, both companies will “compete for orders to build out the strategic data platform for the system”, which will be used for deploying information and intelligence to command posts around the world. Palantir’s most recent contract win on Tuesday was actually an update to the existing arrangement, where it has been selected as the sole data analytics platform provider for the CD-2 program. The CD-2 program will also be used to support the “Joint All Domain Operations” (“JADC2”). JADC2 is an ongoing campaign implemented by the Pentagon to connect sensors from every U.S. military agency into one consolidated network, which will enable a quick and streamlined sensor-to-shooter connection using data and AI processing in which Palantir is also a participating partner in.\n\nWhat do these Milestones Imply?\nData is the strongest link in aligning U.S. foreign policy with the country’s national security goals. This underscores why making sense of data, and using it to drive decision-making processes remains a top priority for the Defense Department. And this has increased their urgency in recent years to reconnect the fragmented nature of databases set up across their sub-departments, a common theme in Palantir’s government contract wins discussed above.\nThe government agency’s increasing collaboration with Palantir in recent years is a testament to Gotham’s proven effectiveness in addressing the U.S. Army’s headache with their disparate data sources. And this should put defense contractors, which have long dominated the industry, on notice.\nPalantir’s win over Raytheon for the NOBLE contract in 2020, and recent win over BAE Systems for the CD-2 contract marks a clear inflection point for the defense industry. When Palantir beat Raytheon in 2020, the U.S. Navy commended Palantir for being the only bidder that was able to “eliminate the redundant, resource-intensive, and stove-piped systems” that the agency’s legacy network had relied on. And Tuesday’s contract win further proves Gotham’s competency and effectiveness in supporting the army’s network modernization efforts, while also enabling time and cost-efficiencies. Palantir’s recent contract wins over the tight-knitted group of defense contractors that have historically dominated the industry is a clear sign that the latter’s technological competency in data management and analytics is just not where it needs to be yet in order to satisfy the U.S. Army’s network modernization needs. Time and again, Palantir has proven to the Defense Department that while taking advantage of data is a complex process, it has the technological capacity and resources to link and make sense of the vast troves of information without compromising on time- and cost-efficiencies. Palantir’s recent contract wins also foreshadow the Defense Department’s pivot towards increasing collaborations with software and innovation-driven technology partners to modernize and enhance their current “command and control” architecture. And this puts Palantir closer to their goal of becoming the “central operating system for all U.S. defense programs” than ever before.\nWhat Does President Biden’s Fiscal 2022 Defense Budget Mean for Palantir?\nPresident Biden’s proposed budget for the U.S. Department of Defense in the coming fiscal year also implies the government’s increasing preference for innovation, which makes strong tailwinds for Palantir. The $706 billion budgeted for fiscal 2022 remains relatively flat from the fiscal 2021 budget, and even reflects a slight decrease if adjusted for inflation. Coupled with a goal to invest more heavily in new technologies products like AI and hypersonic weapons, it is clear the government is looking to achieve more while spending less. And only the accelerated adoption of innovative software and systems like those provided by Palantir can enable that kind of time- and cost-efficiencies.\nThe Pentagon’s growing acceptance of innovators is further corroborated by their generosity in supporting more than 1,600 software-as-a-service start-ups last year with $1.5 billion in direct funding. A number of defense contracts valued at up to $3 million each have also been set aside for early-stage companies within the sector, indicating the agency’s active efforts in breaking the high barriers of entry that the giant defense contractors have historically built. This signals that a greater market of opportunities from the U.S. Department of Defense is coming Palantir’s way, underpinning additional growth in the foreseeable future.\nConclusion\nWith Palantir’s current government revenues representing only 1/10thof a percent of total U.S. annual defense spending, there is still significant headroom for market penetration. And Palantir’s track record in assisting the network modernization efforts across various U.S. military agencies, paired with the Defense Department’s increasing demand for innovation to support their intelligence needs further bolsters the company’s long-term growth outlook. Palantir’s government contract capabilities, which currently leads the company’s revenue growth, is also expected to encourage broader adoption of its software offerings and drive adjacent revenues to its commercial business. We believe Palantir, both the company and the stock, is only starting to scratch the surface of its growth potential, and is slated for significant upside realization going into the next decade.