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excavator

excavator

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2021-03-25

Fire sale rn

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2021-04-02

Wow!!!

US.weekly jobless claims total 719,000, above expected

2021-03-26

$Star Peak Energy Transition(STPK)$ where is the peak in star peak? [疑问]

2021-04-09

Damn

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2021-04-08

Oh no

Can Credit Suisse Avoid Becoming The 'Deutsche Bank' Of Switzerland?

2021-03-29

Wow

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2021-04-01

420 blaze it

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2021-03-27

Hmm

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2021-03-27

Must best

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.

2021-03-18

🚀🚀🚀

AMC Shares Spike On Complete Reopening Optimism: What You Need To Know

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The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.</p><p>While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.</p><p>Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144081100","content_text":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. 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(Reporting by Noor Zainab Hussain in Bengaluru; Editing by Saumyadeb Chakrabarty)</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>EXCLUSIVE-Visa moves to allow payment settlements using cryptocurrency</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEXCLUSIVE-Visa moves to allow payment settlements using cryptocurrency\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-03-29 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>March 29 (Reuters) - Visa Inc said on Monday it will allow the use of the cryptocurrency USD Coin to settle transactions on its payment network, the latest sign of growing acceptance of digital currencies by the mainstream financial industry.</p><p>Visa has launched the pilot program with payment and crypto platform Crypto.com and plans to offer the option to more partners later this year, it said.</p><p>The USD Coin (USDC) is a stablecoin cryptocurrency whose value is pegged directly to the U.S. dollar.</p><p>Visa’s move comes as major finance firms including BNY Mellon, BlackRock Inc and Mastercard Inc have embraced some digital coins, sparking predictions that cryptocurrencies will become a regular part of investment portfolios.</p><p>Tesla Inc boss Elon Musk said last week that customers can buy its electric vehicles with bitcoin, marking a significant step forward for the cryptocurrency’s use in commerce.</p><p>“We see increasing demand from consumers across the world to be able to access, hold and use digital currencies and we’re seeing demand from our clients to be able to build products that provide that access for consumers,” Cuy Sheffield, head of crypto at Visa, said.</p><p>Traditionally, if a customer chooses to use a Crypto.com Visa card to pay for a coffee, the digital currency held in a cryptocurrency wallet needs to be converted into traditional money.</p><p>The cryptocurrency wallet will deposit traditional fiat currency in a bank account, to be wired to Visa at the end of the day to settle any transactions, adding cost and complexity for businesses.</p><p>Visa’s latest step, which will use the ethereum blockchain, strips out the need to convert digital coin into traditional money in order for the transaction to be settled.</p><p>Visa said it has partnered with digital asset bank Anchorage and completed the first transaction this month — with Crypto.com sending USDC to Visa’s Ethereum address at Anchorage. (Reporting by Noor Zainab Hussain in Bengaluru; Editing by Saumyadeb Chakrabarty)</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":"1178234813","content_text":"March 29 (Reuters) - Visa Inc said on Monday it will allow the use of the cryptocurrency USD Coin to settle transactions on its payment network, the latest sign of growing acceptance of digital currencies by the mainstream financial industry.Visa has launched the pilot program with payment and crypto platform Crypto.com and plans to offer the option to more partners later this year, it said.The USD Coin (USDC) is a stablecoin cryptocurrency whose value is pegged directly to the U.S. dollar.Visa’s move comes as major finance firms including BNY Mellon, BlackRock Inc and Mastercard Inc have embraced some digital coins, sparking predictions that cryptocurrencies will become a regular part of investment portfolios.Tesla Inc boss Elon Musk said last week that customers can buy its electric vehicles with bitcoin, marking a significant step forward for the cryptocurrency’s use in commerce.“We see increasing demand from consumers across the world to be able to access, hold and use digital currencies and we’re seeing demand from our clients to be able to build products that provide that access for consumers,” Cuy Sheffield, head of crypto at Visa, said.Traditionally, if a customer chooses to use a Crypto.com Visa card to pay for a coffee, the digital currency held in a cryptocurrency wallet needs to be converted into traditional money.The cryptocurrency wallet will deposit traditional fiat currency in a bank account, to be wired to Visa at the end of the day to settle any transactions, adding cost and complexity for businesses.Visa’s latest step, which will use the ethereum blockchain, strips out the need to convert digital coin into traditional money in order for the transaction to be settled.Visa said it has partnered with digital asset bank Anchorage and completed the first transaction this month — with Crypto.com sending USDC to Visa’s Ethereum address at Anchorage. (Reporting by Noor Zainab Hussain in Bengaluru; Editing by Saumyadeb Chakrabarty)","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352085517,"gmtCreate":1616832208639,"gmtModify":1634523778583,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352085517","repostId":"2122472374","repostType":4,"repost":{"id":"2122472374","pubTimestamp":1616770512,"share":"https://www.laohu8.com/m/news/2122472374?lang=&edition=full","pubTime":"2021-03-26 22:55","market":"us","language":"en","title":"AMD Stock Has Crashed 20%: Here's Why You Should Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2122472374","media":"Motley Fool","summary":"The high-flying chipmaker has been battered on the stock market this year, but it could soon turn around.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival <b>Intel</b>'s (NASDAQ:INTC) resurgence under new leadership.</p>\n<p>However, <a href=\"https://laohu8.com/S/AONE\">one</a> look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.</p>\n<p>Let's see why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20fce0458082e183812db30c73121bac\" tg-width=\"720\" tg-height=\"387\"><span>AMD data by YCharts</span></p>\n<h2>AMD isn't going to fall behind Intel anytime soon</h2>\n<p>AMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.</p>\n<p>However, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.