+关注
Markchiow
暂无个人介绍
IP属地:未知
612
关注
21
粉丝
1
主题
0
勋章
主贴
热门
Markchiow
2021-11-17
today favoured
Markchiow
2021-11-16
$PayPal(PYPL)$
Sudden done
Markchiow
2021-11-15
$PayPal(PYPL)$
Up up up
Markchiow
2021-11-13
$PayPal(PYPL)$
sell high but buy Low n hold
Markchiow
2021-11-02
$Tiger Brokers(TIGR)$
6.92
Markchiow
2021-05-06
$BlackBerry(BB)$
Buy a bit lower at this time
Markchiow
2021-04-28
$BlackBerry(BB)$
Q there and suddenly fill
Markchiow
2021-04-12
卡脖子还不如自己创造出来。。。
苹果的 M1 芯片可能只是英特尔“噩梦”的开始
Markchiow
2021-04-07
$BlackBerry(BB)$
Buy n hold.....😁
Markchiow
2021-04-06
苹果公司的造车已经计划很多年。。。应该是待机而来。。。是不是另一个像IPhone 一样的让人惊喜就很难说。。。
抱歉,原内容已删除
Markchiow
2021-04-06
$BlackBerry(BB)$
Buy some n hold
Markchiow
2021-03-27
$BlackBerry(BB)$
Buy at Low .....🤭....???
Markchiow
2021-02-26
$BlackBerry(BB)$
$16.10
Markchiow
2021-02-18
跌跌不休。。。看来也是该见底了[开心]
抱歉,原内容已删除
Markchiow
2021-02-09
Will affected the stock markets when rates go upalso the funds will sell off stock during that time
抱歉,原内容已删除
Markchiow
2021-02-09
其实有卖方就有买方。谁是那个买方就没披露。。。谁想接这个烂摊子。。。就等后续了🐯🐯🐯
AMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,...
Markchiow
2021-02-08
大象与灰鼠 你知道他的弱点。你就是胜利者🤔
抱歉,原内容已删除
Markchiow
2021-02-08
Will change the whole world like the iphone
抱歉,原内容已删除
Markchiow
2021-02-08
Better for the future if the COVID 19 will gone n businesses will improve
抱歉,原内容已删除
Markchiow
2021-02-07
🐯🐯🐯🐯虎虎生威。牛年大起
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3554814183854049","uuid":"3554814183854049","gmtCreate":1591720161269,"gmtModify":1604102927951,"name":"Markchiow","pinyin":"markchiow","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":21,"headSize":612,"tweetSize":42,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.24","exceedPercentage":"93.52%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.19%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":878955034,"gmtCreate":1637141645412,"gmtModify":1637141645567,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"today favoured ","listText":"today favoured ","text":"today favoured","images":[{"img":"https://static.tigerbbs.com/9db59c52758e650f987e8e04862b62e8","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878955034","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871052892,"gmtCreate":1637012482380,"gmtModify":1637012481228,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Sudden done","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Sudden done","text":"$PayPal(PYPL)$Sudden done","images":[{"img":"https://static.tigerbbs.com/24fae44276fb3924b917d68ceac69437","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871052892","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":873434157,"gmtCreate":1636973934056,"gmtModify":1636973934208,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Up up up","text":"$PayPal(PYPL)$Up up up","images":[{"img":"https://static.tigerbbs.com/4095d30fbd30a9595c0788a9351ad51a","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873434157","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879778441,"gmtCreate":1636782013299,"gmtModify":1636782013299,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>sell high but buy Low n hold ","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>sell high but buy Low n hold ","text":"$PayPal(PYPL)$sell high but buy Low n hold","images":[{"img":"https://static.tigerbbs.com/c4d4dc334b64bbe620253392ac9cf9fe","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879778441","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":843477007,"gmtCreate":1635855486032,"gmtModify":1635855486131,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>6.92","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>6.92","text":"$Tiger Brokers(TIGR)$6.92","images":[{"img":"https://static.tigerbbs.com/543880e71b5d9cd03379ec1f6fd62b28","width":"1125","height":"3409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843477007","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":102703965,"gmtCreate":1620245843257,"gmtModify":1634206758847,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy a bit lower at this time","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy a bit lower at this time","text":"$BlackBerry(BB)$Buy a bit lower at this time","images":[{"img":"https://static.tigerbbs.com/a5f289dca0f331940f3416ef1bb48986","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102703965","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":377493599,"gmtCreate":1619542391711,"gmtModify":1634211916831,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Q there and suddenly fill ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Q there and suddenly fill ","text":"$BlackBerry(BB)$Q there and suddenly fill","images":[{"img":"https://static.tigerbbs.com/2a9f4652a2a1c48383d9cfe27e124c25","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377493599","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":342226390,"gmtCreate":1618223793610,"gmtModify":1634294347614,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"卡脖子还不如自己创造出来。。。","listText":"卡脖子还不如自己创造出来。。。","text":"卡脖子还不如自己创造出来。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342226390","repostId":"2126063468","repostType":2,"repost":{"id":"2126063468","kind":"news","pubTimestamp":1618221373,"share":"https://www.laohu8.com/m/news/2126063468?lang=&edition=full","pubTime":"2021-04-12 17:56","market":"us","language":"zh","title":"苹果的 M1 芯片可能只是英特尔“噩梦”的开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2126063468","media":"36氪","summary":"配备 M1 芯片的 Macbook 提供了强大的性能和卓越的续航时间,而 M1 是基于英特尔不具备的芯片技术构建的。而英特尔的 ARM“梦魇”才刚刚开始。然而,M1 芯片提高了门槛,迫使所有其他公司加入竞争。预计三星也将发展 M1 的竞争对手。对于一家迅速追随苹果步伐的公司来说,为 Windows 10 笔记本电脑生产自己的 ARM 芯片也可能被提上日程。但高通尚未公布的 8cx 平台刚刚出现在基准测试中,却是最好的迹象,它表明 M1 是英特尔最无需担心的芯片。","content":"<html><body><article><p>编者按:本文来自微信公众号“InfoQ”(ID:infoqchina),<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p><p>作者 | Chris Smith</p><p>译者 | Sambodhi</p><p>策划 | 刘燕</p><p>去年,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>推出了首款电脑定制处理器:M1 芯片,类似于 iPhone 和 iPad 中的 A 系列处理器,只支持两款设备:2020 年底推出的 MacBook Air 和 MacBook Pro。但<a href=\"https://laohu8.com/S/INTC\">英特尔</a>仍然惶恐不安,为了让全世界相信,M1 MacBook 无法与运行在英特尔硬件上的 Windows 10 笔记本电脑相抗衡,它展开了一场声势浩大的广告宣传活动。</p><p>这场宣传活动有些考虑不周,因其失误招致了批评和嘲笑。配备 M1 芯片的 Macbook 提供了强大的性能和卓越的续航时间,而 M1 是基于英特尔不具备的芯片技术构建的。假如要说有什么区别的话,那就是这场宣传活动将更多的注意力引向了 ARM 处理器在笔记本和台式机领域的潜力。而英特尔的 ARM“梦魇”才刚刚开始。</p><p>在为电脑开发定制芯片的公司中,苹果是其中之一。数年前,<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司在为安卓智能手机和平台电脑设计的晓龙(Snapdragon)平台上提供了对笔记本电脑的支持。虽然它们的速度不如 M1 MacBooks,但是它们提供了出色的续航能力。通过推出定制的 8cx 平台,高通继续为 Windows 10 设备升级 ARM 芯片。<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了自己的 Surface 笔记本电脑,使用 ARM 芯片。英特尔从未与这些设备展开过竞争,因为它们的性能都无法超越搭载英特尔芯片的竞争对手。</p><p>然而,M1 芯片提高了门槛,迫使所有其他公司加入竞争。据传,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正在为 Pixel 手机开发自己的 SoC。Pixelbook 和其他硬件可以使用该芯片的变种。预计<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>也将发展 M1 的竞争对手。三星最新已经在 Exynos 产品线上进行了 2100 系列的升级,毫无疑问,它正在寻求对未来的安卓设备芯片的改进。此外,三星过去也曾推出过使用高通芯片的 Windows 硬件。对于一家迅速追随苹果步伐的公司来说,为 Windows 10 笔记本电脑生产自己的 ARM 芯片也可能被提上日程。</p><p>但高通尚未公布的 8cx 平台刚刚出现在基准测试中,却是最好的迹象,它表明 M1 是英特尔最无需担心的芯片。在 Geekbench 数据库中发现了一个高通参考设计(Qualcomm Reference Design,QRD)平台,被认为骁龙第 3 代 8cx SoC 的版本。成绩表明,性能比先前设计有显著提高。</p><p>骁龙 8cx 候选产品搭载了 8 个高性能核心,但只有 4 个在最高速度下工作。高通可以进一步调整最终产品的性能,但在单核测试中,现有参考设计比第 1 代 8cx 快 35%,比第 2 代 8cx 快 24%。M1 芯片在单核测试中的成绩比第 2 代 8cx 高出 74%,<a href=\"https://laohu8.com/S/AMD\">AMD</a> 和英特尔处理器也击败了高通的新设计。M1 的性能也超过了这些芯片。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210412175625167v235ad9haoycwr5\"/><p>泄露的高通骁龙第 3 代 8CX 平台与包括英特尔、AMD 和苹果在内的其他笔记本芯片之间的基准测试和规格比较。图片来源:Tom's Hardware</p><p>更为有趣的是,第 3 代候选者的多核性能几乎可以与英特尔第 11 代酷睿 i7 Tiger Lake 移动芯片相媲美。Tom's Hardware 整理了上面的对比,列出了各种芯片的性能和规格。Geekbench 分数并不能说明全部问题,实际性能可能会有所不同,但是高通有足够的时间来提高时钟速度,甚至在需要的时候提高热负荷。</p><p>即使今年无法与 M1 相提并论,但新的 8cx 可能会带来比以往更快的 Windows 10 体验。结合出色的电池续航能力,对于英特尔来说,ARM 上的 Windows 可能会变成比 M1 更大的问题。不要忘记,英特尔甚至无法与苹果和高通正在合作的芯片技术相匹敌。Tiger Lake 芯片是 10nm 芯片,而 M1 是基于 5nm 制程打造,与苹果 A14 Bionic 芯片一样。骁龙第 2 代 8cx 则是 7nm SoC。</p><p>所有这些都解释了为什么英特尔试图通过瞄准苹果的 M1,让 ARM 芯片看起来很糟糕。更多的设备制造商可能很快就会考虑高通等公司的 ARM 产品,用于他们的新设备上。微软将是其中一员,因为该公司将在未来继续升级 Surface Pro X。同时微软也在尝试改进 ARM 上的 Windows 体验。你可以理解英特尔为何如此恐慌。</p><p><strong>作者介绍:</strong></p><p>Chris Smith,科技写手,科技爱好者。</p><p>原文链接:</p><p>https://bgr.com/2021/03/24/intel-vs-arm-qualcomm-snapdragon-8cx-gen-3-benchmarks/</p></article></body></html>","source":"tencent","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>苹果的 M1 芯片可能只是英特尔“噩梦”的开始</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苹果的 M1 芯片可能只是英特尔“噩梦”的开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 17:56 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021041217562579ba0bb8&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按:本文来自微信公众号“InfoQ”(ID:infoqchina),36氪经授权发布。