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2021-04-24

hmmm

3 Reasons Netflix Should Get Into Advertising

2021-04-07

[微笑]

Apple and Microsoft Are Top Tech to Watch as Earnings Begin

2021-03-17

Stimulus not so stimulus to markets?

Why $40 billion in stimulus won’t go ‘into’ stocks

2021-03-17

VW OR TESLA?

Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager

2021-03-17

interesting

Volkswagen Is Coming After Tesla. What It Means for Both Stocks.

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Every time, Netflix has always given the same answer: hard pass.</p>\n<p>Netflix CEO Reed Hastings appreciates the simplicity of the streamer's business model, seeing its simple value proposition as a strength. From a consumer perspective, it's very easy to understand how Netflix works. You pay a monthly fee, and you get all the entertainment you want with no ads. He also seems to think advertising would distract from the company's focus on pleasing customers, and potentially attract controversy over data collection, as he said in the earnings call in January 2020. He also believes that competing with ad heavyweights like <b>Alphabet</b>'s Google and <b><a href=\"https://laohu8.com/S/FB\">Facebook</a> </b>would be difficult, as Netflix would have to essentially take market share from them.</p>\n<p>However, the streaming universe has evolved considerably since then, and Netflix needs to be open to updating its business. It faces new competition from a wide range of legacy media companies and others, including <b>Walt Disney</b>'s Disney+, <b>Apple</b>'s Apple TV+, <b>Comcast's </b>Peacock, HBOMax from <b>AT&amp;T</b>, Paramount+ from <b>ViacomCBS</b>, and <b><a href=\"https://laohu8.com/S/DISCB\">Discovery Communications</a></b>' Discovery+.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622221%2Fnetflix-hollywood-mural.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Netflix.</span></p>\n<p>As Netflix seeks new ways to stay ahead of the competition and deliver value for investors, advertising is starting to look like an appealing option. Here's why.</p>\n<h2>1. The domestic market is maturing</h2>\n<p>For Netflix, 2020 was a banner year. The company added 32.6 million new subscribers globally, just 6.3 million of whom came from North America, even with the lockdowns and social distancing policies in effect during the pandemic. In the first quarter of 2021, it added just 450,000 net new members in North America, its weakest first quarter in the region since it launched streaming.</p>\n<p>Netflix is maturing in its home market, and it could approach a saturation point soon, as it already claims half of the households in the U.S. and Canada as customers. The company has also reached its target of 60 million to 90 million households in the U.S., as it finished last year with 74.4 million members in North America.</p>\n<p>However, Netflix still needs to find ways to grow its North American business, and increasing its subscriber base by less than 10% annually isn't going to be enough. That helps explain why Netflix raised prices in the U.S. earlier this year, increasing the fee on its standard package from $12.99/month to $13.99/month. But raising prices every year isn't sustainable, especially with mounting competition.</p>\n<p>That makes an ad-based tier an excellent option for Americans who may not want to pay full price for Netflix. If the streamer had a lower-priced ad-supported tier, it would also be easier for it to raise prices on its ad-free service, as it would still offer something for price-sensitive customers. Netflix has also said it would crack down on password sharing, and offering an ad-based option would be another way to appeal to customers who might otherwise just use a friend's account.</p>\n<h2>2. Connected TV is booming</h2>\n<p>The market for ad-driven streaming, or Connected TV (CTV), has surged during the pandemic, as have stocks with exposure to the category like <b>Roku</b>, <b>The Trade Desk</b>, and <b>Magnite</b>. A number of ad tech stocks have reported high double-digit percentage -- or even triple-digit -- growth in the category as the massive linear TV ad market begins to shift over to CTV. At Roku, the leading streaming device maker, platform revenue, which advertising is a significant component of, rose 71% last year to $1.27 billion.</p>\n<p>EMarketer expects the U.S. CTV market to grow 38% this year to $11.4 billion, and to more than double from 2020 to reach $18.3 billion in 2024.</p>\n<p>Advertisers love CTV for a number of reasons. Video ads convert better than ads on other formats. Streaming also offers a captive audience with ads that are difficult to skip, and it offers a level of granular data that linear TV can't compete with. CTV is also the only way for brands to do targeted advertising on television, giving them a much larger screen than they get with a mobile device.</p>\n<p>As CTV streaming options and audience sizes grow, its appeal to advertisers will only increase.</p>\n<h2>3. Advertising is a high-margin business</h2>\n<p>Hastings dismissed the potential for Netflix in advertising because it would be too difficult to compete with digital ad powerhouses like Google and Facebook, but the fast-growing CTV market shows that's not really accurate. As the streaming leader, Netflix can offer something that search-based and social media ads can't -- and as the streaming leader, Netflix would likely be the CTV leader if it wanted to be.</p>\n<p>Not surprisingly, brands would love the opportunity to advertise on Netflix. One media consultant told <i>Ad Week </i>early last year, \"It's such an opportunity for them (Netflix), not just to offer something ad-supported, but to put their own spin on it. There's such a need and a hunger, from an advertising point of view, for brand-safe premium video, and there are so many advertisers that would love to creatively work with them and do it in a tasteful way.\"</p>\n<p>The experience of other digital ad companies shows that it would almost certainly be a lucrative business for Netflix. The content is already in place, and the company has 75 million subscribers in North America happy to pay for it, many of whom watch hours of content each day. At Disney-owned Hulu, the ad business actually brings in more revenue than ad-free subscribers. In its most recent quarter, average revenue per Hulu streaming subscriber was $13.51 per month, compared to just $11.99 for an ad-free subscription.