个人中心 - 老虎社区

TerencePoon

IP属地：未知

帖子 · 3帖子 · 3
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- TerencePoonTerencePoon
  ·2021-06-09
  C’mon BTC! Rally up! 😂
  非常抱歉，此主贴已删除
  2,313 评论
  1
  分享
  举报
- TerencePoonTerencePoon
  ·2021-03-27
  Why BTC when it has a technical cap? Why not others like ETH?
  Here's why Cathie Wood and Kevin O'Leary are still bullish on growth stocks<blockquote>这就是凯西·伍德和凯文·奥利里仍然看好成长型股票的原因</blockquote>
  New York (CNN Business) - Tech stocks have taken a hit lately as investors continue to seek comfort
  Here's why Cathie Wood and Kevin O'Leary are still bullish on growth stocks<blockquote>这就是凯西·伍德和凯文·奥利里仍然看好成长型股票的原因</blockquote>
  1,243 评论
  1
  分享
  举报
- TerencePoonTerencePoon
  ·2021-03-18
  PLTR definitely worth the buy.
  Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>
  Investors love to be opportunistic. You can be sure the next time the market has a significant corre
  Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>
  1,615 评论
  4
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3579170351658265","uuid":"3579170351658265","gmtCreate":1616076535052,"gmtModify":1616080989109,"name":"TerencePoon","pinyin":"terencepoon","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/8e62f831ed4bdf3275642f37b1facb1d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":1,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":180700915,"gmtCreate":1623224632337,"gmtModify":1634035629099,"author":{"id":"3579170351658265","authorId":"3579170351658265","name":"TerencePoon","avatar":"https://static.tigerbbs.com/8e62f831ed4bdf3275642f37b1facb1d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579170351658265","idStr":"3579170351658265"},"themes":[],"htmlText":"C’mon BTC! Rally up! 😂&nbsp;","listText":"C’mon BTC! Rally up! 😂&nbsp;","text":"C’mon BTC! Rally up! 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180700915","repostId":"1176918592","repostType":4,"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356489078,"gmtCreate":1616806577494,"gmtModify":1634523919787,"author":{"id":"3579170351658265","authorId":"3579170351658265","name":"TerencePoon","avatar":"https://static.tigerbbs.com/8e62f831ed4bdf3275642f37b1facb1d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579170351658265","idStr":"3579170351658265"},"themes":[],"htmlText":"Why BTC when it has a technical cap? Why not others like ETH?","listText":"Why BTC when it has a technical cap? Why not others like ETH?","text":"Why BTC when it has a technical cap? Why not others like ETH?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356489078","repostId":"1192588043","repostType":4,"repost":{"id":"1192588043","kind":"news","pubTimestamp":1616765117,"share":"https://www.laohu8.com/m/news/1192588043?lang=zh_CN&edition=full","pubTime":"2021-03-26 21:25","market":"fut","language":"en","title":"Here's why Cathie Wood and Kevin O'Leary are still bullish on growth stocks<blockquote>这就是凯西·伍德和凯文·奥利里仍然看好成长型股票的原因</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192588043","media":"CNN Business","summary":"New York (CNN Business) - Tech stocks have taken a hit lately as investors continue to seek comfort ","content":"<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>Tech stocks have&nbsp;taken a hit lately&nbsp;as investors continue to seek comfort in banks, big oil and other value sectors. But some fans of trendy momentum stocks aren't giving up on them just yet.</p><p><blockquote><b>纽约（CNN商业）——</b>随着投资者继续在银行、大型石油和其他价值行业寻求安慰，科技股最近遭受了打击。但一些时尚动量股的粉丝还没有放弃它们。</blockquote></p><p> That's the message from Cathie Wood of Ark Invest — who has become one of the&nbsp;more influential voices on Wall Street&nbsp;and is a major backer of&nbsp;Tesla&nbsp;(TSLA)— and two other titans of growth investing, who shared their investment insights Thursday.</p><p><blockquote>这是Ark Invest的凯西·伍德(Cathie Wood)和另外两位成长型投资巨头传达的信息，她已成为华尔街最具影响力的声音之一，也是特斯拉(TSLA)的主要支持者，他们周四分享了他们的投资见解。</blockquote></p><p> \"We've seen higher valuation stocks hit hard this year. But the growth for these innovative companies will still be treated well over time,\" Wood said during a webcast hosted by&nbsp;Cboe&nbsp;(CBOE)&nbsp;Global Markets.</p><p><blockquote>伍德在芝加哥期权交易所(CBOE)Global Markets主办的网络直播中表示：“今年我们看到估值较高的股票遭受重创。但随着时间的推移，这些创新型公司的增长仍将受到良好对待。”</blockquote></p><p> Wood joined Kevin O'Leary of \"Shark Tank\" fame (he also runs a family of&nbsp;O'Shares ETFs) and Jan van Eck, whose firm recently launched the&nbsp;BUZZ ETF&nbsp;that tracks&nbsp;stocks popular on social media, for the Cboe chat.</p><p><blockquote>伍德加入了因《创智赢家》而出名的凯文·奥利里（Kevin O'Leary）（他还经营着O'Shares ETF家族）和扬·范·埃克（Jan van Eck）的行列，后者的公司最近推出了追踪社交媒体上流行股票的BUZZ ETF，参加了Cboe chat。</blockquote></p><p> Wood noted that investors are shifting their money into more so-called cyclical areas — those dependent on the success of the economy, like retailers and airlines — and said that's a good thing. She's encouraged to see that the broader market rally is broadening even further.</p><p><blockquote>伍德指出，投资者正在将资金转移到更多所谓的周期性领域——那些依赖于经济成功的领域，如零售商和航空公司——并表示这是一件好事。看到更广泛的市场涨势进一步扩大，她感到鼓舞。