作者 | Chris Smith译者 | Sambodhi策划 | 刘燕去年,苹果推出了首款电脑定制处理器:M1 芯片,类似于 iPhone 和 iPad 中的 A 系列处理器,只支持两款设备:2020 年底推出的 MacBook Air 和 MacBook Pro。但英特尔仍然惶恐不安,为了让全世界相信,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021041217562579ba0bb8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","09086":"华夏纳指-U","INTC":"英特尔","03086":"华夏纳指","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021041217562579ba0bb8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2126063468","content_text":"编者按:本文来自微信公众号“InfoQ”(ID:infoqchina),36氪经授权发布。作者 | Chris Smith译者 | Sambodhi策划 | 刘燕去年,苹果推出了首款电脑定制处理器:M1 芯片,类似于 iPhone 和 iPad 中的 A 系列处理器,只支持两款设备:2020 年底推出的 MacBook Air 和 MacBook Pro。但英特尔仍然惶恐不安,为了让全世界相信,M1 MacBook 无法与运行在英特尔硬件上的 Windows 10 笔记本电脑相抗衡,它展开了一场声势浩大的广告宣传活动。这场宣传活动有些考虑不周,因其失误招致了批评和嘲笑。配备 M1 芯片的 Macbook 提供了强大的性能和卓越的续航时间,而 M1 是基于英特尔不具备的芯片技术构建的。假如要说有什么区别的话,那就是这场宣传活动将更多的注意力引向了 ARM 处理器在笔记本和台式机领域的潜力。而英特尔的 ARM“梦魇”才刚刚开始。在为电脑开发定制芯片的公司中,苹果是其中之一。数年前,高通公司在为安卓智能手机和平台电脑设计的晓龙(Snapdragon)平台上提供了对笔记本电脑的支持。虽然它们的速度不如 M1 MacBooks,但是它们提供了出色的续航能力。通过推出定制的 8cx 平台,高通继续为 Windows 10 设备升级 ARM 芯片。微软推出了自己的 Surface 笔记本电脑,使用 ARM 芯片。英特尔从未与这些设备展开过竞争,因为它们的性能都无法超越搭载英特尔芯片的竞争对手。然而,M1 芯片提高了门槛,迫使所有其他公司加入竞争。据传,谷歌正在为 Pixel 手机开发自己的 SoC。Pixelbook 和其他硬件可以使用该芯片的变种。预计三星也将发展 M1 的竞争对手。三星最新已经在 Exynos 产品线上进行了 2100 系列的升级,毫无疑问,它正在寻求对未来的安卓设备芯片的改进。此外,三星过去也曾推出过使用高通芯片的 Windows 硬件。对于一家迅速追随苹果步伐的公司来说,为 Windows 10 笔记本电脑生产自己的 ARM 芯片也可能被提上日程。但高通尚未公布的 8cx 平台刚刚出现在基准测试中,却是最好的迹象,它表明 M1 是英特尔最无需担心的芯片。在 Geekbench 数据库中发现了一个高通参考设计(Qualcomm Reference Design,QRD)平台,被认为骁龙第 3 代 8cx SoC 的版本。成绩表明,性能比先前设计有显著提高。骁龙 8cx 候选产品搭载了 8 个高性能核心,但只有 4 个在最高速度下工作。高通可以进一步调整最终产品的性能,但在单核测试中,现有参考设计比第 1 代 8cx 快 35%,比第 2 代 8cx 快 24%。M1 芯片在单核测试中的成绩比第 2 代 8cx 高出 74%,AMD 和英特尔处理器也击败了高通的新设计。M1 的性能也超过了这些芯片。泄露的高通骁龙第 3 代 8CX 平台与包括英特尔、AMD 和苹果在内的其他笔记本芯片之间的基准测试和规格比较。图片来源:Tom's Hardware更为有趣的是,第 3 代候选者的多核性能几乎可以与英特尔第 11 代酷睿 i7 Tiger Lake 移动芯片相媲美。Tom's Hardware 整理了上面的对比,列出了各种芯片的性能和规格。Geekbench 分数并不能说明全部问题,实际性能可能会有所不同,但是高通有足够的时间来提高时钟速度,甚至在需要的时候提高热负荷。即使今年无法与 M1 相提并论,但新的 8cx 可能会带来比以往更快的 Windows 10 体验。结合出色的电池续航能力,对于英特尔来说,ARM 上的 Windows 可能会变成比 M1 更大的问题。不要忘记,英特尔甚至无法与苹果和高通正在合作的芯片技术相匹敌。Tiger Lake 芯片是 10nm 芯片,而 M1 是基于 5nm 制程打造,与苹果 A14 Bionic 芯片一样。骁龙第 2 代 8cx 则是 7nm SoC。所有这些都解释了为什么英特尔试图通过瞄准苹果的 M1,让 ARM 芯片看起来很糟糕。更多的设备制造商可能很快就会考虑高通等公司的 ARM 产品,用于他们的新设备上。微软将是其中一员,因为该公司将在未来继续升级 Surface Pro X。同时微软也在尝试改进 ARM 上的 Windows 体验。你可以理解英特尔为何如此恐慌。作者介绍:Chris Smith,科技写手,科技爱好者。原文链接:https://bgr.com/2021/03/24/intel-vs-arm-qualcomm-snapdragon-8cx-gen-3-benchmarks/","news_type":1},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341808687,"gmtCreate":1617799815549,"gmtModify":1634296451983,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy n hold.....😁","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy n hold.....😁","text":"$BlackBerry(BB)$Buy n hold.....😁","images":[{"img":"https://static.tigerbbs.com/9a07f965f72a1720a8e265a21fe7b145","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341808687","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349746906,"gmtCreate":1617645259805,"gmtModify":1634297351808,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"苹果公司的造车已经计划很多年。。。应该是待机而来。。。是不是另一个像IPhone 一样的让人惊喜就很难说。。。","listText":"苹果公司的造车已经计划很多年。。。应该是待机而来。。。是不是另一个像IPhone 一样的让人惊喜就很难说。。。","text":"苹果公司的造车已经计划很多年。。。应该是待机而来。。。是不是另一个像IPhone 一样的让人惊喜就很难说。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349746906","repostId":"2125323761","repostType":2,"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349748088,"gmtCreate":1617644970244,"gmtModify":1634297352593,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy some n hold ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy some n hold ","text":"$BlackBerry(BB)$Buy some n hold","images":[{"img":"https://static.tigerbbs.com/38f1d2ea2255137aa381836a6a61f569","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349748088","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356222171,"gmtCreate":1616780762693,"gmtModify":1634524015357,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy at Low .....🤭....???","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy at Low .....🤭....???","text":"$BlackBerry(BB)$Buy at Low .....🤭....???","images":[{"img":"https://static.tigerbbs.com/40e41d2da37701fd0590d18301242b69","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356222171","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":368575454,"gmtCreate":1614343190478,"gmtModify":1703476642515,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>$16.10","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>$16.10","text":"$BlackBerry(BB)$$16.10","images":[{"img":"https://static.tigerbbs.com/497cb0cf6d43fb52df1f5a5a2f20afb9","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368575454","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":384667555,"gmtCreate":1613649083577,"gmtModify":1634552799240,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"跌跌不休。。。看来也是该见底了[开心] ","listText":"跌跌不休。。。看来也是该见底了[开心] ","text":"跌跌不休。。。看来也是该见底了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384667555","repostId":"384946499","repostType":1,"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383827827,"gmtCreate":1612866285769,"gmtModify":1703765999288,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time ","listText":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time ","text":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383827827","repostId":"1114166601","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383912605,"gmtCreate":1612829172907,"gmtModify":1703765530377,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"其实有卖方就有买方。谁是那个买方就没披露。。。谁想接这个烂摊子。。。就等后续了🐯🐯🐯","listText":"其实有卖方就有买方。谁是那个买方就没披露。。。谁想接这个烂摊子。。。就等后续了🐯🐯🐯","text":"其实有卖方就有买方。谁是那个买方就没披露。。。谁想接这个烂摊子。。。就等后续了🐯🐯🐯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383912605","repostId":"2109031187","repostType":2,"repost":{"id":"2109031187","kind":"news","pubTimestamp":1612797231,"share":"https://www.laohu8.com/m/news/2109031187?lang=&edition=full","pubTime":"2021-02-08 23:13","market":"hk","language":"zh","title":"AMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,...","url":"https://stock-news.laohu8.com/highlight/detail?id=2109031187","media":"新浪财经","summary":"AMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,其大股东万达集团进行了一次股份转换,可能为出售股份。","content":"<html><body><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,其大股东万达集团进行了一次股份转换,可能为出售股份。</body></html>","source":"sina_symbol","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>AMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,...</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\">\nAMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-08 23:13 北京时间 <a href=https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/7x24/2021-02-08/doc-ikftssap4878943.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,其大股东万达集团进行了一次股份转换,可能为出售股份。</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/7x24/2021-02-08/doc-ikftssap4878943.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/60ffa9c348f2ccdef831ec338d80994f","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/7x24/2021-02-08/doc-ikftssap4878943.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2109031187","content_text":"AMC院线跌幅扩大至超12%,AMC在上周五向美国SEC提交的文件中披露,其大股东万达集团进行了一次股份转换,可能为出售股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389709695,"gmtCreate":1612796936617,"gmtModify":1703765218594,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"大象与灰鼠 你知道他的弱点。你就是胜利者🤔","listText":"大象与灰鼠 你知道他的弱点。你就是胜利者🤔","text":"大象与灰鼠 你知道他的弱点。你就是胜利者🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389709695","repostId":"1112716556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389184397,"gmtCreate":1612734785719,"gmtModify":1703764449867,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Will change the whole world like the iphone","listText":"Will change the whole world like the iphone","text":"Will change the whole world like the iphone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389184397","repostId":"2109266477","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389185735,"gmtCreate":1612734674327,"gmtModify":1703764449522,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Better for the future if the COVID 19 will gone n businesses will improve","listText":"Better for the future if the COVID 19 will gone n businesses will improve","text":"Better for the future if the COVID 19 will gone n businesses will improve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389185735","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389368107,"gmtCreate":1612691568909,"gmtModify":1703764323018,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"🐯🐯🐯🐯虎虎生威。牛年大起","listText":"🐯🐯🐯🐯虎虎生威。牛年大起","text":"🐯🐯🐯🐯虎虎生威。