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2021-04-14

Yes

Apple could discontinue iPhone Mini size after 2021 lineup

2021-04-14

Just downloaded the app 😄

抱歉，原内容已删除

2021-04-02

$NIO Inc.(NIO)$来吧来吧

2021-03-25

$NIO Inc.(NIO)$what is going on?

2021-03-04

Buy buy uh huh

抱歉，原内容已删除

2021-03-03

Comment please

Where Will Pfizer Be in 1 Year?

2021-03-02

Good

Wall Street Breakfast: A Greener World

2021-03-02

Nice

1 Reason Why You Should Buy the Dip in AMD Stock

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The iPhone 12 Mini has been plagued by reports of poor sales figures.</p>\n<p>For the 2022 iPhone lineup, Kuo expects two 6.1-inch devices and two 6.7-inch devices. Half will be the high-end models, similar to the iPhone 12 lineup.</p>\n<p>The 2022 could include a significant camera upgrade that will push mobile photography to a \"whole new level\" with a 48 megapixel camera coming to the premium iPhone 14 models.</p>\n<p>Kuo: \"We believe that the new 2H22 iPhone may support direct 48MP output and 12MP (four cells merge output mode) output simultaneously. With 12MP output, the CIS pixel size of the new 2H22 iPhone increases to about 2.5um, which is significantly larger than the iPhone 12 and iPhone 13, and larger than existing Android phones, and close to the DSC level.\"</p>\n<p>The 48MP&nbsp;camera in the iPhone 14 will support 8K video, which is a good resolution for augmented reality and mixed reality.</p>\n<p>Looking at 2023, Kuo thinks iPhones could gain a periscope telephoto lens and under-display Face ID, which would eliminate the notch.</p>\n<p>Recent news: Apple is hosting its first launch event on April 20 and could unveilnew iPad models.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple could discontinue iPhone Mini size after 2021 lineup</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 could discontinue iPhone Mini size after 2021 lineup\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 21:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3681710-apple-could-discontinue-iphone-mini-size-after-2021-lineup><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Noted Apple analyst Ming-Chi Kuosaysthe 2021 iPhone lineup will still include a 5.4-inch model but the Minimodel will likely be left out of future iPhone lineups. The iPhone 12 Mini has been plagued ...</p>\n\n<a href=\"https://seekingalpha.com/news/3681710-apple-could-discontinue-iphone-mini-size-after-2021-lineup\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3681710-apple-could-discontinue-iphone-mini-size-after-2021-lineup","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1191835075","content_text":"Noted Apple analyst Ming-Chi Kuosaysthe 2021 iPhone lineup will still include a 5.4-inch model but the Minimodel will likely be left out of future iPhone lineups. The iPhone 12 Mini has been plagued by reports of poor sales figures.\nFor the 2022 iPhone lineup, Kuo expects two 6.1-inch devices and two 6.7-inch devices. Half will be the high-end models, similar to the iPhone 12 lineup.\nThe 2022 could include a significant camera upgrade that will push mobile photography to a \"whole new level\" with a 48 megapixel camera coming to the premium iPhone 14 models.\nKuo: \"We believe that the new 2H22 iPhone may support direct 48MP output and 12MP (four cells merge output mode) output simultaneously. With 12MP output, the CIS pixel size of the new 2H22 iPhone increases to about 2.5um, which is significantly larger than the iPhone 12 and iPhone 13, and larger than existing Android phones, and close to the DSC level.\"\nThe 48MP camera in the iPhone 14 will support 8K video, which is a good resolution for augmented reality and mixed reality.\nLooking at 2023, Kuo thinks iPhones could gain a periscope telephoto lens and under-display Face ID, which would eliminate the notch.\nRecent news: Apple is hosting its first launch event on April 20 and could unveilnew iPad models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344206454,"gmtCreate":1618408880978,"gmtModify":1631884223796,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"Just downloaded the app 😄","listText":"Just downloaded the app 😄","text":"Just downloaded the app 😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344206454","repostId":"2127454000","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340867892,"gmtCreate":1617373957516,"gmtModify":1634521190808,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来吧来吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来吧来吧","text":"$NIO Inc.(NIO)$来吧来吧","images":[{"img":"https://static.tigerbbs.com/beb410f98a66afd1b559f9fffa26d93b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340867892","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":351423523,"gmtCreate":1616628197262,"gmtModify":1634524888379,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>what is going on?","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>what is going on?","text":"$NIO Inc.(NIO)$what is going on?","images":[{"img":"https://static.tigerbbs.com/1126b6e6107b8265b3ffc4a14645fb18","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351423523","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":364935592,"gmtCreate":1614791706716,"gmtModify":1703481280510,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"Buy buy uh huh","listText":"Buy buy uh huh","text":"Buy buy uh huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364935592","repostId":"1102082323","repostType":4,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365112978,"gmtCreate":1614701712394,"gmtModify":1703480164937,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365112978","repostId":"2116599076","repostType":4,"repost":{"id":"2116599076","kind":"news","pubTimestamp":1614694860,"share":"https://www.laohu8.com/m/news/2116599076?lang=&edition=full","pubTime":"2021-03-02 22:21","market":"us","language":"en","title":"Where Will Pfizer Be in 1 Year?","url":"https://stock-news.laohu8.com/highlight/detail?id=2116599076","media":"Jason Hawthorne","summary":"The company will face competition on many fronts before 2022 arrives.","content":"<p>Those following the headlines about&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> &nbsp;last year may have thought 2020 was all aboutdeveloping a vaccinefor COVID-19. For society at large, it was. For the company, though, 2020 was about transformation. Management is hoping to reestablish Pfizer as a scientific trailblazer after shedding slow-growth businesses. By this time next year, we should know whether the move is paying off or whether competition will stunt the 172-year-old pharmaceutical giant's attempt to ignite growth.</p><p>The new Pfizer</p><p>Over the last decade, the company has been converting itself into what it calls a pure-play science and innovation-focused company. After the August 2019 deal with<b>GlaxoSmithKline</b>&nbsp;to create a joint venture of consumer health assets, and the November 2020 deal to combine its off-patent arm, Upjohn, with Mylan to form<b>Viatris</b>, management is finally able to devote all of its energy to the biopharmaceuticals business. The unit is surprisingly well-diversified, with no single segment comprising more than roughly a quarter of sales, as the recently reported full-year 2020 results demonstrate.