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2021-07-17

Apes strong together, but will they stay together for long?

抱歉，原内容已删除

2021-07-15

Hoping that chinese companies like Alibaba will regain their shares prices

抱歉，原内容已删除

2021-08-27

Definitely there’s potential for these companies..

4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024

2021-07-25

While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success

Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-06-15

Amazon is amazing

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2021-08-05

Pretty informative article.

Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors

2021-06-02

$Apple(AAPL)$Hoping prices will go back up

2021-07-21

Any reason to explain the soar?

Cryptocurrency-related stocks soar in morning trading

2021-05-14

$Apple(AAPL)$[Sad]

2021-06-13

Everyone is a speculator.

Investor, Trader, Speculator: Which One Are You?

2021-06-09

So Facebook emerged victorious in their fight against Apple?

One FAANG stock is quietly making new highs, and one strategist still sees it as a buy

2021-06-20

What is this based on? I think demand for Apple products is steady in spite of inflation

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

2021-06-14

Yay Apple

抱歉，原内容已删除

2021-05-12

$Visa(V)$[Miser]

2021-07-11

Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.

Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.

2021-05-25

Rising due to news of stock split?

2021-05-21

Maybe they’re losing their market share

Apple: Is It Time To Buy The Weakness?

2021-10-30

Play to win prizes

@小虎活动:[Halloween Game] Trade or Treat!

2021-08-06

Is it a good time to buy?

