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2021-06-21

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2021-06-21

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Nvidia, Texas Instruments are top semiconductor stocks among fund managers

2021-06-21

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08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.</li>\n <li>The firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&amp;P 500 weight).</li>\n <li>Nvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"</li>\n <li>Among semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.</li>\n <li>For the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.</li>\n <li>Skyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Texas Instruments are top semiconductor stocks among fund managers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Texas Instruments are top semiconductor stocks among fund managers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","content_text":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&P 500 weight).\nNvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"\nTexas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.\nQualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.\nAMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"\nAmong semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.\nFor the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.\nSkyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"\n\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.\nRecent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164433458,"gmtCreate":1624232731874,"gmtModify":1634009297422,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164433458","repostId":"1171176972","repostType":4,"repost":{"id":"1171176972","pubTimestamp":1624231116,"share":"https://www.laohu8.com/m/news/1171176972?lang=&edition=full","pubTime":"2021-06-21 07:18","market":"us","language":"en","title":"Beware of inflation 'headwinds': It could take a year to break even after a 10% to 20% market correction, economist Mark Zandi warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1171176972","media":"cnbc","summary":"Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.","content":"<div>\n<p>Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.\nThe firm's chief economist expects a more hawkish Federal Reserve will spark a 10% to 20% pullback....</p>\n\n<a href=\"https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beware of inflation 'headwinds': It could take a year to break even after a 10% to 20% market correction, economist Mark Zandi warns</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\">\nBeware of inflation 'headwinds': It could take a year to break even after a 10% to 20% market correction, economist Mark Zandi warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.\nThe firm's chief economist expects a more hawkish Federal Reserve will spark a 10% to 20% pullback....</p>\n\n<a href=\"https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1171176972","content_text":"Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.\nThe firm's chief economist expects a more hawkish Federal Reserve will spark a 10% to 20% pullback.\nAnd, unlike the sharp drops over the past several years, Zandi anticipates a quick recovery won't be in the cards particularly because the market is richly valued. He estimates it could take a year to return to break even.\n\"The headwinds are building for the equity market,\" Zandi told CNBC's \"Trading Nation\" on Friday. \"TheFederal Reserve has got to switch gearshere because the economy is so strong.\"\nHe suggests the correction may already be underway because investors are starting to get spooked.\nTheDowjust saw itsbiggest weekly loss since October 2020, tumbling 3.45%.The broaderS&P 500saw its worst week since late February. The tech-heavyNasdaqalso had a losing week, but it's just 1.28% off its all-time high.\nDespite his market warning, Zandi believes the economy will avert a recession because the downturn is more about risk asset prices getting overextended than a serious fundamental issue.\n\"The economy is going to be rip-roaring,\" he said. \"Unemployment is going to be low. Wage growth is going to be strong.\"\nZandi has been ringing the alarm on inflation for months.\nOn \"Trading Nation\" in early March, Zandi asserted inflation was \"dead ahead\" and investors weren't fully grasping the risks. According to Zandi, it's still a problem affecting stock market and bond investors. Zandi sees little chance the benchmark10-year Treasury Note yieldwill keep falling.\n\"I wouldn't count on rates staying at 1.5% for very long given what's going on,\" he added.\nStocks and bonds aren't the only risk assets catching his attention. Zandi also sees more trouble brewing in the commodities and cryptocurrency sell-offs. Plus, he's worried about thesustainability of a strong housing market amid higher mortgage rates.\n\"Inflation is going to be higher than it was pre-pandemic,\" Zandi said. \"The Fed has been struggling for at least a quarter of a century to get inflation up, and I think they'll be able to get that.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370666373,"gmtCreate":1618581532292,"gmtModify":1634291945544,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"..","listText":"..","text":"..