Foros的个人主页 - 老虎社区

Foros

Foros

暂无个人介绍

IP属地：未知

2关注

12粉丝

0主题

0勋章

2021-03-25

Like and comment

Strategists raise their stock market outlooks for 2021

2021-06-26

Nice

Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.

2021-03-19

Like and comment

抱歉，原内容已删除

2021-03-08

Hahahaha well said

抱歉，原内容已删除

2021-06-12

Comment and like thx

Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare

2021-03-23

Well well

Microsoft in talks to acquire Discord for more than $10 billion: Bloomberg News

2021-06-06

Nice

3 Technology Stocks You Can Buy and Hold for the Next Decade

2021-05-02

Nice

Berkshire Hathaway Annual Meeting 2021: Highlights and storylines

2021-04-10

Nice

XPeng Inc.: A Reawakening

2021-02-28

Noice

Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange

2021-06-27

Yes

Better Buy: Activision Blizzard vs. Take Two

2021-06-04

What

抱歉，原内容已删除

2021-04-18

Gone

$544 Billion In Options Expire Today: Here's What Will Move

2021-04-15

Nice

'It was a wise decision to spread the risk': What Johnson & Johnson saga reveals about COVID-19 vaccination campaign

2021-04-09

Nice

While You Were Sleeping: 5 stories you might have missed, April 9

2021-03-21

Hahah nice

Powell says Fed will keep supporting economy ‘for as long as it takes’