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2021-07-22

I’m all for “buying the dip”, but I don’t see a dip haha

How to invest as the Delta variant takes hold

去老虎APP查看更多动态

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to win prizes","listText":"Play to win prizes","text":"Play to win prizes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840161265","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? 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Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819510131,"gmtCreate":1630076641223,"gmtModify":1704955662679,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Definitely there’s potential for these companies..","listText":"Definitely there’s potential for these companies..","text":"Definitely there’s potential for these companies..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819510131","repostId":"2162042478","repostType":4,"repost":{"id":"2162042478","kind":"highlight","pubTimestamp":1630063628,"share":"https://www.laohu8.com/m/news/2162042478?lang=&edition=full","pubTime":"2021-08-27 19:27","market":"us","language":"en","title":"4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2162042478","media":"Motley Fool","summary":"These are some of the quickest-growing large-cap companies over the next four years.","content":"<p>For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from the Federal Reserve have made borrowing cheap. With abundant access to capital, fast-paced companies have been free to innovate, hire, and acquire.</p>\n<p>Typically, we see the fastest sales growth from smaller companies. But that's not the case for the following four large-cap stocks (i.e., companies with a market cap of at least $10 billion). Based on Wall Street's consensus estimates, these hypergrowth large-cap stocks are expected to increase their sales 508% to 1,118% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640765%2Ffinancial-newspaper-dollar-sign-stock-quotes-invest-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Nio: 560% implied sales growth by 2024</h2>\n<p>It's no secret that electric vehicle (EV) manufacturers are set up perfectly to benefit from a multi-decade replacement cycle for consumer and enterprise vehicles. <b>Nio</b>'s (NYSE:NIO) opportunity within EVs is perhaps even more impressive given that it's based in China, the world's largest auto market.</p>\n<p>According to Wall Street, sales for Nio are expected to catapult from $2.55 billion in 2020 to $16.83 billion by 2024. For those of you keeping score at home, that's a 560% projected sales increase.</p>\n<p>Initially, Nio's expansion was slowed by capital concerns. it's difficult to build an auto stock from the ground up. However, with the company now sitting on billions in cash, it's simply waiting for the global semiconductor shortage to right itself. Even with this shortage, Nio's monthly deliveries hovered around 8,000 in June and July. The company looks to be well on its way to reaching a 150,000-vehicle annual run rate, once the global chip shortage is addressed.</p>\n<p>Equally exciting is Nio's unique battery-as-a-service venture, introduced <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago. This program is designed to allow buyers of its premium EVs to upgrade or replace their batteries in the future. Consumers also receive a discount off the initial sticker price of the vehicle they're buying. In return, buyers pay a monthly subscription fee, which is high margin and will likely boost brand loyalty.</p>\n<p>Nio will require patience from its shareholders, but all operating metrics look to be headed in the right direction.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63fb58e0c5abeccec0e7420a5e9cdc54\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: 508% implied sales growth by 2024</h2>\n<p>Perhaps it's no surprise that a cloud stock should be one of the fastest-growing large caps. Cloud data-warehousing company <b>Snowflake</b> (NYSE:SNOW) is expected to increase sales from the $592 million reported in fiscal 2021 to an estimated $3.6 billion by fiscal 2025. That's a 508% jump in just four years.</p>\n<p>What makes Snowflake such a fast-growing company is its unique business approach. For instance, it has shunned subscriptions in favor of a more transparent pay-as-you-go model for its customers. The company also built its platform atop the leading cloud infrastructure services. While it can be difficult for businesses to share data when they have that information stored on competing platforms, Snowflake allows its users to share data seamlessly.</p>\n<p>Through the first six months of fiscal 2022, sales have more than doubled, and its net retention rate in the second quarter actually expanded 1 percentage point to 169% from the sequential first quarter. In plainer English, this means existing clients spent 69% more in the second quarter of 2022 than they did in the comparable year-ago quarter.</p>\n<p>Snowflake's sales growth has thus far shown no signs of slowing. The only question is: Can Wall Street and investors tolerate the company's nosebleed valuation with profitability still a ways off? At roughly 75 times Wall Street's forecasted sales for 2021, the jury is still out.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640765%2Fphysician-doctor-administer-vaccine-flu-patient-covid19-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Novavax: 1,118% implied sales growth by 2024</h2>\n<p>Among biotech stocks, you'll struggle to find a company that's expected to grow faster than <b>Novavax</b> (NASDAQ:NVAX). After bringing in $476 million in full-year sales in 2020, the consensus is calling for approximately $5.8 billion in revenue by 2024. That's a projected increase of more than 1,110%!</p>\n<p>The reason Novavax should see its sales soar is the expected Emergency Use Authorization (EUA) for its coronavirus vaccine NVX-CoV2373. While the scientific name hardly rolls off the tongue, Novavax's COVID-19 vaccine has delivered strong efficacy in two large-scale studies. A broad-based U.K. study resulted in a vaccine efficacy (VE) of 89.7% in March, while a phase 3 trial in the U.S. and Mexico demonstrated a similar VE of 90.4%, as reported in June. Even with EUA filing and production delays in developed markets, NVX-CoV2373 could quickly ascend to a global No. 3 status in the fight against COVID.</p>\n<p>Additionally, early data, which is still being culled, appears to indicate the need for booster shots. With some studies suggesting that efficacy for some of the more prominent vaccines begins to wane within six months of the second dose, Novavax could slide in as a key cog on the booster front in developed markets.</p>\n<p>But perhaps the most exciting aspect of Novavax is the company's early-stage work on a combination COVID/influenza vaccine. This combo therapy could really separate it from the competition, if it's successful.</p>\n<p>As of now, Novavax is shaping up as one of the biggest bargains in the biotech space.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/948979a5906f6a772325eab379e777b1\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Coinbase Global: 556% implied sales growth by 2024</h2>\n<p>A fourth and final large-cap stock with some serious sales growth traction is cryptocurrency exchange and ecosystem <b>Coinbase Global</b> (NASDAQ:COIN). If you think Coinbase had a stellar year in 2020 with $1.28 billion in full-year sales, just wait till it generates $8.4 billion in full-year revenue in 2024, according to Wall Street's consensus. That's 556% sales growth in just four years.</p>\n<p>The excitement surrounding the company has everything to do with the rise of cryptocurrencies. In particular, trading in <b>Bitcoin</b>&nbsp;and <b>Ethereum</b>, the two largest digital currencies by market cap, accounts for a majority of the company's revenue. With Bitcoin significantly outperforming stocks over the past decade and Ethereum making waves in decentralized finance, Coinbase has quickly become the go-to for all things crypto. And its operating results show it.</p>\n<p>During the second quarter, it had 8.8 million monthly transacting users, and trading volume on its platform hit $462 billion. For comparison, trading volume in the second quarter of 2020 was $28 billion. Not surprisingly, revenue grew more than tenfold year over year.</p>\n<p>For the moment, growth and profitability aren't an issue. However, popular cryptocurrencies have a penchant for wild swings and drawn-out bear markets. If interest in the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> were to wane, Coinbase's sales growth would come to a crashing halt, if not reverse.</p>\n<p>What's more, there's zero barrier to entry in the crypto brokerage space. Even though Coinbase is the unquestioned most-popular digital currency exchange, transaction fees will likely be weighed down over time as more competition enters the space. Of the four hypergrowth stocks listed here, it's the one with the most tenuous long-term outlook.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024</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\">\n4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NVAX":"诺瓦瓦克斯医药","SNOW":"Snowflake","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162042478","content_text":"For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from the Federal Reserve have made borrowing cheap. With abundant access to capital, fast-paced companies have been free to innovate, hire, and acquire.\nTypically, we see the fastest sales growth from smaller companies. But that's not the case for the following four large-cap stocks (i.e., companies with a market cap of at least $10 billion). Based on Wall Street's consensus estimates, these hypergrowth large-cap stocks are expected to increase their sales 508% to 1,118% by 2024.\nImage source: Getty Images.\nNio: 560% implied sales growth by 2024\nIt's no secret that electric vehicle (EV) manufacturers are set up perfectly to benefit from a multi-decade replacement cycle for consumer and enterprise vehicles. Nio's (NYSE:NIO) opportunity within EVs is perhaps even more impressive given that it's based in China, the world's largest auto market.\nAccording to Wall Street, sales for Nio are expected to catapult from $2.55 billion in 2020 to $16.83 billion by 2024. For those of you keeping score at home, that's a 560% projected sales increase.\nInitially, Nio's expansion was slowed by capital concerns. it's difficult to build an auto stock from the ground up. However, with the company now sitting on billions in cash, it's simply waiting for the global semiconductor shortage to right itself. Even with this shortage, Nio's monthly deliveries hovered around 8,000 in June and July. The company looks to be well on its way to reaching a 150,000-vehicle annual run rate, once the global chip shortage is addressed.\nEqually exciting is Nio's unique battery-as-a-service venture, introduced one year ago. This program is designed to allow buyers of its premium EVs to upgrade or replace their batteries in the future. Consumers also receive a discount off the initial sticker price of the vehicle they're buying. In return, buyers pay a monthly subscription fee, which is high margin and will likely boost brand loyalty.\nNio will require patience from its shareholders, but all operating metrics look to be headed in the right direction.\nImage source: Getty Images.\nSnowflake: 508% implied sales growth by 2024\nPerhaps it's no surprise that a cloud stock should be one of the fastest-growing large caps. Cloud data-warehousing company Snowflake (NYSE:SNOW) is expected to increase sales from the $592 million reported in fiscal 2021 to an estimated $3.6 billion by fiscal 2025. That's a 508% jump in just four years.\nWhat makes Snowflake such a fast-growing company is its unique business approach. For instance, it has shunned subscriptions in favor of a more transparent pay-as-you-go model for its customers. The company also built its platform atop the leading cloud infrastructure services. While it can be difficult for businesses to share data when they have that information stored on competing platforms, Snowflake allows its users to share data seamlessly.\nThrough the first six months of fiscal 2022, sales have more than doubled, and its net retention rate in the second quarter actually expanded 1 percentage point to 169% from the sequential first quarter. In plainer English, this means existing clients spent 69% more in the second quarter of 2022 than they did in the comparable year-ago quarter.\nSnowflake's sales growth has thus far shown no signs of slowing. The only question is: Can Wall Street and investors tolerate the company's nosebleed valuation with profitability still a ways off? At roughly 75 times Wall Street's forecasted sales for 2021, the jury is still out.\nImage source: Getty Images.\nNovavax: 1,118% implied sales growth by 2024\nAmong biotech stocks, you'll struggle to find a company that's expected to grow faster than Novavax (NASDAQ:NVAX). After bringing in $476 million in full-year sales in 2020, the consensus is calling for approximately $5.8 billion in revenue by 2024. That's a projected increase of more than 1,110%!\nThe reason Novavax should see its sales soar is the expected Emergency Use Authorization (EUA) for its coronavirus vaccine NVX-CoV2373. While the scientific name hardly rolls off the tongue, Novavax's COVID-19 vaccine has delivered strong efficacy in two large-scale studies. A broad-based U.K. study resulted in a vaccine efficacy (VE) of 89.7% in March, while a phase 3 trial in the U.S. and Mexico demonstrated a similar VE of 90.4%, as reported in June. Even with EUA filing and production delays in developed markets, NVX-CoV2373 could quickly ascend to a global No. 3 status in the fight against COVID.\nAdditionally, early data, which is still being culled, appears to indicate the need for booster shots. With some studies suggesting that efficacy for some of the more prominent vaccines begins to wane within six months of the second dose, Novavax could slide in as a key cog on the booster front in developed markets.\nBut perhaps the most exciting aspect of Novavax is the company's early-stage work on a combination COVID/influenza vaccine. This combo therapy could really separate it from the competition, if it's successful.\nAs of now, Novavax is shaping up as one of the biggest bargains in the biotech space.\nImage source: Getty Images.\nCoinbase Global: 556% implied sales growth by 2024\nA fourth and final large-cap stock with some serious sales growth traction is cryptocurrency exchange and ecosystem Coinbase Global (NASDAQ:COIN). If you think Coinbase had a stellar year in 2020 with $1.28 billion in full-year sales, just wait till it generates $8.4 billion in full-year revenue in 2024, according to Wall Street's consensus. That's 556% sales growth in just four years.\nThe excitement surrounding the company has everything to do with the rise of cryptocurrencies. In particular, trading in Bitcoin and Ethereum, the two largest digital currencies by market cap, accounts for a majority of the company's revenue. With Bitcoin significantly outperforming stocks over the past decade and Ethereum making waves in decentralized finance, Coinbase has quickly become the go-to for all things crypto. And its operating results show it.\nDuring the second quarter, it had 8.8 million monthly transacting users, and trading volume on its platform hit $462 billion. For comparison, trading volume in the second quarter of 2020 was $28 billion. Not surprisingly, revenue grew more than tenfold year over year.\nFor the moment, growth and profitability aren't an issue. However, popular cryptocurrencies have a penchant for wild swings and drawn-out bear markets. If interest in the Big Two were to wane, Coinbase's sales growth would come to a crashing halt, if not reverse.\nWhat's more, there's zero barrier to entry in the crypto brokerage space. Even though Coinbase is the unquestioned most-popular digital currency exchange, transaction fees will likely be weighed down over time as more competition enters the space. Of the four hypergrowth stocks listed here, it's the one with the most tenuous long-term outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893858911,"gmtCreate":1628256741233,"gmtModify":1633752200723,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Is it a good time to buy?","listText":"Is it a good time to buy?","text":"Is it a good time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893858911","repostId":"2157456815","repostType":2,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890851914,"gmtCreate":1628093816638,"gmtModify":1633753635468,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Pretty informative article.","listText":"Pretty informative article.","text":"Pretty informative article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890851914","repostId":"2156060681","repostType":4,"repost":{"id":"2156060681","kind":"highlight","pubTimestamp":1628085780,"share":"https://www.laohu8.com/m/news/2156060681?lang=&edition=full","pubTime":"2021-08-04 22:03","market":"us","language":"en","title":"Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2156060681","media":"Motley Fool","summary":"The chip shortage is creating new opportunities and risks for investors.","content":"<blockquote>\n The chip shortage is creating new opportunities and risks for investors.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>The global chip shortage has the potential to last through 2023.</li>\n <li>Investors should dig deeper into the semiconductor sector to understand those challenges.</li>\n <li>Investors should recognize the near-term headwinds for companies relying on a steady supply of new chips.</li>\n</ul>\n<p>The global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.</p>\n<p>That shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.</p>\n<h3>1. Understand the secular tailwinds</h3>\n<p>Even if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. <a href=\"https://laohu8.com/S/NGD\">New</a> 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.</p>\n<p>However, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.</p>\n<h3>2. Understand the geopolitical tensions</h3>\n<p>The tech war between the U.S. and China is causing headaches for many chipmakers. For example, <b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Company</b> (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from <b>Huawei</b> after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b> and <b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></b> were also forced to cut ties with Huawei.</p>\n<p>That decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as <b>Nvidia</b>'s (NASDAQ:NVDA) planned purchase of Arm -- that benefit <a href=\"https://laohu8.com/S/AFG\">American</a> chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize <b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>'s (NASDAQ:INTC) plans to expand its domestic foundries.</p>\n<h3>3. Understand the different types of chipmakers</h3>\n<p>Investors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.</p>\n<p>IDMs design, manufacture, and sell their own chips. Intel, Skyworks, and <b><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a></b>&nbsp;are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.</p>\n<p>Fabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, <b><a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices</b>, and <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b> -- adopt this model because it's become too expensive to mass produce advanced chips on their own.</p>\n<p>Chip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.</p>\n<p>Lastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and <b>Samsung</b>are the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.</p>\n<p><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>4. Evaluate the revenue growth vs. the rising costs</h3>\n<p>The global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.</p>\n<p>TSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.</p>\n<p>Investors should also see where all that spending is going. One of those top beneficiaries is<b> ASML Holding</b> (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.</p>\n<p>Therefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.</p>\n<h3>5. Understand which companies are affected the most</h3>\n<p>In addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like<b> <a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL), <b><a href=\"https://laohu8.com/S/SONY\">Sony</a></b> , and <b>Nintendo</b>. Apple expects the chip shortage to impact its iPhone shipments this year, while <a href=\"https://laohu8.com/S/SONY\">Sony</a> and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.</p>\n<p>Most of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors</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\">\nTech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SSNLF":"三星电子","MU":"美光科技","INTC":"英特尔","SONY":"索尼","TXN":"德州仪器","ASML":"阿斯麦","SWKS":"思佳讯","TSM":"台积电","QCOM":"高通","AAPL":"苹果","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156060681","content_text":"The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the semiconductor sector to understand those challenges.