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2021-12-05

Buy the dip

抱歉，原内容已删除

2021-11-19

😀

Amazon, BofA Could Owe More Under a New Corporate-Minimum Tax

2021-11-12

$UNITED OVERSEAS BANK LIMITED(U11.SI)$Why move slower than Dbs

2021-11-12

$CKH HOLDINGS(00001)$Stuck

2021-11-11

$CKH HOLDINGS(00001)$holding on

2021-11-08

$Lion-OCBC Sec HSTECH S$(HST.SI)$Challenging times

2021-11-07

$Novavax(NVAX)$Thought is recovering

2021-11-06

$Tiger Brokers(TIGR)$Waiting

2021-11-06

$CKH HOLDINGS(00001)$Getting worse

2021-11-05

$FIRST REAL ESTATE INV TRUST(AW9U.SI)$0.26

2021-11-04

$CKH HOLDINGS(00001)$Going the wrong way

2021-11-03

$CKH HOLDINGS(00001)$Not moving

2021-11-03

$Novavax(NVAX)$Procrastinate too long

2021-11-02

$CapLand IntCom T(C38U.SI)$Back again

2021-11-02

$SINGAPORE TECH ENGINEERING LTD(S63.SI)$Stable stock

2021-10-31

$CKH HOLDINGS(00001)$Keep the faith

2021-10-31

$CKH HOLDINGS(00001)$Keep the faith

2021-10-31

$CKH HOLDINGS(00001)$Not going anywhere

2021-10-31

$CKH HOLDINGS(00001)$Keep the faith

2021-10-30

$CKH HOLDINGS(00001)$Losses widen

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It’s time to stop letting giant corporations cheat the system -- they should pay taxes just like everyone else,” Warren said in a statement.</p>\n<p>The corporate minimum tax would raise about $318.9 billion over a decade, accounting for more than 20% of the $1.5 trillion in tax increases in the legislation, which the House could vote on as soon as Thursday. The bill will then likely undergo revisions in the Senate.</p>\n<p>The minimum tax is a roundabout way of raising corporate taxes without touching the 21% corporate tax rate, which Senator Kyrsten Sinema, an Arizona Democrat whose vote is crucial in the evenly divided Senate, has said she opposes. The measure has been criticized by some economists, companies, and even House Ways and Means Chairman Richard Neal for adding complexity to the already dense tax code.</p>\n<p>Financial companies, banks, telecommunications companies and utilities are likely to bear the brunt of the corporate minimum tax, according to Morgan Stanley Research led by Todd Castagno. Collectively companies in those industries will pay about 60% of the estimated book tax liability, according to Morgan Stanley.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon, BofA Could Owe More Under a New Corporate-Minimum Tax</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\">\nAmazon, BofA Could Owe More Under a New Corporate-Minimum Tax\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-18/amazon-bank-of-america-could-get-tangled-in-new-corporate-tax?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>More than 70 companies could pay new 15% corporate minimum tax\nHouse to vote as soon as Thursday on Biden economic bill\n\nAmazon.com Inc.,Bank of America Corp. and DISH Network Corp. are among the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-18/amazon-bank-of-america-could-get-tangled-in-new-corporate-tax?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","AMZN":"亚马逊"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-18/amazon-bank-of-america-could-get-tangled-in-new-corporate-tax?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101595929","content_text":"More than 70 companies could pay new 15% corporate minimum tax\nHouse to vote as soon as Thursday on Biden economic bill\n\nAmazon.com Inc.,Bank of America Corp. and DISH Network Corp. are among the companies that likely would owe more in taxes if Congress passes a new corporate minimum levy, according to an analysis.\nSenator Elizabeth Warren, a Massachusetts Democrat, who helped draft the proposal for minimum tax on corporate profits in President Joe Biden’s economic agenda, released an analysis Thursday that found that at least 70 companies would pay more in taxes under the plan, based on their earnings in 2020.\nThe corporate minimum levy in the tax-and-spending plan would require companies earn at least $1 billion in financial, or “book,” profits to pay a minimum tax rate of at least 15%. The proposal is meant to target profitable companies that are able to slash their tax bills because they qualify for tax deductions and credits to whittle down their Internal Revenue Service liabilities.\nAmazon would have had to pay an additional $836 million, based on its reported profits and tax payments, while Bank of America would have paid $1.1 billion more, had the corporate minimum tax been in effect in 2020, the analysis concluded. DISH, which received a $223 million tax refund last year, would have ended up owing $386 million to U.S. and foreign governments on its $2.6 billion in global profits, according to the report.\n“Billionaire corporations have gotten a free ride in America for too long. It’s time to stop letting giant corporations cheat the system -- they should pay taxes just like everyone else,” Warren said in a statement.\nThe corporate minimum tax would raise about $318.9 billion over a decade, accounting for more than 20% of the $1.5 trillion in tax increases in the legislation, which the House could vote on as soon as Thursday. The bill will then likely undergo revisions in the Senate.\nThe minimum tax is a roundabout way of raising corporate taxes without touching the 21% corporate tax rate, which Senator Kyrsten Sinema, an Arizona Democrat whose vote is crucial in the evenly divided Senate, has said she opposes. The measure has been criticized by some economists, companies, and even House Ways and Means Chairman Richard Neal for adding complexity to the already dense tax code.\nFinancial companies, banks, telecommunications companies and utilities are likely to bear the brunt of the corporate minimum tax, according to Morgan Stanley Research led by Todd Castagno. 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$$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833689869","repostId":"1115558959","repostType":4,"repost":{"id":"1115558959","pubTimestamp":1629192455,"share":"https://www.laohu8.com/m/news/1115558959?lang=&edition=full","pubTime":"2021-08-17 17:27","market":"us","language":"en","title":"This Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary","url":"https://stock-news.laohu8.com/highlight/detail?id=1115558959","media":"zerohedge","summary":"For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barra","content":"<p>For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on companies that would benefit from a new wave of the pandemic even before the delta variant began to rapidly spread throughout the U.S.</p>\n<p>As Bloomberg summarizes, Chase Coleman’s Tiger Global Management and&nbsp;Philippe Laffont’s Coatue Management both increased their stakes in food delivery service&nbsp;DoorDash in the second quarter. Coatue also added to its bet on vaccine maker&nbsp;Moderna, while&nbsp;Stephen Mandel’s Lone Pine Capital took a new stake in the biotech company worth more than $900 million. These purchases were a reversal from the first quarter, when many hedge funds cut positions in<i>Work From Home</i>companies like&nbsp;Peloton and&nbsp;Zoom as vaccinations began to ramp up in the U.S. That, in turn, fueled wagers on companies that had been hardest-hit by travel restrictions and remote work.</p>\n<p>Tiger and Coatue also increased their stakes in Zoom in the three months through June, their 13F filings revealed. The two funds, along with D1 Capital Partners, were among those that added to positions in Peloton, while Viking Global Investors made a new bet on the exercise equipment company.</p>\n<p>13F filings also showed that funds including Soros Fund Management and Temasek snapped up shares of fintech companies. Marqeta was a top new buy for Soros, while Temasek disclosed new positions in SoFi Technologies, Flywire and Payoneer Global. Marqeta and SoFi tumbled last week after reporting disappointing second-quarter results. Temasek also snapped up shares in two new BlackRock carbon transition ETFs (LCTU and LCTD), while Soros took a new position in electric-vehicle producer Proterra, as clean energy continues to be a prominent trend among investors.</p>\n<p>Coatue, Viking and&nbsp;Gabe Plotkin’s Melvin Capital Management also added new positions in Beijing-based JD.com Inc. in the quarter, a move that would prove to be rather unfortunate as shares of the giant online vendor have slumped 16% since June 30. Chinese shares have tumbled since June as Beijing banned for-profit tutoring companies and ordered more than two dozen tech firms to carry out internal inspections and address issues such as data security.</p>\n<p>Some, such as Soros were either lucky or good in cutting their exposure to Chinese ADRs in the second quarter, ahead of the furious selloff. Soros Fund Management exited many of its investments in Chinese ADRs including Baidu, Vipshop Holdings, Tencent Music Entertainment Group and IQiyi, positions it snapped up during the collapse of Archegos Capital Management in March and April, as noted previously.</p>\n<p>Other funds also dumped China-based companies with listings in the U.S. D1 Capital sold its 25-million-share stake in New Oriental Education &amp; Technology Group, while Soroban Capital Partners exited its 2.06-million-share stake in Alibaba. Soroban’s largest new positions favored tech, with the top three additions being Facebook, Twitter and Netflix.</p>\n<p>Some other notable 13F findings:</p>\n<ul>\n <li>Michael Burry, of “The Big Short” fame, owned puts on&nbsp;Cathie Wood’s ARK Innovation ETF and increased its Tesla puts (more here).</li>\n <li>Warren Buffett’s Berkshire Hathaway added to just three positions in the quarter and trimmed its holdings in several companies, including a full exit of controversial Alzheimer’s drug developer Biogen. As firstnoted earlier, Berkshire’s only new position in the quarter, 1.55 million shares of Organon was the result of a spinoff of the women’s health pharmaceutical company from Berkshire holding Merck. Its most significant addition was a 21% increase in its position in grocer Kroger. Besides Biogen, exits included Liberty Global’s Class A shares and Axalta Coating Systems, while Berkshire trimmed positions in Marsh &amp; McLennan, Abbvie, General Motors and Bristol-Myers Squibb.</li>\n <li>Seth Klarman’s long-standing investment in&nbsp;Rupert Murdoch’s media empire finally came to an end during the second quarter. Baupost Group sold its entire Fox Corp. stake, including 7.6 million Class A shares and 5.7 million Class B shares with a combined market value of $446 million at the end of March.