</p>\n<p>Intel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping&nbsp;its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.</p>\n<p>AMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d1a80e2bc655d91abe37c8c8083b1ab\" tg-width=\"700\" tg-height=\"510\"><span>Image source: Getty Images.</span></p>\n<p>In fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more&nbsp;transistors closer to each other, leading to improved computing performance and lower power consumption.</p>\n<p>Therefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner <b>Taiwan Semiconductor Manufacturing</b> is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected&nbsp;to become TSMC's second-largest customer and enjoy stronger bargaining power.</p>\n<p>Additionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch&nbsp;of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by <i>AnandTech</i> indicate the same.</p>\n<p>More importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include&nbsp;<b>Amazon</b>, <b>Cisco</b>, <b>Dell Technologies</b>, <b>Alphabet</b>'s Google, <b>Microsoft</b>, <b>Lenovo</b>, and <b>Tencent</b>. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.</p>\n<h2>Buy when others are fearful</h2>\n<p>AMD stock has become cheaper thanks to the recent pullback, trading&nbsp;at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7df9f57ab94b1797b8d6fa062e624a07\" tg-width=\"720\" tg-height=\"387\"><span>AMD EPS Estimates for Current Fiscal Year data by YCharts</span></p>\n<p>All of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.</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>AMD Stock Has Crashed 20%: Here's Why You Should 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\">\nAMD Stock Has Crashed 20%: Here's Why You Should Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 22:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/03/26/amd-stock-has-crashed-20-heres-why-you-should-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2122472374","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock hit a 52-week high in January this year, but the price for this high-flying chipmaker has pulled back over 20% since then thanks to a variety of factors such as the broader sell-off in tech stocks and rival Intel's (NASDAQ:INTC) resurgence under new leadership.\nHowever, one look at the pace of AMD's growth and its outlook for the year tells us that the recent sell-off in the stock may not be justified. The chipmaker ended 2020 on a high and expects to deliver massive growth once again this year. More importantly, investors shouldn't worry too much about the potential impact of Intel's recent announcements on AMD's fortunes just yet, as the latter has enough going for it to ward off any threat from its bigger rival.\nLet's see why.\nAMD data by YCharts\nAMD isn't going to fall behind Intel anytime soon\nAMD chipped away substantially at Intel's dominance in PC central processing units (CPUs) and server processors last year. The chipmaker ended 2020 with a 21.7% share of the x86 processor market, which includes chips used in servers, laptops, and desktops, up from 15.1% at the end of the fourth quarter of 2019.\nHowever, there has been chatter of Intel being on the path of a turnaround, as it had reclaimed some of its market share from AMD in the fourth quarter of 2020 on a quarter-over-quarter basis. That chatter has only become stronger as Chipzilla reportedly looks to erase AMD's technological leadership with aggressive capacity investments.\nIntel recently announced a capital expenditure budget of $20 billion for 2021, a big increase over last year's $14 billion outlay, as it looks to shore up its manufacturing. The company says that the delays it faced with the 10-nanometer (nm) and 7nm chip manufacturing processes are now fixed. In fact, Intel says that its 7nm client CPUs code-named Meteor Lake are in development and will tape in the next quarter. Intel is expected to start shipping its 7nm PC chips to customers in 2023, while data center chips based on the platform are also expected in that year.\nAMD has already been selling 7nm processors for quite some time now, giving it an advantage over Intel, which fumbled its transition to the competing 10nm platform and has remained stuck on the 14nm platform for a long time now. What's more, investors need not be afraid of Intel's progress on the 7nm front, as Chipzilla's timeline for the launch of those chips hasn't changed.\nImage source: Getty Images.\nIn fact, AMD can be expected to raise its game by the time Intel's 7nm chips hit the market by transitioning to the competing 5nm manufacturing node within the next couple of years. A smaller processing node will allow AMD to pack more transistors closer to each other, leading to improved computing performance and lower power consumption.\nTherefore, AMD can remain ahead of Intel once it makes the transition to a smaller 5nm process node. Chipzilla is unlikely to regain its technology lead until the launch of its own 5nm process, the timeline for which is unknown right now. As it turns out, AMD's foundry partner Taiwan Semiconductor Manufacturing is reportedly working to increase the production capacity of 5nm chips. That should bode well for AMD, as it is expected to become TSMC's second-largest customer and enjoy stronger bargaining power.\nAdditionally, AMD can be expected to keep up the pressure on Intel in the data center space after the launch of its latest EPYC server processors. AMD claims that the latest EPYC 7003 processors based on the 7nm process are twice as fast as Intel's competing chips. Third-party tests conducted by AnandTech indicate the same.\nMore importantly, AMD has a solid lineup of clients using the latest EPYC server processors. They include Amazon, Cisco, Dell Technologies, Alphabet's Google, Microsoft, Lenovo, and Tencent. So it won't be surprising to see AMD log big gains in the data center market in both the short and the long run.\nBuy when others are fearful\nAMD stock has become cheaper thanks to the recent pullback, trading at 38 times trailing earnings. That's really cheap compared to last year's average trailing earnings multiple of 124, thanks to the sharp spike in the company's earnings and a lower share price. The good news is that AMD's bottom-line growth is here to stay thanks to a variety of catalysts, and it may not be long before the stock price follows suit.\nAMD EPS Estimates for Current Fiscal Year data by YCharts\nAll of this makes AMD a growth stock worth buying right now, as it continues to remain in a solid position against Intel and has additional growth drivers in the bag.