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mwlim1992

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2022-07-12

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2022-04-15

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2021-12-14

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Palantir Remains an Enigma for Wall Street

2021-11-28

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3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond

2021-11-26

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2021-11-22

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3 Top Chip Stocks Ready for Bull Runs

2021-11-15

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2021-10-16

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3 5G Stocks to Buy in October

2021-09-27

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Want $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks

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07:50","market":"us","language":"en","title":"Palantir Remains an Enigma for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1184953093","media":"InvestorPlace","summary":"PLTR stock is trading in the teens for only the second time in 2021","content":"<p>Investors in&nbsp;<b>PalantirTechnologies</b>(NYSE:<b><u>PLTR</u></b>) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.</p>\n<p>However, the earliest investors in Palantir are still sitting pretty. PLTR stock&nbsp;went public in September 2020&nbsp;via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the&nbsp;past 14 months.</p>\n<p>I happened to&nbsp;read a November article&nbsp;in&nbsp;<i>Fortune</i>&nbsp;about&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its&nbsp;core business.</p>\n<p>Here’s my take on this hypothesis.</p>\n<p><b>My Take on Palantir’s SPAC Investments</b></p>\n<p><i>Fortune</i>&nbsp;spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.</p>\n<blockquote>\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n <i>Fortune</i>. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n</blockquote>\n<p>Another analyst mentioned in&nbsp;<i>Fortune’s</i>&nbsp;story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.</p>\n<p>According to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.</p>\n<p>As I stated in&nbsp;my November article&nbsp;about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.</p>\n<p>However, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.</p>\n<p>But don’t take my word for it. I would&nbsp;read the&nbsp;<i>Fortune</i>&nbsp;article&nbsp;and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.</p>\n<p><b>Palantir Zigs When Others Zag</b></p>\n<p>There is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.</p>\n<p>As I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.</p>\n<p>In May, I took issue with Palantir CEO Alex Karp’s&nbsp;billion-dollar compensation&nbsp;in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”</p>\n<p>That said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.</p>\n<p><b>The Bottom Line on PLTR Stock</b></p>\n<p>By the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.</p>\n<p>As I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is&nbsp;$17.06&nbsp;on May 11.</p>\n<p>If you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Remains an Enigma for Wall Street</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Remains an Enigma for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late...</p>\n\n<a href=\"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184953093","content_text":"Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.\nHowever, the earliest investors in Palantir are still sitting pretty. PLTR stock went public in September 2020 via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the past 14 months.\nI happened to read a November article in Fortune about Palantir Technologies(NYSE:PLTR) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its core business.\nHere’s my take on this hypothesis.\nMy Take on Palantir’s SPAC Investments\nFortune spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.\n\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n Fortune. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n\nAnother analyst mentioned in Fortune’s story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.\nAccording to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.\nAs I stated in my November article about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.\nHowever, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.\nBut don’t take my word for it. I would read the Fortune article and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.\nPalantir Zigs When Others Zag\nThere is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.\nAs I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.\nIn May, I took issue with Palantir CEO Alex Karp’s billion-dollar compensation in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”\nThat said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.\nThe Bottom Line on PLTR Stock\nBy the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.\nAs I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is $17.06 on May 11.\nIf you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600103555,"gmtCreate":1638078284994,"gmtModify":1638078284994,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600103555","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","pubTimestamp":1638064282,"share":"https://www.laohu8.com/m/news/1183215653?lang=&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p>\n<p>Three top SaaS stocks that investors should consider today are&nbsp;<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>,&nbsp;<a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p>\n<p><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p>\n<p>This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p>\n<p>According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only&nbsp;<b>Amazon</b>, and ahead of even huge retailers like&nbsp;<b>Walmart</b>&nbsp;or marketplace operators like&nbsp;<b>eBay.</b></p>\n<p>While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p>\n<p>Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p>\n<p><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p>\n<p>Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p>\n<p>Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p>\n<p>Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p>\n<p><b>Autodesk</b>&nbsp;(NASDAQ:ADSK)&nbsp;competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p>\n<p>With a large growth runway ahead, Procore is a great SaaS stock for the future.</p>\n<p><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p>\n<p>If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p>\n<p>Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p>\n<p>Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p>\n<p>Twilio shows no signs of slowing down and investors should take note.</p>\n<p>With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p>\n<p><img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</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 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","SHOP":"Shopify Inc","PCOR":"Procore Technologies"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877150942,"gmtCreate":1637901349451,"gmtModify":1637901349451,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877150942","repostId":"2185354679","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872487253,"gmtCreate":1637561038496,"gmtModify":1637561038496,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice[Miser]&nbsp;","listText":"Nice[Miser]&nbsp;","text":"Nice[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872487253","repostId":"2184782893","repostType":4,"repost":{"id":"2184782893","pubTimestamp":1637464884,"share":"https://www.laohu8.com/m/news/2184782893?lang=&edition=full","pubTime":"2021-11-21 11:21","market":"us","language":"en","title":"3 Top Chip Stocks Ready for Bull Runs","url":"https://stock-news.laohu8.com/highlight/detail?id=2184782893","media":"Motley Fool","summary":"ASML, UMC, and Micron could all still have a lot of upside potential.","content":"<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.</p>\n<p>Today, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.</p>\n<h2>1. ASML</h2>\n<p><b>ASML Holding</b> (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.</p>\n<p>The world's most advanced chip foundries -- including <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), <b>Samsung</b>, and <b>Intel</b> (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.</p>\n<p>ASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.</p>\n<p>ASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.</p>\n<h2>2. UMC</h2>\n<p>ASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival <b>United Microelectronics</b> (NYSE:UMC) is a more underrated play on the same trend.</p>\n<p>Unlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like <b>Advanced Micro Devices</b> and<b> Apple</b> -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.</p>\n<p>These chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.</p>\n<p>UMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.</p>\n<p>UMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.</p>\n<h2>3. Micron</h2>\n<p>Lastly, I believe <b>Micron Technology </b>(NASDAQ:MU) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.</p>\n<p>Micron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.</p>\n<p>Micron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.</p>\n<p>Nonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.</p>","source":"fool_stock","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 Top Chip Stocks Ready for Bull Runs</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Top Chip Stocks Ready for Bull Runs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","MU":"美光科技","03145":"华夏亚洲高息股","TSM":"台积电","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","ASML":"阿斯麦","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","UMC":"联电","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4527":"明星科技股","INTC":"英特尔","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","03165":"华夏欧优股对冲","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184782893","content_text":"The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.\nToday, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.\n1. ASML\nASML Holding (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.\nThe world's most advanced chip foundries -- including Taiwan Semiconductor Manufacturing (NYSE:TSM), Samsung, and Intel (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.\nASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.\nASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.\n2. UMC\nASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival United Microelectronics (NYSE:UMC) is a more underrated play on the same trend.\nUnlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like Advanced Micro Devices and Apple -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.\nThese chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.\nUMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.\nUMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.\n3. Micron\nLastly, I believe Micron Technology (NASDAQ:MU) -- one of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.\nMicron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.\nMicron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.\nNonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873271201,"gmtCreate":1636953961389,"gmtModify":1636953961389,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873271201","repostId":"2183464920","repostType":4,"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827001611,"gmtCreate":1634362166017,"gmtModify":1634362166088,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827001611","repostId":"2175117376","repostType":4,"repost":{"id":"2175117376","pubTimestamp":1634303296,"share":"https://www.laohu8.com/m/news/2175117376?lang=&edition=full","pubTime":"2021-10-15 21:08","market":"us","language":"en","title":"3 5G Stocks to Buy in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2175117376","media":"Motley Fool","summary":"From memory chips to mobile gaming, these three companies will benefit from growing demand for all things 5G.","content":"<p>The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.</p>\n<p>Here's why I believe <b>Apple</b> (NASDAQ:AAPL), <b>Micron Technology</b>&nbsp;(NASDAQ:MU), and <b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a></b> (NASDAQ:ZNGA) are no-brainer buys right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646511%2F5g-cell-tower.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Apple: The top brand benefiting from 5G upgrades</h2>\n<p>Apple is probably the safest stock to invest in 5G that still offers decent return potential. While Apple might look somewhat expensive at a price-to-earnings ratio of 27, analysts have been underestimating the iPhone maker for years. The stock has delivered multibagger returns over the last decade even though the brand was just as well known in 2011 as it is today.</p>\n<p>Wait times for the newest iPhones are reported to be the longest in at least four years at more than four weeks. While Wall Street tries to figure out whether it's genuine demand or supply shortages creating the delays, the only thing that matters is that the 5G upgrade cycle is definitely here, and it's going to lead to more revenue growth for Apple over the next few years.</p>\n<p>Apple started the year with an installed base of 1.65 billion devices worldwide, a new record.&nbsp;The introduction of 5G on the iPhone 12 drove strong revenue performance a year ago. Through the first three quarters of fiscal 2021&nbsp; (through June), iPhone sales were up 37.5% year over year. The new iPhone 13 should pull in users that skipped last year's upgrade, especially once people get a look at the smoothness of the new screens on the Pro models.</p>\n<p>The iPhone is the flywheel product for Apple, since strong sales tend to spill over to other products and services. All said, Apple is looking at a profitable stretch of growth and is a good bet for investors.</p>\n<h2>Micron Technology: A top provider of essential mobile hardware</h2>\n<p>Micron is a leading supplier of dynamic random-access memory (DRAM), non-volatile memory (NAND), and NOR flash memory and storage products that are used in consumer PCs, data centers, and by some of the leading smartphone manufacturers. Long-term demand trends in the data center and 5G markets are driving a strong growth phase for the company, with revenue up 29% in fiscal 2021, which ended in September.</p>\n<p>Micron's mobile business unit grew 26% in fiscal 2021 and accounted for slightly more than a quarter of its total revenue. Management is anticipating another strong year of growth, as 5G phones contain significantly more memory capacity than 4G phones.</p>\n<p>Micron has supplied products for iPhones in the past, but a recent teardown of the iPhone 13 revealed that Apple chose to use chips from Micron competitors SK Hynix and Kioxia this time around. This isn't a problem for Micron, though, since the smartphone market is much bigger than Apple, with 5G smartphone sales expected to reach 500 million units this year.</p>\n<p>Given the growth Micron is seeing across the data center, mobile, automotive, and industrial markets, the stock looks particularly attractive at a forward P/E of just 7.2. Throw in a small quarterly dividend of $0.10 per share (yielding about 0.15% at the current stock price),&nbsp;and investors are looking at one cheap stock to invest in the&nbsp;5G growth cycle.</p>\n<h2>Zynga: A fast-growing mobile game producer</h2>\n<p>It's not just hardware suppliers that will benefit from 5G. People who play mobile games will see significant benefits, such as faster downloads, from the technology and Zynga is the company behind several popular mobile games, including <i>FarmVille</i>, <i>Merge Magic!</i>, <i>Empires &amp; Puzzles</i>, and <i>Words With Friends</i>.&nbsp;The stock has delivered a return of 150% over the last five years, and the era of 5G could significantly boost player engagement and growth for this company.</p>\n<p>Players using 5G devices will be able to download games with large file sizes much faster while away from their home Wi-Fi network, which could increase player engagement. 5G speeds will also bring major benefits to online multiplayer games, such as Zynga's <i>CSR Racing</i>.&nbsp;Overall, games will look better and play faster.</p>\n<p>Management estimates that investments in international growth, cross-platform play, launching hyper-casual games, and mobile advertising put the company's long-term addressable market at $240 billion.&nbsp;Zynga generated just $2.5 billion in revenue over the last four quarters,&nbsp;with second-quarter bookings up a robust 37% year over year.</p>\n<p>However, market participants are concerned about slowing growth in the near term, as Zynga numbers come up against high growth during the earlier days of the pandemic. As a result, the stock is down about 31% over the last few months.&nbsp;Given that mobile gaming is already the fastest-growing segment in the $175 billion video game industry,&nbsp;an investment in Zynga at the beginning of the 5G upgrade cycle could lead to stellar returns for investors over the next five years.