</p><p><img src=\"https://static.tigerbbs.com/cc6fea5bd9e065b25b8086e128f154db\" tg-width=\"791\" tg-height=\"371\" referrerpolicy=\"no-referrer\">As the largest segment, oncology is the most important growth driver for the company. Breast cancer drug Ibrance is the best seller there, and its sales were up 9% year over year in 2020. The $5.4 billion in revenue made it the company's second best-selling drug overall. Other smaller contributors in the segment included Xtandi and Inlyta, drugs for prostate and kidney cancer, respectively. Beyond oncology, blockbuster drugs for arthritis, heart failure, and blood clots all grew at least as fast as Ibrance.</p><p>That is impressive diversification across a portfolio of drugs for many different diseases. Of course, the greatest success of 2020 was the development and rollout of Comirnaty, the COVID-19 vaccine developed with partner<b>BioNTech</b>(NASDAQ:BNTX).</p><p><img src=\"https://static.tigerbbs.com/cbee7455a05f1c2943bd0c8b890fc3e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\">A bevy of competition</p><p>To maintain this kind of growth, Pfizer will have to fight off competition on nearly every front. So far, the company has shared the stage with<b>Moderna</b>in the fight against COVID-19. However, with<b>Johnson &amp; Johnson</b>'s single-dose vaccine now authorized for emergency use, that may change fast. And there's another contender not far behind; this one, from<b>Novavax</b>, requires two shots but doesn't use a genetic delivery mechanism and has no special storage requirements. The company could see its market share shrink fast as these alternative options emerge.</p><p>In oncology, a clinical trial studying the ability of Ibrance to prevent recurrence in women after treatment for early stage breast cancer did not meet its goal. That opens the door for<b>Eli Lilly</b>'s(NYSE:LLY)competing drug, Verzenio, which did reduce the risk of recurrence in its own study.</p><p>In inflammation and immunology, patients taking arthritis drug Xeljanz were shown to be at greater risk of heart complications and cancer than if they were taking other anti-inflammatory drugs. The issue may not be with the drug itself. Instead, the entire class of JAK inhibitors -- drugs that block an enzyme that regulates immune response -- has come under scrutiny. That should give investors concern about the durability of the $2.4 billion Xeljanz produced last year. Competing drugs like<b>Abbvie</b>'s(NYSE:ABBV)Humira, which generated nearly $20 billion in sales last year, and<b>Amgen</b>'s(NASDAQ:AMGN)Enbrel, which produced $1.3 billion, take a different approach to treating inflammatory diseases.</p><p>Pfizer's best-selling drug is pneumococcal vaccine Prevnar, bringing in $5.85 billion last year. It was the highest-grossing vaccine in the world before COVID-19, and it could also be under threat. Pfizer and<b>Merck</b>(NYSE:MRK)both have improved pneumococcal vaccines for adults slated for a decision from the U.S. Food and Drug Administration this summer. However, adults only account for 20% of Prevnar sales -- and Merck's new candidate is expected to have results on its effects in children by November, a year earlier than Pfizer's. That head start could eat into sales of Prevnar for at least a year, or even longer if doctors stick with the Merck treatment once they start using it.</p><p>This time next year</p><p>A year from now, investors will have a lot more information about thegrowth prospectsfor Pfizer. Prevnar sales could be under assault, COVID-19 vaccine sales could be limited to boosters, and some of the company's blockbuster drugs could have been replaced. Management has guided for $59.4 billion to $61.4 billion in revenue this year thanks to $15 billion from COVID-19 vaccine sales, but these risks could undermine the minimum 6% annual revenue growth CEO Albert Bourla has promised beyond this year.</p><p>That said, Pfizer is mounting a defense. The company is currently investigating a third vaccine shot in the hopes that it will extend protection, in addition to developing a version of the vaccine to target the South African variant. Also, the recent launches of biosimilars should bolster the oncology segment and fill some of the gap left by the inability of Ibrance to expand beyond metastatic breast cancer. These biosimilar drugs generated $866 million in revenue last year, up 203% year over year.</p><p>2021 will be the first year of Pfizer operating in its new form. Despite the risks, the company has a broad portfolio of drugs and well-performing new products in the key oncology segment. Investors seeking stability may want to add shares to their portfolio. So far, the company is managing risks despite some setbacks, and the next 12 months should provide a lot of clarity about the long-term outlook.</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>Where Will Pfizer Be in 1 Year?</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\">\nWhere Will Pfizer Be in 1 Year?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/where-will-pfizer-be-in-1-year/><strong>Jason Hawthorne</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Those following the headlines about Pfizer  last year may have thought 2020 was all aboutdeveloping a vaccinefor COVID-19. For society at large, it was. For the company, though, 2020 was about ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/where-will-pfizer-be-in-1-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/03/02/where-will-pfizer-be-in-1-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116599076","content_text":"Those following the headlines about Pfizer  last year may have thought 2020 was all aboutdeveloping a vaccinefor COVID-19. For society at large, it was. For the company, though, 2020 was about transformation. Management is hoping to reestablish Pfizer as a scientific trailblazer after shedding slow-growth businesses. By this time next year, we should know whether the move is paying off or whether competition will stunt the 172-year-old pharmaceutical giant's attempt to ignite growth.The new PfizerOver the last decade, the company has been converting itself into what it calls a pure-play science and innovation-focused company. After the August 2019 deal withGlaxoSmithKline to create a joint venture of consumer health assets, and the November 2020 deal to combine its off-patent arm, Upjohn, with Mylan to formViatris, management is finally able to devote all of its energy to the biopharmaceuticals business. The unit is surprisingly well-diversified, with no single segment comprising more than roughly a quarter of sales, as the recently reported full-year 2020 results demonstrate.As the largest segment, oncology is the most important growth driver for the company. Breast cancer drug Ibrance is the best seller there, and its sales were up 9% year over year in 2020. The $5.4 billion in revenue made it the company's second best-selling drug overall. Other smaller contributors in the segment included Xtandi and Inlyta, drugs