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352082239,"gmtCreate":1616832128921,"gmtModify":1634523779551,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Must best","listText":"Must best","text":"Must best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352082239","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356876199,"gmtCreate":1616770171011,"gmtModify":1631886369986,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","text":"$Star Peak Energy Transition(STPK)$ where is the peak in star peak? [疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/356876199","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358378270,"gmtCreate":1616668070290,"gmtModify":1634524657811,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Fire sale rn","listText":"Fire sale rn","text":"Fire sale rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358378270","repostId":"1174499360","repostType":4,"repost":{"id":"1174499360","pubTimestamp":1616664586,"share":"https://www.laohu8.com/m/news/1174499360?lang=&edition=full","pubTime":"2021-03-25 17:29","market":"us","language":"en","title":"7 Tech Stocks Desperate for an End to the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1174499360","media":"InvestorPlace","summary":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic a","content":"<p>Tech stocks are poised to benefit from the industry working through a severe shortage</p>\n<p>The pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.</p>\n<p>Technology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.</p>\n<p>The novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.</p>\n<p>There are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:</p>\n<ol>\n <li><b>Advanced Micro Devices</b>(NASDAQ:<b><u>AMD</u></b>)</li>\n <li><b>Applied Materials</b>(NASDAQ:<b><u>AMAT</u></b>)</li>\n <li><b>Intel</b>(NASDAQ:<b><u>INTC</u></b>)</li>\n <li><b>Micron Technology</b>(NASDAQ:<b><u>MU</u></b>)</li>\n <li><b>Nvidia</b>&nbsp;(NASDAQ:<b><u>NVDA</u></b>)</li>\n <li><b>Qualcomm</b>(NASDAQ:<b><u>QCOM</u></b>)</li>\n <li><b>STMicroelectronics</b>(NYSE:<b><u>STM</u></b>)</li>\n</ol>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e76726319674ff7bad1da727c82388ca\" tg-width=\"469\" tg-height=\"206\"><span>Chart courtesy of Stock Rover</span></p>\n<p>In the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.</p>\n<p>STM stock has a lower overall score due to a pullback in the last month.</p>\n<p><b>Tech Stocks: Advanced Micro Devices (AMD)</b></p>\n<p>Rumored to supply&nbsp;the graphics chip&nbsp;for&nbsp;<b>Tesla’s</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.</p>\n<p>If Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.</p>\n<p>The chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.</p>\n<p>To prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year&nbsp;with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.</p>\n<p><b>Applied Materials (AMAT)</b></p>\n<p>Chief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.</p>\n<p>AMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.</p>\n<p>The drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.</p>\n<p>Applied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects</p>\n<p><b>Intel (INTC)</b></p>\n<p>Intel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly&nbsp;out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.</p>\n<p>The ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely&nbsp;posted a small&nbsp;1.1% drop in&nbsp;fourth-quarter revenue&nbsp;due to the shortage.</p>\n<p>Intel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”</p>\n<p>A check shows 31 analysts cover Intel stock. Per tipranks, the average price target is&nbsp;around $63.</p>\n<p><b>Tech Stocks: Micron Technology (MU)</b></p>\n<p>Micron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.</p>\n<p>Zinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company&nbsp;does not have&nbsp;much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.</p>\n<p>The semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.</p>\n<p>On simplywall.st, the fair&nbsp;value of $53.85&nbsp;is significantly below the recent price. Analysts are bullish. The average price&nbsp;target is ~$113.(per Tipranks).</p>\n<p><b>Nvidia (NVDA)</b></p>\n<p>No chip company has a bigger shortage problem than Nvidia. The&nbsp;<b>Bitcoin</b>&nbsp;craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.</p>\n<p>Nvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones&nbsp;were impossible to buy&nbsp;last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.</p>\n<p>At the start of the year, the prices of the 3000 series&nbsp;from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.</p>\n<p>Investors may build a five-year DCF EBITDA Exit model to calculate a fair value.</p>\n<p><img src=\"https://static.tigerbbs.com/75695116ea231ef2d2b4e308f3ec29d9\" tg-width=\"835\" tg-height=\"249\"></p>\n<p>Setting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.</p>\n<p><b>Qualcomm (QCOM)</b></p>\n<p>The chip shortage is&nbsp;hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer&nbsp;<b>Samsung Electronics</b>&nbsp;(OTCMKTS:<b><u>SSNLF</u></b>) is experiencing a shortage of Qualcomm application processors.</p>\n<p>As a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.</p>\n<p>Qualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. As<i>Reuters</i>reported, this is hard to scale up quickly.</p>\n<p>QCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.</p>\n<p><b>Tech Stocks: STMicroelectronics (STM)</b></p>\n<p>This auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery&nbsp;said that it did&nbsp;not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.</p>\n<p>STM faced some shortages in materials like a substrate.</p>\n<p>This year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from&nbsp;<b>Huawei</b>&nbsp;will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”</p>\n<p>Looking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.</p>\n<p>STM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.</p>","source":"lsy1606302653667","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>7 Tech Stocks Desperate for an End to the Chip Shortage</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\">\n7 Tech Stocks Desperate for an End to the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 17:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies ...</p>\n\n<a href=\"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/03/7-tech-stocks-desperate-for-an-end-to-the-chip-shortage/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174499360","content_text":"Tech stocks are poised to benefit from the industry working through a severe shortage\nThe pandemic accelerated demand for home desktop and laptop computers. At the same time, automobile companies increased their volume of technology in vehicles. This led to a semiconductor chip shortage. The lower supply will increase prices, potentially inflating the cost of technology products.\nTechnology manufacturers will rely on contracts and inventory to delay any price hikes. They want to avoid passing prices to consumers for as long as possible. Similarly, automobile firms are cutting production. They, too, are opting to lower product inventory to keep prices in check. Demand is elastic for automobiles and computers. The higher prices rise, the lower the demand.\nThe novel coronavirus vaccine rollout worldwide is set to taper the work-from-home setting and the lockdown. Theaters are starting to open again. The Centers for Disease Control said that you can gather indoors with vaccinated people. All without wearing a mask. The mind shift sets the stage for a gradual re-opening. So, as computer orders slow, the chip shortage should also end.