</p>","source":"fool_stock","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 5G Stocks to Buy in October</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 5G Stocks to Buy in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 21:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.\nHere's why I believe Apple (NASDAQ:AAPL), Micron Technology...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MU":"美光科技","ZNGA":"Zynga"},"source_url":"https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175117376","content_text":"The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.\nHere's why I believe Apple (NASDAQ:AAPL), Micron Technology (NASDAQ:MU), and Zynga (NASDAQ:ZNGA) are no-brainer buys right now.\nImage source: Getty Images.\nApple: The top brand benefiting from 5G upgrades\nApple is probably the safest stock to invest in 5G that still offers decent return potential. While Apple might look somewhat expensive at a price-to-earnings ratio of 27, analysts have been underestimating the iPhone maker for years. The stock has delivered multibagger returns over the last decade even though the brand was just as well known in 2011 as it is today.\nWait times for the newest iPhones are reported to be the longest in at least four years at more than four weeks. While Wall Street tries to figure out whether it's genuine demand or supply shortages creating the delays, the only thing that matters is that the 5G upgrade cycle is definitely here, and it's going to lead to more revenue growth for Apple over the next few years.\nApple started the year with an installed base of 1.65 billion devices worldwide, a new record. The introduction of 5G on the iPhone 12 drove strong revenue performance a year ago. Through the first three quarters of fiscal 2021  (through June), iPhone sales were up 37.5% year over year. The new iPhone 13 should pull in users that skipped last year's upgrade, especially once people get a look at the smoothness of the new screens on the Pro models.\nThe iPhone is the flywheel product for Apple, since strong sales tend to spill over to other products and services. All said, Apple is looking at a profitable stretch of growth and is a good bet for investors.\nMicron Technology: A top provider of essential mobile hardware\nMicron is a leading supplier of dynamic random-access memory (DRAM), non-volatile memory (NAND), and NOR flash memory and storage products that are used in consumer PCs, data centers, and by some of the leading smartphone manufacturers. Long-term demand trends in the data center and 5G markets are driving a strong growth phase for the company, with revenue up 29% in fiscal 2021, which ended in September.\nMicron's mobile business unit grew 26% in fiscal 2021 and accounted for slightly more than a quarter of its total revenue. Management is anticipating another strong year of growth, as 5G phones contain significantly more memory capacity than 4G phones.\nMicron has supplied products for iPhones in the past, but a recent teardown of the iPhone 13 revealed that Apple chose to use chips from Micron competitors SK Hynix and Kioxia this time around. This isn't a problem for Micron, though, since the smartphone market is much bigger than Apple, with 5G smartphone sales expected to reach 500 million units this year.\nGiven the growth Micron is seeing across the data center, mobile, automotive, and industrial markets, the stock looks particularly attractive at a forward P/E of just 7.2. Throw in a small quarterly dividend of $0.10 per share (yielding about 0.15% at the current stock price), and investors are looking at one cheap stock to invest in the 5G growth cycle.\nZynga: A fast-growing mobile game producer\nIt's not just hardware suppliers that will benefit from 5G. People who play mobile games will see significant benefits, such as faster downloads, from the technology and Zynga is the company behind several popular mobile games, including FarmVille, Merge Magic!, Empires & Puzzles, and Words With Friends. The stock has delivered a return of 150% over the last five years, and the era of 5G could significantly boost player engagement and growth for this company.\nPlayers using 5G devices will be able to download games with large file sizes much faster while away from their home Wi-Fi network, which could increase player engagement. 5G speeds will also bring major benefits to online multiplayer games, such as Zynga's CSR Racing. Overall, games will look better and play faster.\nManagement estimates that investments in international growth, cross-platform play, launching hyper-casual games, and mobile advertising put the company's long-term addressable market at $240 billion. Zynga generated just $2.5 billion in revenue over the last four quarters, with second-quarter bookings up a robust 37% year over year.\nHowever, market participants are concerned about slowing growth in the near term, as Zynga numbers come up against high growth during the earlier days of the pandemic. As a result, the stock is down about 31% over the last few months. Given that mobile gaming is already the fastest-growing segment in the $175 billion video game industry, an investment in Zynga at the beginning of the 5G upgrade cycle could lead to stellar returns for investors over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866081601,"gmtCreate":1632712142903,"gmtModify":1632798367468,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice&nbsp;[开心]&nbsp;","listText":"Nice&nbsp;[开心]&nbsp;","text":"Nice [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866081601","repostId":"2170865614","repostType":4,"repost":{"id":"2170865614","pubTimestamp":1632627330,"share":"https://www.laohu8.com/m/news/2170865614?lang=&edition=full","pubTime":"2021-09-26 11:35","market":"us","language":"en","title":"Want $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2170865614","media":"Motley Fool","summary":"These ultra-high-yield dividend stocks sport an average yield of 9.53%.","content":"<p>While there is no shortage of strategies that are effective moneymakers on Wall Street, buying dividend stocks has been a particularly smart method to build wealth.</p>\n<p>In 2013, the J.P. Morgan Asset Management division of <b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a></b> released a report examining the average annual return of companies that initiated and grew their dividend between 1972 and 2012, as compared with publicly traded companies that didn't pay a dividend over the same period. The difference in average annual return was night and day. Dividend stocks averaged a 9.5% annual return over the four decades, whereas the stocks that didn't pay dividends delivered a paltry annualized return of 1.6%.</p>\n<p>The biggest dilemma income investors encounter is wanting the highest yield possible with the least amount of risk. Unfortunately, once you reach the high-yield space (4% and up), yield and risk tend to be correlated.</p>\n<p>But that doesn't mean all high-yield dividend stocks are bad news. If you wanted to sit back and collect $1,500 in quarterly dividend income, you could do so by putting up an initial investment of $63,000 and splitting it evenly among the following four stocks, which sport an average yield of 9.53%.</p>\n<h2><a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> Products Partners: 8.36% yield</h2>\n<p>If there's such a thing as a premier ultra-high-yield dividend stock in the energy space, its master limited partnership <b><a href=\"https://laohu8.com/S/EFSC\">Enterprise</a> Products Partners</b> (NYSE:EPD). Its nearly 8.4% yield is, amazingly, the lowest on this list. However, the company has increased its base annual payout for 22 consecutive years, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the safest ultra-high-yield stocks on the planet.</p>\n<p>For most income investors, the ideas of \"safe\" and \"oil stock\" probably don't belong in the same sentence. Last year's historic demand drawdown for crude oil turned the upstream drillers on their heads. But Enterprise Products Partners was insulated from this chaos thanks to its role as a midstream company.</p>\n<p>According to the company, it operates more than 50,000 miles of oil, natural gas, and natural gas liquid pipelines throughout the U.S., as well as 14 billion cubic feet of natural gas storage. The beauty of Enterprise Products' operating model is its highly transparent take-or-pay contracts. With most of its transmission and storage services spoken for in advance, management is able to outlay capital for new projects without any surprises. This allows for infrastructure advancements and long-term cash flow expansion.</p>\n<p>If you need further evidence that Enterprise Products Partners is rock-solid, take a closer look at its distribution coverage ratio. During the worst of the pandemic, it didn't drop below 1.6 (any figure below 1 would signify an unsustainable payout). Slow and steady growth makes Enterprise Products <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the finest income stocks to own.</p>\n<h2>AGNC Investment: 8.99% yield</h2>\n<p>For those of you who simply can't wait to get your hands on that dividend income, let me introduce you to <b>AGNC Investment </b>(NASDAQ:AGNC). AGNC is a mortgage real estate investment trust (REIT) that pays out its dividend monthly: $0.12 per month, equating to a $1.44 base annual payout. It currently yields about 9%, but has averaged a double-digit yield in 11 of the past 12 years.</p>\n<p>A mortgage REIT is a company that borrows money at lower short-term lending rates with the intent to use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). The difference between this average long-term yield and short-term borrowing rate is known as the net interest margin. And, as you might guess, the wider this margin, the more profit potential for AGNC and other mortgage REITs.</p>\n<p>What makes AGNC so intriguing is that we've entered the sweet spot where mortgage REITs thrive. Looking back at multiple economic recoveries from a recession, it's normal for the yield curve to steepen. This describes a situation where long-term bond yields rise while short-term bond yields fall or flatten. A steepening yield curve coupled with transparently laid-out monetary policy from the Federal Reserve is usually a recipe for net interest margin expansion for the mortgage REIT industry.</p>\n<p>With share price appreciation potential and a 9% yield to boot, AGNC Investment is an income investor's dream come true.</p>\n<h2>Antero Midstream: 9.15% yield</h2>\n<p>Though Enterprise Products Partners is the king of the hill among safe, ultra-high-yield energy companies, <b>Antero Midstream</b> (NYSE:AM) is a very respectable second fiddle on this list. This midstream operator is yielding nearly 9.2% and has a strong track record of returning most of its cash flow to shareholders in the form of a dividend.</p>\n<p>Unlike Enterprise Products, Antero was forced to reduce its distribution earlier this year. Its quarterly payout declined 27% to $0.225 from $0.308. However, it wasn't the pandemic that coerced this move. Parent company <b><a href=\"https://laohu8.com/S/AR\">Antero Resources</a></b> (NYSE:AR) is upping its natural gas drilling on Antero Midstream's dedicated acreage. In other words, Antero Midstream has reallocated some of the capital it would normally have paid out via dividends to boost its capital budget and beef up its transmission and storage infrastructure. Curtailing the dividend now and upping its 2021 infrastructure spending is expected to add $400 million in incremental free cash flow for Antero Midstream through 2025.</p>\n<p>What's more, Antero Midstream had been actively repurchasing its stock prior to parent Antero Resources announcing its intent to boost natural gas production. Antero Midstream has since put this buyback program on the back burner, but nevertheless extended the remaining $150 million in repurchase capacity through the end of 2023. It looks as if shareholders are going to benefit from increased transmission/storage needs, higher cash flow, <i>and</i> an eventual resumption of this buyback program.</p>\n<h2><a href=\"https://laohu8.com/S/IVR\">Invesco Mortgage Capital</a>: 11.61% yield</h2>\n<p>Saving the highest yield for last, we have mortgage REIT <b><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> Mortgage Capital</b> (NYSE:IVR). Reinvesting your payouts with an 11.6% yield would double your initial investment in roughly six years.</p>\n<p>Last year, Invesco found itself in some deep trouble, and the company's pulverized share price shows it. The company had a slew of commercial MBS and credit-risk transfer assets in its portfolio that were non-agency. A non-agency asset isn't backed by the federal government in the event of default. Not having this protection does boost the yield that mortgage REITs receive. Unfortunately, a steep recession, such as the one experienced during the pandemic, caused a wave of defaults that REITs simply couldn't handle.</p>\n<p>The good news is that management appears to have learned its lesson. Invesco Mortgage has almost exclusively been purchasing residential agency MBS&nbsp;for its portfolio. Although agency assets sport lower yields than non-agency assets, this added protection allows Invesco to use leverage to increase its profit potential.</p>\n<p>And, as I noted with AGNC, economic recoveries are generally a positive thing for mortgage REITs. In the second quarter, Invesco Mortgage Capital's average net interest margin expanded by 32 basis points to 2.12% from 1.8% in the sequential first quarter.</p>\n<p>The ride will likely be bumpier with Invesco, compared with AGNC, given its 2020 miscues and its ongoing shift into agency MBS. But with management focused on agency assets, Invesco's ultra-high-yield payout can be trusted&nbsp;once more.</p>","source":"fool_stock","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>Want $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWant $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/25/want-1500-quarterly-dividend-income-invest-63000/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While there is no shortage of strategies that are effective moneymakers on Wall Street, buying dividend stocks has been a particularly smart method to build wealth.\nIn 2013, the J.P. Morgan Asset ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/25/want-1500-quarterly-dividend-income-invest-63000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/09/25/want-1500-quarterly-dividend-income-invest-63000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170865614","content_text":"While there is no shortage of strategies that are effective moneymakers on Wall Street, buying dividend stocks has been a particularly smart method to build wealth.\nIn 2013, the J.P. Morgan Asset Management division of JPMorgan Chase released a report examining the average annual return of companies that initiated and grew their dividend between 1972 and 2012, as compared with publicly traded companies that didn't pay a dividend over the same period. The difference in average annual return was night and day. Dividend stocks averaged a 9.5% annual return over the four decades, whereas the stocks that didn't pay dividends delivered a paltry annualized return of 1.6%.\nThe biggest dilemma income investors encounter is wanting the highest yield possible with the least amount of risk. Unfortunately, once you reach the high-yield space (4% and up), yield and risk tend to be correlated.\nBut that doesn't mean all high-yield dividend stocks are bad news. If you wanted to sit back and collect $1,500 in quarterly dividend income, you could do so by putting up an initial investment of $63,000 and splitting it evenly among the following four stocks, which sport an average yield of 9.53%.\nEnterprise Products Partners: 8.36% yield\nIf there's such a thing as a premier ultra-high-yield dividend stock in the energy space, its master limited partnership Enterprise Products Partners (NYSE:EPD). Its nearly 8.4% yield is, amazingly, the lowest on this list. However, the company has increased its base annual payout for 22 consecutive years, making it one of the safest ultra-high-yield stocks on the planet.\nFor most income investors, the ideas of \"safe\" and \"oil stock\" probably don't belong in the same sentence. Last year's historic demand drawdown for crude oil turned the upstream drillers on their heads. But Enterprise Products Partners was insulated from this chaos thanks to its role as a midstream company.\nAccording to the company, it operates more than 50,000 miles of oil, natural gas, and natural gas liquid pipelines throughout the U.S., as well as 14 billion cubic feet of natural gas storage. The beauty of Enterprise Products' operating model is its highly transparent take-or-pay contracts. With most of its transmission and storage services spoken for in advance, management is able to outlay capital for new projects without any surprises. This allows for infrastructure advancements and long-term cash flow expansion.\nIf you need further evidence that Enterprise Products Partners is rock-solid, take a closer look at its distribution coverage ratio. During the worst of the pandemic, it didn't drop below 1.6 (any figure below 1 would signify an unsustainable payout). Slow and steady growth makes Enterprise Products one of the finest income stocks to own.\nAGNC Investment: 8.99% yield\nFor those of you who simply can't wait to get your hands on that dividend income, let me introduce you to AGNC Investment (NASDAQ:AGNC). AGNC is a mortgage real estate investment trust (REIT) that pays out its dividend monthly: $0.12 per month, equating to a $1.44 base annual payout. It currently yields about 9%, but has averaged a double-digit yield in 11 of the past 12 years.