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2022-01-20

$MEITUAN-W(03690)$[Cool]

2022-01-20

$Bank of America(BAC)$[Miser]

2022-01-19

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@博实:微软收购暴雪：希望暴雪如初见

2022-01-18

$PAN HONG HOLDINGS GROUP LTD(P36.SI)$nice?

2022-01-18

$MEITUAN-W(03690)$[Miser]

2022-01-17

$SINGAPORE AIRLINES LTD(C6L.SI)$[Miser]

2021-12-27

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前瞻：商汤科技登陆港交所！港股周一全天、周五下午休市

2021-12-02

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抱歉，原内容已删除

2021-11-30

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昨夜今晨：拜登发声美股大涨！万亿疫苗巨头狂飙

2021-11-12

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外媒头条：市值突破千亿！Rivian上市次日再度飙升

2021-11-11

$SEMBCORP MARINE LTD(S51.SI)$nice to invest?

2021-11-10

$OVERSEA-CHINESE BANKING CORP(O39.SI)$pls like and comment

2021-11-09

$SINGTEL(Z74.SI)$nice?

2021-11-08

$Bank of America(BAC)$[呆住]

2021-11-06

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2021-11-05

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2021-11-03

$FRASERS PROPERTY LIMITED(TQ5.SI)$[微笑]

