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IvanBoon

IvanBoon

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2021-06-30

Whem will the Grab one happen?

5 SPACs To Watch In The Second Half 2021

2021-12-07

$DigiCore Reit USD(DCRU.SI)$how to sell it since got the IPO via DBS?

2021-06-20

When u read that Apple is the riskiest tech stock…

Beware these risky tech stocks in your portfolio, strategist Parker warns

2021-08-21

$RLX Technology(RLX)$want to cry but tear has tried...

2021-06-16

$Tiger Brokers(TIGR)$offloaded some at 28+. Time to regain the position?

2021-06-13

Comment and Like

G7 source praises Biden after 'complete chaos' of Trump

2021-11-30

AMD

Better Semiconductor Stock: Nvidia or AMD

2021-10-31

Gogogo

Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits

2021-07-04

Good

Can Alibaba Turn Around Its Woes in the Second Half of 2021?

2021-06-21

HoDL~

NIO Is Winning

2021-06-14

$Tencent Music(TME)$will it ever go back to pre-archaegoes time?

2021-06-25

Great ariticle, would you like to share it?

Nasdaq and S&P 500 end at record highs; Dow rallies

2021-06-13

Dangerous stuft

Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays

2021-07-17

lost more than 50%, waiting for a little bounce before cutting it off for good

@DAVIDWU:$河北建设(01727)$请问高手这个股是收还是放，谢谢指点

2021-07-15

pfizer is a dividend company?

@lindsay877:To all the cry babies: Pfizer is a $223 billion company with 5 billion shares outstanding and pays a 4% dividend.Moderna is a 93 billion company with 500 million shares and pays NO dividend.Vaccines are typically not profitable for pharma. Do your own DD and stop crying.But I also feel your frustration. Seems like it should be doing better.. $Moderna, Inc.(MRNA)$ $Pfizer(PFE)$

2021-07-10

been dropping since last bought 2 months ago

@GladysLim:$ISHARESHSTECH(03067)$patience… patience…

2021-06-13

Great. Need people to work

How tech companies are bringing workers back to the office: Slowly and with 'social' incentives

2021-06-13

Well done

S&P ekes out gains to close languid week

2021-06-04

$Tiger Brokers(TIGR)$mooning!