\nA mortgage REIT is a company that borrows money at lower short-term lending rates with the intent to use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). The difference between this average long-term yield and short-term borrowing rate is known as the net interest margin. And, as you might guess, the wider this margin, the more profit potential for AGNC and other mortgage REITs.\nWhat makes AGNC so intriguing is that we've entered the sweet spot where mortgage REITs thrive. Looking back at multiple economic recoveries from a recession, it's normal for the yield curve to steepen. This describes a situation where long-term bond yields rise while short-term bond yields fall or flatten. A steepening yield curve coupled with transparently laid-out monetary policy from the Federal Reserve is usually a recipe for net interest margin expansion for the mortgage REIT industry.\nWith share price appreciation potential and a 9% yield to boot, AGNC Investment is an income investor's dream come true.\nAntero Midstream: 9.15% yield\nThough Enterprise Products Partners is the king of the hill among safe, ultra-high-yield energy companies, Antero Midstream (NYSE:AM) is a very respectable second fiddle on this list. This midstream operator is yielding nearly 9.2% and has a strong track record of returning most of its cash flow to shareholders in the form of a dividend.\nUnlike Enterprise Products, Antero was forced to reduce its distribution earlier this year. Its quarterly payout declined 27% to $0.225 from $0.308. However, it wasn't the pandemic that coerced this move. Parent company Antero Resources (NYSE:AR) is upping its natural gas drilling on Antero Midstream's dedicated acreage. In other words, Antero Midstream has reallocated some of the capital it would normally have paid out via dividends to boost its capital budget and beef up its transmission and storage infrastructure. Curtailing the dividend now and upping its 2021 infrastructure spending is expected to add $400 million in incremental free cash flow for Antero Midstream through 2025.\nWhat's more, Antero Midstream had been actively repurchasing its stock prior to parent Antero Resources announcing its intent to boost natural gas production. Antero Midstream has since put this buyback program on the back burner, but nevertheless extended the remaining $150 million in repurchase capacity through the end of 2023. It looks as if shareholders are going to benefit from increased transmission/storage needs, higher cash flow, and an eventual resumption of this buyback program.\nInvesco Mortgage Capital: 11.61% yield\nSaving the highest yield for last, we have mortgage REIT Invesco Mortgage Capital (NYSE:IVR). Reinvesting your payouts with an 11.6% yield would double your initial investment in roughly six years.\nLast year, Invesco found itself in some deep trouble, and the company's pulverized share price shows it. The company had a slew of commercial MBS and credit-risk transfer assets in its portfolio that were non-agency. A non-agency asset isn't backed by the federal government in the event of default. Not having this protection does boost the yield that mortgage REITs receive. Unfortunately, a steep recession, such as the one experienced during the pandemic, caused a wave of defaults that REITs simply couldn't handle.\nThe good news is that management appears to have learned its lesson. Invesco Mortgage has almost exclusively been purchasing residential agency MBS for its portfolio. Although agency assets sport lower yields than non-agency assets, this added protection allows Invesco to use leverage to increase its profit potential.\nAnd, as I noted with AGNC, economic recoveries are generally a positive thing for mortgage REITs. In the second quarter, Invesco Mortgage Capital's average net interest margin expanded by 32 basis points to 2.12% from 1.8% in the sequential first quarter.\nThe ride will likely be bumpier with Invesco, compared with AGNC, given its 2020 miscues and its ongoing shift into agency MBS. But with management focused on agency assets, Invesco's ultra-high-yield payout can be trusted once more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":600103555,"gmtCreate":1638078284994,"gmtModify":1638078284994,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600103555","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","pubTimestamp":1638064282,"share":"https://www.laohu8.com/m/news/1183215653?lang=&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p>\n<p>Three top SaaS stocks that investors should consider today are&nbsp;<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>,&nbsp;<a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p>\n<p><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p>\n<p>This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p>\n<p>According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only&nbsp;<b>Amazon</b>, and ahead of even huge retailers like&nbsp;<b>Walmart</b>&nbsp;or marketplace operators like&nbsp;<b>eBay.</b></p>\n<p>While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p>\n<p>Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p>\n<p><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p>\n<p>Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p>\n<p>Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p>\n<p>Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p>\n<p><b>Autodesk</b>&nbsp;(NASDAQ:ADSK)&nbsp;competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p>\n<p>With a large growth runway ahead, Procore is a great SaaS stock for the future.</p>\n<p><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p>\n<p>If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p>\n<p>Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p>\n<p>Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p>\n<p>Twilio shows no signs of slowing down and investors should take note.</p>\n<p>With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p>\n<p><img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</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 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-28 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","SHOP":"Shopify Inc","PCOR":"Procore Technologies"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873271201,"gmtCreate":1636953961389,"gmtModify":1636953961389,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873271201","repostId":"2183464920","repostType":4,"repost":{"id":"2183464920","pubTimestamp":1636944360,"share":"https://www.laohu8.com/m/news/2183464920?lang=&edition=full","pubTime":"2021-11-15 10:46","market":"us","language":"en","title":"Prediction: These Will Be 2 of the Strongest Stocks in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2183464920","media":"Motley Fool","summary":"With the new year right around the corner, it could be the perfect time to consider some explosive new opportunities.","content":"<p>As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad <b>S&amp;P 500</b> index near all-time highs, the prospect of opening new positions can be daunting given that many popular stocks are looking quite expensive.</p>\n<p>If you're willing to venture off the beaten path, some pockets of the market are still attractively priced, though.</p>\n<p><b>Cohu</b> (NASDAQ:COHU) is a semiconductor service company that Wall Street thinks could almost double from here, and action-camera company <b><a href=\"https://laohu8.com/S/GPRO\">GoPro</a></b> (NASDAQ:GPRO) has just delivered consecutive blockbuster quarterly results, spurring an analyst upgrade from well-respected investment bank <b><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a></b>&nbsp;this week.</p>\n<p>These two stocks are just getting warmed up, and here's why they could be big-time contributors to your portfolio next year.</p>\n<h2>The case for Cohu</h2>\n<p>Cohu supplies testing and handling equipment to the world's largest semiconductor producers, designed to speed up the manufacturing process of fragile and highly valuable computer chips.</p>\n<p>A crippling semiconductor shortage has raged throughout 2020 and 2021, triggered by pandemic-related production shutdowns across Asia. These advanced computer chips are critical to most digital consumer goods, from mobile devices all the way up to new cars, and the inability to access them has caused a price surge in many of these products.</p>\n<p>The new vehicle market was arguably the most impacted sector, with some dealerships reporting an 80% decline in their inventories. As a result, the price of a new car is up almost 10% in the last 12 months, and the price of a used car is up a whopping 26% as consumers settle for pre-owned models instead.</p>\n<p>Cohu is playing a crucial role in alleviating these issues by focusing on the automotive segment, which is now its largest, accounting for 18% of total revenue. Its Neon inspection system is designed to detect defects in some of the world's smallest automotive-related semiconductors while still handling them at high speeds to prevent manufacturing delays.</p>\n<p>This equipment is in high demand from semiconductor producers who need to quickly expand capacity to clear backlogs, and as such, Cohu is having its most profitable year since 2017. It's set to grow revenue by 39% compared to 2020, with $3.01 in earnings per share.</p>\n<p>Based on its current share price of $36, it trades at a forward price-to-earnings multiple of just 12, about 65% cheaper than the broad <b><a href=\"https://laohu8.com/S/EEME\">iShares</a> Semiconductor ETF</b>, which trades at a multiple of 35. It's therefore within the realm of probability that the stock could double from here -- yet even if it did, it would <i>still </i>be cheaper than its peers in the industry.</p>\n<h2>The case for GoPro</h2>\n<p>Action camera leader GoPro is a corporate comeback story for the ages. Its stock fell 97% between its public listing in 2014 and the 2020 pandemic, yet it has been resurrected by a strong performance from its management team. They've pivoted the company away from a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-dimensional revenue stream, and set up a booming subscription business with extremely high profit margins.</p>\n<p>GoPro's new HERO10 Black camera shoots video in 5.2K high definition at a price point of just $499 -- its most comparable competitor, according to the company, is priced at $3,500. Traditionally, GoPro has sold its cameras through some of the largest retailers in the world, but it's currently shifting to a more direct-to-consumer model using its GoPro.com website. It means higher gross margins for the company, as it now keeps the retailers' cut.</p>\n<p>But perhaps more notably is the new GoPro.com subscription. For $49.99 per year, brand loyalists can access exclusive product discounts, unlimited cloud storage, live streaming, and damaged product replacements. The growth in subscriptions has been astronomical.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>Q3 2019</p></th>\n   <th><p>Q3 2020</p></th>\n   <th><p>Q3 2021</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Subscriptions</p></td>\n   <td><p>305,000</p></td>\n   <td><p>501,000</p></td>\n   <td><p>1,340,000</p></td>\n   <td><p>109%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: GoPro. CAGR = compound annual growth rate.</p>\n<p>The company expects to enter 2022 with 1.7 million paying subscribers, which will generate $90 million in revenue in the new year. But the kicker is the 70% to 80% gross margins -- this is an <i>incredibly </i>profitable business segment, and with its rapid growth will likely make an impactful contribution to GoPro's earnings.</p>\n<p>Analysts expect the company to deliver $0.83 in earnings per share for 2021, which places the stock at a forward price-to-earnings multiple of 12 times. But with Wall Street titans like Morgan Stanley getting behind the company through a rating upgrade, investors could be enticed to ascribe a valuation that's more aligned with the broader <b>Nasdaq 100</b> next year, which trades at an earnings multiple of 36.</p>\n<p>GoPro is certainly generating the growth to back that up and might be set to deliver top-tier returns in 2022.</p>","source":"fool_stock","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>Prediction: These Will Be 2 of the Strongest Stocks in 2022</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPrediction: These Will Be 2 of the Strongest Stocks in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-15 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad S&P 500 index near all-time highs, the prospect of opening new ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COHU":"科休半导体","GPRO":"GoPro"},"source_url":"https://www.fool.com/investing/2021/11/14/prediction-2-of-the-strongest-stocks-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183464920","content_text":"As the present year draws to a close, many investors might be thinking about the moves they should make in 2022. But with the broad S&P 500 index near all-time highs, the prospect of opening new positions can be daunting given that many popular stocks are looking quite expensive.\nIf you're willing to venture off the beaten path, some pockets of the market are still attractively priced, though.\nCohu (NASDAQ:COHU) is a semiconductor service company that Wall Street thinks could almost double from here, and action-camera company GoPro (NASDAQ:GPRO) has just delivered consecutive blockbuster quarterly results, spurring an analyst upgrade from well-respected investment bank Morgan Stanley this week.\nThese two stocks are just getting warmed up, and here's why they could be big-time contributors to your portfolio next year.\nThe case for Cohu\nCohu supplies testing and handling equipment to the world's largest semiconductor producers, designed to speed up the manufacturing process of fragile and highly valuable computer chips.\nA crippling semiconductor shortage has raged throughout 2020 and 2021, triggered by pandemic-related production shutdowns across Asia. These advanced computer chips are critical to most digital consumer goods, from mobile devices all the way up to new cars, and the inability to access them has caused a price surge in many of these products.\nThe new vehicle market was arguably the most impacted sector, with some dealerships reporting an 80% decline in their inventories. As a result, the price of a new car is up almost 10% in the last 12 months, and the price of a used car is up a whopping 26% as consumers settle for pre-owned models instead.\nCohu is playing a crucial role in alleviating these issues by focusing on the automotive segment, which is now its largest, accounting for 18% of total revenue. Its Neon inspection system is designed to detect defects in some of the world's smallest automotive-related semiconductors while still handling them at high speeds to prevent manufacturing delays.\nThis equipment is in high demand from semiconductor producers who need to quickly expand capacity to clear backlogs, and as such, Cohu is having its most profitable year since 2017. It's set to grow revenue by 39% compared to 2020, with $3.01 in earnings per share.\nBased on its current share price of $36, it trades at a forward price-to-earnings multiple of just 12, about 65% cheaper than the broad iShares Semiconductor ETF, which trades at a multiple of 35. It's therefore within the realm of probability that the stock could double from here -- yet even if it did, it would still be cheaper than its peers in the industry.\nThe case for GoPro\nAction camera leader GoPro is a corporate comeback story for the ages. Its stock fell 97% between its public listing in 2014 and the 2020 pandemic, yet it has been resurrected by a strong performance from its management team. They've pivoted the company away from a one-dimensional revenue stream, and set up a booming subscription business with extremely high profit margins.\nGoPro's new HERO10 Black camera shoots video in 5.2K high definition at a price point of just $499 -- its most comparable competitor, according to the company, is priced at $3,500. Traditionally, GoPro has sold its cameras through some of the largest retailers in the world, but it's currently shifting to a more direct-to-consumer model using its GoPro.com website. It means higher gross margins for the company, as it now keeps the retailers' cut.\nBut perhaps more notably is the new GoPro.com subscription. For $49.99 per year, brand loyalists can access exclusive product discounts, unlimited cloud storage, live streaming, and damaged product replacements. The growth in subscriptions has been astronomical.\n\n\n\nMetric\nQ3 2019\nQ3 2020\nQ3 2021\nCAGR\n\n\n\n\nSubscriptions\n305,000\n501,000\n1,340,000\n109%\n\n\n\nData source: GoPro. CAGR = compound annual growth rate.\nThe company expects to enter 2022 with 1.7 million paying subscribers, which will generate $90 million in revenue in the new year. But the kicker is the 70% to 80% gross margins -- this is an incredibly profitable business segment, and with its rapid growth will likely make an impactful contribution to GoPro's earnings.\nAnalysts expect the company to deliver $0.83 in earnings per share for 2021, which places the stock at a forward price-to-earnings multiple of 12 times. But with Wall Street titans like Morgan Stanley getting behind the company through a rating upgrade, investors could be enticed to ascribe a valuation that's more aligned with the broader Nasdaq 100 next year, which trades at an earnings multiple of 36.