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2021-11-26

........

2021-11-15

[微笑] [微笑] [微笑]

@我i168:My SGX stock watchlist

2021-11-11

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@Buy_Sell:🚀【11月10日】三大指数集体收跌，特斯拉闪崩，今天买点啥

2021-11-04

$Xiaomi - Dec 2021(MIU2112)$ [惊吓] [惊吓] [惊吓] [惊吓] [惊吓]

2021-11-01

[强] [强] [强] [强]

Toplines Before US Market Open on Monday

2021-10-31

[微笑] [微笑] [微笑] [微笑]

Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming

2021-10-30

$Starbucks(SBUX)$[得意] [得意] [得意] [得意]

2021-10-29

$Xiaomi 5xShortSG220705(DCCW.SI)$[微笑] [微笑] [微笑] [微笑]

2021-10-28

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@YOLO道:$黑莓(BB)$由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。

2021-10-27

[微笑] [微笑] [微笑] [微笑]

@读懂港美股:A股和港股的分红到底有什么不同？看它就够了！

2021-10-25

$Starbucks(SBUX)$[微笑] [微笑] [微笑]

2021-10-24

$Zepp Health Corporation(ZEPP)$[微笑] [微笑] [微笑] [微笑]

2021-10-23

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@雷递:沃尔沃拟欧洲上市：估值超200亿美元吉利将获巨额回报

2021-10-20

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@美股研习社:缺芯之下，全球第三大晶圆代工厂格罗方德IPO闪亮登场

2021-10-14

$Starbucks(SBUX)$[微笑] [微笑]

2021-10-14

$Starbucks(SBUX)$[财迷]