2021-11-02

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2021-11-02

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2021-11-01

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而当今的微软，已经把游戏当自己的核心业务。据媒体报道，微软在最初做游戏业务的时候，曾想过收购EA、任天堂等公司。和任天堂谈判的时候，遭到任天堂嘲笑一小时。 微软的逻辑很直男，微软认为任天堂马里奥等游戏创意能力很强，微软的优势在硬件和系统，如果两者结合，会是强强联合，未来会是多赢的市场。 而真正做游戏的，像任天堂这种游戏鼻祖类的企业，他们对游戏的热爱、坚持以及经验的积累，微软是很难和他们保持节奏来合作的。 任天堂虽然硬件和软件系统结合这部分可能不如微软，但是任天堂对游戏的理解上是足够深的。从Switch的火爆就可以看到了，尤其是兼顾了女性玩家和家庭用户。 游戏行业是一个内容创意行业，内容创意行业的特点是，竞争比较激烈。曾经辉煌的游戏公司或工作室，有可能因为市场竞争、核心创意团队离开、高层对游戏的坚持和热爱不足各种原因而衰落，最终剩下的可能只有ip和勉强维持经营的部分团队。但容易失去曾经的辉煌与荣光。 暴雪当前显然还是有传承的，但是游戏公司走到被并购这一步，多少比较违反游戏公司最早一批人成立时候的初心。能做出多款经典游戏的暴雪，必然是在非常强的对游戏的热爱和执着下成立的。 说来也有趣，让暴雪游戏家喻户晓的是Dota，而Dota是在暴雪开放的游戏创意工具下，由用户自己创意的玩法。 博实曾经研究过EA，EA收购过如极品飞车、模拟人生、模拟城市等一系列游戏，但是收购以","text":"小时候上计算机课，做完计算机“实验”，总会以为老师没发现自己，玩一会儿扫雷或纸牌。然后就在这两天，微软宣布收购暴雪，687亿现金收购，约合人民币4364亿。 微软这些年卖windows系统，以及office和云服务还是赚了不少钱的。当然，xbox在疫情宅经济下，增长也非常快。 遥想微软当年，以开放的胸怀，容纳过太多的游戏、应用。星际争霸，就如同现在苹果app store里的游戏app，很难想象苹果会去收购这个游戏公司。 而当今的微软，已经把游戏当自己的核心业务。据媒体报道，微软在最初做游戏业务的时候，曾想过收购EA、任天堂等公司。和任天堂谈判的时候，遭到任天堂嘲笑一小时。 微软的逻辑很直男，微软认为任天堂马里奥等游戏创意能力很强，微软的优势在硬件和系统，如果两者结合，会是强强联合，未来会是多赢的市场。 而真正做游戏的，像任天堂这种游戏鼻祖类的企业，他们对游戏的热爱、坚持以及经验的积累，微软是很难和他们保持节奏来合作的。 任天堂虽然硬件和软件系统结合这部分可能不如微软，但是任天堂对游戏的理解上是足够深的。从Switch的火爆就可以看到了，尤其是兼顾了女性玩家和家庭用户。 游戏行业是一个内容创意行业，内容创意行业的特点是，竞争比较激烈。曾经辉煌的游戏公司或工作室，有可能因为市场竞争、核心创意团队离开、高层对游戏的坚持和热爱不足各种原因而衰落，最终剩下的可能只有ip和勉强维持经营的部分团队。但容易失去曾经的辉煌与荣光。 暴雪当前显然还是有传承的，但是游戏公司走到被并购这一步，多少比较违反游戏公司最早一批人成立时候的初心。能做出多款经典游戏的暴雪，必然是在非常强的对游戏的热爱和执着下成立的。 说来也有趣，让暴雪游戏家喻户晓的是Dota，而Dota是在暴雪开放的游戏创意工具下，由用户自己创意的玩法。 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07:16","market":"us","language":"zh","title":"前瞻：商汤科技登陆港交所！港股周一全天、周五下午休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1115447903","media":"老虎资讯综合","summary":"摘要：\n\n 财经数据方面：美国当周初请失业金人数、中国官方制造业PMI\n\n\n 事件方面：百度将发布元宇宙产品、港股周一与周五下午休市\n\n\n 新股方面：商汤-W、圣诺医药-B、泉峰控股上市\n\n周一关键词","content":"<p><b>摘要：</b></p>\n<blockquote>\n 财经数据方面：美国当周初请失业金人数、中国官方制造业PMI\n</blockquote>\n<blockquote>\n 事件方面：百度将发布元宇宙产品、港股周一与周五下午休市\n</blockquote>\n<blockquote>\n 新股方面：商汤-W、圣诺医药-B、泉峰控股上市\n</blockquote>\n<p><b>周一关键词：港股休市、百度AI开发者大会、达拉斯联储商业活动指数</b><img src=\"https://static.tigerbbs.com/b093ac32e5c1031598f37ebac331ff0c\" tg-width=\"555\" tg-height=\"183\" referrerpolicy=\"no-referrer\"><b>周一，全球重要财经数据不多，</b>投资者可关注达拉斯联储商业活动指数以及中国规模以上工业企业利润年率。</p>\n<p><b>重要事件方面，</b>百度将发布元宇宙产品希壤，并在希壤APP上举办百度Create 2021（百度AI开发者大会）。</p>\n<p><b>财报方面</b>，美股<a href=\"https://laohu8.com/S/AEY\">Addvantage Technologies</a>将公布财报，投资者可以关注。</p>\n<p><b>新股方面，</b>美股$Yoshitsu$将在纳斯达克交易所上市。</p>\n<p>另外，本周一为圣诞节后的第一个工作日，港股休市，港股通、沪深股通暂停交易。</p>\n<p><b>周二关键词：谘商会消费者信心指数、里奇蒙德联储制造业指数</b></p>\n<p><b>周二，全球重要财经数据方面，</b>美国谘商会消费者信心指数和里奇蒙德联储制造业指数将会公布，投资者可以注意。</p>\n<p><b>财报方面，美股</b><a href=\"https://laohu8.com/S/CALM\">Cal-Maine Foods</a>将会公布财报。</p>\n<p><b>周三键词：商汤-W、圣诺医药-B、泉峰控股公布中签结果</b><img src=\"https://static.tigerbbs.com/19d9dc07db6c34c49d41ac79c6d3a020\" tg-width=\"555\" tg-height=\"201\" referrerpolicy=\"no-referrer\"></p>\n<p><b>周三，全球财经数据方面，</b>美国当周EIA原油库存将要公布，另外投资者也可以关注美国成屋签约销售指数。</p>\n<p><b>财报方面，</b>美股<a href=\"https://laohu8.com/S/FCEL\">燃料电池能源</a>、<a href=\"https://laohu8.com/S/NEW\">朴新教育</a>都将在盘前公布财报，港股<a href=\"https://laohu8.com/S/02324\">首都创投</a>将公布财报。</p>\n<p><b>新股方面，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>、<a href=\"https://laohu8.com/S/02257\">圣诺医药-B</a>、<a href=\"https://laohu8.com/S/02285\">泉峰控股</a></b>三只新股都将公布中签结果，暗盘预计将于12月29日开启。</p>\n<p><b>周四关键词：商汤-W、圣诺医药-B、泉峰控股上市、美国当周初请失业金人数</b></p>\n<p><b>全球财经数据方面，</b>美国芝加哥PMI数据将要公布，投资者着重关注美国当周初请失业金人数。</p>\n<p><b>财经事件方面，</b>欧洲央行将公布经济公报。</p>\n<p><b>财报方面，</b>美股<a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a>将在盘前公布财报。港股<a href=\"https://laohu8.com/S/00640\">星谦发展</a>也将公布财报。</p>\n<p><b>新股方面，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>、<a href=\"https://laohu8.com/S/02257\">圣诺医药-B</a>、<a href=\"https://laohu8.com/S/02285\">泉峰控股</a>三只新股将一起登陆港交所。</b></p>\n<p><b>周五关键词：元旦港股周五下午休市、中国官方制造业PMI</b></p>\n<p><b>周五，全球财经数据方面，</b>中国官方制造业PMI、非制造业PMI、综合PMI数据将要公布，投资者可以着重注。</p>\n<p><b>财报方面，</b>港股<a href=\"https://laohu8.com/S/00318\">黄河实业</a>、<a href=\"https://laohu8.com/S/00860\">力世纪</a>将要公布财报。</p>\n<p>另外，本周为2021年港股最后一个交易日，本周五下午港股将会休市。</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>前瞻：商汤科技登陆港交所！港股周一全天、周五下午休市</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\">\n前瞻：商汤科技登陆港交所！港股周一全天、周五下午休市\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\">2021-12-27 07:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>摘要：</b></p>\n<blockquote>\n 财经数据方面：美国当周初请失业金人数、中国官方制造业PMI\n</blockquote>\n<blockquote>\n 事件方面：百度将发布元宇宙产品、港股周一与周五下午休市\n</blockquote>\n<blockquote>\n 新股方面：商汤-W、圣诺医药-B、泉峰控股上市\n</blockquote>\n<p><b>周一关键词：港股休市、百度AI开发者大会、达拉斯联储商业活动指数</b><img src=\"https://static.tigerbbs.com/b093ac32e5c1031598f37ebac331ff0c\" tg-width=\"555\" tg-height=\"183\" referrerpolicy=\"no-referrer\"><b>周一，全球重要财经数据不多，</b>投资者可关注达拉斯联储商业活动指数以及中国规模以上工业企业利润年率。</p>\n<p><b>重要事件方面，</b>百度将发布元宇宙产品希壤，并在希壤APP上举办百度Create 2021（百度AI开发者大会）。</p>\n<p><b>财报方面</b>，美股<a href=\"https://laohu8.com/S/AEY\">Addvantage Technologies</a>将公布财报，投资者可以关注。</p>\n<p><b>新股方面，</b>美股$Yoshitsu$将在纳斯达克交易所上市。</p>\n<p>另外，本周一为圣诞节后的第一个工作日，港股休市，港股通、沪深股通暂停交易。</p>\n<p><b>周二关键词：谘商会消费者信心指数、里奇蒙德联储制造业指数</b></p>\n<p><b>周二，全球重要财经数据方面，</b>美国谘商会消费者信心指数和里奇蒙德联储制造业指数将会公布，投资者可以注意。</p>\n<p><b>财报方面，美股</b><a href=\"https://laohu8.com/S/CALM\">Cal-Maine Foods</a>将会公布财报。</p>\n<p><b>周三键词：商汤-W、圣诺医药-B、泉峰控股公布中签结果</b><img src=\"https://static.tigerbbs.com/19d9dc07db6c34c49d41ac79c6d3a020\" tg-width=\"555\" tg-height=\"201\" referrerpolicy=\"no-referrer\"></p>\n<p><b>周三，全球财经数据方面，</b>美国当周EIA原油库存将要公布，另外投资者也可以关注美国成屋签约销售指数。</p>\n<p><b>财报方面，</b>美股<a href=\"https://laohu8.com/S/FCEL\">燃料电池能源</a>、<a href=\"https://laohu8.com/S/NEW\">朴新教育</a>都将在盘前公布财报，港股<a href=\"https://laohu8.com/S/02324\">首都创投</a>将公布财报。</p>\n<p><b>新股方面，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>、<a href=\"https://laohu8.com/S/02257\">圣诺医药-B</a>、<a href=\"https://laohu8.com/S/02285\">泉峰控股</a></b>三只新股都将公布中签结果，暗盘预计将于12月29日开启。</p>\n<p><b>周四关键词：商汤-W、圣诺医药-B、泉峰控股上市、美国当周初请失业金人数</b></p>\n<p><b>全球财经数据方面，</b>美国芝加哥PMI数据将要公布，投资者着重关注美国当周初请失业金人数。</p>\n<p><b>财经事件方面，</b>欧洲央行将公布经济公报。</p>\n<p><b>财报方面，</b>美股<a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a>将在盘前公布财报。港股<a href=\"https://laohu8.com/S/00640\">星谦发展</a>也将公布财报。</p>\n<p><b>新股方面，<a href=\"https://laohu8.com/S/00020\">商汤-W</a>、<a href=\"https://laohu8.com/S/02257\">圣诺医药-B</a>、<a href=\"https://laohu8.com/S/02285\">泉峰控股</a>三只新股将一起登陆港交所。</b></p>\n<p><b>周五关键词：元旦港股周五下午休市、中国官方制造业PMI</b></p>\n<p><b>周五，全球财经数据方面，</b>中国官方制造业PMI、非制造业PMI、综合PMI数据将要公布，投资者可以着重注。</p>\n<p><b>财报方面，</b>港股<a href=\"https://laohu8.com/S/00318\">黄河实业</a>、<a href=\"https://laohu8.com/S/00860\">力世纪</a>将要公布财报。</p>\n<p>另外，本周为2021年港股最后一个交易日，本周五下午港股将会休市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d256e82db1d71c864259845ce1d069bf","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","HSCEI":"国企指数","HSI":"恒生指数",".SPX":"S&P 500 Index","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115447903","content_text":"摘要：\n\n 财经数据方面：美国当周初请失业金人数、中国官方制造业PMI\n\n\n 事件方面：百度将发布元宇宙产品、港股周一与周五下午休市\n\n\n 新股方面：商汤-W、圣诺医药-B、泉峰控股上市\n\n周一关键词：港股休市、百度AI开发者大会、达拉斯联储商业活动指数周一，全球重要财经数据不多，投资者可关注达拉斯联储商业活动指数以及中国规模以上工业企业利润年率。\n重要事件方面，百度将发布元宇宙产品希壤，并在希壤APP上举办百度Create 2021（百度AI开发者大会）。\n财报方面，美股Addvantage Technologies将公布财报，投资者可以关注。\n新股方面，美股$Yoshitsu$将在纳斯达克交易所上市。\n另外，本周一为圣诞节后的第一个工作日，港股休市，港股通、沪深股通暂停交易。\n周二关键词：谘商会消费者信心指数、里奇蒙德联储制造业指数\n周二，全球重要财经数据方面，美国谘商会消费者信心指数和里奇蒙德联储制造业指数将会公布，投资者可以注意。\n财报方面，美股Cal-Maine Foods将会公布财报。\n周三键词：商汤-W、圣诺医药-B、泉峰控股公布中签结果\n周三，全球财经数据方面，美国当周EIA原油库存将要公布，另外投资者也可以关注美国成屋签约销售指数。\n财报方面，美股燃料电池能源、朴新教育都将在盘前公布财报，港股首都创投将公布财报。\n新股方面，商汤-W、圣诺医药-B、泉峰控股三只新股都将公布中签结果，暗盘预计将于12月29日开启。\n周四关键词：商汤-W、圣诺医药-B、泉峰控股上市、美国当周初请失业金人数\n全球财经数据方面，美国芝加哥PMI数据将要公布，投资者着重关注美国当周初请失业金人数。\n财经事件方面，欧洲央行将公布经济公报。\n财报方面，美股Baker Hughes将在盘前公布财报。港股星谦发展也将公布财报。\n新股方面，商汤-W、圣诺医药-B、泉峰控股三只新股将一起登陆港交所。\n周五关键词：元旦港股周五下午休市、中国官方制造业PMI\n周五，全球财经数据方面，中国官方制造业PMI、非制造业PMI、综合PMI数据将要公布，投资者可以着重注。\n财报方面，港股黄河实业、力世纪将要公布财报。\n另外，本周为2021年港股最后一个交易日，本周五下午港股将会休市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603639701,"gmtCreate":1638404078431,"gmtModify":1638404078657,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603639701","repostId":"2188567864","repostType":2,"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609339332,"gmtCreate":1638237310531,"gmtModify":1638237536994,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609339332","repostId":"1169895442","repostType":2,"repost":{"id":"1169895442","kind":"news","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":1638230228,"share":"https://www.laohu8.com/m/news/1169895442?lang=&edition=full","pubTime":"2021-11-30 07:57","market":"us","language":"zh","title":"昨夜今晨：拜登发声美股大涨！万亿疫苗巨头狂飙","url":"https://stock-news.laohu8.com/highlight/detail?id=1169895442","media":"老虎资讯综合","summary":"摘要：①美股“涨”声欢迎，道指涨0.68%，标准普尔500指数涨1.3%；②热门中概股涨跌互现，理想汽车涨超6%；③油价尽管回吐涨幅但在暴跌后收高；④美联储主席称，奥密克戎对经济构成下行风险，令通胀形","content":"<blockquote>\n 摘要：①美股“涨”声欢迎，道指涨0.68%，标准普尔500指数涨1.3%；②热门中概股涨跌互现，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超6%；③油价尽管回吐涨幅但在暴跌后收高；④美联储主席称，奥密克戎对经济构成下行风险，令通胀形势复杂化。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股“涨”声欢迎、以史为鉴：美股一年后有望大涨20%</p>\n<p>美国总统拜登表示，针对奥密克戎新冠病毒变种的经济封锁目前不在考虑范围内，随后股市反弹。</p>\n<p>道琼斯指数收盘道指涨0.68%，标准普尔500指数上涨1.3%，纳斯达克综合指数上涨1.9%。小型股基准罗素2000指数下跌0.2%，罗素2000指数中包含了对经济最敏感的股票。</p>\n<p>上周五暴涨20%之后，疫苗巨头Moderna周一延续涨势，收盘涨11.8%，市值上涨158亿美元，约合1009亿人民币。</p>\n<p>2、热门中概股周一收盘涨跌互现 理想汽车涨超6%</p>\n<p>热门中概股周一收盘涨跌互现，理想汽车涨超6%，此前该公司发布的财报显示三季度营收77.8亿元，环比增长54.3%，同比增长209.7%。</p>\n<p>比特数字涨近12%，<a href=\"https://laohu8.com/S/WDH\">水滴</a>公司涨超10%，<a href=\"https://laohu8.com/S/TC\">团车</a>涨超11%，比特矿业涨超9%，<a href=\"https://laohu8.com/S/HX\">小白买买</a>涨超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超5%，乐居涨近4%，<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超2%。</p>\n<p>3、小幅上涨收复上周失地 旅游银行及石油股反弹</p>\n<p>欧洲股市周一加入了全球市场反弹的行列，尽管如此，欧洲主要指数泛欧斯托克600指数仍然只夺回上周因Omicron病毒变种引起的股市大震荡的部分阵地。</p>\n<p>泛欧斯托克600指数收盘上涨4.32点，涨幅0.93%，报468.37点；德国DAX30指数收盘上涨23.91点，涨幅0.16%，报15280.95点。</p>\n<p>4、油价尽管回吐涨幅但在暴跌后收高</p>\n<p>原油期货周一收高，美国原油期货在上周重挫逾13%之后反弹。交易员关注与新冠奥密克戎变异毒株相关的事态发展，及其对它经济活动和石油需求可能造成的损害。</p>\n<p>纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨1.80美元，涨幅2.6%，收于每桶69.95美元。上周五该期货重挫13.1%。</p>\n<p>5、涨势昙花一现！黄金逼近1800大关后回落</p>\n<p>随着美元走强，风险情绪回升，市场权衡奥密克戎新冠病毒变种的经济影响会有多严重，金价回落，恢复了此前一周的普遍下跌。</p>\n<p>美市尾盘，现货黄金收报1784.48美元/盎司，下跌7.87美元或0.44%，日内最高触及1799.30美元，最低触及1776.62美元。黄金上周收盘下跌2.9%，创下6月份以来最大单周跌幅。</p>\n<p>国际宏观</p>\n<p>1、美联储主席：奥密克戎对经济构成下行风险 令通胀形势复杂化</p>\n<p>美联储主席杰罗姆-鲍威尔认为，新冠奥密克戎变体和近期病例的增加对美国经济构成威胁，并使本已不确定的通胀前景复杂化。</p>\n<p>鲍威尔在其计划于周二向参议院立法者发表的讲话中表示：“近期新冠病例的增加以及奥密克戎变体的出现给就业和经济活动带来了下行风险，并增加了通胀的不确定性。对病毒的更大担忧可能会降低人们重返工作岗位的意愿，这将减缓劳动力市场的进展并加剧供应链中断。”</p>\n<p>2、世卫组织警告：Omicron毒株或导致感染人数激增并带来“严重后果”</p>\n<p>世界卫生组织警告称，最新在南非发现的新冠病毒变异毒株可能导致感染人数激增并产生“严重后果”，迹象表明它使新冠病毒变得更具传播性。</p>\n<p>南非科学家表示，新毒株似乎传播性更强，但现有的疫苗仍可能预防病情发展为重症。世卫组织评估认为，该变种的风险“极高”，呼吁成员国进行广泛检测。世卫表示，了解新毒株需要几天或几周时间。</p>\n<p>3、债务上限、政府停摆、拜登议程——美国国会12月面临紧迫最后期限</p>\n<p>美国国会在为期一周的感恩节假期后复会，正面临一系列紧迫的最后期限：避免联邦政府停摆和债务上限违约，通过年度国防法案，以及敲定总统拜登的税收和支出法案。</p>\n<p>在拨款法案或债务上限问题上的失误将对国家和执政党产生深远影响，而如果未能就众议院通过的2万亿美元“重建更美好法案”的最终形式达成一致，则可能会巩固选民对民主党总是忙着内斗而不是立法的感觉。</p>\n<p>4、俄罗斯、沙特回应变种病毒：一点都不慌 还没到产油国动手的时候</p>\n<p>经历上周五由变种病毒引发的大跌后，外界对于OPEC+本周是否会调整原油增产路径充满了担忧，不过该组织两大巨头均在周一发声安抚市场预期。</p>\n<p>俄罗斯主管原油事务的副总理诺瓦克表示，就新的变种病毒而言，俄罗斯目前没看到需要采取紧急行动的需求，OPEC+的成员国也没有联系俄罗斯提出类似的要求。</p>\n<p>5、欧洲央行下个月的经济展望可能显示更高的通胀顶点</p>\n<p>欧洲央行官员下个月开会的时候将收到新的预测，可能显示通胀率会在比此前预期更高的水平见顶，然后会降至比此前预期更低的水平。</p>\n<p>这是根据SHOK模型得出的判断。SHOK模型衡量9月份上一轮欧洲央行预测发布以来的变化，考虑了能源成本上升、贸易加权汇率走软和内需疲软等因素。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2187303185\" target=\"_blank\">新冠口服神药对奥密克戎有效！辉瑞CEO说“非常有信心”</a></p>\n<p>在奥密克戎病毒开始传播之际，美东时间11月29日周一，辉瑞公司首席执行官Albert Bourla说，他对现有的辉瑞治疗药丸对于新冠变体奥密克戎的有效性有 “非常高的信心”。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2187308664\" target=\"_blank\">Twitter&nbsp;CEO多西离职 CTO接任CEO一职</a></p>\n<p>Twitter宣布，公司CEO杰克·多西将辞去CEO一职，即刻生效。多西离职后，Twitter首席技术官帕拉格·阿格拉瓦尔将接替多西，出任CEO职位。</p>\n<p>辞去CEO职位后，多西将继续担任Twitter董事会成员，直到其任期在2022年股东大会上届满。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2187305509\" target=\"_blank\">淡水河谷下调2021年铁矿石产量指引 未来将继续剥离非核心业务</a></p>\n<p>巴西矿业公司淡水河谷周一下调了今年的铁矿石产量预期，同时发布了低于预期的2022年产量预测。