䛘賀worldview的个人主页 - 老虎社区

䛘賀worldview

䛘賀worldview

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䛘賀worldview

2021-12-11

My first 2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger community.My biggest loss thus far would be $Alibaba(BABA)$while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the most happy and confident investment will be $Apple(AAPL)$ I think I will continue to buy in and hold this stock for a very

䛘賀worldview

2021-05-11

$Palantir Technologies Inc.(PLTR)$waiting for the earning result [What]

䛘賀worldview

2021-05-09

$Palantir Technologies Inc.(PLTR)$Brought additional position for long term

䛘賀worldview

2021-05-15

$Exxon Mobil(XOM)$On road to recovery [Smart] it’s a matter of when only. Like and comment please

䛘賀worldview

2021-06-21

$Palantir Technologies Inc.(PLTR)$Will it break 28 this week? Or giving me a chance to buy more.

䛘賀worldview

2021-05-18

For sharing. Like & comment $Palantir Technologies Inc.(PLTR)$$Unity Software Inc.(U)$

抱歉，原内容已删除

䛘賀worldview

2021-05-12

Good read and sharing tks Like Please $Palantir Technologies Inc.(PLTR)$ $Apple(AAPL)$ $Unity Software Inc.(U)$

@Gentle麦克斯:自己手上的股票下跌该怎么办？

䛘賀worldview

2021-05-26

$Palantir Technologies Inc.(PLTR)$good recovery from May period. Gotten more and more contracts [Cool] like and comment please

䛘賀worldview

2021-05-15

$Alibaba(BABA)$buy for long term sake or better looking at other stocks [Glance]

䛘賀worldview

2021-05-21

$Exxon Mobil(XOM)$Those who miss this previous can consider before it take off again[Grin] like and comment please

䛘賀worldview

2021-06-22

$Exxon Mobil(XOM)$with oil estimated to reach $100 per barrel early next year. I see growth [USD] [USD] [Wow]

䛘賀worldview

2021-05-31

$Palantir Technologies Inc.(PLTR)$good long term outlook to the moon. Comment and like please [Lovely]

䛘賀worldview

2021-06-08

Like and comment. For the long term$Palantir Technologies Inc.(PLTR)$

Palantir Is Sandbagging Growth Projections

䛘賀worldview

2021-06-13

Like and comment Tks

Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays

䛘賀worldview

2021-05-30

Like and comment please

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

䛘賀worldview

2021-04-29

$Palantir Technologies Inc.(PLTR)$like and comments if you believe in this stock is there for long term

䛘賀worldview

2021-08-21

Like and comment pls

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul

䛘賀worldview

2021-10-13

Go go semiconductor stocks that make chips!!