\nThere are seven tech stocks desperate for an end to the chip shortage. Listed in alphabetical order, they are:\n\nAdvanced Micro Devices(NASDAQ:AMD)\nApplied Materials(NASDAQ:AMAT)\nIntel(NASDAQ:INTC)\nMicron Technology(NASDAQ:MU)\nNvidia (NASDAQ:NVDA)\nQualcomm(NASDAQ:QCOM)\nSTMicroelectronics(NYSE:STM)\n\nChart courtesy of Stock Rover\nIn the chart, all of the stocks score a solid 91/100 or higher on quality. AMD stands out as trading at unfavorable valuations but has a strong overall score.\nSTM stock has a lower overall score due to a pullback in the last month.\nTech Stocks: Advanced Micro Devices (AMD)\nRumored to supply the graphics chip for Tesla’s (NASDAQ:TSLA) Model S and X refresh, AMD would benefit from an end to the chip shortage. As Tesla works through its production delays and resumes building more Tesla units, AMD’s Navi 23 GPU sales would increase.\nIf Tesla implements that Ryzen System-on-Chip, it would make it one of the fastest infotainment systems available for customers. The chip is powerful enough to run a graphics-intensive game. A supply deal with Tesla would broaden AMD’s revenue stream.\nThe chip giant needs a bigger exposure in the ever-growing automotive market. Vehicles are getting more semiconductor chip volumes. Conversely, the computer market is only as strong as the work-at-home lift. That is set to end.\nTo prepare for a peak in PC sales, AMD needs more Navi 23 orders. Admittedly, the PC market remains strong. AMD Chief Technology Officer Mark Papermaster said that its CPU design is a key aspect of AMD’s resurgence over the years. The Zen 3 shipping began at the end of last year with the Ryzen 5000. In the server space, AMD is now on a third-generation EPYC.\nApplied Materials (AMAT)\nChief Financial Officer Dan Durn said that the company will benefit from a third PC wave. Plus, the consumer-oriented mobile handset demand lifted semiconductor demand. This contributed to the chip shortage.\nAMAT is optimistic that the tight coupling between population and consumer behavior will end. Instead, corporations will invest in machine-to-machine solutions. That will lead to another decade of upside for Applied Materials.\nThe drive for economic growth and ongoing pressures to increase productivity will sustain demand for AMAT’s wafer fab equipment. In its traditional market, storage (NAND chips) and DRAM (memory chip) demand are still strong. Customers from China continue to grow, thanks to the region’s technology innovations.\nApplied said the industry size topped $60 billion last year. It forecasts an industry of more than $70 billion this year and more than $100 billion in the next few years. So, the chip shortage should not hurt its long-term prospects\nIntel (INTC)\nIntel struggled for much of last year from CPU shortages. This led to the B460 and H410 chipsets reportedly out of stock. Customers who built computers in mid-2020 are only now taking delivery. As new games and advanced software demand more computing power, the delay is hurting customers.\nThe ongoing delay in the current and next quarter will slow sales. Customers will have no choice but to wait for parts to become available. As the biggest PC chip seller, Intel likely posted a small 1.1% drop in fourth-quarter revenue due to the shortage.\nIntel will benefit as the industry resolves the chip shortage this year. It already has three strategic priorities to work on. CEO Bob Swan said that they are “improving our execution to strengthen our core business, extending our reach to accelerate growth and redefine our position in the industry, and continuing to thoughtfully deploy capital to create value for our shareholders.”\nA check shows 31 analysts cover Intel stock. Per tipranks, the average price target is around $63.\nTech Stocks: Micron Technology (MU)\nMicron’s CFO, Dave Zinsner, is optimistic about the strong multi-year demand for DRAM. More end markets need memory chips, such as mobile and cloud. So, as computing transitions to artificial intelligence and automotive, Micron is expecting a strong market for DRAM.\nZinsner said that the tightness for DRAM will probably continue for at least 2021. Furthermore, he said that the company does not have much visibility yet going into next year. To adjust for the uncertainties ahead, it will watch for the industry aligning supply with demand. The executive expects the industry will exercise disciplined investing and supply increases.\nThe semiconductor industry is cyclical. So, by keeping close to the supply/demand equilibrium, the next boom/bust cycle may be milder.\nOn simplywall.st, the fair value of $53.85 is significantly below the recent price. Analysts are bullish. The average price target is ~$113.(per Tipranks).\nNvidia (NVDA)\nNo chip company has a bigger shortage problem than Nvidia. The Bitcoin craze continues to increase the demand for Nvidia graphics cards. Gaming customers are getting punished. The lack of supply is pushing the prices of the latest products.\nNvidia’s RTX 30xx series are the latest GPUs that consumers want. Just as the newest ones were impossible to buy last year, the same is happening this year. Gamers may add themselves to a waitlist. It will take months before they may pick up the gaming graphics card.\nAt the start of the year, the prices of the 3000 series from ASUS increased. Look out for prices increasing again alongside the price of Bitcoin.\nInvestors may build a five-year DCF EBITDA Exit model to calculate a fair value.\n\nSetting a 10% discount rate to account for the cyclical risks in semiconductor stocks, NVDA stock is worth around $642.\nQualcomm (QCOM)\nThe chip shortage is hurting Qualcomm. The firm is struggling to meet the strong demand for its processors. Its customer Samsung Electronics (OTCMKTS:SSNLF) is experiencing a shortage of Qualcomm application processors.\nAs a leading supplier to a fast-growing smartphone market, Qualcomm would benefit greatly from an end to the chip shortage. Samsung will meet second-quarter expectations. In the near term, it will still need to cut handset shipments.\nQualcomm’s Snapdragon 888 is manufactured with Samsung’s 5-nanometer manufacturing. AsReutersreported, this is hard to scale up quickly.\nQCOM stock peaked in early February. At a forward price-to-earnings in the mid-teens, markets unwittingly punished the stock for no reason. It commands an excellent profit margin and demand inelasticity. It may raise prices to offset the constrained supply. This would give profit margins a lift.\nTech Stocks: STMicroelectronics (STM)\nThis auto chip supplier discussed its shortage problems on its last conference call. President and CEO Jean-Marc Chery said that it did not face any shortage of silicon carbide. So, its second half will perform better than the first half of 2021 and better than last year.\nSTM faced some shortages in materials like a substrate.