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GoaOn
2021-12-15
$AEM HOLDINGS LTD(AWX.SI)$
Director James Toh sold some shares, worth 1.8mil SGD.
GoaOn
2021-10-30
Great ariticle, would you like to share it?
@小虎活动:[Halloween Game] Trade or Treat!
GoaOn
2021-10-21
Overreacted
Intel shares sink as sales third-quarter sales miss estimates
GoaOn
2021-08-09
Nice
SK聘请英特尔副总裁,拟在美国和中国设立公司
GoaOn
2021-07-01
Bullish
抱歉,原内容已删除
GoaOn
2021-07-01
Ok
Amazon: Undervalued With Potential Upside Of 25%
GoaOn
2021-06-23
Oh?
@小虎综合资讯:美国6月Markit制造业PMI初值:62.6,超过预期
GoaOn
2021-06-22
Nice
@桃李春风益点财:成长已死 价值回归!巴菲特跟索罗斯都看好它?
GoaOn
2021-06-21
Hmmm
@小虎周报:美股周策略:为什么9月可能是探讨QE减量的窗口期?
GoaOn
2021-06-20
Hmmm
抱歉,原内容已删除
GoaOn
2021-06-20
No..
@美股投资网:3艘豪华游轮爆疫情! 打了疫苗也感染,千人海上隔离!
GoaOn
2021-06-19
Ok
@小虎综合资讯:开盘:美股三大指数集体低开,石油股普跌
GoaOn
2021-06-17
Nice
抱歉,原内容已删除
GoaOn
2021-06-17
PLTR
3 Reasons Palantir's Future Looks Bright
GoaOn
2021-06-16
Yes
@小虎综合资讯:有通胀,无“牛市”?华尔街分析师:通胀不会伤害股市
GoaOn
2021-06-16
Nice
@美股研究社:传京东抖音合作将延伸海外,准备携手开拓欧洲市场
GoaOn
2021-06-16
Wow
@小虎综合资讯:嘉楠科技宣布获得一万台比特币矿机订单
GoaOn
2021-06-15
Wow
抱歉,原内容已删除
GoaOn
2021-06-15
Oil
Stocks Drop From Records; Oil Highest Since 2018: Markets Wrap
GoaOn
2021-06-12
Ok
@小虎综合资讯:真格基金戴雨森:投资更像购物而非赌博,要耐心等待双十一
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Director James Toh sold some shares, worth 1.8mil SGD.","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Director James Toh sold some shares, worth 1.8mil SGD.","text":"$AEM HOLDINGS LTD(AWX.SI)$Director James Toh sold some shares, worth 1.8mil SGD.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607611037","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840389093,"gmtCreate":1635589345989,"gmtModify":1635589346048,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840389093","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,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> 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","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> 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","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":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851022858,"gmtCreate":1634860513707,"gmtModify":1634860513877,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Overreacted","listText":"Overreacted","text":"Overreacted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851022858","repostId":"2177467336","repostType":2,"repost":{"id":"2177467336","kind":"news","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":1634857021,"share":"https://ttm.financial/m/news/2177467336?lang=&edition=full","pubTime":"2021-10-22 06:57","market":"us","language":"en","title":"Intel shares sink as sales third-quarter sales miss estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2177467336","media":"Reuters","summary":"Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expect","content":"<p>Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.</p>\n<p>The company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2acbb6b1b32008be3f0adc723eeed188\" tg-width=\"848\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>Gelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.</p>\n<p>\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.</p>\n<p>Gelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.</p>\n<p>Giving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.</p>\n<p>On an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.</p>\n<p>Meanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.</p>\n<p>Intel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.</p>\n<p>Atlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by <a href=\"https://laohu8.com/S/AMD\">AMD</a>. Shares of AMD were up slightly after Intel's results.</p>\n<p><img src=\"https://static.tigerbbs.com/a6fa48063ac2b36ad49f7b8c0c06e5dd\" tg-width=\"848\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Intel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.</p>\n<p>Intel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items like tax restructuring.</p>\n<p>Intel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.</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>Intel shares sink as sales third-quarter sales miss estimates</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\">\nIntel shares sink as sales third-quarter sales miss estimates\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\">2021-10-22 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.</p>\n<p>The company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2acbb6b1b32008be3f0adc723eeed188\" tg-width=\"848\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>Gelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.</p>\n<p>\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.</p>\n<p>Gelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.</p>\n<p>Giving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.</p>\n<p>On an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.</p>\n<p>Meanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.</p>\n<p>Intel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.</p>\n<p>Atlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by <a href=\"https://laohu8.com/S/AMD\">AMD</a>. Shares of AMD were up slightly after Intel's results.</p>\n<p><img src=\"https://static.tigerbbs.com/a6fa48063ac2b36ad49f7b8c0c06e5dd\" tg-width=\"848\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Intel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.</p>\n<p>Intel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items like tax restructuring.</p>\n<p>Intel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177467336","content_text":"Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.\nThe company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.\n\nGelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.\n\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.\nGelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.\nGiving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.\nOn an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.\nMeanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.\nIntel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.\nAtlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by AMD. Shares of AMD were up slightly after Intel's results.\n\nIntel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.\nIntel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from one-time items like tax restructuring.\nIntel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898617283,"gmtCreate":1628492693242,"gmtModify":1633746708955,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898617283","repostId":"2158412365","repostType":2,"repost":{"id":"2158412365","kind":"news","pubTimestamp":1628490444,"share":"https://ttm.financial/m/news/2158412365?lang=&edition=full","pubTime":"2021-08-09 14:27","market":"us","language":"zh","title":"SK聘请英特尔副总裁,拟在美国和中国设立公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2158412365","media":"新浪科技","summary":"英国最新宣布:同意SK海力士580亿收购英特尔闪存。新浪科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士 拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。一旦获批,SK海力士计划在华也设立一家新公司。","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/sinakd10119/600/w1920h1080/20210629/1fa1-krwipas0586450.jpg\"/>\n<em><span></span></em>\n</span>\n<font>已获31国批准!英国最新宣布:同意SK海力士580亿收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>闪存</font>\n</p><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士( SK Hynix )拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。</p>\n<p>美国公司将由英特尔副总裁罗伯特·克鲁克(Robert Crooke)带领。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。</p>\n<p>SK海力士在去年第三季度财报电话会议上指出:“我们将力争避免核心人才流失,SK与英特尔的合同有包括相关条款。”</p>\n<p>罗伯特·克鲁克表示:“很荣幸被任命为SK海力士新公司的首席执行官”,“我们计划在全球招聘150多名新员工,到中国大陆、台湾、波兰、英国和美国加利福尼亚州工作。”</p>\n<div sax-type=\"proxy\"></div><p>这位CEO毕业于美国马萨诸塞大学,获计算机科学学位,并于1989年加入英特尔担任工程师。他现在负责非易失性存储器(NVM)部门,包括NAND闪存业务。</p>\n<p>去年10月,SK海力士宣布以90亿美元(约合人民币581.62亿元)收购英特尔的NAND闪存及SSD(固态硬盘)业务,已获得美国和韩国等7个国家的批准,目前该交易只待中国政府审批。</p>\n<p>一旦获批,SK海力士计划在华也设立一家新公司。业界预计,该公司将落户大连,也就是英特尔的NAND工厂所在地。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>SK聘请英特尔副总裁,拟在美国和中国设立公司</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; 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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\">\nSK聘请英特尔副总裁,拟在美国和中国设立公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 14:27 北京时间 <a href=https://tech.sina.cn/it/2021-08-09/detail-ikqcfncc1822170.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>已获31国批准!英国最新宣布:同意SK海力士580亿收购英特尔闪存\n新浪科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士( SK Hynix )拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。\n美国公司将由英特尔副总裁罗伯特·克鲁克(Robert Crooke)带领。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。\nSK海力士在去年...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-08-09/detail-ikqcfncc1822170.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20210809/97f0-6dc0fb781b20b07ebb5fae19496f2553.jpg/w120h90l50t1296.jpg","relate_stocks":{"INTC":"英特尔"},"source_url":"https://tech.sina.cn/it/2021-08-09/detail-ikqcfncc1822170.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158412365","content_text":"已获31国批准!英国最新宣布:同意SK海力士580亿收购英特尔闪存\n新浪科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士( SK Hynix )拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。\n美国公司将由英特尔副总裁罗伯特·克鲁克(Robert Crooke)带领。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。\nSK海力士在去年第三季度财报电话会议上指出:“我们将力争避免核心人才流失,SK与英特尔的合同有包括相关条款。”\n罗伯特·克鲁克表示:“很荣幸被任命为SK海力士新公司的首席执行官”,“我们计划在全球招聘150多名新员工,到中国大陆、台湾、波兰、英国和美国加利福尼亚州工作。”\n这位CEO毕业于美国马萨诸塞大学,获计算机科学学位,并于1989年加入英特尔担任工程师。他现在负责非易失性存储器(NVM)部门,包括NAND闪存业务。\n去年10月,SK海力士宣布以90亿美元(约合人民币581.62亿元)收购英特尔的NAND闪存及SSD(固态硬盘)业务,已获得美国和韩国等7个国家的批准,目前该交易只待中国政府审批。\n一旦获批,SK海力士计划在华也设立一家新公司。业界预计,该公司将落户大连,也就是英特尔的NAND工厂所在地。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158131170,"gmtCreate":1625135002790,"gmtModify":1633944423005,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Bullish","listText":"Bullish","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158131170","repostId":"1117904279","repostType":4,"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158133748,"gmtCreate":1625134972184,"gmtModify":1633944423352,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158133748","repostId":"1113357649","repostType":4,"repost":{"id":"1113357649","kind":"news","pubTimestamp":1625133776,"share":"https://ttm.financial/m/news/1113357649?lang=&edition=full","pubTime":"2021-07-01 18:02","market":"us","language":"en","title":"Amazon: Undervalued With Potential Upside Of 25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113357649","media":"seekingalpha","summary":"Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.I initiate Amazon with a bullish rating and a fair value of $3576/share .The company's improving top line and bottom line performance suggests that the stock is currently undervalued by 3.9%.Amazon, a $1.74 trillion company. This is the current market capitalization of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?I initiate","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.</li>\n <li>I initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share).</li>\n <li>The company's improving top line and bottom line performance (which is expected to continue) suggests that the stock is currently undervalued by 3.9%.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ce52baed5afae04a384059297465d3\" tg-width=\"1536\" tg-height=\"1024\"><span>Daria Nipot/iStock Editorial via Getty Images</span></p>\n<p><b>Company Overview</b></p>\n<p>Amazon(NASDAQ:AMZN), a $1.74 trillion company. This is the current market capitalization (as of 06/29/2021) of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?</p>\n<p>Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters. For example, when Amazon announced the acquisition of Whole Foods, Walmart(NYSE:WMT), Kroger(NYSE:KR), Target(NYSE:TGT)took a nice hit in market value. I believe that the company will be able to keep delivering strong top line growth and continued growth in margins, fueled not only by the company's current business expansion but also by entering into new markets and new businesses.</p>\n<p><b>Company Analysis</b></p>\n<p>I initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share). The FV is an algorithm-adjusted fair value (the algorithm takes into account fundamental and technical factors, such as DCF FV, momentum, etc.) and it implies that the stock is undervalued by 3.9%.</p>\n<p>To compute the DCF FV, I used the trailing twelve-month numbers and I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. As with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb427d462596db1e1cb1ffc99acc90e4\" tg-width=\"571\" tg-height=\"240\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Capitalizing on R&D expenses, we have now a more clear picture of the company (i.e. the restated operating margin is now 9.03% TTM vs the non-restated operating margin is 6.63% TTM).</p>\n<p><b>Discounted Cash Flow Model</b></p>\n<p>Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e215b21ca0b3be5a5e0e7b62e36fb5f\" tg-width=\"640\" tg-height=\"268\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>In my DCF model, I assume a revenue growth for the Y1 of 21.2%, a CAGR Y2-Y5 of 15% and I assume a terminal year growth rate of 1.48% (or the current yield on 10Y Treasury). The decision of using the current and not expected yield is due to the willingness to remain market neutral (perhaps you can use Goldman Sachs expectations of 1.9%). The current assumptions lead to revenues of $1,253,844 million in Y10.</p>\n<p>Along the road, I also assume an improving outlook for operating margins with the target operating margin of 13.2% (vs current restated operating margin of 9.03%). If the company will be able to meet this target, it will result in operating margins in Y10 of $163,097 million.</p>\n<p>Finally, in doing my estimates, I used a WACC of 5.75% and a sales to capital ratio (or how much the company is going to reinvest to keep its business growing) of 2.95.</p>\n<p>By putting it together, I obtain a DCF value of $3328/share.</p>\n<p><b>Monte Carlo Simulation</b></p>\n<p>Rather than showing you only my point estimates, which may be right but also may be wrong, let's use probability distributions for inputs. Simulations allow us to assess the impact of continuous risk (e.g., changes in operating margins). In particular, I would like to focus on what I consider the main inputs of interest to get a bigger picture of the risk in the company. Those inputs are:</p>\n<p><i>1. Revenue Growth:</i></p>\n<p>In my DCF analysis, I assumed an expected CAGR Y2-Y5 of 15% with lower rates going forward. This assumption lead to revenues in Y10 of $1,253,844 million. While it is a reasonable assumption, Amazon is full of surprises, and it may deliver a top line growth well above my expectations. In the latter, I see a possible scenario with a CAGR Y2-Y5 of 24%, resulting in Y10 revenues of $1,989,952 million. However, we all know that regulators represent a big risk for the company. According to WSJ sources, if the \"giant-tech bill\" will pass, the company may be forced to either split into two companies or spin off its private-label product businesses. This represents a big risk that may slow down Amazon's growth, which could translate into a growth rate of 6% (resulting in Y10 revenues of $764,723 million). To sum up, I will assume a uniform distribution with a maximum of 24% and a minimum of 6%. The results are displayed below (this simulation and the next one have been performed 10,000 times).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/893dff753c8ca210759feb31b3966a5c\" tg-width=\"640\" tg-height=\"235\"><span>Source:Author's estimates</span></p>\n<p><i>2. Operating Margin</i>:</p>\n<p>Currently, Amazon has a restated operating margin of 9.03% TTM (vs not restated EBIT margin of 6.83%). In my DCF, I assumed a target operating margin of 13.2%. While this represents my most likely scenario for the company, I cannot close my eyes to the fact that, even if the company is improving its margins, it is following a very slow climb. Below, I display the non-restated EBIT margin for the last 5 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d66fcb05f4254b15de278f016121ffa\" tg-width=\"640\" tg-height=\"221\"><span>Source:SeekingAlpha.com</span></p>\n<p>However, as I stated at the beginning, Amazon is a disruptive company with the ability to do extraordinary things. For instance, AWS presents a current operating margin of 30% TTM and a revenue growth rate of 29.53% in 2020. A trend which is expected to continue, driven by improving outlook and with new partners joining the party. The last to join the party are Ferrari(NYSE:RACE)and Swisscom(OTCPK:SWZCF)who have chosen AWS as their preferred cloud partner.</p>\n<p>In 2020,according to Gartner, AWS generated revenue 2 times bigger than Microsoft(NASDAQ:MSFT). As stated by Gartner:</p>\n<blockquote>\n <i>The worldwide</i> \n <i>infrastructure as a service(IaaS) market grew 40.7% in 2020 to total $64.3 billion, up from $45.7 billion in 2019, according to Gartner, Inc. Amazon retained the No. 1 position in the IaaS market in 2020, followed by Microsoft, Alibaba, Google and Huawei... Amazon continued to lead the worldwide IaaS market with $26.2 billion of revenue in 2020 and 41% market share.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac00a17cbbd930ad6464a63f6d4f98eb\" tg-width=\"640\" tg-height=\"388\"><span>Source:Gartner.com</span></p>\n<p>Finally, to account for my concerns and beliefs, I will assume a triangular distribution with the following limits: the likeliest target operating margin of 13.2%, a maximum of 18.4%, and a minimum of 8% (close to the current company's EBIT margin). The results are displayed below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/054e2db392be500768de741516186013\" tg-width=\"640\" tg-height=\"237\"><span>Source:Author's estimates</span></p>\n<p><i>3. Cost of Capital:</i></p>\n<p>The last input of interest is the cost of capital. In doing my analysis, I estimated a cost of capital of 5.8% (with the current 10Y rate of 1.48 and an implied ERP of 4.54%). However, I may be wrong due to sector risk estimates or changes in the business mix (or both). To account for the possibility that I made some mistakes along the road, I will rely on a lognormal distribution with the most likely scenario of 5.8%. The results of the simulation are displayed below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d51740fa35eb9aedbc58c4c49d96eb\" tg-width=\"640\" tg-height=\"235\"><span>Source:Author's estimates</span></p>\n<p>By putting all of this together, the simulations return the following results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/139c89300706eab1e37dd1c992286d31\" tg-width=\"640\" tg-height=\"222\"><span>Source:Author's estimates</span></p>\n<p>For completeness, I also display below the relative and cumulative frequency of the simulation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7a908e21b8678a775a3e1742161a7d\" tg-width=\"573\" tg-height=\"644\"><span>Source:Author's estimates</span></p>\n<p>By looking at the results, we can see that the 50th percentile or the median is equal to $3274, close to the expected DCF FV of $3328. While the algorithm-adjusted FV of $3576 is the 60th percentile in my simulations (note also the long right tail).</p>\n<p>Finally, simulation results give us an interesting insight into a potential exit point. I believe that an interesting take profit point may be within the 80th percentile, which implies a potential upside of 24.89%. Why within the 80th percentile? I believe that, after reaching the $2.0 trillion company status, we will see the last climb of euphoria before investors start to take profits.</p>\n<p><b>Final Thoughts</b></p>\n<p>Both the algorithm-adjusted fair value and the Monte Carlo simulation suggest and support the bullish rating. The results found suggest that the stock is currently undervalued and that the company has still more room to go. What may drive the price to go higher? Well, there are different factors that may drive it. One of those is for sure corporate news. For instance, the company may introduce new products or announce a stock split (For the latter, I think this is unlikely, at least not now). However, don't forget also the other side, the risks. There are many risks associated with being invested in the company, one of those is represented by antitrust and regulators.