for prostate and kidney cancer, respectively. Beyond oncology, blockbuster drugs for arthritis, heart failure, and blood clots all grew at least as fast as Ibrance.That is impressive diversification across a portfolio of drugs for many different diseases. Of course, the greatest success of 2020 was the development and rollout of Comirnaty, the COVID-19 vaccine developed with partnerBioNTech(NASDAQ:BNTX).A bevy of competitionTo maintain this kind of growth, Pfizer will have to fight off competition on nearly every front. So far, the company has shared the stage withModernain the fight against COVID-19. However, withJohnson & Johnson's single-dose vaccine now authorized for emergency use, that may change fast. And there's another contender not far behind; this one, fromNovavax, requires two shots but doesn't use a genetic delivery mechanism and has no special storage requirements. The company could see its market share shrink fast as these alternative options emerge.In oncology, a clinical trial studying the ability of Ibrance to prevent recurrence in women after treatment for early stage breast cancer did not meet its goal. That opens the door forEli Lilly's(NYSE:LLY)competing drug, Verzenio, which did reduce the risk of recurrence in its own study.In inflammation and immunology, patients taking arthritis drug Xeljanz were shown to be at greater risk of heart complications and cancer than if they were taking other anti-inflammatory drugs. The issue may not be with the drug itself. Instead, the entire class of JAK inhibitors -- drugs that block an enzyme that regulates immune response -- has come under scrutiny. That should give investors concern about the durability of the $2.4 billion Xeljanz produced last year. Competing drugs likeAbbvie's(NYSE:ABBV)Humira, which generated nearly $20 billion in sales last year, andAmgen's(NASDAQ:AMGN)Enbrel, which produced $1.3 billion, take a different approach to treating inflammatory diseases.Pfizer's best-selling drug is pneumococcal vaccine Prevnar, bringing in $5.85 billion last year. It was the highest-grossing vaccine in the world before COVID-19, and it could also be under threat. Pfizer andMerck(NYSE:MRK)both have improved pneumococcal vaccines for adults slated for a decision from the U.S. Food and Drug Administration this summer. However, adults only account for 20% of Prevnar sales -- and Merck's new candidate is expected to have results on its effects in children by November, a year earlier than Pfizer's. That head start could eat into sales of Prevnar for at least a year, or even longer if doctors stick with the Merck treatment once they start using it.This time next yearA year from now, investors will have a lot more information about thegrowth prospectsfor Pfizer. Prevnar sales could be under assault, COVID-19 vaccine sales could be limited to boosters, and some of the company's blockbuster drugs could have been replaced. Management has guided for $59.4 billion to $61.4 billion in revenue this year thanks to $15 billion from COVID-19 vaccine sales, but these risks could undermine the minimum 6% annual revenue growth CEO Albert Bourla has promised beyond this year.That said, Pfizer is mounting a defense. The company is currently investigating a third vaccine shot in the hopes that it will extend protection, in addition to developing a version of the vaccine to target the South African variant. Also, the recent launches of biosimilars should bolster the oncology segment and fill some of the gap left by the inability of Ibrance to expand beyond metastatic breast cancer. These biosimilar drugs generated $866 million in revenue last year, up 203% year over year.2021 will be the first year of Pfizer operating in its new form. Despite the risks, the company has a broad portfolio of drugs and well-performing new products in the key oncology segment. Investors seeking stability may want to add shares to their portfolio. So far, the company is managing risks despite some setbacks, and the next 12 months should provide a lot of clarity about the long-term outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365133143,"gmtCreate":1614700704382,"gmtModify":1703480144976,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365133143","repostId":"1145359061","repostType":4,"repost":{"id":"1145359061","kind":"news","pubTimestamp":1614694002,"share":"https://www.laohu8.com/m/news/1145359061?lang=&edition=full","pubTime":"2021-03-02 22:06","market":"us","language":"en","title":"Wall Street Breakfast: A Greener World","url":"https://stock-news.laohu8.com/highlight/detail?id=1145359061","media":"seekingalpha","summary":"Petaluma, California - a city of 61,000 residents and 15 square miles in size - has become the first city in the U.S. to permanently halt the construction of new gas stations. The legislation will also outlaw new pumps at existing stations and streamline the process for adding more EV infrastructure like electric charging bays and hydrogen fuel cell facilities. The new prohibition is part of Petaluma's plan to completely phase out carbon emissions by 2030, though other environmental groups  are ","content":"<p><b>A greener world</b></p>\n<p>Petaluma, California - a city of 61,000 residents and 15 square miles in size - has become the first city in the U.S. to permanently halt the construction of new gas stations. The legislation will also outlaw new pumps at existing stations and streamline the process for adding more EV infrastructure like electric charging bays and hydrogen fuel cell facilities. The new prohibition is part of Petaluma's plan to completely phase out carbon emissions by 2030, though other environmental groups (like CONGAS) are pushing for a ban on the entire Sonoma County, which includes Petaluma and eight other cities.</p>\n<p>\"The goal here is to move away from fossil fuels and to make it as easy as possible to do that,\" said D'Lynda Fischer, the city councilor who introduced the measure. \"Right now, we have existing fossil fuel stations, and what we want them to do is add [electric vehicle] chargers and create another source of fueling people can use.\"</p>\n<p><i>Bigger picture:</i>There are an estimated 450,000 brownfield sites in the U.S., or areas where expansion, redevelopment, or reuse may be complicated by the presence of a hazardous substance. According to the EPA, approximately <a href=\"https://laohu8.com/S/AONE.U\">one</a>-half of them are thought to be impacted by petroleum, much of it from leaking underground storage tanks at old gas stations. The sites \"blight the surrounding neighborhoods, threaten human health and the environment and can contaminate groundwater.\"</p>\n<p><b>Outlook:</b>While the latest move is taking place at the grassroots level, there are other developments happening at the state level in California. Last year, the state banned the sale of new gas-powered cars by 2035 and will require 75% of heavy trucks sold locally to be electric by that date. There are also plans to build an electric highway along the Pacific Coast. A host of policies are also being prepared at the federal level, like the Biden administration's $2T climate and infrastructure plan, which couldboost renewables and other sustainable stocks.