</blockquote></p><p> <b>The bullish case for growth stocks still exists</b></p><p><blockquote><b>成长股看涨理由依然存在</b></blockquote></p><p> As the economy continues its fragile recovery, fears about bond yields and inflation have been high. But all three of the fund managers said they are not too worried about these trends hurting growth stocks.</p><p><blockquote>随着经济继续脆弱的复苏，人们对债券收益率和通胀的担忧一直很高。但三位基金经理都表示，他们并不太担心这些趋势会损害成长型股票。</blockquote></p><p> They also stressed that younger individual investors will continue to play a big role in the market thanks to the rise of zero commission brokerage firms: \"There are a lot of retail investors playing in the market thanks to Robinhood and Coinbase. Individual investors are more engaged,\" van Eck said.</p><p><blockquote>他们还强调，由于零佣金经纪公司的兴起，年轻的个人投资者将继续在市场中发挥重要作用：“由于Robinhood和Coinbase，市场上有很多散户投资者。个人投资者更加投入，”van Eck说。</blockquote></p><p> He says investors should flock more to companies that have a big competitive advantage, such as those in his firm'sWide Moat ETF(MOAT)— which invests in stocks that are dominant in their respective fields, like its key holdings including&nbsp;Charles Schwab&nbsp;(SCHW),Intel&nbsp;(INTC),Microsoft&nbsp;(MSFT)&nbsp;and&nbsp;Amazon(AMZN).</p><p><blockquote>他表示，投资者应该更多地涌向具有巨大竞争优势的公司，例如他公司的宽护城河ETF(MOAT)中的公司，该ETF投资于在各自领域占据主导地位的股票，例如其主要持股包括嘉信理财(SCHW)、英特尔(INTC)、微软(MSFT)和亚马逊(AMZN)。</blockquote></p><p> O'Leary, too, believes the stock market boom can last, saying he $1.9 trillion in new stimulus is \"free money\" for many investors. But he's not buying into the notion that cyclical stocks can continue to outperform tech for much longer.</p><p><blockquote>奥利里也相信股市繁荣可以持续，他表示1.9万亿美元的新刺激计划对许多投资者来说是“免费资金”。但他并不相信周期性股票可以在更长时间内继续跑赢科技股的观点。</blockquote></p><p> \"Yes, people are seeking quality. But some sectors are permanently damaged and airlines are one of them due to technology,\" he said. \"I don't need to fly to Dubai as much anymore for meetings when were doing Zoom calls every week.\"</p><p><blockquote>“是的，人们追求质量。但由于技术的原因，一些行业受到了永久性的损害，航空公司就是其中之一，”他说。“当我们每周都在评级举办Zoom时，我不再需要飞往迪拜参加会议了。”</blockquote></p><p> O'Leary said he is also willing to make some speculative bets on emerging industries that aren't getting a lot of attention. For example, O'Leary's firm owns shares of&nbsp;MindMed&nbsp;(MMEDF), which is working on developing legal psychedelic medications that can be used to help treat depression, anxiety and other mental health disorders.</p><p><blockquote>奥利里表示，他也愿意对没有受到太多关注的新兴行业进行一些投机性押注。例如，奥利里的公司拥有MindMed(MMEDF)的股份，该公司正致力于开发合法的迷幻药物，可用于帮助治疗抑郁症、焦虑症和其他心理健康障碍。</blockquote></p><p> Wood is also investing in innovative health care companies, with oneArk ETF devoted to genomics&nbsp;(ARKG). And she thinks younger investors, many of whom are inheriting money from baby boomers, will continue to gravitate toward more dynamic fields like robotics and alternative energy. So she's not too concerned that the recent rebound in value stocks spells an end to the tech renaissance.</p><p><blockquote>Wood还投资创新型医疗保健公司，oneArk ETF专门投资基因组学(ARKG)。她认为，年轻投资者（其中许多人继承了婴儿潮一代的资金）将继续被机器人和替代能源等更具活力的领域所吸引。因此，她并不太担心最近价值股的反弹意味着科技复兴的结束。</blockquote></p><p> \"A lot of companies catering to short-term investors who wanted profits now invested more in stock buybacks and dividends over innovation,\" Wood said. \"That puts them in harm's way.\"</p><p><blockquote>伍德表示：“许多迎合想要利润的短期投资者的公司现在更多地投资于股票回购和股息，而不是创新。”“这让他们处于危险之中。”</blockquote></p><p> <b>'Prime time' for bitcoin coming?</b></p><p><blockquote><b>比特币的“黄金时间”即将到来？</b></blockquote></p><p> Wood also thinks bitcoin is ready for \"prime time\" and that prices will continue climbing over the long haul as more companies will adopt crypto-friendly strategies like Tesla andSquar(SQ)have done. In fact, Wood said she thinks it makes sense for investors to have between 2.5% and 6.5% of their assets in bitcoin, adding that her funds are betting on crypto primarily through the publicly traded Grayscale Bitcoin Trus.(GBTC)</p><p><blockquote>伍德还认为，比特币已经为“黄金时间”做好了准备，随着越来越多的公司采用像特斯拉和Squar(SQ)那样的加密货币友好策略，价格将长期继续攀升。事实上，伍德表示，她认为投资者将2.5%至6.5%的资产投资于比特币是有意义的，并补充说她的基金主要通过公开交易的灰度比特币Trus押注加密货币。(GBTC)</blockquote></p><p> O'Leary, meanwhile, had been somewhat skeptical of bitcoin a few years ago. But he said Thursday that he is growing more convinced that bitcoin will gain traction, and he believes it makes to have about 3% of a portfolio in bitcoin as well as crypto miner stocks.</p><p><blockquote>与此同时，奥利里几年前对比特币有些怀疑。但他周四表示，他越来越相信比特币将获得关注，他相信比特币以及加密货币矿商股票的投资组合中约3%的份额将会增加。</blockquote></p><p> And van Eck noted that the upcoming&nbsp;market debut of Coinbase&nbsp;will be one to watch — at a potential valuation of $100 billion following its direct listing, the stock would dwarf the roughly $24 billion market value of&nbsp;Nasda.(NDAQ)</p><p><blockquote>van Eck指出，Coinbase即将在市场上首次亮相将值得关注——其直接上市后的潜在估值为1000亿美元，该股将使Nasda约240亿美元的市值相形见绌。(NDAQ)</blockquote></p><p> With that in mind, van Eck expects more big investment firms to try to cash in on bitcoin or risk being left out.Fidelit,(EFIPX)&nbsp;for example, just jointed a growing list of firms filing to launch a crypto ETF with the SEC.</p><p><blockquote>考虑到这一点，van Eck预计更多大型投资公司将尝试从比特币中获利，否则将面临被排除在外的风险。