</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>Amazon: Undervalued With Potential Upside Of 25%</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\">\nAmazon: Undervalued With Potential Upside Of 25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 18:02 GMT+8 <a href=https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113357649","content_text":"Summary\n\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share).\nThe company's improving top line and bottom line performance (which is expected to continue) suggests that the stock is currently undervalued by 3.9%.\n\nDaria Nipot/iStock Editorial via Getty Images\nCompany Overview\nAmazon(NASDAQ:AMZN), a $1.74 trillion company. This is the current market capitalization (as of 06/29/2021) of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters. For example, when Amazon announced the acquisition of Whole Foods, Walmart(NYSE:WMT), Kroger(NYSE:KR), Target(NYSE:TGT)took a nice hit in market value. I believe that the company will be able to keep delivering strong top line growth and continued growth in margins, fueled not only by the company's current business expansion but also by entering into new markets and new businesses.\nCompany Analysis\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share). The FV is an algorithm-adjusted fair value (the algorithm takes into account fundamental and technical factors, such as DCF FV, momentum, etc.) and it implies that the stock is undervalued by 3.9%.\nTo compute the DCF FV, I used the trailing twelve-month numbers and I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. As with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nCapitalizing on R&D expenses, we have now a more clear picture of the company (i.e. the restated operating margin is now 9.03% TTM vs the non-restated operating margin is 6.63% TTM).\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nIn my DCF model, I assume a revenue growth for the Y1 of 21.2%, a CAGR Y2-Y5 of 15% and I assume a terminal year growth rate of 1.48% (or the current yield on 10Y Treasury). The decision of using the current and not expected yield is due to the willingness to remain market neutral (perhaps you can use Goldman Sachs expectations of 1.9%). The current assumptions lead to revenues of $1,253,844 million in Y10.\nAlong the road, I also assume an improving outlook for operating margins with the target operating margin of 13.2% (vs current restated operating margin of 9.03%). If the company will be able to meet this target, it will result in operating margins in Y10 of $163,097 million.\nFinally, in doing my estimates, I used a WACC of 5.75% and a sales to capital ratio (or how much the company is going to reinvest to keep its business growing) of 2.95.\nBy putting it together, I obtain a DCF value of $3328/share.\nMonte Carlo Simulation\nRather than showing you only my point estimates, which may be right but also may be wrong, let's use probability distributions for inputs. Simulations allow us to assess the impact of continuous risk (e.g., changes in operating margins). In particular, I would like to focus on what I consider the main inputs of interest to get a bigger picture of the risk in the company. Those inputs are:\n1. Revenue Growth:\nIn my DCF analysis, I assumed an expected CAGR Y2-Y5 of 15% with lower rates going forward. This assumption lead to revenues in Y10 of $1,253,844 million. While it is a reasonable assumption, Amazon is full of surprises, and it may deliver a top line growth well above my expectations. In the latter, I see a possible scenario with a CAGR Y2-Y5 of 24%, resulting in Y10 revenues of $1,989,952 million. However, we all know that regulators represent a big risk for the company. According to WSJ sources, if the \"giant-tech bill\" will pass, the company may be forced to either split into two companies or spin off its private-label product businesses. This represents a big risk that may slow down Amazon's growth, which could translate into a growth rate of 6% (resulting in Y10 revenues of $764,723 million). To sum up, I will assume a uniform distribution with a maximum of 24% and a minimum of 6%. The results are displayed below (this simulation and the next one have been performed 10,000 times).\nSource:Author's estimates\n2. Operating Margin:\nCurrently, Amazon has a restated operating margin of 9.03% TTM (vs not restated EBIT margin of 6.83%). In my DCF, I assumed a target operating margin of 13.2%. While this represents my most likely scenario for the company, I cannot close my eyes to the fact that, even if the company is improving its margins, it is following a very slow climb. Below, I display the non-restated EBIT margin for the last 5 years.\nSource:SeekingAlpha.com\nHowever, as I stated at the beginning, Amazon is a disruptive company with the ability to do extraordinary things. For instance, AWS presents a current operating margin of 30% TTM and a revenue growth rate of 29.53% in 2020. A trend which is expected to continue, driven by improving outlook and with new partners joining the party. The last to join the party are Ferrari(NYSE:RACE)and Swisscom(OTCPK:SWZCF)who have chosen AWS as their preferred cloud partner.\nIn 2020,according to Gartner, AWS generated revenue 2 times bigger than Microsoft(NASDAQ:MSFT). As stated by Gartner:\n\nThe worldwide \n infrastructure as a service(IaaS) market grew 40.7% in 2020 to total $64.3 billion, up from $45.7 billion in 2019, according to Gartner, Inc. Amazon retained the No. 1 position in the IaaS market in 2020, followed by Microsoft, Alibaba, Google and Huawei... Amazon continued to lead the worldwide IaaS market with $26.2 billion of revenue in 2020 and 41% market share.\n\nSource:Gartner.com\nFinally, to account for my concerns and beliefs, I will assume a triangular distribution with the following limits: the likeliest target operating margin of 13.2%, a maximum of 18.4%, and a minimum of 8% (close to the current company's EBIT margin). The results are displayed below.\nSource:Author's estimates\n3. Cost of Capital:\nThe last input of interest is the cost of capital. In doing my analysis, I estimated a cost of capital of 5.8% (with the current 10Y rate of 1.48 and an implied ERP of 4.54%). However, I may be wrong due to sector risk estimates or changes in the business mix (or both). To account for the possibility that I made some mistakes along the road, I will rely on a lognormal distribution with the most likely scenario of 5.8%. The results of the simulation are displayed below.\nSource:Author's estimates\nBy putting all of this together, the simulations return the following results.\nSource:Author's estimates\nFor completeness, I also display below the relative and cumulative frequency of the simulation.\nSource:Author's estimates\nBy looking at the results, we can see that the 50th percentile or the median is equal to $3274, close to the expected DCF FV of $3328. While the algorithm-adjusted FV of $3576 is the 60th percentile in my simulations (note also the long right tail).\nFinally, simulation results give us an interesting insight into a potential exit point. I believe that an interesting take profit point may be within the 80th percentile, which implies a potential upside of 24.89%. Why within the 80th percentile? I believe that, after reaching the $2.0 trillion company status, we will see the last climb of euphoria before investors start to take profits.\nFinal Thoughts\nBoth the algorithm-adjusted fair value and the Monte Carlo simulation suggest and support the bullish rating. The results found suggest that the stock is currently undervalued and that the company has still more room to go. What may drive the price to go higher? Well, there are different factors that may drive it. One of those is for sure corporate news. For instance, the company may introduce new products or announce a stock split (For the latter, I think this is unlikely, at least not now). However, don't forget also the other side, the risks. There are many risks associated with being invested in the company, one of those is represented by antitrust and regulators.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121159297,"gmtCreate":1624457239519,"gmtModify":1634005868060,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Oh?","listText":"Oh?","text":"Oh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121159297","repostId":"121111798","repostType":1,"repost":{"id":121111798,"gmtCreate":1624456468908,"gmtModify":1624456468908,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"美国6月Markit制造业PMI初值:62.6,超过预期","htmlText":"美国6月Markit制造业PMI初值:62.6,预期:61.4,前值:62.1。 美国6月Markit服务业PMI初值:64.8,预期:70,前值:70.4。","listText":"美国6月Markit制造业PMI初值:62.6,预期:61.4,前值:62.1。 美国6月Markit服务业PMI初值:64.8,预期:70,前值:70.4。","text":"美国6月Markit制造业PMI初值:62.6,预期:61.4,前值:62.1。 美国6月Markit服务业PMI初值:64.8,预期:70,前值:70.4。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121111798","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129898008,"gmtCreate":1624368326904,"gmtModify":1634007201975,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129898008","repostId":"129118261","repostType":1,"repost":{"id":129118261,"gmtCreate":1624364742153,"gmtModify":1744960697098,"author":{"id":"3497328009582754","authorId":"3497328009582754","name":"桃李春风益点财","avatar":"https://static.tigerbbs.com/dc8827e0d2ccb8087a4e15cbe447ad5c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497328009582754","authorIdStr":"3497328009582754"},"themes":[],"title":"成长已死 价值回归!巴菲特跟索罗斯都看好它?","htmlText":"摘要:无论你认可巴菲特,还是认同索罗斯,现在都可以把握这类股票的交易机会,因为它竟然同时符合这两位大佬的理念!本文聚焦PART1:巴菲特VS索罗斯,你会站队谁?PART2:价值股正成为趋势股,两位大佬殊途同归?贝瑞研究声明:文中观点基于公开市场信息和历史数据形成,不作为直接投资建议,仅供交流,欢迎留言探讨相关话题。图注:图片源自网络,侵权请联系删除PART1:巴菲特VS索罗斯,你会站队谁?在很多时候,投资者都得做该如何站队这道选择题,是站巴菲特还是索罗斯?投资家沃伦•巴菲特和乔治•索罗斯的成功颇具传奇性。无论是索罗斯在“干倒英格兰银行”期间赚了10亿美元,还是巴菲特从可口可乐这只股票中获得了1550%的回报,都战绩赫赫,是很多人难以复制的成功。但如果投资者有意模仿这些传奇人物的投资套路,通常只能选一个大佬来追随。因为,这两位投资大佬对波动性和风险的观点,是截然相反的。在大多数时候,投资者要么站队巴菲特阵营,要么站队索罗斯阵营。巴菲特以价值投资著称,他谨慎地专注于基本面强劲的公司。他是个长线投资者,不擅长做投机交易。长期来看,他也已经证明了自己的策略是有效的——他的投资回报率足以甩大多数投机者几条街。巴菲特有句名言:“只有当潮水退去,你才会知道谁在裸泳。”换句话说,就是牛市给过度风险的押注提供了掩护。但如果投资者一直在冒险,却没有尽职做好调研,并为下跌做好充足的准备,那么在泡沫破裂时,投资者将会首当其冲。与巴菲特相反,索罗斯则喜欢投身强势的市场趋势中(译者注:趋势投资者,即我们常说的追涨杀跌),正如他在2009年所说的:“当我看到泡沫形成后,我就会赶紧买入,火上浇油一把。”图注:图片源自网络,侵权请联系删除在索罗斯看来,投机狂潮并不是一个危险信号,反而是一个机会。市场在脱离基本面后,它们会以在前所未有的速度上涨,这在盈利增长固定的情况下根本无法想象。在这种时候,索罗斯的投资哲","listText":"摘要:无论你认可巴菲特,还是认同索罗斯,现在都可以把握这类股票的交易机会,因为它竟然同时符合这两位大佬的理念!本文聚焦PART1:巴菲特VS索罗斯,你会站队谁?PART2:价值股正成为趋势股,两位大佬殊途同归?贝瑞研究声明:文中观点基于公开市场信息和历史数据形成,不作为直接投资建议,仅供交流,欢迎留言探讨相关话题。图注:图片源自网络,侵权请联系删除PART1:巴菲特VS索罗斯,你会站队谁?在很多时候,投资者都得做该如何站队这道选择题,是站巴菲特还是索罗斯?投资家沃伦•巴菲特和乔治•索罗斯的成功颇具传奇性。无论是索罗斯在“干倒英格兰银行”期间赚了10亿美元,还是巴菲特从可口可乐这只股票中获得了1550%的回报,都战绩赫赫,是很多人难以复制的成功。但如果投资者有意模仿这些传奇人物的投资套路,通常只能选一个大佬来追随。因为,这两位投资大佬对波动性和风险的观点,是截然相反的。在大多数时候,投资者要么站队巴菲特阵营,要么站队索罗斯阵营。巴菲特以价值投资著称,他谨慎地专注于基本面强劲的公司。他是个长线投资者,不擅长做投机交易。长期来看,他也已经证明了自己的策略是有效的——他的投资回报率足以甩大多数投机者几条街。巴菲特有句名言:“只有当潮水退去,你才会知道谁在裸泳。”换句话说,就是牛市给过度风险的押注提供了掩护。但如果投资者一直在冒险,却没有尽职做好调研,并为下跌做好充足的准备,那么在泡沫破裂时,投资者将会首当其冲。与巴菲特相反,索罗斯则喜欢投身强势的市场趋势中(译者注:趋势投资者,即我们常说的追涨杀跌),正如他在2009年所说的:“当我看到泡沫形成后,我就会赶紧买入,火上浇油一把。”图注:图片源自网络,侵权请联系删除在索罗斯看来,投机狂潮并不是一个危险信号,反而是一个机会。市场在脱离基本面后,它们会以在前所未有的速度上涨,这在盈利增长固定的情况下根本无法想象。在这种时候,索罗斯的投资哲","text":"摘要:无论你认可巴菲特,还是认同索罗斯,现在都可以把握这类股票的交易机会,因为它竟然同时符合这两位大佬的理念!本文聚焦PART1:巴菲特VS索罗斯,你会站队谁?PART2:价值股正成为趋势股,两位大佬殊途同归?贝瑞研究声明:文中观点基于公开市场信息和历史数据形成,不作为直接投资建议,仅供交流,欢迎留言探讨相关话题。图注:图片源自网络,侵权请联系删除PART1:巴菲特VS索罗斯,你会站队谁?在很多时候,投资者都得做该如何站队这道选择题,是站巴菲特还是索罗斯?投资家沃伦•巴菲特和乔治•索罗斯的成功颇具传奇性。无论是索罗斯在“干倒英格兰银行”期间赚了10亿美元,还是巴菲特从可口可乐这只股票中获得了1550%的回报,都战绩赫赫,是很多人难以复制的成功。但如果投资者有意模仿这些传奇人物的投资套路,通常只能选一个大佬来追随。因为,这两位投资大佬对波动性和风险的观点,是截然相反的。在大多数时候,投资者要么站队巴菲特阵营,要么站队索罗斯阵营。巴菲特以价值投资著称,他谨慎地专注于基本面强劲的公司。他是个长线投资者,不擅长做投机交易。长期来看,他也已经证明了自己的策略是有效的——他的投资回报率足以甩大多数投机者几条街。巴菲特有句名言:“只有当潮水退去,你才会知道谁在裸泳。”换句话说,就是牛市给过度风险的押注提供了掩护。但如果投资者一直在冒险,却没有尽职做好调研,并为下跌做好充足的准备,那么在泡沫破裂时,投资者将会首当其冲。与巴菲特相反,索罗斯则喜欢投身强势的市场趋势中(译者注:趋势投资者,即我们常说的追涨杀跌),正如他在2009年所说的:“当我看到泡沫形成后,我就会赶紧买入,火上浇油一把。”图注:图片源自网络,侵权请联系删除在索罗斯看来,投机狂潮并不是一个危险信号,反而是一个机会。市场在脱离基本面后,它们会以在前所未有的速度上涨,这在盈利增长固定的情况下根本无法想象。在这种时候,索罗斯的投资哲","images":[{"img":"https://static.tigerbbs.com/1c9c8f657e724dc114ffd08031358177","width":"480","height":"300"},{"img":"https://static.tigerbbs.com/eeefc8653f315e8ffe09fe68ef472de0","width":"605","height":"404"},{"img":"https://static.tigerbbs.com/0a6652af46f151459b15f70959441798","width":"1020","height":"1350"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129118261","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167667153,"gmtCreate":1624266151072,"gmtModify":1634008687377,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167667153","repostId":"167823224","repostType":1,"repost":{"id":167823224,"gmtCreate":1624260366964,"gmtModify":1624267800189,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股周策略:为什么9月可能是探讨QE减量的窗口期?","htmlText":"上周FOMC后美股市场出现回撤,或存在一定技术性因素。从政策上看,美联储如市场普遍预期一样,选择按兵不动,也未暗示减量。鲍威尔表示QE的退出,一定将是充分且会提前管理预期,同时强调目前距离真正减量还有一定时间。(就业市场长足复苏前谈及Tapering为时尚早)。 如果是从对资产价格的影响来看(例如图1,我们主要参考流动性)。对美股来讲,基本可以理解为市场还处在讨论是否要开始去探讨QE减量这件事情的阶段。此前市场预期的紧缩节点,仍然在四季度阶段。我们不妨进一步来观察这个微妙的时间窗口。就业市场情绪或在财政纾困告一段落后才会充分释放,缩减购债规模的探讨预计最快9月 在美联储的政策工具中,由于加息与否更注重对通胀的观测,QE更注重对于就业市场表现的观测。所以美联储在目前的通胀压力下,上调了加息预期,在就业连续4、5两月低于预期的情况下,并未谈及关于缩减购债规模的言论。 从就业市场的角度看,目前美国一系列财政纾困将在今夏逐步告一段落,例如6月开始,全美就已经有 25 个州宣布将在9月这一法定到期日前提前结束每周300美元的增强失业救助,这么看下来,对于就业情绪的激活可能会在8月公布的7月FOMC中体现。对应美联储缩减购债规模的讨论可能最快在九月FOMC时提上日程,最早在市场普遍预计的四季度开始收紧购债规模。(今年剩下的FOMC还有7月27-28日,9月21-22日、11月2-3日、12月14-15日)。 另一方面,由于通胀数据属于同比指标范畴,涉及到低基数问题,因此影响较大的本身就在年内。我们预计从中期来看,随着时间的推移,下半年开始到明年,通胀预期逐渐回落后,加息的预期可能会随之缓解。 当然三季度通胀和就业的变化,依旧牵动市场,往前看,两个比较重要的事情是,7月上旬开始的财报季盈利情绪调整(积极的话有望产生预跑行情),8月上旬非农后开启的另一个行情变化窗口期(通胀和就业的变化)<","listText":"上周FOMC后美股市场出现回撤,或存在一定技术性因素。从政策上看,美联储如市场普遍预期一样,选择按兵不动,也未暗示减量。鲍威尔表示QE的退出,一定将是充分且会提前管理预期,同时强调目前距离真正减量还有一定时间。(就业市场长足复苏前谈及Tapering为时尚早)。 如果是从对资产价格的影响来看(例如图1,我们主要参考流动性)。对美股来讲,基本可以理解为市场还处在讨论是否要开始去探讨QE减量这件事情的阶段。此前市场预期的紧缩节点,仍然在四季度阶段。我们不妨进一步来观察这个微妙的时间窗口。就业市场情绪或在财政纾困告一段落后才会充分释放,缩减购债规模的探讨预计最快9月 在美联储的政策工具中,由于加息与否更注重对通胀的观测,QE更注重对于就业市场表现的观测。所以美联储在目前的通胀压力下,上调了加息预期,在就业连续4、5两月低于预期的情况下,并未谈及关于缩减购债规模的言论。 从就业市场的角度看,目前美国一系列财政纾困将在今夏逐步告一段落,例如6月开始,全美就已经有 25 个州宣布将在9月这一法定到期日前提前结束每周300美元的增强失业救助,这么看下来,对于就业情绪的激活可能会在8月公布的7月FOMC中体现。对应美联储缩减购债规模的讨论可能最快在九月FOMC时提上日程,最早在市场普遍预计的四季度开始收紧购债规模。(今年剩下的FOMC还有7月27-28日,9月21-22日、11月2-3日、12月14-15日)。 另一方面,由于通胀数据属于同比指标范畴,涉及到低基数问题,因此影响较大的本身就在年内。我们预计从中期来看,随着时间的推移,下半年开始到明年,通胀预期逐渐回落后,加息的预期可能会随之缓解。 当然三季度通胀和就业的变化,依旧牵动市场,往前看,两个比较重要的事情是,7月上旬开始的财报季盈利情绪调整(积极的话有望产生预跑行情),8月上旬非农后开启的另一个行情变化窗口期(通胀和就业的变化)<","text":"上周FOMC后美股市场出现回撤,或存在一定技术性因素。从政策上看,美联储如市场普遍预期一样,选择按兵不动,也未暗示减量。鲍威尔表示QE的退出,一定将是充分且会提前管理预期,同时强调目前距离真正减量还有一定时间。(就业市场长足复苏前谈及Tapering为时尚早)。 如果是从对资产价格的影响来看(例如图1,我们主要参考流动性)。对美股来讲,基本可以理解为市场还处在讨论是否要开始去探讨QE减量这件事情的阶段。此前市场预期的紧缩节点,仍然在四季度阶段。我们不妨进一步来观察这个微妙的时间窗口。就业市场情绪或在财政纾困告一段落后才会充分释放,缩减购债规模的探讨预计最快9月 在美联储的政策工具中,由于加息与否更注重对通胀的观测,QE更注重对于就业市场表现的观测。所以美联储在目前的通胀压力下,上调了加息预期,在就业连续4、5两月低于预期的情况下,并未谈及关于缩减购债规模的言论。 从就业市场的角度看,目前美国一系列财政纾困将在今夏逐步告一段落,例如6月开始,全美就已经有 25 个州宣布将在9月这一法定到期日前提前结束每周300美元的增强失业救助,这么看下来,对于就业情绪的激活可能会在8月公布的7月FOMC中体现。对应美联储缩减购债规模的讨论可能最快在九月FOMC时提上日程,最早在市场普遍预计的四季度开始收紧购债规模。(今年剩下的FOMC还有7月27-28日,9月21-22日、11月2-3日、12月14-15日)。 另一方面,由于通胀数据属于同比指标范畴,涉及到低基数问题,因此影响较大的本身就在年内。我们预计从中期来看,随着时间的推移,下半年开始到明年,通胀预期逐渐回落后,加息的预期可能会随之缓解。 当然三季度通胀和就业的变化,依旧牵动市场,往前看,两个比较重要的事情是,7月上旬开始的财报季盈利情绪调整(积极的话有望产生预跑行情),8月上旬非农后开启的另一个行情变化窗口期(通胀和就业的变化)<","images":[{"img":"https://static.tigerbbs.com/7c64fde2e1c9d806b3d025172d1228d4","width":"1437","height":"851"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167823224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164931221,"gmtCreate":1624164677663,"gmtModify":1634009926026,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164931221","repostId":"2144777837","repostType":2,"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164992229,"gmtCreate":1624164329161,"gmtModify":1634009932107,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"No..","listText":"No..","text":"No..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164992229","repostId":"162741346","repostType":1,"repost":{"id":162741346,"gmtCreate":1624077544985,"gmtModify":1624131232023,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"3艘豪华游轮爆疫情! 打了疫苗也感染,千人海上隔离!","htmlText":"仅仅一周的时间, 3艘豪华游轮爆出疫情。尽管全员接种两针疫苗,全员核酸检测阴性,豪华游轮再爆疫情!美国疾病控制与预防中心(CDC) 上月批准了重新启动巡航的工作,这是一年多来的首次。根据目前CDC的指导方针,所有的客人——无论是接种过疫苗的还是未接种的——都将被要求“在室内佩戴口罩,除非坐下来进食或饮水。”在上周两艘游轮爆疫后,今天又一艘全员接种疫苗的豪华巨轮沦陷。有关官员表示, <a target=\"_blank\" href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a> )国际游轮“海洋奥德赛”号(Odyssey of the Seas)的8名船员被检测出Covid-19呈阳性,船上1400人立遭隔离,因此该游轮将推迟首航。“海洋奥德赛”号的首次航行原定于7月3日,现在定于7月31日。公司首席执行官迈克尔·贝利在一份声明中表示:“在常规检测中,8名船员收到了COVID-19阳性检测结果。” 在8例病例中,6人无症状,2人症状轻微。1400名已接种疫苗的船员,将全部在船上被隔离14天,接受监测。“虽然令人失望,但这是一个正确的决定,对我们的船员和客人的健康和幸福。”但在登船之前,所有客人都被要求在出发前72小时出示COVID-19检测阴性和疫苗接种证明,也就是双保险。该游轮6月4日抵达美国佛州,抵达当天,1400名船员就全体下船,接种了疫苗。不过,到今天为止,距离船员们接种疫苗还没有到14天——这被认为是新冠疫苗完全发挥作用所需的期限。根据CDC的说法,在完全接种疫苗或突破性感染后检测出阳性的人非常罕见。CDC上月表示,在已接种疫苗的1.3亿多人中,至少有10262人出现突破性感染。许多在完全接种疫苗后检测呈阳性的人没有症状。海洋奥德赛号又称“超级量子游轮”,是世界上最大的游轮之一,共有16层甲","listText":"仅仅一周的时间, 3艘豪华游轮爆出疫情。尽管全员接种两针疫苗,全员核酸检测阴性,豪华游轮再爆疫情!美国疾病控制与预防中心(CDC) 上月批准了重新启动巡航的工作,这是一年多来的首次。根据目前CDC的指导方针,所有的客人——无论是接种过疫苗的还是未接种的——都将被要求“在室内佩戴口罩,除非坐下来进食或饮水。”在上周两艘游轮爆疫后,今天又一艘全员接种疫苗的豪华巨轮沦陷。有关官员表示, <a target=\"_blank\" href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a> )国际游轮“海洋奥德赛”号(Odyssey of the Seas)的8名船员被检测出Covid-19呈阳性,船上1400人立遭隔离,因此该游轮将推迟首航。“海洋奥德赛”号的首次航行原定于7月3日,现在定于7月31日。公司首席执行官迈克尔·贝利在一份声明中表示:“在常规检测中,8名船员收到了COVID-19阳性检测结果。” 在8例病例中,6人无症状,2人症状轻微。1400名已接种疫苗的船员,将全部在船上被隔离14天,接受监测。“虽然令人失望,但这是一个正确的决定,对我们的船员和客人的健康和幸福。”但在登船之前,所有客人都被要求在出发前72小时出示COVID-19检测阴性和疫苗接种证明,也就是双保险。该游轮6月4日抵达美国佛州,抵达当天,1400名船员就全体下船,接种了疫苗。不过,到今天为止,距离船员们接种疫苗还没有到14天——这被认为是新冠疫苗完全发挥作用所需的期限。根据CDC的说法,在完全接种疫苗或突破性感染后检测出阳性的人非常罕见。CDC上月表示,在已接种疫苗的1.3亿多人中,至少有10262人出现突破性感染。许多在完全接种疫苗后检测呈阳性的人没有症状。海洋奥德赛号又称“超级量子游轮”,是世界上最大的游轮之一,共有16层甲","text":"仅仅一周的时间, 3艘豪华游轮爆出疫情。尽管全员接种两针疫苗,全员核酸检测阴性,豪华游轮再爆疫情!美国疾病控制与预防中心(CDC) 上月批准了重新启动巡航的工作,这是一年多来的首次。根据目前CDC的指导方针,所有的客人——无论是接种过疫苗的还是未接种的——都将被要求“在室内佩戴口罩,除非坐下来进食或饮水。”在上周两艘游轮爆疫后,今天又一艘全员接种疫苗的豪华巨轮沦陷。有关官员表示, $皇家加勒比邮轮(RCL)$ )国际游轮“海洋奥德赛”号(Odyssey of the Seas)的8名船员被检测出Covid-19呈阳性,船上1400人立遭隔离,因此该游轮将推迟首航。“海洋奥德赛”号的首次航行原定于7月3日,现在定于7月31日。公司首席执行官迈克尔·贝利在一份声明中表示:“在常规检测中,8名船员收到了COVID-19阳性检测结果。” 在8例病例中,6人无症状,2人症状轻微。1400名已接种疫苗的船员,将全部在船上被隔离14天,接受监测。“虽然令人失望,但这是一个正确的决定,对我们的船员和客人的健康和幸福。”但在登船之前,所有客人都被要求在出发前72小时出示COVID-19检测阴性和疫苗接种证明,也就是双保险。该游轮6月4日抵达美国佛州,抵达当天,1400名船员就全体下船,接种了疫苗。不过,到今天为止,距离船员们接种疫苗还没有到14天——这被认为是新冠疫苗完全发挥作用所需的期限。根据CDC的说法,在完全接种疫苗或突破性感染后检测出阳性的人非常罕见。CDC上月表示,在已接种疫苗的1.3亿多人中,至少有10262人出现突破性感染。许多在完全接种疫苗后检测呈阳性的人没有症状。海洋奥德赛号又称“超级量子游轮”,是世界上最大的游轮之一,共有16层甲","images":[{"img":"https://static.tigerbbs.com/9229d50290c95bf2f115e74eddcebdc5","width":"688","height":"386"},{"img":"https://static.tigerbbs.com/0aa0c1e5bb5e4c6d9806f719b3955d6c","width":"688","height":"459"},{"img":"https://static.tigerbbs.com/d2779396adacc9b54dfda4bf3bcec0ad","width":"688","height":"387"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162741346","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165323804,"gmtCreate":1624097987808,"gmtModify":1634010714893,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165323804","repostId":"166468562","repostType":1,"repost":{"id":166468562,"gmtCreate":1624023102352,"gmtModify":1624169415314,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"开盘:美股三大指数集体低开,石油股普跌","htmlText":"6月18日,美股三大指数集体低开,道指跌1.09%,纳指跌0.45%,标普500指数跌0.78%。 石油股普跌,壳牌石油跌超4%;汽车股多数下跌,丰田汽车跌近4%。 赛科斯涨30%,Sitel集团将以每股54美元的价格收购美国业务流程外包供应商赛科斯。","listText":"6月18日,美股三大指数集体低开,道指跌1.09%,纳指跌0.45%,标普500指数跌0.78%。 石油股普跌,壳牌石油跌超4%;汽车股多数下跌,丰田汽车跌近4%。 赛科斯涨30%,Sitel集团将以每股54美元的价格收购美国业务流程外包供应商赛科斯。","text":"6月18日,美股三大指数集体低开,道指跌1.09%,纳指跌0.45%,标普500指数跌0.78%。 石油股普跌,壳牌石油跌超4%;汽车股多数下跌,丰田汽车跌近4%。 