</li>\n <li>Carl Icahn, who runs a concentrated portfolio with just 17 reportable investments, sold all of his 9.59 million shares of Tenneco in the quarter. He also has a new undisclosed position in an unnamed stock -- an unusual step that requires a separate filing with the Securities and Exchange Commission.</li>\n <li>Dan Loeb's Third Point added SentinelOne Class A to its investments and exited IAA in the second quarter. The fund also added to its holdings in Intel, boosting its stake to 14 million shares from 1 million, while decreasing its stake in Charter Communications Class A. Upstart Holdings was Third Point's biggest holding, representing 9.8% of disclosed assets</li>\n <li>Elliott Investment Management’s largest purchases of the quarter included a 3-million-share buy of Twitter. The increase in shares comes despite Elliott partner Jesse Cohn’s departure from Twitter’s board on June 9. He originally joined the board as part of a partnership Twitter entered with Elliott and Sliver Lake on March 9, 2020.</li>\n <li>Singapore state-owned investment fund Temasek Holdings’s largest new purchase in the quarter was a 4.84-million-share position in Airbnb. Airbnb reported strong second-quarter earnings last week that were offset by tepid guidance, according to analysts. Temasek also disclosed new positions in SoFi Technologies, Flywire and Payoneer Global.</li>\n</ul>\n<p><i>Here are some other moves made by prominent funds tracked by Bloomberg:</i></p>\n<p>APPALOOSA</p>\n<ul>\n <li>Top new buys: UBER, PHM, BODY, TCVA</li>\n <li>Top exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP</li>\n <li>Boosted stakes in: MOS, FCX</li>\n <li>Cut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE</li>\n</ul>\n<p>BAUPOST GROUP</p>\n<ul>\n <li>Top new buys: SJR, RTPY, 1865300D</li>\n <li>Top exits: FOXA, FOX, PEAK, FNF, RTP, HIPO</li>\n <li>Boosted stakes in: FB, MU, QRVO, TBPH</li>\n <li>Cut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK</li>\n</ul>\n<p>BERKSHIRE HATHAWAY</p>\n<ul>\n <li>Top exits: AXTA, BIIB, LBTYA</li>\n <li>Boosted stakes in: KR, RH, AON</li>\n <li>Cut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB</li>\n</ul>\n<p>CORVEX MANAGEMENT</p>\n<ul>\n <li>Top new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV</li>\n <li>Top exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX</li>\n <li>Boosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB</li>\n <li>Cut stakes in: ATVI, TMUS, AJAX, CFAC</li>\n</ul>\n<p>D1 CAPITAL PARTNERS</p>\n<ul>\n <li>Top new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV</li>\n <li>Top exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL</li>\n <li>Boosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS</li>\n <li>Cut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG</li>\n</ul>\n<p>DUQUESNE FAMILY OFFICE</p>\n<ul>\n <li>Top new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX</li>\n <li>Top exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR</li>\n <li>Boosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH</li>\n <li>Cut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX</li>\n</ul>\n<p>ELLIOTT INVESTMENT MANAGEMENT</p>\n<ul>\n <li>Top new buys: DUK, DBX, HRB</li>\n <li>Top exits: DISCK, CYH, FB</li>\n <li>Boosted stakes in: TWTR, ETWO, PINS</li>\n <li>Cut stakes in: SNAP, HWM</li>\n</ul>\n<p>GLENVIEW CAPITAL MANAGEMENT</p>\n<ul>\n <li>Top new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ</li>\n <li>Top exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE</li>\n <li>Boosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI</li>\n <li>Cut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV</li>\n</ul>\n<p>GREENLIGHT CAPITAL</p>\n<ul>\n <li>Top new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA</li>\n <li>Top exits: ADT, ALIT, TALK, SEAH</li>\n <li>Boosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI</li>\n <li>Cut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX</li>\n</ul>\n<p>ICAHN</p>\n<ul>\n <li>Top exits: HLF, TEN</li>\n <li>Boosted stakes in: IEP, XRX</li>\n <li>Cut stakes in: OXY, DK, WBT</li>\n</ul>\n<p>JANA PARTNERS</p>\n<ul>\n <li>Top new buys: CSOD</li>\n <li>Boosted stakes in: CONE, VG, SPY, EHC</li>\n <li>Cut stakes in: LH, CAG, THS</li>\n</ul>\n<p>LANSDOWNE</p>\n<ul>\n <li>Top new buys: ILMN, WMG, NVT</li>\n <li>Top exits: ED, DAR, AES, REGI, CDE, PAAS, USO</li>\n <li>Boosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY</li>\n <li>Cut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG</li>\n</ul>\n<p>MAVERICK CAPITAL</p>\n<ul>\n <li>Top new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM</li>\n <li>Top exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ</li>\n <li>Boosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA</li>\n <li>Cut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG</li>\n</ul>\n<p>MELVIN CAPITAL MANAGEMENT</p>\n<ul>\n <li>Top new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG</li>\n <li>Top exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN</li>\n <li>Boosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH</li>\n <li>Cut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW</li>\n</ul>\n<p>OMEGA ADVISORS</p>\n<ul>\n <li>Top new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ</li>\n <li>Top exits: MGY, IFF, CMCSA</li>\n <li>Boosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN</li>\n <li>Cut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR</li>\n</ul>\n<p>PERSHING SQUARE</p>\n<ul>\n <li>Boosted stakes in: DPZ</li>\n <li>Cut stakes in: LOW, QSR, HLT, A</li>\n</ul>\n<p>SOROBAN CAPITAL</p>\n<ul>\n <li>Top new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA</li>\n <li>Top exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR</li>\n <li>Boosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB</li>\n <li>Cut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH</li>\n</ul>\n<p>SOROS FUND MANAGEMENT</p>\n<ul>\n <li>Top new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN</li>\n <li>Top exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL</li>\n <li>Boosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF</li>\n <li>Cut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA</li>\n</ul>\n<p>STARBOARD</p>\n<ul>\n <li>Top new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH</li>\n <li>Boosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON</li>\n <li>Cut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT</li>\n</ul>\n<p>TEMASEK HOLDINGS</p>\n<ul>\n <li>Top new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX</li>\n <li>Top exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX</li>\n <li>Boosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM</li>\n <li>Cut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX</li>\n</ul>\n<p>THIRD POINT</p>\n<ul>\n <li>Top new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS</li>\n <li>Top exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT</li>\n <li>Boosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES</li>\n <li>Cut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL</li>\n</ul>\n<p>TIGER GLOBAL</p>\n<ul>\n <li>Top new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT</li>\n <li>Top exits: ASO</li>\n <li>Boosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG</li>\n <li>Cut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN</li>\n</ul>","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>This Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Is What Hedge Funds Bought And Sold In Q2: Complete 13F Summary\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/what-hedge-funds-bought-and-sold-q2-complete-13f-summary","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115558959","content_text":"For once, the \"smart money\" was not caught off guard by the resurgent covid pandemic, and as a barrage of 13F filings published today showed, during the second quarter hedge funds loaded up on companies that would benefit from a new wave of the pandemic even before the delta variant began to rapidly spread throughout the U.S.\nAs Bloomberg summarizes, Chase Coleman’s Tiger Global Management and Philippe Laffont’s Coatue Management both increased their stakes in food delivery service DoorDash in the second quarter. Coatue also added to its bet on vaccine maker Moderna, while Stephen Mandel’s Lone Pine Capital took a new stake in the biotech company worth more than $900 million. These purchases were a reversal from the first quarter, when many hedge funds cut positions inWork From Homecompanies like Peloton and Zoom as vaccinations began to ramp up in the U.S. That, in turn, fueled wagers on companies that had been hardest-hit by travel restrictions and remote work.\nTiger and Coatue also increased their stakes in Zoom in the three months through June, their 13F filings revealed. The two funds, along with D1 Capital Partners, were among those that added to positions in Peloton, while Viking Global Investors made a new bet on the exercise equipment company.\n13F filings also showed that funds including Soros Fund Management and Temasek snapped up shares of fintech companies. Marqeta was a top new buy for Soros, while Temasek disclosed new positions in SoFi Technologies, Flywire and Payoneer Global. Marqeta and SoFi tumbled last week after reporting disappointing second-quarter results. Temasek also snapped up shares in two new BlackRock carbon transition ETFs (LCTU and LCTD), while Soros took a new position in electric-vehicle producer Proterra, as clean energy continues to be a prominent trend among investors.\nCoatue, Viking and Gabe Plotkin’s Melvin Capital Management also added new positions in Beijing-based JD.com Inc. in the quarter, a move that would prove to be rather unfortunate as shares of the giant online vendor have slumped 16% since June 30. Chinese shares have tumbled since June as Beijing banned for-profit tutoring companies and ordered more than two dozen tech firms to carry out internal inspections and address issues such as data security.\nSome, such as Soros were either lucky or good in cutting their exposure to Chinese ADRs in the second quarter, ahead of the furious selloff. Soros Fund Management exited many of its investments in Chinese ADRs including Baidu, Vipshop Holdings, Tencent Music Entertainment Group and IQiyi, positions it snapped up during the collapse of Archegos Capital Management in March and April, as noted previously.