\nInvestors should recognize the near-term headwinds for companies relying on a steady supply of new chips.\n\nThe global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.\nThat shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.\n1. Understand the secular tailwinds\nEven if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. New 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.\nHowever, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.\n2. Understand the geopolitical tensions\nThe tech war between the U.S. and China is causing headaches for many chipmakers. For example, Taiwan Semiconductor Manufacturing Company (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from Huawei after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like Skyworks Solutions and Micron Technology were also forced to cut ties with Huawei.\nThat decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as Nvidia's (NASDAQ:NVDA) planned purchase of Arm -- that benefit American chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize Intel's (NASDAQ:INTC) plans to expand its domestic foundries.\n3. Understand the different types of chipmakers\nInvestors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.\nIDMs design, manufacture, and sell their own chips. Intel, Skyworks, and Texas Instruments are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.\nFabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, Advanced Micro Devices, and Qualcomm -- adopt this model because it's become too expensive to mass produce advanced chips on their own.\nChip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.\nLastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and Samsungare the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.\n\nImage source: Getty Images.\n4. Evaluate the revenue growth vs. the rising costs\nThe global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.\nTSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.\nInvestors should also see where all that spending is going. One of those top beneficiaries is ASML Holding (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.\nTherefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.\n5. Understand which companies are affected the most\nIn addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like Apple (NASDAQ:AAPL), Sony , and Nintendo. Apple expects the chip shortage to impact its iPhone shipments this year, while Sony and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.\nMost of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177972455,"gmtCreate":1627178567777,"gmtModify":1631884664736,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success","listText":"While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success","text":"While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177972455","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172229433,"gmtCreate":1626963152722,"gmtModify":1633769323241,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"I’m all for “buying the dip”, but I don’t see a dip haha","listText":"I’m all for “buying the dip”, but I don’t see a dip haha","text":"I’m all for “buying the dip”, but I don’t see a dip haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172229433","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to invest as the Delta variant takes hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176846769,"gmtCreate":1626877503051,"gmtModify":1633770168862,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Any reason to explain the soar?","listText":"Any reason to explain the soar?","text":"Any reason to explain the soar?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176846769","repostId":"1182009211","repostType":4,"repost":{"id":"1182009211","kind":"news","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":1626876025,"share":"https://www.laohu8.com/m/news/1182009211?lang=&edition=full","pubTime":"2021-07-21 22:00","market":"us","language":"en","title":"Cryptocurrency-related stocks soar in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1182009211","media":"Tiger Newspress","summary":"(July 21) Cryptocurrency-related stocks soar in morning trading. \nOn day after sliding below $30,000","content":"<p>(July 21)&nbsp;Cryptocurrency-related stocks soar in morning trading.&nbsp;</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p>\n<p><img src=\"https://static.tigerbbs.com/96ba84b633e0ac3f409f8c463cd88beb\" tg-width=\"310\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b1ff2661c20fa3335bbd359f86b5e594\" tg-width=\"687\" tg-height=\"733\" referrerpolicy=\"no-referrer\"></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>Cryptocurrency-related stocks soar in 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\">\nCryptocurrency-related stocks soar in 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\">2021-07-21 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 21)&nbsp;Cryptocurrency-related stocks soar in morning trading.&nbsp;</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p>\n<p><img src=\"https://static.tigerbbs.com/96ba84b633e0ac3f409f8c463cd88beb\" tg-width=\"310\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b1ff2661c20fa3335bbd359f86b5e594\" tg-width=\"687\" tg-height=\"733\" referrerpolicy=\"no-referrer\"></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":"1182009211","content_text":"(July 21) Cryptocurrency-related stocks soar in morning trading. \nOn day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179281348,"gmtCreate":1626533972884,"gmtModify":1633926011860,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Apes strong together, but will they stay together for long?","listText":"Apes strong together, but will they stay together for long?","text":"Apes strong together, but will they stay together for long?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/179281348","repostId":"1159574501","repostType":4,"repost":{"id":"1159574501","kind":"news","pubTimestamp":1626484131,"share":"https://www.laohu8.com/m/news/1159574501?lang=&edition=full","pubTime":"2021-07-17 09:08","market":"us","language":"en","title":"'Bad Omen' For Meme Stocks And The Retail Trading Boom? Here's What The Data Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1159574501","media":"Benzinga","summary":"Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took ","content":"<p>Social media meme stocks&nbsp;<b>GameStop Corp.</b>(NYSE:GME) and&nbsp;<b>AMC Entertainment Holdings Inc</b>(NYSE:AMC) took a beating this week, with GameStop on track to finish the week down 9% and AMC set to lose 20.9% in Friday afternoon trading.</p>\n<p>DataTrek Research co-founder Nicholas Colas said this week&nbsp;there is an ominous sign the&nbsp;meme stock phenomenon may be dying a slow death.</p>\n<p><b>Retail Trading Boom:</b>DataTrek has been periodically tracking the boom in retail traders triggered during the pandemic in 2020 and 2021 by monitoring U.S. Google search volume for the keywords “invest” and “buy stock.” Colas said these basic search terms are a broad way to gauge marginal retail investor interest in the stock market.</p>\n<p>The image below shows how search volume for those key phrases has changed since the beginning of 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/9930646712b9790171cccf12a873f757\" tg-width=\"1199\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Colas said the search volume data clearly indicates the retail stock trading fad is completely over at this point, a “very bad omen” for AMC and GameStop. In fact, Google search volume is now back down to where it was before the pandemic started in early 2020.</p>\n<p>In addition, search volumes are now down 75% from their peak levels during the initial short squeezes in AMC and GameStop back in January 2021.</p>\n<p>Colas said meme stocks like AMC need new retail stock traders to join in the buying to support their stock prices else they could be headed for more volatility like they have experienced this week.</p>\n<p>“Bubbles need fresh money, or they deflate. Quickly,” Colas wrote. “Every craze needs new adherents (i.e., not just the same crowd) to keep it relevant, and the Google chart shows those are in increasingly short supply.”</p>\n<p><b>PMP Weighs In:</b>Benzinga&nbsp;PreMarket Prep co-host Dennis Dick said&nbsp;a good story can carry a stock a long way, and some stocks can even become so hot that they become temporarily disconnected from the company’s underlying fundamentals.</p>\n<p>“We have seen that in a number of meme stocks this year. Story can drive price in the short run but stocks almost always return back to their fundamental value in the long run,” Dick said.</p>\n<p>The type of disconnect between share price and underlying value that AMC and GameStop have experienced in 2021 is certainly nothing new. Canadian cannabis stock&nbsp;<b>Tilray Inc</b>(NASDAQ:TLRY) experienced a similar disconnect back in 2018 when a retail stock mania sent the stock skyrocketing up to $300. Today, Tilray is trading back down at around $13.90.</p>\n<p>“As the stock price begins to fall, momentum traders who have been chasing the hot story will begin to exit. But if the stock trades at an extreme valuation, there may be very few traders willing to buy. This is what we are starting to see in many meme stocks today,” Dick said.</p>\n<p><b>Benzinga's Take:</b>If the story begins to get hot again, the stock prices of overvalued story stocks can always recover once again. But without any underlying fundamentals to support the valuation, these types of stocks need a constant stream of new buyers and an increasingly bullish story to generate fresh enthusiasm.</p>","source":"lsy1606299360108","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>'Bad Omen' For Meme Stocks And The Retail Trading Boom? Here's What The Data Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'Bad Omen' For Meme Stocks And The Retail Trading Boom? Here's What The Data Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took a beating this week, with GameStop on track to finish the week down 9% and AMC set to lose 20.9% in ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","TLRY":"Tilray Inc.","AMC":"AMC院线"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/07/22023662/bad-omen-for-meme-stocks-and-the-retail-trading-boom-heres-what-the-data-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159574501","content_text":"Social media meme stocks GameStop Corp.(NYSE:GME) and AMC Entertainment Holdings Inc(NYSE:AMC) took a beating this week, with GameStop on track to finish the week down 9% and AMC set to lose 20.9% in Friday afternoon trading.\nDataTrek Research co-founder Nicholas Colas said this week there is an ominous sign the meme stock phenomenon may be dying a slow death.\nRetail Trading Boom:DataTrek has been periodically tracking the boom in retail traders triggered during the pandemic in 2020 and 2021 by monitoring U.S. Google search volume for the keywords “invest” and “buy stock.” Colas said these basic search terms are a broad way to gauge marginal retail investor interest in the stock market.\nThe image below shows how search volume for those key phrases has changed since the beginning of 2020.\n\nColas said the search volume data clearly indicates the retail stock trading fad is completely over at this point, a “very bad omen” for AMC and GameStop. In fact, Google search volume is now back down to where it was before the pandemic started in early 2020.\nIn addition, search volumes are now down 75% from their peak levels during the initial short squeezes in AMC and GameStop back in January 2021.\nColas said meme stocks like AMC need new retail stock traders to join in the buying to support their stock prices else they could be headed for more volatility like they have experienced this week.\n“Bubbles need fresh money, or they deflate. Quickly,” Colas wrote. “Every craze needs new adherents (i.e., not just the same crowd) to keep it relevant, and the Google chart shows those are in increasingly short supply.”\nPMP Weighs In:Benzinga PreMarket Prep co-host Dennis Dick said a good story can carry a stock a long way, and some stocks can even become so hot that they become temporarily disconnected from the company’s underlying fundamentals.\n“We have seen that in a number of meme stocks this year. Story can drive price in the short run but stocks almost always return back to their fundamental value in the long run,” Dick said.\nThe type of disconnect between share price and underlying value that AMC and GameStop have experienced in 2021 is certainly nothing new. Canadian cannabis stock Tilray Inc(NASDAQ:TLRY) experienced a similar disconnect back in 2018 when a retail stock mania sent the stock skyrocketing up to $300. Today, Tilray is trading back down at around $13.90.\n“As the stock price begins to fall, momentum traders who have been chasing the hot story will begin to exit. But if the stock trades at an extreme valuation, there may be very few traders willing to buy. This is what we are starting to see in many meme stocks today,” Dick said.\nBenzinga's Take:If the story begins to get hot again, the stock prices of overvalued story stocks can always recover once again. But without any underlying fundamentals to support the valuation, these types of stocks need a constant stream of new buyers and an increasingly bullish story to generate fresh enthusiasm.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144748954,"gmtCreate":1626316463778,"gmtModify":1633927927851,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Hoping that chinese companies like Alibaba will regain their shares prices","listText":"Hoping that chinese companies like Alibaba will regain their shares prices","text":"Hoping that chinese companies like Alibaba will regain their shares prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144748954","repostId":"1163666322","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148218637,"gmtCreate":1625977695229,"gmtModify":1633931153004,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.&nbsp;","listText":"Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.&nbsp;","text":"Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148218637","repostId":"1187480487","repostType":4,"repost":{"id":"1187480487","kind":"news","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":1625838849,"share":"https://www.laohu8.com/m/news/1187480487?lang=&edition=full","pubTime":"2021-07-09 21:54","market":"us","language":"en","title":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187480487","media":"Tiger Newspress","summary":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\n\n\nShanghai Disneyland","content":"<p>Disney&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;2%,as&nbsp;Shanghai Disneyland raising prices up to 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/c8b245ccacada732569aab91c7bad577\" tg-width=\"803\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Shanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.</li>\n <li>The resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.</li>\n <li>The Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).</li>\n <li>That results in increases of 9-10% across the board.</li>\n <p><b>Disney</b>&nbsp;is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.</p>\n <p>Worldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.</p>\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>Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.</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\">\nDisney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\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\">2021-07-09 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Disney&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;2%,as&nbsp;Shanghai Disneyland raising prices up to 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/c8b245ccacada732569aab91c7bad577\" tg-width=\"803\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Shanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.</li>\n <li>The resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.</li>\n <li>The Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).</li>\n <li>That results in increases of 9-10% across the board.</li>\n <p><b>Disney</b>&nbsp;is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.</p>\n <p>Worldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.</p>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187480487","content_text":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\n\n\nShanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.\nThe resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.\nThe Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).\nThat results in increases of 9-10% across the board.\nDisney is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.\nWorldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164333189,"gmtCreate":1624170380741,"gmtModify":1634009833799,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"What is this based on? I think demand for&nbsp;Apple products is steady in spite of inflation","listText":"What is this based on? I think demand for&nbsp;Apple products is steady in spite of inflation","text":"What is this based on? I think demand for Apple products is steady in spite of inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164333189","repostId":"1183124175","repostType":4,"repost":{"id":"1183124175","kind":"news","pubTimestamp":1624151620,"share":"https://www.laohu8.com/m/news/1183124175?lang=&edition=full","pubTime":"2021-06-20 09:13","market":"us","language":"en","title":"Beware these risky tech stocks in your portfolio, strategist Parker warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1183124175","media":"cnbc","summary":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.Growth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.Adam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a f","content":"<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beware these risky tech stocks in your portfolio, strategist Parker warns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeware these risky tech stocks in your portfolio, strategist Parker warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","AAPL":"苹果","NVDA":"英伟达","MCHP":"微芯科技","TWLO":"Twilio Inc"},"source_url":"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183124175","content_text":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.\nAdam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a few.\n“We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion, not earnings-based valuation,” Parker said in a note released Wednesday.\nTrivariate Research used a number of criteria to identify risky stocks, including low or negative correlation to inflation, high correlation to the economic reopening and high levels of company insiders selling their shares. The research firm then identified the eight riskiest names based on those measures.\n“Our view is that these are among the riskiest stocks to own today, so investors who own these names should have disproportionate upside to their base cases to compensate them for these risks,” Parker said.\nTake a look at five of the riskiest technology stocks, according to Trivariate.\nRISKIEST TECH STOCKS, ACCORDING TO TRIVARIATE\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\n\n\n\n\nMCHP\nMicrochip Technology Inc\n145.62\n-3.0686\n\n\nTWLO\nTwilio Inc\n367.61\n1.84\n\n\nSQ\nSquare Inc\n237.05\n0.39\n\n\nNVDA\nNVIDIA Corp\n745.55\n-0.0992\n\n\nAAPL\nApple Inc\n130.46\n-1.0092\n\n\n\nApple is on Trivariate’s list of riskiest stocks. The research firm identifies Apple as one of the stocks with the most negative correlation to inflation. Trivariate predicts that if bond yields rise or if fears of inflation continue, shares of Apple will underperform the market.\nNvidiaalso makes the list of risky tech stocks. Trivariate found the semiconductor stock has one of the most asymmetric beta — meaning the stock is consistently more volatile than the broader market during a market pullback compared with typical times.\nTrivariate also named payments companySquare, cloud communications platformTwilioand semiconductor manufacturerMicrochip Technologyamong the riskiest technology stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187764961,"gmtCreate":1623764821953,"gmtModify":1634028699629,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Amazon is amazing","listText":"Amazon is amazing","text":"Amazon is amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/187764961","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184307149,"gmtCreate":1623683094481,"gmtModify":1634030106314,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Yay Apple&nbsp;","listText":"Yay Apple&nbsp;","text":"Yay Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184307149","repostId":"2143784913","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182516655,"gmtCreate":1623588251277,"gmtModify":1634031393042,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Everyone is a speculator.&nbsp;","listText":"Everyone is a speculator.&nbsp;","text":"Everyone is a speculator.