赛科斯涨30%,Sitel集团将以每股54美元的价格收购美国业务流程外包供应商赛科斯。","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166468562","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168985032,"gmtCreate":1623946884026,"gmtModify":1634025396140,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168985032","repostId":"2144742968","repostType":2,"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161643591,"gmtCreate":1623925072513,"gmtModify":1634025812503,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"PLTR","listText":"PLTR","text":"PLTR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161643591","repostId":"1193159328","repostType":2,"repost":{"id":"1193159328","kind":"news","pubTimestamp":1623913694,"share":"https://ttm.financial/m/news/1193159328?lang=&edition=full","pubTime":"2021-06-17 15:08","market":"us","language":"en","title":"3 Reasons Palantir's Future Looks Bright","url":"https://stock-news.laohu8.com/highlight/detail?id=1193159328","media":"Motley Fool","summary":"Despite volatility in its stock, the data aggregation specialist looks poised for ongoing success.","content":"<p>The past several months have been a roller coaster for investors in data science software company <b>Palantir Technologies</b> (NYSE:PLTR). Palantir excited investors when it went public in September, but market sentiment toward the stock has cooled since then. Still, once you peel back the layers of Palantir's business, you'll find three reasons why this innovative and exciting company seems bound for brighter days ahead.</p>\n<p><b>1. Data is growing exponentially</b></p>\n<p>According to <b>IBM,</b>90% of the entire world's data has been generated just in the past two years. As the various parts of the world currently without the internet continue to go digital, they'll create even more data with every email, text, website, or app.</p>\n<p>However, these massive volumes of data are fragmented, coming from many and various sources. Imagine being given a puzzle with a<i>trillion</i>pieces and being asked to put it together. Companies may capture and store all this data, but they're just now realizing that they also need tools to manage it all.</p>\n<p>Palantir offers those companies cutting-edge help. Its software formats an organization's data into a single, easily understood language that people can use to make decisions and instantly track their impact.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb66b53826e481bff065d169ae26683c\" tg-width=\"2000\" tg-height=\"1250\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>2. The US government has proven Palantir's value</b></p>\n<p>The US government was the first organization to back Palantir in the early 2000s. While details about Palantir's government work are sparse, Palantir has helped the Department of Defense combat terrorism, and it was recently deployed to track the distribution of COVID-19 vaccinations in the US.</p>\n<p>Investors should know the controversy that Palantir brings to the table. The company has placed itself into \"sticky\" public relations situations; its own employees have criticized the company for its work with U.S. Immigration and Customs Enforcement (ICE). Striking a balance between the desires of your employees and your largest customer can be a delicate balancing act.</p>\n<p>Palantir CEO Alex Karp has publicly sided with the government -- and that loyalty has helped Palantir land additional government projects. In the company's recent Q1 business update, management disclosed that government business had grown 83% year over year.</p>\n<p>A handful of government contract wins have illustrated this growth in recent months:</p>\n<ul>\n <li>$110 million from US Special Operations Command</li>\n <li>$33 million from the US Space Force</li>\n <li>$90 million from the National Nuclear Safety Administration</li>\n <li>A potential $250 million from the US Army</li>\n</ul>\n<p>The government is a tight-knit community where relationships and word of mouth make a difference. Palantir's years of proximity to the government have helped it win multiple contracts, strengthening its potential for future gains. Palantir derives 56% of its revenue from government clients -- its single largest customer. Losing that business could expose the company to devastating consequences.</p>\n<p>However, as Palantir penetrates various branches of government, its business becomes more \"sticky\" and difficult to displace. While some companies have similar capabilities in managing data, such as <b>Snowflake</b>,<b>C3.ai</b>, and <b>Alteryx</b>, none currently can do it in a manner that is as integrated and seamless as Palantir. Palantir's Gotham platform can connect various government departments, enabling data from one to aid another. The company's 2020 annual report stated that Palantir wants to be the \"default operating system\" for all mission-critical data across the US government.</p>\n<p><b>3. The private sector's long runway</b></p>\n<p>The ability of Palantir's technology to simplify and provide insights into massive data pools is trickling into the private sector:</p>\n<ul>\n <li>Pharmaceutical companies are using Palantir to help them find new drugs.</li>\n <li>Bankers and insurers turn to Palantir to detect laundering and fraud.</li>\n <li>Automotive manufacturers are using Palantir to trace quality defects to their origin in the factory.</li>\n <li>Aviation companies are using Palantir to simplify supply chains, saving costs and time.</li>\n</ul>\n<p>As companies save time and money through data management, competitors will seek similar tools to catch up (or maintain) a competitive edge.</p>\n<p>Right now, Palantir's customer base is concentrated-just 149 customers, the top 20 of whom contributed roughly half of Palantir's total $1.2 billion of revenue in 2020. The private sector currently represents just 44% of Palantir's business. As industries continue to lean on technology (especially with 5G dramatically increasing connectivity), more companies will need to manage their data.</p>\n<p>Palantir works with just a tiny fraction of the<i>Fortune</i>500 (just 24 companies in the Global 300). But if Palantir can provide the same level of value in its software to businesses that it has to the government, we are looking at a massive runway for expansion over the years ahead.</p>\n<p><b>Why Palantir has long-term upside</b></p>\n<p>Palantir's share price has gone up and down lately for no specific reason. Volatility is typical for newly public stocks, and it often doesn't reflect on the business itself. Management is guiding revenue growth at a 30%+ average growth rate over the next four years -- and with a virtually untapped private sector and government revenue accelerating, that target looks achievable.</p>\n<p>Earnings-based metrics such as the P/E ratio (price to earnings) won't tell you the whole story for tech growth stocks like Palantir, because right now, it's spending heavily to drive revenue growth. Instead, try weighing the company's enterprise value -- its market cap, plus all its cash, minus its debt -- against its annual sales. The company has pulled back from over 40x EV/sales in February to 29x EV/sales today.</p>\n<p>However, as Palantir grows, its revenues begin to expand faster than its expenses -- fattening its profits. In Q1 2021, 49% year-over-year revenue growth helped to push adjusted operating income from last year's $16 million loss to a $117 million gain. In the year-ago period, Palantir burned $290 million in cash; thanks to growing sales, it posted $151 million in free cash flow in Q1. Palantir's expected to be profitable this year for the first time.</p>\n<p>Far from a company in decline, Palantir is just getting started. Keep an eye on the company to make sure it continues to deliver new contracts and revenue growth in the quarters to come.</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>3 Reasons Palantir's Future Looks Bright</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\">\n3 Reasons Palantir's Future Looks Bright\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 15:08 GMT+8 <a href=https://www.fool.com/investing/2021/06/16/3-reasons-palantirs-future-looks-bright/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past several months have been a roller coaster for investors in data science software company Palantir Technologies (NYSE:PLTR). Palantir excited investors when it went public in September, but ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/16/3-reasons-palantirs-future-looks-bright/\">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://www.fool.com/investing/2021/06/16/3-reasons-palantirs-future-looks-bright/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193159328","content_text":"The past several months have been a roller coaster for investors in data science software company Palantir Technologies (NYSE:PLTR). Palantir excited investors when it went public in September, but market sentiment toward the stock has cooled since then. Still, once you peel back the layers of Palantir's business, you'll find three reasons why this innovative and exciting company seems bound for brighter days ahead.\n1. Data is growing exponentially\nAccording to IBM,90% of the entire world's data has been generated just in the past two years. As the various parts of the world currently without the internet continue to go digital, they'll create even more data with every email, text, website, or app.\nHowever, these massive volumes of data are fragmented, coming from many and various sources. Imagine being given a puzzle with atrillionpieces and being asked to put it together. Companies may capture and store all this data, but they're just now realizing that they also need tools to manage it all.\nPalantir offers those companies cutting-edge help. Its software formats an organization's data into a single, easily understood language that people can use to make decisions and instantly track their impact.\nIMAGE SOURCE: GETTY IMAGES.\n2. The US government has proven Palantir's value\nThe US government was the first organization to back Palantir in the early 2000s. While details about Palantir's government work are sparse, Palantir has helped the Department of Defense combat terrorism, and it was recently deployed to track the distribution of COVID-19 vaccinations in the US.\nInvestors should know the controversy that Palantir brings to the table. The company has placed itself into \"sticky\" public relations situations; its own employees have criticized the company for its work with U.S. Immigration and Customs Enforcement (ICE). Striking a balance between the desires of your employees and your largest customer can be a delicate balancing act.\nPalantir CEO Alex Karp has publicly sided with the government -- and that loyalty has helped Palantir land additional government projects. In the company's recent Q1 business update, management disclosed that government business had grown 83% year over year.\nA handful of government contract wins have illustrated this growth in recent months:\n\n$110 million from US Special Operations Command\n$33 million from the US Space Force\n$90 million from the National Nuclear Safety Administration\nA potential $250 million from the US Army\n\nThe government is a tight-knit community where relationships and word of mouth make a difference. Palantir's years of proximity to the government have helped it win multiple contracts, strengthening its potential for future gains. Palantir derives 56% of its revenue from government clients -- its single largest customer. Losing that business could expose the company to devastating consequences.\nHowever, as Palantir penetrates various branches of government, its business becomes more \"sticky\" and difficult to displace. While some companies have similar capabilities in managing data, such as Snowflake,C3.ai, and Alteryx, none currently can do it in a manner that is as integrated and seamless as Palantir. Palantir's Gotham platform can connect various government departments, enabling data from one to aid another. The company's 2020 annual report stated that Palantir wants to be the \"default operating system\" for all mission-critical data across the US government.\n3. The private sector's long runway\nThe ability of Palantir's technology to simplify and provide insights into massive data pools is trickling into the private sector:\n\nPharmaceutical companies are using Palantir to help them find new drugs.\nBankers and insurers turn to Palantir to detect laundering and fraud.\nAutomotive manufacturers are using Palantir to trace quality defects to their origin in the factory.\nAviation companies are using Palantir to simplify supply chains, saving costs and time.\n\nAs companies save time and money through data management, competitors will seek similar tools to catch up (or maintain) a competitive edge.\nRight now, Palantir's customer base is concentrated-just 149 customers, the top 20 of whom contributed roughly half of Palantir's total $1.2 billion of revenue in 2020. The private sector currently represents just 44% of Palantir's business. As industries continue to lean on technology (especially with 5G dramatically increasing connectivity), more companies will need to manage their data.\nPalantir works with just a tiny fraction of theFortune500 (just 24 companies in the Global 300). But if Palantir can provide the same level of value in its software to businesses that it has to the government, we are looking at a massive runway for expansion over the years ahead.\nWhy Palantir has long-term upside\nPalantir's share price has gone up and down lately for no specific reason. Volatility is typical for newly public stocks, and it often doesn't reflect on the business itself. Management is guiding revenue growth at a 30%+ average growth rate over the next four years -- and with a virtually untapped private sector and government revenue accelerating, that target looks achievable.\nEarnings-based metrics such as the P/E ratio (price to earnings) won't tell you the whole story for tech growth stocks like Palantir, because right now, it's spending heavily to drive revenue growth. Instead, try weighing the company's enterprise value -- its market cap, plus all its cash, minus its debt -- against its annual sales. The company has pulled back from over 40x EV/sales in February to 29x EV/sales today.\nHowever, as Palantir grows, its revenues begin to expand faster than its expenses -- fattening its profits. In Q1 2021, 49% year-over-year revenue growth helped to push adjusted operating income from last year's $16 million loss to a $117 million gain. In the year-ago period, Palantir burned $290 million in cash; thanks to growing sales, it posted $151 million in free cash flow in Q1. Palantir's expected to be profitable this year for the first time.\nFar from a company in decline, Palantir is just getting started. Keep an eye on the company to make sure it continues to deliver new contracts and revenue growth in the quarters to come.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163121984,"gmtCreate":1623863466948,"gmtModify":1634026781427,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163121984","repostId":"169238282","repostType":1,"repost":{"id":169238282,"gmtCreate":1623836980043,"gmtModify":1623836980043,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"有通胀,无“牛市”?华尔街分析师:通胀不会伤害股市","htmlText":"6月16日消息,正如投资者所见,通胀正在升温,但华尔街策略师并未对通胀感到担忧,金融市场目前也认可这一观点。 正如雅虎金融公司Brian Cheung上周指出的那样,在5月价格以几十年来最快的速度上涨后,长期美债收益率跌至数月以来的地点。上周五收盘时,10年期国债收益率接近1.46%,为3月初以来的最低水平。标准普尔500指数周五也创下历史新高。 在周五发布的客户报告中,凯投宏观的 Franziska Palmas认为,目前,美国通胀不会使股市脱轨,尽管凯投认为通胀压力比美联储的“暂时性”观点所暗示的要强一些。 目前,货币政策和经济周期都对股市有利。Palmas认为,未来几年,这些条件不会发生巨大变化。 Palmas指出,通胀上升的迹象并未引发对货币政策前景的重新评估,这主要是因为美联储一直在强调通胀上升只是暂时的,因此不会对此采取行动。投资者似乎相信这一点,因为他们并未将未来几年更激进的紧缩货币政策price in到当前价格中来。 周三,美联储将宣布最新政策决定,并发布一系列最新的经济预测。经济学家预计,美联储将重申,不考虑近期通胀数据,并在退出资产购买计划时保持谨慎态度。 Palmas还指出,“到目前为止,价格上涨和短缺并未引起投资者对经济复苏的重大担忧,将继续上调标准普尔 500指数未来几年的盈利预测。” 雅虎财经也表示,当前美国经济面临的主要挑战是需求超过供给——很多企业出现了工人短缺,另外很多消费者热衷旅行、买车买房。雅虎财经表示,美国经济仍处于不充分复苏阶段,尽管当前经济面临挑战,但问题更多指向经济向好的趋势。","listText":"6月16日消息,正如投资者所见,通胀正在升温,但华尔街策略师并未对通胀感到担忧,金融市场目前也认可这一观点。 正如雅虎金融公司Brian Cheung上周指出的那样,在5月价格以几十年来最快的速度上涨后,长期美债收益率跌至数月以来的地点。上周五收盘时,10年期国债收益率接近1.46%,为3月初以来的最低水平。标准普尔500指数周五也创下历史新高。 在周五发布的客户报告中,凯投宏观的 Franziska Palmas认为,目前,美国通胀不会使股市脱轨,尽管凯投认为通胀压力比美联储的“暂时性”观点所暗示的要强一些。 目前,货币政策和经济周期都对股市有利。Palmas认为,未来几年,这些条件不会发生巨大变化。 Palmas指出,通胀上升的迹象并未引发对货币政策前景的重新评估,这主要是因为美联储一直在强调通胀上升只是暂时的,因此不会对此采取行动。投资者似乎相信这一点,因为他们并未将未来几年更激进的紧缩货币政策price in到当前价格中来。 周三,美联储将宣布最新政策决定,并发布一系列最新的经济预测。经济学家预计,美联储将重申,不考虑近期通胀数据,并在退出资产购买计划时保持谨慎态度。 Palmas还指出,“到目前为止,价格上涨和短缺并未引起投资者对经济复苏的重大担忧,将继续上调标准普尔 500指数未来几年的盈利预测。” 雅虎财经也表示,当前美国经济面临的主要挑战是需求超过供给——很多企业出现了工人短缺,另外很多消费者热衷旅行、买车买房。雅虎财经表示,美国经济仍处于不充分复苏阶段,尽管当前经济面临挑战,但问题更多指向经济向好的趋势。","text":"6月16日消息,正如投资者所见,通胀正在升温,但华尔街策略师并未对通胀感到担忧,金融市场目前也认可这一观点。 正如雅虎金融公司Brian Cheung上周指出的那样,在5月价格以几十年来最快的速度上涨后,长期美债收益率跌至数月以来的地点。上周五收盘时,10年期国债收益率接近1.46%,为3月初以来的最低水平。标准普尔500指数周五也创下历史新高。 在周五发布的客户报告中,凯投宏观的 Franziska Palmas认为,目前,美国通胀不会使股市脱轨,尽管凯投认为通胀压力比美联储的“暂时性”观点所暗示的要强一些。 目前,货币政策和经济周期都对股市有利。Palmas认为,未来几年,这些条件不会发生巨大变化。 Palmas指出,通胀上升的迹象并未引发对货币政策前景的重新评估,这主要是因为美联储一直在强调通胀上升只是暂时的,因此不会对此采取行动。投资者似乎相信这一点,因为他们并未将未来几年更激进的紧缩货币政策price in到当前价格中来。 周三,美联储将宣布最新政策决定,并发布一系列最新的经济预测。经济学家预计,美联储将重申,不考虑近期通胀数据,并在退出资产购买计划时保持谨慎态度。 Palmas还指出,“到目前为止,价格上涨和短缺并未引起投资者对经济复苏的重大担忧,将继续上调标准普尔 500指数未来几年的盈利预测。” 雅虎财经也表示,当前美国经济面临的主要挑战是需求超过供给——很多企业出现了工人短缺,另外很多消费者热衷旅行、买车买房。雅虎财经表示,美国经济仍处于不充分复苏阶段,尽管当前经济面临挑战,但问题更多指向经济向好的趋势。","images":[{"img":"https://static.tigerbbs.com/fbaa2b55a50e3a84db55b49dc43275b9","width":"645","height":"446"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169238282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163162784,"gmtCreate":1623863146848,"gmtModify":1634026786690,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163162784","repostId":"169213146","repostType":1,"repost":{"id":169213146,"gmtCreate":1623837401485,"gmtModify":1623837401485,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"传京东抖音合作将延伸海外,准备携手开拓欧洲市场","htmlText":"美股研究社消息,据美港电讯APP 报道,有媒体报道称,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 与抖音的200亿元GMV年框协议已经落地,双方合作模式,或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽,准备携手开拓欧洲市场。 本文来源:美股研究社,转载请注明版权","listText":"美股研究社消息,据美港电讯APP 报道,有媒体报道称,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 与抖音的200亿元GMV年框协议已经落地,双方合作模式,或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽,准备携手开拓欧洲市场。 本文来源:美股研究社,转载请注明版权","text":"美股研究社消息,据美港电讯APP 报道,有媒体报道称,$京东(JD)$ 与抖音的200亿元GMV年框协议已经落地,双方合作模式,或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽,准备携手开拓欧洲市场。 本文来源:美股研究社,转载请注明版权","images":[{"img":"https://static.tigerbbs.com/d0e27b1e7b085d49832a53355a51a9bb","width":"998","height":"666"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169213146","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163181303,"gmtCreate":1623862505702,"gmtModify":1634026798574,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163181303","repostId":"169551094","repostType":1,"repost":{"id":169551094,"gmtCreate":1623844449616,"gmtModify":1623844449616,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"嘉楠科技宣布获得一万台比特币矿机订单","htmlText":"6月16日,<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>宣布,在4月的订单基础上,Genesis Digital Assets Limited向公司额外采购了1万台A1246和A1166Pro比特币矿机。根据条款,嘉楠科技将在2021年6月30日之前交付订单内全部比特币矿机。","listText":"6月16日,<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>宣布,在4月的订单基础上,Genesis Digital Assets Limited向公司额外采购了1万台A1246和A1166Pro比特币矿机。根据条款,嘉楠科技将在2021年6月30日之前交付订单内全部比特币矿机。","text":"6月16日,$嘉楠科技(CAN)$宣布,在4月的订单基础上,Genesis Digital Assets Limited向公司额外采购了1万台A1246和A1166Pro比特币矿机。根据条款,嘉楠科技将在2021年6月30日之前交付订单内全部比特币矿机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169551094","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160841899,"gmtCreate":1623784855011,"gmtModify":1634028286464,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160841899","repostId":"2143735244","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160941403,"gmtCreate":1623770591002,"gmtModify":1634028528480,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Oil","listText":"Oil","text":"Oil","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160941403","repostId":"1193362930","repostType":4,"repost":{"id":"1193362930","kind":"news","pubTimestamp":1623766416,"share":"https://ttm.financial/m/news/1193362930?lang=&edition=full","pubTime":"2021-06-15 22:13","market":"us","language":"en","title":"Stocks Drop From Records; Oil Highest Since 2018: Markets Wrap","url":"https://stock-news.laohu8.com/highlight/detail?id=1193362930","media":"Bloomberg","summary":"Dollars gains versus most major peers; bond yields are steady.\nMarket on high alert to hints on tape","content":"<ul>\n <li>Dollars gains versus most major peers; bond yields are steady.</li>\n <li>Market on high alert to hints on taper timetable from Fed.