\nOther funds also dumped China-based companies with listings in the U.S. D1 Capital sold its 25-million-share stake in New Oriental Education & Technology Group, while Soroban Capital Partners exited its 2.06-million-share stake in Alibaba. Soroban’s largest new positions favored tech, with the top three additions being Facebook, Twitter and Netflix.\nSome other notable 13F findings:\n\nMichael Burry, of “The Big Short” fame, owned puts on Cathie Wood’s ARK Innovation ETF and increased its Tesla puts (more here).\nWarren Buffett’s Berkshire Hathaway added to just three positions in the quarter and trimmed its holdings in several companies, including a full exit of controversial Alzheimer’s drug developer Biogen. As firstnoted earlier, Berkshire’s only new position in the quarter, 1.55 million shares of Organon was the result of a spinoff of the women’s health pharmaceutical company from Berkshire holding Merck. Its most significant addition was a 21% increase in its position in grocer Kroger. Besides Biogen, exits included Liberty Global’s Class A shares and Axalta Coating Systems, while Berkshire trimmed positions in Marsh & McLennan, Abbvie, General Motors and Bristol-Myers Squibb.\nSeth Klarman’s long-standing investment in Rupert Murdoch’s media empire finally came to an end during the second quarter. Baupost Group sold its entire Fox Corp. stake, including 7.6 million Class A shares and 5.7 million Class B shares with a combined market value of $446 million at the end of March.\nCarl Icahn, who runs a concentrated portfolio with just 17 reportable investments, sold all of his 9.59 million shares of Tenneco in the quarter. He also has a new undisclosed position in an unnamed stock -- an unusual step that requires a separate filing with the Securities and Exchange Commission.\nDan Loeb's Third Point added SentinelOne Class A to its investments and exited IAA in the second quarter. The fund also added to its holdings in Intel, boosting its stake to 14 million shares from 1 million, while decreasing its stake in Charter Communications Class A. Upstart Holdings was Third Point's biggest holding, representing 9.8% of disclosed assets\nElliott Investment Management’s largest purchases of the quarter included a 3-million-share buy of Twitter. The increase in shares comes despite Elliott partner Jesse Cohn’s departure from Twitter’s board on June 9. He originally joined the board as part of a partnership Twitter entered with Elliott and Sliver Lake on March 9, 2020.\nSingapore state-owned investment fund Temasek Holdings’s largest new purchase in the quarter was a 4.84-million-share position in Airbnb. Airbnb reported strong second-quarter earnings last week that were offset by tepid guidance, according to analysts. Temasek also disclosed new positions in SoFi Technologies, Flywire and Payoneer Global.\n\nHere are some other moves made by prominent funds tracked by Bloomberg:\nAPPALOOSA\n\nTop new buys: UBER, PHM, BODY, TCVA\nTop exits: CRM, ADBE, DIS, PYPL, IQ, DISCA, BIDU, SHOP\nBoosted stakes in: MOS, FCX\nCut stakes in: PCG, MU, TMUS, AMZN, CHK, BABA, FB, GOOG, HCA, XLE\n\nBAUPOST GROUP\n\nTop new buys: SJR, RTPY, 1865300D\nTop exits: FOXA, FOX, PEAK, FNF, RTP, HIPO\nBoosted stakes in: FB, MU, QRVO, TBPH\nCut stakes in: INTC, WLTW, EBAY, PSTH, SSNC, ADV, AJAX, NXST, DBRG, LBTYK\n\nBERKSHIRE HATHAWAY\n\nTop exits: AXTA, BIIB, LBTYA\nBoosted stakes in: KR, RH, AON\nCut stakes in: GM, BMY, ABBV, LBTYK, CVX, MMC, USB\n\nCORVEX MANAGEMENT\n\nTop new buys: CRM, ZNGA, BOAC, ROVR, TWCT, LGV\nTop exits: FISV, EXPE, GLD, FE, GPN, RADI, ORGN, TALK, ELMS, NFLX\nBoosted stakes in: BLMN, AMZN, GOOGL, DIS, MSFT, CCEP, ATUS, EXC, DOMA, FB\nCut stakes in: ATVI, TMUS, AJAX, CFAC\n\nD1 CAPITAL PARTNERS\n\nTop new buys: PCOR, FTCH, PODD, ALKT, CMG, DLO, DECK, STNE, CRWD, FTV\nTop exits: HLT, NFLX, EDU, BAX, NKE, PPD, LVS, FIS, BX, BMBL\nBoosted stakes in: AMZN, EXPE, CVNA, PTON, BBWI, JD, RH, BLL, BKNG, DIS\nCut stakes in: MSFT, TMUS, FB, COUP, DHR, DDOG\n\nDUQUESNE FAMILY OFFICE\n\nTop new buys: NFLX, ABNB, MRNA, SMAR, GM, COUP, MAR, FTCH, CF, RBLX\nTop exits: C, GOLD, MELI, UBER, TSM, LIN, RUN, JPM, AA, ASHR\nBoosted stakes in: GOOGL, AMZN, CVNA, FB, KBR, MA, V, SBUX, EXPE, OPCH\nCut stakes in: MSFT, SE, ON, BLDR, PLTR, FLEX, TMUS, SNOW, TECK, FCX\n\nELLIOTT INVESTMENT MANAGEMENT\n\nTop new buys: DUK, DBX, HRB\nTop exits: DISCK, CYH, FB\nBoosted stakes in: TWTR, ETWO, PINS\nCut stakes in: SNAP, HWM\n\nGLENVIEW CAPITAL MANAGEMENT\n\nTop new buys: CNC, AMZN, BABA, CCCS, UBER, AMGN, CHNG, OUST, BOWX, LSAQ\nTop exits: NUAN, LH, MSFT, CAR, LYFT, MAR, PPD, NBSE\nBoosted stakes in: GPN, CCEP, APTV, WBA, DD, CTVA, DVA, NSC, HOLX, ESI\nCut stakes in: CI, TAK, HCA, MCK, DXC, FB, ANTM, BSX, BAX, FISV\n\nGREENLIGHT CAPITAL\n\nTop new buys: SPY, PLBY, GPK, NWS, SRNG, EXPE, DMYI, LIVN, UWMC, PANA\nTop exits: ADT, ALIT, TALK, SEAH\nBoosted stakes in: TECK, GPRO, ODP, CC, CPRI, JOBY, SATS, ASTS, FUBO, REZI\nCut stakes in: DNMR, APG, KPLT, CNX, XOG, CNXC, JACK, SNX, NUVB, CEIX\n\nICAHN\n\nTop exits: HLF, TEN\nBoosted stakes in: IEP, XRX\nCut stakes in: OXY, DK, WBT\n\nJANA PARTNERS\n\nTop new buys: CSOD\nBoosted stakes in: CONE, VG, SPY, EHC\nCut stakes in: LH, CAG, THS\n\nLANSDOWNE\n\nTop new buys: ILMN, WMG, NVT\nTop exits: ED, DAR, AES, REGI, CDE, PAAS, USO\nBoosted stakes in: ETN, FCX, CARR, AER, DAL, IEUR, BLBD, VMC, RBLX, UVXY\nCut stakes in: AMAT, TSM, LRCX, MU, RYAAY, GE, ENIA, EGO, ADI, BKNG\n\nMAVERICK CAPITAL\n\nTop new buys: CNC, JLL, CANO, FTCH, GPN, BHG, CMAX, ADSK, SE, JWSM\nTop exits: FIS, PLD, ELAN, LVS, SPFR, MAC, DASH, TJX, ZBRA, HPQ\nBoosted stakes in: CVNA, ASO, SNOW, V, BABA, EXPE, TMUS, CCK, XP, ATRA\nCut stakes in: SEER, AMAT, ALNY, LRCX, AON, AMZN, LPLA, SUM, TGTX, GOOG\n\nMELVIN CAPITAL MANAGEMENT\n\nTop new buys: JD, DASH, PYPL, DPZ, MSFT, TGT, VMEO, SE, SHOP, DDOG\nTop exits: NFLX, NUAN, PINS, AAP, NKE, MU, SIG, TPX, TPR, WYNN\nBoosted stakes in: AMZN, ATVI, ALGN, LYV, LH, EXPE, SEAS, SNOW, PVH, TXRH\nCut stakes in: MA, FB, BBWI, GOOGL, SBUX, UBER, FICO, NTES, HLT, NOW\n\nOMEGA ADVISORS\n\nTop new buys: LAD, BHC, VOO, PFSI, EFA, IVW, COG, SCHO, IEUR, EWJ\nTop exits: MGY, IFF, CMCSA\nBoosted stakes in: FOA, WSC, VRT, NRG, PXD, ABR, ASH, ASPU, BABA, FLMN\nCut stakes in: FOE, NAVI, OCN, TRN, BBDC, FCRD, SRGA, FB, SNR\n\nPERSHING SQUARE\n\nBoosted stakes in: DPZ\nCut stakes in: LOW, QSR, HLT, A\n\nSOROBAN CAPITAL\n\nTop new buys: FB, TWTR, NFLX, WAB, KAHC, LGV, BKI, PLNT, MSDA, TIOA\nTop exits: BABA, CMCSA, DPZ, RTX, GRA, GWRE, ALIT, SFTW, SPFR\nBoosted stakes in: LOW, CSX, ADI, UNP, FIS, VYGG, BTNB\nCut stakes in: ATUS, SPGI, PAYO, KVSB, ME, SUNL, BGRY, GNAC, DOMA, NSH\n\nSOROS FUND MANAGEMENT\n\nTop new buys: FIGS, INFO, PTRA, MQ, PPD, VER, NUAN, MGLN, INDI, ACN\nTop exits: BIDU, DEN, VIPS, TME, IQ, DISCK, XLE, MU, ASHR, WAL\nBoosted stakes in: AMZN, MXIM, ELAN, GOOGL, CLVT, DIS, OPEN, W, CRM, SYF\nCut stakes in: LQD, QS, VICI, UPST, TXN, LVS, ADI, NXPI, DHI, LPLA\n\nSTARBOARD\n\nTop new buys: PZZA, WPCB, LEGA, KAHC, SLAM, FRXB, ATMR, ROSS, MACC, ACAH\nBoosted stakes in: CERN, BOX, IWM, IWR, TWCT, KVSC, DGNU, PRPB, LNFA, ON\nCut stakes in: CTVA, IWN, ACM, MAAC, SCOR, NLOK, MMSI, ELAN, CVLT\n\nTEMASEK HOLDINGS\n\nTop new buys: ABNB, INTA, FLYW, PAYO, KRE, STEM, LCTU, INTC, SOFI, COPX\nTop exits: XLF, ADBE, INDA, EWZ, ACIU, PCVX\nBoosted stakes in: BILL, BEAM, TMO, DELL, EWY, IBN, IAU, CRM, SNOW, AFRM\nCut stakes in: WISH, IWM, BABA, MSFT, XLB, CTVA, DASH, RBLX\n\nTHIRD POINT\n\nTop new buys: S, SOFI, EDR, ZBH, PTON, RTPY, JWSM, ASZ, IACC, AUS\nTop exits: IAA, RACE, KMX, Z, SHOP, CVNA, ETRN, NYT, WISH, RKT\nBoosted stakes in: INTC, AMZN, DELL, CANO, EL, UBER, SU, RH, DD, AES\nCut stakes in: CHTR, PCG, JD, IQV, DIS, RADI, APTV, BOAC, MTTR, TEL\n\nTIGER GLOBAL\n\nTop new buys: PCOR, PATH, COIN, DV, BHG, DLO, APP, S, GRUB, KPLT\nTop exits: ASO\nBoosted stakes in: DASH, DOCU, ZM, SHOP, SE, SNOW, CVNA, PTON, YSG, RNG\nCut stakes in: CRM, TAL, JD, EDU, RBLX, GDS, UBER, DESP, BABA, RDFN","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853603149,"gmtCreate":1634794946280,"gmtModify":1634794946515,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oversold","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oversold","text":"$Tiger Brokers(TIGR)$Oversold","images":[{"img":"https://static.tigerbbs.com/6ca403588d086f5d3ea277b16a7d8850","width":"1125","height":"3714"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853603149","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837610415,"gmtCreate":1629882132937,"gmtModify":1633681737471,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Buy every dip… nasdaq to 16k","listText":"Buy every dip… nasdaq to 16k","text":"Buy every dip… nasdaq to 16k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837610415","repostId":"2162087564","repostType":4,"repost":{"id":"2162087564","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":1629836173,"share":"https://www.laohu8.com/m/news/2162087564?lang=&edition=full","pubTime":"2021-08-25 04:16","market":"us","language":"en","title":"Wall St extends rally, pushing S&P 500 to 50th all-time high close this year","url":"https://stock-news.laohu8.com/highlight/detail?id=2162087564","media":"Reuters","summary":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesda","content":"<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St extends rally, pushing S&P 500 to 50th all-time high close this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St extends rally, pushing S&P 500 to 50th all-time high close this year\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\">2021-08-25 04:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes advanced higher, with the S&amp;P 500 and the Nasdaq closing at all-time closing highs.</p>\n<p>The session marked the S&amp;P 500's 50th record high close so far this year.</p>\n<p>Tech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps&nbsp;outperformed the broader market.</p>\n<p>\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"</p>\n<p>The Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.</p>\n<p>Travel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&amp;P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.</p>\n<p>\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"</p>\n<p>Recent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.</p>\n<p>Fed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.</p>\n<p>The event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.</p>\n<p>\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 30.55 points, or 0.09%, to 35,366.26, the S&amp;P 500&nbsp;gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite&nbsp;added 77.15 points, or 0.52%, to 15,019.80.