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820492961,"gmtCreate":1633411693273,"gmtModify":1633411693869,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575639261045142","authorIdStr":"3575639261045142"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/820492961","repostId":"1118300110","repostType":4,"repost":{"id":"1118300110","kind":"news","pubTimestamp":1633395826,"share":"https://www.laohunote.com/m/news/1118300110?lang=zh_CN&edition=full","pubTime":"2021-10-05 09:03","market":"us","language":"en","title":"3 reasons why airline stocks are screaming buys<blockquote>航空股大卖的 3 个原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118300110","media":"Yahoo Finance","summary":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, arg","content":"<p><div> The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker. Shanker cites three reasons for his bullish call. First, ...</p><p><blockquote><div>摩根士丹利分析师拉维·尚克尔 (Ravi Shanker) 表示，新冠肺炎 (COVID-19) 大流行继续对航空业造成严重破坏，但现在是购买的时机。尚克列举了他看涨看涨期权的三个原因。首先，...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_sg","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>3 reasons why airline stocks are screaming buys<blockquote>航空股大卖的 3 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\">\n3 reasons why airline stocks are screaming buys<blockquote>航空股大卖的 3 个原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-10-05 09:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker. Shanker cites three reasons for his bullish call. First, ...</p><p><blockquote><div>摩根士丹利分析师拉维·尚克尔 (Ravi Shanker) 表示，新冠肺炎 (COVID-19) 大流行继续对航空业造成严重破坏，但现在是购买的时机。尚克列举了他看涨看涨期权的三个原因。首先，...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html\">Yahoo Finance</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":{"AAL":"美国航空","DAL":"达美航空","LUV":"西南航空"},"source_url":"https://finance.yahoo.com/news/3-reasons-why-airline-stocks-are-screaming-buys-analyst-172225207.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118300110","content_text":"The COVID-19 pandemic continues to wreak havoc on the airline space, but the time to buy is now, argues Morgan Stanley analyst Ravi Shanker.\nShanker cites three reasons for his bullish call.\nFirst, the sector could see positive news flow into year-end as vaccinations continue for COVID-19 and international travel restrictions are lifted. To that end, the Biden administration said recently it would lift restrictions for fully vaccinated travelers to enter the U.S.starting in November.\nSecondarily, Shanker believes the bad news for the sector on the COVID front peaked in the third quarter. That suggests an improving runway for airline sector margins, according to Shanker's research.\nAnd lastly, Shanker thinks December analyst days for the airline sector will be \"very bullish\" with respect to 2022 and 2023 financial targets.\nTo be sure, airline stocks have begun to lift off over the last few weeks as investors begin to price in brighter skies in 2022. Analysts such as Shanker point to news of Merck's potential new COVID-19 pill as being particularly friendly to airline stocks of late.\nShares of SouthWest Airlines, Delta Air Lines , American Airlines and United Airlines have all gainedmore than 10% in the past month, perYahoo Finance Plus data. Spirit Airlines and JetBlue Airways have tacked on 9.8% and 9.3% during that same stretch.\nMeanwhile, The NYSE Arca Airline Index is up 8% in the the last month.\nNot every analyst is on board with Shanker's upbeat view on the sector, however. Some such as BofA's Andrew Didora advise a more disciplined approach to playing the airline recovery.\n\"While near term demand and cost pressures lower our 2H21E EPS for the industry, in our view, the overall trajectory of the recovery remains unchanged. We remain more cautious on corporate and continue to favor Southwest/Alaska Air given their strong balance sheets, and leisure oriented carriers such as Allegiant given little competition on its routes,\" said Didora in a note to clients.","news_type":1,"symbols_score_info":{"AAL":0.9,"DAL":0.9,"LUV":0.9}},"isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867989156,"gmtCreate":1633186246777,"gmtModify":1633186247400,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575639261045142","authorIdStr":"3575639261045142"},"themes":[],"title":"","htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867989156","repostId":"1134305481","repostType":4,"repost":{"id":"1134305481","kind":"news","pubTimestamp":1633152909,"share":"https://www.laohunote.com/m/news/1134305481?lang=zh_CN&edition=full","pubTime":"2021-10-02 13:35","market":"hk","language":"en","title":"3 Stocks That Can Double Again in the Fourth Quarter<blockquote>3只股票第四季度可能再次翻倍</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134305481","media":"The motley fool","summary":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this mo","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>Crocs has jacked up its guidance every quarter this year. It reports again later this month.</li>  <li>AMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.</li>  <li>Upstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.</li> </ul> </p><p><blockquote><ul><li>Crocs 今年每个季度都上调了指引。它将于本月晚些时候再次报道。</li><li>AMC 必须从这里开始翻倍才能重返 6 月份的高点。查看即将到来的影院上映名单，了解为什么电影院会变得更好。</li><li>Upstart 正在彻底改变消费贷款中确定信用度的方式，并且一路嘲笑银行。</li></ul></blockquote></p><p> It's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?</p><p><blockquote>对于股市来说，这是动荡的一年，但自然有些投资比其他投资表现更好。2021 年，超过 300 只股票的股价上涨了一倍多。如果许多获胜的投资能够在今年的最后三个月保持这些收益，他们将是幸运的，但那些有可能再次翻倍的名字呢？</blockquote></p><p> <b>Crocs</b>&nbsp;(NASDAQ:CROX),<b>AMC Entertainment</b>(NYSE:AMC), and<b>Upstart</b>&nbsp;(NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.</p><p><blockquote><b>洞洞鞋</b>（纳斯达克股票代码：CROX）<b>AMC院线</b>（纽约证券交易所代码：AMC），以及<b>暴发户</b>（纳斯达克股票代码：UPST）2021 年前 9 个月的价值增长了一倍多。让我们看看为什么他们有能力在第四季度重复这一壮举。