作为全球第二大铁矿石生产商，淡水河谷预计今年的铁矿石产量为3.15亿至3.2亿吨，此前的预期为3.15亿至3.35亿吨。淡水河谷预计明年的产量为3.2亿至3.35亿吨，这低于分析师普遍预期的3.46亿吨。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2187089370\" target=\"_blank\">谷歌在俄罗斯又遭罚款 未来罚款金额可能高达上亿美元</a></p>\n<p>据报道，莫斯科一家法院今日又对谷歌处以300万卢布（约合4万美元）的罚款，原因是谷歌未能删除一些被视为非法的内容。事实上，这只是俄罗斯与谷歌之间更广泛纠纷的一部分。早在2018年底，俄罗斯就对谷歌处以50万卢布（约合7530美元）的罚款，原因是谷歌未能按法律要求从其搜索结果中删除特定条目。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2187379911\" target=\"_blank\">天然气价格飙升 俄气公司利润创历史新高 四季度更值得期待</a></p>\n<p>俄罗斯天然气工业股份公司周一公布的财报显示，第三季度净利润达到创纪录的5818亿卢布(78亿美元)，高于市场预期的5465亿卢布。俄气公司表示，预计今年最后一个季度的收益还会更高。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2187308382\" target=\"_blank\">BioNTech、Moderna与强生正研发针对omicron的疫苗</a></p>\n<p><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>、Moderna Inc．与强生正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中辉瑞的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2187373356\" target=\"_blank\">受供应链拖累丰田10月汽车产量降26% 但曙光已在前方</a></p>\n<p>全球最大汽车制造商<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>周一公布了10月销售、生产和出口业绩。受半导体和其它零部件持续短缺影响，该车企10月全球产量较上年同期下降逾四分之一。</p>\n<p>丰田表示，该公司10月汽车产量为627452辆，低于上年同期的845107辆。其中，国内产量为151918辆，同比降50.9%。日本之外产量为475534辆，同比降11.2%。</p>\n<p>8、<a href=\"https://laohu8.com/NW/2187305777\" target=\"_blank\">Meta将变更股票代码的时间推后至2022年一季度</a></p>\n<p>11月30日讯，据外媒报道，Meta（原Facebook）将变更股票代码的时间推后至2022年一季度。在此期间，Meta&nbsp;的&nbsp;A&nbsp;类普通股将继续在纳斯达克上市，股票代码为“FB”。</p>\n<p>Meta方面没有说明延迟的原因，但表示将在明年变更之前提供“其他详细信息”。</p>\n<p>9、<a href=\"https://laohu8.com/NW/2187309146\" target=\"_blank\">顺丰同城今起招股，入场费约3628.20港元</a></p>\n<p>11月30日消息，本周二顺丰同城发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，预期将于12月14日上市。</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>昨夜今晨：拜登发声美股大涨！万亿疫苗巨头狂飙</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\">\n昨夜今晨：拜登发声美股大涨！万亿疫苗巨头狂飙\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\">2021-11-30 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股“涨”声欢迎，道指涨0.68%，标准普尔500指数涨1.3%；②热门中概股涨跌互现，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超6%；③油价尽管回吐涨幅但在暴跌后收高；④美联储主席称，奥密克戎对经济构成下行风险，令通胀形势复杂化。\n</blockquote>\n<p>海外市场</p>\n<p>1、美股“涨”声欢迎、以史为鉴：美股一年后有望大涨20%</p>\n<p>美国总统拜登表示，针对奥密克戎新冠病毒变种的经济封锁目前不在考虑范围内，随后股市反弹。</p>\n<p>道琼斯指数收盘道指涨0.68%，标准普尔500指数上涨1.3%，纳斯达克综合指数上涨1.9%。小型股基准罗素2000指数下跌0.2%，罗素2000指数中包含了对经济最敏感的股票。</p>\n<p>上周五暴涨20%之后，疫苗巨头Moderna周一延续涨势，收盘涨11.8%，市值上涨158亿美元，约合1009亿人民币。</p>\n<p>2、热门中概股周一收盘涨跌互现 理想汽车涨超6%</p>\n<p>热门中概股周一收盘涨跌互现，理想汽车涨超6%，此前该公司发布的财报显示三季度营收77.8亿元，环比增长54.3%，同比增长209.7%。</p>\n<p>比特数字涨近12%，<a href=\"https://laohu8.com/S/WDH\">水滴</a>公司涨超10%，<a href=\"https://laohu8.com/S/TC\">团车</a>涨超11%，比特矿业涨超9%，<a href=\"https://laohu8.com/S/HX\">小白买买</a>涨超6%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超5%，乐居涨近4%，<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超2%。</p>\n<p>3、小幅上涨收复上周失地 旅游银行及石油股反弹</p>\n<p>欧洲股市周一加入了全球市场反弹的行列，尽管如此，欧洲主要指数泛欧斯托克600指数仍然只夺回上周因Omicron病毒变种引起的股市大震荡的部分阵地。</p>\n<p>泛欧斯托克600指数收盘上涨4.32点，涨幅0.93%，报468.37点；德国DAX30指数收盘上涨23.91点，涨幅0.16%，报15280.95点。</p>\n<p>4、油价尽管回吐涨幅但在暴跌后收高</p>\n<p>原油期货周一收高，美国原油期货在上周重挫逾13%之后反弹。交易员关注与新冠奥密克戎变异毒株相关的事态发展，及其对它经济活动和石油需求可能造成的损害。</p>\n<p>纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨1.80美元，涨幅2.6%，收于每桶69.95美元。上周五该期货重挫13.1%。</p>\n<p>5、涨势昙花一现！黄金逼近1800大关后回落</p>\n<p>随着美元走强，风险情绪回升，市场权衡奥密克戎新冠病毒变种的经济影响会有多严重，金价回落，恢复了此前一周的普遍下跌。</p>\n<p>美市尾盘，现货黄金收报1784.48美元/盎司，下跌7.87美元或0.44%，日内最高触及1799.30美元，最低触及1776.62美元。黄金上周收盘下跌2.9%，创下6月份以来最大单周跌幅。</p>\n<p>国际宏观</p>\n<p>1、美联储主席：奥密克戎对经济构成下行风险 令通胀形势复杂化</p>\n<p>美联储主席杰罗姆-鲍威尔认为，新冠奥密克戎变体和近期病例的增加对美国经济构成威胁，并使本已不确定的通胀前景复杂化。</p>\n<p>鲍威尔在其计划于周二向参议院立法者发表的讲话中表示：“近期新冠病例的增加以及奥密克戎变体的出现给就业和经济活动带来了下行风险，并增加了通胀的不确定性。对病毒的更大担忧可能会降低人们重返工作岗位的意愿，这将减缓劳动力市场的进展并加剧供应链中断。”</p>\n<p>2、世卫组织警告：Omicron毒株或导致感染人数激增并带来“严重后果”</p>\n<p>世界卫生组织警告称，最新在南非发现的新冠病毒变异毒株可能导致感染人数激增并产生“严重后果”，迹象表明它使新冠病毒变得更具传播性。</p>\n<p>南非科学家表示，新毒株似乎传播性更强，但现有的疫苗仍可能预防病情发展为重症。世卫组织评估认为，该变种的风险“极高”，呼吁成员国进行广泛检测。世卫表示，了解新毒株需要几天或几周时间。</p>\n<p>3、债务上限、政府停摆、拜登议程——美国国会12月面临紧迫最后期限</p>\n<p>美国国会在为期一周的感恩节假期后复会，正面临一系列紧迫的最后期限：避免联邦政府停摆和债务上限违约，通过年度国防法案，以及敲定总统拜登的税收和支出法案。</p>\n<p>在拨款法案或债务上限问题上的失误将对国家和执政党产生深远影响，而如果未能就众议院通过的2万亿美元“重建更美好法案”的最终形式达成一致，则可能会巩固选民对民主党总是忙着内斗而不是立法的感觉。</p>\n<p>4、俄罗斯、沙特回应变种病毒：一点都不慌 还没到产油国动手的时候</p>\n<p>经历上周五由变种病毒引发的大跌后，外界对于OPEC+本周是否会调整原油增产路径充满了担忧，不过该组织两大巨头均在周一发声安抚市场预期。</p>\n<p>俄罗斯主管原油事务的副总理诺瓦克表示，就新的变种病毒而言，俄罗斯目前没看到需要采取紧急行动的需求，OPEC+的成员国也没有联系俄罗斯提出类似的要求。</p>\n<p>5、欧洲央行下个月的经济展望可能显示更高的通胀顶点</p>\n<p>欧洲央行官员下个月开会的时候将收到新的预测，可能显示通胀率会在比此前预期更高的水平见顶，然后会降至比此前预期更低的水平。</p>\n<p>这是根据SHOK模型得出的判断。SHOK模型衡量9月份上一轮欧洲央行预测发布以来的变化，考虑了能源成本上升、贸易加权汇率走软和内需疲软等因素。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2187303185\" target=\"_blank\">新冠口服神药对奥密克戎有效！辉瑞CEO说“非常有信心”</a></p>\n<p>在奥密克戎病毒开始传播之际，美东时间11月29日周一，辉瑞公司首席执行官Albert Bourla说，他对现有的辉瑞治疗药丸对于新冠变体奥密克戎的有效性有 “非常高的信心”。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2187308664\" target=\"_blank\">Twitter&nbsp;CEO多西离职 CTO接任CEO一职</a></p>\n<p>Twitter宣布，公司CEO杰克·多西将辞去CEO一职，即刻生效。多西离职后，Twitter首席技术官帕拉格·阿格拉瓦尔将接替多西，出任CEO职位。</p>\n<p>辞去CEO职位后，多西将继续担任Twitter董事会成员，直到其任期在2022年股东大会上届满。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2187305509\" target=\"_blank\">淡水河谷下调2021年铁矿石产量指引 未来将继续剥离非核心业务</a></p>\n<p>巴西矿业公司淡水河谷周一下调了今年的铁矿石产量预期，同时发布了低于预期的2022年产量预测。作为全球第二大铁矿石生产商，淡水河谷预计今年的铁矿石产量为3.15亿至3.2亿吨，此前的预期为3.15亿至3.35亿吨。淡水河谷预计明年的产量为3.2亿至3.35亿吨，这低于分析师普遍预期的3.46亿吨。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2187089370\" target=\"_blank\">谷歌在俄罗斯又遭罚款 未来罚款金额可能高达上亿美元</a></p>\n<p>据报道，莫斯科一家法院今日又对谷歌处以300万卢布（约合4万美元）的罚款，原因是谷歌未能删除一些被视为非法的内容。事实上，这只是俄罗斯与谷歌之间更广泛纠纷的一部分。早在2018年底，俄罗斯就对谷歌处以50万卢布（约合7530美元）的罚款，原因是谷歌未能按法律要求从其搜索结果中删除特定条目。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2187379911\" target=\"_blank\">天然气价格飙升 俄气公司利润创历史新高 四季度更值得期待</a></p>\n<p>俄罗斯天然气工业股份公司周一公布的财报显示，第三季度净利润达到创纪录的5818亿卢布(78亿美元)，高于市场预期的5465亿卢布。俄气公司表示，预计今年最后一个季度的收益还会更高。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2187308382\" target=\"_blank\">BioNTech、Moderna与强生正研发针对omicron的疫苗</a></p>\n<p><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>、Moderna Inc．与强生正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中辉瑞的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2187373356\" target=\"_blank\">受供应链拖累丰田10月汽车产量降26% 但曙光已在前方</a></p>\n<p>全球最大汽车制造商<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>周一公布了10月销售、生产和出口业绩。受半导体和其它零部件持续短缺影响，该车企10月全球产量较上年同期下降逾四分之一。</p>\n<p>丰田表示，该公司10月汽车产量为627452辆，低于上年同期的845107辆。其中，国内产量为151918辆，同比降50.9%。日本之外产量为475534辆，同比降11.2%。</p>\n<p>8、<a href=\"https://laohu8.com/NW/2187305777\" target=\"_blank\">Meta将变更股票代码的时间推后至2022年一季度</a></p>\n<p>11月30日讯，据外媒报道，Meta（原Facebook）将变更股票代码的时间推后至2022年一季度。在此期间，Meta&nbsp;的&nbsp;A&nbsp;类普通股将继续在纳斯达克上市，股票代码为“FB”。</p>\n<p>Meta方面没有说明延迟的原因，但表示将在明年变更之前提供“其他详细信息”。</p>\n<p>9、<a href=\"https://laohu8.com/NW/2187309146\" target=\"_blank\">顺丰同城今起招股，入场费约3628.20港元</a></p>\n<p>11月30日消息，本周二顺丰同城发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，预期将于12月14日上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","UVXY":"1.5倍做多恐慌指数短期期货ETF","DWT":"三倍做空原油ETN","SVXY":"0.5倍做空波动率指数短期期货ETF","UCO":"二倍做多彭博原油ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","TVIX":"二倍做多VIX波动率指数短期期权ETN","VIXY":"波动率短期期货指数ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169895442","content_text":"摘要：①美股“涨”声欢迎，道指涨0.68%，标准普尔500指数涨1.3%；②热门中概股涨跌互现，理想汽车涨超6%；③油价尽管回吐涨幅但在暴跌后收高；④美联储主席称，奥密克戎对经济构成下行风险，令通胀形势复杂化。\n\n海外市场\n1、美股“涨”声欢迎、以史为鉴：美股一年后有望大涨20%\n美国总统拜登表示，针对奥密克戎新冠病毒变种的经济封锁目前不在考虑范围内，随后股市反弹。\n道琼斯指数收盘道指涨0.68%，标准普尔500指数上涨1.3%，纳斯达克综合指数上涨1.9%。小型股基准罗素2000指数下跌0.2%，罗素2000指数中包含了对经济最敏感的股票。\n上周五暴涨20%之后，疫苗巨头Moderna周一延续涨势，收盘涨11.8%，市值上涨158亿美元，约合1009亿人民币。\n2、热门中概股周一收盘涨跌互现 理想汽车涨超6%\n热门中概股周一收盘涨跌互现，理想汽车涨超6%，此前该公司发布的财报显示三季度营收77.8亿元，环比增长54.3%，同比增长209.7%。\n比特数字涨近12%，水滴公司涨超10%，团车涨超11%，比特矿业涨超9%，小白买买涨超6%，拼多多涨超5%，乐居涨近4%，搜狐、高途涨超2%。\n3、小幅上涨收复上周失地 旅游银行及石油股反弹\n欧洲股市周一加入了全球市场反弹的行列，尽管如此，欧洲主要指数泛欧斯托克600指数仍然只夺回上周因Omicron病毒变种引起的股市大震荡的部分阵地。\n泛欧斯托克600指数收盘上涨4.32点，涨幅0.93%，报468.37点；德国DAX30指数收盘上涨23.91点，涨幅0.16%，报15280.95点。\n4、油价尽管回吐涨幅但在暴跌后收高\n原油期货周一收高，美国原油期货在上周重挫逾13%之后反弹。交易员关注与新冠奥密克戎变异毒株相关的事态发展，及其对它经济活动和石油需求可能造成的损害。\n纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨1.80美元，涨幅2.6%，收于每桶69.95美元。上周五该期货重挫13.1%。\n5、涨势昙花一现！黄金逼近1800大关后回落\n随着美元走强，风险情绪回升，市场权衡奥密克戎新冠病毒变种的经济影响会有多严重，金价回落，恢复了此前一周的普遍下跌。\n美市尾盘，现货黄金收报1784.48美元/盎司，下跌7.87美元或0.44%，日内最高触及1799.30美元，最低触及1776.62美元。黄金上周收盘下跌2.9%，创下6月份以来最大单周跌幅。\n国际宏观\n1、美联储主席：奥密克戎对经济构成下行风险 令通胀形势复杂化\n美联储主席杰罗姆-鲍威尔认为，新冠奥密克戎变体和近期病例的增加对美国经济构成威胁，并使本已不确定的通胀前景复杂化。\n鲍威尔在其计划于周二向参议院立法者发表的讲话中表示：“近期新冠病例的增加以及奥密克戎变体的出现给就业和经济活动带来了下行风险，并增加了通胀的不确定性。对病毒的更大担忧可能会降低人们重返工作岗位的意愿，这将减缓劳动力市场的进展并加剧供应链中断。”\n2、世卫组织警告：Omicron毒株或导致感染人数激增并带来“严重后果”\n世界卫生组织警告称，最新在南非发现的新冠病毒变异毒株可能导致感染人数激增并产生“严重后果”，迹象表明它使新冠病毒变得更具传播性。\n南非科学家表示，新毒株似乎传播性更强，但现有的疫苗仍可能预防病情发展为重症。世卫组织评估认为，该变种的风险“极高”，呼吁成员国进行广泛检测。世卫表示，了解新毒株需要几天或几周时间。\n3、债务上限、政府停摆、拜登议程——美国国会12月面临紧迫最后期限\n美国国会在为期一周的感恩节假期后复会，正面临一系列紧迫的最后期限：避免联邦政府停摆和债务上限违约，通过年度国防法案，以及敲定总统拜登的税收和支出法案。\n在拨款法案或债务上限问题上的失误将对国家和执政党产生深远影响，而如果未能就众议院通过的2万亿美元“重建更美好法案”的最终形式达成一致，则可能会巩固选民对民主党总是忙着内斗而不是立法的感觉。\n4、俄罗斯、沙特回应变种病毒：一点都不慌 还没到产油国动手的时候\n经历上周五由变种病毒引发的大跌后，外界对于OPEC+本周是否会调整原油增产路径充满了担忧，不过该组织两大巨头均在周一发声安抚市场预期。\n俄罗斯主管原油事务的副总理诺瓦克表示，就新的变种病毒而言，俄罗斯目前没看到需要采取紧急行动的需求，OPEC+的成员国也没有联系俄罗斯提出类似的要求。\n5、欧洲央行下个月的经济展望可能显示更高的通胀顶点\n欧洲央行官员下个月开会的时候将收到新的预测，可能显示通胀率会在比此前预期更高的水平见顶，然后会降至比此前预期更低的水平。\n这是根据SHOK模型得出的判断。SHOK模型衡量9月份上一轮欧洲央行预测发布以来的变化，考虑了能源成本上升、贸易加权汇率走软和内需疲软等因素。\n公司新闻\n1、新冠口服神药对奥密克戎有效！辉瑞CEO说“非常有信心”\n在奥密克戎病毒开始传播之际，美东时间11月29日周一，辉瑞公司首席执行官Albert Bourla说，他对现有的辉瑞治疗药丸对于新冠变体奥密克戎的有效性有 “非常高的信心”。\n2、Twitter CEO多西离职 CTO接任CEO一职\nTwitter宣布，公司CEO杰克·多西将辞去CEO一职，即刻生效。多西离职后，Twitter首席技术官帕拉格·阿格拉瓦尔将接替多西，出任CEO职位。\n辞去CEO职位后，多西将继续担任Twitter董事会成员，直到其任期在2022年股东大会上届满。\n3、淡水河谷下调2021年铁矿石产量指引 未来将继续剥离非核心业务\n巴西矿业公司淡水河谷周一下调了今年的铁矿石产量预期，同时发布了低于预期的2022年产量预测。作为全球第二大铁矿石生产商，淡水河谷预计今年的铁矿石产量为3.15亿至3.2亿吨，此前的预期为3.15亿至3.35亿吨。淡水河谷预计明年的产量为3.2亿至3.35亿吨，这低于分析师普遍预期的3.46亿吨。\n4、谷歌在俄罗斯又遭罚款 未来罚款金额可能高达上亿美元\n据报道，莫斯科一家法院今日又对谷歌处以300万卢布（约合4万美元）的罚款，原因是谷歌未能删除一些被视为非法的内容。事实上，这只是俄罗斯与谷歌之间更广泛纠纷的一部分。早在2018年底，俄罗斯就对谷歌处以50万卢布（约合7530美元）的罚款，原因是谷歌未能按法律要求从其搜索结果中删除特定条目。\n5、天然气价格飙升 俄气公司利润创历史新高 四季度更值得期待\n俄罗斯天然气工业股份公司周一公布的财报显示，第三季度净利润达到创纪录的5818亿卢布(78亿美元)，高于市场预期的5465亿卢布。俄气公司表示，预计今年最后一个季度的收益还会更高。\n6、BioNTech、Moderna与强生正研发针对omicron的疫苗\nBioNTech SE、Moderna Inc．与强生正研究调整现有新冠疫苗，使其可预防变异毒株omicron。其中辉瑞的德国合作伙伴BioNTech表示，如有必要，可能在100天内研制出这款疫苗。\n7、受供应链拖累丰田10月汽车产量降26% 但曙光已在前方\n全球最大汽车制造商丰田汽车周一公布了10月销售、生产和出口业绩。受半导体和其它零部件持续短缺影响，该车企10月全球产量较上年同期下降逾四分之一。\n丰田表示，该公司10月汽车产量为627452辆，低于上年同期的845107辆。其中，国内产量为151918辆，同比降50.9%。日本之外产量为475534辆，同比降11.2%。\n8、Meta将变更股票代码的时间推后至2022年一季度\n11月30日讯，据外媒报道，Meta（原Facebook）将变更股票代码的时间推后至2022年一季度。在此期间，Meta 的 A 类普通股将继续在纳斯达克上市，股票代码为“FB”。\nMeta方面没有说明延迟的原因，但表示将在明年变更之前提供“其他详细信息”。\n9、顺丰同城今起招股，入场费约3628.20港元\n11月30日消息，本周二顺丰同城发布公告，将于11月30日-12月7日招股，公司拟发行约1.31亿股股份，其中公开发售约1312万股，国际发售约1.18亿股，每股发行价16.42-17.96港元，每手200股，预期将于12月14日上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879988411,"gmtCreate":1636676711042,"gmtModify":1636676711347,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879988411","repostId":"2182606257","repostType":2,"repost":{"id":"2182606257","kind":"news","pubTimestamp":1636666860,"share":"https://www.laohu8.com/m/news/2182606257?lang=&edition=full","pubTime":"2021-11-12 05:41","market":"fut","language":"zh","title":"外媒头条：市值突破千亿！Rivian上市次日再度飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=2182606257","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院I","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、为什么经济学家低估了美国通胀的爆发力和耐力？</b>\n</blockquote>\n<blockquote>\n <b>2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最</b>\n</blockquote>\n<blockquote>\n <b>3、又一波新冠疫情来袭 美国中西部医院ICU人满为患</b>\n</blockquote>\n<blockquote>\n <b>4、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越<a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>\n</blockquote>\n<blockquote>\n <b>5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价创18个月最大跌幅 因流媒体服务业务放缓</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5dbc3fa747a5e8746ac0c3f61f34757e\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>为什么经济学家低估了美国通胀的爆发力和耐力？</b></p>\n<p>卷土重来的疫情、脆弱的全球供应网络和刺激政策充实的消费者荷包，共同推动美国物价涨幅远超华尔街和决策者的预期。经济学家也明白了该谦虚的时候要谦虚。</p>\n<p>本周三发布的最新通胀数据显示，10月份消费物价同比上涨6.2%，高于所有预测。以前的物价上涨更多因为经济重新开放，而10月的数据却显示了广泛的通胀压力。</p>\n<p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>首席美国经济学家Matthew Luzzetti说，过去一年，预测通胀“非常具有挑战性，”未来也依然很难。