</li>\n</ul>\n<p>U.S. stocks declined from all-time highs as data suggested consumers are starting to shift more of their spending to services ahead of a key Federal Reserve meeting. Crude oil traded at the highest level since 2018.</p>\n<p>Real estate, materials and health care sectors pushed the benchmark S&P 500 index lower, while energy shares were in the green. The 10-year Treasury yield was little changed after Commerce Department figures showed retail sales declined in May.</p>\n<p>“There’s a lot of moving pieces with the deluge of data out this morning,” said Mike Loewengart, managing director of investment strategy at E*Trade Financial. “Keep in mind there are unique circumstances related to our economic comeback that are putting pressure on these numbers.”</p>\n<p>The prevailing mood was calm the day before the Fed’s next policy decision -- and possible hints about when the central bank will slow the pace of emergency asset purchases. The statement is set to include updated forecasts, and expectations are that officials would broadcast any taper plans well in advance.</p>\n<p><img src=\"https://static.tigerbbs.com/7993923f657da9c15cc512ae46328697\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"></p>\n<p>“We think that market could remain relatively complacent in a low conviction environment ahead of the Fed meeting tomorrow,” according to Xavier Chapard, global macro strategist at Credit Agricole SA. “We continue to think that starting tomorrow the Fed could be slightly less ultra-dovish than it has been. While it will try not to trigger a significant market reaction, the question is whether it will succeed.”</p>\n<p>Economists expect the so-called dot plot to point to aninterest-rate increasein 2023, while the bank is unlikely to signal a scaling back of bond purchases until later this year.</p>\n<p>Elsewhere, European equities were led higher by chemical firms, while Asian stocks were mixed. West Texas Intermediate crude traded around $71 a barrel as investors weighed the outlook for rising demand against extended anti-virus curbs in some economies.</p>\n<p>Bitcoin continued to gyrate amid a barrage of comments, brieflyclimbingabove $41,000 only to pull back. The digital currency got a boost after veteran hedge fund manager Paul Tudor Jones re-endorsed the coin in a television interview.</p>\n<p>For more market commentary, follow the MLIV blog.</p>\n<p>Here are some key events to watch this week:</p>\n<ul>\n <li>The Federal Open Market Committee rate decision comes on Wednesday, with a news conference from Jerome Powell after</li>\n <li>U.S. President Joe Biden and Russia’s Vladimir Putin meet Wednesday in Geneva</li>\n <li>U.S. Treasury Secretary Janet Yellen testifies before a House panel Thursday on the federal budget</li>\n <li>Rate decisions come from Switzerland and Norway on Thursday</li>\n <li>The Bank of Japan’s monetary policy decision is on Friday</li>\n</ul>\n<p>These are some of the main moves in markets:</p>\n<p>Stocks</p>\n<ul>\n <li>The S&P 500 fell 0.2%, more than any closing loss since June 3 as of 10:12 a.m. New York time</li>\n <li>The Nasdaq 100 fell 0.3%, more than any closing loss since June 3</li>\n <li>The Dow Jones Industrial Average fell 0.4%, more than any closing loss since June 9</li>\n <li>The Stoxx Europe 600 rose 0.2% to a record high</li>\n <li>The MSCI World index fell 0.1%, more than any closing loss since June 9</li>\n</ul>\n<p>Currencies</p>\n<ul>\n <li>The Bloomberg Dollar Spot Index rose 0.1%, climbing for the third straight day, the longest winning streak since March 25</li>\n <li>The euro was little changed at $1.2127</li>\n <li>The British pound fell 0.2% to $1.4080</li>\n <li>The Japanese yen was little changed at 110.13 per dollar</li>\n</ul>\n<p>Bonds</p>\n<ul>\n <li>The yield on 10-year Treasuries advanced one </li>\n <li>basis point to 1.50%</li>\n <li>Germany’s 10-year yield advanced two basis points to -0.23%</li>\n <li>Britain’s 10-year yield advanced one basis point to 0.75%</li>\n</ul>\n<p>Commodities</p>\n<ul>\n <li>West Texas Intermediate crude rose 1.3% to $71.78 a barrel</li>\n <li>Gold futures fell 0.1% to $1,863.40 an ounce</li>\n</ul>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Drop From Records; Oil Highest Since 2018: Markets Wrap</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Drop From Records; Oil Highest Since 2018: Markets Wrap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 22:13 GMT+8 <a href=https://www.bloomberg.com/asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dollars gains versus most major peers; bond yields are steady.\nMarket on high alert to hints on taper timetable from Fed.\n\nU.S. stocks declined from all-time highs as data suggested consumers are ...</p>\n\n<a href=\"https://www.bloomberg.com/asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193362930","content_text":"Dollars gains versus most major peers; bond yields are steady.\nMarket on high alert to hints on taper timetable from Fed.\n\nU.S. stocks declined from all-time highs as data suggested consumers are starting to shift more of their spending to services ahead of a key Federal Reserve meeting. Crude oil traded at the highest level since 2018.\nReal estate, materials and health care sectors pushed the benchmark S&P 500 index lower, while energy shares were in the green. The 10-year Treasury yield was little changed after Commerce Department figures showed retail sales declined in May.\n“There’s a lot of moving pieces with the deluge of data out this morning,” said Mike Loewengart, managing director of investment strategy at E*Trade Financial. “Keep in mind there are unique circumstances related to our economic comeback that are putting pressure on these numbers.”\nThe prevailing mood was calm the day before the Fed’s next policy decision -- and possible hints about when the central bank will slow the pace of emergency asset purchases. The statement is set to include updated forecasts, and expectations are that officials would broadcast any taper plans well in advance.\n\n“We think that market could remain relatively complacent in a low conviction environment ahead of the Fed meeting tomorrow,” according to Xavier Chapard, global macro strategist at Credit Agricole SA. “We continue to think that starting tomorrow the Fed could be slightly less ultra-dovish than it has been. While it will try not to trigger a significant market reaction, the question is whether it will succeed.”\nEconomists expect the so-called dot plot to point to aninterest-rate increasein 2023, while the bank is unlikely to signal a scaling back of bond purchases until later this year.\nElsewhere, European equities were led higher by chemical firms, while Asian stocks were mixed. West Texas Intermediate crude traded around $71 a barrel as investors weighed the outlook for rising demand against extended anti-virus curbs in some economies.\nBitcoin continued to gyrate amid a barrage of comments, brieflyclimbingabove $41,000 only to pull back. The digital currency got a boost after veteran hedge fund manager Paul Tudor Jones re-endorsed the coin in a television interview.\nFor more market commentary, follow the MLIV blog.\nHere are some key events to watch this week:\n\nThe Federal Open Market Committee rate decision comes on Wednesday, with a news conference from Jerome Powell after\nU.S. President Joe Biden and Russia’s Vladimir Putin meet Wednesday in Geneva\nU.S. Treasury Secretary Janet Yellen testifies before a House panel Thursday on the federal budget\nRate decisions come from Switzerland and Norway on Thursday\nThe Bank of Japan’s monetary policy decision is on Friday\n\nThese are some of the main moves in markets:\nStocks\n\nThe S&P 500 fell 0.2%, more than any closing loss since June 3 as of 10:12 a.m. New York time\nThe Nasdaq 100 fell 0.3%, more than any closing loss since June 3\nThe Dow Jones Industrial Average fell 0.4%, more than any closing loss since June 9\nThe Stoxx Europe 600 rose 0.2% to a record high\nThe MSCI World index fell 0.1%, more than any closing loss since June 9\n\nCurrencies\n\nThe Bloomberg Dollar Spot Index rose 0.1%, climbing for the third straight day, the longest winning streak since March 25\nThe euro was little changed at $1.2127\nThe British pound fell 0.2% to $1.4080\nThe Japanese yen was little changed at 110.13 per dollar\n\nBonds\n\nThe yield on 10-year Treasuries advanced one \nbasis point to 1.50%\nGermany’s 10-year yield advanced two basis points to -0.23%\nBritain’s 10-year yield advanced one basis point to 0.75%\n\nCommodities\n\nWest Texas Intermediate crude rose 1.3% to $71.78 a barrel\nGold futures fell 0.1% to $1,863.40 an ounce","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186445591,"gmtCreate":1623537532013,"gmtModify":1634032126111,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186445591","repostId":"186204860","repostType":1,"repost":{"id":186204860,"gmtCreate":1623498908547,"gmtModify":1623504843720,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"真格基金戴雨森:投资更像购物而非赌博,要耐心等待双十一","htmlText":"6月12日,知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。 戴雨森认为,从一级市场到二级市场,是一个从”因为相信,所以看见“,到”因为看见,所以相信“的过程。但是二级市场要赚大钱,其实也要”因为相信,所以看见“。 在戴雨森看来,一级市场和二级市场各有利弊。“对于一级市场来讲,第一,可以看到更早更新的趋势和机会。第二,流动性其实大部分投资人的敌人。第三,长期持有强迫深度思考。第三,可以有和公司和创始人一起成长的参与感。这是一级市场的好处。二级市场方面,也有很多优势,第一,进出自由,没有入场和交易门槛。第二,不是最好的时机选择可以不做。第三,是市场足够有效。” 长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为,VR是掉进鸿沟的例子。因为VR一出来的时候很火,大家都或多或少地去尝试,而现在很多人的VR设备已经闲置,这个技术没有带来足够好的体验或者足够强的价值,但体验又还有诸多不便之处。当然,现在随着Oculus Quest 2等产品易用性和体验都在不断提高,VR有爬出鸿沟的趋势。 而特斯拉是跨越鸿沟的典型案例,特斯拉通过电动⻋的高性能+革命**互体验+自动辅助驾驶能力,吸引Innovator和Early Adopter。又通过电池技术升级和超级充电站网络,解决了Early Majority最担心的续航问题。此外,GigaFactory和生产工艺创新带来的规模效应导致价格持续下降,增加对Early Majority的吸引力。“如果特斯拉以后的自动驾驶达到了L4的级别,人不需要自己开车了,这可能就是从early majority到late majority的转变时机。“戴雨","listText":"6月12日,知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。 戴雨森认为,从一级市场到二级市场,是一个从”因为相信,所以看见“,到”因为看见,所以相信“的过程。但是二级市场要赚大钱,其实也要”因为相信,所以看见“。 在戴雨森看来,一级市场和二级市场各有利弊。“对于一级市场来讲,第一,可以看到更早更新的趋势和机会。第二,流动性其实大部分投资人的敌人。第三,长期持有强迫深度思考。第三,可以有和公司和创始人一起成长的参与感。这是一级市场的好处。二级市场方面,也有很多优势,第一,进出自由,没有入场和交易门槛。第二,不是最好的时机选择可以不做。第三,是市场足够有效。” 长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为,VR是掉进鸿沟的例子。因为VR一出来的时候很火,大家都或多或少地去尝试,而现在很多人的VR设备已经闲置,这个技术没有带来足够好的体验或者足够强的价值,但体验又还有诸多不便之处。当然,现在随着Oculus Quest 2等产品易用性和体验都在不断提高,VR有爬出鸿沟的趋势。 而特斯拉是跨越鸿沟的典型案例,特斯拉通过电动⻋的高性能+革命**互体验+自动辅助驾驶能力,吸引Innovator和Early Adopter。又通过电池技术升级和超级充电站网络,解决了Early Majority最担心的续航问题。此外,GigaFactory和生产工艺创新带来的规模效应导致价格持续下降,增加对Early Majority的吸引力。“如果特斯拉以后的自动驾驶达到了L4的级别,人不需要自己开车了,这可能就是从early majority到late majority的转变时机。“戴雨","text":"6月12日,知名互联网券商老虎证券举办七周年开放日。真格基金合伙人戴雨森受邀参会并发表题为《因为相信、所以看见 VS 因为看见、所以相信》的演讲。 戴雨森认为,从一级市场到二级市场,是一个从”因为相信,所以看见“,到”因为看见,所以相信“的过程。但是二级市场要赚大钱,其实也要”因为相信,所以看见“。 在戴雨森看来,一级市场和二级市场各有利弊。“对于一级市场来讲,第一,可以看到更早更新的趋势和机会。第二,流动性其实大部分投资人的敌人。第三,长期持有强迫深度思考。第三,可以有和公司和创始人一起成长的参与感。这是一级市场的好处。二级市场方面,也有很多优势,第一,进出自由,没有入场和交易门槛。第二,不是最好的时机选择可以不做。第三,是市场足够有效。” 长期专注科技投资的戴雨森用VR和特斯拉的例子来诠释“跨越鸿沟”的投资理念。戴雨森认为,VR是掉进鸿沟的例子。因为VR一出来的时候很火,大家都或多或少地去尝试,而现在很多人的VR设备已经闲置,这个技术没有带来足够好的体验或者足够强的价值,但体验又还有诸多不便之处。当然,现在随着Oculus Quest 2等产品易用性和体验都在不断提高,VR有爬出鸿沟的趋势。 而特斯拉是跨越鸿沟的典型案例,特斯拉通过电动⻋的高性能+革命**互体验+自动辅助驾驶能力,吸引Innovator和Early Adopter。又通过电池技术升级和超级充电站网络,解决了Early Majority最担心的续航问题。此外,GigaFactory和生产工艺创新带来的规模效应导致价格持续下降,增加对Early Majority的吸引力。“如果特斯拉以后的自动驾驶达到了L4的级别,人不需要自己开车了,这可能就是从early majority到late majority的转变时机。“戴雨","images":[{"img":"https://static.tigerbbs.com/4ee63b1cc842229e7a27af47d0242872","width":"1370","height":"398"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186204860","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":607611037,"gmtCreate":1639532221838,"gmtModify":1639532221964,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Director James Toh sold some shares, worth 1.8mil SGD.","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Director James Toh sold some shares, worth 1.8mil SGD.","text":"$AEM HOLDINGS LTD(AWX.SI)$Director James Toh sold some shares, worth 1.8mil SGD.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607611037","isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371880480,"gmtCreate":1618926773240,"gmtModify":1634289851242,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Bullish on AMD","listText":"Bullish on AMD","text":"Bullish on AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/371880480","repostId":"2128849448","repostType":2,"repost":{"id":"2128849448","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":1618923179,"share":"https://ttm.financial/m/news/2128849448?lang=&edition=full","pubTime":"2021-04-20 20:52","market":"us","language":"en","title":"US STOCKS-Wall St headed for lower open as focus turns to tech earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2128849448","media":"Reuters","summary":"(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news","content":"<html><body><p>(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.)</p><p> * Nike falls as Citi moves to sidelines</p><p> * Tobacco cos fall on report over U.S. plan to limit nicotine</p><p> * Futures: Dow and Nasdaq drop 0.47%, S&P down 0.49%</p><p> (Adds comment, details; updates prices)</p><p> By Shivani Kumaresan</p><p> April 20 (Reuters) - Futures pointed to a lower open for Wall Street's main indexes on Tuesday as investors banked on results from Netflix and other major technology-related companies this week to sustain the positive start to the earnings season.</p><p> Streaming service provider Netflix , which thrived during last year's lockdowns, will be the first among the so called FAANG group to report quarterly numbers. Its shares slipped about 0.3% in pre-market trading, ahead of its results after markets close.</p><p> International Business Machines Corp rose 2.7% as it recorded the biggest rise in quarterly sales in more than two years, boosted by its bets on the high-margin cloud computing business. </p><p> Chipmaker Intel Corp is slated to report results on Thursday.</p><p> \"We are getting a little bit of weakness ... even though the earnings and economic data is good,\" said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p> \"The underlying fundamentals are extremely strong and it wouldn't be overly concerning after the rally we have seen in the past 13 months for the market to catch its breath a little bit more in the face of strong earnings.\"</p><p> After blockbuster earnings from major U.S. banks last week, analysts expect first-quarter profit for overall S&P 500 firms to jump 30.9% from a year earlier, according to Refinitiv IBES data.</p><p> A pullback in longer-dated bond yields from 14-month highs has eased worries over higher borrowing costs, reviving demand for richly valued technology stocks. </p><p> Also, a string of robust economic data and expectations of a strong rebound in corporate earnings helped the S&P 500 and the Dow to hit record highs last week. </p><p> At 08:32 a.m. ET, Dow E-minis were down 154 points, or 0.45%, S&P 500 E-minis were down 18 points, or 0.43% and Nasdaq 100 E-minis were down 48.75 points, or 0.35%.</p><p> Tobacco companies, including Altria Group and Philip Morris , fell as much as 4.2% after the Wall Street Journal reported that the Biden administration is considering a rule that would limit nicotine or ban menthol in cigarettes.</p><p> Abbott Laboratories fell 3%, despite posting a three-fold jump in quarterly profit. </p><p> Nike Inc dropped about 1.6% after Citigroup lowered its rating on the company's shares to \"neutral\" from \"buy\".</p><p> (Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Sriraj Kalluvila)</p><p>((Shivani.Kumaresan@thomsonreuters.com; +1 646 223 8780;))</p></body></html>","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>US STOCKS-Wall St headed for lower open as focus turns to tech earnings</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; 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}\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\">\nUS STOCKS-Wall St headed for lower open as focus turns to tech earnings\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\">2021-04-20 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.)</p><p> * Nike falls as Citi moves to sidelines</p><p> * Tobacco cos fall on report over U.S. plan to limit nicotine</p><p> * Futures: Dow and Nasdaq drop 0.47%, S&P down 0.49%</p><p> (Adds comment, details; updates prices)</p><p> By Shivani Kumaresan</p><p> April 20 (Reuters) - Futures pointed to a lower open for Wall Street's main indexes on Tuesday as investors banked on results from Netflix and other major technology-related companies this week to sustain the positive start to the earnings season.</p><p> Streaming service provider Netflix , which thrived during last year's lockdowns, will be the first among the so called FAANG group to report quarterly numbers. Its shares slipped about 0.3% in pre-market trading, ahead of its results after markets close.</p><p> International Business Machines Corp rose 2.7% as it recorded the biggest rise in quarterly sales in more than two years, boosted by its bets on the high-margin cloud computing business. </p><p> Chipmaker Intel Corp is slated to report results on Thursday.</p><p> \"We are getting a little bit of weakness ... even though the earnings and economic data is good,\" said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina.</p><p> \"The underlying fundamentals are extremely strong and it wouldn't be overly concerning after the rally we have seen in the past 13 months for the market to catch its breath a little bit more in the face of strong earnings.\"</p><p> After blockbuster earnings from major U.S. banks last week, analysts expect first-quarter profit for overall S&P 500 firms to jump 30.9% from a year earlier, according to Refinitiv IBES data.</p><p> A pullback in longer-dated bond yields from 14-month highs has eased worries over higher borrowing costs, reviving demand for richly valued technology stocks. </p><p> Also, a string of robust economic data and expectations of a strong rebound in corporate earnings helped the S&P 500 and the Dow to hit record highs last week. </p><p> At 08:32 a.m. ET, Dow E-minis were down 154 points, or 0.45%, S&P 500 E-minis were down 18 points, or 0.43% and Nasdaq 100 E-minis were down 48.75 points, or 0.35%.</p><p> Tobacco companies, including Altria Group and Philip Morris , fell as much as 4.2% after the Wall Street Journal reported that the Biden administration is considering a rule that would limit nicotine or ban menthol in cigarettes.</p><p> Abbott Laboratories fell 3%, despite posting a three-fold jump in quarterly profit. </p><p> Nike Inc dropped about 1.6% after Citigroup lowered its rating on the company's shares to \"neutral\" from \"buy\".</p><p> (Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Sriraj Kalluvila)</p><p>((Shivani.Kumaresan@thomsonreuters.com; +1 646 223 8780;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128849448","content_text":"(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.) * Nike falls as Citi moves to sidelines * Tobacco cos fall on report over U.S. plan to limit nicotine * Futures: Dow and Nasdaq drop 0.47%, S&P down 0.49% (Adds comment, details; updates prices) By Shivani Kumaresan April 20 (Reuters) - Futures pointed to a lower open for Wall Street's main indexes on Tuesday as investors banked on results from Netflix and other major technology-related companies this week to sustain the positive start to the earnings season. Streaming service provider Netflix , which thrived during last year's lockdowns, will be the first among the so called FAANG group to report quarterly numbers. Its shares slipped about 0.3% in pre-market trading, ahead of its results after markets close. International Business Machines Corp rose 2.7% as it recorded the biggest rise in quarterly sales in more than two years, boosted by its bets on the high-margin cloud computing business. Chipmaker Intel Corp is slated to report results on Thursday. \"We are getting a little bit of weakness ... even though the earnings and economic data is good,\" said Ryan Detrick, senior market strategist at LPL Financial in Charlotte, North Carolina. \"The underlying fundamentals are extremely strong and it wouldn't be overly concerning after the rally we have seen in the past 13 months for the market to catch its breath a little bit more in the face of strong earnings.