2021-02-28

Well said

抱歉，原内容已删除

2021-02-19

Well said

Barclays reports 38% slide in net profit for 2020, resumes dividend payouts

2021-06-08

Good

Apple announces iOS 15 for iPhones with lots of new social features

2021-05-28

Nice

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3574156765565189","uuid":"3574156765565189","gmtCreate":1611062742159,"gmtModify":1613355333915,"name":"Foros","pinyin":"foros","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":12,"headSize":2,"tweetSize":130,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":848330792,"gmtCreate":1635962504672,"gmtModify":1635962504914,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848330792","repostId":"1108904309","repostType":4,"repost":{"id":"1108904309","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1635955337,"share":"https://www.laohu8.com/m/news/1108904309?lang=&edition=full","pubTime":"2021-11-04 00:02","market":"us","language":"en","title":"FAA administrator says Boeing has 'more work to do'","url":"https://stock-news.laohu8.com/highlight/detail?id=1108904309","media":"Reuters","summary":"WASHINGTON, Nov 3 (Reuters) - Federal Aviation Administration chief Steve Dickson told a congression","content":"<p>WASHINGTON, Nov 3 (Reuters) - Federal Aviation Administration chief Steve Dickson told a congressional panel that Boeing&nbsp;has \"more work to do\" as the planemaker continues to face scrutiny following two fatal 737 MAX crashes in the space of five months that killed 346 people.</p>\n<p>\"Boeing is not the same as it was two years ago but they have more to work to do,\" Dickson told a Senate committee on Wednesday. Boeing did not immediately comment.</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>FAA administrator says Boeing has 'more work to do'</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\">\nFAA administrator says Boeing has 'more work to do'\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\">2021-11-04 00:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, Nov 3 (Reuters) - Federal Aviation Administration chief Steve Dickson told a congressional panel that Boeing&nbsp;has \"more work to do\" as the planemaker continues to face scrutiny following two fatal 737 MAX crashes in the space of five months that killed 346 people.</p>\n<p>\"Boeing is not the same as it was two years ago but they have more to work to do,\" Dickson told a Senate committee on Wednesday. Boeing did not immediately comment.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108904309","content_text":"WASHINGTON, Nov 3 (Reuters) - Federal Aviation Administration chief Steve Dickson told a congressional panel that Boeing has \"more work to do\" as the planemaker continues to face scrutiny following two fatal 737 MAX crashes in the space of five months that killed 346 people.\n\"Boeing is not the same as it was two years ago but they have more to work to do,\" Dickson told a Senate committee on Wednesday. Boeing did not immediately comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177713426,"gmtCreate":1627261433865,"gmtModify":1631889676960,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"I am back","listText":"I am back","text":"I am back","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177713426","repostId":"2154397599","repostType":4,"repost":{"id":"2154397599","kind":"news","pubTimestamp":1627260060,"share":"https://www.laohu8.com/m/news/2154397599?lang=&edition=full","pubTime":"2021-07-26 08:41","market":"us","language":"en","title":"Record Profits and Blockbuster Dividends: Here Come the Miners","url":"https://stock-news.laohu8.com/highlight/detail?id=2154397599","media":"Bloomberg","summary":"(Bloomberg) -- The world’s biggest mining companies are about to start revealing how much cash they’","content":"<p>(Bloomberg) -- The world’s biggest mining companies are about to start revealing how much cash they’re churning out from this year’s commodity boom. Look out for record profits followed by eye-watering dividend payouts.</p>\n<p>The top-five western diversified miners may have earned a combined $85 billion for the first half of the year, according to analyst estimates, more than double the level from a year ago. Rio Tinto Group, the first to report on Wednesday, is expected to announce $22 billion of profit for the six months, on a par with its total for all of 2020.</p>\n<p>The mining sector has been &nbsp;one&nbsp;of the biggest beneficiaries from the world’s efforts to emerge from the pandemic. The trillions of dollars poured into recovery packages have ignited demand for commodities like steel, iron ore and aluminum, driving prices sharply higher and sending inflation pressures rippling through the global economy.</p>\n<p>And while previous rallies lured the industry into ambitious investment plans to build and expand mines, many producers this time appear content to return their profit windfalls to investors. The two biggest -- Rio and larger rival BHP Group -- have already been funneling record returns to shareholders.</p>\n<p>Each of the group of five majors -- which also includes Glencore Plc, Anglo American Plc and Vale SA -- are expected to report their biggest-ever earnings for the six months through June, according to average analyst estimates compiled by Bloomberg. Rio could pay out 60% of its underlying earnings, according to some analyst estimates.</p>\n<p>“This should be a pretty much stellar set of results all round,” said Ben Davis, an analyst at Liberum Capital. “We’re expecting record dividends from BHP and Rio, while Anglo and Glencore also have the potential to surprise.”</p>\n<p>Iron ore has been a big driver of profit for the largest producers. The world’s biggest commodity after oil hit a record in the first-half, and has spent the last three months hovering around $200 a ton, a level not seen in a decade. Steel and copper prices both set fresh records this year, thermal coal has also soared, and even diamonds have had a resurgence.</p>\n<p>Some prices have retreated recently amid concerns about rising Covid-19 cases and as China moves to curb rising costs. Yet commodity prices across the board remain historically high for now.</p>\n<p>U.S. copper miner Freeport-McMoRan Inc. gave a hint of what to expect when it reported last week. The company has wiped out $5 billion of debt in the last 12 months, hitting its target months ahead of schedule, and setting the stage for an increase in shareholder returns.</p>\n<p>For the iron ore miners such as Vale, BHP and Rio, it promises to be even better. Demand for the steelmaking ingredient, especially from China, is rampant and supply is constrained. China, which accounts for about half of global steel production, is making a record amount of the metal, while iron ore supply has never recovered from two dam disasters in Brazil.</p>\n<p>Of course, the mining companies are not immune to inflation themselves -- iron ore operations in Australia are grappling with a sharp rise in labor costs due to worker shortages. And governments in resource-rich countries, especially in Latin America, are also looking at the industry as a source of extra revenue after the commodities rally.</p>\n<p>For now though, the miners are cashing in.</p>","source":"yahoofinance_au","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>Record Profits and Blockbuster Dividends: Here Come the Miners</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\">\nRecord Profits and Blockbuster Dividends: Here Come the Miners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/record-profits-blockbuster-dividends-come-040000309.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The world’s biggest mining companies are about to start revealing how much cash they’re churning out from this year’s commodity boom. Look out for record profits followed by eye-...</p>\n\n<a href=\"https://finance.yahoo.com/news/record-profits-blockbuster-dividends-come-040000309.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VALE":"淡水河谷","AAL.UK":"英美资源集团","RIO":"力拓","GLCNF":"Glencore Plc"},"source_url":"https://finance.yahoo.com/news/record-profits-blockbuster-dividends-come-040000309.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154397599","content_text":"(Bloomberg) -- The world’s biggest mining companies are about to start revealing how much cash they’re churning out from this year’s commodity boom. Look out for record profits followed by eye-watering dividend payouts.\nThe top-five western diversified miners may have earned a combined $85 billion for the first half of the year, according to analyst estimates, more than double the level from a year ago. Rio Tinto Group, the first to report on Wednesday, is expected to announce $22 billion of profit for the six months, on a par with its total for all of 2020.\nThe mining sector has been  one of the biggest beneficiaries from the world’s efforts to emerge from the pandemic. The trillions of dollars poured into recovery packages have ignited demand for commodities like steel, iron ore and aluminum, driving prices sharply higher and sending inflation pressures rippling through the global economy.\nAnd while previous rallies lured the industry into ambitious investment plans to build and expand mines, many producers this time appear content to return their profit windfalls to investors. The two biggest -- Rio and larger rival BHP Group -- have already been funneling record returns to shareholders.\nEach of the group of five majors -- which also includes Glencore Plc, Anglo American Plc and Vale SA -- are expected to report their biggest-ever earnings for the six months through June, according to average analyst estimates compiled by Bloomberg. Rio could pay out 60% of its underlying earnings, according to some analyst estimates.\n“This should be a pretty much stellar set of results all round,” said Ben Davis, an analyst at Liberum Capital. “We’re expecting record dividends from BHP and Rio, while Anglo and Glencore also have the potential to surprise.”\nIron ore has been a big driver of profit for the largest producers. The world’s biggest commodity after oil hit a record in the first-half, and has spent the last three months hovering around $200 a ton, a level not seen in a decade. Steel and copper prices both set fresh records this year, thermal coal has also soared, and even diamonds have had a resurgence.\nSome prices have retreated recently amid concerns about rising Covid-19 cases and as China moves to curb rising costs. Yet commodity prices across the board remain historically high for now.\nU.S. copper miner Freeport-McMoRan Inc. gave a hint of what to expect when it reported last week. The company has wiped out $5 billion of debt in the last 12 months, hitting its target months ahead of schedule, and setting the stage for an increase in shareholder returns.\nFor the iron ore miners such as Vale, BHP and Rio, it promises to be even better. Demand for the steelmaking ingredient, especially from China, is rampant and supply is constrained. China, which accounts for about half of global steel production, is making a record amount of the metal, while iron ore supply has never recovered from two dam disasters in Brazil.\nOf course, the mining companies are not immune to inflation themselves -- iron ore operations in Australia are grappling with a sharp rise in labor costs due to worker shortages. And governments in resource-rich countries, especially in Latin America, are also looking at the industry as a source of extra revenue after the commodities rally.\nFor now though, the miners are cashing in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158565754,"gmtCreate":1625156951978,"gmtModify":1631889676962,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158565754","repostId":"1102868765","repostType":4,"repost":{"id":"1102868765","kind":"news","pubTimestamp":1625153533,"share":"https://www.laohu8.com/m/news/1102868765?lang=&edition=full","pubTime":"2021-07-01 23:32","market":"us","language":"en","title":"Amazon Stock Price: How It Can Climb Up To 30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102868765","media":"TheStreet","summary":"Prime Day is over, but Amazon’s growth story continues. The Amazon Maven scans the latest Wall Street research reports and explains how some analysts see Amazon stock rising another 30%.Still, a few analysts believe that AMZN could still climb 30% from current levels. Following the important sales event on the e-commerce giant’s calendar, the Amazon Maven looks at the most recent opinions issued by Wall Street experts and assesses the bull case.At the highest level, Amazon makes money through tw","content":"<p>Prime Day is over, but Amazon’s growth story continues. The Amazon Maven scans the latest Wall Street research reports and explains how some analysts see Amazon stock rising another 30%.</p>\n<p>Prime Day,Amazon’s “summer Black Friday”, has come and gone. Wall Street did not seem overlyconfidentthat this year’s event will be a game changer for Amazon stock, which may explain why share price has remained stuck trading around $3,450 since mid-June.</p>\n<p>Still, a few analysts believe that AMZN could still climb 30% from current levels. Following the important sales event on the e-commerce giant’s calendar, the Amazon Maven looks at the most recent opinions issued by Wall Street experts and assesses the bull case.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2e16a19c3807906131ed6e06652087\" tg-width=\"1240\" tg-height=\"698\"><span>Figure 1: Amazon's logo.</span></p>\n<p><b>Strength in e-commerce and cloud</b></p>\n<p>At the highest level, Amazon makes money through two distinct businesses: e-commerce and cloud. Good news for the Seattle-based company and its shareholders, these industries have been growing fast lately – and Amazon enjoys an enviable position of market leadership in both.</p>\n<p>Bank of America, whose analyst believes that Amazon stock can rise 27% from here,seems to know at least one key ingredient&nbsp;to Amazon’s success on the e-commerce side: its delivery system. Justin Post thinks that Amazon will grow its fulfillment footprint by 40% this year alone, the equivalent of Walmart’s entire distribution center space.</p>\n<p>Mr. Post’s research aligns with the findings of Jefferies’ Brent Till, who has a $4,200 price target on AMZN.According&nbsp;to him, Amazon’s fulfilment capacity should rise about 50% in the next one to two years. The expanded infrastructure could allow Amazon to move to breakeven same-day delivery, and to compete better by bringing last-mile delivery in-house.</p>\n<p>The improved distribution system may help Amazon with another of its businesses that could use a boost: groceries. Loop Capitalreportsthat over 50% of Prime subscribers order groceries online, of which three-fourths use either Amazon or Whole Foods (an Amazon subsidiary) only. Some of the perceived issues with fresh produce availability could be addressed with a better delivery network.</p>\n<p>On the other hand, cloud has not been a hot topic of conversation among analysts lately. But&nbsp;the Amazon Maven recently pointed out&nbsp;how the cloud infrastructure space (IaaS) grew at a dizzying 41% pace in 2020 – and Amazon remains the undisputed king of cloud, controlling 40% of the IaaS market.</p>\n<p><b>Not stellar, not terrible either</b></p>\n<p>Lastly, and despite Amazon’s Prime Day 2021 not being a center-stage argument in most analysts’ investment theses, one bull still sees reasons to be excited. Evercore ISI has a $4,500 price target on AMZN, suggesting 30% upside from end-of-June share price.</p>\n<p>The research shop noted that Amazon sold more than 250 million items on Prime Day, which represents a compounded annual increase of more than 20% over 2019. Considering that a pandemic and a flash recession took place within these past 24 months, Prime Day unit sales growth did not look bad at all.</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>Amazon Stock Price: How It Can Climb Up To 30%</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\">\nAmazon Stock Price: How It Can Climb Up To 30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amazon-stock-price-how-it-can-climb-up-to-30><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Prime Day is over, but Amazon’s growth story continues. The Amazon Maven scans the latest Wall Street research reports and explains how some analysts see Amazon stock rising another 30%.\nPrime Day,...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-price-how-it-can-climb-up-to-30\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-price-how-it-can-climb-up-to-30","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102868765","content_text":"Prime Day is over, but Amazon’s growth story continues. The Amazon Maven scans the latest Wall Street research reports and explains how some analysts see Amazon stock rising another 30%.\nPrime Day,Amazon’s “summer Black Friday”, has come and gone. Wall Street did not seem overlyconfidentthat this year’s event will be a game changer for Amazon stock, which may explain why share price has remained stuck trading around $3,450 since mid-June.\nStill, a few analysts believe that AMZN could still climb 30% from current levels. Following the important sales event on the e-commerce giant’s calendar, the Amazon Maven looks at the most recent opinions issued by Wall Street experts and assesses the bull case.\nFigure 1: Amazon's logo.\nStrength in e-commerce and cloud\nAt the highest level, Amazon makes money through two distinct businesses: e-commerce and cloud. Good news for the Seattle-based company and its shareholders, these industries have been growing fast lately – and Amazon enjoys an enviable position of market leadership in both.\nBank of America, whose analyst believes that Amazon stock can rise 27% from here,seems to know at least one key ingredient to Amazon’s success on the e-commerce side: its delivery system. Justin Post thinks that Amazon will grow its fulfillment footprint by 40% this year alone, the equivalent of Walmart’s entire distribution center space.\nMr. Post’s research aligns with the findings of Jefferies’ Brent Till, who has a $4,200 price target on AMZN.According to him, Amazon’s fulfilment capacity should rise about 50% in the next one to two years. The expanded infrastructure could allow Amazon to move to breakeven same-day delivery, and to compete better by bringing last-mile delivery in-house.\nThe improved distribution system may help Amazon with another of its businesses that could use a boost: groceries. Loop Capitalreportsthat over 50% of Prime subscribers order groceries online, of which three-fourths use either Amazon or Whole Foods (an Amazon subsidiary) only. Some of the perceived issues with fresh produce availability could be addressed with a better delivery network.\nOn the other hand, cloud has not been a hot topic of conversation among analysts lately. But the Amazon Maven recently pointed out how the cloud infrastructure space (IaaS) grew at a dizzying 41% pace in 2020 – and Amazon remains the undisputed king of cloud, controlling 40% of the IaaS market.\nNot stellar, not terrible either\nLastly, and despite Amazon’s Prime Day 2021 not being a center-stage argument in most analysts’ investment theses, one bull still sees reasons to be excited. Evercore ISI has a $4,500 price target on AMZN, suggesting 30% upside from end-of-June share price.\nThe research shop noted that Amazon sold more than 250 million items on Prime Day, which represents a compounded annual increase of more than 20% over 2019. Considering that a pandemic and a flash recession took place within these past 24 months, Prime Day unit sales growth did not look bad at all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127925803,"gmtCreate":1624827733402,"gmtModify":1631889676964,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127925803","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohu8.com/m/news/1137119316?lang=&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p>\n<ul>\n <li>I am comparing Ford against NIO in different categories.</li>\n <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>\n <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p>\n<p>With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p>\n<p><b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p>\n<p>Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p>\n<p><b>Market opportunity</b></p>\n<p>In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p>\n<p>China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p>\n<p>Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p>\n<p>Turning to growth projections.</p>\n<p>With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p>\n<p>Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p>\n<p><b>Scale and manufacturing competence</b></p>\n<p>Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p>\n<p>Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p>\n<p>Winner here: Ford.</p>\n<p><b>Differentiation and BaaS revenue model</b></p>\n<p>Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p>\n<p>Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p>\n<p>The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p>\n<p>The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p>\n<p>Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p>\n<p>Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p>\n<p>The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p>\n<p><b>Sales growth and valuation</b></p>\n<p>Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p>\n<p>Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p>\n<p>Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p>\n<p><b>NIO has larger risks...</b></p>\n<p>NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p>\n<p><b>Final verdict</b></p>\n<p>NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p>\n<p>Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p>\n<p>If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</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>Ford Or NIO? The Final Verdict</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\">\nFord Or NIO? The Final Verdict\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124207923,"gmtCreate":1624765380262,"gmtModify":1631889676966,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124207923","repostId":"2146000990","repostType":4,"repost":{"id":"2146000990","kind":"highlight","pubTimestamp":1624762068,"share":"https://www.laohu8.com/m/news/2146000990?lang=&edition=full","pubTime":"2021-06-27 10:47","market":"us","language":"en","title":"Better Buy: Activision Blizzard vs. Take Two","url":"https://stock-news.laohu8.com/highlight/detail?id=2146000990","media":"Motley Fool","summary":"Which top gaming stock will deliver the better return over the next five years?","content":"<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from <b>Sony</b>&nbsp;and <b>Microsoft</b>, are catalysts for the big game companies to sell more content into a wider installed base.</p>\n<p><b>Activision Blizzard</b> (NASDAQ:ATVI) and <b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>&nbsp;(NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for <i>Call of Duty</i> and <i>World of Warcraft</i> and generates over $8 billion a year in bookings (a non-GAAP measure of revenue).&nbsp;Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>'s <i>Grand Theft Auto V</i> has sold a staggering 145 million copies,&nbsp;which has pushed the company's bookings to over $3 billion.</p>\n<p>I'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e93ec376dbf9d2b1e80588b2008646\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>The margin gap</h2>\n<p>Activision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings.&nbsp;It has a large player base of over 400 million monthly active users,&nbsp;and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.</p>\n<p>While Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011,&nbsp;is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since <i>Grand Theft Auto V</i>&nbsp;launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.</p>\n<p>Compared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf60ea29fdc7bd56d2ec45cb947ce369\" tg-width=\"720\" tg-height=\"387\"><span>ATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.</span></p>\n<p>If Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.</p>\n<p>Here are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>2021</th>\n   <th>2022</th>\n   <th>2023</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>42.8%</td>\n   <td>44.1%</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS</td>\n   <td>8.4%</td>\n   <td>18%</td>\n   <td>4.6%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance.</p>\n<p>Here are the same estimates for Take-Two.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>Fiscal 2022</th>\n   <th>Fiscal 2023</th>\n   <th>Fiscal 2024</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>19%</td>\n   <td>23.2%</td>\n   <td>24.6%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS (loss)</td>\n   <td>(28.5%)</td>\n   <td>49.9%</td>\n   <td>30.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance. Take-Two's fiscal year ends in March.</p>\n<p>Take-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years.&nbsp;It's&nbsp;hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.</p>\n<p>Beyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.</p>\n<h2>Take-Two stock is cheaper with more upside</h2>\n<p>Activision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business.&nbsp;But investors are paying a higher price for&nbsp;Activision's greater game diversity, and perceived lower business risk.</p>\n<p>Activision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6.&nbsp;But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.</p>\n<p>Take-Two's <i>Grand Theft Auto V</i> and <i>Red Dead Redemption 2</i> have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.</p>\n<p>Because of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Activision Blizzard vs. Take Two</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\">\nBetter Buy: Activision Blizzard vs. Take Two\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146000990","content_text":"The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from Sony and Microsoft, are catalysts for the big game companies to sell more content into a wider installed base.\nActivision Blizzard (NASDAQ:ATVI) and Take-Two Interactive (NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for Call of Duty and World of Warcraft and generates over $8 billion a year in bookings (a non-GAAP measure of revenue). Take-Two's Grand Theft Auto V has sold a staggering 145 million copies, which has pushed the company's bookings to over $3 billion.\nI'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.\nImage source: Getty Images.\nThe margin gap\nActivision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings. It has a large player base of over 400 million monthly active users, and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.\nWhile Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011, is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since Grand Theft Auto V launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.\nCompared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.\nATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.\nIf Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.\nHere are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.\n\n\n\nMetric\n2021\n2022\n2023\n\n\nAdjusted operating margin\n42.8%\n44.1%\n45%\n\n\nAdjusted EPS\n8.4%\n18%\n4.6%\n\n\n\nData source: Atom Finance.\nHere are the same estimates for Take-Two.\n\n\n\nMetric\nFiscal 2022\nFiscal 2023\nFiscal 2024\n\n\nAdjusted operating margin\n19%\n23.2%\n24.6%\n\n\nAdjusted EPS (loss)\n(28.5%)\n49.9%\n30.8%\n\n\n\nData source: Atom Finance. Take-Two's fiscal year ends in March.\nTake-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years. It's hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.\nBeyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.\nTake-Two stock is cheaper with more upside\nActivision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business. But investors are paying a higher price for Activision's greater game diversity, and perceived lower business risk.\nActivision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6. But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.\nTake-Two's Grand Theft Auto V and Red Dead Redemption 2 have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.\nBecause of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124204638,"gmtCreate":1624765362324,"gmtModify":1631889676968,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124204638","repostId":"2146000990","repostType":4,"repost":{"id":"2146000990","kind":"highlight","pubTimestamp":1624762068,"share":"https://www.laohu8.com/m/news/2146000990?lang=&edition=full","pubTime":"2021-06-27 10:47","market":"us","language":"en","title":"Better Buy: Activision Blizzard vs. Take Two","url":"https://stock-news.laohu8.com/highlight/detail?id=2146000990","media":"Motley Fool","summary":"Which top gaming stock will deliver the better return over the next five years?","content":"<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from <b>Sony</b>&nbsp;and <b>Microsoft</b>, are catalysts for the big game companies to sell more content into a wider installed base.</p>\n<p><b>Activision Blizzard</b> (NASDAQ:ATVI) and <b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>&nbsp;(NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for <i>Call of Duty</i> and <i>World of Warcraft</i> and generates over $8 billion a year in bookings (a non-GAAP measure of revenue).&nbsp;Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>'s <i>Grand Theft Auto V</i> has sold a staggering 145 million copies,&nbsp;which has pushed the company's bookings to over $3 billion.</p>\n<p>I'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e93ec376dbf9d2b1e80588b2008646\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>The margin gap</h2>\n<p>Activision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings.&nbsp;It has a large player base of over 400 million monthly active users,&nbsp;and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.</p>\n<p>While Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011,&nbsp;is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since <i>Grand Theft Auto V</i>&nbsp;launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.</p>\n<p>Compared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf60ea29fdc7bd56d2ec45cb947ce369\" tg-width=\"720\" tg-height=\"387\"><span>ATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.</span></p>\n<p>If Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.</p>\n<p>Here are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>2021</th>\n   <th>2022</th>\n   <th>2023</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>42.8%</td>\n   <td>44.1%</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS</td>\n   <td>8.4%</td>\n   <td>18%</td>\n   <td>4.6%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance.</p>\n<p>Here are the same estimates for Take-Two.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>Fiscal 2022</th>\n   <th>Fiscal 2023</th>\n   <th>Fiscal 2024</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>19%</td>\n   <td>23.2%</td>\n   <td>24.6%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS (loss)</td>\n   <td>(28.5%)</td>\n   <td>49.9%</td>\n   <td>30.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance. Take-Two's fiscal year ends in March.</p>\n<p>Take-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years.&nbsp;It's&nbsp;hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.</p>\n<p>Beyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.</p>\n<h2>Take-Two stock is cheaper with more upside</h2>\n<p>Activision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business.&nbsp;But investors are paying a higher price for&nbsp;Activision's greater game diversity, and perceived lower business risk.</p>\n<p>Activision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6.&nbsp;But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.</p>\n<p>Take-Two's <i>Grand Theft Auto V</i> and <i>Red Dead Redemption 2</i> have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.</p>\n<p>Because of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Activision Blizzard vs. Take Two</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\">\nBetter Buy: Activision Blizzard vs. Take Two\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146000990","content_text":"The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from Sony and Microsoft, are catalysts for the big game companies to sell more content into a wider installed base.\nActivision Blizzard (NASDAQ:ATVI) and Take-Two Interactive (NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for Call of Duty and World of Warcraft and generates over $8 billion a year in bookings (a non-GAAP measure of revenue). Take-Two's Grand Theft Auto V has sold a staggering 145 million copies, which has pushed the company's bookings to over $3 billion.\nI'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.\nImage source: Getty Images.\nThe margin gap\nActivision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings. It has a large player base of over 400 million monthly active users, and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.\nWhile Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011, is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since Grand Theft Auto V launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.\nCompared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.\nATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.\nIf Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.\nHere are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.\n\n\n\nMetric\n2021\n2022\n2023\n\n\nAdjusted operating margin\n42.8%\n44.1%\n45%\n\n\nAdjusted EPS\n8.4%\n18%\n4.6%\n\n\n\nData source: Atom Finance.\nHere are the same estimates for Take-Two.\n\n\n\nMetric\nFiscal 2022\nFiscal 2023\nFiscal 2024\n\n\nAdjusted operating margin\n19%\n23.2%\n24.6%\n\n\nAdjusted EPS (loss)\n(28.5%)\n49.9%\n30.8%\n\n\n\nData source: Atom Finance. Take-Two's fiscal year ends in March.\nTake-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years. It's hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.\nBeyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.\nTake-Two stock is cheaper with more upside\nActivision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business. But investors are paying a higher price for Activision's greater game diversity, and perceived lower business risk.\nActivision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6. But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.\nTake-Two's Grand Theft Auto V and Red Dead Redemption 2 have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.\nBecause of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125502502,"gmtCreate":1624678442106,"gmtModify":1631889676970,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125502502","repostId":"1100072036","repostType":4,"repost":{"id":"1100072036","kind":"news","pubTimestamp":1624669285,"share":"https://www.laohu8.com/m/news/1100072036?lang=&edition=full","pubTime":"2021-06-26 09:01","market":"us","language":"en","title":"Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100072036","media":"Barrons","summary":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO were up 17% for the month.X","content":"<p>Stock in electric-vehicle pioneer&nbsp;Tesla&nbsp;is&nbsp;on fire&nbsp;for seemingly no reason.</p>\n<p>There haven’t been any big,splashy&nbsp;upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.</p>\n<p>Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.</p>\n<p><b>Taking Cues From China</b></p>\n<p>Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker&nbsp;NIO(NIO) were up 17% for the month.XPeng(XPEV) and&nbsp;Li Auto(LI) had gained 31% and 36%, respectively.</p>\n<p>Tesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.</p>\n<p><b>Delivery Optimism</b></p>\n<p>The second reason is about second-quarter deliveries, after&nbsp;perceived weakness&nbsp;in Chinese delivery numbers. More recently, however, several&nbsp;reports&nbsp;have been popping up about Tesla working hard to deliver vehicles into the end of this month.</p>\n<p>“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst&nbsp;Dan Ivestells&nbsp;Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.</p>\n<p><b>Green Tidal Wave</b></p>\n<p>Ives has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but&nbsp;progress&nbsp;was made in Washington this week.</p>\n<p><b>Musk Tweeting, Again</b></p>\n<p>No search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s&nbsp;Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.</p>\n<p>Tesla plans to offer its highest level of&nbsp;driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.</p>\n<p><b>What’s Next</b></p>\n<p>Next up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.</p>\n<p>Year to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</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 Stock Has Been on Fire This Week. Here Are 4 Reasons.</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 Stock Has Been on Fire This Week. Here Are 4 Reasons.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0\">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-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100072036","content_text":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.\nInvestors, rightly so, are wondering what’s going on. We found four reasons, outlined below.\nTaking Cues From China\nMany electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.\nTesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.\nDelivery Optimism\nThe second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.\n“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.\nGreen Tidal Wave\nIves has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.\nMusk Tweeting, Again\nNo search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.\nTesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.\nWhat’s Next\nNext up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.\nYear to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121466540,"gmtCreate":1624489849880,"gmtModify":1631889676972,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121466540","repostId":"1104273824","repostType":4,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123474595,"gmtCreate":1624437010717,"gmtModify":1631889676977,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123474595","repostId":"1140539864","repostType":4,"repost":{"id":"1140539864","kind":"news","pubTimestamp":1624431752,"share":"https://www.laohu8.com/m/news/1140539864?lang=&edition=full","pubTime":"2021-06-23 15:02","market":"us","language":"en","title":"Why Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1140539864","media":"Motley Fool","summary":"Names with high short interest continue to be the focus of retail traders hoping for a short squeeze","content":"<blockquote>\n Names with high short interest continue to be the focus of retail traders hoping for a short squeeze.