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lcw5257

lcw5257

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2021-09-16

Virtual asset is crypto right

新确科技(01063.HK)半年亏损收窄预期投入更多资源开发虚拟资产交易平台

2021-08-30

Slight Inflation is good

Apple Stock: How It Could Be A Great Inflation Play

2021-08-10

Great ariticle, would you like to share it?

@格隆汇:奥运结束了，冠军还值钱吗？

2021-07-16

Great ariticle, would you like to share it?

The dollar is doomed over the long term - Gundlach

2021-07-11

Leading chip maker

Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?

2021-07-07

Up an down is the trend

抱歉，原内容已删除

2021-07-05

All investments are risk

1 Big Reason to Buy Snowflake Stock Right Now

2021-07-05

Cyber security expert to provide help

IT firm Kaseya hires FireEye to help deal with ransomware outbreak

2021-07-03

Go amazon

2 Top Growth Stocks to Buy Right Now

2021-07-03

Bullish

抱歉，原内容已删除

2021-07-03

Bullish

抱歉，原内容已删除

2021-07-01

Ride the wind

抱歉，原内容已删除

2021-06-29

Good to buy now?

去老虎APP查看更多动态

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}\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新确科技(01063.HK)半年亏损收窄 预期投入更多资源开发虚拟资产交易平台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 07:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108300710497c355e67&s=b><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【财华社讯】新确科技(01063.HK)截至2021年6月30日止六个月之中期业绩公布，营业额1.01亿元，按年升10.3%。亏损94.6万元(上年同期蚀1277.1万元)；每股亏损0.1仙。不派息。于2021年6月30日，集团持有之贷款组合总额约为2.798亿元，而截至2021年6月30日止六个月，自放债业务赚取之利息收入约为1020万元。鉴于商业环境极其难以预测，该公司正在评估集团内不同业务...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108300710497c355e67&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25970ebf4293eec7586423288711d3f","relate_stocks":{"01063":"新确科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108300710497c355e67&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163632070","content_text":"【财华社讯】新确科技(01063.HK)截至2021年6月30日止六个月之中期业绩公布，营业额1.01亿元，按年升10.3%。亏损94.6万元(上年同期蚀1277.1万元)；每股亏损0.1仙。不派息。于2021年6月30日，集团持有之贷款组合总额约为2.798亿元，而截至2021年6月30日止六个月，自放债业务赚取之利息收入约为1020万元。鉴于商业环境极其难以预测，该公司正在评估集团内不同业务分部以及重新定位前景较为乐观之业务分部的策略及业务营运。集团自2016年起从事金融服务业务并积极物色商机以扩展其金融服务业务。鉴于当前的市场氛围以及即将到来的数字资产投资趋势，预计营运虚拟资产交易平台将令集团抓住此次巨大商机并增强集团金融服务业务的收入来源。公司相信，作为经证券及期货事务监察委员会许可营运虚拟资产买卖的交易平台的先驱之一，将令集团能够为我们的客户提供顶级全面金融服务，及使该公司的虚拟资产交易平台可从市场竞争者中脱颖而出，并满足数字资产发行人及该快速增长行业中其他投资者的个性化需求。预期集团于近期将投入更多资源开发虚拟资产交易平台。集团将继续物色潜在投资及商机以拓阔其收入来源并进一步发展现有业务分部。","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811421128,"gmtCreate":1630337829464,"gmtModify":1704958790654,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Slight&nbsp;Inflation is good","listText":"Slight&nbsp;Inflation is good","text":"Slight Inflation is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811421128","repostId":"1162964424","repostType":2,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohu8.com/m/news/1162964424?lang=&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&amp;L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</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: How It Could Be A Great Inflation Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896171985,"gmtCreate":1628564635047,"gmtModify":1631889863734,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896171985","repostId":"891763552","repostType":1,"repost":{"id":891763552,"gmtCreate":1628430947776,"gmtModify":1708211772275,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"奥运结束了，冠军还值钱吗？","htmlText":"今天，这届“史上最难”的奥运会正式闭幕了。从阴暗诡异的开幕式，到被曝出“活像在地狱”的食宿，再到接连确诊的裁判和选手，这届被延迟一年的奥运会从开始就注定了不平静。然而，种种波折磨难并未减弱奥运健儿对比赛的信念和实力。自杨倩获得奥运首金点燃了奥运会的第一个高潮起，每一场比赛、每一块奖牌都牵动着国人的心，每天打开热搜都是满屏的奥运会的赛程和新闻。即使难度超高，“暗箱”不断，我国获得的金牌数量依然远超上届。短短半个月的比赛赛程，让国人们重新燃起对体育比赛的关注和热情，也再次关注起了奥运冠军这一团体的存在。甚至“网友表示，奥运会狠狠修正了我的审美”也一度登顶热搜前十。于是，奥运冠军们接连成为了大热的新晋网红，粉丝流量暴增，代言、收入、奖品滚滚而来。可随着各种奖励的曝光和赛程的结束，不和谐的声音也越来越多。大家开始质疑奥运冠军如此明星化网红化是否合适？奥运冠军又该不该看重其商业价值呢？1奥运冠军的钱袋子有多鼓？其实奥运冠军有多少奖励这个话题，大家的讨论度和接受度一直很高。先拿奥运会上赢得的金牌来说，其实与大家想象的不同，金牌本身并不是纯金的，且每一届奥运会的金牌制作成本都不一样。根据规定，奥运会的金牌是镀金的银牌，镀金量至少为6克纯金。像这次东京奥运会的奖牌，都是用回收提炼的电子制造的，但从材质上算，金牌目前约合人民币也就5000多元。此前2010温哥华冬奥会为历届奥运会含金量最高，达17.6-20.3盎司；不过制作最精美的，当属我国2008年的北京奥运会，中间还镶着一块和田玉。这么来看，奥运金牌值钱的点，更多在于国家荣誉，更何况国家的奖励也是很靠谱的。多年来，对奥运金牌得主进行奖励，已经是一种国际惯例。新加坡就曾经为一枚奥运金牌给出了530多万人民币的高额奖金。我国也不例外。1984年，许海峰在洛杉矶奥运上用射击为中国赢得了第一枚奥运金牌。当时，中国的金牌奖励是6000元，同时许海","listText":"今天，这届“史上最难”的奥运会正式闭幕了。从阴暗诡异的开幕式，到被曝出“活像在地狱”的食宿，再到接连确诊的裁判和选手，这届被延迟一年的奥运会从开始就注定了不平静。然而，种种波折磨难并未减弱奥运健儿对比赛的信念和实力。自杨倩获得奥运首金点燃了奥运会的第一个高潮起，每一场比赛、每一块奖牌都牵动着国人的心，每天打开热搜都是满屏的奥运会的赛程和新闻。即使难度超高，“暗箱”不断，我国获得的金牌数量依然远超上届。短短半个月的比赛赛程，让国人们重新燃起对体育比赛的关注和热情，也再次关注起了奥运冠军这一团体的存在。甚至“网友表示，奥运会狠狠修正了我的审美”也一度登顶热搜前十。于是，奥运冠军们接连成为了大热的新晋网红，粉丝流量暴增，代言、收入、奖品滚滚而来。可随着各种奖励的曝光和赛程的结束，不和谐的声音也越来越多。大家开始质疑奥运冠军如此明星化网红化是否合适？奥运冠军又该不该看重其商业价值呢？1奥运冠军的钱袋子有多鼓？其实奥运冠军有多少奖励这个话题，大家的讨论度和接受度一直很高。先拿奥运会上赢得的金牌来说，其实与大家想象的不同，金牌本身并不是纯金的，且每一届奥运会的金牌制作成本都不一样。根据规定，奥运会的金牌是镀金的银牌，镀金量至少为6克纯金。像这次东京奥运会的奖牌，都是用回收提炼的电子制造的，但从材质上算，金牌目前约合人民币也就5000多元。此前2010温哥华冬奥会为历届奥运会含金量最高，达17.6-20.3盎司；不过制作最精美的，当属我国2008年的北京奥运会，中间还镶着一块和田玉。这么来看，奥运金牌值钱的点，更多在于国家荣誉，更何况国家的奖励也是很靠谱的。多年来，对奥运金牌得主进行奖励，已经是一种国际惯例。新加坡就曾经为一枚奥运金牌给出了530多万人民币的高额奖金。我国也不例外。1984年，许海峰在洛杉矶奥运上用射击为中国赢得了第一枚奥运金牌。当时，中国的金牌奖励是6000元，同时许海","text":"今天，这届“史上最难”的奥运会正式闭幕了。从阴暗诡异的开幕式，到被曝出“活像在地狱”的食宿，再到接连确诊的裁判和选手，这届被延迟一年的奥运会从开始就注定了不平静。然而，种种波折磨难并未减弱奥运健儿对比赛的信念和实力。自杨倩获得奥运首金点燃了奥运会的第一个高潮起，每一场比赛、每一块奖牌都牵动着国人的心，每天打开热搜都是满屏的奥运会的赛程和新闻。即使难度超高，“暗箱”不断，我国获得的金牌数量依然远超上届。短短半个月的比赛赛程，让国人们重新燃起对体育比赛的关注和热情，也再次关注起了奥运冠军这一团体的存在。甚至“网友表示，奥运会狠狠修正了我的审美”也一度登顶热搜前十。于是，奥运冠军们接连成为了大热的新晋网红，粉丝流量暴增，代言、收入、奖品滚滚而来。可随着各种奖励的曝光和赛程的结束，不和谐的声音也越来越多。大家开始质疑奥运冠军如此明星化网红化是否合适？奥运冠军又该不该看重其商业价值呢？1奥运冠军的钱袋子有多鼓？其实奥运冠军有多少奖励这个话题，大家的讨论度和接受度一直很高。先拿奥运会上赢得的金牌来说，其实与大家想象的不同，金牌本身并不是纯金的，且每一届奥运会的金牌制作成本都不一样。根据规定，奥运会的金牌是镀金的银牌，镀金量至少为6克纯金。像这次东京奥运会的奖牌，都是用回收提炼的电子制造的，但从材质上算，金牌目前约合人民币也就5000多元。此前2010温哥华冬奥会为历届奥运会含金量最高，达17.6-20.3盎司；不过制作最精美的，当属我国2008年的北京奥运会，中间还镶着一块和田玉。这么来看，奥运金牌值钱的点，更多在于国家荣誉，更何况国家的奖励也是很靠谱的。多年来，对奥运金牌得主进行奖励，已经是一种国际惯例。新加坡就曾经为一枚奥运金牌给出了530多万人民币的高额奖金。我国也不例外。1984年，许海峰在洛杉矶奥运上用射击为中国赢得了第一枚奥运金牌。当时，中国的金牌奖励是6000元，同时许海","images":[{"img":"https://static.tigerbbs.com/6e846a038342a13f683ad74c36f434ec"},{"img":"https://static.tigerbbs.com/56f31efe95cbe750690dfb95e2234f0d"},{"img":"https://static.tigerbbs.com/d5566331ae732898dc23d287a6bdc6f5"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891763552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170495059,"gmtCreate":1626444862871,"gmtModify":1631889863749,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170495059","repostId":"1130848269","repostType":4,"repost":{"id":"1130848269","kind":"news","pubTimestamp":1626439445,"share":"https://www.laohu8.com/m/news/1130848269?lang=&edition=full","pubTime":"2021-07-16 20:44","market":"us","language":"en","title":"The dollar is doomed over the long term - Gundlach","url":"https://stock-news.laohu8.com/highlight/detail?id=1130848269","media":"seekingalpha","summary":"If inflation is on the rise, and tapering talk is making headlines, then why are U.S. Treasury yield","content":"<ul>\n <li>If inflation is on the rise, and tapering talk is making headlines, then why are U.S. Treasury yields heading lower? \"It's because of all the liquidity in the system,\" DoubleLine Capital's Jeffrey GundlachtoldCNBC. \"Banks are so flush with deposits\" that it is creating disorder in the broader financial markets. In fact, the New York Fed's overnight reverse repo program has started touching record levels around $1T as excess liquidity overwhelms U.S. money-market funds and a parking space for cash becomes harder to find.</li>\n <li><i>On the greenback:</i>\"Ultimately, the size of our deficits - both trade deficit, which has exploded post-pandemic, and the budget deficit, which is, obviously, completely off the charts - suggest that in the intermediate term - I don't really think this year, exactly, but in the intermediate term - the dollar is going to fall pretty substantially,\" proclaimed the so-called bond king. \"That's going to be a very important dynamic, because one of the things that’s helped the bond market, without any doubt, has been foreign buying, with the interest rate differentials having favored hedged U.S. bond positions for foreign bond investors.\"</li>\n <li><b>Hasn't the dollar gone up over the past month?</b>'It's a question of what your horizon is. In the short term, the dynamics have been and will continue to be in place for the dollar to be marginally or moderately stronger. In the longer term, I think the dollar [is] doomed.\"</li>\n <li>Gundlach also feels the stock market is sitting at \"extremely high\" valuations, though it can remain at \"nose-bleed\" levels as longas stimulus continues to pour into the system.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The dollar is doomed over the long term - Gundlach</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 dollar is doomed over the long term - Gundlach\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 20:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3715845-the-dollar-is-doomed-over-the-long-term-gundlach><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If inflation is on the rise, and tapering talk is making headlines, then why are U.S. Treasury yields heading lower? \"It's because of all the liquidity in the system,\" DoubleLine Capital's Jeffrey ...</p>\n\n<a href=\"https://seekingalpha.com/news/3715845-the-dollar-is-doomed-over-the-long-term-gundlach\">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"},"source_url":"https://seekingalpha.com/news/3715845-the-dollar-is-doomed-over-the-long-term-gundlach","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130848269","content_text":"If inflation is on the rise, and tapering talk is making headlines, then why are U.S. Treasury yields heading lower? \"It's because of all the liquidity in the system,\" DoubleLine Capital's Jeffrey GundlachtoldCNBC. \"Banks are so flush with deposits\" that it is creating disorder in the broader financial markets. In fact, the New York Fed's overnight reverse repo program has started touching record levels around $1T as excess liquidity overwhelms U.S. money-market funds and a parking space for cash becomes harder to find.\nOn the greenback:\"Ultimately, the size of our deficits - both trade deficit, which has exploded post-pandemic, and the budget deficit, which is, obviously, completely off the charts - suggest that in the intermediate term - I don't really think this year, exactly, but in the intermediate term - the dollar is going to fall pretty substantially,\" proclaimed the so-called bond king. \"That's going to be a very important dynamic, because one of the things that’s helped the bond market, without any doubt, has been foreign buying, with the interest rate differentials having favored hedged U.S. bond positions for foreign bond investors.\"\nHasn't the dollar gone up over the past month?'It's a question of what your horizon is. In the short term, the dynamics have been and will continue to be in place for the dollar to be marginally or moderately stronger. In the longer term, I think the dollar [is] doomed.\"\nGundlach also feels the stock market is sitting at \"extremely high\" valuations, though it can remain at \"nose-bleed\" levels as longas stimulus continues to pour into the system.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148178726,"gmtCreate":1625964200465,"gmtModify":1631889863761,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Leading chip maker","listText":"Leading chip maker","text":"Leading chip maker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148178726","repostId":"1145284684","repostType":4,"repost":{"id":"1145284684","kind":"news","pubTimestamp":1625878443,"share":"https://www.laohu8.com/m/news/1145284684?lang=&edition=full","pubTime":"2021-07-10 08:54","market":"us","language":"en","title":"Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145284684","media":"seekingalpha","summary":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, man","content":"<p><b>Summary</b></p>\n<ul>\n <li>TSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.</li>\n <li>TSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.</li>\n <li>TSMC benefits from a gross margin nearly twice that of UMC.