</blockquote></p><p> 1. Crocs</p><p><blockquote>1. 洞洞鞋</blockquote></p><p> Remember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.</p><p><blockquote>还记得那些有洞的明亮橡胶鞋吗？他们又回来了。自疫情爆发以来，Crocs 的销量一直在蓬勃发展，2021 年前 9 个月，该股也随之上涨了 129%。</blockquote></p><p> The comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.</p><p><blockquote>在 COVID-19 危机之前，舒适的树脂鞋已经卷土重来，2019 年实现了两位数的收入增长，然后在 2020 年再次实现这一壮举。2021年，动力才是真正让Crocs更上一层楼的原因。</blockquote></p><p> The year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?</p><p><blockquote>今年年初，这家鞋类制造商在 2 月份预计全年营收增长 20% 至 25%。接下来的一个季度，指引上调至 40% 至 50% 之间。今年夏天，这种情况再次发生，Crocs 现在的目标是 2021 年全年收入增长 60% 至 65%。您认为如果在本月晚些时候公布第三季度业绩时这些目标被推得更高，会发生什么？</blockquote></p><p> Despite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.</p><p><blockquote>尽管该股自 2019 年初以来已上涨近六倍，但考虑到其加速增长，Crocs 的定价还是合理的。该公司的交易价格是今年市盈率的 21 倍，而明年目标仅为 17 倍。显然还有增加这些倍数的空间，华尔街终于对 Crocs 作为一项投资感到满意，就像其客户对 Crocs 的看法一样。</blockquote></p><p> 2. AMC Entertainment</p><p><blockquote>2.AMC院线</blockquote></p><p> You may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.</p><p><blockquote>你可能会惊讶地发现这个国家领先的多厅影院运营商出现在这个名单上，但情节转折是电影如此出色的原因。AMC院线确实已经升值——无论是股价还是流通股的五倍爆炸式增长——到了其估值相对于同行来说已经失控的地步。如果你想对电影院行业的复苏进行纯粹的投资，你会发现价格更具吸引力的股票。</blockquote></p><p> However, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?</p><p><blockquote>然而，作为 ameme 股票和文化现象，很难反驳 AMC 在复苏过程中将其在散户投资者中的受欢迎程度转化为合法的市场份额抢占所做的事情。今年没有一家公司的市值像 AMC 那样膨胀，但这也是一只进入第四季度的股票，其股价仅为 6 月份峰值时的一半多一点。简而言之，它必须从这里翻倍才能重新创下历史高点——但对于 2021 年动量股票的海报儿童来说，这不总是可能的吗？</blockquote></p><p> Fundamentally speaking, the catalysts are also there.<i>Shang-Chi and the Legend of the Ten Rings</i>shattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.</p><p><blockquote>从根本上说，催化剂也在那里。<i>尚气与十环传说</i>劳动节周末打破了票房记录，但当随后的周末表现糟糕时，最初的兴奋就消失了。然而，这都是关于管道的。当德尔塔变异毒株导致新冠肺炎病例激增时，电影公司将9月份的上映推迟到10月份及以后。我们现在看到备受期待的电影开始回归，从下周末的新詹姆斯·邦德电影开始。第四季度对该行业来说应该比反对者想象的要强劲得多，如果 AMC 股价回到 6 月初的水平（这次基本上是盈利的），它将不得不从这里翻一番。</blockquote></p><p> 3. Upstart</p><p><blockquote>3. 新贵</blockquote></p><p> I love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.</p><p><blockquote>我喜欢颠覆时机成熟的行业被颠覆，这就是 Upstart 对贷款行业所做的事情。Upstart 使用人工智能和机器学习来更好地评级，为那些通常无法获得消费贷款批准的人评估风险状况和信用度。</blockquote></p><p> Growth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.</p><p><blockquote>增长是疯狂的。收入似乎急剧放缓，过去三年增长速度分别放缓了 89%、52% 和 27%。现在，消费者开始意识到Upstart是发薪日贷款和其他掠夺性贷款产品的更好替代品，业务正在飙升。第一季度收入增长 90%，但在最新报告中却猛增 1,018%。不，那不是错别字。</blockquote></p><p></p><p> With Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.</p><p><blockquote>随着Upstart现在扩展到汽车贷款市场，其更好的替代乏味信用评分的潜力才刚刚开始。2021 年前三个季度，该股上涨了七袋，但这架颠覆性喷气式飞机的跑道还很长。</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>3 Stocks That Can Double Again in the Fourth Quarter<blockquote>3只股票第四季度可能再次翻倍</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\">\n3 Stocks That Can Double Again in the Fourth Quarter<blockquote>3只股票第四季度可能再次翻倍</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-10-02 13:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>Crocs has jacked up its guidance every quarter this year. It reports again later this month.</li>  <li>AMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.</li>  <li>Upstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.</li> </ul> </p><p><blockquote><ul><li>Crocs 今年每个季度都上调了指引。它将于本月晚些时候再次报道。</li><li>AMC 必须从这里开始翻倍才能重返 6 月份的高点。查看即将到来的影院上映名单，了解为什么电影院会变得更好。</li><li>Upstart 正在彻底改变消费贷款中确定信用度的方式，并且一路嘲笑银行。</li></ul></blockquote></p><p> It's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?</p><p><blockquote>对于股市来说，这是动荡的一年，但自然有些投资比其他投资表现更好。2021 年，超过 300 只股票的股价上涨了一倍多。如果许多获胜的投资能够在今年的最后三个月保持这些收益，他们将是幸运的，但那些有可能再次翻倍的名字呢？</blockquote></p><p> <b>Crocs</b>&nbsp;(NASDAQ:CROX),<b>AMC Entertainment</b>(NYSE:AMC), and<b>Upstart</b>&nbsp;(NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.</p><p><blockquote><b>洞洞鞋</b>（纳斯达克股票代码：CROX）<b>AMC院线</b>（纽约证券交易所代码：AMC），以及<b>暴发户</b>（纳斯达克股票代码：UPST）2021 年前 9 个月的价值增长了一倍多。让我们看看为什么他们有能力在第四季度重复这一壮举。</blockquote></p><p> 1. Crocs</p><p><blockquote>1. 洞洞鞋</blockquote></p><p> Remember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.</p><p><blockquote>还记得那些有洞的明亮橡胶鞋吗？他们又回来了。自疫情爆发以来，Crocs 的销量一直在蓬勃发展，2021 年前 9 个月，该股也随之上涨了 129%。</blockquote></p><p> The comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.</p><p><blockquote>在 COVID-19 危机之前，舒适的树脂鞋已经卷土重来，2019 年实现了两位数的收入增长，然后在 2020 年再次实现这一壮举。2021年，动力才是真正让Crocs更上一层楼的原因。</blockquote></p><p> The year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?</p><p><blockquote>今年年初，这家鞋类制造商在 2 月份预计全年营收增长 20% 至 25%。接下来的一个季度，指引上调至 40% 至 50% 之间。今年夏天，这种情况再次发生，Crocs 现在的目标是 2021 年全年收入增长 60% 至 65%。您认为如果在本月晚些时候公布第三季度业绩时这些目标被推得更高，会发生什么？</blockquote></p><p> Despite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.</p><p><blockquote>尽管该股自 2019 年初以来已上涨近六倍，但考虑到其加速增长，Crocs 的定价还是合理的。该公司的交易价格是今年市盈率的 21 倍，而明年目标仅为 17 倍。显然还有增加这些倍数的空间，华尔街终于对 Crocs 作为一项投资感到满意，就像其客户对 Crocs 的看法一样。</blockquote></p><p> 2. AMC Entertainment</p><p><blockquote>2.AMC院线</blockquote></p><p> You may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.</p><p><blockquote>你可能会惊讶地发现这个国家领先的多厅影院运营商出现在这个名单上，但情节转折是电影如此出色的原因。AMC院线确实已经升值——无论是股价还是流通股的五倍爆炸式增长——到了其估值相对于同行来说已经失控的地步。如果你想对电影院行业的复苏进行纯粹的投资，你会发现价格更具吸引力的股票。</blockquote></p><p> However, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?</p><p><blockquote>然而，作为 ameme 股票和文化现象，很难反驳 AMC 在复苏过程中将其在散户投资者中的受欢迎程度转化为合法的市场份额抢占所做的事情。今年没有一家公司的市值像 AMC 那样膨胀，但这也是一只进入第四季度的股票，其股价仅为 6 月份峰值时的一半多一点。简而言之，它必须从这里翻倍才能重新创下历史高点——但对于 2021 年动量股票的海报儿童来说，这不总是可能的吗？</blockquote></p><p> Fundamentally speaking, the catalysts are also there.<i>Shang-Chi and the Legend of the Ten Rings</i>shattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.</p><p><blockquote>从根本上说，催化剂也在那里。