“现在这个时候，谁都别以为自己已经考虑了足够的价格压力，通胀前景的风险仍然偏向上行。”</p>\n<p>自年初以来，经济学家被迫提高了对消费价格涨幅的预测。曾经，通胀被视为某种幻觉，是所谓的基期效应扭曲了数字。但结果证明，这是个更加长期的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/0de9807e60befbc92e727c2b27cd2f47\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美债市场遍布地雷 凶险程度达到疫情爆发以来之最</b></p>\n<p>美国国债市场过去一个月已成为雷区。</p>\n<p>随着全球债券交易员努力迫使央行出手应对高通胀，债市异常的震荡让他们自己也损失不小。由此仿佛陷入一个恶性循环，不愿入市令债市流动性减少，价格更易大幅波动，这进而又阻止了人们入市的脚步。</p>\n<p>美国政府证券流动性指数显示，美国国债目前的交易状况为2020年3月以来最糟。该指数衡量收益率偏离公允价值模型的程度。至于预期波动率，跟踪美国国债的ICE<a href=\"https://laohu8.com/S/BAC\">美国银行</a>MOVE指数目前接近2020年4月以来最高水平。</p>\n<p>美联储11月3日宣布计划每月减少购买800亿美元美国国债，目标是到明年年中结束购债行动。主席鲍威尔重申该减码时间表对于加息时间没有指示意义，必要情况下联储会果断对“通胀”采取行动。周三美国公布的10月CPI涨幅超过预期，美债市场遭遇2月以来最大抛盘。</p>\n<p><img src=\"https://static.tigerbbs.com/17bb143298d36f6743808a411697ad14\" tg-width=\"550\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>又一波新冠疫情来袭 美国中西部医院ICU人满为患</b></p>\n<p>美国部分地区的医院已经开始看到新冠疫情秋季浪潮的影响，这个最新迹象表明，即使是在疫苗接种率相对较高的地区，医疗系统仍然面临来自新冠病毒的巨大压力。</p>\n<p>在12个州，Covid-19患者使用的重症监护床位比两周前有所攀升，这些州大多数位于南起亚利桑那州和新墨西哥州，北至明尼苏达州，跨越北美大平原的连续地带上。在西部几个州，许多医生和护士还没有从上一轮感染高峰中缓过气来。</p>\n<p>“我们已经满负荷运转，（直到几天前）都无法让病人转院，” 科罗拉多州偏远的Moffat县农村地区医院Memorial Hospital的手术副总裁Jennifer Riley说。“很难相信疫情已经持续了这么久。”该医院有大约25张床位。</p>\n<p>美国未来数月面临着不确定性，随着传统的冬季病毒传染高峰期来临，德尔塔变异毒株仍在全国范围内蔓延。美国许多地区也经历了异常温暖的秋季，尚未看到当寒冷的天气促使人们更多呆在室内、病毒更容易传播时会发生什么状况。</p>\n<p><img src=\"https://static.tigerbbs.com/1558ffa4bade529e0653078064a84267\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车</b></p>\n<p>电动汽车初创公司Rivian股价周四继续攀升，在上市一天后再度大涨约23%。</p>\n<p>这家<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特支持的公司的市值已经超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>和通用汽车，目前超过1000亿美元。不过这仍然远远落后于特斯拉逾1万亿美元的市值。</p>\n<p>截至发稿，通用汽车的市值为888亿美元，而福特的市值为776亿美元。</p>\n<p>Rivian当前的市值意味着亚马逊在该公司20%的股份现价值约210亿美元，而福特持有的12%股份价值超过120亿美元。</p>\n<p>鉴于Rivian还没有成熟的商业模式，并预计三季度营收最高仅为100万美元，因此该股两日的涨幅尤其惊人。该公司在招股说明书中表示，预计当季亏损将高达12.8亿美元。</p>\n<p>Rivian凭借全电动皮卡在市场上击败了竞争对手，但尚未大规模生产其车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/703c35767cc066ea313d043ed964d5ae\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨</b></p>\n<p>曼哈顿的公寓租金正在以创纪录速度上涨，因为准备重返办公室的人们纷纷在曼哈顿寻找条件更好的住所。</p>\n<p>评估公司Miller Samuel Inc．和中介公司Douglas Elliman Real Estate在周四的一份报告中表示，10月份租金中位数达到3382美元，同比上涨18%。这是10年前有数据以来最大同比涨幅；不过，租金中位数绝对值仍低于2019年10月的3409美元。</p>\n<p>Miller Samuel总裁Jonathan Miller说，那些无缘在郊区购房的公寓租户发现，他们可以转而在市内租下更好的房子。还有人则在办公室附近找到房子，为最终不得不回办公室上班做准备。</p>\n<p>“越来越多的人理解了自己想要住的地方和雇主希望他们工作的地方之间的关系，”Miller说。</p>\n<p><img src=\"https://static.tigerbbs.com/4a8b70e558184105f6ced2b1ee484691\" tg-width=\"533\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓</b></p>\n<p>迪士尼股价创疫情爆发以来最大跌幅，之前该公司报告流媒体用户增长低于预期，引发投资者对连续两年火爆之后增长放缓的担忧。</p>\n<p>迪士尼股价周四早盘一度下跌9.2%，为2020年3月以来最大盘中跌幅。此番下跌导致该公司市值低于竞争对手Netflix&nbsp;Inc．。流媒体的不足只是该公司各业务部门当季普遍令人失望的缩影。</p>\n<p>该公司周三公告称，Disney+在第四财季新增210万用户，其用户总数达到1.181亿。接受彭博调查的分析师预测为1.196亿。这是该服务两年前推出以来的最小季度增幅。</p>\n<p>迪士尼已将这个家庭流媒体产品作为未来几年增长的重点，管理层重申了到2024年拥有2.6亿用户的目标。11月12日是月费8美元的Disney+上线两周年纪念日，该公司正在举行庆祝活动，在全公司范围内推出新电影和促销活动。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\n外媒头条：市值突破千亿！Rivian上市次日再度飙升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 05:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院ICU人满为患\n\n\n4、“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n\n\n5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n\n\n6、迪士尼股价创18个月最大跌幅...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d8ba54faa1a9d08aed79d6e8240d1f","relate_stocks":{".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2182606257","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院ICU人满为患\n\n\n4、“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n\n\n5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n\n\n6、迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓\n\n\n为什么经济学家低估了美国通胀的爆发力和耐力？\n卷土重来的疫情、脆弱的全球供应网络和刺激政策充实的消费者荷包，共同推动美国物价涨幅远超华尔街和决策者的预期。经济学家也明白了该谦虚的时候要谦虚。\n本周三发布的最新通胀数据显示，10月份消费物价同比上涨6.2%，高于所有预测。以前的物价上涨更多因为经济重新开放，而10月的数据却显示了广泛的通胀压力。\n德意志银行首席美国经济学家Matthew Luzzetti说，过去一年，预测通胀“非常具有挑战性，”未来也依然很难。“现在这个时候，谁都别以为自己已经考虑了足够的价格压力，通胀前景的风险仍然偏向上行。”\n自年初以来，经济学家被迫提高了对消费价格涨幅的预测。曾经，通胀被视为某种幻觉，是所谓的基期效应扭曲了数字。但结果证明，这是个更加长期的问题。\n\n美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n美国国债市场过去一个月已成为雷区。\n随着全球债券交易员努力迫使央行出手应对高通胀，债市异常的震荡让他们自己也损失不小。由此仿佛陷入一个恶性循环，不愿入市令债市流动性减少，价格更易大幅波动，这进而又阻止了人们入市的脚步。\n美国政府证券流动性指数显示，美国国债目前的交易状况为2020年3月以来最糟。该指数衡量收益率偏离公允价值模型的程度。至于预期波动率，跟踪美国国债的ICE美国银行MOVE指数目前接近2020年4月以来最高水平。\n美联储11月3日宣布计划每月减少购买800亿美元美国国债，目标是到明年年中结束购债行动。主席鲍威尔重申该减码时间表对于加息时间没有指示意义，必要情况下联储会果断对“通胀”采取行动。周三美国公布的10月CPI涨幅超过预期，美债市场遭遇2月以来最大抛盘。\n\n又一波新冠疫情来袭 美国中西部医院ICU人满为患\n美国部分地区的医院已经开始看到新冠疫情秋季浪潮的影响，这个最新迹象表明，即使是在疫苗接种率相对较高的地区，医疗系统仍然面临来自新冠病毒的巨大压力。\n在12个州，Covid-19患者使用的重症监护床位比两周前有所攀升，这些州大多数位于南起亚利桑那州和新墨西哥州，北至明尼苏达州，跨越北美大平原的连续地带上。在西部几个州，许多医生和护士还没有从上一轮感染高峰中缓过气来。\n“我们已经满负荷运转，（直到几天前）都无法让病人转院，” 科罗拉多州偏远的Moffat县农村地区医院Memorial Hospital的手术副总裁Jennifer Riley说。“很难相信疫情已经持续了这么久。”该医院有大约25张床位。\n美国未来数月面临着不确定性，随着传统的冬季病毒传染高峰期来临，德尔塔变异毒株仍在全国范围内蔓延。美国许多地区也经历了异常温暖的秋季，尚未看到当寒冷的天气促使人们更多呆在室内、病毒更容易传播时会发生什么状况。\n\n“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n电动汽车初创公司Rivian股价周四继续攀升，在上市一天后再度大涨约23%。\n这家亚马逊和福特支持的公司的市值已经超过福特汽车和通用汽车，目前超过1000亿美元。不过这仍然远远落后于特斯拉逾1万亿美元的市值。\n截至发稿，通用汽车的市值为888亿美元，而福特的市值为776亿美元。\nRivian当前的市值意味着亚马逊在该公司20%的股份现价值约210亿美元，而福特持有的12%股份价值超过120亿美元。\n鉴于Rivian还没有成熟的商业模式，并预计三季度营收最高仅为100万美元，因此该股两日的涨幅尤其惊人。该公司在招股说明书中表示，预计当季亏损将高达12.8亿美元。\nRivian凭借全电动皮卡在市场上击败了竞争对手，但尚未大规模生产其车辆。\n\n改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n曼哈顿的公寓租金正在以创纪录速度上涨，因为准备重返办公室的人们纷纷在曼哈顿寻找条件更好的住所。\n评估公司Miller Samuel Inc．和中介公司Douglas Elliman Real Estate在周四的一份报告中表示，10月份租金中位数达到3382美元，同比上涨18%。这是10年前有数据以来最大同比涨幅；不过，租金中位数绝对值仍低于2019年10月的3409美元。\nMiller Samuel总裁Jonathan Miller说，那些无缘在郊区购房的公寓租户发现，他们可以转而在市内租下更好的房子。还有人则在办公室附近找到房子，为最终不得不回办公室上班做准备。\n“越来越多的人理解了自己想要住的地方和雇主希望他们工作的地方之间的关系，”Miller说。\n\n迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓\n迪士尼股价创疫情爆发以来最大跌幅，之前该公司报告流媒体用户增长低于预期，引发投资者对连续两年火爆之后增长放缓的担忧。\n迪士尼股价周四早盘一度下跌9.2%，为2020年3月以来最大盘中跌幅。此番下跌导致该公司市值低于竞争对手Netflix Inc．。流媒体的不足只是该公司各业务部门当季普遍令人失望的缩影。\n该公司周三公告称，Disney+在第四财季新增210万用户，其用户总数达到1.181亿。接受彭博调查的分析师预测为1.196亿。这是该服务两年前推出以来的最小季度增幅。\n迪士尼已将这个家庭流媒体产品作为未来几年增长的重点，管理层重申了到2024年拥有2.6亿用户的目标。11月12日是月费8美元的Disney+上线两周年纪念日，该公司正在举行庆祝活动，在全公司范围内推出新电影和促销活动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870180349,"gmtCreate":1636593266114,"gmtModify":1636593266239,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S51.SI\">$SEMBCORP MARINE LTD(S51.SI)$</a>nice to invest?","listText":"<a 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game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843363328","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849941647,"gmtCreate":1635726532670,"gmtModify":1635726532670,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>Good?","listText":"<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a>Good?","text":"$Meta Platforms, Inc.(FB)$Good?","images":[{"img":"https://static.tigerbbs.com/63f9174af550eba5eb4ea09a255f429c","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849941647","isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":809351633,"gmtCreate":1627349440922,"gmtModify":1633765864534,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/809351633","repostId":"1153028059","repostType":4,"repost":{"id":"1153028059","kind":"news","pubTimestamp":1627340900,"share":"https://www.laohu8.com/m/news/1153028059?lang=&edition=full","pubTime":"2021-07-27 07:08","market":"us","language":"en","title":"Tesla sales surge 98%; company boosts margins on its less-costly electric cars","url":"https://stock-news.laohu8.com/highlight/detail?id=1153028059","media":"Reuters","summary":" -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operati","content":"<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.</p>\n<p>Tesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.</p>\n<p>For the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.</p>\n<p>Shares of the world’s most valuable automaker rose 1.5% in extended trade.</p>\n<p>In a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.</p>\n<p>“The global chip shortage situation remains quite serious,” Musk said.</p>\n<p>Still, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.</p>\n<p>Despite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.</p>\n<p>The carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.</p>\n<p>Analysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.</p>\n<p>Excluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.</p>\n<p>Tesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.</p>\n<p>Tesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.</p>\n<p>“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.</p>\n<p>Carmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.</p>\n<p>Tesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.</p>\n<p>But the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.</p>\n<p>In an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.</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>Tesla sales surge 98%; company boosts margins on its less-costly electric cars</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\">\nTesla sales surge 98%; company boosts margins on its less-costly electric cars\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 07:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on ...</p>\n\n<a href=\"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.reuters.com/article/tesla-results/update-4-tesla-sales-surge-98-company-boosts-margins-on-its-less-costly-electric-cars-idUSL4N2P23I5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153028059","content_text":"(Reuters) -Tesla Inc posted a bigger second-quarter profit than expected on Tuesday thanks to sharply higher sales of its less-expensive electric vehicles, as it raised prices to boost its margins on them.\nTesla also cut costs which helped it offset many of the supply chain and microchip shortfalls facing the auto industry.\nFor the first time since late 2019, Tesla profits did not rely on sales of environmental credits to other automakers, a sign of increasing financial health for the manufacturing operation. Tesla boosted its performance by cutting features it said were unused or unneeded and raising U.S. vehicle prices.\nShares of the world’s most valuable automaker rose 1.5% in extended trade.\nIn a call with investors and analysts, Tesla executives said that volume production growth will depend on parts availability, and Musk cautioned the shortage of semiconductors will continue.\n“The global chip shortage situation remains quite serious,” Musk said.\nStill, Musk said Tesla expects to launch production this year of the Model Y SUV at factories under construction in Texas and Germany. He said the company expects battery cell suppliers to double production next year.\nDespite the pandemic and the supply chain crisis, Tesla posted record deliveries during the quarter, thanks to sales of cheaper models including Model 3 sedans and Model Ys.\nThe carmaker, led by billionaire entrepreneur Elon Musk, said revenue jumped to $11.96 billion from $6.04 billion a year earlier, when its California factory was shut down for more than six weeks due to local lockdown orders to fight the pandemic.\nAnalysts had expected revenue of about $11.3 billion, according to IBES data from Refinitiv.\nExcluding items, Tesla posted a profit of $1.45 per share, easily topping analyst expectations for a profit of 98 cents per share.\nTesla said operating income rose with volume growth and cost reduction, which offset higher supply chain costs, lower regulatory credit revenue and other items including $23 million in losses on investment in cryptocurrency bitcoin.\nTesla’s profitability has often relied on selling regulatory credits to other automakers, but in the second quarter, Tesla was profitable without these credits for the first time since the end of 2019. Its GAAP net income was $1.14 billion in the second quarter. Revenue from the credits only totaled $354 million.\n“Tesla impressed with its numbers, as most of its revenue came from vehicle sales,” Jesse Cohen, senior analyst at Investing.com, said.