例如，Fidelit(EFIPX)刚刚加入了越来越多向SEC申请推出加密货币ETF的公司名单。</blockquote></p><p> \"Crypto Wall Street will be a disruptive threat to traditional banks and institutions,\" van Eck said.</p><p><blockquote>“加密华尔街将对传统银行和机构构成颠覆性威胁，”范埃克说。</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>Here's why Cathie Wood and Kevin O'Leary are still bullish on growth stocks<blockquote>这就是凯西·伍德和凯文·奥利里仍然看好成长型股票的原因</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\">\nHere's why Cathie Wood and Kevin O'Leary are still bullish on growth stocks<blockquote>这就是凯西·伍德和凯文·奥利里仍然看好成长型股票的原因</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN Business</strong><span class=\"h-time small\">2021-03-26 21:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>Tech stocks have&nbsp;taken a hit lately&nbsp;as investors continue to seek comfort in banks, big oil and other value sectors. But some fans of trendy momentum stocks aren't giving up on them just yet.</p><p><blockquote><b>纽约（CNN商业）——</b>随着投资者继续在银行、大型石油和其他价值行业寻求安慰，科技股最近遭受了打击。但一些时尚动量股的粉丝还没有放弃它们。</blockquote></p><p> That's the message from Cathie Wood of Ark Invest — who has become one of the&nbsp;more influential voices on Wall Street&nbsp;and is a major backer of&nbsp;Tesla&nbsp;(TSLA)— and two other titans of growth investing, who shared their investment insights Thursday.</p><p><blockquote>这是Ark Invest的凯西·伍德(Cathie Wood)和另外两位成长型投资巨头传达的信息，她已成为华尔街最具影响力的声音之一，也是特斯拉(TSLA)的主要支持者，他们周四分享了他们的投资见解。</blockquote></p><p> \"We've seen higher valuation stocks hit hard this year. But the growth for these innovative companies will still be treated well over time,\" Wood said during a webcast hosted by&nbsp;Cboe&nbsp;(CBOE)&nbsp;Global Markets.</p><p><blockquote>伍德在芝加哥期权交易所(CBOE)Global Markets主办的网络直播中表示：“今年我们看到估值较高的股票遭受重创。但随着时间的推移，这些创新型公司的增长仍将受到良好对待。”</blockquote></p><p> Wood joined Kevin O'Leary of \"Shark Tank\" fame (he also runs a family of&nbsp;O'Shares ETFs) and Jan van Eck, whose firm recently launched the&nbsp;BUZZ ETF&nbsp;that tracks&nbsp;stocks popular on social media, for the Cboe chat.</p><p><blockquote>伍德加入了因《创智赢家》而出名的凯文·奥利里（Kevin O'Leary）（他还经营着O'Shares ETF家族）和扬·范·埃克（Jan van Eck）的行列，后者的公司最近推出了追踪社交媒体上流行股票的BUZZ ETF，参加了Cboe chat。</blockquote></p><p> Wood noted that investors are shifting their money into more so-called cyclical areas — those dependent on the success of the economy, like retailers and airlines — and said that's a good thing. She's encouraged to see that the broader market rally is broadening even further.</p><p><blockquote>伍德指出，投资者正在将资金转移到更多所谓的周期性领域——那些依赖于经济成功的领域，如零售商和航空公司——并表示这是一件好事。看到更广泛的市场涨势进一步扩大，她感到鼓舞。</blockquote></p><p> <b>The bullish case for growth stocks still exists</b></p><p><blockquote><b>成长股看涨理由依然存在</b></blockquote></p><p> As the economy continues its fragile recovery, fears about bond yields and inflation have been high. But all three of the fund managers said they are not too worried about these trends hurting growth stocks.</p><p><blockquote>随着经济继续脆弱的复苏，人们对债券收益率和通胀的担忧一直很高。但三位基金经理都表示，他们并不太担心这些趋势会损害成长型股票。</blockquote></p><p> They also stressed that younger individual investors will continue to play a big role in the market thanks to the rise of zero commission brokerage firms: \"There are a lot of retail investors playing in the market thanks to Robinhood and Coinbase. Individual investors are more engaged,\" van Eck said.</p><p><blockquote>他们还强调，由于零佣金经纪公司的兴起，年轻的个人投资者将继续在市场中发挥重要作用：“由于Robinhood和Coinbase，市场上有很多散户投资者。个人投资者更加投入，”van Eck说。</blockquote></p><p> He says investors should flock more to companies that have a big competitive advantage, such as those in his firm'sWide Moat ETF(MOAT)— which invests in stocks that are dominant in their respective fields, like its key holdings including&nbsp;Charles Schwab&nbsp;(SCHW),Intel&nbsp;(INTC),Microsoft&nbsp;(MSFT)&nbsp;and&nbsp;Amazon(AMZN).</p><p><blockquote>他表示，投资者应该更多地涌向具有巨大竞争优势的公司，例如他公司的宽护城河ETF(MOAT)中的公司，该ETF投资于在各自领域占据主导地位的股票，例如其主要持股包括嘉信理财(SCHW)、英特尔(INTC)、微软(MSFT)和亚马逊(AMZN)。</blockquote></p><p> O'Leary, too, believes the stock market boom can last, saying he $1.9 trillion in new stimulus is \"free money\" for many investors. But he's not buying into the notion that cyclical stocks can continue to outperform tech for much longer.</p><p><blockquote>奥利里也相信股市繁荣可以持续，他表示1.9万亿美元的新刺激计划对许多投资者来说是“免费资金”。但他并不相信周期性股票可以在更长时间内继续跑赢科技股的观点。</blockquote></p><p> \"Yes, people are seeking quality. But some sectors are permanently damaged and airlines are one of them due to technology,\" he said. \"I don't need to fly to Dubai as much anymore for meetings when were doing Zoom calls every week.\"</p><p><blockquote>“是的，人们追求质量。但由于技术的原因，一些行业受到了永久性的损害，航空公司就是其中之一，”他说。“当我们每周都在评级举办Zoom时，我不再需要飞往迪拜参加会议了。”</blockquote></p><p> O'Leary said he is also willing to make some speculative bets on emerging industries that aren't getting a lot of attention. For example, O'Leary's firm owns shares of&nbsp;MindMed&nbsp;(MMEDF), which is working on developing legal psychedelic medications that can be used to help treat depression, anxiety and other mental health disorders.</p><p><blockquote>奥利里表示，他也愿意对没有受到太多关注的新兴行业进行一些投机性押注。