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AmitS

AmitS

Please like and comment. Peace

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1主题

0勋章

2021-12-29

$Microsoft(MSFT)$target price in Jan 2022?

2021-12-29

Okay

抱歉，原内容已删除

2021-12-28

$Apple(AAPL)$predict price for Dec 2022.

2021-12-27

$Microsoft(MSFT)$predict?

2021-12-27

Cool

3 Stocks that Beat the Market in 2021 and Could Do It Again in 2022

2021-12-22

$StoneCo(STNE)$any comments?

2021-12-22

Cool

Wall Street closes up strongly with boost from Nike, Micron, following Omicron slide

2021-12-22

Wow

2 Growth Stocks That Outperformed Tesla and Bitcoin in 2021

2021-12-21

$Microsoft(MSFT)$what do you predict in 2022?

2021-12-21

Oh

Rocket shares slide 4.6% in early trading

2021-12-20

Yes

Apple Stock: The Strongest Shield Against Rate Hikes

2021-12-19

$Apple(AAPL)$perdict

2021-12-19

K

Broadcom, Skyworks defended at BofA as Apple speculation heats up

2021-12-18

Ha

Wall Street ends down after mostly negative week

2021-12-16

$Apple(AAPL)$predict the price in 6 months?

2021-12-15

$Tesla Motors(TSLA)$please comment what would be the price on Jan 1st?

2021-12-15

$Qualcomm(QCOM)$where ?