\nThis year, the production of 84 million to 90 million vehicles, plus a build-up in customer inventory, will drive semiconductor demand in automotive. Conversely, Chery mentioned that a drop in business from Huawei will weigh on results.He said, “Huawei will be a detractor, definitively in 2021 of the revenue.”\nLooking ahead, STM forecasts solid revenue growth for the year. Smart mobility, Internet of Things, 5G, and power energy management will lead the outperformance in the markets it serves.\nSTM stock gets very little attention despite its sustained uptrend over the last year. Once the industry works through the supply shortage, this firm will benefit from strong automotive demand this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327941945,"gmtCreate":1616054666887,"gmtModify":1703496936768,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327941945","repostId":"1138187457","repostType":4,"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":358378270,"gmtCreate":1616668070290,"gmtModify":1634524657811,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Fire sale rn","listText":"Fire sale rn","text":"Fire sale rn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358378270","repostId":"1174499360","repostType":4,"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357764954,"gmtCreate":1617304577078,"gmtModify":1634521518980,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Wow!!!","listText":"Wow!!!","text":"Wow!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357764954","repostId":"1144081100","repostType":4,"repost":{"id":"1144081100","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":1617280365,"share":"https://www.laohu8.com/m/news/1144081100?lang=&edition=full","pubTime":"2021-04-01 20:32","market":"us","language":"en","title":"US.weekly jobless claims total 719,000, above expected","url":"https://stock-news.laohu8.com/highlight/detail?id=1144081100","media":"Tiger Newspress","summary":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 m","content":"<p>(April 1)&nbsp;First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.</p><p>The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.</p><p>While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.</p><p>Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.</p><p>The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.</p><p>Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.</p><p>While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.</p><p>Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</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>US.weekly jobless claims total 719,000, above expected</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\">\nUS.weekly jobless claims total 719,000, above expected\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\">2021-04-01 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 1)&nbsp;First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.</p><p>The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.</p><p>While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.</p><p>Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.</p><p>The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.</p><p>Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.</p><p>While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.</p><p>Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144081100","content_text":"(April 1) First-time claims for jobless benefits were higher than expected last week, with 719,000 more workers heading to the unemployment line, the Labor Department reported Thursday.The total compared to the 675,000 estimate from Dow Jones and was above last week’s downwardly revised 658,000.While the number of weekly claims remains inordinately high by historical means, the trend is falling now that the U.S. economy continues to reopen and close to 3 million Americans receive vacations each day for Covid-19.Continuing claims, which run a week behind the headline number, fell by 46,000 to just below 3.8 million.The report comes a day ahead of the government’s nonfarm payrolls count for March, which is expected to show a gain of 675,000, to follow on February’s 379,000.Along with the efforts to combat the virus, the Biden Administration continues to shovel money to boost an economy that is showing signs of solid growth. The president put forth a $2 trillion spending plan Thursday that will build on more than $5 trillion of stimulus either already spent or announced on programs aimed at pulling the nation out of the crisis slump.While the pace of job gains slowed in the early part of the winter, recent indications are that hiring has picked up.Payroll processing firm ADP estimated that the companies added 517,000 workers in March, the fastest pace since September. Recent manufacturing reports also show plans ahead for more hiring, and job gains appear to be strongest in the battered hospitality sector, which took the worst of the losses due to social distancing and government-imposed restrictions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356876199,"gmtCreate":1616770171011,"gmtModify":1631886369986,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/STPK\">$Star Peak Energy Transition(STPK)$</a> where is the peak in star peak? [疑问]","text":"$Star Peak Energy Transition(STPK)$ where is the peak in star peak? [疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/356876199","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348462814,"gmtCreate":1617954445038,"gmtModify":1634295548907,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348462814","repostId":"1147517160","repostType":4,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348992518,"gmtCreate":1617876667134,"gmtModify":1634296022208,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348992518","repostId":"1131816845","repostType":4,"repost":{"id":"1131816845","pubTimestamp":1617874283,"share":"https://www.laohu8.com/m/news/1131816845?lang=&edition=full","pubTime":"2021-04-08 17:31","market":"us","language":"en","title":"Can Credit Suisse Avoid Becoming The 'Deutsche Bank' Of Switzerland?","url":"https://stock-news.laohu8.com/highlight/detail?id=1131816845","media":"zerohedge","summary":"Rather like Deutsche Bank, CS has lost its relevance. Based on the stories we’re hearing in the wake of dismissals and zero bonuses, the esprit de corp among the staff is evaporating...","content":"<p><i>“And the future is certain, give us time to work it out…”</i></p><p><b><i>Markets were shaken but unstirred by the collapse of Greensill and the Archegos unwind trades. Credit Suisse is the ultimate loser of the two scandals – reputationally damaged and holed below the water line. &nbsp;The bank is paying the price of years of flawed management, poor risk awareness. and its self-belief it was still a Tier 1 global player. Its’ challenge is to avoid becoming the Deutsche Bank of Switzerland – which it will struggle to do without a radical and unlikely shakeout.</i></b></p><p>As the global economy bounces back, markets are having a good time as indices close higher, but things aren’t so bright in Switzerland.