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370666373","repostId":"1129784629","repostType":4,"repost":{"id":"1129784629","pubTimestamp":1618580943,"share":"https://www.laohu8.com/m/news/1129784629?lang=&edition=full","pubTime":"2021-04-16 21:49","market":"us","language":"en","title":"DraftKings, Caesars and FanDuel ready for action after historic NFL sports betting deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1129784629","media":"seekingalpha","summary":"Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace onl","content":"<p>Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace online sports bettingby naming DraftKings&nbsp;(NASDAQ:DKNG), Caesars Entertainment(NASDAQ:CZR)and FanDuel as its first three official betting partners.</p><p>Analyst Jed Kelly and team see the development accelerating legalization and increasing consumer adoption. It is expected that the NFL will likely change its policy allow gambling commercials during its broadcasts.</p><p>\"Additionally, we believe this will benefit in-game wagering, where we now expect the league to work more closely with its media partners to reduce latency. Amazon, which will broadcast Thursday night games in either '22 or '23, is investing in technologies that reduce lag and improve streaming quality.\"</p><p>The NFL deals have a three-year initial term, with two one-year options for the NFL. All three will share the exclusive rights to use NFL intellectual property and expand the visibility of gambling in NFL owned-and-operated media. DraftKings can enhance its fan experience with game highlights, footage, and next-gen stats through its deal. Looking ahead, the NFL aims to add second tier sports book operators with less promotional activity. Fox Bet is expected to be one of the companies to get the authorization. Last month, Barclays haslifted its price targeton Fox(NASDAQ:FOXA), pointing to significant optionality in sports betting and iGaming through equity options linked to Flutter's (PDYPYD) Fanduel.</p><p>Shares of DraftKings are&nbsp;up 3.58% Penn National Gaming&nbsp;is&nbsp;up 0.91%. Caesars&nbsp;Entertainment is&nbsp;up 1.98%.</p><p><img src=\"https://static.tigerbbs.com/0f8a3a4b0a13098fd19d3783b62de84e\" tg-width=\"307\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></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>DraftKings, Caesars and FanDuel ready for action after historic NFL sports betting deal</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\">\nDraftKings, Caesars and FanDuel ready for action after historic NFL sports betting deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3682598-draftkings-caesars-and-fanduel-ready-for-action-after-historic-nfl-sports-betting-deal><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace online sports bettingby naming DraftKings (NASDAQ:DKNG), Caesars Entertainment(NASDAQ:CZR)and FanDuel ...</p>\n\n<a href=\"https://seekingalpha.com/news/3682598-draftkings-caesars-and-fanduel-ready-for-action-after-historic-nfl-sports-betting-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FOXA":"福克斯-A","DKNG":"DraftKings Inc.","CZR":"凯撒娱乐","PENN":"佩恩国民博彩"},"source_url":"https://seekingalpha.com/news/3682598-draftkings-caesars-and-fanduel-ready-for-action-after-historic-nfl-sports-betting-deal","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129784629","content_text":"Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace online sports bettingby naming DraftKings (NASDAQ:DKNG), Caesars Entertainment(NASDAQ:CZR)and FanDuel as its first three official betting partners.Analyst Jed Kelly and team see the development accelerating legalization and increasing consumer adoption. It is expected that the NFL will likely change its policy allow gambling commercials during its broadcasts.\"Additionally, we believe this will benefit in-game wagering, where we now expect the league to work more closely with its media partners to reduce latency. Amazon, which will broadcast Thursday night games in either '22 or '23, is investing in technologies that reduce lag and improve streaming quality.\"The NFL deals have a three-year initial term, with two one-year options for the NFL. All three will share the exclusive rights to use NFL intellectual property and expand the visibility of gambling in NFL owned-and-operated media. DraftKings can enhance its fan experience with game highlights, footage, and next-gen stats through its deal. Looking ahead, the NFL aims to add second tier sports book operators with less promotional activity. Fox Bet is expected to be one of the companies to get the authorization. Last month, Barclays haslifted its price targeton Fox(NASDAQ:FOXA), pointing to significant optionality in sports betting and iGaming through equity options linked to Flutter's (PDYPYD) Fanduel.Shares of DraftKings are up 3.58% Penn National Gaming is up 0.91%. Caesars Entertainment is up 1.98%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370668210,"gmtCreate":1618581492630,"gmtModify":1631888359285,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有？可以起身吗？[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有？可以起身吗？[喷血]&nbsp;","text":"$Liquid Media Group Ltd.(YVR)$你醒了没有？可以起身吗？[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370668210","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344856251,"gmtCreate":1618400120173,"gmtModify":1634293223739,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢？","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢？","text":"$Coinbase Global, Inc.