<i>尚气与十环传说</i>劳动节周末打破了票房记录，但当随后的周末表现糟糕时，最初的兴奋就消失了。然而，这都是关于管道的。当德尔塔变异毒株导致新冠肺炎病例激增时，电影公司将9月份的上映推迟到10月份及以后。我们现在看到备受期待的电影开始回归，从下周末的新詹姆斯·邦德电影开始。第四季度对该行业来说应该比反对者想象的要强劲得多，如果 AMC 股价回到 6 月初的水平（这次基本上是盈利的），它将不得不从这里翻一番。</blockquote></p><p> 3. Upstart</p><p><blockquote>3. 新贵</blockquote></p><p> I love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.</p><p><blockquote>我喜欢颠覆时机成熟的行业被颠覆，这就是 Upstart 对贷款行业所做的事情。Upstart 使用人工智能和机器学习来更好地评级，为那些通常无法获得消费贷款批准的人评估风险状况和信用度。</blockquote></p><p> Growth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.</p><p><blockquote>增长是疯狂的。收入似乎急剧放缓，过去三年增长速度分别放缓了 89%、52% 和 27%。现在，消费者开始意识到Upstart是发薪日贷款和其他掠夺性贷款产品的更好替代品，业务正在飙升。第一季度收入增长 90%，但在最新报告中却猛增 1,018%。不，那不是错别字。</blockquote></p><p></p><p> With Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.</p><p><blockquote>随着Upstart现在扩展到汽车贷款市场，其更好的替代乏味信用评分的潜力才刚刚开始。2021 年前三个季度，该股上涨了七袋，但这架颠覆性喷气式飞机的跑道还很长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/\">The 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":{"UPST":"Upstart Holdings, Inc.","CROX":"卡骆驰","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/10/01/3-stocks-that-can-double-again-in-the-fourth-quart/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134305481","content_text":"Key Points\n\nCrocs has jacked up its guidance every quarter this year. It reports again later this month.\nAMC would have to double from here to revisit its June highs. Check the upcoming theatrical release slate to know why movie theaters are about to get a whole lot better.\nUpstart is revolutionizing the way creditworthiness is determined in consumer loans, and it's laughing all the way to the bank.\n\n\nIt's been a volatile year for stocks, but naturally some investments have fared better than others. Over 300 stocks have more than doubled in 2021. Many of those winning investments will be lucky if they can hold those gains through the final three months of the year, but what about the names that have the potential to double again?\nCrocs (NASDAQ:CROX),AMC Entertainment(NYSE:AMC), andUpstart (NASDAQ:UPST)have more than doubled in value through the first nine months of 2021. Let's see why they have what it takes to possibly repeat the feat in the fourth quarter.\n1. Crocs\nRemember those bright rubbery shoes with holes in them? They're back in a big way. Crocs sales are booming since the pandemic began, and the stock is following suit with a 129% increase through the first nine months of 2021.\nThe comfortable resin shoes were already making a comeback before the COVID-19 crisis with double-digit revenue growth in 2019 before repeating the feat in 2020. Momentum is what's really taking Crocs to a higher level in 2021.\nThe year began with the footwear maker projecting 20%-to-25% top-line growth for the entire year back in February. Guidance was bumped higher -- to between 40% and 50% growth -- the following quarter. It happened again this summer, with Crocs now targeting a 60%-to-65% surge in revenue for all of 2021. What do you think will happen if those targets get pushed even higher when it reports third-quarter results later this month?\nDespite a stock that has popped nearly sixfold since the start of 2019, Crocs is reasonably priced given its accelerating growth. It's trading at 21 times this year's earnings and just 17 times next year's target. There's clearly room to increase those multiples, and Wall Street's finally as comfortable with Crocs as an investment as its customers are in its shoes.\n2. AMC Entertainment\nYou may be surprised to find the country's leading multiplex operator on this list, but plot twists are what make movies so good. It's certainly true that AMC Entertainment has appreciated -- in terms of both stock price and a fivefold explosion in shares outstanding -- to the point where its valuation is out of whack relative to its peers'. If you want a pure investing play on the movie theater industry's recovery, you will find more attractively priced stocks toscratchthatitch.\nHowever, as ameme stockand cultural phenomenon it's hard to argue against what AMC has done to translate its popularity among retail investors into a legitimate market share grab in the recovery process. No company has seen its market cap inflate as much as AMC has this year, but this is also a stock that enters the fourth quarter with a stock price that is a little more than half of what it was when it peaked in June. In short, it would have to double from here to revisit its all-time high -- but isn't that always possible with the poster child for 2021 momentum stocks?\nFundamentally speaking, the catalysts are also there.Shang-Chi and the Legend of the Ten Ringsshattered box office records over Labor Day weekend, but the initial excitement fizzled out when subsequent weekends were abysmal. However, it's all about the pipeline. Studios pushed out September releases into October and beyond when the delta variant resulted in a spike in COVID-19 cases. We're now seeing the highly anticipated films start to come back, starting with the new James Bond movie next weekend. The fourth quarter should be a lot stronger for the industry than the naysayers think, and if AMC stock gets back to where it was in early June -- fundamentally earned this time -- it will have to double from here.\n3. Upstart\nI love when industries ripe for disruption get upended, and that's what Upstart is doing with the lending industry. Upstart usesartificial intelligenceand machine learning to make better calls on assessing risk profiles and creditworthiness for folks who don't typically get approved for consumer loans.