2021-08-27

$iQiyi Inc.(IQ)$long term long term~

去老虎APP查看更多动态

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Haha","listText":"Popping soon? Haha","text":"Popping soon? Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691370432","repostId":"693132373","repostType":1,"repost":{"id":693132373,"gmtCreate":1639983462791,"gmtModify":1639983462875,"author":{"id":"3577296294981145","authorId":"3577296294981145","name":"ren123","avatar":"https://static.tigerbbs.com/b614ee15eb2b2bdae1cf1257fcdc3781","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577296294981145","authorIdStr":"3577296294981145"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>ouch.&nbsp;","listText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>ouch.&nbsp;","text":"$ISHARESHSTECH(03067)$ouch.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693132373","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606126441,"gmtCreate":1638844930247,"gmtModify":1638847969282,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","listText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","text":"$DigiCore Reit USD(DCRU.SI)$how to sell it since got the IPO via DBS?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/606126441","isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609979591,"gmtCreate":1638235098591,"gmtModify":1638235423954,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"AMD","listText":"AMD","text":"AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609979591","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","kind":"highlight","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or AMD</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4543":"AI","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4527":"明星科技股","AMD":"美国超微公司","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","NVDA":"英伟达","BK4529":"IDC概念"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841662971,"gmtCreate":1635907691783,"gmtModify":1635907691783,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841662971","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840230511,"gmtCreate":1635647992345,"gmtModify":1635647992419,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Share 2","listText":"Share 2","text":"Share 2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840230511","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840297917,"gmtCreate":1635647897861,"gmtModify":1635647897939,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840297917","repostId":"2179226336","repostType":4,"repost":{"id":"2179226336","kind":"highlight","pubTimestamp":1635644521,"share":"https://www.laohu8.com/m/news/2179226336?lang=&edition=full","pubTime":"2021-10-31 09:42","market":"hk","language":"en","title":"Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2179226336","media":"Market watch","summary":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Go","content":"<p>Supply-chain and staffing issues will bring down the growth rates a bit for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and Amazon, but Google and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> are still headed for huge holiday seasons to wrap up the year</p>\n<p>Big Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. could mean a profit decline.</p>\n<p>The fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.</p>\n<p>While revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.</p>\n<p><b>Full earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half</b></p>\n<p>But two other members of the five-headed Big Tech monster are poised to outperform previous expectations. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.</p>\n<p>“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”</p>\n<p><b>More from Therese:Apple’s ad-megeddon is affecting Snap, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Google differently</b></p>\n<p>This compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&amp;P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.</p>\n<p>Net income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&amp;P 500 will see better far earnings growth of 21.15%</p>\n<p>And if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.</p>\n<p>For the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.</p>","source":"market_watch","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>Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nOpinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-31 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/><strong>Market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still ...</p>\n\n<a href=\"https://www.marketwatch.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2179226336","content_text":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and Amazon.com Inc. could mean a profit decline.\nThe fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.\nWhile revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.\nFull earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half\nBut two other members of the five-headed Big Tech monster are poised to outperform previous expectations. Alphabet Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for Alphabet to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.\n“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”\nMore from Therese:Apple’s ad-megeddon is affecting Snap, Facebook and Google differently\nThis compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.\nNet income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%\nAnd if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.\nFor the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.\nInvestors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857722171,"gmtCreate":1635562354979,"gmtModify":1635562355052,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Share no 2…","listText":"Share no 2…","text":"Share no 2…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857722171","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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What do you all think?","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>time to dive in more? What do you all think?","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$time to dive in more? What do you all think?","images":[{"img":"https://static.tigerbbs.com/67c016ffb4c79af51993ee7a50428657","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837990247","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":834995073,"gmtCreate":1629765506992,"gmtModify":1631884172345,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Keep it up boy~","listText":"Keep it up boy~","text":"Keep it up boy~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834995073","repostId":"838185829","repostType":1,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834991552,"gmtCreate":1629765404176,"gmtModify":1631884172356,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Exactly… why?!","listText":"Exactly… why?!","text":"Exactly… why?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834991552","repostId":"835702587","repostType":1,"repost":{"id":835702587,"gmtCreate":1629738286749,"gmtModify":1629738286749,"author":{"id":"3565504098630572","authorId":"3565504098630572","name":"阳光小韭","avatar":"https://static.tigerbbs.com/f79edaa280746cca23919ac63191cde0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565504098630572","authorIdStr":"3565504098630572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>大家都涨了，你给我滚起来","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>大家都涨了，你给我滚起来","text":"$RLX科技(RLX)$大家都涨了，你给我滚起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835702587","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836703240,"gmtCreate":1629519549780,"gmtModify":1631887452297,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a>want to cry but tear has tried...","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a>want to cry but tear has tried...","text":"$RLX Technology(RLX)$want to cry but tear has tried...","images":[{"img":"https://static.tigerbbs.com/334f8ac0ecb38cfddd0d611b0c2e60ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836703240","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177116234,"gmtCreate":1627186223728,"gmtModify":1631887936674,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560338123126127","authorIdStr":"3560338123126127"},"themes":[],"htmlText":"Buy and hold!","listText":"Buy and hold!","text":"Buy and hold!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177116234","repostId":"1112927800","repostType":2,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":153199063,"gmtCreate":1625012437152,"gmtModify":1631883984960,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Whem will the Grab one happen?","listText":"Whem will the Grab one happen?","text":"Whem will the Grab one happen?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/153199063","repostId":"1146217494","repostType":4,"repost":{"id":"1146217494","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624980536,"share":"https://www.laohu8.com/m/news/1146217494?lang=&edition=full","pubTime":"2021-06-29 23:28","market":"us","language":"en","title":"5 SPACs To Watch In The Second Half 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1146217494","media":"Benzinga","summary":"As the close of the first half of 2021 nears, investors have a chance to look at some companies that","content":"<p>As the close of the first half of 2021 nears,&nbsp;investors have a chance to look at some companies that could have big moves in the second half of 2021.</p>\n<p>Here is a look at five SPACs to watch in the second half of 2021.</p>\n<p><b>Churchill Capital Corp IV:</b>Electric vehicle company Lucid Motors ismergingwith&nbsp;<b>Churchill Capital Corp IV</b>&nbsp;in a deal that has been one of the most discussed of its kind. The deal valued Lucid Motors at $24 billion based on a pricing of $15 for the PIPE on the deal.</p>\n<p>Lucid Motors is&nbsp;set&nbsp;to launch the Lucid Air sedan in the second half of 2021. There were over 7,500 reservations of the Lucid Air in February representing $650 million in sales for Lucid Motors.</p>\n<p>The company’s production capabilities are 34,000 units annually, with expansion plans that would take the company to 365,000 units annually. Announced future models include the Lucid Gravity SUV in 2023 and plans for more sedan and SUVs in the future.</p>\n<p>Shares of CCIV had hit a high of $64.86 before falling below the $20 level. Shares traded over the $30 level shortly in March and have not reached that level again.</p>\n<p>With several catalysts coming in the second half of 2021, CCIV shares could see strong performance. Lucid Motors has not announced a date for the merger vote, which could be another catalyst for shareholders to watch.</p>\n<p><b>Altimeter Growth Corp:</b>&nbsp;The large Southeast Asian delivery, mobility and financial services company Grab&nbsp;announced&nbsp;a SPAC deal with&nbsp;<b>Altimeter Growth Corp</b>&nbsp;in one of the largest offerings for a company from the region in the U.S.</p>\n<p>Grab is the category leader for online food delivery, ride-hail and digital wallets in Southeast Asia. The company had gross merchandising value of $12.5 billion in 2020, which came in ahead of pre-pandemic levels.</p>\n<p>Over 670 million people live in Southeast Asia, which could give Grab a significant runway for future growth in its existing and new segments. Online food delivery penetration and digital wallets are smaller in market size in Asia than in&nbsp;regions like the U.S.</p>\n<p>The deal is expected to be completed in the later part of 2021, which could see shares trade favorably in the second half of 2021.</p>\n<p><b>Chamath SPACs:</b>One of the top names in the SPAC world still has two SPACs searching for targets. Chamath Palihapitiya’s&nbsp;<b>Social Capital Hedosophia Holdings Corp IV</b>&nbsp;and&nbsp;<b>Social Capital Hedosophia Holdings Corp VI</b>&nbsp;are SPACs that could perform well in the second half of 2021.</p>\n<p>IPOD has no rumors attached to it, while IPOF isrumoredto be bringing gym owner and&nbsp;<b>Peloton Interactive</b>&nbsp;rival Equinox public.</p>\n<p>IPOD&nbsp;raised&nbsp;$400 million and has the former CEO and co-founder of NextDoor to help pick a target.</p>\n<p>Dick Costolo, the former CEO of&nbsp;<b>Twitter Inc</b>&nbsp;from 2010 to 2015, is helping the $1-billion IPOF select a target.</p>\n<p>Palihapitiya recently&nbsp;filed&nbsp;for four biotech SPACs. That could mean deals are close to being announced for IPOD and IPOF — or he could have six active SPACs searching for targets later this year.</p>\n<p><b>Trident Acquisitions Corp:</b>One trend that has played out for SPACs in 2021 is that some well-known brands or companies trade better when they have the new name and ticker.</p>\n<p>The same could happen for Lottery.com, which is merging with&nbsp;<b>Trident Acquisitions Corp</b> and will trade under new ticker LTRY.</p>\n<p>Lottery.com&nbsp;has&nbsp;facilities in 12 states and plans to add six more in 2021, CEO Tony DiMatteo told Benzinga.</p>\n<p>A potential catalyst for the company is its acquisition of the sports.com domain and intentions to enter the sports betting market.<b>DraftKings Inc</b>&nbsp;CEO Jason Robins serves on the company’s advisory board.</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>5 SPACs To Watch In The Second Half 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 SPACs To Watch In The Second Half 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-29 23:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>As the close of the first half of 2021 nears,&nbsp;investors have a chance to look at some companies that could have big moves in the second half of 2021.</p>\n<p>Here is a look at five SPACs to watch in the second half of 2021.</p>\n<p><b>Churchill Capital Corp IV:</b>Electric vehicle company Lucid Motors ismergingwith&nbsp;<b>Churchill Capital Corp IV</b>&nbsp;in a deal that has been one of the most discussed of its kind. The deal valued Lucid Motors at $24 billion based on a pricing of $15 for the PIPE on the deal.</p>\n<p>Lucid Motors is&nbsp;set&nbsp;to launch the Lucid Air sedan in the second half of 2021. There were over 7,500 reservations of the Lucid Air in February representing $650 million in sales for Lucid Motors.</p>\n<p>The company’s production capabilities are 34,000 units annually, with expansion plans that would take the company to 365,000 units annually. Announced future models include the Lucid Gravity SUV in 2023 and plans for more sedan and SUVs in the future.</p>\n<p>Shares of CCIV had hit a high of $64.86 before falling below the $20 level. Shares traded over the $30 level shortly in March and have not reached that level again.</p>\n<p>With several catalysts coming in the second half of 2021, CCIV shares could see strong performance. Lucid Motors has not announced a date for the merger vote, which could be another catalyst for shareholders to watch.