</p><p>I started this morning by opening Credit Suisse’s Private Banking website. I was curious. After blagging my way onto the site by stating I am an exceptionally wealthy Mexican exporter with oodles of easily transportable assets and free cash to invest, I read through the offering. As is traditional on any private banking website, it featured a video of a yacht. To be honest… and I know about yachts – I’ve seen better. But if I was looking for a “<i>trusted partner</i>” at “<i>every life stage</i>” and wanted to avail myself of the their collective experience after 164 years in business, numerous best banks awards and “<i>Swiss-class customer service</i>”… where else would I go?</p><p>Along the road to UBS? Or to someone infinitely better?</p><p>If you are wealthy enough to be looking for a proper Swiss private bank, you probably would not be missing the current headlines.<i><b>Reputation is everything – especially for Credit Suisse which was busily leveraging its “golf-plated reputation” and “pivoting” its High Net Worth and Ultra-HNW businesses to Asia in the expectation it would attract new Asian money.</b></i>Err… probably not so easy now.</p><p><b>CS has dropped the shop twice this year:</b>the Chf 4.4 bln loss on the Archegos fiasco and soon to be defined losses on Greensill. The head of the investment bank, Brian Chin and chief risk and compliance officer Lara Warner have walked the plank along with dozens of minor players. There were rumours circulating weeks ago Warner’s position was untenable in the wake of the Greensill farce. Now the rumours say CS’ risk management systems were overwhelmed.</p><p><b>But, let’s not overegg it. CS is not bust – just badly holed.</b>Despite the losses and eating into provisions, it still uncomfortably passes its capital adequacy tests. It was able to post a relatively modest Chf900mm Q1 loss y’day. With the exception of the double blow, its business was looking ok. Problem is – arch-rival UBS will no doubt blow the covers off when it announces its numbers tomorrow.</p><p><u><i><b>Sadly, it looks like my recent jest about CS becoming the Deutsche Bank of Switzerland – destined from years of underperformance, losses and disaffection – is coming true.</b></i></u>The question is not whether banks like Credit Suisse will survive, but why should they? The last years have not been good.</p><p>When I was a young banker, Credit Suisse First Boston and its militant, quasi-religious derivatives arm, Credit Suisse Financial Products, were among the most feared firms on the street. Their defining speciality was arrogance: you were unlikely to be good enough to be their client, and the rest of the street didn’t dare ask them for favours. It survived the global financial crisis that began in 2007 battered but relatively intact and was able to rebuild its capital levels on the back of its position as market leader. It walked while the US banks ran to grab market share.</p><p>I never understood why everyone thought the appointment of Tidjane Thiam as CEO was such a pivotal moment pointing to a splendid future for the bank. He proved another damp squib – setting it on its current road to nowhere as&nbsp;<b><i>“a leading private bank and wealth manager with strong investment banking capabilities”</i></b>. Take a look at the stock price for a view on how well that worked – down 45% since 2009. TJ’s reign ended in farce as he set spies to follow rivals who dared to defect from the bank. Read the story of his&nbsp;spats with neighbours&nbsp;– they will set you a wondering.</p><p>Next month Antonio Horta-Osoria, the much-lauded Portuguese banker who “saved” Lloyds, takes over as new CS chairman – everyone expects he will successfully reinvigorate the bank, overhaul its creaking systems, and put it back on a route to profit and relevance. Really? Lloyds (and previously Santander/Abbey) is nothing like CS, and to be frank, the sleep deprived banker did not exactly leave Lloyds looking a bright shinny success story as the stock has flatlined for 12 years.</p><p>What the Archegos losses show is<b>CS not only got scammed in their role as prime broker to the dodgy family office</b>– failing to dig behind the veil of multiple total return swap positions the firm held with multiple broker counterparties.<b>They were also slow off the block when the other prime brokers caught in Archegos’ web blinked and started selling.</b>Goldman, Morgan Stanley and Deutsche Bank apparently got out scot-free!</p><p>Everyone is now twittering about transparency, oversight, and investigating the apparent fraud. But what really caused one of the largest, most successful and prestigious banks on the planet to stumble twice, or what now appear to have been obviously flawed lending decisions?</p><p><b>It’s all about managing risk and risk-taking culture.</b></p><p>Do you take risk based on gut feel or on what a spread sheet tells you? Do you invest based on documentation and reports, or on the bigger picture of where a deal might go? Do you trust the traders or the risk management officers? Is the market about what spread sheets tell you, or – as I’ve so often written – is it just a vast voting machine that repeatedly trumps common sense? Risk is not a formula – it’s cryptography, experience and the art of finance combined. If you can’t see the wood for the trees – then risk management will fail.</p><p><b>Compare and contrast how Credit Suisse and Goldman Sachs fared in this farce.</b>“Family office” Archegos was designed and structured specifically to arbitrage the system – largely unregulated, and able to do whatever it wanted. Despite founder Bill Hwang’s chequered past and previous history, the banks were keen to deal with him and seek profits.&nbsp;Goldman Sachs’ risk managers took note of Hwang’s convictions and apparently turned him down a couple of times before the account was finally opened, at which point the Squid went in aggressively to win his business. &nbsp;Eyes wide open.</p><p><b>Credit Suisse seems to have made the same mistake twice: being unable to process and manage the expectations of bankers wanting to do the business in either high yielding supply-chain finance with Greensill, or the complex derivative trades with Archegos, against the risks of what the counterpart was. In short – they didn’t know the client. Eyes wide shut to the dangers.</b></p><p>I’m damn sure Goldman understood perfectly what it was dealing with – and made its decisions accordingly.</p><p>The question is where does CS go from here? Trying to be a top private wealth manager and leading investment bank hasn’t worked. Its not top notch in either. In the CSFB days, it played with the big boys of Wall Street. Now it’s an also ran.<b>Rather like Deutsche Bank, CS has lost its relevance. Based on the stories we’re hearing in the wake of dismissals and zero bonuses, the esprit de corp among the staff is evaporating.</b></p><p>How do you relaunch a botched brand? Watch that space… I don’t envy them.</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>Can Credit Suisse Avoid Becoming The 'Deutsche Bank' Of Switzerland?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Credit Suisse Avoid Becoming The 'Deutsche Bank' Of Switzerland?