\nCarmaker Stellantis expects to achieve its European carbon dioxide (CO2) emissions targets this year without environmental credits bought from Tesla.\nTesla said it said it has delayed the launch of the Semi truck program to 2022 to focus on starting factories and due to limited availability of battery cells and other parts this year.\nBut the company’s new 4680 batteries are not ready for volume production; executives said it was difficult to predict when technological challenges would be resolved.\nIn an aside, Musk said he “most likely will not be on earnings calls” going forward to discuss financial results with investors and analysts. These calls have been a colorful quarterly ritual Musk has used for discourses on Tesla technology, or to fire back at rivals or critics.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155393199,"gmtCreate":1625373180211,"gmtModify":1633941126450,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Like and comment. Thanks 😊","listText":"Like and comment. Thanks 😊","text":"Like and comment. Thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155393199","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155391187,"gmtCreate":1625373277549,"gmtModify":1633941125418,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Pls like and comment. Thanks","listText":"Pls like and comment. Thanks","text":"Pls like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155391187","repostId":"1109375790","repostType":4,"repost":{"id":"1109375790","kind":"news","pubTimestamp":1625370494,"share":"https://www.laohu8.com/m/news/1109375790?lang=&edition=full","pubTime":"2021-07-04 11:48","market":"us","language":"en","title":"Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109375790","media":"MarketWatch","summary":"More predictable businesses tend to be more profitable stock investments.Trust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders  who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.TheTrust Across America initiative has identified the most trustworthy U.S. public co","content":"<blockquote>\n <b>More predictable businesses tend to be more profitable stock investments.</b>\n</blockquote>\n<p>Trust is one of the most valuable assets a company can cultivate.&nbsp; Within an organization, trust percolates into culture.&nbsp;Outside an organization, it translates into loyalty.&nbsp; Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders —&nbsp;maintain this&nbsp;viewpoint in their investment practice.</p>\n<p>TheTrust Across America(TAA) initiative has identified the most&nbsp;trustworthy&nbsp;U.S. public&nbsp;companies using objective&nbsp;and quantitative&nbsp;indicators including accounting&nbsp;conservativeness&nbsp;and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.</p>\n<p>Companies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the&nbsp;Quality Shareholders Initiative&nbsp;(QSI), which I run, as well as the proprietary database of&nbsp;EQX, which I use to cross-check the QSI data.</p>\n<p>TAA’s assessment of the S&amp;P 500SPX,+0.75%in 2020 identified 51 companies, of which 49&nbsp;are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.</p>\n<p>Notably, both the TAA top 10 and the QSI Top 25 outperformed the S&amp;P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:</p>\n<p>Texas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.</p>\n<p>For investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to&nbsp;allocate such capital in accordance with the QS playbook&nbsp;that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.</p>\n<p>Another stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.</p>\n<p>Those CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy.&nbsp;Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.</p>\n<p>Finally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.&nbsp; Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.</p>\n<p>Ball remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington&nbsp;Management Group and&nbsp;Winslow Capital Management.</p>\n<p>While some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%</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\">\nWhy high-quality, trustworthy companies have beaten the S&P 500 by 30%-50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/why-high-quality-trustworthy-companies-have-beaten-the-s-p-500-by-30-50-11625020379?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109375790","content_text":"More predictable businesses tend to be more profitable stock investments.\n\nTrust is one of the most valuable assets a company can cultivate.  Within an organization, trust percolates into culture. Outside an organization, it translates into loyalty.  Quality shareholders (QS) who value long-term trust among all stakeholders — employees, customers and shareholders — maintain this viewpoint in their investment practice.\nTheTrust Across America(TAA) initiative has identified the most trustworthy U.S. public companies using objective and quantitative indicators including accounting conservativeness and financial stability, as well as a secondary screen of more subjective criteria such as employee reviews and news reports.\nCompanies regarded as trustworthy also tend to rate highly in rankings of shareholder quality produced by the Quality Shareholders Initiative (QSI), which I run, as well as the proprietary database of EQX, which I use to cross-check the QSI data.\nTAA’s assessment of the S&P 500SPX,+0.75%in 2020 identified 51 companies, of which 49 are also included in the QSI rankings. Comparing the two, more than one-fourth of the top TAA companies are in the top decile of the QSI; two-thirds are in the top quarter, and all but two (92%) are in the top half.\nNotably, both the TAA top 10 and the QSI Top 25 outperformed the S&P 500 by 30% and 50%, respectively, in recent five-year periods. Here’s a sampling of companies scoring high on both trust and quality:\nTexas InstrumentsTXN,+0.72%makes most of its revenue selling computer chips and is among the world’s largest manufacturers of semiconductors. Founded by a group of electrical engineers in 1951, the company boasts a culture of intelligent innovation. Its business is protected by four protective “moats” including: manufacturing and technology skill thanks to its employees; a broad portfolio of processing chips to meet a wide range of customer needs; the reach of its market channels thanks to both, and its diversity and longevity.\nFor investors, this adds up to a winning recipe, particularly when combined with Texas Instruments’s capital management strategy, which is to maximize the company’s long-term growth in free cash-flow per share and to allocate such capital in accordance with the QS playbook that prioritizes wise reinvestment, disciplined acquisitions, low-priced share buybacks and shareholder dividends. Some of the company’s notable QSs include: Alliance Bernstein, Bessemer Group, Capital World Investors, State Farm Mutual, and T. Rowe Price Group.\nAnother stock on this list, EcolabECL,+0.77%,is a global leader in water treatment. Founded in 1923 as the Economics Laboratory, its long-term outlook shows in the longevity of senior leadership: the company has had just seven CEOs in almost 100 years of existence.\nThose CEOs inculcated a culture of customer care, a relentless focus on helping customers solve problems and meet goals. A learning organization, such a performance culture permeates the business from production to sales, as employees commit to the long-term goal of being indispensable to customers. Management rewards that employee conviction with long-term incentives and a high degree of autonomy. Ecolab’s QSs include: Cantillon Capital, Clearbridge Investments, Franklin Resources, and the Gates Foundation.\nFinally, consider Ball CorporationBLL,-0.68%,the world’s largest manufacturer of recyclable containers.  Founded in the late 1800s by two brother-entrepreneurs who foresaw that the Mason jar patent was about to expire and built a glassblowing facility to manufacture such jars.\nBall remains characterized by a culture of family, innovation and natural-resources conscientiousness. For instance, Ball foresaw the ecological and commercial need to pivot away from PET and glass containers, both costly to recycle and posing environmental damage, and towards eco-friendly and profitable aluminum. The company adopts economic value added (EVA) to assure every dollar is well-spent, long-term employee incentive compensation to reward long-term sustainable growth, and a spirit of entrepreneurial freedom. QSs include: Chilton Investment Co.; T. Rowe Price; Wellington Management Group and Winslow Capital Management.\nWhile some investors focus solely on the bottom line and others only on signals of corporate virtue, QSs are holistic, considering the inherent relationship between trust and long-term value. Nebulous as the notion of trust in corporate culture might seem, it’s a profitable as well as ethical value to probe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174547453,"gmtCreate":1627116912572,"gmtModify":1633767813172,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Pls like and comment. Thanks 😊","listText":"Pls like and comment. Thanks 😊","text":"Pls like and comment. Thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174547453","repostId":"1191636755","repostType":4,"repost":{"id":"1191636755","kind":"news","pubTimestamp":1627084309,"share":"https://www.laohu8.com/m/news/1191636755?lang=&edition=full","pubTime":"2021-07-24 07:51","market":"us","language":"en","title":"Tesla Earnings Are Coming. Here’s the One Number That Matters.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191636755","media":"Barrons","summary":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likel","content":"<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.</p>\n<p>There are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.</p>\n<p>The EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for&nbsp;Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There are plenty of factors that will contribute to bottom-line earnings—the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/eb9cfd5cbe6d36d06167f82af45447d1\" tg-width=\"869\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>All those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&amp;P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>","source":"lsy1601382232898","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>Tesla Earnings Are Coming. Here’s the One Number That Matters.</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\">\nTesla Earnings Are Coming. Here’s the One Number That Matters.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 07:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_DAY_Theme_2_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191636755","content_text":"Tesla’s second-quarter earnings are just around the corner, and investors should gear up for a likely very complicated report.\nThere are a lot of moving parts, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk. Figuring out if the stock will go up or down, however, shouldn’t be all that difficult.\nThe EV pioneer will report after the close of trading on Monday,July 26. Wall Street is looking for Tesla to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere are plenty of factors that will contribute to bottom-line earnings—the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nAll those topics and more should come up on the earningsconference callscheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of theS&P 500andDow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879988411,"gmtCreate":1636676711042,"gmtModify":1636676711347,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879988411","repostId":"2182606257","repostType":2,"repost":{"id":"2182606257","kind":"news","pubTimestamp":1636666860,"share":"https://www.laohu8.com/m/news/2182606257?lang=&edition=full","pubTime":"2021-11-12 05:41","market":"fut","language":"zh","title":"外媒头条：市值突破千亿！