2021-10-11

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In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!My other favourite come-back kid is <a href=\"https://laohu8.com/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>. Good earnings report and company share buyback, double booster jabs,&nbsp;have resumed the up-trend of its share price,&nbsp;after the fall caused by reduced PCR tests. More to come.A couple of counters that have good potential in coming week(s):A) <a href=\"https://laohu8.com/S/MZH.SI\">$Nanofilm</a>","listText":"It’s been an exciting week, isn’t it?The star of the week is no doubt&nbsp;<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>...a hugerise after 3Q earnings report, raising 4Q revenue target and&nbsp;pointing to a&nbsp;promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!My other favourite come-back kid is <a href=\"https://laohu8.com/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>. Good earnings report and company share buyback, double booster jabs,&nbsp;have resumed the up-trend of its share price,&nbsp;after the fall caused by reduced PCR tests. More to come.A couple of counters that have good potential in coming week(s):A) <a href=\"https://laohu8.com/S/MZH.SI\">$Nanofilm</a>","text":"It’s been an exciting week, isn’t it?The star of the week is no doubt $AEM HOLDINGS LTD(AWX.SI)$...a hugerise after 3Q earnings report, raising 4Q revenue target and pointing to a promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!My other favourite come-back kid is $Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$. Good earnings report and company share buyback, double booster jabs, have resumed the up-trend of its share price, after the fall caused by reduced PCR tests. More to come.A couple of counters that have good potential in coming week(s):A) $Nanofilm","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879433497","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870968755,"gmtCreate":1636580776593,"gmtModify":1636580776593,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870968755","repostId":"847618870","repostType":1,"repost":{"id":847618870,"gmtCreate":1636512561286,"gmtModify":1636513809202,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🚀【11月10日】三大指数集体收跌，特斯拉闪崩，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月10日，恒生指数开盘下跌25.69点，跌幅0.1%，报24787.44点；国企指数开盘下跌3.07点，跌幅0.03%，报8802.95点；红筹指数开盘上涨8.83点，涨幅0.24%，报3747.12点。 恒生科技指数跌0.21%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，将于今日公布业绩；<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌近1%； 港股汽车股普遍低开，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌5.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌5.1%，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(0233</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月10日，恒生指数开盘下跌25.69点，跌幅0.1%，报24787.44点；国企指数开盘下跌3.07点，跌幅0.03%，报8802.95点；红筹指数开盘上涨8.83点，涨幅0.24%，报3747.12点。 恒生科技指数跌0.21%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，将于今日公布业绩；<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌近1%； 港股汽车股普遍低开，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌5.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌5.1%，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(0233</a>","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月10日，恒生指数开盘下跌25.69点，跌幅0.1%，报24787.44点；国企指数开盘下跌3.07点，跌幅0.03%，报8802.95点；红筹指数开盘上涨8.83点，涨幅0.24%，报3747.12点。 恒生科技指数跌0.21%，大型科技股涨跌不一，$腾讯控股(00700)$ 涨超1%，将于今日公布业绩；$阿里巴巴-SW(09988)$ 、$京东集团-SW(09618)$ 小幅高开，$网易-S(09999)$ 跌1.2%，$快手-W(01024)$ 跌近1%； 港股汽车股普遍低开，$理想汽车-W(02015)$ 跌5.7%，$小鹏汽车-W(09868)$ 跌5.1%，$长城汽车(0233","images":[{"img":"https://static.tigerbbs.com/6b3ecab19c8b50a5dc2ffb1a138806bf","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847618870","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848113977,"gmtCreate":1635982821822,"gmtModify":1635982821822,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/MIU2112\">$Xiaomi - Dec 2021(MIU2112)$ &nbsp;</a>[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/MIU2112\">$Xiaomi - Dec 2021(MIU2112)$ &nbsp;</a>[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;[惊吓]&nbsp;","text":"$Xiaomi - Dec 2021(MIU2112)$ [惊吓] [惊吓] [惊吓] [惊吓] [惊吓]","images":[{"img":"https://static.tigerbbs.com/36fa139e48cb18ba19e5daf2b121f8a1","width":"1080","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848113977","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849495931,"gmtCreate":1635772060175,"gmtModify":1635772060175,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849495931","repostId":"1121087038","repostType":4,"repost":{"id":"1121087038","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":1635768252,"share":"https://www.laohu8.com/m/news/1121087038?lang=&edition=full","pubTime":"2021-11-01 20:04","market":"us","language":"en","title":"Toplines Before US Market Open on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1121087038","media":"Tiger Newspress","summary":"U.S. stock index futures hit record highs on Monday, led by gains in Tesla and economy-sensitive sto","content":"<p>U.S. stock index futures hit record highs on Monday, led by gains in Tesla and economy-sensitive stocks at the start of a week packed with economic data as well as the Federal Reserve’s potential move to slow down bond purchases.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 154 points, or 0.43%, S&amp;P 500 e-minis were up 18.5 points, or 0.4%, and Nasdaq 100 e-minis were up 59 points, or 0.37%.</p>\n<p><img src=\"https://static.tigerbbs.com/5be444df098266771984b5e50296af07\" tg-width=\"1080\" tg-height=\"386\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla Inc rose 3.4% in premarket trading, pointing to a record open after it notched a trillion dollars in market capitalization last week.</p>\n<p>Other mega-cap technology stocks Google-owner Alphabet Inc , Meta Platforms, formerly Facebook Inc, Microsoft Corp, Amazon.com and Apple Inc traded mixed.</p>\n<p>Focus is now on the Fed’s policy meeting on Nov. 2-3, where the central bank is expected to announce the tapering of its $120 billion monthly bond buying program by $15 billion.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>NIO(NIO)&nbsp;</b>–&nbsp;NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned&nbsp;to dived nearly 3%&nbsp;after rising 4%&nbsp;in premarket trading.</p>\n<p><b>Xpeng(XPEV)</b> – Xpeng shares jumped 4% in premarket trading after the Chinese electric vehicle maker said&nbsp;it delivered 10,138 cars in October, an increase of 233% over a year ago.</p>\n<p><b>Li Auto(LI)&nbsp;–</b>&nbsp;Li Auto delivered 7,649 Li ONEs in October, increasing 107.2% YoY.The stock fell more than 1% in premarket trading.</p>\n<p><b>Lucid Group(</b><b>LCID</b><b>)</b>&nbsp;<b>–</b>&nbsp;Lucid stock surged more&nbsp;than&nbsp;8% in premarket trading&nbsp;on automaker's first deliveries.Lucid Motors has&nbsp;held an event on October 30 called Dream Delivery where the first reservation-holding customers can pick up their&nbsp;Lucid Air Dream Edition&nbsp;EVs,which is the longest range electric car ever produced.</p>\n<p><b>AMC Entertainment(AMC)</b> – The movie theater operator’s stock rallied 2.1% in premarket action after AMC said its theater admissions revenue in October was the&nbsp;highest in any month since February 2020.</p>\n<p><b>Novavax(NVAX)</b>&nbsp;–&nbsp;Novavax,&nbsp;Inc.&nbsp;today announced the completion of its rolling submission to Health Canada for authorization of its COVID-19 vaccine candidate, the first filing of a protein-based COVID-19 vaccine inCanada. In addition, the company has completed the submission of all data and modules to the European Medicines Agency (EMA) to support the final regulatory review of its dossier.The&nbsp;stock surged 11.7% in premarket trading.