2021-12-14

Ha

Singapore Stock Market May Take Further Damage On Tuesday

2021-12-14

$Nokia Oyj(NOK)$predict the moment

2021-12-13

$Nokia Oyj(NOK)$where

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>predict?","text":"$Microsoft(MSFT)$predict?","images":[{"img":"https://static.tigerbbs.com/dbca51a4888cd161b455a7511b099ce3","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696041494","isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696041185,"gmtCreate":1640583918164,"gmtModify":1640583918164,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696041185","repostId":"2194775951","repostType":4,"repost":{"id":"2194775951","kind":"highlight","pubTimestamp":1640573216,"share":"https://www.laohu8.com/m/news/2194775951?lang=&edition=full","pubTime":"2021-12-27 10:46","market":"us","language":"en","title":"3 Stocks that Beat the Market in 2021 and Could Do It Again in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2194775951","media":"Motley Fool","summary":"Winners tend to keep on winning.","content":"<p>When looking for investment ideas for 2022, it pays to look at those stocks that have beaten the market in 2021. Savvy investors know that winners tend to keep on winning, so picking stocks that are already in the market-beating category can increase your odds of investing success.</p>\n<p>We asked three longtime investors to pick their favorite market-beating stock from this year that has a great chance of repeating its performance. They picked <a href=\"https://laohu8.com/S/ASAN\"><b>Asana</b> </a>, <a href=\"https://laohu8.com/S/DOCN\"><b>DigitalOcean</b> </a>, and <a href=\"https://laohu8.com/S/AAPL\"><b>Apple</b> </a>.</p>\n<h2>Asana: Helping coordinate tasks in a hybrid work environment</h2>\n<p><b>Brian Withers (Asana): </b>Asana is a software-as-a-service company that helps teams and enterprises coordinate who's doing what and by when. As employers are trying to figure out how to manage a remote or hybrid workforce long-term, this work management software may just be the ticket. The stock has taken off this year, more than doubling since the beginning of the year. Let's take a look at the most recent quarter to see why.</p>\n<table>\n <thead>\n  <tr>\n   <th><p><b>Metric</b></p></th>\n   <th><p><b>Q3 2020</b></p></th>\n   <th><p><b>Q2 2021</b></p></th>\n   <th><p><b>Q3 2021&nbsp;</b></p></th>\n   <th><p><b>Change (QOQ)</b></p></th>\n   <th><p><b>Change (YOY)</b></p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td><p>Revenue</p></td>\n   <td><p>$59 million</p></td>\n   <td><p>$80 million</p></td>\n   <td><p>$100 million</p></td>\n   <td><p>26%</p></td>\n   <td><p>70%</p></td>\n  </tr>\n  <tr>\n   <td><p>Total paying customers</p></td>\n   <td><p>89,000</p></td>\n   <td><p>107,000</p></td>\n   <td><p>114,000</p></td>\n   <td><p>7%</p></td>\n   <td><p>28%</p></td>\n  </tr>\n  <tr>\n   <td><p>Customers paying &gt; $5,000 annually</p></td>\n   <td><p>8,938</p></td>\n   <td><p>12,806</p></td>\n   <td><p>14,143</p></td>\n   <td><p>10%</p></td>\n   <td><p>58%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Company earnings reports. QOQ = quarter over quarter. YOY = year over year.</p>\n<p>The top line is growing at a blistering 70% year over year and 26% quarter over quarter. The total number of paying customers has grown to 114,000, a 28% gain from the previous year. Since customers aren't growing as fast as the top line, that means existing customers are spending more. That is supported by the large customers (who pay more than $5,000 annually) growing at 58% year over year and Asana's dollar-based net retention rate consistently at 115% or better.</p>\n<p>These results are impressive and support the tremendous growth of the stock so far, but what could make this a market beater again in the coming year? First of all, the company is just getting started. Almost 100,000 of its customers are paying less than $5,000 annually. This is a massive opportunity to land and expand with its existing customer base. This should be aided by the fact an effective team-based collaboration tool is more useful when used as part of a larger team effort. With 739 of its customers spending more than $50,000 annually, it's clear that companies have benefited by expanding to more employees across the enterprise.</p>\n<p>Secondly, the market for collaborative applications and project and program management tools is huge. Management estimates the market could reach over $50 billion by 2025. With an annual run rate of $400 million, it has less than 1% of the market share.</p>\n<p>This stock is not without its risks, though. It has experienced a significant pullback and is now more than 40% off its high from earlier in the year. Even with the pullback, the stock is valued at a 35 price-to-sales ratio. The company will have to continue to put up solid growth numbers to support its valuation. But given the stickiness and growth of its powerful platform, you would be smart to pick up this gem as this market-beater could be up for another year of great performance.</p>\n<h2>DigitalOcean: Earn big returns by serving small businesses</h2>\n<p><b>Will Healy</b> <b>(DigitalOcean): </b>DigitalOcean has successfully targeted a segment of the cloud industry ignored by the largest players. It offers cloud infrastructure services to small and medium-sized enterprises (SMEs), companies often too small to support a full-fledged IT department.</p>\n<p>However, its most compelling competitive advantage may come from the DigitalOcean community. Developers within this community can receive and give support to <a href=\"https://laohu8.com/S/AONE.U\">one</a> another to address various challenges. This is invaluable for the one-person IT departments its product supports and gives these clients a good reason to bypass large providers like <b>Amazon </b>and <b>Microsoft</b>.</p>\n<p>Straightforward pricing is another advantage. This makes dealing with DigitalOcean much easier for its nearly 600,000 customers in 185 countries. Also, with the acquisition of Nimbella, DigitalOcean can now offer serverless computing. This will eliminate server management needs and allow one-click deployment of APIs, software that enables apps to communicate with one another.</p>\n<p>Investors have also taken to the company. Despite a steep decline in recent weeks, DigitalOcean stock has risen by over 90% since its March initial public offering. The financials have likely helped, with revenue for the first nine months of 2021 coming in at $309 million, 34% higher than in the first three quarters of 2020. Also, it lost $7 million during that period, a considerable improvement from the first nine months of 2020 when the company lost $30 million.</p>\n<p>Moreover, the company forecasts between $426 million and $428 million in revenue in 2021. Analysts believe that number could reach $563 million on a consensus basis in fiscal 2022, an increase of 32% if the predictions hold. Thus, the financials could continue to push DigitalOcean stock higher.</p>\n<p>Admittedly, even after the stock fell 40% from its high, its price-to-sales (P/S) ratio stands at 19. That comes in higher than the Microsoft sales multiple of 14 or Amazon's ratio of 4.</p>\n<p>Nonetheless, even with the higher valuation, selling may be the worst mistake DigitalOcean investors can make right now, as SMEs make up 99.7% of all businesses in the U.S. alone. This leaves the company with a tremendous addressable market that could benefit from a cloud product oriented toward such enterprises.</p>\n<h2>Apple: Bucking the tech downtrend</h2>\n<p><b>Danny Vena (Apple):</b> In a year when high-growth tech stocks had difficulty keeping pace with the broader market, it seemed there was a flight to bigger, safer, more established companies -- and Apple certainly qualified on all counts.</p>\n<p>The tech giant maintained the title of the largest publicly traded company on the planet. Apple's market cap grew to $2.86 trillion (as of this writing) and market watchers are taking bets as to whether or not the stock will surpass the $3 trillion benchmark before the clock winds down on 2021.</p>\n<p>There were plenty of reasons investors seeking a safe haven flocked to the iPhone maker.</p>\n<p>Apple has more than 1 billion active iPhones worldwide, giving the company a captive audience for its services, including Apple TV+, Apple Music, Apple News+, and Apple Card. These relatively recent additions join perennial favorites like iTunes, the App Store, and iCloud, just to name a few. This growing list of services generated more than $68 billion last year, up 27%, and representing nearly 19% of Apple's revenue in fiscal 2021.</p>\n<p>iPhone sales were the headline in fiscal 2021, growing 39% year over year and generating revenue of nearly $192 billion. It's also worth mentioning that there are an estimated 25% of active iPhones in the upgrade window, putting Apple squarely in the much-vaunted multi-year \"super cycle.\" Brisk demand for the iPhone 13 suggests it's the device many have been waiting for, which would no doubt push Apple's results higher. The holiday season is often the company's biggest quarter for sales and business is booming, with reports of strong demand and growing wait times.</p>\n<p>Not only that, but iPhone accessories are big business. This includes companion products like the Apple Watch and AirPods. The company's wearables, home, and accessories segment has become an important part of its business, generating sales of $38 billion, up 25%, and generating more than 10% of Apple's revenue last year.</p>\n<p>There are other reasons investors sought shelter in Apple this year. It has a rock solid balance sheet with nearly $66 billion in net cash. The company also has a profit margin that exceeds 25%, and its strong net income fuels its ever growing dividend, which has grown more than 130% since 2012. Add to that a payout ratio of just 15% and it's clear that even in tough times, Apple's dividend is as secure as it gets.</p>\n<p>Given the strong, continuing demand for its flagship iPhone and its steadily growing ancillary businesses, it's easy to see why Apple stock gained 31% so far in 2021 (as of this writing), surpassing the 24% gains of the <b>S&amp;P 500</b>.&nbsp;I believe that not only will Apple surpass a $3 trillion market cap in short order, but will beat the market <i>again</i> in 2022.</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 Stocks that Beat the Market in 2021 and Could Do It Again in 2022</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 Stocks that Beat the Market in 2021 and Could Do It Again in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-27 10:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/26/3-stocks-that-beat-the-market-in-2021-and-could-do/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When looking for investment ideas for 2022, it pays to look at those stocks that have beaten the market in 2021. Savvy investors know that winners tend to keep on winning, so picking stocks that are ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/26/3-stocks-that-beat-the-market-in-2021-and-could-do/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCN":"DigitalOcean Holdings, Inc.","AAPL":"苹果","ASAN":"阿莎娜"},"source_url":"https://www.fool.com/investing/2021/12/26/3-stocks-that-beat-the-market-in-2021-and-could-do/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194775951","content_text":"When looking for investment ideas for 2022, it pays to look at those stocks that have beaten the market in 2021. Savvy investors know that winners tend to keep on winning, so picking stocks that are already in the market-beating category can increase your odds of investing success.\nWe asked three longtime investors to pick their favorite market-beating stock from this year that has a great chance of repeating its performance. They picked Asana , DigitalOcean , and Apple .\nAsana: Helping coordinate tasks in a hybrid work environment\nBrian Withers (Asana): Asana is a software-as-a-service company that helps teams and enterprises coordinate who's doing what and by when. As employers are trying to figure out how to manage a remote or hybrid workforce long-term, this work management software may just be the ticket. The stock has taken off this year, more than doubling since the beginning of the year. Let's take a look at the most recent quarter to see why.\n\n\n\nMetric\nQ3 2020\nQ2 2021\nQ3 2021 \nChange (QOQ)\nChange (YOY)\n\n\n\n\nRevenue\n$59 million\n$80 million\n$100 million\n26%\n70%\n\n\nTotal paying customers\n89,000\n107,000\n114,000\n7%\n28%\n\n\nCustomers paying > $5,000 annually\n8,938\n12,806\n14,143\n10%\n58%\n\n\n\nData source: Company earnings reports. QOQ = quarter over quarter. YOY = year over year.\nThe top line is growing at a blistering 70% year over year and 26% quarter over quarter. The total number of paying customers has grown to 114,000, a 28% gain from the previous year. Since customers aren't growing as fast as the top line, that means existing customers are spending more. That is supported by the large customers (who pay more than $5,000 annually) growing at 58% year over year and Asana's dollar-based net retention rate consistently at 115% or better.\nThese results are impressive and support the tremendous growth of the stock so far, but what could make this a market beater again in the coming year? First of all, the company is just getting started. Almost 100,000 of its customers are paying less than $5,000 annually. This is a massive opportunity to land and expand with its existing customer base. This should be aided by the fact an effective team-based collaboration tool is more useful when used as part of a larger team effort. With 739 of its customers spending more than $50,000 annually, it's clear that companies have benefited by expanding to more employees across the enterprise.\nSecondly, the market for collaborative applications and project and program management tools is huge. Management estimates the market could reach over $50 billion by 2025. With an annual run rate of $400 million, it has less than 1% of the market share.\nThis stock is not without its risks, though. It has experienced a significant pullback and is now more than 40% off its high from earlier in the year. Even with the pullback, the stock is valued at a 35 price-to-sales ratio. The company will have to continue to put up solid growth numbers to support its valuation. But given the stickiness and growth of its powerful platform, you would be smart to pick up this gem as this market-beater could be up for another year of great performance.\nDigitalOcean: Earn big returns by serving small businesses\nWill Healy (DigitalOcean): DigitalOcean has successfully targeted a segment of the cloud industry ignored by the largest players. It offers cloud infrastructure services to small and medium-sized enterprises (SMEs), companies often too small to support a full-fledged IT department.\nHowever, its most compelling competitive advantage may come from the DigitalOcean community. Developers within this community can receive and give support to one another to address various challenges. This is invaluable for the one-person IT departments its product supports and gives these clients a good reason to bypass large providers like Amazon and Microsoft.\nStraightforward pricing is another advantage. This makes dealing with DigitalOcean much easier for its nearly 600,000 customers in 185 countries. Also, with the acquisition of Nimbella, DigitalOcean can now offer serverless computing. This will eliminate server management needs and allow one-click deployment of APIs, software that enables apps to communicate with one another.\nInvestors have also taken to the company. Despite a steep decline in recent weeks, DigitalOcean stock has risen by over 90% since its March initial public offering. The financials have likely helped, with revenue for the first nine months of 2021 coming in at $309 million, 34% higher than in the first three quarters of 2020. Also, it lost $7 million during that period, a considerable improvement from the first nine months of 2020 when the company lost $30 million.\nMoreover, the company forecasts between $426 million and $428 million in revenue in 2021. Analysts believe that number could reach $563 million on a consensus basis in fiscal 2022, an increase of 32% if the predictions hold. Thus, the financials could continue to push DigitalOcean stock higher.\nAdmittedly, even after the stock fell 40% from its high, its price-to-sales (P/S) ratio stands at 19. That comes in higher than the Microsoft sales multiple of 14 or Amazon's ratio of 4.\nNonetheless, even with the higher valuation, selling may be the worst mistake DigitalOcean investors can make right now, as SMEs make up 99.7% of all businesses in the U.S. alone. This leaves the company with a tremendous addressable market that could benefit from a cloud product oriented toward such enterprises.\nApple: Bucking the tech downtrend\nDanny Vena (Apple): In a year when high-growth tech stocks had difficulty keeping pace with the broader market, it seemed there was a flight to bigger, safer, more established companies -- and Apple certainly qualified on all counts.\nThe tech giant maintained the title of the largest publicly traded company on the planet. Apple's market cap grew to $2.86 trillion (as of this writing) and market watchers are taking bets as to whether or not the stock will surpass the $3 trillion benchmark before the clock winds down on 2021.\nThere were plenty of reasons investors seeking a safe haven flocked to the iPhone maker.\nApple has more than 1 billion active iPhones worldwide, giving the company a captive audience for its services, including Apple TV+, Apple Music, Apple News+, and Apple Card. These relatively recent additions join perennial favorites like iTunes, the App Store, and iCloud, just to name a few. This growing list of services generated more than $68 billion last year, up 27%, and representing nearly 19% of Apple's revenue in fiscal 2021.\niPhone sales were the headline in fiscal 2021, growing 39% year over year and generating revenue of nearly $192 billion. It's also worth mentioning that there are an estimated 25% of active iPhones in the upgrade window, putting Apple squarely in the much-vaunted multi-year \"super cycle.\" Brisk demand for the iPhone 13 suggests it's the device many have been waiting for, which would no doubt push Apple's results higher. The holiday season is often the company's biggest quarter for sales and business is booming, with reports of strong demand and growing wait times.\nNot only that, but iPhone accessories are big business. This includes companion products like the Apple Watch and AirPods. The company's wearables, home, and accessories segment has become an important part of its business, generating sales of $38 billion, up 25%, and generating more than 10% of Apple's revenue last year.\nThere are other reasons investors sought shelter in Apple this year. It has a rock solid balance sheet with nearly $66 billion in net cash. The company also has a profit margin that exceeds 25%, and its strong net income fuels its ever growing dividend, which has grown more than 130% since 2012. Add to that a payout ratio of just 15% and it's clear that even in tough times, Apple's dividend is as secure as it gets.\nGiven the strong, continuing demand for its flagship iPhone and its steadily growing ancillary businesses, it's easy to see why Apple stock gained 31% so far in 2021 (as of this writing), surpassing the 24% gains of the S&P 500. I believe that not only will Apple surpass a $3 trillion market cap in short order, but will beat the market again in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691318805,"gmtCreate":1640136048041,"gmtModify":1640136048041,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/STNE\">$StoneCo(STNE)$</a>any comments?","listText":"<a href=\"https://laohu8.com/S/STNE\">$StoneCo(STNE)$</a>any comments?","text":"$StoneCo(STNE)$any comments?","images":[{"img":"https://static.tigerbbs.com/8f18149aab5486b79dcf2340da115394","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691318805","isVote":1,"tweetType":1,"viewCount":1913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":691311152,"gmtCreate":1640135963549,"gmtModify":1640135963549,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/691311152","repostId":"2193663561","repostType":4,"repost":{"id":"2193663561","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640125936,"share":"https://www.laohu8.com/m/news/2193663561?lang=&edition=full","pubTime":"2021-12-22 06:32","market":"us","language":"en","title":"Wall Street closes up strongly with boost from Nike, Micron, following Omicron slide","url":"https://stock-news.laohu8.com/highlight/detail?id=2193663561","media":"Reuters","summary":"Dec 21  - Wall Street's main indexes ended sharply higher on Tuesday, with strength in travel and tech shares as well as in Nike and Micron Technology following their earnings, as stocks rebounded from a coronavirus-fueled rout the session before.The rapidly spreading Omicron variant of the coronavirus has rattled stock markets around the world, triggering volatility in the final month of 2021, which has otherwise been a strong year for equities.Gains in massive technology and tech-related stock","content":"<ul>\n <li>Energy, tech top-gaining S&amp;P 500 sectors</li>\n <li>Travel stocks surge broadly</li>\n <li>Nike up after beating quarterly estimates</li>\n <li>Micron rises as it sees chip shortages easing</li>\n <li>Indexes up: Dow 1.6%, S&amp;P 1.78%, Nasdaq 2.4%</li>\n</ul>\n<p>Dec 21 (Reuters) - Wall Street's main indexes ended sharply higher on Tuesday, with strength in travel and tech shares as well as in Nike and Micron Technology following their earnings, as stocks rebounded from a coronavirus-fueled rout the session before.</p>\n<p>The rapidly spreading Omicron variant of the coronavirus has rattled stock markets around the world, triggering volatility in the final month of 2021, which has otherwise been a strong year for equities.</p>\n<p>Gains in massive technology and tech-related stocks such as Microsoft&nbsp;and Amazon&nbsp;lifted indexes on Tuesday, as did increases in economically sensitive groups such as energy. Travel-related stocks surged, including Carnival Corp, Las Vegas Sands&nbsp;and <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group.</p>\n<p>“It is clearly a risk-on day,\" said David Joy, chief market strategist at Ameriprise Financial in Boston. \"This is clearly, at least for the day, investors saying, 'You know what, we are going to be able to ride through this Omicron surge and come out the other side in pretty good shape.’”</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 560.54 points, or 1.6%, to 35,492.7, the S&amp;P 500&nbsp;gained 81.21 points, or 1.78%, to 4,649.23 and the Nasdaq Composite&nbsp;added 360.14 points, or 2.4%, to 15,341.09.</p>\n<p>Defensive sectors, such as consumer staples&nbsp;and utilities&nbsp;that have led in December, lagged on Tuesday.