</li>\n <li>40% of revenues are from nodes &lt;14nm, below the smallest node of UMC.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d80e662ebb3b78dd0445ecc891cf8986\" tg-width=\"768\" tg-height=\"513\"><span>BING-JHEN HONG/iStock Editorial via Getty Images</span></p>\n<p>Taiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.</p>\n<p>While they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.</p>\n<p>To illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the &lt;14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.</p>\n<p>Chart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3b088585f8a624c6665040756e940f\" tg-width=\"640\" tg-height=\"462\"><span>Chart 1</span></p>\n<p>Much of TSMC’s revenues are on the &lt;14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.</p>\n<p><b>Expanding Capacity</b></p>\n<p><b>Leading Edge Nodes</b></p>\n<p>TSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).</p>\n<p>In TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:</p>\n<blockquote>\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n</blockquote>\n<p>TSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&amp;D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.</p>\n<p>Among TSMC's facilities to go online in the next three to four years are the company's&nbsp;fab in Arizona&nbsp;as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.</p>\n<p><b>28nm Nodes</b></p>\n<p>The global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.</p>\n<p>As a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.</p>\n<p>A strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.</p>\n<p>There is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.</p>\n<p>On April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.</p>\n<p>TSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.</p>\n<p>UMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.</p>\n<p>The P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.</p>\n<p>UMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).</p>\n<p><b>Price Per Wafer</b></p>\n<p>Chart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.</p>\n<p>Gross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e241c85dd84eb71f54c3b11812e6599\" tg-width=\"640\" tg-height=\"462\"><span>Chart 2</span></p>\n<p>Chart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f8f60218f2b914e5847e2eef8aa39c3\" tg-width=\"640\" tg-height=\"462\"><span>Chart 3</span></p>\n<p><b>Customer Base</b></p>\n<p>Chart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354a97772e16c2a05dbccc89556de9eb\" tg-width=\"640\" tg-height=\"465\"><span>Chart 4</span></p>\n<p>TSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.</p>\n<p>Chart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/108ef270fe60691ec5bc8c7f0a061d9c\" tg-width=\"640\" tg-height=\"462\"><span>Chart 5</span></p>\n<p>Thus, investors must consider that:</p>\n<p>Any positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.</p>\n<p>Secondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.</p>\n<p>UMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.</p>\n<p>In August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.</p>\n<p><b>Investor Takeaways</b>: Is TSM Or UMC Stock A Better Buy?</p>\n<p>Both companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.</p>\n<p><b>TSMC Positives</b></p>\n<p>TSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.</p>\n<p>TSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.</p>\n<ul>\n <li><p>TSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.</p></li>\n <li><p>TSMC ($613B) has a higher market cap than UMC ($23.4B).</p></li>\n <li><p>TSMC has more cash on hand: $23.3B vs. UMC ($3.76B).</p></li>\n <li><p>TSMC has a higher EPS (3.99) than UMC (0.59).</p></li>\n</ul>\n<p>Seeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.</p>\n<p><img src=\"https://static.tigerbbs.com/55db72bd38ddd1d46c2ec7a6ccf6307f\" tg-width=\"640\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<p>Gross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.</p>\n<p><img src=\"https://static.tigerbbs.com/4ab6dce4d14398755080d9db48522121\" tg-width=\"640\" tg-height=\"126\" referrerpolicy=\"no-referrer\"></p>\n<p><b>UMC Positives</b></p>\n<p>The comparison of other financial metrics, UMC has stronger financials:</p>\n<ul>\n <li><p>UMC has a lower P/E ratio than TSM: 21.8 vs 28.9</p></li>\n <li><p>UMC has less debt than TSM: $2.47B vs $15.4B.</p></li>\n <li><p>UMC YTD gains are higher at: 10.558 vs. TSM (8.922).</p></li>\n</ul>\n<p>Table 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.</p>\n<p><img src=\"https://static.tigerbbs.com/7533369f256853d498f5492752417e05\" tg-width=\"640\" tg-height=\"172\" referrerpolicy=\"no-referrer\"></p>\n<p>TSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the &lt;7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.</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>Taiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Vs. United Microelectronics Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4438509-taiwan-semiconductor-vs-united-microelectronics-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145284684","content_text":"Summary\n\nTSMC is the world’s largest foundry for making ICs for fabless semiconductor companies, manufacturing 11,617 different products using 281 distinct technologies for 510 different customers.\nTSMC and fellow Taiwan foundry United Microelectronics Corporation are expected to benefit from a chip-supply crisis that is adversely impacting automakers.\nTSMC benefits from a gross margin nearly twice that of UMC.\n40% of revenues are from nodes <14nm, below the smallest node of UMC.\n\nBING-JHEN HONG/iStock Editorial via Getty Images\nTaiwan Semiconductor Manufacturing Company Limited or TSMC (TSM), and United Microelectronics Corporation or UMC (UMC) are both headquartered in Taiwan and both manufacture semiconductors for companies on a contract basis. They both provide high quality IC fabrication services, focusing on logic and various specialty technologies to serve all major sectors of the electronics industry and are defined as pure-play foundries.\nWhile they have similarities, the two companies are vastly different with different business models. TSMC started as and has always been a leading-edge company, manufacturing chips at the smallest dimensions. UMC, on the other hand, Taiwan’s first semiconductor company, has chosen the 14nm node as the smallest dimension it will manufacture.\nTo illustrate the differences in models, Chart 1 shows revenues for both companies based on technology node. The key difference is the <14nm node, where TSMC generated 41.4% of its revenue compared to 0% for UMC.\nChart 1 also shows that TSMC held $43 billion in revenues in 2020 versus $6 billion for UMC. Importantly, it shows also shows the financial dominance of TSMC, since UMC holds second place in the global foundry market.\nChart 1\nMuch of TSMC’s revenues are on the <14nm node, which increased from 29.4% of revenues in 2019 to 41.4% in 2020. Since UMC’s smallest node is 28nm/14nm, UMC is investing heavily at that node, and its share of revenue increased from 11.3% in 2019 to 13.6% in 2020. In contrast, in 2020 TSMC’s share at the 28nm/14nm node decreased to 30.8% from 37.7% in 2019.\nExpanding Capacity\nLeading Edge Nodes\nTSMC generates about 1/3 of its revenues from the 28nm/14nm, and TSMC has 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent).\nIn TSMC’sQ1 2021 earnings call, TSMC’s VP and CFO Wendell Huang noted:\n\n “In order to meet the increasing demand for our advanced and specialty technologies in the next several years, we have decided to raise our full year 2021 CapEx to be around USD 30 billion. About 80% of the 2021 capital budget will be allocated for advanced process technologies, including 3-nanometer, 5-nanometer and 7-nanometer. About 10% will be spent for advanced packaging and mask making, and about 10% will be spent for specialty technologies.”\n\nTSMC expects to invest about $100 billion through the next 3 years to increase capacity, to support the manufacturing and R&D of leading-edge and specialty technologies. Its N5 is already in its second year of volume production, contributing around 20% of our wafer revenue in 2021. N4 risk production is targeted for second half this year and volume production in 2022.\nAmong TSMC's facilities to go online in the next three to four years are the company's fab in Arizona as well as its first 2nm-capable fab in Taiwan. The company needs to build and equip its N5-capable fab in Arizona. The facility will cost around $12 billion, will have a capacity of 20,000 wafer starts per month (WSPM), and will come online in 2024.\n28nm Nodes\nThe global semiconductor shortage is one of the catalysts prompting foundry manufacturers to build new fabs, particularly at the 28nm node, as many automobile chips are manufactured at that node. While I have devoted four Seeking Alpha articles on trying to pin down what devices are undersupplied and could only find microcontrollers, in this article, I will concede for the sake of argument, that it is not due to hoarding but inept manufacturing supply chains.\nAs a result, governments are spending heavily on this industry to expand the total production capacity. These free handouts are a second catalyst for new 28nm node fab construction.\nA strong demand for wafers from the consumer electronics industry has led to increased shipments of UMC’s 28nm wafers, which saw 18% sequential revenue growth in the last reported quarter. In addition, UMC has been focused on production for the automotive industry as semiconductors for electric and self-driving cars are expected to be a major growth driver for the company. However, global automotive semiconductors are only a $40 billion market, compared to a global semiconductor market of $525 billion. That is growing as more semiconductors are used per vehicle each year and because EVs use more semiconductors than internal combustion vehicles.\nThere is a supply-demand imbalance in mature nodes, as most of the capacity expansion has been in advanced nodes, but companies have not addressed the mature nodes. The technology node is central to the latest auto chip crisis, while at the same time Sony has moved its design of CMOS Integrated Sensors (\"CIS\") for smartphones to 28nm.\nOn April 22, TSMC announced plans to build a chip fabrication facility in China is at the receiving end of opposition from critics. The plant is set to make semiconductors built on the mature 28nm process node. The Nanjing plant currently has an installed capacity of 20,000 wafers per month. An investment of $2.8 billion and expecting mass-production in 2023, the expansion will double capacity to 40,000 wafers per month.\nTSMC has global 562,000 wafers/month of 8\" capacity, and 745,000 wafers/month of 12\" capacity. The total capacity is 995,000 wafers/month (12-inch equivalent). The new fab with a 20,000 wafer per month capacity represents just 2% of the company’s total capacity.\nUMC also expanded its production of 28nm (with a migration to 40nm) process at its Nanke 12-inch Fab 12A P6 plant in Taiwan. It currently has an 87,000 wafer per month capacity. The total investment in the capacity expansion plan is estimated to be approximately NT$100 billion. The P6 expansion is scheduled for production in the second quarter of 2023, and has a capacity of just 10,000 wafers per month.\nThe P6 program is supported by a multi-year's product alignment between UMC and the involved customers that includes a loading protection mechanism that will ensure the P6 capacity is maintained at a healthy loading level.\nUMC has total 12 fabs in production with combined capacity close to 800,000 wafers per month (8-in equivalent).\nPrice Per Wafer\nChart 2 shows the gross profit by node for an IC device. It partially explains the rationale behind TSMC’s business model to move to advanced nodes, while also explaining why the company chose to leave its 28nm node undersupplied until recent external forces prompted it to build its China fab.