Apple Set to Cut iPhone Production Goals Due to Chip Crunch

䛘賀worldview

2021-06-27

Like and comment pls

抱歉，原内容已删除

䛘賀worldview

2021-04-11

Like and comment pleaae

XPeng Inc.: A Reawakening

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Good value stock or rubbish stock. To me it will depend on individual view on opportunity cost against time.&nbsp;Those who are against it are mainly due to the time required for this stock to grow and earn $. They usually feel that the money they invested can be better spent on other stock which will bring in $ faster.Those who love this stock are people who has enough $ and have time at hand for this stock to grow.&nbsp;In short, people think this is a good stock but but hold different view when time is involved.Any views?","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>A lot people has given their opinion on pltr. Good value stock or rubbish stock. To me it will depend on individual view on opportunity cost against time.&nbsp;Those who are against it are mainly due to the time required for this stock to grow and earn $. They usually feel that the money they invested can be better spent on other stock which will bring in $ faster.Those who love this stock are people who has enough $ and have time at hand for this stock to grow.&nbsp;In short, people think this is a good stock but but hold different view when time is involved.Any views?","text":"$Palantir Technologies Inc.(PLTR)$A lot people has given their opinion on pltr. Good value stock or rubbish stock. To me it will depend on individual view on opportunity cost against time. Those who are against it are mainly due to the time required for this stock to grow and earn $. They usually feel that the money they invested can be better spent on other stock which will bring in $ faster.Those who love this stock are people who has enough $ and have time at hand for this stock to grow. In short, people think this is a good stock but but hold different view when time is involved.Any views?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699060886","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699085228,"gmtCreate":1639723136864,"gmtModify":1639723137618,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3527667621665671\">@Daily_Discussion</a>got it!!","listText":"<a href=\"https://laohu8.com/U/3527667621665671\">@Daily_Discussion</a>got it!!","text":"@Daily_Discussiongot it!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699085228","repostId":"690753336","repostType":1,"repost":{"id":690753336,"gmtCreate":1639711965538,"gmtModify":1639723391683,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"Buy_Sell换新号了！欢迎大家关注Daily_Discussion","htmlText":"大家好呀，自从Buy_Sell上线以来，受到了很多虎友们的喜爱和支持，首先要借此机会，向大家表示感谢，预祝大家圣诞节快乐！交易顺利！多多赚钱！ 同时Buy_Sell在海外的老虎社区也成立了新号<a target=\"_blank\" href=\"https://laohu8.com/U/3527667621665671\">@Daily_Discussion</a> ，以后会和Buy_Sell一样，发布每日的交易计划悬赏贴，和小伙伴们交流暴富经验，欢迎大家关注！","listText":"大家好呀，自从Buy_Sell上线以来，受到了很多虎友们的喜爱和支持，首先要借此机会，向大家表示感谢，预祝大家圣诞节快乐！交易顺利！多多赚钱！ 同时Buy_Sell在海外的老虎社区也成立了新号<a target=\"_blank\" href=\"https://laohu8.com/U/3527667621665671\">@Daily_Discussion</a> ，以后会和Buy_Sell一样，发布每日的交易计划悬赏贴，和小伙伴们交流暴富经验，欢迎大家关注！","text":"大家好呀，自从Buy_Sell上线以来，受到了很多虎友们的喜爱和支持，首先要借此机会，向大家表示感谢，预祝大家圣诞节快乐！交易顺利！多多赚钱！ 同时Buy_Sell在海外的老虎社区也成立了新号@Daily_Discussion ，以后会和Buy_Sell一样，发布每日的交易计划悬赏贴，和小伙伴们交流暴富经验，欢迎大家关注！","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690753336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690743945,"gmtCreate":1639713161987,"gmtModify":1639715068371,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Thanks and keep all the tips and activities coming <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>","listText":"Thanks and keep all the tips and activities coming <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>","text":"Thanks and keep all the tips and activities coming @小虎活动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690743945","repostId":"690720270","repostType":1,"repost":{"id":690720270,"gmtCreate":1639710618789,"gmtModify":1639740219765,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"小虎活动账号搬迁通知，快来关注TigerEvents","htmlText":"Hello,大家好，感谢大家过去一年的支持，小虎君提前祝大家圣诞快乐！ 由于合规的原因，小虎活动在海外的老虎社区注册了一个新的账号@TigerEvent ，这个账号与之前的小虎活动一样，也是跟大家一起玩玩游戏，聊聊投资。 欢迎大家关注我的海外账号@TigerEvent ，另外也欢迎各位虎友把这个消息告诉给身边的朋友。 凡是看到这个帖子，关注@TigerEvent&nbsp;的虎友，可以在下贴留言，我会给每一位朋友派发66虎币。 再次感谢大家的支持，祝大家节日快乐 HUAT HUAT HUAT","listText":"Hello,大家好，感谢大家过去一年的支持，小虎君提前祝大家圣诞快乐！ 由于合规的原因，小虎活动在海外的老虎社区注册了一个新的账号@TigerEvent ，这个账号与之前的小虎活动一样，也是跟大家一起玩玩游戏，聊聊投资。 欢迎大家关注我的海外账号@TigerEvent ，另外也欢迎各位虎友把这个消息告诉给身边的朋友。 凡是看到这个帖子，关注@TigerEvent&nbsp;的虎友，可以在下贴留言，我会给每一位朋友派发66虎币。 再次感谢大家的支持，祝大家节日快乐 HUAT HUAT HUAT","text":"Hello,大家好，感谢大家过去一年的支持，小虎君提前祝大家圣诞快乐！ 由于合规的原因，小虎活动在海外的老虎社区注册了一个新的账号@TigerEvent ，这个账号与之前的小虎活动一样，也是跟大家一起玩玩游戏，聊聊投资。 欢迎大家关注我的海外账号@TigerEvent ，另外也欢迎各位虎友把这个消息告诉给身边的朋友。 凡是看到这个帖子，关注@TigerEvent 的虎友，可以在下贴留言，我会给每一位朋友派发66虎币。 再次感谢大家的支持，祝大家节日快乐 HUAT HUAT HUAT","images":[{"img":"https://static.tigerbbs.com/30a204e229cb683b504eb4c24a6a9439","width":"1170","height":"815"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690720270","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690462134,"gmtCreate":1639702625638,"gmtModify":1639702626358,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Effect of four witches? Likely today also going to be a red day","listText":"Effect of four witches? Likely today also going to be a red day","text":"Effect of four witches? Likely today also going to be a red day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690462134","repostId":"2192920942","repostType":4,"repost":{"id":"2192920942","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1639694745,"share":"https://www.laohu8.com/m/news/2192920942?lang=&edition=full","pubTime":"2021-12-17 06:45","market":"us","language":"en","title":"Nasdaq ends sharply lower as investors dump growth stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2192920942","media":"Reuters","summary":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector inde","content":"<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq ends sharply lower as investors dump growth stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq ends sharply lower as investors dump growth stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-17 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Fed to end bond purchases, signals rate hikes in 2022</p>\n<p>* Tech is worst among 11 S&amp;P 500 sector indexes, financials rally</p>\n<p>* Lennar slips after missing quarterly profit</p>\n<p>* Indexes: Dow -0.08%, S&amp;P 500 -0.87%, Nasdaq -2.47%</p>\n<p>Dec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.</p>\n<p>Nvidia,Apple,Microsoft, Amazon&nbsp;and Tesla&nbsp;tumbled between 2.6% and 6.8%, hitting the Nasdaq&nbsp;and the S&amp;P 500, while the Dow Jones Industrial Average declined marginally.</p>\n<p>Most of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 0.08% to end at 35,897.64, while the S&amp;P 500&nbsp;lost 0.87% to 4,668.67.</p>\n<p>The Nasdaq Composite&nbsp;dropped 2.47% to 15,180.44.</p>\n<p>The U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.</p>\n<p>That pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.</p>\n<p>The S&amp;P 500 value index&nbsp;climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.</p>\n<p>\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.</p>\n<p>\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.</p>\n<p>Among the 11 major S&amp;P 500 sector indexes, technology&nbsp;slumped 2.9%, while financials&nbsp;rallied 1.2%. Eight of the sectors gained, even as the overall index fell.</p>\n<p>\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.</p>\n<p>Recent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&amp;P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.</p>\n<p>The CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.</p>\n<p>Data showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.</p>\n<p>Separately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.</p>\n<p>Lennar Corp&nbsp;fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LEN":"莱纳建筑公司",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","BK4554":"元宇宙及AR概念","SDS":"两倍做空标普500ETF","BK4515":"5G概念","TQQQ":"纳指三倍做多ETF","BK4553":"喜马拉雅资本持仓","OEX":"标普100","QQQ":"纳指100ETF","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DOG":"道指反向ETF","AMZN":"亚马逊","BK4524":"宅经济概念","BK4543":"AI","BK4559":"巴菲特持仓","BK4538":"云计算","SH":"标普500反向ETF","BK4549":"软银资本持仓","BK4527":"明星科技股","BK4501":"段永平概念","SSO":"两倍做多标普500ETF","TSLA":"特斯拉","BK4503":"景林资产持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","DDM":"道指两倍做多ETF","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓","BK4088":"住宅建筑"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192920942","content_text":"* Fed to end bond purchases, signals rate hikes in 2022\n* Tech is worst among 11 S&P 500 sector indexes, financials rally\n* Lennar slips after missing quarterly profit\n* Indexes: Dow -0.08%, S&P 500 -0.87%, Nasdaq -2.47%\nDec 16 (Reuters) - The Nasdaq ended sharply lower on Thursday as the Federal Reserve's announcement of a faster end to its pandemic-era stimulus pushed investors away from Big Tech and toward more economically sensitive sectors.\nNvidia,Apple,Microsoft, Amazon and Tesla tumbled between 2.6% and 6.8%, hitting the Nasdaq and the S&P 500, while the Dow Jones Industrial Average declined marginally.\nMost of those heavyweight growth stocks have outperformed the broader market in 2021, with Nvidia up more than 100% year to date.\nThe Dow Jones Industrial Average fell 0.08% to end at 35,897.64, while the S&P 500 lost 0.87% to 4,668.67.\nThe Nasdaq Composite dropped 2.47% to 15,180.44.\nThe U.S. central bank said on Wednesday it would end its bond purchases in March and signaled three quarter-percentage-point interest rate hikes by the end of 2022.\nThat pleased investors who have increasingly worried about an inflation spike related to the coronavirus pandemic. But on Thursday it contributed to the sell-off in growth stocks.\nThe S&P 500 value index climbed 0.7%, while the growth index fell 2.1%, reflecting investors' views that high-growth stocks tend to underperform when interest rates rise. The value index includes stocks seen as more likely to do well during an economic recovery.\n\"You're seeing money come out of growth, as it should. If we are going into an environment where interest rates are going up, growth stocks are going to be less attractive\" said Dennis Dick, a trader at Bright Trading LLC.\n\"There's a lot of uncertainty as we go into 2022... We're going to have a more hawkish Fed that is going to pull away the punch bowl,\" he said.\nAmong the 11 major S&P 500 sector indexes, technology slumped 2.9%, while financials rallied 1.2%. Eight of the sectors gained, even as the overall index fell.\n\"The Fed gave the market what it wanted, and today I think investors are turning again to pandemic uncertainty, and they're also cautious going into the end of the year,\" said Lindsey Bell, chief investment strategist at Ally Invest, in Charlotte, North Carolina.\nRecent readings on surging producer and consumer prices, as well as the fast-spreading Omicron variant of the coronavirus, have fueled anxiety. The S&P 500, nonetheless, remains up about 25% in 2021 and it is trading near record highs.\nThe CBOE Volatility index, often considered Wall Street's fear gauge, slipped to a three-week low.\nData showed the number of Americans filing new claims for unemployment benefits increased moderately last week, remaining at levels consistent with tightening labor market conditions.\nSeparately, a survey showed production at U.S. factories increased to the highest level in nearly three years in November.\nLennar Corp fell 4.1% after the homebuilder missed analysts' estimates for quarterly profit as pandemic-led supply chain issues pushed lumber costs higher and delayed house deliveries.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.03-to-1 ratio; on Nasdaq, a 1.93-to-1 ratio favored decliners.\nThe S&P 500 posted 69 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 43 new highs and 184 new lows.\nVolume on U.S. exchanges was 11.6 billion shares, in line with the average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607906271,"gmtCreate":1639467723893,"gmtModify":1639468279703,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$Tuya Inc.(TUYA)$</a> dip some more will be nice to go in … long term stock","listText":"<a href=\"https://laohu8.com/S/TUYA\">$Tuya Inc.(TUYA)$</a> dip some more will be nice to go in … long term stock","text":"$Tuya Inc.(TUYA)$ dip some more will be nice to go in … long term stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607906271","repostId":"604747099","repostType":1,"repost":{"id":604747099,"gmtCreate":1639450260941,"gmtModify":1639451945636,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【12月14日】美股收跌，热门中概股大多走低，今天有什么交易计划？","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 12月14日讯，港股三大指数低开，恒指跌1.09%，国指跌1.05%，恒生科技指数跌1.39%。 盘面上，地产股跌幅居前，<a href=\"https://laohu8.com/S/01109\">$华润置地(01109)$</a> 跌逾3%领跌蓝筹。