\nGrowth is bonkers. Revenue seemed to be decelerating sharply, with slowing growth spurts of 89%, 52%, and 27% in the last three years respectively. Now that consumers are becoming aware of Upstart as a better alternative to payday loans and other predatory lending products, business is skyrocketing. Revenue rose 90% in the first quarter, only to surge 1,018% in its latest report. And no, that's not a typo.\nWith Upstart now expanding into the auto loans market, the potential for its better alternative to stodgy credit scores is just getting started. The stock has been a seven-bagger through the first three quarters of 2021, but the runway is long for this disruptive jet.","news_type":1,"symbols_score_info":{"AMC":0.9,"UPST":0.9,"CROX":0.9}},"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863978386,"gmtCreate":1632355912945,"gmtModify":1632801007626,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575639261045142","authorIdStr":"3575639261045142"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863978386","repostId":"2169650271","repostType":4,"isVote":1,"tweetType":1,"viewCount":3355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884802169,"gmtCreate":1631874552551,"gmtModify":1632805665246,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575639261045142","authorIdStr":"3575639261045142"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884802169","repostId":"2168529607","repostType":4,"isVote":1,"tweetType":1,"viewCount":2615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882579871,"gmtCreate":1631712200793,"gmtModify":1631890575225,"author":{"id":"3575639261045142","authorId":"3575639261045142","name":"6b05a50","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575639261045142","authorIdStr":"3575639261045142"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/882579871","repostId":"1112301233","repostType":4,"repost":{"id":"1112301233","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":1631707868,"share":"https://www.laohunote.com/m/news/1112301233?lang=zh_CN&edition=full","pubTime":"2021-09-15 20:11","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112301233","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut t","content":"<p>U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut to monetary stimulus, even though a slowing economic recovery and uncertainty over higher corporate taxes weighed on sentiment.</p><p><blockquote>美国股指期货周三小幅走高，因对货币刺激措施提前削减的担忧有所缓解，尽管经济复苏放缓和企业税上调的不确定性打压了市场情绪。</blockquote></p><p> U.S. S&amp;P 500 E-minis were up 4.25 points, or 0.1% at 08:00 am ET. Dow E-minis were up 10 points, while Nasdaq 100 E-minis were up 21.75 points, or 0.14%.</p><p><blockquote>截至美国东部时间上午 08:00，美国标普500 e-mini 上涨 4.25 点，即 0.1%。道琼斯电子迷你指数上涨 10 点，纳斯达克 100 电子迷你指数上涨 21.75 点，涨幅 0.14%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42cc0404895138a163950b81a2d5277c\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc&nbsp;rose around 0.2% in premarket trading, after tumbling 1% in the last session on a somewhat lukewarm response to the unveiling of its Phone 13 and a new iPad mini.</p><p><blockquote>苹果在盘前交易中上涨约 0.2%，此前在上一交易日暴跌 1%，原因是对其 Phone 13 和新款 iPad mini 的发布反应有些冷淡。</blockquote></p><p> Investors will parse data on U.S. industrial production at 9:15 a.m. for clues about the&nbsp;state of the economic recovery. Economists forecast that output rose in August.</p><p><blockquote>投资者将在上午9点15分分析美国工业生产数据，以寻找有关经济复苏状况的线索。经济学家预测8月份产出将上升。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>Microsoft(MSFT)</b> – Microsoft announced an 11% dividend hike, raising its quarterly payout to 62 cents per share from 56 cents, as well as announcing a $60 billion stock buyback program. Microsoft added 1.3% in the premarket.</p><p><blockquote><b>微软（MSFT）</b>– 微软宣布将股息提高 11%，将季度派息从每股 56 美分提高到 62 美分，并宣布了一项 600 亿美元的股票回购计划。微软盘前上涨 1.3%。</blockquote></p><p> <b>Weber(WEBR)</b> – The grill maker’s stock jumped 2% in the premarket, following its first quarterly report since going public in August. Weber’s sales rose 19% from a year earlier, and the company projected full-year sales largely above current Wall Street forecasts.</p><p><blockquote><b>韦伯</b>- 这家烧烤制造商的股价在盘前大涨 2%，这是该公司自 8 月份上市以来的首份季度报告。韦伯的销售额同比增长了 19%，该公司预计全年销售额将大大高于华尔街目前的预测。</blockquote></p><p> <b>Wynn Resorts(WYNN),Las Vegas Sands(LVS)</b> – Macau-related casino stocks tumbled in premarket trading as regulators begin a 45-day period of considering tighter regulations on Macau’s gaming industry. Officials say they want “sustained and healthy development” in the world’s biggest gambling hub, but investors are worried over the impact of potential changes. Wynn fell 5.3% in the premarket while Las Vegas Sands slid 4.8%.</p><p><blockquote><b>永利度假村 (WYNN)、拉斯维加斯金沙 (LVS)</b>- 随着监管机构开始为期 45 天的考虑对澳门博彩业实施更严格监管，与澳门相关的赌场股票在盘前交易中暴跌。官员们表示，他们希望这个世界上最大的赌博中心 “持续健康发展”，但投资者担心潜在变化的影响。永利盘前下跌 5.3%，拉斯维加斯金沙集团下跌 4.8%。</blockquote></p><p> <b>Nikola(NKLA)&nbsp;–&nbsp;</b>IVECO and Nikola inaugurated joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.Nikola shares jumped 3.6% in premarket trading.</p><p><blockquote><b>尼古拉（NKLA） –</b>依维柯和尼古拉在德国乌尔姆开设了电动重型卡车合资制造工厂。尼古拉股价在盘前交易中上涨3.6%。</blockquote></p><p> <b>GreenSky(GSKY)</b>&nbsp;<b>–</b>&nbsp;Goldman Sachs Group&nbsp;Inc.&nbsp;is buying specialty lender&nbsp;GreenSky&nbsp;Inc.&nbsp;for $2.2 billion, striking a deal it hopes will further its reinvention from Wall Street powerhouse to Main Street player.GreenSky stock Popped 45% in premarket trading.</p><p><blockquote><b>格林斯基（GSKY）</b> <b>–</b>高盛集团 (Goldman Sachs Group Inc.) 将以 22 亿美元收购专业贷款机构 GreenSky Inc.，希望这笔交易能够进一步推动其从华尔街巨头转型为主街巨头。 GreenSky 股价在盘前交易中上涨 45%。