</p>\n<p><b>Moderna(MRNA) </b>– Moderna said the Food and Drug Administration&nbsp;had delayed a decision&nbsp;on the use of its Covid-19 vaccine in adolescents aged 12 to 17, while the agency studies whether the shot increases the chance of myocarditis — an inflammation of the heart muscle. The drugmaker said a final decision from the FDA would likely not come until January. The stock lost 2.5% in the premarket.</p>\n<p><b>Spotify(SPOT)</b> – The music streaming service’s stock rose 2% in premarket trading after it was named a “top pick” at Morgan Stanley, on the prospects for accelerating growth in its Premium service and expanding profit margins.</p>\n<p><b>Crowdstrike(CRWD) </b>– The cloud computing company’s stock fell 2.3% in the premarket after it was downgraded to “neutral” from “buy” at BTIG. The firm points to increasing competition as well as the prospects for slowing growth.</p>\n<p><b>GameStop(GME)</b> – GameStop Chief Operating Officer Jenna Owens is leaving the videogame retailer after just seven months. GameStop did not give a reason for the departure of Owens, who had been a top executive at Amazon and Google before joining GameStop.</p>\n<p><b>Roblox(RBLX)</b> – Roblox is back online after the online gaming site suffered an outage that lasted from Thursday night through Sunday afternoon. The company did not give a specific cause of the outage but told The Wall Street Journal that there was no evidence of an external intrusion. Roblox shares rose 1% in premarket action.</p>\n<p><b>Trivago(TRVG)</b> – The travel services company saw its stock jump 4.2% in the premarket after it reported an unexpected profit and better-than-expected revenue for its latest quarter. Trivago cited improving travel trends as pandemic restrictions ease and vaccinations increase.</p>\n<p><b>Barclays(BCS) </b>– Barclays CEO Jes Staley&nbsp;will step down&nbsp;following an investigation into his relationship with disgraced financier Jeffrey Epstein by British regulators. Staley plans to contest the investigation’s findings, and has said in the past that he regrets any association with Epstein. Barclays fell 1.3% in premarket trading.</p>\n<p><b>Deere(DE)</b> – Deere&nbsp;reached a tentative contract agreement&nbsp;with striking workers, with a vote on the six-year pact set for Tuesday. The deal will give workers higher raises and bonuses and would end Deere’s first strike in 35 years. Deere shares gained 1.8% in premarket trading.</p>\n<p><b>Harley-Davidson(HOG)</b> – The motorcycle maker’s shares soared 7% in the premarket after the U.S. and the European Union&nbsp;ended a dispute involving steel and aluminum tariffs. Harley could have paid European tariffs of 56% if the dispute had not been resolved.</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>Toplines Before US Market Open on Monday</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\">\nToplines Before US Market Open on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-01 20:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock index futures hit record highs on Monday, led by gains in Tesla and economy-sensitive stocks at the start of a week packed with economic data as well as the Federal Reserve’s potential move to slow down bond purchases.</p>\n<p>At 8:00 a.m. ET, Dow e-minis were up 154 points, or 0.43%, S&amp;P 500 e-minis were up 18.5 points, or 0.4%, and Nasdaq 100 e-minis were up 59 points, or 0.37%.</p>\n<p><img src=\"https://static.tigerbbs.com/5be444df098266771984b5e50296af07\" tg-width=\"1080\" tg-height=\"386\" referrerpolicy=\"no-referrer\"></p>\n<p>Tesla Inc rose 3.4% in premarket trading, pointing to a record open after it notched a trillion dollars in market capitalization last week.</p>\n<p>Other mega-cap technology stocks Google-owner Alphabet Inc , Meta Platforms, formerly Facebook Inc, Microsoft Corp, Amazon.com and Apple Inc traded mixed.</p>\n<p>Focus is now on the Fed’s policy meeting on Nov. 2-3, where the central bank is expected to announce the tapering of its $120 billion monthly bond buying program by $15 billion.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>NIO(NIO)&nbsp;</b>–&nbsp;NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned&nbsp;to dived nearly 3%&nbsp;after rising 4%&nbsp;in premarket trading.</p>\n<p><b>Xpeng(XPEV)</b> – Xpeng shares jumped 4% in premarket trading after the Chinese electric vehicle maker said&nbsp;it delivered 10,138 cars in October, an increase of 233% over a year ago.</p>\n<p><b>Li Auto(LI)&nbsp;–</b>&nbsp;Li Auto delivered 7,649 Li ONEs in October, increasing 107.2% YoY.The stock fell more than 1% in premarket trading.</p>\n<p><b>Lucid Group(</b><b>LCID</b><b>)</b>&nbsp;<b>–</b>&nbsp;Lucid stock surged more&nbsp;than&nbsp;8% in premarket trading&nbsp;on automaker's first deliveries.Lucid Motors has&nbsp;held an event on October 30 called Dream Delivery where the first reservation-holding customers can pick up their&nbsp;Lucid Air Dream Edition&nbsp;EVs,which is the longest range electric car ever produced.</p>\n<p><b>AMC Entertainment(AMC)</b> – The movie theater operator’s stock rallied 2.1% in premarket action after AMC said its theater admissions revenue in October was the&nbsp;highest in any month since February 2020.</p>\n<p><b>Novavax(NVAX)</b>&nbsp;–&nbsp;Novavax,&nbsp;Inc.&nbsp;today announced the completion of its rolling submission to Health Canada for authorization of its COVID-19 vaccine candidate, the first filing of a protein-based COVID-19 vaccine inCanada. In addition, the company has completed the submission of all data and modules to the European Medicines Agency (EMA) to support the final regulatory review of its dossier.The&nbsp;stock surged 11.7% in premarket trading.</p>\n<p><b>Moderna(MRNA) </b>– Moderna said the Food and Drug Administration&nbsp;had delayed a decision&nbsp;on the use of its Covid-19 vaccine in adolescents aged 12 to 17, while the agency studies whether the shot increases the chance of myocarditis — an inflammation of the heart muscle. The drugmaker said a final decision from the FDA would likely not come until January. The stock lost 2.5% in the premarket.</p>\n<p><b>Spotify(SPOT)</b> – The music streaming service’s stock rose 2% in premarket trading after it was named a “top pick” at Morgan Stanley, on the prospects for accelerating growth in its Premium service and expanding profit margins.</p>\n<p><b>Crowdstrike(CRWD) </b>– The cloud computing company’s stock fell 2.3% in the premarket after it was downgraded to “neutral” from “buy” at BTIG. The firm points to increasing competition as well as the prospects for slowing growth.</p>\n<p><b>GameStop(GME)</b> – GameStop Chief Operating Officer Jenna Owens is leaving the videogame retailer after just seven months. GameStop did not give a reason for the departure of Owens, who had been a top executive at Amazon and Google before joining GameStop.</p>\n<p><b>Roblox(RBLX)</b> – Roblox is back online after the online gaming site suffered an outage that lasted from Thursday night through Sunday afternoon. The company did not give a specific cause of the outage but told The Wall Street Journal that there was no evidence of an external intrusion. Roblox shares rose 1% in premarket action.</p>\n<p><b>Trivago(TRVG)</b> – The travel services company saw its stock jump 4.2% in the premarket after it reported an unexpected profit and better-than-expected revenue for its latest quarter. Trivago cited improving travel trends as pandemic restrictions ease and vaccinations increase.</p>\n<p><b>Barclays(BCS) </b>– Barclays CEO Jes Staley&nbsp;will step down&nbsp;following an investigation into his relationship with disgraced financier Jeffrey Epstein by British regulators. Staley plans to contest the investigation’s findings, and has said in the past that he regrets any association with Epstein. Barclays fell 1.3% in premarket trading.