(96 comments)</p>\n<p><b>Warming to plans on carbon pricing</b></p>\n<p>After hitting a pandemic low in April, global emissions rebounded strongly and were 2%, or 60M tons, higher in December 2020 than they were in the same month a year earlier, according to the latest data from the International Energy Agency. This should serve a \"stark warning\" that not enough is being done to accelerate clean energy transitions worldwide, added Dr. Fatih Birol, the IEA Executive Director. Major economies led the resurgence as a pick-up in economic activity pushed energy demand higher, while significant measures to boost clean energy were lacking.</p>\n<p>Quote:\"If governments don't move quickly with the right energy policies, this could put at risk the world’s historic opportunity to make 2019 the definitive peak in global emissions,\" Birol continued. \"In March 2020, the IEA urged governments to put clean energy at the heart of their economic stimulus plans to ensure a sustainable recovery. But our numbers show we are returning to carbon-intensive business-as-usual.\"</p>\n<p>It's easier said than done. The latest report card from the United Nations showed that 75 signatories to the Paris climate accord - responsible for a third of global emissions - \"fell far short\" of what is needed to meet the deal's goals. If those targets were implemented, their combined emissions would fall just 0.5% by 2030 (compared to 2010 levels), which is far lower than the 45% fall in global emissions needed to limit warming to 1.5C. No new commitments have yet been put forward by China, India and the U.S., though the latter is expected to do so before the Biden administration hosts a climate summit on April 22.</p>\n<p><b>New economy?</b>The American Petroleum Institute, <a href=\"https://laohu8.com/S/AONE\">one</a> of the most powerful trade associations in Washington, is preparing toendorsesetting a price on carbon emissions in what would \"lead to the most economic paths to achieve the ambitions of the Paris Agreement.\" \"API supports economy-wide carbon pricing as the primary government climate policy instrument to reduce CO2 emissions while helping keep energy affordable, instead of mandates or prescriptive regulatory action,\" according to a draft statement. A decade ago, API was one of the strongest opponents to a Congressional plan on carbon pricing, though it is now the latest of several to support a \"market-based\" approach following an announcement from the U.S. Chamber of Commerce in January. (4 comments)</p>\n<p><b>Next moves?</b></p>\n<p>Volatility may be making a comeback on Wall Street as stock index futures fell back overnight,down about 0.5%, following one of the best days since June. On Monday, the S&amp;P 500climbed 2.4%, the DJIA tacked onanother 2%, while the tech-heavy Nasdaq Compositejumped over 3%after shedding 4.9% last week. The 10-year U.S. Treasury note yield, which is keeping investors on edge, also slipped to a session low of 1.41% before drifting toward the flatline.</p>\n<p>Cyclical sectors like energy and financials are also continuing to outperform the broader market due to optimism about vaccines and economic resurgence, though some are cautioning the rotation is overdone. \"The value side of the equation - the 'go outside' trade - has really moved way too far and way too fast for where we are at this stage of the reopening,\" said Amanda Agati, who oversees $170B in assets at PNC Financial. \"We've seen this massive sentiment shift, but at the end of the day, we really haven't seen the underlying fundamentals improve in a big way.\" She's putting her money in 2020's winners, like the stay-at-home trade, which includes Big Tech.</p>\n<p>Keep on it:\"Everyone's chasing their shadows and saying it's rates here, it's inflation there. But those just aren't real,\" added Mike Dowdall, a portfolio manager at BMO Global Asset Management. Monday was a \"kind of a reckoning with the reality that the Fed's not moving anytime soon. It's really hard to paint a negative picture of this market.\"</p>\n<p>Warning bells:SA contributor Mott Capital Management feels now is not the time tobuy the dip, nor should the recent rally last or be trusted. \"The rise in real yields has massively underperformed the rise in 10-year Treasury rates. That has resulted in breakeven inflation rates moving sharply higher, which has helped send the wrong message overall to the equity market. But as real yields begin to play catch-up to the nominal 10-year rate, it's likely to push those breakeven inflation rates lower, resulting in equity prices following lower, causing massive volatility.\"</p>\n<p><b>Signs of reopening</b></p>\n<p>All 270 Apple Stores (AAPL) in the United States arenow openfor the first time in nearly a year, though some still have restrictions, such as being appointment-only. Stores in Texas were the last to reopen following additional delays caused by an Arctic blast in February. That milestone, along with news that Berkshire Hathaway (BRK.A,BRK.B) isstill bullishon its 5.4% stake in the iPhone maker, sent shares of Appleup more than 5%on Monday for their biggest gain in more than four months.</p>\n<p>Backdrop:On March 13, 2020, Apple closed all of its retail stores outside of China due to the spreading pandemic. Since then, Apple has opened and closed stores around the world based on local lockdown restrictions and spiking COVID-19 cases. The only Apple Stores that are still closed worldwide are about a dozen in Brazil and France (outlets in Mexico reopen today).</p>\n<p>The opening of Apple stores is more an indicator of improving retail health than a financial tailwind for the company. In fact, the retail store closures didn't even hurt Apple's sales, with iPhone revenues smashing analyst estimates last quarter, driven by iPhone 12 strength.</p>\n<p>Analyst notes:Last month, JPMorgan analyst William Yang said weak demand for Apple's iPhone 12 mini could lead to a Q2 production halt for the device. Noted Apple analyst Ming-Chi Kuo is now out with anew notepredicting the iPhone 13 family will match 12 in the number of devices and sizes, which means a 13 mini will be on offer. He also said that all 2021 models will include a Lightning and a reduced notch area, while the higher-end 13 Pro and 13 Pro Max will have an upgraded ultra-wide camera andLiDAR. (32 comments)</p>\n<p><b>Vaccine passports</b></p>\n<p>On March 17, the European Commission is set toproposean EU-wide digital certificate that provides the proof of the status of COVID-19 vaccination, Reuters reports. With the \"digital green pass,\" the 27-member bloc also expects to cooperate with international organizations to ensure that the system also works outside the region. The move is aimed at promoting safer travel within the region as well as abroad for work or tourism, according to Commission president Ursula von der Leyen.</p>\n<p>Potential problems?Vaccine distrust is a persistent issue in Europe, with only 59% of people in Western Europe trusting the safety of vaccines compared to 79% worldwide, according to a Wellcome Global Monitor survey in 2018. Compound that with privacy issues, as well as security and patient rights. EU countries would also be free to set their own criteria for entry, but broadly open borders make that a difficult task.