</p>\n<p>Building an ad business from scratch isn't easy, but Netflix already has relationships with brands through creative partnerships. That includes product placements and tie-ins through Netflix's social media accounts, including partner products like Subway sandwiches. <i>Stranger Things</i>, the hit '80s-based sci-fi show, had deals with 75 companies.</p>\n<p>Hastings has made his feelings on advertising clear, and Netflix will likely avoid it for the foreseeable future. But as domestic subscriber growth slows and CTV ramps up, calls for an ad-based option could get louder. Over the long term as Netflix matures, an ad-based tier seems almost inevitable.</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 Reasons Netflix Should Get Into Advertising</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 Reasons Netflix Should Get Into Advertising\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For almost as long as Netflix (NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129350497","content_text":"For almost as long as Netflix (NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same answer: hard pass.\nNetflix CEO Reed Hastings appreciates the simplicity of the streamer's business model, seeing its simple value proposition as a strength. From a consumer perspective, it's very easy to understand how Netflix works. You pay a monthly fee, and you get all the entertainment you want with no ads. He also seems to think advertising would distract from the company's focus on pleasing customers, and potentially attract controversy over data collection, as he said in the earnings call in January 2020. He also believes that competing with ad heavyweights like Alphabet's Google and Facebook would be difficult, as Netflix would have to essentially take market share from them.\nHowever, the streaming universe has evolved considerably since then, and Netflix needs to be open to updating its business. It faces new competition from a wide range of legacy media companies and others, including Walt Disney's Disney+, Apple's Apple TV+, Comcast's Peacock, HBOMax from AT&T, Paramount+ from ViacomCBS, and Discovery Communications' Discovery+.\nImage source: Netflix.\nAs Netflix seeks new ways to stay ahead of the competition and deliver value for investors, advertising is starting to look like an appealing option. Here's why.\n1. The domestic market is maturing\nFor Netflix, 2020 was a banner year. The company added 32.6 million new subscribers globally, just 6.3 million of whom came from North America, even with the lockdowns and social distancing policies in effect during the pandemic. In the first quarter of 2021, it added just 450,000 net new members in North America, its weakest first quarter in the region since it launched streaming.\nNetflix is maturing in its home market, and it could approach a saturation point soon, as it already claims half of the households in the U.S. and Canada as customers. The company has also reached its target of 60 million to 90 million households in the U.S., as it finished last year with 74.4 million members in North America.\nHowever, Netflix still needs to find ways to grow its North American business, and increasing its subscriber base by less than 10% annually isn't going to be enough. That helps explain why Netflix raised prices in the U.S. earlier this year, increasing the fee on its standard package from $12.99/month to $13.99/month. But raising prices every year isn't sustainable, especially with mounting competition.\nThat makes an ad-based tier an excellent option for Americans who may not want to pay full price for Netflix. If the streamer had a lower-priced ad-supported tier, it would also be easier for it to raise prices on its ad-free service, as it would still offer something for price-sensitive customers. Netflix has also said it would crack down on password sharing, and offering an ad-based option would be another way to appeal to customers who might otherwise just use a friend's account.\n2. Connected TV is booming\nThe market for ad-driven streaming, or Connected TV (CTV), has surged during the pandemic, as have stocks with exposure to the category like Roku, The Trade Desk, and Magnite. A number of ad tech stocks have reported high double-digit percentage -- or even triple-digit -- growth in the category as the massive linear TV ad market begins to shift over to CTV. At Roku, the leading streaming device maker, platform revenue, which advertising is a significant component of, rose 71% last year to $1.27 billion.\nEMarketer expects the U.S. CTV market to grow 38% this year to $11.4 billion, and to more than double from 2020 to reach $18.3 billion in 2024.\nAdvertisers love CTV for a number of reasons. Video ads convert better than ads on other formats. Streaming also offers a captive audience with ads that are difficult to skip, and it offers a level of granular data that linear TV can't compete with. CTV is also the only way for brands to do targeted advertising on television, giving them a much larger screen than they get with a mobile device.\nAs CTV streaming options and audience sizes grow, its appeal to advertisers will only increase.\n3. Advertising is a high-margin business\nHastings dismissed the potential for Netflix in advertising because it would be too difficult to compete with digital ad powerhouses like Google and Facebook, but the fast-growing CTV market shows that's not really accurate. As the streaming leader, Netflix can offer something that search-based and social media ads can't -- and as the streaming leader, Netflix would likely be the CTV leader if it wanted to be.\nNot surprisingly, brands would love the opportunity to advertise on Netflix. One media consultant told Ad Week early last year, \"It's such an opportunity for them (Netflix), not just to offer something ad-supported, but to put their own spin on it. There's such a need and a hunger, from an advertising point of view, for brand-safe premium video, and there are so many advertisers that would love to creatively work with them and do it in a tasteful way.