</p>\n<p><b>Deere(DE)</b> – Deere&nbsp;reached a tentative contract agreement&nbsp;with striking workers, with a vote on the six-year pact set for Tuesday. The deal will give workers higher raises and bonuses and would end Deere’s first strike in 35 years. Deere shares gained 1.8% in premarket trading.</p>\n<p><b>Harley-Davidson(HOG)</b> – The motorcycle maker’s shares soared 7% in the premarket after the U.S. and the European Union&nbsp;ended a dispute involving steel and aluminum tariffs. Harley could have paid European tariffs of 56% if the dispute had not been resolved.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","GME":"游戏驿站","MRNA":"Moderna, Inc.",".SPX":"S&P 500 Index","BCS":"巴克莱银行","RBLX":"Roblox Corporation","CRWD":"CrowdStrike Holdings, Inc.","SPOT":"Spotify Technology S.A.","TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来","AMC":"AMC院线","DE":"迪尔股份有限公司","HOG":"哈雷戴维森","LI":"理想汽车","TRVG":"Trivago","NVAX":"诺瓦瓦克斯医药","LCID":"Lucid Group Inc",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121087038","content_text":"U.S. stock index futures hit record highs on Monday, led by gains in Tesla and economy-sensitive stocks at the start of a week packed with economic data as well as the Federal Reserve’s potential move to slow down bond purchases.\nAt 8:00 a.m. ET, Dow e-minis were up 154 points, or 0.43%, S&P 500 e-minis were up 18.5 points, or 0.4%, and Nasdaq 100 e-minis were up 59 points, or 0.37%.\n\nTesla Inc rose 3.4% in premarket trading, pointing to a record open after it notched a trillion dollars in market capitalization last week.\nOther mega-cap technology stocks Google-owner Alphabet Inc , Meta Platforms, formerly Facebook Inc, Microsoft Corp, Amazon.com and Apple Inc traded mixed.\nFocus is now on the Fed’s policy meeting on Nov. 2-3, where the central bank is expected to announce the tapering of its $120 billion monthly bond buying program by $15 billion.\nStocks making the biggest moves in the premarket:\nNIO(NIO) – NIO delivered 3,667 vehicles in October, decreasing by 27.5% YoY.The stock turned to dived nearly 3% after rising 4% in premarket trading.\nXpeng(XPEV) – Xpeng shares jumped 4% in premarket trading after the Chinese electric vehicle maker said it delivered 10,138 cars in October, an increase of 233% over a year ago.\nLi Auto(LI) – Li Auto delivered 7,649 Li ONEs in October, increasing 107.2% YoY.The stock fell more than 1% in premarket trading.\nLucid Group(LCID) – Lucid stock surged more than 8% in premarket trading on automaker's first deliveries.Lucid Motors has held an event on October 30 called Dream Delivery where the first reservation-holding customers can pick up their Lucid Air Dream Edition EVs,which is the longest range electric car ever produced.\nAMC Entertainment(AMC) – The movie theater operator’s stock rallied 2.1% in premarket action after AMC said its theater admissions revenue in October was the highest in any month since February 2020.\nNovavax(NVAX) – Novavax, Inc. today announced the completion of its rolling submission to Health Canada for authorization of its COVID-19 vaccine candidate, the first filing of a protein-based COVID-19 vaccine inCanada. In addition, the company has completed the submission of all data and modules to the European Medicines Agency (EMA) to support the final regulatory review of its dossier.The stock surged 11.7% in premarket trading.\nModerna(MRNA) – Moderna said the Food and Drug Administration had delayed a decision on the use of its Covid-19 vaccine in adolescents aged 12 to 17, while the agency studies whether the shot increases the chance of myocarditis — an inflammation of the heart muscle. The drugmaker said a final decision from the FDA would likely not come until January. The stock lost 2.5% in the premarket.\nSpotify(SPOT) – The music streaming service’s stock rose 2% in premarket trading after it was named a “top pick” at Morgan Stanley, on the prospects for accelerating growth in its Premium service and expanding profit margins.\nCrowdstrike(CRWD) – The cloud computing company’s stock fell 2.3% in the premarket after it was downgraded to “neutral” from “buy” at BTIG. The firm points to increasing competition as well as the prospects for slowing growth.\nGameStop(GME) – GameStop Chief Operating Officer Jenna Owens is leaving the videogame retailer after just seven months. GameStop did not give a reason for the departure of Owens, who had been a top executive at Amazon and Google before joining GameStop.\nRoblox(RBLX) – Roblox is back online after the online gaming site suffered an outage that lasted from Thursday night through Sunday afternoon. The company did not give a specific cause of the outage but told The Wall Street Journal that there was no evidence of an external intrusion. Roblox shares rose 1% in premarket action.\nTrivago(TRVG) – The travel services company saw its stock jump 4.2% in the premarket after it reported an unexpected profit and better-than-expected revenue for its latest quarter. Trivago cited improving travel trends as pandemic restrictions ease and vaccinations increase.\nBarclays(BCS) – Barclays CEO Jes Staley will step down following an investigation into his relationship with disgraced financier Jeffrey Epstein by British regulators. Staley plans to contest the investigation’s findings, and has said in the past that he regrets any association with Epstein. Barclays fell 1.3% in premarket trading.\nDeere(DE) – Deere reached a tentative contract agreement with striking workers, with a vote on the six-year pact set for Tuesday. The deal will give workers higher raises and bonuses and would end Deere’s first strike in 35 years. Deere shares gained 1.8% in premarket trading.\nHarley-Davidson(HOG) – The motorcycle maker’s shares soared 7% in the premarket after the U.S. and the European Union ended a dispute involving steel and aluminum tariffs. Harley could have paid European tariffs of 56% if the dispute had not been resolved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840750995,"gmtCreate":1635692206945,"gmtModify":1635692206945,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840750995","repostId":"1130019043","repostType":4,"repost":{"id":"1130019043","pubTimestamp":1635579123,"share":"https://www.laohu8.com/m/news/1130019043?lang=&edition=full","pubTime":"2021-10-30 15:32","market":"us","language":"en","title":"Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1130019043","media":"24/7 wall street","summary":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors a","content":"<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p>\n<p>One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.</p>\n<p>If any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.</p>\n<p>On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&amp;P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p>\n<p>We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&amp;P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&amp;P 500 to 3,250 by August 30.</p>\n<p>Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p>\n<blockquote>\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&amp;P 500 corrections occur, and we see downside equating to the S&amp;P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n</blockquote>\n<blockquote>\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n</blockquote>\n<blockquote>\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&amp;P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&amp;P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&amp;P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.\n</blockquote>","source":"lsy1620372341666","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>Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming</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\">\nTop Wall Street Strategist Sees a Fast 10% Q4 Correction Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130019043","content_text":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, one of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.