大型科技股普跌，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 跌超5%，<a href=\"https://laohu8.com/S/09898\">$微博-SW(09898)$</a> 跌近5%。<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超1%；昨日走强的互联网医疗股集体低开，内房股与物管股继续下跌，濠赌股、保险股、餐饮股、港口航运股齐跌；电力股、燃气股多数上涨，华润燃气高开近3%。 <a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 今日上市，开盘跌逾7%。 枫叶教育复","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 12月14日讯，港股三大指数低开，恒指跌1.09%，国指跌1.05%，恒生科技指数跌1.39%。 盘面上，地产股跌幅居前，<a href=\"https://laohu8.com/S/01109\">$华润置地(01109)$</a> 跌逾3%领跌蓝筹。大型科技股普跌，<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 跌超5%，<a href=\"https://laohu8.com/S/09898\">$微博-SW(09898)$</a> 跌近5%。<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超2%，<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 跌超1%；昨日走强的互联网医疗股集体低开，内房股与物管股继续下跌，濠赌股、保险股、餐饮股、港口航运股齐跌；电力股、燃气股多数上涨，华润燃气高开近3%。 <a href=\"https://laohu8.com/S/09699\">$顺丰同城(09699)$</a> 今日上市，开盘跌逾7%。 枫叶教育复","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 12月14日讯，港股三大指数低开，恒指跌1.09%，国指跌1.05%，恒生科技指数跌1.39%。 盘面上，地产股跌幅居前，$华润置地(01109)$ 跌逾3%领跌蓝筹。大型科技股普跌，$哔哩哔哩-SW(09626)$ 跌超5%，$微博-SW(09898)$ 跌近5%。$百度集团-SW(09888)$ 、$美团-W(03690)$ 跌超2%，$腾讯控股(00700)$ 、$京东集团-SW(09618)$ 、$小米集团-W(01810)$ 、$快手-W(01024)$ 跌超1%；昨日走强的互联网医疗股集体低开，内房股与物管股继续下跌，濠赌股、保险股、餐饮股、港口航运股齐跌；电力股、燃气股多数上涨，华润燃气高开近3%。 $顺丰同城(09699)$ 今日上市，开盘跌逾7%。 枫叶教育复","images":[{"img":"https://static.tigerbbs.com/afbfdfde25013addc806d931f62ad969","width":"225","height":"225"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604747099","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605402849,"gmtCreate":1639203601233,"gmtModify":1639286896484,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"My first&nbsp;2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger&nbsp;community.My biggest loss thus far would be <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the&nbsp;most happy and confident investment will be <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> I think I will continue to buy in and hold this stock for a very","listText":"My first&nbsp;2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger&nbsp;community.My biggest loss thus far would be <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the&nbsp;most happy and confident investment will be <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> I think I will continue to buy in and hold this stock for a very","text":"My first 2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger community.My biggest loss thus far would be $Alibaba(BABA)$while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the most happy and confident investment will be $Apple(AAPL)$ I think I will continue to buy in and hold this stock for a very","images":[{"img":"https://static.tigerbbs.com/343e7c762ec1840dafaa48a665b8814b","width":"1125","height":"2436"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":18,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/605402849","isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000296","authorId":"9000000000000296","name":"互联网第N代","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000296","idStr":"9000000000000296"},"content":"My holding cost of Apple is about the same as yours. I am around $124, but I haven't held it for that long. I plan to buy again in the near future if there is a pullback, because I think the price of Apple will reach $200.","text":"My holding cost of Apple is about the same as yours. I am around $124, but I haven't held it for that long. I plan to buy again in the near future if there is a pullback, because I think the price of Apple will reach $200.","html":"My holding cost of Apple is about the same as yours. I am around $124, but I haven't held it for that long. I plan to buy again in the near future if there is a pullback, because I think the price of Apple will reach $200."}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":601197306,"gmtCreate":1638496410705,"gmtModify":1638496410962,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"For long term yes <a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> waiting for it to dip and bargain hunt. Depending on the market situation to buy on first day. if bearish market likely not on the first day","listText":"For long term yes <a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> waiting for it to dip and bargain hunt. Depending on the market situation to buy on first day. if bearish market likely not on the first day","text":"For long term yes $Grab Holdings(GRAB)$ waiting for it to dip and bargain hunt. Depending on the market situation to buy on first day. if bearish market likely not on the first day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601197306","repostId":"603412967","repostType":1,"repost":{"id":603412967,"gmtCreate":1638438369854,"gmtModify":1638500574258,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"Will You Buy Grab or Not?","htmlText":"Grab's $40 bln Nasdaq debut to set the&nbsp;tone for Southeast Asian tech listings. The&nbsp;Debut marks the&nbsp;biggest U.S. listing by a Southeast Asian firm. Southeast Asia's internet economy to double to $360 bln by 2025. <a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> is&nbsp;known&nbsp;as&nbsp;\"Meituan\"&nbsp;in&nbsp;Southeast&nbsp;Asia,&nbsp;it&nbsp;is&nbsp;a&nbsp;combination&nbsp;of&nbsp;uber,&nbsp;ubereats&nbsp;and&nbsp;paypal.&nbsp; Grab&nbsp;closed&nbsp;at&nbsp;$11.01&nbsp;on&nbsp;Wednesday,&nbsp;marking&nbsp;a&nbsp;13.44%&nbsp;move&nbsp;from&nbsp;the&nbsp;prior&nbsp;day.&nbsp;How does the first day of Grab work? Will&nbsp;you&nbsp;buy&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>?&nbsp; Will&nbsp;you buy stocks","listText":"Grab's $40 bln Nasdaq debut to set the&nbsp;tone for Southeast Asian tech listings. The&nbsp;Debut marks the&nbsp;biggest U.S. listing by a Southeast Asian firm. Southeast Asia's internet economy to double to $360 bln by 2025. <a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> is&nbsp;known&nbsp;as&nbsp;\"Meituan\"&nbsp;in&nbsp;Southeast&nbsp;Asia,&nbsp;it&nbsp;is&nbsp;a&nbsp;combination&nbsp;of&nbsp;uber,&nbsp;ubereats&nbsp;and&nbsp;paypal.&nbsp; Grab&nbsp;closed&nbsp;at&nbsp;$11.01&nbsp;on&nbsp;Wednesday,&nbsp;marking&nbsp;a&nbsp;13.44%&nbsp;move&nbsp;from&nbsp;the&nbsp;prior&nbsp;day.&nbsp;How does the first day of Grab work? Will&nbsp;you&nbsp;buy&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>?&nbsp; Will&nbsp;you buy stocks","text":"Grab's $40 bln Nasdaq debut to set the tone for Southeast Asian tech listings. The Debut marks the biggest U.S. listing by a Southeast Asian firm. Southeast Asia's internet economy to double to $360 bln by 2025. $Grab Holdings(GRAB)$ is known as \"Meituan\" in Southeast Asia, it is a combination of uber, ubereats and paypal. Grab closed at $11.01 on Wednesday, marking a 13.44% move from the prior day. How does the first day of Grab work? Will you buy $Grab Holdings(GRAB)$? Will you buy stocks","images":[{"img":"https://static.tigerbbs.com/2cab66481c01d79cc089eb7bac610b7f","width":"1279","height":"823"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603412967","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603788137,"gmtCreate":1638453087229,"gmtModify":1638453087499,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"13.5","listText":"13.5","text":"13.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603788137","repostId":"603799489","repostType":1,"repost":{"id":603799489,"gmtCreate":1638449296437,"gmtModify":1638450868992,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【有奖竞猜】预测“东南亚滴滴”Grab周五收盘价，抢888虎币","htmlText":"\n \n \n  参与<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> 涨跌大竞猜，精准预测Grab 12月3日（周五）收盘价就有机会获得888虎币。东南亚网约车巨头、独角兽公司Grab将于12月2日（周四）登陆纳斯达克，在此之前Grab通过SPAC与Altimeter Growth Corp公司合并。预计这笔创纪录的 SPAC 交易将使Grab 的估值将达到400亿美元，或将成为迄今为止最大的SPAC交易。Grab是2012年创建的，主营业务是打车，在2018年收购了 Uber 的东南亚业务之后，扩展到其他服务领域，包括食品配送、数字支付甚至金融服务等。近年来，该公司将自己塑造成一个“超级应用程序”。Grab瞄准的市场主要是东南亚，已进入新加坡、马来西亚、印尼、越南、泰国、菲律宾、柬埔寨和缅甸，在这8个国家的465个城市中，每个月有超过2500万人使用该应用进行交易。根据Grab公布的数据，Grab2020年的净收入为11.9亿美元，净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元。【参与方式】 评论区留言并转发预测<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>12月3日（周五）收盘价； 精准预测收盘价的虎友将有机会获得888虎币； 活动会持续到12月3日（周五）24点，欢迎大家参与!\n \n","listText":"参与<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> 涨跌大竞猜，精准预测Grab 12月3日（周五）收盘价就有机会获得888虎币。东南亚网约车巨头、独角兽公司Grab将于12月2日（周四）登陆纳斯达克，在此之前Grab通过SPAC与Altimeter Growth Corp公司合并。预计这笔创纪录的 SPAC 交易将使Grab 的估值将达到400亿美元，或将成为迄今为止最大的SPAC交易。Grab是2012年创建的，主营业务是打车，在2018年收购了 Uber 的东南亚业务之后，扩展到其他服务领域，包括食品配送、数字支付甚至金融服务等。近年来，该公司将自己塑造成一个“超级应用程序”。Grab瞄准的市场主要是东南亚，已进入新加坡、马来西亚、印尼、越南、泰国、菲律宾、柬埔寨和缅甸，在这8个国家的465个城市中，每个月有超过2500万人使用该应用进行交易。根据Grab公布的数据，Grab2020年的净收入为11.9亿美元，净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元。【参与方式】 评论区留言并转发预测<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>12月3日（周五）收盘价； 精准预测收盘价的虎友将有机会获得888虎币； 活动会持续到12月3日（周五）24点，欢迎大家参与!","text":"参与$Grab Holdings(GRAB)$ 涨跌大竞猜，精准预测Grab 12月3日（周五）收盘价就有机会获得888虎币。东南亚网约车巨头、独角兽公司Grab将于12月2日（周四）登陆纳斯达克，在此之前Grab通过SPAC与Altimeter Growth Corp公司合并。预计这笔创纪录的 SPAC 交易将使Grab 的估值将达到400亿美元，或将成为迄今为止最大的SPAC交易。Grab是2012年创建的，主营业务是打车，在2018年收购了 Uber 的东南亚业务之后，扩展到其他服务领域，包括食品配送、数字支付甚至金融服务等。近年来，该公司将自己塑造成一个“超级应用程序”。Grab瞄准的市场主要是东南亚，已进入新加坡、马来西亚、印尼、越南、泰国、菲律宾、柬埔寨和缅甸，在这8个国家的465个城市中，每个月有超过2500万人使用该应用进行交易。根据Grab公布的数据，Grab2020年的净收入为11.9亿美元，净亏损为27亿美元。截至2020年底，公司累计亏损达到100亿美元。【参与方式】 评论区留言并转发预测$Grab Holdings(GRAB)$12月3日（周五）收盘价； 精准预测收盘价的虎友将有机会获得888虎币； 活动会持续到12月3日（周五）24点，欢迎大家参与!","images":[{"img":"https://static.tigerbbs.com/e7c3ea2a863d18df1d6a5258632c3386","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603799489","isVote":1,"tweetType":2,"object":{"id":"9087b3e41979463089bc5ad3c6322c79","tweetId":"603799489","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8a6984da387702292306756981/LUYh9GPpDcEA.mp4","poster":"https://static.tigerbbs.com/e7c3ea2a863d18df1d6a5258632c3386"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603649432,"gmtCreate":1638408164326,"gmtModify":1638408165362,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Multipe bad news plus the unknown omicron reaching US is a big fear factor to the market. will be a tough week","listText":"Multipe bad news plus the unknown omicron reaching US is a big fear factor to the market. will be a tough week","text":"Multipe bad news plus the unknown omicron reaching US is a big fear factor to the market. will be a tough week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603649432","repostId":"603607873","repostType":1,"repost":{"id":603607873,"gmtCreate":1638403337188,"gmtModify":1638403337188,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667586584720","idStr":"3527667586584720"},"themes":[],"title":"昨夜今晨：美股突发千点大跳水！这一夜发生了什么？","htmlText":"摘要：①美股尾盘跳水，道指高位回落近千点，道指数下跌1.34%，纳指下跌1.83%；②热门中概股周三收盘多数下滑，爱奇艺跌超9%；③联储褐皮书称价格强劲上涨；④Moderna总裁称omicron疫苗加强针可能在3月份准备就绪。 海外市场 1、美股尾盘跳水，道指高位回落近千点 在美国疾病控制与预防中心证实美国出现首例奥密克戎变异株感染病例的消息传出后，道指下行逾500点，并由涨转跌，从日内高点计算，大幅回落近1000点。 标准普尔500指数收盘下跌1.18%，纳斯达克综合指数下跌1.83%，道琼斯指数下跌1.34%，盘中一度上涨超520点。 2、热门中概股周三收盘多数下滑 爱奇艺跌超9% 热门中概股周三收盘多数下滑，爱奇艺跌超9%，此前爱奇艺员工向媒体反映，目前爱奇艺正在裁员，裁员比例在20%-40%之间。 优客工场涨超48%，聚好商城涨近11%，团车、房多多涨近6%，安博教育、瑞思涨超5%，网易涨近4%，云米科技涨超3%。 3、12月欧股强劲开局 汽车旅游休闲股领涨 欧洲股市周三收盘上涨，泛欧斯托克600指数收盘涨幅1.91%，汽车和旅游休闲股跳涨超过3%，所有行业和主要股市都进入积极区域。 泛欧斯托克600指数收盘上涨8.84点，涨幅1.91%，报471.84点；德国DAX30指数收盘上涨375.57点，涨幅2.49%，报15475.70点。 4、美国首例Omicron确诊震动市场 油价下滑 油价周三(12月1日)在一个动荡的交易日下跌，在欧佩克明天与合作伙伴开会讨论产量之前，美国首例Omicron震动市场。 截至收盘，美国WTI原油期货下跌108美分，跌幅1.63%，报65.10美元/桶；布伦特期货下跌84美分，涨幅1.21%，报68.39美元/桶。 5、奥密克戎变种担忧笼罩 黄金趁势上涨、但这一不祥之兆惹人忧 周三，随着美元下跌，金价上涨。投资者利用上一个交易日的","listText":"摘要：①美股尾盘跳水，道指高位回落近千点，道指数下跌1.34%，纳指下跌1.83%；②热门中概股周三收盘多数下滑，爱奇艺跌超9%；③联储褐皮书称价格强劲上涨；④Moderna总裁称omicron疫苗加强针可能在3月份准备就绪。 海外市场 1、美股尾盘跳水，道指高位回落近千点 在美国疾病控制与预防中心证实美国出现首例奥密克戎变异株感染病例的消息传出后，道指下行逾500点，并由涨转跌，从日内高点计算，大幅回落近1000点。 标准普尔500指数收盘下跌1.18%，纳斯达克综合指数下跌1.83%，道琼斯指数下跌1.34%，盘中一度上涨超520点。 2、热门中概股周三收盘多数下滑 爱奇艺跌超9% 热门中概股周三收盘多数下滑，爱奇艺跌超9%，此前爱奇艺员工向媒体反映，目前爱奇艺正在裁员，裁员比例在20%-40%之间。 优客工场涨超48%，聚好商城涨近11%，团车、房多多涨近6%，安博教育、瑞思涨超5%，网易涨近4%，云米科技涨超3%。 3、12月欧股强劲开局 汽车旅游休闲股领涨 欧洲股市周三收盘上涨，泛欧斯托克600指数收盘涨幅1.91%，汽车和旅游休闲股跳涨超过3%，所有行业和主要股市都进入积极区域。 泛欧斯托克600指数收盘上涨8.84点，涨幅1.91%，报471.84点；德国DAX30指数收盘上涨375.57点，涨幅2.49%，报15475.70点。 4、美国首例Omicron确诊震动市场 油价下滑 油价周三(12月1日)在一个动荡的交易日下跌，在欧佩克明天与合作伙伴开会讨论产量之前，美国首例Omicron震动市场。 截至收盘，美国WTI原油期货下跌108美分，跌幅1.63%，报65.10美元/桶；布伦特期货下跌84美分，涨幅1.21%，报68.39美元/桶。 5、奥密克戎变种担忧笼罩 黄金趁势上涨、但这一不祥之兆惹人忧 周三，随着美元下跌，金价上涨。投资者利用上一个交易日的","text":"摘要：①美股尾盘跳水，道指高位回落近千点，道指数下跌1.34%，纳指下跌1.83%；②热门中概股周三收盘多数下滑，爱奇艺跌超9%；③联储褐皮书称价格强劲上涨；④Moderna总裁称omicron疫苗加强针可能在3月份准备就绪。 海外市场 1、美股尾盘跳水，道指高位回落近千点 在美国疾病控制与预防中心证实美国出现首例奥密克戎变异株感染病例的消息传出后，道指下行逾500点，并由涨转跌，从日内高点计算，大幅回落近1000点。 标准普尔500指数收盘下跌1.18%，纳斯达克综合指数下跌1.83%，道琼斯指数下跌1.34%，盘中一度上涨超520点。 2、热门中概股周三收盘多数下滑 爱奇艺跌超9% 热门中概股周三收盘多数下滑，爱奇艺跌超9%，此前爱奇艺员工向媒体反映，目前爱奇艺正在裁员，裁员比例在20%-40%之间。 优客工场涨超48%，聚好商城涨近11%，团车、房多多涨近6%，安博教育、瑞思涨超5%，网易涨近4%，云米科技涨超3%。 3、12月欧股强劲开局 汽车旅游休闲股领涨 欧洲股市周三收盘上涨，泛欧斯托克600指数收盘涨幅1.91%，汽车和旅游休闲股跳涨超过3%，所有行业和主要股市都进入积极区域。 泛欧斯托克600指数收盘上涨8.84点，涨幅1.91%，报471.84点；德国DAX30指数收盘上涨375.57点，涨幅2.49%，报15475.70点。 4、美国首例Omicron确诊震动市场 油价下滑 油价周三(12月1日)在一个动荡的交易日下跌，在欧佩克明天与合作伙伴开会讨论产量之前，美国首例Omicron震动市场。 截至收盘，美国WTI原油期货下跌108美分，跌幅1.63%，报65.10美元/桶；布伦特期货下跌84美分，涨幅1.21%，报68.39美元/桶。 5、奥密克戎变种担忧笼罩 黄金趁势上涨、但这一不祥之兆惹人忧 周三，随着美元下跌，金价上涨。