</blockquote></p><p> <b>Canadian National Railway(CNI)</b> – Canadian National will not improve its offer to buy&nbsp;Kansas City Southern(KSU), according to people familiar with the situation who spoke to CNBC’s David Faber. That would clear the way for&nbsp;Canadian Pacific Railway(CP) to buy Kansas City Southern, after Kansas City Southern’s board declared Canadian Pacific’s latest offer as “superior.”</p><p><blockquote><b>加拿大国家铁路（CNI）</b>- 据熟悉内情的人士在接受 CNBC 记者大卫-费伯（David Faber）采访时透露，加拿大国民航空不会提高收购堪萨斯城南方航空（KSU）的报价。这将为加拿大太平洋铁路公司（CP）收购堪萨斯城南方公司扫清道路，此前堪萨斯城南方公司董事会宣布加拿大太平洋铁路公司的最新报价为 “优越 ”。</blockquote></p><p> <b>Regeneron Pharmaceuticals(REGN)</b> – The drugmaker announced that the U.S. government would buy an additional 1.4 million doses of Regeneron’s Covid-19 antibody cocktail. That will bring the total number of doses purchased by the government to nearly 3 million. Regeneron rose 2.7% in premarket trading.</p><p><blockquote><b>再生元制药（雨）</b>- 该制药商宣布，美国政府将额外购买 140 万剂 Regeneron 的 Covid-19 抗体鸡尾酒。这将使政府购买的剂量总数接近300万剂。再生元在盘前交易中上涨 2.7%。</blockquote></p><p> <b>Yum China(YUMC) </b>– Yum China warned that the spread of the Covid-19 delta variant would result in a 50% to 60% hit to its third-quarter profit. The restaurant operator said it had to close or limit service at more than 500 restaurants in August due to the delta variant outbreak in China. Yum China shares tumbled 4.5% in premarket action.</p><p><blockquote><b>百胜中国(YUMC)</b>– 百胜中国警告称，Covid-19 德尔塔变异毒株的传播将导致其第三季度利润受到 50% 至 60% 的打击。这家餐厅运营商表示，由于中国爆发德尔塔变异毒株疫情，8月份不得不关闭或限制500多家餐厅的服务。百胜中国股价在盘前交易中下跌 4.5%。</blockquote></p><p> <b>Citrix Systems(CTXS) </b>– Citrix is working with advisers to consider a possible sale of the company, according to people familiar with the matter who spoke to Bloomberg. The maker of workplace software will gauge potential interest in the company over the next few weeks and could decide to remain independent. Citrix rallied 5% in the premarket.</p><p><blockquote><b>思杰系统(CTXS)</b>– 据接受彭博社采访的知情人士透露，思杰正在与顾问合作，考虑出售该公司的可能性。这家工作场所软件制造商将在未来几周内评估人们对该公司的潜在兴趣，并可能决定保持独立。Citrix 盘前上涨 5%。</blockquote></p><p> <b>Crocs(CROX) </b>– Crocs added 1.1% in premarket trading following Tuesday’s 8.5% gain. That came after the shoe maker’s Investor Day where it projected better-than-expected full-year revenue and announced an accelerated share repurchase program.</p><p><blockquote><b>洞洞鞋</b>- 继周二上涨 8.5% 之后，Crocs 在盘前交易中上涨了 1.1%。在此之前，这家制鞋商在投资者日上预计全年收入将好于预期，并宣布了一项加速股票回购计划。</blockquote></p><p> <b>Skillsoft(SKIL) </b>– The provider of corporate digital learning programs jumped 4.5% in the premarket after reporting better-than-expected revenue and bookings for its latest quarter as well as raising its full-year guidance.</p><p><blockquote><b>技能软件（技能）</b>– 这家企业数字学习项目提供商在公布最新季度收入和预订量好于预期并上调全年指引后，盘前股价上涨 4.5%。</blockquote></p><p> <b>Just Eat Takeaway(GRUB) </b>– The food delivery service’s stock slid 3.2% in premarket trading after&nbsp;Amazon(AMZN) and&nbsp;Deliveroo&nbsp;announced a partnership that will offer free food delivery in the U.K. to Amazon Prime members.</p><p><blockquote><b>就吃外卖（GRUB）</b>- 亚马逊（AMZN）和户户送宣布合作，将在英国为亚马逊 Prime 会员提供免费送餐服务后，这家食品配送服务的股价在盘前交易中下跌了 3.2%。</blockquote></p><p> <b>Sage Therapeutics(SAGE)</b> – The drug maker’s shares rallied 3.3% in the premarket after the FDA granted fast-track status to the company’s experimental treatment for Huntington’s disease. Sage expects to start a phase 2 trial for the treatment before the end of 2021.</p><p><blockquote><b>Sage Therapeutics（SAGE）</b>- 在美国食品和药物管理局（FDA）授予该公司治疗亨廷顿舞蹈症的实验性疗法快速通道资格后，该制药商的股价在盘前上涨了 3.3%。Sage 预计将在 2021 年底前开始该疗法的 2 期试验。</blockquote></p><p></p><p> <b>SoFi Technologies(SOFI) </b>– The fintech company’s stock added 3% in premarket action after Mizuho began coverage with a “buy” rating and a $28 price target compared with Tuesday’s close of $14.50. Mizuho said SoFi is becoming a “full-fledged, super-app neo-bank” with next-generation capabilities.</p><p><blockquote><b>索菲科技（SOFI）</b>- 瑞穗开始给予 “买入 ”评级，目标价为 28 美元，而周二收盘价为 14.50 美元，该金融科技公司的股价在盘前上涨了 3%。瑞穗表示，SoFi 正在成为一家拥有下一代功能的 “成熟的超级应用新银行”。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-15 20:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut to monetary stimulus, even though a slowing economic recovery and uncertainty over higher corporate taxes weighed on sentiment.</p><p><blockquote>美国股指期货周三小幅走高，因对货币刺激措施提前削减的担忧有所缓解，尽管经济复苏放缓和企业税上调的不确定性打压了市场情绪。</blockquote></p><p> U.S. S&amp;P 500 E-minis were up 4.25 points, or 0.1% at 08:00 am ET. Dow E-minis were up 10 points, while Nasdaq 100 E-minis were up 21.75 points, or 0.14%.</p><p><blockquote>截至美国东部时间上午 08:00，美国标普500 e-mini 上涨 4.25 点，即 0.1%。道琼斯电子迷你指数上涨 10 点，纳斯达克 100 电子迷你指数上涨 21.75 点，涨幅 0.14%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/42cc0404895138a163950b81a2d5277c\" tg-width=\"1080\" tg-height=\"357\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Apple Inc&nbsp;rose around 0.2% in premarket trading, after tumbling 1% in the last session on a somewhat lukewarm response to the unveiling of its Phone 13 and a new iPad mini.</p><p><blockquote>苹果在盘前交易中上涨约 0.2%，此前在上一交易日暴跌 1%，原因是对其 Phone 13 和新款 iPad mini 的发布反应有些冷淡。</blockquote></p><p> Investors will parse data on U.S. industrial production at 9:15 a.m. for clues about the&nbsp;state of the economic recovery. Economists forecast that output rose in August.</p><p><blockquote>投资者将在上午9点15分分析美国工业生产数据，以寻找有关经济复苏状况的线索。经济学家预测8月份产出将上升。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票：</b></blockquote></p><p> <b>Microsoft(MSFT)</b> – Microsoft announced an 11% dividend hike, raising its quarterly payout to 62 cents per share from 56 cents, as well as announcing a $60 billion stock buyback program. Microsoft added 1.3% in the premarket.</p><p><blockquote><b>微软（MSFT）</b>– 微软宣布将股息提高 11%，将季度派息从每股 56 美分提高到 62 美分，并宣布了一项 600 亿美元的股票回购计划。