</p>\n<p><b>Altimeter Growth Corp:</b>&nbsp;The large Southeast Asian delivery, mobility and financial services company Grab&nbsp;announced&nbsp;a SPAC deal with&nbsp;<b>Altimeter Growth Corp</b>&nbsp;in one of the largest offerings for a company from the region in the U.S.</p>\n<p>Grab is the category leader for online food delivery, ride-hail and digital wallets in Southeast Asia. The company had gross merchandising value of $12.5 billion in 2020, which came in ahead of pre-pandemic levels.</p>\n<p>Over 670 million people live in Southeast Asia, which could give Grab a significant runway for future growth in its existing and new segments. Online food delivery penetration and digital wallets are smaller in market size in Asia than in&nbsp;regions like the U.S.</p>\n<p>The deal is expected to be completed in the later part of 2021, which could see shares trade favorably in the second half of 2021.</p>\n<p><b>Chamath SPACs:</b>One of the top names in the SPAC world still has two SPACs searching for targets. Chamath Palihapitiya’s&nbsp;<b>Social Capital Hedosophia Holdings Corp IV</b>&nbsp;and&nbsp;<b>Social Capital Hedosophia Holdings Corp VI</b>&nbsp;are SPACs that could perform well in the second half of 2021.</p>\n<p>IPOD has no rumors attached to it, while IPOF isrumoredto be bringing gym owner and&nbsp;<b>Peloton Interactive</b>&nbsp;rival Equinox public.</p>\n<p>IPOD&nbsp;raised&nbsp;$400 million and has the former CEO and co-founder of NextDoor to help pick a target.</p>\n<p>Dick Costolo, the former CEO of&nbsp;<b>Twitter Inc</b>&nbsp;from 2010 to 2015, is helping the $1-billion IPOF select a target.</p>\n<p>Palihapitiya recently&nbsp;filed&nbsp;for four biotech SPACs. That could mean deals are close to being announced for IPOD and IPOF — or he could have six active SPACs searching for targets later this year.</p>\n<p><b>Trident Acquisitions Corp:</b>One trend that has played out for SPACs in 2021 is that some well-known brands or companies trade better when they have the new name and ticker.</p>\n<p>The same could happen for Lottery.com, which is merging with&nbsp;<b>Trident Acquisitions Corp</b> and will trade under new ticker LTRY.</p>\n<p>Lottery.com&nbsp;has&nbsp;facilities in 12 states and plans to add six more in 2021, CEO Tony DiMatteo told Benzinga.</p>\n<p>A potential catalyst for the company is its acquisition of the sports.com domain and intentions to enter the sports betting market.<b>DraftKings Inc</b>&nbsp;CEO Jason Robins serves on the company’s advisory board.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IPOD":"Social Capital Hedosophia Holdings Corp. IV","IPOF":"Social Capital Hedosophia Holdings Corp VI"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146217494","content_text":"As the close of the first half of 2021 nears, investors have a chance to look at some companies that could have big moves in the second half of 2021.\nHere is a look at five SPACs to watch in the second half of 2021.\nChurchill Capital Corp IV:Electric vehicle company Lucid Motors ismergingwith Churchill Capital Corp IV in a deal that has been one of the most discussed of its kind. The deal valued Lucid Motors at $24 billion based on a pricing of $15 for the PIPE on the deal.\nLucid Motors is set to launch the Lucid Air sedan in the second half of 2021. There were over 7,500 reservations of the Lucid Air in February representing $650 million in sales for Lucid Motors.\nThe company’s production capabilities are 34,000 units annually, with expansion plans that would take the company to 365,000 units annually. Announced future models include the Lucid Gravity SUV in 2023 and plans for more sedan and SUVs in the future.\nShares of CCIV had hit a high of $64.86 before falling below the $20 level. Shares traded over the $30 level shortly in March and have not reached that level again.\nWith several catalysts coming in the second half of 2021, CCIV shares could see strong performance. Lucid Motors has not announced a date for the merger vote, which could be another catalyst for shareholders to watch.\nAltimeter Growth Corp: The large Southeast Asian delivery, mobility and financial services company Grab announced a SPAC deal with Altimeter Growth Corp in one of the largest offerings for a company from the region in the U.S.\nGrab is the category leader for online food delivery, ride-hail and digital wallets in Southeast Asia. The company had gross merchandising value of $12.5 billion in 2020, which came in ahead of pre-pandemic levels.\nOver 670 million people live in Southeast Asia, which could give Grab a significant runway for future growth in its existing and new segments. Online food delivery penetration and digital wallets are smaller in market size in Asia than in regions like the U.S.\nThe deal is expected to be completed in the later part of 2021, which could see shares trade favorably in the second half of 2021.\nChamath SPACs:One of the top names in the SPAC world still has two SPACs searching for targets. Chamath Palihapitiya’s Social Capital Hedosophia Holdings Corp IV and Social Capital Hedosophia Holdings Corp VI are SPACs that could perform well in the second half of 2021.\nIPOD has no rumors attached to it, while IPOF isrumoredto be bringing gym owner and Peloton Interactive rival Equinox public.\nIPOD raised $400 million and has the former CEO and co-founder of NextDoor to help pick a target.\nDick Costolo, the former CEO of Twitter Inc from 2010 to 2015, is helping the $1-billion IPOF select a target.\nPalihapitiya recently filed for four biotech SPACs. That could mean deals are close to being announced for IPOD and IPOF — or he could have six active SPACs searching for targets later this year.\nTrident Acquisitions Corp:One trend that has played out for SPACs in 2021 is that some well-known brands or companies trade better when they have the new name and ticker.\nThe same could happen for Lottery.com, which is merging with Trident Acquisitions Corp and will trade under new ticker LTRY.\nLottery.com has facilities in 12 states and plans to add six more in 2021, CEO Tony DiMatteo told Benzinga.\nA potential catalyst for the company is its acquisition of the sports.com domain and intentions to enter the sports betting market.DraftKings Inc CEO Jason Robins serves on the company’s advisory board.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606126441,"gmtCreate":1638844930247,"gmtModify":1638847969282,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","listText":"<a href=\"https://laohu8.com/S/DCRU.SI\">$DigiCore Reit USD(DCRU.SI)$</a>how to sell it since got the IPO via DBS?","text":"$DigiCore Reit USD(DCRU.SI)$how to sell it since got the IPO via DBS?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/606126441","isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164100690,"gmtCreate":1624176132010,"gmtModify":1631887936777,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"When u read that Apple is the riskiest tech stock…","listText":"When u read that Apple is the riskiest tech stock…","text":"When u read that Apple is the riskiest tech stock…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/164100690","repostId":"1183124175","repostType":4,"repost":{"id":"1183124175","kind":"news","pubTimestamp":1624151620,"share":"https://www.laohu8.com/m/news/1183124175?lang=&edition=full","pubTime":"2021-06-20 09:13","market":"us","language":"en","title":"Beware these risky tech stocks in your portfolio, strategist Parker warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1183124175","media":"cnbc","summary":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.Growth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.Adam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a f","content":"<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Beware these risky tech stocks in your portfolio, strategist Parker warns</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\">\nBeware these risky tech stocks in your portfolio, strategist Parker warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWLO":"Twilio Inc","AAPL":"苹果","NVDA":"英伟达","SQ":"Block","MCHP":"微芯科技"},"source_url":"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183124175","content_text":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.\nAdam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a few.\n“We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion, not earnings-based valuation,” Parker said in a note released Wednesday.\nTrivariate Research used a number of criteria to identify risky stocks, including low or negative correlation to inflation, high correlation to the economic reopening and high levels of company insiders selling their shares. The research firm then identified the eight riskiest names based on those measures.\n“Our view is that these are among the riskiest stocks to own today, so investors who own these names should have disproportionate upside to their base cases to compensate them for these risks,” Parker said.\nTake a look at five of the riskiest technology stocks, according to Trivariate.\nRISKIEST TECH STOCKS, ACCORDING TO TRIVARIATE\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\n\n\n\n\nMCHP\nMicrochip Technology Inc\n145.62\n-3.0686\n\n\nTWLO\nTwilio Inc\n367.61\n1.84\n\n\nSQ\nSquare Inc\n237.05\n0.39\n\n\nNVDA\nNVIDIA Corp\n745.55\n-0.0992\n\n\nAAPL\nApple Inc\n130.46\n-1.0092\n\n\n\nApple is on Trivariate’s list of riskiest stocks. The research firm identifies Apple as one of the stocks with the most negative correlation to inflation. Trivariate predicts that if bond yields rise or if fears of inflation continue, shares of Apple will underperform the market.\nNvidiaalso makes the list of risky tech stocks. Trivariate found the semiconductor stock has one of the most asymmetric beta — meaning the stock is consistently more volatile than the broader market during a market pullback compared with typical times.\nTrivariate also named payments companySquare, cloud communications platformTwilioand semiconductor manufacturerMicrochip Technologyamong the riskiest technology stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836703240,"gmtCreate":1629519549780,"gmtModify":1631887452297,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a>want to cry but tear has tried...","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX Technology(RLX)$</a>want to cry but tear has tried...","text":"$RLX Technology(RLX)$want to cry but tear has tried...","images":[{"img":"https://static.tigerbbs.com/334f8ac0ecb38cfddd0d611b0c2e60ea","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/836703240","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":160574966,"gmtCreate":1623803302855,"gmtModify":1631887936790,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>offloaded some at 28+. Time to regain the position?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>offloaded some at 28+. Time to regain the position?","text":"$Tiger Brokers(TIGR)$offloaded some at 28+. Time to regain the position?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/160574966","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182817788,"gmtCreate":1623562502344,"gmtModify":1631890799569,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Comment and Like","listText":"Comment and Like","text":"Comment and Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/182817788","repostId":"2143178871","repostType":4,"repost":{"id":"2143178871","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623527706,"share":"https://www.laohu8.com/m/news/2143178871?lang=&edition=full","pubTime":"2021-06-13 03:55","market":"sh","language":"en","title":"G7 source praises Biden after 'complete chaos' of Trump","url":"https://stock-news.laohu8.com/highlight/detail?id=2143178871","media":"Reuters","summary":"CARBIS BAY, England, June 12  - U.S. President Joe Biden brought a sharply different tone to the Group of Seven summit from his predecessor Donald Trump by allowing frank and collaborative discussion of global issues without sowing disruptive chaos, a source with knowledge of the discussions told Reuters.\"It used to be complete chaos,\" said the source. \"Before, we were on edge the entire, the whole time just trying to keep the G7 intact - and you don't have to worry about that now.\". \"You can ha","content":"<p>CARBIS BAY, England, June 12 (Reuters) - U.S. President Joe Biden brought a sharply different tone to the Group of Seven summit from his predecessor Donald Trump by allowing frank and collaborative discussion of global issues without sowing disruptive chaos, a source with knowledge of the discussions told Reuters.</p>\n<p>\"It used to be complete chaos,\" said the source. \"Before, we were on edge the entire, the whole time just trying to keep the G7 intact - and you don't have to worry about that now.\"</p>\n<p>\"You can have a frank discussion without having to start it off by saying: 'No. Russia is not going to come back into the G7,'\" the source said.</p>\n<p>The United States is back as a cooperative leader of the free world under Biden, France's Emmanuel Macron said earlier on Saturday, illustrating the relief felt by many key U.S. allies that the tumult of Trump's presidency is over.</p>\n<p>Macron's remark echoed that of British Prime Minister Boris Johnson who hailed Biden on Thursday as \"a big breath of fresh air\".</p>\n<p>Neither Macron nor Johnson drew an explicit parallel between Biden and Trump, though both praised Biden's distinctly cooperative tone and officials said there was relief after Trump at times shocked and bewildered many European allies.</p>\n<p>(Reporting by Guy Faulconbridge; editing by Michael Holden)</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>G7 source praises Biden after 'complete chaos' of Trump</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\">\nG7 source praises Biden after 'complete chaos' of Trump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-13 03:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CARBIS BAY, England, June 12 (Reuters) - U.S. President Joe Biden brought a sharply different tone to the Group of Seven summit from his predecessor Donald Trump by allowing frank and collaborative discussion of global issues without sowing disruptive chaos, a source with knowledge of the discussions told Reuters.</p>\n<p>\"It used to be complete chaos,\" said the source. \"Before, we were on edge the entire, the whole time just trying to keep the G7 intact - and you don't have to worry about that now.\"</p>\n<p>\"You can have a frank discussion without having to start it off by saying: 'No. Russia is not going to come back into the G7,'\" the source said.</p>\n<p>The United States is back as a cooperative leader of the free world under Biden, France's Emmanuel Macron said earlier on Saturday, illustrating the relief felt by many key U.S. allies that the tumult of Trump's presidency is over.