</p>\n<p>Energy&nbsp;was the top gainer among the 11 major sectors in the S&amp;P 500, boosted by the continued rally in crude prices.</p>\n<p>Best Buy Co Inc&nbsp;jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.</p>\n<p>U.S.-listed shares of China-based e-commerce platform Pinduoduo Inc&nbsp;surged 22.2% after reporting its first ever quarterly profit.</p>\n<p>JD.com&nbsp;gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.</p>\n<p>Other shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF&nbsp;jumping 8.0%.</p>\n<p>Cybersecurity firm <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc&nbsp;advanced18.6% as brokerages raised their price targets following its full-year forecast beat.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 28 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.</p>\n<p>Volume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯","UPRO":"三倍做多标普500ETF",".IXIC":"NASDAQ Composite","SDS":"两倍做空标普500ETF","SPY":"标普500ETF","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162087564","content_text":"NEW YORK, Aug 24 (Reuters) - Wall Street ended higher in a late-summer, light volume rally on Tuesday as the FDA's full approval of a COVID-19 vaccine on Monday and the absence of negative catalysts kept risk appetite alive ahead of the much-anticipated Jackson Hole Symposium.\nAll three major U.S. stock indexes advanced higher, with the S&P 500 and the Nasdaq closing at all-time closing highs.\nThe session marked the S&P 500's 50th record high close so far this year.\nTech and tech-adjacent megacaps were once again doing the heavy lifting, but economically sensitive cyclicals and smallcaps outperformed the broader market.\n\"Investors are looking at the horizon at the big Jackson Hole meeting on the horizon,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina, referring to the Federal Reserve’s annual economic symposium on Friday. \"But for now the feel-good from yesterday’s vaccine news is still in the air.\"\nThe Food and Drug Administration's full approval of the Pfizer-BioNTech COVID-19 vaccine on Monday fueled optimism over economic recovery which spilled into Tuesday's session.\nTravel and leisure sectors, associated with economic re-engagement, outperformed the broader market. The S&P 1500 Airline and Hotel/Restaurant/Leisure indexes gained up 3.7% and 1.6%, respectively.\n\"We have energy, retail, travel, leisure, financials, and small caps all doing well today,\" Detrick said. \"And that’s a sign that the reopening is alive and well.\"\nRecent economic indicators suggest the recovery from the most abrupt recession in U.S. history is headed in the right direction, but not to the extent that is likely to prompt the Fed to tighten its dovish monetary policy.\nFed Chair Jerome Powell is due to meet with other world bank leaders when the Jackson Hole Symposium convenes later this week, and his remarks will be closely parsed for any clues regarding the Fed's tapering of asset purchases and hiking key interest rates.\nThe event will take place virtually and not in person due to the spread of COVID-19 in the county, which has reduced expectations that any major announcement will be made at the event.\n\"The fact that the Fed is having a virtual (Jackson Hole) meeting tells you that they might be thinking maybe they need to keep supporting the economy,\" said Detrick.\nThe Dow Jones Industrial Average rose 30.55 points, or 0.09%, to 35,366.26, the S&P 500 gained 6.7 points, or 0.15%, to 4,486.23 and the Nasdaq Composite added 77.15 points, or 0.52%, to 15,019.80.\nEnergy was the top gainer among the 11 major sectors in the S&P 500, boosted by the continued rally in crude prices.\nBest Buy Co Inc jumped 8.3% after the electronics retailer beat analyst earnings expectations and raised its full year sales forecast.\nU.S.-listed shares of China-based e-commerce platform Pinduoduo Inc surged 22.2% after reporting its first ever quarterly profit.\nJD.com gained 14.4% in the wake of the Chinese online retailer's remarks on Monday that it does not expect any business impact from a wave of regulations hitting the industry at home.\nOther shares of Chinese companies listed on U.S. exchanges were bouncing back as well, with the Invesco Golden Dragon ETF jumping 8.0%.\nCybersecurity firm Palo Alto Networks Inc advanced18.6% as brokerages raised their price targets following its full-year forecast beat.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.17-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.\nThe S&P 500 posted 28 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 37 new lows.\nVolume on U.S. exchanges was 8.97 billion shares, compared with the 9.08 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832517446,"gmtCreate":1629668268585,"gmtModify":1633683567640,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Courageous&nbsp;","listText":"Courageous&nbsp;","text":"Courageous","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832517446","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":862821329,"gmtCreate":1632870929833,"gmtModify":1632870929908,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Start of a bigger correction","listText":"Start of a bigger correction","text":"Start of a bigger correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862821329","repostId":"1179744266","repostType":4,"repost":{"id":"1179744266","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":1632859283,"share":"https://www.laohu8.com/m/news/1179744266?lang=&edition=full","pubTime":"2021-09-29 04:01","market":"us","language":"en","title":"Wall Street swoons on rising Treasury yields, growing inflation worries","url":"https://stock-news.laohu8.com/highlight/detail?id=1179744266","media":"Reuters","summary":"S&P 500's worst day since May, Nasdaq's worst since March\nFord rises on $11.4 bln investment with SK","content":"<ul>\n <li>S&amp;P 500's worst day since May, Nasdaq's worst since March</li>\n <li>Ford rises on $11.4 bln investment with SK Innovation</li>\n <li>Indexes drop: Dow 1.63%, S&amp;P 2.04%, Nasdaq 2.83% (Updates with closing prices)</li>\n</ul>\n<p>NEW YORK, Sept 28 (Reuters) - Wall Street stocks ended sharply lower on Tuesday in a broad sell-off driven by rising U.S. Treasury yields, deepening concerns over persistent inflation, and contentious debt ceiling negotiations in Washington.</p>\n<p>All three major U.S. stock indexes slid nearly 2% or more, with interest rate sensitive tech and tech-adjacent stocks weighing heaviest as investors lost their risk appetite.</p>\n<p>It was the S&amp;P 500 index's biggest one-day percentage drop since May, and the Nasdaq's largest since March.</p>\n<p>The S&amp;P 500 and the Nasdaq Composite index were on track for their largest monthly declines since September 2020.</p>\n<p>\"The big picture is the sudden surge in the past week of yields, which has led to a 'sell first, ask questions later' mentality,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p>\n<p>\"(But) there are multiple factors weighing on sentiment today,\" Detrick added. \"The back-and-forth in Washington with the debt ceiling and the spending bill and potential higher taxes have weighed on overall investor psyche and has led to a pretty good sized sell-off.\"</p>\n<p>The benchmark index was also setting a course for its weakest quarterly performance since the COVID pandemic brought the global economy to its knees.</p>\n<p>Weakness pervaded across most asset classes, including gold, suggesting widespread risk-off sentiment.</p>\n<p>U.S. Treasury yields continued rising, with 10-year yields reaching their highest level since June, as inflation expectations heated up and fears grew that the U.S. Federal Reserve could shorten its timeline for tightening its monetary policy.</p>\n<p>Treasury Secretary Janet Yellen said she expected inflation to end 2021 near 4% and warned lawmakers their failure to avert a government shutdown as the nation moves closer to exhausting its borrowing capabilities could cause \"serious harm\" to the economy.</p>\n<p>Senate Republicans appeared set to strike down Democrats' efforts to extend the government's borrowing authority and avoid a potential U.S. credit default.</p>\n<p>A Conference Board report showed consumer confidence weakened unexpectedly in September to the lowest level since February.</p>\n<p>The Dow Jones Industrial Average fell 569.38 points, or 1.63%, to 34,299.99; the S&amp;P 500 lost 90.48 points, or 2.04%, at 4,352.63; and the Nasdaq Composite dropped 423.29 points, or 2.83%, to 14,546.68.</p>\n<p>Half of the S&amp;P 500's components closed 10% or more below their 52-week highs. That included 63 stocks that had fallen 20% or more.</p>\n<p>Among the 11 major sectors of the S&amp;P 500, all but energy ended red, with tech and communications services suffering the steepest percentage losses.</p>\n<p>Communications services shed 2.8%, the sector's biggest one-day percentage decline since January. The S&amp;P growth index closed at its lowest since July and posted its biggest one-day percentage drop since February.</p>\n<p>Microsoft Corp, Apple Inc, Amazon.com Inc and Alphabet Inc weighed heaviest on the S&amp;P and Nasdaq, falling between 2.4% and 3.6%.</p>\n<p>Ford Motor Co was one of the few bright spots, advancing 1.1% on news that it would join Korean battery partner SK Innovation to invest $11.4 billion to build an electric F-150 assembly plant and three U.S. battery plants.</p>\n<p>Declining issues outnumbered gainers on the NYSE by a 4.35-to-1 ratio; on Nasdaq, a 4.52-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 17 new 52-week highs and five new lows; the Nasdaq Composite recorded 54 new highs and 120 new lows.</p>\n<p>Volume on U.S. exchanges was 12.27 billion shares, compared with the 10.37 billion average over the last 20 trading days.</p>\n<p>(Reporting by Stephen Culp; Additional reporting by Noel Randewich and Sinead Carew in New York and Devik Jain in Bengaluru; Editing by Richard Chang)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street swoons on rising Treasury yields, growing inflation worries</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street swoons on rising Treasury yields, growing inflation worries\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\">2021-09-29 04:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>S&amp;P 500's worst day since May, Nasdaq's worst since March</li>\n <li>Ford rises on $11.4 bln investment with SK Innovation</li>\n <li>Indexes drop: Dow 1.63%, S&amp;P 2.04%, Nasdaq 2.83% (Updates with closing prices)</li>\n</ul>\n<p>NEW YORK, Sept 28 (Reuters) - Wall Street stocks ended sharply lower on Tuesday in a broad sell-off driven by rising U.S. Treasury yields, deepening concerns over persistent inflation, and contentious debt ceiling negotiations in Washington.