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新聞全文>>>https://www.cadence.com/zh_TW/home/company/newsroom/press-releases/pr/2021/cadence-unleashes-clarity-3d-solver-on-the-cloud-for-straightfor.html
🌻風險管理
跌了幾十趴的個股還要繼續抱下去嗎? 去年飆漲的SPAC, 今年還漲的回來嗎?(可以跟下篇一起看).
開始玩成長股後, 我學到最難的一堂課是風險控制. 每個人對風險控制的觀念不一樣, 這跟每個人的心理素質也有關係.
風險管理, 也就是"留得青山在, 不怕沒柴燒".
風險管理:
https://zh.wikipedia.org/wiki/%E9%A3%8E%E9%99%A9%E7%AE%A1%E7%90%86
🌻There Are Too Many Defenseless(無防禦性的) Stocks
(可以的話, 我希望您可以好好讀一下這篇文章. 我希望能夠幫您守住些財富, 減少些損失, 甚至創造些獲利. "Too many", 也就代表了股票沒有稀有性)
The underwriters just created too many stocks. There's too many new companies, too many companies that help you with analytics(分析), too many that offer video, too many data collectors and too many real-time analysis, and too many cybersecurity companies. There's been too many new electric vehicle derivatives, too many cannabis (大麻) plays and way too many new fintechs(金融科技).
The effect? We are now facing a bewildering number of companies that simply do the same things and can't be differentiated (無差異性的) and, frankly, are too hard to understand unless you are deeply involved in the transfer of data from on your premises to the cloud(雲端).
Why does this matter?
Because these stocks are defenseless. They are defenseless against inflation (通膨) because so many of them sell at a multiple to sales and any company that trades as a multiple to sales (指的是以P/S為估值方式, 非傳統的P/E. 軟體公司主要是用P/S) will see its value erode more quickly than any other in this stock market because the company has to graduate from a multiple to sales to a multiple of earnings, or just keep losing money. So many new investors have not experienced real inflation where these kinds of stocks can't be given away.
They are defenseless against an economic boom. I have been reading through countless software as a whatever with a go to market strategy and a huge TAM (total addressable market, 指的是市場大小) to land and expand(指的是雲端公司的商業模式), and my eyes glaze over. Who needs a company with all of those buzzwords that's growing at 27% and losing money when I have plenty of high quality industrials that are growing at 27% and spewing cash to the point the biggest issue is how much should be put to growth versus rewarding shareholders.
They are defenseless against older companies with a balanced policy toward dividends and buybacks, so that supply is mopped up while demand is bolstered by a yield. The land and expanders don't have anything backing them up which makes them vulnerable to sudden shocks down as we have seen.
They are defenseless against insider selling. If capital gains rates are going up, these are the companies with the most vulnerable stocks because so many of the people in these new companies have stocks that are still up substantially from when they got stock so a company with a stock down 30%-40% is vulnerable from scads of insider selling, including secondaries I am now expecting with increasing frequency.
They are defenseless against SPACs. While there are many good SPACs there are too many SPACs with too much stock sloshing around. I keep thinking about that MP Materials (MP) secondary offering in late March, where entities controlled by CEO James Litinsky sold 4.6 million shares of his company in a deal priced at $35. Now it is a small percentage of his holdings and many others involved with the company sold small amounts, too. That's not the point. It's more of a statement: this stock traded at $50. You might have been inclined to buy on the pullback but you would have been massacred as the stock is now at $27. If you have a so-called successful SPAC its success might be measured by how much money you took out of it before its stock fell by 50%. There are hundreds of things and when you consider all of the warrants out there, you know this market is going to be overwhelmed with this stuff.
You aren't going to see these kinds of secondaries at Deere (DE) or Caterpillar (CAT) , that's for certain.
Now there are people out there willing to buy the incredibly almost stupidly risky stocks, people like Cathie Wood, who demonstrated her unflappable conviction to her method of buying stocks that worked when there's scarcity value but there's anything but that now.