\" After blockbuster earnings from major U.S. banks last week, analysts expect first-quarter profit for overall S&P 500 firms to jump 30.9% from a year earlier, according to Refinitiv IBES data. A pullback in longer-dated bond yields from 14-month highs has eased worries over higher borrowing costs, reviving demand for richly valued technology stocks. Also, a string of robust economic data and expectations of a strong rebound in corporate earnings helped the S&P 500 and the Dow to hit record highs last week. At 08:32 a.m. ET, Dow E-minis were down 154 points, or 0.45%, S&P 500 E-minis were down 18 points, or 0.43% and Nasdaq 100 E-minis were down 48.75 points, or 0.35%. Tobacco companies, including Altria Group and Philip Morris , fell as much as 4.2% after the Wall Street Journal reported that the Biden administration is considering a rule that would limit nicotine or ban menthol in cigarettes. Abbott Laboratories fell 3%, despite posting a three-fold jump in quarterly profit. Nike Inc dropped about 1.6% after Citigroup lowered its rating on the company's shares to \"neutral\" from \"buy\". (Reporting by Shivani Kumaresan and Medha Singh in Bengaluru; Editing by Sriraj Kalluvila)((Shivani.Kumaresan@thomsonreuters.com; +1 646 223 8780;))","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357545521,"gmtCreate":1617286981163,"gmtModify":1634521594806,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/357545521","repostId":"1154852748","repostType":4,"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158133748,"gmtCreate":1625134972184,"gmtModify":1633944423352,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158133748","repostId":"1113357649","repostType":4,"repost":{"id":"1113357649","kind":"news","pubTimestamp":1625133776,"share":"https://ttm.financial/m/news/1113357649?lang=&edition=full","pubTime":"2021-07-01 18:02","market":"us","language":"en","title":"Amazon: Undervalued With Potential Upside Of 25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113357649","media":"seekingalpha","summary":"Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.I initiate Amazon with a bullish rating and a fair value of $3576/share .The company's improving top line and bottom line performance suggests that the stock is currently undervalued by 3.9%.Amazon, a $1.74 trillion company. This is the current market capitalization of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?I initiate","content":"<p><b>Summary</b></p>\n<ul>\n <li>Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.</li>\n <li>I initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share).</li>\n <li>The company's improving top line and bottom line performance (which is expected to continue) suggests that the stock is currently undervalued by 3.9%.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ce52baed5afae04a384059297465d3\" tg-width=\"1536\" tg-height=\"1024\"><span>Daria Nipot/iStock Editorial via Getty Images</span></p>\n<p><b>Company Overview</b></p>\n<p>Amazon(NASDAQ:AMZN), a $1.74 trillion company. This is the current market capitalization (as of 06/29/2021) of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?</p>\n<p>Amazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters. For example, when Amazon announced the acquisition of Whole Foods, Walmart(NYSE:WMT), Kroger(NYSE:KR), Target(NYSE:TGT)took a nice hit in market value. I believe that the company will be able to keep delivering strong top line growth and continued growth in margins, fueled not only by the company's current business expansion but also by entering into new markets and new businesses.</p>\n<p><b>Company Analysis</b></p>\n<p>I initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share). The FV is an algorithm-adjusted fair value (the algorithm takes into account fundamental and technical factors, such as DCF FV, momentum, etc.) and it implies that the stock is undervalued by 3.9%.</p>\n<p>To compute the DCF FV, I used the trailing twelve-month numbers and I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. As with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb427d462596db1e1cb1ffc99acc90e4\" tg-width=\"571\" tg-height=\"240\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>Capitalizing on R&D expenses, we have now a more clear picture of the company (i.e. the restated operating margin is now 9.03% TTM vs the non-restated operating margin is 6.63% TTM).</p>\n<p><b>Discounted Cash Flow Model</b></p>\n<p>Now, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e215b21ca0b3be5a5e0e7b62e36fb5f\" tg-width=\"640\" tg-height=\"268\"><span>Source:Author's estimates using data from the latest 10-K report</span></p>\n<p>In my DCF model, I assume a revenue growth for the Y1 of 21.2%, a CAGR Y2-Y5 of 15% and I assume a terminal year growth rate of 1.48% (or the current yield on 10Y Treasury). The decision of using the current and not expected yield is due to the willingness to remain market neutral (perhaps you can use Goldman Sachs expectations of 1.9%). The current assumptions lead to revenues of $1,253,844 million in Y10.</p>\n<p>Along the road, I also assume an improving outlook for operating margins with the target operating margin of 13.2% (vs current restated operating margin of 9.03%). If the company will be able to meet this target, it will result in operating margins in Y10 of $163,097 million.</p>\n<p>Finally, in doing my estimates, I used a WACC of 5.75% and a sales to capital ratio (or how much the company is going to reinvest to keep its business growing) of 2.95.</p>\n<p>By putting it together, I obtain a DCF value of $3328/share.</p>\n<p><b>Monte Carlo Simulation</b></p>\n<p>Rather than showing you only my point estimates, which may be right but also may be wrong, let's use probability distributions for inputs. Simulations allow us to assess the impact of continuous risk (e.g., changes in operating margins). In particular, I would like to focus on what I consider the main inputs of interest to get a bigger picture of the risk in the company. Those inputs are:</p>\n<p><i>1. Revenue Growth:</i></p>\n<p>In my DCF analysis, I assumed an expected CAGR Y2-Y5 of 15% with lower rates going forward. This assumption lead to revenues in Y10 of $1,253,844 million. While it is a reasonable assumption, Amazon is full of surprises, and it may deliver a top line growth well above my expectations. In the latter, I see a possible scenario with a CAGR Y2-Y5 of 24%, resulting in Y10 revenues of $1,989,952 million. However, we all know that regulators represent a big risk for the company. According to WSJ sources, if the \"giant-tech bill\" will pass, the company may be forced to either split into two companies or spin off its private-label product businesses. This represents a big risk that may slow down Amazon's growth, which could translate into a growth rate of 6% (resulting in Y10 revenues of $764,723 million). To sum up, I will assume a uniform distribution with a maximum of 24% and a minimum of 6%. The results are displayed below (this simulation and the next one have been performed 10,000 times).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/893dff753c8ca210759feb31b3966a5c\" tg-width=\"640\" tg-height=\"235\"><span>Source:Author's estimates</span></p>\n<p><i>2. Operating Margin</i>:</p>\n<p>Currently, Amazon has a restated operating margin of 9.03% TTM (vs not restated EBIT margin of 6.83%). In my DCF, I assumed a target operating margin of 13.2%. While this represents my most likely scenario for the company, I cannot close my eyes to the fact that, even if the company is improving its margins, it is following a very slow climb. Below, I display the non-restated EBIT margin for the last 5 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d66fcb05f4254b15de278f016121ffa\" tg-width=\"640\" tg-height=\"221\"><span>Source:SeekingAlpha.com</span></p>\n<p>However, as I stated at the beginning, Amazon is a disruptive company with the ability to do extraordinary things. For instance, AWS presents a current operating margin of 30% TTM and a revenue growth rate of 29.53% in 2020. A trend which is expected to continue, driven by improving outlook and with new partners joining the party. The last to join the party are Ferrari(NYSE:RACE)and Swisscom(OTCPK:SWZCF)who have chosen AWS as their preferred cloud partner.</p>\n<p>In 2020,according to Gartner, AWS generated revenue 2 times bigger than Microsoft(NASDAQ:MSFT). As stated by Gartner:</p>\n<blockquote>\n <i>The worldwide</i> \n <i>infrastructure as a service(IaaS) market grew 40.7% in 2020 to total $64.3 billion, up from $45.7 billion in 2019, according to Gartner, Inc. Amazon retained the No. 1 position in the IaaS market in 2020, followed by Microsoft, Alibaba, Google and Huawei... Amazon continued to lead the worldwide IaaS market with $26.2 billion of revenue in 2020 and 41% market share.</i>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac00a17cbbd930ad6464a63f6d4f98eb\" tg-width=\"640\" tg-height=\"388\"><span>Source:Gartner.com</span></p>\n<p>Finally, to account for my concerns and beliefs, I will assume a triangular distribution with the following limits: the likeliest target operating margin of 13.2%, a maximum of 18.4%, and a minimum of 8% (close to the current company's EBIT margin). The results are displayed below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/054e2db392be500768de741516186013\" tg-width=\"640\" tg-height=\"237\"><span>Source:Author's estimates</span></p>\n<p><i>3. Cost of Capital:</i></p>\n<p>The last input of interest is the cost of capital. In doing my analysis, I estimated a cost of capital of 5.8% (with the current 10Y rate of 1.48 and an implied ERP of 4.54%). However, I may be wrong due to sector risk estimates or changes in the business mix (or both). To account for the possibility that I made some mistakes along the road, I will rely on a lognormal distribution with the most likely scenario of 5.8%. The results of the simulation are displayed below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d51740fa35eb9aedbc58c4c49d96eb\" tg-width=\"640\" tg-height=\"235\"><span>Source:Author's estimates</span></p>\n<p>By putting all of this together, the simulations return the following results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/139c89300706eab1e37dd1c992286d31\" tg-width=\"640\" tg-height=\"222\"><span>Source:Author's estimates</span></p>\n<p>For completeness, I also display below the relative and cumulative frequency of the simulation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af7a908e21b8678a775a3e1742161a7d\" tg-width=\"573\" tg-height=\"644\"><span>Source:Author's estimates</span></p>\n<p>By looking at the results, we can see that the 50th percentile or the median is equal to $3274, close to the expected DCF FV of $3328. While the algorithm-adjusted FV of $3576 is the 60th percentile in my simulations (note also the long right tail).</p>\n<p>Finally, simulation results give us an interesting insight into a potential exit point. I believe that an interesting take profit point may be within the 80th percentile, which implies a potential upside of 24.89%. Why within the 80th percentile? I believe that, after reaching the $2.0 trillion company status, we will see the last climb of euphoria before investors start to take profits.</p>\n<p><b>Final Thoughts</b></p>\n<p>Both the algorithm-adjusted fair value and the Monte Carlo simulation suggest and support the bullish rating. The results found suggest that the stock is currently undervalued and that the company has still more room to go. What may drive the price to go higher? Well, there are different factors that may drive it. One of those is for sure corporate news. For instance, the company may introduce new products or announce a stock split (For the latter, I think this is unlikely, at least not now). However, don't forget also the other side, the risks. There are many risks associated with being invested in the company, one of those is represented by antitrust and regulators.</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>Amazon: Undervalued With Potential Upside Of 25%</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\">\nAmazon: Undervalued With Potential Upside Of 25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 18:02 GMT+8 <a href=https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4437291-amazon-stock-amzn-undervalued-with-potential-upside-of-25-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113357649","content_text":"Summary\n\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters.\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share).\nThe company's improving top line and bottom line performance (which is expected to continue) suggests that the stock is currently undervalued by 3.9%.\n\nDaria Nipot/iStock Editorial via Getty Images\nCompany Overview\nAmazon(NASDAQ:AMZN), a $1.74 trillion company. This is the current market capitalization (as of 06/29/2021) of the company and this implies that it is currently 15.18% away from being a $2 trillion company, not bad no?\nAmazon is a unique and growing company that uses its disruptive platform to disrupt any new business it enters. For example, when Amazon announced the acquisition of Whole Foods, Walmart(NYSE:WMT), Kroger(NYSE:KR), Target(NYSE:TGT)took a nice hit in market value. I believe that the company will be able to keep delivering strong top line growth and continued growth in margins, fueled not only by the company's current business expansion but also by entering into new markets and new businesses.\nCompany Analysis\nI initiate Amazon with a bullish rating and a fair value of $3576/share (vs. the current price of $3443/share). The FV is an algorithm-adjusted fair value (the algorithm takes into account fundamental and technical factors, such as DCF FV, momentum, etc.) and it implies that the stock is undervalued by 3.9%.\nTo compute the DCF FV, I used the trailing twelve-month numbers and I also restated the financials since I capitalized on R&D expenses with an amortizable life of 3 years. As with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&D, the following metrics have been restated (all numbers in $mm).\nSource:Author's estimates using data from the latest 10-K report\nCapitalizing on R&D expenses, we have now a more clear picture of the company (i.e. the restated operating margin is now 9.03% TTM vs the non-restated operating margin is 6.63% TTM).\nDiscounted Cash Flow Model\nNow, let's turn to the discounted cash flow valuation part. Below, you can see the results with the relative assumptions I have made.\nSource:Author's estimates using data from the latest 10-K report\nIn my DCF model, I assume a revenue growth for the Y1 of 21.2%, a CAGR Y2-Y5 of 15% and I assume a terminal year growth rate of 1.48% (or the current yield on 10Y Treasury). The decision of using the current and not expected yield is due to the willingness to remain market neutral (perhaps you can use Goldman Sachs expectations of 1.9%). The current assumptions lead to revenues of $1,253,844 million in Y10.\nAlong the road, I also assume an improving outlook for operating margins with the target operating margin of 13.2% (vs current restated operating margin of 9.03%). If the company will be able to meet this target, it will result in operating margins in Y10 of $163,097 million.\nFinally, in doing my estimates, I used a WACC of 5.75% and a sales to capital ratio (or how much the company is going to reinvest to keep its business growing) of 2.95.\nBy putting it together, I obtain a DCF value of $3328/share.\nMonte Carlo Simulation\nRather than showing you only my point estimates, which may be right but also may be wrong, let's use probability distributions for inputs. Simulations allow us to assess the impact of continuous risk (e.g., changes in operating margins). In particular, I would like to focus on what I consider the main inputs of interest to get a bigger picture of the risk in the company. Those inputs are:\n1. Revenue Growth:\nIn my DCF analysis, I assumed an expected CAGR Y2-Y5 of 15% with lower rates going forward. This assumption lead to revenues in Y10 of $1,253,844 million. While it is a reasonable assumption, Amazon is full of surprises, and it may deliver a top line growth well above my expectations. In the latter, I see a possible scenario with a CAGR Y2-Y5 of 24%, resulting in Y10 revenues of $1,989,952 million. However, we all know that regulators represent a big risk for the company. According to WSJ sources, if the \"giant-tech bill\" will pass, the company may be forced to either split into two companies or spin off its private-label product businesses. This represents a big risk that may slow down Amazon's growth, which could translate into a growth rate of 6% (resulting in Y10 revenues of $764,723 million). To sum up, I will assume a uniform distribution with a maximum of 24% and a minimum of 6%. The results are displayed below (this simulation and the next one have been performed 10,000 times).\nSource:Author's estimates\n2. Operating Margin:\nCurrently, Amazon has a restated operating margin of 9.03% TTM (vs not restated EBIT margin of 6.83%). In my DCF, I assumed a target operating margin of 13.2%. While this represents my most likely scenario for the company, I cannot close my eyes to the fact that, even if the company is improving its margins, it is following a very slow climb. Below, I display the non-restated EBIT margin for the last 5 years.\nSource:SeekingAlpha.com\nHowever, as I stated at the beginning, Amazon is a disruptive company with the ability to do extraordinary things. For instance, AWS presents a current operating margin of 30% TTM and a revenue growth rate of 29.53% in 2020. A trend which is expected to continue, driven by improving outlook and with new partners joining the party. The last to join the party are Ferrari(NYSE:RACE)and Swisscom(OTCPK:SWZCF)who have chosen AWS as their preferred cloud partner.\nIn 2020,according to Gartner, AWS generated revenue 2 times bigger than Microsoft(NASDAQ:MSFT). As stated by Gartner:\n\nThe worldwide \n infrastructure as a service(IaaS) market grew 40.7% in 2020 to total $64.3 billion, up from $45.7 billion in 2019, according to Gartner, Inc. Amazon retained the No. 1 position in the IaaS market in 2020, followed by Microsoft, Alibaba, Google and Huawei... Amazon continued to lead the worldwide IaaS market with $26.2 billion of revenue in 2020 and 41% market share.\n\nSource:Gartner.com\nFinally, to account for my concerns and beliefs, I will assume a triangular distribution with the following limits: the likeliest target operating margin of 13.2%, a maximum of 18.4%, and a minimum of 8% (close to the current company's EBIT margin). The results are displayed below.\nSource:Author's estimates\n3. Cost of Capital:\nThe last input of interest is the cost of capital. In doing my analysis, I estimated a cost of capital of 5.8% (with the current 10Y rate of 1.48 and an implied ERP of 4.54%). However, I may be wrong due to sector risk estimates or changes in the business mix (or both). To account for the possibility that I made some mistakes along the road, I will rely on a lognormal distribution with the most likely scenario of 5.8%. The results of the simulation are displayed below.\nSource:Author's estimates\nBy putting all of this together, the simulations return the following results.\nSource:Author's estimates\nFor completeness, I also display below the relative and cumulative frequency of the simulation.\nSource:Author's estimates\nBy looking at the results, we can see that the 50th percentile or the median is equal to $3274, close to the expected DCF FV of $3328. While the algorithm-adjusted FV of $3576 is the 60th percentile in my simulations (note also the long right tail).\nFinally, simulation results give us an interesting insight into a potential exit point. I believe that an interesting take profit point may be within the 80th percentile, which implies a potential upside of 24.89%. Why within the 80th percentile? I believe that, after reaching the $2.0 trillion company status, we will see the last climb of euphoria before investors start to take profits.