\nOne of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.\nIf any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.\nOn March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.\nWe covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&P 500 to 3,250 by August 30.\nOnce again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:\n\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&P 500 corrections occur, and we see downside equating to the S&P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n\n\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n\n\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857503208,"gmtCreate":1635544588338,"gmtModify":1635544588338,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"$Starbucks(SBUX)$[得意] [得意] [得意] [得意]","images":[{"img":"https://static.tigerbbs.com/716cd30075ba517dc120effe962333fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857503208","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854649589,"gmtCreate":1635457646983,"gmtModify":1635457830615,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DCCW.SI\">$Xiaomi 5xShortSG220705(DCCW.SI)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DCCW.SI\">$Xiaomi 5xShortSG220705(DCCW.SI)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$Xiaomi 5xShortSG220705(DCCW.SI)$[微笑] [微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/33f6df2bde465e7c063ecf456c9de5f0","width":"1080","height":"2393"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854649589","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855632734,"gmtCreate":1635371679109,"gmtModify":1635377286609,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855632734","repostId":"811066992","repostType":1,"repost":{"id":811066992,"gmtCreate":1630278892616,"gmtModify":1704957599111,"author":{"id":"3528067440798020","authorId":"3528067440798020","name":"YOLO道","avatar":"https://static.tigerbbs.com/6e9ffc9ce8bdc6bbdf0601cfe562d658","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。","text":"$黑莓(BB)$由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。","images":[{"img":"https://static.tigerbbs.com/4833bd22f5da037e149fdd011ad9c311","width":"1017","height":"675"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811066992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852764107,"gmtCreate":1635304432658,"gmtModify":1635304432658,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852764107","repostId":"853649086","repostType":1,"repost":{"id":853649086,"gmtCreate":1634805527891,"gmtModify":1634807096256,"author":{"id":"3571203350393745","authorId":"3571203350393745","name":"读懂港美股","avatar":"https://static.tigerbbs.com/4fd812dbaabe40f56b43f27c610cc4bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"A股和港股的分红到底有什么不同？看它就够了！","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;在昨天的<a href=\"https://laohu8.com/TW/859425602\" target=\"_blank\">《A股的照妖镜！》</a>中，晓艺给大家简单讲了讲AH溢价，感兴趣的朋友们可以回看一下。在以后的文章里面也会更深入的对AH溢价、套利等进行讲解和分析，大家可以持续关注一下。今天呢，我们就先主要针对做长线的价值投资者往往会关注的一点来写，那就是分红。有人会说：“什么？分红？！分红都是骗人的！分红之后前后资金并没有变化，还得被扣税，有什么意义？”可是分红就真的没有意义吗？或许不能一概而论。首先呢，我们来思考一个问题——为什么要投资？ 因为要获取收益对不对。现金分红就是一个投资股票重要的收益渠道。那么，我们再来思考，拿分红的意义是什么呢？第一个就是可以实实在在把钱放在了口袋里，没有什么比把钱拿在手上更让人安心的了。或许短期来看，分红对资产的变化并没有产生什么影响；但是长期来看，产生复利效应会带来非常可观的收益。所以我说价值投资者往往会关注这一点。第二个就是扫雷。这个怎么讲呢？通过现金分红，不仅可以看到公司到底给股东带来了多少实际收益，还能了解这个公司的财政状况怎么样。举个例子来说，如果同行业里面，大部分公司都在发现金分红，就小部分公司不发，那就说明这一小部分公司或许有一定的财政问题，我们就可以把它们给","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;在昨天的<a href=\"https://laohu8.com/TW/859425602\" target=\"_blank\">《A股的照妖镜！》</a>中，晓艺给大家简单讲了讲AH溢价，感兴趣的朋友们可以回看一下。在以后的文章里面也会更深入的对AH溢价、套利等进行讲解和分析，大家可以持续关注一下。今天呢，我们就先主要针对做长线的价值投资者往往会关注的一点来写，那就是分红。有人会说：“什么？分红？！分红都是骗人的！分红之后前后资金并没有变化，还得被扣税，有什么意义？”可是分红就真的没有意义吗？或许不能一概而论。首先呢，我们来思考一个问题——为什么要投资？ 因为要获取收益对不对。现金分红就是一个投资股票重要的收益渠道。那么，我们再来思考，拿分红的意义是什么呢？第一个就是可以实实在在把钱放在了口袋里，没有什么比把钱拿在手上更让人安心的了。或许短期来看，分红对资产的变化并没有产生什么影响；但是长期来看，产生复利效应会带来非常可观的收益。所以我说价值投资者往往会关注这一点。第二个就是扫雷。这个怎么讲呢？通过现金分红，不仅可以看到公司到底给股东带来了多少实际收益，还能了解这个公司的财政状况怎么样。举个例子来说，如果同行业里面，大部分公司都在发现金分红，就小部分公司不发，那就说明这一小部分公司或许有一定的财政问题，我们就可以把它们给","text":"$贵州茅台(600519)$ $阿里巴巴-SW(09988)$ $腾讯控股(00700)$ 在昨天的《A股的照妖镜！》中，晓艺给大家简单讲了讲AH溢价，感兴趣的朋友们可以回看一下。在以后的文章里面也会更深入的对AH溢价、套利等进行讲解和分析，大家可以持续关注一下。今天呢，我们就先主要针对做长线的价值投资者往往会关注的一点来写，那就是分红。有人会说：“什么？分红？！分红都是骗人的！分红之后前后资金并没有变化，还得被扣税，有什么意义？”可是分红就真的没有意义吗？或许不能一概而论。首先呢，我们来思考一个问题——为什么要投资？ 因为要获取收益对不对。现金分红就是一个投资股票重要的收益渠道。那么，我们再来思考，拿分红的意义是什么呢？第一个就是可以实实在在把钱放在了口袋里，没有什么比把钱拿在手上更让人安心的了。或许短期来看，分红对资产的变化并没有产生什么影响；但是长期来看，产生复利效应会带来非常可观的收益。所以我说价值投资者往往会关注这一点。第二个就是扫雷。这个怎么讲呢？通过现金分红，不仅可以看到公司到底给股东带来了多少实际收益，还能了解这个公司的财政状况怎么样。举个例子来说，如果同行业里面，大部分公司都在发现金分红，就小部分公司不发，那就说明这一小部分公司或许有一定的财政问题，我们就可以把它们给","images":[{"img":"https://static.tigerbbs.com/35f8fccc48ed18602c0e1c403b1333c0","width":"688","height":"499"},{"img":"https://static.tigerbbs.com/86761571a533632475b539a2834028f3","width":"688","height":"654"},{"img":"https://static.tigerbbs.com/0cc3c9dbd34ae5251a6aeaa625051464","width":"688","height":"65"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853649086","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858497187,"gmtCreate":1635112346608,"gmtModify":1635112346723,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$Starbucks(SBUX)$[微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/863eb6cf352f8b9b52a5a35ea0fad203","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858497187","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858884203,"gmtCreate":1635036400811,"gmtModify":1635036400932,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$Zepp Health Corporation(ZEPP)$[微笑] [微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/f04158a05f71d52476784670fe37e0f8","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858884203","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851745040,"gmtCreate":1634948705615,"gmtModify":1634948705750,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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":0,"repostSize":0,"link":"https://laohu8.com/post/851745040","repostId":"859442824","repostType":1,"repost":{"id":859442824,"gmtCreate":1634727529775,"gmtModify":1634946920041,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"沃尔沃拟欧洲上市：估值超200亿美元 吉利将获巨额回报","htmlText":"雷递网 雷建平 10月20日报道沃尔沃汽车日前递交招股书，准备在纳斯达克斯德哥尔摩交易所IPO，筹资250亿瑞典克朗（约184亿元或29亿美元）。沃尔沃的发行区间为53至68瑞典克朗，可能对沃尔沃的估值达到230亿美元，这距离吉利以18亿美元从福特汽车手上买下沃尔沃已经过去11年时间。沃尔沃预计2021年10月28日在斯德哥尔摩开始交易，此次沃尔沃上市，将成为欧洲自2021年1月以来规模最大的IPO。为吉利海外收购经典之作世界第一辆沃尔沃汽车1927年在瑞典诞生，1999年，福特汽车花64.5亿美元买下沃尔沃轿车，沃尔沃轿车成为福特汽车的全资子公司和小品牌。2000年初，福特汽车日益受累于品牌太多，决定丢车保帅，出售沃尔沃。当时，李书福第一辆汽车才下线4年，但以18亿美元收购沃尔沃100%股份和相关资产，曾在汽车行业轰动一时，甚至被称为是“蛇吞象”。吉利创始人李书福的这次非常成功的豪赌，给吉利带回来了巨额回报。此后，吉利和沃尔沃在瑞典哥德堡建立联合研发中心（CEVT），开启向海外扩张的步伐。吉利还结合沃尔沃的技术底蕴与吉利对市场的感知，推出了领克，这也是吉利进军高端汽车市场的尝试。李书福曾说，“沃尔沃的技术让吉利造车入了门。”市值将低于蔚来小鹏理想如今，沃尔沃取得了稳步发展。财报显示，沃尔沃2020年营收达2628亿瑞典克朗（约2033亿元），营业利润达85亿瑞典克朗（约65.8亿）。沃尔沃2021年上半年营收为1411亿瑞典克朗（约1034.82亿元），较2020年同期上涨26.3%；息税前利润为132.4亿瑞典克朗（约98.78亿元）。随着此次沃尔沃上市，沃尔沃将拥有更多资金，而吉利依然处于控股地位。IPO前，吉利拥有沃尔沃97.8%的股权，及99.8%的投票权；IPO后，吉利拥有沃尔沃78.4%的股权，及96.7%的投票权。为了筹备此次上市，沃尔沃也动作频频。2021","listText":"雷递网 雷建平 10月20日报道沃尔沃汽车日前递交招股书，准备在纳斯达克斯德哥尔摩交易所IPO，筹资250亿瑞典克朗（约184亿元或29亿美元）。沃尔沃的发行区间为53至68瑞典克朗，可能对沃尔沃的估值达到230亿美元，这距离吉利以18亿美元从福特汽车手上买下沃尔沃已经过去11年时间。沃尔沃预计2021年10月28日在斯德哥尔摩开始交易，此次沃尔沃上市，将成为欧洲自2021年1月以来规模最大的IPO。为吉利海外收购经典之作世界第一辆沃尔沃汽车1927年在瑞典诞生，1999年，福特汽车花64.5亿美元买下沃尔沃轿车，沃尔沃轿车成为福特汽车的全资子公司和小品牌。2000年初，福特汽车日益受累于品牌太多，决定丢车保帅，出售沃尔沃。当时，李书福第一辆汽车才下线4年，但以18亿美元收购沃尔沃100%股份和相关资产，曾在汽车行业轰动一时，甚至被称为是“蛇吞象”。吉利创始人李书福的这次非常成功的豪赌，给吉利带回来了巨额回报。此后，吉利和沃尔沃在瑞典哥德堡建立联合研发中心（CEVT），开启向海外扩张的步伐。吉利还结合沃尔沃的技术底蕴与吉利对市场的感知，推出了领克，这也是吉利进军高端汽车市场的尝试。李书福曾说，“沃尔沃的技术让吉利造车入了门。”市值将低于蔚来小鹏理想如今，沃尔沃取得了稳步发展。财报显示，沃尔沃2020年营收达2628亿瑞典克朗（约2033亿元），营业利润达85亿瑞典克朗（约65.8亿）。沃尔沃2021年上半年营收为1411亿瑞典克朗（约1034.82亿元），较2020年同期上涨26.3%；息税前利润为132.4亿瑞典克朗（约98.78亿元）。随着此次沃尔沃上市，沃尔沃将拥有更多资金，而吉利依然处于控股地位。IPO前，吉利拥有沃尔沃97.8%的股权，及99.8%的投票权；IPO后，吉利拥有沃尔沃78.4%的股权，及96.7%的投票权。为了筹备此次上市，沃尔沃也动作频频。2021","text":"雷递网 雷建平 10月20日报道沃尔沃汽车日前递交招股书，准备在纳斯达克斯德哥尔摩交易所IPO，筹资250亿瑞典克朗（约184亿元或29亿美元）。