例如，奥利里的公司拥有MindMed(MMEDF)的股份，该公司正致力于开发合法的迷幻药物，可用于帮助治疗抑郁症、焦虑症和其他心理健康障碍。</blockquote></p><p> Wood is also investing in innovative health care companies, with oneArk ETF devoted to genomics&nbsp;(ARKG). And she thinks younger investors, many of whom are inheriting money from baby boomers, will continue to gravitate toward more dynamic fields like robotics and alternative energy. So she's not too concerned that the recent rebound in value stocks spells an end to the tech renaissance.</p><p><blockquote>Wood还投资创新型医疗保健公司，oneArk ETF专门投资基因组学(ARKG)。她认为，年轻投资者（其中许多人继承了婴儿潮一代的资金）将继续被机器人和替代能源等更具活力的领域所吸引。因此，她并不太担心最近价值股的反弹意味着科技复兴的结束。</blockquote></p><p> \"A lot of companies catering to short-term investors who wanted profits now invested more in stock buybacks and dividends over innovation,\" Wood said. \"That puts them in harm's way.\"</p><p><blockquote>伍德表示：“许多迎合想要利润的短期投资者的公司现在更多地投资于股票回购和股息，而不是创新。”“这让他们处于危险之中。”</blockquote></p><p> <b>'Prime time' for bitcoin coming?</b></p><p><blockquote><b>比特币的“黄金时间”即将到来？</b></blockquote></p><p> Wood also thinks bitcoin is ready for \"prime time\" and that prices will continue climbing over the long haul as more companies will adopt crypto-friendly strategies like Tesla andSquar(SQ)have done. In fact, Wood said she thinks it makes sense for investors to have between 2.5% and 6.5% of their assets in bitcoin, adding that her funds are betting on crypto primarily through the publicly traded Grayscale Bitcoin Trus.(GBTC)</p><p><blockquote>伍德还认为，比特币已经为“黄金时间”做好了准备，随着越来越多的公司采用像特斯拉和Squar(SQ)那样的加密货币友好策略，价格将长期继续攀升。事实上，伍德表示，她认为投资者将2.5%至6.5%的资产投资于比特币是有意义的，并补充说她的基金主要通过公开交易的灰度比特币Trus押注加密货币。(GBTC)</blockquote></p><p> O'Leary, meanwhile, had been somewhat skeptical of bitcoin a few years ago. But he said Thursday that he is growing more convinced that bitcoin will gain traction, and he believes it makes to have about 3% of a portfolio in bitcoin as well as crypto miner stocks.</p><p><blockquote>与此同时，奥利里几年前对比特币有些怀疑。但他周四表示，他越来越相信比特币将获得关注，他相信比特币以及加密货币矿商股票的投资组合中约3%的份额将会增加。</blockquote></p><p> And van Eck noted that the upcoming&nbsp;market debut of Coinbase&nbsp;will be one to watch — at a potential valuation of $100 billion following its direct listing, the stock would dwarf the roughly $24 billion market value of&nbsp;Nasda.(NDAQ)</p><p><blockquote>van Eck指出，Coinbase即将在市场上首次亮相将值得关注——其直接上市后的潜在估值为1000亿美元，该股将使Nasda约240亿美元的市值相形见绌。(NDAQ)</blockquote></p><p> With that in mind, van Eck expects more big investment firms to try to cash in on bitcoin or risk being left out.Fidelit,(EFIPX)&nbsp;for example, just jointed a growing list of firms filing to launch a crypto ETF with the SEC.</p><p><blockquote>考虑到这一点，van Eck预计更多大型投资公司将尝试从比特币中获利，否则将面临被排除在外的风险。例如，Fidelit(EFIPX)刚刚加入了越来越多向SEC申请推出加密货币ETF的公司名单。</blockquote></p><p> \"Crypto Wall Street will be a disruptive threat to traditional banks and institutions,\" van Eck said.</p><p><blockquote>“加密华尔街将对传统银行和机构构成颠覆性威胁，”范埃克说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/03/25/investing/cathie-wood-kevin-oleary-vaneck-stocks/index.html\">CNN Business</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":{"ARKG":"ARK Genomic Revolution ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","GBTC":"比特币ETF-Grayscale"},"source_url":"https://edition.cnn.com/2021/03/25/investing/cathie-wood-kevin-oleary-vaneck-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192588043","content_text":"New York (CNN Business) - Tech stocks have taken a hit lately as investors continue to seek comfort in banks, big oil and other value sectors. But some fans of trendy momentum stocks aren't giving up on them just yet.\nThat's the message from Cathie Wood of Ark Invest — who has become one of the more influential voices on Wall Street and is a major backer of Tesla (TSLA)— and two other titans of growth investing, who shared their investment insights Thursday.\n\"We've seen higher valuation stocks hit hard this year. But the growth for these innovative companies will still be treated well over time,\" Wood said during a webcast hosted by Cboe (CBOE) Global Markets.\nWood joined Kevin O'Leary of \"Shark Tank\" fame (he also runs a family of O'Shares ETFs) and Jan van Eck, whose firm recently launched the BUZZ ETF that tracks stocks popular on social media, for the Cboe chat.\nWood noted that investors are shifting their money into more so-called cyclical areas — those dependent on the success of the economy, like retailers and airlines — and said that's a good thing. She's encouraged to see that the broader market rally is broadening even further.\nThe bullish case for growth stocks still exists\nAs the economy continues its fragile recovery, fears about bond yields and inflation have been high. But all three of the fund managers said they are not too worried about these trends hurting growth stocks.\nThey also stressed that younger individual investors will continue to play a big role in the market thanks to the rise of zero commission brokerage firms: \"There are a lot of retail investors playing in the market thanks to Robinhood and Coinbase. Individual investors are more engaged,\" van Eck said.