\nGross profits per 300-mm wafer are $2,835 for a 28nm node versus $8,695 for a 3nm node.\nChart 2\nChart 3 shows capex spend by node for ICs. Capex spend (building + equipment) at 28nm is $100,000 per wafer, which more than triples to $320,000 at 3nm.\nChart 3\nCustomer Base\nChart 4 shows that Apple (AAPL) was the largest customer of TSMC in 2020, representing 21% of revenues. Keep in mind that in addition to TSMC’s processors going into iPhones, TSMC also fabricates the M1, which powers the new MacBook Air, 13-inch MacBook Pro, and Mac mini and is Apple's first custom-designed Arm-based chip for Mac.\nChart 4\nTSMC has upgraded its manufacturing capabilities countless times to keep Apple’s latest chips at the bleeding edge of processor technologies, since its first chip produced for Apple was installed in the Apple iPhone 6 and iPhone 6 Plus, which were introduced on September 9, 2014.\nChart 5 shows that the number of transistors increased from 2 billion for the iPhone 6 to 11.8 billion for the current iPhone 12.\nChart 5\nThus, investors must consider that:\nAny positive developments from Apple will impact TSMC positively, and positive technological developments from TSMC will impact Apple positively. For example, as long as TSMC is the major manufacturer of Apple chips, growth in Apple or new technologies developed by Apple requiring chips (such as Auto or ADAS), then TSMC will gain.\nSecondly, because of capacity limitations and technology node demands, any expansion in capacity from TSMC will be beneficial to Apple as it moves to smaller nodes while consuming about 25% of TSMC’s chip output on a revenue basis.\nUMC is less transparent and doesn’t provide a breakdown by customer. UMC’s primary customers include premier integrated device manufacturers, such as Texas Instruments(NASDAQ:TXN)and Intel Mobile(NASDAQ:INTC), plus leading fabless design companies, such as MediaTek(OTCPK:MDTKF), Realtek, Qualcomm(NASDAQ:QCOM)and Novatek.\nIn August 2018, UMC announced it would pause research for advancing the productional technology of chips under 10nm nodes. As shown in the figure above, since 2018, the corresponding proportion of the company's advanced processes has been reduced to zero, but for mature nodes such as 65nm and 28nm, the proportion has been increased.\nInvestor Takeaways: Is TSM Or UMC Stock A Better Buy?\nBoth companies compete in the same industry, but their business models are a differentiating metric. TSMC generates most of its revenue on nodes smaller than UMC’s (Chart 1), and most of its planned capex will focus new fabs making ICs at increasing smaller nodes.\nTSMC Positives\nTSMC’s share of the pure-play foundry market was 57% share in 2020, up from 55% in 2019. UMC’s share was constant at slightly less than 8%.\nTSMC benefits from the smaller nodes. Although capex increases with decreasing nodes (Chart 3), so too does gross profit (Chart 2). Thus, TSM has higher revenues than UMC: $48.2B vs $6.283B.\n\nTSMC also has higher annual earnings (EBITDA): $33B vs. UMC $2.349B.\nTSMC ($613B) has a higher market cap than UMC ($23.4B).\nTSMC has more cash on hand: $23.3B vs. UMC ($3.76B).\nTSMC has a higher EPS (3.99) than UMC (0.59).\n\nSeeking Alpha’s quant ratings are derived by measuring a stock's financial metrics against other stocks in the sector on the basis of value, growth, profitability, momentum and analysts’ earnings revisions. In Table 1, both stocks have high rankings. TSMC has a quant rating of 4.63 and UMC has a quant rating of 4.54.\n\nGross margin for TSMC and UMC is shown in Table 2. A positive for TSMC, gross margin is significantly ahead of UMC and the average of all foundries. The Street expects 3Q21 gross margin will improve to 52.9%, given a higher revenue scale, tight foundry supply and improved efficiency of 5nm production.\n\nUMC Positives\nThe comparison of other financial metrics, UMC has stronger financials:\n\nUMC has a lower P/E ratio than TSM: 21.8 vs 28.9\nUMC has less debt than TSM: $2.47B vs $15.4B.\nUMC YTD gains are higher at: 10.558 vs. TSM (8.922).\n\nTable 3 shows stock performance in percent growth for TSM and UMC. In the past year, UMC stock has outperformed TSMC, and did so in the 3-year and 5-year period. But in a 10-year period, TSMC is the better choice.\n\nTSMC is the clear winner over UMC going forward. The company chose its strategy to build chips at the <7nm node. The fact that it is building a 28nm fab in China, the “sweet spot” for UMC, coupled with a new 28nm SMIC (OTCQX:SMICY) fab, will mean lost market share at this node for UMC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140895653,"gmtCreate":1625644604172,"gmtModify":1631889863777,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Up an down is the trend&nbsp;","listText":"Up an down is the trend&nbsp;","text":"Up an down is the trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/140895653","repostId":"2149697283","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155760940,"gmtCreate":1625454145380,"gmtModify":1631889863789,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"All investments are risk&nbsp;","listText":"All investments are risk&nbsp;","text":"All investments are risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155760940","repostId":"2148870441","repostType":4,"repost":{"id":"2148870441","kind":"highlight","pubTimestamp":1625239935,"share":"https://www.laohu8.com/m/news/2148870441?lang=&edition=full","pubTime":"2021-07-02 23:32","market":"us","language":"en","title":"1 Big Reason to Buy Snowflake Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2148870441","media":"Motley Fool","summary":"Snowflake stock is priced at the moment for very long-term investors only.","content":"<p>Even after almost a year since its IPO and down some 30% in price from where it was in initial public trading, <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> </b>(NYSE:SNOW) remains <a href=\"https://laohu8.com/S/AONE\">one</a> of the most notoriously \"expensive\" stocks out there. Shareholders are pricing in years' worth of torrid growth. Snowflake recently added fuel to that fire, though, issuing some very specific and very ambitious revenue goals targeted for completion nearly a decade from now.</p>\n<p>There are pitfalls with projecting financial results too far into the future. Business is an unpredictable game, and we live in a fast-changing world. Nevertheless, cloud computing is an unstoppable force, and Snowflake is in pole position in a very important area of that expanding market. Don't go off and buy this stock hand over fist, but if you are willing to give this <a href=\"https://laohu8.com/S/AONE.U\">one</a> a shot for a decade or more, there are reasons you might want to add it to your watchlist at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F632438%2Fdata-center.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Getty Images.</span></p>\n<h2>When even stellar financial results don't really matter</h2>\n<p>Snowflake continues to deliver the goods since becoming a public concern. Revenue in Q1 2021 notched a 110% year-over-year increase to $229 million, and full-year 2021 guidance is calling for a first-ever $1 billion in annual sales -- implying growth of no less than 84% from 2020. The company also anticipates reaching break-even on an adjusted free cash flow basis. Not bad at all, Snowflake.</p>\n<p>However, the rub for many investors is that the stock still trades for over 65 times full-year 2021 expected sales to enterprise value (market cap minus cash and equivalents). It's an incredible valuation, pricing in not just the expectation that the cloud computing industry will grow by double-digit percentages for the foreseeable future, but also that Snowflake's leading \"Data Cloud\" service will remain a leader among its peers in data management.</p>\n<p>Companies projecting growth too far into the future (and investors paying up for that growth and accepting a steep premium price tag) can be problematic. Business trends can change quickly, and competitors both old and new can present headaches for a company's growth trajectory. It thus comes as little surprise that Snowflake stock has been stuck in a volatile downward-trending line since its IPO last autumn.</p>\n<p>Snowflake is happy to oblige those who have been willing to take on the risk of buying, though. While most companies shy away from providing any sort of specific guidance beyond a year, not Snowflake. During its 2021 investor day presentation, it provided a product revenue goal all the way out to fiscal year 2029: $10 billion. If 2021 expectations for just over $1 billion transpire, the 2029 projection represents an average annual compound growth rate of over 33%, and it values the stock at under seven times 2029 sales.</p>\n<h2>A pie-in-the-sky goal?</h2>\n<p>Before you balk at such an ambitious very long-term projection, consider a few items. Cloud computing is a massive secular growth trend. Spending on cloud computing could reach $1 <i>trillion per year </i>by the end of this decade. And within the current greater cloud industry -- pegged at just over $330 billion in global spend this year by tech researcher <b>Gartner</b> -- application and infrastructure services (the corner of the cloud sandbox Snowflake is making snow angels in) are over one-third of the total spend.</p>\n<p>Put another way, this is a massive space, and Snowflake is indeed just one flake among a blizzard of cloud services out there.</p>\n<p>Cast in that light, $10 billion in sales in nearly a decade, in an industry that could soak up over a trillion dollars per year, suddenly doesn't seem so ambitious. In fact, Snowflake's goal could be downright achievable. And don't forget this company has nearly $4 billion in cash, another $1.2 billion in long-term investments, and no debt. That's quite the war chest it could deploy on new products or acquisitions -- making its long-term plan that much more easily within reach.</p>\n<p>The most pressing question, of course, is this: Is the stock a buy? If you need the money within a couple of years, or don't have the patience or temperament to wait out what is sure to be a wild ride over the next eight to 10 years, probably not. But if you're ultra-long on the cloud industry, you're still saving money and can plan to buy more Snowflake stock over time if the bull thesis plays out, maybe paying less than seven times sales projected into 2029 isn't such a bad idea.</p>\n<p>At the very least, put this stock on your watchlist and do some more due diligence to flesh out whether or not you believe management's messaging. I, for one, am warming up to the idea of making an initial investment.</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>1 Big Reason to Buy Snowflake Stock Right Now</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\">\n1 Big Reason to Buy Snowflake Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even after almost a year since its IPO and down some 30% in price from where it was in initial public trading, Snowflake (NYSE:SNOW) remains one of the most notoriously \"expensive\" stocks out there. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/\">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.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148870441","content_text":"Even after almost a year since its IPO and down some 30% in price from where it was in initial public trading, Snowflake (NYSE:SNOW) remains one of the most notoriously \"expensive\" stocks out there. Shareholders are pricing in years' worth of torrid growth. Snowflake recently added fuel to that fire, though, issuing some very specific and very ambitious revenue goals targeted for completion nearly a decade from now.\nThere are pitfalls with projecting financial results too far into the future. Business is an unpredictable game, and we live in a fast-changing world. Nevertheless, cloud computing is an unstoppable force, and Snowflake is in pole position in a very important area of that expanding market. Don't go off and buy this stock hand over fist, but if you are willing to give this one a shot for a decade or more, there are reasons you might want to add it to your watchlist at the very least.