\nFinal Thoughts\nBoth the algorithm-adjusted fair value and the Monte Carlo simulation suggest and support the bullish rating. The results found suggest that the stock is currently undervalued and that the company has still more room to go. What may drive the price to go higher? Well, there are different factors that may drive it. One of those is for sure corporate news. For instance, the company may introduce new products or announce a stock split (For the latter, I think this is unlikely, at least not now). However, don't forget also the other side, the risks. There are many risks associated with being invested in the company, one of those is represented by antitrust and regulators.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163162784,"gmtCreate":1623863146848,"gmtModify":1634026786690,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163162784","repostId":"169213146","repostType":1,"repost":{"id":169213146,"gmtCreate":1623837401485,"gmtModify":1623837401485,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"传京东抖音合作将延伸海外,准备携手开拓欧洲市场","htmlText":"美股研究社消息,据美港电讯APP 报道,有媒体报道称,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 与抖音的200亿元GMV年框协议已经落地,双方合作模式,或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽,准备携手开拓欧洲市场。 本文来源:美股研究社,转载请注明版权","listText":"美股研究社消息,据美港电讯APP 报道,有媒体报道称,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 与抖音的200亿元GMV年框协议已经落地,双方合作模式,或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽,准备携手开拓欧洲市场。 本文来源:美股研究社,转载请注明版权","text":"美股研究社消息,据美港电讯APP 报道,有媒体报道称,$京东(JD)$ 与抖音的200亿元GMV年框协议已经落地,双方合作模式,或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽,准备携手开拓欧洲市场。 本文来源:美股研究社,转载请注明版权","images":[{"img":"https://static.tigerbbs.com/d0e27b1e7b085d49832a53355a51a9bb","width":"998","height":"666"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169213146","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375009130,"gmtCreate":1619251256420,"gmtModify":1634287427262,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/375009130","repostId":"1150672819","repostType":4,"repost":{"id":"1150672819","kind":"news","pubTimestamp":1619190781,"share":"https://ttm.financial/m/news/1150672819?lang=&edition=full","pubTime":"2021-04-23 23:13","market":"us","language":"en","title":"Why Car Stocks Aren’t Getting Crushed by the Chip Shortage","url":"https://stock-news.laohu8.com/highlight/detail?id=1150672819","media":"Barrons","summary":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on t","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p>\n<p>With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p>\n<p>A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier TE Connectivity (TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p>\n<p>Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p>\n<p>Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p>\n<p>Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor shortage was not very material in the first quarter,” said CFO Harald Wilhelm on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p>\n<p>Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p>\n<p>Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p>\n<p>Along with some auto makers, Intel (INTC) and Taiwan Semiconductor Manufacturing (TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p>\n<p>Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a shortage of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these shortages.”</p>\n<p>Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p>\n<p>Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p>\n<p>The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Car Stocks Aren’t Getting Crushed by the Chip Shortage</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\">\nWhy Car Stocks Aren’t Getting Crushed by the Chip Shortage\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-23 23:13 GMT+8 <a href=https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear...</p>\n\n<a href=\"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA\">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","F":"福特汽车","GM":"通用汽车",".IXIC":"NASDAQ Composite","TSLA":"特斯拉",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150672819","content_text":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.\nA lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier TE Connectivity (TEL) toldBarron’s this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.\nAuto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.\nDemand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.\nFord is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor shortage was not very material in the first quarter,” said CFO Harald Wilhelm on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”\nDaimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.\nStellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”\nAlong with some auto makers, Intel (INTC) and Taiwan Semiconductor Manufacturing (TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.\nResolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a shortage of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these shortages.”\nInvestors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.\nGentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.\nThe chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"F":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373103791,"gmtCreate":1618827656413,"gmtModify":1634290593445,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Good buy?","listText":"Good buy?","text":"Good buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/373103791","repostId":"1130788275","repostType":2,"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379892385,"gmtCreate":1618712910847,"gmtModify":1634291318958,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Like & Comment","listText":"Like & Comment","text":"Like & Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379892385","repostId":"2128527958","repostType":2,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":851022858,"gmtCreate":1634860513707,"gmtModify":1634860513877,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Overreacted","listText":"Overreacted","text":"Overreacted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851022858","repostId":"2177467336","repostType":2,"repost":{"id":"2177467336","kind":"news","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":1634857021,"share":"https://ttm.financial/m/news/2177467336?lang=&edition=full","pubTime":"2021-10-22 06:57","market":"us","language":"en","title":"Intel shares sink as sales third-quarter sales miss estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2177467336","media":"Reuters","summary":"Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expect","content":"<p>Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.</p>\n<p>The company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2acbb6b1b32008be3f0adc723eeed188\" tg-width=\"848\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>Gelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.</p>\n<p>\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.</p>\n<p>Gelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.</p>\n<p>Giving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.</p>\n<p>On an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.</p>\n<p>Meanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.</p>\n<p>Intel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.</p>\n<p>Atlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by <a href=\"https://laohu8.com/S/AMD\">AMD</a>. Shares of AMD were up slightly after Intel's results.</p>\n<p><img src=\"https://static.tigerbbs.com/a6fa48063ac2b36ad49f7b8c0c06e5dd\" tg-width=\"848\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Intel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.</p>\n<p>Intel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items like tax restructuring.</p>\n<p>Intel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.</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>Intel shares sink as sales third-quarter sales miss estimates</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\">\nIntel shares sink as sales third-quarter sales miss estimates\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\">2021-10-22 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.</p>\n<p>The company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2acbb6b1b32008be3f0adc723eeed188\" tg-width=\"848\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>Gelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.</p>\n<p>\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.</p>\n<p>Gelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.</p>\n<p>Giving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.</p>\n<p>On an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.</p>\n<p>Meanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.</p>\n<p>Intel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.</p>\n<p>Atlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by <a href=\"https://laohu8.com/S/AMD\">AMD</a>. Shares of AMD were up slightly after Intel's results.</p>\n<p><img src=\"https://static.tigerbbs.com/a6fa48063ac2b36ad49f7b8c0c06e5dd\" tg-width=\"848\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Intel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.</p>\n<p>Intel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items like tax restructuring.</p>\n<p>Intel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177467336","content_text":"Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.\nThe company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.\n\nGelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.\n\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.\nGelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.\nGiving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.\nOn an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.\nMeanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.\nIntel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.\nAtlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by AMD. Shares of AMD were up slightly after Intel's results.\n\nIntel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.\nIntel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from one-time items like tax restructuring.\nIntel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163121984,"gmtCreate":1623863466948,"gmtModify":1634026781427,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163121984","repostId":"169238282","repostType":1,"repost":{"id":169238282,"gmtCreate":1623836980043,"gmtModify":1623836980043,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"有通胀,无“牛市”?华尔街分析师:通胀不会伤害股市","htmlText":"6月16日消息,正如投资者所见,通胀正在升温,但华尔街策略师并未对通胀感到担忧,金融市场目前也认可这一观点。 正如雅虎金融公司Brian Cheung上周指出的那样,在5月价格以几十年来最快的速度上涨后,长期美债收益率跌至数月以来的地点。上周五收盘时,10年期国债收益率接近1.46%,为3月初以来的最低水平。标准普尔500指数周五也创下历史新高。 在周五发布的客户报告中,凯投宏观的 Franziska Palmas认为,目前,美国通胀不会使股市脱轨,尽管凯投认为通胀压力比美联储的“暂时性”观点所暗示的要强一些。 目前,货币政策和经济周期都对股市有利。Palmas认为,未来几年,这些条件不会发生巨大变化。 Palmas指出,通胀上升的迹象并未引发对货币政策前景的重新评估,这主要是因为美联储一直在强调通胀上升只是暂时的,因此不会对此采取行动。投资者似乎相信这一点,因为他们并未将未来几年更激进的紧缩货币政策price in到当前价格中来。 周三,美联储将宣布最新政策决定,并发布一系列最新的经济预测。经济学家预计,美联储将重申,不考虑近期通胀数据,并在退出资产购买计划时保持谨慎态度。 Palmas还指出,“到目前为止,价格上涨和短缺并未引起投资者对经济复苏的重大担忧,将继续上调标准普尔 500指数未来几年的盈利预测。” 雅虎财经也表示,当前美国经济面临的主要挑战是需求超过供给——很多企业出现了工人短缺,另外很多消费者热衷旅行、买车买房。雅虎财经表示,美国经济仍处于不充分复苏阶段,尽管当前经济面临挑战,但问题更多指向经济向好的趋势。","listText":"6月16日消息,正如投资者所见,通胀正在升温,但华尔街策略师并未对通胀感到担忧,金融市场目前也认可这一观点。 正如雅虎金融公司Brian Cheung上周指出的那样,在5月价格以几十年来最快的速度上涨后,长期美债收益率跌至数月以来的地点。上周五收盘时,10年期国债收益率接近1.46%,为3月初以来的最低水平。标准普尔500指数周五也创下历史新高。 在周五发布的客户报告中,凯投宏观的 Franziska Palmas认为,目前,美国通胀不会使股市脱轨,尽管凯投认为通胀压力比美联储的“暂时性”观点所暗示的要强一些。 目前,货币政策和经济周期都对股市有利。Palmas认为,未来几年,这些条件不会发生巨大变化。 Palmas指出,通胀上升的迹象并未引发对货币政策前景的重新评估,这主要是因为美联储一直在强调通胀上升只是暂时的,因此不会对此采取行动。投资者似乎相信这一点,因为他们并未将未来几年更激进的紧缩货币政策price in到当前价格中来。 周三,美联储将宣布最新政策决定,并发布一系列最新的经济预测。经济学家预计,美联储将重申,不考虑近期通胀数据,并在退出资产购买计划时保持谨慎态度。 Palmas还指出,“到目前为止,价格上涨和短缺并未引起投资者对经济复苏的重大担忧,将继续上调标准普尔 500指数未来几年的盈利预测。” 雅虎财经也表示,当前美国经济面临的主要挑战是需求超过供给——很多企业出现了工人短缺,另外很多消费者热衷旅行、买车买房。雅虎财经表示,美国经济仍处于不充分复苏阶段,尽管当前经济面临挑战,但问题更多指向经济向好的趋势。","text":"6月16日消息,正如投资者所见,通胀正在升温,但华尔街策略师并未对通胀感到担忧,金融市场目前也认可这一观点。 正如雅虎金融公司Brian Cheung上周指出的那样,在5月价格以几十年来最快的速度上涨后,长期美债收益率跌至数月以来的地点。上周五收盘时,10年期国债收益率接近1.46%,为3月初以来的最低水平。标准普尔500指数周五也创下历史新高。 在周五发布的客户报告中,凯投宏观的 Franziska Palmas认为,目前,美国通胀不会使股市脱轨,尽管凯投认为通胀压力比美联储的“暂时性”观点所暗示的要强一些。 目前,货币政策和经济周期都对股市有利。Palmas认为,未来几年,这些条件不会发生巨大变化。 Palmas指出,通胀上升的迹象并未引发对货币政策前景的重新评估,这主要是因为美联储一直在强调通胀上升只是暂时的,因此不会对此采取行动。投资者似乎相信这一点,因为他们并未将未来几年更激进的紧缩货币政策price in到当前价格中来。 周三,美联储将宣布最新政策决定,并发布一系列最新的经济预测。经济学家预计,美联储将重申,不考虑近期通胀数据,并在退出资产购买计划时保持谨慎态度。 Palmas还指出,“到目前为止,价格上涨和短缺并未引起投资者对经济复苏的重大担忧,将继续上调标准普尔 500指数未来几年的盈利预测。” 雅虎财经也表示,当前美国经济面临的主要挑战是需求超过供给——很多企业出现了工人短缺,另外很多消费者热衷旅行、买车买房。雅虎财经表示,美国经济仍处于不充分复苏阶段,尽管当前经济面临挑战,但问题更多指向经济向好的趋势。","images":[{"img":"https://static.tigerbbs.com/fbaa2b55a50e3a84db55b49dc43275b9","width":"645","height":"446"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169238282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370377215,"gmtCreate":1618558705537,"gmtModify":1634292090209,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Strong","listText":"Strong","text":"Strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370377215","repostId":"2127283686","repostType":4,"repost":{"id":"2127283686","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":1618557675,"share":"https://ttm.financial/m/news/2127283686?lang=&edition=full","pubTime":"2021-04-16 15:21","market":"sh","language":"en","title":"China stocks end higher as country's GDP hits record growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2127283686","media":"Reuters","summary":"SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP ","content":"<p>SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP growth recorded in the first quarter, though lingering worries over policy tightening by Beijing pushed equities to post a weekly loss.</p><p>The blue-chip CSI300 index ended up 0.4% at 4,966.18, while the Shanghai Composite Index added 0.8%to 3,426.62.</p><p>China's economic recovery quickened sharply in the first quarter from a coronavirus-induced slump earlier last year, propelled by stronger demand at home and abroad and continued government support for smaller firms.</p><p>The country's GDP jumped a record 18.3% in the first quarter from a year earlier, official data showed on Friday, slower than the 19% forecast by economists in a Reuters poll, and following 6.5% growth in the fourth quarter last year.</p><p>\"The GDP data is a bit better than my expectations, while the robust corporate earnings for the year of 2020 and the first quarter of 2021 could also help provide support for the A-share market,\" said Yan Kaiwen, an analyst with China Fortune Securities.</p><p>Though stocks lost ground for the week on persistent worries that recent upbeat economic data could reinforce Beijing's policy tightening bias, even as Beijing had pledged no sudden policy shift. The CSI300 dropped 1.4%, while SSEC slipped 0.7%.</p><p>Also souring sentiment were ongoing tensions between Beijing and Washington.</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>China stocks end higher as country's GDP hits record growth</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\">\nChina stocks end higher as country's GDP hits record growth\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\">2021-04-16 15:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP growth recorded in the first quarter, though lingering worries over policy tightening by Beijing pushed equities to post a weekly loss.</p><p>The blue-chip CSI300 index ended up 0.4% at 4,966.18, while the Shanghai Composite Index added 0.8%to 3,426.62.</p><p>China's economic recovery quickened sharply in the first quarter from a coronavirus-induced slump earlier last year, propelled by stronger demand at home and abroad and continued government support for smaller firms.</p><p>The country's GDP jumped a record 18.3% in the first quarter from a year earlier, official data showed on Friday, slower than the 19% forecast by economists in a Reuters poll, and following 6.5% growth in the fourth quarter last year.</p><p>\"The GDP data is a bit better than my expectations, while the robust corporate earnings for the year of 2020 and the first quarter of 2021 could also help provide support for the A-share market,\" said Yan Kaiwen, an analyst with China Fortune Securities.</p><p>Though stocks lost ground for the week on persistent worries that recent upbeat economic data could reinforce Beijing's policy tightening bias, even as Beijing had pledged no sudden policy shift. The CSI300 dropped 1.4%, while SSEC slipped 0.7%.</p><p>Also souring sentiment were ongoing tensions between Beijing and Washington.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2127283686","content_text":"SHANGHAI, April 16 (Reuters) - China stocks ended higher on Friday, as investors cheered robust GDP growth recorded in the first quarter, though lingering worries over policy tightening by Beijing pushed equities to post a weekly loss.The blue-chip CSI300 index ended up 0.4% at 4,966.18, while the Shanghai Composite Index added 0.8%to 3,426.62.China's economic recovery quickened sharply in the first quarter from a coronavirus-induced slump earlier last year, propelled by stronger demand at home and abroad and continued government support for smaller firms.The country's GDP jumped a record 18.3% in the first quarter from a year earlier, official data showed on Friday, slower than the 19% forecast by economists in a Reuters poll, and following 6.5% growth in the fourth quarter last year.\"The GDP data is a bit better than my expectations, while the robust corporate earnings for the year of 2020 and the first quarter of 2021 could also help provide support for the A-share market,\" said Yan Kaiwen, an analyst with China Fortune Securities.Though stocks lost ground for the week on persistent worries that recent upbeat economic data could reinforce Beijing's policy tightening bias, even as Beijing had pledged no sudden policy shift. The CSI300 dropped 1.4%, while SSEC slipped 0.7%.Also souring sentiment were ongoing tensions between Beijing and Washington.","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347409661,"gmtCreate":1618506650653,"gmtModify":1634292434268,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Like & comment","listText":"Like & comment","text":"Like & comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347409661","repostId":"1176797324","repostType":4,"repost":{"id":"1176797324","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618500878,"share":"https://ttm.financial/m/news/1176797324?lang=&edition=full","pubTime":"2021-04-15 23:34","market":"us","language":"en","title":"AMD rose about 4% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176797324","media":"Tiger Newspress","summary":" Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices with an Outperformrating and $100 price target.Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024","content":"<p>(April 15) Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD) with an Outperformrating and $100 price target.</p><p>Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.</p><p>Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024.</p><p>AMD shares are up 4.1% to $81.77.</p><p>Raymond James downgraded Intel, bearish on thefoundry push.</p><p><img src=\"https://static.tigerbbs.com/3306c7bcf6759c07b50e1e336e351292\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1b5e1cc67b2dbef65f87d6acdee47b05\" tg-width=\"921\" tg-height=\"93\" referrerpolicy=\"no-referrer\"></p><p></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>AMD rose about 4% in morning trading</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\">\nAMD rose about 4% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-04-15 23:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(April 15) Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD) with an Outperformrating and $100 price target.</p><p>Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.</p><p>Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024.</p><p>AMD shares are up 4.1% to $81.77.