\"\nThe experience of other digital ad companies shows that it would almost certainly be a lucrative business for Netflix. The content is already in place, and the company has 75 million subscribers in North America happy to pay for it, many of whom watch hours of content each day. At Disney-owned Hulu, the ad business actually brings in more revenue than ad-free subscribers. In its most recent quarter, average revenue per Hulu streaming subscriber was $13.51 per month, compared to just $11.99 for an ad-free subscription.\nBuilding an ad business from scratch isn't easy, but Netflix already has relationships with brands through creative partnerships. That includes product placements and tie-ins through Netflix's social media accounts, including partner products like Subway sandwiches. Stranger Things, the hit '80s-based sci-fi show, had deals with 75 companies.\nHastings has made his feelings on advertising clear, and Netflix will likely avoid it for the foreseeable future. But as domestic subscriber growth slows and CTV ramps up, calls for an ad-based option could get louder. Over the long term as Netflix matures, an ad-based tier seems almost inevitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":341873302,"gmtCreate":1617805332706,"gmtModify":1634296402517,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341873302","repostId":"1143956197","repostType":2,"repost":{"id":"1143956197","kind":"news","pubTimestamp":1617804758,"share":"https://www.laohu8.com/m/news/1143956197?lang=&edition=full","pubTime":"2021-04-07 22:12","market":"us","language":"en","title":"Apple and Microsoft Are Top Tech to Watch as Earnings Begin","url":"https://stock-news.laohu8.com/highlight/detail?id=1143956197","media":"TheStreet","summary":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings seas","content":"<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p>\n<p>Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.</p>\n<p>In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.</p>\n<p>“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.</p>\n<p>For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p>\n<p>Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.</p>\n<p>Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.</p>\n<p>Ives and his team have outperform ratings on all three companies.</p>\n<p>At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Are Top Tech to Watch as Earnings Begin</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 and Microsoft Are Top Tech to Watch as Earnings Begin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three ...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NUAN":"微妙通讯","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143956197","content_text":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.\nIn a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.\n“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.\nFor Apple, Ives sees the“Supercycle” thesis playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.\nMicrosoft also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon in the web-services world.\nHealthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data becomes front and center.\nIves and his team have outperform ratings on all three companies.\nAt last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324112838,"gmtCreate":1615973920924,"gmtModify":1703495729158,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"Stimulus not so stimulus to markets?","listText":"Stimulus not so stimulus to markets?","text":"Stimulus not so stimulus to markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324112838","repostId":"1149837805","repostType":4,"repost":{"id":"1149837805","kind":"news","pubTimestamp":1615971667,"share":"https://www.laohu8.com/m/news/1149837805?lang=&edition=full","pubTime":"2021-03-17 17:01","market":"us","language":"en","title":"Why $40 billion in stimulus won’t go ‘into’ stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1149837805","media":"MarketWatch","summary":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts becau","content":"<p>It’s a simple logical error</p>\n<p><img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p>\n<p>If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p>\n<p>The same goes for bitcoin.</p>\n<p>Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p>\n<p>That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p>\n<p>Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p>\n<p>And the Wall Street hucksters made the same argument.</p>\n<p>But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p>\n<p>It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p>\n<p>Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p>\n<p>Every time a security is bought, one must be sold.</p>\n<p>Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p>\n<p>Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p>\n<p>If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p>\n<p>Er…$40 billion.</p>\n<p>And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p>\n<p>It is not a coincidence that the figures match.</p>\n<p>I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p>\n<p>None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p>\n<p>The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p>\n<p>Is that possible? Obviously.</p>\n<p>Is it likely? Maybe.</p>\n<p>On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p>\n<p>You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p>\n<p>For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p>\n<p>Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p>\n<p>Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</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>Why $40 billion in stimulus won’t go ‘into’ stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $40 billion in stimulus won’t go ‘into’ stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?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":{".IXIC":"NASDAQ Composite","VTI":"大盘指数ETF-Vanguard MSCI",".SPX":"S&P 500 Index","AAPL":"苹果",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1149837805","content_text":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\nMizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.\nThat,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.\nRecently Deutsche Bank estimated young individual investors were ready to pour $170 billion into the market.\nAnd the Wall Street hucksters made the same argument.