微软盘前上涨 1.3%。</blockquote></p><p> <b>Weber(WEBR)</b> – The grill maker’s stock jumped 2% in the premarket, following its first quarterly report since going public in August. Weber’s sales rose 19% from a year earlier, and the company projected full-year sales largely above current Wall Street forecasts.</p><p><blockquote><b>韦伯</b>- 这家烧烤制造商的股价在盘前大涨 2%，这是该公司自 8 月份上市以来的首份季度报告。韦伯的销售额同比增长了 19%，该公司预计全年销售额将大大高于华尔街目前的预测。</blockquote></p><p> <b>Wynn Resorts(WYNN),Las Vegas Sands(LVS)</b> – Macau-related casino stocks tumbled in premarket trading as regulators begin a 45-day period of considering tighter regulations on Macau’s gaming industry. Officials say they want “sustained and healthy development” in the world’s biggest gambling hub, but investors are worried over the impact of potential changes. Wynn fell 5.3% in the premarket while Las Vegas Sands slid 4.8%.</p><p><blockquote><b>永利度假村 (WYNN)、拉斯维加斯金沙 (LVS)</b>- 随着监管机构开始为期 45 天的考虑对澳门博彩业实施更严格监管，与澳门相关的赌场股票在盘前交易中暴跌。官员们表示，他们希望这个世界上最大的赌博中心 “持续健康发展”，但投资者担心潜在变化的影响。永利盘前下跌 5.3%，拉斯维加斯金沙集团下跌 4.8%。</blockquote></p><p> <b>Nikola(NKLA)&nbsp;–&nbsp;</b>IVECO and Nikola inaugurated joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.Nikola shares jumped 3.6% in premarket trading.</p><p><blockquote><b>尼古拉（NKLA） –</b>依维柯和尼古拉在德国乌尔姆开设了电动重型卡车合资制造工厂。尼古拉股价在盘前交易中上涨3.6%。</blockquote></p><p> <b>GreenSky(GSKY)</b>&nbsp;<b>–</b>&nbsp;Goldman Sachs Group&nbsp;Inc.&nbsp;is buying specialty lender&nbsp;GreenSky&nbsp;Inc.&nbsp;for $2.2 billion, striking a deal it hopes will further its reinvention from Wall Street powerhouse to Main Street player.GreenSky stock Popped 45% in premarket trading.</p><p><blockquote><b>格林斯基（GSKY）</b> <b>–</b>高盛集团 (Goldman Sachs Group Inc.) 将以 22 亿美元收购专业贷款机构 GreenSky Inc.，希望这笔交易能够进一步推动其从华尔街巨头转型为主街巨头。 GreenSky 股价在盘前交易中上涨 45%。</blockquote></p><p> <b>Canadian National Railway(CNI)</b> – Canadian National will not improve its offer to buy&nbsp;Kansas City Southern(KSU), according to people familiar with the situation who spoke to CNBC’s David Faber. That would clear the way for&nbsp;Canadian Pacific Railway(CP) to buy Kansas City Southern, after Kansas City Southern’s board declared Canadian Pacific’s latest offer as “superior.”</p><p><blockquote><b>加拿大国家铁路（CNI）</b>- 据熟悉内情的人士在接受 CNBC 记者大卫-费伯（David Faber）采访时透露，加拿大国民航空不会提高收购堪萨斯城南方航空（KSU）的报价。这将为加拿大太平洋铁路公司（CP）收购堪萨斯城南方公司扫清道路，此前堪萨斯城南方公司董事会宣布加拿大太平洋铁路公司的最新报价为 “优越 ”。</blockquote></p><p> <b>Regeneron Pharmaceuticals(REGN)</b> – The drugmaker announced that the U.S. government would buy an additional 1.4 million doses of Regeneron’s Covid-19 antibody cocktail. That will bring the total number of doses purchased by the government to nearly 3 million. Regeneron rose 2.7% in premarket trading.</p><p><blockquote><b>再生元制药（雨）</b>- 该制药商宣布，美国政府将额外购买 140 万剂 Regeneron 的 Covid-19 抗体鸡尾酒。这将使政府购买的剂量总数接近300万剂。再生元在盘前交易中上涨 2.7%。</blockquote></p><p> <b>Yum China(YUMC) </b>– Yum China warned that the spread of the Covid-19 delta variant would result in a 50% to 60% hit to its third-quarter profit. The restaurant operator said it had to close or limit service at more than 500 restaurants in August due to the delta variant outbreak in China. Yum China shares tumbled 4.5% in premarket action.</p><p><blockquote><b>百胜中国(YUMC)</b>– 百胜中国警告称，Covid-19 德尔塔变异毒株的传播将导致其第三季度利润受到 50% 至 60% 的打击。这家餐厅运营商表示，由于中国爆发德尔塔变异毒株疫情，8月份不得不关闭或限制500多家餐厅的服务。百胜中国股价在盘前交易中下跌 4.5%。</blockquote></p><p> <b>Citrix Systems(CTXS) </b>– Citrix is working with advisers to consider a possible sale of the company, according to people familiar with the matter who spoke to Bloomberg. The maker of workplace software will gauge potential interest in the company over the next few weeks and could decide to remain independent. Citrix rallied 5% in the premarket.</p><p><blockquote><b>思杰系统(CTXS)</b>– 据接受彭博社采访的知情人士透露，思杰正在与顾问合作，考虑出售该公司的可能性。这家工作场所软件制造商将在未来几周内评估人们对该公司的潜在兴趣，并可能决定保持独立。Citrix 盘前上涨 5%。</blockquote></p><p> <b>Crocs(CROX) </b>– Crocs added 1.1% in premarket trading following Tuesday’s 8.5% gain. That came after the shoe maker’s Investor Day where it projected better-than-expected full-year revenue and announced an accelerated share repurchase program.</p><p><blockquote><b>洞洞鞋</b>- 继周二上涨 8.5% 之后，Crocs 在盘前交易中上涨了 1.1%。在此之前，这家制鞋商在投资者日上预计全年收入将好于预期，并宣布了一项加速股票回购计划。</blockquote></p><p> <b>Skillsoft(SKIL) </b>– The provider of corporate digital learning programs jumped 4.5% in the premarket after reporting better-than-expected revenue and bookings for its latest quarter as well as raising its full-year guidance.</p><p><blockquote><b>技能软件（技能）</b>– 这家企业数字学习项目提供商在公布最新季度收入和预订量好于预期并上调全年指引后，盘前股价上涨 4.5%。</blockquote></p><p> <b>Just Eat Takeaway(GRUB) </b>– The food delivery service’s stock slid 3.2% in premarket trading after&nbsp;Amazon(AMZN) and&nbsp;Deliveroo&nbsp;announced a partnership that will offer free food delivery in the U.K. to Amazon Prime members.</p><p><blockquote><b>就吃外卖（GRUB）</b>- 亚马逊（AMZN）和户户送宣布合作，将在英国为亚马逊 Prime 会员提供免费送餐服务后，这家食品配送服务的股价在盘前交易中下跌了 3.2%。</blockquote></p><p> <b>Sage Therapeutics(SAGE)</b> – The drug maker’s shares rallied 3.3% in the premarket after the FDA granted fast-track status to the company’s experimental treatment for Huntington’s disease. Sage expects to start a phase 2 trial for the treatment before the end of 2021.</p><p><blockquote><b>Sage Therapeutics（SAGE）</b>- 在美国食品和药物管理局（FDA）授予该公司治疗亨廷顿舞蹈症的实验性疗法快速通道资格后，该制药商的股价在盘前上涨了 3.3%。Sage 预计将在 2021 年底前开始该疗法的 2 期试验。</blockquote></p><p></p><p> <b>SoFi Technologies(SOFI) </b>– The fintech company’s stock added 3% in premarket action after Mizuho began coverage with a “buy” rating and a $28 price target compared with Tuesday’s close of $14.50. Mizuho said SoFi is becoming a “full-fledged, super-app neo-bank” with next-generation capabilities.