</p>\n<p>All three major U.S. stock indexes slid nearly 2% or more, with interest rate sensitive tech and tech-adjacent stocks weighing heaviest as investors lost their risk appetite.</p>\n<p>It was the S&amp;P 500 index's biggest one-day percentage drop since May, and the Nasdaq's largest since March.</p>\n<p>The S&amp;P 500 and the Nasdaq Composite index were on track for their largest monthly declines since September 2020.</p>\n<p>\"The big picture is the sudden surge in the past week of yields, which has led to a 'sell first, ask questions later' mentality,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p>\n<p>\"(But) there are multiple factors weighing on sentiment today,\" Detrick added. \"The back-and-forth in Washington with the debt ceiling and the spending bill and potential higher taxes have weighed on overall investor psyche and has led to a pretty good sized sell-off.\"</p>\n<p>The benchmark index was also setting a course for its weakest quarterly performance since the COVID pandemic brought the global economy to its knees.</p>\n<p>Weakness pervaded across most asset classes, including gold, suggesting widespread risk-off sentiment.</p>\n<p>U.S. Treasury yields continued rising, with 10-year yields reaching their highest level since June, as inflation expectations heated up and fears grew that the U.S. Federal Reserve could shorten its timeline for tightening its monetary policy.</p>\n<p>Treasury Secretary Janet Yellen said she expected inflation to end 2021 near 4% and warned lawmakers their failure to avert a government shutdown as the nation moves closer to exhausting its borrowing capabilities could cause \"serious harm\" to the economy.</p>\n<p>Senate Republicans appeared set to strike down Democrats' efforts to extend the government's borrowing authority and avoid a potential U.S. credit default.</p>\n<p>A Conference Board report showed consumer confidence weakened unexpectedly in September to the lowest level since February.</p>\n<p>The Dow Jones Industrial Average fell 569.38 points, or 1.63%, to 34,299.99; the S&amp;P 500 lost 90.48 points, or 2.04%, at 4,352.63; and the Nasdaq Composite dropped 423.29 points, or 2.83%, to 14,546.68.</p>\n<p>Half of the S&amp;P 500's components closed 10% or more below their 52-week highs. That included 63 stocks that had fallen 20% or more.</p>\n<p>Among the 11 major sectors of the S&amp;P 500, all but energy ended red, with tech and communications services suffering the steepest percentage losses.</p>\n<p>Communications services shed 2.8%, the sector's biggest one-day percentage decline since January. The S&amp;P growth index closed at its lowest since July and posted its biggest one-day percentage drop since February.</p>\n<p>Microsoft Corp, Apple Inc, Amazon.com Inc and Alphabet Inc weighed heaviest on the S&amp;P and Nasdaq, falling between 2.4% and 3.6%.</p>\n<p>Ford Motor Co was one of the few bright spots, advancing 1.1% on news that it would join Korean battery partner SK Innovation to invest $11.4 billion to build an electric F-150 assembly plant and three U.S. battery plants.</p>\n<p>Declining issues outnumbered gainers on the NYSE by a 4.35-to-1 ratio; on Nasdaq, a 4.52-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 17 new 52-week highs and five new lows; the Nasdaq Composite recorded 54 new highs and 120 new lows.</p>\n<p>Volume on U.S. exchanges was 12.27 billion shares, compared with the 10.37 billion average over the last 20 trading days.</p>\n<p>(Reporting by Stephen Culp; Additional reporting by Noel Randewich and Sinead Carew in New York and Devik Jain in Bengaluru; Editing by Richard Chang)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179744266","content_text":"S&P 500's worst day since May, Nasdaq's worst since March\nFord rises on $11.4 bln investment with SK Innovation\nIndexes drop: Dow 1.63%, S&P 2.04%, Nasdaq 2.83% (Updates with closing prices)\n\nNEW YORK, Sept 28 (Reuters) - Wall Street stocks ended sharply lower on Tuesday in a broad sell-off driven by rising U.S. Treasury yields, deepening concerns over persistent inflation, and contentious debt ceiling negotiations in Washington.\nAll three major U.S. stock indexes slid nearly 2% or more, with interest rate sensitive tech and tech-adjacent stocks weighing heaviest as investors lost their risk appetite.\nIt was the S&P 500 index's biggest one-day percentage drop since May, and the Nasdaq's largest since March.\nThe S&P 500 and the Nasdaq Composite index were on track for their largest monthly declines since September 2020.\n\"The big picture is the sudden surge in the past week of yields, which has led to a 'sell first, ask questions later' mentality,\" Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.\n\"(But) there are multiple factors weighing on sentiment today,\" Detrick added. \"The back-and-forth in Washington with the debt ceiling and the spending bill and potential higher taxes have weighed on overall investor psyche and has led to a pretty good sized sell-off.\"\nThe benchmark index was also setting a course for its weakest quarterly performance since the COVID pandemic brought the global economy to its knees.\nWeakness pervaded across most asset classes, including gold, suggesting widespread risk-off sentiment.\nU.S. Treasury yields continued rising, with 10-year yields reaching their highest level since June, as inflation expectations heated up and fears grew that the U.S. Federal Reserve could shorten its timeline for tightening its monetary policy.\nTreasury Secretary Janet Yellen said she expected inflation to end 2021 near 4% and warned lawmakers their failure to avert a government shutdown as the nation moves closer to exhausting its borrowing capabilities could cause \"serious harm\" to the economy.\nSenate Republicans appeared set to strike down Democrats' efforts to extend the government's borrowing authority and avoid a potential U.S. credit default.\nA Conference Board report showed consumer confidence weakened unexpectedly in September to the lowest level since February.\nThe Dow Jones Industrial Average fell 569.38 points, or 1.63%, to 34,299.99; the S&P 500 lost 90.48 points, or 2.04%, at 4,352.63; and the Nasdaq Composite dropped 423.29 points, or 2.83%, to 14,546.68.\nHalf of the S&P 500's components closed 10% or more below their 52-week highs. That included 63 stocks that had fallen 20% or more.\nAmong the 11 major sectors of the S&P 500, all but energy ended red, with tech and communications services suffering the steepest percentage losses.\nCommunications services shed 2.8%, the sector's biggest one-day percentage decline since January. The S&P growth index closed at its lowest since July and posted its biggest one-day percentage drop since February.\nMicrosoft Corp, Apple Inc, Amazon.com Inc and Alphabet Inc weighed heaviest on the S&P and Nasdaq, falling between 2.4% and 3.6%.\nFord Motor Co was one of the few bright spots, advancing 1.1% on news that it would join Korean battery partner SK Innovation to invest $11.4 billion to build an electric F-150 assembly plant and three U.S. battery plants.\nDeclining issues outnumbered gainers on the NYSE by a 4.35-to-1 ratio; on Nasdaq, a 4.52-to-1 ratio favored decliners.\nThe S&P 500 posted 17 new 52-week highs and five new lows; the Nasdaq Composite recorded 54 new highs and 120 new lows.\nVolume on U.S. exchanges was 12.27 billion shares, compared with the 10.37 billion average over the last 20 trading days.\n(Reporting by Stephen Culp; Additional reporting by Noel Randewich and Sinead Carew in New York and Devik Jain in Bengaluru; Editing by Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860080570,"gmtCreate":1632107362090,"gmtModify":1632802790019,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Sweat","listText":"Sweat","text":"Sweat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860080570","repostId":"1147800593","repostType":4,"repost":{"id":"1147800593","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632106802,"share":"https://www.laohu8.com/m/news/1147800593?lang=&edition=full","pubTime":"2021-09-20 11:00","market":"hk","language":"en","title":"Asia stocks on the skids, HK hits 11-month low","url":"https://stock-news.laohu8.com/highlight/detail?id=1147800593","media":"Tiger Newspress","summary":"Asian shares slid and the dollar held firm on Monday ahead of a week packed with no less than a doze","content":"<p>Asian shares slid and the dollar held firm on Monday ahead of a week packed with no less than a dozen central bank meetings, highlighted by the Federal Reserve which is likely to take another step toward tapering.</p>\n<p>Holidays in Japan, China and South Korea made for thin conditions, and politics added extra uncertainty with elections in Canada and Germany bookending the week.</p>\n<p>The&nbsp;stocks in Hong Kong&nbsp;skidded more than 4% to their lowest in almost 11 months.</p>\n<p><img src=\"https://static.tigerbbs.com/a42d1a9edab746e9add26971d833b8f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>MSCI's broadest index of Asia-Pacific shares outside Japan&nbsp;slid another 1.4%, after shedding 2.5% last week, with Australia&nbsp;down 1.5%.</p>\n<p>Japan's Nikkei&nbsp;was shut, but futures were 400 points below the Friday cash close. The market could do with consolidating after surging to 30-year highs on hopes a new Prime Minister will bring more stimulus and policy change.</p>\n<p>Nasdaq futures eased 0.5% and S&amp;P 500 futures fell 0.3%, with Wall Street ending last week on a soft note after disappointing U.S. consumer confidence data.</p>\n<p>The Fed is still expected to lay the groundwork for a tapering at its policy meeting on Tuesday and Wednesday, though the consensus is for an actual announcement to be delayed until the November or December meetings.</p>\n<p>Yields on 10-year Treasuries touched a two-month top and the curve flattened ahead of the meeting.</p>\n<p>\"A flatter yield curve suggests some fears the Fed may overdo the eventual hiking cycle,\" cautioned Tapas Strickland, a director of economics at NAB.</p>\n<p>He noted only 2-3 FOMC members would need to shift their \"dot plot\" forecasts for a hike in 2022 to make it the median, given seven of 18 had already tipped a move next year.