\nImage source: Getty Images.\nWhen even stellar financial results don't really matter\nSnowflake continues to deliver the goods since becoming a public concern. Revenue in Q1 2021 notched a 110% year-over-year increase to $229 million, and full-year 2021 guidance is calling for a first-ever $1 billion in annual sales -- implying growth of no less than 84% from 2020. The company also anticipates reaching break-even on an adjusted free cash flow basis. Not bad at all, Snowflake.\nHowever, the rub for many investors is that the stock still trades for over 65 times full-year 2021 expected sales to enterprise value (market cap minus cash and equivalents). It's an incredible valuation, pricing in not just the expectation that the cloud computing industry will grow by double-digit percentages for the foreseeable future, but also that Snowflake's leading \"Data Cloud\" service will remain a leader among its peers in data management.\nCompanies projecting growth too far into the future (and investors paying up for that growth and accepting a steep premium price tag) can be problematic. Business trends can change quickly, and competitors both old and new can present headaches for a company's growth trajectory. It thus comes as little surprise that Snowflake stock has been stuck in a volatile downward-trending line since its IPO last autumn.\nSnowflake is happy to oblige those who have been willing to take on the risk of buying, though. While most companies shy away from providing any sort of specific guidance beyond a year, not Snowflake. During its 2021 investor day presentation, it provided a product revenue goal all the way out to fiscal year 2029: $10 billion. If 2021 expectations for just over $1 billion transpire, the 2029 projection represents an average annual compound growth rate of over 33%, and it values the stock at under seven times 2029 sales.\nA pie-in-the-sky goal?\nBefore you balk at such an ambitious very long-term projection, consider a few items. Cloud computing is a massive secular growth trend. Spending on cloud computing could reach $1 trillion per year by the end of this decade. And within the current greater cloud industry -- pegged at just over $330 billion in global spend this year by tech researcher Gartner -- application and infrastructure services (the corner of the cloud sandbox Snowflake is making snow angels in) are over one-third of the total spend.\nPut another way, this is a massive space, and Snowflake is indeed just one flake among a blizzard of cloud services out there.\nCast in that light, $10 billion in sales in nearly a decade, in an industry that could soak up over a trillion dollars per year, suddenly doesn't seem so ambitious. In fact, Snowflake's goal could be downright achievable. And don't forget this company has nearly $4 billion in cash, another $1.2 billion in long-term investments, and no debt. That's quite the war chest it could deploy on new products or acquisitions -- making its long-term plan that much more easily within reach.\nThe most pressing question, of course, is this: Is the stock a buy? If you need the money within a couple of years, or don't have the patience or temperament to wait out what is sure to be a wild ride over the next eight to 10 years, probably not. But if you're ultra-long on the cloud industry, you're still saving money and can plan to buy more Snowflake stock over time if the bull thesis plays out, maybe paying less than seven times sales projected into 2029 isn't such a bad idea.\nAt the very least, put this stock on your watchlist and do some more due diligence to flesh out whether or not you believe management's messaging. I, for one, am warming up to the idea of making an initial investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155784139,"gmtCreate":1625454030621,"gmtModify":1631889863803,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Cyber security expert to provide help","listText":"Cyber security expert to provide help","text":"Cyber security expert to provide help","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155784139","repostId":"2149383731","repostType":4,"repost":{"id":"2149383731","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":1625435435,"share":"https://www.laohu8.com/m/news/2149383731?lang=&edition=full","pubTime":"2021-07-05 05:50","market":"us","language":"en","title":"IT firm Kaseya hires FireEye to help deal with ransomware outbreak","url":"https://stock-news.laohu8.com/highlight/detail?id=2149383731","media":"Reuters","summary":"WASHINGTON, July 4 (Reuters) - Ransomware-hit IT firm Kaseya said on Sunday it hired cybersecurity c","content":"<p>WASHINGTON, July 4 (Reuters) - Ransomware-hit IT firm Kaseya said on Sunday it hired cybersecurity company FireEye Inc</p>\n<p>to help deal with the fallout of a major breach that has affected hundreds of businesses worldwide.</p>\n<p>In a message</p>\n<p>posted to its website, Miami-based Kaseya said its employees \"have been actively engaged with FireEye and other security assessment firms\" to investigate the attack, which struck on Friday and quickly spread across the globe.</p>\n<p>FireEye confirmed to Reuters it was working with Kaseya.</p>\n<p>The full impact of the intrusion at Kaseya is still coming into focus, in part because the affected Kaseya software tool is used by so-called managed service providers, outsourcing shops that other businesses use to handle their back-office IT work, like installing updates.</p>\n<p>The Swedish Coop grocery store chain had to close hundreds of stores on Saturday because its cash registers are run by Visma Esscom, which manages servers for a number of Swedish businesses and in turn uses Kaseya.</p>\n<p>One cybersecurity executive said his company alone had seen 350 customers attacked.</p>\n<p>\"The two biggest regions we've seen are USA and Germany,\" said Ross McKerchar, chief information security officer at Sophos Group Plc</p>\n<p>Targets included schools, small public-sector bodies, travel and leisure organizations, credit unions and accountants, he said.</p>\n<p>McKerchar said the wave of intrusions was another illustration of how difficult it was for modestly sized businesses to beat back increasingly well-funded cybercriminal gangs.</p>\n<p>\"Small businesses are outgunned when it comes to cybersecurity,\" he said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IT firm Kaseya hires FireEye to help deal with ransomware outbreak</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\">\nIT firm Kaseya hires FireEye to help deal with ransomware outbreak\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\">2021-07-05 05:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, July 4 (Reuters) - Ransomware-hit IT firm Kaseya said on Sunday it hired cybersecurity company FireEye Inc</p>\n<p>to help deal with the fallout of a major breach that has affected hundreds of businesses worldwide.</p>\n<p>In a message</p>\n<p>posted to its website, Miami-based Kaseya said its employees \"have been actively engaged with FireEye and other security assessment firms\" to investigate the attack, which struck on Friday and quickly spread across the globe.</p>\n<p>FireEye confirmed to Reuters it was working with Kaseya.</p>\n<p>The full impact of the intrusion at Kaseya is still coming into focus, in part because the affected Kaseya software tool is used by so-called managed service providers, outsourcing shops that other businesses use to handle their back-office IT work, like installing updates.</p>\n<p>The Swedish Coop grocery store chain had to close hundreds of stores on Saturday because its cash registers are run by Visma Esscom, which manages servers for a number of Swedish businesses and in turn uses Kaseya.</p>\n<p>One cybersecurity executive said his company alone had seen 350 customers attacked.</p>\n<p>\"The two biggest regions we've seen are USA and Germany,\" said Ross McKerchar, chief information security officer at Sophos Group Plc</p>\n<p>Targets included schools, small public-sector bodies, travel and leisure organizations, credit unions and accountants, he said.</p>\n<p>McKerchar said the wave of intrusions was another illustration of how difficult it was for modestly sized businesses to beat back increasingly well-funded cybercriminal gangs.</p>\n<p>\"Small businesses are outgunned when it comes to cybersecurity,\" he said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149383731","content_text":"WASHINGTON, July 4 (Reuters) - Ransomware-hit IT firm Kaseya said on Sunday it hired cybersecurity company FireEye Inc\nto help deal with the fallout of a major breach that has affected hundreds of businesses worldwide.\nIn a message\nposted to its website, Miami-based Kaseya said its employees \"have been actively engaged with FireEye and other security assessment firms\" to investigate the attack, which struck on Friday and quickly spread across the globe.\nFireEye confirmed to Reuters it was working with Kaseya.\nThe full impact of the intrusion at Kaseya is still coming into focus, in part because the affected Kaseya software tool is used by so-called managed service providers, outsourcing shops that other businesses use to handle their back-office IT work, like installing updates.\nThe Swedish Coop grocery store chain had to close hundreds of stores on Saturday because its cash registers are run by Visma Esscom, which manages servers for a number of Swedish businesses and in turn uses Kaseya.\nOne cybersecurity executive said his company alone had seen 350 customers attacked.\n\"The two biggest regions we've seen are USA and Germany,\" said Ross McKerchar, chief information security officer at Sophos Group Plc\nTargets included schools, small public-sector bodies, travel and leisure organizations, credit unions and accountants, he said.\nMcKerchar said the wave of intrusions was another illustration of how difficult it was for modestly sized businesses to beat back increasingly well-funded cybercriminal gangs.\n\"Small businesses are outgunned when it comes to cybersecurity,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152045887,"gmtCreate":1625245825949,"gmtModify":1631889863809,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Go amazon&nbsp;","listText":"Go amazon&nbsp;","text":"Go amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/152045887","repostId":"2148181808","repostType":4,"repost":{"id":"2148181808","kind":"highlight","pubTimestamp":1625237039,"share":"https://www.laohu8.com/m/news/2148181808?lang=&edition=full","pubTime":"2021-07-02 22:43","market":"us","language":"en","title":"2 Top Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2148181808","media":"Motley Fool","summary":"Amazon.com and CuriosityStream look poised for explosive long-term growth.","content":"<p>Growth stocks are shares in companies that increase revenue and earnings faster than average. And they are an excellent way to earn market-beating returns in the stock market. Let's explore some reasons why&nbsp;<b>Amazon.com</b>&nbsp;(NASDAQ:AMZN) and&nbsp;<b>CuriosityStream</b>&nbsp;(NASDAQ:CURI) have what it takes to supercharge your investment portfolio.&nbsp;</p>\n<h2>1. Amazon</h2>\n<p>With a market cap of $1.74 trillion, Amazon is already <a href=\"https://laohu8.com/S/AONE\">one</a> of the most successful growth stocks of all time, and its bull run is still in full swing. The e-commerce giant trades at a reasonable valuation. It can deliver continued long-term expansion because of strength in its Amazon Prime subscription service and pivots to new markets like healthcare.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F632211%2Fgettyimages-1271085883.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"494\"><span>Image source: Getty Images.