</p>\n<p>Macron's remark echoed that of British Prime Minister Boris Johnson who hailed Biden on Thursday as \"a big breath of fresh air\".</p>\n<p>Neither Macron nor Johnson drew an explicit parallel between Biden and Trump, though both praised Biden's distinctly cooperative tone and officials said there was relief after Trump at times shocked and bewildered many European allies.</p>\n<p>(Reporting by Guy Faulconbridge; editing by Michael Holden)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143178871","content_text":"CARBIS BAY, England, June 12 (Reuters) - U.S. President Joe Biden brought a sharply different tone to the Group of Seven summit from his predecessor Donald Trump by allowing frank and collaborative discussion of global issues without sowing disruptive chaos, a source with knowledge of the discussions told Reuters.\n\"It used to be complete chaos,\" said the source. \"Before, we were on edge the entire, the whole time just trying to keep the G7 intact - and you don't have to worry about that now.\"\n\"You can have a frank discussion without having to start it off by saying: 'No. Russia is not going to come back into the G7,'\" the source said.\nThe United States is back as a cooperative leader of the free world under Biden, France's Emmanuel Macron said earlier on Saturday, illustrating the relief felt by many key U.S. allies that the tumult of Trump's presidency is over.\nMacron's remark echoed that of British Prime Minister Boris Johnson who hailed Biden on Thursday as \"a big breath of fresh air\".\nNeither Macron nor Johnson drew an explicit parallel between Biden and Trump, though both praised Biden's distinctly cooperative tone and officials said there was relief after Trump at times shocked and bewildered many European allies.\n(Reporting by Guy Faulconbridge; editing by Michael Holden)","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609979591,"gmtCreate":1638235098591,"gmtModify":1638235423954,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"AMD","listText":"AMD","text":"AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609979591","repostId":"2186262293","repostType":4,"repost":{"id":"2186262293","kind":"highlight","pubTimestamp":1638155027,"share":"https://www.laohu8.com/m/news/2186262293?lang=&edition=full","pubTime":"2021-11-29 11:03","market":"us","language":"en","title":"Better Semiconductor Stock: Nvidia or AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2186262293","media":"Motley Fool","summary":"Which high-growth chipmaker is the better all-around investment?","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Nvidia is profiting from the robust demand for GPUs in the gaming and data center markets.</li>\n <li>AMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&amp;D and manufacturing issues.</li>\n <li>One of these chipmakers has more catalysts than the other.</li>\n</ul>\n<p>Last December, I compared two of the market's hottest semiconductor stocks: <b>Nvidia</b> (NASDAQ:NVDA) and <b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p>\n<p>At the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against <b>Intel </b>(NASDAQ:INTC).</p>\n<p>However, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c23cc7b86d5f4cdb564f53ac3e85040\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>What I got wrong about Nvidia</h2>\n<p>I had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.</p>\n<p>Nvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.</p>\n<p>In the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.</p>\n<p>Analysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from <b>Softbank</b>, which could be stuck in regulatory limbo&nbsp;for the foreseeable future.</p>\n<h2>What I got wrong about AMD</h2>\n<p>AMD performed very well&nbsp;over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.</p>\n<p>AMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of <b>Sony</b>&nbsp;and <b>Microsoft</b>'s new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.</p>\n<p>Yet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.</p>\n<p>In the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.</p>\n<p>Analysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of <b>Xilinx</b> (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.</p>\n<h2>The valuations and upcoming challenges</h2>\n<p>Nvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.</p>\n<p>Nvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.</p>\n<p>AMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to <b>Taiwan Semiconductor Manufacturing</b> (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.</p>\n<p>That looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.</p>\n<p>AMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.</p>\n<h2>The winner: Nvidia</h2>\n<p>Both chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Semiconductor Stock: Nvidia or AMD</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\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\">\nBetter Semiconductor Stock: Nvidia or AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4512":"苹果概念","BK4543":"AI","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4527":"明星科技股","AMD":"美国超微公司","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4567":"ESG概念","NVDA":"英伟达","BK4529":"IDC概念"},"source_url":"https://www.fool.com/investing/2021/11/28/better-semiconductor-stock-nvidia-or-amd/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186262293","content_text":"Key Points\n\nNvidia is profiting from the robust demand for GPUs in the gaming and data center markets.\nAMD is selling more CPUs for the PC and server markets as Intel tries to resolve its R&D and manufacturing issues.\nOne of these chipmakers has more catalysts than the other.\n\nLast December, I compared two of the market's hottest semiconductor stocks: Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).\nAt the time, I said AMD was a better buy than Nvidia because I believed it was better insulated from macro headwinds, it would benefit from the arrivals of the new PlayStation 5 and Xbox Series consoles, and it would continue to grow its market share against Intel (NASDAQ:INTC).\nHowever, Nvidia's stock price has rallied nearly 150% since I wrote that article, while AMD's stock has only advanced about 70%. Let's take a fresh look at both chipmakers to see if I made the wrong call last year.\nIMAGE SOURCE: GETTY IMAGES.\nWhat I got wrong about Nvidia\nI had expected Nvidia's gaming and data center GPU businesses, which both experienced strong growth during the pandemic, to lose their momentum as the pandemic passed, people played fewer games, and data centers faced less pressure to upgrade their AI-processing servers. But that slowdown never happened.\nNvidia's revenue rose 53% to $16.7 billion in fiscal 2021, which ended back in January. That growth was led by its gaming and data center businesses, which easily offset the slower growth of its auto, professional visualization, and OEM businesses. Its adjusted gross margin expanded 310 basis points to 65.6%, while its adjusted net income surged 75% to $6.3 billion.\nIn the first nine months of fiscal 2022, Nvidia's revenue grew 65% year over year to $19.3 billion. Its gaming and data center businesses continued to grow, while its auto, professional visualization, and OEM segments all recovered as the pandemic-related headwinds waned. Its data center business also benefited from its takeover of the data center networking equipment maker Mellanox last April. Its adjusted gross margin rose 90 basis points year over year to 66.6%, and its adjusted net income jumped 83% to $7.9 billion.\nAnalysts expect Nvidia's revenue and earnings to grow 60% and 74%, respectively, for the full year. Those estimates notably don't factor in the potential success or failure of its $40 billion takeover bid for Arm Holdings from Softbank, which could be stuck in regulatory limbo for the foreseeable future.\nWhat I got wrong about AMD\nAMD performed very well over the past year, but it didn't actually gain much ground against Intel in the CPU market. Between the fourth quarters of 2020 and 2021, Intel's market share rose from 61.5% to 62.1%, according to PassMark, while AMD's share dipped from 38.5% to 37.8%.\nAMD's share of the discrete GPU market also dipped from 20% to 17% between the third quarters of 2020 and 2021, according to JPR. Nvidia's share rose from 80% to 83%. AMD benefited from robust sales of Sony and Microsoft's new gaming consoles this year, but the ongoing supply chain shortages are capping those gains.\nYet AMD continues to grow. Last year, its revenue rose 45% to $9.76 billion, Its adjusted gross margin expanded two percentage points to 45%, and its adjusted net income more than doubled to $1.58 billion.\nIn the first nine months of 2021, its revenue grew 78% year-over-year to $11.6 billion, its adjusted gross margin rose from 44% to 47%, and its adjusted net income soared 146% to $2.31 billion. It attributed most of that growth to robust sales of its Ryzen CPUs for PCs and Epyc CPUs for servers.\nAnalysts expect AMD's revenue and adjusted earnings to increase 65% and 104%, respectively, for the full year. Those estimates don't include its planned purchase of Xilinx (NASDAQ:XLNX), which will complement its Eypc data center business with programmable chips.\nThe valuations and upcoming challenges\nNvidia trades at 62 times forward earnings, while AMD has a lower forward price-to-earnings ratio of 46. Analysts expect both chipmakers to generate slower growth next year, but Nvidia might have more catalysts than AMD.\nNvidia's core GPU business remains far ahead of AMD's, and the secular strength of the gaming and data center markets -- along with the recovery of its smaller end markets -- should support its long-term growth.\nAMD is still a thorn in Intel's side, and it remains ahead of its larger CPU rival in the \"process race\" to create smaller and more advanced chips because it outsources its production to Taiwan Semiconductor Manufacturing (NYSE:TSM). However, that balance could eventually shift as Intel doubles down on its own first-party manufacturing efforts and tries to catch up to TSMC.\nThat looming threat, along with intense competition from Nvidia in the GPU market, could be preventing investors from paying a higher premium for AMD's stock, even though it's growing at a comparable rate as Nvidia.\nAMD's planned takeover of Xilinx, which mirrors Intel's takeover of Altera six years ago, is also arguably more important to its long-term growth plans than Nvidia's planned purchase of Arm -- which would merely complement its existing business with new CPU design and licensing capabilities.\nThe winner: Nvidia\nBoth chipmakers are still great long-term growth plays. However, Nvidia clearly looks like the stronger investment than AMD right now -- even though it trades at significantly higher valuations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840297917,"gmtCreate":1635647897861,"gmtModify":1635647897939,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840297917","repostId":"2179226336","repostType":4,"repost":{"id":"2179226336","kind":"highlight","pubTimestamp":1635644521,"share":"https://www.laohu8.com/m/news/2179226336?lang=&edition=full","pubTime":"2021-10-31 09:42","market":"hk","language":"en","title":"Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits","url":"https://stock-news.laohu8.com/highlight/detail?id=2179226336","media":"Market watch","summary":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Go","content":"<p>Supply-chain and staffing issues will bring down the growth rates a bit for <a href=\"https://laohu8.com/S/AAPL\">Apple</a> and Amazon, but Google and <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> are still headed for huge holiday seasons to wrap up the year</p>\n<p>Big Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> Inc. could mean a profit decline.</p>\n<p>The fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.</p>\n<p>While revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.</p>\n<p><b>Full earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half</b></p>\n<p>But two other members of the five-headed Big Tech monster are poised to outperform previous expectations. <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.</p>\n<p>“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”</p>\n<p><b>More from Therese:Apple’s ad-megeddon is affecting Snap, <a href=\"https://laohu8.com/S/FB\">Facebook</a> and Google differently</b></p>\n<p>This compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&amp;P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.</p>\n<p>Net income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&amp;P 500 will see better far earnings growth of 21.15%</p>\n<p>And if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.</p>\n<p>For the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.</p>","source":"market_watch","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>Opinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits</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\">\nOpinion: Big Tech is still headed for its biggest year ever, but Apple and Amazon could cut into fourth quarter profits\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-31 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/><strong>Market watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still ...</p>\n\n<a href=\"https://www.marketwatch.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.marketwatch.com/","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2179226336","content_text":"Supply-chain and staffing issues will bring down the growth rates a bit for Apple and Amazon, but Google and Microsoft are still headed for huge holiday seasons to wrap up the year\nBig Tech is still on track forits biggest year of sales ever by a wide distance, but holiday issues at Apple Inc. and Amazon.com Inc. could mean a profit decline.\nThe fourth quarter is definitely going to be lighter than Wall Street had previously expected,because of constraints that both AppleAAPL,-1.82%and AmazonAMZN,-2.15%talked about Thursday in the global supply chain, which are affecting their ability to meet the strong consumer demand for their products.\nWhile revenue for both the full year and fourth quarter of 2021 is expected to see strong double-digit growth again, net income is going to take a huge hit for both the year and the quarter, depending on how much money Amazon ends up spending.\nFull earnings coverage:Apple sales missedandAmazon’s earnings were nearly cut in half\nBut two other members of the five-headed Big Tech monster are poised to outperform previous expectations. Alphabet Inc.GOOG,+1.47%GOOGL,+1.51%is now expected to see the biggest growth in sales — Wall Street is forecasting total revenue for Alphabet to grow about 26% to around $71.8 billion, before deducting traffic acquisition costs (TAC), in the December quarter. Google’s ad business was mostly undeterred by the changes in Apple’s privacy settings for the iPhone that afflicted other internet companies.