</p>\n<p>\"The Fed will also have dots for 2024 which will give an indication of the steepness of the potential hiking cycle.\"</p>\n<p>The market consensus is for two hikes in 2023 and four in 2024 with the longer-run fed funds rate seen at 2.125%.</p>\n<p>Central banks in the EU, Japan, UK, Switzerland, Sweden, Norway, Indonesia, the Philippines, Brazil, South Africa, Turkey and Hungary all have meetings this week.</p>\n<p>The Norges Bank is expected to be the first in the G10 to raise interest rates.</p>\n<p>Higher U.S. yields has combined with general risk aversion to benefit the dollar which was up near a one-month high at 93.303 on a basket of currencies.</p>\n<p>It was range bound on the yen at 109.96 , while the euro was near its lowest in three weeks at $1.1717 in part on uncertainty ahead of Germany's election this weekend.</p>\n<p>Canada goes to the polls on Monday with the race too close to call.</p>\n<p>The firmer dollar weighed on gold, which was pinned at $1,749 an ounce after losing 1.9% last week.</p>\n<p>Oil prices eased as energy companies in the U.S. Gulf of Mexico restarted production after back-to-back hurricanes in the region shut output.</p>\n<p>Brent fell 54 cents to $74.80 a barrel, while U.S. crude lost 57 cents to $71.40.</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>Asia stocks on the skids, HK hits 11-month low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nAsia stocks on the skids, HK hits 11-month low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-20 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Asian shares slid and the dollar held firm on Monday ahead of a week packed with no less than a dozen central bank meetings, highlighted by the Federal Reserve which is likely to take another step toward tapering.</p>\n<p>Holidays in Japan, China and South Korea made for thin conditions, and politics added extra uncertainty with elections in Canada and Germany bookending the week.</p>\n<p>The&nbsp;stocks in Hong Kong&nbsp;skidded more than 4% to their lowest in almost 11 months.</p>\n<p><img src=\"https://static.tigerbbs.com/a42d1a9edab746e9add26971d833b8f7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>MSCI's broadest index of Asia-Pacific shares outside Japan&nbsp;slid another 1.4%, after shedding 2.5% last week, with Australia&nbsp;down 1.5%.</p>\n<p>Japan's Nikkei&nbsp;was shut, but futures were 400 points below the Friday cash close. The market could do with consolidating after surging to 30-year highs on hopes a new Prime Minister will bring more stimulus and policy change.</p>\n<p>Nasdaq futures eased 0.5% and S&amp;P 500 futures fell 0.3%, with Wall Street ending last week on a soft note after disappointing U.S. consumer confidence data.</p>\n<p>The Fed is still expected to lay the groundwork for a tapering at its policy meeting on Tuesday and Wednesday, though the consensus is for an actual announcement to be delayed until the November or December meetings.</p>\n<p>Yields on 10-year Treasuries touched a two-month top and the curve flattened ahead of the meeting.</p>\n<p>\"A flatter yield curve suggests some fears the Fed may overdo the eventual hiking cycle,\" cautioned Tapas Strickland, a director of economics at NAB.</p>\n<p>He noted only 2-3 FOMC members would need to shift their \"dot plot\" forecasts for a hike in 2022 to make it the median, given seven of 18 had already tipped a move next year.</p>\n<p>\"The Fed will also have dots for 2024 which will give an indication of the steepness of the potential hiking cycle.\"</p>\n<p>The market consensus is for two hikes in 2023 and four in 2024 with the longer-run fed funds rate seen at 2.125%.</p>\n<p>Central banks in the EU, Japan, UK, Switzerland, Sweden, Norway, Indonesia, the Philippines, Brazil, South Africa, Turkey and Hungary all have meetings this week.</p>\n<p>The Norges Bank is expected to be the first in the G10 to raise interest rates.</p>\n<p>Higher U.S. yields has combined with general risk aversion to benefit the dollar which was up near a one-month high at 93.303 on a basket of currencies.</p>\n<p>It was range bound on the yen at 109.96 , while the euro was near its lowest in three weeks at $1.1717 in part on uncertainty ahead of Germany's election this weekend.</p>\n<p>Canada goes to the polls on Monday with the race too close to call.</p>\n<p>The firmer dollar weighed on gold, which was pinned at $1,749 an ounce after losing 1.9% last week.</p>\n<p>Oil prices eased as energy companies in the U.S. Gulf of Mexico restarted production after back-to-back hurricanes in the region shut output.</p>\n<p>Brent fell 54 cents to $74.80 a barrel, while U.S. crude lost 57 cents to $71.40.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","HSCEI":"国企指数","HSCCI":"红筹指数","HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147800593","content_text":"Asian shares slid and the dollar held firm on Monday ahead of a week packed with no less than a dozen central bank meetings, highlighted by the Federal Reserve which is likely to take another step toward tapering.\nHolidays in Japan, China and South Korea made for thin conditions, and politics added extra uncertainty with elections in Canada and Germany bookending the week.\nThe stocks in Hong Kong skidded more than 4% to their lowest in almost 11 months.\n\nMSCI's broadest index of Asia-Pacific shares outside Japan slid another 1.4%, after shedding 2.5% last week, with Australia down 1.5%.\nJapan's Nikkei was shut, but futures were 400 points below the Friday cash close. The market could do with consolidating after surging to 30-year highs on hopes a new Prime Minister will bring more stimulus and policy change.\nNasdaq futures eased 0.5% and S&P 500 futures fell 0.3%, with Wall Street ending last week on a soft note after disappointing U.S. consumer confidence data.\nThe Fed is still expected to lay the groundwork for a tapering at its policy meeting on Tuesday and Wednesday, though the consensus is for an actual announcement to be delayed until the November or December meetings.\nYields on 10-year Treasuries touched a two-month top and the curve flattened ahead of the meeting.\n\"A flatter yield curve suggests some fears the Fed may overdo the eventual hiking cycle,\" cautioned Tapas Strickland, a director of economics at NAB.\nHe noted only 2-3 FOMC members would need to shift their \"dot plot\" forecasts for a hike in 2022 to make it the median, given seven of 18 had already tipped a move next year.\n\"The Fed will also have dots for 2024 which will give an indication of the steepness of the potential hiking cycle.\"\nThe market consensus is for two hikes in 2023 and four in 2024 with the longer-run fed funds rate seen at 2.125%.\nCentral banks in the EU, Japan, UK, Switzerland, Sweden, Norway, Indonesia, the Philippines, Brazil, South Africa, Turkey and Hungary all have meetings this week.\nThe Norges Bank is expected to be the first in the G10 to raise interest rates.\nHigher U.S. yields has combined with general risk aversion to benefit the dollar which was up near a one-month high at 93.303 on a basket of currencies.\nIt was range bound on the yen at 109.96 , while the euro was near its lowest in three weeks at $1.1717 in part on uncertainty ahead of Germany's election this weekend.\nCanada goes to the polls on Monday with the race too close to call.\nThe firmer dollar weighed on gold, which was pinned at $1,749 an ounce after losing 1.9% last week.\nOil prices eased as energy companies in the U.S. Gulf of Mexico restarted production after back-to-back hurricanes in the region shut output.\nBrent fell 54 cents to $74.80 a barrel, while U.S. crude lost 57 cents to $71.40.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881216632,"gmtCreate":1631343132326,"gmtModify":1631889383239,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APX.AU\">$Appen Ltd(APX.AU)$</a>new Low [Facepalm]&nbsp;","listText":"<a href=\"https://laohu8.com/S/APX.AU\">$Appen Ltd(APX.AU)$</a>new Low [Facepalm]&nbsp;","text":"$Appen Ltd(APX.AU)$new Low [Facepalm]","images":[{"img":"https://static.tigerbbs.com/e06d60b354addb0b0d406c8cf8f01d0e","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881216632","isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883256001,"gmtCreate":1631247366103,"gmtModify":1631889383247,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00347\">$ANGANG STEEL(00347)$</a>rare profit from hk","listText":"<a href=\"https://laohu8.com/S/00347\">$ANGANG STEEL(00347)$</a>rare profit from hk","text":"$ANGANG STEEL(00347)$rare profit from hk","images":[{"img":"https://static.tigerbbs.com/851948622b4475fb217841a87cb1bee8","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883256001","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880596445,"gmtCreate":1631063809687,"gmtModify":1631889397684,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00347\">$ANGANG STEEL(00347)$</a>Sudden run up","listText":"<a href=\"https://laohu8.com/S/00347\">$ANGANG STEEL(00347)$</a>Sudden run up","text":"$ANGANG STEEL(00347)$Sudden run up","images":[{"img":"https://static.tigerbbs.com/a5543199857ce4f6ee2d12e491931468","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/880596445","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":834905890,"gmtCreate":1629765135310,"gmtModify":1633682638900,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Great news","listText":"Great news","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834905890","repostId":"1103523722","repostType":4,"repost":{"id":"1103523722","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629726550,"share":"https://www.laohu8.com/m/news/1103523722?lang=&edition=full","pubTime":"2021-08-23 21:49","market":"us","language":"en","title":"EV stocks surged in Monday morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1103523722","media":"Tiger Newspress","summary":"EV stocks surged in Monday morning trading.Tesla,Nio and Li Auto shares rose more than 2%.Tesla has officially started Model Y deliveries in Europe.It was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.Tesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.Like any new introduction from Tesla, European buyers generally have to wait until Fremo","content":"<p>EV stocks surged in Monday morning trading.Tesla,Nio&nbsp;and Li Auto&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/9b189db1a61970659fe3cfa28abccaea\" tg-width=\"360\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla&nbsp;has officially started Model Y deliveries in Europe.