\n</blockquote>\n<p><b>What happened</b></p>\n<p>The stocks of companies that could make potential short squeeze candidates continue to be the focus of many retail traders. Tuesday, three speculative names with high short interest are jumping higher. Shares of space tourism company<b>Virgin Galactic Holdings</b>(NYSE:SPCE), electric vehicle hopeful<b>Nikola</b>(NASDAQ:NKLA), and hydrogen fuel cell maker<b>Bloom Energy</b>(NYSE:BE)all jumped Tuesday. As of 3:35 p.m. EDT:</p>\n<ul>\n <li>Virgin Galactic was up 9.2%</li>\n <li>Nikola was up 7.7%</li>\n <li>Bloom Energy was up 4.5%</li>\n</ul>\n<p><b>So what</b></p>\n<p>With its share price trading around $40, it's notable that the July 16, 2021 $100 call options on Virgin Galactic had some of the highest implied volatility of all equity options Tuesday, according to Yahoo! Finance. Along with trading volume already more than double the 60-day daily average, this implies traders are hoping shares surge more than 150% to record highs in just the next three weeks.</p>\n<p>Part of the thinking of traders in Virgin Galactic call options may be that high short interest in the stock could set shares up to move higher. As of late May, 28% of the public share float was sold short. Retail traders likely are hoping for ashort squeezesimilar to what occurred in other meme stocks. Similarly, Nikola and Bloom Energy had a respective 32% and 12% of their floats sold short, according to data from MarketWatch.</p>\n<p><b>Now what</b></p>\n<p>Each of these stocks is speculative, and Virgin Galactic and Nikola aren't yet even bringing in revenue. Nothing of note was announced by these companies Tuesday to explain the stock movement. Nikola did file a Securities and Exchange Commission statement registering more than 18 million shares for potential sale. But that was related to capital it recently raised through a private deal, and any proceeds from the newly registered shares would be going to the stockholder, and not the company.</p>\n<p>Investors may be interested in Bloom Energy Tuesday because of a quarterly financial release from fellow hydrogen fuel cell technology company<b>Plug Power</b>&nbsp;(NASDAQ:PLUG).That report was a mix of strong sales growthoffset by continued net losses from that company. A growing hydrogen economy would be good news for Bloom, and company management expressed optimism in its recently released first quarter report for the period ended March 31, 2021. Revenue growth was also strong, and Bloom Energy CFO Greg Cameron said in a statement, \"We are confident in our guidance and are on the way to being a $1 billion revenue business that is well positioned for future growth.\"</p>\n<p>But Tuesday's stock action seems more likely influenced by retail traders looking to turn high short interest into a rising stock price if shorts areforced to cover sold shares. For long-term investors, this type of move isn't critical to an investing thesis -- even for speculative stocks like these.</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>Why Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday</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\">\nWhy Virgin Galactic, Nikola, and Bloom Energy Stocks Jumped Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/22/why-virgin-galactic-nikola-and-bloom-energy-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Names with high short interest continue to be the focus of retail traders hoping for a short squeeze.\n\nWhat happened\nThe stocks of companies that could make potential short squeeze candidates continue...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/22/why-virgin-galactic-nikola-and-bloom-energy-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河","NKLA":"Nikola Corporation","BE":"Bloom Energy Corp"},"source_url":"https://www.fool.com/investing/2021/06/22/why-virgin-galactic-nikola-and-bloom-energy-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140539864","content_text":"Names with high short interest continue to be the focus of retail traders hoping for a short squeeze.\n\nWhat happened\nThe stocks of companies that could make potential short squeeze candidates continue to be the focus of many retail traders. Tuesday, three speculative names with high short interest are jumping higher. Shares of space tourism companyVirgin Galactic Holdings(NYSE:SPCE), electric vehicle hopefulNikola(NASDAQ:NKLA), and hydrogen fuel cell makerBloom Energy(NYSE:BE)all jumped Tuesday. As of 3:35 p.m. EDT:\n\nVirgin Galactic was up 9.2%\nNikola was up 7.7%\nBloom Energy was up 4.5%\n\nSo what\nWith its share price trading around $40, it's notable that the July 16, 2021 $100 call options on Virgin Galactic had some of the highest implied volatility of all equity options Tuesday, according to Yahoo! Finance. Along with trading volume already more than double the 60-day daily average, this implies traders are hoping shares surge more than 150% to record highs in just the next three weeks.\nPart of the thinking of traders in Virgin Galactic call options may be that high short interest in the stock could set shares up to move higher. As of late May, 28% of the public share float was sold short. Retail traders likely are hoping for ashort squeezesimilar to what occurred in other meme stocks. Similarly, Nikola and Bloom Energy had a respective 32% and 12% of their floats sold short, according to data from MarketWatch.\nNow what\nEach of these stocks is speculative, and Virgin Galactic and Nikola aren't yet even bringing in revenue. Nothing of note was announced by these companies Tuesday to explain the stock movement. Nikola did file a Securities and Exchange Commission statement registering more than 18 million shares for potential sale. But that was related to capital it recently raised through a private deal, and any proceeds from the newly registered shares would be going to the stockholder, and not the company.\nInvestors may be interested in Bloom Energy Tuesday because of a quarterly financial release from fellow hydrogen fuel cell technology companyPlug Power (NASDAQ:PLUG).That report was a mix of strong sales growthoffset by continued net losses from that company. A growing hydrogen economy would be good news for Bloom, and company management expressed optimism in its recently released first quarter report for the period ended March 31, 2021. Revenue growth was also strong, and Bloom Energy CFO Greg Cameron said in a statement, \"We are confident in our guidance and are on the way to being a $1 billion revenue business that is well positioned for future growth.\"\nBut Tuesday's stock action seems more likely influenced by retail traders looking to turn high short interest into a rising stock price if shorts areforced to cover sold shares. For long-term investors, this type of move isn't critical to an investing thesis -- even for speculative stocks like these.","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123459451,"gmtCreate":1624435978773,"gmtModify":1631889676977,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123459451","repostId":"1135867851","repostType":4,"repost":{"id":"1135867851","kind":"news","pubTimestamp":1624429313,"share":"https://www.laohu8.com/m/news/1135867851?lang=&edition=full","pubTime":"2021-06-23 14:21","market":"us","language":"en","title":"EV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing","url":"https://stock-news.laohu8.com/highlight/detail?id=1135867851","media":"Bloomberg","summary":"New York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the matter, the latest homecoming share sale by a Chinese company.Xpeng could raise as much as $2 billion in Hong Kong as soon as this year, the people said, asking not to be identified as the information isn’t public. Details could still change as deliberations are ongoing, the people added. A spokeswoman for the Chinese carmak","content":"<p>(Updated at&nbsp;04:07am&nbsp;ET)</p>\n<p>New York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the matter, the latest homecoming share sale by a Chinese company.</p>\n<p>Xpeng could raise as much as $2 billion in Hong Kong as soon as this year, the people said, asking not to be identified as the information isn’t public. Details could still change as deliberations are ongoing, the people added. A spokeswoman for the Chinese carmaker declined to comment.</p>\n<p>A listing by Xpeng would end a brief hiatus in such share sales by U.S.-listed Chinese firms with online travel firmTrip.com Ltd.the last, raising about $1.25 billion in Hong Kong in April. Many U.S.-traded Chinese companies have flocked to the Asian financial hub since it eased rules in 2018 to allow the likes of Alibaba Group Holding Ltd. and gaming giant NetEase Inc. to list.</p>\n<p>A listing in Hong Kong gives stateside-traded Chinese firms a foothold that acts as a hedge against the risk of being kicked off U.S. exchanges, while allowing them to broaden their investor base closer to home. Under a bill passed in the U.S., Chinese public companiescould be kicked offU.S. stock bourses if American regulators aren’t allowed to review their audits.</p>\n<p>Unlike the other homecoming listings, however, Xpeng’s isn’t a secondary listing -- which would have exempted it from some of the Asian hub’s listing rules -- but a dual primary one. That is because Xpeng, which only went public in New York last year, doesn’t have the two-year listing track record required for it to merit a secondary listing in Hong Kong. It’s set to be the biggest dual primary listing in Hong Kong since biotech drugmakerBeiGene Ltd.raised $903 million in the city almost three years ago.</p>\n<p>Xpeng’s U.S. presence has already helped the EV maker raise funds. After raising $1.72 billion in its August IPO in New York it fetched another $2.5 billion from investors by placing stock in December.</p>\n<p>EV Stocks</p>\n<p>That said, Xpeng will be coming to a market less enamored of EV makers. After a blistering rally in 2020, electric car-makers have seen their shares decline this yearamidincreasing competition from legacy automakers, the global semiconductor shortage and an increasing wariness by investors about holding onto riskier assets.</p>\n<p>Xpeng’s stock surged 381% from its IPO price to a high of $72.17 in November, but has since fallen about 44%, giving the Guangzhou-based company a market capitalization of around $32 billion.</p>\n<p>The carmaker also faces intense competition at home. Rival Chinese EV companiesNio Inc.andLi Auto Inc.-- both traded in the U.S. -- are also planning listings in Hong Kong, Bloomberg News hasreported. The trio compete in an increasingly crowded market in China -- the world’s largest for electric-vehicles -- as tech giants, traditional automakers and startups muscle into the sector.</p>\n<p>Xpeng has yet to turn a profit and has pledged to break even by late 2023 or 2024. Its revenues have been increasing, however,risingto 2.95 billion yuan in the first quarter and its deliveriesgrew 483%in May compared to the previous year.</p>\n<p>Xpeng rose more than 5% in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/da34ebca8314dba57dfa842a72feb5ee\" tg-width=\"658\" tg-height=\"440\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Maker Xpeng Said to Get Nod for $2 Billion Hong Kong Listing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-06-23/ev-maker-xpeng-said-to-get-nod-for-2-billion-hong-kong-listing><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Updated at 04:07am ET)\nNew York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-06-23/ev-maker-xpeng-said-to-get-nod-for-2-billion-hong-kong-listing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://www.bloomberg.com/news/articles/2021-06-23/ev-maker-xpeng-said-to-get-nod-for-2-billion-hong-kong-listing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135867851","content_text":"(Updated at 04:07am ET)\nNew York-traded electric-vehicle makerXpeng Inc.has received the green light from the Hong Kong stock exchange to list in the city, according to people with knowledge of the matter, the latest homecoming share sale by a Chinese company.\nXpeng could raise as much as $2 billion in Hong Kong as soon as this year, the people said, asking not to be identified as the information isn’t public. Details could still change as deliberations are ongoing, the people added. A spokeswoman for the Chinese carmaker declined to comment.\nA listing by Xpeng would end a brief hiatus in such share sales by U.S.-listed Chinese firms with online travel firmTrip.com Ltd.the last, raising about $1.25 billion in Hong Kong in April. Many U.S.-traded Chinese companies have flocked to the Asian financial hub since it eased rules in 2018 to allow the likes of Alibaba Group Holding Ltd. and gaming giant NetEase Inc. to list.\nA listing in Hong Kong gives stateside-traded Chinese firms a foothold that acts as a hedge against the risk of being kicked off U.S. exchanges, while allowing them to broaden their investor base closer to home. Under a bill passed in the U.S., Chinese public companiescould be kicked offU.S. stock bourses if American regulators aren’t allowed to review their audits.\nUnlike the other homecoming listings, however, Xpeng’s isn’t a secondary listing -- which would have exempted it from some of the Asian hub’s listing rules -- but a dual primary one. That is because Xpeng, which only went public in New York last year, doesn’t have the two-year listing track record required for it to merit a secondary listing in Hong Kong. It’s set to be the biggest dual primary listing in Hong Kong since biotech drugmakerBeiGene Ltd.raised $903 million in the city almost three years ago.\nXpeng’s U.S. presence has already helped the EV maker raise funds. After raising $1.72 billion in its August IPO in New York it fetched another $2.5 billion from investors by placing stock in December.\nEV Stocks\nThat said, Xpeng will be coming to a market less enamored of EV makers. After a blistering rally in 2020, electric car-makers have seen their shares decline this yearamidincreasing competition from legacy automakers, the global semiconductor shortage and an increasing wariness by investors about holding onto riskier assets.\nXpeng’s stock surged 381% from its IPO price to a high of $72.17 in November, but has since fallen about 44%, giving the Guangzhou-based company a market capitalization of around $32 billion.\nThe carmaker also faces intense competition at home. Rival Chinese EV companiesNio Inc.andLi Auto Inc.-- both traded in the U.S. -- are also planning listings in Hong Kong, Bloomberg News hasreported. The trio compete in an increasingly crowded market in China -- the world’s largest for electric-vehicles -- as tech giants, traditional automakers and startups muscle into the sector.\nXpeng has yet to turn a profit and has pledged to break even by late 2023 or 2024. Its revenues have been increasing, however,risingto 2.95 billion yuan in the first quarter and its deliveriesgrew 483%in May compared to the previous year.\nXpeng rose more than 5% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162151172,"gmtCreate":1624047745396,"gmtModify":1631889676985,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162151172","repostId":"1175119628","repostType":4,"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161102656,"gmtCreate":1623908450775,"gmtModify":1634025991853,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"To the MOOn","listText":"To the MOOn","text":"To the MOOn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161102656","repostId":"1191285596","repostType":4,"repost":{"id":"1191285596","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1623908375,"share":"https://www.laohu8.com/m/news/1191285596?lang=&edition=full","pubTime":"2021-06-17 13:39","market":"us","language":"en","title":"As Fed taper inches closer, investors prepare for volatility ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1191285596","media":"Reuters","summary":"NEW YORK, June 17 (Reuters) - As the Federal Reserve takes initial steps toward removing its massive","content":"<p>NEW YORK, June 17 (Reuters) - As the Federal Reserve takes initial steps toward removing its massively accommodative policy, investors are preparing for the main show ahead.</p>\n<p>Fed officials on Wednesday penciled in&nbsp;two potential rate hikes in 2023, sooner than policymakers had previously projected, and Chair Jerome Powell edged closer to unveiling plans to taper the Fed’s $120 billion a month of bond purchases. Powell went so far as to describe the two-day gathering as the “talking-about talking-about meeting,” a glib reference to his protestations earlier this year that he and his colleagues were not even “talking about talking about” tighter policy.</p>\n<p>\"The Fed is making it clear that they will wait and wade through a noisy summer of data to see a trend before they make a decision about liftoff,\" said Jason England, global bonds portfolio manager at Janus Henderson.</p>\n<p>England expects to see greater bond market volatility leading up to the central bankers' confab in Jackson Hole, Wyoming, in late August and remains focused on shorter-duration bonds in anticipation of a sustained economic recovery.</p>\n<p>The question of when exactly the Fed will pull back has hung over financial markets. Stocks&nbsp;edged lower and the dollar spiked&nbsp;on Wednesday while benchmark yields rose.</p>\n<p>\"The logical response to today’s information is that interest rates are going to go higher, and they will probably be going higher faster than people may have thought,\" said Marcus Moore, assistant portfolio manager at Zeo Capital Advisors.</p>\n<p>A more extreme reaction could lay ahead if signs appear of stronger-than-expected inflation and other factors that could push the Fed to taper faster than anticipated, some market participants said. Powell said policymakers are not facing a situation where they are \"behind the curve.\"</p>\n<p>“We have become more defensive because we don’t think the bond market should have so much apathy to inflation,” said Thanos Bardas, co-head of global investment grade and senior portfolio manager at Neuberger Berman.</p>\n<p>Consumer prices jumped 5% in May, the largest annual jump in 13 years, while supply bottlenecks recently pushed lumber prices to all-time highs before tumbling 40% from their records.</p>\n<p>The Fed’s projections show&nbsp;inflation exceeding the Fed’s 2% target&nbsp;by a wide margin of 3.5% this year.</p>\n<p>Todd Thompson, managing director at Reams Asset Management, said wage pressures from a record number of 9.3 million job openings will force the Fed to move more quickly than many in the market anticipate given that real interest rates remain negative.</p>\n<p>\"With the economy running at a galloping pace, negative real interest rates are a disconnect to reality and that has to be reconciled\" through rate hikes, Thompson said.</p>\n<p>Ten-year Treasuries, which reflect gains after inflation, trade at a real rate of negative 0.75%.</p>\n<p>Douglas Duncan, chief economist at Fannie Mae, said he “would have thought there would have been more commentary” on the Fed’s monthly purchases of $40 billion in mortgage-backed-securities. A recent&nbsp;Reuters poll&nbsp;showed economists expect the Fed could taper those purchases faster than its Treasuries purchases given the red-hot housing market.</p>\n<p>Tiffany Wilding, North American economist at PIMCO, said the message from Wednesday's meeting was that the Fed is \"shifting away from managing downside risk to the economy to upside risk to inflation expectations.\"</p>\n<p>\"One thing that came out of this is that maybe their tolerance for above-target inflation is a bit less than we thought,\" Wilding said.</p>\n<p><b>RISKS AS TAPER NEARS</b></p>\n<p>The current climate is stirring recollections of 2013 when investors felt blind-sided when then-Chairman Ben Bernanke, in an announcement, raised the idea of a gradual taper. Bond yields spiraled higher, with benchmark 10-year yields surging from around 2% when Bernanke made the comments on May 23 to 3% in early September.</p>\n<p>Many don't expect another tantrum.</p>\n<p>Rick Rieder, chief investment officer of global fixed income at BlackRock, wrote that he doesn't think tapering will create \"tangible stress to the economy or markets.\" The biggest risk to markets, he said, \"would be an overheating paradigm where it is hard to predict how high input, or wage costs, could get.\"</p>\n<p>While Wilding sees the possibility of \"a tapering type of announcement as early as September,\" she doesn't see a repeat of the 2013 tantrum.</p>\n<p>\"That's not to say that the bond market won't sell off but we are not worried about a violent selloff,\" Wilding said.</p>\n<p>For John Lekas, president of Leader Capital, the worry is that the rebound in the U.S. economy may peter out some time next year.</p>\n<p>At end of the year we might be entering a tougher economy,” he said. “I think their (the Fed’s) wait-and-see approach makes sense.”</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>As Fed taper inches closer, investors prepare for volatility ahead</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\">\nAs Fed taper inches closer, investors prepare for volatility ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-17 13:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 17 (Reuters) - As the Federal Reserve takes initial steps toward removing its massively accommodative policy, investors are preparing for the main show ahead.</p>\n<p>Fed officials on Wednesday penciled in&nbsp;two potential rate hikes in 2023, sooner than policymakers had previously projected, and Chair Jerome Powell edged closer to unveiling plans to taper the Fed’s $120 billion a month of bond purchases. Powell went so far as to describe the two-day gathering as the “talking-about talking-about meeting,” a glib reference to his protestations earlier this year that he and his colleagues were not even “talking about talking about” tighter policy.</p>\n<p>\"The Fed is making it clear that they will wait and wade through a noisy summer of data to see a trend before they make a decision about liftoff,\" said Jason England, global bonds portfolio manager at Janus Henderson.</p>\n<p>England expects to see greater bond market volatility leading up to the central bankers' confab in Jackson Hole, Wyoming, in late August and remains focused on shorter-duration bonds in anticipation of a sustained economic recovery.</p>\n<p>The question of when exactly the Fed will pull back has hung over financial markets. Stocks&nbsp;edged lower and the dollar spiked&nbsp;on Wednesday while benchmark yields rose.</p>\n<p>\"The logical response to today’s information is that interest rates are going to go higher, and they will probably be going higher faster than people may have thought,\" said Marcus Moore, assistant portfolio manager at Zeo Capital Advisors.</p>\n<p>A more extreme reaction could lay ahead if signs appear of stronger-than-expected inflation and other factors that could push the Fed to taper faster than anticipated, some market participants said. Powell said policymakers are not facing a situation where they are \"behind the curve.\"</p>\n<p>“We have become more defensive because we don’t think the bond market should have so much apathy to inflation,” said Thanos Bardas, co-head of global investment grade and senior portfolio manager at Neuberger Berman.</p>\n<p>Consumer prices jumped 5% in May, the largest annual jump in 13 years, while supply bottlenecks recently pushed lumber prices to all-time highs before tumbling 40% from their records.</p>\n<p>The Fed’s projections show&nbsp;inflation exceeding the Fed’s 2% target&nbsp;by a wide margin of 3.5% this year.</p>\n<p>Todd Thompson, managing director at Reams Asset Management, said wage pressures from a record number of 9.3 million job openings will force the Fed to move more quickly than many in the market anticipate given that real interest rates remain negative.</p>\n<p>\"With the economy running at a galloping pace, negative real interest rates are a disconnect to reality and that has to be reconciled\" through rate hikes, Thompson said.</p>\n<p>Ten-year Treasuries, which reflect gains after inflation, trade at a real rate of negative 0.75%.</p>\n<p>Douglas Duncan, chief economist at Fannie Mae, said he “would have thought there would have been more commentary” on the Fed’s monthly purchases of $40 billion in mortgage-backed-securities. A recent&nbsp;Reuters poll&nbsp;showed economists expect the Fed could taper those purchases faster than its Treasuries purchases given the red-hot housing market.</p>\n<p>Tiffany Wilding, North American economist at PIMCO, said the message from Wednesday's meeting was that the Fed is \"shifting away from managing downside risk to the economy to upside risk to inflation expectations.\"</p>\n<p>\"One thing that came out of this is that maybe their tolerance for above-target inflation is a bit less than we thought,\" Wilding said.</p>\n<p><b>RISKS AS TAPER NEARS</b></p>\n<p>The current climate is stirring recollections of 2013 when investors felt blind-sided when then-Chairman Ben Bernanke, in an announcement, raised the idea of a gradual taper. Bond yields spiraled higher, with benchmark 10-year yields surging from around 2% when Bernanke made the comments on May 23 to 3% in early September.</p>\n<p>Many don't expect another tantrum.</p>\n<p>Rick Rieder, chief investment officer of global fixed income at BlackRock, wrote that he doesn't think tapering will create \"tangible stress to the economy or markets.\" The biggest risk to markets, he said, \"would be an overheating paradigm where it is hard to predict how high input, or wage costs, could get.\"</p>\n<p>While Wilding sees the possibility of \"a tapering type of announcement as early as September,\" she doesn't see a repeat of the 2013 tantrum.</p>\n<p>\"That's not to say that the bond market won't sell off but we are not worried about a violent selloff,\" Wilding said.</p>\n<p>For John Lekas, president of Leader Capital, the worry is that the rebound in the U.S. economy may peter out some time next year.</p>\n<p>At end of the year we might be entering a tougher economy,” he said. “I think their (the Fed’s) wait-and-see approach makes sense.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191285596","content_text":"NEW YORK, June 17 (Reuters) - As the Federal Reserve takes initial steps toward removing its massively accommodative policy, investors are preparing for the main show ahead.\nFed officials on Wednesday penciled in two potential rate hikes in 2023, sooner than policymakers had previously projected, and Chair Jerome Powell edged closer to unveiling plans to taper the Fed’s $120 billion a month of bond purchases. Powell went so far as to describe the two-day gathering as the “talking-about talking-about meeting,” a glib reference to his protestations earlier this year that he and his colleagues were not even “talking about talking about” tighter policy.\n\"The Fed is making it clear that they will wait and wade through a noisy summer of data to see a trend before they make a decision about liftoff,\" said Jason England, global bonds portfolio manager at Janus Henderson.\nEngland expects to see greater bond market volatility leading up to the central bankers' confab in Jackson Hole, Wyoming, in late August and remains focused on shorter-duration bonds in anticipation of a sustained economic recovery.\nThe question of when exactly the Fed will pull back has hung over financial markets. Stocks edged lower and the dollar spiked on Wednesday while benchmark yields rose.\n\"The logical response to today’s information is that interest rates are going to go higher, and they will probably be going higher faster than people may have thought,\" said Marcus Moore, assistant portfolio manager at Zeo Capital Advisors.\nA more extreme reaction could lay ahead if signs appear of stronger-than-expected inflation and other factors that could push the Fed to taper faster than anticipated, some market participants said. Powell said policymakers are not facing a situation where they are \"behind the curve.\"\n“We have become more defensive because we don’t think the bond market should have so much apathy to inflation,” said Thanos Bardas, co-head of global investment grade and senior portfolio manager at Neuberger Berman.\nConsumer prices jumped 5% in May, the largest annual jump in 13 years, while supply bottlenecks recently pushed lumber prices to all-time highs before tumbling 40% from their records.\nThe Fed’s projections show inflation exceeding the Fed’s 2% target by a wide margin of 3.5% this year.\nTodd Thompson, managing director at Reams Asset Management, said wage pressures from a record number of 9.3 million job openings will force the Fed to move more quickly than many in the market anticipate given that real interest rates remain negative.\n\"With the economy running at a galloping pace, negative real interest rates are a disconnect to reality and that has to be reconciled\" through rate hikes, Thompson said.\nTen-year Treasuries, which reflect gains after inflation, trade at a real rate of negative 0.75%.\nDouglas Duncan, chief economist at Fannie Mae, said he “would have thought there would have been more commentary” on the Fed’s monthly purchases of $40 billion in mortgage-backed-securities. A recent Reuters poll showed economists expect the Fed could taper those purchases faster than its Treasuries purchases given the red-hot housing market.\nTiffany Wilding, North American economist at PIMCO, said the message from Wednesday's meeting was that the Fed is \"shifting away from managing downside risk to the economy to upside risk to inflation expectations.\"\n\"One thing that came out of this is that maybe their tolerance for above-target inflation is a bit less than we thought,\" Wilding said.\nRISKS AS TAPER NEARS\nThe current climate is stirring recollections of 2013 when investors felt blind-sided when then-Chairman Ben Bernanke, in an announcement, raised the idea of a gradual taper. Bond yields spiraled higher, with benchmark 10-year yields surging from around 2% when Bernanke made the comments on May 23 to 3% in early September.\nMany don't expect another tantrum.\nRick Rieder, chief investment officer of global fixed income at BlackRock, wrote that he doesn't think tapering will create \"tangible stress to the economy or markets.\" The biggest risk to markets, he said, \"would be an overheating paradigm where it is hard to predict how high input, or wage costs, could get.\"\nWhile Wilding sees the possibility of \"a tapering type of announcement as early as September,\" she doesn't see a repeat of the 2013 tantrum.\n\"That's not to say that the bond market won't sell off but we are not worried about a violent selloff,\" Wilding said.\nFor John Lekas, president of Leader Capital, the worry is that the rebound in the U.S. economy may peter out some time next year.\nAt end of the year we might be entering a tougher economy,” he said. “I think their (the Fed’s) wait-and-see approach makes sense.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187287872,"gmtCreate":1623755542296,"gmtModify":1634028957365,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187287872","repostId":"2143735244","repostType":4,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187285737,"gmtCreate":1623755514829,"gmtModify":1634028958631,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187285737","repostId":"1135158450","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184042785,"gmtCreate":1623679216547,"gmtModify":1634030195861,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184042785","repostId":"1126364171","repostType":4,"repost":{"id":"1126364171","kind":"news","pubTimestamp":1623672603,"share":"https://www.laohu8.com/m/news/1126364171?lang=&edition=full","pubTime":"2021-06-14 20:10","market":"us","language":"en","title":"Traders give three ways to play rising inflation ahead of Fed meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=1126364171","media":"cnbc","summary":"Inflation is the talk of Wall Street after last week’s red-hot consumer prices report and ahead of t","content":"<div>\n<p>Inflation is the talk of Wall Street after last week’s red-hot consumer prices report and ahead of theFederal Reserve’s June meeting on Tuesday and Wednesday.\nNo change to rates is expectedfrom the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/rising-inflation-ahead-of-fed-rates-meeting-how-to-play-it.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Traders give three ways to play rising inflation ahead of Fed meeting</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\">\nTraders give three ways to play rising inflation ahead of Fed meeting\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 20:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/14/rising-inflation-ahead-of-fed-rates-meeting-how-to-play-it.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Inflation is the talk of Wall Street after last week’s red-hot consumer prices report and ahead of theFederal Reserve’s June meeting on Tuesday and Wednesday.\nNo change to rates is expectedfrom the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/14/rising-inflation-ahead-of-fed-rates-meeting-how-to-play-it.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","FCX":"麦克莫兰铜金","XOM":"埃克森美孚"},"source_url":"https://www.cnbc.com/2021/06/14/rising-inflation-ahead-of-fed-rates-meeting-how-to-play-it.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1126364171","content_text":"Inflation is the talk of Wall Street after last week’s red-hot consumer prices report and ahead of theFederal Reserve’s June meeting on Tuesday and Wednesday.\nNo change to rates is expectedfrom the Federal Open Market Committee, though investors will be on the lookout for any commentary as to future action.\nAhead of the meeting, CNBC’s “Trading Nation” asked its traders for their best ways to hedge the rise in inflation.\n“Gold is anatural tradebecause negative [real] interest rates obviously really help it, but I think silver is a much better bet,” said Boris Schlossberg, managing director of FX strategy at BK Asset Management. “There’s a lot of industrial demand, especially in the new technologies of solar and 5G.”\nSchlossberg said silver’s lower cost relative to gold could make it an attractive investment in the retail space, too.\n“If inflation becomes a serious story, silver has a much lower cost basis, has a much higher chance to go [higher on a] percentage basis than gold does. It really has a chance to become a meme story if everybody begins to kind of pivot towards the inflation idea,” said Schlossberg.\nCraig Johnson, chief market technician at Piper Sandler, is looking to a surge in oil prices and the knock-on effect in the energy space. He sees upside to $63 for theXLE energy ETF, which holds major oil stocks such as Chevron and Exxon. That ETF close below $56 on Friday.\n\n“The second way is I’d play it through copper, and one of the best ways to play that is throughFreeport-McMoRan. Very high correlation … to the 10-year break-even rates,” he said. “It’s in a very nice uptrend. We’d be buying this pullback in here, and we see upside back to the 2008 and 2011 highs which would still give you 50% upside from current levels.”\n\nFreeport-McMoRan has already rallied 57% this year.Copperprices have surged almost 30%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182636777,"gmtCreate":1623567452699,"gmtModify":1634031564564,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182636777","repostId":"2142788457","repostType":4,"repost":{"id":"2142788457","kind":"highlight","pubTimestamp":1623506400,"share":"https://www.laohu8.com/m/news/2142788457?lang=&edition=full","pubTime":"2021-06-12 22:00","market":"us","language":"en","title":"The Summer Movie Season Is Underway: Why That's Good News for AMC Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2142788457","media":"Motley Fool","summary":"AMC is best known for its part in the meme stock-trading frenzy, but its business is slowly recovering.","content":"<p><b>AMC</b> <b>Entertainment</b> (NYSE:AMC) stock has experienced some violent price movements in the last several months -- its price recently came close to doubling in a single day. The stock has been the subject of a virtual tug of war between retail traders and Wall Street, with each side betting on an opposite outcome in AMC's stock price. So far, the retail traders are crushing Wall Street: AMC stock is up 2,230% year to date as of Friday's close. To add fuel to that fire, the summer movie season is under way, and with coronavirus trends all moving in a positive direction in the U.S., AMC could experience a surge in viewers.</p>\n<p><img src=\"https://static.tigerbbs.com/4bb531efbf81e26901c99419e60ac186\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>AMC stock is up nearly 2,500% in 2021. Image source: Getty Images.</p>\n<h3>Seats are filling up in AMC theaters again</h3>\n<p>The summer movie season is off to a great start with the release of two new films: <i>A Quite Place 2 </i>and<i> Cruella. </i>That's just about as good as it can get considering the circumstances. Although nearly all of AMC's theaters have reopened in the U.S, significant capacity restrictions remain.</p>\n<p>In roughly two weeks since its release, <b>Walt Disney</b>'s&nbsp;<i>Cruella</i> has grossed $86.8 million at the box office worldwide despite being also available on Disney+ (for an additional fee of $29.99 to subscribers). Thus far, the reasonably robust box office total, under restricted seating capacity and a simultaneous release on a streaming service, is good news for AMC.</p>\n<p>In contrast, <i>A Quiet Place 2</i> is opening under a 45-day exclusive theatrical window. Box office totals for the film, released on the same weekend as <i>Cruella,</i> come to $138 million worldwide.</p>\n<p>The outperformance of <i>A Quiet Place 2</i> could be due to the film's exclusive availability at theaters. However, it would be reasonable to expect some folks deciding to watch <i>Cruella</i> on Disney+. Still, getting visitors back inside movie theaters is a win for AMC.</p>\n<p>Moreover, <i>F9: The Fast Saga</i>, another part of the successful <i>Fast and Furious</i> film franchise, is set to be released in U.S. theaters on June 25. The ninth installment has already been successful elsewhere in the world, grossing over $250 million at the international box office.</p>\n<p>With a few more blockbusters coming into theaters soon, this could be a summer of recovery for AMC.