牛年大起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389368107","repostId":"1112017427","repostType":2,"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":380523263,"gmtCreate":1612560014852,"gmtModify":1703763644215,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>can be see going strong in the coming week since before the result coming soon","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>can be see going strong in the coming week since before the result coming soon","text":"$BlackBerry(BB)$can be see going strong in the coming week since before the result coming soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380523263","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313397413,"gmtCreate":1611664258532,"gmtModify":1703752065260,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎🐅养精蓄锐了一阵子。应该又是生龙活虎。。。虎虎生威了。。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>老虎🐅养精蓄锐了一阵子。应该又是生龙活虎。。。虎虎生威了。。","text":"$Tiger Brokers(TIGR)$老虎🐅养精蓄锐了一阵子。应该又是生龙活虎。。。虎虎生威了。。","images":[{"img":"https://static.tigerbbs.com/716ca6f09b63b2fda185cc599140f1a6","width":"587","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/313397413","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":319453982,"gmtCreate":1611603005046,"gmtModify":1703751574145,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>没有调整一下 是没什么再踏进一大步。 看好你。前途无量……","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>没有调整一下 是没什么再踏进一大步。 看好你。前途无量……","text":"$Tiger Brokers(TIGR)$没有调整一下 是没什么再踏进一大步。 看好你。前途无量……","images":[{"img":"https://static.tigerbbs.com/7bba738dda3e1c4e2157a2f6c9524a27","width":"1242","height":"1036"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319453982","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368575454,"gmtCreate":1614343190478,"gmtModify":1703476642515,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>$16.10","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>$16.10","text":"$BlackBerry(BB)$$16.10","images":[{"img":"https://static.tigerbbs.com/497cb0cf6d43fb52df1f5a5a2f20afb9","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368575454","isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":380403943,"gmtCreate":1612569825082,"gmtModify":1703763698589,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>paper gain but no real profit","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>paper gain but no real profit","text":"$BlackBerry(BB)$paper gain but no real profit","images":[{"img":"https://static.tigerbbs.com/5d59aceeaba5ab3401f3c7ec954e64f1","width":"1125","height":"1332"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380403943","isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":873434157,"gmtCreate":1636973934056,"gmtModify":1636973934208,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Up up up","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>Up up up","text":"$PayPal(PYPL)$Up up up","images":[{"img":"https://static.tigerbbs.com/4095d30fbd30a9595c0788a9351ad51a","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873434157","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":341808687,"gmtCreate":1617799815549,"gmtModify":1634296451983,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy n hold.....😁","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy n hold.....😁","text":"$BlackBerry(BB)$Buy n hold.....😁","images":[{"img":"https://static.tigerbbs.com/9a07f965f72a1720a8e265a21fe7b145","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341808687","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":383827827,"gmtCreate":1612866285769,"gmtModify":1703765999288,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time ","listText":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time ","text":"Will affected the stock markets when rates go upalso the funds will sell off stock during that time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383827827","repostId":"1114166601","repostType":4,"repost":{"id":"1114166601","kind":"news","pubTimestamp":1612866163,"share":"https://www.laohu8.com/m/news/1114166601?lang=&edition=full","pubTime":"2021-02-09 18:22","market":"us","language":"en","title":"The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114166601","media":"Barrons","summary":"After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first t","content":"<p>After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.</p><p>The central concern is that once Treasury yields climb high enough investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark<b>,</b>Wall Street consensus is hard to find: Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.</p><p>Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.</p><p>Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.</p><p>But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.</p><p>Almost 70% of S&P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.</p><p>That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.</p><p>Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&P 500 is around 3%, the bank’s equity strategists wrote.</p><p>Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.</p><p>More important, a 3% return from the S&P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.</p><p>The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.</p><p>In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.</p><p>There is one way that rising rates are negatively affecting at least some stocks: Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.</p><p>Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.</p><p>Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.</p><p>So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.</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>The 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?</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\">\nThe 30-Year Treasury Hit 2%. When Will Yields Start Hurting the Stock Market?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-09 18:22 GMT+8 <a href=https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will ...</p>\n\n<a href=\"https://www.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3\">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.barrons.com/articles/the-30-year-treasury-just-hit-2-when-will-they-start-hurting-the-stock-market-51612804834?mod=hp_LEAD_1_B_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114166601","content_text":"After a long grind higher in long-term Treasury yields, the 30-year climbed above 2% for the first time since Covid-19 hit. That has investors asking when the broader trend of rising bond yields will hurt the stock market.The central concern is that once Treasury yields climb high enough investors will want to buy safe bonds instead of stocks or high-yield debt. But it isn’t clear when that will occur, and the 30-year bond carries extra risk of losses as yields keep rising. When it comes to the 10-year note, a more popular benchmark,Wall Street consensus is hard to find: Strategists’ forecasts say 10-year Treasury yields may need to rise only to 1.75%, or as high as 5%, to make them more attractive than those riskier alternatives.Yields on long-term Treasuries have been rising steadily since late August, and more quickly since Nov. 9, whenPfizerand BioNTech announced an effective Covid-19 vaccine. The 30-year yield was hovering near 2% Monday after breaching that level in morning trading—up from 1.6% before the vaccine. The benchmark 10-year yield has climbed as well, rising to 1.2% Monday from 0.8% before the vaccine.Long-term yields had retreated from their morning highs by Monday afternoon amid concerns about Covid-19 vaccine distribution and the pace of global economic reopening, with the 10-year yield off one basis points (hundredth of a percentage point) and the 30-year yield down three basis points.But the expectation remains for yields to keep climbing over coming weeks and months. And a key question is how high yields need to be to dent stock-market returns. Several Wall Street strategists have tackled that puzzle in recent notes.Almost 70% of S&P 500 companies pay a higher yield than the 10-year note, wrote a team led by equity strategist Savita Subramanianin a recent note. That proportion would fall to 40% if companies keep their payouts at current levels and the Treasury yield rises to 1.75% by the end of this year, they found.That could start undermining the attractiveness of stocks as an income play; today the overall dividend yield on the S&P 500 is 1.5%, higher than the 10-year Treasury payout. That has helped offset concerns about valuations that are higher than historical averages.Yet the picture looks far better for stocks from a total-return perspective. The implied long-term return of the S&P 500 is around 3%, the bank’s equity strategists