</span></p>\n<p>Amazon is working hard to keep its Amazon Prime subscription service ahead of the competition through unique features. The platform currently boasts 200 million subscribers, with an impressive 175 million streaming TV shows and movies in the past year. Streaming is not Prime's primary market (the platform is more geared toward product discounts and faster shipping), but video can boost Amazon's competitive moat against rivals like Walmart+, which offers a similar e-commerce service.&nbsp;&nbsp;</p>\n<p>According to Insider, Amazon is also considering launching brick-and-mortar pharmacies in the U.S. Management hasn't commented on the rumor, but it would be a natural progression from the online delivery pharmacies Amazon launched in November. The U.S. pharmacy and drugstore market is worth $319 billion of annual sales, making it a massive opportunity for Amazon to disrupt.&nbsp;</p>\n<p>First-quarter revenue grew 44%, while operating income surged 122% to $8.9 billion. Amazon's spectacular bottom-line expansion (powered by the high-margin AWS segment ) helps justify its price-to-earnings multiple of 48 times forward estimates.&nbsp;</p>\n<h2>2. CuriosityStream</h2>\n<p>Founded in 2015 and going public in February 2021, CuriosityStream is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the latest start-ups attempting to crack the $50.11 billion video streaming industry. The company's unique market niche, rapid top-line growth rate, and tiny market cap make it an excellent way for investors to bet on this transformational opportunity.&nbsp;</p>\n<p>Unlike rivals such as Disney+ and <b>Netflix</b>, which earn much of their revenue from fictional films and shows, CuriosityStream focuses on non-fictional documentary content. This narrow focus gives the company much-needed differentiation and allows management to unlock synergies with other similar businesses. In May, the company acquired One Day University, an educational content company featuring over 500 talks from professors all over the country. This combination will help strengthen CuriosityStream's moat and expand its content library.&nbsp;</p>\n<p>First-quarter revenue jumped 33% to $9.9 million. Management expects sales to grow 80% to $71 million in full-year 2021. With a market cap of $720 million, the stock trades at just 10 times expected revenue, which looks reasonable considering its rapid growth rate.&nbsp;</p>\n<p>Despite the strong guidance, CuriosityStream has been under pressure after Bank of America downgraded the stock to \"underperform\" after it surpassed the bank's price target at $14 per share (shares have since recovered). The analysts didn't provide any new negative information to justify their downgrade. Anyhow, investors should focus on the long term instead of getting distracted by short-term price fluctuations.&nbsp;</p>\n<h2>Betting on growth</h2>\n<p>Amazon and CuriosityStream both offer outstanding growth in the e-commerce and video streaming industries. Amazon is better for investors who want to bet on a proven business because of its track record of success. CuriosityStream faces more uncertainty, but it offers the potential for multi-bagger returns as its operations expand.&nbsp;</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 Top Growth Stocks to Buy Right Now</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 Top Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/02/2-top-growth-stocks-to-buy-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks are shares in companies that increase revenue and earnings faster than average. And they are an excellent way to earn market-beating returns in the stock market. Let's explore some ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/02/2-top-growth-stocks-to-buy-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CURI":"CuriosityStream Inc.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/07/02/2-top-growth-stocks-to-buy-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148181808","content_text":"Growth stocks are shares in companies that increase revenue and earnings faster than average. And they are an excellent way to earn market-beating returns in the stock market. Let's explore some reasons why Amazon.com (NASDAQ:AMZN) and CuriosityStream (NASDAQ:CURI) have what it takes to supercharge your investment portfolio. \n1. Amazon\nWith a market cap of $1.74 trillion, Amazon is already one of the most successful growth stocks of all time, and its bull run is still in full swing. The e-commerce giant trades at a reasonable valuation. It can deliver continued long-term expansion because of strength in its Amazon Prime subscription service and pivots to new markets like healthcare.\nImage source: Getty Images.\nAmazon is working hard to keep its Amazon Prime subscription service ahead of the competition through unique features. The platform currently boasts 200 million subscribers, with an impressive 175 million streaming TV shows and movies in the past year. Streaming is not Prime's primary market (the platform is more geared toward product discounts and faster shipping), but video can boost Amazon's competitive moat against rivals like Walmart+, which offers a similar e-commerce service.  \nAccording to Insider, Amazon is also considering launching brick-and-mortar pharmacies in the U.S. Management hasn't commented on the rumor, but it would be a natural progression from the online delivery pharmacies Amazon launched in November. The U.S. pharmacy and drugstore market is worth $319 billion of annual sales, making it a massive opportunity for Amazon to disrupt. \nFirst-quarter revenue grew 44%, while operating income surged 122% to $8.9 billion. Amazon's spectacular bottom-line expansion (powered by the high-margin AWS segment ) helps justify its price-to-earnings multiple of 48 times forward estimates. \n2. CuriosityStream\nFounded in 2015 and going public in February 2021, CuriosityStream is one of the latest start-ups attempting to crack the $50.11 billion video streaming industry. The company's unique market niche, rapid top-line growth rate, and tiny market cap make it an excellent way for investors to bet on this transformational opportunity. \nUnlike rivals such as Disney+ and Netflix, which earn much of their revenue from fictional films and shows, CuriosityStream focuses on non-fictional documentary content. This narrow focus gives the company much-needed differentiation and allows management to unlock synergies with other similar businesses. In May, the company acquired One Day University, an educational content company featuring over 500 talks from professors all over the country. This combination will help strengthen CuriosityStream's moat and expand its content library. \nFirst-quarter revenue jumped 33% to $9.9 million. Management expects sales to grow 80% to $71 million in full-year 2021. With a market cap of $720 million, the stock trades at just 10 times expected revenue, which looks reasonable considering its rapid growth rate. \nDespite the strong guidance, CuriosityStream has been under pressure after Bank of America downgraded the stock to \"underperform\" after it surpassed the bank's price target at $14 per share (shares have since recovered). The analysts didn't provide any new negative information to justify their downgrade. Anyhow, investors should focus on the long term instead of getting distracted by short-term price fluctuations. \nBetting on growth\nAmazon and CuriosityStream both offer outstanding growth in the e-commerce and video streaming industries. Amazon is better for investors who want to bet on a proven business because of its track record of success. CuriosityStream faces more uncertainty, but it offers the potential for multi-bagger returns as its operations expand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152042960,"gmtCreate":1625245598650,"gmtModify":1631889863827,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Bullish","listText":"Bullish","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152042960","repostId":"1150773953","repostType":4,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152046204,"gmtCreate":1625245534208,"gmtModify":1631893737244,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Bullish&nbsp;","listText":"Bullish&nbsp;","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152046204","repostId":"1149622010","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158874823,"gmtCreate":1625146656162,"gmtModify":1631893737246,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Ride the wind&nbsp;","listText":"Ride the wind&nbsp;","text":"Ride the wind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158874823","repostId":"1118829952","repostType":4,"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159719029,"gmtCreate":1624979631561,"gmtModify":1631893737250,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Good to buy now?&nbsp;","listText":"Good to buy now?&nbsp;","text":"Good to buy now?","images":[{"img":"https://static.tigerbbs.com/490e558e8710b23b7b3e960e54488650","width":"1080","height":"2477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159719029","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":140895653,"gmtCreate":1625644604172,"gmtModify":1631889863777,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Up an down is the trend&nbsp;","listText":"Up an down is the trend&nbsp;","text":"Up an down is the trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/140895653","repostId":"2149697283","repostType":4,"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152045887,"gmtCreate":1625245825949,"gmtModify":1631889863809,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Go amazon&nbsp;","listText":"Go amazon&nbsp;","text":"Go amazon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/152045887","repostId":"2148181808","repostType":4,"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811421128,"gmtCreate":1630337829464,"gmtModify":1704958790654,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Slight&nbsp;Inflation is good","listText":"Slight&nbsp;Inflation is good","text":"Slight Inflation is good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/811421128","repostId":"1162964424","repostType":2,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohu8.com/m/news/1162964424?lang=&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year  should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p>\n<p>IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has&nbsp;reported&nbsp;that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p>\n<p>Bad news for consumers could be great news for Apple stock&nbsp;investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p>\n<p><b>What happened?</b></p>\n<p>The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p>\n<p>It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p>\n<p><b>A quote from Jim Cramer</b></p>\n<p>One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p>\n<p>Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that&nbsp;Mad Money’s Jim Cramer has made recently. Here is his quote:</p>\n<blockquote>\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n</blockquote>\n<p><b>The impact to the P&amp;L</b></p>\n<p>Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p>\n<p>Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p>\n<p>However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p>\n<p>The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</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: How It Could Be A Great Inflation Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking ...</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152042960,"gmtCreate":1625245598650,"gmtModify":1631889863827,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Bullish","listText":"Bullish","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152042960","repostId":"1150773953","repostType":4,"repost":{"id":"1150773953","kind":"news","pubTimestamp":1625238037,"share":"https://www.laohu8.com/m/news/1150773953?lang=&edition=full","pubTime":"2021-07-02 23:00","market":"us","language":"en","title":"Tesla Reported Record Deliveries. Why That's Not Good Enough.","url":"https://stock-news.laohu8.com/highlight/detail?id=1150773953","media":"Barrons","summary":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.The line in the sand for Tesla  investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.Tesla shares were down 0.3% at $675.68 i","content":"<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.