\nBut it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)\nIt’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.\nStimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.\nEvery time a security is bought, one must be sold.\nPretty obvious, right? If I buy your Apple stock, then you…er…have to sell it to me. I buy, you sell.\nImagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.\nIf investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).\nEr…$40 billion.\nAnd if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.\nIt is not a coincidence that the figures match.\nI have $10, you have a share. I buy your share. Now I have your share…and you have my $10.\nNone of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.\nThe more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.\nIs that possible? Obviously.\nIs it likely? Maybe.\nOn the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.\nYou might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.\nFor those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.\nWhether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.\nMeanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324118959,"gmtCreate":1615973761171,"gmtModify":1703495725160,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"VW OR TESLA?","listText":"VW OR TESLA?","text":"VW OR TESLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324118959","repostId":"1109882540","repostType":4,"repost":{"id":"1109882540","kind":"news","pubTimestamp":1615972313,"share":"https://www.laohu8.com/m/news/1109882540?lang=&edition=full","pubTime":"2021-03-17 17:11","market":"us","language":"en","title":"Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager","url":"https://stock-news.laohu8.com/highlight/detail?id=1109882540","media":"Benzinga","summary":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the ","content":"<p><b>Tesla Inc</b>&nbsp;TSLA&nbsp;shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.</p>\n<p><b>What Happened:</b>&nbsp;Lekander has a short position on the Tesla stock and is bullish on German automaker<b>Volkswagen AG</b>VWAGY.</p>\n<p>The market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.</p>\n<p>Lekander believes there is an opportunity for incumbents to make a comeback in 2021.</p>\n<p>“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.</p>\n<p>“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”</p>\n<p>Drawing comparisons with the dot-com boom of 1999, he pointed out how<b>Cisco Systems Inc</b>CSCO, a poster child in 2000 has a much higher market value today than it had then.</p>\n<p>“It didn’t stop it from going down 80% first,” Lekander said.</p>\n<p><b>Why It Matters:</b>&nbsp;Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.</p>\n<p>UBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals like<b>Nio Inc</b>NIO 0.02%or<b>Xpeng Inc</b>XPEV 0.13%.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/29727dc0f6aa397bf1ce4e55dae2afc5\" tg-width=\"702\" tg-height=\"165\"></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager</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 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">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.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109882540","content_text":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: Lekander has a short position on the Tesla stock and is bullish on German automakerVolkswagen AGVWAGY.\nThe market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.\nLekander believes there is an opportunity for incumbents to make a comeback in 2021.\n“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.\n“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”\nDrawing comparisons with the dot-com boom of 1999, he pointed out howCisco Systems IncCSCO, a poster child in 2000 has a much higher market value today than it had then.\n“It didn’t stop it from going down 80% first,” Lekander said.\nWhy It Matters: Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.\nUBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals likeNio IncNIO 0.02%orXpeng IncXPEV 0.13%.\nPrice Action: Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324130561,"gmtCreate":1615972309853,"gmtModify":1703495706336,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324130561","repostId":"1170182904","repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://www.laohu8.com/m/news/1170182904?lang=&edition=full","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</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>Volkswagen Is Coming After Tesla. What It Means for Both Stocks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVolkswagen Is Coming After Tesla. What It Means for Both Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past ...</p>\n\n<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAF":"Volkswagen AG","VWAGY":"大众汽车ADR","TSLA":"特斯拉","VLKAY":"大众汽车"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":341873302,"gmtCreate":1617805332706,"gmtModify":1634296402517,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341873302","repostId":"1143956197","repostType":2,"repost":{"id":"1143956197","kind":"news","pubTimestamp":1617804758,"share":"https://www.laohu8.com/m/news/1143956197?lang=&edition=full","pubTime":"2021-04-07 22:12","market":"us","language":"en","title":"Apple and Microsoft Are Top Tech to Watch as Earnings Begin","url":"https://stock-news.laohu8.com/highlight/detail?id=1143956197","media":"TheStreet","summary":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings seas","content":"<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.</p>\n<p>Apple, Microsoft&nbsp;and Nuance Communications&nbsp;are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.</p>\n<p>In a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.</p>\n<p>“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.</p>\n<p>For Apple, Ives sees the“Supercycle” thesis&nbsp;playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.</p>\n<p>Microsoft&nbsp;also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon&nbsp;in the web-services world.</p>\n<p>Healthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data&nbsp;becomes front and center.</p>\n<p>Ives and his team have outperform ratings on all three companies.