投资者利用上一个交易日的","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603607873","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600729883,"gmtCreate":1638198969542,"gmtModify":1638199029332,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a> this stock survived covid19 and it will continue to grow. Family business with good governance, expansion in the plan to overseas <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a><a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a> this stock survived covid19 and it will continue to grow. Family business with good governance, expansion in the plan to overseas <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a><a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>","text":"$SHENG SIONG GROUP LTD(OV8.SI)$ this stock survived covid19 and it will continue to grow. Family business with good governance, expansion in the plan to overseas @小虎活动@小虎AV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600729883","repostId":"600482889","repostType":1,"repost":{"id":600482889,"gmtCreate":1638188203339,"gmtModify":1638531955192,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【星股有约】聊聊你最看好的新加坡股票","htmlText":"有人曾说衡量一支股票好不好，就要看它能不能让你安心睡觉。 相比国内市场，新加坡股票被疯炒的成分低多了，虽然很难一夜暴富，但却适合放在那里慢慢吃股息。好的股票，可以每年带来6%以上的股息，比起新加坡2%的存款利率，算是很不错的收益了。 经常看到虎友分享自己的星股持仓，有很多虎友都在星股取得了不错的收益。小虎君今天想邀请各位虎友分享一下你最看好的新加坡股票？聊聊你为什么看好它？ 【参与方式】 在“星股有约”主题下发帖，或者题目中包含“星股有约”等关键字，分享你最看好的新加坡股票以及为什么看好它？并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>  【活动奖励】 凡是参与回复、发帖的虎友均可获得66虎币，除此之外，还有机会获得以下奖励： 人气奖：我们会选取互动量较高的10位虎友，随机赠予神秘惊喜1个 优质奖：我们会选取内容优质有趣的虎友，赠予88 新币股票代金券  【活动时间】： 2021年11月29日-12月29日  【特别说明】 水贴，重复内容，广告，恶意营销等属于无效内容； 文章需原创并首发于老虎，并且版权归老虎社区所有； 本次活动中用户所提到的标的，仅供参考，不构成投资建议，据此操作，风险自负； 活动最终解释权归老虎社区所有； 若对本次活动有不解之处，可在此贴留言，或微信虎妞（微信号：itiger2014）或者（WhatsApp : +8615600151530）咨询。 欢","listText":"有人曾说衡量一支股票好不好，就要看它能不能让你安心睡觉。 相比国内市场，新加坡股票被疯炒的成分低多了，虽然很难一夜暴富，但却适合放在那里慢慢吃股息。好的股票，可以每年带来6%以上的股息，比起新加坡2%的存款利率，算是很不错的收益了。 经常看到虎友分享自己的星股持仓，有很多虎友都在星股取得了不错的收益。小虎君今天想邀请各位虎友分享一下你最看好的新加坡股票？聊聊你为什么看好它？ 【参与方式】 在“星股有约”主题下发帖，或者题目中包含“星股有约”等关键字，分享你最看好的新加坡股票以及为什么看好它？并<a target=\"_blank\" href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a>、<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> 或者<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a>  【活动奖励】 凡是参与回复、发帖的虎友均可获得66虎币，除此之外，还有机会获得以下奖励： 人气奖：我们会选取互动量较高的10位虎友，随机赠予神秘惊喜1个 优质奖：我们会选取内容优质有趣的虎友，赠予88 新币股票代金券  【活动时间】： 2021年11月29日-12月29日  【特别说明】 水贴，重复内容，广告，恶意营销等属于无效内容； 文章需原创并首发于老虎，并且版权归老虎社区所有； 本次活动中用户所提到的标的，仅供参考，不构成投资建议，据此操作，风险自负； 活动最终解释权归老虎社区所有； 若对本次活动有不解之处，可在此贴留言，或微信虎妞（微信号：itiger2014）或者（WhatsApp : +8615600151530）咨询。 欢","text":"有人曾说衡量一支股票好不好，就要看它能不能让你安心睡觉。 相比国内市场，新加坡股票被疯炒的成分低多了，虽然很难一夜暴富，但却适合放在那里慢慢吃股息。好的股票，可以每年带来6%以上的股息，比起新加坡2%的存款利率，算是很不错的收益了。 经常看到虎友分享自己的星股持仓，有很多虎友都在星股取得了不错的收益。小虎君今天想邀请各位虎友分享一下你最看好的新加坡股票？聊聊你为什么看好它？ 【参与方式】 在“星股有约”主题下发帖，或者题目中包含“星股有约”等关键字，分享你最看好的新加坡股票以及为什么看好它？并@小虎活动、@爱发红包的虎妞 或者@小虎AV 【活动奖励】 凡是参与回复、发帖的虎友均可获得66虎币，除此之外，还有机会获得以下奖励： 人气奖：我们会选取互动量较高的10位虎友，随机赠予神秘惊喜1个 优质奖：我们会选取内容优质有趣的虎友，赠予88 新币股票代金券 【活动时间】： 2021年11月29日-12月29日 【特别说明】 水贴，重复内容，广告，恶意营销等属于无效内容； 文章需原创并首发于老虎，并且版权归老虎社区所有； 本次活动中用户所提到的标的，仅供参考，不构成投资建议，据此操作，风险自负； 活动最终解释权归老虎社区所有； 若对本次活动有不解之处，可在此贴留言，或微信虎妞（微信号：itiger2014）或者（WhatsApp : +8615600151530）咨询。 欢","images":[{"img":"https://static.tigerbbs.com/b755c12457bc3d1cd5f0de6334e189ea","width":"4032","height":"3024"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600482889","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876192092,"gmtCreate":1637279773416,"gmtModify":1637279773696,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> will continue be the pick in long run. strong investment minded and free cash flow allow them to innovate and dare to invest in new area","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a> will continue be the pick in long run. strong investment minded and free cash flow allow them to innovate and dare to invest in new area","text":"$Alibaba(BABA)$ will continue be the pick in long run. strong investment minded and free cash flow allow them to innovate and dare to invest in new area","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876192092","repostId":"876005915","repostType":1,"repost":{"id":876005915,"gmtCreate":1637240656234,"gmtModify":1637315159189,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【悬赏】财报大比拼：阿里还是京东，你Pick谁？","htmlText":"今天盘前，2只电商龙头阿里巴巴和京东纷纷发布财报，阿里pk京东，你更看好谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。 首先对比一下这两家的营收增速 阿里巴巴3季度营收2006.9亿元人民币，同比增长29%，低于分析师预期的2061.7亿元人民币。若不考虑合并高鑫零售的影响，营收为人民币1804亿元（约合280亿美元），同比增长16%。 京东3季度营收2187亿元人民币，同比增长25.5%，超过市场预估2157亿元人民币。 （京东是B2C，发生交易，其流水就会记入营收；阿里巴巴是作为平台，依靠广告、技术服务、佣金等收入，交易流水并不记入营业收入。） 来看看两者的盈利情况 阿里巴巴净利润为33.77亿元人民币(5.24亿美元)。非会计准则净利润为285.24亿元人民币(合44.27亿美元) ，同比下降39% ，低于分析师预期的332亿元人民币。非会计准则稀释后的每股 ADS 收益为11.20元人民币，同比下降38% ，低于分析师预期的12.37元 京东净亏损为28亿元人民币，普通股股东可分配的非公认会计准则净利润为50亿元人民币(合8亿美元) ，高于分析师预期的32.64亿元人民币。2021年第三季度每份 ADS 的摊薄净亏损为1.81元人民币，非公认会计准则2021年第三季度每股 ADS 摊薄净利润为3.16元人民币，高于分析师预期的1.998元人民币。 来看看两者的用户增速 阿里巴巴全球年度活跃消费者达到约12.4亿，全球消费者单季增长6200万，其中包括中国的9.53亿消费者和海外的2.85亿消费者 京东第三季度年度活跃用户帐户5.522亿，同比增长25%，分析师预估5.568亿。 最后来看一下两者的分析师评级 安信证券给予阿里买入评级，预计受到疫情、洪水等因素影响，国内消费表现疲软，阿里的核心电商业务会有所放缓；此外受到在线教育整改，以及大客户","listText":"今天盘前，2只电商龙头阿里巴巴和京东纷纷发布财报，阿里pk京东，你更看好谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。 首先对比一下这两家的营收增速 阿里巴巴3季度营收2006.9亿元人民币，同比增长29%，低于分析师预期的2061.7亿元人民币。若不考虑合并高鑫零售的影响，营收为人民币1804亿元（约合280亿美元），同比增长16%。 京东3季度营收2187亿元人民币，同比增长25.5%，超过市场预估2157亿元人民币。 （京东是B2C，发生交易，其流水就会记入营收；阿里巴巴是作为平台，依靠广告、技术服务、佣金等收入，交易流水并不记入营业收入。） 来看看两者的盈利情况 阿里巴巴净利润为33.77亿元人民币(5.24亿美元)。非会计准则净利润为285.24亿元人民币(合44.27亿美元) ，同比下降39% ，低于分析师预期的332亿元人民币。非会计准则稀释后的每股 ADS 收益为11.20元人民币，同比下降38% ，低于分析师预期的12.37元 京东净亏损为28亿元人民币，普通股股东可分配的非公认会计准则净利润为50亿元人民币(合8亿美元) ，高于分析师预期的32.64亿元人民币。2021年第三季度每份 ADS 的摊薄净亏损为1.81元人民币，非公认会计准则2021年第三季度每股 ADS 摊薄净利润为3.16元人民币，高于分析师预期的1.998元人民币。 来看看两者的用户增速 阿里巴巴全球年度活跃消费者达到约12.4亿，全球消费者单季增长6200万，其中包括中国的9.53亿消费者和海外的2.85亿消费者 京东第三季度年度活跃用户帐户5.522亿，同比增长25%，分析师预估5.568亿。 最后来看一下两者的分析师评级 安信证券给予阿里买入评级，预计受到疫情、洪水等因素影响，国内消费表现疲软，阿里的核心电商业务会有所放缓；此外受到在线教育整改，以及大客户","text":"今天盘前，2只电商龙头阿里巴巴和京东纷纷发布财报，阿里pk京东，你更看好谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。 首先对比一下这两家的营收增速 阿里巴巴3季度营收2006.9亿元人民币，同比增长29%，低于分析师预期的2061.7亿元人民币。若不考虑合并高鑫零售的影响，营收为人民币1804亿元（约合280亿美元），同比增长16%。 京东3季度营收2187亿元人民币，同比增长25.5%，超过市场预估2157亿元人民币。 （京东是B2C，发生交易，其流水就会记入营收；阿里巴巴是作为平台，依靠广告、技术服务、佣金等收入，交易流水并不记入营业收入。） 来看看两者的盈利情况 阿里巴巴净利润为33.77亿元人民币(5.24亿美元)。非会计准则净利润为285.24亿元人民币(合44.27亿美元) ，同比下降39% ，低于分析师预期的332亿元人民币。非会计准则稀释后的每股 ADS 收益为11.20元人民币，同比下降38% ，低于分析师预期的12.37元 京东净亏损为28亿元人民币，普通股股东可分配的非公认会计准则净利润为50亿元人民币(合8亿美元) ，高于分析师预期的32.64亿元人民币。2021年第三季度每份 ADS 的摊薄净亏损为1.81元人民币，非公认会计准则2021年第三季度每股 ADS 摊薄净利润为3.16元人民币，高于分析师预期的1.998元人民币。 来看看两者的用户增速 阿里巴巴全球年度活跃消费者达到约12.4亿，全球消费者单季增长6200万，其中包括中国的9.53亿消费者和海外的2.85亿消费者 京东第三季度年度活跃用户帐户5.522亿，同比增长25%，分析师预估5.568亿。 最后来看一下两者的分析师评级 安信证券给予阿里买入评级，预计受到疫情、洪水等因素影响，国内消费表现疲软，阿里的核心电商业务会有所放缓；此外受到在线教育整改，以及大客户","images":[{"img":"https://static.tigerbbs.com/08d7f7d97f6e0cdf31fc532f07d9861c","width":"1918","height":"821"},{"img":"https://static.tigerbbs.com/b3c04cd5537fbfc1e5f00a0fb6b1768d","width":"2704","height":"1668"},{"img":"https://static.tigerbbs.com/9d72e632aae9c66e46088240c4af3268","width":"1918","height":"821"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876005915","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1609,"gmtBegin":1637241361886,"gmtEnd":1637586912594,"type":1,"upper":1,"title":"阿里PK京东，你更看好谁？","choices":[{"id":5903,"sort":1,"name":"看好阿里巴巴","userSize":288,"voted":false},{"id":5904,"sort":2,"name":"看好京东","userSize":270,"voted":false},{"id":5905,"sort":3,"name":"都不看好","userSize":89,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878534819,"gmtCreate":1637205021131,"gmtModify":1637205021367,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> <a href=\"https://laohu8.com/S/600276\">$Jiangsu Hengrui Pharmaceuticals Co.,Ltd(600276)$</a> looking at buying the dip","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> <a href=\"https://laohu8.com/S/600276\">$Jiangsu Hengrui Pharmaceuticals Co.,Ltd(600276)$</a> looking at buying the dip","text":"$Tiger Brokers(TIGR)$ $Jiangsu Hengrui Pharmaceuticals Co.,Ltd(600276)$ looking at buying the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878534819","repostId":"878530482","repostType":1,"repost":{"id":878530482,"gmtCreate":1637204151243,"gmtModify":1637205157556,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🔥【11月18日】抗疫概念股逆市大涨！Rivian重挫15%！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18日讯，港股三大指数大幅低开，恒指跌1.09%报25369点，国指跌1.28%报9075点，恒生科技指数跌1.89%报6546点。盘面上，大型科技股普遍低开，<a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 绩后大跌10.3%、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 绩后大跌近7%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等均有跌幅；昨日强势的教育股、光伏股普遍回调，中教控股跌超3%，银行股、重型机械股普跌，内房股涨跌各异，体育用品股走强明显，燃气股、乳制品股、电力股多数上涨。 恒大清仓！","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18日讯，港股三大指数大幅低开，恒指跌1.09%报25369点，国指跌1.28%报9075点，恒生科技指数跌1.89%报6546点。盘面上，大型科技股普遍低开，<a target=\"_blank\" href=\"https://laohu8.com/S/09626\">$哔哩哔哩-SW(09626)$</a> 绩后大跌10.3%、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 绩后大跌近7%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌4%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 等均有跌幅；昨日强势的教育股、光伏股普遍回调，中教控股跌超3%，银行股、重型机械股普跌，内房股涨跌各异，体育用品股走强明显，燃气股、乳制品股、电力股多数上涨。 恒大清仓！","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18日讯，港股三大指数大幅低开，恒指跌1.09%报25369点，国指跌1.28%报9075点，恒生科技指数跌1.89%报6546点。盘面上，大型科技股普遍低开，$哔哩哔哩-SW(09626)$ 绩后大跌10.3%、$百度集团-SW(09888)$ 绩后大跌近7%，$阿里巴巴-SW(09988)$ 跌4%，$京东集团-SW(09618)$ 跌超3%，$美团-W(03690)$ 、$快手-W(01024)$ 、$腾讯控股(00700)$ 等均有跌幅；昨日强势的教育股、光伏股普遍回调，中教控股跌超3%，银行股、重型机械股普跌，内房股涨跌各异，体育用品股走强明显，燃气股、乳制品股、电力股多数上涨。 恒大清仓！","images":[{"img":"https://static.tigerbbs.com/3e454a91e0fff950506d54ebd1b45ffc","width":"266","height":"190"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878530482","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878200757,"gmtCreate":1637193884479,"gmtModify":1637193884743,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> has been proven to be the best thus far. It is the Safest bet but Vaulation is too high in my view","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> has been proven to be the best thus far. It is the Safest bet but Vaulation is too high in my view","text":"$Tesla Motors(TSLA)$ has been proven to be the best thus far. It is the Safest bet but Vaulation is too high in my view","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878200757","repostId":"878072557","repostType":1,"repost":{"id":878072557,"gmtCreate":1637130715776,"gmtModify":1637139554905,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"EVs Stocks Are Racing🏎️. Which Ones Are the Best Bets?","htmlText":"EV stocks are in vogue today🔥, as it seems the majority of EV names are all accelerating to the upside.&nbsp;📈 Here are some strong EVs… <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Tesla&nbsp;trucked ahead 4.08% and closed back above $1K at $1,054.73.This boost comes just a day after Elon Musk sold another 934,091 shares — he exercised his options to acquire 2.1 million shares for $6.24/share on Monday. Despite Elon’s share dump,&nbsp;Tesla&nbsp;is hanging in there, +49.3%. <a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> Rivian Automotive&nbsp;rushed 15.16% to all-time highs.&nbsp;The fresh IPO has registered gains every day since its public debut.&nbsp;Rivian&nbsp;is up over 120% since IPO and has a market cap of&amp;nbs","listText":"EV stocks are in vogue today🔥, as it seems the majority of EV names are all accelerating to the upside.&nbsp;📈 Here are some strong EVs… <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> Tesla&nbsp;trucked ahead 4.08% and closed back above $1K at $1,054.73.This boost comes just a day after Elon Musk sold another 934,091 shares — he exercised his options to acquire 2.1 million shares for $6.24/share on Monday. Despite Elon’s share dump,&nbsp;Tesla&nbsp;is hanging in there, +49.3%. <a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> Rivian Automotive&nbsp;rushed 15.16% to all-time highs.&nbsp;The fresh IPO has registered gains every day since its public debut.&nbsp;Rivian&nbsp;is up over 120% since IPO and has a market cap of&amp;nbs","text":"EV stocks are in vogue today🔥, as it seems the majority of EV names are all accelerating to the upside. 📈 Here are some strong EVs… $Tesla Motors(TSLA)$ Tesla trucked ahead 4.08% and closed back above $1K at $1,054.73.This boost comes just a day after Elon Musk sold another 934,091 shares — he exercised his options to acquire 2.1 million shares for $6.24/share on Monday. Despite Elon’s share dump, Tesla is hanging in there, +49.3%. $Rivian Automotive, Inc.