Maybe she can take down tens of billions of dollars worth and save the day. I wouldn't count on it. I am sorry to question her stock picking, lord knows she's been amazing. But unless others copy her, we know the stocks she is buying resemble what's not working at all. Maybe someday, but not now.
I try to figure out what the end game for these stocks might be if the economy keeps heating up and inflation accelerates. There's simply not enough money from young people or ETFs based on high growth or Cathie Wood to keep these stocks higher, and there's too much opportunity for the insiders to do what MP did, something that crunched the stock even as it reported a quarter ahead of expectations, which meant something at one point but means absolutely nothing now. Nothing at all.
文章來源: https://realmoney.thestreet.com/jim-cramer/jim-cramer-there-are-too-many-defenseless-stocks-15649142
Picture來源:
https://society6.com/product/boxing-cat_print
The new tech could help with breakthroughs in genomics, single cell transcriptomics and population health.
2020年5月30日撮影
海芝浦駅（うみしばうらえき）
JR東日本 鶴見線（海芝浦支線）
1940年（昭和15年）11月1日に鶴見臨港鉄道の駅として開業。
1943年（昭和18年）7月1日に鶴見臨港鉄道の国有化により鉄道省鶴見線の駅となる。
1971年（昭和46年）3月1日に無人駅となる。
1987年（昭和62年）4月1日に国鉄分割民営化により、東日本旅客鉄道の駅となる。
2000年（平成12年）関東の駅百選に選定される。選定理由は、「近くに鶴見つばさ橋、遠くに横浜ベイブリッジを望むことのできる景観抜群な海に一番近い駅」であることから。
2002年（平成14年）3月22日にICカード「Suica」供用開始。
2016年（平成28年）9月30日に自動券売機での切符の販売、ICカードへのチャージ等を終了。
2008年度の1日平均乗車人員は3,250人である。無人駅のため、2009年度以降の乗車人員は公表していない。
東芝エネルギーシステムズ京浜事業所の敷地内にあり、駅の出口はそのまま工場の門になっている。駅舎も東芝エネルギーシステムズの建物の一部である。駅がある埋立地は全体が業務区域としての東芝エネルギーシステムズの敷地。
会社より認められた関係者でないと、事業所の構内に入る事ができない。
駅ホームが直接海（田辺運河）に面しているという特徴があり、ホーム内に隣接して「海芝公園」が併設されている。
海芝公園（うみしばこうえん）は、海芝浦駅に隣接する私設公園。東芝が当駅の待合客に憩いの場を提供したいとの考えから、東芝エネルギーシステムズ京浜事業所が敷地の一部を整備し「海芝公園」と名づけ運営・管理し、一般客に開放している。1995年（平成7年）5月に開園。2006年現在、入園無料、開園時間は9時 - 20時30分。ただし、元日は初日の出を拝む客のために、始発電車の到着時に開園する。
Umi-Shibaura Station
JR East Tsurumi Line (Umi-Shibaura Branch Line)
Opened on November 1, 1940.
It becomes unstaffed station station on March 1, 1971.
It was selected as one of the 100 best stations in Kanto in 2000.
The average daily number of passengers in 2008 was 3,250. Since it is an unmanned station, passenger numbers since 2009 have not been announced.
The station is located on the premises of Toshiba Energy Systems Keihin Office, and the exit of the station is the gate of the factory. The station building is also part of the Toshiba Energy Systems building.
∙ Only the persons authorized by the company can enter the premises of the office.
There is a feature that the station platform directly faces the sea, and "Umishiba Park" is adjoined inside the platform.