Rivian上市次日再度飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=2182606257","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院I","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、为什么经济学家低估了美国通胀的爆发力和耐力？</b>\n</blockquote>\n<blockquote>\n <b>2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最</b>\n</blockquote>\n<blockquote>\n <b>3、又一波新冠疫情来袭 美国中西部医院ICU人满为患</b>\n</blockquote>\n<blockquote>\n <b>4、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越<a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>\n</blockquote>\n<blockquote>\n <b>5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价创18个月最大跌幅 因流媒体服务业务放缓</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5dbc3fa747a5e8746ac0c3f61f34757e\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>为什么经济学家低估了美国通胀的爆发力和耐力？</b></p>\n<p>卷土重来的疫情、脆弱的全球供应网络和刺激政策充实的消费者荷包，共同推动美国物价涨幅远超华尔街和决策者的预期。经济学家也明白了该谦虚的时候要谦虚。</p>\n<p>本周三发布的最新通胀数据显示，10月份消费物价同比上涨6.2%，高于所有预测。以前的物价上涨更多因为经济重新开放，而10月的数据却显示了广泛的通胀压力。</p>\n<p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>首席美国经济学家Matthew Luzzetti说，过去一年，预测通胀“非常具有挑战性，”未来也依然很难。“现在这个时候，谁都别以为自己已经考虑了足够的价格压力，通胀前景的风险仍然偏向上行。”</p>\n<p>自年初以来，经济学家被迫提高了对消费价格涨幅的预测。曾经，通胀被视为某种幻觉，是所谓的基期效应扭曲了数字。但结果证明，这是个更加长期的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/0de9807e60befbc92e727c2b27cd2f47\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美债市场遍布地雷 凶险程度达到疫情爆发以来之最</b></p>\n<p>美国国债市场过去一个月已成为雷区。</p>\n<p>随着全球债券交易员努力迫使央行出手应对高通胀，债市异常的震荡让他们自己也损失不小。由此仿佛陷入一个恶性循环，不愿入市令债市流动性减少，价格更易大幅波动，这进而又阻止了人们入市的脚步。</p>\n<p>美国政府证券流动性指数显示，美国国债目前的交易状况为2020年3月以来最糟。该指数衡量收益率偏离公允价值模型的程度。至于预期波动率，跟踪美国国债的ICE<a href=\"https://laohu8.com/S/BAC\">美国银行</a>MOVE指数目前接近2020年4月以来最高水平。</p>\n<p>美联储11月3日宣布计划每月减少购买800亿美元美国国债，目标是到明年年中结束购债行动。主席鲍威尔重申该减码时间表对于加息时间没有指示意义，必要情况下联储会果断对“通胀”采取行动。周三美国公布的10月CPI涨幅超过预期，美债市场遭遇2月以来最大抛盘。</p>\n<p><img src=\"https://static.tigerbbs.com/17bb143298d36f6743808a411697ad14\" tg-width=\"550\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>又一波新冠疫情来袭 美国中西部医院ICU人满为患</b></p>\n<p>美国部分地区的医院已经开始看到新冠疫情秋季浪潮的影响，这个最新迹象表明，即使是在疫苗接种率相对较高的地区，医疗系统仍然面临来自新冠病毒的巨大压力。</p>\n<p>在12个州，Covid-19患者使用的重症监护床位比两周前有所攀升，这些州大多数位于南起亚利桑那州和新墨西哥州，北至明尼苏达州，跨越北美大平原的连续地带上。在西部几个州，许多医生和护士还没有从上一轮感染高峰中缓过气来。</p>\n<p>“我们已经满负荷运转，（直到几天前）都无法让病人转院，” 科罗拉多州偏远的Moffat县农村地区医院Memorial Hospital的手术副总裁Jennifer Riley说。“很难相信疫情已经持续了这么久。”该医院有大约25张床位。</p>\n<p>美国未来数月面临着不确定性，随着传统的冬季病毒传染高峰期来临，德尔塔变异毒株仍在全国范围内蔓延。美国许多地区也经历了异常温暖的秋季，尚未看到当寒冷的天气促使人们更多呆在室内、病毒更容易传播时会发生什么状况。</p>\n<p><img src=\"https://static.tigerbbs.com/1558ffa4bade529e0653078064a84267\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车</b></p>\n<p>电动汽车初创公司Rivian股价周四继续攀升，在上市一天后再度大涨约23%。</p>\n<p>这家<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特支持的公司的市值已经超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>和通用汽车，目前超过1000亿美元。不过这仍然远远落后于特斯拉逾1万亿美元的市值。</p>\n<p>截至发稿，通用汽车的市值为888亿美元，而福特的市值为776亿美元。</p>\n<p>Rivian当前的市值意味着亚马逊在该公司20%的股份现价值约210亿美元，而福特持有的12%股份价值超过120亿美元。</p>\n<p>鉴于Rivian还没有成熟的商业模式，并预计三季度营收最高仅为100万美元，因此该股两日的涨幅尤其惊人。该公司在招股说明书中表示，预计当季亏损将高达12.8亿美元。</p>\n<p>Rivian凭借全电动皮卡在市场上击败了竞争对手，但尚未大规模生产其车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/703c35767cc066ea313d043ed964d5ae\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨</b></p>\n<p>曼哈顿的公寓租金正在以创纪录速度上涨，因为准备重返办公室的人们纷纷在曼哈顿寻找条件更好的住所。</p>\n<p>评估公司Miller Samuel Inc．和中介公司Douglas Elliman Real Estate在周四的一份报告中表示，10月份租金中位数达到3382美元，同比上涨18%。这是10年前有数据以来最大同比涨幅；不过，租金中位数绝对值仍低于2019年10月的3409美元。</p>\n<p>Miller Samuel总裁Jonathan Miller说，那些无缘在郊区购房的公寓租户发现，他们可以转而在市内租下更好的房子。还有人则在办公室附近找到房子，为最终不得不回办公室上班做准备。</p>\n<p>“越来越多的人理解了自己想要住的地方和雇主希望他们工作的地方之间的关系，”Miller说。</p>\n<p><img src=\"https://static.tigerbbs.com/4a8b70e558184105f6ced2b1ee484691\" tg-width=\"533\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓</b></p>\n<p>迪士尼股价创疫情爆发以来最大跌幅，之前该公司报告流媒体用户增长低于预期，引发投资者对连续两年火爆之后增长放缓的担忧。</p>\n<p>迪士尼股价周四早盘一度下跌9.2%，为2020年3月以来最大盘中跌幅。此番下跌导致该公司市值低于竞争对手Netflix&nbsp;Inc．。流媒体的不足只是该公司各业务部门当季普遍令人失望的缩影。</p>\n<p>该公司周三公告称，Disney+在第四财季新增210万用户，其用户总数达到1.181亿。接受彭博调查的分析师预测为1.196亿。这是该服务两年前推出以来的最小季度增幅。</p>\n<p>迪士尼已将这个家庭流媒体产品作为未来几年增长的重点，管理层重申了到2024年拥有2.6亿用户的目标。11月12日是月费8美元的Disney+上线两周年纪念日，该公司正在举行庆祝活动，在全公司范围内推出新电影和促销活动。</p>","source":"sina","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>外媒头条：市值突破千亿！Rivian上市次日再度飙升</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\n外媒头条：市值突破千亿！Rivian上市次日再度飙升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 05:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院ICU人满为患\n\n\n4、“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n\n\n5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n\n\n6、迪士尼股价创18个月最大跌幅...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d8ba54faa1a9d08aed79d6e8240d1f","relate_stocks":{".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2182606257","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院ICU人满为患\n\n\n4、“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n\n\n5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n\n\n6、迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓\n\n\n为什么经济学家低估了美国通胀的爆发力和耐力？\n卷土重来的疫情、脆弱的全球供应网络和刺激政策充实的消费者荷包，共同推动美国物价涨幅远超华尔街和决策者的预期。经济学家也明白了该谦虚的时候要谦虚。\n本周三发布的最新通胀数据显示，10月份消费物价同比上涨6.2%，高于所有预测。以前的物价上涨更多因为经济重新开放，而10月的数据却显示了广泛的通胀压力。\n德意志银行首席美国经济学家Matthew Luzzetti说，过去一年，预测通胀“非常具有挑战性，”未来也依然很难。“现在这个时候，谁都别以为自己已经考虑了足够的价格压力，通胀前景的风险仍然偏向上行。”\n自年初以来，经济学家被迫提高了对消费价格涨幅的预测。曾经，通胀被视为某种幻觉，是所谓的基期效应扭曲了数字。但结果证明，这是个更加长期的问题。\n\n美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n美国国债市场过去一个月已成为雷区。\n随着全球债券交易员努力迫使央行出手应对高通胀，债市异常的震荡让他们自己也损失不小。由此仿佛陷入一个恶性循环，不愿入市令债市流动性减少，价格更易大幅波动，这进而又阻止了人们入市的脚步。\n美国政府证券流动性指数显示，美国国债目前的交易状况为2020年3月以来最糟。该指数衡量收益率偏离公允价值模型的程度。至于预期波动率，跟踪美国国债的ICE美国银行MOVE指数目前接近2020年4月以来最高水平。\n美联储11月3日宣布计划每月减少购买800亿美元美国国债，目标是到明年年中结束购债行动。主席鲍威尔重申该减码时间表对于加息时间没有指示意义，必要情况下联储会果断对“通胀”采取行动。周三美国公布的10月CPI涨幅超过预期，美债市场遭遇2月以来最大抛盘。\n\n又一波新冠疫情来袭 美国中西部医院ICU人满为患\n美国部分地区的医院已经开始看到新冠疫情秋季浪潮的影响，这个最新迹象表明，即使是在疫苗接种率相对较高的地区，医疗系统仍然面临来自新冠病毒的巨大压力。\n在12个州，Covid-19患者使用的重症监护床位比两周前有所攀升，这些州大多数位于南起亚利桑那州和新墨西哥州，北至明尼苏达州，跨越北美大平原的连续地带上。在西部几个州，许多医生和护士还没有从上一轮感染高峰中缓过气来。\n“我们已经满负荷运转，（直到几天前）都无法让病人转院，” 科罗拉多州偏远的Moffat县农村地区医院Memorial Hospital的手术副总裁Jennifer Riley说。“很难相信疫情已经持续了这么久。”该医院有大约25张床位。\n美国未来数月面临着不确定性，随着传统的冬季病毒传染高峰期来临，德尔塔变异毒株仍在全国范围内蔓延。美国许多地区也经历了异常温暖的秋季，尚未看到当寒冷的天气促使人们更多呆在室内、病毒更容易传播时会发生什么状况。\n\n“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n电动汽车初创公司Rivian股价周四继续攀升，在上市一天后再度大涨约23%。\n这家亚马逊和福特支持的公司的市值已经超过福特汽车和通用汽车，目前超过1000亿美元。不过这仍然远远落后于特斯拉逾1万亿美元的市值。\n截至发稿，通用汽车的市值为888亿美元，而福特的市值为776亿美元。\nRivian当前的市值意味着亚马逊在该公司20%的股份现价值约210亿美元，而福特持有的12%股份价值超过120亿美元。\n鉴于Rivian还没有成熟的商业模式，并预计三季度营收最高仅为100万美元，因此该股两日的涨幅尤其惊人。该公司在招股说明书中表示，预计当季亏损将高达12.8亿美元。\nRivian凭借全电动皮卡在市场上击败了竞争对手，但尚未大规模生产其车辆。\n\n改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n曼哈顿的公寓租金正在以创纪录速度上涨，因为准备重返办公室的人们纷纷在曼哈顿寻找条件更好的住所。\n评估公司Miller Samuel Inc．和中介公司Douglas Elliman Real Estate在周四的一份报告中表示，10月份租金中位数达到3382美元，同比上涨18%。这是10年前有数据以来最大同比涨幅；不过，租金中位数绝对值仍低于2019年10月的3409美元。\nMiller Samuel总裁Jonathan Miller说，那些无缘在郊区购房的公寓租户发现，他们可以转而在市内租下更好的房子。还有人则在办公室附近找到房子，为最终不得不回办公室上班做准备。\n“越来越多的人理解了自己想要住的地方和雇主希望他们工作的地方之间的关系，”Miller说。\n\n迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓\n迪士尼股价创疫情爆发以来最大跌幅，之前该公司报告流媒体用户增长低于预期，引发投资者对连续两年火爆之后增长放缓的担忧。\n迪士尼股价周四早盘一度下跌9.2%，为2020年3月以来最大盘中跌幅。此番下跌导致该公司市值低于竞争对手Netflix Inc．。流媒体的不足只是该公司各业务部门当季普遍令人失望的缩影。\n该公司周三公告称，Disney+在第四财季新增210万用户，其用户总数达到1.181亿。接受彭博调查的分析师预测为1.196亿。这是该服务两年前推出以来的最小季度增幅。\n迪士尼已将这个家庭流媒体产品作为未来几年增长的重点，管理层重申了到2024年拥有2.6亿用户的目标。11月12日是月费8美元的Disney+上线两周年纪念日，该公司正在举行庆祝活动，在全公司范围内推出新电影和促销活动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170181431,"gmtCreate":1626412355423,"gmtModify":1633926965166,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Pls like and comment. Thanks","listText":"Pls like and comment. Thanks","text":"Pls like and comment. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170181431","repostId":"1143141411","repostType":4,"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158057017,"gmtCreate":1625115982239,"gmtModify":1633944599833,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158057017","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohu8.com/m/news/1178516480?lang=&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p>\n<p>In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p>\n<p>All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p>\n<p>“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p>\n<p>For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p>\n<p>This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p>\n<p>“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p>\n<p>“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p>\n<p>“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p>\n<p>(Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p>\n<p><img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p>\n<p>The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p>\n<p>The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p>\n<p>Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p>\n<p>Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p>\n<p>Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p>\n<p>Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p>\n<p>Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124508985,"gmtCreate":1624770242547,"gmtModify":1633948795298,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Please like and comment thanks","listText":"Please like and comment thanks","text":"Please like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124508985","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","kind":"highlight","pubTimestamp":1624755315,"share":"https://www.laohu8.com/m/news/2146090006?lang=&edition=full","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</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>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</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\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMY":"施贵宝","MA":"万事达","TEVA":"梯瓦制药","BRK.A":"伯克希尔","AMZN":"亚马逊","BAC":"美国银行","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174570092,"gmtCreate":1627116938216,"gmtModify":1633767812927,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174570092","repostId":"2153980423","repostType":4,"repost":{"id":"2153980423","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627081209,"share":"https://www.laohu8.com/m/news/2153980423?lang=&edition=full","pubTime":"2021-07-24 07:00","market":"us","language":"en","title":"Wall Street surges to all-time closing high on earnings, economic revival","url":"https://stock-news.laohu8.com/highlight/detail?id=2153980423","media":"Reuters","summary":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media","content":"<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&amp;P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&amp;P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but energy&nbsp;closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&amp;P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>&nbsp;advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</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>Wall Street surges to all-time closing high on earnings, economic revival</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\">\nWall Street surges to all-time closing high on earnings, economic revival\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-24 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* All 3 major indexes post weekly gains</p>\n<p>* Dow closes above 35,000 for first time ever</p>\n<p>* Social media stocks rally after upbeat results</p>\n<p>* Intel sales forecast implies rocky second half</p>\n<p>* Indexes up: Dow 0.68%, S&amp;P 1.01%, Nasdaq 1.04%</p>\n<p>Wall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.</p>\n<p>The Dow closed above 35,000 for the first time ever.</p>\n<p>\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.</p>\n<p>Growth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.</p>\n<p>\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"</p>\n<p>Market participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.