\nHe says investors should flock more to companies that have a big competitive advantage, such as those in his firm'sWide Moat ETF(MOAT)— which invests in stocks that are dominant in their respective fields, like its key holdings including Charles Schwab (SCHW),Intel (INTC),Microsoft (MSFT) and Amazon(AMZN).\nO'Leary, too, believes the stock market boom can last, saying he $1.9 trillion in new stimulus is \"free money\" for many investors. But he's not buying into the notion that cyclical stocks can continue to outperform tech for much longer.\n\"Yes, people are seeking quality. But some sectors are permanently damaged and airlines are one of them due to technology,\" he said. \"I don't need to fly to Dubai as much anymore for meetings when were doing Zoom calls every week.\"\nO'Leary said he is also willing to make some speculative bets on emerging industries that aren't getting a lot of attention. For example, O'Leary's firm owns shares of MindMed (MMEDF), which is working on developing legal psychedelic medications that can be used to help treat depression, anxiety and other mental health disorders.\nWood is also investing in innovative health care companies, with oneArk ETF devoted to genomics (ARKG). And she thinks younger investors, many of whom are inheriting money from baby boomers, will continue to gravitate toward more dynamic fields like robotics and alternative energy. So she's not too concerned that the recent rebound in value stocks spells an end to the tech renaissance.\n\"A lot of companies catering to short-term investors who wanted profits now invested more in stock buybacks and dividends over innovation,\" Wood said. \"That puts them in harm's way.\"\n'Prime time' for bitcoin coming?\nWood also thinks bitcoin is ready for \"prime time\" and that prices will continue climbing over the long haul as more companies will adopt crypto-friendly strategies like Tesla andSquar(SQ)have done. In fact, Wood said she thinks it makes sense for investors to have between 2.5% and 6.5% of their assets in bitcoin, adding that her funds are betting on crypto primarily through the publicly traded Grayscale Bitcoin Trus.(GBTC)\nO'Leary, meanwhile, had been somewhat skeptical of bitcoin a few years ago. But he said Thursday that he is growing more convinced that bitcoin will gain traction, and he believes it makes to have about 3% of a portfolio in bitcoin as well as crypto miner stocks.\nAnd van Eck noted that the upcoming market debut of Coinbase will be one to watch — at a potential valuation of $100 billion following its direct listing, the stock would dwarf the roughly $24 billion market value of Nasda.(NDAQ)\nWith that in mind, van Eck expects more big investment firms to try to cash in on bitcoin or risk being left out.Fidelit,(EFIPX) for example, just jointed a growing list of firms filing to launch a crypto ETF with the SEC.\n\"Crypto Wall Street will be a disruptive threat to traditional banks and institutions,\" van Eck said.","news_type":1,"symbols_score_info":{"ARKG":0.9,"BTCmain":0.9,".DJI":0.9,"XBTmain":0.9,".SPX":0.9,".IXIC":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327680690,"gmtCreate":1616080087010,"gmtModify":1634527326437,"author":{"id":"3579170351658265","authorId":"3579170351658265","name":"TerencePoon","avatar":"https://static.tigerbbs.com/8e62f831ed4bdf3275642f37b1facb1d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579170351658265","idStr":"3579170351658265"},"themes":[],"htmlText":"PLTR definitely worth the buy.&nbsp;","listText":"PLTR definitely worth the buy.&nbsp;","text":"PLTR definitely worth the buy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327680690","repostId":"1163358852","repostType":4,"repost":{"id":"1163358852","kind":"news","pubTimestamp":1616076828,"share":"https://www.laohu8.com/m/news/1163358852?lang=zh_CN&edition=full","pubTime":"2021-03-18 22:13","market":"us","language":"en","title":"Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163358852","media":"nasdaq","summary":"Investors love to be opportunistic. You can be sure the next time the market has a significant corre","content":"<p>Investors love to be opportunistic. You can be sure the next time the market has a significant correction -- or even an inevitable crash -- that battle-tested investors won't flinch at taking advantage of lower prices. What if I told you that a lot of promising growth stocks have<i>already</i>crashed?</p><p><blockquote>投资者喜欢投机取巧。你可以肯定的是，下次市场出现重大调整，甚至不可避免的崩盘时，久经考验的投资者不会因为利用较低的价格而退缩。如果我告诉你很多有前途的成长型股票<i>已经</i>撞车了？</blockquote></p><p>Shares of<b>Fastly</b>(NYSE: FSLY),<b>fuboTV</b>(NYSE: FUBO), and<b>Palantir Technologies</b>(NYSE: PLTR)have all fallen at least 40% from their 52-week highs. These aren't perfect stocks, but they're definitely not broken. Let's see why I think these are three investments are ripe for the picking in today's market climate.</p><p><blockquote>本公司之股份<b>快速地</b>（纽约证券交易所代码：FSLY），<b>富波电视</b>（纽约证券交易所代码：FUBO），以及<b>Palantir技术</b>(NYSE：PLTR)均较52周高点下跌至少40%。这些股票并不完美，但绝对没有坏。让我们看看为什么我认为在当今的市场环境下，这三项投资的时机已经成熟。</blockquote></p><p><b>1. Fastly</b></p><p><blockquote><b>1.