wrote.Wall Street strategists don’t expect the 10-year note to be able to challenge that return soon. In a January outlook piece,Bank of America’sinterest-rate strategists predicted that 3% will be the benchmark yield’s peak during this expansion, implying yields won’t reach those levels until the Fed starts raising interest rates. And according to some of the bank’s valuation models, all else equal, stocks will look cheap compared to Treasuries until yields rise to 5%.More important, a 3% return from the S&P 500 will still outpace akey market gauge of inflation expectations over the next decade. That indicator, called the break-even inflation rate, has been driven higher by improving growth expectations as the U.S. recovers from the Covid-19 crisis. On Monday it hit 2.2%, the highest level since 2014.The 10-year Treasury yield, in contrast, remains below market inflation forecasts over that period, and is expected to stay that way through the end of this year at least. Even higher inflation-adjusted yields may not hurt stocks, wrote Credit Suisse strategist Jonathan Golub in a Feb. 8 note, as the boost stocks get from stronger economic growth should outweigh the bond market’s relative improvement in yield.In another positive for stocks, rising yields aren’t negatively affecting large-cap U.S. companies’ balance sheets. The effective yield on the ICE BofA Corporate Index, a gauge of current borrowing costs for high-rated companies, remains at just 1.9% for a maturity of nearly 12 years. And last year’s record-setting flood of fixed-rate borrowing means that companies won’t need to refinance their debt for years.There is one way that rising rates are negatively affecting at least some stocks: Investors are less willing to wait for profit growth,Goldman Sachsstrategists wrote in a Feb. 7 note. Stocks that are sensitive to economic growth and “value” stocks that underperformed during the pandemic have outperformed since the 10-year yield climbed above 1%, they found, because investors are discounting future cash flows at a higher rate. The Russell 2000 Value ETF (IWN) has climbed 14% so far this year.Goldman strategists wrote that a quick jump in Treasury yields would be dangerous for the stock market as a whole. But the bank estimated that real damage would require yields to rise 36 basis points in the span of a month. That looks unlikely, considering the fact that it took yields about three months to climb that far during the latest attention-grabbing move higher.Of course, the rise in yields will likely require some changes in the way that money managers who allocate cash across different markets make their decisions, strategists and investors say. Hedge fund D.E. Shaw recently found that long-term bonds should serve as a betterhedge against declines in the stock marketas yields rise.So bonds will likely become marginally more attractive in coming months. But it isn’t clear that such a shift will be enough to undermine stocks, especially as long-term bond returns are most at risk from rising yields. So while Treasuries could provide a better alternative to stocks some day, that process could take longer than investors might think.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":389709695,"gmtCreate":1612796936617,"gmtModify":1703765218594,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"大象与灰鼠 你知道他的弱点。你就是胜利者🤔","listText":"大象与灰鼠 你知道他的弱点。你就是胜利者🤔","text":"大象与灰鼠 你知道他的弱点。你就是胜利者🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389709695","repostId":"1112716556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306978973,"gmtCreate":1604266840692,"gmtModify":1703832290948,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"New month new hope","listText":"New month new hope","text":"New month new hope","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/306978973","repostId":"2079224796","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879778441,"gmtCreate":1636782013299,"gmtModify":1636782013299,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>sell high but buy Low n hold ","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>sell high but buy Low n hold ","text":"$PayPal(PYPL)$sell high but buy Low n hold","images":[{"img":"https://static.tigerbbs.com/c4d4dc334b64bbe620253392ac9cf9fe","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879778441","isVote":1,"tweetType":1,"viewCount":1028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":843477007,"gmtCreate":1635855486032,"gmtModify":1635855486131,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>6.92","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>6.92","text":"$Tiger Brokers(TIGR)$6.92","images":[{"img":"https://static.tigerbbs.com/543880e71b5d9cd03379ec1f6fd62b28","width":"1125","height":"3409"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843477007","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":349748088,"gmtCreate":1617644970244,"gmtModify":1634297352593,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy some n hold ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy some n hold ","text":"$BlackBerry(BB)$Buy some n hold","images":[{"img":"https://static.tigerbbs.com/38f1d2ea2255137aa381836a6a61f569","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349748088","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":878955034,"gmtCreate":1637141645412,"gmtModify":1637141645567,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"today favoured ","listText":"today favoured ","text":"today favoured","images":[{"img":"https://static.tigerbbs.com/9db59c52758e650f987e8e04862b62e8","width":"1242","height":"2448"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878955034","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377493599,"gmtCreate":1619542391711,"gmtModify":1634211916831,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Q there and suddenly fill ","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Q there and suddenly fill ","text":"$BlackBerry(BB)$Q there and suddenly fill","images":[{"img":"https://static.tigerbbs.com/2a9f4652a2a1c48383d9cfe27e124c25","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377493599","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":356222171,"gmtCreate":1616780762693,"gmtModify":1634524015357,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy at Low .....🤭....???","listText":"<a href=\"https://laohu8.com/S/BB\">$BlackBerry(BB)$</a>Buy at Low .....🤭....???","text":"$BlackBerry(BB)$Buy at Low .....🤭....???","images":[{"img":"https://static.tigerbbs.com/40e41d2da37701fd0590d18301242b69","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356222171","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":389185735,"gmtCreate":1612734674327,"gmtModify":1703764449522,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Better for the future if the COVID 19 will gone n businesses will improve","listText":"Better for the future if the COVID 19 will gone n businesses will improve","text":"Better for the future if the COVID 19 will gone n businesses will improve","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389185735","repostId":"2109727286","repostType":4,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316161967,"gmtCreate":1611922251959,"gmtModify":1703756296949,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"小鱼仔与大鲨鱼的世纪之战。。。😁😁😁😁","listText":"小鱼仔与大鲨鱼的世纪之战。。。😁😁😁😁","text":"小鱼仔与大鲨鱼的世纪之战。。。😁😁😁😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316161967","repostId":"1118653988","repostType":4,"repost":{"id":"1118653988","kind":"news","pubTimestamp":1611907973,"share":"https://www.laohu8.com/m/news/1118653988?lang=&edition=full","pubTime":"2021-01-29 16:12","market":"sg","language":"en","title":"After plunge, GameStop and AMC remain Reddit darlings","url":"https://stock-news.laohu8.com/highlight/detail?id=1118653988","media":"Reuters","summary":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit","content":"<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.</p>\n<p>FILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed</p>\n<p>Data about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.</p>\n<p>Swaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.</p>\n<p>For a graphic on Wallstreetbets ticker sentiment:</p>\n<p><img src=\"https://static.tigerbbs.com/6a44da0c979cb6119dbc462a5a36ebb6\" tg-width=\"1127\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p>\n<p>GameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.</p>\n<p>ADVERTISEMENT</p>\n<p>GameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.</p>\n<p>Wallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.</p>\n<p>AMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.</p>\n<p>Discussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.