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182516655","repostId":"1147474880","repostType":4,"repost":{"id":"1147474880","kind":"news","pubTimestamp":1623470168,"share":"https://www.laohu8.com/m/news/1147474880?lang=&edition=full","pubTime":"2021-06-12 11:56","market":"us","language":"en","title":"Investor, Trader, Speculator: Which One Are You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147474880","media":"The Wall Street Journal","summary":"Understanding the difference between speculation and investing is essential to avoiding reckless ris","content":"<blockquote>\n Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n</blockquote>\n<p>I’ve had it.</p>\n<p>The Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.</p>\n<p>If you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.</p>\n<p>Whenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.</p>\n<p>You’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.</p>\n<p>Of course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%<i>are</i>investors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.</p>\n<p>An investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.</p>\n<p>The word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.</p>\n<p>Nevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”</p>\n<p>He wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)</p>\n<p>“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”</p>\n<p>Graham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.</p>\n<p>In that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”</p>\n<p>However, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”</p>\n<p>Most investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.</p>\n<p>If you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.</p>\n<p>Take speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.</p>\n<p>I think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.</p>\n<p>“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”</p>\n<p>I hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.</p>\n<p>Calling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.</p>\n<p>Ina recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”</p>\n<p>In her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.</p>\n<p>The currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)</p>\n<p>PAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.</p>\n<p>Ms. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”</p>\n<p>In Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.</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>Investor, Trader, Speculator: Which One Are You?</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\">\nInvestor, Trader, Speculator: Which One Are You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of ...</p>\n\n<a href=\"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147474880","content_text":"Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.\nIf you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.\nWhenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.\nYou’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.\nOf course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%areinvestors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.\nAn investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.\nThe word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.\nNevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”\nHe wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)\n“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”\nGraham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.\nIn that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”\nHowever, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”\nMost investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.\nIf you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.\nTake speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.\nI think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.\n“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”\nI hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.\nCalling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.\nIna recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”\nIn her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.\nThe currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)\nPAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.\nMs. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”\nIn Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189846838,"gmtCreate":1623252771824,"gmtModify":1634035282248,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"So Facebook emerged victorious in their fight against Apple?","listText":"So Facebook emerged victorious in their fight against Apple?","text":"So Facebook emerged victorious in their fight against Apple?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189846838","repostId":"1141275388","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111980211,"gmtCreate":1622648868433,"gmtModify":1634099566761,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Hoping prices will go back up","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Hoping prices will go back up","text":"$Apple(AAPL)$Hoping prices will go back up","images":[{"img":"https://static.tigerbbs.com/53d0cd304ff1d3c3d79f4749e7cd0bae","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111980211","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":138235599,"gmtCreate":1621941791911,"gmtModify":1634185318441,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Rising due to news of stock split?","listText":"Rising due to news of stock split?","text":"Rising due to news of stock split?","images":[{"img":"https://static.tigerbbs.com/aa76dd9da498d5ca835552c21efc2a3b","width":"1125","height":"3525"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138235599","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":139809376,"gmtCreate":1621604541395,"gmtModify":1634187715046,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Maybe they’re losing their market share","listText":"Maybe they’re losing their market share","text":"Maybe they’re losing their market share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139809376","repostId":"1199252374","repostType":2,"repost":{"id":"1199252374","kind":"news","pubTimestamp":1621586178,"share":"https://www.laohu8.com/m/news/1199252374?lang=&edition=full","pubTime":"2021-05-21 16:36","market":"us","language":"en","title":"Apple: Is It Time To Buy The Weakness?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199252374","media":"seekingalpha","summary":"Summary\n\nApple pointed to some potential higher sequential revenue declines for the current Q3 that ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple pointed to some potential higher sequential revenue declines for the current Q3 that could amount to an impact of ~$3-4 billion.</li>\n <li>Weaknesses in China's smartphone sales and some persistence of supply constraints for the Mac/iPad could make the impact slightly larger than expected.</li>\n <li>However, long-term trends within service revenue growth, consistent product refreshes and rumored product entries reinforce a positive stance.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b75be7034857efd886eb4d11828a4ac\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Shubhashish5/iStock Editorial via Getty Images</span></p>\n<p>Apple&nbsp;(NASDAQ:AAPL)&nbsp;has found support twice along its 200-day moving average in the past seven days as tech has felt some selling pressure recently, while strong demand tailwinds for products like the Mac and iPad persist. However, iPhone checks in China amid a broader smartphone decline don't look too promising for the geographic segment at the moment, and could exacerbate some of the expected declines for revenues alongside iPhone supply-demand balances. With half of the fiscal Q3 remaining, more of the focus now lies within potential spots of weakness as other drivers remain largely unchanged.</p>\n<p><b>Potential Weaknesses</b></p>\n<p>While Apple had a&nbsp;strong Q2 report, the company did point out certain factors that are likely to impact seasonal declines in revenues for the current fiscal Q3, while smartphone checks in China do not look to most positive to kick off the quarter.</p>\n<p>Q3's current consensus estimates of $1.00 EPS on $72.9 billion in revenue could be threatened by a few key factors, such as:</p>\n<p><b>Gross margins</b>: Apple posted a somewhat unexpected jump to a 42.5% margin during the quarter, which stemmed from \"cost savings, a strong mix and favorable foreign exchange.\" Historical gross margin has failed to break 40%, and although gross margin could hold above 40% during the remainder of the fiscal year from product mix, some of the seasonal volume impacts within the iPhone on top of sequentially lower revenues (discussed below) could reduce some leverage. Higher base pricing and higher ASPs for products, such as the Pro models, and growth in high-margin subscriptions are some factors that can offset these weaknesses.</p>\n<p><b>Sequential revenue impacts</b>: Apple already outlined during Q2's conference call that the seasonal/sequential revenue declines for Q3 are expected to be higher this year than the past two. Luca Maestri did clarify that sequential declines are likely to the tune of $3-4 billion for Q3 due to achievement of supply-demand balance for the iPhone in Q2 and supply constraints, likely stemming from the semiconductor shortage, while possibly weaker China iPhone sales could elevate the adverse impact.</p>\n<p>Supply constraints are no stranger to Apple, with the iPhone 12 seeing some constraints from main supplier TSMC (TSM) back in&nbsp;November&nbsp;with a need for 30-40% more chips to enable 5G and more; this time, the supply constraints are primarily affecting the Mac and iPad. Demand for the two remains elevated, so the supply impacts during the new product cycle for the M1-powered Mac and iPad Pro could persist into Q4, of which would have a higher adverse impact to revenues from a prolonged duration.</p>\n<p>China smartphone sales and iPhone checks are not the most positive, and a weaker-than-expected quarter of sales could affect both the top-line and bottom-line for Q3, given the geography's contribution to operating income with the highest operating margin. Apple's calendar Q1 shipment share (company's FQ2) dropped to 13% as domestic competitors OPPO and vivo took nearly 50% share combined as the two grew much faster than the remaining OEMs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc23ef459dbed2db3372c60e552c70b4\" tg-width=\"640\" tg-height=\"360\"><span>Graphic fromCounterpoint</span></p>\n<p>Paulo Santos pointed out that the iPhone saw a growth slowdown in March, and another&nbsp;slowdown in April,to a ~27% y/y drop in the face of a difficult iPhone SE2-boosted comp. However, Apple did gain a slight degree of market share for the month as the market contracted substantially; Paulo sees that May 2021 could prove another challenging month and another decline, setting Q3 up for a decline.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ea57a85409196e37a9a738f17494e15\" tg-width=\"640\" tg-height=\"396\"><span>Graphic fromCAICT</span></p>\n<p>The Chinese smartphone market declined 34.1% y/y from 41.7 million to 27.5 million units, and down nearly 25% from&nbsp;April 2019's&nbsp;36.5 million, representing quite a large slowdown for the month. 5G models dominated the market at nearly 78% of total shipments, up from 39.3%&nbsp;a year ago. Both 2020 and 2019 showed sequential declines from May through July, and 2021 is likely to show a similar dynamic, as these months typically have less holiday-spurred selling compared to November (Single's Day) and January/Feb. (New Year). A weaker overall market in May, of which could persist through June, would cement in Paulo's thesis for a weak May and Q3, while also likely dragging down segment revenues - Apple's China revenues were just +2% y/y from FY19 to FY20 for Q3, with overall market shipments near the same volume; if volumes this year come up lower, revenues could fail to impress.</p>\n<p>In a longer-term outlook, Apple faces some weakness in the year following an upgrade supercycle (FY15/16 for the 6, FY18/19 for the 8/X), this time with the iPhone 12/5G. Historical revenue trends for those years were poor, and Apple could see underwhelming revenue and EPS performance in FY22 relative to typical growth rates between 5-8% for both metrics. While gross margin could see a return back down to 39-39.5% in FY22 from the dissipation of iPhone supercycle demand in China/US, the quick growth of high-margin services over the long-run, i.e. FY24 and beyond, should start to drive gross margin towards the mid-40% range. The outcome of the Epic trial could prove challenging if Epic receives a favorable outcome, as Apple could be pressured to reduce commissions, which would impact both revenues and net income as commissions are primarily pure profit.</p>\n<p><b>The Strengths Still Remain</b></p>\n<p>Aside from some near-term weaknesses, Apple's strengths remain in play, with some outlined below.</p>\n<p>Apple still sees&nbsp;<b>strong checks in Mac and iPad demand</b>, with pick-up options available for the M1-powered Macs with longer battery life and the iPad Pro starting&nbsp;this weekend&nbsp;at retail locations. These two productions have not yet been recognized in quarterly results due to launch timing, and Apple is seeing \"strong first-time buyers on the Mac …run[ning] just south of 50%, and \"in China… it's more around two-thirds.\" This implies that even with the supply-side issues, revenue generation and growth spurred by the new products could be strong for the quarter.</p>\n<p><b>Relaxation of restrictions</b>in a more vaccinated environment paves the way for more foot traffic as 99% of Apple's retail locations are open. iPhone sales in branded and carrier stores could have been adversely impacted from less traffic and work-from-home/shop-online trends. Stores and face-to-face interactions with customers also provides more potential for upselling to services such as Apple Care and more, which can provide a small boost to service revenues immediately while aiding the long-term growth of the segment from more paid subscribers, which is nearing 700 million, with services like Apple Music having over 70 million and Apple TV over 40 million. New offerings like the rumored HiFi music could secure more subscriptions against competing services like Spotify (SPOT).</p>\n<p><b>Continual service revenue growth</b>&nbsp;is one of the largest long-term positives for Apple, as the segment boasts the highest gross margin at 70%. Apple has a broad service ecosystem, and the strong product demand witnessed through Q2 in all categories provides a tailwind for bundles like Apple One; this could provide a multi-quarter timeline of high-growth for services. Revenues for the segment are still one-third of iPhone, the largest single contributor, but services are still on a solid growth trajectory, one that could see the segment generate up to $80 billion annually by 2023 while contributing substantially to gross profit and net income.</p>\n<p>Apple's&nbsp;<b>ability to innovate</b>&nbsp;and constantly produce new products that are met with high demand across all product lines, from computers to phones to headphones and more, should never be overlooked. The company released AirTags and a new Apple TV 4K in April alongside the Mac and iPad refresh, with a lineup of refreshed, cheaper AirPods 3 and Pro redesign, more Mac and iPad changes&nbsp;rumored&nbsp;for 2021, while later years could see Apple unveil AR glasses, an autonomous car and a foldable iPhone. Apple constantly finds new ways to spark repeat interactions with similar products in short time frames (i.e. AirPods), and keep customers inside its ecosystem, increasing monetization potential from both products and services. At the bottom line, Apple has not failed to find new segments to monetize at scale, and whether the future holds cars, augmented reality, completed redesigned iPhones, Apple looks poised to succeed in nearly any market it chooses to enter.</p>\n<p><b>Overall</b></p>\n<p>After the strong Q2 report, Apple heads into its seasonally weakest quarter, and faces some weaknesses in its ongoing supply constraints for high-demand Mac and iPad models as well as within a weaker Chinese smartphone market emerging during April. FY22 revenues and earnings could also fail to reach typical annual growth rates as historical revenues have proved lackluster following large iPhone upgrade cycles. However, Apple's innovative strength and ability to monetize nearly any segment it enters at scale, combined with service growth and persistent demand for most products gives a neutral near-term stance as Apple hit a double retest of its 200-day moving average but a more bullish long-term stance as buybacks continue to increase share price appreciation alongside these stated factors.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Is It Time To Buy The Weakness?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Is It Time To Buy The Weakness?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 16:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4430207-apple-is-it-time-to-buy-the-weakness><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple pointed to some potential higher sequential revenue declines for the current Q3 that could amount to an impact of ~$3-4 billion.\nWeaknesses in China's smartphone sales and some ...</p>\n\n<a href=\"https://seekingalpha.com/article/4430207-apple-is-it-time-to-buy-the-weakness\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4430207-apple-is-it-time-to-buy-the-weakness","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199252374","content_text":"Summary\n\nApple pointed to some potential higher sequential revenue declines for the current Q3 that could amount to an impact of ~$3-4 billion.\nWeaknesses in China's smartphone sales and some persistence of supply constraints for the Mac/iPad could make the impact slightly larger than expected.\nHowever, long-term trends within service revenue growth, consistent product refreshes and rumored product entries reinforce a positive stance.\n\nPhoto by Shubhashish5/iStock Editorial via Getty Images\nApple (NASDAQ:AAPL) has found support twice along its 200-day moving average in the past seven days as tech has felt some selling pressure recently, while strong demand tailwinds for products like the Mac and iPad persist. However, iPhone checks in China amid a broader smartphone decline don't look too promising for the geographic segment at the moment, and could exacerbate some of the expected declines for revenues alongside iPhone supply-demand balances. With half of the fiscal Q3 remaining, more of the focus now lies within potential spots of weakness as other drivers remain largely unchanged.\nPotential Weaknesses\nWhile Apple had a strong Q2 report, the company did point out certain factors that are likely to impact seasonal declines in revenues for the current fiscal Q3, while smartphone checks in China do not look to most positive to kick off the quarter.\nQ3's current consensus estimates of $1.00 EPS on $72.9 billion in revenue could be threatened by a few key factors, such as:\nGross margins: Apple posted a somewhat unexpected jump to a 42.5% margin during the quarter, which stemmed from \"cost savings, a strong mix and favorable foreign exchange.\" Historical gross margin has failed to break 40%, and although gross margin could hold above 40% during the remainder of the fiscal year from product mix, some of the seasonal volume impacts within the iPhone on top of sequentially lower revenues (discussed below) could reduce some leverage. Higher base pricing and higher ASPs for products, such as the Pro models, and growth in high-margin subscriptions are some factors that can offset these weaknesses.\nSequential revenue impacts: Apple already outlined during Q2's conference call that the seasonal/sequential revenue declines for Q3 are expected to be higher this year than the past two. Luca Maestri did clarify that sequential declines are likely to the tune of $3-4 billion for Q3 due to achievement of supply-demand balance for the iPhone in Q2 and supply constraints, likely stemming from the semiconductor shortage, while possibly weaker China iPhone sales could elevate the adverse impact.\nSupply constraints are no stranger to Apple, with the iPhone 12 seeing some constraints from main supplier TSMC (TSM) back in November with a need for 30-40% more chips to enable 5G and more; this time, the supply constraints are primarily affecting the Mac and iPad. Demand for the two remains elevated, so the supply impacts during the new product cycle for the M1-powered Mac and iPad Pro could persist into Q4, of which would have a higher adverse impact to revenues from a prolonged duration.\nChina smartphone sales and iPhone checks are not the most positive, and a weaker-than-expected quarter of sales could affect both the top-line and bottom-line for Q3, given the geography's contribution to operating income with the highest operating margin. Apple's calendar Q1 shipment share (company's FQ2) dropped to 13% as domestic competitors OPPO and vivo took nearly 50% share combined as the two grew much faster than the remaining OEMs.