</p>\n<p>Nike&nbsp;shares rose 6.1% after the sports apparel company's results beat quarterly estimates for profit and revenue, and it said it was more confident that supply chain issues would ease in its next fiscal year.</p>\n<p>Micron Technology&nbsp;shares jumped 10.5% after the chip company forecast second-quarter sales and profits will beat estimates with shortages easing in 2022. The Philadelphia SE Semiconductor index&nbsp;rose 3.4%.</p>\n<p>“If Micron’s forecast is strong, that tells us broadly speaking that demand is strong across many different industries,” said King Lip, chief strategist at Baker Avenue Asset Management, adding that Micron's products \"go into so many different industrial applications.\"</p>\n<p>General Mills&nbsp;shares fell 4% after the consumer staples company missed Wall Street estimates for quarterly profit.</p>\n<p>The benchmark S&amp;P 500 has gained 23.8% so far in 2021.</p>\n<p>Some investors are wary about a tougher environment for equities as the Federal Reserve is expected to start raising interest rates next year.</p>\n<p>\"It's good to see green going into the next year but if you just take a step back and look at the broader picture, you're seeing financial conditions change,\" said Joshua Chastant, senior investment analyst at GuideStone Capital Management.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.08-to-1 ratio; on Nasdaq, a 2.95-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 27 new highs and 99 new lows.</p>\n<p>About 10.1 billion shares changed hands in U.S. exchanges, below the daily average of roughly 12 billion over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street closes up strongly with boost from Nike, Micron, following Omicron slide</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street closes up strongly with boost from Nike, Micron, following Omicron slide\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-22 06:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Energy, tech top-gaining S&amp;P 500 sectors</li>\n <li>Travel stocks surge broadly</li>\n <li>Nike up after beating quarterly estimates</li>\n <li>Micron rises as it sees chip shortages easing</li>\n <li>Indexes up: Dow 1.6%, S&amp;P 1.78%, Nasdaq 2.4%</li>\n</ul>\n<p>Dec 21 (Reuters) - Wall Street's main indexes ended sharply higher on Tuesday, with strength in travel and tech shares as well as in Nike and Micron Technology following their earnings, as stocks rebounded from a coronavirus-fueled rout the session before.</p>\n<p>The rapidly spreading Omicron variant of the coronavirus has rattled stock markets around the world, triggering volatility in the final month of 2021, which has otherwise been a strong year for equities.</p>\n<p>Gains in massive technology and tech-related stocks such as Microsoft&nbsp;and Amazon&nbsp;lifted indexes on Tuesday, as did increases in economically sensitive groups such as energy. Travel-related stocks surged, including Carnival Corp, Las Vegas Sands&nbsp;and <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group.</p>\n<p>“It is clearly a risk-on day,\" said David Joy, chief market strategist at Ameriprise Financial in Boston. \"This is clearly, at least for the day, investors saying, 'You know what, we are going to be able to ride through this Omicron surge and come out the other side in pretty good shape.’”</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 560.54 points, or 1.6%, to 35,492.7, the S&amp;P 500&nbsp;gained 81.21 points, or 1.78%, to 4,649.23 and the Nasdaq Composite&nbsp;added 360.14 points, or 2.4%, to 15,341.09.</p>\n<p>Defensive sectors, such as consumer staples&nbsp;and utilities&nbsp;that have led in December, lagged on Tuesday.</p>\n<p>Nike&nbsp;shares rose 6.1% after the sports apparel company's results beat quarterly estimates for profit and revenue, and it said it was more confident that supply chain issues would ease in its next fiscal year.</p>\n<p>Micron Technology&nbsp;shares jumped 10.5% after the chip company forecast second-quarter sales and profits will beat estimates with shortages easing in 2022. The Philadelphia SE Semiconductor index&nbsp;rose 3.4%.</p>\n<p>“If Micron’s forecast is strong, that tells us broadly speaking that demand is strong across many different industries,” said King Lip, chief strategist at Baker Avenue Asset Management, adding that Micron's products \"go into so many different industrial applications.\"</p>\n<p>General Mills&nbsp;shares fell 4% after the consumer staples company missed Wall Street estimates for quarterly profit.</p>\n<p>The benchmark S&amp;P 500 has gained 23.8% so far in 2021.</p>\n<p>Some investors are wary about a tougher environment for equities as the Federal Reserve is expected to start raising interest rates next year.</p>\n<p>\"It's good to see green going into the next year but if you just take a step back and look at the broader picture, you're seeing financial conditions change,\" said Joshua Chastant, senior investment analyst at GuideStone Capital Management.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.08-to-1 ratio; on Nasdaq, a 2.95-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 27 new highs and 99 new lows.</p>\n<p>About 10.1 billion shares changed hands in U.S. exchanges, below the daily average of roughly 12 billion over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4561":"索罗斯持仓","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","DOG":"道指反向ETF","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)","QID":"纳指两倍做空ETF",".DJI":"道琼斯","BK4146":"鞋类","BK4566":"资本集团","BK4558":"双十一","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193663561","content_text":"Energy, tech top-gaining S&P 500 sectors\nTravel stocks surge broadly\nNike up after beating quarterly estimates\nMicron rises as it sees chip shortages easing\nIndexes up: Dow 1.6%, S&P 1.78%, Nasdaq 2.4%\n\nDec 21 (Reuters) - Wall Street's main indexes ended sharply higher on Tuesday, with strength in travel and tech shares as well as in Nike and Micron Technology following their earnings, as stocks rebounded from a coronavirus-fueled rout the session before.\nThe rapidly spreading Omicron variant of the coronavirus has rattled stock markets around the world, triggering volatility in the final month of 2021, which has otherwise been a strong year for equities.\nGains in massive technology and tech-related stocks such as Microsoft and Amazon lifted indexes on Tuesday, as did increases in economically sensitive groups such as energy. Travel-related stocks surged, including Carnival Corp, Las Vegas Sands and Expedia Group.\n“It is clearly a risk-on day,\" said David Joy, chief market strategist at Ameriprise Financial in Boston. \"This is clearly, at least for the day, investors saying, 'You know what, we are going to be able to ride through this Omicron surge and come out the other side in pretty good shape.’”\nThe Dow Jones Industrial Average rose 560.54 points, or 1.6%, to 35,492.7, the S&P 500 gained 81.21 points, or 1.78%, to 4,649.23 and the Nasdaq Composite added 360.14 points, or 2.4%, to 15,341.09.\nDefensive sectors, such as consumer staples and utilities that have led in December, lagged on Tuesday.\nNike shares rose 6.1% after the sports apparel company's results beat quarterly estimates for profit and revenue, and it said it was more confident that supply chain issues would ease in its next fiscal year.\nMicron Technology shares jumped 10.5% after the chip company forecast second-quarter sales and profits will beat estimates with shortages easing in 2022. The Philadelphia SE Semiconductor index rose 3.4%.\n“If Micron’s forecast is strong, that tells us broadly speaking that demand is strong across many different industries,” said King Lip, chief strategist at Baker Avenue Asset Management, adding that Micron's products \"go into so many different industrial applications.\"\nGeneral Mills shares fell 4% after the consumer staples company missed Wall Street estimates for quarterly profit.\nThe benchmark S&P 500 has gained 23.8% so far in 2021.\nSome investors are wary about a tougher environment for equities as the Federal Reserve is expected to start raising interest rates next year.\n\"It's good to see green going into the next year but if you just take a step back and look at the broader picture, you're seeing financial conditions change,\" said Joshua Chastant, senior investment analyst at GuideStone Capital Management.\nAdvancing issues outnumbered declining ones on the NYSE by a 4.08-to-1 ratio; on Nasdaq, a 2.95-to-1 ratio favored advancers.\nThe S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 27 new highs and 99 new lows.\nAbout 10.1 billion shares changed hands in U.S. exchanges, below the daily average of roughly 12 billion over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691904769,"gmtCreate":1640107256698,"gmtModify":1640107256698,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691904769","repostId":"2192215184","repostType":4,"repost":{"id":"2192215184","kind":"highlight","pubTimestamp":1640054596,"share":"https://www.laohu8.com/m/news/2192215184?lang=&edition=full","pubTime":"2021-12-21 10:43","market":"us","language":"en","title":"2 Growth Stocks That Outperformed Tesla and Bitcoin in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2192215184","media":"Motley Fool","summary":"And they still look like great buys heading into next year.","content":"<p>This year, top-performing investments such as <b>Tesla&nbsp;</b>and&nbsp;<b>Bitcoin&nbsp;</b>have risen 36% and 67%, respectively. That's well ahead of the <b>S&amp;P 500</b>, which is up a modest 25% year to date. But as good as those investments have been, there are two that have generated stronger returns for their shareholders.</p>\n<p>Both&nbsp;<b>Moderna&nbsp;</b>(NASDAQ:MRNA) and <b>Nvidia&nbsp;</b>(NASDAQ:NVDA) have doubled and are up more than 125% thus far. And they are probably going to be better buys than both Tesla and Bitcoin in 2022 as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f9ea2d705ad398c035b4fcb45074814\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Moderna</h2>\n<p>Moderna has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the greater buys on the market since the start of the pandemic, as its COVID-19 vaccine has played a key role in keeping people safe. And with the pandemic not coming to a close just yet (certainly not with the omicron variant still in its early stages), its stock has remained a hot commodity.</p>\n<p>Through the first nine months of the year, the healthcare company's sales of $11.3 billion are 49 times the $232 million that Moderna generated over the same period last year. And that was when it was just accumulating income from grants and collaboration efforts. This year, the company has recorded more than $10.7 billion in product sales -- due to its vaccine.</p>\n<p>Entering 2022, with a new COVID-19 variant to worry about and a potential fourth booster shot on the way, demand isn't likely to taper off. In fact, Moderna anticipates more revenue in 2022 than it generated this year (its forecast for 2022 tops out at $22 billion in sales versus $18 billion for 2021).</p>\n<p>At a forward price-to-earnings ratio of just 11, Moderna looks like a bargain compared to automaker Tesla, where investors are paying 155 times future profits for its stock. Of course, Tesla is in a different industry, but Moderna's ratio falls just below the S&amp;P 500 Pharmaceuticals forward PE ratio of 13. And it's safer than investing in Bitcoin, which in just the past month has seen its value drop by more than 25% (while Moderna has risen 22%).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5f58650e4ca593d3bdc59b47de51a6c\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>2. Nvidia</h2>\n<p>Shares of tech stock Nvidia have risen 125% this year. With more companies moving to the cloud and digitizing their operations, the demand for computer chips has been soaring, and there's such a shortage in the industry that it may not be until 2023 that it balances out.</p>\n<p>This ensures that chipmaker Nvidia will remain busy for the foreseeable future. On the company's most recent earnings call, Nvidia said that it expects to see continued growth in its data center business, which provides companies with the infrastructure they need to manage their operations in the cloud. CEO Jensen Huang said that \"customers are very mindful of securing their supply for their scale out.\"</p>\n<p>Through the first nine months of 2021, the company's sales totaled $19.3 billion and rose 65% year over year. The bulk of its sales (85%) come from its gaming and data center segments. And while gaming has grown at a rapid rate of 72% thus far, the company expects the data center to grow at a faster pace heading into the last quarter of the fiscal year. Nvidia hasn't provided guidance for 2022 yet, but with strong demand and the company working on increasing supply, its business could be in a solid position for next year to continue building on its already impressive numbers.</p>\n<p>The stock's forward P/E of 68 relative to the S&amp;P 500 Semiconductors forward PE of 24.2 isn't cheap, but it's still significantly lower than Tesla's. And demand for its products looks to be a safer bet than it will be for electric vehicles, especially with inflation eroding consumer purchasing power away. Nvidia has been a better buy this year than both Tesla and Bitcoin and odds are it will remain that way over the long term.</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>2 Growth Stocks That Outperformed Tesla and Bitcoin in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Outperformed Tesla and Bitcoin in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-21 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/20/2-growth-stocks-outperformed-tesla-and-bitcoin/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year, top-performing investments such as Tesla and Bitcoin have risen 36% and 67%, respectively. That's well ahead of the S&P 500, which is up a modest 25% year to date. But as good as those ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/20/2-growth-stocks-outperformed-tesla-and-bitcoin/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","MRNA":"Moderna, Inc.","BK4548":"巴美列捷福持仓","NVDA":"英伟达","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2021/12/20/2-growth-stocks-outperformed-tesla-and-bitcoin/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192215184","content_text":"This year, top-performing investments such as Tesla and Bitcoin have risen 36% and 67%, respectively. That's well ahead of the S&P 500, which is up a modest 25% year to date. But as good as those investments have been, there are two that have generated stronger returns for their shareholders.\nBoth Moderna (NASDAQ:MRNA) and Nvidia (NASDAQ:NVDA) have doubled and are up more than 125% thus far. And they are probably going to be better buys than both Tesla and Bitcoin in 2022 as well.\nImage source: Getty Images.\n1. Moderna\nModerna has been one of the greater buys on the market since the start of the pandemic, as its COVID-19 vaccine has played a key role in keeping people safe. And with the pandemic not coming to a close just yet (certainly not with the omicron variant still in its early stages), its stock has remained a hot commodity.\nThrough the first nine months of the year, the healthcare company's sales of $11.3 billion are 49 times the $232 million that Moderna generated over the same period last year. And that was when it was just accumulating income from grants and collaboration efforts. This year, the company has recorded more than $10.7 billion in product sales -- due to its vaccine.\nEntering 2022, with a new COVID-19 variant to worry about and a potential fourth booster shot on the way, demand isn't likely to taper off. In fact, Moderna anticipates more revenue in 2022 than it generated this year (its forecast for 2022 tops out at $22 billion in sales versus $18 billion for 2021).\nAt a forward price-to-earnings ratio of just 11, Moderna looks like a bargain compared to automaker Tesla, where investors are paying 155 times future profits for its stock. Of course, Tesla is in a different industry, but Moderna's ratio falls just below the S&P 500 Pharmaceuticals forward PE ratio of 13. And it's safer than investing in Bitcoin, which in just the past month has seen its value drop by more than 25% (while Moderna has risen 22%).\nImage source: Getty Images.\n2. Nvidia\nShares of tech stock Nvidia have risen 125% this year. With more companies moving to the cloud and digitizing their operations, the demand for computer chips has been soaring, and there's such a shortage in the industry that it may not be until 2023 that it balances out.\nThis ensures that chipmaker Nvidia will remain busy for the foreseeable future. On the company's most recent earnings call, Nvidia said that it expects to see continued growth in its data center business, which provides companies with the infrastructure they need to manage their operations in the cloud. CEO Jensen Huang said that \"customers are very mindful of securing their supply for their scale out.\"\nThrough the first nine months of 2021, the company's sales totaled $19.3 billion and rose 65% year over year. The bulk of its sales (85%) come from its gaming and data center segments. And while gaming has grown at a rapid rate of 72% thus far, the company expects the data center to grow at a faster pace heading into the last quarter of the fiscal year. Nvidia hasn't provided guidance for 2022 yet, but with strong demand and the company working on increasing supply, its business could be in a solid position for next year to continue building on its already impressive numbers.\nThe stock's forward P/E of 68 relative to the S&P 500 Semiconductors forward PE of 24.2 isn't cheap, but it's still significantly lower than Tesla's. And demand for its products looks to be a safer bet than it will be for electric vehicles, especially with inflation eroding consumer purchasing power away. Nvidia has been a better buy this year than both Tesla and Bitcoin and odds are it will remain that way over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693233312,"gmtCreate":1640035664384,"gmtModify":1640035664384,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>what do you predict in 2022?","listText":"<a href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$</a>what do you predict in 2022?","text":"$Microsoft(MSFT)$what do you predict in 2022?","images":[{"img":"https://static.tigerbbs.com/8ba104ab2c199bf348b4af6ec81ca214","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693233312","isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693233074,"gmtCreate":1640035540992,"gmtModify":1640035540992,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693233074","repostId":"1170276602","repostType":4,"repost":{"id":"1170276602","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640014239,"share":"https://www.laohu8.com/m/news/1170276602?lang=&edition=full","pubTime":"2021-12-20 23:30","market":"us","language":"en","title":"Rocket shares slide 4.6% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1170276602","media":"Tiger Newspress","summary":"Rocket shares slid 4.6% in early trading.Rocket Cos Inc said on Monday it would buy personal finance","content":"<p>Rocket shares slid 4.6% in early trading.<img src=\"https://static.tigerbbs.com/6616564f5ca493d336303b334198c8e7\" tg-width=\"703\" tg-height=\"591\" referrerpolicy=\"no-referrer\">Rocket Cos Inc&nbsp;said on Monday it would buy personal finance app Truebill for nearly $1.3 billion in cash, as the Detroit-based company looks to expand its reach in the consumer finance market.</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>Rocket shares slide 4.6% in early trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRocket shares slide 4.6% in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-20 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rocket shares slid 4.6% in early trading.<img src=\"https://static.tigerbbs.com/6616564f5ca493d336303b334198c8e7\" tg-width=\"703\" tg-height=\"591\" referrerpolicy=\"no-referrer\">Rocket Cos Inc&nbsp;said on Monday it would buy personal finance app Truebill for nearly $1.3 billion in cash, as the Detroit-based company looks to expand its reach in the consumer finance market.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKT":"Rocket Companies"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170276602","content_text":"Rocket shares slid 4.6% in early trading.Rocket Cos Inc said on Monday it would buy personal finance app Truebill for nearly $1.3 billion in cash, as the Detroit-based company looks to expand its reach in the consumer finance market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693380960,"gmtCreate":1639970726558,"gmtModify":1639970726558,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693380960","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","kind":"news","pubTimestamp":1639967829,"share":"https://www.laohu8.com/m/news/1183475424?lang=&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p>\n<ul>\n <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>\n <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>\n <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>\n <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>\n <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p>\n<p>As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p>\n<p>And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p>\n<p>While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p>\n<p>With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p>\n<p><b>FY 2021 Overview and Recap of Fundamental Prospects</b></p>\n<p>Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p>\n<p><b>Key Developments in Products</b></p>\n<p>iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p>\n<p>Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p>\n<p>Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p>\n<p><b>Key Developments in Services</b></p>\n<p>On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p>\n<p>Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p>\n<p>Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p>\n<p><b>Key Catalysts Ahead</b></p>\n<p>Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p>\n<p>Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p>\n<p>Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p>\n<p>While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p>\n<p><b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p>\n<p>Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p>\n<p><img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p>\n<p><i>i. Base Case Financial Projections:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p>\n<p>Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p>\n<p>The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p>\n<p><i>i. Base Case Valuation Analysis:</i></p>\n<p><img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p>\n<p><i>ii. Sensitivity Analysis:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p><b>Conclusion</b></p>\n<p>Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</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 Stock: The Strongest Shield Against Rate Hikes</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\">\nApple Stock: The Strongest Shield Against Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699577333,"gmtCreate":1639870310023,"gmtModify":1639870310023,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>perdict","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>perdict","text":"$Apple(AAPL)$perdict","images":[{"img":"https://static.tigerbbs.com/4464ee4c9edebb898919d1c6e75fc4f1","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699577333","isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":699577987,"gmtCreate":1639870263548,"gmtModify":1639870263548,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699577987","repostId":"1156618758","repostType":4,"repost":{"id":"1156618758","kind":"news","pubTimestamp":1639807675,"share":"https://www.laohu8.com/m/news/1156618758?lang=&edition=full","pubTime":"2021-12-18 14:07","market":"us","language":"en","title":"Broadcom, Skyworks defended at BofA as Apple speculation heats up","url":"https://stock-news.laohu8.com/highlight/detail?id=1156618758","media":"Seeking Alpha","summary":"Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that A","content":"<p><a href=\"https://laohu8.com/S/SWKS\">Skyworks Solutions </a> and <a href=\"https://laohu8.com/S/AVGO\">Broadcom </a> are being defended at Bank of America after it was reported that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.