</p>\n<p>It was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.</p>\n<p>Tesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.</p>\n<p>Like any new introduction from Tesla, European buyers generally have to wait until Fremont factory starts producing batches of European versions of the new cars and ships them to the old continent.</p>\n<p>However, the automaker announced a change in strategy to introduce Model Y in Europe and China.</p>\n<p>Tesla said that it would only start deliveries in those markets after achieving new local production at Gigafactory Shanghai and Gigafactory Berlin.</p>\n<p>This was achieved in a record time in China, and&nbsp;Tesla started Model Y deliveries in the market earlier this year.</p>\n<p>It has been a different story in Europe.</p>\n<p>Tesla has run into some challenges in starting production at Gigafactory Berlin, and the timeline has shifted from July 2021 to October 2021.</p>\n<p>But instead of waiting to start deliveries of the new Model Y, Tesla has decided to export Model Y vehicles produced at Gigafactory Shanghai to European markets.</p>\n<p>We recently reported that&nbsp;Tesla exported over 8,000 Model Ys from China last month, with most of them expected to come to Europe.</p>\n<p>They werespotted for the first timetwo weeks ago.</p>\n<p>Now we can confirm that Tesla has officially started Model Y deliveries in Europe.</p>\n<p>Can Dogan, a senior Tesla advisor at the store and service center inDortmund, Germany, posted a picture of the first European Model Y delivery on&nbsp;LinkedIn:</p>\n<p><img src=\"https://static.tigerbbs.com/ba472849be1800fdf041761fe34f58ba\" tg-width=\"1478\" tg-height=\"1108\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The electric vehicle has also been spotted in several other European markets, like Norway and the Netherlands, where deliveries are also expected to start soon.</p>\n<p>It will be interesting to see how the Model Y contributes to electric vehicle sales in Europe in the coming months – though the real volume is expected to come with local production next year.</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>EV stocks surged in Monday morning trading</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\">\nEV stocks surged in Monday morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-23 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>EV stocks surged in Monday morning trading.Tesla,Nio&nbsp;and Li Auto&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%.</p>\n<p><img src=\"https://static.tigerbbs.com/9b189db1a61970659fe3cfa28abccaea\" tg-width=\"360\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla&nbsp;has officially started Model Y deliveries in Europe.</p>\n<p>It was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.</p>\n<p>Tesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.</p>\n<p>Like any new introduction from Tesla, European buyers generally have to wait until Fremont factory starts producing batches of European versions of the new cars and ships them to the old continent.</p>\n<p>However, the automaker announced a change in strategy to introduce Model Y in Europe and China.</p>\n<p>Tesla said that it would only start deliveries in those markets after achieving new local production at Gigafactory Shanghai and Gigafactory Berlin.</p>\n<p>This was achieved in a record time in China, and&nbsp;Tesla started Model Y deliveries in the market earlier this year.</p>\n<p>It has been a different story in Europe.</p>\n<p>Tesla has run into some challenges in starting production at Gigafactory Berlin, and the timeline has shifted from July 2021 to October 2021.</p>\n<p>But instead of waiting to start deliveries of the new Model Y, Tesla has decided to export Model Y vehicles produced at Gigafactory Shanghai to European markets.</p>\n<p>We recently reported that&nbsp;Tesla exported over 8,000 Model Ys from China last month, with most of them expected to come to Europe.</p>\n<p>They werespotted for the first timetwo weeks ago.</p>\n<p>Now we can confirm that Tesla has officially started Model Y deliveries in Europe.</p>\n<p>Can Dogan, a senior Tesla advisor at the store and service center inDortmund, Germany, posted a picture of the first European Model Y delivery on&nbsp;LinkedIn:</p>\n<p><img src=\"https://static.tigerbbs.com/ba472849be1800fdf041761fe34f58ba\" tg-width=\"1478\" tg-height=\"1108\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The electric vehicle has also been spotted in several other European markets, like Norway and the Netherlands, where deliveries are also expected to start soon.</p>\n<p>It will be interesting to see how the Model Y contributes to electric vehicle sales in Europe in the coming months – though the real volume is expected to come with local production next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103523722","content_text":"EV stocks surged in Monday morning trading.Tesla,Nio and Li Auto shares rose more than 2%.\n\nTesla has officially started Model Y deliveries in Europe.\nIt was a long wait for customers and interestingly, the first deliveries were achieved through a change in strategy for Tesla.\nTesla first unveiled the Model Y in March of 2020 and delivered the first units of the electric SUV in the US almost exactly a year later.\nLike any new introduction from Tesla, European buyers generally have to wait until Fremont factory starts producing batches of European versions of the new cars and ships them to the old continent.\nHowever, the automaker announced a change in strategy to introduce Model Y in Europe and China.\nTesla said that it would only start deliveries in those markets after achieving new local production at Gigafactory Shanghai and Gigafactory Berlin.\nThis was achieved in a record time in China, and Tesla started Model Y deliveries in the market earlier this year.\nIt has been a different story in Europe.\nTesla has run into some challenges in starting production at Gigafactory Berlin, and the timeline has shifted from July 2021 to October 2021.\nBut instead of waiting to start deliveries of the new Model Y, Tesla has decided to export Model Y vehicles produced at Gigafactory Shanghai to European markets.\nWe recently reported that Tesla exported over 8,000 Model Ys from China last month, with most of them expected to come to Europe.\nThey werespotted for the first timetwo weeks ago.\nNow we can confirm that Tesla has officially started Model Y deliveries in Europe.\nCan Dogan, a senior Tesla advisor at the store and service center inDortmund, Germany, posted a picture of the first European Model Y delivery on LinkedIn:\n\nThe electric vehicle has also been spotted in several other European markets, like Norway and the Netherlands, where deliveries are also expected to start soon.\nIt will be interesting to see how the Model Y contributes to electric vehicle sales in Europe in the coming months – though the real volume is expected to come with local production next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832632688,"gmtCreate":1629617210944,"gmtModify":1633683718820,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832632688","repostId":"1115632642","repostType":4,"repost":{"id":"1115632642","pubTimestamp":1629471872,"share":"https://www.laohu8.com/m/news/1115632642?lang=&edition=full","pubTime":"2021-08-20 23:04","market":"us","language":"en","title":"Contrarian Investors Should Love Emerging Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1115632642","media":"Bloomberg","summary":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperfo","content":"<blockquote>\n <b>Stocks in developing countries are&nbsp;lagging behind those in the U.S. They could be poised to outperform in the coming years.</b>\n</blockquote>\n<p>Emerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of &nbsp;most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.</p>\n<p>That’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.</p>\n<p><img src=\"https://static.tigerbbs.com/dd22e89c12797121db43fe00543e1eb7\" tg-width=\"669\" tg-height=\"402\" width=\"100%\" height=\"auto\"></p>\n<p>This time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&amp;P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.</p>\n<p>Given the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&amp;P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.</p>\n<p><img src=\"https://static.tigerbbs.com/30aba59eba1452ca5a877020ce216bec\" tg-width=\"633\" tg-height=\"418\" width=\"100%\" height=\"auto\">But earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&amp;P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.</p>\n<p>Stocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&amp;P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&amp;P 500.</p>\n<p>And that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&amp;D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&amp;D investment in emerging markets has grown at more than three times the U.S. rate since 1995.</p>\n<p>If anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.</p>\n<p>The valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.</p>\n<p><img src=\"https://static.tigerbbs.com/8b9fb774ffbe544f200ac13222ee3b5e\" tg-width=\"649\" tg-height=\"371\" width=\"100%\" height=\"auto\">All of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.</p>\n<p>Contrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.</p>\n<p>It’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&amp;P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&amp;P 500 was cut by more than a third.</p>\n<p>I’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Contrarian Investors Should Love Emerging Markets</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\">\nContrarian Investors Should Love Emerging Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-08-19/personal-finance-contrarian-investors-should-love-emerging-markets?srnd=opinion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115632642","content_text":"Stocks in developing countries are lagging behind those in the U.S. They could be poised to outperform in the coming years.\n\nEmerging markets get no respect. Theyaccountfor about two-fifths of global gross domestic product and a quarter of global stocks by market value, and yet they’re a fraction of  most U.S. investors’ stock portfolios. If there’s ever a time to give emerging markets another look, this is it.