</p><p>Raymond James downgraded Intel, bearish on thefoundry push.</p><p><img src=\"https://static.tigerbbs.com/3306c7bcf6759c07b50e1e336e351292\" tg-width=\"708\" tg-height=\"500\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1b5e1cc67b2dbef65f87d6acdee47b05\" tg-width=\"921\" tg-height=\"93\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176797324","content_text":"(April 15) Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD) with an Outperformrating and $100 price target.Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024.AMD shares are up 4.1% to $81.77.Raymond James downgraded Intel, bearish on thefoundry push.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163181303,"gmtCreate":1623862505702,"gmtModify":1634026798574,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163181303","repostId":"169551094","repostType":1,"repost":{"id":169551094,"gmtCreate":1623844449616,"gmtModify":1623844449616,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"嘉楠科技宣布获得一万台比特币矿机订单","htmlText":"6月16日,<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>宣布,在4月的订单基础上,Genesis Digital Assets Limited向公司额外采购了1万台A1246和A1166Pro比特币矿机。根据条款,嘉楠科技将在2021年6月30日之前交付订单内全部比特币矿机。","listText":"6月16日,<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a>宣布,在4月的订单基础上,Genesis Digital Assets Limited向公司额外采购了1万台A1246和A1166Pro比特币矿机。根据条款,嘉楠科技将在2021年6月30日之前交付订单内全部比特币矿机。","text":"6月16日,$嘉楠科技(CAN)$宣布,在4月的订单基础上,Genesis Digital Assets Limited向公司额外采购了1万台A1246和A1166Pro比特币矿机。根据条款,嘉楠科技将在2021年6月30日之前交付订单内全部比特币矿机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169551094","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375299950,"gmtCreate":1619342278770,"gmtModify":1634274109850,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Intel (y)","listText":"Intel (y)","text":"Intel (y)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375299950","repostId":"2129645183","repostType":4,"repost":{"id":"2129645183","kind":"highlight","pubTimestamp":1619337627,"share":"https://ttm.financial/m/news/2129645183?lang=&edition=full","pubTime":"2021-04-25 16:00","market":"us","language":"en","title":"Better Buy: Intel vs. Micron Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2129645183","media":"Motley Fool","summary":"Does the venerable CPU maker or the memory chip giant offer more investor potential?","content":"<p>Chips made by both <b>Intel </b>(NASDAQ:INTC) and <b>Micron Technology </b>(NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as semiconductor stocks, Intel specializes in central processing units (CPUs), while Micron makes memory chips. This difference affects how each stock responds to the market forces and could make <a href=\"https://laohu8.com/S/AONE\">one</a> of these stocks the clear choice for a long-term investment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1c93ee1b6f8a047e9771341718aae2f\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Intel</h2>\n<p>Intel remains a prominent player in the CPU market. For all of the recent focus on <b><a href=\"https://laohu8.com/S/AMD\">AMD</a> </b>(NASDAQ:AMD), Intel generated nearly eight times as much revenue in 2020, $77.9 billion versus just $9.8 billion for AMD.</p>\n<p>Still, as AMD took a technical lead in the market, Intel lost much of its prestige. The company that makes AMD's processors, <b>Taiwan Semiconductor </b>(TSMC), has built a leadership position in producing 7nm chips, a feat Intel cannot yet match. Intel had even turned to TSMC in some cases to produce chips.</p>\n<p>However, former CTO Pat Gelsinger returned to the company to take the CEO position. Unlike his predecessor, Gelsinger has an engineering background and helped to design the 80486 processor. Additionally, Gelsinger expressed an interest in reviving Intel's foundries. This could play into Intel's hands as industry observers grow concerned about the lack of production growth within the United States. The U.S. produces just under 13% of the world's semiconductors.</p>\n<p>When Intel led the chip industry, it worked on two-year \"tick-tock\" cycles. This means Intel would improve the chip-building process in the tick years and make upgrades in the tock years. In recent years, Intel slowed this cycle while AMD tackled development and upgrades simultaneously. Now, Intel may have to follow or surpass AMD in this area to compete. Additionally, chip development cycles typically take three to five years. Hence, investors will not know anytime soon whether Gelsinger's turnaround efforts will succeed.</p>\n<p>Gelsinger will also have to drive more revenue growth. Revenue increased 8% in fiscal 2020 on higher demand for chips during the pandemic. Still, net income fell by 1% as Intel paid an additional $1.2 billion in taxes compared with the previous year. Furthermore, revenue fell 1% in the fourth quarter compared with Q4 2019. As a result, rising operating expenses and taxes led to quarterly net income falling 15% during that period.</p>\n<p>This may explain the meager 5% growth in Intel stock over the last year. At a price-to-earnings (P/E) ratio of 13, it also significantly lags AMD's 40 earnings multiple. Still, even amid troubles, Intel stock has doubled in the last five years. If it can foster a comeback and match AMD's P/E ratio, it could experience a considerable surge higher.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22ab98002df2105ed0f90d7270d01973\" tg-width=\"720\" tg-height=\"419\"><span>INTC data by YCharts</span></p>\n<h2>Micron</h2>\n<p>At first glance, the question of whether to consider Micron Technology stock a buy appears obvious. Memory chip prices shot upward amid a pandemic that brought about higher chip demand and foundry shutdowns. This has sent Micron surging higher as the chip shortage continues.</p>\n<p>Moreover, Micron is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of only three companies in the world to produce DRAM memory chips, which make up 68% of Micron's revenue. Most of its remaining revenue comes from the NAND, or flash chip, market. Many more companies compete in the NAND market, including Intel.</p>\n<p>Higher memory chip demand helped Micron grow its revenue by 21% in the first six months of 2021 compared with the first six months of 2020. During that period, net income rose by 54% as the company limited the growth in operating expenses to 5%.</p>\n<p>However, investors who focus only on the last six months miss a 25-year trend in Micron stock. Micron tends to grow in times of high memory prices. Conversely, when memory prices crash, Micron stock has historically plunged on lower profits or outright losses. As a result, Micron lost 35% of its value between 1996 and 2016.</p>\n<p>Admittedly, the trend has become less extreme in recent years. Today, applications such as artificial intelligence, virtual reality, the Internet of Things, and other applications rely on memory chips. The fact that the memory market no longer relies on just PCs altered the cycle. Its 710% growth rate over the last five years far surpassed Intel's surge. Now, at about $90 per share, Micron is approaching its highest levels since the dot-com bubble of 2000.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f9cd05f7503d4c8089a4f72de3da390\" tg-width=\"720\" tg-height=\"419\"><span>MU data by YCharts</span></p>\n<p>Today, the current P/E ratio stands at around 31. While that places the multiple near 52-week highs, the multiple comes in well below the valuation peak of just above 50 in 2017, indicating the possibility of further upside.</p>\n<p>Still, memory prices continue to drive Micron stock. Micron lost about half of its value in 2018 when the crash in <b>Bitcoin </b>and other cryptocurrencies wiped out demand for memory chips. This took the stock to a single-digit P/E ratio, and given the stock's history, investors should probably approach the current price with caution rather than elation.</p>\n<h2>Intel or Micron?</h2>\n<p>Both stocks involve significant risks. Intel could fail to catch up to AMD, and Micron could plunge if chip demand falls. Still, considering the historical behavior of both stocks, Intel looks like the more promising investment decision.</p>\n<p>Admittedly, Micron stock dramatically outperformed Intel in recent years. Still, Micron has historically acted as a proxy for memory prices, pointing to a likely stock swoon when memory prices crash. Conversely, Intel supports a low P/E ratio, and the potential downside appears limited. If Gelsinger turns Intel around, the sustainable growth of past decades could return.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Intel vs. Micron Technology</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\">\nBetter Buy: Intel vs. Micron Technology\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 16:00 GMT+8 <a href=https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chips made by both Intel (NASDAQ:INTC) and Micron Technology (NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","MU":"美光科技"},"source_url":"https://www.fool.com/investing/2021/04/24/better-buy-intel-vs-micron-technology/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129645183","content_text":"Chips made by both Intel (NASDAQ:INTC) and Micron Technology (NASDAQ:MU) have long bolstered the tech industry and continue to do so today. Nonetheless, even though investors classify both as semiconductor stocks, Intel specializes in central processing units (CPUs), while Micron makes memory chips. This difference affects how each stock responds to the market forces and could make one of these stocks the clear choice for a long-term investment.\nImage source: Getty Images.\nIntel\nIntel remains a prominent player in the CPU market. For all of the recent focus on AMD (NASDAQ:AMD), Intel generated nearly eight times as much revenue in 2020, $77.9 billion versus just $9.8 billion for AMD.\nStill, as AMD took a technical lead in the market, Intel lost much of its prestige. The company that makes AMD's processors, Taiwan Semiconductor (TSMC), has built a leadership position in producing 7nm chips, a feat Intel cannot yet match. Intel had even turned to TSMC in some cases to produce chips.\nHowever, former CTO Pat Gelsinger returned to the company to take the CEO position. Unlike his predecessor, Gelsinger has an engineering background and helped to design the 80486 processor. Additionally, Gelsinger expressed an interest in reviving Intel's foundries. This could play into Intel's hands as industry observers grow concerned about the lack of production growth within the United States. The U.S. produces just under 13% of the world's semiconductors.\nWhen Intel led the chip industry, it worked on two-year \"tick-tock\" cycles. This means Intel would improve the chip-building process in the tick years and make upgrades in the tock years. In recent years, Intel slowed this cycle while AMD tackled development and upgrades simultaneously. Now, Intel may have to follow or surpass AMD in this area to compete. Additionally, chip development cycles typically take three to five years. Hence, investors will not know anytime soon whether Gelsinger's turnaround efforts will succeed.\nGelsinger will also have to drive more revenue growth. Revenue increased 8% in fiscal 2020 on higher demand for chips during the pandemic. Still, net income fell by 1% as Intel paid an additional $1.2 billion in taxes compared with the previous year. Furthermore, revenue fell 1% in the fourth quarter compared with Q4 2019. As a result, rising operating expenses and taxes led to quarterly net income falling 15% during that period.\nThis may explain the meager 5% growth in Intel stock over the last year. At a price-to-earnings (P/E) ratio of 13, it also significantly lags AMD's 40 earnings multiple. Still, even amid troubles, Intel stock has doubled in the last five years. If it can foster a comeback and match AMD's P/E ratio, it could experience a considerable surge higher.\nINTC data by YCharts\nMicron\nAt first glance, the question of whether to consider Micron Technology stock a buy appears obvious. Memory chip prices shot upward amid a pandemic that brought about higher chip demand and foundry shutdowns. This has sent Micron surging higher as the chip shortage continues.\nMoreover, Micron is one of only three companies in the world to produce DRAM memory chips, which make up 68% of Micron's revenue. Most of its remaining revenue comes from the NAND, or flash chip, market. Many more companies compete in the NAND market, including Intel.\nHigher memory chip demand helped Micron grow its revenue by 21% in the first six months of 2021 compared with the first six months of 2020. During that period, net income rose by 54% as the company limited the growth in operating expenses to 5%.\nHowever, investors who focus only on the last six months miss a 25-year trend in Micron stock. Micron tends to grow in times of high memory prices. Conversely, when memory prices crash, Micron stock has historically plunged on lower profits or outright losses. As a result, Micron lost 35% of its value between 1996 and 2016.\nAdmittedly, the trend has become less extreme in recent years. Today, applications such as artificial intelligence, virtual reality, the Internet of Things, and other applications rely on memory chips. The fact that the memory market no longer relies on just PCs altered the cycle. Its 710% growth rate over the last five years far surpassed Intel's surge. Now, at about $90 per share, Micron is approaching its highest levels since the dot-com bubble of 2000.\nMU data by YCharts\nToday, the current P/E ratio stands at around 31. While that places the multiple near 52-week highs, the multiple comes in well below the valuation peak of just above 50 in 2017, indicating the possibility of further upside.\nStill, memory prices continue to drive Micron stock. Micron lost about half of its value in 2018 when the crash in Bitcoin and other cryptocurrencies wiped out demand for memory chips. This took the stock to a single-digit P/E ratio, and given the stock's history, investors should probably approach the current price with caution rather than elation.\nIntel or Micron?\nBoth stocks involve significant risks. Intel could fail to catch up to AMD, and Micron could plunge if chip demand falls. Still, considering the historical behavior of both stocks, Intel looks like the more promising investment decision.\nAdmittedly, Micron stock dramatically outperformed Intel in recent years. Still, Micron has historically acted as a proxy for memory prices, pointing to a likely stock swoon when memory prices crash. Conversely, Intel supports a low P/E ratio, and the potential downside appears limited. If Gelsinger turns Intel around, the sustainable growth of past decades could return.","news_type":1,"symbols_score_info":{"INTC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137264902,"gmtCreate":1622351915506,"gmtModify":1634102099832,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Oh..","listText":"Oh..","text":"Oh..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137264902","repostId":"2138765488","repostType":4,"repost":{"id":"2138765488","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":1622215232,"share":"https://ttm.financial/m/news/2138765488?lang=&edition=full","pubTime":"2021-05-28 23:20","market":"us","language":"en","title":"Tesla shares dip on recall rumors","url":"https://stock-news.laohu8.com/highlight/detail?id=2138765488","media":"Reuters","summary":"May 28 - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.","content":"<p>May 28 (Reuters) - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.</p><p><img src=\"https://static.tigerbbs.com/ba675bb3c29017bd5165f1d31830b19e\" tg-width=\"794\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.</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>Tesla shares dip on recall rumors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla shares dip on recall rumors\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\">2021-05-28 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>May 28 (Reuters) - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.</p><p><img src=\"https://static.tigerbbs.com/ba675bb3c29017bd5165f1d31830b19e\" tg-width=\"794\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p><p>Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138765488","content_text":"May 28 (Reuters) - Shares of Tesla Inc fell more than 1% on Friday after an unverified tweet said the electric carmaker had decided to recall some of its Model Y and Model 3 vehicles, citing a note from the company.Tesla did not immediately respond to a Reuters request for comment and Reuters was unable to verify the statement from the company that was shown in the tweet.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133264247,"gmtCreate":1621755471889,"gmtModify":1634186748157,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133264247","repostId":"139504437","repostType":1,"repost":{"id":139504437,"gmtCreate":1621642791825,"gmtModify":1744801362398,"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,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"昨夜今晨:道指两连阳,加密货币再现集体大跌","htmlText":"美股周五收盘涨跌不一,比特币下挫拖累科技股及纳指收跌。标普指数录得连续第二周下滑。投资者正在权衡经济复苏、通胀上升及其对美联储政策的影响。此外,中国国务院常务会议部署下一步金融领域重点工作时特别提到坚决防控金融风险,包括打击比特币挖矿和交易行为;香港特区政府拟出台新规,要求加密货币交易所持牌经营并禁止向散户提供买卖服务。 周五经济数据面,美国5月IHS <a href=\"https://laohu8.com/S/MRKT\">$Markit(MRKT)$</a>预览版美国制造业采购经理人指数从4月份的60.5攀升至61.5,创历史新高,提振了市场信心。另一份数据显示美国4月二手房销量连续三个月下降。 Vital Knowledge创始人Adam Crisafulli表示:“5月份的第一个重要经济数据非常强劲。我们已经知道美联储正在考虑缩表,这份数据可能使他们的缩表意愿更加强烈。但只要美联储不在11月份之前发出缩表讯号,股市就应该没有问题。” 截至收盘,三大指数中仅道指收涨,纳指回吐周四的部分涨幅,和标普均未能实现两连阳。道指收涨123.69点,涨幅0.36%,报34207.84点,为最近四日最高收盘水平,连续两日收涨。标普收跌0.08%,报4155.86点。纳指收跌0.48%,报13470.99点,跌落周四所创的5月7日以来收盘高位。 焦点个股 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>跌1.01%。特斯拉CEO马斯克称,公司即将在俄罗斯开展业务,并考虑在当地建设工厂。马斯克表示特斯拉已经准备好进入俄罗斯市场,也不排除在哈萨克斯坦以及其他独联体国家开展业务。此外特斯拉宣布三款车型起售价上调500美元。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>股价收高2.6","listText":"美股周五收盘涨跌不一,比特币下挫拖累科技股及纳指收跌。标普指数录得连续第二周下滑。投资者正在权衡经济复苏、通胀上升及其对美联储政策的影响。此外,中国国务院常务会议部署下一步金融领域重点工作时特别提到坚决防控金融风险,包括打击比特币挖矿和交易行为;香港特区政府拟出台新规,要求加密货币交易所持牌经营并禁止向散户提供买卖服务。 周五经济数据面,美国5月IHS <a href=\"https://laohu8.com/S/MRKT\">$Markit(MRKT)$</a>预览版美国制造业采购经理人指数从4月份的60.5攀升至61.5,创历史新高,提振了市场信心。另一份数据显示美国4月二手房销量连续三个月下降。 Vital Knowledge创始人Adam Crisafulli表示:“5月份的第一个重要经济数据非常强劲。我们已经知道美联储正在考虑缩表,这份数据可能使他们的缩表意愿更加强烈。但只要美联储不在11月份之前发出缩表讯号,股市就应该没有问题。” 截至收盘,三大指数中仅道指收涨,纳指回吐周四的部分涨幅,和标普均未能实现两连阳。道指收涨123.69点,涨幅0.36%,报34207.84点,为最近四日最高收盘水平,连续两日收涨。标普收跌0.08%,报4155.86点。纳指收跌0.48%,报13470.99点,跌落周四所创的5月7日以来收盘高位。 焦点个股 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>跌1.01%。特斯拉CEO马斯克称,公司即将在俄罗斯开展业务,并考虑在当地建设工厂。马斯克表示特斯拉已经准备好进入俄罗斯市场,也不排除在哈萨克斯坦以及其他独联体国家开展业务。此外特斯拉宣布三款车型起售价上调500美元。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>股价收高2.6","text":"美股周五收盘涨跌不一,比特币下挫拖累科技股及纳指收跌。标普指数录得连续第二周下滑。投资者正在权衡经济复苏、通胀上升及其对美联储政策的影响。此外,中国国务院常务会议部署下一步金融领域重点工作时特别提到坚决防控金融风险,包括打击比特币挖矿和交易行为;香港特区政府拟出台新规,要求加密货币交易所持牌经营并禁止向散户提供买卖服务。 周五经济数据面,美国5月IHS $Markit(MRKT)$预览版美国制造业采购经理人指数从4月份的60.5攀升至61.5,创历史新高,提振了市场信心。另一份数据显示美国4月二手房销量连续三个月下降。 Vital Knowledge创始人Adam Crisafulli表示:“5月份的第一个重要经济数据非常强劲。我们已经知道美联储正在考虑缩表,这份数据可能使他们的缩表意愿更加强烈。但只要美联储不在11月份之前发出缩表讯号,股市就应该没有问题。” 截至收盘,三大指数中仅道指收涨,纳指回吐周四的部分涨幅,和标普均未能实现两连阳。道指收涨123.69点,涨幅0.36%,报34207.84点,为最近四日最高收盘水平,连续两日收涨。标普收跌0.08%,报4155.86点。纳指收跌0.48%,报13470.99点,跌落周四所创的5月7日以来收盘高位。 焦点个股 $特斯拉(TSLA)$跌1.01%。特斯拉CEO马斯克称,公司即将在俄罗斯开展业务,并考虑在当地建设工厂。马斯克表示特斯拉已经准备好进入俄罗斯市场,也不排除在哈萨克斯坦以及其他独联体国家开展业务。此外特斯拉宣布三款车型起售价上调500美元。 $英伟达(NVDA)$股价收高2.6","images":[{"img":"https://static.tigerbbs.com/d473a82183d7ac5de8b950c84d0c29a6","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/b5b4f830577bbc2465a5836aeb8149a7","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/c3aa2f57e96ba22a27cbc569f5934c9b","width":"840","height":"470"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139504437","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348576426,"gmtCreate":1617946816865,"gmtModify":1634295582283,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Very risky","listText":"Very risky","text":"Very risky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348576426","repostId":"1143257559","repostType":4,"repost":{"id":"1143257559","kind":"news","pubTimestamp":1617945822,"share":"https://ttm.financial/m/news/1143257559?lang=&edition=full","pubTime":"2021-04-09 13:23","market":"us","language":"en","title":"How AstraZeneca's latest vaccine troubles could slow the global recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=1143257559","media":"cnn","summary":"London (CNN Business) AstraZeneca's vaccine is key to ending the global economic slump caused by the","content":"<p>London (CNN Business) AstraZeneca's vaccine is key to ending the global economic slump caused by the coronavirus. But a series of missteps by the drugmaker and new concerns over blood clots risk undermining public confidence in the shot and delaying the recovery.