快速</b></blockquote></p><p>This next-gen content delivery network was rocking until the clock ran out on TikTok last year. Caught on the losing end of a trade war dispute between the U.S. and China late last year, Fastlylost a top accountthat was generating more than 10% of its revenue through the first nine months of last year -- and growing quickly, to boot.</p><p><blockquote>这个下一代内容交付网络一直在摇摆，直到去年TikTok的时钟耗尽。去年年底，Fastly在中美贸易战争端中陷入失败，失去了一个顶级客户，该客户去年前9个月的收入占其收入的10%以上，而且增长迅速。</blockquote></p><p>There is life after TikTok, even if Fastly stock has shed nearly 45% of its value since topping out in October. Growth will slow from last year's 45% burst, but Fastly's guidance calls for decent 29% to 32% top-line growth in 2021. A recent acquisition is helping pad revenue gains, and Fastly's deficit will widen as it invests in new growth initiatives. This is far from a perfect company right now, but there's a lot to like here. Its net retention rate and dollar-based net expansion rate are slipping, but still comfortably over 100%. Fastly is keeping its customers happy, and there's no reason why the market believes that this is a little more than half the company it was five months ago.</p><p><blockquote>尽管Fastly股价自10月份见顶以来已下跌近45%，但TikTok之后仍有生机。增长将较去年45%的增幅放缓，但Fastly的指导评级是2021年营收增长29%至32%。最近的一次收购有助于增加收入，随着Fastly投资于新的增长计划，其赤字将扩大。目前这还远不是一家完美的公司，但这里有很多值得喜欢的地方。其净保留率和以美元计算的净扩张率正在下滑，但仍轻松超过100%。Fastly正在让客户满意，市场没有理由认为这只是五个月前公司的一半多一点。</blockquote></p><p><b>2. fuboTV</b></p><p><blockquote><b>2.fuboTV</b></blockquote></p><p>We're cutting the cord, and live-TV streaming services are there to fill the void that the leading streaming services can't provide when it comes to live network programming. No one is growing faster than fuboTV in this niche, and it's stepping on the accelerator. Pro forma revenue rose 71% in the third quarter, 98% in the fourth quarter, and fuboTV's guidance calls for growth of 98% to 102% for the current quarter.</p><p><blockquote>我们正在切断联系，直播电视流媒体服务将填补领先流媒体服务在直播网络节目方面无法提供的空白。在这个利基市场，没有人比fuboTV增长得更快，而且它正在踩油门。预计第三季度收入增长71%，第四季度增长98%，fuboTV的指导评级为本季度增长98%至102%。</blockquote></p><p>There are just545,000 subscribersright now, but they're a loyal and engaged lot of sports fans. Average revenue per user is up to $69.19 a month -- up 17% over the past year -- and that includes an industry-leading $8.47 a month in ad revenue. Why is this stock trading 49% below its December all-time high?</p><p><blockquote>目前只有545,000名订阅者，但他们是忠实且积极参与的体育迷。每个用户的平均收入高达每月69.19美元，比过去一年增长17%，其中包括行业领先的每月8.47美元的广告收入。为什么该股的交易价格比12月份的历史高点低49%？</blockquote></p><p>This isn't the only game to watch here. A pair of recent acquisitions will lead to a fantasy sports platform for members this summer and a more ambitious online sportsbook offering by the end of the year. If you think fuboTV's painting too rosy an outlook for 2021, keep in mind that it boosted its 2020 year-end guidance three times and it still found a way to come out on top.</p><p><blockquote>这不是这里唯一可以看的比赛。最近的两项收购将在今年夏天为会员带来一个梦幻体育平台，并在今年年底推出一个更雄心勃勃的在线体育博彩产品。如果您认为fuboTV对2021年的前景过于乐观，请记住，它三次上调了2020年年终指引，但仍然找到了脱颖而出的方法。</blockquote></p><p><b>3. Palantir</b></p><p><blockquote><b>3.Palantir</b></blockquote></p><p>Palantir and Fastly may initially seem to have been separated at birth. Both companies grew revenue by 40% in their latest quarter, off from a pace in the mid-40% range for all of 2020 (up 45% for Fastly versus 47% for Palantir). Both stocks were slammed on uninspiring guidance. Palantir istargeting 30% growthfor 2021, roughly the midpoint of Fastly's outlook. Wall Street can be a rough crowd when 30%-ish growth brings out the boo birds.</p><p><blockquote>Palantir和Fastly最初似乎在出生时就分开了。两家公司最近一个季度的收入增长了40%，低于2020年全年40%左右的增速（Fastly增长45%，Palantir增长47%）。这两只股票都因指引平淡而遭受重创。Palantir的目标是2021年增长30%，大致是Fastly前景的中点。当30%左右的增长率引起嘘声时，华尔街可能会成为一群粗暴的人。</blockquote></p><p>Palantir's business model is naturally completely different than Fastly's. It's more ticktock than TikTok. Palantir's speciality is big-data business intelligence. It arms enterprises with actionable analysis from the data it collets. For better or worse more than half of Palantir's business comes from government contracts. It didn't generate a lot of buzz through its first few weeks of trading after last year'sIPO, but it certainly made up for lost time until peaking two months ago. It's been a 44% tumble from January's high. Palantir's valuation may have been overextended earlier this year, but this quality stock has gone from overbought to oversold in a hurry.</p><p><blockquote>Palantir的商业模式自然与Fastly完全不同。它比抖音更抖音。Palantir的专长是大数据商业智能。它从收集的数据中为企业提供可操作的分析。无论好坏，Palantir一半以上的业务来自政府合同。在去年IPO后的头几周交易中，它并没有引起太大的轰动，但它确实弥补了两个月前达到顶峰之前失去的时间。较1月份的高点下跌了44%。Palantir的估值在今年早些时候可能被高估了，但这只优质股票很快就从超买变成了超卖。</blockquote></p><p></p>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Wait for a Crash to Buy? These 3 Top Stocks Are Already Down More Than 40%<blockquote>为什么要等到崩盘才买入？