</p>\n<p>For a graphic on Gamestop ticker sentiment:</p>\n<p>ADVERTISEMENT</p>\n<p><img src=\"https://static.tigerbbs.com/48de9fd8f03152c126a0d511dabb9689\" tg-width=\"1128\" tg-height=\"648\" referrerpolicy=\"no-referrer\"></p>\n<p>Along with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.</p>\n<p>For a graphic on AMC ticker sentiment:</p>\n<p><img src=\"https://static.tigerbbs.com/6a1a46cd1fdf34a3c435928e4a2609fd\" tg-width=\"1122\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p>\n<p>Data analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.</p>\n<p>Tesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.</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>After plunge, GameStop and AMC remain Reddit darlings</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\">\nAfter plunge, GameStop and AMC remain Reddit darlings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-29 16:12 GMT+8 <a href=https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader ...</p>\n\n<a href=\"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/article/us-retail-trading-reddit-data/after-plunge-gamestop-and-amc-remain-reddit-darlings-idUSKBN29Y0HR?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118653988","content_text":"(Reuters) - GameStop and AMC Entertainment Holdings remained overwhelmingly favored stocks on Reddit’s top trading forum on Thursday, even as they and other companies at the core of a retail trader frenzy plummeted after online brokerages imposed trading restrictions.\nFILE PHOTO: A man walks past a GameStop store in Austin, TX, U.S., March 26, 2018. REUTERS/Mohammad Khursheed\nData about posts and comments on Reddit’s Wallstreetbets, aggregated on swaggystocks.com, showed GameStop and AMC were by far the most discussed stocks on the discussion group that has fueled their recent surge, with both continuing to enjoy overwhelming positive sentiment.\nSwaggystocks.com was created by Reddit member swaggymedia, whose posts sharing data about Wallstreetbets sentiment have won thousands of “upvotes” from readers. Swaggystocks did not immediately respond to an email asking for his identity but gave permission for his content to be reproduced.\nFor a graphic on Wallstreetbets ticker sentiment:\n\nGameStop and AMC Entertainment Holdings slumped on Thursday after Robinhood Markets Inc and Interactive Brokers restricted trading in several social-media darling stocks that had soared this week, with trading platform Robinhood later saying it would remove some restrictions on Friday.\nADVERTISEMENT\nGameStop dropped 44%, but the stock remains up almost 900% since Jan. 12. AMC’s 57% drop reduced its gain since Jan. 21 to around 190%. Also falling heavily were Blackberry, Koss and Express, which Robinhood also restricted trading in.\nWallstreetbets has ballooned in recent days to 4.8 million members. Many of those people have piled into stock heavily bet against by professional short sellers, overwhelming the professionals and forcing them over the past week to abandon their positions with heavy losses.\nAMC, GameStop, Nokia and Blackberry are currently the most discussed stocks on Wallstreetbets, eclipsing Tesla, which has long dominated chatter amongst its members. AMC and GameStop account for over 25% of recent comments on Wallstreetbets, with Nokia accounting for over 20%.\nDiscussion of GameStop has receded over the past week as a proportion of overall comments, although the sentiment of comments about the company remains overwhelmingly positive. Swaggystocks calculates sentiment by analyzing individual words used in posts and comments.\nFor a graphic on Gamestop ticker sentiment:\nADVERTISEMENT\n\nAlong with its stock price, AMC’s prominence on Wallstreetbets has skyrocketed this week to match GameStop’s, after accounting for less than 1% of all comments on Monday. Sentiment in AMC is close to entirely positive on Wallstreetbets, according to Swaggystocks.com.\nFor a graphic on AMC ticker sentiment:\n\nData analytics firm Palantir Technologies, which in early January accounted for as much as 16% of comments on Wallstreetbets, has seen its prominence in the group fall to under 1%, even as its stock this week hit a record high.\nTesla, which has long been a popular stock on Wallstreetbets and a major target of short sellers, currently accounts for less than 1% of comments in the discussion group, down from over 30% in the first week of January. Tesla’s stock is roughly unchanged over that time period after reporting disappointing quarterly results on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313528049,"gmtCreate":1611740155381,"gmtModify":1703752814541,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"Can’t imagine the future will be ...should take people to the outspace in the 30 years...?","listText":"Can’t imagine the future will be ...should take people to the outspace in the 30 years...?","text":"Can’t imagine the future will be ...should take people to the outspace in the 30 years...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313528049","repostId":"1125767984","repostType":4,"repost":{"id":"1125767984","kind":"news","pubTimestamp":1611737376,"share":"https://www.laohu8.com/m/news/1125767984?lang=&edition=full","pubTime":"2021-01-27 16:49","market":"us","language":"en","title":"What Might The New ARK Space Exploration ETF Look Like?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125767984","media":"The street","summary":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included","content":"<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.</p><p>In case you missed it, ARK recently made a hugeannouncementthat it plans on launching the<b>ARK Space Exploration ETF (ARKX)</b>at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.</p><p>Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.</p><p>Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.</p><p>There are already two ETFs in existence that focus on space exploration - the<b>Procure Space ETF (UFO)</b>and the <b>SPDR S&P Kensho Final Frontiers ETF (ROKT)</b>. Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.</p><p>We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with the<b>ARK Autonomous Technology & Robotics ETF (ARKQ)</b>, which already lists space exploration as one of its target niches.</p><p>Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.</p><p>The No Brainers<img src=\"https://static.tigerbbs.com/5cc90d448e786dfa90b4a664ae95690e\" tg-width=\"1200\" tg-height=\"509\" referrerpolicy=\"no-referrer\"></p><p>Tesla</p><p>This seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggest<b>Tesla (TSLA)</b>bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.</p><p>Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.</p><p><img src=\"https://static.tigerbbs.com/bdb1d68d9fe78e392dd18fe7a6553428\" tg-width=\"1200\" tg-height=\"490\" referrerpolicy=\"no-referrer\"></p><p>Virgin Galactic</p><p>Richard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.<b>Virgin Galactic (SPCE)</b>has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.</p><p>Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.</p><p>The Likely Candidates<img src=\"https://static.tigerbbs.com/490c0f7ea94f6691756f236306005ea5\" tg-width=\"1200\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p><p>Maxar Technologies</p><p><b>Maxar Technologies (MAXR)</b>describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.</p><p>MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.</p><p><img src=\"https://static.tigerbbs.com/5fb6136b0b6621fe1aad74fbea6d7dba\" tg-width=\"1200\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p><p>Iridium Communications</p><p><b>Iridium Communications (IRDM)</b>specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.</p><p>IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.</p><p><img src=\"https://static.tigerbbs.com/aa0d2bb9c6874118f82a798f432605be\" tg-width=\"1200\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p><p>Aerojet Rocketdyne Holdings</p><p>Any company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.<b>Aerojet Rocketdyne Holdings (AJRD)</b>has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.</p><p>AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.</p><p>The Possibilities</p><p>A lot of companies in the aerospace & defense sector could show up in ARKX.<b>Teledyne Technologies (TDY)</b>could very well be included as could<b>HEICO Corporation (HEI)</b>.</p><p>Other names that come to mind that could make the cut are communications specialists <b>Gilat Satellite Networks (GILT)</b>and<b>Loral Space & Communications (LORL)</b>.</p><p>Best of the Rest</p><p>It's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).