\nThat’s because emerging-market stocks are lagging behind those in the U.S. by the biggest margin in two decades. The last time they were beaten this badly was when a wave of crises in developing countries slammed their stock markets during the late 1990s while dot-com mania lifted U.S. stocks to historic heights.\n\nThis time it’s about profits. U.S. companies have increased earnings at arecord ratein recent years while earnings growth in emerging markets has barely budged. Since 2010, earnings per share for the S&P 500 Index has grown 9.5% a year, compared with just 2.7% for the MSCI Emerging Markets Index. It wasn’t always this way. From 1995 to 2009, the first year for which numbers are available for emerging markets, earnings grew at roughly the same pace in developing countries as in the U.S., about 4% a year.\nGiven the sharp divergence in earnings growth since 2010, the U.S. may seem like the better place to invest, even when all available earnings numbers are considered. Earnings growth, after all, is a key component of stock returns, and the U.S. is producing more of it. Assuming analysts’ estimates for this year and next are reliable, the S&P 500 will have grown earnings 7.3% a year from 1995 to 2022, compared with just 4.4% a year for emerging markets. If U.S. companies were to maintain that lead, all else equal, expected returns would be 2.9 percentage points a year higher in the U.S. than in emerging markets.\nBut earnings growth isn’t the only driver of stock returns. Dividends and valuations play a role, too. When all three variables are considered, emerging markets appear to be the better bet. Analysts expect a dividend yield of 3% from emerging markets, compared with 1.5% for the S&P 500. When combined with earnings growth, the advantage for U.S. stocks shrinks to 1.4 percentage points a year.\nStocks are also much cheaper in emerging markets. They trade at 12 times next year’s earnings, whereas the comparable price-to-earnings ratio for the S&P 500 is 20 times. That valuation gap tips the scale in favor of emerging markets. One way to compare price to expected payoff is to take a ratio of P/E to the sum of expected earnings growth and dividend yield (the lower the ratio the better). Based on the previous numbers, that ratio is 1.7 for emerging markets and 2.3 for the S&P 500.\nAnd that may be the best case for U.S. stocks because it assumes U.S. companies will continue generating higher earnings growth and commanding much higher valuations than those in emerging markets, both questionable assumptions. It’s not obvious why earnings growth should be higher in the U.S. Investment in research and development, for instance, has beenshown to boost growth, and emerging-market companies spend as much on R&D as a percentage of sales as companies in the U.S. In fact, they may soon spend more, as R&D investment in emerging markets has grown at more than three times the U.S. rate since 1995.\nIf anything, it’s more likely that earnings growth in emerging markets will outpace the U.S. in the years ahead. Developing economies are growing faster than the U.S., a tailwind for their companies, particularly as they grab market share in their countries from American companies. Also, given that recent earnings growth has been unusually high in the U.S. and strangely low in emerging markets, the roles may reverse for a while, bringing earnings growth between them closer to parity.\nThe valuation gap between emerging markets and the U.S. could also narrow. The U.S. is rightly perceived as the safer place to invest, so it makes sense that investors are willing to pay more for U.S. companies. But how much more? The difference in P/E ratio based on forward earnings has averaged 4.7 times since 2005, the longest period for which numbers are available, and has rarely been as wide as it is today. If the gap were to close, it would be another boost for emerging markets relative to the U.S.\nAll of that may explain why theconsensus among big money managersis that emerging markets will deliver higher returns than the U.S. in coming years. Value stocks in emerging markets may perform even better. With a price tag of just 9 times forward earnings, they could credibly be called the most despised stocks on the planet.\nContrarian investors have taken note. Boston based money manager GMOestimatesthat emerging-market value stocks will return 3.2% a year after inflation over the next seven years, compared with a negative 8.2% a year for U.S. stocks. Rob Arnott, founder of index provider Research Affiliates, hassaidthat half of his liquid investments are invested in value stocks from developing countries.\nIt’s worth noting that the last time emerging market stocks performed this badly relative to the U.S., they went on to beat the S&P 500 by 14 percentage points a year from 2000 to 2007, and value stocks won by 15 percentage points a year. They did it by paying a higher dividend yield than U.S. stocks, generating nearly four times the earnings growth as U.S. companies and expanding their valuations while that of the S&P 500 was cut by more than a third.\nI’m not suggesting investors replace their U.S. stocks with ones in emerging markets. But developing countries now account for about 12% of the MSCI All Country World Index, a widely followed gauge of the global stock market. Stock portfolios that allocate less than that to emerging markets should ask why — and it won’t be easy to answer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836476865,"gmtCreate":1629518810457,"gmtModify":1633684276107,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Chip shortage… continued weakness may persists.[Cry]&nbsp;","listText":"Chip shortage… continued weakness may persists.[Cry]&nbsp;","text":"Chip shortage… continued weakness may persists.[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836476865","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","ASML":"阿斯麦","SNPS":"新思科技","GOOGL":"谷歌A","NVDA":"英伟达","QCOM":"高通","SSNLF":"三星电子","AAPL":"苹果","AMZN":"亚马逊","TSM":"台积电","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体","CDNS":"铿腾电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831660014,"gmtCreate":1629322415938,"gmtModify":1633685780250,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"Good news..&nbsp;","listText":"Good news..&nbsp;","text":"Good news..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831660014","repostId":"2160737694","repostType":4,"repost":{"id":"2160737694","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":1629299766,"share":"https://www.laohu8.com/m/news/2160737694?lang=&edition=full","pubTime":"2021-08-18 23:16","market":"other","language":"en","title":"U.S. crude stockpiles drop to lowest since Jan 2020 - EIA","url":"https://stock-news.laohu8.com/highlight/detail?id=2160737694","media":"Reuters","summary":"NEW YORK, Aug 18 (Reuters) - U.S. crude oil stockpiles last week fell by 3.2 million barrels to 435.","content":"<p>NEW YORK, Aug 18 (Reuters) - U.S. crude oil stockpiles last week fell by 3.2 million barrels to 435.5 million barrels, their lowest since January 2020, according to U.S. Energy Information Administration data released on Wednesday.</p>\n<p>U.S. weekly jet fuel product supplied, a proxy for demand, last week rose to about 1.7 million barrels per day, the highest since March 2020, the data showed.</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>U.S. crude stockpiles drop to lowest since Jan 2020 - EIA</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\">\nU.S. crude stockpiles drop to lowest since Jan 2020 - EIA\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\">2021-08-18 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 18 (Reuters) - U.S. crude oil stockpiles last week fell by 3.2 million barrels to 435.5 million barrels, their lowest since January 2020, according to U.S. Energy Information Administration data released on Wednesday.</p>\n<p>U.S. weekly jet fuel product supplied, a proxy for demand, last week rose to about 1.7 million barrels per day, the highest since March 2020, the data showed.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160737694","content_text":"NEW YORK, Aug 18 (Reuters) - U.S. crude oil stockpiles last week fell by 3.2 million barrels to 435.5 million barrels, their lowest since January 2020, according to U.S. Energy Information Administration data released on Wednesday.\nU.S. weekly jet fuel product supplied, a proxy for demand, last week rose to about 1.7 million barrels per day, the highest since March 2020, the data showed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891996379,"gmtCreate":1628314182391,"gmtModify":1633751707351,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"With Temasek ‘s support, hitting $5 is a matter of time","listText":"With Temasek ‘s support, hitting $5 is a matter of time","text":"With Temasek ‘s support, hitting $5 is a matter of time","images":[{"img":"https://static.tigerbbs.com/090f0e6be2b7da86e787c939f9347fde","width":"1125","height":"2774"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891996379","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":876381183,"gmtCreate":1637270957827,"gmtModify":1637270957965,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876381183","repostId":"1101595929","repostType":4,"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879367712,"gmtCreate":1636683179780,"gmtModify":1636683346895,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>Why move slower than Dbs&nbsp;","listText":"<a href=\"https://laohu8.com/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$</a>Why move slower than Dbs&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$Why move slower than Dbs","images":[{"img":"https://static.tigerbbs.com/604ecc9fc861476c50e6737326fe5ed5","width":"1125","height":"2774"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879367712","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":814693610,"gmtCreate":1630810160430,"gmtModify":1631889293526,"author":{"id":"3560749234390063","authorId":"3560749234390063","name":"DeepSea","avatar":"https://static.tigerbbs.com/2213ddab1af406cdbc9c3ab2dbdc635b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560749234390063","authorIdStr":"3560749234390063"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00823\">$LINK REIT(00823)$</a>Current weakness","listText":"<a href=\"https://laohu8.com/S/00823\">$LINK REIT(00823)$</a>Current weakness","text":"$LINK REIT(00823)$Current weakness","images":[{"img":"https://static.tigerbbs.com/a14c7269a66240e44f8ecb9357d6aae6","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/814693610","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}