</p>\n<p>The line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.</p>\n<p>Tesla shares were down 0.3% at $675.68 in premarket trading.S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average&nbsp;futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&amp;P 500 is 0.3% higher.</p>\n<p>Still, the second-quarter number is another quarterly record. Tesla&nbsp;delivered about 185,000 vehicles&nbsp;in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.</p>\n<p>Tesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.</p>\n<p>Tesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.</p>\n<p>The number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.</p>\n<p>Coming into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.</p>\n<p>Many things impacted Tesla stock including&nbsp;rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a&nbsp;semiconductor shortage&nbsp;that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.</p>\n<p>Chinese EV makers&nbsp;NIO(NIO) and&nbsp;XPeng(XPEV) also reported&nbsp;strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.</p>\n<p>It looks like they may do the same with Tesla.</p>\n<p>Bullish investors have been&nbsp;waiting for a new catalyst&nbsp;to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.</p>\n<p>Looking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed&nbsp;Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.</p>\n<p>Another potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.</p>\n<p>Tesla earns and sells&nbsp;regulatory credits&nbsp;around the globe by making more than its fair share of zero emission vehicles.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reported Record Deliveries. Why That's Not Good Enough.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reported Record Deliveries. Why That's Not Good Enough.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-stock-51625230475?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150773953","content_text":"Electric vehicle pioneer Tesla delivered 201,250 cars in the second quarter, above the 200,000 level that would have signaled a major disappointment. They don’t look good enough to lift the stock materially, however.\nThe line in the sand for Tesla (ticker: TSLA) investors was about 200,000 deliveries. More than that should have been good for the stock. Less would have been bad. That means the second-quarter number qualifies as a minor “beat” versus investor expectations.\nTesla shares were down 0.3% at $675.68 in premarket trading.S&P 500 and Dow Jones Industrial Average futures were up 0.2%. Shares higher, however in early trading Friday, up about 1.7%. The S&P 500 is 0.3% higher.\nStill, the second-quarter number is another quarterly record. Tesla delivered about 185,000 vehicles in the first quarter of 2021, compared with 181,000 in the fourth quarter of 2020 and about 88,000 vehicles in the first quarter of 2020. Growth is continuing, but with full-year expectations for about 865,000 deliveries for 2021, investors likely expected stronger growth.\nTesla needs to deliver roughly 475,000 vehicles in the second half to hit Wall Street expectations. Tesla produced more than 206,000 vehicles in the second quarter, up from about 180,000 in the first quarter.\nTesla doesn’t have formal guidance for full-year 2021 deliveries. Tesla expects to grow faster than 50% in 2021. The company delivered about 500,000 vehicles in 2020.\nThe number doesn’t look like a big enough surprise to shake up Tesla stock, which has had an interesting year. Shares are down about 5% in the first quarter of the year, closing at roughly $668 a share. Shares traded above $900 in January. Shares gained about 2% in the second quarter, closing at about $680.\nComing into Friday, shares are down a little year to date, trailing behind comparable gains of the overall market as well as many other automotive stocks that have benefited from the global economic recovery which is boosting auto sales.\nMany things impacted Tesla stock including rising interest rates—which hurts high growth stocks such as Tesla more than slow growth stocks such as traditional auto makers—and a semiconductor shortage that constrained auto production around the globe. It took a while for investors to adjust to those factors, as well as others, and for Tesla stock to bounce off recent lows.\nChinese EV makers NIO(NIO) and XPeng(XPEV) also reported strong June deliveries. NIO stock opened higher Thursday and closed down 4.3%. XPeng shares opened higher as well and closed down 1.7%. Both stocks had a strong run in June. Investors appear to have sold on news.\nIt looks like they may do the same with Tesla.\nBullish investors have been waiting for a new catalyst to drive the stock out of its recent range. Second quarter deliveries could have been the catalyst, but they will probably be seen by the Street, and investors, as good and not great.\nLooking ahead, investors have new production coming from Texas and Germany to look forward to. That should happen close to the end of 2021. Tesla is also expected to offer its higher level of driver assistance software, dubbed Full Self Driving, on a subscription basis soon. The uptake of that product will be another thing closely watched by investors.\nAnother potential catalyst for investors will be second quarter earnings which should be reported in late July. Wall Street projects about 95 cents in per share earnings from $11.3 billion in sales. Tesla earned 93 cents a share in the first quarter of 2021. Based on deliveries numbers look achievable, but factors such as regulatory credit sales always can impact Tesla’s bottom line number.\nTesla earns and sells regulatory credits around the globe by making more than its fair share of zero emission vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152046204,"gmtCreate":1625245534208,"gmtModify":1631893737244,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Bullish&nbsp;","listText":"Bullish&nbsp;","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152046204","repostId":"1149622010","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158874823,"gmtCreate":1625146656162,"gmtModify":1631893737246,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Ride the wind&nbsp;","listText":"Ride the wind&nbsp;","text":"Ride the wind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158874823","repostId":"1118829952","repostType":4,"repost":{"id":"1118829952","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":1625146419,"share":"https://www.laohu8.com/m/news/1118829952?lang=&edition=full","pubTime":"2021-07-01 21:33","market":"us","language":"en","title":"Stocks rise slightly as Wall Street kicks off the second half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1118829952","media":"Tiger Newspress","summary":"U.S. stocks rose slightly on Thursday morning as investors gear up for the second half of 2021.\nThe ","content":"<p>U.S. stocks rose slightly on Thursday morning as investors gear up for the second half of 2021.</p>\n<p>The Dow Jones Industrial Average was higher by about 85 points, while S&amp;P 500 added 0.2% and set a new intraday record high. The tech-heavy Nasdaq Composite was mostly flat.</p>\n<p><img src=\"https://static.tigerbbs.com/c201c46b44acc1e4146bf0e2fc659a3d\" tg-width=\"1039\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p>\n<p>Early trading was relatively quite though shares of reopening plays cruise lines and airlines rose. Energy stocks showed strength as West Texas Intermediate crude rose above&nbsp;$75 per barrel. Shares of Chevron rose 1.9%, making the stock the best performer in the Dow.</p>\n<p>A stretch of strong economic news continued on Thursday as weekly initial jobless claims&nbsp;came in at 364,000, setting a pandemic-era low. Economists polled by Dow Jones are expecting initial claims for unemployment totaled 390,000 last week, after totaling 415,000 for the week ended June 19.</p>\n<p>On&nbsp;Wednesday, the Dow Jones Industrial Average rose 210 points, helped by a 2.7% pop in&nbsp;Walmart. The S&amp;P 500 registered a gain of 0.13% to close at a fresh record of 4,297.50. The Nasdaq Composite was the relative underperformer, dipping 0.2% as&nbsp;Facebook,Amazon,Netflixand Google-parent&nbsp;Alphabet&nbsp;closed lower.</p>\n<p>The major averages closed out a strong first half of 2021 and second quarter on Wednesday.</p>\n<p>For the year, the Dow is up 12.7%, hovering about 1.7% below its all-time high. The S&amp;P 500 rallied 14.4% in the first half of 2021 and the technology-heavy Nasdaq Composite rose 12.5%.</p>\n<p>The S&amp;P 500 notched its fifth positive month in a row, rising 2.2% in June. The broad index also posted its best first half since 2019.</p>\n<p>“Better news on Covid, vaccinations, re-openings, economic growth, and earnings fueled the advance.&nbsp; Nearly equal gains were achieved in both quarters by a rotation in leadership allowing broad participation,” said Jim Paulsen, Leuthold Group chief investment strategist.</p>\n<p>The small cap Russell 2000 rose more than 17% in the first six months of the year amid a strong rotation into value stocks as the economy reopens from the Covid-19 pandemic. However, smaller companies and value stocks appeared to lose momentum in recent weeks while Big Tech stocks regained their footing.</p>\n<p>Brent Schutte, chief investment strategist at Northwestern Mutual, said that he expected that reversal to prove temporary as the economic recovery continues.</p>\n<p>“I think the inflation fears have kind of weighed in and had investors thinking that we may be further along in the cycle than I think we actually are. ... I still think you have enough economic momentum that growth is going to stay strong, perhaps at a plateau, for the next year, which for me means you still want to be invested in things where earnings growth is more cyclical in nature,” Schutte said.</p>\n<p>Similarly, Paulsen said that the path of inflation and economic growth should determine market leadership in the second half.</p>\n<p>“If inflation fears do calm further and bond yields remain lower for longer, expect growth and technology stocks to continue leading the stock market higher.&nbsp;However, should strong economic growth aggravate inflationary worries and again force bond yields higher, correction fears may intensify, and leadership should be centered among cyclical stock sectors, smaller cap stocks and even international stocks,” Paulsen said.</p>\n<p>Strong first halves for the stock market historically bode well for the remainder of the year. Whenever there has been a double-digit gain in the first half, the Dow and S&amp;P 500 have never ended that year with an annual decline, according to Refinitiv data going back to 1950.</p>\n<p>When the S&amp;P 500 is up more than 12.5% to start the year, the second half has a median gain of 9.7%, according to LPL Financial data going back to the 1950s.</p>\n<p>The most anticipated piece of economic news this week is Friday’s monthly jobs report. Economists expect 683,000 jobs were added in June, according to a Dow Jones survey.</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>Stocks rise slightly as Wall Street kicks off the second half of 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\">\nStocks rise slightly as Wall Street kicks off the second half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-01 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stocks rose slightly on Thursday morning as investors gear up for the second half of 2021.</p>\n<p>The Dow Jones Industrial Average was higher by about 85 points, while S&amp;P 500 added 0.2% and set a new intraday record high. The tech-heavy Nasdaq Composite was mostly flat.