</p><p>I'm guessing Cathie Wood will take the former approach. That means big industrial names, such as<b>Lockheed Martin (LMT)</b>,<b>Northrop Grunman (NOC)</b>,<b>Boeing (BA)</b>and<b>Raytheon (RTX)</b>may not show up or be included only in limited quantities.</p><p>I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.</p>","source":"lsy1610613172068","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>What Might The New ARK Space Exploration ETF Look Like?</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\">\nWhat Might The New ARK Space Exploration ETF Look Like?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 16:49 GMT+8 <a href=https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like><strong>The street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/etffocus/market-intelligence/ark-space-exploration-etf-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125767984","content_text":"The ARK Space Exploration ETF (ARKX) is on the way. Here's a guess at which stocks might be included.In case you missed it, ARK recently made a hugeannouncementthat it plans on launching theARK Space Exploration ETF (ARKX)at some point in the near future. It will be the 8th fund in the ARK lineup and certainly fits in with the company's overall theme of identifying next-gen disruptive innovation.Like most of the largest ARK ETFs, ARKX will be actively-managed. When a new passively-managed ETF launches, we can often look at its underlying index right away to see what the portfolio looks like and how it has performed in the past. With ARKX being actively-managed, however, we're kind of flying blind until the fund actually launches and ARK posts the fund holdings list for the first time.Still, that doesn't prevent us from trying to forecast what stocks might show up in the fund.There are already two ETFs in existence that focus on space exploration - theProcure Space ETF (UFO)and the SPDR S&P Kensho Final Frontiers ETF (ROKT). Despite the similarity in their target strategies, the two funds have less than a 20% overlap in assets. That means their management styles and how they go about selecting components for the fund are probably pretty different. But, we can take a look at their portfolio composition to help guide us as well.We might get a better idea, though, from looking inward at the composition of existing ARK ETFs. This not gives us insight into some of the company's existing high conviction ideas, but the target strategies are probably similar enough that we'll see some crossover in the portfolios. This could especially be the case with theARK Autonomous Technology & Robotics ETF (ARKQ), which already lists space exploration as one of its target niches.Keep in mind that what I'm doing here is pure speculation. I have no inside information as to what ARKX will look like. I'm simply trying to follow the trail of clues to give us an idea of what the portfolio MIGHT end up looking like.The No BrainersTeslaThis seems like perhaps the most obvious choice of all. ARK CIO Cathie Wood is perhaps the biggestTesla (TSLA)bull out there and three ARK ETFs have 10%+ allocations to Tesla stock already. We know that ARK isn't afraid to take huge positions in this company already.Yes, Tesla is primarily an automaker, but the company's connection to SpaceX makes it a natural fit for ARKX. I think there's a good chance this could ultimately be the fund's top holding.Virgin GalacticRichard Branson's company, which seeks to offer suborbital space flights to consumers, seems like another easy choice for this fund.Virgin Galactic (SPCE)has been around since 2004, but has relatively little to show over the past decade and a half. In late 2018, the company was successful in putting pilots into a suborbital space flight and returning them back to earth, but it's probably safe to say that SpaceX is in the lead having already landed a contract with NASA.Still, the company's space development and name recognition make it an obvious inclusion. SPCE is already a top 20 holding in ARKQ.The Likely CandidatesMaxar TechnologiesMaxar Technologies (MAXR)describes itself as \"serving commercial and government missions with trusted Earth intelligence and space infrastructure\". It develops satellite and spacecraft systems, robotics, connectivity solutions, space-based communications and platforms. Basically everything someone might need to get up into space. MAXR also has a contract with NASA to develop propulsion systems for the Lunar Gateway project.MAXR also happens to be the #1 holding right now in both UFO and ROKT. ARK doesn't own MAXR in its funds currently, but it would undeniably be a perfect fit for a space exploration ETF.Iridium CommunicationsIridium Communications (IRDM)specializes in satellite communications and worldwide voice & data solutions. Iridium has ties to SpaceX having used the company's Falcon 9 rockets to launch dozens of its satellites into space. In 2019, IRDM won a new contract by the Defense Information Systems Agency (DISA) to continue supporting the U.S. Department of Defense Enhanced Mobile Satellite Service (EMSS) gateway. The contract is valued at $54 million over 4.5 years.IRDM is already a minor holding in the ARK Innovation ETF (ARKK), but accounts for around 3% of ARKQ. It's also the 2nd largest holding in UFO at more than 6% of assets.Aerojet Rocketdyne HoldingsAny company that has been producing rockets and thrusters for space missions over the past several decades is a pretty obvious candidate for a space ETF.Aerojet Rocketdyne Holdings (AJRD)has been doing just that and it was actually the company's rockets that landed the Curiosity spacecraft on the surface of Mars.AJRD appears in both UFO and ROKT, but in very different quantities. It accounts for just 0.2% of UFO, but 5.5% of ROKT.The PossibilitiesA lot of companies in the aerospace & defense sector could show up in ARKX.Teledyne Technologies (TDY)could very well be included as couldHEICO Corporation (HEI).Other names that come to mind that could make the cut are communications specialists Gilat Satellite Networks (GILT)andLoral Space & Communications (LORL).Best of the RestIt's hard to get a sense of what ARK will consider exposure to the space exploration industry. Certain ETFs want a company whose sole focus in on a particular theme, while others will include any company that has even ancillary exposure (think Scotts Miracle-Gro being included in the Marijuana ETF (MJ)).I'm guessing Cathie Wood will take the former approach. That means big industrial names, such asLockheed Martin (LMT),Northrop Grunman (NOC),Boeing (BA)andRaytheon (RTX)may not show up or be included only in limited quantities.I would expect ARKX would ultimately be heavy in tech and communication services names with a possible overweight to industrials depending on how ARK wants to approach portfolio construction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":310466070,"gmtCreate":1611355182990,"gmtModify":1703750155882,"author":{"id":"3554814183854049","authorId":"3554814183854049","name":"Markchiow","avatar":"https://static.tigerbbs.com/87e215d456a56a9ae94ca1fa33af4d0d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554814183854049","authorIdStr":"3554814183854049"},"themes":[],"htmlText":"The more they produce they will save cost on thematerial n spare parts ","listText":"The more they produce they will save cost on thematerial n spare parts ","text":"The more they produce they will save cost on thematerial n spare parts","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310466070","repostId":"1106179554","repostType":4,"repost":{"id":"1106179554","kind":"news","pubTimestamp":1611309447,"share":"https://www.laohu8.com/m/news/1106179554?lang=&edition=full","pubTime":"2021-01-22 17:57","market":"us","language":"en","title":"Apple Could Show Dramatic Fall In iPhone 12 Margins","url":"https://stock-news.laohu8.com/highlight/detail?id=1106179554","media":"seekingalpha","summary":"Summary\n\nThe bill of materials for the latest iPhones has increased significantly due to 5G feature ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The bill of materials for the latest iPhones has increased significantly due to 5G feature and a better screen.</li>\n</ul>\n<ul>\n <li>Even if there is growth in unit iPhone sales within this cycle, the overall margins for the iPhone segment would be negatively impacted by higher bill of materials.</li>\n</ul>\n<ul>\n <li>Apple needs to show its capacity for EPS growth in order to sustain the current bullish momentum in the stock.</li>\n</ul>\n<ul>\n <li>A significant drop in iPhones margin can bring down the overall operating margin and could also lead to a drop in EPS hurting the stock sentiment.