\nGoPro is certainly generating the growth to back that up and might be set to deliver top-tier returns in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827001611,"gmtCreate":1634362166017,"gmtModify":1634362166088,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827001611","repostId":"2175117376","repostType":4,"repost":{"id":"2175117376","pubTimestamp":1634303296,"share":"https://www.laohu8.com/m/news/2175117376?lang=&edition=full","pubTime":"2021-10-15 21:08","market":"us","language":"en","title":"3 5G Stocks to Buy in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2175117376","media":"Motley Fool","summary":"From memory chips to mobile gaming, these three companies will benefit from growing demand for all things 5G.","content":"<p>The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.</p>\n<p>Here's why I believe <b>Apple</b> (NASDAQ:AAPL), <b>Micron Technology</b>&nbsp;(NASDAQ:MU), and <b><a href=\"https://laohu8.com/S/ZNGA\">Zynga</a></b> (NASDAQ:ZNGA) are no-brainer buys right now.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F646511%2F5g-cell-tower.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"435\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Apple: The top brand benefiting from 5G upgrades</h2>\n<p>Apple is probably the safest stock to invest in 5G that still offers decent return potential. While Apple might look somewhat expensive at a price-to-earnings ratio of 27, analysts have been underestimating the iPhone maker for years. The stock has delivered multibagger returns over the last decade even though the brand was just as well known in 2011 as it is today.</p>\n<p>Wait times for the newest iPhones are reported to be the longest in at least four years at more than four weeks. While Wall Street tries to figure out whether it's genuine demand or supply shortages creating the delays, the only thing that matters is that the 5G upgrade cycle is definitely here, and it's going to lead to more revenue growth for Apple over the next few years.</p>\n<p>Apple started the year with an installed base of 1.65 billion devices worldwide, a new record.&nbsp;The introduction of 5G on the iPhone 12 drove strong revenue performance a year ago. Through the first three quarters of fiscal 2021&nbsp; (through June), iPhone sales were up 37.5% year over year. The new iPhone 13 should pull in users that skipped last year's upgrade, especially once people get a look at the smoothness of the new screens on the Pro models.</p>\n<p>The iPhone is the flywheel product for Apple, since strong sales tend to spill over to other products and services. All said, Apple is looking at a profitable stretch of growth and is a good bet for investors.</p>\n<h2>Micron Technology: A top provider of essential mobile hardware</h2>\n<p>Micron is a leading supplier of dynamic random-access memory (DRAM), non-volatile memory (NAND), and NOR flash memory and storage products that are used in consumer PCs, data centers, and by some of the leading smartphone manufacturers. Long-term demand trends in the data center and 5G markets are driving a strong growth phase for the company, with revenue up 29% in fiscal 2021, which ended in September.</p>\n<p>Micron's mobile business unit grew 26% in fiscal 2021 and accounted for slightly more than a quarter of its total revenue. Management is anticipating another strong year of growth, as 5G phones contain significantly more memory capacity than 4G phones.</p>\n<p>Micron has supplied products for iPhones in the past, but a recent teardown of the iPhone 13 revealed that Apple chose to use chips from Micron competitors SK Hynix and Kioxia this time around. This isn't a problem for Micron, though, since the smartphone market is much bigger than Apple, with 5G smartphone sales expected to reach 500 million units this year.</p>\n<p>Given the growth Micron is seeing across the data center, mobile, automotive, and industrial markets, the stock looks particularly attractive at a forward P/E of just 7.2. Throw in a small quarterly dividend of $0.10 per share (yielding about 0.15% at the current stock price),&nbsp;and investors are looking at one cheap stock to invest in the&nbsp;5G growth cycle.</p>\n<h2>Zynga: A fast-growing mobile game producer</h2>\n<p>It's not just hardware suppliers that will benefit from 5G. People who play mobile games will see significant benefits, such as faster downloads, from the technology and Zynga is the company behind several popular mobile games, including <i>FarmVille</i>, <i>Merge Magic!</i>, <i>Empires &amp; Puzzles</i>, and <i>Words With Friends</i>.&nbsp;The stock has delivered a return of 150% over the last five years, and the era of 5G could significantly boost player engagement and growth for this company.</p>\n<p>Players using 5G devices will be able to download games with large file sizes much faster while away from their home Wi-Fi network, which could increase player engagement. 5G speeds will also bring major benefits to online multiplayer games, such as Zynga's <i>CSR Racing</i>.&nbsp;Overall, games will look better and play faster.</p>\n<p>Management estimates that investments in international growth, cross-platform play, launching hyper-casual games, and mobile advertising put the company's long-term addressable market at $240 billion.&nbsp;Zynga generated just $2.5 billion in revenue over the last four quarters,&nbsp;with second-quarter bookings up a robust 37% year over year.</p>\n<p>However, market participants are concerned about slowing growth in the near term, as Zynga numbers come up against high growth during the earlier days of the pandemic. As a result, the stock is down about 31% over the last few months.&nbsp;Given that mobile gaming is already the fastest-growing segment in the $175 billion video game industry,&nbsp;an investment in Zynga at the beginning of the 5G upgrade cycle could lead to stellar returns for investors over the next five years.</p>","source":"fool_stock","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 5G Stocks to Buy in October</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 5G Stocks to Buy in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 21:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.\nHere's why I believe Apple (NASDAQ:AAPL), Micron Technology...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MU":"美光科技","ZNGA":"Zynga"},"source_url":"https://www.fool.com/investing/2021/10/15/3-5g-stocks-to-buy-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175117376","content_text":"The era of 5G is here, and there are several ways to invest behind the improvements that faster download speeds will bring smartphone users.\nHere's why I believe Apple (NASDAQ:AAPL), Micron Technology (NASDAQ:MU), and Zynga (NASDAQ:ZNGA) are no-brainer buys right now.\nImage source: Getty Images.\nApple: The top brand benefiting from 5G upgrades\nApple is probably the safest stock to invest in 5G that still offers decent return potential. While Apple might look somewhat expensive at a price-to-earnings ratio of 27, analysts have been underestimating the iPhone maker for years. The stock has delivered multibagger returns over the last decade even though the brand was just as well known in 2011 as it is today.\nWait times for the newest iPhones are reported to be the longest in at least four years at more than four weeks. While Wall Street tries to figure out whether it's genuine demand or supply shortages creating the delays, the only thing that matters is that the 5G upgrade cycle is definitely here, and it's going to lead to more revenue growth for Apple over the next few years.\nApple started the year with an installed base of 1.65 billion devices worldwide, a new record. The introduction of 5G on the iPhone 12 drove strong revenue performance a year ago. Through the first three quarters of fiscal 2021  (through June), iPhone sales were up 37.5% year over year. The new iPhone 13 should pull in users that skipped last year's upgrade, especially once people get a look at the smoothness of the new screens on the Pro models.\nThe iPhone is the flywheel product for Apple, since strong sales tend to spill over to other products and services. All said, Apple is looking at a profitable stretch of growth and is a good bet for investors.\nMicron Technology: A top provider of essential mobile hardware\nMicron is a leading supplier of dynamic random-access memory (DRAM), non-volatile memory (NAND), and NOR flash memory and storage products that are used in consumer PCs, data centers, and by some of the leading smartphone manufacturers. Long-term demand trends in the data center and 5G markets are driving a strong growth phase for the company, with revenue up 29% in fiscal 2021, which ended in September.\nMicron's mobile business unit grew 26% in fiscal 2021 and accounted for slightly more than a quarter of its total revenue. Management is anticipating another strong year of growth, as 5G phones contain significantly more memory capacity than 4G phones.\nMicron has supplied products for iPhones in the past, but a recent teardown of the iPhone 13 revealed that Apple chose to use chips from Micron competitors SK Hynix and Kioxia this time around. This isn't a problem for Micron, though, since the smartphone market is much bigger than Apple, with 5G smartphone sales expected to reach 500 million units this year.\nGiven the growth Micron is seeing across the data center, mobile, automotive, and industrial markets, the stock looks particularly attractive at a forward P/E of just 7.2. Throw in a small quarterly dividend of $0.10 per share (yielding about 0.15% at the current stock price), and investors are looking at one cheap stock to invest in the 5G growth cycle.\nZynga: A fast-growing mobile game producer\nIt's not just hardware suppliers that will benefit from 5G. People who play mobile games will see significant benefits, such as faster downloads, from the technology and Zynga is the company behind several popular mobile games, including FarmVille, Merge Magic!, Empires & Puzzles, and Words With Friends. The stock has delivered a return of 150% over the last five years, and the era of 5G could significantly boost player engagement and growth for this company.\nPlayers using 5G devices will be able to download games with large file sizes much faster while away from their home Wi-Fi network, which could increase player engagement. 5G speeds will also bring major benefits to online multiplayer games, such as Zynga's CSR Racing. Overall, games will look better and play faster.\nManagement estimates that investments in international growth, cross-platform play, launching hyper-casual games, and mobile advertising put the company's long-term addressable market at $240 billion. Zynga generated just $2.5 billion in revenue over the last four quarters, with second-quarter bookings up a robust 37% year over year.\nHowever, market participants are concerned about slowing growth in the near term, as Zynga numbers come up against high growth during the earlier days of the pandemic. As a result, the stock is down about 31% over the last few months. Given that mobile gaming is already the fastest-growing segment in the $175 billion video game industry, an investment in Zynga at the beginning of the 5G upgrade cycle could lead to stellar returns for investors over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866081601,"gmtCreate":1632712142903,"gmtModify":1632798367468,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice&nbsp;[开心]&nbsp;","listText":"Nice&nbsp;[开心]&nbsp;","text":"Nice [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866081601","repostId":"2170865614","repostType":4,"repost":{"id":"2170865614","pubTimestamp":1632627330,"share":"https://www.laohu8.com/m/news/2170865614?lang=&edition=full","pubTime":"2021-09-26 11:35","market":"us","language":"en","title":"Want $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2170865614","media":"Motley Fool","summary":"These ultra-high-yield dividend stocks sport an average yield of 9.53%.","content":"<p>While there is no shortage of strategies that are effective moneymakers on Wall Street, buying dividend stocks has been a particularly smart method to build wealth.</p>\n<p>In 2013, the J.P. Morgan Asset Management division of <b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a></b> released a report examining the average annual return of companies that initiated and grew their dividend between 1972 and 2012, as compared with publicly traded companies that didn't pay a dividend over the same period. The difference in average annual return was night and day. Dividend stocks averaged a 9.5% annual return over the four decades, whereas the stocks that didn't pay dividends delivered a paltry annualized return of 1.6%.</p>\n<p>The biggest dilemma income investors encounter is wanting the highest yield possible with the least amount of risk. Unfortunately, once you reach the high-yield space (4% and up), yield and risk tend to be correlated.</p>\n<p>But that doesn't mean all high-yield dividend stocks are bad news. If you wanted to sit back and collect $1,500 in quarterly dividend income, you could do so by putting up an initial investment of $63,000 and splitting it evenly among the following four stocks, which sport an average yield of 9.53%.</p>\n<h2><a href=\"https://laohu8.com/S/EBTC\">Enterprise</a> Products Partners: 8.36% yield</h2>\n<p>If there's such a thing as a premier ultra-high-yield dividend stock in the energy space, its master limited partnership <b><a href=\"https://laohu8.com/S/EFSC\">Enterprise</a> Products Partners</b> (NYSE:EPD). Its nearly 8.4% yield is, amazingly, the lowest on this list. However, the company has increased its base annual payout for 22 consecutive years, making it <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the safest ultra-high-yield stocks on the planet.</p>\n<p>For most income investors, the ideas of \"safe\" and \"oil stock\" probably don't belong in the same sentence. Last year's historic demand drawdown for crude oil turned the upstream drillers on their heads. But Enterprise Products Partners was insulated from this chaos thanks to its role as a midstream company.</p>\n<p>According to the company, it operates more than 50,000 miles of oil, natural gas, and natural gas liquid pipelines throughout the U.S., as well as 14 billion cubic feet of natural gas storage. The beauty of Enterprise Products' operating model is its highly transparent take-or-pay contracts. With most of its transmission and storage services spoken for in advance, management is able to outlay capital for new projects without any surprises. This allows for infrastructure advancements and long-term cash flow expansion.</p>\n<p>If you need further evidence that Enterprise Products Partners is rock-solid, take a closer look at its distribution coverage ratio. During the worst of the pandemic, it didn't drop below 1.6 (any figure below 1 would signify an unsustainable payout). Slow and steady growth makes Enterprise Products <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the finest income stocks to own.</p>\n<h2>AGNC Investment: 8.99% yield</h2>\n<p>For those of you who simply can't wait to get your hands on that dividend income, let me introduce you to <b>AGNC Investment </b>(NASDAQ:AGNC). AGNC is a mortgage real estate investment trust (REIT) that pays out its dividend monthly: $0.12 per month, equating to a $1.44 base annual payout. It currently yields about 9%, but has averaged a double-digit yield in 11 of the past 12 years.</p>\n<p>A mortgage REIT is a company that borrows money at lower short-term lending rates with the intent to use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). The difference between this average long-term yield and short-term borrowing rate is known as the net interest margin. And, as you might guess, the wider this margin, the more profit potential for AGNC and other mortgage REITs.</p>\n<p>What makes AGNC so intriguing is that we've entered the sweet spot where mortgage REITs thrive. Looking back at multiple economic recoveries from a recession, it's normal for the yield curve to steepen. This describes a situation where long-term bond yields rise while short-term bond yields fall or flatten. A steepening yield curve coupled with transparently laid-out monetary policy from the Federal Reserve is usually a recipe for net interest margin expansion for the mortgage REIT industry.</p>\n<p>With share price appreciation potential and a 9% yield to boot, AGNC Investment is an income investor's dream come true.</p>\n<h2>Antero Midstream: 9.15% yield</h2>\n<p>Though Enterprise Products Partners is the king of the hill among safe, ultra-high-yield energy companies, <b>Antero Midstream</b> (NYSE:AM) is a very respectable second fiddle on this list. This midstream operator is yielding nearly 9.2% and has a strong track record of returning most of its cash flow to shareholders in the form of a dividend.</p>\n<p>Unlike Enterprise Products, Antero was forced to reduce its distribution earlier this year. Its quarterly payout declined 27% to $0.225 from $0.308. However, it wasn't the pandemic that coerced this move. Parent company <b><a href=\"https://laohu8.com/S/AR\">Antero Resources</a></b> (NYSE:AR) is upping its natural gas drilling on Antero Midstream's dedicated acreage. In other words, Antero Midstream has reallocated some of the capital it would normally have paid out via dividends to boost its capital budget and beef up its transmission and storage infrastructure. Curtailing the dividend now and upping its 2021 infrastructure spending is expected to add $400 million in incremental free cash flow for Antero Midstream through 2025.