</p>\n<p>Both messenger RNA-based COVID-19 vaccines from Pfizer-BioNTech (PFE,BNTX) and Moderna (MRNA) have received a regulatory nod in the EU along with the vector-based jab developed by AstraZeneca (AZN) in partnership with the University of Oxford. Meanwhile, a shot from Johnson &amp; Johnson (JNJ) - the latest to receive FDA approval - is likely to undergo European regulatory review early this month.</p>\n<p>Elsewhere in Europe:The U.K. has beendebatinga so-called COVID-19 vaccine passport, which would enable residents to get into bars and grocery stores in the future, according to Foreign Secretary Dominic Raab. \"It's something that hasn’t been ruled out and it's under consideration, but of course you've got to make it workable,\" he toldLBC Radioin February. Other British officials have pushed back on the possibility. Health Secretary Matt Hancock said the country is exploring vaccine certificates for international travel, but a so-called vaccine passport was not something that would be required to access local services. (78 comments)</p>\n<p>What else is happening...</p>\n<p>Volvo(OTCPK:VOLAF)is the next automaker to gofully electricby 2030.</p>\n<p>Vote of confidence...United(NASDAQ:UAL)buys 25 new Boeing(NYSE:BA)737 MAX jets.</p>\n<p><a href=\"https://laohu8.com/S/EBAY\">eBay</a>(NASDAQ:EBAY)willdivestU.K. classifieds sites to complete Adevinta deal.</p>\n<p>Walmart(NYSE:WMT)poaches two Goldman(NYSE:GS)bankers tobuildits fintech venture.</p>\n<p>SEC says Exxon(NYSE:XOM), Citi(NYSE:C)must let investors vote onESG issues.</p>\n<p>Monday's Key Earnings</p>\n<p>NIO&nbsp;-4.2%&nbsp;A&nbsp;Hposting mixed Q4 results.</p>\n<p>Novavax )-4.3%despite plans for a vaccine as early as May.</p>\n<p><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video&nbsp;+9.7%on robust guidance, WFH tailwinds.</p>\n<p><b>Today's Markets</b></p>\n<p><b>In Asia,</b>Japan-0.9%. Hong Kong-1.2%. China-1.2%. India+0.9%.</p>\n<p><b>In Europe,</b>at midday, London+0.5%. Paris+0.4%. Frankfurt+0.3%.</p>\n<p><b>Futures at 6:20,</b>Dow-0.3%. S&amp;P-0.5%. Nasdaq-0.5%. Crude-0.1%to $60.58. Gold+0.2%at $1726.10. Bitcoin+2%to $48755.</p>\n<p><b>Ten-year Treasury Yield</b>flat at 1.44%</p>\n<p><b>Today's Economic Calendar</b></p>\n<p><b>Auto Sales</b></p>\n<p>8:55&nbsp;Redbook Chain Store Sales</p>\n<p>1:00 PM&nbsp;Fed's Brainard: Economic Outlook and Monetary Policy Outlook</p>\n<p>2:00 PM&nbsp;Fed's Daly Speech</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Breakfast: A Greener World</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Breakfast: A Greener World\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4410639-wall-street-breakfast-greener-world><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A greener world\nPetaluma, California - a city of 61,000 residents and 15 square miles in size - has become the first city in the U.S. to permanently halt the construction of new gas stations. The ...</p>\n\n<a href=\"https://seekingalpha.com/article/4410639-wall-street-breakfast-greener-world\">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",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4410639-wall-street-breakfast-greener-world","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1145359061","content_text":"A greener world\nPetaluma, California - a city of 61,000 residents and 15 square miles in size - has become the first city in the U.S. to permanently halt the construction of new gas stations. The legislation will also outlaw new pumps at existing stations and streamline the process for adding more EV infrastructure like electric charging bays and hydrogen fuel cell facilities. The new prohibition is part of Petaluma's plan to completely phase out carbon emissions by 2030, though other environmental groups (like CONGAS) are pushing for a ban on the entire Sonoma County, which includes Petaluma and eight other cities.\n\"The goal here is to move away from fossil fuels and to make it as easy as possible to do that,\" said D'Lynda Fischer, the city councilor who introduced the measure. \"Right now, we have existing fossil fuel stations, and what we want them to do is add [electric vehicle] chargers and create another source of fueling people can use.\"\nBigger picture:There are an estimated 450,000 brownfield sites in the U.S., or areas where expansion, redevelopment, or reuse may be complicated by the presence of a hazardous substance. According to the EPA, approximately one-half of them are thought to be impacted by petroleum, much of it from leaking underground storage tanks at old gas stations. The sites \"blight the surrounding neighborhoods, threaten human health and the environment and can contaminate groundwater.\"\nOutlook:While the latest move is taking place at the grassroots level, there are other developments happening at the state level in California. Last year, the state banned the sale of new gas-powered cars by 2035 and will require 75% of heavy trucks sold locally to be electric by that date. There are also plans to build an electric highway along the Pacific Coast. A host of policies are also being prepared at the federal level, like the Biden administration's $2T climate and infrastructure plan, which couldboost renewables and other sustainable stocks.(96 comments)\nWarming to plans on carbon pricing\nAfter hitting a pandemic low in April, global emissions rebounded strongly and were 2%, or 60M tons, higher in December 2020 than they were in the same month a year earlier, according to the latest data from the International Energy Agency. This should serve a \"stark warning\" that not enough is being done to accelerate clean energy transitions worldwide, added Dr. Fatih Birol, the IEA Executive Director. Major economies led the resurgence as a pick-up in economic activity pushed energy demand higher, while significant measures to boost clean energy were lacking.\nQuote:\"If governments don't move quickly with the right energy policies, this could put at risk the world’s historic opportunity to make 2019 the definitive peak in global emissions,\" Birol continued. \"In March 2020, the IEA urged governments to put clean energy at the heart of their economic stimulus plans to ensure a sustainable recovery. But our numbers show we are returning to carbon-intensive business-as-usual.\"\nIt's easier said than done. The latest report card from the United Nations showed that 75 signatories to the Paris climate accord - responsible for a third of global emissions - \"fell far short\" of what is needed to meet the deal's goals. If those targets were implemented, their combined emissions would fall just 0.5% by 2030 (compared to 2010 levels), which is far lower than the 45% fall in global emissions needed to limit warming to 1.5C. No new commitments have yet been put forward by China, India and the U.S., though the latter is expected to do so before the Biden administration hosts a climate summit on April 22.