</li>\n</ul>\n<p>Apple(NASDAQ:AAPL)will face margin pressures due to the higher production cost of new iPhones. The iPhone bill of material or BoM has increased massively due to the 5G feature and better screens. This would end up hurting the margins. The buyback pacewill also fallas the company reaches a neutral cash position. Together, these two factors can negatively impact EPS in the next few quarters.</p>\n<p>According to Counterpoint Research,the bill of materialsfor iPhone 12 is 21% higher than iPhone 11. A shift from LCD to OLED ended by costing $23 more. 5G modem and RF system led to an increase in the cost by $34. Both these items are intrinsic to the iPhone 12’s attraction but the margins on iPhone 12 will be much lower than iPhone 11 due to these features. The iPhone segment still contributes over 50% of the revenue to Apple and a big drop in margins in this segment will have a negative impact on the overall margins and EPS over the next few quarters. Investors should closely look at the margin trajectory reported by the company over the next few quarters.</p>\n<p><b>Importance of Bill of Materials</b></p>\n<p>The flagship iPhones are not only expensive to buy, but they are also expensive to build. The bill of materials for iPhones has always been quite high due to higher-end components. The BoM does not count the R&D expense and marketing costs that Apple has to bear.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5eb120e231572c55de63b9fd8f40ce5\" tg-width=\"822\" tg-height=\"404\"><span>Figure 1: Features in iPhone 12 which led to cost increase and savings over iPhone 11. Source. Counterpoint Research</span></p>\n<p>We can clearly see three big red bars in the above chart. They show the reasons for BoM increase in iPhone 12 compared to iPhone 11. The display system, RF components for 5G, and better A14 bionic chip led to a massive BoM increase in iPhone 12. After counting all the cost increases and savings, the BoM of the iPhone 12 increased by $72.5 according to this research note. This is a massive jump of 21% in BoM for iPhone 12 compared to iPhone 11.</p>\n<p><b>Impact on Margins</b></p>\n<p>Apple has moved to a major revision once in three years. After iPhone X made a significant change in design in 2017, Apple was looking forward to a big change in 2020. This has been brought about by 5G features which are available on all flagship iPhones. However, this feature along with OLED screen has led to a big jump in BoM and the retail price increase has not kept up with the BoM growth. Compared to iPhone 11 which had a retail price of $699 with contract, iPhone 12 has a retail price of $799 with contract. This is a price growth of 14.2% which is lower than the growth in BoM.</p>\n<p>In addition to BoM, Apple’s R&D expense has been increasing which is due to higher design costs for the latest chips. Theincreasing competition with other tech giantsis also forcing Apple to invest heavily in R&D compared to a decade back.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95bcae5f57407febfd836a95f97026bd\" tg-width=\"1073\" tg-height=\"551\"><span>Figure 2: Apple's R&D to Revenue expense has increased continuously over the past few years, squeezing the margins.</span></p>\n<p>This trend will have a significant negative impact on the operating margin for Apple. The company’s operating margin has been declining for the past 20 quarters. With the recent jump in valuation multiple, a big drop in margins and EPS can bring about a correction in the stock.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5600e70d2db88a215f8932bbbf00fb8\" tg-width=\"1077\" tg-height=\"551\"><span>Figure 3: Price growth in Apple stock has mostly been on the back of higher PE valuation instead of fundamental metrics like EPS.</span></p>\n<p>We can see in the above chart that Apple’s operating margin has been declining over the past three years. The growth in EPS has mostly been supported by a fall in outstanding shares due to massive buybacks. The net cash position of Apple is down to $79 billion. If the company continues to run a buyback program of $20 billion per quarter, the net cash position will fall rapidly in the near term.</p>\n<p>At the same time, Apple’s PE ratio has increased by over 120% compared to three years ago. Currently, Apple’s PE ratio is over 40 which is the highest level it had been since the Great Recession.</p>\n<p>iPhone 12 Pricing and Impact on Unit ShipmentsApple has increased the price of iPhone 12 to $799 with a contract. This is a 14.2% increase from iPhone 11 pricing. On the other hand, the BoM has increased by 21%. Apple has also increased its research expenses for building its own chips. Hence, we should ideally have seen a higher jump in retail price compared to BoM in order to maintain the margins. However, the inverse has happened where BoM has increased at a faster pace compared to the retail price. One of the reasons could be the more aggressive pricing by competitors like Google's Pixel.</p>\n<p>Apple does not provide unit shipment figures and so we have to depend on third-party estimates.According to estimatesby Cinda Securities, the unit shipments for recent iPhones will be in the range of 230 million to 240 million. If this is true, it will be higher than iPhone 6 unit shipments of 222.4 million. According toanother model created by Cowen, iPhone shipments for 2020 stood at 193 million, down by 3% year-on-year while shipments for the calendar year 2021 will be 215 million.</p>\n<p>With the latest pricing, Apple should certainly get a tailwind in terms of higher unit sales. However, the margins on each iPhone could dip significantly because of the rapid jump in BoM. Hence, even a 5-7% jump in unit shipments in 2021 will not be able to make up for the decline in margins due to higher BoM.</p>\n<p><b>Can We See a Correction in the Stock?</b></p>\n<p>This is a trillion-dollar question in front of investors and Wall Street. Will Apple move to a market cap of $3 trillion as predicted byanalysts like Gene Munsteror will we see a correction to $1 trillion. Most of the price growth in Apple stock in 2020 was supported by a PE jump. This is unlike other tech majors like Amazon (AMZN) and Facebook (FB) who have shown a bull run in the stock price but have also delivered good growth in fundamental metrics of revenue and EPS.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8fe5668a43f7874f4c2a823628a46bd\" tg-width=\"1077\" tg-height=\"559\"><span>Fig: Comparison of Price change, PE ratio, EPS, and revenue between Apple, Amazon, and Facebook in 2020. Apple's stock growth was supported by only a higher PE ratio while Amazon and FB reported trailing twelve-month EPS growth of 48% and 36% respectively.</span></p>\n<p>It is highly unlikely that Apple’s current valuation will be supported even if the EPS starts to fall. We should also see the pandemic being brought under control in the next few months as vaccination levels increase. Apple will not be able to gain a big tailwind due to buybacks as it is nearing the neutral cash position and with the current market cap the buybacks will not have a significant impact on the outstanding shares.</p>\n<p>Given this situation, the massive jump in iPhone BoM becomes very important. A significant negative dip in iPhone margins will pull down the overall margins and EPS for the company. This will certainly hurt the sentiments around Apple stock and make it difficult for the company to sustain the current valuation levels.</p>\n<p><b>Investor Takeaway</b></p>\n<p>The latest iPhone cycle has seen a big jump in the bill of materials. New features like 5G, better chips, and expensive screens have increased the BoM of iPhones by 21% compared to iPhone 11. This increase in bill of materials will be a major headwind for Apple’s margins in the next few quarters. Even if the company is able to improve its unit shipments and revenue, we could see a dip in margins and even EPS.</p>\n<p>Apple stock is trading at over 40 times its PE ratio, which is the highest valuation multiple it has seen in over a decade. Any negative EPS or margin numbers could reduce the bullish sentiment towards the stock and push the stock into correction territory. Investors need to weigh this aspect carefully before jumping into the stock at the current valuation level.</p>","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>Apple Could Show Dramatic Fall In iPhone 12 Margins</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\">\nApple Could Show Dramatic Fall In iPhone 12 Margins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-22 17:57 GMT+8 <a href=https://seekingalpha.com/article/4400322-apple-show-dramatic-fall-in-iphone-12-margins><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe bill of materials for the latest iPhones has increased significantly due to 5G feature and a better screen.