海芝浦站
JR東日本 鶴見線（海芝浦支線）
1940年11月1日開業。
1971年3月1日成為無人站。
它於2000年被選為關東100個最佳車站之一。
2008年的每日平均乘客人數為3,250。 由於這是一個無人值守站，因此尚未宣布2009年以來的乘客人數。
該站位於東芝能源系統京濱辦事處的所在地，站的出口是工廠的大門。 車站大樓也是東芝能源系統大樓的一部分。
∙只有公司授權的人員可以進入辦公室。
站台的一個特點是直接面對海，而“ 海芝公園”毗鄰該站台。
海芝浦站
JR东日本 鹤见线（海芝浦支线）
1940年11月1日开业。
1971年3月1日成为无人站。
它于2000年被选为关东100个最佳车站之一。
2008年的每日平均乘客人数为3,250。由于这是一个无人值守站，因此尚未宣布2009年以来的乘客人数。
该站位于东芝能源系统京滨办事处的所在地，站的出口是工厂的大门。车站大楼也是东芝能源系统大楼的一部分。
∙只有公司授权的人员可以进入办公室。
站台的一个特点是直接面对海，而“ 海芝公园”毗邻该站台。
우미시바우라 역
JR 히가시 니혼 쓰 루미 선
1940 년 11 월 1 일에 개업.
1971 년 3 월 1 일에 무인 역이다.
2000 년 관동의 역 백선에 선정됐다.
2008 년도 1 일 평균 승차 인원은 3,250 명. 무인 역을 위해 2009 년도 이후의 승차 인원은 공개하지 않았다.
역은 도시바 에너지 시스템 케힌 사업소 부지 내에있어, 역 출구는 그대로 공장의 문이있다.
승강장이 직접 바다에 접해 있다는 특징이 있으며, 홈에 인접 해 "바다 시바 공원'가 병설되어있다.
2020年1月5日撮影
八戸駅（はちのへえき）
JR東日本・八戸線 青い森鉄道・青い森鉄道線
地上駅で、橋上駅舎を有し、2社で駅舎を共有する。新幹線部分はJR東日本が所有・管理している。一方、在来線部分は青森県が所有し、青い森鉄道が管理・駅業務を実施するが、JR東日本（八戸線）と共同使用する。
八戸市中心市街地から西に5kmの環境にある。路線バスの10分間隔共同運行が確保されている。
1891年（明治24年）9月1日に日本鉄道青森線（のちに東北本線に改称）の尻内駅（しりうちえき）として開業。
1906年（明治39年）11月1日に日本鉄道が国有化、官設鉄道の駅となる。
1949年（昭和24年）6月1日に公共企業体日本国有鉄道の発足により、その所属となる。
1971年（昭和46年）4月1日に八戸駅（2代目）に改称。先んじて2月1日に八戸駅（初代）は本八戸駅に改称された。
1987年（昭和62年）4月1日に国鉄分割民営化によりJR東日本・JR貨物の駅となる。
2002年（平成14年）7月1日に新駅舎部分供用開始。東西移動自由化。
同年12月1日に東北新幹線が当駅まで延伸開業。同時に東北本線目時駅 - 当駅間は青い森鉄道に経営移管され、同社との共同使用駅となる。
2010年（平成22年）12月4日に東北新幹線が新青森駅まで延伸開業。これに伴い東北本線当駅 - 青森駅間および当駅の在来線構内は青い森鉄道移管（ただし、JR東日本が設置した在来線自動改札機は存置）。新幹線乗換口休止。所属路線が東北本線から東北新幹線に変更となる。
青い森鉄道の2016年度（平成28年度）の1日平均乗車人員は1,158人。
JR東日本の2018年度（平成30年度）の1日平均乗車人員は4,505人で、青森県内の駅では青森駅、弘前駅に次いで第3位である。また、このうち新幹線の1日平均乗車人員は3,481人。
Hachinohe Station
JR East / Hachinohe Line. Aoimori Railway / Aoimori Railway Line
It is located 5km west of Hachinohe city center.
Opened September 1, 1891.
The new station building started operation on July 1, 2002.