</p>\n<p><img src=\"https://static.tigerbbs.com/c201c46b44acc1e4146bf0e2fc659a3d\" tg-width=\"1039\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p>\n<p>Early trading was relatively quite though shares of reopening plays cruise lines and airlines rose. Energy stocks showed strength as West Texas Intermediate crude rose above&nbsp;$75 per barrel. Shares of Chevron rose 1.9%, making the stock the best performer in the Dow.</p>\n<p>A stretch of strong economic news continued on Thursday as weekly initial jobless claims&nbsp;came in at 364,000, setting a pandemic-era low. Economists polled by Dow Jones are expecting initial claims for unemployment totaled 390,000 last week, after totaling 415,000 for the week ended June 19.</p>\n<p>On&nbsp;Wednesday, the Dow Jones Industrial Average rose 210 points, helped by a 2.7% pop in&nbsp;Walmart. The S&amp;P 500 registered a gain of 0.13% to close at a fresh record of 4,297.50. The Nasdaq Composite was the relative underperformer, dipping 0.2% as&nbsp;Facebook,Amazon,Netflixand Google-parent&nbsp;Alphabet&nbsp;closed lower.</p>\n<p>The major averages closed out a strong first half of 2021 and second quarter on Wednesday.</p>\n<p>For the year, the Dow is up 12.7%, hovering about 1.7% below its all-time high. The S&amp;P 500 rallied 14.4% in the first half of 2021 and the technology-heavy Nasdaq Composite rose 12.5%.</p>\n<p>The S&amp;P 500 notched its fifth positive month in a row, rising 2.2% in June. The broad index also posted its best first half since 2019.</p>\n<p>“Better news on Covid, vaccinations, re-openings, economic growth, and earnings fueled the advance.&nbsp; Nearly equal gains were achieved in both quarters by a rotation in leadership allowing broad participation,” said Jim Paulsen, Leuthold Group chief investment strategist.</p>\n<p>The small cap Russell 2000 rose more than 17% in the first six months of the year amid a strong rotation into value stocks as the economy reopens from the Covid-19 pandemic. However, smaller companies and value stocks appeared to lose momentum in recent weeks while Big Tech stocks regained their footing.</p>\n<p>Brent Schutte, chief investment strategist at Northwestern Mutual, said that he expected that reversal to prove temporary as the economic recovery continues.</p>\n<p>“I think the inflation fears have kind of weighed in and had investors thinking that we may be further along in the cycle than I think we actually are. ... I still think you have enough economic momentum that growth is going to stay strong, perhaps at a plateau, for the next year, which for me means you still want to be invested in things where earnings growth is more cyclical in nature,” Schutte said.</p>\n<p>Similarly, Paulsen said that the path of inflation and economic growth should determine market leadership in the second half.</p>\n<p>“If inflation fears do calm further and bond yields remain lower for longer, expect growth and technology stocks to continue leading the stock market higher.&nbsp;However, should strong economic growth aggravate inflationary worries and again force bond yields higher, correction fears may intensify, and leadership should be centered among cyclical stock sectors, smaller cap stocks and even international stocks,” Paulsen said.</p>\n<p>Strong first halves for the stock market historically bode well for the remainder of the year. Whenever there has been a double-digit gain in the first half, the Dow and S&amp;P 500 have never ended that year with an annual decline, according to Refinitiv data going back to 1950.</p>\n<p>When the S&amp;P 500 is up more than 12.5% to start the year, the second half has a median gain of 9.7%, according to LPL Financial data going back to the 1950s.</p>\n<p>The most anticipated piece of economic news this week is Friday’s monthly jobs report. Economists expect 683,000 jobs were added in June, according to a Dow Jones survey.</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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118829952","content_text":"U.S. stocks rose slightly on Thursday morning as investors gear up for the second half of 2021.\nThe Dow Jones Industrial Average was higher by about 85 points, while S&P 500 added 0.2% and set a new intraday record high. The tech-heavy Nasdaq Composite was mostly flat.\n\nEarly trading was relatively quite though shares of reopening plays cruise lines and airlines rose. Energy stocks showed strength as West Texas Intermediate crude rose above $75 per barrel. Shares of Chevron rose 1.9%, making the stock the best performer in the Dow.\nA stretch of strong economic news continued on Thursday as weekly initial jobless claims came in at 364,000, setting a pandemic-era low. Economists polled by Dow Jones are expecting initial claims for unemployment totaled 390,000 last week, after totaling 415,000 for the week ended June 19.\nOn Wednesday, the Dow Jones Industrial Average rose 210 points, helped by a 2.7% pop in Walmart. The S&P 500 registered a gain of 0.13% to close at a fresh record of 4,297.50. The Nasdaq Composite was the relative underperformer, dipping 0.2% as Facebook,Amazon,Netflixand Google-parent Alphabet closed lower.\nThe major averages closed out a strong first half of 2021 and second quarter on Wednesday.\nFor the year, the Dow is up 12.7%, hovering about 1.7% below its all-time high. The S&P 500 rallied 14.4% in the first half of 2021 and the technology-heavy Nasdaq Composite rose 12.5%.\nThe S&P 500 notched its fifth positive month in a row, rising 2.2% in June. The broad index also posted its best first half since 2019.\n“Better news on Covid, vaccinations, re-openings, economic growth, and earnings fueled the advance.  Nearly equal gains were achieved in both quarters by a rotation in leadership allowing broad participation,” said Jim Paulsen, Leuthold Group chief investment strategist.\nThe small cap Russell 2000 rose more than 17% in the first six months of the year amid a strong rotation into value stocks as the economy reopens from the Covid-19 pandemic. However, smaller companies and value stocks appeared to lose momentum in recent weeks while Big Tech stocks regained their footing.\nBrent Schutte, chief investment strategist at Northwestern Mutual, said that he expected that reversal to prove temporary as the economic recovery continues.\n“I think the inflation fears have kind of weighed in and had investors thinking that we may be further along in the cycle than I think we actually are. ... I still think you have enough economic momentum that growth is going to stay strong, perhaps at a plateau, for the next year, which for me means you still want to be invested in things where earnings growth is more cyclical in nature,” Schutte said.\nSimilarly, Paulsen said that the path of inflation and economic growth should determine market leadership in the second half.\n“If inflation fears do calm further and bond yields remain lower for longer, expect growth and technology stocks to continue leading the stock market higher. However, should strong economic growth aggravate inflationary worries and again force bond yields higher, correction fears may intensify, and leadership should be centered among cyclical stock sectors, smaller cap stocks and even international stocks,” Paulsen said.\nStrong first halves for the stock market historically bode well for the remainder of the year. Whenever there has been a double-digit gain in the first half, the Dow and S&P 500 have never ended that year with an annual decline, according to Refinitiv data going back to 1950.\nWhen the S&P 500 is up more than 12.5% to start the year, the second half has a median gain of 9.7%, according to LPL Financial data going back to the 1950s.\nThe most anticipated piece of economic news this week is Friday’s monthly jobs report. Economists expect 683,000 jobs were added in June, according to a Dow Jones survey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170495059,"gmtCreate":1626444862871,"gmtModify":1631889863749,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170495059","repostId":"1130848269","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148178726,"gmtCreate":1625964200465,"gmtModify":1631889863761,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Leading chip maker","listText":"Leading chip maker","text":"Leading chip maker","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148178726","repostId":"1145284684","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885564111,"gmtCreate":1631804027333,"gmtModify":1631889863717,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Virtual asset is crypto right&nbsp;","listText":"Virtual asset is crypto right&nbsp;","text":"Virtual asset is crypto right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885564111","repostId":"2163632070","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896171985,"gmtCreate":1628564635047,"gmtModify":1631889863734,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896171985","repostId":"891763552","repostType":1,"repost":{"id":891763552,"gmtCreate":1628430947776,"gmtModify":1708211772275,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"奥运结束了，冠军还值钱吗？","htmlText":"今天，这届“史上最难”的奥运会正式闭幕了。从阴暗诡异的开幕式，到被曝出“活像在地狱”的食宿，再到接连确诊的裁判和选手，这届被延迟一年的奥运会从开始就注定了不平静。然而，种种波折磨难并未减弱奥运健儿对比赛的信念和实力。自杨倩获得奥运首金点燃了奥运会的第一个高潮起，每一场比赛、每一块奖牌都牵动着国人的心，每天打开热搜都是满屏的奥运会的赛程和新闻。即使难度超高，“暗箱”不断，我国获得的金牌数量依然远超上届。短短半个月的比赛赛程，让国人们重新燃起对体育比赛的关注和热情，也再次关注起了奥运冠军这一团体的存在。甚至“网友表示，奥运会狠狠修正了我的审美”也一度登顶热搜前十。于是，奥运冠军们接连成为了大热的新晋网红，粉丝流量暴增，代言、收入、奖品滚滚而来。可随着各种奖励的曝光和赛程的结束，不和谐的声音也越来越多。大家开始质疑奥运冠军如此明星化网红化是否合适？奥运冠军又该不该看重其商业价值呢？1奥运冠军的钱袋子有多鼓？其实奥运冠军有多少奖励这个话题，大家的讨论度和接受度一直很高。先拿奥运会上赢得的金牌来说，其实与大家想象的不同，金牌本身并不是纯金的，且每一届奥运会的金牌制作成本都不一样。根据规定，奥运会的金牌是镀金的银牌，镀金量至少为6克纯金。像这次东京奥运会的奖牌，都是用回收提炼的电子制造的，但从材质上算，金牌目前约合人民币也就5000多元。此前2010温哥华冬奥会为历届奥运会含金量最高，达17.6-20.3盎司；不过制作最精美的，当属我国2008年的北京奥运会，中间还镶着一块和田玉。这么来看，奥运金牌值钱的点，更多在于国家荣誉，更何况国家的奖励也是很靠谱的。多年来，对奥运金牌得主进行奖励，已经是一种国际惯例。新加坡就曾经为一枚奥运金牌给出了530多万人民币的高额奖金。我国也不例外。1984年，许海峰在洛杉矶奥运上用射击为中国赢得了第一枚奥运金牌。当时，中国的金牌奖励是6000元，同时许海","listText":"今天，这届“史上最难”的奥运会正式闭幕了。从阴暗诡异的开幕式，到被曝出“活像在地狱”的食宿，再到接连确诊的裁判和选手，这届被延迟一年的奥运会从开始就注定了不平静。然而，种种波折磨难并未减弱奥运健儿对比赛的信念和实力。自杨倩获得奥运首金点燃了奥运会的第一个高潮起，每一场比赛、每一块奖牌都牵动着国人的心，每天打开热搜都是满屏的奥运会的赛程和新闻。即使难度超高，“暗箱”不断，我国获得的金牌数量依然远超上届。短短半个月的比赛赛程，让国人们重新燃起对体育比赛的关注和热情，也再次关注起了奥运冠军这一团体的存在。甚至“网友表示，奥运会狠狠修正了我的审美”也一度登顶热搜前十。于是，奥运冠军们接连成为了大热的新晋网红，粉丝流量暴增，代言、收入、奖品滚滚而来。可随着各种奖励的曝光和赛程的结束，不和谐的声音也越来越多。大家开始质疑奥运冠军如此明星化网红化是否合适？奥运冠军又该不该看重其商业价值呢？1奥运冠军的钱袋子有多鼓？其实奥运冠军有多少奖励这个话题，大家的讨论度和接受度一直很高。先拿奥运会上赢得的金牌来说，其实与大家想象的不同，金牌本身并不是纯金的，且每一届奥运会的金牌制作成本都不一样。根据规定，奥运会的金牌是镀金的银牌，镀金量至少为6克纯金。像这次东京奥运会的奖牌，都是用回收提炼的电子制造的，但从材质上算，金牌目前约合人民币也就5000多元。此前2010温哥华冬奥会为历届奥运会含金量最高，达17.6-20.3盎司；不过制作最精美的，当属我国2008年的北京奥运会，中间还镶着一块和田玉。这么来看，奥运金牌值钱的点，更多在于国家荣誉，更何况国家的奖励也是很靠谱的。多年来，对奥运金牌得主进行奖励，已经是一种国际惯例。新加坡就曾经为一枚奥运金牌给出了530多万人民币的高额奖金。我国也不例外。1984年，许海峰在洛杉矶奥运上用射击为中国赢得了第一枚奥运金牌。当时，中国的金牌奖励是6000元，同时许海","text":"今天，这届“史上最难”的奥运会正式闭幕了。从阴暗诡异的开幕式，到被曝出“活像在地狱”的食宿，再到接连确诊的裁判和选手，这届被延迟一年的奥运会从开始就注定了不平静。然而，种种波折磨难并未减弱奥运健儿对比赛的信念和实力。自杨倩获得奥运首金点燃了奥运会的第一个高潮起，每一场比赛、每一块奖牌都牵动着国人的心，每天打开热搜都是满屏的奥运会的赛程和新闻。即使难度超高，“暗箱”不断，我国获得的金牌数量依然远超上届。短短半个月的比赛赛程，让国人们重新燃起对体育比赛的关注和热情，也再次关注起了奥运冠军这一团体的存在。甚至“网友表示，奥运会狠狠修正了我的审美”也一度登顶热搜前十。于是，奥运冠军们接连成为了大热的新晋网红，粉丝流量暴增，代言、收入、奖品滚滚而来。可随着各种奖励的曝光和赛程的结束，不和谐的声音也越来越多。大家开始质疑奥运冠军如此明星化网红化是否合适？奥运冠军又该不该看重其商业价值呢？1奥运冠军的钱袋子有多鼓？其实奥运冠军有多少奖励这个话题，大家的讨论度和接受度一直很高。先拿奥运会上赢得的金牌来说，其实与大家想象的不同，金牌本身并不是纯金的，且每一届奥运会的金牌制作成本都不一样。根据规定，奥运会的金牌是镀金的银牌，镀金量至少为6克纯金。像这次东京奥运会的奖牌，都是用回收提炼的电子制造的，但从材质上算，金牌目前约合人民币也就5000多元。此前2010温哥华冬奥会为历届奥运会含金量最高，达17.6-20.3盎司；不过制作最精美的，当属我国2008年的北京奥运会，中间还镶着一块和田玉。这么来看，奥运金牌值钱的点，更多在于国家荣誉，更何况国家的奖励也是很靠谱的。多年来，对奥运金牌得主进行奖励，已经是一种国际惯例。新加坡就曾经为一枚奥运金牌给出了530多万人民币的高额奖金。我国也不例外。1984年，许海峰在洛杉矶奥运上用射击为中国赢得了第一枚奥运金牌。