这3只顶级股票已下跌超过40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">nasdaq</strong><span class=\"h-time small\">2021-03-18 22:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Investors love to be opportunistic. You can be sure the next time the market has a significant correction -- or even an inevitable crash -- that battle-tested investors won't flinch at taking advantage of lower prices. What if I told you that a lot of promising growth stocks have<i>already</i>crashed?</p><p><blockquote>投资者喜欢投机取巧。你可以肯定的是，下次市场出现重大调整，甚至不可避免的崩盘时，久经考验的投资者不会因为利用较低的价格而退缩。如果我告诉你很多有前途的成长型股票<i>已经</i>撞车了？</blockquote></p><p>Shares of<b>Fastly</b>(NYSE: FSLY),<b>fuboTV</b>(NYSE: FUBO), and<b>Palantir Technologies</b>(NYSE: PLTR)have all fallen at least 40% from their 52-week highs. These aren't perfect stocks, but they're definitely not broken. Let's see why I think these are three investments are ripe for the picking in today's market climate.</p><p><blockquote>本公司之股份<b>快速地</b>（纽约证券交易所代码：FSLY），<b>富波电视</b>（纽约证券交易所代码：FUBO），以及<b>Palantir技术</b>(NYSE：PLTR)均较52周高点下跌至少40%。这些股票并不完美，但绝对没有坏。让我们看看为什么我认为在当今的市场环境下，这三项投资的时机已经成熟。</blockquote></p><p><b>1. Fastly</b></p><p><blockquote><b>1.快速</b></blockquote></p><p>This next-gen content delivery network was rocking until the clock ran out on TikTok last year. Caught on the losing end of a trade war dispute between the U.S. and China late last year, Fastlylost a top accountthat was generating more than 10% of its revenue through the first nine months of last year -- and growing quickly, to boot.</p><p><blockquote>这个下一代内容交付网络一直在摇摆，直到去年TikTok的时钟耗尽。去年年底，Fastly在中美贸易战争端中陷入失败，失去了一个顶级客户，该客户去年前9个月的收入占其收入的10%以上，而且增长迅速。</blockquote></p><p>There is life after TikTok, even if Fastly stock has shed nearly 45% of its value since topping out in October. Growth will slow from last year's 45% burst, but Fastly's guidance calls for decent 29% to 32% top-line growth in 2021. A recent acquisition is helping pad revenue gains, and Fastly's deficit will widen as it invests in new growth initiatives. This is far from a perfect company right now, but there's a lot to like here. Its net retention rate and dollar-based net expansion rate are slipping, but still comfortably over 100%. Fastly is keeping its customers happy, and there's no reason why the market believes that this is a little more than half the company it was five months ago.</p><p><blockquote>尽管Fastly股价自10月份见顶以来已下跌近45%，但TikTok之后仍有生机。增长将较去年45%的增幅放缓，但Fastly的指导评级是2021年营收增长29%至32%。最近的一次收购有助于增加收入，随着Fastly投资于新的增长计划，其赤字将扩大。目前这还远不是一家完美的公司，但这里有很多值得喜欢的地方。其净保留率和以美元计算的净扩张率正在下滑，但仍轻松超过100%。Fastly正在让客户满意，市场没有理由认为这只是五个月前公司的一半多一点。</blockquote></p><p><b>2. fuboTV</b></p><p><blockquote><b>2.fuboTV</b></blockquote></p><p>We're cutting the cord, and live-TV streaming services are there to fill the void that the leading streaming services can't provide when it comes to live network programming. No one is growing faster than fuboTV in this niche, and it's stepping on the accelerator. Pro forma revenue rose 71% in the third quarter, 98% in the fourth quarter, and fuboTV's guidance calls for growth of 98% to 102% for the current quarter.</p><p><blockquote>我们正在切断联系，直播电视流媒体服务将填补领先流媒体服务在直播网络节目方面无法提供的空白。在这个利基市场，没有人比fuboTV增长得更快，而且它正在踩油门。预计第三季度收入增长71%，第四季度增长98%，fuboTV的指导评级为本季度增长98%至102%。</blockquote></p><p>There are just545,000 subscribersright now, but they're a loyal and engaged lot of sports fans. Average revenue per user is up to $69.19 a month -- up 17% over the past year -- and that includes an industry-leading $8.47 a month in ad revenue. Why is this stock trading 49% below its December all-time high?</p><p><blockquote>目前只有545,000名订阅者，但他们是忠实且积极参与的体育迷。每个用户的平均收入高达每月69.19美元，比过去一年增长17%，其中包括行业领先的每月8.47美元的广告收入。为什么该股的交易价格比12月份的历史高点低49%？</blockquote></p><p>This isn't the only game to watch here. A pair of recent acquisitions will lead to a fantasy sports platform for members this summer and a more ambitious online sportsbook offering by the end of the year. If you think fuboTV's painting too rosy an outlook for 2021, keep in mind that it boosted its 2020 year-end guidance three times and it still found a way to come out on top.</p><p><blockquote>这不是这里唯一可以看的比赛。最近的两项收购将在今年夏天为会员带来一个梦幻体育平台，并在今年年底推出一个更雄心勃勃的在线体育博彩产品。如果您认为fuboTV对2021年的前景过于乐观，请记住，它三次上调了2020年年终指引，但仍然找到了脱颖而出的方法。</blockquote></p><p><b>3. Palantir</b></p><p><blockquote><b>3.Palantir</b></blockquote></p><p>Palantir and Fastly may initially seem to have been separated at birth. Both companies grew revenue by 40% in their latest quarter, off from a pace in the mid-40% range for all of 2020 (up 45% for Fastly versus 47% for Palantir). Both stocks were slammed on uninspiring guidance. Palantir istargeting 30% growthfor 2021, roughly the midpoint of Fastly's outlook. Wall Street can be a rough crowd when 30%-ish growth brings out the boo birds.</p><p><blockquote>Palantir和Fastly最初似乎在出生时就分开了。两家公司最近一个季度的收入增长了40%，低于2020年全年40%左右的增速（Fastly增长45%，Palantir增长47%）。这两只股票都因指引平淡而遭受重创。Palantir的目标是2021年增长30%，大致是Fastly前景的中点。当30%左右的增长率引起嘘声时，华尔街可能会成为一群粗暴的人。