沃尔沃的发行区间为53至68瑞典克朗，可能对沃尔沃的估值达到230亿美元，这距离吉利以18亿美元从福特汽车手上买下沃尔沃已经过去11年时间。沃尔沃预计2021年10月28日在斯德哥尔摩开始交易，此次沃尔沃上市，将成为欧洲自2021年1月以来规模最大的IPO。为吉利海外收购经典之作世界第一辆沃尔沃汽车1927年在瑞典诞生，1999年，福特汽车花64.5亿美元买下沃尔沃轿车，沃尔沃轿车成为福特汽车的全资子公司和小品牌。2000年初，福特汽车日益受累于品牌太多，决定丢车保帅，出售沃尔沃。当时，李书福第一辆汽车才下线4年，但以18亿美元收购沃尔沃100%股份和相关资产，曾在汽车行业轰动一时，甚至被称为是“蛇吞象”。吉利创始人李书福的这次非常成功的豪赌，给吉利带回来了巨额回报。此后，吉利和沃尔沃在瑞典哥德堡建立联合研发中心（CEVT），开启向海外扩张的步伐。吉利还结合沃尔沃的技术底蕴与吉利对市场的感知，推出了领克，这也是吉利进军高端汽车市场的尝试。李书福曾说，“沃尔沃的技术让吉利造车入了门。”市值将低于蔚来小鹏理想如今，沃尔沃取得了稳步发展。财报显示，沃尔沃2020年营收达2628亿瑞典克朗（约2033亿元），营业利润达85亿瑞典克朗（约65.8亿）。沃尔沃2021年上半年营收为1411亿瑞典克朗（约1034.82亿元），较2020年同期上涨26.3%；息税前利润为132.4亿瑞典克朗（约98.78亿元）。随着此次沃尔沃上市，沃尔沃将拥有更多资金，而吉利依然处于控股地位。IPO前，吉利拥有沃尔沃97.8%的股权，及99.8%的投票权；IPO后，吉利拥有沃尔沃78.4%的股权，及96.7%的投票权。为了筹备此次上市，沃尔沃也动作频频。2021","images":[{"img":"https://static.tigerbbs.com/8e3bdc79de9678d81b4669029ae235f0"},{"img":"https://static.tigerbbs.com/f478e15a18b3b899fac89a962fbbd31d"},{"img":"https://static.tigerbbs.com/6e8ddd6dc463f3c2a6e7683ad4ea76bd"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859442824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859123567,"gmtCreate":1634680866283,"gmtModify":1634680866369,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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":0,"repostSize":0,"link":"https://laohu8.com/post/859123567","repostId":"850305338","repostType":1,"repost":{"id":850305338,"gmtCreate":1634551122282,"gmtModify":1635424158079,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"缺芯之下，全球第三大晶圆代工厂格罗方德IPO闪亮登场","htmlText":"作者：昨辰 摘要：21H1毛利转正、净利亏损大幅缩窄，GF盈利在望？ 核心看点： 1、从半导体规模化制造能力来看，格罗方德是营收仅次于台积电和三星的全球第三大晶圆代工厂商，20年晶圆出货量超200w片； 2、过度依赖少数客户和单一供应商，公司营收会受客户的需求影响而出现显著变动，对上游单一原材料供应商的依赖程度高，议价能力相对较弱； 3、源于AMD、Chartered半导体和 IBM的根基，GF拥有强大的研发创新能力，且已与相关半导体设备公司签订了 20 多项长期供应协议，内含终身收入承诺总额超195亿美元； 4、宏观环境风险与供应安全日益重要，作为全球唯一一家不在中国大陆或台湾设厂而着眼全球布局的晶圆代工厂，GF有助于帮助客户缓解宏观环境风险； 5、得益于GF战略重点转移至差异化技术的发展，GF产品的ASP远高于联电与中芯国际； 6、中国对半导体制造产能扩张的大力支持，再加上中国国产化替代所带来的进口需求减弱等诸多因素，将大大增加GF在全球面临的竞争，限制GF等其他全球供应商在中国的市场份额，可能导致GF晶圆厂利用率不足或ASP大幅下降； 7、受业务剥离影响，近三年营收呈下降趋势，21H1营收同比转增，全年有望扭转营收下滑之势，而由于聚焦发展差异化技术，公司利润率有所改善：21H1毛利率转正，净利亏损大幅缩窄； 8、半导体市场空间广阔且增速惊人，预计在未来8-10年内，半导体行业的总收入将翻一番； 9、尽管与台积电在工艺制程和产能规模方面相差甚远，且尚未摆脱行业盈利难的魔咒，但GF有望通过扩产实现规模的扩张，推动营收扭亏为盈，有关英特尔或其他方有意收购GF的传言也可能推升其估值。 格罗方德（GlobalFoundries，下称“GF/格罗方德/公司/格芯”）是营收仅次于台积电和三星的全球第三大晶圆代工厂商。公司于2009年由AMD与穆巴达拉（Mubadala）联合投资成","listText":"作者：昨辰 摘要：21H1毛利转正、净利亏损大幅缩窄，GF盈利在望？ 核心看点： 1、从半导体规模化制造能力来看，格罗方德是营收仅次于台积电和三星的全球第三大晶圆代工厂商，20年晶圆出货量超200w片； 2、过度依赖少数客户和单一供应商，公司营收会受客户的需求影响而出现显著变动，对上游单一原材料供应商的依赖程度高，议价能力相对较弱； 3、源于AMD、Chartered半导体和 IBM的根基，GF拥有强大的研发创新能力，且已与相关半导体设备公司签订了 20 多项长期供应协议，内含终身收入承诺总额超195亿美元； 4、宏观环境风险与供应安全日益重要，作为全球唯一一家不在中国大陆或台湾设厂而着眼全球布局的晶圆代工厂，GF有助于帮助客户缓解宏观环境风险； 5、得益于GF战略重点转移至差异化技术的发展，GF产品的ASP远高于联电与中芯国际； 6、中国对半导体制造产能扩张的大力支持，再加上中国国产化替代所带来的进口需求减弱等诸多因素，将大大增加GF在全球面临的竞争，限制GF等其他全球供应商在中国的市场份额，可能导致GF晶圆厂利用率不足或ASP大幅下降； 7、受业务剥离影响，近三年营收呈下降趋势，21H1营收同比转增，全年有望扭转营收下滑之势，而由于聚焦发展差异化技术，公司利润率有所改善：21H1毛利率转正，净利亏损大幅缩窄； 8、半导体市场空间广阔且增速惊人，预计在未来8-10年内，半导体行业的总收入将翻一番； 9、尽管与台积电在工艺制程和产能规模方面相差甚远，且尚未摆脱行业盈利难的魔咒，但GF有望通过扩产实现规模的扩张，推动营收扭亏为盈，有关英特尔或其他方有意收购GF的传言也可能推升其估值。 格罗方德（GlobalFoundries，下称“GF/格罗方德/公司/格芯”）是营收仅次于台积电和三星的全球第三大晶圆代工厂商。公司于2009年由AMD与穆巴达拉（Mubadala）联合投资成","text":"作者：昨辰 摘要：21H1毛利转正、净利亏损大幅缩窄，GF盈利在望？ 核心看点： 1、从半导体规模化制造能力来看，格罗方德是营收仅次于台积电和三星的全球第三大晶圆代工厂商，20年晶圆出货量超200w片； 2、过度依赖少数客户和单一供应商，公司营收会受客户的需求影响而出现显著变动，对上游单一原材料供应商的依赖程度高，议价能力相对较弱； 3、源于AMD、Chartered半导体和 IBM的根基，GF拥有强大的研发创新能力，且已与相关半导体设备公司签订了 20 多项长期供应协议，内含终身收入承诺总额超195亿美元； 4、宏观环境风险与供应安全日益重要，作为全球唯一一家不在中国大陆或台湾设厂而着眼全球布局的晶圆代工厂，GF有助于帮助客户缓解宏观环境风险； 5、得益于GF战略重点转移至差异化技术的发展，GF产品的ASP远高于联电与中芯国际； 6、中国对半导体制造产能扩张的大力支持，再加上中国国产化替代所带来的进口需求减弱等诸多因素，将大大增加GF在全球面临的竞争，限制GF等其他全球供应商在中国的市场份额，可能导致GF晶圆厂利用率不足或ASP大幅下降； 7、受业务剥离影响，近三年营收呈下降趋势，21H1营收同比转增，全年有望扭转营收下滑之势，而由于聚焦发展差异化技术，公司利润率有所改善：21H1毛利率转正，净利亏损大幅缩窄； 8、半导体市场空间广阔且增速惊人，预计在未来8-10年内，半导体行业的总收入将翻一番； 9、尽管与台积电在工艺制程和产能规模方面相差甚远，且尚未摆脱行业盈利难的魔咒，但GF有望通过扩产实现规模的扩张，推动营收扭亏为盈，有关英特尔或其他方有意收购GF的传言也可能推升其估值。 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[惊吓]","images":[{"img":"https://static.tigerbbs.com/36fa139e48cb18ba19e5daf2b121f8a1","width":"1080","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848113977","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857503208,"gmtCreate":1635544588338,"gmtModify":1635544588338,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"$Starbucks(SBUX)$[得意] [得意] [得意] [得意]","images":[{"img":"https://static.tigerbbs.com/716cd30075ba517dc120effe962333fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857503208","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828825144,"gmtCreate":1633903455111,"gmtModify":1633903455111,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"。。。。。。。。。。。。。。。。。。","listText":"。。。。。。。。。。。。。。。。。。","text":"。。。。。。。。。。。。。。。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828825144","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877968666,"gmtCreate":1637878783845,"gmtModify":1637878783845,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"........","listText":"........","text":"........","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877968666","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873889546,"gmtCreate":1636926720726,"gmtModify":1636926720726,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873889546","repostId":"879433497","repostType":1,"repost":{"id":879433497,"gmtCreate":1636761519832,"gmtModify":1636846148835,"author":{"id":"3563873670221480","authorId":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"My SGX stock watchlist","htmlText":"It’s been an exciting week, isn’t it?The star of the week is no doubt&nbsp;<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>...a hugerise after 3Q earnings report, raising 4Q revenue target and&nbsp;pointing to a&nbsp;promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!My other favourite come-back kid is <a href=\"https://laohu8.com/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>. Good earnings report and company share buyback, double booster jabs,&nbsp;have resumed the up-trend of its share price,&nbsp;after the fall caused by reduced PCR tests. More to come.A couple of counters that have good potential in coming week(s):A) <a href=\"https://laohu8.com/S/MZH.SI\">$Nanofilm</a>","listText":"It’s been an exciting week, isn’t it?The star of the week is no doubt&nbsp;<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>...a hugerise after 3Q earnings report, raising 4Q revenue target and&nbsp;pointing to a&nbsp;promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!My other favourite come-back kid is <a href=\"https://laohu8.com/S/QC7.SI\">$Q &amp; M DENTAL GROUP (S) LIMITED(QC7.SI)$</a>. Good earnings report and company share buyback, double booster jabs,&nbsp;have resumed the up-trend of its share price,&nbsp;after the fall caused by reduced PCR tests. More to come.A couple of counters that have good potential in coming week(s):A) <a href=\"https://laohu8.com/S/MZH.SI\">$Nanofilm</a>","text":"It’s been an exciting week, isn’t it?The star of the week is no doubt $AEM HOLDINGS LTD(AWX.SI)$...a hugerise after 3Q earnings report, raising 4Q revenue target and pointing to a promising 2022 and beyond. In a bigger picture, semicon related counters in US and here all had a good run-up. More to come for AEM, certainly!My other favourite come-back kid is $Q & M DENTAL GROUP (S) LIMITED(QC7.SI)$. Good earnings report and company share buyback, double booster jabs, have resumed the up-trend of its share price, after the fall caused by reduced PCR tests. More to come.A couple of counters that have good potential in coming week(s):A) $Nanofilm","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879433497","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870968755,"gmtCreate":1636580776593,"gmtModify":1636580776593,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870968755","repostId":"847618870","repostType":1,"repost":{"id":847618870,"gmtCreate":1636512561286,"gmtModify":1636513809202,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"🚀【11月10日】三大指数集体收跌，特斯拉闪崩，今天买点啥","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月10日，恒生指数开盘下跌25.69点，跌幅0.1%，报24787.44点；国企指数开盘下跌3.07点，跌幅0.03%，报8802.95点；红筹指数开盘上涨8.83点，涨幅0.24%，报3747.12点。 