\nGraphic fromCounterpoint\nPaulo Santos pointed out that the iPhone saw a growth slowdown in March, and another slowdown in April,to a ~27% y/y drop in the face of a difficult iPhone SE2-boosted comp. However, Apple did gain a slight degree of market share for the month as the market contracted substantially; Paulo sees that May 2021 could prove another challenging month and another decline, setting Q3 up for a decline.\nGraphic fromCAICT\nThe Chinese smartphone market declined 34.1% y/y from 41.7 million to 27.5 million units, and down nearly 25% from April 2019's 36.5 million, representing quite a large slowdown for the month. 5G models dominated the market at nearly 78% of total shipments, up from 39.3% a year ago. Both 2020 and 2019 showed sequential declines from May through July, and 2021 is likely to show a similar dynamic, as these months typically have less holiday-spurred selling compared to November (Single's Day) and January/Feb. (New Year). A weaker overall market in May, of which could persist through June, would cement in Paulo's thesis for a weak May and Q3, while also likely dragging down segment revenues - Apple's China revenues were just +2% y/y from FY19 to FY20 for Q3, with overall market shipments near the same volume; if volumes this year come up lower, revenues could fail to impress.\nIn a longer-term outlook, Apple faces some weakness in the year following an upgrade supercycle (FY15/16 for the 6, FY18/19 for the 8/X), this time with the iPhone 12/5G. Historical revenue trends for those years were poor, and Apple could see underwhelming revenue and EPS performance in FY22 relative to typical growth rates between 5-8% for both metrics. While gross margin could see a return back down to 39-39.5% in FY22 from the dissipation of iPhone supercycle demand in China/US, the quick growth of high-margin services over the long-run, i.e. FY24 and beyond, should start to drive gross margin towards the mid-40% range. The outcome of the Epic trial could prove challenging if Epic receives a favorable outcome, as Apple could be pressured to reduce commissions, which would impact both revenues and net income as commissions are primarily pure profit.\nThe Strengths Still Remain\nAside from some near-term weaknesses, Apple's strengths remain in play, with some outlined below.\nApple still sees strong checks in Mac and iPad demand, with pick-up options available for the M1-powered Macs with longer battery life and the iPad Pro starting this weekend at retail locations. These two productions have not yet been recognized in quarterly results due to launch timing, and Apple is seeing \"strong first-time buyers on the Mac …run[ning] just south of 50%, and \"in China… it's more around two-thirds.\" This implies that even with the supply-side issues, revenue generation and growth spurred by the new products could be strong for the quarter.\nRelaxation of restrictionsin a more vaccinated environment paves the way for more foot traffic as 99% of Apple's retail locations are open. iPhone sales in branded and carrier stores could have been adversely impacted from less traffic and work-from-home/shop-online trends. Stores and face-to-face interactions with customers also provides more potential for upselling to services such as Apple Care and more, which can provide a small boost to service revenues immediately while aiding the long-term growth of the segment from more paid subscribers, which is nearing 700 million, with services like Apple Music having over 70 million and Apple TV over 40 million. New offerings like the rumored HiFi music could secure more subscriptions against competing services like Spotify (SPOT).\nContinual service revenue growth is one of the largest long-term positives for Apple, as the segment boasts the highest gross margin at 70%. Apple has a broad service ecosystem, and the strong product demand witnessed through Q2 in all categories provides a tailwind for bundles like Apple One; this could provide a multi-quarter timeline of high-growth for services. Revenues for the segment are still one-third of iPhone, the largest single contributor, but services are still on a solid growth trajectory, one that could see the segment generate up to $80 billion annually by 2023 while contributing substantially to gross profit and net income.\nApple's ability to innovate and constantly produce new products that are met with high demand across all product lines, from computers to phones to headphones and more, should never be overlooked. The company released AirTags and a new Apple TV 4K in April alongside the Mac and iPad refresh, with a lineup of refreshed, cheaper AirPods 3 and Pro redesign, more Mac and iPad changes rumored for 2021, while later years could see Apple unveil AR glasses, an autonomous car and a foldable iPhone. Apple constantly finds new ways to spark repeat interactions with similar products in short time frames (i.e. AirPods), and keep customers inside its ecosystem, increasing monetization potential from both products and services. At the bottom line, Apple has not failed to find new segments to monetize at scale, and whether the future holds cars, augmented reality, completed redesigned iPhones, Apple looks poised to succeed in nearly any market it chooses to enter.\nOverall\nAfter the strong Q2 report, Apple heads into its seasonally weakest quarter, and faces some weaknesses in its ongoing supply constraints for high-demand Mac and iPad models as well as within a weaker Chinese smartphone market emerging during April. FY22 revenues and earnings could also fail to reach typical annual growth rates as historical revenues have proved lackluster following large iPhone upgrade cycles. However, Apple's innovative strength and ability to monetize nearly any segment it enters at scale, combined with service growth and persistent demand for most products gives a neutral near-term stance as Apple hit a double retest of its 200-day moving average but a more bullish long-term stance as buybacks continue to increase share price appreciation alongside these stated factors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139177160,"gmtCreate":1621604465450,"gmtModify":1634187716310,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Wow sudden jump","listText":"Wow sudden jump","text":"Wow sudden jump","images":[{"img":"https://static.tigerbbs.com/d49cac69943c82740fcf32d965e33563","width":"1125","height":"3165"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139177160","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":194894181,"gmtCreate":1621351904843,"gmtModify":1634192198686,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568271286196651","idStr":"3568271286196651"},"themes":[],"htmlText":"Good stock","listText":"Good stock","text":"Good stock","images":[{"img":"https://static.tigerbbs.com/94c36d79de1806785741f540ab5d5586","width":"1125","height":"3338"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194894181","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":179281348,"gmtCreate":1626533972884,"gmtModify":1633926011860,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Apes strong together, but will they stay together for long?","listText":"Apes strong together, but will they stay together for long?","text":"Apes strong together, but will they stay together for long?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/179281348","repostId":"1159574501","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144748954,"gmtCreate":1626316463778,"gmtModify":1633927927851,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Hoping that chinese companies like Alibaba will regain their shares prices","listText":"Hoping that chinese companies like Alibaba will regain their shares prices","text":"Hoping that chinese companies like Alibaba will regain their shares prices","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/144748954","repostId":"1163666322","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819510131,"gmtCreate":1630076641223,"gmtModify":1704955662679,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Definitely there’s potential for these companies..","listText":"Definitely there’s potential for these companies..","text":"Definitely there’s potential for these companies..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819510131","repostId":"2162042478","repostType":4,"repost":{"id":"2162042478","kind":"highlight","pubTimestamp":1630063628,"share":"https://www.laohu8.com/m/news/2162042478?lang=&edition=full","pubTime":"2021-08-27 19:27","market":"us","language":"en","title":"4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2162042478","media":"Motley Fool","summary":"These are some of the quickest-growing large-cap companies over the next four years.","content":"<p>For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from the Federal Reserve have made borrowing cheap. With abundant access to capital, fast-paced companies have been free to innovate, hire, and acquire.</p>\n<p>Typically, we see the fastest sales growth from smaller companies. But that's not the case for the following four large-cap stocks (i.e., companies with a market cap of at least $10 billion). Based on Wall Street's consensus estimates, these hypergrowth large-cap stocks are expected to increase their sales 508% to 1,118% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640765%2Ffinancial-newspaper-dollar-sign-stock-quotes-invest-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Nio: 560% implied sales growth by 2024</h2>\n<p>It's no secret that electric vehicle (EV) manufacturers are set up perfectly to benefit from a multi-decade replacement cycle for consumer and enterprise vehicles. <b>Nio</b>'s (NYSE:NIO) opportunity within EVs is perhaps even more impressive given that it's based in China, the world's largest auto market.</p>\n<p>According to Wall Street, sales for Nio are expected to catapult from $2.55 billion in 2020 to $16.83 billion by 2024. For those of you keeping score at home, that's a 560% projected sales increase.</p>\n<p>Initially, Nio's expansion was slowed by capital concerns. it's difficult to build an auto stock from the ground up. However, with the company now sitting on billions in cash, it's simply waiting for the global semiconductor shortage to right itself. Even with this shortage, Nio's monthly deliveries hovered around 8,000 in June and July. The company looks to be well on its way to reaching a 150,000-vehicle annual run rate, once the global chip shortage is addressed.</p>\n<p>Equally exciting is Nio's unique battery-as-a-service venture, introduced <a href=\"https://laohu8.com/S/AONE.U\">one</a> year ago. This program is designed to allow buyers of its premium EVs to upgrade or replace their batteries in the future. Consumers also receive a discount off the initial sticker price of the vehicle they're buying. In return, buyers pay a monthly subscription fee, which is high margin and will likely boost brand loyalty.</p>\n<p>Nio will require patience from its shareholders, but all operating metrics look to be headed in the right direction.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63fb58e0c5abeccec0e7420a5e9cdc54\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>: 508% implied sales growth by 2024</h2>\n<p>Perhaps it's no surprise that a cloud stock should be one of the fastest-growing large caps. Cloud data-warehousing company <b>Snowflake</b> (NYSE:SNOW) is expected to increase sales from the $592 million reported in fiscal 2021 to an estimated $3.6 billion by fiscal 2025. That's a 508% jump in just four years.</p>\n<p>What makes Snowflake such a fast-growing company is its unique business approach. For instance, it has shunned subscriptions in favor of a more transparent pay-as-you-go model for its customers. The company also built its platform atop the leading cloud infrastructure services. While it can be difficult for businesses to share data when they have that information stored on competing platforms, Snowflake allows its users to share data seamlessly.</p>\n<p>Through the first six months of fiscal 2022, sales have more than doubled, and its net retention rate in the second quarter actually expanded 1 percentage point to 169% from the sequential first quarter. In plainer English, this means existing clients spent 69% more in the second quarter of 2022 than they did in the comparable year-ago quarter.</p>\n<p>Snowflake's sales growth has thus far shown no signs of slowing. The only question is: Can Wall Street and investors tolerate the company's nosebleed valuation with profitability still a ways off? At roughly 75 times Wall Street's forecasted sales for 2021, the jury is still out.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640765%2Fphysician-doctor-administer-vaccine-flu-patient-covid19-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Novavax: 1,118% implied sales growth by 2024</h2>\n<p>Among biotech stocks, you'll struggle to find a company that's expected to grow faster than <b>Novavax</b> (NASDAQ:NVAX). After bringing in $476 million in full-year sales in 2020, the consensus is calling for approximately $5.8 billion in revenue by 2024. That's a projected increase of more than 1,110%!</p>\n<p>The reason Novavax should see its sales soar is the expected Emergency Use Authorization (EUA) for its coronavirus vaccine NVX-CoV2373. While the scientific name hardly rolls off the tongue, Novavax's COVID-19 vaccine has delivered strong efficacy in two large-scale studies. A broad-based U.K. study resulted in a vaccine efficacy (VE) of 89.7% in March, while a phase 3 trial in the U.S. and Mexico demonstrated a similar VE of 90.4%, as reported in June. Even with EUA filing and production delays in developed markets, NVX-CoV2373 could quickly ascend to a global No. 3 status in the fight against COVID.</p>\n<p>Additionally, early data, which is still being culled, appears to indicate the need for booster shots. With some studies suggesting that efficacy for some of the more prominent vaccines begins to wane within six months of the second dose, Novavax could slide in as a key cog on the booster front in developed markets.</p>\n<p>But perhaps the most exciting aspect of Novavax is the company's early-stage work on a combination COVID/influenza vaccine. This combo therapy could really separate it from the competition, if it's successful.</p>\n<p>As of now, Novavax is shaping up as one of the biggest bargains in the biotech space.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/948979a5906f6a772325eab379e777b1\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Coinbase Global: 556% implied sales growth by 2024</h2>\n<p>A fourth and final large-cap stock with some serious sales growth traction is cryptocurrency exchange and ecosystem <b>Coinbase Global</b> (NASDAQ:COIN). If you think Coinbase had a stellar year in 2020 with $1.28 billion in full-year sales, just wait till it generates $8.4 billion in full-year revenue in 2024, according to Wall Street's consensus. That's 556% sales growth in just four years.</p>\n<p>The excitement surrounding the company has everything to do with the rise of cryptocurrencies. In particular, trading in <b>Bitcoin</b>&nbsp;and <b>Ethereum</b>, the two largest digital currencies by market cap, accounts for a majority of the company's revenue. With Bitcoin significantly outperforming stocks over the past decade and Ethereum making waves in decentralized finance, Coinbase has quickly become the go-to for all things crypto. And its operating results show it.</p>\n<p>During the second quarter, it had 8.8 million monthly transacting users, and trading volume on its platform hit $462 billion. For comparison, trading volume in the second quarter of 2020 was $28 billion. Not surprisingly, revenue grew more than tenfold year over year.</p>\n<p>For the moment, growth and profitability aren't an issue. However, popular cryptocurrencies have a penchant for wild swings and drawn-out bear markets. If interest in the Big <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> were to wane, Coinbase's sales growth would come to a crashing halt, if not reverse.</p>\n<p>What's more, there's zero barrier to entry in the crypto brokerage space. Even though Coinbase is the unquestioned most-popular digital currency exchange, transaction fees will likely be weighed down over time as more competition enters the space. Of the four hypergrowth stocks listed here, it's the one with the most tenuous long-term outlook.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024</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\">\n4 Large-Cap Stocks Expected to Increase Sales 508% to 1,118% by 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NVAX":"诺瓦瓦克斯医药","SNOW":"Snowflake","COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/08/27/4-large-cap-stocks-to-increase-sales-508-to-1118/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162042478","content_text":"For the past 12 years, growth stocks have been all the rage on Wall Street. This shouldn't come as a surprise given that historically low lending rates and ongoing quantitative easing measures from the Federal Reserve have made borrowing cheap. With abundant access to capital, fast-paced companies have been free to innovate, hire, and acquire.\nTypically, we see the fastest sales growth from smaller companies. But that's not the case for the following four large-cap stocks (i.e., companies with a market cap of at least $10 billion). Based on Wall Street's consensus estimates, these hypergrowth large-cap stocks are expected to increase their sales 508% to 1,118% by 2024.\nImage source: Getty Images.\nNio: 560% implied sales growth by 2024\nIt's no secret that electric vehicle (EV) manufacturers are set up perfectly to benefit from a multi-decade replacement cycle for consumer and enterprise vehicles. Nio's (NYSE:NIO) opportunity within EVs is perhaps even more impressive given that it's based in China, the world's largest auto market.\nAccording to Wall Street, sales for Nio are expected to catapult from $2.55 billion in 2020 to $16.83 billion by 2024. For those of you keeping score at home, that's a 560% projected sales increase.\nInitially, Nio's expansion was slowed by capital concerns. it's difficult to build an auto stock from the ground up. However, with the company now sitting on billions in cash, it's simply waiting for the global semiconductor shortage to right itself. Even with this shortage, Nio's monthly deliveries hovered around 8,000 in June and July. The company looks to be well on its way to reaching a 150,000-vehicle annual run rate, once the global chip shortage is addressed.\nEqually exciting is Nio's unique battery-as-a-service venture, introduced one year ago. This program is designed to allow buyers of its premium EVs to upgrade or replace their batteries in the future. Consumers also receive a discount off the initial sticker price of the vehicle they're buying. In return, buyers pay a monthly subscription fee, which is high margin and will likely boost brand loyalty.\nNio will require patience from its shareholders, but all operating metrics look to be headed in the right direction.\nImage source: Getty Images.\nSnowflake: 508% implied sales growth by 2024\nPerhaps it's no surprise that a cloud stock should be one of the fastest-growing large caps. Cloud data-warehousing company Snowflake (NYSE:SNOW) is expected to increase sales from the $592 million reported in fiscal 2021 to an estimated $3.6 billion by fiscal 2025. That's a 508% jump in just four years.\nWhat makes Snowflake such a fast-growing company is its unique business approach. For instance, it has shunned subscriptions in favor of a more transparent pay-as-you-go model for its customers. The company also built its platform atop the leading cloud infrastructure services. While it can be difficult for businesses to share data when they have that information stored on competing platforms, Snowflake allows its users to share data seamlessly.\nThrough the first six months of fiscal 2022, sales have more than doubled, and its net retention rate in the second quarter actually expanded 1 percentage point to 169% from the sequential first quarter. In plainer English, this means existing clients spent 69% more in the second quarter of 2022 than they did in the comparable year-ago quarter.\nSnowflake's sales growth has thus far shown no signs of slowing. The only question is: Can Wall Street and investors tolerate the company's nosebleed valuation with profitability still a ways off? At roughly 75 times Wall Street's forecasted sales for 2021, the jury is still out.\nImage source: Getty Images.\nNovavax: 1,118% implied sales growth by 2024\nAmong biotech stocks, you'll struggle to find a company that's expected to grow faster than Novavax (NASDAQ:NVAX). After bringing in $476 million in full-year sales in 2020, the consensus is calling for approximately $5.8 billion in revenue by 2024. That's a projected increase of more than 1,110%!