</p><p>European drug regulators said there was a possible link between the Oxford-AstraZeneca Covid-19 shot and rare blood clots on Wednesday, but stopped short of recommending its use be limited. UK authorities recommended that people under 30 take alternative vaccines.</p><p>It's the latest setback for AstraZeneca (AZN), which has faced criticism over its communication with the public and regulators, the design of its vaccine trials and severe production delays that have slowed the rollout of shots in Europe.</p><p>Authorities maintain that the benefits of the vaccine far outweigh the risks for most age groups. Yet shifting guidance and blood clot worries risk snarling distribution efforts in many countries. Germany suspended the use of the AstraZeneca vaccine last week in people under 60 years old, while Australia said Thursday it will not give it to people under the age of 50.</p><p>The safety questions could have even bigger implications for developing and middle-income countries, many of which are relying on the shot to unlock their economic comebacks because it's cheaper than other vaccines and can be stored more easily. Many are accessing it through Covax, a global vaccine-sharing program, which has secured more than half its supply from AstraZeneca as of March.</p><p>Overall, orders for an estimated 2.4 billion doses of AstraZeneca's vaccine have been confirmed, according to the Duke Global Health Innovation Center. That's roughly 28% of the global total.</p><p>\"There's a lot of uncertainty here,\" said Ben May, director of macro research at Oxford Economics. He said the AstraZeneca developments weren't enough to revise near-term growth forecasts, but that he would keep monitoring the situation closely.</p><p>The World Health Organization said in a statement Wednesday that \"based on current information, a causal relationship between the vaccine and the occurrence of blood clots with low platelets is considered plausible but is not confirmed.\"</p><p>AstraZeneca said that nearly 200 million people around the world have already received its vaccine, and that reviews by EU and UK regulators \"reaffirmed the vaccine offers a high-level of protection against all severities of Covid-19 and that these benefits continue to far outweigh the risks.\"</p><p><b>A rough start</b></p><p>AstraZeneca received emergency use authorization from the United Kingdom in late December and the European Union one month later. Because the vaccine was less expensive and could be stored at higher temperatures than ones developed by Pfizer (PFE) and Moderna (MRNA), it was heralded as a breakthrough, particularly for less affluent countries that lack sophisticated logistics networks.</p><p>The company also generated lots of goodwill by pledging to supply its vaccine at no profit during the pandemic, and by partnering with the Serum Institute of India, which agreed to produce more than 1 billion doses for low and middle-income countries. AstraZeneca has already provided over 30 million doses to more than 58 countries through Covax.</p><p>However, a series of missteps generated a string of bad headlines for the Anglo-Swedish drugmaker.</p><p>The first issue cropped up in November, when the company faced questions about data from large-scale trials. Volunteers received different doses due to a manufacturing error, creating confusion about its actual effectiveness.</p><p>AstraZeneca did not mention that a mistake caused the dosing discrepancy in its initial announcement, generating concerns about a lack of transparency.</p><p>\"I hate to criticize fellow academics, or anyone for that matter, but releasing information like this is like asking us to try and read the tea leaves,\" Dr. Saad Omer, a vaccine specialist at the Yale School of Medicine, said at the time.</p><p>More stumbles followed. Germany's vaccine commission said in January that AstraZeneca's shots shouldn't be given to people older than 65, citing insufficient data for the age group. France also initially limited AstraZeneca vaccines to those under 65. Both countries changed course last month.</p><p>Jeffrey Lazarus, head of the health systems research group at the Barcelona Institute for Global Health, previously told CNN Business this was an \"easily avoidable\" issue tied to trial design.</p><p>Had the vaccine rollout been smooth, such stumbles may have been forgotten. But continued shortfalls in supply of the AstraZeneca shots in Europe, which is now mired in a third wave of coronavirus infections, have triggered huge political blowback in the bloc. Leaders have imposed restrictions on vaccine exports.</p><p>\"If we had received the 100% of AstraZeneca's vaccines that were contracted to us, the European Union would be at the same level today as Great Britain in terms of vaccines,\" European Commissioner Thierry Breton said in a recent interview with Le Parisien newspaper. \"So I can say that the pocket of turbulence we have experienced is solely due to AstraZeneca's failure to deliver.\"</p><p><b>AstraZeneca's future role</b></p><p>The company also ran afoul of US regulators last month when it submitted trial data from the country. The US National Institute of Allergy and Infectious Diseases expressed concerns that the efficacy information submitted was \"outdated.\" AstraZeneca quickly sent in revised data, but Dr. Anthony Fauci, the agency's director, called it \"an unforced error.\"</p><p>Now, as fears about rare blood clots force governments around the world to reassess the risk-benefit analysis of providing shots to all age groups, the United States has indicated it does not need AstraZeneca's doses.</p><p>\"We have enough very good vaccines,\" Fauci, who also serves as chief medical adviser to President Joe Biden, told CNN on Wednesday.</p><p>Not all countries will have that luxury, however. India, for example, is leaning heavily on AstraZeneca's shot as it tries to fight back against an alarming spike in cases.</p><p>Lazarus said Thursday that if wealthier nations decide they want to reduce their reliance on AstraZeneca, he hopes shots can be sent to other nations in need, since the data still indicates it's safe and effective.</p><p>\"There are plenty of other countries that don't have other options because of the logistics ... and because of the cost,\" he said.</p><p>He does worry, however, that all the bad publicity could affect people's willingness to accept an AstraZeneca vaccine when it becomes available.</p><p>\"This is definitely going to impact the reputation of the AstraZeneca vaccine,\" Lazarus said. \"[It] will lead to lower uptake.\"</p><p>That could be bad news for the global economic recovery. This week, the International Monetary Fund upgraded its forecast for global growth this year to 6%. But that estimate depends in part on the pace of the vaccine rollout.</p><p>\"Anything that might effectively reduce vaccine availability is obviously not good news,\" said May of Oxford Economics.</p><p>The vaccine \"is still usable for the most vulnerable sections of the population,\" he noted. But coupled with supply shortages, new restrictions could complicate the recovery in countries where AstraZeneca's vaccine is central to pandemic exit strategies, May said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How AstraZeneca's latest vaccine troubles could slow the global recovery</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\">\nHow AstraZeneca's latest vaccine troubles could slow the global recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-09 13:23 GMT+8 <a href=https://edition.cnn.com/2021/04/08/business/astrazeneca-vaccine-corporate-problems/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>London (CNN Business) AstraZeneca's vaccine is key to ending the global economic slump caused by the coronavirus. But a series of missteps by the drugmaker and new concerns over blood clots risk ...</p>\n\n<a href=\"https://edition.cnn.com/2021/04/08/business/astrazeneca-vaccine-corporate-problems/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AZN":"阿斯利康","AZN.UK":"阿斯利康制药"},"source_url":"https://edition.cnn.com/2021/04/08/business/astrazeneca-vaccine-corporate-problems/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143257559","content_text":"London (CNN Business) AstraZeneca's vaccine is key to ending the global economic slump caused by the coronavirus. But a series of missteps by the drugmaker and new concerns over blood clots risk undermining public confidence in the shot and delaying the recovery.European drug regulators said there was a possible link between the Oxford-AstraZeneca Covid-19 shot and rare blood clots on Wednesday, but stopped short of recommending its use be limited. UK authorities recommended that people under 30 take alternative vaccines.It's the latest setback for AstraZeneca (AZN), which has faced criticism over its communication with the public and regulators, the design of its vaccine trials and severe production delays that have slowed the rollout of shots in Europe.Authorities maintain that the benefits of the vaccine far outweigh the risks for most age groups. Yet shifting guidance and blood clot worries risk snarling distribution efforts in many countries. Germany suspended the use of the AstraZeneca vaccine last week in people under 60 years old, while Australia said Thursday it will not give it to people under the age of 50.The safety questions could have even bigger implications for developing and middle-income countries, many of which are relying on the shot to unlock their economic comebacks because it's cheaper than other vaccines and can be stored more easily. Many are accessing it through Covax, a global vaccine-sharing program, which has secured more than half its supply from AstraZeneca as of March.Overall, orders for an estimated 2.4 billion doses of AstraZeneca's vaccine have been confirmed, according to the Duke Global Health Innovation Center. That's roughly 28% of the global total.\"There's a lot of uncertainty here,\" said Ben May, director of macro research at Oxford Economics. He said the AstraZeneca developments weren't enough to revise near-term growth forecasts, but that he would keep monitoring the situation closely.The World Health Organization said in a statement Wednesday that \"based on current information, a causal relationship between the vaccine and the occurrence of blood clots with low platelets is considered plausible but is not confirmed.\"AstraZeneca said that nearly 200 million people around the world have already received its vaccine, and that reviews by EU and UK regulators \"reaffirmed the vaccine offers a high-level of protection against all severities of Covid-19 and that these benefits continue to far outweigh the risks.\"A rough startAstraZeneca received emergency use authorization from the United Kingdom in late December and the European Union one month later. Because the vaccine was less expensive and could be stored at higher temperatures than ones developed by Pfizer (PFE) and Moderna (MRNA), it was heralded as a breakthrough, particularly for less affluent countries that lack sophisticated logistics networks.The company also generated lots of goodwill by pledging to supply its vaccine at no profit during the pandemic, and by partnering with the Serum Institute of India, which agreed to produce more than 1 billion doses for low and middle-income countries. AstraZeneca has already provided over 30 million doses to more than 58 countries through Covax.However, a series of missteps generated a string of bad headlines for the Anglo-Swedish drugmaker.The first issue cropped up in November, when the company faced questions about data from large-scale trials. Volunteers received different doses due to a manufacturing error, creating confusion about its actual effectiveness.AstraZeneca did not mention that a mistake caused the dosing discrepancy in its initial announcement, generating concerns about a lack of transparency.\"I hate to criticize fellow academics, or anyone for that matter, but releasing information like this is like asking us to try and read the tea leaves,\" Dr. Saad Omer, a vaccine specialist at the Yale School of Medicine, said at the time.More stumbles followed. Germany's vaccine commission said in January that AstraZeneca's shots shouldn't be given to people older than 65, citing insufficient data for the age group. France also initially limited AstraZeneca vaccines to those under 65. Both countries changed course last month.Jeffrey Lazarus, head of the health systems research group at the Barcelona Institute for Global Health, previously told CNN Business this was an \"easily avoidable\" issue tied to trial design.Had the vaccine rollout been smooth, such stumbles may have been forgotten. But continued shortfalls in supply of the AstraZeneca shots in Europe, which is now mired in a third wave of coronavirus infections, have triggered huge political blowback in the bloc. Leaders have imposed restrictions on vaccine exports.\"If we had received the 100% of AstraZeneca's vaccines that were contracted to us, the European Union would be at the same level today as Great Britain in terms of vaccines,\" European Commissioner Thierry Breton said in a recent interview with Le Parisien newspaper. \"So I can say that the pocket of turbulence we have experienced is solely due to AstraZeneca's failure to deliver.\"AstraZeneca's future roleThe company also ran afoul of US regulators last month when it submitted trial data from the country. The US National Institute of Allergy and Infectious Diseases expressed concerns that the efficacy information submitted was \"outdated.\" AstraZeneca quickly sent in revised data, but Dr. Anthony Fauci, the agency's director, called it \"an unforced error.\"Now, as fears about rare blood clots force governments around the world to reassess the risk-benefit analysis of providing shots to all age groups, the United States has indicated it does not need AstraZeneca's doses.\"We have enough very good vaccines,\" Fauci, who also serves as chief medical adviser to President Joe Biden, told CNN on Wednesday.Not all countries will have that luxury, however. India, for example, is leaning heavily on AstraZeneca's shot as it tries to fight back against an alarming spike in cases.Lazarus said Thursday that if wealthier nations decide they want to reduce their reliance on AstraZeneca, he hopes shots can be sent to other nations in need, since the data still indicates it's safe and effective.\"There are plenty of other countries that don't have other options because of the logistics ... and because of the cost,\" he said.He does worry, however, that all the bad publicity could affect people's willingness to accept an AstraZeneca vaccine when it becomes available.\"This is definitely going to impact the reputation of the AstraZeneca vaccine,\" Lazarus said. \"[It] will lead to lower uptake.\"That could be bad news for the global economic recovery. This week, the International Monetary Fund upgraded its forecast for global growth this year to 6%. But that estimate depends in part on the pace of the vaccine rollout.\"Anything that might effectively reduce vaccine availability is obviously not good news,\" said May of Oxford Economics.The vaccine \"is still usable for the most vulnerable sections of the population,\" he noted. But coupled with supply shortages, new restrictions could complicate the recovery in countries where AstraZeneca's vaccine is central to pandemic exit strategies, May said.","news_type":1,"symbols_score_info":{"AZN":0.9,"AZN.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340509533,"gmtCreate":1617424826822,"gmtModify":1634521006248,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340509533","repostId":"2124758025","repostType":2,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":840389093,"gmtCreate":1635589345989,"gmtModify":1635589346048,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840389093","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,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> 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","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> 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","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":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898617283,"gmtCreate":1628492693242,"gmtModify":1633746708955,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898617283","repostId":"2158412365","repostType":2,"repost":{"id":"2158412365","kind":"news","pubTimestamp":1628490444,"share":"https://ttm.financial/m/news/2158412365?lang=&edition=full","pubTime":"2021-08-09 14:27","market":"us","language":"zh","title":"SK聘请英特尔副总裁,拟在美国和中国设立公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2158412365","media":"新浪科技","summary":"英国最新宣布:同意SK海力士580亿收购英特尔闪存。新浪科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士 拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。一旦获批,SK海力士计划在华也设立一家新公司。","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/sinakd10119/600/w1920h1080/20210629/1fa1-krwipas0586450.jpg\"/>\n<em><span></span></em>\n</span>\n<font>已获31国批准!英国最新宣布:同意SK海力士580亿收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>闪存</font>\n</p><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士( SK Hynix )拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。</p>\n<p>美国公司将由英特尔副总裁罗伯特·克鲁克(Robert Crooke)带领。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。</p>\n<p>SK海力士在去年第三季度财报电话会议上指出:“我们将力争避免核心人才流失,SK与英特尔的合同有包括相关条款。”</p>\n<p>罗伯特·克鲁克表示:“很荣幸被任命为SK海力士新公司的首席执行官”,“我们计划在全球招聘150多名新员工,到中国大陆、台湾、波兰、英国和美国加利福尼亚州工作。”</p>\n<div sax-type=\"proxy\"></div><p>这位CEO毕业于美国马萨诸塞大学,获计算机科学学位,并于1989年加入英特尔担任工程师。他现在负责非易失性存储器(NVM)部门,包括NAND闪存业务。</p>\n<p>去年10月,SK海力士宣布以90亿美元(约合人民币581.62亿元)收购英特尔的NAND闪存及SSD(固态硬盘)业务,已获得美国和韩国等7个国家的批准,目前该交易只待中国政府审批。</p>\n<p>一旦获批,SK海力士计划在华也设立一家新公司。业界预计,该公司将落户大连,也就是英特尔的NAND工厂所在地。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>SK聘请英特尔副总裁,拟在美国和中国设立公司</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; 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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\">\nSK聘请英特尔副总裁,拟在美国和中国设立公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 14:27 北京时间 <a href=https://tech.sina.cn/it/2021-08-09/detail-ikqcfncc1822170.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>已获31国批准!英国最新宣布:同意SK海力士580亿收购英特尔闪存\n新浪科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士( SK Hynix )拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。\n美国公司将由英特尔副总裁罗伯特·克鲁克(Robert Crooke)带领。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。\nSK海力士在去年...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-08-09/detail-ikqcfncc1822170.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20210809/97f0-6dc0fb781b20b07ebb5fae19496f2553.jpg/w120h90l50t1296.jpg","relate_stocks":{"INTC":"英特尔"},"source_url":"https://tech.sina.cn/it/2021-08-09/detail-ikqcfncc1822170.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158412365","content_text":"已获31国批准!英国最新宣布:同意SK海力士580亿收购英特尔闪存\n新浪科技讯 北京时间8月9日下午消息,据韩媒,韩国芯片厂商SK海力士( SK Hynix )拟将英特尔NAND闪存业务作为一个独立公司运营,并计划在美国和中国设立新公司。\n美国公司将由英特尔副总裁罗伯特·克鲁克(Robert Crooke)带领。有分析认为,SK方面聘请他为CEO,是为防止英特尔工程师离职。\nSK海力士在去年第三季度财报电话会议上指出:“我们将力争避免核心人才流失,SK与英特尔的合同有包括相关条款。”\n罗伯特·克鲁克表示:“很荣幸被任命为SK海力士新公司的首席执行官”,“我们计划在全球招聘150多名新员工,到中国大陆、台湾、波兰、英国和美国加利福尼亚州工作。”\n这位CEO毕业于美国马萨诸塞大学,获计算机科学学位,并于1989年加入英特尔担任工程师。他现在负责非易失性存储器(NVM)部门,包括NAND闪存业务。\n去年10月,SK海力士宣布以90亿美元(约合人民币581.62亿元)收购英特尔的NAND闪存及SSD(固态硬盘)业务,已获得美国和韩国等7个国家的批准,目前该交易只待中国政府审批。\n一旦获批,SK海力士计划在华也设立一家新公司。业界预计,该公司将落户大连,也就是英特尔的NAND工厂所在地。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":2349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}