\nNew economy?The American Petroleum Institute, one of the most powerful trade associations in Washington, is preparing toendorsesetting a price on carbon emissions in what would \"lead to the most economic paths to achieve the ambitions of the Paris Agreement.\" \"API supports economy-wide carbon pricing as the primary government climate policy instrument to reduce CO2 emissions while helping keep energy affordable, instead of mandates or prescriptive regulatory action,\" according to a draft statement. A decade ago, API was one of the strongest opponents to a Congressional plan on carbon pricing, though it is now the latest of several to support a \"market-based\" approach following an announcement from the U.S. Chamber of Commerce in January. (4 comments)\nNext moves?\nVolatility may be making a comeback on Wall Street as stock index futures fell back overnight,down about 0.5%, following one of the best days since June. On Monday, the S&P 500climbed 2.4%, the DJIA tacked onanother 2%, while the tech-heavy Nasdaq Compositejumped over 3%after shedding 4.9% last week. The 10-year U.S. Treasury note yield, which is keeping investors on edge, also slipped to a session low of 1.41% before drifting toward the flatline.\nCyclical sectors like energy and financials are also continuing to outperform the broader market due to optimism about vaccines and economic resurgence, though some are cautioning the rotation is overdone. \"The value side of the equation - the 'go outside' trade - has really moved way too far and way too fast for where we are at this stage of the reopening,\" said Amanda Agati, who oversees $170B in assets at PNC Financial. \"We've seen this massive sentiment shift, but at the end of the day, we really haven't seen the underlying fundamentals improve in a big way.\" She's putting her money in 2020's winners, like the stay-at-home trade, which includes Big Tech.\nKeep on it:\"Everyone's chasing their shadows and saying it's rates here, it's inflation there. But those just aren't real,\" added Mike Dowdall, a portfolio manager at BMO Global Asset Management. Monday was a \"kind of a reckoning with the reality that the Fed's not moving anytime soon. It's really hard to paint a negative picture of this market.\"\nWarning bells:SA contributor Mott Capital Management feels now is not the time tobuy the dip, nor should the recent rally last or be trusted. \"The rise in real yields has massively underperformed the rise in 10-year Treasury rates. That has resulted in breakeven inflation rates moving sharply higher, which has helped send the wrong message overall to the equity market. But as real yields begin to play catch-up to the nominal 10-year rate, it's likely to push those breakeven inflation rates lower, resulting in equity prices following lower, causing massive volatility.\"\nSigns of reopening\nAll 270 Apple Stores (AAPL) in the United States arenow openfor the first time in nearly a year, though some still have restrictions, such as being appointment-only. Stores in Texas were the last to reopen following additional delays caused by an Arctic blast in February. That milestone, along with news that Berkshire Hathaway (BRK.A,BRK.B) isstill bullishon its 5.4% stake in the iPhone maker, sent shares of Appleup more than 5%on Monday for their biggest gain in more than four months.\nBackdrop:On March 13, 2020, Apple closed all of its retail stores outside of China due to the spreading pandemic. Since then, Apple has opened and closed stores around the world based on local lockdown restrictions and spiking COVID-19 cases. The only Apple Stores that are still closed worldwide are about a dozen in Brazil and France (outlets in Mexico reopen today).\nThe opening of Apple stores is more an indicator of improving retail health than a financial tailwind for the company. In fact, the retail store closures didn't even hurt Apple's sales, with iPhone revenues smashing analyst estimates last quarter, driven by iPhone 12 strength.\nAnalyst notes:Last month, JPMorgan analyst William Yang said weak demand for Apple's iPhone 12 mini could lead to a Q2 production halt for the device. Noted Apple analyst Ming-Chi Kuo is now out with anew notepredicting the iPhone 13 family will match 12 in the number of devices and sizes, which means a 13 mini will be on offer. He also said that all 2021 models will include a Lightning and a reduced notch area, while the higher-end 13 Pro and 13 Pro Max will have an upgraded ultra-wide camera andLiDAR. (32 comments)\nVaccine passports\nOn March 17, the European Commission is set toproposean EU-wide digital certificate that provides the proof of the status of COVID-19 vaccination, Reuters reports. With the \"digital green pass,\" the 27-member bloc also expects to cooperate with international organizations to ensure that the system also works outside the region. The move is aimed at promoting safer travel within the region as well as abroad for work or tourism, according to Commission president Ursula von der Leyen.\nPotential problems?Vaccine distrust is a persistent issue in Europe, with only 59% of people in Western Europe trusting the safety of vaccines compared to 79% worldwide, according to a Wellcome Global Monitor survey in 2018. Compound that with privacy issues, as well as security and patient rights. EU countries would also be free to set their own criteria for entry, but broadly open borders make that a difficult task.\nBoth messenger RNA-based COVID-19 vaccines from Pfizer-BioNTech (PFE,BNTX) and Moderna (MRNA) have received a regulatory nod in the EU along with the vector-based jab developed by AstraZeneca (AZN) in partnership with the University of Oxford. Meanwhile, a shot from Johnson & Johnson (JNJ) - the latest to receive FDA approval - is likely to undergo European regulatory review early this month.\nElsewhere in Europe:The U.K. has beendebatinga so-called COVID-19 vaccine passport, which would enable residents to get into bars and grocery stores in the future, according to Foreign Secretary Dominic Raab. \"It's something that hasn’t been ruled out and it's under consideration, but of course you've got to make it workable,\" he toldLBC Radioin February. Other British officials have pushed back on the possibility. Health Secretary Matt Hancock said the country is exploring vaccine certificates for international travel, but a so-called vaccine passport was not something that would be required to access local services. (78 comments)\nWhat else is happening...\nVolvo(OTCPK:VOLAF)is the next automaker to gofully electricby 2030.\nVote of confidence...United(NASDAQ:UAL)buys 25 new Boeing(NYSE:BA)737 MAX jets.\neBay(NASDAQ:EBAY)willdivestU.K. classifieds sites to complete Adevinta deal.\nWalmart(NYSE:WMT)poaches two Goldman(NYSE:GS)bankers tobuildits fintech venture.\nSEC says Exxon(NYSE:XOM), Citi(NYSE:C)must let investors vote onESG issues.\nMonday's Key Earnings\nNIO -4.2% A Hposting mixed Q4 results.\nNovavax )-4.3%despite plans for a vaccine as early as May.\nZoom Video +9.7%on robust guidance, WFH tailwinds.\nToday's Markets\nIn Asia,Japan-0.9%. Hong Kong-1.2%. China-1.2%. India+0.9%.\nIn Europe,at midday, London+0.5%. Paris+0.4%. Frankfurt+0.3%.