\nThe reason Novavax should see its sales soar is the expected Emergency Use Authorization (EUA) for its coronavirus vaccine NVX-CoV2373. While the scientific name hardly rolls off the tongue, Novavax's COVID-19 vaccine has delivered strong efficacy in two large-scale studies. A broad-based U.K. study resulted in a vaccine efficacy (VE) of 89.7% in March, while a phase 3 trial in the U.S. and Mexico demonstrated a similar VE of 90.4%, as reported in June. Even with EUA filing and production delays in developed markets, NVX-CoV2373 could quickly ascend to a global No. 3 status in the fight against COVID.\nAdditionally, early data, which is still being culled, appears to indicate the need for booster shots. With some studies suggesting that efficacy for some of the more prominent vaccines begins to wane within six months of the second dose, Novavax could slide in as a key cog on the booster front in developed markets.\nBut perhaps the most exciting aspect of Novavax is the company's early-stage work on a combination COVID/influenza vaccine. This combo therapy could really separate it from the competition, if it's successful.\nAs of now, Novavax is shaping up as one of the biggest bargains in the biotech space.\nImage source: Getty Images.\nCoinbase Global: 556% implied sales growth by 2024\nA fourth and final large-cap stock with some serious sales growth traction is cryptocurrency exchange and ecosystem Coinbase Global (NASDAQ:COIN). If you think Coinbase had a stellar year in 2020 with $1.28 billion in full-year sales, just wait till it generates $8.4 billion in full-year revenue in 2024, according to Wall Street's consensus. That's 556% sales growth in just four years.\nThe excitement surrounding the company has everything to do with the rise of cryptocurrencies. In particular, trading in Bitcoin and Ethereum, the two largest digital currencies by market cap, accounts for a majority of the company's revenue. With Bitcoin significantly outperforming stocks over the past decade and Ethereum making waves in decentralized finance, Coinbase has quickly become the go-to for all things crypto. And its operating results show it.\nDuring the second quarter, it had 8.8 million monthly transacting users, and trading volume on its platform hit $462 billion. For comparison, trading volume in the second quarter of 2020 was $28 billion. Not surprisingly, revenue grew more than tenfold year over year.\nFor the moment, growth and profitability aren't an issue. However, popular cryptocurrencies have a penchant for wild swings and drawn-out bear markets. If interest in the Big Two were to wane, Coinbase's sales growth would come to a crashing halt, if not reverse.\nWhat's more, there's zero barrier to entry in the crypto brokerage space. Even though Coinbase is the unquestioned most-popular digital currency exchange, transaction fees will likely be weighed down over time as more competition enters the space. Of the four hypergrowth stocks listed here, it's the one with the most tenuous long-term outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177972455,"gmtCreate":1627178567777,"gmtModify":1631884664736,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success","listText":"While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success","text":"While NIO is largely limited to the China domestic market now, if they do things right, they have the potential to go global. Of cos if the Chinese government throws their weight behindNIO, I’m pretty sure they’re on the trajectory to success","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177972455","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://www.laohu8.com/m/news/1112927800?lang=&edition=full","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187764961,"gmtCreate":1623764821953,"gmtModify":1634028699629,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Amazon is amazing","listText":"Amazon is amazing","text":"Amazon is amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/187764961","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890851914,"gmtCreate":1628093816638,"gmtModify":1633753635468,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Pretty informative article.","listText":"Pretty informative article.","text":"Pretty informative article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890851914","repostId":"2156060681","repostType":4,"repost":{"id":"2156060681","kind":"highlight","pubTimestamp":1628085780,"share":"https://www.laohu8.com/m/news/2156060681?lang=&edition=full","pubTime":"2021-08-04 22:03","market":"us","language":"en","title":"Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2156060681","media":"Motley Fool","summary":"The chip shortage is creating new opportunities and risks for investors.","content":"<blockquote>\n The chip shortage is creating new opportunities and risks for investors.\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>The global chip shortage has the potential to last through 2023.</li>\n <li>Investors should dig deeper into the semiconductor sector to understand those challenges.</li>\n <li>Investors should recognize the near-term headwinds for companies relying on a steady supply of new chips.</li>\n</ul>\n<p>The global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.</p>\n<p>That shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.</p>\n<h3>1. Understand the secular tailwinds</h3>\n<p>Even if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. <a href=\"https://laohu8.com/S/NGD\">New</a> 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.</p>\n<p>However, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.</p>\n<h3>2. Understand the geopolitical tensions</h3>\n<p>The tech war between the U.S. and China is causing headaches for many chipmakers. For example, <b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> Company</b> (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from <b>Huawei</b> after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like <b><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions</a></b> and <b><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></b> were also forced to cut ties with Huawei.</p>\n<p>That decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as <b>Nvidia</b>'s (NASDAQ:NVDA) planned purchase of Arm -- that benefit <a href=\"https://laohu8.com/S/AFG\">American</a> chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize <b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b>'s (NASDAQ:INTC) plans to expand its domestic foundries.</p>\n<h3>3. Understand the different types of chipmakers</h3>\n<p>Investors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.</p>\n<p>IDMs design, manufacture, and sell their own chips. Intel, Skyworks, and <b><a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a></b>&nbsp;are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.</p>\n<p>Fabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, <b><a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices</b>, and <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b> -- adopt this model because it's become too expensive to mass produce advanced chips on their own.</p>\n<p>Chip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.</p>\n<p>Lastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and <b>Samsung</b>are the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.</p>\n<p><img src=\"https://static.tigerbbs.com/36e7c524b510f3ddf875d48fa2f3ac29\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>4. Evaluate the revenue growth vs. the rising costs</h3>\n<p>The global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.</p>\n<p>TSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.</p>\n<p>Investors should also see where all that spending is going. One of those top beneficiaries is<b> ASML Holding</b> (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.</p>\n<p>Therefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.</p>\n<h3>5. Understand which companies are affected the most</h3>\n<p>In addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like<b> <a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> (NASDAQ:AAPL), <b><a href=\"https://laohu8.com/S/SONY\">Sony</a></b> , and <b>Nintendo</b>. Apple expects the chip shortage to impact its iPhone shipments this year, while <a href=\"https://laohu8.com/S/SONY\">Sony</a> and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.</p>\n<p>Most of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors</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\">\nTech Companies Are Facing a Global Chip Shortage: 5 Tips for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SSNLF":"三星电子","MU":"美光科技","INTC":"英特尔","SONY":"索尼","TXN":"德州仪器","ASML":"阿斯麦","SWKS":"思佳讯","TSM":"台积电","QCOM":"高通","AAPL":"苹果","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/08/04/tech-companies-facing-global-chip-shortage-5-tips/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156060681","content_text":"The chip shortage is creating new opportunities and risks for investors.\n\nKey Points\n\nThe global chip shortage has the potential to last through 2023.\nInvestors should dig deeper into the semiconductor sector to understand those challenges.\nInvestors should recognize the near-term headwinds for companies relying on a steady supply of new chips.\n\nThe global chip shortage started in 2018 and 2019 as escalating trade conflicts disrupted semiconductor supply chains, then worsened in 2020 as the pandemic exacerbated those disruptions. Many top chipmakers and analysts expect the ongoing crisis to last through 2023.\nThat shortage is generating tailwinds and headwinds for certain companies, but it can be tough for investors to tune out the noise and separate the winners from the losers. Let's examine five main aspects of the chip shortage -- and how they could affect certain sectors and stocks.\n1. Understand the secular tailwinds\nEven if the trade war and pandemic didn't happen, the market's demand for chips would still be elevated today. New 5G devices, gaming consoles, connected and driverless cars, and Internet of Things (IoT) gadgets all require increasing numbers of more advanced chips. Data centers are also upgrading their servers to deal with the surging usage of cloud, machine learning, and artificial intelligence (AI) services.\nHowever, the pandemic also accelerated sales of stay-at-home consumer electronics such as PCs and gaming consoles, while disrupting the available supply of chips. Those unexpected twists made it even tougher for chipmakers to keep up with the market's insatiable appetite for new chips.\n2. Understand the geopolitical tensions\nThe tech war between the U.S. and China is causing headaches for many chipmakers. For example, Taiwan Semiconductor Manufacturing Company (NYSE:TSM), the world's top contract chipmaker, was forced to stop accepting orders from Huawei after the U.S. blacklisted the Chinese tech giant. U.S. chipmakers like Skyworks Solutions and Micron Technology were also forced to cut ties with Huawei.\nThat decoupling caused China to aggressively subsidize its domestic chipmakers, while its regulators threatened to delay big deals -- such as Nvidia's (NASDAQ:NVDA) planned purchase of Arm -- that benefit American chipmakers. Meanwhile, the U.S. has granted subsidies to TSMC to build new plants in Arizona, and will likely subsidize Intel's (NASDAQ:INTC) plans to expand its domestic foundries.\n3. Understand the different types of chipmakers\nInvestors shouldn't touch any chip stocks until they understand the differences between integrated device manufacturers (IDMs), fabless chipmakers, chip designers, and third-party foundries.\nIDMs design, manufacture, and sell their own chips. Intel, Skyworks, and Texas Instruments are all IDMs -- but Intel manufactures smaller and more complex chips than those other two chipmakers.\nFabless chipmakers design their own chips but outsource the production to third-party foundries. These chipmakers -- which include Nvidia, Advanced Micro Devices, and Qualcomm -- adopt this model because it's become too expensive to mass produce advanced chips on their own.\nChip designers license their designs to other chipmakers instead of manufacturing any chips. The industry's most important chip designer is arguably Arm Holdings, which provides designs for most of the world's mobile chips. That's why Nvidia's planned takeover of Arm is so controversial.\nLastly, third-party foundries do the heavy lifting for fabless chipmakers. TSMC and Samsungare the world's two most advanced contract chipmakers -- but Intel is trying to catch up with aggressive investments in its third-party foundry services. These leading foundries represent bottlenecks in the semiconductor market, and the chip shortage won't be resolved until they expand their capacity.\n\nImage source: Getty Images.\n4. Evaluate the revenue growth vs. the rising costs\nThe global chip shortage seems to make TSMC a great investment since it's a linchpin of the market, but investors should realize it needs to significantly boost its capex to expand its capacity while maintaining its lead in the \"process race\" of creating smaller and more advanced chips.\nTSMC plans to boost its capex from $17.2 billion in 2020 to approximately $30 billion this year, then collectively spend roughly $100 billion on its expansion over the next three years. Investors should weigh those rising costs against its projected revenue growth to see if the stock is worth buying. They should also view Intel and Samsung (which isn't available on U.S. exchanges) through the same lens.\nInvestors should also see where all that spending is going. One of those top beneficiaries is ASML Holding (NASDAQ:ASML), the Dutch semiconductor equipment maker that has monopolized the entire market for high-end EUV (extreme ultraviolet) systems -- which TSMC, Samsung, and Intel all need to manufacture their smallest and most advanced chips.\nTherefore, it might make more sense to invest in ASML, another linchpin of the global semiconductor market, instead of other chipmakers as a long-term play on the ongoing chip shortage.\n5. Understand which companies are affected the most\nIn addition to treading carefully with chipmakers and equipment makers during the shortage, investors should understand how the current bottlenecks could affect consumer-facing companies like Apple (NASDAQ:AAPL), Sony , and Nintendo. Apple expects the chip shortage to impact its iPhone shipments this year, while Sony and Nintendo expect those headwinds to throttle their shipments of PS5 and Switch consoles, respectively. The shortage is also disrupting the production of new vehicles.\nMost of these companies should recover since there's plenty of pent-up demand for their products, but investors shouldn't ignore the near-term headwinds. Investors who want to profit from the shortage over the next two years should dive deeper into the semiconductor sector instead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111980211,"gmtCreate":1622648868433,"gmtModify":1634099566761,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Hoping prices will go back up","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>Hoping prices will go back up","text":"$Apple(AAPL)$Hoping prices will go back up","images":[{"img":"https://static.tigerbbs.com/53d0cd304ff1d3c3d79f4749e7cd0bae","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/111980211","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":176846769,"gmtCreate":1626877503051,"gmtModify":1633770168862,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Any reason to explain the soar?","listText":"Any reason to explain the soar?","text":"Any reason to explain the soar?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176846769","repostId":"1182009211","repostType":4,"repost":{"id":"1182009211","kind":"news","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":1626876025,"share":"https://www.laohu8.com/m/news/1182009211?lang=&edition=full","pubTime":"2021-07-21 22:00","market":"us","language":"en","title":"Cryptocurrency-related stocks soar in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1182009211","media":"Tiger Newspress","summary":"(July 21) Cryptocurrency-related stocks soar in morning trading. \nOn day after sliding below $30,000","content":"<p>(July 21)&nbsp;Cryptocurrency-related stocks soar in morning trading.&nbsp;</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p>\n<p><img src=\"https://static.tigerbbs.com/96ba84b633e0ac3f409f8c463cd88beb\" tg-width=\"310\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b1ff2661c20fa3335bbd359f86b5e594\" tg-width=\"687\" tg-height=\"733\" referrerpolicy=\"no-referrer\"></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>Cryptocurrency-related stocks soar in 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\">\nCryptocurrency-related stocks soar in 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\">2021-07-21 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(July 21)&nbsp;Cryptocurrency-related stocks soar in morning trading.&nbsp;</p>\n<p>On day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.</p>\n<p><img src=\"https://static.tigerbbs.com/96ba84b633e0ac3f409f8c463cd88beb\" tg-width=\"310\" tg-height=\"366\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b1ff2661c20fa3335bbd359f86b5e594\" tg-width=\"687\" tg-height=\"733\" referrerpolicy=\"no-referrer\"></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":"1182009211","content_text":"(July 21) Cryptocurrency-related stocks soar in morning trading. \nOn day after sliding below $30,000, a key support level which many said has to hold, it did just that with bitcoin storming higher and back over $31,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198463350,"gmtCreate":1620981449970,"gmtModify":1634194797885,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Sad]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>[Sad]&nbsp;","text":"$Apple(AAPL)$[Sad]","images":[{"img":"https://static.tigerbbs.com/6e03fa418e8a860597e8862842aaa7c5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198463350","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182516655,"gmtCreate":1623588251277,"gmtModify":1634031393042,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Everyone is a speculator.&nbsp;","listText":"Everyone is a speculator.&nbsp;","text":"Everyone is a speculator.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182516655","repostId":"1147474880","repostType":4,"repost":{"id":"1147474880","kind":"news","pubTimestamp":1623470168,"share":"https://www.laohu8.com/m/news/1147474880?lang=&edition=full","pubTime":"2021-06-12 11:56","market":"us","language":"en","title":"Investor, Trader, Speculator: Which One Are You?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147474880","media":"The Wall Street Journal","summary":"Understanding the difference between speculation and investing is essential to avoiding reckless ris","content":"<blockquote>\n Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n</blockquote>\n<p>I’ve had it.</p>\n<p>The Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.</p>\n<p>If you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.</p>\n<p>Whenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.</p>\n<p>You’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.</p>\n<p>Of course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%<i>are</i>investors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.</p>\n<p>An investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.</p>\n<p>The word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.</p>\n<p>Nevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”</p>\n<p>He wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)</p>\n<p>“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”</p>\n<p>Graham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.</p>\n<p>In that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”</p>\n<p>However, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”</p>\n<p>Most investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.</p>\n<p>If you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.</p>\n<p>Take speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.</p>\n<p>I think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.</p>\n<p>“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”</p>\n<p>I hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.</p>\n<p>Calling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.</p>\n<p>Ina recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”</p>\n<p>In her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.</p>\n<p>The currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)</p>\n<p>PAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.</p>\n<p>Ms. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”</p>\n<p>In Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.</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>Investor, Trader, Speculator: Which One Are You?</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\">\nInvestor, Trader, Speculator: Which One Are You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of ...</p>\n\n<a href=\"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5\">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",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/you-cant-invest-without-trading-you-can-trade-without-investing-11623426213?