\n“With many investors looking outside of U.S. internet given the plethora of potential headwinds (IDFA, supply chain) and negative media headlines, Google kept the course and did what they needed to do,” said Bernstein Research analyst Mark Shmulik in a note to clients. “The 3Q print isn’t the massive blowout many of you have perhaps grown accustomed to these past few quarters, but it also wasn’t a miss.”\nMore from Therese:Apple’s ad-megeddon is affecting Snap, Facebook and Google differently\nThis compares to projected revenue growth rates for the fourth quarter in the teens for Amazon (10%), Facebook Inc.FB,+2.10%(19%) and Microsoft Corp.MSFT,+2.24%(17.5%). All of these growth rates, with the exception of Amazon, are still better than the S&P 500SPX,+0.19%projected revenue growth of 11.65% for the fourth quarter. Combined, the calendar fourth quarter revenue for these five companies is forecast at $412.2 billion, up 16.2% from $354.5 billion a year ago.\nNet income, though, will be down to single-digit growth, thanks to Amazon’s hefty spending on product fulfillment, including big employee hires. The combined net income of the Big Five for the fourth quarter is projected at $79.9 billion, a bump up of only 2.7% from $77.8 billion in the year ago quarter. The S&P 500 will see better far earnings growth of 21.15%\nAnd if there is a miss overall, we could see a decline on the year. Net income is expected to only be up very slightly right now, just over 1% to $228.3 billion from $224.8 billion for calendar 2020.That’s also much lower than the projections at mid-year,of net income coming in right around $300 billion, and could even come in flat to down, based on Amazon’s potential-downside forecast and any other surprise issues that come up for others in the Big 5.\nFor the full year 2021, including recent changes to estimates after Thursday’s shortfalls, combined revenue for Alphabet, Amazon, Apple, Facebook and Microsoft is now expected to reach approximately $1.398 trillion, based on Factset estimates. That will still put 2021 on track to be Big Tech’s biggest year ever, with growth of 26.9% from $1.102 trillion in calendar 2020.\nInvestors may have seen the best times in tech already this year and until the global supply chain issues are resolved, the consumer-focused companies are probably going to be too volatile to really depend on. Tech is a varied sector, though, and the color in last week’s earnings calls suggested companies are still spending andshould sustain enterprise tech names through the choppy fourth-quarter waters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155314948,"gmtCreate":1625375388984,"gmtModify":1631887936729,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155314948","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164705301,"gmtCreate":1624235375203,"gmtModify":1631887936767,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"HoDL~","listText":"HoDL~","text":"HoDL~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/164705301","repostId":"1148576248","repostType":4,"repost":{"id":"1148576248","kind":"news","pubTimestamp":1623979883,"share":"https://www.laohu8.com/m/news/1148576248?lang=&edition=full","pubTime":"2021-06-18 09:31","market":"us","language":"en","title":"NIO Is Winning","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576248","media":"seekingalpha","summary":"NIO is #1 in China's electric SUV market for good reason.The company's success is driven by its brilliant innovations and marketing strategy.NIO is growing faster than Tesla, and yet, it is trading at a discount.NIO Inc.  stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla .In ","content":"<p><b>Summary</b></p>\n<ul>\n <li>NIO is #1 in China's electric SUV market for good reason.</li>\n <li>The company's success is driven by its brilliant innovations and marketing strategy.</li>\n <li>NIO is growing faster than Tesla, and yet, it is trading at a discount.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/790fae23b830463fec748d2deb2ce336\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>PonyWang/E+ via Getty Images</span></p>\n<p>NIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).</p>\n<p>In addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.</p>\n<p><b>Business: Why NIO Wins</b></p>\n<p>NIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.</p>\n<p>Delivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/443e2773f70c00c6faac8ca063e978a5\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Leveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.</p>\n<p>Today, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.</p>\n<p>One of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.</p>\n<p>NIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b25fbb85bffd39310cd27cbb2bde57a\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Another differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad41c960ce02f1e3f3e7575ac00beee0\" tg-width=\"640\" tg-height=\"350\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>Chinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.</p>\n<p>China is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.</p>\n<p>Buying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a73482aa0431694b760ab5c2d0aa6f53\" tg-width=\"640\" tg-height=\"211\" referrerpolicy=\"no-referrer\"><span>Source: Company</span></p>\n<p>The company is pushing the envelope even further with&nbsp;NIO House, a literal clubhouse for customers, and&nbsp;NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be&nbsp;working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.</p>\n<p><b>Financials &amp; Valuation</b></p>\n<p>NIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.</p>\n<p>The company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.</p>\n<p>However, despite the cash burn expected in 2021, investors should feel at ease since the company exited&nbsp;2020&nbsp;with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.</p>\n<p>Since NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).</p>\n<p><b>Risks</b></p>\n<p>There are many risks associated with owning NIO.</p>\n<p>Although its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.</p>\n<p>NIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.</p>\n<p>NIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.</p>\n<p>Auto OEMs are currently facing a severe chip&nbsp;shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.</p>\n<p>NIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.</p>\n<p><b>Takeaway</b></p>\n<p>NIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.</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>NIO Is Winning</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\">\nNIO Is Winning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435341-nio-is-winning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is...</p>\n\n<a href=\"https://seekingalpha.com/article/4435341-nio-is-winning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4435341-nio-is-winning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576248","content_text":"Summary\n\nNIO is #1 in China's electric SUV market for good reason.\nThe company's success is driven by its brilliant innovations and marketing strategy.\nNIO is growing faster than Tesla, and yet, it is trading at a discount.\n\nPonyWang/E+ via Getty Images\nNIO Inc. (NYSE:NIO) stands out for its strong market position- #1 market share in electric SUV in China- and innovation in the rapidly growing and highly competitive electric vehicle industry. This article will discuss why NIO is winning against some stiff competition, including against Tesla (TSLA).\nIn addition, we will discuss NIO's business, financials, trading, valuation, and risks so readers could reach their own informed decision.\nBusiness: Why NIO Wins\nNIO positions itself in the premium SUV segment, focusing on smart EVs with a differentiated battery strategy.\nDelivered in March 2019, the company's first model, the ES8, is a luxury 7-seater SUV that is still the company's flagship product today. The ES8 is equipped with ADAS and AI system [NOMI] and is comparable to the BYD Song, Tesla Model X, the Audi Q7 45 e-Tron, etc.\nSource: Company\nLeveraging the installed base and customer goodwill due to the highly successful ES8, NIO successfully launched the ES6 and EC6.Recently, the company launched the ET7, its first sedan.\nToday, NIO is the top-selling brand in China's all-electric SUV market in April with a 23% market share, higher than Tesla's 17%, WM Motor and XPeng Motors'(NYSE:XPEV)7%, according to China Automotive Technology and Research Center data.\nOne of the biggest competitive differentiators is NIO'sbattery strategy, which all but eliminates range anxiety, one of the biggest barriers to mass EV adoption. Not only could NIO cars be charged at any charging station for EVs, but the company also built hundreds of battery swapping stations in key cities in China, with plans to expanding to Europe.\nNIO's battery swapping strategy also gives the company the ability to offer a battery-as-a-service [BaaS] solution, which reduces the upfrontcostof purchasing an NIO vehicle by ~$11,000. Since cost is another major barrier to mass EV adoption, NIO's battery strategy appears brilliant as it solves both the range and cost problems.\nSource: Company\nAnother differentiator is the NIO brand, which management created brilliantly by introducing the EP9 in 2016. Six EP9s have been sold to NIO investors for 2.5 million pounds, creating an aura of exclusivity and quality around the brand. Next, NIO targeted the mass-market luxury SUV segment with the ES8, firmly establishing the company as a luxury car OEM.\nSource: Company\nChinese companies must struggle against the common perception that they make low-quality products. This is the same perception issue that Japanese companies faced following their defeat after WW2. Japan solved this problem by moving up the value chain as their economy matured and creating high-quality brands such as Sony(NYSE:SONY). Today, Japan is known for its craftsmanship.\nChina is following the same trajectory, and NIO is one of the emerging brands destroying the perception that \"made in China\" equates to poor quality. I strongly believe that investors who stubbornly hold on to that old perception will miss out on investing in some of the greatest brands the world will ever see.\nBuying an NIO car means much more than just getting a vehicle; it means getting into an exclusive club of services and convenience. Benefits include access to hundreds of swapping stations, lifetime free roadside rescue (including charge vans), lifetime free cellular connectivity, lifetime free warranty, and excellent customer service. This is a powerful selling point for NIO, differentiating it from Tesla, which hasrecentlydeveloped a poor reputation on the customer service front in China.\nSource: Company\nThe company is pushing the envelope even further with NIO House, a literal clubhouse for customers, and NIO Life, which includes NIO branded lifestyle products. NIO's effort to build a lifestyle around its cars seems to be working. This is good news for investors because the only way to escape the competitive battlefield of automobile OEM is to sell services and lifestyles to customers. This is why Ferrari's (RACE) operating margin is well over 20%, while Ford (F) and General Motors (GM) are in the single digits.\nFinancials & Valuation\nNIO is in hyper-growth mode. In 2020, the company generated $2.5 billion in revenue, up 126% y/y. In 2021, the company is expected to grow 117% y/y to $5.4 billion.\nThe company is not yet profitable but is expected to be by 2022. Gross margin only turned positive in 2020 and is expected to be 19.3% in 2021. EBITDA is expected to be negative $258 million in 2021 and a positive $206 million in 2022. Free cash flow is expected to be negative $42 million in 2021 before turning to a positive $354 million in 2022.\nHowever, despite the cash burn expected in 2021, investors should feel at ease since the company exited 2020 with $5.9 billion of cash and cash equivalents. Including $600 million in short-term investments and subtracting ~$2.1 billion in debt and operating leases and the expected negative free cash flow in 2021, NIO should exit 2021 with over $4 billion in net cash and investments. That is plenty of buffers since NIO is expected to generate positive free cash flow in 2022.\nSince NIO is not yet profitable, we will look at the forward EV/Sales multiple as is typical for hyper-growth companies not yet generating a profit. The company went public in September 2018, trading at around 7 to 8 times EV/Sales, before bottoming out at around 0.7 times sales in May 2019. The market, however, caught the EV fever in April 2020 and sent NIO's valuation soaring to a peak of 14.6x by January 2021. After the growth sell-off we recently experienced, NIO is currently sitting at a much more reasonable 8 times forward sales. This is a significant discount to TSLA's 10.2 times forward EV/Sales despite growing twice as fast (TSLA is expected to grow revenues by 57% in 2021 compared to NIO's 117%).\nRisks\nThere are many risks associated with owning NIO.\nAlthough its battery swapping strategy is highly differentiated and seems to be growing rapidly, the jury is still out on the ultimate market share of battery swapping or fast-charging infrastructure. If fast charging technology continues to advance significantly, it will likely erode a key advantage of battery swapping: speed.\nNIO's business model is innovative and new. Unfortunately, the flip side of that is that it is untested, and NIO remains unprofitable. For many investors, NIO will remain a \"show me\" story until the profitability of its business model improves.\nNIO's ability to expand globally may be limited by the rising geopolitical tension between China and the US, and to a lesser extent, with Japan and Europe. The geopolitical situation remains highly opaque and uncertain, and is a risk factor for all auto OEMs.\nAuto OEMs are currently facing a severe chip shortage. In addition, the chip density in automobiles is increasing, making the OEMs increasingly reliant on semiconductor suppliers and foundries.\nNIO's competitive advantages may not overcome the massive scale advantage of ICE OEMs and much bigger EV players like Tesla and China's BYD.