</p>\n<p>What's more, Antero Midstream had been actively repurchasing its stock prior to parent Antero Resources announcing its intent to boost natural gas production. Antero Midstream has since put this buyback program on the back burner, but nevertheless extended the remaining $150 million in repurchase capacity through the end of 2023. It looks as if shareholders are going to benefit from increased transmission/storage needs, higher cash flow, <i>and</i> an eventual resumption of this buyback program.</p>\n<h2><a href=\"https://laohu8.com/S/IVR\">Invesco Mortgage Capital</a>: 11.61% yield</h2>\n<p>Saving the highest yield for last, we have mortgage REIT <b><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> Mortgage Capital</b> (NYSE:IVR). Reinvesting your payouts with an 11.6% yield would double your initial investment in roughly six years.</p>\n<p>Last year, Invesco found itself in some deep trouble, and the company's pulverized share price shows it. The company had a slew of commercial MBS and credit-risk transfer assets in its portfolio that were non-agency. A non-agency asset isn't backed by the federal government in the event of default. Not having this protection does boost the yield that mortgage REITs receive. Unfortunately, a steep recession, such as the one experienced during the pandemic, caused a wave of defaults that REITs simply couldn't handle.</p>\n<p>The good news is that management appears to have learned its lesson. Invesco Mortgage has almost exclusively been purchasing residential agency MBS&nbsp;for its portfolio. Although agency assets sport lower yields than non-agency assets, this added protection allows Invesco to use leverage to increase its profit potential.</p>\n<p>And, as I noted with AGNC, economic recoveries are generally a positive thing for mortgage REITs. In the second quarter, Invesco Mortgage Capital's average net interest margin expanded by 32 basis points to 2.12% from 1.8% in the sequential first quarter.</p>\n<p>The ride will likely be bumpier with Invesco, compared with AGNC, given its 2020 miscues and its ongoing shift into agency MBS. But with management focused on agency assets, Invesco's ultra-high-yield payout can be trusted&nbsp;once more.</p>","source":"fool_stock","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>Want $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWant $1,500 in Quarterly Dividend Income? Invest $63,000 Into These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/25/want-1500-quarterly-dividend-income-invest-63000/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While there is no shortage of strategies that are effective moneymakers on Wall Street, buying dividend stocks has been a particularly smart method to build wealth.\nIn 2013, the J.P. Morgan Asset ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/25/want-1500-quarterly-dividend-income-invest-63000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/09/25/want-1500-quarterly-dividend-income-invest-63000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170865614","content_text":"While there is no shortage of strategies that are effective moneymakers on Wall Street, buying dividend stocks has been a particularly smart method to build wealth.\nIn 2013, the J.P. Morgan Asset Management division of JPMorgan Chase released a report examining the average annual return of companies that initiated and grew their dividend between 1972 and 2012, as compared with publicly traded companies that didn't pay a dividend over the same period. The difference in average annual return was night and day. Dividend stocks averaged a 9.5% annual return over the four decades, whereas the stocks that didn't pay dividends delivered a paltry annualized return of 1.6%.\nThe biggest dilemma income investors encounter is wanting the highest yield possible with the least amount of risk. Unfortunately, once you reach the high-yield space (4% and up), yield and risk tend to be correlated.\nBut that doesn't mean all high-yield dividend stocks are bad news. If you wanted to sit back and collect $1,500 in quarterly dividend income, you could do so by putting up an initial investment of $63,000 and splitting it evenly among the following four stocks, which sport an average yield of 9.53%.\nEnterprise Products Partners: 8.36% yield\nIf there's such a thing as a premier ultra-high-yield dividend stock in the energy space, its master limited partnership Enterprise Products Partners (NYSE:EPD). Its nearly 8.4% yield is, amazingly, the lowest on this list. However, the company has increased its base annual payout for 22 consecutive years, making it one of the safest ultra-high-yield stocks on the planet.\nFor most income investors, the ideas of \"safe\" and \"oil stock\" probably don't belong in the same sentence. Last year's historic demand drawdown for crude oil turned the upstream drillers on their heads. But Enterprise Products Partners was insulated from this chaos thanks to its role as a midstream company.\nAccording to the company, it operates more than 50,000 miles of oil, natural gas, and natural gas liquid pipelines throughout the U.S., as well as 14 billion cubic feet of natural gas storage. The beauty of Enterprise Products' operating model is its highly transparent take-or-pay contracts. With most of its transmission and storage services spoken for in advance, management is able to outlay capital for new projects without any surprises. This allows for infrastructure advancements and long-term cash flow expansion.\nIf you need further evidence that Enterprise Products Partners is rock-solid, take a closer look at its distribution coverage ratio. During the worst of the pandemic, it didn't drop below 1.6 (any figure below 1 would signify an unsustainable payout). Slow and steady growth makes Enterprise Products one of the finest income stocks to own.\nAGNC Investment: 8.99% yield\nFor those of you who simply can't wait to get your hands on that dividend income, let me introduce you to AGNC Investment (NASDAQ:AGNC). AGNC is a mortgage real estate investment trust (REIT) that pays out its dividend monthly: $0.12 per month, equating to a $1.44 base annual payout. It currently yields about 9%, but has averaged a double-digit yield in 11 of the past 12 years.\nA mortgage REIT is a company that borrows money at lower short-term lending rates with the intent to use this capital to purchase higher-yielding long-term assets, such as mortgage-backed securities (MBS). The difference between this average long-term yield and short-term borrowing rate is known as the net interest margin. And, as you might guess, the wider this margin, the more profit potential for AGNC and other mortgage REITs.\nWhat makes AGNC so intriguing is that we've entered the sweet spot where mortgage REITs thrive. Looking back at multiple economic recoveries from a recession, it's normal for the yield curve to steepen. This describes a situation where long-term bond yields rise while short-term bond yields fall or flatten. A steepening yield curve coupled with transparently laid-out monetary policy from the Federal Reserve is usually a recipe for net interest margin expansion for the mortgage REIT industry.\nWith share price appreciation potential and a 9% yield to boot, AGNC Investment is an income investor's dream come true.\nAntero Midstream: 9.15% yield\nThough Enterprise Products Partners is the king of the hill among safe, ultra-high-yield energy companies, Antero Midstream (NYSE:AM) is a very respectable second fiddle on this list. This midstream operator is yielding nearly 9.2% and has a strong track record of returning most of its cash flow to shareholders in the form of a dividend.\nUnlike Enterprise Products, Antero was forced to reduce its distribution earlier this year. Its quarterly payout declined 27% to $0.225 from $0.308. However, it wasn't the pandemic that coerced this move. Parent company Antero Resources (NYSE:AR) is upping its natural gas drilling on Antero Midstream's dedicated acreage. In other words, Antero Midstream has reallocated some of the capital it would normally have paid out via dividends to boost its capital budget and beef up its transmission and storage infrastructure. Curtailing the dividend now and upping its 2021 infrastructure spending is expected to add $400 million in incremental free cash flow for Antero Midstream through 2025.\nWhat's more, Antero Midstream had been actively repurchasing its stock prior to parent Antero Resources announcing its intent to boost natural gas production. Antero Midstream has since put this buyback program on the back burner, but nevertheless extended the remaining $150 million in repurchase capacity through the end of 2023. It looks as if shareholders are going to benefit from increased transmission/storage needs, higher cash flow, and an eventual resumption of this buyback program.\nInvesco Mortgage Capital: 11.61% yield\nSaving the highest yield for last, we have mortgage REIT Invesco Mortgage Capital (NYSE:IVR). Reinvesting your payouts with an 11.6% yield would double your initial investment in roughly six years.\nLast year, Invesco found itself in some deep trouble, and the company's pulverized share price shows it. The company had a slew of commercial MBS and credit-risk transfer assets in its portfolio that were non-agency. A non-agency asset isn't backed by the federal government in the event of default. Not having this protection does boost the yield that mortgage REITs receive. Unfortunately, a steep recession, such as the one experienced during the pandemic, caused a wave of defaults that REITs simply couldn't handle.\nThe good news is that management appears to have learned its lesson. Invesco Mortgage has almost exclusively been purchasing residential agency MBS for its portfolio. Although agency assets sport lower yields than non-agency assets, this added protection allows Invesco to use leverage to increase its profit potential.\nAnd, as I noted with AGNC, economic recoveries are generally a positive thing for mortgage REITs. In the second quarter, Invesco Mortgage Capital's average net interest margin expanded by 32 basis points to 2.12% from 1.8% in the sequential first quarter.\nThe ride will likely be bumpier with Invesco, compared with AGNC, given its 2020 miscues and its ongoing shift into agency MBS. But with management focused on agency assets, Invesco's ultra-high-yield payout can be trusted once more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872487253,"gmtCreate":1637561038496,"gmtModify":1637561038496,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice[Miser]&nbsp;","listText":"Nice[Miser]&nbsp;","text":"Nice[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872487253","repostId":"2184782893","repostType":4,"repost":{"id":"2184782893","pubTimestamp":1637464884,"share":"https://www.laohu8.com/m/news/2184782893?lang=&edition=full","pubTime":"2021-11-21 11:21","market":"us","language":"en","title":"3 Top Chip Stocks Ready for Bull Runs","url":"https://stock-news.laohu8.com/highlight/detail?id=2184782893","media":"Motley Fool","summary":"ASML, UMC, and Micron could all still have a lot of upside potential.","content":"<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.</p>\n<p>Today, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.</p>\n<h2>1. ASML</h2>\n<p><b>ASML Holding</b> (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.</p>\n<p>The world's most advanced chip foundries -- including <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM), <b>Samsung</b>, and <b>Intel</b> (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.</p>\n<p>ASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.</p>\n<p>ASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.</p>\n<h2>2. UMC</h2>\n<p>ASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival <b>United Microelectronics</b> (NYSE:UMC) is a more underrated play on the same trend.</p>\n<p>Unlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like <b>Advanced Micro Devices</b> and<b> Apple</b> -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.</p>\n<p>These chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.</p>\n<p>UMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.</p>\n<p>UMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.</p>\n<h2>3. Micron</h2>\n<p>Lastly, I believe <b>Micron Technology </b>(NASDAQ:MU) -- <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.</p>\n<p>Micron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.</p>\n<p>Micron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.</p>\n<p>Nonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.</p>","source":"fool_stock","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 Top Chip Stocks Ready for Bull Runs</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Top Chip Stocks Ready for Bull Runs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-21 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","MU":"美光科技","03145":"华夏亚洲高息股","TSM":"台积电","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","ASML":"阿斯麦","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","UMC":"联电","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4527":"明星科技股","INTC":"英特尔","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","03165":"华夏欧优股对冲","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2021/11/20/3-top-chip-stocks-ready-for-a-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184782893","content_text":"The global chip shortage has been generating strong tailwinds for the semiconductor sector over the past year. However, it might be difficult for investors to separate the winners from the losers if they don't understand how the semiconductor supply chain works.\nToday, I'll highlight three chip stocks that operate in very different parts of the semiconductor market, why they're all growing, and why they could still generate even bigger returns next year.\n1. ASML\nASML Holding (NASDAQ:ASML) is a Dutch semiconductor equipment maker. It's the world's largest manufacturer of lithography machines, which are used to etch circuit patterns onto silicon wafers. It's also the only manufacturer of high-end extreme ultraviolet (EUV) lithography machines, which are required to manufacture the world's smallest chips.\nThe world's most advanced chip foundries -- including Taiwan Semiconductor Manufacturing (NYSE:TSM), Samsung, and Intel (NASDAQ:INTC) -- all use ASML's EUV machines, which cost about $150,000 each and require several planes to ship. ASML's dominance of this crucial chipmaking technology, which it refined over the past three decades, makes it a linchpin of the global semiconductor market.\nASML's revenue rose 8% in 2019 and 18% in 2020, and it anticipates about 35% growth this year. It's selling EUV systems as rapidly as it can produce them, and a growing mix of those higher-margin devices boosted its gross margin from 44.7% in 2019 to 52.2% in the first nine months of 2021.\nASML's stock price has more than doubled over the past 12 months, and it isn't cheap at 45 times forward earnings. However, this stock could still have plenty of upside potential as the chip shortage drags on -- since it will be impossible to resolve the crisis without buying significantly more machines from ASML.\n2. UMC\nASML's top client is TSMC, the world's largest contract chipmaker and another linchpin of the semiconductor market. However, TSMC's smaller rival United Microelectronics (NYSE:UMC) is a more underrated play on the same trend.\nUnlike TSMC -- which manufactures the world's smallest chips for fabless chipmakers like Advanced Micro Devices and Apple -- UMC primarily manufactures older, larger, and cheaper chips for cars, Internet of Things (IoT) devices, and other gadgets.\nThese chips aren't as powerful as TSMC's top-tier chips, but they're arguably just as essential. UMC's plants are already operating at their maximum capacities, but the company faces less pressure to aggressively upgrade its plants than TSMC, Samsung, or Intel, which are all engaged in the costly \"process race\" to manufacture smaller and more advanced chips.\nUMC ranks a distant third in the foundry market behind TSMC and Samsung, but it still generates impressive growth: Its revenue rose 4% in 2019 and jumped 25% in 2020, and analysts expect 18% growth this year.\nUMC's stock has more than doubled over the past 12 months, but it still looks reasonably valued at 22 times forward earnings. Like ASML, UMC will continue to profit from the chip shortage. Moreover, the traffic jam at TSMC and other top foundries could eventually divert more lower-end orders to UMC.\n3. Micron\nLastly, I believe Micron Technology (NASDAQ:MU) -- one of the world's leading producers of DRAM and NAND memory chips -- is currently undervalued at eight times forward earnings. Micron's stock has risen nearly 30% over the past 12 months, but it's stalled out in recent months amid fears of a cyclical slowdown.\nMicron's revenue fell 8% in fiscal 2020 (which ended last September) as a global glut of memory chips caused market prices to plunge. But in fiscal 2021, its revenue rose 29% as those supplies and prices stabilized.\nMicron wasn't directly affected by the chip shortage, since it manufactures its own chips instead of outsourcing them to third-party foundries. However, it expects shortages of other PC components -- including CPUs and GPUs -- to indirectly curb the market's near-term demand for its memory chips. That warning, along with a softer-than-expected forecast for the first quarter, spooked investors last month.