(COIN)$几点开盘呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344856251","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":164433458,"gmtCreate":1624232731874,"gmtModify":1634009297422,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164433458","repostId":"1171176972","repostType":4,"repost":{"id":"1171176972","pubTimestamp":1624231116,"share":"https://www.laohu8.com/m/news/1171176972?lang=&edition=full","pubTime":"2021-06-21 07:18","market":"us","language":"en","title":"Beware of inflation 'headwinds': It could take a year to break even after a 10% to 20% market correction, economist Mark Zandi warns","url":"https://stock-news.laohu8.com/highlight/detail?id=1171176972","media":"cnbc","summary":"Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.","content":"<div>\n<p>Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.\nThe firm's chief economist expects a more hawkish Federal Reserve will spark a 10% to 20% pullback....</p>\n\n<a href=\"https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beware of inflation 'headwinds': It could take a year to break even after a 10% to 20% market correction, economist Mark Zandi warns</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\">\nBeware of inflation 'headwinds': It could take a year to break even after a 10% to 20% market correction, economist Mark Zandi warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.\nThe firm's chief economist expects a more hawkish Federal Reserve will spark a 10% to 20% pullback....</p>\n\n<a href=\"https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.cnbc.com/2021/06/20/10percent-to-20percent-correction-may-be-underway-due-to-inflation-mark-zandi.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1171176972","content_text":"Moody's Analytics Mark Zandi has a message for investors: Brace for a significant market correction.\nThe firm's chief economist expects a more hawkish Federal Reserve will spark a 10% to 20% pullback.\nAnd, unlike the sharp drops over the past several years, Zandi anticipates a quick recovery won't be in the cards particularly because the market is richly valued. He estimates it could take a year to return to break even.\n\"The headwinds are building for the equity market,\" Zandi told CNBC's \"Trading Nation\" on Friday. \"TheFederal Reserve has got to switch gearshere because the economy is so strong.\"\nHe suggests the correction may already be underway because investors are starting to get spooked.\nTheDowjust saw itsbiggest weekly loss since October 2020, tumbling 3.45%.The broaderS&P 500saw its worst week since late February. The tech-heavyNasdaqalso had a losing week, but it's just 1.28% off its all-time high.\nDespite his market warning, Zandi believes the economy will avert a recession because the downturn is more about risk asset prices getting overextended than a serious fundamental issue.\n\"The economy is going to be rip-roaring,\" he said. \"Unemployment is going to be low. Wage growth is going to be strong.\"\nZandi has been ringing the alarm on inflation for months.\nOn \"Trading Nation\" in early March, Zandi asserted inflation was \"dead ahead\" and investors weren't fully grasping the risks. According to Zandi, it's still a problem affecting stock market and bond investors. Zandi sees little chance the benchmark10-year Treasury Note yieldwill keep falling.\n\"I wouldn't count on rates staying at 1.5% for very long given what's going on,\" he added.\nStocks and bonds aren't the only risk assets catching his attention. Zandi also sees more trouble brewing in the commodities and cryptocurrency sell-offs. Plus, he's worried about thesustainability of a strong housing market amid higher mortgage rates.\n\"Inflation is going to be higher than it was pre-pandemic,\" Zandi said. \"The Fed has been struggling for at least a quarter of a century to get inflation up, and I think they'll be able to get that.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370666373,"gmtCreate":1618581532292,"gmtModify":1634291945544,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"..","listText":"..","text":"..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370666373","repostId":"1129784629","repostType":4,"repost":{"id":"1129784629","pubTimestamp":1618580943,"share":"https://www.laohu8.com/m/news/1129784629?lang=&edition=full","pubTime":"2021-04-16 21:49","market":"us","language":"en","title":"DraftKings, Caesars and FanDuel ready for action after historic NFL sports betting deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1129784629","media":"seekingalpha","summary":"Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace onl","content":"<p>Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace online sports bettingby naming DraftKings&nbsp;(NASDAQ:DKNG), Caesars Entertainment(NASDAQ:CZR)and FanDuel as its first three official betting partners.</p><p>Analyst Jed Kelly and team see the development accelerating legalization and increasing consumer adoption. It is expected that the NFL will likely change its policy allow gambling commercials during its broadcasts.</p><p>\"Additionally, we believe this will benefit in-game wagering, where we now expect the league to work more closely with its media partners to reduce latency. Amazon, which will broadcast Thursday night games in either '22 or '23, is investing in technologies that reduce lag and improve streaming quality.\"</p><p>The NFL deals have a three-year initial term, with two one-year options for the NFL. All three will share the exclusive rights to use NFL intellectual property and expand the visibility of gambling in NFL owned-and-operated media. DraftKings can enhance its fan experience with game highlights, footage, and next-gen stats through its deal. Looking ahead, the NFL aims to add second tier sports book operators with less promotional activity. Fox Bet is expected to be one of the companies to get the authorization. Last month, Barclays haslifted its price targeton Fox(NASDAQ:FOXA), pointing to significant optionality in sports betting and iGaming through equity options linked to Flutter's (PDYPYD) Fanduel.