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147474880","content_text":"Understanding the difference between speculation and investing is essential to avoiding reckless risk.\n\nI’ve had it.\nThe Wall Street Journal is wrong, and has remained wrong for decades, about one of the most basic distinctions in finance. And I can’t stand it anymore.\nIf you buy a stock purely because it’s gone up a lot, without doing any research on it whatsoever, you are not—as the Journal and its editors bizarrely insist on calling you—an “investor.” If you buy a cryptocurrency because, hey, that sounds like fun, you aren’t an investor either.\nWhenever you buy any financial asset becauseyou have a hunchorjust for kicks, or becausesomebody famous is hyping the heck out of itoreverybody else seems to be buying it too, you aren’t investing.\nYou’re definitely a trader: someone who has just bought an asset. And you may bea speculator: someone who thinks other people will pay more for it than you did.\nOf course,some folkswho buy meme stocks likeGameStopCorp.GME5.88%areinvestors. They read the companies’ financial statements, study the health of the underlying businesses and learn who else is betting on or against the shares. Likewise, many buyers of digital coins have put in the time and effort to understand how cryptocurrency works and how it could reshape finance.\nAn investor relies on internal sources of return: earnings, income, growth in the value of assets. A speculator counts on external sources of return: primarilywhether somebody else will pay more, regardless of fundamental value.\nThe word investor comes from the Latin “investire,” to dress in or clothe oneself, surround or envelop. You would never wear clothes without knowing what color they are or what material they’re made of. Likewise, you can’t invest in an asset you know nothing about.\nNevertheless, the Journal and its editors have long called almost everybody who buys just about anything an “investor.” On July 12, 1962, the Journal publisheda letter to the editorfrom Benjamin Graham, author of the classic books “Security Analysis” and “The Intelligent Investor.” That June, complained Graham, the Journal had run an article headlined “Many Small Investors Bet on Further Drops, Sell Odd Lots Short.”\nHe wrote: “By what definition of ‘investment’ can one give the name ‘investors’ to small people who make bets on the stock market by selling odd lots short?” (To short an odd lot is to borrow and sell fewer than 100 shares in a wager that a stock will fall—an expensive and risky bet, then and now.)\n“If these people are investors,” asked Graham, “how should one define ‘speculation’ and ‘speculators’? Isn’t it possible that the currentfailure to distinguishbetweeninvestment and speculationmay do grave harm not only to individuals but to the whole financial community—as it did in the late 1920s?”\nGraham wasn’t a snob who thought that the markets should be the exclusive playground of the rich. He wrote “The Intelligent Investor” with the express purpose of helping less-wealthy people participate wisely in the stock market.\nIn that book, after which this column is named, Graham said, “Outright speculation is neither illegal, immoral, nor (for most people) fattening to the pocketbook.”\nHowever, he warned, it creates three dangers: “(1) speculating when you think you are investing; (2) speculating seriously instead of as a pastime, when you lack proper knowledge and skill for it; and (3) risking more money in speculation than you can afford to lose.”\nMost investors speculate a bit every once in a while. Like a lottery ticket or an occasional visit to the racetrack or casino, a little is harmless fun. A lot isn’t.\nIf you think you’re investing when you’re speculating, you’ll attribute even momentary success to skill even thoughluck is the likeliest explanation. That can lead you to take reckless risks.\nTake speculating too seriously, and it turns intoan obsessionandan addiction. You become incapable of accepting your losses or focusing on the future more than a few minutes ahead. Next thing you know, you’re throwing even more money onto the bonfire.\nI think calling traders and speculators “investors” shoves many newcomers farther down the slippery slope toward risks they shouldn’t take and losses they can’t afford. I fervently hope the Journal and its editors will finally stop using “investor” as the default term for anyone who makes a trade.\n“ ‘Investor’ has a long history in the English language as a catch-all term denoting people who commit capital with the expectation of a return, no matter how long or short, no matter how many or how few investing columns they read,” WSJ Financial Editor Charles Forelle said in response to my complaints. “Back at least to the mid-19th century, ‘invest’ has even been used to describe a wager on horses—an activity surely no less divorced from fundamental analysis than a purchase of dogecoin.”\nI hear you, Boss, but I still think you’re wrong. There’s no way the Journal would say a recreational gambler is “investing” at the racetrack just because a dictionary says we can.\nCalling novice speculators “investors” is one of the most powerful ways marketers fuel excessive trading.\nIna recent Instagram post, a former porn star who goes by the name Lana Rhoades posed in—well, mostly in—a bikini, as she held up what appears to be Graham’s “The Intelligent Investor.” According to IMDb.com, she starred in such videos as “Tushy” and “Make Me Meow.”\nIn her post, which was “liked” by nearly 1.8 million people, Ms. Rhoades announced that she will be promoting a cryptocurrency calledPAWGcoin.\nThe currency’s website says the coin is meant for “those who pay homage to developed posteriors.” (PAWG, I’ve been reliably informed, stands for Phat Ass White Girl.)\nPAWGcoin is up roughly 900% since Ms. Rhoades began promoting it in early June, according to Poocoin.io, a website that tracks such digital currencies.\nMs. Rhoades, who has tweeted “I also read the WSJ every morning,” couldn’t be reached for comment. PAWGcoin’s website encourages visitors to “invest now.”\nIn Ms. Rhoades’s Instagram post, she is holding up an open copy of the “The Intelligent Investor,” whose cover is reversed. She appears to be reading it with her eyes closed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189846838,"gmtCreate":1623252771824,"gmtModify":1634035282248,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"So Facebook emerged victorious in their fight against Apple?","listText":"So Facebook emerged victorious in their fight against Apple?","text":"So Facebook emerged victorious in their fight against Apple?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189846838","repostId":"1141275388","repostType":4,"repost":{"id":"1141275388","kind":"news","pubTimestamp":1623243740,"share":"https://www.laohu8.com/m/news/1141275388?lang=&edition=full","pubTime":"2021-06-09 21:02","market":"us","language":"en","title":"One FAANG stock is quietly making new highs, and one strategist still sees it as a buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1141275388","media":"cnbc","summary":"TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.Facebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple,Amazon,NetflixandGoogle parent Alphabet— have not broken through to their own since at least April.In the same interview, Gina Sanchez, CEO of Chantico Global and chief market strategist at Lido Advisors, said Amazon looks to be one of the better picks of the bunch.Amazon trades at 51.5 times forwar","content":"<div>\n<p>TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.\nFacebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>One FAANG stock is quietly making new highs, and one strategist still sees it as a buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOne FAANG stock is quietly making new highs, and one strategist still sees it as a buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.\nFacebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","NFLX":"奈飞","GOOG":"谷歌"},"source_url":"https://www.cnbc.com/2021/06/09/facebook-stock-smashes-record-and-strategist-still-sees-it-as-a-buy.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1141275388","content_text":"TheS&P 500may be struggling to crack its record high, but one FAANG stock is already there.\nFacebookmade a fresh all-time high on Tuesday for a second day in a row. The rest of the FAANG stocks —Apple,Amazon,NetflixandGoogle parent Alphabet— have not broken through to their own since at least April.\nMichael Binger, president of Gradient Investments, says Facebook’s win streak is not over.\n“Facebook is continuing to be a buy for us. We own it I would add more if you don’t own it here. It’s the best consumer-driven internet play out there in my opinion. They’ve got a great advertising platform, 18 to 20% growth for the next several years. You’re getting that at a reasonable price,” Binger told CNBC’s “Trading Nation” on Tuesday.\nFacebook is the second-best FAANG performer this year, behind Alphabet, rising 22%.\nBut, that’s not the only stock in the bunch that Binger likes. He highlights Alphabet as one of his other top picks. On Alphabet, he says the company is a “leader of the pack” with its Google search and YouTube video platform.\nApple, too, is a buy for Binger after its sharp pullback. That stock has fallen 13% from a January peak.\n“I see Apple as a core holding, we own it, we love it and I think you could buy it right here on this pullback. The PE multiple has actually come down to the low-20s right now. So, I like Apple here,” he said.\nIn the same interview, Gina Sanchez, CEO of Chantico Global and chief market strategist at Lido Advisors, said Amazon looks to be one of the better picks of the bunch.\n“This is where that fine nuance between growth and price leads you to growth-at-a-reasonable price,” Sanchez said. “Amazon, even though it’s probably one of the most highly priced of all of the FAANGs, has a more interesting road ahead because they had strong growth during the pandemic. They’re probably going to lock in those consumers, their cloud business is still growing dramatically, and so the roadmap for them is very good.”\nAmazon trades at 51.5 times forward earnings. Facebook, the cheapest of the bunch, trades with a multiple of less than 24 times.\n“When you look at these interesting stocks, Amazon seems fairly priced given that it has still significant growth to come,” she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164333189,"gmtCreate":1624170380741,"gmtModify":1634009833799,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"What is this based on? I think demand for&nbsp;Apple products is steady in spite of inflation","listText":"What is this based on? I think demand for&nbsp;Apple products is steady in spite of inflation","text":"What is this based on? I think demand for Apple products is steady in spite of inflation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164333189","repostId":"1183124175","repostType":4,"repost":{"id":"1183124175","kind":"news","pubTimestamp":1624151620,"share":"https://www.laohu8.com/m/news/1183124175?lang=&edition=full","pubTime":"2021-06-20 09:13","market":"us","language":"en","title":"Beware these risky tech stocks in your portfolio, strategist Parker warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1183124175","media":"cnbc","summary":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.Growth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.Adam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a f","content":"<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beware these risky tech stocks in your portfolio, strategist Parker warns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeware these risky tech stocks in your portfolio, strategist Parker warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","AAPL":"苹果","NVDA":"英伟达","MCHP":"微芯科技","TWLO":"Twilio Inc"},"source_url":"https://www.cnbc.com/2021/06/19/tech-stocks-strategist-warns-of-risky-names.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1183124175","content_text":"As investors cycle back into growth stocks, one market strategist warns against certain technology names he believes are high risk.\nGrowth stocks are shares of companies expected to grow at a faster rate than the rest of the market. However, these names are typically riskier and more volatile than the average stock.\nAdam Parker, former Morgan Stanley chief U.S. equity strategist and founder of Trivariate Research, said the time is right to buy growth shares, but investors should be cautious of a few.\n“We think that portfolio managers should be buying growth stocks again, focusing on positive free cash flow and margin expansion, not earnings-based valuation,” Parker said in a note released Wednesday.\nTrivariate Research used a number of criteria to identify risky stocks, including low or negative correlation to inflation, high correlation to the economic reopening and high levels of company insiders selling their shares. The research firm then identified the eight riskiest names based on those measures.\n“Our view is that these are among the riskiest stocks to own today, so investors who own these names should have disproportionate upside to their base cases to compensate them for these risks,” Parker said.\nTake a look at five of the riskiest technology stocks, according to Trivariate.\nRISKIEST TECH STOCKS, ACCORDING TO TRIVARIATE\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\n\n\n\n\nMCHP\nMicrochip Technology Inc\n145.62\n-3.0686\n\n\nTWLO\nTwilio Inc\n367.61\n1.84\n\n\nSQ\nSquare Inc\n237.05\n0.39\n\n\nNVDA\nNVIDIA Corp\n745.55\n-0.0992\n\n\nAAPL\nApple Inc\n130.46\n-1.0092\n\n\n\nApple is on Trivariate’s list of riskiest stocks. The research firm identifies Apple as one of the stocks with the most negative correlation to inflation. Trivariate predicts that if bond yields rise or if fears of inflation continue, shares of Apple will underperform the market.\nNvidiaalso makes the list of risky tech stocks. Trivariate found the semiconductor stock has one of the most asymmetric beta — meaning the stock is consistently more volatile than the broader market during a market pullback compared with typical times.\nTrivariate also named payments companySquare, cloud communications platformTwilioand semiconductor manufacturerMicrochip Technologyamong the riskiest technology stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184307149,"gmtCreate":1623683094481,"gmtModify":1634030106314,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Yay Apple&nbsp;","listText":"Yay Apple&nbsp;","text":"Yay Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184307149","repostId":"2143784913","repostType":4,"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191039413,"gmtCreate":1620826749732,"gmtModify":1631886289862,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/V\">$Visa(V)$</a>[Miser]&nbsp;","listText":"<a href=\"https://laohu8.com/S/V\">$Visa(V)$</a>[Miser]&nbsp;","text":"$Visa(V)$[Miser]","images":[{"img":"https://static.tigerbbs.com/7764c620e80a46f82ff51a14dac2caa5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191039413","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148218637,"gmtCreate":1625977695229,"gmtModify":1633931153004,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.&nbsp;","listText":"Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.&nbsp;","text":"Wouldn’t raising ticket prices put off visitors? Particularly since tourism is so weak now due to the pandemic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148218637","repostId":"1187480487","repostType":4,"repost":{"id":"1187480487","kind":"news","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":1625838849,"share":"https://www.laohu8.com/m/news/1187480487?lang=&edition=full","pubTime":"2021-07-09 21:54","market":"us","language":"en","title":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1187480487","media":"Tiger Newspress","summary":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\n\n\nShanghai Disneyland","content":"<p>Disney&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;2%,as&nbsp;Shanghai Disneyland raising prices up to 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/c8b245ccacada732569aab91c7bad577\" tg-width=\"803\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Shanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.</li>\n <li>The resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.</li>\n <li>The Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).</li>\n <li>That results in increases of 9-10% across the board.</li>\n <p><b>Disney</b>&nbsp;is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.</p>\n <p>Worldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.</p>\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>Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.</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\">\nDisney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\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\">2021-07-09 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Disney&nbsp;shares&nbsp;rises&nbsp;nearly&nbsp;2%,as&nbsp;Shanghai Disneyland raising prices up to 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/c8b245ccacada732569aab91c7bad577\" tg-width=\"803\" tg-height=\"601\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>Shanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.</li>\n <li>The resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.</li>\n <li>The Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).</li>\n <li>That results in increases of 9-10% across the board.</li>\n <p><b>Disney</b>&nbsp;is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.</p>\n <p>Worldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.</p>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187480487","content_text":"Disney shares rises nearly 2%,as Shanghai Disneyland raising prices up to 10%.\n\n\nShanghai Disneyland (DIS+0.7%) willraise its ticket prices starting in January.\nThe resort indicated it would boost prices on Jan. 9, setting new rates for four tiers: Regular, Regular Plus, Peak (most days in summer season and other peak visitation days), and Peak Plus.\nThe Regular price at that time will be 435 yuan (about $67.13). Regular Plus will be 545 yuan (about $84.11). Meanwhile, Peak price is set at 659 yuan ($101.70) and Peak Plus at 769 yuan ($118.67).\nThat results in increases of 9-10% across the board.\nDisney is gearing up for a big weekend at the box office as the long-delayed \"Black Widow\" is set for its theatrical release worldwide on July 9. Disney stock rose.\nWorldwide estimates for \"Black Widow\" are as high as $140 million, according to Deadline. That doesn't include China, Marvel's biggest market, as it doesn't yet have a release date there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138235599,"gmtCreate":1621941791911,"gmtModify":1634185318441,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Rising due to news of stock split?","listText":"Rising due to news of stock split?","text":"Rising due to news of stock split?","images":[{"img":"https://static.tigerbbs.com/aa76dd9da498d5ca835552c21efc2a3b","width":"1125","height":"3525"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138235599","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":139809376,"gmtCreate":1621604541395,"gmtModify":1634187715046,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Maybe they’re losing their market share","listText":"Maybe they’re losing their market share","text":"Maybe they’re losing their market share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139809376","repostId":"1199252374","repostType":2,"repost":{"id":"1199252374","kind":"news","pubTimestamp":1621586178,"share":"https://www.laohu8.com/m/news/1199252374?lang=&edition=full","pubTime":"2021-05-21 16:36","market":"us","language":"en","title":"Apple: Is It Time To Buy The Weakness?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199252374","media":"seekingalpha","summary":"Summary\n\nApple pointed to some potential higher sequential revenue declines for the current Q3 that ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple pointed to some potential higher sequential revenue declines for the current Q3 that could amount to an impact of ~$3-4 billion.</li>\n <li>Weaknesses in China's smartphone sales and some persistence of supply constraints for the Mac/iPad could make the impact slightly larger than expected.</li>\n <li>However, long-term trends within service revenue growth, consistent product refreshes and rumored product entries reinforce a positive stance.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b75be7034857efd886eb4d11828a4ac\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Shubhashish5/iStock Editorial via Getty Images</span></p>\n<p>Apple&nbsp;(NASDAQ:AAPL)&nbsp;has found support twice along its 200-day moving average in the past seven days as tech has felt some selling pressure recently, while strong demand tailwinds for products like the Mac and iPad persist. However, iPhone checks in China amid a broader smartphone decline don't look too promising for the geographic segment at the moment, and could exacerbate some of the expected declines for revenues alongside iPhone supply-demand balances. With half of the fiscal Q3 remaining, more of the focus now lies within potential spots of weakness as other drivers remain largely unchanged.