(RIVN)$ Rivian Automotive rushed 15.16% to all-time highs. The fresh IPO has registered gains every day since its public debut. Rivian is up over 120% since IPO and has a market cap of&nbs","images":[{"img":"https://static.tigerbbs.com/6b5cbd84bdaf63285b619f4638d4b354","width":"1011","height":"595"},{"img":"https://static.tigerbbs.com/e6d8c717bf3545326958595b651548a4","width":"1007","height":"609"},{"img":"https://static.tigerbbs.com/c548069a00efe71ddf97f5444f08340b","width":"1006","height":"600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878072557","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878065677,"gmtCreate":1637125884399,"gmtModify":1637125932559,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Unity has been kind to me. My strong believe on this stock based on the company strong value and foundation has resulted in the 100% gain","listText":"Unity has been kind to me. My strong believe on this stock based on the company strong value and foundation has resulted in the 100% gain","text":"Unity has been kind to me. My strong believe on this stock based on the company strong value and foundation has resulted in the 100% gain","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878065677","repostId":"871846671","repostType":1,"repost":{"id":871846671,"gmtCreate":1637056018890,"gmtModify":1637911014436,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【年终活动】第四届“金蛋奖”开始啦，2021这只票我赚最多！","htmlText":"时间过得好快啊，又到了举办“金蛋奖”的时刻啦~！ 老规矩，先给大家介绍一下，啥是“金蛋奖”？ 就是： 在本文评论区留言，晒出2021你最得意、赚钱最多那只票！然后抽大奖！ 那么，大家还记得，往届最让我们最赚钱的股票是什么吗？ 来回忆一下吧，往届TOP&nbsp;3： 2018年，<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ； 2019年，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ; 2020年，<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 2021年，？？？ 好啦~接下来大家就快快晒单、留言，参与活动吧！","listText":"时间过得好快啊，又到了举办“金蛋奖”的时刻啦~！ 老规矩，先给大家介绍一下，啥是“金蛋奖”？ 就是： 在本文评论区留言，晒出2021你最得意、赚钱最多那只票！然后抽大奖！ 那么，大家还记得，往届最让我们最赚钱的股票是什么吗？ 来回忆一下吧，往届TOP&nbsp;3： 2018年，<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> ； 2019年，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ; 2020年，<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 2021年，？？？ 好啦~接下来大家就快快晒单、留言，参与活动吧！","text":"时间过得好快啊，又到了举办“金蛋奖”的时刻啦~！ 老规矩，先给大家介绍一下，啥是“金蛋奖”？ 就是： 在本文评论区留言，晒出2021你最得意、赚钱最多那只票！然后抽大奖！ 那么，大家还记得，往届最让我们最赚钱的股票是什么吗？ 来回忆一下吧，往届TOP 3： 2018年，$拼多多(PDD)$ 、$特斯拉(TSLA)$ 、$AMD(AMD)$ ； 2019年，$美团-W(03690)$ 、$拼多多(PDD)$ 、$苹果(AAPL)$ ; 2020年，$蔚来(NIO)$ 、$优步(UBER)$ 、$特斯拉(TSLA)$ 2021年，？？？ 好啦~接下来大家就快快晒单、留言，参与活动吧！","images":[{"img":"https://static.tigerbbs.com/7e725853a338746119b3ca2faa4c2bf3","width":"551","height":"404"},{"img":"https://static.tigerbbs.com/a3d465aba898f819d183bed5c413a2ef","width":"1088","height":"754"},{"img":"https://static.tigerbbs.com/b56d1364489aaafc34e363d2b2b842a8","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871846671","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842147728,"gmtCreate":1636158671601,"gmtModify":1636158672465,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Will the 3Q result be reasonable good :)","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Will the 3Q result be reasonable good :)","text":"$Palantir Technologies Inc.(PLTR)$Will the 3Q result be reasonable good :)","images":[{"img":"https://static.tigerbbs.com/1e6e9e882b26c8210d4b35d6f055eae8","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842147728","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":846531587,"gmtCreate":1636094330049,"gmtModify":1636094330944,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUYA\">$Tuya Inc.(TUYA)$</a> <a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> good time to eyeball both stock","listText":"<a href=\"https://laohu8.com/S/TUYA\">$Tuya Inc.(TUYA)$</a> <a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a> good time to eyeball both stock","text":"$Tuya Inc.(TUYA)$ $Tiger Brokers(TIGR)$ good time to eyeball both stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846531587","repostId":"846640431","repostType":1,"repost":{"id":846640431,"gmtCreate":1636080635119,"gmtModify":1636081533720,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【11月5日】科技股闻鸽起舞，中概股大多下滑，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5日讯，港股三大指数低开，恒指跌1.09%报24950点，国指跌0.93点报8870点，恒生科技指数跌1.25%报6295点。 盘面上，大型科技股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超2%；在线教育股大跌，<a target=\"_blank\" href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01769\">$思考乐教育(01769)$</a> 教育大跌超10%；隔夜美股抗疫概念股普跌，带动港股生物科技股下挫，<a target=\"_blank\" href=\"https://laohu8.com/S/06185\">$康希诺生物—B(06185)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 跌近4%，煤炭股、燃气股、汽车股、保险股多数走低，<a target=\"_blank\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 跌超2%。另一方面，光伏股走高，","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5日讯，港股三大指数低开，恒指跌1.09%报24950点，国指跌0.93点报8870点，恒生科技指数跌1.25%报6295点。 盘面上，大型科技股普跌，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 跌超2%；在线教育股大跌，<a target=\"_blank\" href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01769\">$思考乐教育(01769)$</a> 教育大跌超10%；隔夜美股抗疫概念股普跌，带动港股生物科技股下挫，<a target=\"_blank\" href=\"https://laohu8.com/S/06185\">$康希诺生物—B(06185)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 跌近4%，煤炭股、燃气股、汽车股、保险股多数走低，<a target=\"_blank\" href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 跌超2%。另一方面，光伏股走高，","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5日讯，港股三大指数低开，恒指跌1.09%报24950点，国指跌0.93点报8870点，恒生科技指数跌1.25%报6295点。 盘面上，大型科技股普跌，$美团-W(03690)$ 、$京东集团-SW(09618)$ 、$阿里巴巴-SW(09988)$ 跌超2%；在线教育股大跌，$新东方在线(01797)$ 、$思考乐教育(01769)$ 教育大跌超10%；隔夜美股抗疫概念股普跌，带动港股生物科技股下挫，$康希诺生物—B(06185)$ 、$药明生物(02269)$ 跌近4%，煤炭股、燃气股、汽车股、保险股多数走低，$吉利汽车(00175)$ 跌超2%。另一方面，光伏股走高，","images":[{"img":"https://static.tigerbbs.com/b896f066881f33efce60089cfa3863f0","width":"240","height":"240"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846640431","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848279266,"gmtCreate":1636007153155,"gmtModify":1636007154107,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"The first stock i brought is <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> . i was very nervous and not really sure at what price i should go in eventhought it was during 2021 March where price are already low","listText":"The first stock i brought is <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> . i was very nervous and not really sure at what price i should go in eventhought it was during 2021 March where price are already low","text":"The first stock i brought is $Palantir Technologies Inc.(PLTR)$ . i was very nervous and not really sure at what price i should go in eventhought it was during 2021 March where price are already low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848279266","repostId":"848674136","repostType":1,"repost":{"id":848674136,"gmtCreate":1635998069923,"gmtModify":1636443816657,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"Do You Remember Your First Trading Experience?","htmlText":"Hi&nbsp;Tigers!&nbsp; Today&nbsp;we&nbsp;are&nbsp;talking&nbsp;about&nbsp;the&nbsp;way&nbsp;to&nbsp;get&nbsp;rich...🤑🤑🤑 Do You Remember Your First Trading Experience?&nbsp; When?&nbsp;&nbsp;Which&nbsp;stock?&nbsp;&nbsp;Gain&nbsp;or&nbsp;loss? Share your experience with us and you may be rewarded with Tiger Coins💸💸💸 We&nbsp;want&nbsp;to&nbsp;hear&nbsp;your&nbsp;story!&nbsp;👂👂👂","listText":"Hi&nbsp;Tigers!&nbsp; Today&nbsp;we&nbsp;are&nbsp;talking&nbsp;about&nbsp;the&nbsp;way&nbsp;to&nbsp;get&nbsp;rich...🤑🤑🤑 Do You Remember Your First Trading Experience?&nbsp; When?&nbsp;&nbsp;Which&nbsp;stock?&nbsp;&nbsp;Gain&nbsp;or&nbsp;loss? Share your experience with us and you may be rewarded with Tiger Coins💸💸💸 We&nbsp;want&nbsp;to&nbsp;hear&nbsp;your&nbsp;story!&nbsp;👂👂👂","text":"Hi Tigers! Today we are talking about the way to get rich...🤑🤑🤑 Do You Remember Your First Trading Experience? When? Which stock? Gain or loss? Share your experience with us and you may be rewarded with Tiger Coins💸💸💸 We want to hear your story! 👂👂👂","images":[{"img":"https://static.tigerbbs.com/48e7f25d251f6a3b8e9586bad1020a23","width":"500","height":"375"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848674136","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848247463,"gmtCreate":1636007022752,"gmtModify":1636007023668,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Yes. US stocks have the market And it allow us traders to trade in different stock sectors. There will be up and down in the market and it is up to individual comfort level","listText":"Yes. US stocks have the market And it allow us traders to trade in different stock sectors. There will be up and down in the market and it is up to individual comfort level","text":"Yes. US stocks have the market And it allow us traders to trade in different stock sectors. There will be up and down in the market and it is up to individual comfort level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848247463","repostId":"848254008","repostType":1,"repost":{"id":848254008,"gmtCreate":1636005566300,"gmtModify":1636020383271,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"美新股涨疯了！环保鞋Allbirds首日暴涨92%！","htmlText":"Allbirds 女士桉树鞋 售价829￥ <a target=\"_blank\" href=\"https://laohu8.com/S/BIRD\">$Allbirds, Inc.(BIRD)$</a> 创立于2014年，总部位于美国加州旧金山，专门制造环保羊毛鞋，号称专注于天然材料、制造最可持续的鞋、专为日常生活而设计。由于主打环保、舒适，一下在美国成为网红鞋，就连奥巴马和小李子都是它忠实的用户。 于是，这样一家企业在昨日上市了，首日暴涨92.6%！市值达到41.35亿美元：去年Allbirds的营收为2.2亿美元，虽然与<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a> 的445.38亿美元相比是微不足道的。但是，Allbirds拥有高达31.8%的年复合增长率，而耐克仅为6.7%。或许，正是由于它高速的增长率，才使得上市首日迎来了资金的炒作吧。 值得注意的是，除了Allbirds外，近期美股新股表现十分优异。 制药公司<a target=\"_blank\" href=\"https://laohu8.com/S/XRTX\">$XORTX Therapeutics Inc.(XRTX)$</a>咖啡连锁<a target=\"_blank\" href=\"https://laohu8.com/S/BROS\">$Dutch Bros Inc.(BROS)$</a>博彩公司<a target=\"_blank\" href=\"https://laohu8.com/S/GAMB\">$Gambling.com Group Limited(GAMB)$</a>等等。 …… 最后，大家聊一聊： 你是否看好近期的美股打新？会参与吗？ 是否看好Allbirds等美股次新股的行情？ 精彩留言用户可获得888社区积分噢！","listText":"Allbirds 女士桉树鞋 售价829￥ <a target=\"_blank\" href=\"https://laohu8.com/S/BIRD\">$Allbirds, Inc.(BIRD)$</a> 创立于2014年，总部位于美国加州旧金山，专门制造环保羊毛鞋，号称专注于天然材料、制造最可持续的鞋、专为日常生活而设计。由于主打环保、舒适，一下在美国成为网红鞋，就连奥巴马和小李子都是它忠实的用户。 于是，这样一家企业在昨日上市了，首日暴涨92.6%！市值达到41.35亿美元：去年Allbirds的营收为2.2亿美元，虽然与<a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a> 的445.38亿美元相比是微不足道的。但是，Allbirds拥有高达31.8%的年复合增长率，而耐克仅为6.7%。或许，正是由于它高速的增长率，才使得上市首日迎来了资金的炒作吧。 值得注意的是，除了Allbirds外，近期美股新股表现十分优异。 制药公司<a target=\"_blank\" href=\"https://laohu8.com/S/XRTX\">$XORTX Therapeutics Inc.(XRTX)$</a>咖啡连锁<a target=\"_blank\" href=\"https://laohu8.com/S/BROS\">$Dutch Bros Inc.(BROS)$</a>博彩公司<a target=\"_blank\" href=\"https://laohu8.com/S/GAMB\">$Gambling.com Group Limited(GAMB)$</a>等等。 …… 最后，大家聊一聊： 你是否看好近期的美股打新？会参与吗？ 是否看好Allbirds等美股次新股的行情？ 精彩留言用户可获得888社区积分噢！","text":"Allbirds 女士桉树鞋 售价829￥ $Allbirds, Inc.(BIRD)$ 创立于2014年，总部位于美国加州旧金山，专门制造环保羊毛鞋，号称专注于天然材料、制造最可持续的鞋、专为日常生活而设计。由于主打环保、舒适，一下在美国成为网红鞋，就连奥巴马和小李子都是它忠实的用户。 于是，这样一家企业在昨日上市了，首日暴涨92.6%！市值达到41.35亿美元：去年Allbirds的营收为2.2亿美元，虽然与$耐克(NKE)$ 的445.38亿美元相比是微不足道的。但是，Allbirds拥有高达31.8%的年复合增长率，而耐克仅为6.7%。或许，正是由于它高速的增长率，才使得上市首日迎来了资金的炒作吧。 值得注意的是，除了Allbirds外，近期美股新股表现十分优异。 制药公司$XORTX Therapeutics Inc.(XRTX)$咖啡连锁$Dutch Bros Inc.(BROS)$博彩公司$Gambling.com Group Limited(GAMB)$等等。 …… 最后，大家聊一聊： 你是否看好近期的美股打新？会参与吗？ 是否看好Allbirds等美股次新股的行情？ 精彩留言用户可获得888社区积分噢！","images":[{"img":"https://static.tigerbbs.com/0d53101de92be3d4c7a296aeb876af5b","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/2ed55368318658fcd6ef89c046bac429","width":"1100","height":"574"},{"img":"https://static.tigerbbs.com/e39939b5822047785d024f1457abda28","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848254008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848119495,"gmtCreate":1635982799029,"gmtModify":1635982799962,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Waiting for this to fly and raise to 30","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Waiting for this to fly and raise to 30","text":"$Palantir Technologies Inc.(PLTR)$Waiting for this to fly and raise to 30","images":[{"img":"https://static.tigerbbs.com/5dc9412936721b1674e5a66bbf188a07","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848119495","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848110073,"gmtCreate":1635982724992,"gmtModify":1635982725947,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Go go","listText":"Go go","text":"Go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848110073","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":605402849,"gmtCreate":1639203601233,"gmtModify":1639286896484,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"My first&nbsp;2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger&nbsp;community.My biggest loss thus far would be <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the&nbsp;most happy and confident investment will be <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> I think I will continue to buy in and hold this stock for a very","listText":"My first&nbsp;2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger&nbsp;community.My biggest loss thus far would be <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the&nbsp;most happy and confident investment will be <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> I think I will continue to buy in and hold this stock for a very","text":"My first 2021 Investment ResumptionI started investing in March 21 one year after COVID19 happened. This period gave me time to really take a serious look into stock investment. I’m happy to said that this journeythus far is awesome and I have learned a lotfrom people in this tiger community.My biggest loss thus far would be $Alibaba(BABA)$while it is still a paper loss as I am still keeping the stock. Currently I am still confident with Alibaba as their fundamental haven’t really change and still expanding. Will continue to hold for 2022 unless things changedI think for the most happy and confident investment will be $Apple(AAPL)$ I think I will continue to buy in and hold this stock for a very","images":[{"img":"https://static.tigerbbs.com/343e7c762ec1840dafaa48a665b8814b","width":"1125","height":"2436"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":18,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/605402849","isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000296","authorId":"9000000000000296","name":"互联网第N代","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000296","idStr":"9000000000000296"},"content":"My holding cost of Apple is about the same as yours. I am around $124, but I haven't held it for that long. I plan to buy again in the near future if there is a pullback, because I think the price of Apple will reach $200.","text":"My holding cost of Apple is about the same as yours. I am around $124, but I haven't held it for that long. I plan to buy again in the near future if there is a pullback, because I think the price of Apple will reach $200.","html":"My holding cost of Apple is about the same as yours. I am around $124, but I haven't held it for that long. I plan to buy again in the near future if there is a pullback, because I think the price of Apple will reach $200."