</p>\n<p>The Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.</p>\n<p>The Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&amp;P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but energy&nbsp;closed green, with communications services enjoying the largest gain, rising 2.7%.</p>\n<p>Second-quarter reporting season is in full swing, with 120 of the companies in the S&amp;P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.</p>\n<p>\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"</p>\n<p>Analysts now expect aggregate year-on-year S&amp;P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.</p>\n<p>Chipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.</p>\n<p>Moderna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.</p>\n<p>American <a href=\"https://laohu8.com/S/EXPR\">Express</a> Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.</p>\n<p>Social media firms <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc and <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>&nbsp;advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.</p>\n<p>Those results bode well for <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.</p>\n<p>Other high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.</p>\n<p>Industrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.</p>\n<p>Volume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXPR":"Express, Inc.",".DJI":"道琼斯","SNAP":"Snap Inc","TWTR":"Twitter",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153980423","content_text":"* All 3 major indexes post weekly gains\n* Dow closes above 35,000 for first time ever\n* Social media stocks rally after upbeat results\n* Intel sales forecast implies rocky second half\n* Indexes up: Dow 0.68%, S&P 1.01%, Nasdaq 1.04%\nWall Street gained ground for the fourth straight session on Friday, extending a rally that pushed all three major U.S. stock indexes to record closing highs as upbeat earnings and signs of economic revival fueled investor risk appetite.\nThe Dow closed above 35,000 for the first time ever.\n\"We see a continuation of the last couple days. It's roller coaster in reverse. We did the drop first, and we’ve been climbing back to the top ever since,\" said Chris Zaccarelli, chief investment officer at Independent Advisor Alliance in Charlotte, North Carolina.\nGrowth and value stocks seesawed for much of the week as market participants weighed spiking infections of the COVID-19 Delta variant against strong corporate results and signs of economic revival.\n\"There’s push and pull, there’s clearly conflict in the market,\" Zaccarelli added. \"There’s a strong difference of opinion as to whether the future’s bright or whether there are clouds on the horizon.\"\nMarket participants now look toward next week with the Federal Reserve's two-day monetary policy meeting and a series of high-profile earnings.\nThe Fed's statement will be parsed for clues regarding the timeframe for tightening its accommodative policies, although Chairman Jerome Powell has repeatedly said the economy still needs the central bank's full support.\nThe Dow Jones Industrial Average rose 238.2 points, or 0.68%, to 35,061.55, the S&P 500 gained 44.31 points, or 1.01%, to 4,411.79 and the Nasdaq Composite added 152.39 points, or 1.04%, to 14,836.99.\nOf the 11 major sectors in the S&P 500, all but energy closed green, with communications services enjoying the largest gain, rising 2.7%.\nSecond-quarter reporting season is in full swing, with 120 of the companies in the S&P 500 having reported. Of those, 88% have beaten consensus, according to Refinitiv.\n\"We’re seeing companies, on average, beat on the top and on the bottom line,\" Zaccarelli said. \"We’re seeing the resilience of the consumer and that’s been the story of the earnings season so far.\"\nAnalysts now expect aggregate year-on-year S&P 500 earnings growth of 78.1% for the April to June period, a sizeable increase from the 54% annual growth seen at the beginning of the quarter.\nChipmaker Intel Corp said late Thursday that it still faces supply constraints and provided disappointing guidance. Its stock fell 5.3%.\nModerna Inc jumped 7.8% after the European Union approved its COVID-19 vaccine for 12- to 17-year-olds.\nAmerican Express Co gained 1.3% after posting second-quarter profit that handily beat expectations on the strength of a global recovery in consumer spending.\nSocial media firms Twitter Inc and Snap Inc advanced 3.0% and 23.8%, respectively, on the back of their upbeat results.\nThose results bode well for Facebook Inc, which is due to post second-quarter results next week. Its stock surged 5.3%.\nOther high-profile earnings expected next week include Tesla Inc, Apple Inc, Alphabet Inc, Microsoft Corp and Amazon.com.\nIndustrials Lockheed Martin Corp, Boeing Co, Ford Motor Co, General Dynamics Corp, 3M Co Caterpillar Inc, Chevron Corp and Exxon Mobil Corp, along with a host of healthcare, consumer goods and others, are also on deck.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.59-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored advancers.\nThe S&P 500 posted 82 new 52-week highs and no new lows; the Nasdaq Composite recorded 81 new highs and 136 new lows.\nVolume on U.S. exchanges was 9.72 billion shares, compared with the 10.14 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157200890,"gmtCreate":1625582070210,"gmtModify":1633939377911,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Pls like. Thank you","listText":"Pls like. Thank you","text":"Pls like. Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157200890","repostId":"2149368191","repostType":4,"repost":{"id":"2149368191","kind":"news","pubTimestamp":1625580919,"share":"https://www.laohu8.com/m/news/2149368191?lang=&edition=full","pubTime":"2021-07-06 22:15","market":"us","language":"en","title":"Bank stocks have gotten slammed, but Goldman says it's a perfect time to buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2149368191","media":"Yahoo Finance","summary":"Bank stocks have taken a dive lately as investors assume a wait-and-see approach ahead of second quarter earnings from the space coming out soon. But the weakness may be the opportune time to strike on a select few bank names, according to Goldman Sachs.\"We continue to see further upside to the group, given:  the improving outlook for economic growth should result in both higher interest rate and loan growth optionality being priced into bank stocks; and  the June rotation out of value back into","content":"<p>Bank stocks have taken a dive lately as investors assume a wait-and-see approach ahead of second quarter earnings from the space coming out soon. But the weakness may be the opportune time to strike on a select few bank names, according to Goldman Sachs.</p>\n<p>\"We continue to see further upside to the group, given: (1) the improving outlook for economic growth should result in both higher interest rate and loan growth optionality being priced into bank stocks; and (2) the June rotation out of value back into growth brought bank valuations to a more manageable level,\" said Goldman Sachs bank analyst Richard Ramsden in a new research note Tuesday.</p>\n<p>Banks stocks are trading on a forward price to earnings multiple of 12.5x, per Ramsden's research, a greater relative discount to the S&amp;P 500 than historically. Ramsden estimates that bank stocks have 34% average upside based on his bull case scenario for 2022 earnings.</p>\n<p>However, all bank stocks are not worth investors salivating over right now, Ramsden cautions.</p>\n<p>Ramsden is bullish on <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> and PNC into their respective second quarter earnings reports. For Morgan Stanley, Ramsden believes the market isn't properly valuing a strong capital markets backdrop and how the white-glove investment bank is benefiting. PNC is seen prospering from its recent acquisition of BBVA USA Bancshares.</p>\n<p class=\"t-img-caption\"><img src=\"https://s.yimg.com/os/creatr-images/2019-07/793a6b50-a6f9-11e9-9ef5-94e5d8c9d803\" tg-width=\"5818\" tg-height=\"3878\"><span>FILE - In this Feb. 8, 2019, file photo the logo for Citigroup appears above a trading post on the floor of the New York Stock Exchange. On Monday, July 15, 2019, $Citigroup Inc(C-N)$. reports financial results. (AP Photo/Richard Drew, File)ASSOCIATED PRESS</span></p>\n<p>The analyst is most bearish on Citigroup near-term, citing the prospects from weaker than expected revenue and higher than anticipated expenses.</p>\n<p>Goldman's call arrives as bank stocks have taken a pause in recent weeks as investors fret about the downtrending 10-year Treasury yield. Traders have also lacked a bullish catalyst in the wake of generally impressive capital return plans following the passing of the Fed stress tests.</p>\n<p>The Invesco KBW Bank ETF has shed 6.5% over the past month, compared to a 3% gain for the S&amp;P 500. Among the largest bulge bracket firms (Goldman Sachs, Morgan Stanley, J.P. Morgan, Citigroup, Wells Fargo), Citigroup shares have fared the worst in the sector's month long pullback — its stock is down 11.5%.</p>","source":"yahoofinance","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>Bank stocks have gotten slammed, but Goldman says it's a perfect time to buy</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\">\nBank stocks have gotten slammed, but Goldman says it's a perfect time to buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/bank-stocks-have-gotten-slammed-but-heres-why-goldman-says-its-a-perfect-time-to-buy-130519172.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bank stocks have taken a dive lately as investors assume a wait-and-see approach ahead of second quarter earnings from the space coming out soon. But the weakness may be the opportune time to strike ...</p>\n\n<a href=\"https://finance.yahoo.com/news/bank-stocks-have-gotten-slammed-but-heres-why-goldman-says-its-a-perfect-time-to-buy-130519172.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RF":"地区金融","MS":"摩根士丹利","GS":"高盛","PNC":"PNC金融","JPM":"摩根大通","SF":"Stifel Financial Corp","BAC":"美国银行","C":"花旗","WFC":"富国银行"},"source_url":"https://finance.yahoo.com/news/bank-stocks-have-gotten-slammed-but-heres-why-goldman-says-its-a-perfect-time-to-buy-130519172.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2149368191","content_text":"Bank stocks have taken a dive lately as investors assume a wait-and-see approach ahead of second quarter earnings from the space coming out soon. But the weakness may be the opportune time to strike on a select few bank names, according to Goldman Sachs.\n\"We continue to see further upside to the group, given: (1) the improving outlook for economic growth should result in both higher interest rate and loan growth optionality being priced into bank stocks; and (2) the June rotation out of value back into growth brought bank valuations to a more manageable level,\" said Goldman Sachs bank analyst Richard Ramsden in a new research note Tuesday.\nBanks stocks are trading on a forward price to earnings multiple of 12.5x, per Ramsden's research, a greater relative discount to the S&P 500 than historically. Ramsden estimates that bank stocks have 34% average upside based on his bull case scenario for 2022 earnings.\nHowever, all bank stocks are not worth investors salivating over right now, Ramsden cautions.\nRamsden is bullish on Morgan Stanley and PNC into their respective second quarter earnings reports. For Morgan Stanley, Ramsden believes the market isn't properly valuing a strong capital markets backdrop and how the white-glove investment bank is benefiting. PNC is seen prospering from its recent acquisition of BBVA USA Bancshares.\nFILE - In this Feb. 8, 2019, file photo the logo for Citigroup appears above a trading post on the floor of the New York Stock Exchange. On Monday, July 15, 2019, $Citigroup Inc(C-N)$. reports financial results. (AP Photo/Richard Drew, File)ASSOCIATED PRESS\nThe analyst is most bearish on Citigroup near-term, citing the prospects from weaker than expected revenue and higher than anticipated expenses.