\nNonetheless, analysts still expect Micron's revenue and earnings to rise 15% and 44%, respectively, this year, as it benefits from the secular expansion of the gaming, data center, cloud, 5G, and automotive markets. Those catalysts might also spark a \"super cycle\" in memory chip upgrades, which could last much longer than previous cycles and propel Micron's stock to fresh highs next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607038223,"gmtCreate":1639454739065,"gmtModify":1639454739065,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607038223","repostId":"1184953093","repostType":4,"repost":{"id":"1184953093","pubTimestamp":1639353015,"share":"https://www.laohu8.com/m/news/1184953093?lang=&edition=full","pubTime":"2021-12-13 07:50","market":"us","language":"en","title":"Palantir Remains an Enigma for Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1184953093","media":"InvestorPlace","summary":"PLTR stock is trading in the teens for only the second time in 2021","content":"<p>Investors in&nbsp;<b>PalantirTechnologies</b>(NYSE:<b><u>PLTR</u></b>) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.</p>\n<p>However, the earliest investors in Palantir are still sitting pretty. PLTR stock&nbsp;went public in September 2020&nbsp;via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the&nbsp;past 14 months.</p>\n<p>I happened to&nbsp;read a November article&nbsp;in&nbsp;<i>Fortune</i>&nbsp;about&nbsp;<b>Palantir Technologies</b>(NYSE:<b><u>PLTR</u></b>) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its&nbsp;core business.</p>\n<p>Here’s my take on this hypothesis.</p>\n<p><b>My Take on Palantir’s SPAC Investments</b></p>\n<p><i>Fortune</i>&nbsp;spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.</p>\n<blockquote>\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n <i>Fortune</i>. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n</blockquote>\n<p>Another analyst mentioned in&nbsp;<i>Fortune’s</i>&nbsp;story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.</p>\n<p>According to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.</p>\n<p>As I stated in&nbsp;my November article&nbsp;about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.</p>\n<p>However, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.</p>\n<p>But don’t take my word for it. I would&nbsp;read the&nbsp;<i>Fortune</i>&nbsp;article&nbsp;and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.</p>\n<p><b>Palantir Zigs When Others Zag</b></p>\n<p>There is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.</p>\n<p>As I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.</p>\n<p>In May, I took issue with Palantir CEO Alex Karp’s&nbsp;billion-dollar compensation&nbsp;in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”</p>\n<p>That said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.</p>\n<p><b>The Bottom Line on PLTR Stock</b></p>\n<p>By the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.</p>\n<p>As I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is&nbsp;$17.06&nbsp;on May 11.</p>\n<p>If you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Remains an Enigma for Wall Street</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Remains an Enigma for Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late...</p>\n\n<a href=\"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/12/palantir-pltr-stock-remains-an-enigma-for-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184953093","content_text":"Investors in PalantirTechnologies(NYSE:PLTR) are having a tough go of it lately. Shares of the big data firm are down around 30% in just over a month. And since hitting an all-time high of $45 in late January, PLTR stock is down 58%.\nHowever, the earliest investors in Palantir are still sitting pretty. PLTR stock went public in September 2020 via a direct listing. Shares opened at $10, meaning they are up nearly 90% in the past 14 months.\nI happened to read a November article in Fortune about Palantir Technologies(NYSE:PLTR) discussing the data analytics’ company’s business model and its built-in conflict of interest.The article suggested some analysts are worried Palantir’s inclination to sell its services to special purpose acquisition companies (SPACs) it has invested in could hide the actual health of its core business.\nHere’s my take on this hypothesis.\nMy Take on Palantir’s SPAC Investments\nFortune spoke to a couple of analysts who explained some of the problems with Palantir’s potential conflict of interest.\n\n “In some ways, it feels a bit nefarious,” Citigroup senior equity research analyst Tyler Radke told \n Fortune. “They’re going out and making these investments, and then these small-scale companies going public through a SPAC — a lot of these don’t even have revenue — are turning around and using those proceeds to buy Palantir software.”\n\nAnother analyst mentioned in Fortune’s story, RBC Capital Markets’ Rishi Jaluria, wondered why Palantir was investing in these speculative de-SPAC companies that have gotten little traction to date. “If I want to put it less charitably, is Palantir buying revenue?”Jaluria said.\nAccording to Palantir, only 2% of the revenue the company generated in the first nine months of the year came from these companies. The rest came from good old-fashioned sales calls.\nAs I stated in my November article about Palantir, it could generate as much as$1.3 billionannually in free cash flow (FCF) by the end of 2025. With debt accounting for less than 1% of its market cap, these SPAC investments are hardly a big deal.\nHowever, if one or two of them happen to pay off, PLTR shareholders get an extra benefit from the company’s risk-taking. So, I’m not concerned about Palantir’s side bets. If they’re investing in companies that could benefit from Palantir’s Foundry data analytics platform, I fail to see why both parties wouldn’t take advantage of the mutual association.\nBut don’t take my word for it. I would read the Fortune article and make up your own mind about whether Palantir is buying revenue. I don’t believe it is.\nPalantir Zigs When Others Zag\nThere is no question that Palantir marches to the beat of a different drummer. But that’s what intrigues me about the company.\nAs I said in November, if Palantir keeps its eye on the prize — growing its Foundry and Gotham platforms — PLTR stock could deliver massive gains to shareholders.\nIn May, I took issue with Palantir CEO Alex Karp’s billion-dollar compensation in 2020, writing: “No CEO, even a co-founder, deserves this kind of payday. And let’s not forget that Karp actually made $48.7 million in 2020 from 2.57 million shares exercised from previous option awards that vested during the year.”\nThat said, Karp will ultimately be evaluated by how much he makes shareholders and not how much he makes for himself. So, I’ve decided to put this issue aside. I hope it doesn’t come back to bite me in the posterior.\nThe Bottom Line on PLTR Stock\nBy the end of my May article, I suggested investors wait until PLTR stock was trading in the teens before buying, preferably around $15 a share.\nAs I write this, PLTR is trading in the teens for only the second time in 2021. The first time was in May, around when I said its CEO was overpaid. Over the past 52 weeks, the lowest its shares have dipped is $17.06 on May 11.\nIf you believe, as I do, that Palantir’s SPAC deals are an exciting sideline rather than a way to generate revenue, you would be wise to buy some shares should PLTR stock fall to between $15 and $17.06 over the next few months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877150942,"gmtCreate":1637901349451,"gmtModify":1637901349451,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877150942","repostId":"2185354679","repostType":4,"repost":{"id":"2185354679","pubTimestamp":1637831760,"share":"https://www.laohu8.com/m/news/2185354679?lang=&edition=full","pubTime":"2021-11-25 17:16","market":"us","language":"en","title":"3 Unstoppable Stocks You Can Buy Right Now for Less Than $100","url":"https://stock-news.laohu8.com/highlight/detail?id=2185354679","media":"Motley Fool","summary":"Do you like high growth at an introductory rate? Check out these three stocks.","content":"<p>Many investors get into trading stocks with the desire to find top stocks to buy into early in their growth cycle. That's not so easy to do these days when many stocks get hyped before they even reach the open markets and end up trading at high prices by the time you feel comfortable adding them to your portfolio.</p>\n<p>Still, there are occasional hidden gems in the market that are quietly gaining in growth and recognition, with shares still trading at relatively low prices. <b>Global-e Online</b> (NASDAQ:GLBE),&nbsp;<b>Revolve Group</b> (NYSE:RVLV), and <b><a href=\"https://laohu8.com/S/OPAD\">Offerpad Solutions</a></b>&nbsp;(NYSE:OPAD) are three stocks trading below $100 a share that are demonstrating show-stopping growth. Let's find out a bit more about them.</p>\n<h2>1. Global-e Online: It's a small world after all</h2>\n<p>Global-e Online offers cross-border payment solutions for online retailers. As more and more e-commerce companies expand into new markets and begin to offer international shipping, they begin to discover that there are challenges to making the process cost-effective and worth the investment.</p>\n<p>Global-e comes in to make the process easy, offering features that efficiently manage shipping options, local currencies, calculating customs, and international returns. It has two programs, <a href=\"https://laohu8.com/S/AONE.U\">one</a> for small businesses and one for larger-volume clients, as well as a program with <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly Facebook) to assist the thousands of sellers using Facebook Marketplace.</p>\n<p>It works with some of the biggest online retailers in the world, including the biggest, French luxury conglomerate <b>LVMH</b>, as well as brands like cosmetic-giant Sephora Asia and French fashion house Givenchy. It also has strong exposure from its partnership with e-commerce master <b>Shopify</b>, through which it powers international commerce with many small and medium-sized brands operating through Shopify services.</p>\n<p>The company is ramping up its operations exponentially. In the third quarter, gross merchandise volume (GMV) grew 86% year over year to a record $352 million, and revenue increased 77% to a record $59 million. That was particularly impressive as e-commerce has begun to modulate after COVID-19 restrictions eased. Gross profit grew 127% year over year to $2 million, although Globel-e posted a $28.5 million loss after a $1.2 million profit last year. Much of the loss was related to increased expenses of scaling up operations specifically related to its Shopify integration.</p>\n<p>Global-e stock went public in May at $25 a share and is up 111% since then. It's not exactly cheap, trading at 43 times trailing-12-month sales, but shares cost $53 as of this writing. It's still a tiny company, with just over $200 million in trailing-12-month earnings. Investors can expect a lot from this high-growth company in the future.</p>\n<h2>2. Revolve Group: Not your typical fashion company</h2>\n<p>At first glance, Revolve Group's website doesn't look different than most other fashion-forward websites. But there's a reason this online fashion retailer that focuses on selling dresses and other apparel for social events is growing by leaps and bounds. That reason involves the underlying infrastructure that's supporting the company's operations. That infrastructure includes 18 years' worth of data supplying its technology-backed artificial intelligence, a modern approach to e-commerce that includes partnerships with influencers and thousands of brands that appeal to its Gen X target consumer.</p>\n<p>Third-quarter sales increased 62% year over year to $244 million, an acceleration from the second quarter. Net income decreased 14% year over year as the company scales, but posting a profit is a great sign from a growth company.</p>\n<p>International sales made up 19% of the total, which is an unusually high number. Its technology supports international sales, and that opens up its addressable market.</p>\n<p>Revolve Group stock is up 160% year to date and shares trade at 66 times trailing-12-month earnings at a current price of $81 a share. But that price won't last long as investors scoop up shares of this high-growth stock.</p>\n<h2>3. Offerpad: Chasing a $1.9 trillion market opportunity</h2>\n<p>Offerpad wants to buy your house for cash before you list it with a Realtor. Then it wants to renovate and flip it, making money in the process. It's a model called ibuying and it's becoming more popular and may soon become the standard in the U.S. real estate market.</p>\n<p>The company's management sees a massive $1.9 trillion opportunity in the housing market, of which only 1% is now online. It has a $1 trillion market in what it calls the \"buy box today\" market, which are U.S. homes for sale that cost up to $750,000.</p>\n<p>Many readers know that <b><a href=\"https://laohu8.com/S/Z\">Zillow</a> Group</b>&nbsp;just bowed out of this market, but it's not clear that there's something wrong with the market or just something wrong with Zillow's ibuying operations. Competitors like Offerpad and <b>Opendoor Technologies</b>&nbsp;are posting high growth, and while investors should do their own research, they shouldn't be scared off from the industry.</p>\n<p>In the third quarter, Offerpad revenue increased 190% year over year to $540 million, and gross profit increased 160% to $53 million. The company sold 1,673 homes, or more than double year over year, and raised its outlook to a midpoint of $1.88 billion in total 2021 sales. Net loss for the quarter expanded from $3 million in 2020 to $15 million in 2021.</p>\n<p>Offerpad stock went public almost a year ago, and shares are down 34.5% year to date, trading around $7.20 a share as of this writing. There's risk involved in investing in this company since it deals with a capital-intensive model, losses are widening, and ibuying hasn't been proven to be a secure business yet. But at this price and with its current growth rates, Offerpad might be a stock to consider for your portfolio.</p>","source":"fool_stock","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 Unstoppable Stocks You Can Buy Right Now for Less Than $100</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Unstoppable Stocks You Can Buy Right Now for Less Than $100\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 17:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/24/3-unstoppable-stocks-can-buy-for-less-that-100/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many investors get into trading stocks with the desire to find top stocks to buy into early in their growth cycle. That's not so easy to do these days when many stocks get hyped before they even reach...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/24/3-unstoppable-stocks-can-buy-for-less-that-100/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLBE":"Global-E Online Ltd.","BK4539":"次新股","OPAD":"Offerpad Solutions","RVLV":"Revolve Group, LLC","BK4122":"互联网与直销零售"},"source_url":"https://www.fool.com/investing/2021/11/24/3-unstoppable-stocks-can-buy-for-less-that-100/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185354679","content_text":"Many investors get into trading stocks with the desire to find top stocks to buy into early in their growth cycle. That's not so easy to do these days when many stocks get hyped before they even reach the open markets and end up trading at high prices by the time you feel comfortable adding them to your portfolio.\nStill, there are occasional hidden gems in the market that are quietly gaining in growth and recognition, with shares still trading at relatively low prices. Global-e Online (NASDAQ:GLBE), Revolve Group (NYSE:RVLV), and Offerpad Solutions (NYSE:OPAD) are three stocks trading below $100 a share that are demonstrating show-stopping growth. Let's find out a bit more about them.\n1. Global-e Online: It's a small world after all\nGlobal-e Online offers cross-border payment solutions for online retailers. As more and more e-commerce companies expand into new markets and begin to offer international shipping, they begin to discover that there are challenges to making the process cost-effective and worth the investment.\nGlobal-e comes in to make the process easy, offering features that efficiently manage shipping options, local currencies, calculating customs, and international returns. It has two programs, one for small businesses and one for larger-volume clients, as well as a program with Meta Platforms (formerly Facebook) to assist the thousands of sellers using Facebook Marketplace.\nIt works with some of the biggest online retailers in the world, including the biggest, French luxury conglomerate LVMH, as well as brands like cosmetic-giant Sephora Asia and French fashion house Givenchy. It also has strong exposure from its partnership with e-commerce master Shopify, through which it powers international commerce with many small and medium-sized brands operating through Shopify services.