</p>\n<p>At last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple and Microsoft Are Top Tech to Watch as Earnings Begin</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 and Microsoft Are Top Tech to Watch as Earnings Begin\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three ...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NUAN":"微妙通讯","MSFT":"微软","AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/apple-microsoft-nuance-earnings-dan-ives-wedbush-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143956197","content_text":"Apple, Microsoft and Nuance are the top three tech companies to watch as first-quarter earnings season begins, say analysts at Wedbush.\nApple, Microsoft and Nuance Communications are the top three tech companies to watch as first-quarter earnings begin rolling out, with the trio poised to show better-than-expected earnings, sales and fundamentals thanks to their rising the fourth industrial revolution.\nIn a research note to clients on Wednesday, Wedbush Securities analysts Dan Ives and Strecker Backe said that while valuations will continue to be an emotional bull/bear debate, “… the fundamental growth on the horizon for these next-generation technologies is unprecedented as this fourth Industrial Revolution begins to take hold across the tech landscape.\n“We believe first-quarter earnings over the next month will be a major positive catalyst for tech names as our checks continue to show robust fundamentals/deal activity across the board,” the analysts wrote, adding that a 25% to 30% upward move for tech stocks is potentially in the cards through the remainder of the year, despite lingering rotation fears.\nFor Apple, Ives sees the“Supercycle” thesis playing out in both the March and June quarters, with the Cupertino, Calif. giant selling north of 240 million iPhones - well above current forecasts of 220 million for full-year 2021 and besting its previous record of 231 million units sold in 2015.\nMicrosoft also is poised to be a long-term winner, based on Ives’ team’s field checks, with the Redmond, Wash.-based software giant making progress in the cloud arms race with growth of Azure, a move that they say will continue to narrow the gap between Microsoft and Amazon in the web-services world.\nHealthcare cloud giant Nuance, meantime, is another Wedbush favorite as the company continues to be laser-focused on building a global cloud healthcare and AI-driven business as more hospital-wide deployments shift to the cloud, especially as the focus on cloud, security, and sharing healthcare data becomes front and center.\nIves and his team have outperform ratings on all three companies.\nAt last check, shares of Apple were down 0.42% at $125.68, while shares of Microsoft were up 0.35% at $248.72. Shares of Nuance were up 0.32% at $44.37.","news_type":1},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324130561,"gmtCreate":1615972309853,"gmtModify":1703495706336,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324130561","repostId":"1170182904","repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://www.laohu8.com/m/news/1170182904?lang=&edition=full","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</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>Volkswagen Is Coming After Tesla. What It Means for Both Stocks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVolkswagen Is Coming After Tesla. What It Means for Both Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past ...</p>\n\n<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAF":"Volkswagen AG","VWAGY":"大众汽车ADR","TSLA":"特斯拉","VLKAY":"大众汽车"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372410809,"gmtCreate":1619232831501,"gmtModify":1634287566309,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"hmmm","listText":"hmmm","text":"hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372410809","repostId":"2129350497","repostType":4,"repost":{"id":"2129350497","kind":"highlight","pubTimestamp":1619188302,"share":"https://www.laohu8.com/m/news/2129350497?lang=&edition=full","pubTime":"2021-04-23 22:31","market":"us","language":"en","title":"3 Reasons Netflix Should Get Into Advertising","url":"https://stock-news.laohu8.com/highlight/detail?id=2129350497","media":"Motley Fool","summary":"As subscriber growth slows, a new revenue stream becomes more appealing.","content":"<p>For almost as long as <b>Netflix </b>(NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same answer: hard pass.</p>\n<p>Netflix CEO Reed Hastings appreciates the simplicity of the streamer's business model, seeing its simple value proposition as a strength. From a consumer perspective, it's very easy to understand how Netflix works. You pay a monthly fee, and you get all the entertainment you want with no ads. He also seems to think advertising would distract from the company's focus on pleasing customers, and potentially attract controversy over data collection, as he said in the earnings call in January 2020. He also believes that competing with ad heavyweights like <b>Alphabet</b>'s Google and <b><a href=\"https://laohu8.com/S/FB\">Facebook</a> </b>would be difficult, as Netflix would have to essentially take market share from them.</p>\n<p>However, the streaming universe has evolved considerably since then, and Netflix needs to be open to updating its business. It faces new competition from a wide range of legacy media companies and others, including <b>Walt Disney</b>'s Disney+, <b>Apple</b>'s Apple TV+, <b>Comcast's </b>Peacock, HBOMax from <b>AT&amp;T</b>, Paramount+ from <b>ViacomCBS</b>, and <b><a href=\"https://laohu8.com/S/DISCB\">Discovery Communications</a></b>' Discovery+.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F622221%2Fnetflix-hollywood-mural.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"467\"><span>Image source: Netflix.</span></p>\n<p>As Netflix seeks new ways to stay ahead of the competition and deliver value for investors, advertising is starting to look like an appealing option. Here's why.</p>\n<h2>1. The domestic market is maturing</h2>\n<p>For Netflix, 2020 was a banner year. The company added 32.6 million new subscribers globally, just 6.3 million of whom came from North America, even with the lockdowns and social distancing policies in effect during the pandemic. In the first quarter of 2021, it added just 450,000 net new members in North America, its weakest first quarter in the region since it launched streaming.