</p><p><blockquote><b>索菲科技（SOFI）</b>- 瑞穗开始给予 “买入 ”评级，目标价为 28 美元，而周二收盘价为 14.50 美元，该金融科技公司的股价在盘前上涨了 3%。瑞穗表示，SoFi 正在成为一家拥有下一代功能的 “成熟的超级应用新银行”。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","AAPL":"苹果",".DJI":"道琼斯","SKIL":"Skillsoft Corp.","WYNN":"永利度假村",".SPX":"S&P 500 Index","REGN":"再生元制药公司","CNI":"加拿大国家铁路","YUMC":"百胜中国","LVS":"金沙集团",".IXIC":"NASDAQ Composite","GSKY":"Greensky Inc.","CROX":"卡骆驰"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112301233","content_text":"U.S. stock index futures edged higher on Wednesday on easing fears of an earlier-than-expected cut to monetary stimulus, even though a slowing economic recovery and uncertainty over higher corporate taxes weighed on sentiment.\nU.S. S&P 500 E-minis were up 4.25 points, or 0.1% at 08:00 am ET. Dow E-minis were up 10 points, while Nasdaq 100 E-minis were up 21.75 points, or 0.14%.\n\nApple Inc rose around 0.2% in premarket trading, after tumbling 1% in the last session on a somewhat lukewarm response to the unveiling of its Phone 13 and a new iPad mini.\nInvestors will parse data on U.S. industrial production at 9:15 a.m. for clues about the state of the economic recovery. Economists forecast that output rose in August.\nStocks making the biggest moves premarket:\nMicrosoft(MSFT) – Microsoft announced an 11% dividend hike, raising its quarterly payout to 62 cents per share from 56 cents, as well as announcing a $60 billion stock buyback program. Microsoft added 1.3% in the premarket.\nWeber(WEBR) – The grill maker’s stock jumped 2% in the premarket, following its first quarterly report since going public in August. Weber’s sales rose 19% from a year earlier, and the company projected full-year sales largely above current Wall Street forecasts.\nWynn Resorts(WYNN),Las Vegas Sands(LVS) – Macau-related casino stocks tumbled in premarket trading as regulators begin a 45-day period of considering tighter regulations on Macau’s gaming industry. Officials say they want “sustained and healthy development” in the world’s biggest gambling hub, but investors are worried over the impact of potential changes. Wynn fell 5.3% in the premarket while Las Vegas Sands slid 4.8%.\nNikola(NKLA) – IVECO and Nikola inaugurated joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.Nikola shares jumped 3.6% in premarket trading.\nGreenSky(GSKY) – Goldman Sachs Group Inc. is buying specialty lender GreenSky Inc. for $2.2 billion, striking a deal it hopes will further its reinvention from Wall Street powerhouse to Main Street player.GreenSky stock Popped 45% in premarket trading.\nCanadian National Railway(CNI) – Canadian National will not improve its offer to buy Kansas City Southern(KSU), according to people familiar with the situation who spoke to CNBC’s David Faber. That would clear the way for Canadian Pacific Railway(CP) to buy Kansas City Southern, after Kansas City Southern’s board declared Canadian Pacific’s latest offer as “superior.”\nRegeneron Pharmaceuticals(REGN) – The drugmaker announced that the U.S. government would buy an additional 1.4 million doses of Regeneron’s Covid-19 antibody cocktail. That will bring the total number of doses purchased by the government to nearly 3 million. Regeneron rose 2.7% in premarket trading.\nYum China(YUMC) – Yum China warned that the spread of the Covid-19 delta variant would result in a 50% to 60% hit to its third-quarter profit. The restaurant operator said it had to close or limit service at more than 500 restaurants in August due to the delta variant outbreak in China. Yum China shares tumbled 4.5% in premarket action.\nCitrix Systems(CTXS) – Citrix is working with advisers to consider a possible sale of the company, according to people familiar with the matter who spoke to Bloomberg. The maker of workplace software will gauge potential interest in the company over the next few weeks and could decide to remain independent. Citrix rallied 5% in the premarket.\nCrocs(CROX) – Crocs added 1.1% in premarket trading following Tuesday’s 8.5% gain. That came after the shoe maker’s Investor Day where it projected better-than-expected full-year revenue and announced an accelerated share repurchase program.\nSkillsoft(SKIL) – The provider of corporate digital learning programs jumped 4.5% in the premarket after reporting better-than-expected revenue and bookings for its latest quarter as well as raising its full-year guidance.\nJust Eat Takeaway(GRUB) – The food delivery service’s stock slid 3.2% in premarket trading after Amazon(AMZN) and Deliveroo announced a partnership that will offer free food delivery in the U.K. to Amazon Prime members.\nSage Therapeutics(SAGE) – The drug maker’s shares rallied 3.3% in the premarket after the FDA granted fast-track status to the company’s experimental treatment for Huntington’s disease. Sage expects to start a phase 2 trial for the treatment before the end of 2021.\nSoFi Technologies(SOFI) – The fintech company’s stock added 3% in premarket action after Mizuho began coverage with a “buy” rating and a $28 price target compared with Tuesday’s close of $14.50. Mizuho said SoFi is becoming a “full-fledged, super-app neo-bank” with next-generation capabilities.","news_type":1,"symbols_score_info":{"WEBR":0.9,"CNI":0.9,"CTXS":0.9,"SAGE":0.9,"YUMC":0.9,"GRUB":0.9,"WYNN":0.9,"NKLA":0.9,"NQmain":0.9,"MSFT":0.9,"AAPL":0.9,"YMmain":0.9,"GSKY":0.9,"CROX":0.9,"ESmain":0.9,"REGN":0.9,".SPX":0.9,".DJI":0.9,"LVS":0.9,".IXIC":0.9,"SKIL":0.9}},"isVote":1,"tweetType":1,"viewCount":2665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}