恒生科技指数跌0.21%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，将于今日公布业绩；<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌近1%； 港股汽车股普遍低开，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌5.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌5.1%，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(0233</a>","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月10日，恒生指数开盘下跌25.69点，跌幅0.1%，报24787.44点；国企指数开盘下跌3.07点，跌幅0.03%，报8802.95点；红筹指数开盘上涨8.83点，涨幅0.24%，报3747.12点。 恒生科技指数跌0.21%，大型科技股涨跌不一，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨超1%，将于今日公布业绩；<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开，<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 跌1.2%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌近1%； 港股汽车股普遍低开，<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌5.7%，<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌5.1%，<a target=\"_blank\" href=\"https://laohu8.com/S/02333\">$长城汽车(0233</a>","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 11月10日，恒生指数开盘下跌25.69点，跌幅0.1%，报24787.44点；国企指数开盘下跌3.07点，跌幅0.03%，报8802.95点；红筹指数开盘上涨8.83点，涨幅0.24%，报3747.12点。 恒生科技指数跌0.21%，大型科技股涨跌不一，$腾讯控股(00700)$ 涨超1%，将于今日公布业绩；$阿里巴巴-SW(09988)$ 、$京东集团-SW(09618)$ 小幅高开，$网易-S(09999)$ 跌1.2%，$快手-W(01024)$ 跌近1%； 港股汽车股普遍低开，$理想汽车-W(02015)$ 跌5.7%，$小鹏汽车-W(09868)$ 跌5.1%，$长城汽车(0233","images":[{"img":"https://static.tigerbbs.com/6b3ecab19c8b50a5dc2ffb1a138806bf","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847618870","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849495931,"gmtCreate":1635772060175,"gmtModify":1635772060175,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849495931","repostId":"1121087038","repostType":4,"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840750995,"gmtCreate":1635692206945,"gmtModify":1635692206945,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840750995","repostId":"1130019043","repostType":4,"repost":{"id":"1130019043","pubTimestamp":1635579123,"share":"https://www.laohu8.com/m/news/1130019043?lang=&edition=full","pubTime":"2021-10-30 15:32","market":"us","language":"en","title":"Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming","url":"https://stock-news.laohu8.com/highlight/detail?id=1130019043","media":"24/7 wall street","summary":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors a","content":"<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p>\n<p>One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.</p>\n<p>If any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.</p>\n<p>On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&amp;P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p>\n<p>We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&amp;P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&amp;P 500 to 3,250 by August 30.</p>\n<p>Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p>\n<blockquote>\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&amp;P 500 corrections occur, and we see downside equating to the S&amp;P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n</blockquote>\n<blockquote>\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n</blockquote>\n<blockquote>\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&amp;P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&amp;P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&amp;P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.\n</blockquote>","source":"lsy1620372341666","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>Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming</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\">\nTop Wall Street Strategist Sees a Fast 10% Q4 Correction Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130019043","content_text":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, one of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.\nOne of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.\nIf any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.\nOn March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.\nWe covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&P 500 to 3,250 by August 30.\nOnce again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:\n\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&P 500 corrections occur, and we see downside equating to the S&P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n\n\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n\n\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854649589,"gmtCreate":1635457646983,"gmtModify":1635457830615,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DCCW.SI\">$Xiaomi 5xShortSG220705(DCCW.SI)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DCCW.SI\">$Xiaomi 5xShortSG220705(DCCW.SI)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$Xiaomi 5xShortSG220705(DCCW.SI)$[微笑] [微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/33f6df2bde465e7c063ecf456c9de5f0","width":"1080","height":"2393"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854649589","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855632734,"gmtCreate":1635371679109,"gmtModify":1635377286609,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855632734","repostId":"811066992","repostType":1,"repost":{"id":811066992,"gmtCreate":1630278892616,"gmtModify":1704957599111,"author":{"id":"3528067440798020","authorId":"3528067440798020","name":"YOLO道","avatar":"https://static.tigerbbs.com/6e9ffc9ce8bdc6bbdf0601cfe562d658","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。","text":"$黑莓(BB)$由于WSB股票卷土重来，黑莓又开始有一些小动作了。那么这种势头会持续下去，还是说只是昙花一现？从好的方面看，黑莓目前回到了所有主要移动平均线之上。只要情况不变，就很难看跌。如果股价进入12美元至12.15美元区域，那么突破到15美元的可能性更大。如果黑莓跌破200天移动平均线，那么下一个目标将是9.30美元至9.50美元区域。","images":[{"img":"https://static.tigerbbs.com/4833bd22f5da037e149fdd011ad9c311","width":"1017","height":"675"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811066992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852764107,"gmtCreate":1635304432658,"gmtModify":1635304432658,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852764107","repostId":"853649086","repostType":1,"repost":{"id":853649086,"gmtCreate":1634805527891,"gmtModify":1634807096256,"author":{"id":"3571203350393745","authorId":"3571203350393745","name":"读懂港美股","avatar":"https://static.tigerbbs.com/4fd812dbaabe40f56b43f27c610cc4bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"A股和港股的分红到底有什么不同？看它就够了！","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;在昨天的<a href=\"https://laohu8.com/TW/859425602\" target=\"_blank\">《A股的照妖镜！》</a>中，晓艺给大家简单讲了讲AH溢价，感兴趣的朋友们可以回看一下。在以后的文章里面也会更深入的对AH溢价、套利等进行讲解和分析，大家可以持续关注一下。今天呢，我们就先主要针对做长线的价值投资者往往会关注的一点来写，那就是分红。有人会说：“什么？分红？！分红都是骗人的！分红之后前后资金并没有变化，还得被扣税，有什么意义？”可是分红就真的没有意义吗？或许不能一概而论。首先呢，我们来思考一个问题——为什么要投资？ 因为要获取收益对不对。现金分红就是一个投资股票重要的收益渠道。那么，我们再来思考，拿分红的意义是什么呢？第一个就是可以实实在在把钱放在了口袋里，没有什么比把钱拿在手上更让人安心的了。或许短期来看，分红对资产的变化并没有产生什么影响；但是长期来看，产生复利效应会带来非常可观的收益。所以我说价值投资者往往会关注这一点。第二个就是扫雷。这个怎么讲呢？通过现金分红，不仅可以看到公司到底给股东带来了多少实际收益，还能了解这个公司的财政状况怎么样。举个例子来说，如果同行业里面，大部分公司都在发现金分红，就小部分公司不发，那就说明这一小部分公司或许有一定的财政问题，我们就可以把它们给","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;在昨天的<a href=\"https://laohu8.com/TW/859425602\" target=\"_blank\">《A股的照妖镜！》</a>中，晓艺给大家简单讲了讲AH溢价，感兴趣的朋友们可以回看一下。在以后的文章里面也会更深入的对AH溢价、套利等进行讲解和分析，大家可以持续关注一下。今天呢，我们就先主要针对做长线的价值投资者往往会关注的一点来写，那就是分红。有人会说：“什么？分红？！分红都是骗人的！分红之后前后资金并没有变化，还得被扣税，有什么意义？”可是分红就真的没有意义吗？或许不能一概而论。首先呢，我们来思考一个问题——为什么要投资？ 因为要获取收益对不对。现金分红就是一个投资股票重要的收益渠道。那么，我们再来思考，拿分红的意义是什么呢？第一个就是可以实实在在把钱放在了口袋里，没有什么比把钱拿在手上更让人安心的了。或许短期来看，分红对资产的变化并没有产生什么影响；但是长期来看，产生复利效应会带来非常可观的收益。所以我说价值投资者往往会关注这一点。第二个就是扫雷。这个怎么讲呢？通过现金分红，不仅可以看到公司到底给股东带来了多少实际收益，还能了解这个公司的财政状况怎么样。举个例子来说，如果同行业里面，大部分公司都在发现金分红，就小部分公司不发，那就说明这一小部分公司或许有一定的财政问题，我们就可以把它们给","text":"$贵州茅台(600519)$ $阿里巴巴-SW(09988)$ $腾讯控股(00700)$ 在昨天的《A股的照妖镜！》