</p>\n<p>Netflix is maturing in its home market, and it could approach a saturation point soon, as it already claims half of the households in the U.S. and Canada as customers. The company has also reached its target of 60 million to 90 million households in the U.S., as it finished last year with 74.4 million members in North America.</p>\n<p>However, Netflix still needs to find ways to grow its North American business, and increasing its subscriber base by less than 10% annually isn't going to be enough. That helps explain why Netflix raised prices in the U.S. earlier this year, increasing the fee on its standard package from $12.99/month to $13.99/month. But raising prices every year isn't sustainable, especially with mounting competition.</p>\n<p>That makes an ad-based tier an excellent option for Americans who may not want to pay full price for Netflix. If the streamer had a lower-priced ad-supported tier, it would also be easier for it to raise prices on its ad-free service, as it would still offer something for price-sensitive customers. Netflix has also said it would crack down on password sharing, and offering an ad-based option would be another way to appeal to customers who might otherwise just use a friend's account.</p>\n<h2>2. Connected TV is booming</h2>\n<p>The market for ad-driven streaming, or Connected TV (CTV), has surged during the pandemic, as have stocks with exposure to the category like <b>Roku</b>, <b>The Trade Desk</b>, and <b>Magnite</b>. A number of ad tech stocks have reported high double-digit percentage -- or even triple-digit -- growth in the category as the massive linear TV ad market begins to shift over to CTV. At Roku, the leading streaming device maker, platform revenue, which advertising is a significant component of, rose 71% last year to $1.27 billion.</p>\n<p>EMarketer expects the U.S. CTV market to grow 38% this year to $11.4 billion, and to more than double from 2020 to reach $18.3 billion in 2024.</p>\n<p>Advertisers love CTV for a number of reasons. Video ads convert better than ads on other formats. Streaming also offers a captive audience with ads that are difficult to skip, and it offers a level of granular data that linear TV can't compete with. CTV is also the only way for brands to do targeted advertising on television, giving them a much larger screen than they get with a mobile device.</p>\n<p>As CTV streaming options and audience sizes grow, its appeal to advertisers will only increase.</p>\n<h2>3. Advertising is a high-margin business</h2>\n<p>Hastings dismissed the potential for Netflix in advertising because it would be too difficult to compete with digital ad powerhouses like Google and Facebook, but the fast-growing CTV market shows that's not really accurate. As the streaming leader, Netflix can offer something that search-based and social media ads can't -- and as the streaming leader, Netflix would likely be the CTV leader if it wanted to be.</p>\n<p>Not surprisingly, brands would love the opportunity to advertise on Netflix. One media consultant told <i>Ad Week </i>early last year, \"It's such an opportunity for them (Netflix), not just to offer something ad-supported, but to put their own spin on it. There's such a need and a hunger, from an advertising point of view, for brand-safe premium video, and there are so many advertisers that would love to creatively work with them and do it in a tasteful way.\"</p>\n<p>The experience of other digital ad companies shows that it would almost certainly be a lucrative business for Netflix. The content is already in place, and the company has 75 million subscribers in North America happy to pay for it, many of whom watch hours of content each day. At Disney-owned Hulu, the ad business actually brings in more revenue than ad-free subscribers. In its most recent quarter, average revenue per Hulu streaming subscriber was $13.51 per month, compared to just $11.99 for an ad-free subscription.</p>\n<p>Building an ad business from scratch isn't easy, but Netflix already has relationships with brands through creative partnerships. That includes product placements and tie-ins through Netflix's social media accounts, including partner products like Subway sandwiches. <i>Stranger Things</i>, the hit '80s-based sci-fi show, had deals with 75 companies.</p>\n<p>Hastings has made his feelings on advertising clear, and Netflix will likely avoid it for the foreseeable future. But as domestic subscriber growth slows and CTV ramps up, calls for an ad-based option could get louder. Over the long term as Netflix matures, an ad-based tier seems almost inevitable.</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 Reasons Netflix Should Get Into Advertising</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 Reasons Netflix Should Get Into Advertising\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 22:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For almost as long as Netflix (NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/04/23/3-reasons-netflix-should-get-into-advertising/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129350497","content_text":"For almost as long as Netflix (NASDAQ:NFLX) has had a streaming service, investors and analysts have asked if the company will get into advertising. Every time, Netflix has always given the same answer: hard pass.\nNetflix CEO Reed Hastings appreciates the simplicity of the streamer's business model, seeing its simple value proposition as a strength. From a consumer perspective, it's very easy to understand how Netflix works. You pay a monthly fee, and you get all the entertainment you want with no ads. He also seems to think advertising would distract from the company's focus on pleasing customers, and potentially attract controversy over data collection, as he said in the earnings call in January 2020. He also believes that competing with ad heavyweights like Alphabet's Google and Facebook would be difficult, as Netflix would have to essentially take market share from them.\nHowever, the streaming universe has evolved considerably since then, and Netflix needs to be open to updating its business. It faces new competition from a wide range of legacy media companies and others, including Walt Disney's Disney+, Apple's Apple TV+, Comcast's Peacock, HBOMax from AT&T, Paramount+ from ViacomCBS, and Discovery Communications' Discovery+.