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-08 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/can-credit-suisse-avoid-becoming-deutsche-bank-switzerland><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“And the future is certain, give us time to work it out…”Markets were shaken but unstirred by the collapse of Greensill and the Archegos unwind trades. Credit Suisse is the ultimate loser of the two ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/can-credit-suisse-avoid-becoming-deutsche-bank-switzerland\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.zerohedge.com/markets/can-credit-suisse-avoid-becoming-deutsche-bank-switzerland","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131816845","content_text":"“And the future is certain, give us time to work it out…”Markets were shaken but unstirred by the collapse of Greensill and the Archegos unwind trades. Credit Suisse is the ultimate loser of the two scandals – reputationally damaged and holed below the water line.  The bank is paying the price of years of flawed management, poor risk awareness. and its self-belief it was still a Tier 1 global player. Its’ challenge is to avoid becoming the Deutsche Bank of Switzerland – which it will struggle to do without a radical and unlikely shakeout.As the global economy bounces back, markets are having a good time as indices close higher, but things aren’t so bright in Switzerland.I started this morning by opening Credit Suisse’s Private Banking website. I was curious. After blagging my way onto the site by stating I am an exceptionally wealthy Mexican exporter with oodles of easily transportable assets and free cash to invest, I read through the offering. As is traditional on any private banking website, it featured a video of a yacht. To be honest… and I know about yachts – I’ve seen better. But if I was looking for a “trusted partner” at “every life stage” and wanted to avail myself of the their collective experience after 164 years in business, numerous best banks awards and “Swiss-class customer service”… where else would I go?Along the road to UBS? Or to someone infinitely better?If you are wealthy enough to be looking for a proper Swiss private bank, you probably would not be missing the current headlines.Reputation is everything – especially for Credit Suisse which was busily leveraging its “golf-plated reputation” and “pivoting” its High Net Worth and Ultra-HNW businesses to Asia in the expectation it would attract new Asian money.Err… probably not so easy now.CS has dropped the shop twice this year:the Chf 4.4 bln loss on the Archegos fiasco and soon to be defined losses on Greensill. The head of the investment bank, Brian Chin and chief risk and compliance officer Lara Warner have walked the plank along with dozens of minor players. There were rumours circulating weeks ago Warner’s position was untenable in the wake of the Greensill farce. Now the rumours say CS’ risk management systems were overwhelmed.But, let’s not overegg it. CS is not bust – just badly holed.Despite the losses and eating into provisions, it still uncomfortably passes its capital adequacy tests. It was able to post a relatively modest Chf900mm Q1 loss y’day. With the exception of the double blow, its business was looking ok. Problem is – arch-rival UBS will no doubt blow the covers off when it announces its numbers tomorrow.Sadly, it looks like my recent jest about CS becoming the Deutsche Bank of Switzerland – destined from years of underperformance, losses and disaffection – is coming true.The question is not whether banks like Credit Suisse will survive, but why should they? The last years have not been good.When I was a young banker, Credit Suisse First Boston and its militant, quasi-religious derivatives arm, Credit Suisse Financial Products, were among the most feared firms on the street. Their defining speciality was arrogance: you were unlikely to be good enough to be their client, and the rest of the street didn’t dare ask them for favours. It survived the global financial crisis that began in 2007 battered but relatively intact and was able to rebuild its capital levels on the back of its position as market leader. It walked while the US banks ran to grab market share.I never understood why everyone thought the appointment of Tidjane Thiam as CEO was such a pivotal moment pointing to a splendid future for the bank. He proved another damp squib – setting it on its current road to nowhere as “a leading private bank and wealth manager with strong investment banking capabilities”. Take a look at the stock price for a view on how well that worked – down 45% since 2009. TJ’s reign ended in farce as he set spies to follow rivals who dared to defect from the bank. Read the story of his spats with neighbours – they will set you a wondering.Next month Antonio Horta-Osoria, the much-lauded Portuguese banker who “saved” Lloyds, takes over as new CS chairman – everyone expects he will successfully reinvigorate the bank, overhaul its creaking systems, and put it back on a route to profit and relevance. Really? Lloyds (and previously Santander/Abbey) is nothing like CS, and to be frank, the sleep deprived banker did not exactly leave Lloyds looking a bright shinny success story as the stock has flatlined for 12 years.What the Archegos losses show isCS not only got scammed in their role as prime broker to the dodgy family office– failing to dig behind the veil of multiple total return swap positions the firm held with multiple broker counterparties.They were also slow off the block when the other prime brokers caught in Archegos’ web blinked and started selling.Goldman, Morgan Stanley and Deutsche Bank apparently got out scot-free!Everyone is now twittering about transparency, oversight, and investigating the apparent fraud. But what really caused one of the largest, most successful and prestigious banks on the planet to stumble twice, or what now appear to have been obviously flawed lending decisions?It’s all about managing risk and risk-taking culture.Do you take risk based on gut feel or on what a spread sheet tells you? Do you invest based on documentation and reports, or on the bigger picture of where a deal might go? Do you trust the traders or the risk management officers? Is the market about what spread sheets tell you, or – as I’ve so often written – is it just a vast voting machine that repeatedly trumps common sense? Risk is not a formula – it’s cryptography, experience and the art of finance combined. If you can’t see the wood for the trees – then risk management will fail.Compare and contrast how Credit Suisse and Goldman Sachs fared in this farce.“Family office” Archegos was designed and structured specifically to arbitrage the system – largely unregulated, and able to do whatever it wanted. Despite founder Bill Hwang’s chequered past and previous history, the banks were keen to deal with him and seek profits. Goldman Sachs’ risk managers took note of Hwang’s convictions and apparently turned him down a couple of times before the account was finally opened, at which point the Squid went in aggressively to win his business.  