</blockquote></p><p>Palantir's business model is naturally completely different than Fastly's. It's more ticktock than TikTok. Palantir's speciality is big-data business intelligence. It arms enterprises with actionable analysis from the data it collets. For better or worse more than half of Palantir's business comes from government contracts. It didn't generate a lot of buzz through its first few weeks of trading after last year'sIPO, but it certainly made up for lost time until peaking two months ago. It's been a 44% tumble from January's high. Palantir's valuation may have been overextended earlier this year, but this quality stock has gone from overbought to oversold in a hurry.</p><p><blockquote>Palantir的商业模式自然与Fastly完全不同。它比抖音更抖音。Palantir的专长是大数据商业智能。它从收集的数据中为企业提供可操作的分析。无论好坏，Palantir一半以上的业务来自政府合同。在去年IPO后的头几周交易中，它并没有引起太大的轰动，但它确实弥补了两个月前达到顶峰之前失去的时间。较1月份的高点下跌了44%。Palantir的估值在今年早些时候可能被高估了，但这只优质股票很快就从超买变成了超卖。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/why-wait-for-a-crash-to-buy-these-3-top-stocks-are-already-down-more-than-40-2021-03-18\">nasdaq</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":{"FSLY":"Fastly, Inc.","PLTR":"Palantir Technologies Inc.","FUBO":"fuboTV Inc."},"source_url":"https://www.nasdaq.com/articles/why-wait-for-a-crash-to-buy-these-3-top-stocks-are-already-down-more-than-40-2021-03-18","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163358852","content_text":"Investors love to be opportunistic. You can be sure the next time the market has a significant correction -- or even an inevitable crash -- that battle-tested investors won't flinch at taking advantage of lower prices. What if I told you that a lot of promising growth stocks havealreadycrashed?Shares ofFastly(NYSE: FSLY),fuboTV(NYSE: FUBO), andPalantir Technologies(NYSE: PLTR)have all fallen at least 40% from their 52-week highs. These aren't perfect stocks, but they're definitely not broken. Let's see why I think these are three investments are ripe for the picking in today's market climate.1. FastlyThis next-gen content delivery network was rocking until the clock ran out on TikTok last year. Caught on the losing end of a trade war dispute between the U.S. and China late last year, Fastlylost a top accountthat was generating more than 10% of its revenue through the first nine months of last year -- and growing quickly, to boot.There is life after TikTok, even if Fastly stock has shed nearly 45% of its value since topping out in October. Growth will slow from last year's 45% burst, but Fastly's guidance calls for decent 29% to 32% top-line growth in 2021. A recent acquisition is helping pad revenue gains, and Fastly's deficit will widen as it invests in new growth initiatives. This is far from a perfect company right now, but there's a lot to like here. Its net retention rate and dollar-based net expansion rate are slipping, but still comfortably over 100%. Fastly is keeping its customers happy, and there's no reason why the market believes that this is a little more than half the company it was five months ago.2. fuboTVWe're cutting the cord, and live-TV streaming services are there to fill the void that the leading streaming services can't provide when it comes to live network programming. No one is growing faster than fuboTV in this niche, and it's stepping on the accelerator. Pro forma revenue rose 71% in the third quarter, 98% in the fourth quarter, and fuboTV's guidance calls for growth of 98% to 102% for the current quarter.There are just545,000 subscribersright now, but they're a loyal and engaged lot of sports fans. Average revenue per user is up to $69.19 a month -- up 17% over the past year -- and that includes an industry-leading $8.47 a month in ad revenue. Why is this stock trading 49% below its December all-time high?This isn't the only game to watch here. A pair of recent acquisitions will lead to a fantasy sports platform for members this summer and a more ambitious online sportsbook offering by the end of the year. If you think fuboTV's painting too rosy an outlook for 2021, keep in mind that it boosted its 2020 year-end guidance three times and it still found a way to come out on top.3. PalantirPalantir and Fastly may initially seem to have been separated at birth. Both companies grew revenue by 40% in their latest quarter, off from a pace in the mid-40% range for all of 2020 (up 45% for Fastly versus 47% for Palantir). Both stocks were slammed on uninspiring guidance. Palantir istargeting 30% growthfor 2021, roughly the midpoint of Fastly's outlook. Wall Street can be a rough crowd when 30%-ish growth brings out the boo birds.Palantir's business model is naturally completely different than Fastly's. It's more ticktock than TikTok. Palantir's speciality is big-data business intelligence. It arms enterprises with actionable analysis from the data it collets. For better or worse more than half of Palantir's business comes from government contracts. It didn't generate a lot of buzz through its first few weeks of trading after last year'sIPO, but it certainly made up for lost time until peaking two months ago. It's been a 44% tumble from January's high. Palantir's valuation may have been overextended earlier this year, but this quality stock has gone from overbought to oversold in a hurry.","news_type":1,"symbols_score_info":{"FSLY":0.9,"PLTR":0.9,"FUBO":0.9}},"isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}