\nImage source: Netflix.\nAs Netflix seeks new ways to stay ahead of the competition and deliver value for investors, advertising is starting to look like an appealing option. Here's why.\n1. The domestic market is maturing\nFor Netflix, 2020 was a banner year. The company added 32.6 million new subscribers globally, just 6.3 million of whom came from North America, even with the lockdowns and social distancing policies in effect during the pandemic. In the first quarter of 2021, it added just 450,000 net new members in North America, its weakest first quarter in the region since it launched streaming.\nNetflix is maturing in its home market, and it could approach a saturation point soon, as it already claims half of the households in the U.S. and Canada as customers. The company has also reached its target of 60 million to 90 million households in the U.S., as it finished last year with 74.4 million members in North America.\nHowever, Netflix still needs to find ways to grow its North American business, and increasing its subscriber base by less than 10% annually isn't going to be enough. That helps explain why Netflix raised prices in the U.S. earlier this year, increasing the fee on its standard package from $12.99/month to $13.99/month. But raising prices every year isn't sustainable, especially with mounting competition.\nThat makes an ad-based tier an excellent option for Americans who may not want to pay full price for Netflix. If the streamer had a lower-priced ad-supported tier, it would also be easier for it to raise prices on its ad-free service, as it would still offer something for price-sensitive customers. Netflix has also said it would crack down on password sharing, and offering an ad-based option would be another way to appeal to customers who might otherwise just use a friend's account.\n2. Connected TV is booming\nThe market for ad-driven streaming, or Connected TV (CTV), has surged during the pandemic, as have stocks with exposure to the category like Roku, The Trade Desk, and Magnite. A number of ad tech stocks have reported high double-digit percentage -- or even triple-digit -- growth in the category as the massive linear TV ad market begins to shift over to CTV. At Roku, the leading streaming device maker, platform revenue, which advertising is a significant component of, rose 71% last year to $1.27 billion.\nEMarketer expects the U.S. CTV market to grow 38% this year to $11.4 billion, and to more than double from 2020 to reach $18.3 billion in 2024.\nAdvertisers love CTV for a number of reasons. Video ads convert better than ads on other formats. Streaming also offers a captive audience with ads that are difficult to skip, and it offers a level of granular data that linear TV can't compete with. CTV is also the only way for brands to do targeted advertising on television, giving them a much larger screen than they get with a mobile device.\nAs CTV streaming options and audience sizes grow, its appeal to advertisers will only increase.\n3. Advertising is a high-margin business\nHastings dismissed the potential for Netflix in advertising because it would be too difficult to compete with digital ad powerhouses like Google and Facebook, but the fast-growing CTV market shows that's not really accurate. As the streaming leader, Netflix can offer something that search-based and social media ads can't -- and as the streaming leader, Netflix would likely be the CTV leader if it wanted to be.\nNot surprisingly, brands would love the opportunity to advertise on Netflix. One media consultant told Ad Week early last year, \"It's such an opportunity for them (Netflix), not just to offer something ad-supported, but to put their own spin on it. There's such a need and a hunger, from an advertising point of view, for brand-safe premium video, and there are so many advertisers that would love to creatively work with them and do it in a tasteful way.\"\nThe experience of other digital ad companies shows that it would almost certainly be a lucrative business for Netflix. The content is already in place, and the company has 75 million subscribers in North America happy to pay for it, many of whom watch hours of content each day. At Disney-owned Hulu, the ad business actually brings in more revenue than ad-free subscribers. In its most recent quarter, average revenue per Hulu streaming subscriber was $13.51 per month, compared to just $11.99 for an ad-free subscription.\nBuilding an ad business from scratch isn't easy, but Netflix already has relationships with brands through creative partnerships. That includes product placements and tie-ins through Netflix's social media accounts, including partner products like Subway sandwiches. Stranger Things, the hit '80s-based sci-fi show, had deals with 75 companies.\nHastings has made his feelings on advertising clear, and Netflix will likely avoid it for the foreseeable future. But as domestic subscriber growth slows and CTV ramps up, calls for an ad-based option could get louder. Over the long term as Netflix matures, an ad-based tier seems almost inevitable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324118959,"gmtCreate":1615973761171,"gmtModify":1703495725160,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"VW OR TESLA?","listText":"VW OR TESLA?","text":"VW OR TESLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324118959","repostId":"1109882540","repostType":4,"repost":{"id":"1109882540","kind":"news","pubTimestamp":1615972313,"share":"https://www.laohu8.com/m/news/1109882540?lang=&edition=full","pubTime":"2021-03-17 17:11","market":"us","language":"en","title":"Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager","url":"https://stock-news.laohu8.com/highlight/detail?id=1109882540","media":"Benzinga","summary":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the ","content":"<p><b>Tesla Inc</b>&nbsp;TSLA&nbsp;shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.</p>\n<p><b>What Happened:</b>&nbsp;Lekander has a short position on the Tesla stock and is bullish on German automaker<b>Volkswagen AG</b>VWAGY.</p>\n<p>The market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.</p>\n<p>Lekander believes there is an opportunity for incumbents to make a comeback in 2021.