Eyes wide open.Credit Suisse seems to have made the same mistake twice: being unable to process and manage the expectations of bankers wanting to do the business in either high yielding supply-chain finance with Greensill, or the complex derivative trades with Archegos, against the risks of what the counterpart was. In short – they didn’t know the client. Eyes wide shut to the dangers.I’m damn sure Goldman understood perfectly what it was dealing with – and made its decisions accordingly.The question is where does CS go from here? Trying to be a top private wealth manager and leading investment bank hasn’t worked. Its not top notch in either. In the CSFB days, it played with the big boys of Wall Street. Now it’s an also ran.Rather like Deutsche Bank, CS has lost its relevance. Based on the stories we’re hearing in the wake of dismissals and zero bonuses, the esprit de corp among the staff is evaporating.How do you relaunch a botched brand? Watch that space… I don’t envy them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352773941,"gmtCreate":1617008851983,"gmtModify":1634523166245,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352773941","repostId":"1178234813","repostType":4,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357081351,"gmtCreate":1617208035073,"gmtModify":1634522030252,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"420 blaze it","listText":"420 blaze it","text":"420 blaze it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357081351","repostId":"1181563884","repostType":4,"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352085517,"gmtCreate":1616832208639,"gmtModify":1634523778583,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352085517","repostId":"2122472374","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352082239,"gmtCreate":1616832128921,"gmtModify":1634523779551,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"Must best","listText":"Must best","text":"Must best","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352082239","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p>\n<p>Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p>\n<p>Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p>\n<p>So far the market isn’t feeling charitable. But the sample size is only one stock.</p>\n<p>NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p>\n<p>For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p>\n<p>Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p>\n<p>RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p>\n<p>Spak rates Tesla stock Hold and has a $725 price target for shares.</p>\n<p>In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p>\n<p>Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327941945,"gmtCreate":1616054666887,"gmtModify":1703496936768,"author":{"id":"3574125190728606","authorId":"3574125190728606","name":"excavator","avatar":"https://static.tigerbbs.com/8a87ace20ab4217ebc8fde9e44a256b9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574125190728606","authorIdStr":"3574125190728606"},"themes":[],"htmlText":"🚀🚀🚀","listText":"🚀🚀🚀","text":"🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327941945","repostId":"1138187457","repostType":4,"repost":{"id":"1138187457","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1616052603,"share":"https://www.laohu8.com/m/news/1138187457?lang=&edition=full","pubTime":"2021-03-18 15:30","market":"us","language":"en","title":"AMC Shares Spike On Complete Reopening Optimism: What You Need To Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1138187457","media":"Benzinga","summary":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after t","content":"<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></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>AMC Shares Spike On Complete Reopening Optimism: What You Need To Know</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMC Shares Spike On Complete Reopening Optimism: What You Need To Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-18 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of&nbsp;<b>AMC Entertainment Holdings Inc.</b>&nbsp;climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.</p>\n<p><b>What Happened:</b>With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.</p>\n<p>More than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.</p>\n<p>The company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.</p>\n<p>AMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.</p>\n<p><b>Why It Matters:</b>AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.</p>\n<p>It was&nbsp;reported&nbsp;last week that AMC is likely getting discounts on film-rental fees from&nbsp;<b>AT&amp;T Inc.’s</b>&nbsp;Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a&nbsp;cash crunch.</p>\n<p>Nevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as&nbsp;<b>GameStop Corp.</b>. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community&nbsp;r/WallStreetBets.</p>\n<p><b>Price Action:</b>AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.</p>\n<p></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":"1138187457","content_text":"Shares of AMC Entertainment Holdings Inc. climbed almost 4% in extended trading on Wednesday after the movie theatre chainsaid98% of its U.S. locations will be open beginning Friday.\nWhat Happened:With additional openings in the U.S. expected over the next week, AMC expects 99% of its U.S. circuit will be open by March 26.\nMore than 40 AMC locations in California will reopen beginning Friday, including all 25 locations in Los Angeles County and all eight locations in San Diego County.\nThe company expects 52 of its 54 California locations to be open by Monday including two brand new theatres in the Los Angeles area that will be serving guests for the first time ever.\nAMC Porter Ranch 9 at the Vineyards at Porter Ranch will open on Friday, March 19. AMC DINE-IN Montclair Place 12, the company’s newest dine-in location will open for the first time on Monday.\nWhy It Matters:AMC and other movie chains have been struggling following the closure of theatres amid the pandemic. The company now expects the rollout of Covid-19 vaccines in the U.S. and the release of blockbuster movie titles in the coming months to boost sales this year.\nIt was reported last week that AMC is likely getting discounts on film-rental fees from AT&T Inc.’s Tsubsidiary WarnerMedia. A discount on film-rental fees, which usually account for a huge share of a theatre chain’s costs, could boost AMC’s gross margins while it struggles with a cash crunch.\nNevertheless, AMC’s stock has been popular among retail investors and surged in January along with other heavily-shorted stocks such as GameStop Corp.. These so-called meme stocks continue to see high retail investor interest in March, including from the Reddit community r/WallStreetBets.\nPrice Action:AMC Entertainment shares closed 4.2% higher on Wednesday at $13.56 and further rose 3.8% in the after-hours session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}