</p>\n<p><b>Potential Weaknesses</b></p>\n<p>While Apple had a&nbsp;strong Q2 report, the company did point out certain factors that are likely to impact seasonal declines in revenues for the current fiscal Q3, while smartphone checks in China do not look to most positive to kick off the quarter.</p>\n<p>Q3's current consensus estimates of $1.00 EPS on $72.9 billion in revenue could be threatened by a few key factors, such as:</p>\n<p><b>Gross margins</b>: Apple posted a somewhat unexpected jump to a 42.5% margin during the quarter, which stemmed from \"cost savings, a strong mix and favorable foreign exchange.\" Historical gross margin has failed to break 40%, and although gross margin could hold above 40% during the remainder of the fiscal year from product mix, some of the seasonal volume impacts within the iPhone on top of sequentially lower revenues (discussed below) could reduce some leverage. Higher base pricing and higher ASPs for products, such as the Pro models, and growth in high-margin subscriptions are some factors that can offset these weaknesses.</p>\n<p><b>Sequential revenue impacts</b>: Apple already outlined during Q2's conference call that the seasonal/sequential revenue declines for Q3 are expected to be higher this year than the past two. Luca Maestri did clarify that sequential declines are likely to the tune of $3-4 billion for Q3 due to achievement of supply-demand balance for the iPhone in Q2 and supply constraints, likely stemming from the semiconductor shortage, while possibly weaker China iPhone sales could elevate the adverse impact.</p>\n<p>Supply constraints are no stranger to Apple, with the iPhone 12 seeing some constraints from main supplier TSMC (TSM) back in&nbsp;November&nbsp;with a need for 30-40% more chips to enable 5G and more; this time, the supply constraints are primarily affecting the Mac and iPad. Demand for the two remains elevated, so the supply impacts during the new product cycle for the M1-powered Mac and iPad Pro could persist into Q4, of which would have a higher adverse impact to revenues from a prolonged duration.</p>\n<p>China smartphone sales and iPhone checks are not the most positive, and a weaker-than-expected quarter of sales could affect both the top-line and bottom-line for Q3, given the geography's contribution to operating income with the highest operating margin. Apple's calendar Q1 shipment share (company's FQ2) dropped to 13% as domestic competitors OPPO and vivo took nearly 50% share combined as the two grew much faster than the remaining OEMs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc23ef459dbed2db3372c60e552c70b4\" tg-width=\"640\" tg-height=\"360\"><span>Graphic fromCounterpoint</span></p>\n<p>Paulo Santos pointed out that the iPhone saw a growth slowdown in March, and another&nbsp;slowdown in April,to a ~27% y/y drop in the face of a difficult iPhone SE2-boosted comp. However, Apple did gain a slight degree of market share for the month as the market contracted substantially; Paulo sees that May 2021 could prove another challenging month and another decline, setting Q3 up for a decline.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ea57a85409196e37a9a738f17494e15\" tg-width=\"640\" tg-height=\"396\"><span>Graphic fromCAICT</span></p>\n<p>The Chinese smartphone market declined 34.1% y/y from 41.7 million to 27.5 million units, and down nearly 25% from&nbsp;April 2019's&nbsp;36.5 million, representing quite a large slowdown for the month. 5G models dominated the market at nearly 78% of total shipments, up from 39.3%&nbsp;a year ago. Both 2020 and 2019 showed sequential declines from May through July, and 2021 is likely to show a similar dynamic, as these months typically have less holiday-spurred selling compared to November (Single's Day) and January/Feb. (New Year). A weaker overall market in May, of which could persist through June, would cement in Paulo's thesis for a weak May and Q3, while also likely dragging down segment revenues - Apple's China revenues were just +2% y/y from FY19 to FY20 for Q3, with overall market shipments near the same volume; if volumes this year come up lower, revenues could fail to impress.</p>\n<p>In a longer-term outlook, Apple faces some weakness in the year following an upgrade supercycle (FY15/16 for the 6, FY18/19 for the 8/X), this time with the iPhone 12/5G. Historical revenue trends for those years were poor, and Apple could see underwhelming revenue and EPS performance in FY22 relative to typical growth rates between 5-8% for both metrics. While gross margin could see a return back down to 39-39.5% in FY22 from the dissipation of iPhone supercycle demand in China/US, the quick growth of high-margin services over the long-run, i.e. FY24 and beyond, should start to drive gross margin towards the mid-40% range. The outcome of the Epic trial could prove challenging if Epic receives a favorable outcome, as Apple could be pressured to reduce commissions, which would impact both revenues and net income as commissions are primarily pure profit.</p>\n<p><b>The Strengths Still Remain</b></p>\n<p>Aside from some near-term weaknesses, Apple's strengths remain in play, with some outlined below.</p>\n<p>Apple still sees&nbsp;<b>strong checks in Mac and iPad demand</b>, with pick-up options available for the M1-powered Macs with longer battery life and the iPad Pro starting&nbsp;this weekend&nbsp;at retail locations. These two productions have not yet been recognized in quarterly results due to launch timing, and Apple is seeing \"strong first-time buyers on the Mac …run[ning] just south of 50%, and \"in China… it's more around two-thirds.\" This implies that even with the supply-side issues, revenue generation and growth spurred by the new products could be strong for the quarter.</p>\n<p><b>Relaxation of restrictions</b>in a more vaccinated environment paves the way for more foot traffic as 99% of Apple's retail locations are open. iPhone sales in branded and carrier stores could have been adversely impacted from less traffic and work-from-home/shop-online trends. Stores and face-to-face interactions with customers also provides more potential for upselling to services such as Apple Care and more, which can provide a small boost to service revenues immediately while aiding the long-term growth of the segment from more paid subscribers, which is nearing 700 million, with services like Apple Music having over 70 million and Apple TV over 40 million. New offerings like the rumored HiFi music could secure more subscriptions against competing services like Spotify (SPOT).</p>\n<p><b>Continual service revenue growth</b>&nbsp;is one of the largest long-term positives for Apple, as the segment boasts the highest gross margin at 70%. Apple has a broad service ecosystem, and the strong product demand witnessed through Q2 in all categories provides a tailwind for bundles like Apple One; this could provide a multi-quarter timeline of high-growth for services. Revenues for the segment are still one-third of iPhone, the largest single contributor, but services are still on a solid growth trajectory, one that could see the segment generate up to $80 billion annually by 2023 while contributing substantially to gross profit and net income.</p>\n<p>Apple's&nbsp;<b>ability to innovate</b>&nbsp;and constantly produce new products that are met with high demand across all product lines, from computers to phones to headphones and more, should never be overlooked. The company released AirTags and a new Apple TV 4K in April alongside the Mac and iPad refresh, with a lineup of refreshed, cheaper AirPods 3 and Pro redesign, more Mac and iPad changes&nbsp;rumored&nbsp;for 2021, while later years could see Apple unveil AR glasses, an autonomous car and a foldable iPhone. Apple constantly finds new ways to spark repeat interactions with similar products in short time frames (i.e. AirPods), and keep customers inside its ecosystem, increasing monetization potential from both products and services. At the bottom line, Apple has not failed to find new segments to monetize at scale, and whether the future holds cars, augmented reality, completed redesigned iPhones, Apple looks poised to succeed in nearly any market it chooses to enter.</p>\n<p><b>Overall</b></p>\n<p>After the strong Q2 report, Apple heads into its seasonally weakest quarter, and faces some weaknesses in its ongoing supply constraints for high-demand Mac and iPad models as well as within a weaker Chinese smartphone market emerging during April. FY22 revenues and earnings could also fail to reach typical annual growth rates as historical revenues have proved lackluster following large iPhone upgrade cycles. However, Apple's innovative strength and ability to monetize nearly any segment it enters at scale, combined with service growth and persistent demand for most products gives a neutral near-term stance as Apple hit a double retest of its 200-day moving average but a more bullish long-term stance as buybacks continue to increase share price appreciation alongside these stated factors.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Is It Time To Buy The Weakness?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Is It Time To Buy The Weakness?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 16:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4430207-apple-is-it-time-to-buy-the-weakness><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple pointed to some potential higher sequential revenue declines for the current Q3 that could amount to an impact of ~$3-4 billion.\nWeaknesses in China's smartphone sales and some ...</p>\n\n<a href=\"https://seekingalpha.com/article/4430207-apple-is-it-time-to-buy-the-weakness\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4430207-apple-is-it-time-to-buy-the-weakness","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1199252374","content_text":"Summary\n\nApple pointed to some potential higher sequential revenue declines for the current Q3 that could amount to an impact of ~$3-4 billion.\nWeaknesses in China's smartphone sales and some persistence of supply constraints for the Mac/iPad could make the impact slightly larger than expected.\nHowever, long-term trends within service revenue growth, consistent product refreshes and rumored product entries reinforce a positive stance.\n\nPhoto by Shubhashish5/iStock Editorial via Getty Images\nApple (NASDAQ:AAPL) has found support twice along its 200-day moving average in the past seven days as tech has felt some selling pressure recently, while strong demand tailwinds for products like the Mac and iPad persist. However, iPhone checks in China amid a broader smartphone decline don't look too promising for the geographic segment at the moment, and could exacerbate some of the expected declines for revenues alongside iPhone supply-demand balances. With half of the fiscal Q3 remaining, more of the focus now lies within potential spots of weakness as other drivers remain largely unchanged.\nPotential Weaknesses\nWhile Apple had a strong Q2 report, the company did point out certain factors that are likely to impact seasonal declines in revenues for the current fiscal Q3, while smartphone checks in China do not look to most positive to kick off the quarter.\nQ3's current consensus estimates of $1.00 EPS on $72.9 billion in revenue could be threatened by a few key factors, such as:\nGross margins: Apple posted a somewhat unexpected jump to a 42.5% margin during the quarter, which stemmed from \"cost savings, a strong mix and favorable foreign exchange.\" Historical gross margin has failed to break 40%, and although gross margin could hold above 40% during the remainder of the fiscal year from product mix, some of the seasonal volume impacts within the iPhone on top of sequentially lower revenues (discussed below) could reduce some leverage. Higher base pricing and higher ASPs for products, such as the Pro models, and growth in high-margin subscriptions are some factors that can offset these weaknesses.\nSequential revenue impacts: Apple already outlined during Q2's conference call that the seasonal/sequential revenue declines for Q3 are expected to be higher this year than the past two. Luca Maestri did clarify that sequential declines are likely to the tune of $3-4 billion for Q3 due to achievement of supply-demand balance for the iPhone in Q2 and supply constraints, likely stemming from the semiconductor shortage, while possibly weaker China iPhone sales could elevate the adverse impact.\nSupply constraints are no stranger to Apple, with the iPhone 12 seeing some constraints from main supplier TSMC (TSM) back in November with a need for 30-40% more chips to enable 5G and more; this time, the supply constraints are primarily affecting the Mac and iPad. Demand for the two remains elevated, so the supply impacts during the new product cycle for the M1-powered Mac and iPad Pro could persist into Q4, of which would have a higher adverse impact to revenues from a prolonged duration.\nChina smartphone sales and iPhone checks are not the most positive, and a weaker-than-expected quarter of sales could affect both the top-line and bottom-line for Q3, given the geography's contribution to operating income with the highest operating margin. Apple's calendar Q1 shipment share (company's FQ2) dropped to 13% as domestic competitors OPPO and vivo took nearly 50% share combined as the two grew much faster than the remaining OEMs.\nGraphic fromCounterpoint\nPaulo Santos pointed out that the iPhone saw a growth slowdown in March, and another slowdown in April,to a ~27% y/y drop in the face of a difficult iPhone SE2-boosted comp. However, Apple did gain a slight degree of market share for the month as the market contracted substantially; Paulo sees that May 2021 could prove another challenging month and another decline, setting Q3 up for a decline.\nGraphic fromCAICT\nThe Chinese smartphone market declined 34.1% y/y from 41.7 million to 27.5 million units, and down nearly 25% from April 2019's 36.5 million, representing quite a large slowdown for the month. 5G models dominated the market at nearly 78% of total shipments, up from 39.3% a year ago. Both 2020 and 2019 showed sequential declines from May through July, and 2021 is likely to show a similar dynamic, as these months typically have less holiday-spurred selling compared to November (Single's Day) and January/Feb. (New Year). A weaker overall market in May, of which could persist through June, would cement in Paulo's thesis for a weak May and Q3, while also likely dragging down segment revenues - Apple's China revenues were just +2% y/y from FY19 to FY20 for Q3, with overall market shipments near the same volume; if volumes this year come up lower, revenues could fail to impress.\nIn a longer-term outlook, Apple faces some weakness in the year following an upgrade supercycle (FY15/16 for the 6, FY18/19 for the 8/X), this time with the iPhone 12/5G. Historical revenue trends for those years were poor, and Apple could see underwhelming revenue and EPS performance in FY22 relative to typical growth rates between 5-8% for both metrics. While gross margin could see a return back down to 39-39.5% in FY22 from the dissipation of iPhone supercycle demand in China/US, the quick growth of high-margin services over the long-run, i.e. FY24 and beyond, should start to drive gross margin towards the mid-40% range. The outcome of the Epic trial could prove challenging if Epic receives a favorable outcome, as Apple could be pressured to reduce commissions, which would impact both revenues and net income as commissions are primarily pure profit.\nThe Strengths Still Remain\nAside from some near-term weaknesses, Apple's strengths remain in play, with some outlined below.\nApple still sees strong checks in Mac and iPad demand, with pick-up options available for the M1-powered Macs with longer battery life and the iPad Pro starting this weekend at retail locations. These two productions have not yet been recognized in quarterly results due to launch timing, and Apple is seeing \"strong first-time buyers on the Mac …run[ning] just south of 50%, and \"in China… it's more around two-thirds.\" This implies that even with the supply-side issues, revenue generation and growth spurred by the new products could be strong for the quarter.\nRelaxation of restrictionsin a more vaccinated environment paves the way for more foot traffic as 99% of Apple's retail locations are open. iPhone sales in branded and carrier stores could have been adversely impacted from less traffic and work-from-home/shop-online trends. Stores and face-to-face interactions with customers also provides more potential for upselling to services such as Apple Care and more, which can provide a small boost to service revenues immediately while aiding the long-term growth of the segment from more paid subscribers, which is nearing 700 million, with services like Apple Music having over 70 million and Apple TV over 40 million. New offerings like the rumored HiFi music could secure more subscriptions against competing services like Spotify (SPOT).\nContinual service revenue growth is one of the largest long-term positives for Apple, as the segment boasts the highest gross margin at 70%. Apple has a broad service ecosystem, and the strong product demand witnessed through Q2 in all categories provides a tailwind for bundles like Apple One; this could provide a multi-quarter timeline of high-growth for services. Revenues for the segment are still one-third of iPhone, the largest single contributor, but services are still on a solid growth trajectory, one that could see the segment generate up to $80 billion annually by 2023 while contributing substantially to gross profit and net income.\nApple's ability to innovate and constantly produce new products that are met with high demand across all product lines, from computers to phones to headphones and more, should never be overlooked. The company released AirTags and a new Apple TV 4K in April alongside the Mac and iPad refresh, with a lineup of refreshed, cheaper AirPods 3 and Pro redesign, more Mac and iPad changes rumored for 2021, while later years could see Apple unveil AR glasses, an autonomous car and a foldable iPhone. Apple constantly finds new ways to spark repeat interactions with similar products in short time frames (i.e. AirPods), and keep customers inside its ecosystem, increasing monetization potential from both products and services. At the bottom line, Apple has not failed to find new segments to monetize at scale, and whether the future holds cars, augmented reality, completed redesigned iPhones, Apple looks poised to succeed in nearly any market it chooses to enter.\nOverall\nAfter the strong Q2 report, Apple heads into its seasonally weakest quarter, and faces some weaknesses in its ongoing supply constraints for high-demand Mac and iPad models as well as within a weaker Chinese smartphone market emerging during April. FY22 revenues and earnings could also fail to reach typical annual growth rates as historical revenues have proved lackluster following large iPhone upgrade cycles. However, Apple's innovative strength and ability to monetize nearly any segment it enters at scale, combined with service growth and persistent demand for most products gives a neutral near-term stance as Apple hit a double retest of its 200-day moving average but a more bullish long-term stance as buybacks continue to increase share price appreciation alongside these stated factors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":840161265,"gmtCreate":1635607737738,"gmtModify":1635607737837,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Play to win prizes","listText":"Play to win prizes","text":"Play to win prizes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840161265","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893858911,"gmtCreate":1628256741233,"gmtModify":1633752200723,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"Is it a good time to buy?","listText":"Is it a good time to buy?","text":"Is it a good time to buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893858911","repostId":"2157456815","repostType":2,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172229433,"gmtCreate":1626963152722,"gmtModify":1633769323241,"author":{"id":"3568271286196651","authorId":"3568271286196651","name":"fionat","avatar":"https://static.tigerbbs.com/690b4ea91c83e331febd6098848bb10b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568271286196651","authorIdStr":"3568271286196651"},"themes":[],"htmlText":"I’m all for “buying the dip”, but I don’t see a dip haha","listText":"I’m all for “buying the dip”, but I don’t see a dip haha","text":"I’m all for “buying the dip”, but I don’t see a dip haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172229433","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohu8.com/m/news/1154266565?lang=&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to invest as the Delta variant takes hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}