}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":199358409,"gmtCreate":1620687814701,"gmtModify":1631892920116,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>waiting for the earning result [What]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>waiting for the earning result [What]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$waiting for the earning result [What]","images":[{"img":"https://static.tigerbbs.com/d49fd3b8a148654d328ce9ecf5f984aa","width":"1125","height":"1949"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":22,"repostSize":0,"link":"https://laohu8.com/post/199358409","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":107257983,"gmtCreate":1620517116042,"gmtModify":1631892920114,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Brought additional&nbsp;position for long term","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Brought additional&nbsp;position for long term","text":"$Palantir Technologies Inc.(PLTR)$Brought additional position for long term","images":[{"img":"https://static.tigerbbs.com/8d41d58799353c4095eaeabf81c5e1f9","width":"1125","height":"1949"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/107257983","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":196117477,"gmtCreate":1621036140999,"gmtModify":1631884931985,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>On road to recovery [Smart]&nbsp;it’s a matter of when only. Like and comment please","listText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>On road to recovery [Smart]&nbsp;it’s a matter of when only. Like and comment please","text":"$Exxon Mobil(XOM)$On road to recovery [Smart] it’s a matter of when only. Like and comment please","images":[{"img":"https://static.tigerbbs.com/55671394d3d9530c5596692bbed2c71f","width":"1125","height":"1949"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/196117477","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576919464170838","authorId":"3576919464170838","name":"刘丙才","avatar":"https://static.tigerbbs.com/84f535619dee99f8c330b8b84d678bea","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576919464170838","idStr":"3576919464170838"},"content":"剩了，好羡慕你呀！","text":"剩了，好羡慕你呀！","html":"剩了，好羡慕你呀！"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":164445182,"gmtCreate":1624234775046,"gmtModify":1631892920118,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Will it break 28&nbsp;this week? Or giving me a chance to buy more.","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Will it break 28&nbsp;this week? Or giving me a chance to buy more.","text":"$Palantir Technologies Inc.(PLTR)$Will it break 28 this week? Or giving me a chance to buy more.","images":[{"img":"https://static.tigerbbs.com/84819a80e85d45a664abef53953e908b","width":"1125","height":"1949"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/164445182","isVote":1,"tweetType":1,"viewCount":923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":195235174,"gmtCreate":1621296513498,"gmtModify":1631883799852,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"For sharing. Like &amp; comment <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>","listText":"For sharing. Like &amp; comment <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a><a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>","text":"For sharing. Like & comment $Palantir Technologies Inc.(PLTR)$$Unity Software Inc.(U)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/195235174","repostId":"195233588","repostType":1,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193624099,"gmtCreate":1620785859211,"gmtModify":1631883799986,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Good read and sharing tks Like Please <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>","listText":"Good read and sharing tks Like Please <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> <a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>","text":"Good read and sharing tks Like Please $Palantir Technologies Inc.(PLTR)$ $Apple(AAPL)$ $Unity Software Inc.(U)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/193624099","repostId":"193687521","repostType":1,"repost":{"id":193687521,"gmtCreate":1620784487663,"gmtModify":1620802590891,"author":{"id":"236893819455216","authorId":"236893819455216","name":"Gentle麦克斯","avatar":"https://static.tigerbbs.com/6b4fb5bfe7e696b8a12af76d618e75a0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"236893819455216","idStr":"236893819455216"},"themes":[],"title":"自己手上的股票下跌该怎么办？","htmlText":"这几个月由于市场的调整，很多小伙伴都面临账户的缩水，有的甚至连软件也删除了，社区里大家也都没那么活跃了。 这是正常现象， 在牛市里大家欢喜雀跃，恨不得连周末也开市，而熊市里都不敢看账户。 也有些小伙伴会有疑问，之前手上的个股都在跌， 我该怎么办？其实关于投资方法论的文章，之前写过好几篇，今天再跟大家聊聊这个话题。 无论是价值投资还是成长股投资， 从投资期限来看都可以分为趋势投资和长期投资。 那么对于自己用于投资的资金，肯定每个人心理会有个计划，是短期炒一波要走的，还是长期不用的资金， 在交易方法上肯定也是不同的。 在去年行情好的时候， 有很多新的投资者进来，在这里面大部分是趋势交易者。 去年也写了很多文章关于趋势交易，比如如何看消息面， 技术图形如何寻找买卖时机， 如何设置止损等等。去年我们运用期权的方法，做了很好的杠杆收益，在新年的开篇，我也提到2021年尽量不要使用期权。 那么如果你明确了自己是属于短期趋势交易者，又遵循了交易原则， 这几个月股价的下跌可能跟你也没有关系了， 因为你早早已经被动止损离场了。&nbsp;然后剩下的投资者就是可以长期持有股票的投资者， 或者不清楚自己是什么交易逻辑的投资者， 这段时间特别是近2个多月来跟大家聊的个股也好，宏观环境也好都是针对于这些小伙伴的。既然选择长期主义，那就需要摒弃一些不必要的杂音。对于股票投资，就好比是学生参加考试，考试的成绩好坏是由学生的学习能力，考试难度和发挥的状态决定的， 对应投资成绩的好坏是由基本面（经济），流动性（政策），情绪（市场） 这三方面决定的。 所以你看这段时间经济的基本面在转好， 流动性政策也没有放松，变化的是市场的情绪， 对未来政策变化的担忧，悲观的情绪会影响考生的发挥状态， 所以短期大家的成绩都不太好。然而对于长期投资来讲，短期的市场情绪对长期投资的结果影响很小， 而政策流动性不是个人投资者能够左","listText":"这几个月由于市场的调整，很多小伙伴都面临账户的缩水，有的甚至连软件也删除了，社区里大家也都没那么活跃了。 这是正常现象， 在牛市里大家欢喜雀跃，恨不得连周末也开市，而熊市里都不敢看账户。 也有些小伙伴会有疑问，之前手上的个股都在跌， 我该怎么办？其实关于投资方法论的文章，之前写过好几篇，今天再跟大家聊聊这个话题。 无论是价值投资还是成长股投资， 从投资期限来看都可以分为趋势投资和长期投资。 那么对于自己用于投资的资金，肯定每个人心理会有个计划，是短期炒一波要走的，还是长期不用的资金， 在交易方法上肯定也是不同的。 在去年行情好的时候， 有很多新的投资者进来，在这里面大部分是趋势交易者。 去年也写了很多文章关于趋势交易，比如如何看消息面， 技术图形如何寻找买卖时机， 如何设置止损等等。去年我们运用期权的方法，做了很好的杠杆收益，在新年的开篇，我也提到2021年尽量不要使用期权。 那么如果你明确了自己是属于短期趋势交易者，又遵循了交易原则， 这几个月股价的下跌可能跟你也没有关系了， 因为你早早已经被动止损离场了。&nbsp;然后剩下的投资者就是可以长期持有股票的投资者， 或者不清楚自己是什么交易逻辑的投资者， 这段时间特别是近2个多月来跟大家聊的个股也好，宏观环境也好都是针对于这些小伙伴的。既然选择长期主义，那就需要摒弃一些不必要的杂音。对于股票投资，就好比是学生参加考试，考试的成绩好坏是由学生的学习能力，考试难度和发挥的状态决定的， 对应投资成绩的好坏是由基本面（经济），流动性（政策），情绪（市场） 这三方面决定的。 所以你看这段时间经济的基本面在转好， 流动性政策也没有放松，变化的是市场的情绪， 对未来政策变化的担忧，悲观的情绪会影响考生的发挥状态， 所以短期大家的成绩都不太好。然而对于长期投资来讲，短期的市场情绪对长期投资的结果影响很小， 而政策流动性不是个人投资者能够左","text":"这几个月由于市场的调整，很多小伙伴都面临账户的缩水，有的甚至连软件也删除了，社区里大家也都没那么活跃了。 这是正常现象， 在牛市里大家欢喜雀跃，恨不得连周末也开市，而熊市里都不敢看账户。 也有些小伙伴会有疑问，之前手上的个股都在跌， 我该怎么办？其实关于投资方法论的文章，之前写过好几篇，今天再跟大家聊聊这个话题。 无论是价值投资还是成长股投资， 从投资期限来看都可以分为趋势投资和长期投资。 那么对于自己用于投资的资金，肯定每个人心理会有个计划，是短期炒一波要走的，还是长期不用的资金， 在交易方法上肯定也是不同的。 在去年行情好的时候， 有很多新的投资者进来，在这里面大部分是趋势交易者。 去年也写了很多文章关于趋势交易，比如如何看消息面， 技术图形如何寻找买卖时机， 如何设置止损等等。去年我们运用期权的方法，做了很好的杠杆收益，在新年的开篇，我也提到2021年尽量不要使用期权。 那么如果你明确了自己是属于短期趋势交易者，又遵循了交易原则， 这几个月股价的下跌可能跟你也没有关系了， 因为你早早已经被动止损离场了。 然后剩下的投资者就是可以长期持有股票的投资者， 或者不清楚自己是什么交易逻辑的投资者， 这段时间特别是近2个多月来跟大家聊的个股也好，宏观环境也好都是针对于这些小伙伴的。既然选择长期主义，那就需要摒弃一些不必要的杂音。对于股票投资，就好比是学生参加考试，考试的成绩好坏是由学生的学习能力，考试难度和发挥的状态决定的， 对应投资成绩的好坏是由基本面（经济），流动性（政策），情绪（市场） 这三方面决定的。 所以你看这段时间经济的基本面在转好， 流动性政策也没有放松，变化的是市场的情绪， 对未来政策变化的担忧，悲观的情绪会影响考生的发挥状态， 所以短期大家的成绩都不太好。然而对于长期投资来讲，短期的市场情绪对长期投资的结果影响很小， 而政策流动性不是个人投资者能够左","images":[{"img":"https://static.tigerbbs.com/2dbddc06b2115a4c9c7902b8d16689ae","width":"688","height":"349"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193687521","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":136372453,"gmtCreate":1621996808172,"gmtModify":1631892920121,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>good recovery from May period. Gotten more and more contracts [Cool]&nbsp;like and comment please","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>good recovery from May period. Gotten more and more contracts [Cool]&nbsp;like and comment please","text":"$Palantir Technologies Inc.(PLTR)$good recovery from May period. Gotten more and more contracts [Cool] like and comment please","images":[{"img":"https://static.tigerbbs.com/5f755fa684d5484b26cc39c15822ca26","width":"1125","height":"3567"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/136372453","isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":196644782,"gmtCreate":1621052092846,"gmtModify":1631892920105,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy for long term sake or better looking at other stocks [Glance]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>buy for long term sake or better looking at other stocks [Glance]&nbsp;","text":"$Alibaba(BABA)$buy for long term sake or better looking at other stocks [Glance]","images":[{"img":"https://static.tigerbbs.com/4767024b3d124b67ae773f2e4f73db19","width":"1125","height":"3567"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/196644782","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130539565,"gmtCreate":1621556017457,"gmtModify":1631884931948,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>Those who miss this previous can consider before it take off again[Grin]&nbsp; like and comment please","listText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>Those who miss this previous can consider before it take off again[Grin]&nbsp; like and comment please","text":"$Exxon Mobil(XOM)$Those who miss this previous can consider before it take off again[Grin] like and comment please","images":[{"img":"https://static.tigerbbs.com/5a9af25814f0cccb66244ee4284581b8","width":"1125","height":"1949"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/130539565","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":120521790,"gmtCreate":1624328477910,"gmtModify":1631884931639,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>with oil estimated to reach $100 per barrel early next year. I see growth [USD]&nbsp;[USD]&nbsp;[Wow]&nbsp;","listText":"<a href=\"https://laohu8.com/S/XOM\">$Exxon Mobil(XOM)$</a>with oil estimated to reach $100 per barrel early next year. I see growth [USD]&nbsp;[USD]&nbsp;[Wow]&nbsp;","text":"$Exxon Mobil(XOM)$with oil estimated to reach $100 per barrel early next year. I see growth [USD] [USD] [Wow]","images":[{"img":"https://static.tigerbbs.com/6c9b0d15c23a5c6d16f7d1fb3b6e2b60","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/120521790","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087287315449870","authorId":"4087287315449870","name":"texclamtr","avatar":"https://static.tigerbbs.com/a7e466023174c1cd5d86762f174624f2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4087287315449870","idStr":"4087287315449870"},"content":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","html":"这篇文章不错，转发给大家看看"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":110056495,"gmtCreate":1622418655817,"gmtModify":1631892920131,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>good&nbsp;long term outlook&nbsp;to the moon. Comment and like please [Lovely]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>good&nbsp;long term outlook&nbsp;to the moon. Comment and like please [Lovely]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$good long term outlook to the moon. Comment and like please [Lovely]","images":[{"img":"https://static.tigerbbs.com/6dcb933315ef8d60b4e5125d8f40108e","width":"1125","height":"2587"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/110056495","isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":117082018,"gmtCreate":1623110257934,"gmtModify":1631892920134,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Like and comment. For the long term<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","listText":"Like and comment. For the long term<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>","text":"Like and comment. For the long term$Palantir Technologies Inc.(PLTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/117082018","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","kind":"news","pubTimestamp":1623078982,"share":"https://www.laohu8.com/m/news/1133174841?lang=&edition=full","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Is Sandbagging Growth Projections</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\">\nPalantir Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182934013,"gmtCreate":1623550109832,"gmtModify":1631892920143,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Like and comment Tks&nbsp;","listText":"Like and comment Tks&nbsp;","text":"Like and comment Tks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/182934013","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","kind":"news","pubTimestamp":1623537503,"share":"https://www.laohu8.com/m/news/1185020128?lang=&edition=full","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</p>","source":"lsy1610449120050","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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137865318,"gmtCreate":1622337753334,"gmtModify":1631892920151,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/137865318","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://www.laohu8.com/m/news/2138948877?lang=&edition=full","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109121859,"gmtCreate":1619675066871,"gmtModify":1631892920153,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>like and comments if you believe in this stock is there for long term","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>like and comments if you believe in this stock is there for long term","text":"$Palantir Technologies Inc.(PLTR)$like and comments if you believe in this stock is there for long term","images":[{"img":"https://static.tigerbbs.com/09a40f99133da1b9250cc8ef6c32e376","width":"1125","height":"2857"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/109121859","isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":836716787,"gmtCreate":1629523146349,"gmtModify":1631890539904,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/836716787","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p>\n<p>In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p>\n<p>The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p>\n<p>Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p>\n<p>A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p>\n<p>Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p>\n<p>You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p>\n<p><b>1. The wicked witch of cyclicality is dead</b></p>\n<p>“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p>\n<p><a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p>\n<p>“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p>\n<p>He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p>\n<p>All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p>\n<p><b>2. The players have consolidated</b></p>\n<p>All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p>\n<p>In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p>\n<p>These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p>\n<p><b>3. Profitability has improved</b></p>\n<p>This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p>\n<p>This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p>\n<p><b>The stocks to buy</b></p>\n<p>Here are six names favored by chip experts I recently checked in with.</p>\n<p><b>New management plays</b></p>\n<p>Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p>\n<p>Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p>\n<p><b>A data center and gaming play</b></p>\n<p>Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p>\n<p><b>Design tool companies</b></p>\n<p>Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p>\n<p>Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p>\n<p><b>An EUV&nbsp;play</b></p>\n<p>To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p>\n<p>In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p>\n<p><b>Risks</b></p>\n<p>Here are some of the chief risks for chip sector investors to watch.</p>\n<p><b>Oversupply</b></p>\n<p>Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p>\n<p>The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p>\n<p>Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p>\n<p><b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p>\n<p>Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p>\n<p><b>A disturbing signal</b></p>\n<p>A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p>\n<p>Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p>\n<p>But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p>\n<p>Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p>\n<p>Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 22:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares ...</p>\n\n<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","TSM":"台积电","QCOM":"高通","SNPS":"新思科技","GOOG":"谷歌","CDNS":"铿腾电子","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体","ASML":"阿斯麦","NVDA":"英伟达","SSNLF":"三星电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":822045378,"gmtCreate":1634081853799,"gmtModify":1634081854767,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Go go semiconductor stocks that make chips!!","listText":"Go go semiconductor stocks that make chips!!","text":"Go go semiconductor stocks that make chips!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/822045378","repostId":"2175373871","repostType":4,"repost":{"id":"2175373871","kind":"news","pubTimestamp":1634081144,"share":"https://www.laohu8.com/m/news/2175373871?lang=&edition=full","pubTime":"2021-10-13 07:25","market":"us","language":"en","title":"Apple Set to Cut iPhone Production Goals Due to Chip Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2175373871","media":"Bloomberg","summary":" -- Apple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the p","content":"<p>(Bloomberg) -- Apple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.</p>\n<p>The company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p>\n<p>The technology giant is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have warned that demand will continue to outpace supply throughout next year and potentially beyond.</p>\n<p>Apple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.</p>\n<p>Apple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.</p>\n<p>Apple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.</p>\n<p>The shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.</p>\n<p>Current orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p>\n<p>Apple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p>\n<p>Earlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.</p>\n<p>Broadcom doesn’t have major factories of its own and relies on contract chipmakers like Taiwan Semiconductor Manufacturing Co. to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.</p>\n<p>There are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to an average of 21.7 weeks in September, according to Susquehanna Financial Group.</p>\n<p>To help untangle supply chain snarls, the U.S. Department of Commerce is asking global chipmakers to respond to a set of questionnaires by Nov. 8, but that effort is facing resistance from lawmakers and executives in Taiwan and South Korea.</p>\n<p>U.S. Commerce Secretary Gina Raimondo tweeted earlier this week about a proposed $52 billion plan to support chip manufacturing in the U.S. Japanese Prime Minister Fumio Kishida also said he will work on establishing a chip production base in his country.</p>\n<p>Separately, a protracted energy crisis in China may add to the iPhone maker’s headaches. Apple supplier TPK Holding Co. said last week that subsidiaries in the southeastern Chinese province of Fujian are modifying their production schedule due to local government power restrictions. That comes less than two weeks after iPhone assembler Pegatron Corp. adopted energy-saving measures amid government-imposed power curbs.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Set to Cut iPhone Production Goals Due to Chip Crunch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Set to Cut iPhone Production Goals Due to Chip Crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/apple-set-cut-iphone-production-200944369.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Apple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/apple-set-cut-iphone-production-200944369.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSM":"台积电","AVGO":"博通","TXN":"德州仪器","AVGOP":"BROADCOM INC PFD SER A 22"},"source_url":"https://finance.yahoo.com/news/apple-set-cut-iphone-production-200944369.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2175373871","content_text":"(Bloomberg) -- Apple Inc. is likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units as prolonged chip shortages hit its flagship product, according to people with knowledge of the matter.\nThe company had expected to produce 90 million new iPhone models in the last three months of the year, but it’s now telling manufacturing partners that the total will be lower because Broadcom Inc. and Texas Instruments Inc. are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.\nThe technology giant is one of the world’s largest chip buyers and sets the annual rhythm for the electronics supply chain. But even with strong buying power, Apple is grappling with the same supply disruptions that have wreaked havoc on industries around the world. Major chipmakers have warned that demand will continue to outpace supply throughout next year and potentially beyond.\nApple gets display parts from Texas Instruments, while Broadcom is its longtime supplier of wireless components. One TI chip in short supply for the latest iPhones is related to powering the OLED display. Apple also is facing component shortages from other suppliers.\nApple and TI representatives declined to comment. Broadcom didn’t respond to a request for comment.\nApple shares slipped as much as 1.6% to $139.27 in late trading after Bloomberg reported on the news. The stock was up 6.6% this year through Tuesday’s close. Broadcom and TI also dipped in after-hours trading.\nThe shortages have already weighed on Apple’s ability to ship new models to customers. The iPhone 13 Pro and iPhone 13 Pro Max went on sale in September, but orders won’t be delivered from Apple’s website for about a month. And the new devices are listed as “currently unavailable” for pickup at several of the company’s retail stores. Apple’s carrier partners are also seeing similar shipment delays.\nCurrent orders are slated to ship around mid-November, so Apple could still get the new iPhones to consumers in time for the crucial holiday season. The year-end quarter is expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.\nApple’s woes show that even the king of the tech world isn’t immune from global shortages made worse by the pandemic. In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.\nEarlier this year, Apple warned that it would face supply constraints of the iPhone and iPad during the quarter that ended in September. The Cupertino, California-based company cited the global chip shortages at the time. That period included about a week and a half of iPhone 13 revenue.\nBroadcom doesn’t have major factories of its own and relies on contract chipmakers like Taiwan Semiconductor Manufacturing Co. to build its products. Texas Instruments makes some chips in-house, but also relies on outside manufacturing. That means they’re part of an increasingly challenging fight to secure production capacity at TSMC and other foundries. Apple is a TSMC client itself -- in fact, it’s the company’s largest. Apple uses the manufacturer to make its A-series processors, but they don’t appear to be under threat of shortages for now.\nThere are signs the chip crunch is getting worse. Lead times in the industry -- the gap between putting in a semiconductor order and taking delivery -- rose for the ninth month in a row to an average of 21.7 weeks in September, according to Susquehanna Financial Group.\nTo help untangle supply chain snarls, the U.S. Department of Commerce is asking global chipmakers to respond to a set of questionnaires by Nov. 8, but that effort is facing resistance from lawmakers and executives in Taiwan and South Korea.\nU.S. Commerce Secretary Gina Raimondo tweeted earlier this week about a proposed $52 billion plan to support chip manufacturing in the U.S. Japanese Prime Minister Fumio Kishida also said he will work on establishing a chip production base in his country.\nSeparately, a protracted energy crisis in China may add to the iPhone maker’s headaches. Apple supplier TPK Holding Co. said last week that subsidiaries in the southeastern Chinese province of Fujian are modifying their production schedule due to local government power restrictions. That comes less than two weeks after iPhone assembler Pegatron Corp. adopted energy-saving measures amid government-imposed power curbs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124119938,"gmtCreate":1624752762724,"gmtModify":1633949147637,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/124119938","repostId":"1110293570","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342065206,"gmtCreate":1618130905105,"gmtModify":1634294754247,"author":{"id":"3578185426270736","authorId":"3578185426270736","name":"䛘賀worldview","avatar":"https://static.tigerbbs.com/5ceaee97a117a75bb9f98702a63c0240","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578185426270736","idStr":"3578185426270736"},"themes":[],"htmlText":"Like and comment pleaae","listText":"Like and comment pleaae","text":"Like and comment pleaae","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/342065206","repostId":"1142324412","repostType":4,"repost":{"id":"1142324412","kind":"news","pubTimestamp":1617982207,"share":"https://www.laohu8.com/m/news/1142324412?lang=&edition=full","pubTime":"2021-04-09 23:30","market":"us","language":"en","title":"XPeng Inc.: A Reawakening","url":"https://stock-news.laohu8.com/highlight/detail?id=1142324412","media":"seekingalpha","summary":"Valuation is middling but not overvalued like in the past.Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.Feared chip shortage  was not a disaster, deliveries are still strong.Government support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese go","content":"<p><b>Summary</b></p>\n<ul>\n <li>Valuation is middling but not overvalued like in the past.</li>\n <li>Recent announcement of capacity expansion in Wuhan lends better operational and sales visibility.</li>\n <li>Company could breakeven and finally reach positive profits soon; major improvements seen in operating margins.</li>\n <li>Feared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e0f3343d69719839f9b8f1d337c3984\" tg-width=\"1536\" tg-height=\"1024\"><span>Photo by Robert Way/iStock Editorial via Getty Images</span></p>\n<p><b>Introduction</b></p>\n<p>The stock price of&nbsp;XPEV&nbsp;has been converging with the performance of the S&amp;P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.</p>\n<p><i>The frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&amp;P 500 more closely</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f04001d604ecc7892ef3a76c498578b\" tg-width=\"640\" tg-height=\"236\"><span>Source: SeekingAlpha</span></p>\n<p><i>XPEV's G3 Super Long Range Smart SUV</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68446a741f9f97afc10f2149c4e13e13\" tg-width=\"640\" tg-height=\"388\"><span>Source: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA</span></p>\n<p><b>Industry and commercial positives</b></p>\n<p>Optimism on EVs and&nbsp;strong industry growth&nbsp;rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):</p>\n<ol>\n <li><b>Deliveries met despite fears on chip shortage.</b>While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked&nbsp;in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered&nbsp;20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.</li>\n <li><b>Government support, China's creation of an EV ecosystem.</b>XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.</li>\n <li><b>Listing in Hong Kong adds to investor base and liquidity.</b>Going forward,XPEV,NIO, and&nbsp;LI&nbsp;intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.</li>\n</ol>\n<p>Of note, in late March, XPEV held an&nbsp;autonomous driving expedition&nbsp;covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the&nbsp;competitive landscape&nbsp;against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results&nbsp;performed better&nbsp;than TSLA's with fewer human interventions per 100km and better navigation in complex situations.</p>\n<p><b>XPEV's improving financials</b></p>\n<p>Now that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.</p>\n<p>Another point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.</p>\n<p>Meanwhile, the balance sheet is expected to remain strong. Equity to total liabilities &amp; equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.</p>\n<p><i>XPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8258dce0cc10e8118a23afce7655bed\" tg-width=\"726\" tg-height=\"737\"><span>*EST = estimate by analysts' consensus from SeekingAlpha</span></p>\n<p><b>XPEV's valuation: somewhere in the middle</b></p>\n<p>XPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.</p>\n<img src=\"https://static.tigerbbs.com/fa975ce545e950a20f809bcc7f698ef6\" tg-width=\"911\" tg-height=\"594\">\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<p><b>Conclusion and Risks</b></p>\n<p>XPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.</p>\n<p>Competition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.</p>\n<p>Much feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.</p>\n<p>On a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng Inc.: A Reawakening</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\">\nXPeng Inc.: A Reawakening\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418326-xpeng-inc-reawakening><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://seekingalpha.com/article/4418326-xpeng-inc-reawakening","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1142324412","content_text":"Summary\n\nValuation is middling but not overvalued like in the past.\nRecent announcement of capacity expansion in Wuhan lends better operational and sales visibility.\nCompany could breakeven and finally reach positive profits soon; major improvements seen in operating margins.\nFeared chip shortage (i.e. supply disruption) was not a disaster, deliveries are still strong.\n\nPhoto by Robert Way/iStock Editorial via Getty Images\nIntroduction\nThe stock price of XPEV has been converging with the performance of the S&P 500 since March 2021, as compared to its massive outperformance in 4Q2020. This could be view positively or negatively. On the bright side, this suggests that price performance would become more predictable with lower volatility, indicative of a broadening consensus on the fundamental prospects of the company. On the other hand, traders may be disappointed its lack of momentum. Therefore, this is probably a good time to stop viewing XPEV as purely a trade, but re-analyze its merits as a fundamentally-driven investment.\nThe frenetic performance of XPEV has calmed down in recent weeks, allowing its one year performance to track the S&P 500 more closely\nSource: SeekingAlpha\nXPEV's G3 Super Long Range Smart SUV\nSource: XPeng Motors (G3、P7) Intelligent electric car with Internet DNA\nIndustry and commercial positives\nOptimism on EVs and strong industry growth rates are common knowledge by now. The following points suggest specific positives for XPEV that remain intact despite relatively ebbing momentum on the stock's price (as compared to 4Q2020):\n\nDeliveries met despite fears on chip shortage.While the stock's price momentum appears to have ebbed, recent news continues to remain positive. At an industry level, Chinese vehicle manufacturers XPEV andNIOmanaged to manufacture the expected numbers of vehicle deliveries, despite much feared chip shortages.XPEV chalked in record quarterly deliveries of 13,340 EVs in Q1 2021, +487% over the year and +130% over the month in March.NIO delivered 20,060 +423% over the year while Q1 deliveries rose 15.6% to 20,060. The challenge these EV manufacturers face now is not so much the ability to deliver on its numbers, but on being able to meet high expectations for the stock price to gain further traction.\nGovernment support, China's creation of an EV ecosystem.XPEV's strong deliveries describe not only excellent support from the private sector, but also the Chinese government's push to develop this part of its industry. XPEV has entered into an agreement with the city of Wuhan to build a factory with a capacity of 100,000 EV units. This is a very significant piece of news, considering its deliveries of just 5,102 in March 2021. Annualizing this number, the new capacity will be more than the whole of XPEV's total historical annual production. This news is interesting and significant since it was just released this week, suggesting it may have yet to be factored into analysts' forecast numbers. This is made more important as XPEV has always been considered a laggard in production capabilities to its larger cousin NIO. General Chinese government support for the EV ecosystem is strong, and the new facility in Wuhan echoes earlier provincial government financial support ($77m) in Guangdong. The reality is, for EVs to gain traction, government willingness to support infrastructure initiatives are highly important (e.g. permits for charging stations, creating incentives to convert from old polluting vehicles to green vehicles, etc.). With China's tradition of central planning, the EV ecosystem is placed on the right footing.\nListing in Hong Kong adds to investor base and liquidity.Going forward,XPEV,NIO, and LI intend tolistin Hong Kong this year. This is a strategic move, and makes the valuation of these companies less susceptible by US political bashing (e.g. the threat of being de-listed) should it occur, since it reflects a wider geographical base. The valuations of these companies may even get a boost given greater global liquidity due to added trading in the Asian time zone.\n\nOf note, in late March, XPEV held an autonomous driving expedition covering eight cities in China and 3,675 kilometers. The exercise was successful, as minimal human intervention was needed during the expedition and adds another brownie point to XPEV's research and development efforts, placing XPEV on the competitive landscape against rivals such as TSLA and NIO on autonomous driving. Apparently, XPEV's autonomous driving results performed better than TSLA's with fewer human interventions per 100km and better navigation in complex situations.\nXPEV's improving financials\nNow that we have several quarters of financial data on XPEV, it is worth reviewing how its metrics have been performing. Firstly, market expectations aside, deliveries have been very good as abovementioned, and this is flowing through to revenue numbers. As shown in the below table, growth has been very strong, and revenues are expected to more than double in 2021 and continue to double in 2022. Such growth rates place XPEV at the top end of manufacturing firms, as expected of the fast-growing EV market.\nAnother point to note is the improvement in operating margins. As with any \"new tech\" company, initial investments would cause hugely negative operating margins in the beginning. What's important is the company's ability to improve margins and reduce costs over time. In this respect, XPEV has done a good job, with operating margins improving sequentially each quarter. Of note, operating margins started to see major improvements between the Jun-2020 (-142%) and Dec-2020 (-39%) quarters as shown in the table below. Given this trend, the company is likely to breakeven and register positive profits soon, which could be a catalytic re-rating for XPEV. When we pair this analysis with the stock price, it appears that XPEV's recently soft stock price performance is not justified.\nMeanwhile, the balance sheet is expected to remain strong. Equity to total liabilities & equity is 23% as at Dec-2020. As abovementioned, further capital raises with a forthcoming Hong Kong listing will add to XPEV's cash buffer.\nXPEV's performance improvement in both revenue and operating margin trends appear to have been ignored by the market due to recent the broad market capitulation\n*EST = estimate by analysts' consensus from SeekingAlpha\nXPEV's valuation: somewhere in the middle\nXPEV's stock price has done well over the last 6 months versus peers. On a TTM P/S, XPEV is near the middle although its FWD P/S is trading at a premium. However, there could be a general re-rating of the P/S of the sector if the Chinese EV manufacturers reach breakeven in 2021 and record positive profits (our base case belief, given the prevailing trend in XPEV's improving operating margins). This will then allow better price discovery when the companies can then be valued on their P/E ratios.\n\n\n\n\n\n\nConclusion and Risks\nXPEV's stock price may benefit from two key catalysts: (1) expansion of manufacturing facility in Wuhan, which will concretely raise visibility of revenue growth which is expected to double; (2) a valuation regime change as it progresses from a loss making company to a profitable one, expected by this year. Furthermore, it is worth noting that the valuation is not lofty as compared to price levels in 4Q2020, having fallen over the last couple of months.\nCompetition may exist and remain intense, but given the large size of China's market and that there are only a couple of notable players (i.e. NIO, LI), the market remains largely an oligopoly which allows XPEV to retain pricing power.\nMuch feared risks of execution in the past appear to have materialized but not in a big way, i.e. the previously expected chip shortage. Given the progression to a post-COVID economy, supply chain links should improve and reduce similar risks in the future.\nOn a standalone basis, XPEV's prospects appear bright, and now the key hurdle is whether the NASDAQ will find momentum and exceed previous highs. The base case for this should lean towards the positive as the market is merely in the first year of the economic recovery after the pandemic. Recent price consolidation appears to have created a technical setup for a reawakening of price momentum as consumer activity revives post-pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}