\n\n\nEven if there is growth in unit iPhone sales within this cycle, the overall ...</p>\n\n<a href=\"https://seekingalpha.com/article/4400322-apple-show-dramatic-fall-in-iphone-12-margins\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4400322-apple-show-dramatic-fall-in-iphone-12-margins","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1106179554","content_text":"Summary\n\nThe bill of materials for the latest iPhones has increased significantly due to 5G feature and a better screen.\n\n\nEven if there is growth in unit iPhone sales within this cycle, the overall margins for the iPhone segment would be negatively impacted by higher bill of materials.\n\n\nApple needs to show its capacity for EPS growth in order to sustain the current bullish momentum in the stock.\n\n\nA significant drop in iPhones margin can bring down the overall operating margin and could also lead to a drop in EPS hurting the stock sentiment.\n\nApple(NASDAQ:AAPL)will face margin pressures due to the higher production cost of new iPhones. The iPhone bill of material or BoM has increased massively due to the 5G feature and better screens. This would end up hurting the margins. The buyback pacewill also fallas the company reaches a neutral cash position. Together, these two factors can negatively impact EPS in the next few quarters.\nAccording to Counterpoint Research,the bill of materialsfor iPhone 12 is 21% higher than iPhone 11. A shift from LCD to OLED ended by costing $23 more. 5G modem and RF system led to an increase in the cost by $34. Both these items are intrinsic to the iPhone 12’s attraction but the margins on iPhone 12 will be much lower than iPhone 11 due to these features. The iPhone segment still contributes over 50% of the revenue to Apple and a big drop in margins in this segment will have a negative impact on the overall margins and EPS over the next few quarters. Investors should closely look at the margin trajectory reported by the company over the next few quarters.\nImportance of Bill of Materials\nThe flagship iPhones are not only expensive to buy, but they are also expensive to build. The bill of materials for iPhones has always been quite high due to higher-end components. The BoM does not count the R&D expense and marketing costs that Apple has to bear.\nFigure 1: Features in iPhone 12 which led to cost increase and savings over iPhone 11. Source. Counterpoint Research\nWe can clearly see three big red bars in the above chart. They show the reasons for BoM increase in iPhone 12 compared to iPhone 11. The display system, RF components for 5G, and better A14 bionic chip led to a massive BoM increase in iPhone 12. After counting all the cost increases and savings, the BoM of the iPhone 12 increased by $72.5 according to this research note. This is a massive jump of 21% in BoM for iPhone 12 compared to iPhone 11.\nImpact on Margins\nApple has moved to a major revision once in three years. After iPhone X made a significant change in design in 2017, Apple was looking forward to a big change in 2020. This has been brought about by 5G features which are available on all flagship iPhones. However, this feature along with OLED screen has led to a big jump in BoM and the retail price increase has not kept up with the BoM growth. Compared to iPhone 11 which had a retail price of $699 with contract, iPhone 12 has a retail price of $799 with contract. This is a price growth of 14.2% which is lower than the growth in BoM.\nIn addition to BoM, Apple’s R&D expense has been increasing which is due to higher design costs for the latest chips. Theincreasing competition with other tech giantsis also forcing Apple to invest heavily in R&D compared to a decade back.\nFigure 2: Apple's R&D to Revenue expense has increased continuously over the past few years, squeezing the margins.\nThis trend will have a significant negative impact on the operating margin for Apple. The company’s operating margin has been declining for the past 20 quarters. With the recent jump in valuation multiple, a big drop in margins and EPS can bring about a correction in the stock.\nFigure 3: Price growth in Apple stock has mostly been on the back of higher PE valuation instead of fundamental metrics like EPS.\nWe can see in the above chart that Apple’s operating margin has been declining over the past three years. The growth in EPS has mostly been supported by a fall in outstanding shares due to massive buybacks. The net cash position of Apple is down to $79 billion. If the company continues to run a buyback program of $20 billion per quarter, the net cash position will fall rapidly in the near term.\nAt the same time, Apple’s PE ratio has increased by over 120% compared to three years ago. Currently, Apple’s PE ratio is over 40 which is the highest level it had been since the Great Recession.\niPhone 12 Pricing and Impact on Unit ShipmentsApple has increased the price of iPhone 12 to $799 with a contract. This is a 14.2% increase from iPhone 11 pricing. On the other hand, the BoM has increased by 21%. Apple has also increased its research expenses for building its own chips. Hence, we should ideally have seen a higher jump in retail price compared to BoM in order to maintain the margins. However, the inverse has happened where BoM has increased at a faster pace compared to the retail price. One of the reasons could be the more aggressive pricing by competitors like Google's Pixel.\nApple does not provide unit shipment figures and so we have to depend on third-party estimates.According to estimatesby Cinda Securities, the unit shipments for recent iPhones will be in the range of 230 million to 240 million. If this is true, it will be higher than iPhone 6 unit shipments of 222.4 million. According toanother model created by Cowen, iPhone shipments for 2020 stood at 193 million, down by 3% year-on-year while shipments for the calendar year 2021 will be 215 million.\nWith the latest pricing, Apple should certainly get a tailwind in terms of higher unit sales. However, the margins on each iPhone could dip significantly because of the rapid jump in BoM. Hence, even a 5-7% jump in unit shipments in 2021 will not be able to make up for the decline in margins due to higher BoM.\nCan We See a Correction in the Stock?\nThis is a trillion-dollar question in front of investors and Wall Street. Will Apple move to a market cap of $3 trillion as predicted byanalysts like Gene Munsteror will we see a correction to $1 trillion. Most of the price growth in Apple stock in 2020 was supported by a PE jump. This is unlike other tech majors like Amazon (AMZN) and Facebook (FB) who have shown a bull run in the stock price but have also delivered good growth in fundamental metrics of revenue and EPS.\nFig: Comparison of Price change, PE ratio, EPS, and revenue between Apple, Amazon, and Facebook in 2020. Apple's stock growth was supported by only a higher PE ratio while Amazon and FB reported trailing twelve-month EPS growth of 48% and 36% respectively.\nIt is highly unlikely that Apple’s current valuation will be supported even if the EPS starts to fall. We should also see the pandemic being brought under control in the next few months as vaccination levels increase. Apple will not be able to gain a big tailwind due to buybacks as it is nearing the neutral cash position and with the current market cap the buybacks will not have a significant impact on the outstanding shares.\nGiven this situation, the massive jump in iPhone BoM becomes very important. A significant negative dip in iPhone margins will pull down the overall margins and EPS for the company. This will certainly hurt the sentiments around Apple stock and make it difficult for the company to sustain the current valuation levels.\nInvestor Takeaway\nThe latest iPhone cycle has seen a big jump in the bill of materials. New features like 5G, better chips, and expensive screens have increased the BoM of iPhones by 21% compared to iPhone 11. This increase in bill of materials will be a major headwind for Apple’s margins in the next few quarters. Even if the company is able to improve its unit shipments and revenue, we could see a dip in margins and even EPS.\nApple stock is trading at over 40 times its PE ratio, which is the highest valuation multiple it has seen in over a decade. Any negative EPS or margin numbers could reduce the bullish sentiment towards the stock and push the stock into correction territory. Investors need to weigh this aspect carefully before jumping into the stock at the current valuation level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}