\nTakeaway\nNIO's technical and business model innovations make it a highly differentiated company in the exciting and rapidly growing EV market. The company is winning, and its competitive moat is getting bigger as its ecosystem of vehicles and services grows. Relative to the industry leader, Tesla, NIO's stock price seems like a bargain given its faster growth rate and lower multiples.","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185979661,"gmtCreate":1623631880553,"gmtModify":1631890799565,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$Tencent Music(TME)$</a>will it ever go back to pre-archaegoes time?","listText":"<a href=\"https://laohu8.com/S/TME\">$Tencent Music(TME)$</a>will it ever go back to pre-archaegoes time?","text":"$Tencent Music(TME)$will it ever go back to pre-archaegoes time?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/185979661","isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575160416881067","authorId":"3575160416881067","name":"doudoumi","avatar":"https://static.tigerbbs.com/dd635ed2947aaad766fa7044d43cc429","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3575160416881067","idStr":"3575160416881067"},"content":"会的，还好卖了","text":"会的，还好卖了","html":"会的，还好卖了"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126403583,"gmtCreate":1624580455542,"gmtModify":1631887936752,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/126403583","repostId":"2146023477","repostType":4,"repost":{"id":"2146023477","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624575912,"share":"https://www.laohu8.com/m/news/2146023477?lang=&edition=full","pubTime":"2021-06-25 07:05","market":"us","language":"en","title":"Nasdaq and S&P 500 end at record highs; Dow rallies","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023477","media":"Reuters","summary":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the ","content":"<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</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>Nasdaq and S&P 500 end at record highs; Dow rallies</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\">\nNasdaq and S&P 500 end at record highs; Dow rallies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-25 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 24 (Reuters) - The Nasdaq and the S&amp;P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.</p>\n<p>With massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.</p>\n<p>Construction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.</p>\n<p>\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.</p>\n<p>Fueling the S&amp;P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.</p>\n<p>Mega-caps <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc each gained more than 1%, and were also among the biggest boosts to the S&amp;P 500 and the Nasdaq.</p>\n<p>Microsoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.</p>\n<p>Initial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.</p>\n<p>The Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.</p>\n<p>So far this month, the S&amp;P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.</p>\n<p>The Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&amp;P 500 gained 0.58% to 4,266.49.</p>\n<p>The Nasdaq Composite climbed 0.69% to 14,369.71.</p>\n<p>Volume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 technology, healthcare and communication services sector indexes hit record highs.</p>\n<p>So far in 2021, the S&amp;P 500 has gained almost 14%, beating the Nasdaq's 11% rise.</p>\n<p>Eli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.</p>\n<p>In response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.</p>\n<p>MGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"</p>\n<p>Accenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","MSFT":"微软","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SPY":"标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146023477","content_text":"June 24 (Reuters) - The Nasdaq and the S&P 500 indexes closed at record highs on Thursday, with the Dow also jumping almost 1% after U.S. President Joe Biden embraced a bipartisan Senate infrastructure deal.\nWith massive fiscal stimulus helped the U.S. economy grow at a 6.4% annualized rate in the first quarter, investors have been banking on an infrastructure agreement that could steer the next leg of the recovery for the world's largest economy and fuel more stock gains.\nConstruction and mining equipment maker Caterpillar and aerospace firm Boeing both jumped more than 2%, helping lift the Dow Jones Industrial Average.\n\"In the short term, I think there will be some 'buy the rumor and sell the news' in materials and industrials, but as we start to see more details come out about how the money will be spent, I think we will get a continued benefit,\" said Sal Bruno, chief investment officer at IndexIQ in New York.\nFueling the S&P 500's gains more than any other stock, Tesla Inc rose 3.5% after Chief Executive Officer Elon Musk said he would list SpaceX's space internet venture, Starlink, when its cash flow is reasonably predictable, adding that Tesla shareholders could get preference in investing.\nMega-caps PayPal and Facebook Inc each gained more than 1%, and were also among the biggest boosts to the S&P 500 and the Nasdaq.\nMicrosoft added 0.5% and ended with a market capitalization above $2 trillion for its first time.\nInitial claims for state unemployment benefits fell 7,000 to 411,000 for the week ended June 19, the Labor Department said on Thursday, but were still higher than the 380,000 that economists had forecast.\nThe Commerce Department said the economy grew at a 6.4% rate last quarter, unrevised from the estimate published in May.\nSo far this month, the S&P 500 growth index has climbed almost 4%, outperforming the value index's 2% drop.\nThe Dow Jones Industrial Average rose 0.95% to end at 34,196.82 points, while the S&P 500 gained 0.58% to 4,266.49.\nThe Nasdaq Composite climbed 0.69% to 14,369.71.\nVolume on U.S. exchanges was 9.2 billion shares, less than the 11.0 billion average over the last 20 trading days.\nThe S&P 500 technology, healthcare and communication services sector indexes hit record highs.\nSo far in 2021, the S&P 500 has gained almost 14%, beating the Nasdaq's 11% rise.\nEli Lilly and Co jumped 7.3% to a record high after the drugmaker said it would apply for the U.S. Food and Drug Administration's accelerated approval for its experimental Alzheimer's drug this year.\nIn response, Biogen Inc , which received a controversial approval for its Alzheimer's drug aducanumab earlier this month, tumbled 6.1%.\nMGM Resorts International rose 2.2% after Deutsche Bank upgraded the casino operator's stock to \"buy\" from \"hold.\"\nAccenture Plc gained 2.1% after the IT consulting firm raised its full-year revenue forecast.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.29-to-1 ratio; on Nasdaq, a 2.44-to-1 ratio favored advancers.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 105 new highs and 27 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182811066,"gmtCreate":1623562104555,"gmtModify":1631890799572,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Dangerous stuft","listText":"Dangerous stuft","text":"Dangerous stuft","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182811066","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","kind":"news","pubTimestamp":1623537503,"share":"https://www.laohu8.com/m/news/1185020128?lang=&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDCE":"PDC Energy","BBBY":"3B家居"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179186724,"gmtCreate":1626493238368,"gmtModify":1631887936691,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"lost more than 50%, waiting for a little bounce before cutting it off for good","listText":"lost more than 50%, waiting for a little bounce before cutting it off for good","text":"lost more than 50%, waiting for a little bounce before cutting it off for good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/179186724","repostId":"152489347","repostType":1,"repost":{"id":152489347,"gmtCreate":1625326879589,"gmtModify":1631893949539,"author":{"id":"3566391244874682","authorId":"3566391244874682","name":"DAVIDWU","avatar":"https://static.tigerbbs.com/f1b7530028af75dc332a97a709903665","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566391244874682","idStr":"3566391244874682"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01727\">$河北建设(01727)$</a>请问高手这个股是收还是放，谢谢指点","listText":"<a href=\"https://laohu8.com/S/01727\">$河北建设(01727)$</a>请问高手这个股是收还是放，谢谢指点","text":"$河北建设(01727)$请问高手这个股是收还是放，谢谢指点","images":[{"img":"https://static.tigerbbs.com/9c3fc82ff9b263a1512d7928c82ba393","width":"960","height":"1664"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152489347","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144494972,"gmtCreate":1626309145196,"gmtModify":1631887936701,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"pfizer is a dividend company?","listText":"pfizer is a dividend company?","text":"pfizer is a dividend company?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144494972","repostId":"145756281","repostType":1,"repost":{"id":145756281,"gmtCreate":1626248898240,"gmtModify":1626248898240,"author":{"id":"3479274792179683","authorId":"3479274792179683","name":"lindsay877","avatar":"https://static.laohu8.com/picture138","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479274792179683","idStr":"3479274792179683"},"themes":[],"htmlText":"To all the cry babies: Pfizer is a $223 billion company with 5 billion shares outstanding and pays a 4% dividend.Moderna is a 93 billion company with 500 million shares and pays NO dividend.Vaccines are typically not profitable for pharma. Do your own DD and stop crying.But I also feel your frustration. Seems like it should be doing better..&nbsp;&nbsp;<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>","listText":"To all the cry babies: Pfizer is a $223 billion company with 5 billion shares outstanding and pays a 4% dividend.Moderna is a 93 billion company with 500 million shares and pays NO dividend.Vaccines are typically not profitable for pharma. Do your own DD and stop crying.But I also feel your frustration. Seems like it should be doing better..&nbsp;&nbsp;<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> <a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>","text":"To all the cry babies: Pfizer is a $223 billion company with 5 billion shares outstanding and pays a 4% dividend.Moderna is a 93 billion company with 500 million shares and pays NO dividend.Vaccines are typically not profitable for pharma. Do your own DD and stop crying.But I also feel your frustration. Seems like it should be doing better.. $Moderna, Inc.(MRNA)$ $Pfizer(PFE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145756281","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141423579,"gmtCreate":1625886735391,"gmtModify":1631887936714,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"been dropping since last bought 2 months ago","listText":"been dropping since last bought 2 months ago","text":"been dropping since last bought 2 months ago","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/141423579","repostId":"140050847","repostType":1,"repost":{"id":140050847,"gmtCreate":1625620677389,"gmtModify":1631887399506,"author":{"id":"3582898925862392","authorId":"3582898925862392","name":"GladysLim","avatar":"https://static.tigerbbs.com/47634596f1a08b7c12df9e1bd9a9ca3a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582898925862392","idStr":"3582898925862392"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>patience… patience…&nbsp;","listText":"<a href=\"https://laohu8.com/S/03067\">$ISHARESHSTECH(03067)$</a>patience… patience…&nbsp;","text":"$ISHARESHSTECH(03067)$patience… patience…","images":[{"img":"https://static.tigerbbs.com/fbbb56eba846fdd3f1f03cf152019fe1","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140050847","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182817271,"gmtCreate":1623562476893,"gmtModify":1631890799571,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Great. Need people to work","listText":"Great. Need people to work","text":"Great. Need people to work","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182817271","repostId":"2143788707","repostType":4,"repost":{"id":"2143788707","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623530820,"share":"https://www.laohu8.com/m/news/2143788707?lang=&edition=full","pubTime":"2021-06-13 04:47","market":"hk","language":"en","title":"How tech companies are bringing workers back to the office: Slowly and with 'social' incentives","url":"https://stock-news.laohu8.com/highlight/detail?id=2143788707","media":"Dow Jones","summary":"'The claims that \"the office is dead\" are over-hyped,' Twilio executive says. 'The truth is that the","content":"<p>'The claims that \"the office is dead\" are over-hyped,' Twilio executive says. 'The truth is that the reasons people come into the physical office are changing.'</p>\n<p>As they return to work, employees of website platform Contentful Inc. are getting an eyeful of their new offices in Berlin and Denver and a realigned headquarters in San Francisco, which include hallmarks of the post-pandemic workplace -- a theater in Berlin and group rooms in San Francisco that are devoted to interactive meetings, with kitchen space doubled.</p>\n<p>\"We think the office is a social place first,\" Contentful Chief Executive Steve Sloan told MarketWatch. \"The office is where the great ideas are hatched -- especially in an idea-centric economy.\"</p>\n<p>Millions of tech workers are slowly making the migration back to offices as millions become fully vaccinated and states lift restrictions. At Contentful, all 550 employees, including Sloan, will continue to work from home most of the time, and occasionally venture into the office for socializing and collaboration.</p>\n<p>But many of those returning may not recognize the new digs, which are largely being designed to foster a nexus of ideas shared in theater-like settings and socially-distanced conference rooms, with specialized break-out areas for brainstorming and socializing. Workers will need to get used to the new office lingo of dynamic spaces and hoteling.</p>\n<p>\"It's about going into the tunnel, and coming out of the tunnel,\" VMware Chief Operating Officer Sanjay Poonen told MarketWatch, about a conservative return to the office. \"This is sort of like a traffic jam -- you slow down, and then gradually regain speed. We will get back to normalcy.\"</p>\n<p>Tech companies -- among the first to ask employees to work from home during the pandemic -- are leading the return to the office by the fall. Their reopening plans offer a glimpse into office life of the next few years, with a heavy emphasis on a hybrid work model and three-day work weeks onsite, as well as no vaccine requirements. California's COVID-19 state of emergency order will remain in place beyond June 15, despite plans to fully reopen the state's economy on that date, Gov. Gavin Newsom said Friday.