</p>\n<p>Analyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.</p>\n<p>Skyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.</p>\n<p>Arya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.</p>\n<p>Apple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.</p>\n<p>Apple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.</p>\n<p>On Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.</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>Broadcom, Skyworks defended at BofA as Apple speculation heats up</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; 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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\">\nBroadcom, Skyworks defended at BofA as Apple speculation heats up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 14:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that Apple  is looking to build wireless chips in-house, news that sent shares of both semiconductor ...</p>\n\n<a href=\"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AVGO":"博通","SWKS":"思佳讯"},"source_url":"https://seekingalpha.com/news/3781253-broadcom-skyworks-defended-at-bofa-as-apple-speculation-heats-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156618758","content_text":"Skyworks Solutions  and Broadcom  are being defended at Bank of America after it was reported that Apple  is looking to build wireless chips in-house, news that sent shares of both semiconductor companies sharply lower.\nAnalyst Vivek Arya, who rates Broadcom (AVGO) buy with a $750 price target and Skyworks (SWKS) neutral with a $190 price target, notes that both companies have significant exposure to Apple (AAPL), with 20% for Broadcom and 59% for Skyworks, but industry checks suggest the impact is \"overblown in the near to medium term.\" Apple's hiring could be for its plans to develop its own 5G modem, which would hurt Qualcomm (NASDAQ:QCOM) and not Broadcom or Skyworks.\nSkyworks (SWKS) fell more than 8% to close at $146.39 on Thursday and are down another 1% on Friday. Broadcom declined 3% to close at $620.68 and are slightly lower on Friday.\nArya notes that Broadcom (AVGO) has a $15 billion contract with Apple (AAPL) that runs through 2023 and all RF design is not \"created equal.\" He adds that RF design is a \"very broad capability,\" which requires experience for a wide variety of use cases in smartphones, including the transceiver, which Arya believes the report was talking about.\nApple (AAPL) purchases RF-front parts from Broadcom (AVGO), Skyworks (SWKS), Qorvo (NASDAQ:QRVO) and Qualcomm (QCOM), including amplifiers, filters and switches and \"we have heard of no plans for Apple to insource these parts that require very specific recipes, intellectual property and specialty materials/fabs,\" the analyst added.\nApple (AAPL) also gets the Wi-Fi and Bluetooth chips from Broadcom (AVGO) and the RF front-end from Skyworks and the analyst said to his knowledge, \"there are no plans for Apple to insource these currently,\" though he admitted that the low-end Apple Watch uses some of Apple's own silicon for this.\nOn Thursday, Goldman Sachs said Apple (AAPL) iPhone supply was getting better, becoming more in-line with demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699627518,"gmtCreate":1639794850661,"gmtModify":1639794850661,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Ha","listText":"Ha","text":"Ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699627518","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohu8.com/m/news/1116106959?lang=&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p>\n<p>All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p>\n<p>Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&amp;P 500 and Nasdaq.</p>\n<p>The S&amp;P 500 growth index lost 0.7% and the value index declined 1.4%.</p>\n<p>All of the 11 major S&amp;P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p>\n<p>Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p>\n<p>Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p>\n<p>\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p>\n<p>Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&amp;P 500 index gained around 23% in the same period.</p>\n<p>In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&amp;P 500 lost 1.03% to 4,620.64.</p>\n<p>The Nasdaq Composite dropped 0.07% to 15,169.68.</p>\n<p>On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p>\n<p>With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p>\n<p>For the week, the S&amp;P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p>\n<p>In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p>\n<p>FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down after mostly negative week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down after mostly negative week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690101183,"gmtCreate":1639645368942,"gmtModify":1639645368942,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>predict the price in 6 months?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>predict the price in 6 months?","text":"$Apple(AAPL)$predict the price in 6 months?","images":[{"img":"https://static.tigerbbs.com/daceaf0b8d91052ed794ecdb52c1724e","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690101183","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607560165,"gmtCreate":1639563581898,"gmtModify":1639563581898,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>please comment what would be the price on Jan 1st?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>please comment what would be the price on Jan 1st?","text":"$Tesla Motors(TSLA)$please comment what would be the price on Jan 1st?","images":[{"img":"https://static.tigerbbs.com/aede584a7d41f42d582e3eadf6182d28","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/607560165","isVote":1,"tweetType":1,"viewCount":3571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":607516599,"gmtCreate":1639560933369,"gmtModify":1639560933369,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>where ?","listText":"<a href=\"https://laohu8.com/S/QCOM\">$Qualcomm(QCOM)$</a>where ?","text":"$Qualcomm(QCOM)$where ?","images":[{"img":"https://static.tigerbbs.com/fdc51421efe8172c331b01e9ade286b6","width":"1080","height":"3288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607516599","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604452695,"gmtCreate":1639441143311,"gmtModify":1639441143311,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"Ha","listText":"Ha","text":"Ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604452695","repostId":"1153452688","repostType":4,"repost":{"id":"1153452688","kind":"news","pubTimestamp":1639440450,"share":"https://www.laohu8.com/m/news/1153452688?lang=&edition=full","pubTime":"2021-12-14 08:07","market":"sg","language":"en","title":"Singapore Stock Market May Take Further Damage On Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1153452688","media":"RTTNews","summary":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points ","content":"<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.</p>\n<p>The global forecast for the Asian&nbsp;markets&nbsp;is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.</p>\n<p>The STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.</p>\n<p>For the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.</p>\n<p>Among the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.</p>\n<p>The lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.</p>\n<p>The Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&amp;P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.</p>\n<p>The pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&amp;P 500 ending last Friday's trading at a new record closing high.</p>\n<p>Traders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.</p>\n<p>The Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.</p>\n<p>Crude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the&nbsp;coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.</p>","source":"lsy1626938412129","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>Singapore Stock Market May Take Further Damage On Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stock Market May Take Further Damage On Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 08:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3248927/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=glcom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153452688","content_text":"The Singapore stock market has finished lower in two straight sessions, sinking more than 20 points or 0.7 percent along the way. The Straits Times Index now sits just beneath the 3,120-point plateau and it may extend its losses on Tuesday.\nThe global forecast for the Asian markets is negative, likely led lower by weakness from the oil and technology stocks. The European and U.S. markets were down and the Asian bourses are tipped to follow that lead.\nThe STI finished modestly lower on Monday as losses from the financial shares and industrials were mitigated by support from the property sector.\nFor the day, the index lost 15.66 points or 0.50 percent to finish at the daily low of 3,119.95 after peaking at 3,161.95. Volume was 1.7 billion shares worth 848.3 million Singapore dollars. There were 253 decliners and 202 gainers.\nAmong the actives, Ascendas REIT skidded 0.68 percent, while CapitaLand Integrated Commercial Trust added 0.49 percent, City Developments advanced 0.72 percent, Dairy Farm International plunged 1.34 percent, DBS Group eased 0.19 percent, Genting Singapore sank 0.63 percent, Keppel Corp tanked 1.15 percent, Mapletree Commercial Trust surrendered 0.98 percent, Mapletree Logistics Trust tumbled 1.05 percent, Oversea-Chinese Banking Corporation fell 0.44 percent, SATS shed 0.51 percent, SembCorp Industries plummeted 2.49 percent, Singapore Airlines rose 0.20 percent, Singapore Exchange dropped 0.53 percent, Singapore Technologies Engineering slid 0.26 percent, SingTel retreated 0.82 percent, Thai Beverage jumped 1.50 percent, United Overseas Bank declined 0.86 percent, Wilmar International lost 0.48 percent and Comfort DelGro, Yangzijiang Shipbuilding, Singapore Press Holdings and Hongkong Land were unchanged.\nThe lead from Wall Street is soft as the major averages opened in the red on Monday and stayed under water throughout the trading day.\nThe Dow tumbled 320.04 points or 0.89 percent to finish at 35,650.95, while the NASDAQ sank 217.32 points or 1.39 percent to close at 15,413.28 and the S&P 500 lost 43.05 points or 0.91 percent to end at 4,668.97.\nThe pullback on Wall Street reflected profit taking, as traders cashed in on some of the strength in the markets last week. The major averages all moved sharply higher last week, with the S&P 500 ending last Friday's trading at a new record closing high.\nTraders may also have been moving money out of stocks and into safer havens ahead of the Federal Reserve's money policy announcement on Wednesday.\nThe Fed is expected to discuss accelerating the pace of tapering its asset purchase program, with reports suggesting the central bank could double the rate to $30 billion per month.\nCrude oil futures settled lower on Monday on concerns about the outlook for energy demand amid worries about the impact of the Omicron variant of the coronavirus. West Texas Intermediate Crude oil futures for January ended down by $0.38 or 0.5 percent at $71.29 a barrel.","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604456710,"gmtCreate":1639441110547,"gmtModify":1639441110547,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$Nokia Oyj(NOK)$</a>predict the moment&nbsp;","listText":"<a href=\"https://laohu8.com/S/NOK\">$Nokia Oyj(NOK)$</a>predict the moment&nbsp;","text":"$Nokia Oyj(NOK)$predict the moment","images":[{"img":"https://static.tigerbbs.com/2335bd4d49c8dff9f9c5149fab8e9d26","width":"1080","height":"3404"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604456710","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604834520,"gmtCreate":1639367811873,"gmtModify":1639367811873,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576139359058481","authorIdStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$Nokia Oyj(NOK)$</a>where","listText":"<a href=\"https://laohu8.com/S/NOK\">$Nokia Oyj(NOK)$</a>where","text":"$Nokia Oyj(NOK)$where","images":[{"img":"https://static.tigerbbs.com/15db6aa2ac1c6380588c1f2080a6a403","width":"1080","height":"3404"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604834520","isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":604395293,"gmtCreate":1639336179514,"gmtModify":1639479485308,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>what is happening to this?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>what is happening to this?","text":"$Palantir Technologies Inc.(PLTR)$what is happening to this?","images":[{"img":"https://static.tigerbbs.com/326c1b801136791bb7992e3b6a8ce114","width":"1080","height":"3288"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":415,"commentSize":106,"repostSize":8,"link":"https://laohu8.com/post/604395293","isVote":1,"tweetType":1,"viewCount":7688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":696836952,"gmtCreate":1640659602857,"gmtModify":1640695763050,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>predict price for Dec 2022.","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>predict price for Dec 2022.","text":"$Apple(AAPL)$predict price for Dec 2022.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/696836952","isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000644","authorId":"9000000000000644","name":"CrystalRose","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000644","idStr":"9000000000000644"},"content":"With AAA credit rating, huge installed client base, record profits, positive cashflows, dividends, annual buy-backs, promising new products, reasonable P/E, should we expect $200 a share in 2022?","text":"With AAA credit rating, huge installed client base, record profits, positive cashflows, dividends, annual buy-backs, promising new products, reasonable P/E, should we expect $200 a share in 2022?","html":"With AAA credit rating, huge installed client base, record profits, positive cashflows, dividends, annual buy-backs, promising new products, reasonable P/E, should we expect $200 a share in 2022?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872764633,"gmtCreate":1637576676515,"gmtModify":1637576676515,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/872764633","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohu8.com/m/news/1153786917?lang=&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p>\n<p>Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p>\n<p>Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p>\n<p>The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p>\n<p>On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p>\n<p>On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p>\n<p>U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p>\n<p>Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p>\n<p><b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p>\n<p>Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p>\n<p><b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p>\n<p><b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p>\n<p>Deere reports fiscal fourth-quarter 2021 results.</p>\n<p><b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p>\n<p><b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p>\n<p><b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p>\n<p><b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p>\n<p><b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week</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\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 06:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from ...</p>\n\n<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom",".DJI":"道琼斯","DELL":"戴尔",".IXIC":"NASDAQ Composite","BBY":"百思买",".SPX":"S&P 500 Index","DE":"迪尔股份有限公司"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876701509,"gmtCreate":1637358097639,"gmtModify":1637358097639,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/876701509","repostId":"1114542201","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602200775,"gmtCreate":1639021575798,"gmtModify":1639021575798,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/602200775","repostId":"2190169579","repostType":4,"repost":{"id":"2190169579","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639001174,"share":"https://www.laohu8.com/m/news/2190169579?lang=&edition=full","pubTime":"2021-12-09 06:06","market":"us","language":"en","title":"Wall St closes higher as vaccine update feeds optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2190169579","media":"Reuters","summary":"Wall Street closed slightly higher on Wednesday with the three major indexes managing their third st","content":"<p>Wall Street closed slightly higher on Wednesday with the three major indexes managing their third straight day of gains after test data showed the COVID-19 vaccine from Pfizer and BioNTech offered some protection against the new Omicron variant.</p>\n<p>Pfizer and BioNTech said their three-shot course of the vaccine was able to neutralize the Omicron variant in a laboratory test and they could deliver an upgraded vaccine in March 2022 if needed.</p>\n<p>Investors reacted by piling into travel related stocks. The S&amp;P 1500 Airlines index closed up 1.96%. Its session high was the highest since Nov. 24, which was just before news of the variant emerged.</p>\n<p>Markets have been hugely volatile since the variant was discovered, with investors worried Omicron could force new restrictions in countries and hurt the global recovery.</p>\n<p>In a bid to slow its spread, Britain said Wednesday it could implement tougher measures, including advice to work from home, as early as Thursday.</p>\n<p>While Pfizer said Omicron protection was reduced among people who took just two doses of the vaccine, investors were still somewhat reassured.</p>\n<p>With Nasdaq outperforming the Dow, Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago described the session as a \"perfect risk-on kind of day.\"</p>\n<p>\"A lot is revolving around virus news. It's a reopening trade more than anything else,\" said Nolte.</p>\n<p>The Dow Jones Industrial Average rose 35.32 points, or 0.1%, to 35,754.75, the S&amp;P 500 gained 14.46 points, or 0.31%, to 4,701.21 and the Nasdaq Composite added 100.07 points, or 0.64%, to 15,786.99.</p>\n<p>The S&amp;P finished less than a point below where it closed before a steep sell-off. The index fell as much as 4.4% between Nov. 24, the day before Thanksgiving, and Friday, as investors fled risky bets due to Omicron fears and concerns about rising interest rates after a Federal Reserve update last week.</p>\n<p>\"Equity investors are buying into the thesis that rates won't have to go up very much to tame inflation. It makes them more comfortable buying stocks although more inclined to buy quality growth stocks than cyclicals,\" said Jack Ablin, chief investment officer at Cresset Capital Management in Chicago.</p>\n<p>Sector gains were led by communication services, which rose 0.75% followed closely by healthcare , up 0.74%. With only three of the 11 major S&amp;P sectors losing ground on the day, the laggards were financials , down 0.46%, consumer staples , down 0.37% and utilities , which edged down 0.1%.</p>\n<p>WHO director-general Tedros Adhanom Ghebreyesus said governments should urgently reassess their national responses to COVID-19 and accelerate their vaccination programs.</p>\n<p>So-called reopening stocks, most affected by the pandemic's lockdowns, were among the S&amp;P's top gainers on Wednesday. These included Norwegian Cruise Line, up 8%, Carnival Corp, up 5.5% and Royal Caribbean, up 5.2%.</p>\n<p>Goodyear Tire &amp; Rubber Co rose 2.6% after Deutsche Bank upgraded the stock to \"buy\" from \"hold\".</p>\n<p>Stanley Black &amp; Decker advanced 3.3% after Sweden's Securitas agreed to buy its electronic security solutions business for $3.2 billion.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.68-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 31 new 52-week highs and no new lows; the Nasdaq Composite recorded 36 new highs and 39 new lows.</p>\n<p>On U.S. exchanges 10.3 billion shares changed hands compared with the 11.52 billion average for the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St closes higher as vaccine update feeds optimism</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St closes higher as vaccine update feeds optimism\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-09 06:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street closed slightly higher on Wednesday with the three major indexes managing their third straight day of gains after test data showed the COVID-19 vaccine from Pfizer and BioNTech offered some protection against the new Omicron variant.</p>\n<p>Pfizer and BioNTech said their three-shot course of the vaccine was able to neutralize the Omicron variant in a laboratory test and they could deliver an upgraded vaccine in March 2022 if needed.