\nFutures at 6:20,Dow-0.3%. S&P-0.5%. Nasdaq-0.5%. Crude-0.1%to $60.58. Gold+0.2%at $1726.10. Bitcoin+2%to $48755.\nTen-year Treasury Yieldflat at 1.44%\nToday's Economic Calendar\nAuto Sales\n8:55 Redbook Chain Store Sales\n1:00 PM Fed's Brainard: Economic Outlook and Monetary Policy Outlook\n2:00 PM Fed's Daly Speech","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365130802,"gmtCreate":1614700566706,"gmtModify":1703480142909,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577623944904074","authorIdStr":"3577623944904074"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365130802","repostId":"2116663594","repostType":4,"repost":{"id":"2116663594","kind":"news","pubTimestamp":1614694800,"share":"https://www.laohu8.com/m/news/2116663594?lang=&edition=full","pubTime":"2021-03-02 22:20","market":"us","language":"en","title":"1 Reason Why You Should Buy the Dip in AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2116663594","media":"Harsh Chauhan","summary":"The chipmaker is witnessing tremendous traction in an area that could drive multi-year growth.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.</p>\n<p><img src=\"https://static.tigerbbs.com/4b1b0b9f67938d594ce85330904971ac\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>That's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating <b>Intel</b> in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.</p>\n<p>However, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from <b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SNE) is also turning out to be a major tailwind for the company -- <a href=\"https://laohu8.com/S/AONE\">one</a> that could help the chipmaker exceed its own expectations as it supplies chips for both devices.</p>\n<p><b><b>The new gaming consoles are witnessing unprecedented demand</b></b></p>\n<p>The PlayStation 5 and Xbox Series X consoles have been setting&nbsp;the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.</p>\n<p>The company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid&nbsp;a global shortage of chips.</p>\n<p>The long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.</p>\n<p>Microsoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.</p>\n<p>All of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F614887%2Fbuystock.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>And that demand has created a massive tailwind for AMD</b></p>\n<p>AMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:</p>\n<blockquote>\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n</blockquote>\n<p>This indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.</p>\n<p>Thanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5fd3c87ee611e4914752957c021857\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>At the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.</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 Reason Why You Should Buy the Dip in AMD Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Reason Why You Should Buy the Dip in AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/><strong>Harsh Chauhan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116663594","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by YCharts.\nThat's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating Intel in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.\nHowever, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) is also turning out to be a major tailwind for the company -- one that could help the chipmaker exceed its own expectations as it supplies chips for both devices.\nThe new gaming consoles are witnessing unprecedented demand\nThe PlayStation 5 and Xbox Series X consoles have been setting the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.\nThe company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid a global shortage of chips.\nThe long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.\nMicrosoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.\nAll of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.\n\nImage source: Getty Images.\nAnd that demand has created a massive tailwind for AMD\nAMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:\n\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n\nThis indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.\nThanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.\n\nData by YCharts.\nAt the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":351423523,"gmtCreate":1616628197262,"gmtModify":1634524888379,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>what is going on?","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>what is going on?","text":"$NIO Inc.(NIO)$what is going on?","images":[{"img":"https://static.tigerbbs.com/1126b6e6107b8265b3ffc4a14645fb18","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/351423523","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340867892,"gmtCreate":1617373957516,"gmtModify":1634521190808,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来吧来吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>来吧来吧","text":"$NIO Inc.(NIO)$来吧来吧","images":[{"img":"https://static.tigerbbs.com/beb410f98a66afd1b559f9fffa26d93b","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340867892","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365112978,"gmtCreate":1614701712394,"gmtModify":1703480164937,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365112978","repostId":"2116599076","repostType":4,"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364935592,"gmtCreate":1614791706716,"gmtModify":1703481280510,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"Buy buy uh huh","listText":"Buy buy uh huh","text":"Buy buy uh huh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364935592","repostId":"1102082323","repostType":4,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365133143,"gmtCreate":1614700704382,"gmtModify":1703480144976,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365133143","repostId":"1145359061","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365130802,"gmtCreate":1614700566706,"gmtModify":1703480142909,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365130802","repostId":"2116663594","repostType":4,"repost":{"id":"2116663594","kind":"news","pubTimestamp":1614694800,"share":"https://www.laohu8.com/m/news/2116663594?lang=&edition=full","pubTime":"2021-03-02 22:20","market":"us","language":"en","title":"1 Reason Why You Should Buy the Dip in AMD Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2116663594","media":"Harsh Chauhan","summary":"The chipmaker is witnessing tremendous traction in an area that could drive multi-year growth.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.</p>\n<p><img src=\"https://static.tigerbbs.com/4b1b0b9f67938d594ce85330904971ac\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>That's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating <b>Intel</b> in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.</p>\n<p>However, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from <b>Microsoft</b> (NASDAQ:MSFT) and <b>Sony</b> (NYSE:SNE) is also turning out to be a major tailwind for the company -- <a href=\"https://laohu8.com/S/AONE\">one</a> that could help the chipmaker exceed its own expectations as it supplies chips for both devices.