当时，中国的金牌奖励是6000元，同时许海","images":[{"img":"https://static.tigerbbs.com/6e846a038342a13f683ad74c36f434ec"},{"img":"https://static.tigerbbs.com/56f31efe95cbe750690dfb95e2234f0d"},{"img":"https://static.tigerbbs.com/d5566331ae732898dc23d287a6bdc6f5"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891763552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155760940,"gmtCreate":1625454145380,"gmtModify":1631889863789,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"All investments are risk&nbsp;","listText":"All investments are risk&nbsp;","text":"All investments are risk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155760940","repostId":"2148870441","repostType":4,"repost":{"id":"2148870441","kind":"highlight","pubTimestamp":1625239935,"share":"https://www.laohu8.com/m/news/2148870441?lang=&edition=full","pubTime":"2021-07-02 23:32","market":"us","language":"en","title":"1 Big Reason to Buy Snowflake Stock Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2148870441","media":"Motley Fool","summary":"Snowflake stock is priced at the moment for very long-term investors only.","content":"<p>Even after almost a year since its IPO and down some 30% in price from where it was in initial public trading, <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> </b>(NYSE:SNOW) remains <a href=\"https://laohu8.com/S/AONE\">one</a> of the most notoriously \"expensive\" stocks out there. Shareholders are pricing in years' worth of torrid growth. Snowflake recently added fuel to that fire, though, issuing some very specific and very ambitious revenue goals targeted for completion nearly a decade from now.</p>\n<p>There are pitfalls with projecting financial results too far into the future. Business is an unpredictable game, and we live in a fast-changing world. Nevertheless, cloud computing is an unstoppable force, and Snowflake is in pole position in a very important area of that expanding market. Don't go off and buy this stock hand over fist, but if you are willing to give this <a href=\"https://laohu8.com/S/AONE.U\">one</a> a shot for a decade or more, there are reasons you might want to add it to your watchlist at the very least.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F632438%2Fdata-center.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\"><span>Image source: Getty Images.</span></p>\n<h2>When even stellar financial results don't really matter</h2>\n<p>Snowflake continues to deliver the goods since becoming a public concern. Revenue in Q1 2021 notched a 110% year-over-year increase to $229 million, and full-year 2021 guidance is calling for a first-ever $1 billion in annual sales -- implying growth of no less than 84% from 2020. The company also anticipates reaching break-even on an adjusted free cash flow basis. Not bad at all, Snowflake.</p>\n<p>However, the rub for many investors is that the stock still trades for over 65 times full-year 2021 expected sales to enterprise value (market cap minus cash and equivalents). It's an incredible valuation, pricing in not just the expectation that the cloud computing industry will grow by double-digit percentages for the foreseeable future, but also that Snowflake's leading \"Data Cloud\" service will remain a leader among its peers in data management.</p>\n<p>Companies projecting growth too far into the future (and investors paying up for that growth and accepting a steep premium price tag) can be problematic. Business trends can change quickly, and competitors both old and new can present headaches for a company's growth trajectory. It thus comes as little surprise that Snowflake stock has been stuck in a volatile downward-trending line since its IPO last autumn.</p>\n<p>Snowflake is happy to oblige those who have been willing to take on the risk of buying, though. While most companies shy away from providing any sort of specific guidance beyond a year, not Snowflake. During its 2021 investor day presentation, it provided a product revenue goal all the way out to fiscal year 2029: $10 billion. If 2021 expectations for just over $1 billion transpire, the 2029 projection represents an average annual compound growth rate of over 33%, and it values the stock at under seven times 2029 sales.</p>\n<h2>A pie-in-the-sky goal?</h2>\n<p>Before you balk at such an ambitious very long-term projection, consider a few items. Cloud computing is a massive secular growth trend. Spending on cloud computing could reach $1 <i>trillion per year </i>by the end of this decade. And within the current greater cloud industry -- pegged at just over $330 billion in global spend this year by tech researcher <b>Gartner</b> -- application and infrastructure services (the corner of the cloud sandbox Snowflake is making snow angels in) are over one-third of the total spend.</p>\n<p>Put another way, this is a massive space, and Snowflake is indeed just one flake among a blizzard of cloud services out there.</p>\n<p>Cast in that light, $10 billion in sales in nearly a decade, in an industry that could soak up over a trillion dollars per year, suddenly doesn't seem so ambitious. In fact, Snowflake's goal could be downright achievable. And don't forget this company has nearly $4 billion in cash, another $1.2 billion in long-term investments, and no debt. That's quite the war chest it could deploy on new products or acquisitions -- making its long-term plan that much more easily within reach.</p>\n<p>The most pressing question, of course, is this: Is the stock a buy? If you need the money within a couple of years, or don't have the patience or temperament to wait out what is sure to be a wild ride over the next eight to 10 years, probably not. But if you're ultra-long on the cloud industry, you're still saving money and can plan to buy more Snowflake stock over time if the bull thesis plays out, maybe paying less than seven times sales projected into 2029 isn't such a bad idea.</p>\n<p>At the very least, put this stock on your watchlist and do some more due diligence to flesh out whether or not you believe management's messaging. I, for one, am warming up to the idea of making an initial investment.</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>1 Big Reason to Buy Snowflake Stock Right Now</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\">\n1 Big Reason to Buy Snowflake Stock Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-02 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even after almost a year since its IPO and down some 30% in price from where it was in initial public trading, Snowflake (NYSE:SNOW) remains one of the most notoriously \"expensive\" stocks out there. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/\">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.fool.com/investing/2021/07/02/1-big-reason-to-buy-snowflake-stock-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148870441","content_text":"Even after almost a year since its IPO and down some 30% in price from where it was in initial public trading, Snowflake (NYSE:SNOW) remains one of the most notoriously \"expensive\" stocks out there. Shareholders are pricing in years' worth of torrid growth. Snowflake recently added fuel to that fire, though, issuing some very specific and very ambitious revenue goals targeted for completion nearly a decade from now.\nThere are pitfalls with projecting financial results too far into the future. Business is an unpredictable game, and we live in a fast-changing world. Nevertheless, cloud computing is an unstoppable force, and Snowflake is in pole position in a very important area of that expanding market. Don't go off and buy this stock hand over fist, but if you are willing to give this one a shot for a decade or more, there are reasons you might want to add it to your watchlist at the very least.\nImage source: Getty Images.\nWhen even stellar financial results don't really matter\nSnowflake continues to deliver the goods since becoming a public concern. Revenue in Q1 2021 notched a 110% year-over-year increase to $229 million, and full-year 2021 guidance is calling for a first-ever $1 billion in annual sales -- implying growth of no less than 84% from 2020. The company also anticipates reaching break-even on an adjusted free cash flow basis. Not bad at all, Snowflake.\nHowever, the rub for many investors is that the stock still trades for over 65 times full-year 2021 expected sales to enterprise value (market cap minus cash and equivalents). It's an incredible valuation, pricing in not just the expectation that the cloud computing industry will grow by double-digit percentages for the foreseeable future, but also that Snowflake's leading \"Data Cloud\" service will remain a leader among its peers in data management.\nCompanies projecting growth too far into the future (and investors paying up for that growth and accepting a steep premium price tag) can be problematic. Business trends can change quickly, and competitors both old and new can present headaches for a company's growth trajectory. It thus comes as little surprise that Snowflake stock has been stuck in a volatile downward-trending line since its IPO last autumn.\nSnowflake is happy to oblige those who have been willing to take on the risk of buying, though. While most companies shy away from providing any sort of specific guidance beyond a year, not Snowflake. During its 2021 investor day presentation, it provided a product revenue goal all the way out to fiscal year 2029: $10 billion. If 2021 expectations for just over $1 billion transpire, the 2029 projection represents an average annual compound growth rate of over 33%, and it values the stock at under seven times 2029 sales.\nA pie-in-the-sky goal?\nBefore you balk at such an ambitious very long-term projection, consider a few items. Cloud computing is a massive secular growth trend. Spending on cloud computing could reach $1 trillion per year by the end of this decade. And within the current greater cloud industry -- pegged at just over $330 billion in global spend this year by tech researcher Gartner -- application and infrastructure services (the corner of the cloud sandbox Snowflake is making snow angels in) are over one-third of the total spend.\nPut another way, this is a massive space, and Snowflake is indeed just one flake among a blizzard of cloud services out there.\nCast in that light, $10 billion in sales in nearly a decade, in an industry that could soak up over a trillion dollars per year, suddenly doesn't seem so ambitious. In fact, Snowflake's goal could be downright achievable. And don't forget this company has nearly $4 billion in cash, another $1.2 billion in long-term investments, and no debt. That's quite the war chest it could deploy on new products or acquisitions -- making its long-term plan that much more easily within reach.\nThe most pressing question, of course, is this: Is the stock a buy? If you need the money within a couple of years, or don't have the patience or temperament to wait out what is sure to be a wild ride over the next eight to 10 years, probably not. But if you're ultra-long on the cloud industry, you're still saving money and can plan to buy more Snowflake stock over time if the bull thesis plays out, maybe paying less than seven times sales projected into 2029 isn't such a bad idea.\nAt the very least, put this stock on your watchlist and do some more due diligence to flesh out whether or not you believe management's messaging. I, for one, am warming up to the idea of making an initial investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155784139,"gmtCreate":1625454030621,"gmtModify":1631889863803,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Cyber security expert to provide help","listText":"Cyber security expert to provide help","text":"Cyber security expert to provide help","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155784139","repostId":"2149383731","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159719029,"gmtCreate":1624979631561,"gmtModify":1631893737250,"author":{"id":"3576290774854482","authorId":"3576290774854482","name":"lcw5257","avatar":"https://static.tigerbbs.com/a9673efde3b5f524d0c3fa6d098ee6eb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576290774854482","authorIdStr":"3576290774854482"},"themes":[],"htmlText":"Good to buy now?&nbsp;","listText":"Good to buy now?&nbsp;","text":"Good to buy now?","images":[{"img":"https://static.tigerbbs.com/490e558e8710b23b7b3e960e54488650","width":"1080","height":"2477"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159719029","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}