</p>\n<p>Investors reacted by piling into travel related stocks. The S&amp;P 1500 Airlines index closed up 1.96%. Its session high was the highest since Nov. 24, which was just before news of the variant emerged.</p>\n<p>Markets have been hugely volatile since the variant was discovered, with investors worried Omicron could force new restrictions in countries and hurt the global recovery.</p>\n<p>In a bid to slow its spread, Britain said Wednesday it could implement tougher measures, including advice to work from home, as early as Thursday.</p>\n<p>While Pfizer said Omicron protection was reduced among people who took just two doses of the vaccine, investors were still somewhat reassured.</p>\n<p>With Nasdaq outperforming the Dow, Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago described the session as a \"perfect risk-on kind of day.\"</p>\n<p>\"A lot is revolving around virus news. It's a reopening trade more than anything else,\" said Nolte.</p>\n<p>The Dow Jones Industrial Average rose 35.32 points, or 0.1%, to 35,754.75, the S&amp;P 500 gained 14.46 points, or 0.31%, to 4,701.21 and the Nasdaq Composite added 100.07 points, or 0.64%, to 15,786.99.</p>\n<p>The S&amp;P finished less than a point below where it closed before a steep sell-off. The index fell as much as 4.4% between Nov. 24, the day before Thanksgiving, and Friday, as investors fled risky bets due to Omicron fears and concerns about rising interest rates after a Federal Reserve update last week.</p>\n<p>\"Equity investors are buying into the thesis that rates won't have to go up very much to tame inflation. It makes them more comfortable buying stocks although more inclined to buy quality growth stocks than cyclicals,\" said Jack Ablin, chief investment officer at Cresset Capital Management in Chicago.</p>\n<p>Sector gains were led by communication services, which rose 0.75% followed closely by healthcare , up 0.74%. With only three of the 11 major S&amp;P sectors losing ground on the day, the laggards were financials , down 0.46%, consumer staples , down 0.37% and utilities , which edged down 0.1%.</p>\n<p>WHO director-general Tedros Adhanom Ghebreyesus said governments should urgently reassess their national responses to COVID-19 and accelerate their vaccination programs.</p>\n<p>So-called reopening stocks, most affected by the pandemic's lockdowns, were among the S&amp;P's top gainers on Wednesday. These included Norwegian Cruise Line, up 8%, Carnival Corp, up 5.5% and Royal Caribbean, up 5.2%.</p>\n<p>Goodyear Tire &amp; Rubber Co rose 2.6% after Deutsche Bank upgraded the stock to \"buy\" from \"hold\".</p>\n<p>Stanley Black &amp; Decker advanced 3.3% after Sweden's Securitas agreed to buy its electronic security solutions business for $3.2 billion.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.68-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 31 new 52-week highs and no new lows; the Nasdaq Composite recorded 36 new highs and 39 new lows.</p>\n<p>On U.S. exchanges 10.3 billion shares changed hands compared with the 11.52 billion average for the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","BK4534":"瑞士信贷持仓","BK4007":"制药","SDOW":"道指三倍做空ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","CCL":"嘉年华邮轮","DOG":"道指反向ETF","QQQ":"纳指100ETF","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念",".DJI":"道琼斯","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","BK4517":"邮轮概念",".SPX":"S&P 500 Index","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","NCLH":"挪威邮轮","BK4142":"酒店、度假村与豪华游轮","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","SWK":"美国史丹利公司","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","PFE":"辉瑞","BK4161":"工业机械"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190169579","content_text":"Wall Street closed slightly higher on Wednesday with the three major indexes managing their third straight day of gains after test data showed the COVID-19 vaccine from Pfizer and BioNTech offered some protection against the new Omicron variant.\nPfizer and BioNTech said their three-shot course of the vaccine was able to neutralize the Omicron variant in a laboratory test and they could deliver an upgraded vaccine in March 2022 if needed.\nInvestors reacted by piling into travel related stocks. The S&P 1500 Airlines index closed up 1.96%. Its session high was the highest since Nov. 24, which was just before news of the variant emerged.\nMarkets have been hugely volatile since the variant was discovered, with investors worried Omicron could force new restrictions in countries and hurt the global recovery.\nIn a bid to slow its spread, Britain said Wednesday it could implement tougher measures, including advice to work from home, as early as Thursday.\nWhile Pfizer said Omicron protection was reduced among people who took just two doses of the vaccine, investors were still somewhat reassured.\nWith Nasdaq outperforming the Dow, Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago described the session as a \"perfect risk-on kind of day.\"\n\"A lot is revolving around virus news. It's a reopening trade more than anything else,\" said Nolte.\nThe Dow Jones Industrial Average rose 35.32 points, or 0.1%, to 35,754.75, the S&P 500 gained 14.46 points, or 0.31%, to 4,701.21 and the Nasdaq Composite added 100.07 points, or 0.64%, to 15,786.99.\nThe S&P finished less than a point below where it closed before a steep sell-off. The index fell as much as 4.4% between Nov. 24, the day before Thanksgiving, and Friday, as investors fled risky bets due to Omicron fears and concerns about rising interest rates after a Federal Reserve update last week.\n\"Equity investors are buying into the thesis that rates won't have to go up very much to tame inflation. It makes them more comfortable buying stocks although more inclined to buy quality growth stocks than cyclicals,\" said Jack Ablin, chief investment officer at Cresset Capital Management in Chicago.\nSector gains were led by communication services, which rose 0.75% followed closely by healthcare , up 0.74%. With only three of the 11 major S&P sectors losing ground on the day, the laggards were financials , down 0.46%, consumer staples , down 0.37% and utilities , which edged down 0.1%.\nWHO director-general Tedros Adhanom Ghebreyesus said governments should urgently reassess their national responses to COVID-19 and accelerate their vaccination programs.\nSo-called reopening stocks, most affected by the pandemic's lockdowns, were among the S&P's top gainers on Wednesday. These included Norwegian Cruise Line, up 8%, Carnival Corp, up 5.5% and Royal Caribbean, up 5.2%.\nGoodyear Tire & Rubber Co rose 2.6% after Deutsche Bank upgraded the stock to \"buy\" from \"hold\".\nStanley Black & Decker advanced 3.3% after Sweden's Securitas agreed to buy its electronic security solutions business for $3.2 billion.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.68-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored advancers.\nThe S&P 500 posted 31 new 52-week highs and no new lows; the Nasdaq Composite recorded 36 new highs and 39 new lows.\nOn U.S. exchanges 10.3 billion shares changed hands compared with the 11.52 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818785896,"gmtCreate":1630450477615,"gmtModify":1630450477615,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/818785896","repostId":"1169387208","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834032507,"gmtCreate":1629761633109,"gmtModify":1629761633109,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Sweet","listText":"Sweet","text":"Sweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/834032507","repostId":"2161777891","repostType":4,"repost":{"id":"2161777891","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629750559,"share":"https://www.laohu8.com/m/news/2161777891?lang=&edition=full","pubTime":"2021-08-24 04:29","market":"us","language":"en","title":"Wall St gains, Nasdaq notches record closing high on full vaccine approval","url":"https://stock-news.laohu8.com/highlight/detail?id=2161777891","media":"Reuters","summary":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closi","content":"<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St gains, Nasdaq notches record closing high on full vaccine approval</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\">\nWall St gains, Nasdaq notches record closing high on full vaccine approval\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-24 04:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.</p>\n<p>All three major U.S. stock indexes ended the session sharply higher, with the S&amp;P 500 in the session's final minutes just failing to hold what would have been a record-high close.</p>\n<p>Surging crude prices, driven by expected demand growth, putting energy shares&nbsp;out front.</p>\n<p>\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"</p>\n<p>\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"</p>\n<p>The U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc&nbsp;and <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;in a move that could accelerate inoculations in the United States.</p>\n<p>\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"</p>\n<p>Pfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.</p>\n<p>Rival Moderna Inc&nbsp;gained 7.5%.</p>\n<p>Spiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.</p>\n<p>For an interactive graphic on worldwide vaccine deployment and access, click here</p>\n<p>Data released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.</p>\n<p>Market participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.</p>\n<p>The Dow Jones Industrial Average&nbsp;rose 215.63 points, or 0.61%, to 35,335.71, the S&amp;P 500&nbsp;gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite&nbsp;added 227.99 points, or 1.55%, to 14,942.65.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, seven ended the session green, with energy enjoying its best day in nearly two months.</p>\n<p>Exxon Mobil Corp&nbsp;and Chevron Corp&nbsp;gained 4.1% and 2.6%, respectively.</p>\n<p>U.S.-listed shares of Trillium Therapeutics Inc&nbsp;soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.</p>\n<p>General Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.</p>\n<p>Volume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161777891","content_text":"NEW YORK, Aug 23 (Reuters) - Wall Street rallied on Monday, and the Nasdaq reached an all-time closing high as sentiment was boosted by full FDA approval of a COVID-19 vaccine and market participants looked ahead to the Jackson Hole Symposium expected to convene later this week.\nAll three major U.S. stock indexes ended the session sharply higher, with the S&P 500 in the session's final minutes just failing to hold what would have been a record-high close.\nSurging crude prices, driven by expected demand growth, putting energy shares out front.\n\"This has been the script all along,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York. \"We make new highs, pull back, and then we’re off to the races again.\"\n\"That tells me the fundamentals are in place,\" Cardillo added. \"There’s worries out there, but it’s hard to keep this market down.\"\nThe U.S. Food and Drug Administration (FDA) granted full approval to the COVID-19 vaccine developed by Pfizer Inc and BioNTech SE in a move that could accelerate inoculations in the United States.\n\"Full approval means that there’s most likely going to be more mandates, more companies will mandate that you have to get the vaccine in order to get back to the office,\" Cardillo said. \"I don’t think this will get all the doubters vaccinated but this news today will probably drive (the vaccinated rate) closer to 75%.\"\nPfizer and U.S.-listed shares of BioNTech advanced 2.5% and 9.6%, respectively.\nRival Moderna Inc gained 7.5%.\nSpiking COVID-19 infections caused by the highly contagious Delta variant have fueled concerns over a protracted recovery from the global health crisis.\nFor an interactive graphic on worldwide vaccine deployment and access, click here\nData released on Monday painted a \"Goldilocks\" portrait of an economic recovery headed in the right direction, but not enough to warrant a change in the Federal Reserve's dovish monetary policy, which helped feed investor risk appetite.\nMarket participants look to the Jackson Hole Symposium, due to convene in Wyoming later this week. The comments of Fed Chairman Jerome Powell will be closely parsed for clues regarding the central bank's policy-tightening timeline.\nThe Dow Jones Industrial Average rose 215.63 points, or 0.61%, to 35,335.71, the S&P 500 gained 37.86 points, or 0.85%, to 4,479.53 and the Nasdaq Composite added 227.99 points, or 1.55%, to 14,942.65.\nOf the 11 major sectors in the S&P 500, seven ended the session green, with energy enjoying its best day in nearly two months.\nExxon Mobil Corp and Chevron Corp gained 4.1% and 2.6%, respectively.\nU.S.-listed shares of Trillium Therapeutics Inc soared 188.8% after Pfizer agreed to buy the cancer drug developer in a $2.26 billion deal.\nGeneral Motors Co fell 1.3% following its announcement that it would take a $1 billion hit to expand the recall of its Chevrolet Bolt electric vehicles.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.46-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored advancers.\nThe S&P 500 posted 57 new 52-week highs and 1 new low; the Nasdaq Composite recorded 108 new highs and 54 new lows.\nVolume on U.S. exchanges was 8.63 billion shares, compared with the 9.15 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131095519,"gmtCreate":1621815610931,"gmtModify":1621815610931,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Ok. Interesting&nbsp;","listText":"Ok. Interesting&nbsp;","text":"Ok. Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/131095519","repostId":"1196215338","repostType":4,"repost":{"id":"1196215338","kind":"news","pubTimestamp":1621815461,"share":"https://www.laohu8.com/m/news/1196215338?lang=&edition=full","pubTime":"2021-05-24 08:17","market":"us","language":"en","title":"Morgan Stanley: Here Are The 4 \"Worries\" That Will Dominate The Next 6-12 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=1196215338","media":"zerohedge","summary":"By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley\nAll Gas, No Brakes\nThe weather in ","content":"<p><i>By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley</i></p>\n<p><b>All Gas, No Brakes</b></p>\n<p>The weather in London this week has been rainy&nbsp;<i>while</i>&nbsp;sunny, which feels like a fair description of current sentiment, as we’ve been discussing our mid-year outlook with investors this week. There’s a&nbsp;<i>wide</i>&nbsp;range of views out there at the moment, with the noisiness of the data giving everyone something to hang their hat on. In short, it’s the perfect time to step back and debate the longer-term outlook.</p>\n<p>The most notable aspect of our forecasts, and one of the most contentious areas of debate, is just how much&nbsp;our expectations differ from the prior decade.&nbsp;The post-GFC period was defined by fiscal austerity,&nbsp;<i>low</i>&nbsp;investment, a deleveraging consumer and central banks acting&nbsp;<i>pre-emptively</i>&nbsp;to choke off inflationary risk. Indeed,<b>for all that we associate ‘easy policy’ with the last cycle, the PBOC tightening in 2010, the ECB hiking in 2011 and the Fed hiking in 2015 were all aggressive&nbsp;</b><b><i>early</i></b><b>&nbsp;moves to nip inflation in the bud.</b></p>\n<p><b>Our expectations this time around couldn’t be more different.</b>Fiscal policy is historically expansionary. The consumer in the US, Europe and China is in outstanding shape, with record levels of savings. We see a ‘red-hot capex cycle’ and public and private sector investment increasing. Global real rates are still near all-time lows. As my colleague Chetan Ahya noted in last week’s&nbsp;<i>Sunday Start</i>,<b>fiscal easing, cheap money, a strong consumer and more investment are four powerful cylinders in the proverbial economic engine.</b></p>\n<p>But just as notable is the expected policy response. In the face of strong growth, we think that central banks remain unusually standoffish. For the Fed, it’s a focus on still-elevated unemployment, coupled with a recent commitment to average inflation targeting. For the ECB, it’s awareness of a long-running inflation undershoot and memories of the 2011 hikes. For China, it’s taking a more gradual approach to tightening than after the last downturn.</p>\n<p><b>In short, it’s a global economy with a lot of gas and few brakes:</b>And if that is so, it means the risk case is different. After a decade where risk often skewed to the downside and the question was what new form of easing would central banks conjure up to fight weakness, the issue now is that growth is&nbsp;<i>good</i>. Hence<b>:</b></p>\n<ol>\n <li><p><b>Will the recovery create inflation?</b></p></li>\n <li><p><b>Will it alter central bank policy?</b></p></li>\n <li><p><b>Will that lead to margin and tax pressures?</b></p></li>\n <li><p><b>And is good growth already in the price?</b></p></li>\n</ol>\n<p><i>If</i>&nbsp;these are the ‘worries’ that will dominate the next 6-12 months, they won’t apply evenly. For US equities and credit, as well as segments of EM, these concerns will be front and center. But for Europe (and Japan), the questions of excessive valuations, high inflation, a hawkish policy shift or new corporate taxes seem much more distant. Maybe this distinction is obvious, but we think that it still works to Europe’s advantage.</p>\n<p>A hotter cycle could also mean a&nbsp;<i>shorter</i>&nbsp;cycle, and an unusually fast normalization of conditions. Such a scenario disadvantages credit. The asset class sees outstanding early-cycle, post-recession performance as growth recovers and companies focus on survival. But as things heat up, extra growth doesn’t mean any extra income from a corporate bond. On a cross-asset basis, credit underperforms on our new 12-month forecasts, and credit risk premiums look rich relative to other assets.<b>With a change in view from Srikanth Sankaran and our credit strategy team,&nbsp;we’ve downgraded credit&nbsp;to equal-weight.</b></p>\n<p>Finally, these forecasts invite an even more important&nbsp;<i>structural</i>&nbsp;question. Again, our expectations for strong fiscal, monetary and capital spending and consumer trends are&nbsp;<i>very</i>&nbsp;different from what prevailed over the last decade.<b>Will this mean an exit from the secular stagnation of the post-GFC mindset? If we are right, this should be an increasingly important debate.</b></p>\n<p>As we’ve told this story over the last week, opinions, like the weather, have been mixed. We’ve talked to plenty of investors who think it’s finally Europe’s time to shine, and plenty of others who worry it will remain a serial disappointment.<b>One investor described our expectation that the Fed doesn’t hike until 3Q23 as ‘what the Fed wants to do, not what it will do’, while another thought the Fed wouldn’t be able to complete tapering, given market sensitivity to real rates.</b></p>\n<p>Opinion on the big picture is similarly divided.<b>Indeed, the current debate reminds me quite a bit of 2010, when there was a sharp division between those who expected a rapid return of pre-crisis conditions (higher rates, EM leadership), and those who thought otherwise.</b>As growth and inflation pick up, we expect a trickier summer, but also an ongoing debate around these larger issues. Rain during sunshine could be something we need to get used to.</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>Morgan Stanley: Here Are The 4 \"Worries\" That Will Dominate The Next 6-12 Months</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\">\nMorgan Stanley: Here Are The 4 \"Worries\" That Will Dominate The Next 6-12 Months\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/morgan-stanley-here-are-4-worries-will-dominate-next-6-12-months><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley\nAll Gas, No Brakes\nThe weather in London this week has been rainy while sunny, which feels like a fair description of current ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/morgan-stanley-here-are-4-worries-will-dominate-next-6-12-months\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/morgan-stanley-here-are-4-worries-will-dominate-next-6-12-months","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196215338","content_text":"By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley\nAll Gas, No Brakes\nThe weather in London this week has been rainy while sunny, which feels like a fair description of current sentiment, as we’ve been discussing our mid-year outlook with investors this week. There’s a wide range of views out there at the moment, with the noisiness of the data giving everyone something to hang their hat on. In short, it’s the perfect time to step back and debate the longer-term outlook.\nThe most notable aspect of our forecasts, and one of the most contentious areas of debate, is just how much our expectations differ from the prior decade. The post-GFC period was defined by fiscal austerity, low investment, a deleveraging consumer and central banks acting pre-emptively to choke off inflationary risk. Indeed,for all that we associate ‘easy policy’ with the last cycle, the PBOC tightening in 2010, the ECB hiking in 2011 and the Fed hiking in 2015 were all aggressive early moves to nip inflation in the bud.\nOur expectations this time around couldn’t be more different.Fiscal policy is historically expansionary. The consumer in the US, Europe and China is in outstanding shape, with record levels of savings. We see a ‘red-hot capex cycle’ and public and private sector investment increasing. Global real rates are still near all-time lows. As my colleague Chetan Ahya noted in last week’s Sunday Start,fiscal easing, cheap money, a strong consumer and more investment are four powerful cylinders in the proverbial economic engine.\nBut just as notable is the expected policy response. In the face of strong growth, we think that central banks remain unusually standoffish. For the Fed, it’s a focus on still-elevated unemployment, coupled with a recent commitment to average inflation targeting. For the ECB, it’s awareness of a long-running inflation undershoot and memories of the 2011 hikes. For China, it’s taking a more gradual approach to tightening than after the last downturn.\nIn short, it’s a global economy with a lot of gas and few brakes:And if that is so, it means the risk case is different. After a decade where risk often skewed to the downside and the question was what new form of easing would central banks conjure up to fight weakness, the issue now is that growth is good. Hence:\n\nWill the recovery create inflation?\nWill it alter central bank policy?\nWill that lead to margin and tax pressures?\nAnd is good growth already in the price?