On December 1 of the same year, the Tohoku Shinkansen was extended to this station and opened. At the same time, Tohoku Main Line Metoki Station-this station will be transferred to Aoimori Railway , and will be used jointly with the company.
On December 4, 2010, Tohoku Shinkansen extended to Shin-Aomori Station. As a result, the area between the Tohoku Main Line Station and Aomori Station and the premises of the conventional line at this station will be transferred to Aoimori Railway.
Aoimori Railway had an average daily crew of 1,158 passengers in FY2016.
JR East's average daily passenger count in FY2018 was 4,505, ranking third after Aomori and Hirosaki stations in Aomori Prefecture. The average number of passengers on the Shinkansen daily is 3,481.
八戶站
JR東/八戶線 青森鐵路/青森鐵路線
它位於八戶市市中心以西5公里處。
1891年9月1日開業。
新的車站大樓於2002年7月1日開始運營。
同年12月1日，東北新幹線擴展到該站並開放。
2010年12月4日，東北新幹線擴展到新青森站。 結果，東北本線站和青森站之間的區域以及該站的常規線路的場所將被轉移到青森鐵路。
青森鐵路在2016財年平均每天有1,158名乘客。
JR東日本2018財年的日均載客量為4,505，僅次於青森縣的青森和弘前車站。 新幹線每天的平均乘客人數為3,481。
八户站
JR东/八户线 青森铁路/青森铁路线
它位于八户市市中心以西5公里处。
1891年9月1日开业。
新的车站大楼于2002年7月1日开始运营。
同年12月1日，东北新干线扩展到该站并开放。
2010年12月4日，东北新干线扩展到新青森站。结果，东北本线站和青森站之间的区域以及该站的常规线路的场所将被转移到青森铁路。
青森铁路在2016财年平均每天有1,158名乘客。
JR东日本2018财年的日均载客量为4,505，仅次于青森县的青森和弘前车站。新干线每天的平均乘客人数为3,481。
하치노헤 역
JR 동일본 · 하치노헤 선 아오이모리 철도 · 아오이모리 철도 선
하치노헤시 중심 시가지에서 서쪽으로 5km의 환경에있다. 노선 버스 10 분 간격 공동 운행이 확보되어있다.
1891 년 9 월 1 일에 개업.
2002 년 7 월 1 일에 새로운 역사 부분 공용 개시.
같은 해 12 월 1 일에 도호쿠 신칸센이 당역까지 연신 개업.
2010 년 12 월 4 일에 도호쿠 신칸센이 신 아오모리 역까지 연신 개업. 이에 따라 도호쿠 본선 당역 - 아오모리 역 사이 및 当駅 재래선 캠퍼스는 아오이 모리 철도로 이관.
아오이 모리 철도의 2016 년도 1 일 평균 승차 인원은 1,158 명.
JR 동일본의 2018 년도 1 일 평균 승차 인원은 4,505 명으로 아오모리 현 역에서 아오모리 역 히로사키 역에 이어 3 위이다. 또한이 중 신칸센의 1 일 평균 승차 인원은 3,481 명.
Matcha Cream Pan roasted tea cream bread
Ekimarushe Shin-Osaka
JR Shin-Osaka Station premises
Souvenir can not buy only here
抹茶くりーむパン ほうじ茶くりーむパン エキマルシェ新大阪 JR新大阪駅構内のお土産ここでしか買えない
https://youtu.be/VZ72ceQPYIs
この動画は YouTube 動画エディタ（http://www.youtube.com/editor）で作成しました
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The company is relocating to new premises. 該公司要搬到新廠址去。 There is no smoking allowed anywhere on school premises. 校區內任何地方都禁止 ... ... <看更多>
company premises 在 company premises - Linguee | 中英词典（更多其他语言） 的相關結果
大量翻译例句关于"company premises" – 英中词典以及8百万条中文译文例句搜索。 ... <看更多>