</p>\n<h3>What this could mean for investors</h3>\n<p>That could be a huge gain for the company's efforts in removing cash flow problems. AMC burned through $312.9 million in cash in the most recent quarter. That's a rate of about $104 million per month. AMC has to pay rent on its movie theaters whether it has people in the seats or not. Since most of its costs are fixed, getting viewers in attendance generates positive cash flow for AMC even if it remains in negative net-income territory.</p>\n<p>On average, an AMC moviegoer spends 72% of the price of a ticket on food and beverage. Add in the fact that AMC makes more in operating profit from viewers buying food and beverage than it does from ticket sales, and AMC could be generating positive cash flow from operations by the end of the second quarter. That is, of course, if there are no further disruptions from a resurgence of coronavirus cases.</p>\n<p>The increase in cash flow, combined with the $1.246 billion in equity capital it has raised in recent months, should go a long way toward shoring up AMC's balance sheet and giving the battered movie theater chain more time to recover from the devastations of the coronavirus pandemic. And that should give the millions of retail investors rooting for the success of AMC stock something to cheer about.</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>The Summer Movie Season Is Underway: Why That's Good News for AMC Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Summer Movie Season Is Underway: Why That's Good News for AMC Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/12/the-summer-movie-season-is-underway-why-thats-good/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment (NYSE:AMC) stock has experienced some violent price movements in the last several months -- its price recently came close to doubling in a single day. The stock has been the subject ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/12/the-summer-movie-season-is-underway-why-thats-good/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NWS":"新闻集团","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/06/12/the-summer-movie-season-is-underway-why-thats-good/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142788457","content_text":"AMC Entertainment (NYSE:AMC) stock has experienced some violent price movements in the last several months -- its price recently came close to doubling in a single day. The stock has been the subject of a virtual tug of war between retail traders and Wall Street, with each side betting on an opposite outcome in AMC's stock price. So far, the retail traders are crushing Wall Street: AMC stock is up 2,230% year to date as of Friday's close. To add fuel to that fire, the summer movie season is under way, and with coronavirus trends all moving in a positive direction in the U.S., AMC could experience a surge in viewers.\n\nAMC stock is up nearly 2,500% in 2021. Image source: Getty Images.\nSeats are filling up in AMC theaters again\nThe summer movie season is off to a great start with the release of two new films: A Quite Place 2 and Cruella. That's just about as good as it can get considering the circumstances. Although nearly all of AMC's theaters have reopened in the U.S, significant capacity restrictions remain.\nIn roughly two weeks since its release, Walt Disney's Cruella has grossed $86.8 million at the box office worldwide despite being also available on Disney+ (for an additional fee of $29.99 to subscribers). Thus far, the reasonably robust box office total, under restricted seating capacity and a simultaneous release on a streaming service, is good news for AMC.\nIn contrast, A Quiet Place 2 is opening under a 45-day exclusive theatrical window. Box office totals for the film, released on the same weekend as Cruella, come to $138 million worldwide.\nThe outperformance of A Quiet Place 2 could be due to the film's exclusive availability at theaters. However, it would be reasonable to expect some folks deciding to watch Cruella on Disney+. Still, getting visitors back inside movie theaters is a win for AMC.\nMoreover, F9: The Fast Saga, another part of the successful Fast and Furious film franchise, is set to be released in U.S. theaters on June 25. The ninth installment has already been successful elsewhere in the world, grossing over $250 million at the international box office.\nWith a few more blockbusters coming into theaters soon, this could be a summer of recovery for AMC.\nWhat this could mean for investors\nThat could be a huge gain for the company's efforts in removing cash flow problems. AMC burned through $312.9 million in cash in the most recent quarter. That's a rate of about $104 million per month. AMC has to pay rent on its movie theaters whether it has people in the seats or not. Since most of its costs are fixed, getting viewers in attendance generates positive cash flow for AMC even if it remains in negative net-income territory.\nOn average, an AMC moviegoer spends 72% of the price of a ticket on food and beverage. Add in the fact that AMC makes more in operating profit from viewers buying food and beverage than it does from ticket sales, and AMC could be generating positive cash flow from operations by the end of the second quarter. That is, of course, if there are no further disruptions from a resurgence of coronavirus cases.\nThe increase in cash flow, combined with the $1.246 billion in equity capital it has raised in recent months, should go a long way toward shoring up AMC's balance sheet and giving the battered movie theater chain more time to recover from the devastations of the coronavirus pandemic. And that should give the millions of retail investors rooting for the success of AMC stock something to cheer about.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186813737,"gmtCreate":1623483896629,"gmtModify":1634032488846,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Comment and like thx","listText":"Comment and like thx","text":"Comment and like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186813737","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","kind":"news","pubTimestamp":1623469189,"share":"https://www.laohu8.com/m/news/1118102755?lang=&edition=full","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<blockquote>\n <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>\n</blockquote>\n<p>Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p>\n<p>The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p>\n<p>The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p>\n<p>What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p>\n<p><b>Rising yields</b></p>\n<p>Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p>\n<p>“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p>\n<p>That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p>\n<p><b>Fed tapering</b></p>\n<p>Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p>\n<p>“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p>\n<p>“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p>\n<p>He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p>\n<p>As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p>\n<p><b>How to prepare</b></p>\n<p>When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p>\n<p>The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p>\n<p>Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p>\n<p>“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p>\n<p>Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p>\n<p><b>Your five-point game plan</b></p>\n<p><b>1. Do not go to “defensives”</b></p>\n<p>When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p>\n<p>“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p>\n<p><b>2. Go with companies that benefit from growth</b></p>\n<p>Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p>\n<p>I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p>\n<p><b>3. Do not get out of stocks</b></p>\n<p>If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p>\n<p>“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p>\n<p>Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p>\n<p><b>4. Do not own bonds</b></p>\n<p>Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p>\n<p><b>5. Go with financials</b></p>\n<p>Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p>\n<p>The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare </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\">\nDon’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\n“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThat’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\n“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.\n“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.\nYes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.\n“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.\nYour five-point game plan\n1. Do not go to “defensives”\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.\n“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\n“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”\nMarket timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186813980,"gmtCreate":1623483865940,"gmtModify":1634032489807,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186813980","repostId":"1102961449","repostType":4,"repost":{"id":"1102961449","kind":"news","pubTimestamp":1623469034,"share":"https://www.laohu8.com/m/news/1102961449?lang=&edition=full","pubTime":"2021-06-12 11:37","market":"us","language":"en","title":"Jim Cramer: Be patient with bitcoin, approach the S&P with caution","url":"https://stock-news.laohu8.com/highlight/detail?id=1102961449","media":"cnbc","summary":"KEY POINTS\n\nCNBC’s Jim Cramer reviewed chart analysis to gauge a bottom in bitcoin and peak in the S","content":"<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer reviewed chart analysis to gauge a bottom in bitcoin and peak in the S&P 500.\n“The charts, as interpreted by Tom DeMark, suggest that Bitcoin might take another month to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/jim-cramer-be-patient-with-bitcoin-approach-the-sp-with-caution.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer: Be patient with bitcoin, approach the S&P with caution</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\">\nJim Cramer: Be patient with bitcoin, approach the S&P with caution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/11/jim-cramer-be-patient-with-bitcoin-approach-the-sp-with-caution.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nCNBC’s Jim Cramer reviewed chart analysis to gauge a bottom in bitcoin and peak in the S&P 500.\n“The charts, as interpreted by Tom DeMark, suggest that Bitcoin might take another month to ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/11/jim-cramer-be-patient-with-bitcoin-approach-the-sp-with-caution.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.cnbc.com/2021/06/11/jim-cramer-be-patient-with-bitcoin-approach-the-sp-with-caution.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1102961449","content_text":"KEY POINTS\n\nCNBC’s Jim Cramer reviewed chart analysis to gauge a bottom in bitcoin and peak in the S&P 500.\n“The charts, as interpreted by Tom DeMark, suggest that Bitcoin might take another month to bottom, while the S&P 500 could peak as soon as next week,” he said on “Mad Money.′\n“Considering Tom’s track record, that’s a good reason to be patient with bitcoin and approach the S&P with some caution,” he said.\n\nCNBC’s Jim Cramer is advising that investors who are searching for entry and exit points keep a close eye on both stock and cryptocurrency trades in the coming weeks.\nThe “Mad Money” host on Friday reviewed chart analysis from Tom DeMark, the founder and head of DeMark Analytics.\n“The charts, as interpreted by Tom DeMark, suggest thatbitcoinmight take another month to bottom, while the S&P 500 could peak as soon as next week,” he said. “Considering Tom’s track record, that’s a good reason to be patient with bitcoin and approach the S&P with some caution.”\nDeMark invented the DeMark Indicator, which some traders use to time the market. The methodology, which follows patterns to project when a trend could change course, is popular among crypto traders to spot highs and lows, Cramer said.\nCramer reviewed the daily chart action for bitcoin, which peaked at around $65,000 in mid-April. The digital coin is now trading above $37,300 as of Friday after falling to $30,000 in mid-May.\nDeMark, who said the drop in bitcoin resembles the crash of 1987, projected that the decline could bring the token’s value to a floor of $32,000 — or $24,000 in the worst case. He now thinks that bitcoin will generally hold above the May 19th low, Cramer said.\nIn what’s known as “Black Monday,” the Dow Jones Industrial Average plummeted more than 20% on Oct. 19, 1987. It was the bookend of a 36% decline in the blue-chip index from August that year.\n“If DeMark’s right, you could get a chance to buy bitcoin in the not-too-distant future, and I might take it,” Cramer said. “I think this ’87 analogy is good news. After the crash of ’87, the stock market bounced back fast.”\nAs for the S&P 500, which closed at a record for the second-straight day, DeMark’s indicator suggests the index could be close to a top, Cramer said. DeMark has price targets of $4,335 and $4,344, about 2% higher than Friday’s finish.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188891569,"gmtCreate":1623426922251,"gmtModify":1634033293911,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188891569","repostId":"2142920910","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189514841,"gmtCreate":1623281716383,"gmtModify":1634035099698,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189514841","repostId":"1154764167","repostType":4,"repost":{"id":"1154764167","kind":"news","pubTimestamp":1623253346,"share":"https://www.laohu8.com/m/news/1154764167?lang=&edition=full","pubTime":"2021-06-09 23:42","market":"us","language":"en","title":"Palantir Puzzle Pieces: SPACs, IBM And Healthcare","url":"https://stock-news.laohu8.com/highlight/detail?id=1154764167","media":"seekingalpha","summary":"Summary\n\nI discuss Palantir's (PLTR) history of acquisitions from 2013 to 2016.\nThen I explain PLTR'","content":"<p><b>Summary</b></p>\n<ul>\n <li>I discuss Palantir's (PLTR) history of acquisitions from 2013 to 2016.</li>\n <li>Then I explain PLTR's six recent SPAC investments; insights provided.</li>\n <li>Lastly, I reveal ideas related to IBM but also healthcare opportunities.</li>\n</ul>\n<p><b>Quick Agenda</b></p>\n<p>First, I discuss Palantir's (PLTR) history of acquisitions from 2013 to 2016. It's about talent and brainpower. Second, I explain PLTR's six recent SPAC investments. I show that there's a shift in strategy and purpose. Third, I reveal ideas related to IBM (IBM) but also healthcare, which is rather exciting. I'm especially thrilled that all of these things relate to each other. It's like pieces of a puzzle are really starting to click into place; very satisfying.</p>\n<p><b>History</b></p>\n<p>It might surprise you to learn that PLTR has been actively buying companies for many years. Here's a quick look:</p>\n<ul>\n <li>Voicegem(Acquired: Feb 16, 2013) is a web and iOS based voice messaging platform.</li>\n <li>Poptip(Acquired: Jul 29, 2014) analyzes and synthesizes social conversations in real-time to enable brands to understand people's opinions.</li>\n <li>Propeller(Acquired: Jul 31, 2014) is a web platform for creating and updating applications using a drag-and-drop interface.</li>\n <li>FT Tech(Acquired: Feb 6th, 2015) provides retailers the ability to compete in today’s omnichannel world and make their brick-and-mortar operations more efficient.</li>\n <li>Kimono Labs(Acquired: Feb 15, 2016) is an online platform that allows its users to convert their websites into APIs.</li>\n <li>Silk(Acquired: Aug 10, 2016) is a cloud-based application that enables users to visualize their data online by the way of interactive web pages.</li>\n</ul>\n<p>What I find surprising is that there isn't really a single area of focus. This buying activity isn't all connected to data visualization, security, or some set of specific tools and technology. It feels all over the place. However, I did findthese clues:</p>\n<blockquote>\n Last year, Propeller raised $1.25 million in funding from Andreessen Horowitz, ffAngel, and, in the words of my boss Alexia Tsotsis, “everyone good basically.” One big connection with Palantir:Peter Thielis both a co-founder at Palantir and a partner at Founders Fund (ffAngel is the firm’s seed investment arm).\n</blockquote>\n<p>And then this from the same source:</p>\n<blockquote>\n We have great respect for the people and the work accomplished at Palantir, and getting to know them over the past few months made it clear just how well our teams are aligned. Having tackled many technical challenges facing mobile app creation, we’re eager to solve important problems at Palantir on a global scale.\n</blockquote>\n<p>So, at least for Propeller, the central idea was very much about people, both in terms of their social networks vis-à-vis Peter Thiel but also the brainpower.</p>\n<p>TheVoicegem acquisitionalso tells a similar story of grabbing talent:</p>\n<blockquote>\n The acqhire [sic] is another example of how top-tier accelerators are becoming talent feeders for big tech companies. The exhaustive process of building a startup gives young entrepreneurs valuable skills that are attractive even if their first companies don’t pan out. Eventually, you have to decide if you want to ride out your own focused business idea, or play a small part in something bigger. It seems Voicegem chose impact over control.\n</blockquote>\n<p>For even more clarity, when PLTR bought Voicegem they didn't keep the product, or even the data. It also stopped accepting new users and they shut down the service entirely.</p>\n<p>And, finally, because I want to beat a dead horse,it was the same for Silk.</p>\n<blockquote>\n The transaction appears to be an acqui-hire, with members of the Silk team directly joining Palantir in new roles.\n</blockquote>\n<p>Plus...</p>\n<blockquote>\n The Silk team noted that it was willing to transition to work on “even bigger and more important data problems,” signaling that the deal is likely not indicative of any new consumer pivot for Palantir.\n</blockquote>\n<p>Taking this all together, from 2013 to 2016, PLTR was hunting for talent. They were on the prowl for engineers, designers, developers and much more. It appears they found some of that talent inside small start-up companies, often with strong connections in the VC community and of course via Peter Thiel.</p>\n<p>I want to be very clear here before moving on. This is not a set of desperate actions. I feel that this acquisition activity was good because not only did PLTR get strong talent, but they also tapped into people with good energy and knowledge. I'm specifically talking about the experience that comes from being inside of a start-up company. That's the kind of entrepreneurial spirit that can drive and sustain culture.</p>\n<p><b>Pivot To SPACs</b></p>\n<p>It's likely that you're familiar with SPACS but if not here's aquick overview:</p>\n<blockquote>\n Otherwise known as a special purpose acquisition company or a blank check company, a SPAC is a publicly traded entity that exists solely to raise money and acquire an existing private company.\n</blockquote>\n<p>And, why does this matter?</p>\n<blockquote>\n A company might choose to go public through a SPAC versus an IPO because the process can be accomplished more quickly, with fewer associated costs and extensive financial disclosure requirements than an outright IPO.\n</blockquote>\n<p>In my opinion, these \"blank check\" companies give investors a fast and easy way to channel money into opportunities. With so much easy money sloshing around, it's pretty easy to see why SPACs have become so popular.</p>\n<p>In any event, PLTR has aggressively entered the space. They've now agreed to no less thansix SPAC deals in less than three months. Here's a usefuloverviewif you really want to dig deep. And, for faster reference:</p>\n<ul>\n <li>Sarcos (market: robotics)</li>\n <li>Lilium (market: high speed air transportation)</li>\n <li>Wejo (market: automotive sensors and data)</li>\n <li>Celularity (market: biotechnology)</li>\n <li>Roivant (market: healthcare and drug development)</li>\n <li>Babylon (market: healthcare)</li>\n</ul>\n<p>First, I have to admit that on the surface, I think this activity is weird. That's because PLTR just recently went public via a \"DPO\" (Direct Public Offering) afterwaiting about 17 years. Furthermore, they are ingrowth modeso it's strange they would be looking to invest into other companies at this point.</p>\n<p>That being said, there is definitely afinancial incentive here:</p>\n<blockquote>\n By participating in the PIPE, or private investment in public equity, Palantir is guaranteed ownership of a certain amount of stock once the transaction closes and the shares in the operating company start trading.\n</blockquote>\n<p>PIPEis simply an acronym. It means you've got private investment in public equity and the purpose is to allow the issuer of the stock to raise capital for the public company. The main point is that PLTR is getting real skin in the game and can be rewarded if the SPAC works out. In other words, there is an opportunity to place a bet and possibly win big. Not a bad thing, of course, but you have to admit it's odd given PTLR's situation.</p>\n<p>Then again, maybe this is a brilliant maneuver. Unlike its early acquisitions, via SPACs, PLTR is able totap into many large companies with great speed.</p>\n<blockquote>\n While many tech companies like Google, Salesforce and Intel have large venture groups that back start-ups at various stages, Palantir’s focus on SPACs is unique among strategic investors. It means Palantir is betting on more mature companies that are often already valued in the billions of dollars.\n</blockquote>\n<p>Big companies can use SPACs to tap into smaller companies. However, while PLTR is \"big\" it's certainly no Google (GOOG)(GOOGL), for example. Therefore, this is an opportunity to tap into bigger fish. Yet, that still doesn't fully explain what they are doing.</p>\n<p>I think what's happening is relatively simple. In effect, PLTR is strategically buying its way into large organizations. Similarly, they are getting cozy with these companies, their leadership and their customers. It's a classic \"foot in the door\" marketing technique, with the unique twist of a financial kicker. That is, if the SPAC is homerun, they also get that leverage.</p>\n<p>What's wonderful is that this isn't some theory that I concocted. We merely have tolisten to PLTRto hear the truth:</p>\n<blockquote>\n “We’re seeing an opportunity to back really good management teams with big visions,” said Kevin Kawasaki, Palantir’s head of business development. The company can partner and “allow them to have our data operating systems platform that we’ve put 15 years and billions of R&amp;D dollars into,” he said.\n</blockquote>\n<p><b>The \"IBM Echo\"</b></p>\n<p>This reminds me of what IBM did years ago with the Weather Channel. Sure, weather affects nearly everyone and everything,but consider this:</p>\n<blockquote>\n Now instead of having to lease the Weather Company’s data and related data sifting technology, IBM can simply own it and do what it wants. Presumably, that means IBM will sell companies access to the information as well as related weather forecasting services.\n</blockquote>\n<p>IBM wanted unlimited access to the data so they just bought what they needed. Imagine how they are able to feed their artificial intelligence systems, and what that means for real-world, real-time training.</p>\n<p>I'm confident PLTR is looking to gain similar access to data. Three SPACs are involved in healthcare and two SPACs are in automotive, so there's also a more narrow focus than their early days where they focused on engineering talent, and related brainpower. Now they're turning to systems integration, market intelligence (i.e., large, real-time data pools) and strategic marketing.</p>\n<p><b>Healthcare, Oh My!</b></p>\n<p>It's becoming clear to me that PLTR is landing troops on the healthcare beach for a full assault. In addition to Celularity, Roivant and Babylon SPACS, go ahead andfeast your eyes on this:</p>\n<blockquote>\n Palantir Technologies (NYSE:PLTR) announces hiring Dr William J. Kassler, MD, MPH, as the company's first U.S. Government Chief Medical Officer. Dr. Kassler, who joins Palantir from IBM Watson Health, will lead the Public Health and Life Sciences teams across the USG and international business.\n</blockquote>\n<p>I also want to reinforceyet another concept here. Weaving this all together is extremely important to understand the long-term PLTR bullish thesis:</p>\n<blockquote>\n IBM and Palantir Technologies today announced a new partnership consisting of IBM's hybrid cloud data platform designed to deliver AI for business, with Palantir's next generation operations platform for building applications. The product is expected to simplify how businesses build and deploy AI-infused applications with IBM Watson and help users access, analyze, and take action on the vast amounts of data that is scattered across hybrid cloud environments – without the need for deep technical skills. The new product, Palantir for IBM Cloud Pak for Data, is planned for general availability in March of 2021.\n</blockquote>\n<p>I didn't mention IBM and the Weather Channel earlier by accident. While I initially thought that PLTR was getting close to IBM for the sake of IBM's sales team, I've shifted my view. I'll come back to that in a moment, first justconsider the value to PLTR:</p>\n<blockquote>\n Reselling Palantir’s software to augment the data and AI tools that IBM already offers and make them easier for more people to use was “a natural” fit, said Rob Thomas, IBM’s senior vice president of software, cloud and data. “We’re going to sell it to 180 countries and thousands of customers.”\n</blockquote>\n<p>But, as I pointed out, I think this is merely one small part of the bigger picture. PLTR and IBM are far more than simple business partners, whereby PLTR gets greater reach. Strategically, PLTR is getting deep exposure to healthcare opportunities via relationships, sales teams, technical integration, data sets, and far more.</p>\n<p>In fact, I think the IBM partnership and the three healthcare SPACs all point to an incredible long-term opportunity in that market. Sure, Dr. Kassler is tied to government healthcare, and yes, PLTR is known more for government work. However, it's not the military or defense. Furthermore,this news just broke:</p>\n<blockquote>\n Palantir Technologies wasawardeda $7.4M one-year contract renewal with the U.S. Centers for Disease Control and Prevention(NASDAQ:CDC)to continue to provide an outbreak response and disease surveillance solution for the Data Collation and Integration for Public Health Event Response, or DCIPHER, Program.\n</blockquote>\n<p>PLTR is far deeper into healthcare than most investors realize and obviously the TAM (total addressable market) is absolutely monstrous. We have the IBM connection combined with Dr. Kessler. Now, we have the SPAC activity, plus the news about the new CDC contract. In other words, PLTR might become a true powerhouse in healthcare in the coming years. The opportunities are legion and it makes my head spin.</p>\n<p><b>Wrap Up and Insights</b></p>\n<p>PLTR's early acquisitions were all about talent and brainpower. Nothing mysterious or deep. That is, the products didn't matter, the markets didn't matter and the technology didn't even matter much at all.</p>\n<p>Then, nothing much happened between 2017 and 2020. I suspect that PLTR was setting up for their public launch. Instead of bringing on more talent, they probably decided to buckle down and get all their systems tidied up, fully integrated, and more. Their house was messy and they cleaned up.</p>\n<p>Recently, they've gone a bit crazy buying into SPACs. As I've outlined, this activity is really about buying into leadership, new customers, and new data. These SPACs could certainly provide financial rewards in the short term, but I think strategically PLTR is getting set up for long-term benefits, even customers that can feed them money, opportunities and even more data. Tactically, I applaud this seemingly odd activity and strategically I'm willing to give PLTR the benefit of the doubt. It's not random in my view.</p>\n<p>And lastly, my eyes have been more widely opened up to PLTR's deep and nuanced connections with IBM. More importantly, I'm now seeing much larger opportunities for PLTR in healthcare based on their SPAC activity, IBM connections and of course the recent contract news regarding the CDC. Of course, it probably goes without saying that I remain bullish on PLTR.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Puzzle Pieces: SPACs, IBM And Healthcare</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\">\nPalantir Puzzle Pieces: SPACs, IBM And Healthcare\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 23:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433828-palantir-puzzle-pieces-spacs-ibm-and-healthcare><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nI discuss Palantir's (PLTR) history of acquisitions from 2013 to 2016.\nThen I explain PLTR's six recent SPAC investments; insights provided.\nLastly, I reveal ideas related to IBM but also ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433828-palantir-puzzle-pieces-spacs-ibm-and-healthcare\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433828-palantir-puzzle-pieces-spacs-ibm-and-healthcare","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154764167","content_text":"Summary\n\nI discuss Palantir's (PLTR) history of acquisitions from 2013 to 2016.\nThen I explain PLTR's six recent SPAC investments; insights provided.\nLastly, I reveal ideas related to IBM but also healthcare opportunities.\n\nQuick Agenda\nFirst, I discuss Palantir's (PLTR) history of acquisitions from 2013 to 2016. It's about talent and brainpower. Second, I explain PLTR's six recent SPAC investments. I show that there's a shift in strategy and purpose. Third, I reveal ideas related to IBM (IBM) but also healthcare, which is rather exciting. I'm especially thrilled that all of these things relate to each other. It's like pieces of a puzzle are really starting to click into place; very satisfying.\nHistory\nIt might surprise you to learn that PLTR has been actively buying companies for many years. Here's a quick look:\n\nVoicegem(Acquired: Feb 16, 2013) is a web and iOS based voice messaging platform.\nPoptip(Acquired: Jul 29, 2014) analyzes and synthesizes social conversations in real-time to enable brands to understand people's opinions.\nPropeller(Acquired: Jul 31, 2014) is a web platform for creating and updating applications using a drag-and-drop interface.\nFT Tech(Acquired: Feb 6th, 2015) provides retailers the ability to compete in today’s omnichannel world and make their brick-and-mortar operations more efficient.\nKimono Labs(Acquired: Feb 15, 2016) is an online platform that allows its users to convert their websites into APIs.\nSilk(Acquired: Aug 10, 2016) is a cloud-based application that enables users to visualize their data online by the way of interactive web pages.\n\nWhat I find surprising is that there isn't really a single area of focus. This buying activity isn't all connected to data visualization, security, or some set of specific tools and technology. It feels all over the place. However, I did findthese clues:\n\n Last year, Propeller raised $1.25 million in funding from Andreessen Horowitz, ffAngel, and, in the words of my boss Alexia Tsotsis, “everyone good basically.” One big connection with Palantir:Peter Thielis both a co-founder at Palantir and a partner at Founders Fund (ffAngel is the firm’s seed investment arm).\n\nAnd then this from the same source:\n\n We have great respect for the people and the work accomplished at Palantir, and getting to know them over the past few months made it clear just how well our teams are aligned. Having tackled many technical challenges facing mobile app creation, we’re eager to solve important problems at Palantir on a global scale.\n\nSo, at least for Propeller, the central idea was very much about people, both in terms of their social networks vis-à-vis Peter Thiel but also the brainpower.\nTheVoicegem acquisitionalso tells a similar story of grabbing talent:\n\n The acqhire [sic] is another example of how top-tier accelerators are becoming talent feeders for big tech companies. The exhaustive process of building a startup gives young entrepreneurs valuable skills that are attractive even if their first companies don’t pan out. Eventually, you have to decide if you want to ride out your own focused business idea, or play a small part in something bigger. It seems Voicegem chose impact over control.\n\nFor even more clarity, when PLTR bought Voicegem they didn't keep the product, or even the data. It also stopped accepting new users and they shut down the service entirely.\nAnd, finally, because I want to beat a dead horse,it was the same for Silk.\n\n The transaction appears to be an acqui-hire, with members of the Silk team directly joining Palantir in new roles.\n\nPlus...\n\n The Silk team noted that it was willing to transition to work on “even bigger and more important data problems,” signaling that the deal is likely not indicative of any new consumer pivot for Palantir.\n\nTaking this all together, from 2013 to 2016, PLTR was hunting for talent. They were on the prowl for engineers, designers, developers and much more. It appears they found some of that talent inside small start-up companies, often with strong connections in the VC community and of course via Peter Thiel.\nI want to be very clear here before moving on. This is not a set of desperate actions. I feel that this acquisition activity was good because not only did PLTR get strong talent, but they also tapped into people with good energy and knowledge. I'm specifically talking about the experience that comes from being inside of a start-up company. That's the kind of entrepreneurial spirit that can drive and sustain culture.\nPivot To SPACs\nIt's likely that you're familiar with SPACS but if not here's aquick overview:\n\n Otherwise known as a special purpose acquisition company or a blank check company, a SPAC is a publicly traded entity that exists solely to raise money and acquire an existing private company.\n\nAnd, why does this matter?\n\n A company might choose to go public through a SPAC versus an IPO because the process can be accomplished more quickly, with fewer associated costs and extensive financial disclosure requirements than an outright IPO.\n\nIn my opinion, these \"blank check\" companies give investors a fast and easy way to channel money into opportunities. With so much easy money sloshing around, it's pretty easy to see why SPACs have become so popular.\nIn any event, PLTR has aggressively entered the space. They've now agreed to no less thansix SPAC deals in less than three months. Here's a usefuloverviewif you really want to dig deep. And, for faster reference:\n\nSarcos (market: robotics)\nLilium (market: high speed air transportation)\nWejo (market: automotive sensors and data)\nCelularity (market: biotechnology)\nRoivant (market: healthcare and drug development)\nBabylon (market: healthcare)\n\nFirst, I have to admit that on the surface, I think this activity is weird. That's because PLTR just recently went public via a \"DPO\" (Direct Public Offering) afterwaiting about 17 years. Furthermore, they are ingrowth modeso it's strange they would be looking to invest into other companies at this point.\nThat being said, there is definitely afinancial incentive here:\n\n By participating in the PIPE, or private investment in public equity, Palantir is guaranteed ownership of a certain amount of stock once the transaction closes and the shares in the operating company start trading.\n\nPIPEis simply an acronym. It means you've got private investment in public equity and the purpose is to allow the issuer of the stock to raise capital for the public company. The main point is that PLTR is getting real skin in the game and can be rewarded if the SPAC works out. In other words, there is an opportunity to place a bet and possibly win big. Not a bad thing, of course, but you have to admit it's odd given PTLR's situation.\nThen again, maybe this is a brilliant maneuver. Unlike its early acquisitions, via SPACs, PLTR is able totap into many large companies with great speed.\n\n While many tech companies like Google, Salesforce and Intel have large venture groups that back start-ups at various stages, Palantir’s focus on SPACs is unique among strategic investors. It means Palantir is betting on more mature companies that are often already valued in the billions of dollars.\n\nBig companies can use SPACs to tap into smaller companies. However, while PLTR is \"big\" it's certainly no Google (GOOG)(GOOGL), for example. Therefore, this is an opportunity to tap into bigger fish. Yet, that still doesn't fully explain what they are doing.\nI think what's happening is relatively simple. In effect, PLTR is strategically buying its way into large organizations. Similarly, they are getting cozy with these companies, their leadership and their customers. It's a classic \"foot in the door\" marketing technique, with the unique twist of a financial kicker. That is, if the SPAC is homerun, they also get that leverage.\nWhat's wonderful is that this isn't some theory that I concocted. We merely have tolisten to PLTRto hear the truth:\n\n “We’re seeing an opportunity to back really good management teams with big visions,” said Kevin Kawasaki, Palantir’s head of business development. The company can partner and “allow them to have our data operating systems platform that we’ve put 15 years and billions of R&D dollars into,” he said.\n\nThe \"IBM Echo\"\nThis reminds me of what IBM did years ago with the Weather Channel. Sure, weather affects nearly everyone and everything,but consider this:\n\n Now instead of having to lease the Weather Company’s data and related data sifting technology, IBM can simply own it and do what it wants. Presumably, that means IBM will sell companies access to the information as well as related weather forecasting services.\n\nIBM wanted unlimited access to the data so they just bought what they needed. Imagine how they are able to feed their artificial intelligence systems, and what that means for real-world, real-time training.\nI'm confident PLTR is looking to gain similar access to data. Three SPACs are involved in healthcare and two SPACs are in automotive, so there's also a more narrow focus than their early days where they focused on engineering talent, and related brainpower. Now they're turning to systems integration, market intelligence (i.e., large, real-time data pools) and strategic marketing.\nHealthcare, Oh My!