\n\nIf these are the ‘worries’ that will dominate the next 6-12 months, they won’t apply evenly. For US equities and credit, as well as segments of EM, these concerns will be front and center. But for Europe (and Japan), the questions of excessive valuations, high inflation, a hawkish policy shift or new corporate taxes seem much more distant. Maybe this distinction is obvious, but we think that it still works to Europe’s advantage.\nA hotter cycle could also mean a shorter cycle, and an unusually fast normalization of conditions. Such a scenario disadvantages credit. The asset class sees outstanding early-cycle, post-recession performance as growth recovers and companies focus on survival. But as things heat up, extra growth doesn’t mean any extra income from a corporate bond. On a cross-asset basis, credit underperforms on our new 12-month forecasts, and credit risk premiums look rich relative to other assets.With a change in view from Srikanth Sankaran and our credit strategy team, we’ve downgraded credit to equal-weight.\nFinally, these forecasts invite an even more important structural question. Again, our expectations for strong fiscal, monetary and capital spending and consumer trends are very different from what prevailed over the last decade.Will this mean an exit from the secular stagnation of the post-GFC mindset? If we are right, this should be an increasingly important debate.\nAs we’ve told this story over the last week, opinions, like the weather, have been mixed. We’ve talked to plenty of investors who think it’s finally Europe’s time to shine, and plenty of others who worry it will remain a serial disappointment.One investor described our expectation that the Fed doesn’t hike until 3Q23 as ‘what the Fed wants to do, not what it will do’, while another thought the Fed wouldn’t be able to complete tapering, given market sensitivity to real rates.\nOpinion on the big picture is similarly divided.Indeed, the current debate reminds me quite a bit of 2010, when there was a sharp division between those who expected a rapid return of pre-crisis conditions (higher rates, EM leadership), and those who thought otherwise.As growth and inflation pick up, we expect a trickier summer, but also an ongoing debate around these larger issues. Rain during sunshine could be something we need to get used to.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879550325,"gmtCreate":1636752230101,"gmtModify":1636752230101,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Wo","listText":"Wo","text":"Wo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879550325","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p>\n<p>The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p>\n<p>He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p>\n<p>However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p>\n<p>Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p>\n<p>Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p>\n<p>New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p>\n<p>He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</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>Nvidia shares fell nearly 2% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares fell nearly 2% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-12 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p>\n<p>The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p>\n<p>He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p>\n<p>However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p>\n<p>Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p>\n<p>Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p>\n<p>New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p>\n<p>He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841254269,"gmtCreate":1635918444806,"gmtModify":1635918444806,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/841254269","repostId":"1181183330","repostType":4,"repost":{"id":"1181183330","kind":"news","pubTimestamp":1635916365,"share":"https://www.laohu8.com/m/news/1181183330?lang=&edition=full","pubTime":"2021-11-03 13:12","market":"hk","language":"en","title":"Ant-backed Kakao Pay doubles on debut, allaying fears of S.Korea scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=1181183330","media":"Reuters","summary":"South Korean financial services app Kakao Pay Corp(377300.KS)more than doubled in its trading debut ","content":"<p>South Korean financial services app Kakao Pay Corp(377300.KS)more than doubled in its trading debut on Wednesday, zooming ahead of the country's established finance companies in value, as investors were enticed by its growth prospects.</p>\n<p>The stellar showing of Kakao Pay comes as a relief for investors who were worried about South Korea's heightened regulatory scrutiny of internet-based financial \"platform\" companies, and could indicate that an IPO boom in the country has room to run.</p>\n<p>Shares of Kakao Pay, which is backed by China's Ant Group, climbed to 193,000 won by early afternoon on Wednesday after opening at double the IPO price of 90,000 won.</p>\n<p>That gave it a market capitalisation of 25.1 trillion won ($21.24 billion), more than KB Financial's&nbsp;23.1 trillion won and behind only the 28.1 trillion won of affiliate Kakao Bank&nbsp;- which listed in August - among financial companies.</p>\n<p>\"The red-hot IPO demand may have peaked sometime earlier but the market is still very friendly to platform business IPOs. Kakao Pay's solid debut is proof and dispelled concerns about regulatory issues,\" said Sung Jong-hwa, analyst at eBest Investment &amp; Securities.</p>\n<p>\"Among platform businesses, content and mobility listings will likely follow fintech next year.\"</p>\n<p>Kakao Pay raised 1.5 trillion won from its IPO, but only after a regulator's warning led it to delay the offering by about a month and trim an indicative price range.</p>\n<p>Valuation concerns had pummelled Krafton Inc(259960.KS), the South Korean company behind blockbuster video game \"Player&nbsp;Unknown's Battlegrounds\" (PUBG), in its trading debut in August.</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>Ant-backed Kakao Pay doubles on debut, allaying fears of S.Korea scrutiny</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\">\nAnt-backed Kakao Pay doubles on debut, allaying fears of S.Korea scrutiny\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 13:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/business/cop/shares-skorea-fintech-firm-kakao-pay-jump-debut-2021-11-03/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>South Korean financial services app Kakao Pay Corp(377300.KS)more than doubled in its trading debut on Wednesday, zooming ahead of the country's established finance companies in value, as investors ...</p>\n\n<a href=\"https://www.reuters.com/business/cop/shares-skorea-fintech-firm-kakao-pay-jump-debut-2021-11-03/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.reuters.com/business/cop/shares-skorea-fintech-firm-kakao-pay-jump-debut-2021-11-03/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181183330","content_text":"South Korean financial services app Kakao Pay Corp(377300.KS)more than doubled in its trading debut on Wednesday, zooming ahead of the country's established finance companies in value, as investors were enticed by its growth prospects.\nThe stellar showing of Kakao Pay comes as a relief for investors who were worried about South Korea's heightened regulatory scrutiny of internet-based financial \"platform\" companies, and could indicate that an IPO boom in the country has room to run.\nShares of Kakao Pay, which is backed by China's Ant Group, climbed to 193,000 won by early afternoon on Wednesday after opening at double the IPO price of 90,000 won.\nThat gave it a market capitalisation of 25.1 trillion won ($21.24 billion), more than KB Financial's 23.1 trillion won and behind only the 28.1 trillion won of affiliate Kakao Bank - which listed in August - among financial companies.\n\"The red-hot IPO demand may have peaked sometime earlier but the market is still very friendly to platform business IPOs. Kakao Pay's solid debut is proof and dispelled concerns about regulatory issues,\" said Sung Jong-hwa, analyst at eBest Investment & Securities.\n\"Among platform businesses, content and mobility listings will likely follow fintech next year.\"\nKakao Pay raised 1.5 trillion won from its IPO, but only after a regulator's warning led it to delay the offering by about a month and trim an indicative price range.\nValuation concerns had pummelled Krafton Inc(259960.KS), the South Korean company behind blockbuster video game \"Player Unknown's Battlegrounds\" (PUBG), in its trading debut in August.","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839791371,"gmtCreate":1629179565393,"gmtModify":1629179565393,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Ok&nbsp; good","listText":"Ok&nbsp; good","text":"Ok good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/839791371","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"content":"what do you think?","text":"what do you think?","html":"what do you think?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155766718,"gmtCreate":1625454559134,"gmtModify":1625454559134,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/155766718","repostId":"1138258779","repostType":4,"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137192819,"gmtCreate":1622324800231,"gmtModify":1622324800231,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/137192819","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693380960,"gmtCreate":1639970726558,"gmtModify":1639970726558,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/693380960","repostId":"1183475424","repostType":4,"repost":{"id":"1183475424","kind":"news","pubTimestamp":1639967829,"share":"https://www.laohu8.com/m/news/1183475424?lang=&edition=full","pubTime":"2021-12-20 10:37","market":"us","language":"en","title":"Apple Stock: The Strongest Shield Against Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1183475424","media":"Seeking Alpha","summary":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to a","content":"<p><b>Summary</b></p>\n<ul>\n <li>With inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.</li>\n <li>While rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.</li>\n <li>Apple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.</li>\n <li>Its strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.</li>\n <li>As such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf73ac36a98ce54b343c7e6b613f4d9\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>guvendemir/iStock Unreleased via Getty Images</span></p>\n<p>As one of the world’s best performing stocks, Apple(NASDAQ:AAPL)&nbsp;has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by&nbsp;more than 220x&nbsp;since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.</p>\n<p>And Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to&nbsp;$30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in&nbsp;July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef3ca2d04c1b55a465e12bfae79890e\" tg-width=\"640\" tg-height=\"315\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p>\n<p>While rate hikes typically cause investors to turn risk averse due to concerns over&nbsp;faster erosion of value on future gains&nbsp;and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.</p>\n<p>With the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.</p>\n<p><b>FY 2021 Overview and Recap of Fundamental Prospects</b></p>\n<p>Fiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.</p>\n<p><b>Key Developments in Products</b></p>\n<p>iPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by&nbsp;attracting switchers&nbsp;from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by&nbsp;strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like&nbsp;Verizon&nbsp;and&nbsp;AT&amp;T&nbsp;have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend&nbsp;more than $700 billion&nbsp;over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.</p>\n<p>Mac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the&nbsp;all-new M1-powered iMac&nbsp;earlier this year, Apple also unveiled the&nbsp;reimagined M1-Pro / M1-Max powered MacBook Pro&nbsp;in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped&nbsp;over 3.2 million units&nbsp;of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a&nbsp;$224.3 billion&nbsp;and$600 billion&nbsp;market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.</p>\n<p>Recent speculations on Apple’s intentions to&nbsp;strengthen its in-house chip development capacity&nbsp;will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.</p>\n<p><b>Key Developments in Services</b></p>\n<p>On the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include&nbsp;Spatial Audio and Lossless Audiofor Apple Music and the&nbsp;Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a&nbsp;projected value of $61 billion&nbsp;over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the&nbsp;Apple One bundle&nbsp;is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.</p>\n<p>Continued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of&nbsp;more than $400 billion&nbsp;over the next five years. With AAPL hosting&nbsp;one of the largest and most used app stores&nbsp;in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite&nbsp;mounting global regulatory scrutiny&nbsp;over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing&nbsp;legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in&nbsp;delaying App Store changes&nbsp;ordered by U.S. District Judge Yvonne Gonzalez Rogers in&nbsp;September&nbsp;as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.</p>\n<p>Currently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by&nbsp;at most $4 billion per year&nbsp;which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.</p>\n<p><b>Key Catalysts Ahead</b></p>\n<p>Apple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a&nbsp;VR headset and AR glasses&nbsp;by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.</p>\n<p>Over the next five years, opportunities pertaining to the metaverse are expected to blossom into an&nbsp;$800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.</p>\n<p>Speculations on Apple’s ongoing development of&nbsp;a self-driving electric car&nbsp;is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of&nbsp;more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.</p>\n<p>While Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by&nbsp;at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.</p>\n<p><b>Valuation Prospects and Potential Impacts from the Impending Rate Increases</b></p>\n<p>Adjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our&nbsp;most recent analysis&nbsp;on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.</p>\n<p><img src=\"https://static.tigerbbs.com/b5aa95136cfca6f95b962ea36eadab74\" tg-width=\"640\" tg-height=\"257\" width=\"100%\" height=\"auto\"></p>\n<p><i>i. Base Case Financial Projections:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6585b165abd25fab7d171dd944d05156\" tg-width=\"640\" tg-height=\"316\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.</span></p>\n<p>Drawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e88e904b5b900fbcdf4541d856570e2d\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>The revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.</p>\n<p>The valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.</p>\n<p><i>i. Base Case Valuation Analysis:</i></p>\n<p><img src=\"https://static.tigerbbs.com/81f992ef8b2b59ea879f69a7b1e7ad52\" tg-width=\"640\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p>\n<p><i>ii. Sensitivity Analysis:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da8b21dae04fd263929ab26bd8d83907\" tg-width=\"640\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p><b>Conclusion</b></p>\n<p>Based on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.</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 Stock: The Strongest Shield Against Rate Hikes</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\">\nApple Stock: The Strongest Shield Against Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 10:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475887-apple-stock-aapl-strongest-shield-against-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183475424","content_text":"Summary\n\nWith inflation running its hottest course in 40 years, the Federal Reserve has decided to accelerate the stimulus tapering schedule and prepare for raising interest rates as early as March.\nWhile rate hikes have historically deterred investors from growth stocks due to concerns over eroding valuation prospects, the Apple stock has remained largely resilient.\nApple is expected to realize additional upsides ahead, sustained by robust demand for its existing offerings and new opportunities arising from nascent technologies like AR/VR and autonomous vehicles.\nIts strong net cash position also provides sufficient dry powder to fund additional growth in coming years without incurring additional costs of capital amidst rising interest rates.\nAs such, Apple's bullish thesis remains intact as it approaches a $3 trillion valuation, despite broader market valuation risks ahead.\n\nguvendemir/iStock Unreleased via Getty Images\nAs one of the world’s best performing stocks, Apple(NASDAQ:AAPL) has gained close to 40% this year. The stock, which last peaked at $182.13 not too long ago, is currently less than 7% from being the first U.S. publicly listed company to reach a $3 trillion market value and single-handedly accounts for about 15% of the tech-heavy Nasdaq 100’s performance. Apple’s market value has grown by more than 220x since the late 1990s, buoyed by the company’s continuous ability to capture robust demand for its innovative portfolio of products and services.\nAnd Apple’s strong fundamentals are expected to help the stock defy adverse impacts from the imminent rate hikes beginning next year. With inflation running at its hottest in almost four decades, the Federal Reserve decided Wednesday that it will increase the pace at which it is dialing back on the $120 billion monthly bond repurchasing program from $15 billion per month, which began in November, to $30 billion per month. This would effectively conclude the stimulus program, put in place at the onset of the pandemic, coming March, rather than in July as initially planned. Rate hikes are expected to begin soon after to counter rising price pressures, with Federal Reserve Chair Jerome Powell affirming that the process will only begin after tapering ends and at a gradual pace. The latest dot plot indicates potential for the Federal Fund Rate to lift-off from near-zero beginning early 2022 with three quarter-point increases, plus another three in 2023 and two more in 2024. If materialized, the process would up the funds rate to 2.1% by 2024.\nSource: Bloomberg\nWhile rate hikes typically cause investors to turn risk averse due to concerns over faster erosion of value on future gains and stalled business growth due to rising costs of capital, especially for high-growth stocks, Apple gained close to 3% upon release of the Fed’s update on policy tightening. The stock closed at $179.30 on December 15th, nearing its peak of $182 on Monday. Apple’s rally, along with similar uptrends observed across other mega-cap tech stocks, accordingly drove intra-day gains of 2.4% for the Nasdaq 100 following the Federal Reserve’s update, indicating investors’ preference to park their money in companies with robust growth prospects to counter risks from the impending rate increases.\nWith the coming holiday season a boon for Apple’s December-quarter sales, the stock’s valuation is expected to enter in the $3 trillion territory sooner than expected. Continued robust demand observed across Apple’s entire product line, generous share buy-backs, and additional revenue contributions expected within the foreseeable future resulting from new, cutting-edge products will also be key catalysts to support the company’s persistently strong fundamentals and keep the stock’s valuation above $3 trillion despite the impending rate hikes. Considering recent developments to the broader market and Apple’s growth prospects, we are raising our 12-month price target for the stock to $209.43.\nFY 2021 Overview and Recap of Fundamental Prospects\nFiscal 2021 was a big year for Apple. The company’s revenues for the year grew 33% from fiscal 2020 to $366 billion, despite on-and-off store closures resulting from recurring coronavirus outbreaks and supply chain constraints that have led to more than $9 billion in lost sales. Every product and service segment achieved record-setting revenues with more than 20% growth from previous year results. Much of the year’s success were attributable to a series of new product launches and feature upgrades. The most notable of which included the 5G-enabled family of iPhone 12s and iPhone 13s, as well as the M1-powered MacBook Pro and iPad Pro.\nKey Developments in Products\niPhone sales grew by 39% this year, the most amongst other segments, and drove more than half of Apple’s fiscal 2021 revenues. The results were a stark contrast to last year’s slump in demand for the mobile device when consumers braced for pandemic-driven economic uncertainties. iPhone sales are expected to remain robust in coming years as global 5G device upgrades continue to gather pace. The likely launch of a more affordable 5G-enabled iPhone SE in 2022 is also expected to further Apple’s market share gains by attracting switchers from “more than a billion non-premium Android users”, and drive the active installed base to another all-time high. The anticipated momentum is further corroborated by iPhone sales patterns observed in recent quarters following the launch of 5G-enabled iPhone 12s and iPhone 13s, where the number of upgraders and switchers grew by strong double digits. Apple’s strong ties with cell-phone carriers is also expected to drive meaningful iPhone sales contributions in coming years. Reputable wireless carriers in the U.S. like Verizon and AT&T have already been keen on promoting the sale of 5G-enabled devices like the iPhone 12 and iPhone 13 to encourage migration to the 5G network that they have spent billions of dollars on building across the nation. Telecom companies around the world are expected to spend more than $700 billion over the next five years on building-out the 5G network, underscoring significant additional growth opportunities ahead for the iPhone segment as carriers push for the strongest multiyear upgrade cycle in a decade to recoup their investments.