</p>\n<p>\"Three days a week [in the office] is the new five,\" <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a>. (TWLO) Chief People Officer Christy Lake told MarketWatch, noting that 77% of the company's employees said they miss the office. \"The claims that 'the office is dead' are over-hyped. The truth is that the reasons people come into the physical office are changing.\"</p>\n<p>Dynamic spaces will occupy a key part of Twilio's plans. The San Francisco-based company has revamped offices with specific areas for open collaboration, community and socializing, heads-down work, and flexible multipurpose spaces, said Lake, who added that some employees will trickle back to Twilio's Bay Area offices beginning July 14. Employees have the option of working from home throughout the year.</p>\n<p>Pre-pandemic, many in Silicon Valley were already on the path to a hybrid situation. Advances in videoconferencing technology and bandwidth had given them the luxury of working from home several days a week to avoid car-choked freeways. And employers were OK with the arrangement to scoop up talent from across the country. What COVID did was accelerate a work trend that was already clearly in motion, said Heather Kernahan, global CEO at PR agency Hotwire.</p>\n<p>\"It's not going 'back to work.' We've been working hard,\" Kernahan said. \"Thoughtful working is what you do, not where you go.\"</p>\n<p>An exodus back to the office is likely to occur by September, based on data collected by real-estate company Savills, which surveyed more than 120 tech companies in March. More than half said they expect to be back in the office by the third quarter of this calendar year.</p>\n<p>Silicon Valley's largest employers, sitting on millions of square feet of land they own, have been particularly aggressive in dictating when workers get back. How that pans out in an era when employees are increasingly outspoken about work conditions, including the option to work exclusively from home, bears watching, say labor experts.</p>\n<p>While employees at smaller companies have overwhelmingly shown a preference to return, those at Apple and other behemoths aren't so sure, given the large number of people congregating in <a href=\"https://laohu8.com/S/AONE\">one</a> place.</p>\n<p>Shortly after Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> pronounced employees must work in the office at least three days a week (Monday, Tuesday and Thursday) beginning in early September -- including at Apple Park, the futuristic \"spaceship\"-like headquarters in Cupertino, Calif., that the company spent an estimated $5 billion to design and build -- some workers pushed back.</p>\n<p>\"We would like to take the opportunity to communicate a growing concern among our colleagues,\" Apple employees said in a letter to Apple CEO Tim Cook. \"That Apple's remote/location-flexible work policy, and the communication around it, have already forced some of our colleagues to quit. Without the inclusivity that flexibility brings, many of us feel we have to choose between either a combination of our families, our well-being, and being empowered to do our best work, or being a part of Apple.\"</p>\n<p>Google parent Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) said it expects about 20% of its workforce to remain fully remote this fall , while 60% will work a hybrid office/home mix.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) employees have returned to a 10% maximum capacity at corporate headquarters in Menlo Park, Calif., and other select San Francisco Bay Area offices. Facebook is likely to fully reopen most U.S. offices by October, and non-remote employees will work in offices at least half the time. The company and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR) have said employees will be allowed to permanently work from home if their jobs allow for it.</p>\n<p>MarketWatch talked to at least 20 companies, and a handful, including Twilio and Box, require employees to be vaccinated before returning to the office. Facebook and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, for example, only encourage employees to vaccinate.</p>\n<p>Others, however, have taken a more measured approach.</p>\n<p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc. <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a> reopened its first U.S. office, the Salesforce <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> headquarters in San Francisco, in May. Offices in Palo Alto, Calif., and Irvine, Calif, will follow in the coming months. At the same time, the company extended the option for all employees to continue to work from home through the end of 2021.</p>\n<p><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a> (OKTA) is shifting from large, campus-type locations serving regions to distributed offices based on where employees live. The new offices will function like Apple stores -- an \"experiential place\" where customers and partners can learn about products and chat with experts, and employees can collaborate as needed, an Okta spokeswoman told MarketWatch.</p>\n<p><a href=\"https://laohu8.com/S/BOX\">Box Inc</a>. <a href=\"https://laohu8.com/S/BOX.UK\">$(BOX.UK)$</a> is opening its San Francisco office in mid-July and its Redwood City, Calif., headquarters in early August at limited capacity, per local regulations. What its workers will encounter is a mix of assigned desks and hoteling, a form of office management in which workers schedule their use of desks, cubicles and offices. But travel remains prohibited until at least later this summer, and quarterly all-hands meetings will remain virtual through Feb. 1, 2022.</p>\n<p>Hewlett Packard Enterprise Co. <a href=\"https://laohu8.com/S/HPE\">$(HPE)$</a> has divided its workforce into two classes: \"Edge\" workers will come to the office with their laptops once or twice a week for meetings, collaboration and culture. \"Office\" workers will maintain dedicated work stations and come to the office most days.</p>\n<p>German software giant SAP (SAP.XE), which has a Palo Alto, Calif., campus, opened its offices in late April at less than 5% daily capacity for \"employees who choose to return to the office for business critical needs,\" a spokesperson said.</p>\n<p>Then there are outliers like VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, where few employees currently work onsite. The company is offering employees the choice to permanently work from home as part of a digital-first approach. VMware prohibits meetings and events of more than 10 people at the office -- a policy that will remain in effect until at least July 30. Few employees are currently working at the office, according to the company.</p>\n<p>Boatsetter Inc., an online platform for boat rentals in Florida, went to the extreme and shed 6,000 feet of office space.</p>\n<p>Whether employees are entirely open to the idea of returning full-time in the foreseeable future is another matter.</p>\n<p>About <a href=\"https://laohu8.com/S/AONE.U\">one</a> in three (34%) working from home said they would look for a new job if forced to be in the office full time, and nearly half (49%) prefer a hybrid arrangement, according to a Robert Half poll of 1,000 U.S. workers in March .</p>\n<p>\"After a year of drastic change, many business leaders are eager to restore a sense of normalcy and welcome staff back to the office,\" said Paul McDonald, senior executive director at Robert Half. \"But reopening doors will bring new obstacles for companies to navigate. Not all employees will be ready -- or willing -- to return to the workplace, so staying flexible and responsive to their needs will be critical.\"</p>\n<p>Nearly nine in 10 employees (89%) say they want to be allowed to work remotely some or all of the time, according to a survey of almost 209,000 people in 190 countries by Boston Consulting Group and The Network.</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>How tech companies are bringing workers back to the office: Slowly and with 'social' incentives</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\">\nHow tech companies are bringing workers back to the office: Slowly and with 'social' incentives\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-13 04:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>'The claims that \"the office is dead\" are over-hyped,' Twilio executive says. 'The truth is that the reasons people come into the physical office are changing.'</p>\n<p>As they return to work, employees of website platform Contentful Inc. are getting an eyeful of their new offices in Berlin and Denver and a realigned headquarters in San Francisco, which include hallmarks of the post-pandemic workplace -- a theater in Berlin and group rooms in San Francisco that are devoted to interactive meetings, with kitchen space doubled.</p>\n<p>\"We think the office is a social place first,\" Contentful Chief Executive Steve Sloan told MarketWatch. \"The office is where the great ideas are hatched -- especially in an idea-centric economy.\"</p>\n<p>Millions of tech workers are slowly making the migration back to offices as millions become fully vaccinated and states lift restrictions. At Contentful, all 550 employees, including Sloan, will continue to work from home most of the time, and occasionally venture into the office for socializing and collaboration.</p>\n<p>But many of those returning may not recognize the new digs, which are largely being designed to foster a nexus of ideas shared in theater-like settings and socially-distanced conference rooms, with specialized break-out areas for brainstorming and socializing. Workers will need to get used to the new office lingo of dynamic spaces and hoteling.</p>\n<p>\"It's about going into the tunnel, and coming out of the tunnel,\" VMware Chief Operating Officer Sanjay Poonen told MarketWatch, about a conservative return to the office. \"This is sort of like a traffic jam -- you slow down, and then gradually regain speed. We will get back to normalcy.\"</p>\n<p>Tech companies -- among the first to ask employees to work from home during the pandemic -- are leading the return to the office by the fall. Their reopening plans offer a glimpse into office life of the next few years, with a heavy emphasis on a hybrid work model and three-day work weeks onsite, as well as no vaccine requirements. California's COVID-19 state of emergency order will remain in place beyond June 15, despite plans to fully reopen the state's economy on that date, Gov. Gavin Newsom said Friday.</p>\n<p>\"Three days a week [in the office] is the new five,\" <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a>. (TWLO) Chief People Officer Christy Lake told MarketWatch, noting that 77% of the company's employees said they miss the office. \"The claims that 'the office is dead' are over-hyped. The truth is that the reasons people come into the physical office are changing.\"</p>\n<p>Dynamic spaces will occupy a key part of Twilio's plans. The San Francisco-based company has revamped offices with specific areas for open collaboration, community and socializing, heads-down work, and flexible multipurpose spaces, said Lake, who added that some employees will trickle back to Twilio's Bay Area offices beginning July 14. Employees have the option of working from home throughout the year.</p>\n<p>Pre-pandemic, many in Silicon Valley were already on the path to a hybrid situation. Advances in videoconferencing technology and bandwidth had given them the luxury of working from home several days a week to avoid car-choked freeways. And employers were OK with the arrangement to scoop up talent from across the country. What COVID did was accelerate a work trend that was already clearly in motion, said Heather Kernahan, global CEO at PR agency Hotwire.</p>\n<p>\"It's not going 'back to work.' We've been working hard,\" Kernahan said. \"Thoughtful working is what you do, not where you go.\"</p>\n<p>An exodus back to the office is likely to occur by September, based on data collected by real-estate company Savills, which surveyed more than 120 tech companies in March. More than half said they expect to be back in the office by the third quarter of this calendar year.</p>\n<p>Silicon Valley's largest employers, sitting on millions of square feet of land they own, have been particularly aggressive in dictating when workers get back. How that pans out in an era when employees are increasingly outspoken about work conditions, including the option to work exclusively from home, bears watching, say labor experts.</p>\n<p>While employees at smaller companies have overwhelmingly shown a preference to return, those at Apple and other behemoths aren't so sure, given the large number of people congregating in <a href=\"https://laohu8.com/S/AONE\">one</a> place.</p>\n<p>Shortly after Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> pronounced employees must work in the office at least three days a week (Monday, Tuesday and Thursday) beginning in early September -- including at Apple Park, the futuristic \"spaceship\"-like headquarters in Cupertino, Calif., that the company spent an estimated $5 billion to design and build -- some workers pushed back.</p>\n<p>\"We would like to take the opportunity to communicate a growing concern among our colleagues,\" Apple employees said in a letter to Apple CEO Tim Cook. \"That Apple's remote/location-flexible work policy, and the communication around it, have already forced some of our colleagues to quit. Without the inclusivity that flexibility brings, many of us feel we have to choose between either a combination of our families, our well-being, and being empowered to do our best work, or being a part of Apple.\"</p>\n<p>Google parent Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) said it expects about 20% of its workforce to remain fully remote this fall , while 60% will work a hybrid office/home mix.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) employees have returned to a 10% maximum capacity at corporate headquarters in Menlo Park, Calif., and other select San Francisco Bay Area offices. Facebook is likely to fully reopen most U.S. offices by October, and non-remote employees will work in offices at least half the time. The company and <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. (TWTR) have said employees will be allowed to permanently work from home if their jobs allow for it.</p>\n<p>MarketWatch talked to at least 20 companies, and a handful, including Twilio and Box, require employees to be vaccinated before returning to the office. Facebook and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, for example, only encourage employees to vaccinate.</p>\n<p>Others, however, have taken a more measured approach.