\nGoldman's call arrives as bank stocks have taken a pause in recent weeks as investors fret about the downtrending 10-year Treasury yield. Traders have also lacked a bullish catalyst in the wake of generally impressive capital return plans following the passing of the Fed stress tests.\nThe Invesco KBW Bank ETF has shed 6.5% over the past month, compared to a 3% gain for the S&P 500. Among the largest bulge bracket firms (Goldman Sachs, Morgan Stanley, J.P. Morgan, Citigroup, Wells Fargo), Citigroup shares have fared the worst in the sector's month long pullback — its stock is down 11.5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187934205,"gmtCreate":1623734046807,"gmtModify":1634029363902,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Please like and comment thanks","listText":"Please like and comment thanks","text":"Please like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/187934205","repostId":"1109511555","repostType":4,"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146594544,"gmtCreate":1626088918888,"gmtModify":1633930282034,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/146594544","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146800050,"gmtCreate":1626062954870,"gmtModify":1633930495865,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146800050","repostId":"1114863871","repostType":4,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157206574,"gmtCreate":1625582213498,"gmtModify":1633939373777,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157206574","repostId":"1122020537","repostType":4,"repost":{"id":"1122020537","kind":"news","pubTimestamp":1625577706,"share":"https://www.laohu8.com/m/news/1122020537?lang=&edition=full","pubTime":"2021-07-06 21:21","market":"us","language":"en","title":"GM posts 5.2% gain in China vehicle sales in Q2, driven by luxury brands","url":"https://stock-news.laohu8.com/highlight/detail?id=1122020537","media":"seekingalpha","summary":"General Motors(NYSE:GM)and its joint ventures delivered more than 750K vehicles in China in Q2, up 5","content":"<ul>\n <li>General Motors(NYSE:GM)and its joint ventures&nbsp;delivered&nbsp;more than 750K vehicles in China in Q2, up 5.2% Y/Y, with growth driven by luxury and premium vehicles, midsize/large SUVs and MPVs, including Cadillac CT5 and XT6, and Buick LaCrosse, Enclave, and GL8 family.</li>\n <li>Wuling sales increased 28% to more than 346K units, with the Hong Guang Mini EV hitting record quarterly deliveries of 85K units.</li>\n <li>GM stock edges&nbsp;down 0.1%&nbsp;in premarket trading.</li>\n <li>GM alsoopenedits Advanced Design Center in Shanghai, following an expansion initiative that doubled its design capacity and is expected to enhance GM's batter-electric vehicle development, TipRanks reports.</li>\n <li>Last week, GM's U.S. Q2 sales rose 40% Y/Y to 688,236 vehicles,with Buick sales rising 86%.</li>\n</ul>","source":"seekingalpha","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>GM posts 5.2% gain in China vehicle sales in Q2, driven by luxury brands</title>\n<style 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}\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\">\nGM posts 5.2% gain in China vehicle sales in Q2, driven by luxury brands\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 21:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3712900-gm-posts-52-gain-in-china-vehicle-sales-in-q2-driven-by-luxury-brands><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>General Motors(NYSE:GM)and its joint ventures delivered more than 750K vehicles in China in Q2, up 5.2% Y/Y, with growth driven by luxury and premium vehicles, midsize/large SUVs and MPVs, including ...</p>\n\n<a href=\"https://seekingalpha.com/news/3712900-gm-posts-52-gain-in-china-vehicle-sales-in-q2-driven-by-luxury-brands\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车"},"source_url":"https://seekingalpha.com/news/3712900-gm-posts-52-gain-in-china-vehicle-sales-in-q2-driven-by-luxury-brands","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1122020537","content_text":"General Motors(NYSE:GM)and its joint ventures delivered more than 750K vehicles in China in Q2, up 5.2% Y/Y, with growth driven by luxury and premium vehicles, midsize/large SUVs and MPVs, including Cadillac CT5 and XT6, and Buick LaCrosse, Enclave, and GL8 family.\nWuling sales increased 28% to more than 346K units, with the Hong Guang Mini EV hitting record quarterly deliveries of 85K units.\nGM stock edges down 0.1% in premarket trading.\nGM alsoopenedits Advanced Design Center in Shanghai, following an expansion initiative that doubled its design capacity and is expected to enhance GM's batter-electric vehicle development, TipRanks reports.\nLast week, GM's U.S. Q2 sales rose 40% Y/Y to 688,236 vehicles,with Buick sales rising 86%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847884630,"gmtCreate":1636506681456,"gmtModify":1636506681592,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>pls like and comment","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>pls like and comment","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$pls like and comment","images":[{"img":"https://static.tigerbbs.com/3d4335c1b00228e2f66ae64fc225122e","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847884630","isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":146806587,"gmtCreate":1626063389849,"gmtModify":1633930492089,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"OMG","listText":"OMG","text":"OMG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146806587","repostId":"1105201166","repostType":4,"repost":{"id":"1105201166","kind":"news","pubTimestamp":1626061181,"share":"https://www.laohu8.com/m/news/1105201166?lang=&edition=full","pubTime":"2021-07-12 11:39","market":"sg","language":"en","title":"Singapore’s Distressed Hyflux Faces Court Hearing on Liquidation","url":"https://stock-news.laohu8.com/highlight/detail?id=1105201166","media":"Bloomberg","summary":"(Bloomberg) -- Hyflux Ltd.’s judicial manager will bring a plan to liquidate the Singapore company b","content":"<p>(Bloomberg) -- Hyflux Ltd.’s judicial manager will bring a plan to liquidate the Singapore company before a court on Monday, following a years-long saga in one of the city-state’s most high-profile distressed cases.</p>\n<p>The hearing comes after the court-appointed manager in charge of the water treatment company since November applied last month to wind up the firm. Judicial manager Borrelli Walsh Ltd. said in a statement in June that “the remaining value” of the Hyflux Group is best realized in a liquidation.</p>\n<p>The decision may cap a drawn-out saga around the company, which has left retail investors and creditors holding losses. Hyflux began a court-supervised debt restructuring process in May 2018 and faced about S$2.8 billion ($2.1 billion) of investor claims. It received multiple offers from several bidders along the way, none of which concluded.</p>\n<p>One of its suitors, United Arab Emirates-based Utico FZC which has been pursuing the company since 2019, said it will argue against the winding-up plan in the hearing on Monday. Hyflux said last month the judicial manager terminated discussions with Utico as it was unable to meet the conditions required.</p>\n<p>The piecemeal sale of Hyflux’s assets has already started, with the company announcing last week that Keppel Infrastructure Trust will acquire from it the remaining 30% stake in a desalination plant for S$12 million. Bloomberg News had reported in June that sales in the liquidation process would likely bring in less than S$200 million, a fraction of the amount creditors are claiming.</p>","source":"lsy1584095487587","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>Singapore’s Distressed Hyflux Faces Court Hearing on Liquidation</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\">\nSingapore’s Distressed Hyflux Faces Court Hearing on Liquidation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/singapore-distressed-hyflux-faces-court-024743722.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Hyflux Ltd.’s judicial manager will bring a plan to liquidate the Singapore company before a court on Monday, following a years-long saga in one of the city-state’s most high-profile ...</p>\n\n<a href=\"https://finance.yahoo.com/news/singapore-distressed-hyflux-faces-court-024743722.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600.SI":"凯发"},"source_url":"https://finance.yahoo.com/news/singapore-distressed-hyflux-faces-court-024743722.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105201166","content_text":"(Bloomberg) -- Hyflux Ltd.’s judicial manager will bring a plan to liquidate the Singapore company before a court on Monday, following a years-long saga in one of the city-state’s most high-profile distressed cases.\nThe hearing comes after the court-appointed manager in charge of the water treatment company since November applied last month to wind up the firm. Judicial manager Borrelli Walsh Ltd. said in a statement in June that “the remaining value” of the Hyflux Group is best realized in a liquidation.\nThe decision may cap a drawn-out saga around the company, which has left retail investors and creditors holding losses. Hyflux began a court-supervised debt restructuring process in May 2018 and faced about S$2.8 billion ($2.1 billion) of investor claims. It received multiple offers from several bidders along the way, none of which concluded.\nOne of its suitors, United Arab Emirates-based Utico FZC which has been pursuing the company since 2019, said it will argue against the winding-up plan in the hearing on Monday. Hyflux said last month the judicial manager terminated discussions with Utico as it was unable to meet the conditions required.\nThe piecemeal sale of Hyflux’s assets has already started, with the company announcing last week that Keppel Infrastructure Trust will acquire from it the remaining 30% stake in a desalination plant for S$12 million. Bloomberg News had reported in June that sales in the liquidation process would likely bring in less than S$200 million, a fraction of the amount creditors are claiming.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603639701,"gmtCreate":1638404078431,"gmtModify":1638404078657,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603639701","repostId":"2188567864","repostType":2,"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857722244,"gmtCreate":1635562359720,"gmtModify":1635562359720,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U10.SI\">$UOB-KAY HIAN HOLDINGS LIMITED(U10.SI)$</a>good？","listText":"<a href=\"https://laohu8.com/S/U10.SI\">$UOB-KAY HIAN HOLDINGS LIMITED(U10.SI)$</a>good？","text":"$UOB-KAY HIAN HOLDINGS LIMITED(U10.SI)$good？","images":[{"img":"https://static.tigerbbs.com/6973b750ee80085b6c898f2bb233a327","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857722244","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851384037,"gmtCreate":1634870529224,"gmtModify":1634870535387,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>[微笑]&nbsp;","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$[微笑]","images":[{"img":"https://static.tigerbbs.com/993deb17151fdd35734d96d3c31e33c4","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851384037","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":174570106,"gmtCreate":1627116961205,"gmtModify":1633767812557,"author":{"id":"3582016180327668","authorId":"3582016180327668","name":"28901ae9","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582016180327668","authorIdStr":"3582016180327668"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174570106","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV 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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}