\nMac and iPad sales also grew significantly in fiscal 2021, reaching record revenues of $35.2 billion and $31.9 billion, respectively. Following the introduction of the all-new M1-powered iMac earlier this year, Apple also unveiled the reimagined M1-Pro / M1-Max powered MacBook Pro in October. The custom M1 processors made the newest MacBook “better than any Intel-based device for nearly every productivity use case outside of gaming”. This accordingly drove incredible demand for the portable workstation from a diverse group of consumers, ranging from professional creators and photographers to corporate users and students. The company is estimated to have shipped over 3.2 million units of Mac products during the September quarter, which drove record-setting revenues for the segment, while boosting its rank in global PC sales to fourth place amongst other vendors. The introduction of M1-processors in Apple’s computing products also bolstered its position in capitalizing on the surge in global demand for PCs and multi-purpose tablets by allowing the company to build devices with innovative features that can be seamlessly integrated across its ecosystem of peripheral accessories and services to draw adjacent revenues. With accelerated adoption of hybrid work and study arrangements in the post-pandemic era, global demand for portable workstations like PCs and multi-purpose tablets are expected to remain elevated in coming years – the sectors are expected to grow into a $224.3 billion and$600 billion market, respectively, by 2025, which makes favorable trends for Apple’s Mac and iPad segments.\nRecent speculations on Apple’s intentions to strengthen its in-house chip development capacity will likely further the advancement of its technologies offered in coming years and draw additional demand to its products. The company is currently looking for engineers to build-out its capacity in the development of “wireless radios, radio-frequency integrated circuits, and a wireless system-on-chip (“SoC”)”, as well as “semiconductors for connecting Bluetooth and Wi-Fi”. These developments are expected to further enhance seamless integration across Apple’s devices and increase stickiness to its ecosystem of product and service offerings, making its chip unit one of the company’s “most prized assets”.\nKey Developments in Services\nOn the services front, a strong subscriber base had enabled the segment to hit record-setting revenues of more than $68.4 billion in fiscal 2021, up 27% from the prior year. To date, Apple has garnered more than 745 million paid subscribers across its high-margin service offerings, representing a five-fold increase over the last five years. Apple’s increasing push for a subscription-based business model across its wide variety of service platforms, ranging from Apple Music to iCloud storage solutions, paired with attractive new offerings that address key consumer trends in recent years have been a key driver to the company’s fast-expanding margins. New exciting add-on features introduced for existing service platforms include Spatial Audio and Lossless Audiofor Apple Music and the Apple Music Voice Plan. The new subscription-based offerings are expected to further Apple’s reach to adjacent opportunities stemming from increasing global usage of smartphones, laptops and other advanced home electronic products – for instance, the global music streaming market is expected to expand at a CAGR of 16% towards a projected value of $61 billion over the next five years, underscoring significant growth headroom for Apple Music. And Apple’s latest introduction of the Apple One bundle is expected to be a key contributor to furthering service segment sales in coming years by attracting new users to pay for subscription services that they otherwise would not have had it not been for the bundle discounts.\nContinued growth in market demand for mobile applications will also be a boon to Apple’s fast-growing services segment. The global market for mobile applications is expected to grow at a CAGR of 18.4% and reach a market value of more than $400 billion over the next five years. With AAPL hosting one of the largest and most used app stores in the world, it would be reasonable to assume that related revenues would grow at a similar pace. Despite mounting global regulatory scrutiny over Apple’s alleged antitrust violations with its App Store – the most notable of which stemming from an ongoing legal battle with Epic Games– the company’s continued focus on ensuring user privacy, security, and ease of transactions might have saved the day. According to a survey of 4,000 Apple product users performed by Morgan Stanley across the U.S. and China, most have indicated loyalty to Apple’s App store due to the “value of security, privacy and ease of transactions” provided, despite developers pushing for rights to transact outside of Apple’s ecosystem. Apple’s recent success in delaying App Store changes ordered by U.S. District Judge Yvonne Gonzalez Rogers in September as part of a year-long lawsuit brought against by Epic Games is another sign of the App Store’s continued strength. The company has argued that the court-mandated order to allow App Store users to “buy directly from developers on the web” would be a threat to the security of their privacy.\nCurrently, developers are fighting for their rights to have app users transact outside of Apple’s ecosystem, which charges developers a hefty commission fee of up to 30% on all purchases. As Apple continues with its appeal of the ruling, the ultimate court decision on whether App Store changes would need to be implemented could take at least another year. But even with an unfavorable ruling, where Apple would have to allow developers to redirect users to payments outside of its ecosystem and/or lower its in-app purchase commission rate, App Store revenues are only expected to decrease by at most $4 billion per year which will not place a material impact on its valuation prospects. The actual quantified impact might even be less than what the market has forecasted, considering the value that App Store users have ascribed to the level of security and convenience that Apple has offered through the platform.\nKey Catalysts Ahead\nApple is undoubtedly a key gateway to bringing emerging technologies to the mainstream due to its massive installed base of devices and related service platform users. And because of this, the highly anticipated launch of cutting-edge products like AR/VR headsets and autonomous vehicles in coming years will likely catapult the stock to new heights. The pioneer of disruptive consumer electronics and devices is expected to launch a VR headset and AR glasses by early 2023, a nascent technology that has been picking up steam in recent months with increasing talks of the metaverse. Similar to most VR headsets already available in the market, Apple’s will feature a 3D display to enable an immersive environment for a variety of activities from gaming to communicating. The differentiating factor will be the company’s plans to implement best-in-class graphics chips in the device to facilitate ultra-high-resolution displays. The impending VR headset will ultimately lay the foundation for its AR glasses, which Apple expects to be the “larger opportunity”.\nOver the next five years, opportunities pertaining to the metaverse are expected to blossom into an $800 billion market. Related software and service sales are expected to drive more than 70% of the projected addressable market, while the remainder will likely be driven by hardware sales. This makes strong tailwinds for Apple, which does not only stand to capitalize on growing metaverse opportunities through the sale of its impending AR/VR headset, but also adjacent revenues pertaining to the usage of related apps, software and service platforms.\nSpeculations on Apple’s ongoing development of a self-driving electric car is also expected to materialize into meaningful upsides for the stock within the foreseeable future. The company is now planning to launch the new product category by 2025, at which time the global autonomous vehicle market is expected to reach a value of more than $200 billion. The eventual car will likely feature homages to its existing product portfolio, like an “iPad-like touch screen” infotainment system. And on the technology front, Apple is believed to have completed the development of a custom silicon for powering the vehicle’s autonomous driving capabilities. The newest chips will soon be implemented into its existing fleet of retrofitted SUVs for testing in California according to the state’s DMV, a sign that the impending launch is near.\nWhile Apple’s current market value may already be reflective of “consistent material revenue contributions from new products and services over time”, additional upsides from the above-mentioned new product category launches are still missing. But this will likely change within the next 12 months as the impending launch of an Apple AR/VR device draws near. Near-term projections on early AR/VR device sales are expected to boost Apple’s valuation by at least $150 billion. And over time when metaverse trends continue to gain mainstream traction, Apple is expected to generate more than $200 billion in annual revenues from the AR/VR segment, which could add another 15% on top of its current market value.\nValuation Prospects and Potential Impacts from the Impending Rate Increases\nAdjusting our most recent forecast for Apple’s fiscal 2021 year-end results and December-quarter guidance, our base case projection estimates total net sales of $439.3 billion by the end of fiscal 2022, with further growth towards $668.5 billion by fiscal 2026. The growth assumptions applied across segment revenues in our forecast remains largely unchanged from our most recent analysis on the stock, with additional consideration for management’s near-term outlook on supply constraint impacts and the impending rate hikes. Specifically, lost revenues of $9 billion (i.e. approximately $3 billion during June-quarter and $6 billion during September-quarter) attributable to industry-wide chip shortages and pandemic-driven manufacturing delays during the second half of fiscal 2021 is expected to worsen into the first half of fiscal 2022. While there have been observed improvements to supply chain challenges, continuously robust demand for Apple products is what will drive a higher volume of lost sales in coming quarters. Nonetheless, Apple remains well-positioned for strong fundamentals ahead, which will help to alleviate some of investors’ concerns on valuation due to impending rate hikes.\n\ni. Base Case Financial Projections:\nSource: Author, with data from our internal financial forecast (Apple_-_Forecasted_Financial_Information.pdf). Please refer here for further detail on material growth assumptions applied.\nDrawing on the above considerations, our 12-month price target for the Apple stock has been revised to $209.43. This represents upside potential of more than 22% based on the last traded price of $171.14 on December 17th.\nSource: Author, with data from our internal valuation analysis.\nThe revised price target is derived using a discounted cash flow (“DCF”) analysis over a ten-year discrete period in conjunction with the financial projections updated for Apple’s recent developments as analyzed in earlier sections. Similar to our original valuation analysis, we have applied a WACC of 8% to discount Apple’s projected free cash flows. The discount function is reflective of the company’s risk profile, taking into consideration its current capital structure and strong balance sheet. Apple’s cost of capital for growth is not expected to change significantly as a result of the impending rate hikes, considering a large portion of its existing debt are fixed-rate notes. The company also boasts a consistently robust net cash position, in which management intends to deploy towards additional growth without having to incur incremental capital costs ahead of interest rate increases. This is expected to further cement investors’ confidence in the Apple stock, as they continue their “flight to quality” amidst fear of broader market pressure from rising interest rates.\nThe valuation analysis also assumes an exit multiple of 19.8x, which is consistent with current market expectations on Apple’s growth trajectory over the forecasted period. The applied exit multiple assumption could even improve further within the next 12 months, considering the impending launch of new product segments like AR/VR devices and autonomous vehicles, and offset any potential impacts from the upcoming increases to interest rates.\ni. Base Case Valuation Analysis:\n\nii. Sensitivity Analysis:\nSource: Author, with data from our internal valuation analysis.\nConclusion\nBased on the foregoing analysis, the anticipated addition of 175 to 200 basis points to the current near-zero Federal Fund Rate over the next two years is not expected to cause material adverse impacts to Apple’s performance from both a fundamental and valuation perspective. Robust global demand for Apple products and services, paired with new innovations are expected to further bolster the company’s fundamental growth prospects. This would accordingly bring additional improvements to Apple’s balance sheet, and further strengthen its position against downward valuation pressures from broader macro headwinds. In fact, increasing demand for quality growth stocks to counter risks resulting from the impending rate hikes might even fuel Apple’s valuation growth momentum. On these considerations, Apple remains one of the best-performing tech stocks to own given its robust uptrend to $3 trillion in the near-term despite impending rate hikes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600033807,"gmtCreate":1638000474038,"gmtModify":1638000474038,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600033807","repostId":"2186344334","repostType":4,"repost":{"id":"2186344334","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1637967996,"share":"https://www.laohu8.com/m/news/2186344334?lang=&edition=full","pubTime":"2021-11-27 07:06","market":"hk","language":"en","title":"Dow plunges 905 points in Black Friday selloff, books worst day in over a year as WHO declares new COVID 'variant of concern'","url":"https://stock-news.laohu8.com/highlight/detail?id=2186344334","media":"Dow Jones","summary":"Dow notches worst day for blue chips since Oct. 28, 2020, FactSet data show\nU.S. stock benchmarks su","content":"<p>Dow notches worst day for blue chips since Oct. 28, 2020, FactSet data show</p>\n<p>U.S. stock benchmarks suffered withering losses on Friday as stock and commodity markets plunged, after scientists detected a new COVID variant in South Africa that could be to blame for a recent sharp surge in cases, especially in Europe.</p>\n<p>U.S. markets were closed for Thanksgiving on Thursday and ended at 1 p.m. Eastern Time on Friday, three hours earlier than usual, and bond market trading ends at 2 p.m., an hour earlier than is typical.</p>\n<p>How are stock-index futures trading?</p>\n<p>On Wednesday, the Dow industrials fell 9.42 points to finish nearly flat at 35,804.38. The S&amp;P 500 slipped 0.2% to close at 4,701.46, just 0.1% below its Nov. 18 record close of 4,704.54, according to Dow Jones Market Data. The Nasdaq Composite Index rose 0.4% to 15,84.23.</p>\n<p>What's driving the market?</p>\n<p>It was an ugly day for stock investors during a thinly traded Black Friday session, which was susceptible to big swings on alarming news from public health officials who were assessing a new variant of the coronavirus that causes COVID-19.</p>\n<p>Late in the session, the World Health Organization's technical advisory group assigned the B. 1.1.529 variant of the virus the Greek letter omicron and declared it a \"variant of concern,\" as it did with the delta variant.</p>\n<p>Fear of a new variant overshadowed the usual focus on U.S. Black Friday shopping day, which puts the focus on retailers as consumers shop for bargains.</p>\n<p>Particularly notable about the variant is the \"large number of mutations, some of which are concerning,\" the WHO group said in a statement. The mutations could make omicron more resistant to the current batch of vaccines.</p>\n<p>The discovery of the new COVID strain was announced on Friday by South Africa's health minister Joe Phaahla. He said scientists were concerned because of its high number of mutations and the dramatic surge in infections the country had seen over the past four or five days.</p>\n<p>\"The pandemic and COVID variants remain <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest risks to markets, and are likely to continue to inject volatility over the next year(s),\" wrote Keith Lerner, co-chief investment officer and chief market strategist at Truist Advisory Services, in a Friday note. \"It's hard to say at this point how lasting or impactful this latest variant will be for markets,\" the analyst wrote.</p>\n<p>The omicron strain has been detected in Botswana and in Hong Kong in travelers who had visited South Africa.</p>\n<p>\"The one bull in the China shop that could truly derail the global recovery has always been a new strain of Covid-19 that swept the world and caused the reimposition of mass social retractions,\" said Jeffrey Halley, senior market analyst, at OANDA, in a note. \"All we know so far is the B. 1.1.529 is heavily mutated but markets are taking no chances.\"</p>\n<p>\"Just when you thought Covid was being controlled in a holiday shortened week,\" said Sam Stovall, chief investment strategist at CFRA Research, in emailed comments.</p>\n<p>Trading around the Thanksgiving holiday is often associated with lower trading volumes as traders typically wait until Monday to return to work. There was no U.S. economic data on the calendar for Friday.</p>\n<p>After new cases stabilized at 200 a day, South Africa reported more than 1,200 on Wednesday and 2,465 on Thursday.</p>\n<p>The U.K. government is banning flights from South Africa along with five other African nations, effective Friday.</p>\n<p>\"Predictably, energy, travel related and financials are the leading decliners and treasuries are rallying,\" wrote Jay Hatfield, CEO and portfolio manager at Infrastructure Capital Management, in emailed comments on Friday.</p>\n<p>\"It makes sense to have a market significant correction given the high level of uncertainty,\" the money manager wrote.</p>\n<p>\"At this stage very little is known,\" Deutsche Bank strategists, led by Jim Reid, told clients in a note. \"Mutations are often less severe so we shouldn't jump to conclusions but there is clearly a lot of concern about this one. Also South Africa is one of the world leaders in sequencing so we are more likely to see this sort of news originate from there than many countries. Suffice to say at this stage no one in markets will have any idea which way this will go.\"</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>Dow plunges 905 points in Black Friday selloff, books worst day in over a year as WHO declares new COVID 'variant of concern'</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\">\nDow plunges 905 points in Black Friday selloff, books worst day in over a year as WHO declares new COVID 'variant of concern'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-11-27 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dow notches worst day for blue chips since Oct. 28, 2020, FactSet data show</p>\n<p>U.S. stock benchmarks suffered withering losses on Friday as stock and commodity markets plunged, after scientists detected a new COVID variant in South Africa that could be to blame for a recent sharp surge in cases, especially in Europe.</p>\n<p>U.S. markets were closed for Thanksgiving on Thursday and ended at 1 p.m. Eastern Time on Friday, three hours earlier than usual, and bond market trading ends at 2 p.m., an hour earlier than is typical.</p>\n<p>How are stock-index futures trading?</p>\n<p>On Wednesday, the Dow industrials fell 9.42 points to finish nearly flat at 35,804.38. The S&amp;P 500 slipped 0.2% to close at 4,701.46, just 0.1% below its Nov. 18 record close of 4,704.54, according to Dow Jones Market Data. The Nasdaq Composite Index rose 0.4% to 15,84.23.</p>\n<p>What's driving the market?</p>\n<p>It was an ugly day for stock investors during a thinly traded Black Friday session, which was susceptible to big swings on alarming news from public health officials who were assessing a new variant of the coronavirus that causes COVID-19.</p>\n<p>Late in the session, the World Health Organization's technical advisory group assigned the B. 1.1.529 variant of the virus the Greek letter omicron and declared it a \"variant of concern,\" as it did with the delta variant.</p>\n<p>Fear of a new variant overshadowed the usual focus on U.S. Black Friday shopping day, which puts the focus on retailers as consumers shop for bargains.</p>\n<p>Particularly notable about the variant is the \"large number of mutations, some of which are concerning,\" the WHO group said in a statement. The mutations could make omicron more resistant to the current batch of vaccines.</p>\n<p>The discovery of the new COVID strain was announced on Friday by South Africa's health minister Joe Phaahla. He said scientists were concerned because of its high number of mutations and the dramatic surge in infections the country had seen over the past four or five days.</p>\n<p>\"The pandemic and COVID variants remain <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest risks to markets, and are likely to continue to inject volatility over the next year(s),\" wrote Keith Lerner, co-chief investment officer and chief market strategist at Truist Advisory Services, in a Friday note. \"It's hard to say at this point how lasting or impactful this latest variant will be for markets,\" the analyst wrote.</p>\n<p>The omicron strain has been detected in Botswana and in Hong Kong in travelers who had visited South Africa.</p>\n<p>\"The one bull in the China shop that could truly derail the global recovery has always been a new strain of Covid-19 that swept the world and caused the reimposition of mass social retractions,\" said Jeffrey Halley, senior market analyst, at OANDA, in a note. \"All we know so far is the B. 1.1.529 is heavily mutated but markets are taking no chances.\"</p>\n<p>\"Just when you thought Covid was being controlled in a holiday shortened week,\" said Sam Stovall, chief investment strategist at CFRA Research, in emailed comments.</p>\n<p>Trading around the Thanksgiving holiday is often associated with lower trading volumes as traders typically wait until Monday to return to work. There was no U.S. economic data on the calendar for Friday.</p>\n<p>After new cases stabilized at 200 a day, South Africa reported more than 1,200 on Wednesday and 2,465 on Thursday.</p>\n<p>The U.K. government is banning flights from South Africa along with five other African nations, effective Friday.</p>\n<p>\"Predictably, energy, travel related and financials are the leading decliners and treasuries are rallying,\" wrote Jay Hatfield, CEO and portfolio manager at Infrastructure Capital Management, in emailed comments on Friday.</p>\n<p>\"It makes sense to have a market significant correction given the high level of uncertainty,\" the money manager wrote.