\nIt's becoming clear to me that PLTR is landing troops on the healthcare beach for a full assault. In addition to Celularity, Roivant and Babylon SPACS, go ahead andfeast your eyes on this:\n\n Palantir Technologies (NYSE:PLTR) announces hiring Dr William J. Kassler, MD, MPH, as the company's first U.S. Government Chief Medical Officer. Dr. Kassler, who joins Palantir from IBM Watson Health, will lead the Public Health and Life Sciences teams across the USG and international business.\n\nI also want to reinforceyet another concept here. Weaving this all together is extremely important to understand the long-term PLTR bullish thesis:\n\n IBM and Palantir Technologies today announced a new partnership consisting of IBM's hybrid cloud data platform designed to deliver AI for business, with Palantir's next generation operations platform for building applications. The product is expected to simplify how businesses build and deploy AI-infused applications with IBM Watson and help users access, analyze, and take action on the vast amounts of data that is scattered across hybrid cloud environments – without the need for deep technical skills. The new product, Palantir for IBM Cloud Pak for Data, is planned for general availability in March of 2021.\n\nI didn't mention IBM and the Weather Channel earlier by accident. While I initially thought that PLTR was getting close to IBM for the sake of IBM's sales team, I've shifted my view. I'll come back to that in a moment, first justconsider the value to PLTR:\n\n Reselling Palantir’s software to augment the data and AI tools that IBM already offers and make them easier for more people to use was “a natural” fit, said Rob Thomas, IBM’s senior vice president of software, cloud and data. “We’re going to sell it to 180 countries and thousands of customers.”\n\nBut, as I pointed out, I think this is merely one small part of the bigger picture. PLTR and IBM are far more than simple business partners, whereby PLTR gets greater reach. Strategically, PLTR is getting deep exposure to healthcare opportunities via relationships, sales teams, technical integration, data sets, and far more.\nIn fact, I think the IBM partnership and the three healthcare SPACs all point to an incredible long-term opportunity in that market. Sure, Dr. Kassler is tied to government healthcare, and yes, PLTR is known more for government work. However, it's not the military or defense. Furthermore,this news just broke:\n\n Palantir Technologies wasawardeda $7.4M one-year contract renewal with the U.S. Centers for Disease Control and Prevention(NASDAQ:CDC)to continue to provide an outbreak response and disease surveillance solution for the Data Collation and Integration for Public Health Event Response, or DCIPHER, Program.\n\nPLTR is far deeper into healthcare than most investors realize and obviously the TAM (total addressable market) is absolutely monstrous. We have the IBM connection combined with Dr. Kessler. Now, we have the SPAC activity, plus the news about the new CDC contract. In other words, PLTR might become a true powerhouse in healthcare in the coming years. The opportunities are legion and it makes my head spin.\nWrap Up and Insights\nPLTR's early acquisitions were all about talent and brainpower. Nothing mysterious or deep. That is, the products didn't matter, the markets didn't matter and the technology didn't even matter much at all.\nThen, nothing much happened between 2017 and 2020. I suspect that PLTR was setting up for their public launch. Instead of bringing on more talent, they probably decided to buckle down and get all their systems tidied up, fully integrated, and more. Their house was messy and they cleaned up.\nRecently, they've gone a bit crazy buying into SPACs. As I've outlined, this activity is really about buying into leadership, new customers, and new data. These SPACs could certainly provide financial rewards in the short term, but I think strategically PLTR is getting set up for long-term benefits, even customers that can feed them money, opportunities and even more data. Tactically, I applaud this seemingly odd activity and strategically I'm willing to give PLTR the benefit of the doubt. It's not random in my view.\nAnd lastly, my eyes have been more widely opened up to PLTR's deep and nuanced connections with IBM. More importantly, I'm now seeing much larger opportunities for PLTR in healthcare based on their SPAC activity, IBM connections and of course the recent contract news regarding the CDC. Of course, it probably goes without saying that I remain bullish on PLTR.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":358054398,"gmtCreate":1616644161114,"gmtModify":1634524761690,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/358054398","repostId":"1179697554","repostType":4,"repost":{"id":"1179697554","kind":"news","pubTimestamp":1616642018,"share":"https://www.laohu8.com/m/news/1179697554?lang=&edition=full","pubTime":"2021-03-25 11:13","market":"us","language":"en","title":"Strategists raise their stock market outlooks for 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1179697554","media":"yahoo","summary":"The first quarter of the year has not even ended yet, and Wall Street firms are already building a c","content":"<p>The first quarter of the year has not even ended yet, and Wall Street firms are already building a case for stocks to rise even further in 2021.</p>\n<p>With the composition of the government now confirmed and Democratic lawmakers in control of both the U.S. House of Representatives and Senate, strategists are seeing more fiscal stimulus boosting consumer spending, the economy and corporate profits. This is set to lay the groundwork for a strong recovery once the vaccine rollout reaches much of the population, many have said.</p>\n<p>Still, these risk-on catalysts will likely come alongside some opposing forces, including rising interest rates and the specter of a less accommodative Federal Reserve and higher corporate taxes under the Biden administration as the economy emerges from the COVID-19 pandemic.</p>\n<p>But on net, with all these factors in mind, a number of strategists suggested stocks will rise even more strongly this yearthan they believed at the end of 2020.</p>\n<p>Here’s what some Wall Street strategists are now expecting for the U.S. stock market this year.</p>\n<p>—</p>\n<p>RBC Capital Markets (Target: 4,100; EPS: $177): Value stocks' outperformance 'is dependent on the ability of the U.S. economy to sustain above trend growth'</p>\n<p>RBC Capital Markets upgraded its outlook on S&amp;P 500 earnings, citing a stronger outlook on U.S. economic growth this year.</p>\n<p>The firm now sees aggregate S&amp;P 500 EPS rising to $177 this year, up from the $168 seen previously, before accelerating to $193 in 2022.</p>\n<p>\"This is primarily a housekeeping move that reflects changes to RBC house views on key macro variables from our colleagues in economics, commodities, and FX that are inputs into our model,\" the strategists led by Lori Calvasina wrote in a note. \"The biggest change from our last update in late January is on GDP [gross domestic product], where our economics team anticipates real GDP growth of 6.6% in 2021 and 4% in 2022.\"</p>\n<p>\"There has been no change to our other core assumptions on interest expense (which we expect to remain low and flat), tax (we are keeping the rate flat vs. 2020), buybacks (we are baking in a partial recovery, a little more than half way back to 2019 levels), and margins (where we are modeling in a path similar to the recovery coming out of the 2015-2016 industrial recession, which doesn’t quite get us back to 2019 levels),\" Calvasina added.</p>\n<p>RBC also upgraded U.S. equities to Neutral relative to non-U.S. equities, noting that the pandemic situation in the U.S. has improved given the faster-than-anticipated vaccine rollout. The firm added that it still prefers small-caps over large caps, and value stocks over growth shares this year, given expectations for a strong domestic economic rebound.</p>\n<p>The duration of value's relative outperformance, however, will depend whether the economy can sustain elevated growth rates even as it laps the worst points of the pandemic last year.</p>\n<p>\"We believe key to the value trade’s ability to seize this opportunity and retain leadership beyond 2021 is dependent on the ability of the U.S. economy to sustain above trend growth in 2022 and beyond,\" the analysts said. \"The good news for the value trade is that current consensus forecasts expect GDP to remain above trend through the end of 2022. The thing to monitor is whether that changes.\"</p>\n<p>RBC's price target on the S&amp;P 500 remains at 4,100, implying upside of another 4.8% from closing prices on March 23, and a full-year 2021 rise of just over 9%.</p>\n<p><i>S&amp;P 500 EPS updated March 24, 2021; S&amp;P 500 price target initiated Jan. 20, 2021</i></p>\n<p>—</p>\n<p>Deutsche Bank (Target: 4,100; EPS: $202): Equities likely to rise, pull back briefly, then rally to new highs by year-end</p>\n<p>Deutsche Bank equity strategist Binky Chadha now sees even more upside for equities, with additional fiscal stimulus set to boost an economy already in the early innings of a post-pandemic rebound.</p>\n<p>\"Near term, we expect equities to continue to move up, supported by an acceleration in macro growth and earnings upgrades, which are already prompting rising positioning and large inflows as is typical, and likely to be further boosted by direct and indirect flows from stimulus payments,\" he wrote in a note on March 12.</p>\n<p>\"We then expect a pullback as growth peaks in Q2 at a high level,\" he added. \"The more front-loaded the impact of the stimulus, the sharper the peak in growth, and the closer this peak in macro growth is to warmer weather (giving retail investors something else to do); and to an increased return to work at the office, the larger we expect the pullback to be.\"</p>\n<p>However, he added that he then sees equities rallying back following the potential pullback and reaching 4,100 by year-end. That marks an increase from the firm's previous price target of 3,950 on the S&amp;P 500, and implies additional upside of 3.3% from the S&amp;P 500's record closing high on March 15. The firm also now sees aggregate S&amp;P 500 earnings rising 43% to $202 this year, up from its previous $194 forecast.</p>\n<p>By sector, Deutsche Bank said its top picks remain energy — as it forecasts West Texas intermediate crude oil will approach $80 per barrel by year-end — and financials, with the 10-year Treasury yield forecast to end the year between 2% and 2.25%.</p>\n<p>\"We move other cyclical sectors (industrials, consumer) from overweight to neutral; stay neutral the secular growth group and underweight the defensives,\" Chadha said. \"Across regions we are overweight the more cyclical EM [emerging markets], Europe and Japan versus the U.S, on a baseline of a global cyclical rebound.\"</p>\n<p><i>S&amp;P 500 price target updated on March 12, 2021 following a price target initiation Dec</i>.<i>3, 2020</i></p>\n<p>—</p>\n<p>Credit Suisse (Target: 4,300; EPS: $185): 'Accelerating GDP should result in higher revenues ... and an even greater gain in EPS'</p>\n<p>Credit Suisse strategist Jonathan Golub upwardly revised hisS&amp;P 500 price target for the second time in two monthson February 23. This time, he noted that stronger-than-expected corporate profits and upbeat reopening prospects warranted a more optimistic outlook on equities.</p>\n<p>Credit Suisse's new year-end S&amp;P 500 price target of 4,300 suggests upside of 10.9% from current levels. In January, Credit Suisse saw the S&amp;P 500 ending 2021 at 4,200, and last year expected the index to rise to 4,050.</p>\n<p>Golub now expects aggregate S&amp;P 500 earnings per share to grow to $185 and 2021 and $210 in 2022, up from the $175 and $200, respectively, he estimated previously. Companies already entered 2021 with more profit-making momentum than expected, with fourth-quarter EPS topping estimates by 17% and unexpectedly growing on a year-over-year basis, Golub said.</p>\n<p>And as vaccines enable the economy to open further, companies should be able to grow results even more, offering further catalysts for their stock prices. Major Wall Street banks expect, on median, that GDP will grow by 6.1% in 2021, Golub added. This would mark a sharp rebound from2020's COVID-induced 3.5% contraction— the worst since 1946.</p>\n<p>\"Accelerating GDP should result in higher revenues (every 1% in GDP is a 2.5-3% change in sales), and an even greater gain in EPSgiven operating leverage,\"Golub added. \"Additionally, rising rates — a benefit to Financials — and copper and oil prices — a boon for Industrials, Energy, and Materials — further augment this favorable backdrop.\"</p>\n<p><i>S&amp;P 500 price target updated on Feb. 23, 2021, following a prior update on Jan. 7, 2021</i></p>\n<p>—</p>\n<p>Goldman Sachs (Target: 4,300; EPS: $181): ‘Fiscal stimulus should support consumer-facing cyclicals'</p>\n<p>Goldman Sachs raised its S&amp;P 500 earnings outlook this month, citing an unexpected bump higher in corporate earnings results as companies rebounded faster than expected from pandemic-related disruptions.</p>\n<p>\"Analysts expected 4Q S&amp;P 500 EPS would fall by 11%, but results showed +2% year/year growth,\" the strategists led by David Kostin said in a note published Feb. 12. \"We raise our S&amp;P 500 2021 EPS estimate 2% to $181 (from $178), reflecting higher sales and profit margins that should overcome input cost pressure due to high operating leverage.\"</p>\n<p><img src=\"https://static.tigerbbs.com/af19ce7bfa421e96a29bdc023cd433e1\" tg-width=\"703\" tg-height=\"469\" referrerpolicy=\"no-referrer\">Bull Pawing the Ground (Photo by: Digital Light Source/Universal Images Group via Getty Images)</p>\n<p>Despite the improved earnings outlook for this year, Goldman Sachs left its S&amp;P 500 price target at 4,300, implying 9.3% upside from the index's record close on Feb. 12.</p>\n<p>Fiscal stimulus will likely comprise the next catalyst for U.S. equities, Kostin added, as lawmakers in Washington work toward another robust round of virus relief measures that would stoke consumer spending and further boost corporate profits.</p>\n<p>\"Many investors believe the spending boost will lead to higher inflation and interest rates, which would reduce the value of equity duration and increase the importance of near-term growth,\" Kostin said. \"Fiscal stimulus should support consumer-facing cyclicals and our High Operating Leverage and Low Labor Cost baskets.\"</p>\n<p>The firmhighlighted a number of cyclical stocks that appeared appealing due to correlations with consumer spendingand strong earnings growth over the past year, including Whirlpool, Charles Schwab, 3M and Facebook.</p>","source":"lsy1584348713084","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>Strategists raise their stock market outlooks for 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategists raise their stock market outlooks for 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-25 11:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/strategists-see-more-stock-market-gains-through-the-end-of-the-year-164055396.html><strong>yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter of the year has not even ended yet, and Wall Street firms are already building a case for stocks to rise even further in 2021.\nWith the composition of the government now confirmed ...</p>\n\n<a href=\"https://finance.yahoo.com/news/strategists-see-more-stock-market-gains-through-the-end-of-the-year-164055396.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/strategists-see-more-stock-market-gains-through-the-end-of-the-year-164055396.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179697554","content_text":"The first quarter of the year has not even ended yet, and Wall Street firms are already building a case for stocks to rise even further in 2021.\nWith the composition of the government now confirmed and Democratic lawmakers in control of both the U.S. House of Representatives and Senate, strategists are seeing more fiscal stimulus boosting consumer spending, the economy and corporate profits. This is set to lay the groundwork for a strong recovery once the vaccine rollout reaches much of the population, many have said.\nStill, these risk-on catalysts will likely come alongside some opposing forces, including rising interest rates and the specter of a less accommodative Federal Reserve and higher corporate taxes under the Biden administration as the economy emerges from the COVID-19 pandemic.\nBut on net, with all these factors in mind, a number of strategists suggested stocks will rise even more strongly this yearthan they believed at the end of 2020.\nHere’s what some Wall Street strategists are now expecting for the U.S. stock market this year.\n—\nRBC Capital Markets (Target: 4,100; EPS: $177): Value stocks' outperformance 'is dependent on the ability of the U.S. economy to sustain above trend growth'\nRBC Capital Markets upgraded its outlook on S&P 500 earnings, citing a stronger outlook on U.S. economic growth this year.\nThe firm now sees aggregate S&P 500 EPS rising to $177 this year, up from the $168 seen previously, before accelerating to $193 in 2022.\n\"This is primarily a housekeeping move that reflects changes to RBC house views on key macro variables from our colleagues in economics, commodities, and FX that are inputs into our model,\" the strategists led by Lori Calvasina wrote in a note. \"The biggest change from our last update in late January is on GDP [gross domestic product], where our economics team anticipates real GDP growth of 6.6% in 2021 and 4% in 2022.\"\n\"There has been no change to our other core assumptions on interest expense (which we expect to remain low and flat), tax (we are keeping the rate flat vs. 2020), buybacks (we are baking in a partial recovery, a little more than half way back to 2019 levels), and margins (where we are modeling in a path similar to the recovery coming out of the 2015-2016 industrial recession, which doesn’t quite get us back to 2019 levels),\" Calvasina added.\nRBC also upgraded U.S. equities to Neutral relative to non-U.S. equities, noting that the pandemic situation in the U.S. has improved given the faster-than-anticipated vaccine rollout. The firm added that it still prefers small-caps over large caps, and value stocks over growth shares this year, given expectations for a strong domestic economic rebound.\nThe duration of value's relative outperformance, however, will depend whether the economy can sustain elevated growth rates even as it laps the worst points of the pandemic last year.\n\"We believe key to the value trade’s ability to seize this opportunity and retain leadership beyond 2021 is dependent on the ability of the U.S. economy to sustain above trend growth in 2022 and beyond,\" the analysts said. \"The good news for the value trade is that current consensus forecasts expect GDP to remain above trend through the end of 2022. The thing to monitor is whether that changes.\"\nRBC's price target on the S&P 500 remains at 4,100, implying upside of another 4.8% from closing prices on March 23, and a full-year 2021 rise of just over 9%.\nS&P 500 EPS updated March 24, 2021; S&P 500 price target initiated Jan. 20, 2021\n—\nDeutsche Bank (Target: 4,100; EPS: $202): Equities likely to rise, pull back briefly, then rally to new highs by year-end\nDeutsche Bank equity strategist Binky Chadha now sees even more upside for equities, with additional fiscal stimulus set to boost an economy already in the early innings of a post-pandemic rebound.\n\"Near term, we expect equities to continue to move up, supported by an acceleration in macro growth and earnings upgrades, which are already prompting rising positioning and large inflows as is typical, and likely to be further boosted by direct and indirect flows from stimulus payments,\" he wrote in a note on March 12.\n\"We then expect a pullback as growth peaks in Q2 at a high level,\" he added. \"The more front-loaded the impact of the stimulus, the sharper the peak in growth, and the closer this peak in macro growth is to warmer weather (giving retail investors something else to do); and to an increased return to work at the office, the larger we expect the pullback to be.\"\nHowever, he added that he then sees equities rallying back following the potential pullback and reaching 4,100 by year-end. That marks an increase from the firm's previous price target of 3,950 on the S&P 500, and implies additional upside of 3.3% from the S&P 500's record closing high on March 15. The firm also now sees aggregate S&P 500 earnings rising 43% to $202 this year, up from its previous $194 forecast.\nBy sector, Deutsche Bank said its top picks remain energy — as it forecasts West Texas intermediate crude oil will approach $80 per barrel by year-end — and financials, with the 10-year Treasury yield forecast to end the year between 2% and 2.25%.\n\"We move other cyclical sectors (industrials, consumer) from overweight to neutral; stay neutral the secular growth group and underweight the defensives,\" Chadha said. \"Across regions we are overweight the more cyclical EM [emerging markets], Europe and Japan versus the U.S, on a baseline of a global cyclical rebound.\"\nS&P 500 price target updated on March 12, 2021 following a price target initiation Dec.3, 2020\n—\nCredit Suisse (Target: 4,300; EPS: $185): 'Accelerating GDP should result in higher revenues ... and an even greater gain in EPS'\nCredit Suisse strategist Jonathan Golub upwardly revised hisS&P 500 price target for the second time in two monthson February 23. This time, he noted that stronger-than-expected corporate profits and upbeat reopening prospects warranted a more optimistic outlook on equities.\nCredit Suisse's new year-end S&P 500 price target of 4,300 suggests upside of 10.9% from current levels. In January, Credit Suisse saw the S&P 500 ending 2021 at 4,200, and last year expected the index to rise to 4,050.\nGolub now expects aggregate S&P 500 earnings per share to grow to $185 and 2021 and $210 in 2022, up from the $175 and $200, respectively, he estimated previously. Companies already entered 2021 with more profit-making momentum than expected, with fourth-quarter EPS topping estimates by 17% and unexpectedly growing on a year-over-year basis, Golub said.\nAnd as vaccines enable the economy to open further, companies should be able to grow results even more, offering further catalysts for their stock prices. Major Wall Street banks expect, on median, that GDP will grow by 6.1% in 2021, Golub added. This would mark a sharp rebound from2020's COVID-induced 3.5% contraction— the worst since 1946.\n\"Accelerating GDP should result in higher revenues (every 1% in GDP is a 2.5-3% change in sales), and an even greater gain in EPSgiven operating leverage,\"Golub added. \"Additionally, rising rates — a benefit to Financials — and copper and oil prices — a boon for Industrials, Energy, and Materials — further augment this favorable backdrop.\"\nS&P 500 price target updated on Feb. 23, 2021, following a prior update on Jan. 7, 2021\n—\nGoldman Sachs (Target: 4,300; EPS: $181): ‘Fiscal stimulus should support consumer-facing cyclicals'\nGoldman Sachs raised its S&P 500 earnings outlook this month, citing an unexpected bump higher in corporate earnings results as companies rebounded faster than expected from pandemic-related disruptions.\n\"Analysts expected 4Q S&P 500 EPS would fall by 11%, but results showed +2% year/year growth,\" the strategists led by David Kostin said in a note published Feb. 12. \"We raise our S&P 500 2021 EPS estimate 2% to $181 (from $178), reflecting higher sales and profit margins that should overcome input cost pressure due to high operating leverage.\"\nBull Pawing the Ground (Photo by: Digital Light Source/Universal Images Group via Getty Images)\nDespite the improved earnings outlook for this year, Goldman Sachs left its S&P 500 price target at 4,300, implying 9.3% upside from the index's record close on Feb. 12.\nFiscal stimulus will likely comprise the next catalyst for U.S. equities, Kostin added, as lawmakers in Washington work toward another robust round of virus relief measures that would stoke consumer spending and further boost corporate profits.\n\"Many investors believe the spending boost will lead to higher inflation and interest rates, which would reduce the value of equity duration and increase the importance of near-term growth,\" Kostin said. \"Fiscal stimulus should support consumer-facing cyclicals and our High Operating Leverage and Low Labor Cost baskets.\"\nThe firmhighlighted a number of cyclical stocks that appeared appealing due to correlations with consumer spendingand strong earnings growth over the past year, including Whirlpool, Charles Schwab, 3M and Facebook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125502502,"gmtCreate":1624678442106,"gmtModify":1631889676970,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125502502","repostId":"1100072036","repostType":4,"repost":{"id":"1100072036","kind":"news","pubTimestamp":1624669285,"share":"https://www.laohu8.com/m/news/1100072036?lang=&edition=full","pubTime":"2021-06-26 09:01","market":"us","language":"en","title":"Tesla Stock Has Been on Fire This Week. Here Are 4 Reasons.","url":"https://stock-news.laohu8.com/highlight/detail?id=1100072036","media":"Barrons","summary":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.There haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO were up 17% for the month.X","content":"<p>Stock in electric-vehicle pioneer&nbsp;Tesla&nbsp;is&nbsp;on fire&nbsp;for seemingly no reason.</p>\n<p>There haven’t been any big,splashy&nbsp;upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.</p>\n<p>Investors, rightly so, are wondering what’s going on. We found four reasons, outlined below.</p>\n<p><b>Taking Cues From China</b></p>\n<p>Many electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker&nbsp;NIO(NIO) were up 17% for the month.XPeng(XPEV) and&nbsp;Li Auto(LI) had gained 31% and 36%, respectively.</p>\n<p>Tesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.</p>\n<p><b>Delivery Optimism</b></p>\n<p>The second reason is about second-quarter deliveries, after&nbsp;perceived weakness&nbsp;in Chinese delivery numbers. More recently, however, several&nbsp;reports&nbsp;have been popping up about Tesla working hard to deliver vehicles into the end of this month.</p>\n<p>“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst&nbsp;Dan Ivestells&nbsp;Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.</p>\n<p><b>Green Tidal Wave</b></p>\n<p>Ives has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but&nbsp;progress&nbsp;was made in Washington this week.</p>\n<p><b>Musk Tweeting, Again</b></p>\n<p>No search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s&nbsp;Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.</p>\n<p>Tesla plans to offer its highest level of&nbsp;driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.</p>\n<p><b>What’s Next</b></p>\n<p>Next up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.</p>\n<p>Year to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.</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 Stock Has Been on Fire This Week. Here Are 4 Reasons.</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 Stock Has Been on Fire This Week. Here Are 4 Reasons.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0\">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-stock-gains-ev-elon-musk-51624638974?mod=hp_DAY_0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100072036","content_text":"Stock in electric-vehicle pioneer Tesla is on fire for seemingly no reason.\nThere haven’t been any big,splashy upgrades that can explain the recent run. Shares have jumped almost 8% for the week and are on pace for their best week since April.\nInvestors, rightly so, are wondering what’s going on. We found four reasons, outlined below.\nTaking Cues From China\nMany electric-vehicle stocks have been on a winning streak lately, beyond just Tesla. Coming into the week, shares of Chinese EV maker NIO(NIO) were up 17% for the month.XPeng(XPEV) and Li Auto(LI) had gained 31% and 36%, respectively.\nTesla, on the other hand, was down for the month of June coming into this week. But China is the world’s largest market for EVs, so when things are going well there, it bodes well for Tesla. It looks like some of the Chinese EV maker stocks’ shine has finally rubbed off on Tesla.\nDelivery Optimism\nThe second reason is about second-quarter deliveries, after perceived weakness in Chinese delivery numbers. More recently, however, several reports have been popping up about Tesla working hard to deliver vehicles into the end of this month.\n“After a disaster start to the quarter for Tesla in China, the Street is reading the tea leaves as bullish for the month of June with momentum into [the second half],” Wedbush analyst Dan Ivestells Barron’s. He believes 900,000 deliveries is still possible for 2021. Wall Street is modeling about 825,000. Tesla delivered about 500,000 cars in 2020.\nGreen Tidal Wave\nIves has also written about a “green tidal wave” coming from the White House. President Joe Biden wants part of any infrastructure bill to include purchase incentives for EVs as well as charging infrastructure. A bill isn’t ready, but progress was made in Washington this week.\nMusk Tweeting, Again\nNo search for the reason behind moves in Tesla stock would be complete without looking at CEO Elon Musk ‘s Twitter (TWTR) feed. He tweeted Friday that the updated full self-driving, or FSD, software and subscription pricing could roll out in as soon as a week.\nTesla plans to offer its highest level of driver assistance, called full self-driving or FSD, on a subscription basis. It’s a new era for car companies, which don’t typically get to realize recurring revenue like software providers. Bulls have been waiting quite some time for the FSD subscription to arrive.\nWhat’s Next\nNext up for Tesla investors, after any FSD release, will be second-quarter delivery numbers and then earnings. Those data points come in July.\nYear to date, Tesla stock is still down about 4.8%, trailing behind comparable gains of the S&P 500 and Dow Jones Industrial Average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327475169,"gmtCreate":1616120974151,"gmtModify":1634527123301,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/327475169","repostId":"2120016886","repostType":4,"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320759451,"gmtCreate":1615180544973,"gmtModify":1703485283263,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Hahahaha well said","listText":"Hahahaha well said","text":"Hahahaha well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320759451","repostId":"1107506637","repostType":4,"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186813737,"gmtCreate":1623483896629,"gmtModify":1634032488846,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Comment and like thx","listText":"Comment and like thx","text":"Comment and like thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/186813737","repostId":"1118102755","repostType":4,"repost":{"id":"1118102755","kind":"news","pubTimestamp":1623469189,"share":"https://www.laohu8.com/m/news/1118102755?lang=&edition=full","pubTime":"2021-06-12 11:39","market":"us","language":"en","title":"Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare","url":"https://stock-news.laohu8.com/highlight/detail?id=1118102755","media":"MarketWatch","summary":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank ","content":"<blockquote>\n <b>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.</b>\n</blockquote>\n<p>Don’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.</p>\n<p>The reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.</p>\n<p>The government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.</p>\n<p>What should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.</p>\n<p><b>Rising yields</b></p>\n<p>Remember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452%&nbsp;moved up to around 1.7%? Well, expect a repeat. Only worse.</p>\n<p>“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.</p>\n<p>That’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.</p>\n<p><b>Fed tapering</b></p>\n<p>Fed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee&nbsp;(FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.</p>\n<p>“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.</p>\n<p>“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.</p>\n<p>He thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.</p>\n<p>As we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&amp;P 500 SPX,+0.19%,&nbsp;the Dow Jones Industrial Average DJIA,+0.04%&nbsp;and Nasdaq COMP,+0.35%.</p>\n<p><b>How to prepare</b></p>\n<p>When considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.</p>\n<p>The consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.</p>\n<p>Yes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.</p>\n<p>“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”</p>\n<p>Looking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&amp;P 500 earnings up to $220 by the end of the year. Assuming the S&amp;P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.</p>\n<p><b>Your five-point game plan</b></p>\n<p><b>1. Do not go to “defensives”</b></p>\n<p>When people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.</p>\n<p>“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”</p>\n<p><b>2. Go with companies that benefit from growth</b></p>\n<p>Since rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.</p>\n<p>I first suggested Lindblad Expeditions LIND,+0.17%&nbsp;and Cardlytics CDLX,+4.54%&nbsp;and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&amp;P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.</p>\n<p><b>3. Do not get out of stocks</b></p>\n<p>If you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.</p>\n<p>“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”</p>\n<p>Market timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.</p>\n<p><b>4. Do not own bonds</b></p>\n<p>Bond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.</p>\n<p><b>5. Go with financials</b></p>\n<p>Strong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.</p>\n<p>The strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07%&nbsp;and Bank of America BAC,+0.41%&nbsp;are up over twice as much as the S&amp;P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare </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\">\nDon’t be fooled — inflation is a big risk for stock market investors. Here’s how to prepare \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-12 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/dont-be-fooled-inflation-is-a-big-risk-for-stock-market-investors-heres-how-to-prepare-11623421036?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118102755","content_text":"Michael Brush advises on how you can avoid making mistakes as bond yields rise and the central bank reduces its stimulus.\n\nDon’t be fooled by the placid response to the highest inflation rate in over a decade. Inflation will remain elevated enough to shake up the stock market, possibly causing a selloff as much as 15%. You need to prepare now.\nThe reason: Persistently high inflation will move the 10-year Treasury yield to 2% and get the Federal Reserve to start tapering its stimulus by the end of the year. Both will rattle the stock market.\nThe government said June 10 that the cost of living surged in May and drove the pace of inflation to a 13-year high of 5%.\nWhat should you do? Probably the opposite of what you are thinking. Before we get to that, here is a look at the two key events for stocks — in the bond market and at the Fed — between today and the end of the year.\nRising yields\nRemember how the stock market freaked out earlier this year when the 10-year Treasury yield TMUBMUSD10Y,1.452% moved up to around 1.7%? Well, expect a repeat. Only worse.\n“We suspect that inflation in the U.S. will prove more persistent than investors currently appear to anticipate,” says Capital Economics economist Franziska Palmas, citing the tight labor market and wage growth. Her research group puts the 10-year yield at 2.25% by the end of this year, and 2.5% by the end of 2022.\nThat’ll be a big move from the current level of 1.5%. Stock investors tend to panic when interest rates rise a lot.\nFed tapering\nFed Chairman Jerome Powell has downplayed the need for tapering the central bank’s bond purchases to keep yields low. But half of the 12 members of the Federal Open Market Committee (FOMC) have recently said they’re ready to start talking about tapering. The FOMC is the Fed branch that sets monetary policy.\n“It will be increasingly hard for Powell to claim the economy needs to make ‘substantial further progress’ toward achieving maximum employment before the Fed starts talking about talking about tapering,” says Ed Yardeni, author of Predicting the Markets and head of Yardeni Research. Powell has repeatedly said the Fed is awaiting “substantial further progress” in the economy before terminating its stimulus.\n“Given the performance of the economy, it is reasonable to expect they will start to taper before end of year, and a few months later they will start to raise the federal funds rate,” predicts Yardeni.\nHe thinks the Fed will announce a decision to start tapering in its July meeting. Tapering refers to a reduction in bond purchases by the Fed. This tightens the money supply to put the brakes on growth. Once purchases go to zero, the Fed moves on to cutting rates.\nAs we know, tapering causes a “taper tantrum” in the stock market, meaning a sharp selloff in indices like the S&P 500 SPX,+0.19%, the Dow Jones Industrial Average DJIA,+0.04% and Nasdaq COMP,+0.35%.\nHow to prepare\nWhen considering how to position for the probable selloff caused by rising bond yields and Fed tightening, the key things to remember is why these things are happening in the first place, and what history tells us about how stocks behave.\nThe consensus view is that tapering and rising bond yields kill off economic growth and the bull market in stocks. But this isn’t actually true.\nYes, initially, tightening can make stocks fall — or churn sideways, at best. But then stocks shake it off and move higher as the bull market continues. This makes sense, because the tightening is happening for good reasons that help companies — strong economic growth. This pushes earnings a lot higher, which resets valuations lower — back down to levels investors feel comfortable with.\n“Tapering is part and parcel of a recovery,” says Leuthold market strategist Jim Paulsen. “It is a response to successful policy and a rebound in the economy. It is a natural part of the bull market that allows the market to go higher. It’s a healthy development.”