\nThe company is ramping up its operations exponentially. In the third quarter, gross merchandise volume (GMV) grew 86% year over year to a record $352 million, and revenue increased 77% to a record $59 million. That was particularly impressive as e-commerce has begun to modulate after COVID-19 restrictions eased. Gross profit grew 127% year over year to $2 million, although Globel-e posted a $28.5 million loss after a $1.2 million profit last year. Much of the loss was related to increased expenses of scaling up operations specifically related to its Shopify integration.\nGlobal-e stock went public in May at $25 a share and is up 111% since then. It's not exactly cheap, trading at 43 times trailing-12-month sales, but shares cost $53 as of this writing. It's still a tiny company, with just over $200 million in trailing-12-month earnings. Investors can expect a lot from this high-growth company in the future.\n2. Revolve Group: Not your typical fashion company\nAt first glance, Revolve Group's website doesn't look different than most other fashion-forward websites. But there's a reason this online fashion retailer that focuses on selling dresses and other apparel for social events is growing by leaps and bounds. That reason involves the underlying infrastructure that's supporting the company's operations. That infrastructure includes 18 years' worth of data supplying its technology-backed artificial intelligence, a modern approach to e-commerce that includes partnerships with influencers and thousands of brands that appeal to its Gen X target consumer.\nThird-quarter sales increased 62% year over year to $244 million, an acceleration from the second quarter. Net income decreased 14% year over year as the company scales, but posting a profit is a great sign from a growth company.\nInternational sales made up 19% of the total, which is an unusually high number. Its technology supports international sales, and that opens up its addressable market.\nRevolve Group stock is up 160% year to date and shares trade at 66 times trailing-12-month earnings at a current price of $81 a share. But that price won't last long as investors scoop up shares of this high-growth stock.\n3. Offerpad: Chasing a $1.9 trillion market opportunity\nOfferpad wants to buy your house for cash before you list it with a Realtor. Then it wants to renovate and flip it, making money in the process. It's a model called ibuying and it's becoming more popular and may soon become the standard in the U.S. real estate market.\nThe company's management sees a massive $1.9 trillion opportunity in the housing market, of which only 1% is now online. It has a $1 trillion market in what it calls the \"buy box today\" market, which are U.S. homes for sale that cost up to $750,000.\nMany readers know that Zillow Group just bowed out of this market, but it's not clear that there's something wrong with the market or just something wrong with Zillow's ibuying operations. Competitors like Offerpad and Opendoor Technologies are posting high growth, and while investors should do their own research, they shouldn't be scared off from the industry.\nIn the third quarter, Offerpad revenue increased 190% year over year to $540 million, and gross profit increased 160% to $53 million. The company sold 1,673 homes, or more than double year over year, and raised its outlook to a midpoint of $1.88 billion in total 2021 sales. Net loss for the quarter expanded from $3 million in 2020 to $15 million in 2021.\nOfferpad stock went public almost a year ago, and shares are down 34.5% year to date, trading around $7.20 a share as of this writing. There's risk involved in investing in this company since it deals with a capital-intensive model, losses are widening, and ibuying hasn't been proven to be a secure business yet. But at this price and with its current growth rates, Offerpad might be a stock to consider for your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688866921,"gmtCreate":1657590025364,"gmtModify":1704867640414,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ouch","listText":"Ouch","text":"Ouch","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688866921","repostId":"1126178618","repostType":2,"repost":{"id":"1126178618","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657583559,"share":"https://www.laohu8.com/m/news/1126178618?lang=&edition=full","pubTime":"2022-07-12 07:52","market":"us","language":"zh","title":"昨夜今晨 | 蓝筹科技领跌美股！中概股重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1126178618","media":"老虎资讯综合","summary":"摘要：①隔夜美股收跌，纳指跌2.26%，中概股普跌；②欧洲天然气一度跌12%，黄金创9个月新低；③美国商务部长表示，芯片法案将最终得以在国会通过；④首批8艘外国运粮船已抵达乌克兰港口。海外市场1、隔夜","content":"<html><head></head><body><blockquote>摘要：①隔夜美股收跌，纳指跌2.26%，中概股普跌；②欧洲天然气一度跌12%，黄金创9个月新低；③美国商务部长表示，芯片法案将最终得以在国会通过；④首批8艘外国运粮船已抵达乌克兰港口。</blockquote><p>海外市场</p><p>1、隔夜美股收跌 大型科技股全数走低</p><p>周一美股三大指数收跌，投资者关注疫情形势，市场等待周三发布的美国6月消费者通胀数据和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>与<a href=\"https://laohu8.com/S/C\">花旗</a>等大型银行的财报。对美联储激进加息的押注以及美元指数创20年来新高。</p><p>截至收盘，纳指跌2.26%，标普500指数跌1.15%，道指跌0.52%。大型科技股全数走低，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.48%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.18%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌3.03%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.28%，Meta跌4.68%。</p><p>2、热门中概股周一收盘普遍收跌 新能源车普跌</p><p>周一热门中概股普遍收跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌12.15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌11.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌10.03%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌9.37%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌5.69%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌3.90%，新能源车股普跌，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌8.98%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌8.96%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌4.04%。</p><p>3、欧洲主要股指集体收跌德国DAX30指数跌1.4%</p><p>周一欧洲主要股指集体收跌，德国DAX30指数跌1.4%，法国CAC40指数跌0.61%，欧洲斯托克50指数跌0.99%，意大利富时MIB指数跌0.92%。</p><p>4、纽约天然气期货价格收高6.5% 原油期货收跌0.7%</p><p>受欧洲主要管道计划关闭的提振，纽约商品交易所8月交割的天然气期货价格周一上涨6.5%，收于每百万英热单位6.426美元。此外，欧洲天然气价格一度大跌12%，此前加拿大表示，决定将送修的北溪1号天然气管道涡轮机归还德国。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>部在竞标中出售了4500万桶战略石油储备（SPR）中的3890万桶。原油期货收跌，8月交割的西德州中质原油（WTI）期货跌0.67%，收于每桶104.09美元。布伦特原油期货上涨8美分，涨幅为0.07%，收于每桶107.10美元。</p><p>5、纽约黄金期货周一收跌0.6% 创9个月来最低水平</p><p>金价创逾9个月最低收盘价， 周一纽约商品交易所8月交割的黄金期货价格跌0.61%，报收于每盎司1731.70美元。</p><p>国际宏观</p><p>1、美联储警告称加息太快可能导致“转向过度”</p><p>堪萨斯城联储行长Esther George称，急于收紧政策可能适得其反。沟通加息路径可能比达到目标的速度重要得多。利率调整过快会带来转向过度的问题。此前，在6月的FOMC会上，George投下了她职业生涯中的第一张鸽派反对票。她表示，她理解迅速加息抗通胀的愿望，但担心这样做弊大于利。</p><p>2、亚特兰大联储行长Bostic相信美国经济能够承受再次超大幅度加息</p><p>亚特兰大联储行长Raphael Bostic表示，美国经济可以承受更高的利率，并重申支持本月晚些时候再次大幅加息。他表示，“我相信经济将能够承受下一步行动。我支持加息75个基点。”</p><p>3、美国总统拜登将于12日访问中东</p><p>当地时间7月11日，美国总统国家安全事务助理杰克·沙利文在当天的白宫简报会上宣布，美国总统拜登将于12日前往以色列、约旦河西岸和沙特阿拉伯。沙利文表示，此访是拜登作为总统首次访问中东。</p><p>4、美国商务部长雷蒙多：美国芯片法案将最终得以在国会通过</p><p>美国商务部长雷蒙多表示，美国芯片法案将最终得以在国会通过，两周内在芯片法案上取得了巨大进展。</p><p>5、拜登的又一次挫败：科技巨头的全球税收革命推迟到2024年</p><p>7月11日周一，经济合作与发展组织（OECD）在制定修改全球税收协定的法律文书方面遭遇了重重技术困难，谈判代表最初将新制度的生效目标定在明年，而现在该协议的实施最早将推迟到2024年。该协议旨在解决猖獗的跨境利润转移问题，预计跨境利润转移每年给各国政府造成1000亿至2400亿美元的税收损失。</p><p>6、美国楼市显著降温的又一信号：购房者取消交易的比例创疫情初期以来最高</p><p>根据Redfin最新报告数据，美国6月份被取消的现房销售协议，占所有签订销售合同房屋的比例接近15%。该比例创下自2020年初以来的最高，彼时受到疫情影响购房活动一度暂停。一年前，取消购房的比例约为11%。</p><p>7、民调显示拜登在党内支持度下滑 64%的人希望2024年大选另有候选人</p><p>将近三分之二的美国民主党选民表示，他们更愿意是其他人而不是现任总统乔·拜登作为2024年总统大选的民主党候选人，凸显了通胀飙升以及美国人对拜登的表现不满给白宫带来的政治压力。64%做出回应的受访者表示，他们希望在下一次总统选举中是另一位候选人，其中三分之一表示拜登的年龄是他们做出这种选择的原因。</p><p>8、能源出口表现强劲 俄罗斯二季度关键贸易数据创近30年新高</p><p>当地时间周一（7月11日），俄罗斯央行数据显示，今年二季度，该国经常账户盈余达到了701亿美元，创下了至少1994年以来的最高水平，这主要得益于能源和大宗商品出口收入激增。俄罗斯二季度出口额为1531亿美元，略低于一季度的1664亿美元，进口也从887亿下降到723亿美元。此外，2022年前六个月，俄罗斯的经常账户盈余达到了1385亿美元。</p><p>9、英国保守党领导人选举第一轮投票将于13日举行</p><p>英国保守党领导人选举第一轮投票将于当地时间7月13日13时30分至15时30分进行，结果将在当天晚些时候公布。新领导人将在英国议会夏季休会后的9月5日宣布，在此之前，鲍里斯·约翰逊将继续担任看守首相。</p><p>10、法国国民议会否决左翼联盟对现任政府的不信任动议</p><p>当地时间7月11日，法国国民议会针对左翼党派联盟对法国现任政府的不信任提案进行投票表决。最终146票赞成，远未达到289票的绝对多数，因此该不信任提案被法国国民议会否决。上周，法国总理博尔内在国民议会举行施政演讲前，以“不屈法国”为首的左翼政党联盟号召对博尔内政府进行不信任表决投票。</p><p>俄乌局势</p><p>1、“北溪-1”输气管道进行断气维修 乌方称俄袭击哈尔科夫致死伤多人</p><p>据俄罗斯塔斯社11日报道，俄罗斯向欧洲输送天然气的主要管道“北溪-1”于莫斯科时间11日7时开始年度维修，管道输气已暂停。据乌通社当日报道，俄军11日动用多管火箭炮向哈尔科夫市发动袭击。</p><p>2、普京签署总统令 规定乌所有居民可简化程序获俄公民身份</p><p>俄罗斯和乌克兰11日持续在顿涅茨克和哈尔科夫州激烈攻防。俄总统普京当日签署总统令，规定乌所有居民可以通过简化程序获取俄公民身份。乌国防部长列兹尼科夫10日称，总统泽连斯基已指示最高军事将领制定夺回南部沿海地区的计划。</p><p>3、美国敦促印度和日本支持俄油价格上限计划</p><p>据报道，美国能源部长詹妮弗·格兰霍姆将利用与印度和日本等国的会谈，争取支持一项旨在限制俄罗斯石油价格的新举措。报道称，格兰霍姆计划在访问悉尼期间与四国集团(澳大利亚、印度、日本和美国)的同行会面，会谈还将涉及清洁能源技术所需关键矿物供应方面的合作，与澳大利亚盟友的会谈还将侧重于清洁氢、电网增强、碳捕获和储存等领域的技术共享，以及关键矿物供应链的合作。</p><p>4、首批8艘外国运粮船已抵达乌克兰港口</p><p>乌克兰媒体11日报道称，随着乌克兰恢复对蛇岛的控制，第一批用于出口粮食的外国船只已抵达乌克兰港口。 乌克兰军方当天发布消息称，乌克兰海军护送首批8艘用于出口乌粮食的外国船只通过多瑙河黑海航道抵达了乌克兰港口。</p><p>公司新闻</p><p>1、推特：与马斯克的协议未终止 银行债务承诺书和股权承诺书仍有效</p><p>推特表示，与马斯克的协议未终止，银行债务承诺书和股权承诺书仍有效；声称的终止协议无效，是基于以下的单独原因，即马斯克和马斯克各方“故意、有意、固执并严重地”违反了协议；公司保留所有合同、法律和其他权利。</p><p>2、<a href=\"https://laohu8.com/NW/2250674789\" target=\"_blank\">推特：马斯克终止收购的提议是“无效和错误的”</a></p><p>推特周一在一封写给马斯克律师的信中表示，马斯克终止以440亿美元收购该社交媒体公司的提议是“无效和错误的”。</p><p>上周五，马斯克宣布他将终止履行4月25日达成的价值440亿美元的收购计划，理由是推特严重违反了合并协议中的多项条款。</p><p>3、标普将推特的评级保持在负面观察名单 授予BB+评级</p><p>标普表示，因推特与马斯克的交易摇摇欲坠，将推特的评级保持在负面观察名单，授予BB+评级。</p><p>4、<a href=\"https://laohu8.com/NW/2250950837\" target=\"_blank\">巴克莱和美国银行：6月信用卡数据显示美国消费者疲软</a></p><p>两家银行称，美国人6月份减少了信用卡消费，预示着美国零售销售将再度表现疲软。PoojaSriram牵头的巴克莱经济学家称，他们的内部信用卡数据表明上个月零售销售可能下降0.4%，这将是连续第二个月下降。最近的数据表明，美国消费者可能开始削减支出，这“让我们怀疑是否即将出现消费支出的更急剧放缓”。与此同时，美国银行的信用卡数据表明6月份平均每家庭支出增长0.3%。美国银行经济学家表示，6月触及纪录高位的汽油价格正在迫使消费者减少其他支出。</p><p>5、传特斯拉的竞争对手Rivian计划裁员数百人</p><p>综合多家美国媒体报道，知情人士透露，电动汽车制造商Rivian Automotive Inc.计划在增长过快的领域裁员数百人，裁员将集中在非制造业岗位，包括职能重复的团队。</p><p>6、<a href=\"https://laohu8.com/NW/2250528579\" target=\"_blank\">木头姐二季度建仓通用汽车，增持小鹏汽车和英伟达，减持特斯拉但仍然是重仓股</a></p><p>13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做多通用汽车和SPDR标普500<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>信托等4家公司或基金。清仓SomaLogic等7只股票。增持英伟达、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通讯、908 Devices Inc．、小鹏汽车ADR等96只股票。减持特斯拉、加拿大电商Shopify等218只股票。重仓股包括Zoom、特斯拉、Ruko、<a href=\"https://laohu8.com/S/PATH\">UiPath</a>、Teladoc Health Inc．。</p><p>7、<a href=\"https://laohu8.com/NW/2250566149\" target=\"_blank\">供应链困境下 梅赛德斯奔驰二季度汽车销量骤降16%</a></p><p>二季度，奔驰纯电动汽车销量同比增长90%至2.35万辆，而由于芯片供应问题，第二季度高端豪华车销量同比下降16%。受新冠疫情和半导体长期短缺影响，梅赛德斯奔驰集团第二季度乘用车总销量同比下降16%至49万辆。</p></body></html>","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>昨夜今晨 | 蓝筹科技领跌美股！中概股重挫</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨 | 蓝筹科技领跌美股！中概股重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-07-12 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①隔夜美股收跌，纳指跌2.26%，中概股普跌；②欧洲天然气一度跌12%，黄金创9个月新低；③美国商务部长表示，芯片法案将最终得以在国会通过；④首批8艘外国运粮船已抵达乌克兰港口。</blockquote><p>海外市场</p><p>1、隔夜美股收跌 大型科技股全数走低</p><p>周一美股三大指数收跌，投资者关注疫情形势，市场等待周三发布的美国6月消费者通胀数据和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>与<a href=\"https://laohu8.com/S/C\">花旗</a>等大型银行的财报。对美联储激进加息的押注以及美元指数创20年来新高。</p><p>截至收盘，纳指跌2.26%，标普500指数跌1.15%，道指跌0.52%。大型科技股全数走低，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.48%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.18%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌3.03%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌3.28%，Meta跌4.68%。</p><p>2、热门中概股周一收盘普遍收跌 新能源车普跌</p><p>周一热门中概股普遍收跌，<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌12.15%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌11.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌10.03%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌9.37%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌5.69%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌3.90%，新能源车股普跌，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌8.98%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌8.96%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌4.04%。</p><p>3、欧洲主要股指集体收跌德国DAX30指数跌1.4%</p><p>周一欧洲主要股指集体收跌，德国DAX30指数跌1.4%，法国CAC40指数跌0.61%，欧洲斯托克50指数跌0.99%，意大利富时MIB指数跌0.92%。</p><p>4、纽约天然气期货价格收高6.5% 原油期货收跌0.7%</p><p>受欧洲主要管道计划关闭的提振，纽约商品交易所8月交割的天然气期货价格周一上涨6.5%，收于每百万英热单位6.426美元。此外，欧洲天然气价格一度大跌12%，此前加拿大表示，决定将送修的北溪1号天然气管道涡轮机归还德国。</p><p><a href=\"https://laohu8.com/S/USEG\">美国能源</a>部在竞标中出售了4500万桶战略石油储备（SPR）中的3890万桶。原油期货收跌，8月交割的西德州中质原油（WTI）期货跌0.67%，收于每桶104.09美元。布伦特原油期货上涨8美分，涨幅为0.07%，收于每桶107.10美元。</p><p>5、纽约黄金期货周一收跌0.6% 创9个月来最低水平</p><p>金价创逾9个月最低收盘价， 周一纽约商品交易所8月交割的黄金期货价格跌0.61%，报收于每盎司1731.70美元。</p><p>国际宏观</p><p>1、美联储警告称加息太快可能导致“转向过度”</p><p>堪萨斯城联储行长Esther George称，急于收紧政策可能适得其反。沟通加息路径可能比达到目标的速度重要得多。利率调整过快会带来转向过度的问题。此前，在6月的FOMC会上，George投下了她职业生涯中的第一张鸽派反对票。她表示，她理解迅速加息抗通胀的愿望，但担心这样做弊大于利。</p><p>2、亚特兰大联储行长Bostic相信美国经济能够承受再次超大幅度加息</p><p>亚特兰大联储行长Raphael Bostic表示，美国经济可以承受更高的利率，并重申支持本月晚些时候再次大幅加息。他表示，“我相信经济将能够承受下一步行动。我支持加息75个基点。”</p><p>3、美国总统拜登将于12日访问中东</p><p>当地时间7月11日，美国总统国家安全事务助理杰克·沙利文在当天的白宫简报会上宣布，美国总统拜登将于12日前往以色列、约旦河西岸和沙特阿拉伯。沙利文表示，此访是拜登作为总统首次访问中东。</p><p>4、美国商务部长雷蒙多：美国芯片法案将最终得以在国会通过</p><p>美国商务部长雷蒙多表示，美国芯片法案将最终得以在国会通过，两周内在芯片法案上取得了巨大进展。</p><p>5、拜登的又一次挫败：科技巨头的全球税收革命推迟到2024年</p><p>7月11日周一，经济合作与发展组织（OECD）在制定修改全球税收协定的法律文书方面遭遇了重重技术困难，谈判代表最初将新制度的生效目标定在明年，而现在该协议的实施最早将推迟到2024年。该协议旨在解决猖獗的跨境利润转移问题，预计跨境利润转移每年给各国政府造成1000亿至2400亿美元的税收损失。</p><p>6、美国楼市显著降温的又一信号：购房者取消交易的比例创疫情初期以来最高</p><p>根据Redfin最新报告数据，美国6月份被取消的现房销售协议，占所有签订销售合同房屋的比例接近15%。该比例创下自2020年初以来的最高，彼时受到疫情影响购房活动一度暂停。一年前，取消购房的比例约为11%。</p><p>7、民调显示拜登在党内支持度下滑 64%的人希望2024年大选另有候选人</p><p>将近三分之二的美国民主党选民表示，他们更愿意是其他人而不是现任总统乔·拜登作为2024年总统大选的民主党候选人，凸显了通胀飙升以及美国人对拜登的表现不满给白宫带来的政治压力。64%做出回应的受访者表示，他们希望在下一次总统选举中是另一位候选人，其中三分之一表示拜登的年龄是他们做出这种选择的原因。</p><p>8、能源出口表现强劲 俄罗斯二季度关键贸易数据创近30年新高</p><p>当地时间周一（7月11日），俄罗斯央行数据显示，今年二季度，该国经常账户盈余达到了701亿美元，创下了至少1994年以来的最高水平，这主要得益于能源和大宗商品出口收入激增。俄罗斯二季度出口额为1531亿美元，略低于一季度的1664亿美元，进口也从887亿下降到723亿美元。此外，2022年前六个月，俄罗斯的经常账户盈余达到了1385亿美元。</p><p>9、英国保守党领导人选举第一轮投票将于13日举行</p><p>英国保守党领导人选举第一轮投票将于当地时间7月13日13时30分至15时30分进行，结果将在当天晚些时候公布。新领导人将在英国议会夏季休会后的9月5日宣布，在此之前，鲍里斯·约翰逊将继续担任看守首相。</p><p>10、法国国民议会否决左翼联盟对现任政府的不信任动议</p><p>当地时间7月11日，法国国民议会针对左翼党派联盟对法国现任政府的不信任提案进行投票表决。最终146票赞成，远未达到289票的绝对多数，因此该不信任提案被法国国民议会否决。上周，法国总理博尔内在国民议会举行施政演讲前，以“不屈法国”为首的左翼政党联盟号召对博尔内政府进行不信任表决投票。</p><p>俄乌局势</p><p>1、“北溪-1”输气管道进行断气维修 乌方称俄袭击哈尔科夫致死伤多人</p><p>据俄罗斯塔斯社11日报道，俄罗斯向欧洲输送天然气的主要管道“北溪-1”于莫斯科时间11日7时开始年度维修，管道输气已暂停。据乌通社当日报道，俄军11日动用多管火箭炮向哈尔科夫市发动袭击。</p><p>2、普京签署总统令 规定乌所有居民可简化程序获俄公民身份</p><p>俄罗斯和乌克兰11日持续在顿涅茨克和哈尔科夫州激烈攻防。俄总统普京当日签署总统令，规定乌所有居民可以通过简化程序获取俄公民身份。乌国防部长列兹尼科夫10日称，总统泽连斯基已指示最高军事将领制定夺回南部沿海地区的计划。</p><p>3、美国敦促印度和日本支持俄油价格上限计划</p><p>据报道，美国能源部长詹妮弗·格兰霍姆将利用与印度和日本等国的会谈，争取支持一项旨在限制俄罗斯石油价格的新举措。报道称，格兰霍姆计划在访问悉尼期间与四国集团(澳大利亚、印度、日本和美国)的同行会面，会谈还将涉及清洁能源技术所需关键矿物供应方面的合作，与澳大利亚盟友的会谈还将侧重于清洁氢、电网增强、碳捕获和储存等领域的技术共享，以及关键矿物供应链的合作。</p><p>4、首批8艘外国运粮船已抵达乌克兰港口</p><p>乌克兰媒体11日报道称，随着乌克兰恢复对蛇岛的控制，第一批用于出口粮食的外国船只已抵达乌克兰港口。 乌克兰军方当天发布消息称，乌克兰海军护送首批8艘用于出口乌粮食的外国船只通过多瑙河黑海航道抵达了乌克兰港口。</p><p>公司新闻</p><p>1、推特：与马斯克的协议未终止 银行债务承诺书和股权承诺书仍有效</p><p>推特表示，与马斯克的协议未终止，银行债务承诺书和股权承诺书仍有效；声称的终止协议无效，是基于以下的单独原因，即马斯克和马斯克各方“故意、有意、固执并严重地”违反了协议；公司保留所有合同、法律和其他权利。</p><p>2、<a href=\"https://laohu8.com/NW/2250674789\" target=\"_blank\">推特：马斯克终止收购的提议是“无效和错误的”</a></p><p>推特周一在一封写给马斯克律师的信中表示，马斯克终止以440亿美元收购该社交媒体公司的提议是“无效和错误的”。</p><p>上周五，马斯克宣布他将终止履行4月25日达成的价值440亿美元的收购计划，理由是推特严重违反了合并协议中的多项条款。</p><p>3、标普将推特的评级保持在负面观察名单 授予BB+评级</p><p>标普表示，因推特与马斯克的交易摇摇欲坠，将推特的评级保持在负面观察名单，授予BB+评级。</p><p>4、<a href=\"https://laohu8.com/NW/2250950837\" target=\"_blank\">巴克莱和美国银行：6月信用卡数据显示美国消费者疲软</a></p><p>两家银行称，美国人6月份减少了信用卡消费，预示着美国零售销售将再度表现疲软。PoojaSriram牵头的巴克莱经济学家称，他们的内部信用卡数据表明上个月零售销售可能下降0.4%，这将是连续第二个月下降。最近的数据表明，美国消费者可能开始削减支出，这“让我们怀疑是否即将出现消费支出的更急剧放缓”。与此同时，美国银行的信用卡数据表明6月份平均每家庭支出增长0.3%。美国银行经济学家表示，6月触及纪录高位的汽油价格正在迫使消费者减少其他支出。</p><p>5、传特斯拉的竞争对手Rivian计划裁员数百人</p><p>综合多家美国媒体报道，知情人士透露，电动汽车制造商Rivian Automotive Inc.计划在增长过快的领域裁员数百人，裁员将集中在非制造业岗位，包括职能重复的团队。</p><p>6、<a href=\"https://laohu8.com/NW/2250528579\" target=\"_blank\">木头姐二季度建仓通用汽车，增持小鹏汽车和英伟达，减持特斯拉但仍然是重仓股</a></p><p>13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做多通用汽车和SPDR标普500<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>信托等4家公司或基金。清仓SomaLogic等7只股票。增持英伟达、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>视频通讯、908 Devices Inc．、小鹏汽车ADR等96只股票。减持特斯拉、加拿大电商Shopify等218只股票。重仓股包括Zoom、特斯拉、Ruko、<a href=\"https://laohu8.com/S/PATH\">UiPath</a>、Teladoc Health Inc．。</p><p>7、<a href=\"https://laohu8.com/NW/2250566149\" target=\"_blank\">供应链困境下 梅赛德斯奔驰二季度汽车销量骤降16%</a></p><p>二季度，奔驰纯电动汽车销量同比增长90%至2.35万辆，而由于芯片供应问题，第二季度高端豪华车销量同比下降16%。受新冠疫情和半导体长期短缺影响，梅赛德斯奔驰集团第二季度乘用车总销量同比下降16%至49万辆。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯","TTTN":"老虎中美互联网巨头ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126178618","content_text":"摘要：①隔夜美股收跌，纳指跌2.26%，中概股普跌；②欧洲天然气一度跌12%，黄金创9个月新低；③美国商务部长表示，芯片法案将最终得以在国会通过；④首批8艘外国运粮船已抵达乌克兰港口。海外市场1、隔夜美股收跌 大型科技股全数走低周一美股三大指数收跌，投资者关注疫情形势，市场等待周三发布的美国6月消费者通胀数据和摩根大通与花旗等大型银行的财报。对美联储激进加息的押注以及美元指数创20年来新高。截至收盘，纳指跌2.26%，标普500指数跌1.15%，道指跌0.52%。大型科技股全数走低，苹果跌1.48%，微软跌1.18%，谷歌跌3.03%，亚马逊跌3.28%，Meta跌4.68%。2、热门中概股周一收盘普遍收跌 新能源车普跌周一热门中概股普遍收跌，好未来跌12.15%，新东方跌11.34%，拼多多跌10.03%，阿里巴巴跌9.37%，百度跌5.69%，京东跌3.90%，新能源车股普跌，蔚来跌8.98%，小鹏汽车跌8.96%，理想汽车跌4.04%。3、欧洲主要股指集体收跌德国DAX30指数跌1.4%周一欧洲主要股指集体收跌，德国DAX30指数跌1.4%，法国CAC40指数跌0.61%，欧洲斯托克50指数跌0.99%，意大利富时MIB指数跌0.92%。4、纽约天然气期货价格收高6.5% 原油期货收跌0.7%受欧洲主要管道计划关闭的提振，纽约商品交易所8月交割的天然气期货价格周一上涨6.5%，收于每百万英热单位6.426美元。此外，欧洲天然气价格一度大跌12%，此前加拿大表示，决定将送修的北溪1号天然气管道涡轮机归还德国。美国能源部在竞标中出售了4500万桶战略石油储备（SPR）中的3890万桶。原油期货收跌，8月交割的西德州中质原油（WTI）期货跌0.67%，收于每桶104.09美元。布伦特原油期货上涨8美分，涨幅为0.07%，收于每桶107.10美元。5、纽约黄金期货周一收跌0.6% 创9个月来最低水平金价创逾9个月最低收盘价， 周一纽约商品交易所8月交割的黄金期货价格跌0.61%，报收于每盎司1731.70美元。国际宏观1、美联储警告称加息太快可能导致“转向过度”堪萨斯城联储行长Esther George称，急于收紧政策可能适得其反。沟通加息路径可能比达到目标的速度重要得多。利率调整过快会带来转向过度的问题。此前，在6月的FOMC会上，George投下了她职业生涯中的第一张鸽派反对票。她表示，她理解迅速加息抗通胀的愿望，但担心这样做弊大于利。2、亚特兰大联储行长Bostic相信美国经济能够承受再次超大幅度加息亚特兰大联储行长Raphael Bostic表示，美国经济可以承受更高的利率，并重申支持本月晚些时候再次大幅加息。他表示，“我相信经济将能够承受下一步行动。我支持加息75个基点。”3、美国总统拜登将于12日访问中东当地时间7月11日，美国总统国家安全事务助理杰克·沙利文在当天的白宫简报会上宣布，美国总统拜登将于12日前往以色列、约旦河西岸和沙特阿拉伯。沙利文表示，此访是拜登作为总统首次访问中东。4、美国商务部长雷蒙多：美国芯片法案将最终得以在国会通过美国商务部长雷蒙多表示，美国芯片法案将最终得以在国会通过，两周内在芯片法案上取得了巨大进展。5、拜登的又一次挫败：科技巨头的全球税收革命推迟到2024年7月11日周一，经济合作与发展组织（OECD）在制定修改全球税收协定的法律文书方面遭遇了重重技术困难，谈判代表最初将新制度的生效目标定在明年，而现在该协议的实施最早将推迟到2024年。该协议旨在解决猖獗的跨境利润转移问题，预计跨境利润转移每年给各国政府造成1000亿至2400亿美元的税收损失。