中，晓艺给大家简单讲了讲AH溢价，感兴趣的朋友们可以回看一下。在以后的文章里面也会更深入的对AH溢价、套利等进行讲解和分析，大家可以持续关注一下。今天呢，我们就先主要针对做长线的价值投资者往往会关注的一点来写，那就是分红。有人会说：“什么？分红？！分红都是骗人的！分红之后前后资金并没有变化，还得被扣税，有什么意义？”可是分红就真的没有意义吗？或许不能一概而论。首先呢，我们来思考一个问题——为什么要投资？ 因为要获取收益对不对。现金分红就是一个投资股票重要的收益渠道。那么，我们再来思考，拿分红的意义是什么呢？第一个就是可以实实在在把钱放在了口袋里，没有什么比把钱拿在手上更让人安心的了。或许短期来看，分红对资产的变化并没有产生什么影响；但是长期来看，产生复利效应会带来非常可观的收益。所以我说价值投资者往往会关注这一点。第二个就是扫雷。这个怎么讲呢？通过现金分红，不仅可以看到公司到底给股东带来了多少实际收益，还能了解这个公司的财政状况怎么样。举个例子来说，如果同行业里面，大部分公司都在发现金分红，就小部分公司不发，那就说明这一小部分公司或许有一定的财政问题，我们就可以把它们给","images":[{"img":"https://static.tigerbbs.com/35f8fccc48ed18602c0e1c403b1333c0","width":"688","height":"499"},{"img":"https://static.tigerbbs.com/86761571a533632475b539a2834028f3","width":"688","height":"654"},{"img":"https://static.tigerbbs.com/0cc3c9dbd34ae5251a6aeaa625051464","width":"688","height":"65"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853649086","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858497187,"gmtCreate":1635112346608,"gmtModify":1635112346723,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$Starbucks(SBUX)$[微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/863eb6cf352f8b9b52a5a35ea0fad203","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858497187","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858884203,"gmtCreate":1635036400811,"gmtModify":1635036400932,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$Zepp Health Corporation(ZEPP)$</a>[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"$Zepp Health Corporation(ZEPP)$[微笑] [微笑] [微笑] [微笑]","images":[{"img":"https://static.tigerbbs.com/f04158a05f71d52476784670fe37e0f8","width":"1080","height":"2528"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858884203","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":851745040,"gmtCreate":1634948705615,"gmtModify":1634948705750,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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":0,"repostSize":0,"link":"https://laohu8.com/post/851745040","repostId":"859442824","repostType":1,"repost":{"id":859442824,"gmtCreate":1634727529775,"gmtModify":1634946920041,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"沃尔沃拟欧洲上市：估值超200亿美元 吉利将获巨额回报","htmlText":"雷递网 雷建平 10月20日报道沃尔沃汽车日前递交招股书，准备在纳斯达克斯德哥尔摩交易所IPO，筹资250亿瑞典克朗（约184亿元或29亿美元）。沃尔沃的发行区间为53至68瑞典克朗，可能对沃尔沃的估值达到230亿美元，这距离吉利以18亿美元从福特汽车手上买下沃尔沃已经过去11年时间。沃尔沃预计2021年10月28日在斯德哥尔摩开始交易，此次沃尔沃上市，将成为欧洲自2021年1月以来规模最大的IPO。为吉利海外收购经典之作世界第一辆沃尔沃汽车1927年在瑞典诞生，1999年，福特汽车花64.5亿美元买下沃尔沃轿车，沃尔沃轿车成为福特汽车的全资子公司和小品牌。2000年初，福特汽车日益受累于品牌太多，决定丢车保帅，出售沃尔沃。当时，李书福第一辆汽车才下线4年，但以18亿美元收购沃尔沃100%股份和相关资产，曾在汽车行业轰动一时，甚至被称为是“蛇吞象”。吉利创始人李书福的这次非常成功的豪赌，给吉利带回来了巨额回报。此后，吉利和沃尔沃在瑞典哥德堡建立联合研发中心（CEVT），开启向海外扩张的步伐。吉利还结合沃尔沃的技术底蕴与吉利对市场的感知，推出了领克，这也是吉利进军高端汽车市场的尝试。李书福曾说，“沃尔沃的技术让吉利造车入了门。”市值将低于蔚来小鹏理想如今，沃尔沃取得了稳步发展。财报显示，沃尔沃2020年营收达2628亿瑞典克朗（约2033亿元），营业利润达85亿瑞典克朗（约65.8亿）。沃尔沃2021年上半年营收为1411亿瑞典克朗（约1034.82亿元），较2020年同期上涨26.3%；息税前利润为132.4亿瑞典克朗（约98.78亿元）。随着此次沃尔沃上市，沃尔沃将拥有更多资金，而吉利依然处于控股地位。IPO前，吉利拥有沃尔沃97.8%的股权，及99.8%的投票权；IPO后，吉利拥有沃尔沃78.4%的股权，及96.7%的投票权。为了筹备此次上市，沃尔沃也动作频频。2021","listText":"雷递网 雷建平 10月20日报道沃尔沃汽车日前递交招股书，准备在纳斯达克斯德哥尔摩交易所IPO，筹资250亿瑞典克朗（约184亿元或29亿美元）。沃尔沃的发行区间为53至68瑞典克朗，可能对沃尔沃的估值达到230亿美元，这距离吉利以18亿美元从福特汽车手上买下沃尔沃已经过去11年时间。沃尔沃预计2021年10月28日在斯德哥尔摩开始交易，此次沃尔沃上市，将成为欧洲自2021年1月以来规模最大的IPO。为吉利海外收购经典之作世界第一辆沃尔沃汽车1927年在瑞典诞生，1999年，福特汽车花64.5亿美元买下沃尔沃轿车，沃尔沃轿车成为福特汽车的全资子公司和小品牌。2000年初，福特汽车日益受累于品牌太多，决定丢车保帅，出售沃尔沃。当时，李书福第一辆汽车才下线4年，但以18亿美元收购沃尔沃100%股份和相关资产，曾在汽车行业轰动一时，甚至被称为是“蛇吞象”。吉利创始人李书福的这次非常成功的豪赌，给吉利带回来了巨额回报。此后，吉利和沃尔沃在瑞典哥德堡建立联合研发中心（CEVT），开启向海外扩张的步伐。吉利还结合沃尔沃的技术底蕴与吉利对市场的感知，推出了领克，这也是吉利进军高端汽车市场的尝试。李书福曾说，“沃尔沃的技术让吉利造车入了门。”市值将低于蔚来小鹏理想如今，沃尔沃取得了稳步发展。财报显示，沃尔沃2020年营收达2628亿瑞典克朗（约2033亿元），营业利润达85亿瑞典克朗（约65.8亿）。沃尔沃2021年上半年营收为1411亿瑞典克朗（约1034.82亿元），较2020年同期上涨26.3%；息税前利润为132.4亿瑞典克朗（约98.78亿元）。随着此次沃尔沃上市，沃尔沃将拥有更多资金，而吉利依然处于控股地位。IPO前，吉利拥有沃尔沃97.8%的股权，及99.8%的投票权；IPO后，吉利拥有沃尔沃78.4%的股权，及96.7%的投票权。为了筹备此次上市，沃尔沃也动作频频。2021","text":"雷递网 雷建平 10月20日报道沃尔沃汽车日前递交招股书，准备在纳斯达克斯德哥尔摩交易所IPO，筹资250亿瑞典克朗（约184亿元或29亿美元）。沃尔沃的发行区间为53至68瑞典克朗，可能对沃尔沃的估值达到230亿美元，这距离吉利以18亿美元从福特汽车手上买下沃尔沃已经过去11年时间。沃尔沃预计2021年10月28日在斯德哥尔摩开始交易，此次沃尔沃上市，将成为欧洲自2021年1月以来规模最大的IPO。为吉利海外收购经典之作世界第一辆沃尔沃汽车1927年在瑞典诞生，1999年，福特汽车花64.5亿美元买下沃尔沃轿车，沃尔沃轿车成为福特汽车的全资子公司和小品牌。2000年初，福特汽车日益受累于品牌太多，决定丢车保帅，出售沃尔沃。当时，李书福第一辆汽车才下线4年，但以18亿美元收购沃尔沃100%股份和相关资产，曾在汽车行业轰动一时，甚至被称为是“蛇吞象”。吉利创始人李书福的这次非常成功的豪赌，给吉利带回来了巨额回报。此后，吉利和沃尔沃在瑞典哥德堡建立联合研发中心（CEVT），开启向海外扩张的步伐。吉利还结合沃尔沃的技术底蕴与吉利对市场的感知，推出了领克，这也是吉利进军高端汽车市场的尝试。李书福曾说，“沃尔沃的技术让吉利造车入了门。”市值将低于蔚来小鹏理想如今，沃尔沃取得了稳步发展。财报显示，沃尔沃2020年营收达2628亿瑞典克朗（约2033亿元），营业利润达85亿瑞典克朗（约65.8亿）。沃尔沃2021年上半年营收为1411亿瑞典克朗（约1034.82亿元），较2020年同期上涨26.3%；息税前利润为132.4亿瑞典克朗（约98.78亿元）。随着此次沃尔沃上市，沃尔沃将拥有更多资金，而吉利依然处于控股地位。IPO前，吉利拥有沃尔沃97.8%的股权，及99.8%的投票权；IPO后，吉利拥有沃尔沃78.4%的股权，及96.7%的投票权。为了筹备此次上市，沃尔沃也动作频频。2021","images":[{"img":"https://static.tigerbbs.com/8e3bdc79de9678d81b4669029ae235f0"},{"img":"https://static.tigerbbs.com/f478e15a18b3b899fac89a962fbbd31d"},{"img":"https://static.tigerbbs.com/6e8ddd6dc463f3c2a6e7683ad4ea76bd"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859442824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859123567,"gmtCreate":1634680866283,"gmtModify":1634680866369,"author":{"id":"3578041826521141","authorId":"3578041826521141","name":"CgYeo","avatar":"https://static.tigerbbs.com/10ccfe7dee0a0583bc64e41abb216a9b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"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":0,"repostSize":0,"link":"https://laohu8.com/post/859123567","repostId":"850305338","repostType":1,"repost":{"id":850305338,"gmtCreate":1634551122282,"gmtModify":1635424158079,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"缺芯之下，全球第三大晶圆代工厂格罗方德IPO闪亮登场","htmlText":"作者：昨辰 摘要：21H1毛利转正、净利亏损大幅缩窄，GF盈利在望？ 核心看点： 1、从半导体规模化制造能力来看，格罗方德是营收仅次于台积电和三星的全球第三大晶圆代工厂商，20年晶圆出货量超200w片； 2、过度依赖少数客户和单一供应商，公司营收会受客户的需求影响而出现显著变动，对上游单一原材料供应商的依赖程度高，议价能力相对较弱； 3、源于AMD、Chartered半导体和 IBM的根基，GF拥有强大的研发创新能力，且已与相关半导体设备公司签订了 20 多项长期供应协议，内含终身收入承诺总额超195亿美元； 4、宏观环境风险与供应安全日益重要，作为全球唯一一家不在中国大陆或台湾设厂而着眼全球布局的晶圆代工厂，GF有助于帮助客户缓解宏观环境风险； 5、得益于GF战略重点转移至差异化技术的发展，GF产品的ASP远高于联电与中芯国际； 6、中国对半导体制造产能扩张的大力支持，再加上中国国产化替代所带来的进口需求减弱等诸多因素，将大大增加GF在全球面临的竞争，限制GF等其他全球供应商在中国的市场份额，可能导致GF晶圆厂利用率不足或ASP大幅下降； 7、受业务剥离影响，近三年营收呈下降趋势，21H1营收同比转增，全年有望扭转营收下滑之势，而由于聚焦发展差异化技术，公司利润率有所改善：21H1毛利率转正，净利亏损大幅缩窄； 8、半导体市场空间广阔且增速惊人，预计在未来8-10年内，半导体行业的总收入将翻一番； 9、尽管与台积电在工艺制程和产能规模方面相差甚远，且尚未摆脱行业盈利难的魔咒，但GF有望通过扩产实现规模的扩张，推动营收扭亏为盈，有关英特尔或其他方有意收购GF的传言也可能推升其估值。 格罗方德（GlobalFoundries，下称“GF/格罗方德/公司/格芯”）是营收仅次于台积电和三星的全球第三大晶圆代工厂商。公司于2009年由AMD与穆巴达拉（Mubadala）联合投资成","listText":"作者：昨辰 摘要：21H1毛利转正、净利亏损大幅缩窄，GF盈利在望？ 核心看点： 1、从半导体规模化制造能力来看，格罗方德是营收仅次于台积电和三星的全球第三大晶圆代工厂商，20年晶圆出货量超200w片； 2、过度依赖少数客户和单一供应商，公司营收会受客户的需求影响而出现显著变动，对上游单一原材料供应商的依赖程度高，议价能力相对较弱； 3、源于AMD、Chartered半导体和 IBM的根基，GF拥有强大的研发创新能力，且已与相关半导体设备公司签订了 20 多项长期供应协议，内含终身收入承诺总额超195亿美元； 4、宏观环境风险与供应安全日益重要，作为全球唯一一家不在中国大陆或台湾设厂而着眼全球布局的晶圆代工厂，GF有助于帮助客户缓解宏观环境风险； 5、得益于GF战略重点转移至差异化技术的发展，GF产品的ASP远高于联电与中芯国际； 6、中国对半导体制造产能扩张的大力支持，再加上中国国产化替代所带来的进口需求减弱等诸多因素，将大大增加GF在全球面临的竞争，限制GF等其他全球供应商在中国的市场份额，可能导致GF晶圆厂利用率不足或ASP大幅下降； 7、受业务剥离影响，近三年营收呈下降趋势，21H1营收同比转增，全年有望扭转营收下滑之势，而由于聚焦发展差异化技术，公司利润率有所改善：21H1毛利率转正，净利亏损大幅缩窄； 8、半导体市场空间广阔且增速惊人，预计在未来8-10年内，半导体行业的总收入将翻一番； 9、尽管与台积电在工艺制程和产能规模方面相差甚远，且尚未摆脱行业盈利难的魔咒，但GF有望通过扩产实现规模的扩张，推动营收扭亏为盈，有关英特尔或其他方有意收购GF的传言也可能推升其估值。 格罗方德（GlobalFoundries，下称“GF/格罗方德/公司/格芯”）是营收仅次于台积电和三星的全球第三大晶圆代工厂商。公司于2009年由AMD与穆巴达拉（Mubadala）联合投资成","text":"作者：昨辰 摘要：21H1毛利转正、净利亏损大幅缩窄，GF盈利在望？ 核心看点： 1、从半导体规模化制造能力来看，格罗方德是营收仅次于台积电和三星的全球第三大晶圆代工厂商，20年晶圆出货量超200w片； 2、过度依赖少数客户和单一供应商，公司营收会受客户的需求影响而出现显著变动，对上游单一原材料供应商的依赖程度高，议价能力相对较弱； 3、源于AMD、Chartered半导体和 IBM的根基，GF拥有强大的研发创新能力，且已与相关半导体设备公司签订了 20 多项长期供应协议，内含终身收入承诺总额超195亿美元； 4、宏观环境风险与供应安全日益重要，作为全球唯一一家不在中国大陆或台湾设厂而着眼全球布局的晶圆代工厂，GF有助于帮助客户缓解宏观环境风险； 5、得益于GF战略重点转移至差异化技术的发展，GF产品的ASP远高于联电与中芯国际； 6、中国对半导体制造产能扩张的大力支持，再加上中国国产化替代所带来的进口需求减弱等诸多因素，将大大增加GF在全球面临的竞争，限制GF等其他全球供应商在中国的市场份额，可能导致GF晶圆厂利用率不足或ASP大幅下降； 7、受业务剥离影响，近三年营收呈下降趋势，21H1营收同比转增，全年有望扭转营收下滑之势，而由于聚焦发展差异化技术，公司利润率有所改善：21H1毛利率转正，净利亏损大幅缩窄； 8、半导体市场空间广阔且增速惊人，预计在未来8-10年内，半导体行业的总收入将翻一番； 9、尽管与台积电在工艺制程和产能规模方面相差甚远，且尚未摆脱行业盈利难的魔咒，但GF有望通过扩产实现规模的扩张，推动营收扭亏为盈，有关英特尔或其他方有意收购GF的传言也可能推升其估值。 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