</p>\n<p>“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.</p>\n<p>“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”</p>\n<p>Drawing comparisons with the dot-com boom of 1999, he pointed out how<b>Cisco Systems Inc</b>CSCO, a poster child in 2000 has a much higher market value today than it had then.</p>\n<p>“It didn’t stop it from going down 80% first,” Lekander said.</p>\n<p><b>Why It Matters:</b>&nbsp;Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.</p>\n<p>UBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals like<b>Nio Inc</b>NIO 0.02%or<b>Xpeng Inc</b>XPEV 0.13%.</p>\n<p><b>Price Action:</b>&nbsp;Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/29727dc0f6aa397bf1ce4e55dae2afc5\" tg-width=\"702\" tg-height=\"165\"></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager</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 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">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.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109882540","content_text":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: Lekander has a short position on the Tesla stock and is bullish on German automakerVolkswagen AGVWAGY.\nThe market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.\nLekander believes there is an opportunity for incumbents to make a comeback in 2021.\n“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.\n“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”\nDrawing comparisons with the dot-com boom of 1999, he pointed out howCisco Systems IncCSCO, a poster child in 2000 has a much higher market value today than it had then.\n“It didn’t stop it from going down 80% first,” Lekander said.\nWhy It Matters: Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.\nUBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals likeNio IncNIO 0.02%orXpeng IncXPEV 0.13%.\nPrice Action: Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324112838,"gmtCreate":1615973920924,"gmtModify":1703495729158,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575929684948138","idStr":"3575929684948138"},"themes":[],"htmlText":"Stimulus not so stimulus to markets?","listText":"Stimulus not so stimulus to markets?","text":"Stimulus not so stimulus to markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324112838","repostId":"1149837805","repostType":4,"repost":{"id":"1149837805","kind":"news","pubTimestamp":1615971667,"share":"https://www.laohu8.com/m/news/1149837805?lang=&edition=full","pubTime":"2021-03-17 17:01","market":"us","language":"en","title":"Why $40 billion in stimulus won’t go ‘into’ stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1149837805","media":"MarketWatch","summary":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts becau","content":"<p>It’s a simple logical error</p>\n<p><img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p>\n<p>If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p>\n<p>The same goes for bitcoin.</p>\n<p>Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p>\n<p>That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p>\n<p>Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p>\n<p>And the Wall Street hucksters made the same argument.</p>\n<p>But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p>\n<p>It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p>\n<p>Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p>\n<p>Every time a security is bought, one must be sold.</p>\n<p>Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p>\n<p>Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p>\n<p>If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p>\n<p>Er…$40 billion.</p>\n<p>And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p>\n<p>It is not a coincidence that the figures match.</p>\n<p>I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p>\n<p>None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p>\n<p>The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p>\n<p>Is that possible? Obviously.</p>\n<p>Is it likely? Maybe.</p>\n<p>On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p>\n<p>You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p>\n<p>For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p>\n<p>Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p>\n<p>Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</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>Why $40 billion in stimulus won’t go ‘into’ stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $40 billion in stimulus won’t go ‘into’ stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?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":{".IXIC":"NASDAQ Composite","VTI":"大盘指数ETF-Vanguard MSCI",".SPX":"S&P 500 Index","AAPL":"苹果",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1149837805","content_text":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\nMizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.\nThat,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.\nRecently Deutsche Bank estimated young individual investors were ready to pour $170 billion into the market.\nAnd the Wall Street hucksters made the same argument.\nBut it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)\nIt’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.\nStimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.\nEvery time a security is bought, one must be sold.\nPretty obvious, right? If I buy your Apple stock, then you…er…have to sell it to me. I buy, you sell.\nImagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.\nIf investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).\nEr…$40 billion.\nAnd if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.\nIt is not a coincidence that the figures match.\nI have $10, you have a share. I buy your share. Now I have your share…and you have my $10.\nNone of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.\nThe more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.\nIs that possible? Obviously.\nIs it likely? Maybe.\nOn the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.\nYou might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.\nFor those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.\nWhether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.\nMeanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}