6、美国楼市显著降温的又一信号：购房者取消交易的比例创疫情初期以来最高根据Redfin最新报告数据，美国6月份被取消的现房销售协议，占所有签订销售合同房屋的比例接近15%。该比例创下自2020年初以来的最高，彼时受到疫情影响购房活动一度暂停。一年前，取消购房的比例约为11%。7、民调显示拜登在党内支持度下滑 64%的人希望2024年大选另有候选人将近三分之二的美国民主党选民表示，他们更愿意是其他人而不是现任总统乔·拜登作为2024年总统大选的民主党候选人，凸显了通胀飙升以及美国人对拜登的表现不满给白宫带来的政治压力。64%做出回应的受访者表示，他们希望在下一次总统选举中是另一位候选人，其中三分之一表示拜登的年龄是他们做出这种选择的原因。8、能源出口表现强劲 俄罗斯二季度关键贸易数据创近30年新高当地时间周一（7月11日），俄罗斯央行数据显示，今年二季度，该国经常账户盈余达到了701亿美元，创下了至少1994年以来的最高水平，这主要得益于能源和大宗商品出口收入激增。俄罗斯二季度出口额为1531亿美元，略低于一季度的1664亿美元，进口也从887亿下降到723亿美元。此外，2022年前六个月，俄罗斯的经常账户盈余达到了1385亿美元。9、英国保守党领导人选举第一轮投票将于13日举行英国保守党领导人选举第一轮投票将于当地时间7月13日13时30分至15时30分进行，结果将在当天晚些时候公布。新领导人将在英国议会夏季休会后的9月5日宣布，在此之前，鲍里斯·约翰逊将继续担任看守首相。10、法国国民议会否决左翼联盟对现任政府的不信任动议当地时间7月11日，法国国民议会针对左翼党派联盟对法国现任政府的不信任提案进行投票表决。最终146票赞成，远未达到289票的绝对多数，因此该不信任提案被法国国民议会否决。上周，法国总理博尔内在国民议会举行施政演讲前，以“不屈法国”为首的左翼政党联盟号召对博尔内政府进行不信任表决投票。俄乌局势1、“北溪-1”输气管道进行断气维修 乌方称俄袭击哈尔科夫致死伤多人据俄罗斯塔斯社11日报道，俄罗斯向欧洲输送天然气的主要管道“北溪-1”于莫斯科时间11日7时开始年度维修，管道输气已暂停。据乌通社当日报道，俄军11日动用多管火箭炮向哈尔科夫市发动袭击。2、普京签署总统令 规定乌所有居民可简化程序获俄公民身份俄罗斯和乌克兰11日持续在顿涅茨克和哈尔科夫州激烈攻防。俄总统普京当日签署总统令，规定乌所有居民可以通过简化程序获取俄公民身份。乌国防部长列兹尼科夫10日称，总统泽连斯基已指示最高军事将领制定夺回南部沿海地区的计划。3、美国敦促印度和日本支持俄油价格上限计划据报道，美国能源部长詹妮弗·格兰霍姆将利用与印度和日本等国的会谈，争取支持一项旨在限制俄罗斯石油价格的新举措。报道称，格兰霍姆计划在访问悉尼期间与四国集团(澳大利亚、印度、日本和美国)的同行会面，会谈还将涉及清洁能源技术所需关键矿物供应方面的合作，与澳大利亚盟友的会谈还将侧重于清洁氢、电网增强、碳捕获和储存等领域的技术共享，以及关键矿物供应链的合作。4、首批8艘外国运粮船已抵达乌克兰港口乌克兰媒体11日报道称，随着乌克兰恢复对蛇岛的控制，第一批用于出口粮食的外国船只已抵达乌克兰港口。 乌克兰军方当天发布消息称，乌克兰海军护送首批8艘用于出口乌粮食的外国船只通过多瑙河黑海航道抵达了乌克兰港口。公司新闻1、推特：与马斯克的协议未终止 银行债务承诺书和股权承诺书仍有效推特表示，与马斯克的协议未终止，银行债务承诺书和股权承诺书仍有效；声称的终止协议无效，是基于以下的单独原因，即马斯克和马斯克各方“故意、有意、固执并严重地”违反了协议；公司保留所有合同、法律和其他权利。2、推特：马斯克终止收购的提议是“无效和错误的”推特周一在一封写给马斯克律师的信中表示，马斯克终止以440亿美元收购该社交媒体公司的提议是“无效和错误的”。上周五，马斯克宣布他将终止履行4月25日达成的价值440亿美元的收购计划，理由是推特严重违反了合并协议中的多项条款。3、标普将推特的评级保持在负面观察名单 授予BB+评级标普表示，因推特与马斯克的交易摇摇欲坠，将推特的评级保持在负面观察名单，授予BB+评级。4、巴克莱和美国银行：6月信用卡数据显示美国消费者疲软两家银行称，美国人6月份减少了信用卡消费，预示着美国零售销售将再度表现疲软。PoojaSriram牵头的巴克莱经济学家称，他们的内部信用卡数据表明上个月零售销售可能下降0.4%，这将是连续第二个月下降。最近的数据表明，美国消费者可能开始削减支出，这“让我们怀疑是否即将出现消费支出的更急剧放缓”。与此同时，美国银行的信用卡数据表明6月份平均每家庭支出增长0.3%。美国银行经济学家表示，6月触及纪录高位的汽油价格正在迫使消费者减少其他支出。5、传特斯拉的竞争对手Rivian计划裁员数百人综合多家美国媒体报道，知情人士透露，电动汽车制造商Rivian Automotive Inc.计划在增长过快的领域裁员数百人，裁员将集中在非制造业岗位，包括职能重复的团队。6、木头姐二季度建仓通用汽车，增持小鹏汽车和英伟达，减持特斯拉但仍然是重仓股13F报告显示：“木头姐”旗下ARK Investment Management LLC二季度建仓做多通用汽车和SPDR标普500Pacer Swan SOS Fund of Funds ETF|ETF信托等4家公司或基金。清仓SomaLogic等7只股票。增持英伟达、Zoom视频通讯、908 Devices Inc．、小鹏汽车ADR等96只股票。减持特斯拉、加拿大电商Shopify等218只股票。重仓股包括Zoom、特斯拉、Ruko、UiPath、Teladoc Health Inc．。7、供应链困境下 梅赛德斯奔驰二季度汽车销量骤降16%二季度，奔驰纯电动汽车销量同比增长90%至2.35万辆，而由于芯片供应问题，第二季度高端豪华车销量同比下降16%。受新冠疫情和半导体长期短缺影响，梅赛德斯奔驰集团第二季度乘用车总销量同比下降16%至49万辆。","news_type":1},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613490085,"gmtCreate":1649987265978,"gmtModify":1649987266119,"author":{"id":"3567409676969355","authorId":"3567409676969355","name":"mwlim1992","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613490085","repostId":"1115901263","repostType":2,"repost":{"id":"1115901263","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649981110,"share":"https://www.laohu8.com/m/news/1115901263?lang=&edition=full","pubTime":"2022-04-15 08:05","market":"sh","language":"zh","title":"昨夜今晨 | 科技股领衔美股回落，欧盟准备出招了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1115901263","media":"老虎资讯综合","summary":"摘要：①美股集体收跌，纳指跌超2%，和标普创四周新低、连跌两周；②美联储“三把手”威廉姆斯支持下次会议上加息50个基点；③欧盟打算分阶段对俄罗斯石油实施禁令；④美国3月“恐怖数据”不及预期，但前值大幅","content":"<html><head></head><body><blockquote>摘要：①美股集体收跌，纳指跌超2%，和标普创四周新低、连跌两周；②美联储“三把手”<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>支持下次会议上加息50个基点；③欧盟打算分阶段对俄罗斯石油实施禁令；④美国3月“恐怖数据”不及预期，但前值大幅上修。</blockquote><p>海外市场</p><p>1、美股全线收跌：纳指跌超2%科技股集体走低</p><p>市场继续关注新一轮财报季及经济数据，同时美联储大幅加息以及欧美国债收益率大幅攀升持续为市场带来压力，美股集体收跌，纳指跌近300点。截至收盘，纳指跌2.14%，标普500指数跌1.21%，道指跌0.33%。周五因耶稣受难日美国金融市场将休市，本周标普500指数累跌2.1％，道指下跌0.8％，纳斯达克指数下跌2.6％。</p><p>2、热门中概股周三普跌 <a href=\"https://laohu8.com/S/ZH\">知乎</a>跌超8%</p><p>热门中概股周三收盘普遍走低，纳斯达克中国金龙指数收跌3.13%。</p><p><a href=\"https://laohu8.com/S/RERE\">万物新生</a>跌超17%，<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>跌超16%，<a href=\"https://laohu8.com/S/OG\">洋葱集团</a>、万春医药、新氧跌超9%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、知乎跌超8%，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>、<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超7%，雅乐科技、<a href=\"https://laohu8.com/S/YMM\">满帮</a>跌超6%，<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>、<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌超5%，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p><p>3、本周WTI原油上涨8.8% 布伦特原油涨8.7%</p><p>原油期货价格周四收高。有关欧盟官员正在起草禁止进口俄罗斯石油方案的消息令油价得到支撑。</p><p>纽约商品交易所5月交割的西德克萨斯中质原油（WTI）上涨2.70美元，涨幅为2.6%，收于每桶106.95美元。</p><p>4、本周黄金期货上涨1.5% 白银期货上涨3.5%</p><p>黄金期货周四录得六个交易日以来的首次下跌。但本周黄金期货价格录得涨幅。作为通胀的对冲投资产品，贵金属价格继续获得支撑。</p><p>周四纽约商品交易所6月交割的黄金期货价格下跌9.80美元，跌幅为0.5%，收于每盎司1974.90美元。周三黄金期货录得连续第五个交易日上涨，并创3月11日以来的最高收盘价。</p><p>5、欧股主要指数集体收涨</p><p>欧洲STOXX 600指数收涨0.67%，本周累计下跌0.25%。德国DAX30指数收涨0.62%，本周累计下跌0.84%。法国CAC 40指数收涨0.72%，本周累涨0.92%。<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收涨0.47%，本周累跌0.69%。</p><p>国际宏观</p><p>1、美国食药监局批准使用呼吸样本进行新冠检测 3分钟内反馈结果</p><p>美国食品和药物监督管理局（FDA）已紧急批准第一批COVID-19呼吸检测上市使用。FDA在一份声明中表示，该测试检测呼吸中与SARS-CoV-2感染有关的化合物。</p><p>该机构表示，样本将在医生办公室、移动检测点和医院等环境中收集和分析。FDA表示，这些检查必须由经过培训的医疗机构进行，结果可以在不到三分钟内反馈。</p><p>2、克利夫兰联储行长：美联储将逐步撤出宽松政策以遏制通胀</p><p>克利夫兰联储行长Loretta Mester表示，为了给数十年来最热的通胀降温，美联储将逐步取消疫情期的刺激政策，但仍将采取行动支持经济增长和就业。</p><p>Mester在University of Akron主办的一个活动上表示，“我们的目标是按照必要的速度减少政策宽松，以使需求与供应达到更好的平衡，从而在控制通胀的同时维持经济活动扩张和健康的劳动力市场” 。利率期货市场价格显示，美联储5月3-4日会议上加息50基点的概率接近百分之一百，届时官员们料将宣布缩表启动日期。</p><p>3、如果芬兰和瑞典加入北约 俄可能将核武器部署到波罗的海</p><p>俄罗斯联邦安全委员会副主席梅德韦杰夫表示，如果瑞典、芬兰加入北约，俄罗斯可能会将核武器、防空系统、军舰和步兵部署到波罗的海地区。</p><p>4、乌克兰外长库列巴与美国国务卿布林肯通话</p><p>乌克兰外长库列巴表示，他与美国国务卿布林肯进行了通话，双方讨论了对乌克兰的下一批军事援助方案，并就进一步制裁俄罗斯达成一致。</p><p>5、俄国防部：“莫斯科”号导弹巡洋舰沉没</p><p>据央视新闻，俄罗斯国防部表示，俄黑海舰队“莫斯科”号导弹巡洋舰在被拖往目的地港口的过程中，船身失去稳定性，在狂风大浪中沉没。</p><p>6、日本众议院通过加强对俄制裁法案 撤销对俄最惠国待遇</p><p>日本众议院全体会议通过了一项加强对俄罗斯经济制裁的法案。其中两项是对《临时关税措施法》的修订，以撤销对俄罗斯在贸易上的最惠国待遇，另外是对《外汇法》的修订，以防止加密资产（虚拟货币）成为制裁的漏洞。</p><p>7、美国3月“恐怖数据”不及预期，但前值大幅上修</p><p>美国3月零售销售月率录得0.5%，低于预期的0.6%，前值从0.3%上修至0.8%。美国3月进口物价指数月率录得2.6%，创2011年4月以来新高。另外，美国4月密歇根大学消费者信心指数初值录得65.7，远高于预期的59。</p><p>8、美联储“三把手”威廉姆斯支持下次会议上加息50个基点</p><p>纽约联储主席威廉姆斯表示，他的基线假设是，中性利率仍处于2-2.5%的低位区间。加息的速度取决于经济走势，但在下次会议上加息50个基点是合理的选择。缩表方面，如果美联储在5月做出决定，那么将在6月开始这项工作。</p><p>9、美联储哈克：预计有条理地加息以对抗通胀</p><p>费城联储主席哈克表示，预计今年将进行一系列有计划、有条理的加息，以降低普遍且过高的通胀率。</p><p>10、美联储梅斯特：美联储将削减政策支持以遏制通胀</p><p>克利夫兰联储主席梅斯特表示，美联储的意图是以必要的速度减少宽松，以使需求与受限的供应更好地平衡，以便在控制通胀的同时维持经济活动的扩张和健康的劳动力市场。</p><p>11、欧洲央行维持三大利率不变 确认将在三季度结束购债</p><p>欧洲央行公布利率决议，维持三大关键利率不变；确认将在第三季度结束资产购买计划净购买。在净债券购买结束后，利率将在“一段时间”上升，且任何加息都会是渐进的。拉加德表示，结束资产购买计划到加息之间间隔的一段时间是“一周到几个月”。欧元盘中一度失守1.08。有消息人士表示，欧洲央行决策者认为在周四的会议后，7月加息仍有可能；欧洲央行预计，对第三季度加息25个基点的共识在日益增强。欧元收复部分跌幅，但周四仍跌0.52%。</p><p>12、<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>：欧盟打算分阶段对俄罗斯石油实施禁令</p><p>据《纽约时报》，欧盟官员正在起草一项禁止从俄罗斯进口石油的禁令，可能会采取与此前煤炭禁令类似的分阶段措施，以便给德国和其他国家安排替代供应商的时间。禁运最早将在4月24日法国最后一轮选举之后进行谈判。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2227676513\" target=\"_blank\">收购推特的计划要黄？马斯克：若被拒绝 将动用备用计划</a></p><p>4月14日公布的文件显示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克有意以每股54.20美元的现金收购推社交媒体平台推特公司，交易金额将达到430亿美元。</p><p>而在周四晚些时候的TED大会上，马斯克本人也针对收购推特做了进一步说明，他坦承，自己不确定能否成功完成收购，但如果推特拒绝他的提议，他有B计划。不过，马斯克并未提供更多备用计划的细节。</p><p>2、<a href=\"https://laohu8.com/NW/2227675078\" target=\"_blank\">高盛第一季度交易业务表现远超预期 固收部门业绩为四年来最佳</a></p><p>高盛交易员业绩远超分析师预期，俄乌冲突引发的市场波动推动该公司实现了比预期更高的利润。交易部门收入意外增长4％，此前的预期为下降23％。高盛周四在报告中称，增幅最大的是固定收益业务，增长了21％，创下至少2018年以来的最佳表现，但投行业务逊于预期对整体业绩造成一定拖累。</p><p>3、<a href=\"https://laohu8.com/NW/2227694673\" target=\"_blank\">摩根士丹利一季度财报强于预期 148亿美元营收录得历史次高</a></p><p>4月14日美股盘前，美国投行摩根士丹利公布的第一季度营收和利润均高于华尔街的预期。</p><p>具体数据显示，摩根士丹利一季度营收148亿美元，为公司历史上次高的季度营收，高于市场预期的142亿美元，但不及去年一季度157亿美元；公司净利润为36.67亿美元，虽高于市场预期但不及去年同期的41.2亿美元；折合每股收益2.02美元，高于预期的1.68美元，不及去年同期的2.19美元。</p><p>4、<a href=\"https://laohu8.com/NW/2227678083\" target=\"_blank\">知乎或涉嫌违反广告法</a></p><p>知乎成为种草机后，为吸引更多广告主投放，上线了知+业务，该业务旨在为广告主引流，但在这些内容中并未标记“广告”字眼，律师告诉YOUNG财经，这应算违反广告法的行为。</p><p>5、<a href=\"https://laohu8.com/NW/2227264116\" target=\"_blank\">台积电狂吃“制程红利” 5纳米与7纳米制程一季度贡献过半营收</a></p><p>先进制程5纳米和7纳米上的优势成为台积电营收的主要动力。根据台积电最新财季的表现，5 纳米制程出货占台积电2022 年第一季晶圆销售金额的 20%，7 纳米制程出货占全季晶圆销售金额的 30%。总体而言，先进制程（包含 7 纳米及更先进制程）的营收达到全季晶圆销售金额的 50%。</p><p>6、Meta或于2024年推出第一代AR眼镜 无需连接手机</p><p>据消息人士透露，Facebook母公司Meta正在开发一个名为Project Nazare的AR（增强现实）眼镜项目，以进一步下注元宇宙领域。根据时间表，Meta将在2024年之前发布第一代AR眼镜；2026年推出更轻巧、更先进的第二代；2028年推出更完善的第三代产品。知情人士称，Meta的AR眼镜将独立于手机工作，意味着无需借助手机的计算能力。除了Nazare项目，Meta公司还在开发一款代号为“超新星”的较低端AR<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜，也计划在2024年发布。</p></body></html>","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>昨夜今晨 | 科技股领衔美股回落，欧盟准备出招了？</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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class=\"title\">\n昨夜今晨 | 科技股领衔美股回落，欧盟准备出招了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-04-15 08:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：①美股集体收跌，纳指跌超2%，和标普创四周新低、连跌两周；②美联储“三把手”<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>支持下次会议上加息50个基点；③欧盟打算分阶段对俄罗斯石油实施禁令；④美国3月“恐怖数据”不及预期，但前值大幅上修。</blockquote><p>海外市场</p><p>1、美股全线收跌：纳指跌超2%科技股集体走低</p><p>市场继续关注新一轮财报季及经济数据，同时美联储大幅加息以及欧美国债收益率大幅攀升持续为市场带来压力，美股集体收跌，纳指跌近300点。截至收盘，纳指跌2.14%，标普500指数跌1.21%，道指跌0.33%。周五因耶稣受难日美国金融市场将休市，本周标普500指数累跌2.1％，道指下跌0.8％，纳斯达克指数下跌2.6％。</p><p>2、热门中概股周三普跌 <a href=\"https://laohu8.com/S/ZH\">知乎</a>跌超8%</p><p>热门中概股周三收盘普遍走低，纳斯达克中国金龙指数收跌3.13%。</p><p><a href=\"https://laohu8.com/S/RERE\">万物新生</a>跌超17%，<a href=\"https://laohu8.com/S/BNR\">燃石医学</a>跌超16%，<a href=\"https://laohu8.com/S/OG\">洋葱集团</a>、万春医药、新氧跌超9%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、知乎跌超8%，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>、<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>跌超7%，雅乐科技、<a href=\"https://laohu8.com/S/YMM\">满帮</a>跌超6%，<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>、<a href=\"https://laohu8.com/S/LIZI\">荔枝</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>有道跌超5%，<a href=\"https://laohu8.com/S/KC\">金山云</a>跌5%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%。</p><p>3、本周WTI原油上涨8.8% 布伦特原油涨8.7%</p><p>原油期货价格周四收高。有关欧盟官员正在起草禁止进口俄罗斯石油方案的消息令油价得到支撑。</p><p>纽约商品交易所5月交割的西德克萨斯中质原油（WTI）上涨2.70美元，涨幅为2.6%，收于每桶106.95美元。</p><p>4、本周黄金期货上涨1.5% 白银期货上涨3.5%</p><p>黄金期货周四录得六个交易日以来的首次下跌。但本周黄金期货价格录得涨幅。作为通胀的对冲投资产品，贵金属价格继续获得支撑。</p><p>周四纽约商品交易所6月交割的黄金期货价格下跌9.80美元，跌幅为0.5%，收于每盎司1974.90美元。周三黄金期货录得连续第五个交易日上涨，并创3月11日以来的最高收盘价。</p><p>5、欧股主要指数集体收涨</p><p>欧洲STOXX 600指数收涨0.67%，本周累计下跌0.25%。德国DAX30指数收涨0.62%，本周累计下跌0.84%。法国CAC 40指数收涨0.72%，本周累涨0.92%。<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收涨0.47%，本周累跌0.69%。</p><p>国际宏观</p><p>1、美国食药监局批准使用呼吸样本进行新冠检测 3分钟内反馈结果</p><p>美国食品和药物监督管理局（FDA）已紧急批准第一批COVID-19呼吸检测上市使用。FDA在一份声明中表示，该测试检测呼吸中与SARS-CoV-2感染有关的化合物。</p><p>该机构表示，样本将在医生办公室、移动检测点和医院等环境中收集和分析。FDA表示，这些检查必须由经过培训的医疗机构进行，结果可以在不到三分钟内反馈。</p><p>2、克利夫兰联储行长：美联储将逐步撤出宽松政策以遏制通胀</p><p>克利夫兰联储行长Loretta Mester表示，为了给数十年来最热的通胀降温，美联储将逐步取消疫情期的刺激政策，但仍将采取行动支持经济增长和就业。</p><p>Mester在University of Akron主办的一个活动上表示，“我们的目标是按照必要的速度减少政策宽松，以使需求与供应达到更好的平衡，从而在控制通胀的同时维持经济活动扩张和健康的劳动力市场” 。利率期货市场价格显示，美联储5月3-4日会议上加息50基点的概率接近百分之一百，届时官员们料将宣布缩表启动日期。</p><p>3、如果芬兰和瑞典加入北约 俄可能将核武器部署到波罗的海</p><p>俄罗斯联邦安全委员会副主席梅德韦杰夫表示，如果瑞典、芬兰加入北约，俄罗斯可能会将核武器、防空系统、军舰和步兵部署到波罗的海地区。</p><p>4、乌克兰外长库列巴与美国国务卿布林肯通话</p><p>乌克兰外长库列巴表示，他与美国国务卿布林肯进行了通话，双方讨论了对乌克兰的下一批军事援助方案，并就进一步制裁俄罗斯达成一致。</p><p>5、俄国防部：“莫斯科”号导弹巡洋舰沉没</p><p>据央视新闻，俄罗斯国防部表示，俄黑海舰队“莫斯科”号导弹巡洋舰在被拖往目的地港口的过程中，船身失去稳定性，在狂风大浪中沉没。</p><p>6、日本众议院通过加强对俄制裁法案 撤销对俄最惠国待遇</p><p>日本众议院全体会议通过了一项加强对俄罗斯经济制裁的法案。其中两项是对《临时关税措施法》的修订，以撤销对俄罗斯在贸易上的最惠国待遇，另外是对《外汇法》的修订，以防止加密资产（虚拟货币）成为制裁的漏洞。</p><p>7、美国3月“恐怖数据”不及预期，但前值大幅上修</p><p>美国3月零售销售月率录得0.5%，低于预期的0.6%，前值从0.3%上修至0.8%。美国3月进口物价指数月率录得2.6%，创2011年4月以来新高。另外，美国4月密歇根大学消费者信心指数初值录得65.7，远高于预期的59。</p><p>8、美联储“三把手”威廉姆斯支持下次会议上加息50个基点</p><p>纽约联储主席威廉姆斯表示，他的基线假设是，中性利率仍处于2-2.5%的低位区间。加息的速度取决于经济走势，但在下次会议上加息50个基点是合理的选择。缩表方面，如果美联储在5月做出决定，那么将在6月开始这项工作。</p><p>9、美联储哈克：预计有条理地加息以对抗通胀</p><p>费城联储主席哈克表示，预计今年将进行一系列有计划、有条理的加息，以降低普遍且过高的通胀率。</p><p>10、美联储梅斯特：美联储将削减政策支持以遏制通胀</p><p>克利夫兰联储主席梅斯特表示，美联储的意图是以必要的速度减少宽松，以使需求与受限的供应更好地平衡，以便在控制通胀的同时维持经济活动的扩张和健康的劳动力市场。</p><p>11、欧洲央行维持三大利率不变 确认将在三季度结束购债</p><p>欧洲央行公布利率决议，维持三大关键利率不变；确认将在第三季度结束资产购买计划净购买。在净债券购买结束后，利率将在“一段时间”上升，且任何加息都会是渐进的。拉加德表示，结束资产购买计划到加息之间间隔的一段时间是“一周到几个月”。欧元盘中一度失守1.08。有消息人士表示，欧洲央行决策者认为在周四的会议后，7月加息仍有可能；欧洲央行预计，对第三季度加息25个基点的共识在日益增强。欧元收复部分跌幅，但周四仍跌0.52%。</p><p>12、<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>：欧盟打算分阶段对俄罗斯石油实施禁令</p><p>据《纽约时报》，欧盟官员正在起草一项禁止从俄罗斯进口石油的禁令，可能会采取与此前煤炭禁令类似的分阶段措施，以便给德国和其他国家安排替代供应商的时间。禁运最早将在4月24日法国最后一轮选举之后进行谈判。</p><p>公司新闻</p><p>1、<a href=\"https://laohu8.com/NW/2227676513\" target=\"_blank\">收购推特的计划要黄？马斯克：若被拒绝 将动用备用计划</a></p><p>4月14日公布的文件显示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克有意以每股54.20美元的现金收购推社交媒体平台推特公司，交易金额将达到430亿美元。</p><p>而在周四晚些时候的TED大会上，马斯克本人也针对收购推特做了进一步说明，他坦承，自己不确定能否成功完成收购，但如果推特拒绝他的提议，他有B计划。不过，马斯克并未提供更多备用计划的细节。</p><p>2、<a href=\"https://laohu8.com/NW/2227675078\" target=\"_blank\">高盛第一季度交易业务表现远超预期 固收部门业绩为四年来最佳</a></p><p>高盛交易员业绩远超分析师预期，俄乌冲突引发的市场波动推动该公司实现了比预期更高的利润。交易部门收入意外增长4％，此前的预期为下降23％。高盛周四在报告中称，增幅最大的是固定收益业务，增长了21％，创下至少2018年以来的最佳表现，但投行业务逊于预期对整体业绩造成一定拖累。</p><p>3、<a href=\"https://laohu8.com/NW/2227694673\" target=\"_blank\">摩根士丹利一季度财报强于预期 148亿美元营收录得历史次高</a></p><p>4月14日美股盘前，美国投行摩根士丹利公布的第一季度营收和利润均高于华尔街的预期。</p><p>具体数据显示，摩根士丹利一季度营收148亿美元，为公司历史上次高的季度营收，高于市场预期的142亿美元，但不及去年一季度157亿美元；公司净利润为36.67亿美元，虽高于市场预期但不及去年同期的41.2亿美元；折合每股收益2.02美元，高于预期的1.68美元，不及去年同期的2.19美元。</p><p>4、<a href=\"https://laohu8.com/NW/2227678083\" target=\"_blank\">知乎或涉嫌违反广告法</a></p><p>知乎成为种草机后，为吸引更多广告主投放，上线了知+业务，该业务旨在为广告主引流，但在这些内容中并未标记“广告”字眼，律师告诉YOUNG财经，这应算违反广告法的行为。</p><p>5、<a href=\"https://laohu8.com/NW/2227264116\" target=\"_blank\">台积电狂吃“制程红利” 5纳米与7纳米制程一季度贡献过半营收</a></p><p>先进制程5纳米和7纳米上的优势成为台积电营收的主要动力。根据台积电最新财季的表现，5 纳米制程出货占台积电2022 年第一季晶圆销售金额的 20%，7 纳米制程出货占全季晶圆销售金额的 30%。总体而言，先进制程（包含 7 纳米及更先进制程）的营收达到全季晶圆销售金额的 50%。</p><p>6、Meta或于2024年推出第一代AR眼镜 无需连接手机</p><p>据消息人士透露，Facebook母公司Meta正在开发一个名为Project Nazare的AR（增强现实）眼镜项目，以进一步下注元宇宙领域。根据时间表，Meta将在2024年之前发布第一代AR眼镜；2026年推出更轻巧、更先进的第二代；2028年推出更完善的第三代产品。知情人士称，Meta的AR眼镜将独立于手机工作，意味着无需借助手机的计算能力。除了Nazare项目，Meta公司还在开发一款代号为“超新星”的较低端AR<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>眼镜，也计划在2024年发布。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115901263","content_text":"摘要：①美股集体收跌，纳指跌超2%，和标普创四周新低、连跌两周；②美联储“三把手”威廉姆斯支持下次会议上加息50个基点；③欧盟打算分阶段对俄罗斯石油实施禁令；④美国3月“恐怖数据”不及预期，但前值大幅上修。海外市场1、美股全线收跌：纳指跌超2%科技股集体走低市场继续关注新一轮财报季及经济数据，同时美联储大幅加息以及欧美国债收益率大幅攀升持续为市场带来压力，美股集体收跌，纳指跌近300点。截至收盘，纳指跌2.14%，标普500指数跌1.21%，道指跌0.33%。周五因耶稣受难日美国金融市场将休市，本周标普500指数累跌2.1％，道指下跌0.8％，纳斯达克指数下跌2.6％。2、热门中概股周三普跌 知乎跌超8%热门中概股周三收盘普遍走低，纳斯达克中国金龙指数收跌3.13%。万物新生跌超17%，燃石医学跌超16%，洋葱集团、万春医药、新氧跌超9%，拼多多、知乎跌超8%，36氪、每日优鲜跌超7%，雅乐科技、满帮跌超6%，BOSS直聘、荔枝、网易有道跌超5%，金山云跌5%，哔哩哔哩、爱奇艺、小牛电动、阿里巴巴跌超4%。3、本周WTI原油上涨8.8% 布伦特原油涨8.7%原油期货价格周四收高。有关欧盟官员正在起草禁止进口俄罗斯石油方案的消息令油价得到支撑。纽约商品交易所5月交割的西德克萨斯中质原油（WTI）上涨2.70美元，涨幅为2.6%，收于每桶106.95美元。4、本周黄金期货上涨1.5% 白银期货上涨3.5%黄金期货周四录得六个交易日以来的首次下跌。但本周黄金期货价格录得涨幅。作为通胀的对冲投资产品，贵金属价格继续获得支撑。周四纽约商品交易所6月交割的黄金期货价格下跌9.80美元，跌幅为0.5%，收于每盎司1974.90美元。周三黄金期货录得连续第五个交易日上涨，并创3月11日以来的最高收盘价。5、欧股主要指数集体收涨欧洲STOXX 600指数收涨0.67%，本周累计下跌0.25%。德国DAX30指数收涨0.62%，本周累计下跌0.84%。法国CAC 40指数收涨0.72%，本周累涨0.92%。英国富时100指数收涨0.47%，本周累跌0.69%。国际宏观1、美国食药监局批准使用呼吸样本进行新冠检测 3分钟内反馈结果美国食品和药物监督管理局（FDA）已紧急批准第一批COVID-19呼吸检测上市使用。FDA在一份声明中表示，该测试检测呼吸中与SARS-CoV-2感染有关的化合物。该机构表示，样本将在医生办公室、移动检测点和医院等环境中收集和分析。FDA表示，这些检查必须由经过培训的医疗机构进行，结果可以在不到三分钟内反馈。2、克利夫兰联储行长：美联储将逐步撤出宽松政策以遏制通胀克利夫兰联储行长Loretta Mester表示，为了给数十年来最热的通胀降温，美联储将逐步取消疫情期的刺激政策，但仍将采取行动支持经济增长和就业。Mester在University of Akron主办的一个活动上表示，“我们的目标是按照必要的速度减少政策宽松，以使需求与供应达到更好的平衡，从而在控制通胀的同时维持经济活动扩张和健康的劳动力市场” 。利率期货市场价格显示，美联储5月3-4日会议上加息50基点的概率接近百分之一百，届时官员们料将宣布缩表启动日期。3、如果芬兰和瑞典加入北约 俄可能将核武器部署到波罗的海俄罗斯联邦安全委员会副主席梅德韦杰夫表示，如果瑞典、芬兰加入北约，俄罗斯可能会将核武器、防空系统、军舰和步兵部署到波罗的海地区。4、乌克兰外长库列巴与美国国务卿布林肯通话乌克兰外长库列巴表示，他与美国国务卿布林肯进行了通话，双方讨论了对乌克兰的下一批军事援助方案，并就进一步制裁俄罗斯达成一致。5、俄国防部：“莫斯科”号导弹巡洋舰沉没据央视新闻，俄罗斯国防部表示，俄黑海舰队“莫斯科”号导弹巡洋舰在被拖往目的地港口的过程中，船身失去稳定性，在狂风大浪中沉没。6、日本众议院通过加强对俄制裁法案 撤销对俄最惠国待遇日本众议院全体会议通过了一项加强对俄罗斯经济制裁的法案。其中两项是对《临时关税措施法》的修订，以撤销对俄罗斯在贸易上的最惠国待遇，另外是对《外汇法》的修订，以防止加密资产（虚拟货币）成为制裁的漏洞。7、美国3月“恐怖数据”不及预期，但前值大幅上修美国3月零售销售月率录得0.5%，低于预期的0.6%，前值从0.3%上修至0.8%。美国3月进口物价指数月率录得2.6%，创2011年4月以来新高。另外，美国4月密歇根大学消费者信心指数初值录得65.7，远高于预期的59。8、美联储“三把手”威廉姆斯支持下次会议上加息50个基点纽约联储主席威廉姆斯表示，他的基线假设是，中性利率仍处于2-2.5%的低位区间。加息的速度取决于经济走势，但在下次会议上加息50个基点是合理的选择。缩表方面，如果美联储在5月做出决定，那么将在6月开始这项工作。9、美联储哈克：预计有条理地加息以对抗通胀费城联储主席哈克表示，预计今年将进行一系列有计划、有条理的加息，以降低普遍且过高的通胀率。10、美联储梅斯特：美联储将削减政策支持以遏制通胀克利夫兰联储主席梅斯特表示，美联储的意图是以必要的速度减少宽松，以使需求与受限的供应更好地平衡，以便在控制通胀的同时维持经济活动的扩张和健康的劳动力市场。11、欧洲央行维持三大利率不变 确认将在三季度结束购债欧洲央行公布利率决议，维持三大关键利率不变；确认将在第三季度结束资产购买计划净购买。在净债券购买结束后，利率将在“一段时间”上升，且任何加息都会是渐进的。拉加德表示，结束资产购买计划到加息之间间隔的一段时间是“一周到几个月”。欧元盘中一度失守1.08。有消息人士表示，欧洲央行决策者认为在周四的会议后，7月加息仍有可能；欧洲央行预计，对第三季度加息25个基点的共识在日益增强。欧元收复部分跌幅，但周四仍跌0.52%。12、纽约时报：欧盟打算分阶段对俄罗斯石油实施禁令据《纽约时报》，欧盟官员正在起草一项禁止从俄罗斯进口石油的禁令，可能会采取与此前煤炭禁令类似的分阶段措施，以便给德国和其他国家安排替代供应商的时间。禁运最早将在4月24日法国最后一轮选举之后进行谈判。公司新闻1、收购推特的计划要黄？马斯克：若被拒绝 将动用备用计划4月14日公布的文件显示，特斯拉CEO埃隆·马斯克有意以每股54.20美元的现金收购推社交媒体平台推特公司，交易金额将达到430亿美元。而在周四晚些时候的TED大会上，马斯克本人也针对收购推特做了进一步说明，他坦承，自己不确定能否成功完成收购，但如果推特拒绝他的提议，他有B计划。不过，马斯克并未提供更多备用计划的细节。2、高盛第一季度交易业务表现远超预期 固收部门业绩为四年来最佳高盛交易员业绩远超分析师预期，俄乌冲突引发的市场波动推动该公司实现了比预期更高的利润。交易部门收入意外增长4％，此前的预期为下降23％。高盛周四在报告中称，增幅最大的是固定收益业务，增长了21％，创下至少2018年以来的最佳表现，但投行业务逊于预期对整体业绩造成一定拖累。3、摩根士丹利一季度财报强于预期 148亿美元营收录得历史次高4月14日美股盘前，美国投行摩根士丹利公布的第一季度营收和利润均高于华尔街的预期。具体数据显示，摩根士丹利一季度营收148亿美元，为公司历史上次高的季度营收，高于市场预期的142亿美元，但不及去年一季度157亿美元；公司净利润为36.67亿美元，虽高于市场预期但不及去年同期的41.2亿美元；折合每股收益2.02美元，高于预期的1.68美元，不及去年同期的2.19美元。4、知乎或涉嫌违反广告法知乎成为种草机后，为吸引更多广告主投放，上线了知+业务，该业务旨在为广告主引流，但在这些内容中并未标记“广告”字眼，律师告诉YOUNG财经，这应算违反广告法的行为。5、台积电狂吃“制程红利” 5纳米与7纳米制程一季度贡献过半营收先进制程5纳米和7纳米上的优势成为台积电营收的主要动力。根据台积电最新财季的表现，5 纳米制程出货占台积电2022 年第一季晶圆销售金额的 20%，7 纳米制程出货占全季晶圆销售金额的 30%。总体而言，先进制程（包含 7 纳米及更先进制程）的营收达到全季晶圆销售金额的 50%。6、Meta或于2024年推出第一代AR眼镜 无需连接手机据消息人士透露，Facebook母公司Meta正在开发一个名为Project Nazare的AR（增强现实）眼镜项目，以进一步下注元宇宙领域。根据时间表，Meta将在2024年之前发布第一代AR眼镜；2026年推出更轻巧、更先进的第二代；2028年推出更完善的第三代产品。知情人士称，Meta的AR眼镜将独立于手机工作，意味着无需借助手机的计算能力。除了Nazare项目，Meta公司还在开发一款代号为“超新星”的较低端AR智能眼镜，也计划在2024年发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}