</p>\n<p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc. <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a> reopened its first U.S. office, the Salesforce <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> headquarters in San Francisco, in May. Offices in Palo Alto, Calif., and Irvine, Calif, will follow in the coming months. At the same time, the company extended the option for all employees to continue to work from home through the end of 2021.</p>\n<p><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a> (OKTA) is shifting from large, campus-type locations serving regions to distributed offices based on where employees live. The new offices will function like Apple stores -- an \"experiential place\" where customers and partners can learn about products and chat with experts, and employees can collaborate as needed, an Okta spokeswoman told MarketWatch.</p>\n<p><a href=\"https://laohu8.com/S/BOX\">Box Inc</a>. <a href=\"https://laohu8.com/S/BOX.UK\">$(BOX.UK)$</a> is opening its San Francisco office in mid-July and its Redwood City, Calif., headquarters in early August at limited capacity, per local regulations. What its workers will encounter is a mix of assigned desks and hoteling, a form of office management in which workers schedule their use of desks, cubicles and offices. But travel remains prohibited until at least later this summer, and quarterly all-hands meetings will remain virtual through Feb. 1, 2022.</p>\n<p>Hewlett Packard Enterprise Co. <a href=\"https://laohu8.com/S/HPE\">$(HPE)$</a> has divided its workforce into two classes: \"Edge\" workers will come to the office with their laptops once or twice a week for meetings, collaboration and culture. \"Office\" workers will maintain dedicated work stations and come to the office most days.</p>\n<p>German software giant SAP (SAP.XE), which has a Palo Alto, Calif., campus, opened its offices in late April at less than 5% daily capacity for \"employees who choose to return to the office for business critical needs,\" a spokesperson said.</p>\n<p>Then there are outliers like VMware Inc. <a href=\"https://laohu8.com/S/VMW\">$(VMW)$</a>, where few employees currently work onsite. The company is offering employees the choice to permanently work from home as part of a digital-first approach. VMware prohibits meetings and events of more than 10 people at the office -- a policy that will remain in effect until at least July 30. Few employees are currently working at the office, according to the company.</p>\n<p>Boatsetter Inc., an online platform for boat rentals in Florida, went to the extreme and shed 6,000 feet of office space.</p>\n<p>Whether employees are entirely open to the idea of returning full-time in the foreseeable future is another matter.</p>\n<p>About <a href=\"https://laohu8.com/S/AONE.U\">one</a> in three (34%) working from home said they would look for a new job if forced to be in the office full time, and nearly half (49%) prefer a hybrid arrangement, according to a Robert Half poll of 1,000 U.S. workers in March .</p>\n<p>\"After a year of drastic change, many business leaders are eager to restore a sense of normalcy and welcome staff back to the office,\" said Paul McDonald, senior executive director at Robert Half. \"But reopening doors will bring new obstacles for companies to navigate. Not all employees will be ready -- or willing -- to return to the workplace, so staying flexible and responsive to their needs will be critical.\"</p>\n<p>Nearly nine in 10 employees (89%) say they want to be allowed to work remotely some or all of the time, according to a survey of almost 209,000 people in 190 countries by Boston Consulting Group and The Network.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","TERN":"Terns Pharmaceuticals, Inc.","TWLO":"Twilio Inc","CRCT":"Cricut, Inc.","09086":"华夏纳指-U","AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143788707","content_text":"'The claims that \"the office is dead\" are over-hyped,' Twilio executive says. 'The truth is that the reasons people come into the physical office are changing.'\nAs they return to work, employees of website platform Contentful Inc. are getting an eyeful of their new offices in Berlin and Denver and a realigned headquarters in San Francisco, which include hallmarks of the post-pandemic workplace -- a theater in Berlin and group rooms in San Francisco that are devoted to interactive meetings, with kitchen space doubled.\n\"We think the office is a social place first,\" Contentful Chief Executive Steve Sloan told MarketWatch. \"The office is where the great ideas are hatched -- especially in an idea-centric economy.\"\nMillions of tech workers are slowly making the migration back to offices as millions become fully vaccinated and states lift restrictions. At Contentful, all 550 employees, including Sloan, will continue to work from home most of the time, and occasionally venture into the office for socializing and collaboration.\nBut many of those returning may not recognize the new digs, which are largely being designed to foster a nexus of ideas shared in theater-like settings and socially-distanced conference rooms, with specialized break-out areas for brainstorming and socializing. Workers will need to get used to the new office lingo of dynamic spaces and hoteling.\n\"It's about going into the tunnel, and coming out of the tunnel,\" VMware Chief Operating Officer Sanjay Poonen told MarketWatch, about a conservative return to the office. \"This is sort of like a traffic jam -- you slow down, and then gradually regain speed. We will get back to normalcy.\"\nTech companies -- among the first to ask employees to work from home during the pandemic -- are leading the return to the office by the fall. Their reopening plans offer a glimpse into office life of the next few years, with a heavy emphasis on a hybrid work model and three-day work weeks onsite, as well as no vaccine requirements. California's COVID-19 state of emergency order will remain in place beyond June 15, despite plans to fully reopen the state's economy on that date, Gov. Gavin Newsom said Friday.\n\"Three days a week [in the office] is the new five,\" Twilio Inc. (TWLO) Chief People Officer Christy Lake told MarketWatch, noting that 77% of the company's employees said they miss the office. \"The claims that 'the office is dead' are over-hyped. The truth is that the reasons people come into the physical office are changing.\"\nDynamic spaces will occupy a key part of Twilio's plans. The San Francisco-based company has revamped offices with specific areas for open collaboration, community and socializing, heads-down work, and flexible multipurpose spaces, said Lake, who added that some employees will trickle back to Twilio's Bay Area offices beginning July 14. Employees have the option of working from home throughout the year.\nPre-pandemic, many in Silicon Valley were already on the path to a hybrid situation. Advances in videoconferencing technology and bandwidth had given them the luxury of working from home several days a week to avoid car-choked freeways. And employers were OK with the arrangement to scoop up talent from across the country. What COVID did was accelerate a work trend that was already clearly in motion, said Heather Kernahan, global CEO at PR agency Hotwire.\n\"It's not going 'back to work.' We've been working hard,\" Kernahan said. \"Thoughtful working is what you do, not where you go.\"\nAn exodus back to the office is likely to occur by September, based on data collected by real-estate company Savills, which surveyed more than 120 tech companies in March. More than half said they expect to be back in the office by the third quarter of this calendar year.\nSilicon Valley's largest employers, sitting on millions of square feet of land they own, have been particularly aggressive in dictating when workers get back. How that pans out in an era when employees are increasingly outspoken about work conditions, including the option to work exclusively from home, bears watching, say labor experts.\nWhile employees at smaller companies have overwhelmingly shown a preference to return, those at Apple and other behemoths aren't so sure, given the large number of people congregating in one place.\nShortly after Apple Inc. $(AAPL)$ pronounced employees must work in the office at least three days a week (Monday, Tuesday and Thursday) beginning in early September -- including at Apple Park, the futuristic \"spaceship\"-like headquarters in Cupertino, Calif., that the company spent an estimated $5 billion to design and build -- some workers pushed back.\n\"We would like to take the opportunity to communicate a growing concern among our colleagues,\" Apple employees said in a letter to Apple CEO Tim Cook. \"That Apple's remote/location-flexible work policy, and the communication around it, have already forced some of our colleagues to quit. Without the inclusivity that flexibility brings, many of us feel we have to choose between either a combination of our families, our well-being, and being empowered to do our best work, or being a part of Apple.\"\nGoogle parent Alphabet Inc. $(GOOGL)$(GOOGL) said it expects about 20% of its workforce to remain fully remote this fall , while 60% will work a hybrid office/home mix.\nFacebook Inc. (FB) employees have returned to a 10% maximum capacity at corporate headquarters in Menlo Park, Calif., and other select San Francisco Bay Area offices. Facebook is likely to fully reopen most U.S. offices by October, and non-remote employees will work in offices at least half the time. The company and Twitter Inc. (TWTR) have said employees will be allowed to permanently work from home if their jobs allow for it.\nMarketWatch talked to at least 20 companies, and a handful, including Twilio and Box, require employees to be vaccinated before returning to the office. Facebook and Amazon.com Inc. $(AMZN)$, for example, only encourage employees to vaccinate.\nOthers, however, have taken a more measured approach.\nSalesforce.com Inc. $(CRM.AU)$ reopened its first U.S. office, the Salesforce Tower headquarters in San Francisco, in May. Offices in Palo Alto, Calif., and Irvine, Calif, will follow in the coming months. At the same time, the company extended the option for all employees to continue to work from home through the end of 2021.\nOkta Inc. (OKTA) is shifting from large, campus-type locations serving regions to distributed offices based on where employees live. The new offices will function like Apple stores -- an \"experiential place\" where customers and partners can learn about products and chat with experts, and employees can collaborate as needed, an Okta spokeswoman told MarketWatch.\nBox Inc. $(BOX.UK)$ is opening its San Francisco office in mid-July and its Redwood City, Calif., headquarters in early August at limited capacity, per local regulations. What its workers will encounter is a mix of assigned desks and hoteling, a form of office management in which workers schedule their use of desks, cubicles and offices. But travel remains prohibited until at least later this summer, and quarterly all-hands meetings will remain virtual through Feb. 1, 2022.\nHewlett Packard Enterprise Co. $(HPE)$ has divided its workforce into two classes: \"Edge\" workers will come to the office with their laptops once or twice a week for meetings, collaboration and culture. \"Office\" workers will maintain dedicated work stations and come to the office most days.\nGerman software giant SAP (SAP.XE), which has a Palo Alto, Calif., campus, opened its offices in late April at less than 5% daily capacity for \"employees who choose to return to the office for business critical needs,\" a spokesperson said.\nThen there are outliers like VMware Inc. $(VMW)$, where few employees currently work onsite. The company is offering employees the choice to permanently work from home as part of a digital-first approach. VMware prohibits meetings and events of more than 10 people at the office -- a policy that will remain in effect until at least July 30. Few employees are currently working at the office, according to the company.\nBoatsetter Inc., an online platform for boat rentals in Florida, went to the extreme and shed 6,000 feet of office space.\nWhether employees are entirely open to the idea of returning full-time in the foreseeable future is another matter.\nAbout one in three (34%) working from home said they would look for a new job if forced to be in the office full time, and nearly half (49%) prefer a hybrid arrangement, according to a Robert Half poll of 1,000 U.S. workers in March .\n\"After a year of drastic change, many business leaders are eager to restore a sense of normalcy and welcome staff back to the office,\" said Paul McDonald, senior executive director at Robert Half. \"But reopening doors will bring new obstacles for companies to navigate. Not all employees will be ready -- or willing -- to return to the workplace, so staying flexible and responsive to their needs will be critical.\"\nNearly nine in 10 employees (89%) say they want to be allowed to work remotely some or all of the time, according to a survey of almost 209,000 people in 190 countries by Boston Consulting Group and The Network.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182813128,"gmtCreate":1623562073664,"gmtModify":1631890799575,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"Well done","listText":"Well done","text":"Well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182813128","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623441637,"share":"https://www.laohu8.com/m/news/2142204074?lang=&edition=full","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P ekes out gains to close languid week</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\">\nS&P ekes out gains to close languid week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","OEX":"标普100","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DJX":"1/100道琼斯",".DJI":"道琼斯","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116719986,"gmtCreate":1622818681545,"gmtModify":1631890799579,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>mooning!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>mooning!","text":"$Tiger Brokers(TIGR)$mooning!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116719986","isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819054129,"gmtCreate":1630023968361,"gmtModify":1704954701935,"author":{"id":"3560338123126127","authorId":"3560338123126127","name":"IvanBoon","avatar":"https://static.tigerbbs.com/89bfed450f4eb58b3d39c8df418ee0bd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560338123126127","idStr":"3560338123126127"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>long term long term~","listText":"<a href=\"https://laohu8.com/S/IQ\">$iQiyi Inc.(IQ)$</a>long term long term~","text":"$iQiyi Inc.(IQ)$long term long term~","images":[{"img":"https://static.tigerbbs.com/023b853e437a0822ed0919924b65eed6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819054129","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}