\nLooking through all the market fireworks that may lie ahead, Paulsen thinks underlying economic growth will push S&P 500 earnings up to $220 by the end of the year. Assuming the S&P 500 is at current levels or a little bit lower, that would bring the index’s price-to-earnings (P/E) ratio down to 18-19 — which is near or below the average since 1990. “That sets up the next leg of the bull market,” he says.\nYour five-point game plan\n1. Do not go to “defensives”\nWhen people see stock market turbulence, the knee-jerk reaction is to go for the “stability” of defensive names like utilities and consumer staples. But that would be a mistake. You want to go to defensives when the economy is slowing or contracting, not when it is strong. Another problem is that defensive names pay yield. So, like bonds, they get hit by rising interest rates, which devalue dividends — and dividend-paying stocks and bonds.\n“The best way to protect yourself is to tie your portfolio to the overheated economy. That is where the best profit growth and profit leverage is,” says Paulsen. “You do not get that with defensives.”\n2. Go with companies that benefit from growth\nSince rapid economic growth is causing the tapering — and the growth is usually not killed off by tightening — stocks linked to growth typically are the best place to be. This means cyclicals like industrials, basic materials consumer names, small-caps and international stocks. “Slower growth consumer staples and utilities won’t keep up with growth areas of the market,” says Paulsen.\nI first suggested Lindblad Expeditions LIND,+0.17% and Cardlytics CDLX,+4.54% and in my stock letter, Brush Up on Stocks (the link to my site is in the bio, below) in September 2020 and November 2019. I still like and own both even though they are up 48% and 157% — or two to four times the S&P 500. Recent insider buying confirms they are buys and holds around current levels. Plus, both are cyclical names. Cardlytics helps credit card companies understand customer buying patterns for marketing purposes. Lindblad offers specialized cruise adventures to exotic locales. Both benefit from economic growth that powers more consumer spending.\n3. Do not get out of stocks\nIf you think a selloff is coming, it might be tempting to try to get out of stocks right before that, to buy back after the weakness happens. But this is a lot harder than you think. In fact, it is almost impossible to get the timing right, say market veterans.\n“You have to make two smart decisions,” says Yardeni. “You have to get out just before the correction and then you have to decide when to get back in. I don’t know of too many people that can do that consistently.”\nMarket timers often get out and don’t get back in, and they miss the next leg up. “You can get yourself into trouble trying to avoid the correction,” says Paulsen.\n4. Do not own bonds\nBond yields will be 2% or higher by the end of year. So don’t own bonds, whose prices fall when yields rise — unless you simply plan to hold to maturity to collect the income.\n5. Go with financials\nStrong economies typically make the yield curve more upward sloping, meaning that long-term interest rates on 10-year Treasuries rise a lot faster than short-term interest rates. Since banks borrow at the short end and lend at the long end, steepening yield curves help them.\nThe strong economy will also help banks release reserves and lower provisions for loan losses, both of which can boost earnings, points out Yardeni. Both JPMorgan Chase JPM,-0.07% and Bank of America BAC,+0.41% are up over twice as much as the S&P 500 since I suggested them in my stock letter last August. But they still look attractive. Recent pattern buying by smart insiders among smaller banks confirms the sector is still one to own, despite the strength over the past few quarters.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353187215,"gmtCreate":1616470181937,"gmtModify":1634525655359,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Well well","listText":"Well well","text":"Well well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353187215","repostId":"2121833106","repostType":4,"repost":{"id":"2121833106","kind":"news","pubTimestamp":1616469915,"share":"https://www.laohu8.com/m/news/2121833106?lang=&edition=full","pubTime":"2021-03-23 11:25","market":"us","language":"en","title":"Microsoft in talks to acquire Discord for more than $10 billion: Bloomberg News","url":"https://stock-news.laohu8.com/highlight/detail?id=2121833106","media":"reuters","summary":"(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billi","content":"<p>(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billion, Bloomberg News reported, citing people familiar with the matter.</p><p>Discord has reached out to potential buyers and Microsoft is one of them, the report said, citing people familiar with the matter, while one of them said it was more likely to go public than sell itself.</p><p>Earlier in the day, VentureBeat reported that Discord was exploring a sale and it was in final talks with a party.</p><p>Both Microsoft and Discord did not immediately respond to Reuters requests for comments.</p><p>The COVID-19 pandemic has boosted the prospects of gaming companies as people stayed at home and turned to video games for entertainment during lockdowns.</p><p>Earlier this month, U.S. gaming company Roblox made a strong market debut after going public through a direct listing rather than a traditional initial public offering.</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>Microsoft in talks to acquire Discord for more than $10 billion: Bloomberg News</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\">\nMicrosoft in talks to acquire Discord for more than $10 billion: Bloomberg News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-discord-m-a/microsoft-in-talks-to-acquire-discord-for-more-than-10-billion-bloomberg-news-idUSKBN2BE320?il=0><strong>reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billion, Bloomberg News reported, citing people familiar with the matter.Discord has reached out to ...</p>\n\n<a href=\"https://www.reuters.com/article/us-discord-m-a/microsoft-in-talks-to-acquire-discord-for-more-than-10-billion-bloomberg-news-idUSKBN2BE320?il=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","PINS":"Pinterest, Inc.","MSFT":"微软"},"source_url":"https://www.reuters.com/article/us-discord-m-a/microsoft-in-talks-to-acquire-discord-for-more-than-10-billion-bloomberg-news-idUSKBN2BE320?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121833106","content_text":"(Reuters) - Microsoft Corp is in talks to buy messaging platform Discord Inc for more than $10 billion, Bloomberg News reported, citing people familiar with the matter.Discord has reached out to potential buyers and Microsoft is one of them, the report said, citing people familiar with the matter, while one of them said it was more likely to go public than sell itself.Earlier in the day, VentureBeat reported that Discord was exploring a sale and it was in final talks with a party.Both Microsoft and Discord did not immediately respond to Reuters requests for comments.The COVID-19 pandemic has boosted the prospects of gaming companies as people stayed at home and turned to video games for entertainment during lockdowns.Earlier this month, U.S. gaming company Roblox made a strong market debut after going public through a direct listing rather than a traditional initial public offering.","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115145488,"gmtCreate":1622963465244,"gmtModify":1634096523946,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/115145488","repostId":"2140540596","repostType":4,"repost":{"id":"2140540596","kind":"highlight","pubTimestamp":1622820692,"share":"https://www.laohu8.com/m/news/2140540596?lang=&edition=full","pubTime":"2021-06-04 23:31","market":"us","language":"en","title":"3 Technology Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2140540596","media":"Motley Fool","summary":"It can be tough to get married to stocks -- especially tech -- but here are three to leave alone for the long haul.","content":"<p>Let's be honest. A lot of people say their positions in flashy technology companies are meant to be long-term holdings, but they're really just an effort to make a quick buck. And that's OK. Any profitable trade is technically a good trade. If you can get in and out at the right time, so be it.</p>\n<p>Thing is, there are plenty of tech names that are more than just flash-in-the-pan prospects, and are better suited for holding periods measured in years rather than weeks.</p>\n<p>Here's a closer look at three such technology companies. Not only will they be just as impressive 10 years from now as they are today, but their stocks should be trading at much higher prices.</p>\n<h2>Microsoft</h2>\n<p>It's tough to imagine a world without <b>Microsoft</b> (NASDAQ:MSFT). Its Windows operating system is installed on three-fourths of the world's desktops and laptops, according to GlobalStats, and its Office productivity software remains the gold standard for the category. <b>Sony</b>'s PlayStation gaming console enjoys more worldwide market share than Microsoft's Xbox, but the Xbox is closing the gap, and is still the most popular game console in the U.S.</p>\n<p>And these are things consumers can readily see. There's a whole different unseen array of Microsoft-made products that are doing similarly well. For instance, Canalys reports Microsoft's cloud computing business accounted for a second-best 19% of the world's first-quarter cloud infrastructure spending, and the company continues to close the gap with market-leader <b>Amazon</b>.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/362a8a5cb8d412d4e3895fa185d236b7\" tg-width=\"700\" tg-height=\"484\"><span>Image source: Getty Images.</span></p>\n<p>Now take a step back and ask a thoughtful, critical question: Is there any chance the world will have less need for computers, cloud computing, productivity software, or game consoles 10 years from now?</p>\n<p>Any reasonable and realistic answer has to be \"no.\" Indeed, it would be surprising if demand for these products and services wasn't considerably greater a decade from now. Being a market leader in multiple categories, Microsoft can steer the market's ongoing growth in a way that serves itself best. For example, the Windows operating system comes with trial versions of Office software pre-installed.</p>\n<p>Bolstering the bullish argument for long-term ownership of Microsoft is the company's evolving business model. Access to Azure, Office, and even video games can now be utilized on a monthly subscription basis, accessible via the cloud. This shift not only makes the company's products more affordable to begin using but also gives Microsoft a better chance of keeping those customers by making it easy to update and upgrade software.</p>\n<p>Last year, the last time Microsoft disclosed such data, it had already lined up more than $100 billion worth of subscription cloud revenue that had yet to be booked -- a figure that continues to edge upward.</p>\n<h2><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2>\n<p>Even after several high-profile cybersecurity gaffes embarrassed organizations ranging from <b>Target </b>to <b>Equifax</b> to Yahoo!, some of the world's most important companies are still being hacked. Most recently, Colonial Pipeline agreed to fork over $4.4 million to a computer hacking group known as Darkside to regain control of its 5,500 miles worth of refined oil pipelines.</p>\n<p>These things are preventable. They're just not being prevented, as too many organizations don't utilize all the digital defenses available to them. Perhaps the Colonial Pipeline debacle will encourage procurement of this protection.</p>\n<p>Enter <b>Palo Alto Networks</b> (NYSE:PANW). Simply put, Palo Alto offers software preventing unauthorized access to a company's network, internal apps, and data. It's even got a ransomware protection solution in its lineup that might have been able to save Colonial Pipeline a few million bucks.</p>\n<p>The opportunity is incredible, and should remain so for a while. P&amp;S Intelligence believes the cybersecurity market will grow at an average annual pace of 12.6%, from 2019's $120 billion to $434 billion by 2030. That's a lot, but it's only a fraction of the $10.5 trillion that Cybersecurity Ventures believes cybercrime will cost the world in 2025 alone if enterprises don't step up their digital defense games.</p>\n<p>Palo Alto is doing fine, logging more than seven consecutive years of rising revenue as more and more outfits build their digital moats. Given the outlook, more of the same kind of growth is in the cards for a while.</p>\n<h2>International Business Machines</h2>\n<p>Finally, add <b>International Business Machines</b> (NYSE:IBM) to your list of technology stocks to buy and hold for the next decade.</p>\n<p>Yes, this is the same IBM that failed to respond to the advent of things like cloud computing, mobile devices, and all that goes with both. The company's \"strategic imperatives\" plan unveiled in 2015 was meant to steer the company away from a legacy mainframe business that was already dying and toward more contemporary opportunities like the aforementioned cloud and mobile security. By and large, though, it was too little too late.</p>\n<p>The IBM of today, however, isn't the IBM from even as recently as two years ago. It's ready to compete where it counts.</p>\n<p>Take last month's revelation of new technologies capable of fabricating a 2-nanometer microchip as an example. The microscopic measure is in reference to how small a chip's transistors can be made and still function properly. The smaller, the better, as smaller transistors consume less power, operate faster, and require less space when room is a factor. For perspective, 7-nanometer chips are the best the market has to offer right now.</p>\n<p>It's not just more functional chips IBM is starting to develop, either. Just within the past few weeks, the company has unveiled a way for data centers to more efficiently store and retrieve data, and launched AutoSQL, which is capable of retrieving data eight times faster than previous approaches are. Both technologies have a myriad of potential uses, including in the artificial intelligence arena.</p>\n<p>Read between the lines. This isn't yesteryear's IBM.</p>\n<p>It could still take years for the company to fully monetize these and other breakthroughs, but they're worth the wait.</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>3 Technology Stocks You Can Buy and Hold for the Next Decade</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\">\n3 Technology Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-04 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/04/3-technology-stocks-you-can-buy-and-hold-for-the-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's be honest. A lot of people say their positions in flashy technology companies are meant to be long-term holdings, but they're really just an effort to make a quick buck. And that's OK. Any ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/04/3-technology-stocks-you-can-buy-and-hold-for-the-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","MSFT":"微软","IBM":"IBM"},"source_url":"https://www.fool.com/investing/2021/06/04/3-technology-stocks-you-can-buy-and-hold-for-the-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140540596","content_text":"Let's be honest. A lot of people say their positions in flashy technology companies are meant to be long-term holdings, but they're really just an effort to make a quick buck. And that's OK. Any profitable trade is technically a good trade. If you can get in and out at the right time, so be it.\nThing is, there are plenty of tech names that are more than just flash-in-the-pan prospects, and are better suited for holding periods measured in years rather than weeks.\nHere's a closer look at three such technology companies. Not only will they be just as impressive 10 years from now as they are today, but their stocks should be trading at much higher prices.\nMicrosoft\nIt's tough to imagine a world without Microsoft (NASDAQ:MSFT). Its Windows operating system is installed on three-fourths of the world's desktops and laptops, according to GlobalStats, and its Office productivity software remains the gold standard for the category. Sony's PlayStation gaming console enjoys more worldwide market share than Microsoft's Xbox, but the Xbox is closing the gap, and is still the most popular game console in the U.S.\nAnd these are things consumers can readily see. There's a whole different unseen array of Microsoft-made products that are doing similarly well. For instance, Canalys reports Microsoft's cloud computing business accounted for a second-best 19% of the world's first-quarter cloud infrastructure spending, and the company continues to close the gap with market-leader Amazon.\nImage source: Getty Images.\nNow take a step back and ask a thoughtful, critical question: Is there any chance the world will have less need for computers, cloud computing, productivity software, or game consoles 10 years from now?\nAny reasonable and realistic answer has to be \"no.\" Indeed, it would be surprising if demand for these products and services wasn't considerably greater a decade from now. Being a market leader in multiple categories, Microsoft can steer the market's ongoing growth in a way that serves itself best. For example, the Windows operating system comes with trial versions of Office software pre-installed.\nBolstering the bullish argument for long-term ownership of Microsoft is the company's evolving business model. Access to Azure, Office, and even video games can now be utilized on a monthly subscription basis, accessible via the cloud. This shift not only makes the company's products more affordable to begin using but also gives Microsoft a better chance of keeping those customers by making it easy to update and upgrade software.\nLast year, the last time Microsoft disclosed such data, it had already lined up more than $100 billion worth of subscription cloud revenue that had yet to be booked -- a figure that continues to edge upward.\nPalo Alto Networks\nEven after several high-profile cybersecurity gaffes embarrassed organizations ranging from Target to Equifax to Yahoo!, some of the world's most important companies are still being hacked. Most recently, Colonial Pipeline agreed to fork over $4.4 million to a computer hacking group known as Darkside to regain control of its 5,500 miles worth of refined oil pipelines.\nThese things are preventable. They're just not being prevented, as too many organizations don't utilize all the digital defenses available to them. Perhaps the Colonial Pipeline debacle will encourage procurement of this protection.\nEnter Palo Alto Networks (NYSE:PANW). Simply put, Palo Alto offers software preventing unauthorized access to a company's network, internal apps, and data. It's even got a ransomware protection solution in its lineup that might have been able to save Colonial Pipeline a few million bucks.\nThe opportunity is incredible, and should remain so for a while. P&S Intelligence believes the cybersecurity market will grow at an average annual pace of 12.6%, from 2019's $120 billion to $434 billion by 2030. That's a lot, but it's only a fraction of the $10.5 trillion that Cybersecurity Ventures believes cybercrime will cost the world in 2025 alone if enterprises don't step up their digital defense games.\nPalo Alto is doing fine, logging more than seven consecutive years of rising revenue as more and more outfits build their digital moats. Given the outlook, more of the same kind of growth is in the cards for a while.\nInternational Business Machines\nFinally, add International Business Machines (NYSE:IBM) to your list of technology stocks to buy and hold for the next decade.\nYes, this is the same IBM that failed to respond to the advent of things like cloud computing, mobile devices, and all that goes with both. The company's \"strategic imperatives\" plan unveiled in 2015 was meant to steer the company away from a legacy mainframe business that was already dying and toward more contemporary opportunities like the aforementioned cloud and mobile security. By and large, though, it was too little too late.\nThe IBM of today, however, isn't the IBM from even as recently as two years ago. It's ready to compete where it counts.\nTake last month's revelation of new technologies capable of fabricating a 2-nanometer microchip as an example. The microscopic measure is in reference to how small a chip's transistors can be made and still function properly. The smaller, the better, as smaller transistors consume less power, operate faster, and require less space when room is a factor. For perspective, 7-nanometer chips are the best the market has to offer right now.\nIt's not just more functional chips IBM is starting to develop, either. Just within the past few weeks, the company has unveiled a way for data centers to more efficiently store and retrieve data, and launched AutoSQL, which is capable of retrieving data eight times faster than previous approaches are. Both technologies have a myriad of potential uses, including in the artificial intelligence arena.\nRead between the lines. This isn't yesteryear's IBM.\nIt could still take years for the company to fully monetize these and other breakthroughs, but they're worth the wait.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108099253,"gmtCreate":1619955794572,"gmtModify":1634208888295,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108099253","repostId":"1103106179","repostType":4,"repost":{"id":"1103106179","kind":"news","pubTimestamp":1619917622,"share":"https://www.laohu8.com/m/news/1103106179?lang=&edition=full","pubTime":"2021-05-02 09:07","market":"us","language":"en","title":"Berkshire Hathaway Annual Meeting 2021: Highlights and storylines","url":"https://stock-news.laohu8.com/highlight/detail?id=1103106179","media":"Tiger Newspress","summary":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world","content":"<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AM</p><p>Warren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\"><b>Playback Live Here！</b></a></p><p>In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.</p><p>In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.</p><p>Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.</p><p>Here were some of the highlights from the event.</p><p>—</p><p>Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.</p><p>\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"</p><p>\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.</p><p>—</p><p>Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.</p><p>“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"</p><p>\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”</p><p>—</p><p>Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.</p><p>\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"</p><p>Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&amp;T Bank Corp (MTB).</p><p>\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"</p><p>—</p><p>A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.</p><p>\"This is an easy one. No thank you, I’ll pass,\" Jain said.</p><p>“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”</p><p>—</p><p>Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"</p><p>\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"</p><p>Munger, however, issued a more direct attack.</p><p>\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"</p><p>—</p><p>Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.</p><p>\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"</p><p>\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"</p><p>Munger offered a similar view.</p><p>\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"</p><p>—</p><p>Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.</p><p>\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"</p><p>\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"</p><p>—</p><p>Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.</p><p>\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.</p><p>\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"</p><p>\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.</p><p>—</p><p>Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.</p><p>\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"</p><p>\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"</p><p>Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.</p><p>—</p><p>A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.</p><p>\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"</p><p>\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"</p><p>\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"</p><p>—</p><p>One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.</p><p>\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"</p><p>\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"</p><p>\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"</p><p>\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"</p><p>Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"</p><p>\"The people who ask the questions think they know the answer. We're just more modest.\"</p><p>—</p><p>Most investors would benefit from simply purchasing an S&amp;P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.</p><p>\"I recommend the S&amp;P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&amp;P 500 index fund.\"</p><p>\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"</p><p>Charlie Munger, on the other hand, had a different perspective.</p><p>\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"</p><p>—</p><p>Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.</p><p>But only a couple hundred years ago, the U.S. looked like the underdog.</p><p>\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"</p><p>\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"</p><p>—</p><p>In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.</p><p>\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"</p><p>He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.</p><p>\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"</p><p>—</p><p>The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.</p><p>\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"</p><p>\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"</p><p>See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.</p><p>—</p><p>Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.</p><p>Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.</p><p>Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.</p><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16196040827650&quot;}\" target=\"_blank\">If you want to watch the full live video, please click here.</a></p>","source":"yahoofinance_sg","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>Berkshire Hathaway Annual Meeting 2021: Highlights and storylines</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\">\nBerkshire Hathaway Annual Meeting 2021: Highlights and storylines\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-02 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50><strong>Tiger Newspress</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-...</p>\n\n<a href=\"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://www.forbes.com/sites/garymishuris/2020/05/03/3-insights-from-warren-buffett-at-berkshire-hathaways-2020-annual-meeting/?sh=565c65856d50","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103106179","content_text":"Emily McCormick·ReporterSun, May 2, 2021, 5:03 AMWarren Buffett addressed investors around the world on Saturday at Berkshire Hathaway's 2021 Annual Shareholder Meeting.Playback Live Here！In an hours-long event, the investing legend fielded questions on Berkshire's business and investment decisions,offered advice for first-time investorsand touted the strength of American corporations in a characteristically optimistic tone.Buffett nodded to the Federal Reserveand Congress for their swift response to the COVID-19 crisis, and underscored the rebound in the U.S. economy. And the Oracle of Omaha also addressed the recent rise in retail trading andonline brokerage firmslike Robinhood,the rally in bitcoinand the boom in SPAC mergers.In many ways, this year's meeting looked different from those in the past. The annual event took placein a hotel conference room in Los Angelesrather than in an arena in Omaha, Nebraska, due to the ongoing pandemic.Buffett's long-time business partner Charlie Munger also returned onstage this year to co-lead the event, after sitting out last year because of the pandemic. And in a new move, Buffett and Munger were joined by Berkshire's Vice Chairmen Gregory Abel and Ajit Jain,in a signal of potential succession plans at the company.Here were some of the highlights from the event.—Buffett said Berkshire Hathaway is seeing signs of rising price pressures during the COVID-19 recovery, corroborating many market participants' concerns about increasing inflationary pressures.\"We're seeing substantial inflation. We're raising prices, people are raising prices to us. And it's being accepted,\" Buffett said. \"We really do a lot of housing. The costs are just up, up, up. Steel costs. You know, just every day they're going up.\"\"It's an economy – really, it's red hot. And we weren't expecting it,\" he added.—Buffett said trading apps like Robinhoodhave contributed to the \"casino aspect\" of the stock market as of late, exploiting individuals' inclinations to gamble.“It’s become a very significant part of the casino aspect, the casino group, that has joined into the stock market in the last year, year and a half,\" Buffett said of Robinhood. \"There’s nothing, you know, there’s nothing illegal about it, there’s nothing immoral. But I don’t think you’d build a society around people doing it.\"\"I think the degree to which a very rich society can reward people who know how to take advantage, essentially, of the gambling instincts of the American public, the worldwide public – it’s not the most admirable part of the accomplishment,\" Buffett added. \"But I think what America has accomplished is pretty admirable overall. And I think actually American corporations have turned out to be a wonderful place for people to put their money and save. But they also make terrific gambling chips, and if you cater to those gambling chips when people have money in their pocket for the first time and you tell them take my 30 or 40 or 50 trades a day and you’re not charging commission ... I hope we don’t have more of it.”—Buffett explained that Berkshire's move to unload many of its bank shares last year was not due to a lack of confidence in the banking industry, but more a decision to re-balance the portfolio and avoid being too heavily tilted toward one area.\"I like banks generally, I just didn't like the proportion compared to the possible risk,\" Buffett said. \"We were over 10% of Bank of America. It's a real pain in the neck, more to the banks than us.\"Berkshire held 1,032,952,006 shares of Bank of America as of the end of 2020, after adding 85.1 million shares in the third quarter alone. This gave Berkshire Hathaway an ownership stake of 11.9%. Berkshire cut its holdings of Wells Fargo from 345.7 million shares at year-end 2019 to 52.4 million by year-end 2020, and completely exited its holdings in JPMorgan Chase (JPM) and M&T Bank Corp (MTB).\"The banking business is way better than it was in the United States 10 or 15 years ago,\" he added. \"The banking business around the world in various places might worry me, but our banks are in far, far better shape than 10 or 15 years ago.\"—A shareholder asked Jain, who leads Berkshire's insurance business, whether he would be hypothetically willing to write an insurance policy for SpaceX founder Elon Musk for his proposed colonization of Mars.\"This is an easy one. No thank you, I’ll pass,\" Jain said.“Well I would say it would depend on the premium,” Buffett interjected with a laugh. \"And I would say that I would probably have a somewhat different rate if Elon was on board or not on board. It makes a difference if someone is asking to insure something.”—Warren Buffett declined to directly offer an opinion in response to a question on bitcoin, an assethe previously likened to \"rat poison squared.\"\"I knew there’d be a question on bitcoin or crypto and I thought to myself well, I watch these politicians dodge questions all the time … The truth is, I’m going to dodge that question,\" Buffett said. \"Because the truth is, we’ve probably got hundreds of thousands of people that are watching this that own bitcoin. And we’ve probably got two people that are short. So we’ve got a choice of making 400,000 people mad at us and unhappy, and making two people happy. And it’s just a dumb equation.\"Munger, however, issued a more direct attack.\"Those who know me well are just waving the red flag at the bull. Of course I hate the bitcoin success,\" he said. \"And I don’t welcome a currency that’s so useful kidnappers and extortionists and so forth. Nor do I like shoveling out a few extra billions and billions and billions of dollars to somebody who just invented a new financial product out of thin air. So I think I should say modestly that the whole damn development is disgusting and contrary to the interest of civilization.\"—Both Buffett and Munger issued strong words of support for share repurchases, especially after Berkshire reported repurchasing an additional $6.6 billion in stock in the first three months of 2021.\"They're a way, essentially, of distributing the cash to the people that want the cash when other co-owners mostly want you to reinvest,\" Buffett said. \"It's a savings vehicle.\"\"I find it almost impossible to believe some of the arguments that are made that it's terrible to repurchase shares from a partner if they want to get out of something, and you're able to do it at prices that are advantages to the people that are staying,\" Buffett said. \"And it helps slightly the person that wants out.\"Munger offered a similar view.\"You're repurchasing stock. Just a bullet higher, it's deeply immoral,\" Munger said. \"But if you're repurchasing stock because it's a fair thing to do in the interest of your existing shareholders, it's a highly moral act and the people who are criticizing it are bonkers.\"—Low interest rates have catalyzed a surge in valuations across equities, giving those who invest in the markets an opportunity to create wealth, Munger said during the Berkshire Hathaway question and answer segment.\"I think one consequence of this present situation is, Bernie Sanders has basically won,\" Munger says. \"Because with everything boomed out so high and interest rates so low, what's going to happen is, the millennial generation is going to have a hell of a time getting rich compared to our generation ... He did it by accident, but he won.\"\"And so the difference between the difference between the rich and the poor in the generation that's rising is going to be a lot less,\" he added. \"So Bernie has won.\"—Buffett received a question around special purpose acquisition companies, or blank-check companies, which have become a hugely popular means for firms to go public over the past year.\"The SPACs generally have to spend their money in two years, as I understand it. If you have to buy a business in two years, you put a gun to my head and said you've got to buy a business in two years, I'd buy one but it wouldn't be much of one,\" Buffett.\"If you're running money from somebody else and you get a fee and you get the upside and you don't have the downside, you're going to buy something,\" he added. \"And frankly we're not competitive with that.\"\"It's an exaggerated version of what we've seen in kind of a gambling-type market,\" he added.—Buffett conceded that selling some of Apple's stock in 2020 was \"probably a mistake,\" with shares rising even further this year following the tech-led 2020 in the markets.\"The brand and the product — it's an incredible product,\" Buffett said of Apple. \"It is indispensable to people.\"\"I sold some stock last year, although our shareholders still saw their shares go up because we repurchased shares,\" he added. \"But that was probably a mistake.\"Berkshire owned 907,559,761 shares of Appleas of the end of December for a total market value of $120.4 billion. By contrast, the firm spent just $31 billion accumulating this stake since late 2016.—A shareholder directed a question to Ajit Jain and Greg Abel asking about the relationship the two likely next leaders of Berkshire Hathaway have with one another, given how iconic the relationship between Warren Buffett and Charlie Munger has been over the course of the company's history.\"There's no question the relationship Warren has with Charlie is unique,\" Jain said. \"It's not going to be duplicated, certainly not by me and Greg. I can't think of anybody that can duplicate it.\"\"I certainly have a lot of respect, both at a professional level and personal level, in terms of what Greg's abilities are,\" Jain added. \"We do not interact with each other as often as Warren and Charlie do. But every quarter we will talk to each other about our respective decision.\"\"Even though the interaction may be different than say how Warren and Charlie do it ... we make sure we're always following up with each other but it goes beyond that,\" Abel said. \"Ajit has a great understanding of the Berkshire culture. I strongly believe I do too.\"—One shareholder asked Buffett about Berkshire's decision to invest in the oil and gas industry, and queried whether we might have \"build our own unrealistic consensus on the pace of change\" to clean energy solutions. Buffett defended the company's investment in the industry and in Chevron specifically, whichwas a relatively recent investment for the firm.\"I would say that people are on the extremes of both sides are a little nuts. I would hate to have all the hydrocarbons banned in three years,\" Buffett said. \"You wouldn't want a world — it wouldn't work. And on the other hand, what's happening will be adapted to over time just as we've adapted to all kinds of things.\"\"We have no problem owning Costco or Walmart and a substantial number of their stores. And they sell cigarettes, it's a big item,\" he added as an analogy. \"It's a very tough situation ... It's a very tough time to decide what companies benefit societies more than others.\"\"I don't like making the moral judgments on stocks in terms of actually running the businesses, but there's something about every business that you knew that you wouldn't like,\" he added. \"If you expect perfection in your spouse or in your friends or in companies you're not going to find it.\"\"Chevron is not an evil company in the least, and I have no compunction about owning it in the least, about owning Chevron,\" Buffett concluded. \"And if we owned the entire business I would not feel uncomfortable about being in that business.