</p>\n<p><b><b>The new gaming consoles are witnessing unprecedented demand</b></b></p>\n<p>The PlayStation 5 and Xbox Series X consoles have been setting&nbsp;the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.</p>\n<p>The company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid&nbsp;a global shortage of chips.</p>\n<p>The long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.</p>\n<p>Microsoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.</p>\n<p>All of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F614887%2Fbuystock.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"554\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p><b>And that demand has created a massive tailwind for AMD</b></p>\n<p>AMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:</p>\n<blockquote>\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n</blockquote>\n<p>This indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.</p>\n<p>Thanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.</p>\n<p><img src=\"https://static.tigerbbs.com/cb5fd3c87ee611e4914752957c021857\" tg-width=\"720\" tg-height=\"452\" referrerpolicy=\"no-referrer\"></p>\n<p>Data by YCharts.</p>\n<p>At the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.</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 Reason Why You Should Buy the Dip in AMD Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Reason Why You Should Buy the Dip in AMD Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-02 22:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/><strong>Harsh Chauhan</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/03/02/1-reason-why-you-should-buy-the-dip-in-amd-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2116663594","content_text":"Advanced Micro Devices (NASDAQ:AMD) stock has stumbled out of the gate in 2021. Shares of the chip giant are down about 6% year to date, underperforming the broad market by a wide margin.\n\nData by YCharts.\nThat's surprising as AMD is about to deliver yet another year of outstanding growth. The company has been dominating Intel in the CPU market and is sitting on favorable trends in the GPU (graphics processing unit) space where demand is substantially outpacing supply. It could also win big in server processors.\nHowever, these are not the only catalysts for AMD in 2021. The arrival of a new generation of gaming consoles from Microsoft (NASDAQ:MSFT) and Sony (NYSE:SNE) is also turning out to be a major tailwind for the company -- one that could help the chipmaker exceed its own expectations as it supplies chips for both devices.\nThe new gaming consoles are witnessing unprecedented demand\nThe PlayStation 5 and Xbox Series X consoles have been setting the sales charts on fire in recent months. The PS5, for instance, sold 4.5 million units in less than 50 days since its launch on Nov. 12, according to Sony's fiscal 2020 third-quarter report.\nThe company expects its PS5 console to break the record of its predecessor and to exceed sales of 7.6 million units by the end of March. That would be slightly higher than the 7.5 million PS4 units Sony sold from Nov. 2013 through Mar. 2014. According to another estimate, Sony might ship as many as eight million new consoles by the end of this month, though that would depend on the company's ability to procure more components amid a global shortage of chips.\nThe long-term picture also seems bright. The PS5 is expected to clock consistently strong sales in the coming years and may eventually top 200 million units shipped per third-party forecasts. The PlayStation 2 has been Sony's best-selling console to date with lifetime shipments of approximately 159 million units, while the PS4 has reportedly shipped around 115 million units. The PS5 has a real shot at dethroning its predecessor in the long run as there are millions of console users in an upgrade window.\nMicrosoft's Xbox Series X, on the other hand, is also witnessing strong early demand. Niko Partners estimates that Microsoft moved 3.5 million units of its new console in November and December of last year. The firm points out that the figure would have been higher had Microsoft not underestimated demand and produced more consoles. Management says the new Xbox is likely to be in short supply until July this year with the company reportedly selling out every console that it made last quarter.\nAll of this indicates that the new gaming hardware is likely to remain in high demand, which bodes well for AMD's enterprise, embedded and semi-custom (EESC) business.\n\nImage source: Getty Images.\nAnd that demand has created a massive tailwind for AMD\nAMD's EESC revenue shot up 176% year over year in the fourth quarter to $1.28 billion (the segment had delivered recorded just 7% revenue growth in the prior-year period). AMD management credited a ramp-up in the sales of semi-custom chips for this tremendous performance on the Jan. 26 earnings conference call:\n\n Semi-custom sales increase year over year and sequentially based on strong demand for the next generation Sony and Microsoft consoles. Our semi-custom SoC sales are ramping faster than the last console cycle, and we expect sales to be better than typical seasonality in the first half of this year based on the current strong demand.\n\nThis indicates that the EESC business can continue to clock high growth rates in 2021, and that's great news for AMD as this segment produced 40% of total revenue last quarter. By comparison, the EESC business accounted for only 22% of the top line in the fourth quarter of 2019 when the new console cycle had yet to arrive.\nThanks to the rapid expansion of this business, as well as other growth drivers in CPUs and GPUs, analysts covering AMD stock have increased their earnings estimates significantly in the past month.\n\nData by YCharts.\nAt the same time, the stock has become cheaper because of its pullback. AMD is now trading at 42 times trailing earnings, way below the 2020 average earnings multiple of over 120. This should make AMD very attractive to growth investors as it aims to deliver 37% revenue growth in 2021 after last year's 45% increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344299820,"gmtCreate":1618409020060,"gmtModify":1634293141911,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344299820","repostId":"1191835075","repostType":4,"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344206454,"gmtCreate":1618408880978,"gmtModify":1631884223796,"author":{"id":"3577623944904074","authorId":"3577623944904074","name":"Daisymaisy","avatar":"https://static.tigerbbs.com/56e92988cf48266ee1d086e93afd7418","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577623944904074","idStr":"3577623944904074"},"themes":[],"htmlText":"Just downloaded the app 😄","listText":"Just downloaded the app 😄","text":"Just downloaded the app 😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344206454","repostId":"2127454000","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}