</p><p>Shares of DraftKings are&nbsp;up 3.58% Penn National Gaming&nbsp;is&nbsp;up 0.91%. Caesars&nbsp;Entertainment is&nbsp;up 1.98%.</p><p><img src=\"https://static.tigerbbs.com/0f8a3a4b0a13098fd19d3783b62de84e\" tg-width=\"307\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></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>DraftKings, Caesars and FanDuel ready for action after historic NFL sports betting deal</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\">\nDraftKings, Caesars and FanDuel ready for action after historic NFL sports betting deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-16 21:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3682598-draftkings-caesars-and-fanduel-ready-for-action-after-historic-nfl-sports-betting-deal><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace online sports bettingby naming DraftKings (NASDAQ:DKNG), Caesars Entertainment(NASDAQ:CZR)and FanDuel ...</p>\n\n<a href=\"https://seekingalpha.com/news/3682598-draftkings-caesars-and-fanduel-ready-for-action-after-historic-nfl-sports-betting-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FOXA":"福克斯-A","DKNG":"DraftKings Inc.","CZR":"凯撒娱乐","PENN":"佩恩国民博彩"},"source_url":"https://seekingalpha.com/news/3682598-draftkings-caesars-and-fanduel-ready-for-action-after-historic-nfl-sports-betting-deal","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1129784629","content_text":"Oppenheimer weighs in on the big news from the sports world that the NFL will officially embrace online sports bettingby naming DraftKings (NASDAQ:DKNG), Caesars Entertainment(NASDAQ:CZR)and FanDuel as its first three official betting partners.Analyst Jed Kelly and team see the development accelerating legalization and increasing consumer adoption. It is expected that the NFL will likely change its policy allow gambling commercials during its broadcasts.\"Additionally, we believe this will benefit in-game wagering, where we now expect the league to work more closely with its media partners to reduce latency. Amazon, which will broadcast Thursday night games in either '22 or '23, is investing in technologies that reduce lag and improve streaming quality.\"The NFL deals have a three-year initial term, with two one-year options for the NFL. All three will share the exclusive rights to use NFL intellectual property and expand the visibility of gambling in NFL owned-and-operated media. DraftKings can enhance its fan experience with game highlights, footage, and next-gen stats through its deal. Looking ahead, the NFL aims to add second tier sports book operators with less promotional activity. Fox Bet is expected to be one of the companies to get the authorization. Last month, Barclays haslifted its price targeton Fox(NASDAQ:FOXA), pointing to significant optionality in sports betting and iGaming through equity options linked to Flutter's (PDYPYD) Fanduel.Shares of DraftKings are up 3.58% Penn National Gaming is up 0.91%. Caesars Entertainment is up 1.98%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167940076,"gmtCreate":1624244108295,"gmtModify":1634008976589,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167940076","repostId":"1133385197","repostType":4,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167954069,"gmtCreate":1624244046351,"gmtModify":1634008978359,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167954069","repostId":"1135514651","repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://www.laohu8.com/m/news/1135514651?lang=&edition=full","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.</li>\n <li>The firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&amp;P 500 weight).</li>\n <li>Nvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"</li>\n <li>Among semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.</li>\n <li>For the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.</li>\n <li>Skyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Texas Instruments are top semiconductor stocks among fund managers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Texas Instruments are top semiconductor stocks among fund managers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","content_text":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&P 500 weight).\nNvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"\nTexas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.\nQualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.\nAMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"\nAmong semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.\nFor the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.\nSkyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"\n\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.\nRecent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370668210,"gmtCreate":1618581492630,"gmtModify":1631888359285,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有？可以起身吗？[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/YVR\">$Liquid Media Group Ltd.(YVR)$</a>你醒了没有？可以起身吗？[喷血]&nbsp;","text":"$Liquid Media Group Ltd.(YVR)$你醒了没有？可以起身吗？[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370668210","isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344856251,"gmtCreate":1618400120173,"gmtModify":1634293223739,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢？","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>几点开盘呢？","text":"$Coinbase Global, Inc.(COIN)$几点开盘呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344856251","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}