</p>\n<p>\"At this stage very little is known,\" Deutsche Bank strategists, led by Jim Reid, told clients in a note. \"Mutations are often less severe so we shouldn't jump to conclusions but there is clearly a lot of concern about this one. Also South Africa is one of the world leaders in sequencing so we are more likely to see this sort of news originate from there than many countries. Suffice to say at this stage no one in markets will have any idea which way this will go.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4023":"应用软件","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4190":"消闲用品","ZM":"Zoom","BK4566":"资本集团","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","PTON":"Peloton Interactive, Inc.","BK4528":"SaaS概念"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186344334","content_text":"Dow notches worst day for blue chips since Oct. 28, 2020, FactSet data show\nU.S. stock benchmarks suffered withering losses on Friday as stock and commodity markets plunged, after scientists detected a new COVID variant in South Africa that could be to blame for a recent sharp surge in cases, especially in Europe.\nU.S. markets were closed for Thanksgiving on Thursday and ended at 1 p.m. Eastern Time on Friday, three hours earlier than usual, and bond market trading ends at 2 p.m., an hour earlier than is typical.\nHow are stock-index futures trading?\nOn Wednesday, the Dow industrials fell 9.42 points to finish nearly flat at 35,804.38. The S&P 500 slipped 0.2% to close at 4,701.46, just 0.1% below its Nov. 18 record close of 4,704.54, according to Dow Jones Market Data. The Nasdaq Composite Index rose 0.4% to 15,84.23.\nWhat's driving the market?\nIt was an ugly day for stock investors during a thinly traded Black Friday session, which was susceptible to big swings on alarming news from public health officials who were assessing a new variant of the coronavirus that causes COVID-19.\nLate in the session, the World Health Organization's technical advisory group assigned the B. 1.1.529 variant of the virus the Greek letter omicron and declared it a \"variant of concern,\" as it did with the delta variant.\nFear of a new variant overshadowed the usual focus on U.S. Black Friday shopping day, which puts the focus on retailers as consumers shop for bargains.\nParticularly notable about the variant is the \"large number of mutations, some of which are concerning,\" the WHO group said in a statement. The mutations could make omicron more resistant to the current batch of vaccines.\nThe discovery of the new COVID strain was announced on Friday by South Africa's health minister Joe Phaahla. He said scientists were concerned because of its high number of mutations and the dramatic surge in infections the country had seen over the past four or five days.\n\"The pandemic and COVID variants remain one of the biggest risks to markets, and are likely to continue to inject volatility over the next year(s),\" wrote Keith Lerner, co-chief investment officer and chief market strategist at Truist Advisory Services, in a Friday note. \"It's hard to say at this point how lasting or impactful this latest variant will be for markets,\" the analyst wrote.\nThe omicron strain has been detected in Botswana and in Hong Kong in travelers who had visited South Africa.\n\"The one bull in the China shop that could truly derail the global recovery has always been a new strain of Covid-19 that swept the world and caused the reimposition of mass social retractions,\" said Jeffrey Halley, senior market analyst, at OANDA, in a note. \"All we know so far is the B. 1.1.529 is heavily mutated but markets are taking no chances.\"\n\"Just when you thought Covid was being controlled in a holiday shortened week,\" said Sam Stovall, chief investment strategist at CFRA Research, in emailed comments.\nTrading around the Thanksgiving holiday is often associated with lower trading volumes as traders typically wait until Monday to return to work. There was no U.S. economic data on the calendar for Friday.\nAfter new cases stabilized at 200 a day, South Africa reported more than 1,200 on Wednesday and 2,465 on Thursday.\nThe U.K. government is banning flights from South Africa along with five other African nations, effective Friday.\n\"Predictably, energy, travel related and financials are the leading decliners and treasuries are rallying,\" wrote Jay Hatfield, CEO and portfolio manager at Infrastructure Capital Management, in emailed comments on Friday.\n\"It makes sense to have a market significant correction given the high level of uncertainty,\" the money manager wrote.\n\"At this stage very little is known,\" Deutsche Bank strategists, led by Jim Reid, told clients in a note. \"Mutations are often less severe so we shouldn't jump to conclusions but there is clearly a lot of concern about this one. Also South Africa is one of the world leaders in sequencing so we are more likely to see this sort of news originate from there than many countries. Suffice to say at this stage no one in markets will have any idea which way this will go.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887720443,"gmtCreate":1632100983782,"gmtModify":1632100983782,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/887720443","repostId":"1194891884","repostType":4,"repost":{"id":"1194891884","kind":"news","pubTimestamp":1632091615,"share":"https://www.laohu8.com/m/news/1194891884?lang=&edition=full","pubTime":"2021-09-20 06:46","market":"us","language":"en","title":"Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1194891884","media":"Barrons","summary":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also","content":"<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.</p>\n<p>Lennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report&nbsp;on Thursday. Investor days this week include&nbsp;Biogen on Tuesday,&nbsp;Weyerhaeuser on Wednesday, and&nbsp;Salesforce.com on Thursday.</p>\n<p>The Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely&nbsp;to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s&nbsp;press conference with Fed chair Jerome Powell will be closely&nbsp;watched.</p>\n<p>Economic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’&nbsp;existing-home sales for August on Wednesday.</p>\n<p><b>Monday 9/20</b></p>\n<p>Lennar reports third-quarter fiscal-2021 results.</p>\n<p>Merck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.</p>\n<p><b>The National Association</b>&nbsp;of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.</p>\n<p><b>Tuesday 9/21</b></p>\n<p>Adobe, AutoZone, and FedEx release earnings.</p>\n<p>Biogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.</p>\n<p><b>The Census Bureau</b>&nbsp;reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.</p>\n<p><b>Wednesday 9/22</b></p>\n<p><b>The FOMC announces</b>&nbsp;its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.</p>\n<p>General Mills reports first-quarter fiscal-2022 results.</p>\n<p>Boston Scientific,Weyerhaeuser, and&nbsp;Yum China Holdings&nbsp;host their 2021 investor days.</p>\n<p><b>TheBank of Japan</b>&nbsp;announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.</p>\n<p><b>The National Association</b>&nbsp;of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5%&nbsp;from July’s 599,000.</p>\n<p><b>Thursday 9/23</b></p>\n<p>Accenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.</p>\n<p>Salesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.</p>\n<p><b>The Conference Board</b>&nbsp;releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.</p>\n<p><b>Friday 9/24</b></p>\n<p>Kansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.</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>Nike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week</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\">\nNike, Costco, FedEx, Salesforce, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 06:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\n...</p>\n\n<a href=\"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","FDX":"联邦快递","ADBE":"Adobe",".DJI":"道琼斯","NKE":"耐克","COST":"好市多",".IXIC":"NASDAQ Composite","CRM":"赛富时"},"source_url":"https://www.barrons.com/articles/nike-costco-fedex-salesforce-and-other-stocks-for-investors-to-watch-this-week-51632078208?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194891884","content_text":"The main event this week will be the Federal Reserve’s September policy meeting. Investors will also be watching for several corporate earnings releases, investor days, and the latest economic data.\nLennar reports quarterly earnings on Monday, followed by results from Adobe, AutoZone, and FedEx on Tuesday. General Mills goes on Wednesday, then Nike, Accenture, Costco Wholesale, and Darden Restaurants report on Thursday. Investor days this week include Biogen on Tuesday, Weyerhaeuser on Wednesday, and Salesforce.com on Thursday.\nThe Federal Reserve’s monetary policy committee meets on Tuesday and Wednesday this week. The central bank is unlikely to change its target interest rate range, but could give an update on its plans to begin reducing its monthly asset purchases. Wednesday afternoon’s press conference with Fed chair Jerome Powell will be closely watched.\nEconomic data out this week include the Conference Board’s Leading Economic Index for August on Thursday. There will also be several updates on the U.S. housing market including the National Association of Home Builders’ Housing Market Index for September on Monday, the Census Bureau’s new residential construction data for August on Tuesday, and the National Association of Realtors’ existing-home sales for August on Wednesday.\nMonday 9/20\nLennar reports third-quarter fiscal-2021 results.\nMerck presents data on its portfolio of cancer drugs, in conjunction with the European Society for Medical Oncology’s 2021 Congress.\nThe National Association of Home Builders releases its Housing Market Index for September. Economists forecast a 73 reading, two points below August’s figure, which was the lowest in more than a year.\nTuesday 9/21\nAdobe, AutoZone, and FedEx release earnings.\nBiogen hosts an investor day to discuss its pipeline of neuroscience therapeutics.\nThe Census Bureau reports on new residential construction for August. Consensus estimate is for a seasonally adjusted annual rate of 1.55 million housing starts, 1% higher than the July level. Housing starts are down from their post–financial crisis peak of 1.725 million, reached in March of this year.\nWednesday 9/22\nThe FOMC announces its monetary-policy decision. The Federal Reserve is likely to keep the federal-funds rate unchanged at near zero, but might signal that it will pare its asset purchases later this year.\nGeneral Mills reports first-quarter fiscal-2022 results.\nBoston Scientific,Weyerhaeuser, and Yum China Holdings host their 2021 investor days.\nTheBank of Japan announces its monetary-policy decision. The BOJ is widely expected to keep its key short-term interest rate unchanged at minus 0.1%, as Tokyo and other regions remain in a state of emergency through the end of September due to the Covid-19 Delta variant.\nThe National Association of Realtors reports existing-home sales for August. Expectations are for a seasonally adjusted annual rate of 578,000 homes sold, down 3.5% from July’s 599,000.\nThursday 9/23\nAccenture, Costco Wholesale, Darden Restaurants, and Nike hold conference calls to discuss their quarterly results.\nSalesforce.com holds its 2021 investor day. CEO Marc Benioff and Slack CEO Stewart Butterfield will be among the participants. Salesforce completed its $28 billion acquisition of Slack this summer.\nThe Conference Board releases its Leading Economic Index for August. Economists forecast a 0.5% month-over-month rise, after a 0.9% increase in July. The Conference Board currently projects 6% gross-domestic-product growth for 2021, and 4% for 2022.\nFriday 9/24\nKansas City Southernhosts a special shareholder meeting to vote on a proposed merger withCanadian Pacific Railway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186450412,"gmtCreate":1623534216836,"gmtModify":1623534216836,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Please like and comment&nbsp;","listText":"Please like and comment&nbsp;","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/186450412","repostId":"1189143522","repostType":4,"repost":{"id":"1189143522","kind":"news","pubTimestamp":1623513679,"share":"https://www.laohu8.com/m/news/1189143522?lang=&edition=full","pubTime":"2021-06-13 00:01","market":"us","language":"en","title":"Snowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189143522","media":"Barron's","summary":"Snowflake remains one of the best growth stories in the history of the software business, and that h","content":"<p>Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.</p>\n<p>In meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.</p>\n<p>Snowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.</p>\n<p>The long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.</p>\n<p>Canaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.</p>\n<p>But Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”</p>\n<p>Likewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.</p>","source":"lsy1610680873436","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>Snowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.</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\">\nSnowflake Is a Growth Juggernaut. Wall Street Is Thinking About Stock Value.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 00:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.\nIn meeting with analysts on Thursday,the cloud-...</p>\n\n<a href=\"https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.barrons.com/articles/snowflake-is-a-growth-juggernaut-wall-street-is-thinking-about-stock-value-51623432689?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189143522","content_text":"Snowflake remains one of the best growth stories in the history of the software business, and that has Wall Street talking about the stock’s valuation.\nIn meeting with analysts on Thursday,the cloud-data software company provided an ambitious goalof reaching $10 billion in product revenue in the January 2029 fiscal year. That compares to $554 million forthe January 2021 fiscal year.\nSnowflake (ticker: SNOW) should still be growing 30% at the top-line at that point, according to chief financial officer Mike Scarpelli, while generating 10% operating margins and free cash flow margins of 15% or better. He also said the company now sees a total addressable market of $90 billion, an expansion of more than 10% from the $81 billion estimated market size cited during its IPO roadshow in 2020.\nThe long-term growth goals help frame the huge opportunity that Snowflake has ahead, but did nothing to change the fundamental debate about the stock: Does the impressive growth rate—120% in product revenue in the latest year— justify the massive valuation? In afternoon trading Friday, shares were off 4.4%, to $237.84.\nCanaccord Genuity analyst David Hynes notes that if Snowflake hits its $10 billion target, it would be the fastest that a software company has reached that size. Hynes adds that the history of the management team, led by CEO Frank Slootman, suggests Snowflake could reach its target early.\nBut Hynes nonetheless is sticking with his Hold rating and $240 target price. “There’s no doubt that this is an exceptional business, but in our view, the stock’s current valuation”—about 47 times estimated calendar 2022 revenues—“fully reflects it.” He adds that as estimates move higher and the stock grinds sideways, he’s “getting closer to an upgrade,” but isn’t there yet. “We’re content to wait for more of the excess to burn off.”\nLikewise, Morgan Stanley analyst Keith Weiss writes in a research note that given the 120% product growth in fiscal 2021, the $10 billion target might be conservative. He adds that “the harder part of the equation may be justifying the valuation based on these targets.” Weiss says the model that Snowflake laid out implies $1.6 billion in free cash flow in fiscal 2029, which values the stock at 51 times free cash flow 8 years out. “While very impressed by the market opportunity …and Snowflake’s opportunity,” he says valuation keeps him on the sidelines. Weiss repeats his Equal Weigh rating and $270 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117382552,"gmtCreate":1623117295976,"gmtModify":1623117295976,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"True","listText":"True","text":"True","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/117382552","repostId":"2141342255","repostType":4,"repost":{"id":"2141342255","kind":"news","pubTimestamp":1623098661,"share":"https://www.laohu8.com/m/news/2141342255?lang=&edition=full","pubTime":"2021-06-08 04:44","market":"us","language":"en","title":"S&P closes nominally lower as investors wait for a catalyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2141342255","media":"REUTERS","summary":"NEW YORK (REUTERS) - The S&P 500 ended a languid session slightly in the red on Monday (June 7), wit","content":"<div>\n<p>NEW YORK (REUTERS) - The S&P 500 ended a languid session slightly in the red on Monday (June 7), with investors standing by on news of a global minimum corporate tax rate, lingering inflation fears, ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-closes-nominally-lower-as-investors-wait-for-a-catalyst\">Web Link</a>\n\n</div>\n","source":"straits_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P closes nominally lower as investors wait for a catalyst</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; 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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\">\nS&P closes nominally lower as investors wait for a catalyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 04:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/companies-markets/sp-closes-nominally-lower-as-investors-wait-for-a-catalyst><strong>REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (REUTERS) - The S&P 500 ended a languid session slightly in the red on Monday (June 7), with investors standing by on news of a global minimum corporate tax rate, lingering inflation fears, ...</p>\n\n<a href=\"http://www.straitstimes.com/business/companies-markets/sp-closes-nominally-lower-as-investors-wait-for-a-catalyst\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPRO":"三倍做多标普500ETF","OEX":"标普100","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","BIIB":"渤健公司"},"source_url":"http://www.straitstimes.com/business/companies-markets/sp-closes-nominally-lower-as-investors-wait-for-a-catalyst","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141342255","content_text":"NEW YORK (REUTERS) - The S&P 500 ended a languid session slightly in the red on Monday (June 7), with investors standing by on news of a global minimum corporate tax rate, lingering inflation fears, and a lack of market-moving economic news.The Dow closed well within negative territory, while the Nasdaq advanced. Still, the S&P and the Dow remained inside one percentage point of their record closing highs.\"Thematically, we're done with earnings, so you have this lull in between earnings when what drives the market is economic data points,\" said Joseph Sroka, chief investment officer at NovaPoint in Atlanta. \"There's not a lot of impetus for investors to take action today.\"\"There's been this flip-flop between whether inflation will be transitory or persistent, and the next card that gets flipped over for that is the CPI report on Thursday,\" Sroka added.Small-caps outperformed as the ongoing retail frenzy boosted stocks whose recent explosive trading volumes have been attributed to social media buzz.AMC Entertainment Holdings jumped 14.8%, extending the previous week's 85% gain.Other so-called \"meme stocks,\" including GameStop and US-listed shares of Blackberry advanced between 7% and 14%.\"You've seen a decades-long, technology-enabled democratisation of the market and there's certainly groups of individual investors that flock to these ideas,\" Sroka said. \"We're seeing speculative trading in an age of multiple outlets and social media amplifies the news.\"The Group of Seven (G-7) advanced economies agreed on Saturday to back a minimum global corporate tax rate of at least 15%, a move Treasury Secretary Janet Yellen called a \"significant, unprecedented commitment\" to bring what she called a race to the bottom on global taxation.Lawmakers in Washington are doubling down on efforts to craft a bipartisan infrastructure spending package, with House Democrats expected to bring a bill to vote as early as Wednesday.The Dow Jones Industrial Average fell 126.15 points, or 0.36%, to 34,630.24; the S&P 500 lost 3.37 points, or 0.08%, at 4,226.52; and the Nasdaq Composite added 67.23 points, or 0.49%, at 13,881.72.Of the 11 major sectors in the S&P 500, seven lost ground, with materials suffering the largest percentage drop.Real estate led the gainers.Shares of Biogen Inc surged 38.3% following news that the US Food and Drug Administration approved its Alzheimer's disease drug aducanumab.Data centre operator QTS Realty Trust jumped 21.2% on reports of a takeover deal by investment firm Blackstone Group worth $6.7 billion. Cruise operator Royal Caribbean announced that six of its ships would begin sailing from Florida and Texas ports in July and August.Its shares gained 0.4%, while rivals Carnival and Norwegian Cruise Line advanced 1.1% and 3.1%, respectively.Advancing issues outnumbered decliners on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.82-to-1 ratio favored advancers.The S&P 500 posted 62 new 52-week highs and one new low; the Nasdaq Composite recorded 168 new highs and 21 new lows.Volume on U.S. exchanges was 10.52 billion shares, compared with the 10.71 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137194803,"gmtCreate":1622325296902,"gmtModify":1622325296902,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Read&nbsp;","listText":"Read&nbsp;","text":"Read","images":[{"img":"https://static.tigerbbs.com/c39c1c5cd98f473a091d62787c66e764","width":"1080","height":"1235"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/137194803","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":134219531,"gmtCreate":1622241358823,"gmtModify":1622241358823,"author":{"id":"3576139359058481","authorId":"3576139359058481","name":"AmitS","avatar":"https://static.tigerbbs.com/30b36e4e0298251a0c7c51af5f6291d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576139359058481","idStr":"3576139359058481"},"themes":[],"htmlText":"Yes 2 more years to be normal","listText":"Yes 2 more years to be normal","text":"Yes 2 more years to be normal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134219531","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</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>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}