\"Answering a subsequent question about the Berkshire board of directors' recommendation to voteagainst reporting climate-related risks, Munger added, \"I don't know we know the answer to all these questions about global warming.\"\"The people who ask the questions think they know the answer. We're just more modest.\"—Most investors would benefit from simply purchasing an S&P 500 index fund over the long run rather than picking individual stocks, even including Berkshire Hathaway, Buffett said during the question-and-answer session Saturday.\"I recommend the S&P 500 index fund … I’ve never recommended Berkshire to anybody because I don’t want people to buy it because they think I’m tipping them into something,\" he said. \"On my death there's a fund for my then-widow and 90% will go into an S&P 500 index fund.\"\"I do not think the average person can pick stocks,\" he added. \"We happen to have a large group of people that didn't pick stocks but they picked Charlie and me to manage money for them 50, 60 years ago. So we have a very unusual group of shareholders I think who look at Berkshire as a lifetime savings vehicle and one that they don’t have to think about and one that they'll, you know, they don't look at it again for 10 to 20 years.\"Charlie Munger, on the other hand, had a different perspective.\"I personally prefer holding Berkshire to holding the market,\" he said in response to the same question. \"I’m quite comfortable holding Berkshire. I think our businesses are better than the average in the market.\"—Buffett reiterated a staunchly supportive stance of U.S. corporations and capitalism in his opening remarks, highlighting that five of the six largest companies in the world by market capitalization currently comprise domestic companies. Those five companies are Apple, Microsoft, Amazon, Alphabet and Facebook, with only Saudi Aramco of Saudi Arabia coming in as a non-U.S. mega-cap company in the top six.But only a couple hundred years ago, the U.S. looked like the underdog.\"In 1790 we had one-half of 1% of the world's population,\" Buffett said. \"600,000 of them were slaves. Ireland had more people than the United States had. Russia had five times as many people. Ukraine had twice as many people.\"\"But here we were. What did we have? We had a map for the future, an aspirational map that somehow now only 232 years later, leaves us with five of the top six companies in the world,\" he said. \"It's not an accident. And it's not because we were way smarter, way stronger or anything of the sort. We had good soil, decent climate, but so did some of the other countries I named. This system has worked very well.\"—In opening remarks at the start of Berkshire Hathaway's annual shareholder meeting, Buffett credited the U.S. economic recovery from the COVID-19 crisis toswift action by the Federal Reserve and Congress.\"The economy went off a cliff in March. It was resurrected in an extraordinarily effective way by Federal Reserve action and later on the fiscal front by Congress,\" Buffett said in opening remarks at Berkshire's annual shareholder meeting.\"He added that Berkshire Hathaway's own business has picked up tremendously alongside the broader economy, and suggested businesses like airlines were still among those most deeply affected by lingering effects from the pandemic.\"Our businesses have done really quite well. This has been a very, very, very unusual recession in that it's been localized ... to an extraordinary extent. Right now business is really very good in a great many segments of the economy,\" he added. \"But there's still problems if you're in a few types of businesses that have been decimated such as international air travel or something of the sort.\"—The CEO of See's Candies, one of the longstanding companies owned by Berkshire Hathaway, told Yahoo Finance that the companyhas seen a strong rebound at the start of 2021. However, last year, business virtually ground to a halt.\"This has been the longest decade of my life. We've been through a lot. Last year – it's a tale of a couple of different quarters. The first quarter was tremendous,\" See's Candies CEO Pat Egan said in an interview with Yahoo Finance's Julia La Roche ahead of the start of Berkshire's annual shareholder meeting. \"In the middle of March, when this [pandemic] really hit, we shut down all of our stores in a span of five days. So about 245 stores we closed in a matter of days. And then about a week and a half later, we closed our e-commerce fulfillment center down in Southern California. So for a period of time there, we essentially completely stopped.\"\"We just said, we're not going to reopen stores or reopen plants until we can create a safe operating environment for our employees,\" he added. \"That took a while, and by the time we restored over the summer we saw customers coming back in. But for that period of time, it was pretty rough.\"See's Candies just completed its \"best first quarter ever\" at the start of 2021, Egan added.—Berkshire Hathawayreported first-quarter results Saturday morning, underscoring arebound in profits across the firm's businesses amid the COVID-19 recovery. Berkshire also reported that it conducted another $6.6 billion of stock buybacks, extending its ramped-up share repurchase program from 2020.Operating income during the first three months of the year increased to $7.02 billion, rising 19.5% compared to the $5.87 billion posted in the first quarter of 2020. Net earnings attributable to Berkshire shareholders swung back to a profit of $11.71 billion, compared to a loss of $49.75 billion in the same quarter last year.Consolidated shareholders' equity rose by $4.8 billion to $448 billion by the end of March compared to the fourth quarter of 2020.If you want to watch the full live video, please click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346501288,"gmtCreate":1618060341444,"gmtModify":1634295028046,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346501288","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://www.laohu8.com/m/news/1142324412?lang=&edition=full","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366553122,"gmtCreate":1614519341266,"gmtModify":1703477983546,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Noice","listText":"Noice","text":"Noice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366553122","repostId":"1117820997","repostType":4,"repost":{"id":"1117820997","kind":"news","pubTimestamp":1614337504,"share":"https://www.laohu8.com/m/news/1117820997?lang=&edition=full","pubTime":"2021-02-26 19:05","market":"fut","language":"en","title":"Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange","url":"https://stock-news.laohu8.com/highlight/detail?id=1117820997","media":"MarketWatch","summary":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading","content":"<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.</p>\n<p>Coinbase&nbsp;plans to list on the Nasdaq Inc. exchange&nbsp;under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies&nbsp;and Spotify Technology&nbsp;in recent years.</p>\n<p>Here’s what to know about the popular trading platform ahead of its public offering.</p>\n<p><b>What is Coinbase?</b></p>\n<p>The Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.</p>\n<p>There are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.</p>\n<p>According to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.</p>\n<p>Coinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67e611f71f8557b80e1863da93d753c9\" tg-width=\"1260\" tg-height=\"639\"><span>COINBASE S-1</span></p>\n<p>Bitcoin prices&nbsp;have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.</p>\n<p>Last week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether&nbsp;on Ethereum’s blockchain, Bitcoin Cash&nbsp;and Litecoin,to name a few.</p>\n<p><b>Who else owns Coinbase?</b></p>\n<p>Venture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.</p>\n<p>Coinbase has an ambitions echo those of Robinhood Markets</p>\n<p>“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.</p>\n<p><b>Biggest risk factor</b></p>\n<p>No doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.</p>\n<p>But a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.</p>\n<p>Here’s now Coinbase explains it:</p>\n<p>“<i>There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected</i>,” Coinbase writes in its S-1 filing.</p>\n<p><b>How large is Coinbase?</b></p>\n<p>The crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183f3996adecd36a47a1b191cf6d3ca6\" tg-width=\"1260\" tg-height=\"453\"><span>COINMARKETCAP.COM</span></p>\n<p>In the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc.&nbsp;settlements to invest in bitcoins.</p>\n<p>Kraken is another popular crypto platform and direct competitor in the U.S.</p>\n<p><b>Odds &amp; Ends</b></p>\n<p>The company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.</p>\n<p>For example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).</p>\n<p>The company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”</p>\n<p>However, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.</p>\n<p>The company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit&nbsp;and means long-term holder of an investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d3d07b595555c3cb7e307056bde87a6\" tg-width=\"1260\" tg-height=\"348\"><span>SEC</span></p>\n<p><b>Armstrong crypto charity</b></p>\n<p>Back in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.</p>\n<p>“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.</p>\n<p>Armstrong has reportedly donated at least $1 million to&nbsp;GiveCrypto.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase IPO: 5 things to know about the U.S. cryptocurrency exchange</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\">\nCoinbase IPO: 5 things to know about the U.S. cryptocurrency exchange\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to...</p>\n\n<a href=\"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","PLTR":"Palantir Technologies Inc.","TSLA":"特斯拉","NDAQ":"纳斯达克OMX交易所","GBTC":"Grayscale Bitcoin Trust","SQ":"Block","PYPL":"PayPal"},"source_url":"https://www.marketwatch.com/story/coinbase-ipo-5-things-to-know-about-the-u-s-cryptocurrency-exchange-11614290534?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117820997","content_text":"A long-awaited public offering of Coinbase Global Inc. appears near after the cryptocurrency trading platform filed paperwork with the Securities and Exchange Commission on Thursday.\nCoinbase plans to list on the Nasdaq Inc. exchange under the ticker symbol “COIN,” with the aim of employing a nontraditional direct listing to take itself public. This method means it won’t raise any new money, similar to approaches used by Palantir Technologies,Slack Technologies and Spotify Technology in recent years.\nHere’s what to know about the popular trading platform ahead of its public offering.\nWhat is Coinbase?\nThe Silicon Valley crypto exchange was co-founded in 2012 by Brian Armstrong, 38, who runs the platform chief executive. Fred Ehrsam, a Coinbase director, also helped to create the company.\nThere are two class of Coinbase shares. Armstrong owns 11% of the Class A shares and 22% of the Class B shares, while Ehrsam owns 11.4% of the Class A and 9% of the Class B.\nAccording to Forbes, Armstrong’s networth is currently $6.5 billion based on his ownership in the company, which is likely to increase if the direct listing goes off successfully.\nCoinbase bills itself as a bet on the rapidly growing cryptoeconomy, which starts with the No. 1 crypto asset bitcoin but goes well beyond that, Armstrong and company argue.\nCOINBASE S-1\nBitcoin prices have gained attention as it has soared to repeated records, most recently touching a recent peak above $58,000 over the weekend before beginning to give up some gains in recent trade.\nLast week, bitcoin hit a market value of $1 trillion and even though the asset created by a person or persons known as Satoshi Nakamoto represents about 70% of the total crypto market, there are still a number of other popular crypto assets trading on Coinbase, including ether on Ethereum’s blockchain, Bitcoin Cash and Litecoin,to name a few.\nWho else owns Coinbase?\nVenture-capital firm Andreessen Horowitz, is the largest owner of Coinbase, boasting about 25% of Class A shares and14% of Class B. And Marc Andreessen, head of the venture capital outfit, sits on Coinbase’s board.\nCoinbase has an ambitions echo those of Robinhood Markets\n“Coinbase is company with an ambitious vision: to create more economic freedom for every person and business,” Armstrong wrote in a letter appended to the company’s public-filing paperwork with the SEC.\nBiggest risk factor\nNo doubt the biggest risk factor in Coinbase is that it is a bet on an unproven asset class that was created just over a decade ago. Coinbase attempts to make it clear that its fate is linked to the prospects for Bitcoin and ethereum and the thousands of other alternative coins that have been written into existence.\nBut a decline in interest and tough regulations in the U.S. and elsewhere could wallop the exchange platform.\nHere’s now Coinbase explains it:\n“There is no assurance that any supported crypto asset will maintain its value or that there will be meaningful levels of trading activities. In the event that the price of crypto assets or the demand for trading crypto assets decline, our business, operating results, and financial condition would be adversely affected. A majority of our net revenue is from transactions in Bitcoin and ethereum. If demand for these crypto assets declines and is not replaced by new demand for crypto assets, our business, operating results, and financial condition could be adversely affected,” Coinbase writes in its S-1 filing.\nHow large is Coinbase?\nThe crypto exchange platform ranks No. 3 among the largest digital asset exchanges in the world, according to data site CoinMarketCap.com. That ranking puts it behind Binance, based in Seattle and Huobi Global, a Seychelles-based cryptocurrency exchange that was founded in China.\nCOINMARKETCAP.COM\nIn the U.S. Coinbase is by far the most well-known crypto platform but there are competitors, including Gemini, run by Tyler and Cameron Winklevoss, who famously used their Facebook Inc. settlements to invest in bitcoins.\nKraken is another popular crypto platform and direct competitor in the U.S.\nOdds & Ends\nThe company in its public filing offered a number of homages to the founder or founders of bitcoin and the digital currency age in its submission.\nFor example, it listed the genesis block associated with Satoshi Nakamoto at “1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa,” whose white paper back in 2008 set bitcoin in motion. (Additionally, a “Satoshi” is the smallest unit of bitcoin—0.00000001 BTC).\nThe company offers no physical address for its headquarters in California, citing the COVID-19 pandemic, which has forced a number of companies to have most, if not all, of its staffers work remotely. For that reason, Coinbase refers to itself as “a remote-first company.”\nHowever, having no address to some was viewed as aligning with the decentralized nature of blockchain and bitcoins.\nThe company also offered a handy primer on cryptocurrency terms, including defining terms like “hodl,” which have become popular in crypto circles. Hodl was accidentally coined in a 2013 Reddit and means long-term holder of an investment.\nSEC\nArmstrong crypto charity\nBack in 2018, Armstrong kicked off GiveCrypto.org, which makes direct cash transfers to people living in poverty.\n“People who invested early in crypto have amassed an enormous amount of wealth in a relatively short amount of time. Yet the reputation of the crypto community has been dominated by images of ‘bros in Lambos,’ whose antics get a lot of attention,”wrote Armstrong in a separate blog post on Mediumin 2018.\nArmstrong has reportedly donated at least $1 million to GiveCrypto.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124207923,"gmtCreate":1624765380262,"gmtModify":1631889676966,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124207923","repostId":"2146000990","repostType":4,"repost":{"id":"2146000990","kind":"highlight","pubTimestamp":1624762068,"share":"https://www.laohu8.com/m/news/2146000990?lang=&edition=full","pubTime":"2021-06-27 10:47","market":"us","language":"en","title":"Better Buy: Activision Blizzard vs. Take Two","url":"https://stock-news.laohu8.com/highlight/detail?id=2146000990","media":"Motley Fool","summary":"Which top gaming stock will deliver the better return over the next five years?","content":"<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from <b>Sony</b>&nbsp;and <b>Microsoft</b>, are catalysts for the big game companies to sell more content into a wider installed base.</p>\n<p><b>Activision Blizzard</b> (NASDAQ:ATVI) and <b>Take-<a href=\"https://laohu8.com/S/TWOA.U\">Two</a> Interactive</b>&nbsp;(NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for <i>Call of Duty</i> and <i>World of Warcraft</i> and generates over $8 billion a year in bookings (a non-GAAP measure of revenue).&nbsp;Take-<a href=\"https://laohu8.com/S/TWOA\">Two</a>'s <i>Grand Theft Auto V</i> has sold a staggering 145 million copies,&nbsp;which has pushed the company's bookings to over $3 billion.</p>\n<p>I'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e93ec376dbf9d2b1e80588b2008646\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>The margin gap</h2>\n<p>Activision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings.&nbsp;It has a large player base of over 400 million monthly active users,&nbsp;and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.</p>\n<p>While Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011,&nbsp;is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since <i>Grand Theft Auto V</i>&nbsp;launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.</p>\n<p>Compared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf60ea29fdc7bd56d2ec45cb947ce369\" tg-width=\"720\" tg-height=\"387\"><span>ATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.</span></p>\n<p>If Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.</p>\n<p>Here are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>2021</th>\n   <th>2022</th>\n   <th>2023</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>42.8%</td>\n   <td>44.1%</td>\n   <td>45%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS</td>\n   <td>8.4%</td>\n   <td>18%</td>\n   <td>4.6%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance.</p>\n<p>Here are the same estimates for Take-Two.</p>\n<table border=\"1\">\n <tbody>\n  <tr>\n   <th>Metric</th>\n   <th>Fiscal 2022</th>\n   <th>Fiscal 2023</th>\n   <th>Fiscal 2024</th>\n  </tr>\n  <tr>\n   <td>Adjusted operating margin</td>\n   <td>19%</td>\n   <td>23.2%</td>\n   <td>24.6%</td>\n  </tr>\n  <tr>\n   <td>Adjusted EPS (loss)</td>\n   <td>(28.5%)</td>\n   <td>49.9%</td>\n   <td>30.8%</td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Atom Finance. Take-Two's fiscal year ends in March.</p>\n<p>Take-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years.&nbsp;It's&nbsp;hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.</p>\n<p>Beyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.</p>\n<h2>Take-Two stock is cheaper with more upside</h2>\n<p>Activision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business.&nbsp;But investors are paying a higher price for&nbsp;Activision's greater game diversity, and perceived lower business risk.</p>\n<p>Activision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6.&nbsp;But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.</p>\n<p>Take-Two's <i>Grand Theft Auto V</i> and <i>Red Dead Redemption 2</i> have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.</p>\n<p>Because of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Activision Blizzard vs. Take Two</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\">\nBetter Buy: Activision Blizzard vs. Take Two\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 10:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪"},"source_url":"https://www.fool.com/investing/2021/06/26/better-buy-activision-blizzard-vs-take-two/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146000990","content_text":"The growth of interactive entertainment is an attractive area to look for long-term investments. The millions of new players who started gaming during the pandemic, along with the console launches from Sony and Microsoft, are catalysts for the big game companies to sell more content into a wider installed base.\nActivision Blizzard (NASDAQ:ATVI) and Take-Two Interactive (NASDAQ:TTWO) are two market leaders that operate some of the best-selling game franchises in the industry. Activision is known for Call of Duty and World of Warcraft and generates over $8 billion a year in bookings (a non-GAAP measure of revenue). Take-Two's Grand Theft Auto V has sold a staggering 145 million copies, which has pushed the company's bookings to over $3 billion.\nI'll say up front that I believe Take-Two is well-positioned to deliver much better returns than Activision Blizzard over the next five years. Here's why.\nImage source: Getty Images.\nThe margin gap\nActivision has many good qualities investors look for in an investment. It has eight franchises that have generated $1 billion in lifetime bookings. It has a large player base of over 400 million monthly active users, and management has a great record of allocating capital through acquisitions that create shareholder returns. Over the last year, the company generated a healthy free cash flow margin of 33% compared to revenue and paid $316 million in dividends to shareholders.\nWhile Take-Two is smaller and is more dependent on a few franchises, CEO Strauss Zelnick, who took over in 2011, is gradually turning Take-Two into a bigger and more profitable leader in the industry. Since Grand Theft Auto V launched in 2013, Take-Two's free cash flow has increased by 347% to $843 million. The digital distribution of games has brought more-consistent profits for management to reinvest in expanding its game library, with the long-term goal to build greater scale, reach more players, and improve operating margin.\nCompared to Activision's stellar operating margin of 35.2%, Take-Two's operating margin is currently at 18.7% on a trailing-12-month basis, but that's exactly why Take-Two offers more upside to investors. It has made major strides to squeeze more profits out of its business, and its operating margin is still trending up.\nATVI operating margin (TTM) data by YCharts. TTM = trailing 12 months.\nIf Take-Two's operating margin improves to over 20%, it will drive much faster growth in earnings per share and fuel a rising share price.\nHere are the consensus analyst estimates for Activision's adjusted operating margin and EPS growth through 2023.\n\n\n\nMetric\n2021\n2022\n2023\n\n\nAdjusted operating margin\n42.8%\n44.1%\n45%\n\n\nAdjusted EPS\n8.4%\n18%\n4.6%\n\n\n\nData source: Atom Finance.\nHere are the same estimates for Take-Two.\n\n\n\nMetric\nFiscal 2022\nFiscal 2023\nFiscal 2024\n\n\nAdjusted operating margin\n19%\n23.2%\n24.6%\n\n\nAdjusted EPS (loss)\n(28.5%)\n49.9%\n30.8%\n\n\n\nData source: Atom Finance. Take-Two's fiscal year ends in March.\nTake-Two's EPS is expected to decline this year due to the investments in marketing, personnel, and IT that management is spending to launch the new game pipeline over the next few years. It's hiring more game developers ahead of its deepest upcoming release slate in history, with a grand total of 62 releases across existing and new titles.\nBeyond the near term, the continued decline in distribution costs for games remains a catalyst to grow profits for both companies. Still, analysts expect Take-Two to expand its margin by a greater amount, which could lead to better returns for investors.\nTake-Two stock is cheaper with more upside\nActivision should remain a good long-term investment. Management believes it can reach 1 billion monthly active users, as the company expands its mobile game business. But investors are paying a higher price for Activision's greater game diversity, and perceived lower business risk.\nActivision stock trades at a price-to-sales ratio of 8.5, which is much higher than Take-Two's sales multiple of 6. But as Take-Two expands its game catalog, this relatively lower sales multiple won't be justified.\nTake-Two's Grand Theft Auto V and Red Dead Redemption 2 have sold a combined 182 million copies, establishing a large player base to build on with future releases. Take-Two has almost endless opportunities with these top franchises to grow higher-margin digital sales with more expansion updates.\nBecause of its higher ceiling for margin expansion and earnings growth, I would buy Take-Two over Activision right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":116207328,"gmtCreate":1622800779764,"gmtModify":1634097884222,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"What","listText":"What","text":"What","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/116207328","repostId":"1134913435","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379625506,"gmtCreate":1618731912205,"gmtModify":1634291196025,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Gone","listText":"Gone","text":"Gone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379625506","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://www.laohu8.com/m/news/1175692875?lang=&edition=full","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p>How to trade this?</p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX&nbsp; (i.e. implied volatility) reversed.</b></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><blockquote>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b></blockquote><p>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.&nbsp; Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.&nbsp; Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</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>$544 Billion In Options Expire Today: Here's What Will Move</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n$544 Billion In Options Expire Today: Here's What Will Move\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX  (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower.  Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism.  Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344707609,"gmtCreate":1618441641601,"gmtModify":1634292976456,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344707609","repostId":"2127078424","repostType":4,"repost":{"id":"2127078424","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618412040,"share":"https://www.laohu8.com/m/news/2127078424?lang=&edition=full","pubTime":"2021-04-14 22:54","market":"hk","language":"en","title":"'It was a wise decision to spread the risk': What Johnson & Johnson saga reveals about COVID-19 vaccination campaign","url":"https://stock-news.laohu8.com/highlight/detail?id=2127078424","media":"Dow Jones","summary":"\"It's still a race between the variants and the vaccine,\" said Amesh Adalja, a senior scholar at the","content":"<p>\"It's still a race between the variants and the vaccine,\" said Amesh Adalja, a senior scholar at the John Hopkins Center for Health Security</p><p>The United States strategy to reach herd immunity through mass vaccination involves a delicate -- sometimes tricky -- dance with side effects, public opinion and virus variants.</p><p>All three are unpredictable, and can turn when you least expect it.</p><p>The rollout of coronavirus vaccines has not been without challenges, but the Biden administration's strategy of not relying on just <a href=\"https://laohu8.com/S/AONE\">one</a> vaccine has limited the scope of a setback involving any <a href=\"https://laohu8.com/S/AONE.U\">one</a> product. As this week's events illustrate, however, the suspension of a vaccine run the risk of affecting public opinion surrounding the entire process.</p><p>The Food and Drug Administration and the Centers for Disease Control and Prevention recommended a pause  in the use of the Johnson &amp; Johnson vaccine on Tuesday as they examine six severe cases of blood clots among the roughly 7 million people who have had the vaccine administered. J&amp;J also halted its rollout in Europe.</p><p>The vaccine from J&amp;J unit <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> Janssen is an adenovirus vector-based vaccine that only requires one shot. Clinical trials showed it had 72% efficacy in the U.S .</p><p>The two-shot mRNA-based vaccines made by Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> with German partner <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) and Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a> make up the majority of shots administered in the U.S., and bith were about 95% effective in clinical trials. (Mayo Clinic research puts their \"real world</p><p>Currently, 22.7%  to discuss the cases, and the FDA has opened an investigation into the cause of the clots.</p><p>The J&amp;J blood-clot issue is similar to one that caused many European countries to pause and/or restrict use of the AstraZeneca (AZN.LN) vaccine developed with Oxford University, which is also an adenovirus viral vector-based vaccine. The U.K. has restricted its use to those over age 30.</p><p>On Wednesday, Denmark said it would halt use of AstraZeneca. \"The Danish Health Authority has decided to continue the vaccination against COVID-19 without the vaccine from AstraZeneca,\" it said in a statement. Other European countries have restricted its use.</p><p>\"It's still a race between the variants  and the vaccine,\" Amesh Adalja, a senior scholar at the John Hopkins Center for Health Security and a spokesman for the Infectious Diseases Society of America, told MarketWatch.</p><p>Operation Warp Speed, as Trump administration called its vaccine development and distribution program, has been key to this success, he said. \"Part of Operation Warp Speed was not knowing which ones would cross the finish line, and having alternative vaccines that can handle the J&amp;J pause and other vaccines in the pipeline,\" Adalja said. \"We are increasingly not supply-constrained in the U.S. because of the bulk manufacture of vaccines.\"</p><p>The FDA and CDC said the J&amp;J pause would give their scientists time to investigate the six cases of blood clotting in vaccinated individuals. Those cases of cerebral venous sinus thrombosis, a blood-clotting disorder, have emerged out of the 6.8 million--plus people in the U.S. who have received this vaccine.</p><p>All six cases of blood clots occurred in women ages 18 to 48. One woman died, and a second remains in critical condition, according to information released by the FDA. \"We are recommending a pause in the use of this vaccine out of an abundance of caution,\" health officials said .</p><p>\"Hiccups in production and hiccups in safety are inevitable,\" said Dr. Andrew Pavia, the George and Esther Gross Presidential Professor at the University of Utah and head of the Division of Pediatric Infectious Diseases. \"It was a wise decision to spread the risk,\" he told MarketWatch. \"Factories can be hit by a hurricane, run out of a supply, or be hit by contamination that forces them to shut down.\"</p><p>President Joe Biden, speaking to the media during an Oval Office meeting on Tuesday, emphasized that his administration has ordered 600 million doses of the mRNA vaccines from Pfizer and Moderna and thus can vaccinate all adults even without either the Johnson &amp; Johnson vaccine or AstraZeneca's, which has not been authorized in the U.S. and has been paused in other countries, also over blood-clot concerns.</p><p>But the different efficacies of vaccines, their reported responses to variants and their respective side effects appear to take tolls on public opinion. \"When I was offered Moderna, J&amp;J wasn't even an option. It was never in my consideration not to take it,\" said Maury Newburger, a New York travel consultant who received the Moderna vaccine in March.</p><p>\"Knowing what I know now, I probably would not take the J&amp;J,\" he said. \"I still think I would have taken the two-shot vaccines.\"</p><p><b>The good (and the bad) news</b></p><p>The good news: Pfizer-BioNTech and Moderna supply the majority of vaccines in the U.S., and currently ship roughly 23 million doses a week in the country. The White House said the J&amp;J pause would not have a \"significant impact\" on the rollout in the U.S.</p><p>\"We've been doing fairly well and not having the outcome Europe is having,\" Adalja said. \"We have successfully vaccinated high-risk populations: nursing-home residents and those in community dwellings. We're nowhere near the winter surge. Nursing-home deaths have plummeted.\"</p><p>White House COVID-19 response coordinator Jeff Zients said in a statement : \"This [J&amp;J pause] announcement will not have a significant impact on our vaccination plan: [the] Johnson &amp; Johnson vaccine makes up less than 5% of the recorded shots in arms in the United States to date.\"</p><p>The latest complication has further delayed a rocky rollout in the European Union, which ordered approximately 200 million doses of the J&amp;J vaccine in 2021.</p><p>On Wednesday, the EU ordered 50 million more COVID-19 vaccine doses from Pfizer-BioNTech. \"Those 50 million doses were initially foreseen for delivery in the fourth quarter of 2021. Now they are available in quarter 2,\" European Commission President Ursula von der Leyen said in a statement .</p><p>\"We have made the decision to proactively delay the rollout of our vaccine in Europe,\" J&amp;J said in a statement  Tuesday. The U.K. has ordered 30 million doses of the J&amp;J vaccine, although it has not yet been authorized for use there.</p><p>Now, for the bad news: \"Unfortunately, there is always going to be a halo effect in a negative way,\" Dr. Aaron Glatt, who chairs the department of medicine at Mount Sinai South Nassau in Oceanside, N.Y., told MarketWatch. \"What's happened with J&amp;J is forcing people to have questions with all vaccines.\"</p><p>The J&amp;J vaccine \"remains an extremely important vaccine for a fatal disease,\" he added. \"These types of things make vaccine-hesitant people more concerned.\"</p><p>\"Certainly, having other vaccines has been extremely helpful because there can always be manufacturing issues, or different strains may or may not be effective against a particular vaccine.  That's not intentional, it's just the way science works,\" Glatt said.</p><p>\"The boosters, if and when they do come, will be more easily approved,\" he added. \"We've done most of the legwork already. It's impossible to predict what will happen. It's possible the vaccines will have efficacy against different strains. Time will tell, and the different strains will tell as well.\"</p><p>In one recent Kaiser Family Foundation poll , taken before the J&amp;J vaccination pause, 13% of Americans said they would definitely not get a vaccine, and 7% said they would get one only if required.</p><p>\"As humans, we are not very good at translating risk into action,\" Pavia said. \"If I have the chance of being one of the 500,000 who die of COVID, how do I balance that with the one person who had a fatal side effect, if it's a side effect at all? It's the same perceptual problem when we blindly drive to the airport texting, yet we worry about the airplane.\"</p><p>In the aftermath of the J&amp;J vaccine pause, Barbara Alexander, president of the Infectious Diseases Society of America, said that the American public must continue to receive clear, accurate and up-to-date information, and have its questions answered, \"so that we can maintain and build trust and confidence in COVID-19 vaccines.\"</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>'It was a wise decision to spread the risk': What Johnson & Johnson saga reveals about COVID-19 vaccination campaign</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'It was a wise decision to spread the risk': What Johnson & Johnson saga reveals about COVID-19 vaccination campaign\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-14 22:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>\"It's still a race between the variants and the vaccine,\" said Amesh Adalja, a senior scholar at the John Hopkins Center for Health Security</p><p>The United States strategy to reach herd immunity through mass vaccination involves a delicate -- sometimes tricky -- dance with side effects, public opinion and virus variants.</p><p>All three are unpredictable, and can turn when you least expect it.</p><p>The rollout of coronavirus vaccines has not been without challenges, but the Biden administration's strategy of not relying on just <a href=\"https://laohu8.com/S/AONE\">one</a> vaccine has limited the scope of a setback involving any <a href=\"https://laohu8.com/S/AONE.U\">one</a> product. As this week's events illustrate, however, the suspension of a vaccine run the risk of affecting public opinion surrounding the entire process.</p><p>The Food and Drug Administration and the Centers for Disease Control and Prevention recommended a pause  in the use of the Johnson &amp; Johnson vaccine on Tuesday as they examine six severe cases of blood clots among the roughly 7 million people who have had the vaccine administered. J&amp;J also halted its rollout in Europe.</p><p>The vaccine from J&amp;J unit <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a> Janssen is an adenovirus vector-based vaccine that only requires one shot. Clinical trials showed it had 72% efficacy in the U.S .</p><p>The two-shot mRNA-based vaccines made by Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a> with German partner <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> (BNTX) and Moderna <a href=\"https://laohu8.com/S/MRNA\">$(MRNA)$</a> make up the majority of shots administered in the U.S., and bith were about 95% effective in clinical trials. (Mayo Clinic research puts their \"real world</p><p>Currently, 22.7%  to discuss the cases, and the FDA has opened an investigation into the cause of the clots.</p><p>The J&amp;J blood-clot issue is similar to one that caused many European countries to pause and/or restrict use of the AstraZeneca (AZN.LN) vaccine developed with Oxford University, which is also an adenovirus viral vector-based vaccine. The U.K. has restricted its use to those over age 30.</p><p>On Wednesday, Denmark said it would halt use of AstraZeneca. \"The Danish Health Authority has decided to continue the vaccination against COVID-19 without the vaccine from AstraZeneca,\" it said in a statement. Other European countries have restricted its use.</p><p>\"It's still a race between the variants  and the vaccine,\" Amesh Adalja, a senior scholar at the John Hopkins Center for Health Security and a spokesman for the Infectious Diseases Society of America, told MarketWatch.</p><p>Operation Warp Speed, as Trump administration called its vaccine development and distribution program, has been key to this success, he said. \"Part of Operation Warp Speed was not knowing which ones would cross the finish line, and having alternative vaccines that can handle the J&amp;J pause and other vaccines in the pipeline,\" Adalja said. \"We are increasingly not supply-constrained in the U.S. because of the bulk manufacture of vaccines.\"</p><p>The FDA and CDC said the J&amp;J pause would give their scientists time to investigate the six cases of blood clotting in vaccinated individuals. Those cases of cerebral venous sinus thrombosis, a blood-clotting disorder, have emerged out of the 6.8 million--plus people in the U.S. who have received this vaccine.</p><p>All six cases of blood clots occurred in women ages 18 to 48. One woman died, and a second remains in critical condition, according to information released by the FDA. \"We are recommending a pause in the use of this vaccine out of an abundance of caution,\" health officials said .</p><p>\"Hiccups in production and hiccups in safety are inevitable,\" said Dr. Andrew Pavia, the George and Esther Gross Presidential Professor at the University of Utah and head of the Division of Pediatric Infectious Diseases. \"It was a wise decision to spread the risk,\" he told MarketWatch. \"Factories can be hit by a hurricane, run out of a supply, or be hit by contamination that forces them to shut down.\"</p><p>President Joe Biden, speaking to the media during an Oval Office meeting on Tuesday, emphasized that his administration has ordered 600 million doses of the mRNA vaccines from Pfizer and Moderna and thus can vaccinate all adults even without either the Johnson &amp; Johnson vaccine or AstraZeneca's, which has not been authorized in the U.S. and has been paused in other countries, also over blood-clot concerns.</p><p>But the different efficacies of vaccines, their reported responses to variants and their respective side effects appear to take tolls on public opinion. \"When I was offered Moderna, J&amp;J wasn't even an option. It was never in my consideration not to take it,\" said Maury Newburger, a New York travel consultant who received the Moderna vaccine in March.</p><p>\"Knowing what I know now, I probably would not take the J&amp;J,\" he said. \"I still think I would have taken the two-shot vaccines.\"</p><p><b>The good (and the bad) news</b></p><p>The good news: Pfizer-BioNTech and Moderna supply the majority of vaccines in the U.S., and currently ship roughly 23 million doses a week in the country. The White House said the J&amp;J pause would not have a \"significant impact\" on the rollout in the U.S.</p><p>\"We've been doing fairly well and not having the outcome Europe is having,\" Adalja said. \"We have successfully vaccinated high-risk populations: nursing-home residents and those in community dwellings. We're nowhere near the winter surge. Nursing-home deaths have plummeted.\"</p><p>White House COVID-19 response coordinator Jeff Zients said in a statement : \"This [J&amp;J pause] announcement will not have a significant impact on our vaccination plan: [the] Johnson &amp; Johnson vaccine makes up less than 5% of the recorded shots in arms in the United States to date.\"</p><p>The latest complication has further delayed a rocky rollout in the European Union, which ordered approximately 200 million doses of the J&amp;J vaccine in 2021.</p><p>On Wednesday, the EU ordered 50 million more COVID-19 vaccine doses from Pfizer-BioNTech. \"Those 50 million doses were initially foreseen for delivery in the fourth quarter of 2021. Now they are available in quarter 2,\" European Commission President Ursula von der Leyen said in a statement .</p><p>\"We have made the decision to proactively delay the rollout of our vaccine in Europe,\" J&amp;J said in a statement  Tuesday. The U.K. has ordered 30 million doses of the J&amp;J vaccine, although it has not yet been authorized for use there.</p><p>Now, for the bad news: \"Unfortunately, there is always going to be a halo effect in a negative way,\" Dr. Aaron Glatt, who chairs the department of medicine at Mount Sinai South Nassau in Oceanside, N.Y., told MarketWatch. \"What's happened with J&amp;J is forcing people to have questions with all vaccines.\"</p><p>The J&amp;J vaccine \"remains an extremely important vaccine for a fatal disease,\" he added. \"These types of things make vaccine-hesitant people more concerned.\"</p><p>\"Certainly, having other vaccines has been extremely helpful because there can always be manufacturing issues, or different strains may or may not be effective against a particular vaccine.  That's not intentional, it's just the way science works,\" Glatt said.</p><p>\"The boosters, if and when they do come, will be more easily approved,\" he added. \"We've done most of the legwork already. It's impossible to predict what will happen. It's possible the vaccines will have efficacy against different strains. Time will tell, and the different strains will tell as well.\"</p><p>In one recent Kaiser Family Foundation poll , taken before the J&amp;J vaccination pause, 13% of Americans said they would definitely not get a vaccine, and 7% said they would get one only if required.</p><p>\"As humans, we are not very good at translating risk into action,\" Pavia said. \"If I have the chance of being one of the 500,000 who die of COVID, how do I balance that with the one person who had a fatal side effect, if it's a side effect at all? It's the same perceptual problem when we blindly drive to the airport texting, yet we worry about the airplane.\"</p><p>In the aftermath of the J&amp;J vaccine pause, Barbara Alexander, president of the Infectious Diseases Society of America, said that the American public must continue to receive clear, accurate and up-to-date information, and have its questions answered, \"so that we can maintain and build trust and confidence in COVID-19 vaccines.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127078424","content_text":"\"It's still a race between the variants and the vaccine,\" said Amesh Adalja, a senior scholar at the John Hopkins Center for Health SecurityThe United States strategy to reach herd immunity through mass vaccination involves a delicate -- sometimes tricky -- dance with side effects, public opinion and virus variants.All three are unpredictable, and can turn when you least expect it.The rollout of coronavirus vaccines has not been without challenges, but the Biden administration's strategy of not relying on just one vaccine has limited the scope of a setback involving any one product. As this week's events illustrate, however, the suspension of a vaccine run the risk of affecting public opinion surrounding the entire process.The Food and Drug Administration and the Centers for Disease Control and Prevention recommended a pause  in the use of the Johnson & Johnson vaccine on Tuesday as they examine six severe cases of blood clots among the roughly 7 million people who have had the vaccine administered. J&J also halted its rollout in Europe.The vaccine from J&J unit $(JNJ)$ Janssen is an adenovirus vector-based vaccine that only requires one shot. Clinical trials showed it had 72% efficacy in the U.S .The two-shot mRNA-based vaccines made by Pfizer $(PFE)$ with German partner BioNTech SE (BNTX) and Moderna $(MRNA)$ make up the majority of shots administered in the U.S., and bith were about 95% effective in clinical trials. (Mayo Clinic research puts their \"real worldCurrently, 22.7%  to discuss the cases, and the FDA has opened an investigation into the cause of the clots.The J&J blood-clot issue is similar to one that caused many European countries to pause and/or restrict use of the AstraZeneca (AZN.LN) vaccine developed with Oxford University, which is also an adenovirus viral vector-based vaccine. The U.K. has restricted its use to those over age 30.On Wednesday, Denmark said it would halt use of AstraZeneca. \"The Danish Health Authority has decided to continue the vaccination against COVID-19 without the vaccine from AstraZeneca,\" it said in a statement. Other European countries have restricted its use.\"It's still a race between the variants  and the vaccine,\" Amesh Adalja, a senior scholar at the John Hopkins Center for Health Security and a spokesman for the Infectious Diseases Society of America, told MarketWatch.Operation Warp Speed, as Trump administration called its vaccine development and distribution program, has been key to this success, he said. \"Part of Operation Warp Speed was not knowing which ones would cross the finish line, and having alternative vaccines that can handle the J&J pause and other vaccines in the pipeline,\" Adalja said. \"We are increasingly not supply-constrained in the U.S. because of the bulk manufacture of vaccines.\"The FDA and CDC said the J&J pause would give their scientists time to investigate the six cases of blood clotting in vaccinated individuals. Those cases of cerebral venous sinus thrombosis, a blood-clotting disorder, have emerged out of the 6.8 million--plus people in the U.S. who have received this vaccine.All six cases of blood clots occurred in women ages 18 to 48. One woman died, and a second remains in critical condition, according to information released by the FDA. \"We are recommending a pause in the use of this vaccine out of an abundance of caution,\" health officials said .\"Hiccups in production and hiccups in safety are inevitable,\" said Dr. Andrew Pavia, the George and Esther Gross Presidential Professor at the University of Utah and head of the Division of Pediatric Infectious Diseases. \"It was a wise decision to spread the risk,\" he told MarketWatch. \"Factories can be hit by a hurricane, run out of a supply, or be hit by contamination that forces them to shut down.\"President Joe Biden, speaking to the media during an Oval Office meeting on Tuesday, emphasized that his administration has ordered 600 million doses of the mRNA vaccines from Pfizer and Moderna and thus can vaccinate all adults even without either the Johnson & Johnson vaccine or AstraZeneca's, which has not been authorized in the U.S. and has been paused in other countries, also over blood-clot concerns.But the different efficacies of vaccines, their reported responses to variants and their respective side effects appear to take tolls on public opinion. \"When I was offered Moderna, J&J wasn't even an option. It was never in my consideration not to take it,\" said Maury Newburger, a New York travel consultant who received the Moderna vaccine in March.\"Knowing what I know now, I probably would not take the J&J,\" he said. \"I still think I would have taken the two-shot vaccines.\"The good (and the bad) newsThe good news: Pfizer-BioNTech and Moderna supply the majority of vaccines in the U.S., and currently ship roughly 23 million doses a week in the country. The White House said the J&J pause would not have a \"significant impact\" on the rollout in the U.S.\"We've been doing fairly well and not having the outcome Europe is having,\" Adalja said. \"We have successfully vaccinated high-risk populations: nursing-home residents and those in community dwellings. We're nowhere near the winter surge. Nursing-home deaths have plummeted.\"White House COVID-19 response coordinator Jeff Zients said in a statement : \"This [J&J pause] announcement will not have a significant impact on our vaccination plan: [the] Johnson & Johnson vaccine makes up less than 5% of the recorded shots in arms in the United States to date.\"The latest complication has further delayed a rocky rollout in the European Union, which ordered approximately 200 million doses of the J&J vaccine in 2021.On Wednesday, the EU ordered 50 million more COVID-19 vaccine doses from Pfizer-BioNTech. \"Those 50 million doses were initially foreseen for delivery in the fourth quarter of 2021. Now they are available in quarter 2,\" European Commission President Ursula von der Leyen said in a statement .\"We have made the decision to proactively delay the rollout of our vaccine in Europe,\" J&J said in a statement  Tuesday. The U.K. has ordered 30 million doses of the J&J vaccine, although it has not yet been authorized for use there.Now, for the bad news: \"Unfortunately, there is always going to be a halo effect in a negative way,\" Dr. Aaron Glatt, who chairs the department of medicine at Mount Sinai South Nassau in Oceanside, N.Y., told MarketWatch. \"What's happened with J&J is forcing people to have questions with all vaccines.\"The J&J vaccine \"remains an extremely important vaccine for a fatal disease,\" he added. \"These types of things make vaccine-hesitant people more concerned.\"\"Certainly, having other vaccines has been extremely helpful because there can always be manufacturing issues, or different strains may or may not be effective against a particular vaccine.  That's not intentional, it's just the way science works,\" Glatt said.\"The boosters, if and when they do come, will be more easily approved,\" he added. \"We've done most of the legwork already. It's impossible to predict what will happen. It's possible the vaccines will have efficacy against different strains. Time will tell, and the different strains will tell as well.\"In one recent Kaiser Family Foundation poll , taken before the J&J vaccination pause, 13% of Americans said they would definitely not get a vaccine, and 7% said they would get one only if required.\"As humans, we are not very good at translating risk into action,\" Pavia said. \"If I have the chance of being one of the 500,000 who die of COVID, how do I balance that with the one person who had a fatal side effect, if it's a side effect at all? It's the same perceptual problem when we blindly drive to the airport texting, yet we worry about the airplane.\"In the aftermath of the J&J vaccine pause, Barbara Alexander, president of the Infectious Diseases Society of America, said that the American public must continue to receive clear, accurate and up-to-date information, and have its questions answered, \"so that we can maintain and build trust and confidence in COVID-19 vaccines.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348626626,"gmtCreate":1617927384665,"gmtModify":1634295739652,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/348626626","repostId":"2126012847","repostType":4,"repost":{"id":"2126012847","kind":"news","pubTimestamp":1617919200,"share":"https://www.laohu8.com/m/news/2126012847?lang=&edition=full","pubTime":"2021-04-09 06:00","market":"sg","language":"en","title":"While You Were Sleeping: 5 stories you might have missed, April 9","url":"https://stock-news.laohu8.com/highlight/detail?id=2126012847","media":"The Straits Times","summary":"Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attor","content":"<div>\n<p>Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attorney-General Merrick Garland announced limited measures to tackle gun violence in the United States ...</p>\n\n<a href=\"http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>While You Were Sleeping: 5 stories you might have missed, April 9</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\">\nWhile You Were Sleeping: 5 stories you might have missed, April 9\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 06:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attorney-General Merrick Garland announced limited measures to tackle gun violence in the United States ...</p>\n\n<a href=\"http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-april-9-2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126012847","content_text":"Biden introduces limited measures to tackle gun violence in the US\nPresident Joe Biden and his Attorney-General Merrick Garland announced limited measures to tackle gun violence in the United States on Thursday in what the White House described as a first step to curb mass shootings, community bloodshed and suicides.\nThe new measures include plans for the Justice Department to crack down on self-assembled “ghost guns” and make “stabilising braces” - which effectively turn pistols into rifles – subject to registration under the National Firearms Act.\nBiden said he will ask the Bureau of Alcohol, Tobacco, Firearms and Explosives to release an annual report on firearms trafficking in the United States, and make it easier for states to adopt “red flag” laws that aim to prevent individuals deemed to present a danger to themselves or others from owning guns.\nBiden also outlined more ambitious goals that he needs the support of Congress to accomplish, including reintroducing a ban on assault weapons, lifting an exemption on lawsuits against gun manufacturers, and passing a nationwide red flag law.\nEx-NFL player kills five people, then turns gun on himself\nA former professional football player shot and killed a prominent South Carolina doctor, his wife, two grandchildren and another man before taking his own life at his home a short distance away, authorities said on Thursday.\nPhillip Adams, 32, who left the National Football League more than five years ago, was found dead hours after the killings of five people on Wednesday at the home of Dr Robert Lesslie in suburban Rock Hill, South Carolina, York County Sheriff Kevin Tolson said.\nInvestigators were at a loss to offer a motive for the shooting spree that broke out in the quiet community about 48km south of Charlotte, North Carolina.\nAmazon unionisation drive losing by 2-1 margin in early vote results\nAmazon union vote count set to begin\nAn early tally on Thursday of votes in Amazon.com’s closely watched union election in Alabama showed workers voting against forming the first union in the United States by more than a 2-1 margin.\nOf the 3,215 ballots received, at least 600 votes were against unionising and more than 250 votes were for the Bessemer, Alabama, warehouse to form a union.\nThe National Labour Relations Board (NLRB), the agency overseeing the election, held a video call and set up multiple cameras so participants and media could watch its regulators count the votes.\nSony, Netflix agree deal to stream new Spider-Man, other films\nNetflix, Sony ink deal on streaming blockbusters\nStreaming service Netflix reached a deal to offer new Spider-Man movies and other films from Sony Pictures to US customers after they play in theatres, the companies said on Thursday.\nThe five-year arrangement will begin with the 2022 slate of movies, which is scheduled to include Marvel film Morbius, best-selling book adaptation Where The Crawdads Sing and Brad Pitt thriller Bullet Train.\nFuture releases are expected to include new installments in the Spider-Man, Venom, Jumanji and Bad Boys franchises.\nGolf: Defending Masters champion Johnson five back after poor finish\nA wild finish left Dustin Johnson five shots behind the leaders on Thursday as the defending Masters champion faced much fiercer conditions at Augusta National compared to the toothless layout he triumphed on five months ago.\nThis Masters has a much more familiar look as it is back in its traditional April slot as the year’s first major while fans were welcomed back, albeit in limited numbers and with protocols in place to reduce the risk of Covid-19 transmission.\nJapan’s Hideki Matsuyama, bolstered by an eagle at the par-five eighth, and Brian Harman fired three-under-par 69s to share the first-round clubhouse lead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359033861,"gmtCreate":1616298695153,"gmtModify":1634526441557,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Hahah nice","listText":"Hahah nice","text":"Hahah nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/359033861","repostId":"1117450855","repostType":4,"repost":{"id":"1117450855","kind":"news","pubTimestamp":1616166767,"share":"https://www.laohu8.com/m/news/1117450855?lang=&edition=full","pubTime":"2021-03-19 23:12","market":"us","language":"en","title":"Powell says Fed will keep supporting economy ‘for as long as it takes’","url":"https://stock-news.laohu8.com/highlight/detail?id=1117450855","media":"marketwatch","summary":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration o","content":"<blockquote>\n <b>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.</b>\n</blockquote>\n<p>Federal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”</p>\n<p>In an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.</p>\n<p>“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.</p>\n<p>Powell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.</p>\n<p>The central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.</p>\n<p>With economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.</p>\n<p>In the op-ed, Powell said the situation “is much improved.”</p>\n<p>“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.</p>\n<p>“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.</p>\n<p>On Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.</p>\n<p>The Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.</p>\n<p>Yields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.</p>\n<p>Stocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell says Fed will keep supporting economy ‘for as long as it takes’</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\">\nPowell says Fed will keep supporting economy ‘for as long as it takes’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” ...</p>\n\n<a href=\"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/powell-says-fed-will-keep-supporting-economy-for-as-long-as-it-takes-11616165178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1117450855","content_text":"Outlook is brightening, but recovery ‘far from complete,’ Fed chairman says in WSJ op-ed.\n\nFederal Reserve Chairman Jerome Powell on Friday said that while the U.S. economic outlook is “brightening,” the recovery is “far from complete.”\nIn an op-ed published in the Wall Street Journal,Powell recounted the moment last February when he realized that the coronavirus pandemic would sweep across the country.\n“The danger to the U.S. economy was grave. The challenge was to limit the severity and duration of the fallout to avoid longer-run damage,” he said.\nPowell and his colleagues engineered a rapid response to the crisis, based on the lesson learned from slow recovery to the Great Recession of 2008-2009 that swift action might have been better.\nThe central bank quickly slashed its policy interest rate to zero and launched an open-ended asset purchase program known as quantitative easing.\nWith economists penciling in strong growth for 2021 and more Americans getting vaccinated every day, financial markets are wondering how long Fed support will last.\nIn the op-ed, Powell said the situation “is much improved.”\n“But the recovery is far from complete, so at the Fed we will continue to provide the economy with the support that it needs for as long as it takes,” Powell said.\n“I truly believe that we will emerge from this crisis stronger and better, as we have done so often before,” he said.\nOn Wednesday, the Fed recommitted to its easy money policy stance at its latest policy meeting despite a forecast for stronger economic growth and higher inflation this year.\nThe Fed chairman did not mention the outlook for inflation in his Friday article . Many on Wall Street are worried that the economy will overheat before the Fed pulls back its easy policy stance.\nYields on the 10-year Treasury noteTMUBMUSD10Y,1.734%have risen to 1.73% this week after starting the year below 1%.\nStocks were trading lower on Friday, with the Dow Jones Industrial AverageDJIA,-0.71%down 187 points in mid-morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366672034,"gmtCreate":1614481419628,"gmtModify":1703477743547,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/366672034","repostId":"1117820997","repostType":4,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":384730484,"gmtCreate":1613686295348,"gmtModify":1634552673742,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/384730484","repostId":"1112683598","repostType":4,"repost":{"id":"1112683598","kind":"news","pubTimestamp":1613632838,"share":"https://www.laohu8.com/m/news/1112683598?lang=&edition=full","pubTime":"2021-02-18 15:20","market":"us","language":"en","title":"Barclays reports 38% slide in net profit for 2020, resumes dividend payouts","url":"https://stock-news.laohu8.com/highlight/detail?id=1112683598","media":"cnbc","summary":"Barclays on Thursday reported a full-year profit of £1.53 billion ($2.11 billion) for 2020, down 38%","content":"<div>\n<p>Barclays on Thursday reported a full-year profit of £1.53 billion ($2.11 billion) for 2020, down 38% from 2019 but outstripping analyst expectations.\nThe British lender posted a fourth-quarter net ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/18/barclays-q4-2020-earnings.html?&qsearchterm=Barclays\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Barclays reports 38% slide in net profit for 2020, resumes dividend payouts</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\">\nBarclays reports 38% slide in net profit for 2020, resumes dividend payouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-18 15:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/02/18/barclays-q4-2020-earnings.html?&qsearchterm=Barclays><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclays on Thursday reported a full-year profit of £1.53 billion ($2.11 billion) for 2020, down 38% from 2019 but outstripping analyst expectations.\nThe British lender posted a fourth-quarter net ...</p>\n\n<a href=\"https://www.cnbc.com/2021/02/18/barclays-q4-2020-earnings.html?&qsearchterm=Barclays\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BARC.UK":"巴克莱银行"},"source_url":"https://www.cnbc.com/2021/02/18/barclays-q4-2020-earnings.html?&qsearchterm=Barclays","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1112683598","content_text":"Barclays on Thursday reported a full-year profit of £1.53 billion ($2.11 billion) for 2020, down 38% from 2019 but outstripping analyst expectations.\nThe British lender posted a fourth-quarter net profit attributable to shareholders of £220 million, despite the U.K. navigating fresh nationwide lockdown measures amid a resurgence of Covid-19.\nAnalysts polled by Refinitiv had expected a fourth-quarter net loss of £44.88 million to bring about a full-year net profit of £1.22 billion.\nThe final earnings report of 2020 followed a surprisingly strong third quarter in which the bank recorded a £611 million net profit.\nFull-year profit in the previous year came in at £2.46 billion with a 2019 fourth-quarter profit of £681 million.\nOther highlights:\n\nCommon equity tier one capital (CET1) ratio was 15.1%, up from 14.6% at the end of the third quarter.\nReturn on tangible equity (RoTE) was 3.2%, down from 5.1% the previous quarter.\nNet interest margin (NIM) was 2.61%, down from 3.09% at the end of 2019.\n\nBarclays also announced that it would resume dividend payments to shareholders of one pence per share and embark on a £700 million share buyback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114718412,"gmtCreate":1623105710236,"gmtModify":1634037023754,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/114718412","repostId":"1187003503","repostType":4,"repost":{"id":"1187003503","kind":"news","pubTimestamp":1623088169,"share":"https://www.laohu8.com/m/news/1187003503?lang=&edition=full","pubTime":"2021-06-08 01:49","market":"us","language":"en","title":"Apple announces iOS 15 for iPhones with lots of new social features","url":"https://stock-news.laohu8.com/highlight/detail?id=1187003503","media":"cnbc","summary":"Apple's Worldwide Developers Conference  is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on Apple TV, iPads, Apple Watch and Macs, in an effort to lure the best developers to sink time and investment into building software for Apple's computers.The bigger question is whether Apple will announce new hardware products. Often, it saves its best launches for the fall, around when new iPhones come o","content":"<div>\n<p>Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple announces iOS 15 for iPhones with lots of new social features</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple announces iOS 15 for iPhones with lots of new social features\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 01:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/06/07/apple-wwdc-live-updates-ios-15.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1187003503","content_text":"Apple's Worldwide Developers Conference (WWDC) is the company's annual showcase for its software. Apple reveals the latest version of iOS, its iPhone software, and updates to the software that runs on Apple TV, iPads, Apple Watch and Macs, in an effort to lure the best developers to sink time and investment into building software for Apple's computers.The bigger question is whether Apple will announce new hardware products. Often, it saves its best launches for the fall, around when new iPhones come out. This year, it released new Mac computers and iPads in the spring. But, sometimes it reveals new computers that run on the latest software. This year, some rumors have suggested it may introduce new MacBook Pro laptops and possibly an update to the AirPods headphones.We'll have everything Apple announces in the live blog below.The event begins at 1 p.m. Eastern.Is the iPad a computer yet?I can’t tell you how many WWDCs I’ve sat through where Apple claimed it’s beefed up the multitasking capabilities of the iPad in order to make it function more like a regular laptop.And Apple did it again today. (See Kif’s early blog entry for more details.)But none of those updates matter if app developers don’t take advantage of these features. Historically, it’s been difficult for Apple to convince developers to take the iPad seriously as a computer replacement, which is why the tablets are still mostly used for consumption, not creation.It’s way better than it used to be. (In fact, I use my iPad more than I use my MacBook these days.) But there’s still a long way to go for the iPad to catch up to the MacBook.There’s an easier solution though: Just put a touchscreen on the MacBook. Please.--Steve KovachApple announces new iPad software called iPadOS 15 that lets you do more at onceiPadOS Source: AppleApple announced new iPad software called iPadOS 15.IPadOS 15 includes new ways to rearrange iPad apps, put widgets on the home screen and the App Library feature, formerly iPhone exclusive, that automatically organizes apps.Apple also introduced a new multitasking interface that makes it easier to put two apps side by side on the iPad screen.The Apple notes app has been updated to better interface with other apps. One feature, called Quick Notes, lets users jot notes using the Apple Pencil, a stylus.A new version of the Translate app for iPads allows users to speak and have the discussion translated on-screen in real time.Apple’s app for learning how to code, Swift Playgrounds, can now build full apps, which can be submitted to the App Store Apple said.— Kif LeswingApple’s AirPods headphones can now be used to improve hearingA new feature coming to AirPods called “Conversation Boost” helps people better understand who they’re talking to in real time in a busy environment. Users can also adjust ambient background noise levels to help improve audio. Siri will also soon read important notifications, if you want it to, instead of just incoming calls and messages. — Kif LeswingApple Maps gets big new update with more city details and 3D modelsApple is updating its maps software with new 3D data. It now includes turning lanes and other road conditions. It is expanding to Spain, Portugal, Italy and Australia later this year, Apple said.— Kif LeswingIf you thought Facebook was angry with Apple before today...The slew of new communication features Apple announced for iOS 15 on Monday are sure to have Mark Zuckerberg’s blood boiling over atFacebookheadquarters.In effect, these new features build a closed-off social network for Apple, letting you share Apple News stories, Apple Music tracks and even hold FaceTime video chats with non-iPhone users.Zuckerberg has already said he considers Apple a major competitor because of iMessage. Now Apple is building out even more social features natively into iOS. And, of course, Apple will be able to promote the privacy of these social features, unlike Facebook.--Steve KovachApple announces iOS 15, newest version of iPhone’s softwareApple’s senior vice president in charge of software, Craig Federighi, announced iOS 15, the latest version of the iPhone operating system. This software typically releases for most users alongside new iPhones in the fall, but developers and early adopters can start using it earlier, typically during the summer.iOS 15 includes:FaceTime improvements, including 3D audio, portrait mode to blur backgrounds, and a grid view to speak to multiple people at the same time. Apple will also allow users to send links to schedule individual FaceTime calls, like Zoom links. Users can also share their screens or music, through a new software feature called ShareTime.FaceTime calls are also now supported on Windows and Android through a browser, the first time that FaceTime has been supported across platforms.An iMessage redesign, which includes features that turns messaged photos into galleries.A new feature called “shared with you” saves links that people sent you and puts them in one place so users can address them later. It works with Apple Music, Safari, Apple Podcasts, Apple TV and Apple News. Users can pin important messages featuring content.Redesigned notifications, including a feature that collects users notifications into a custom summary of all the notifications the user may have missed. The notifications are ordered by priority, and notifications by people will not be included so they won’t be missed.Users who have turned on “do not disturb” or a new “focus” mode will have their status shared with other users, like an away message.Focus mode can hide any apps that you don’t want to distract you.Camera improvements, including a feature called Live Text that can automatically identify and scan text in photographs.Apple’s machine learning will also be able to identify elements in photos, such as location or whether there’s a pet in the scene. Apple’s system search, Spotlight, will search these elements.A feature called Memories will use machine learning to combine photos into relevant galleries or animations and sometimes add music from Apple Music.Apple is also updating expanding the Wallet app functionality to include corporate badges as well as keys to get into hotels and houses with smart homes.Apple is also going to support scanning U.S. IDs, such as drivers licenses, into their wallet. Apple says it is only supported in some states for now, and the TSA will accept the credential.Apple CEO Tim Cook kicks off WWDCAfter a short comedy video focusing on software developers, Apple CEO Tim Cook has kicked off the show from the company’s headquarters in Cupertino, California. He came out on stage to a virtual crowd of avatars.— Kif LeswingFacebook CEO Mark Zuckerberg needles Apple ahead of its conferenceFacebook CEOMark Zuckerberg needled Applehours before its WWDC conference was scheduled to kick off.In a short poston his Facebook page, Zuckerberg announced a new Facebook feature enabling users to tip social media personalities. He said Facebook isn’t charging until at least 2023, and when it does, it will take less than the 30% fee Apple charges iPhone apps using in-app purchases.“To help more creators make a living on our platforms, we’re going to keep paid online events, fan subscriptions, badges, and our upcoming independent news products free for creators until 2023. And when we do introduce a revenue share, it will be less than the 30% that Apple and others take,” Zuckerberg wrote.Apple’s developer conference this year takes place at an uncertain time in Apple developer relations. Apple needs computer software companies to make apps for its platforms, which in turn makes its products more attractive to users.WWDC is aimed at getting those software makers excited about Apple. But Epic Games, Facebook and other firms have complained that Apple’s App Store rules are too stringent and its 30% fee for digital purchases is too high.— Kif LeswingApple’s web store remains onlineApple has historically taken down its online store for a few hours during a big launch, signaling exciting new products being added and building hype. But on Monday, the store was still up 15 minutes before WWDC was scheduled to kick off, suggesting no new major products.— Kif LeswingApple should bring Mac features to iPads todayI hope to see Apple bring some of the software features from MacBooks to iPads today.Thelatest MacsandiPad Pros run on the same M1 processor, so there’s enough power on the high-end iPads for running apps in multiple windows, like you would on a traditional computer, and support for using an external display for any app.A report fromBloombergover the weekend suggested we’ll at least see improvements to iPad multitasking, so it seems like my wish is at least plausible.Apple has so far said it sees iPads and Macs as totally different devices with different use cases, so I don’t expect a complete merge of the operating systems.-- Todd HaseltonThe Apple-developer love fest is overIn normal times, WWDC is a love fest between Apple and the developers who keep itsmassively profitable App Store chugging along.But this year is going to be different. The disputes over App Store fees between Apple and big-name developers likeSpotifyhave spilled into the public view in recent months. That’s especially apparent with thelegal battle between Apple and Epic Games. The two companies went through a three-week trial last month, and the judge’s decision in the case could alter the power dynamics between Apple and app developers.In the past, developers remained quiet about their complaints with Apple’s App Store rules, lest they draw the ire of Tim Cook and company and risk their access to the App Store. But thanks to groups like theCoalition for App Fairnessand the overall anti-Big Tech sentiment in Western governments, developers now feel emboldened to make their complaints known.I’m most interested to see how Apple uses this year’s WWDC to highlight the benefits it can offer developers while still protecting one of its massive profit centers, the App Store.-- Steve Kovach","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135378445,"gmtCreate":1622137498187,"gmtModify":1634183516791,"author":{"id":"3574156765565189","authorId":"3574156765565189","name":"Foros","avatar":"https://static.tigerbbs.com/4aab8cbc5838ac3992a3d449f933303e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574156765565189","authorIdStr":"3574156765565189"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/135378445","repostId":"1119259925","repostType":4,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}