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2021-12-15

$AEM HOLDINGS LTD(AWX.SI)$Director James Toh sold some shares, worth 1.8mil SGD.

2021-10-30

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-22

Overreacted

Intel shares sink as sales third-quarter sales miss estimates

2021-08-09

Nice

抱歉，原内容已删除

2021-07-01

Bullish

There’s No Limit to Facebook’s Growth Potential

2021-07-01

Ok

Amazon: Undervalued With Potential Upside Of 25%

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

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？

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？

2021-06-20

Hmmm

GLOBAL MARKETS-Investors juggle Fed forecast and post-pandemic recovery as Wall Street dips

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！

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

2021-06-18

Nice

抱歉，原内容已删除

2021-06-17

PLTR

抱歉，原内容已删除

2021-06-17

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

2021-06-17

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

2021-06-17

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

2021-06-16

Wow

抱歉，原内容已删除

2021-06-15

Oil

抱歉，原内容已删除

2021-06-13

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 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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!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"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":5,"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://www.laohu8.com/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&nbsp;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&nbsp;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&nbsp;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&nbsp;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":{},"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},"isVote":1,"tweetType":1,"viewCount":631,"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":5,"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,"isVote":1,"tweetType":1,"viewCount":354,"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":5,"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,"repost":{"id":"1117904279","kind":"news","pubTimestamp":1625132824,"share":"https://www.laohu8.com/m/news/1117904279?lang=&edition=full","pubTime":"2021-07-01 17:47","market":"us","language":"en","title":"There’s No Limit to Facebook’s Growth Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1117904279","media":"InvestorPlace","summary":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many","content":"<p>Unless, of course, the government wins out</p>\n<p><b>Facebook</b>(NASDAQ:<b><u>FB</u></b>) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know&nbsp;what exactly it is.</p>\n<p>They think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything&nbsp;<b>AT&amp;T</b>(NYSE:<b><u>T</u></b>) once promised to do, and it does it all for free.</p>\n<p>What’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.</p>\n<p><b>The March to a Trillion</b></p>\n<p>I wrote in January that&nbsp;it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average&nbsp;<b>Nasdaq</b>&nbsp;stock.</p>\n<p>At $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>), worth $2.04 trillion, sells for 37 times earnings.</p>\n<p>Facebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting&nbsp;nearly $4.3 billion&nbsp;into capital investment.</p>\n<p><b>The Secret Sauce</b></p>\n<p>It’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together&nbsp;as Facebook.</p>\n<p>Facebook now has&nbsp;15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has&nbsp;its own network of fiber cables, which it sells&nbsp;as a “middle mile”&nbsp;to other companies. It’s building a fiber cable&nbsp;around Africa. Furthermore, it recently announced two new cables&nbsp;between North America and Singapore.</p>\n<p>This was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the&nbsp;Open Compute Project&nbsp;to drive down cloud costs and the&nbsp;Telecom Infra Project&nbsp;meant to cut networking costs.</p>\n<p>These are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&amp;T can copy Facebook. They don’t have to reinvent anything.</p>\n<p><b>The Opponents</b></p>\n<p>For decades, AT&amp;T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.</p>\n<p>Facebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&amp;T once promised to do, and on a global basis.</p>\n<p>Guess which company American policymakers now favor? AT&amp;T. This, despite the fact that AT&amp;T is&nbsp;lobbying against proposals&nbsp;to subsidize fiber to homes. Pro-AT&amp;T writers insist it’s Facebook that’s subsidized, not AT&amp;T. This is because Section 230 of the Communications Act&nbsp;holds it harmless&nbsp;from speech made on its network, just as it did on AT&amp;T phone calls for decades.</p>\n<p><b>The Bottom Line on FB Stock</b></p>\n<p>The only threat to Facebook’s growth is government.</p>\n<p>Lobbyists were shocked by a recent anti-trust decision that&nbsp;went Facebook’s way. They now want&nbsp;a digital regulatory agency&nbsp;to rein it in.</p>\n<p>Facebook’s purchase of a startup called Kustomer, which makes&nbsp;customer service tools, is still being&nbsp;held up.</p>\n<p>Facebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.</p>","source":"lsy1606302653667","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>There’s No Limit to Facebook’s Growth Potential</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\">\nThere’s No Limit to Facebook’s Growth Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 17:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service...</p>\n\n<a href=\"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2021/06/fb-stock-theres-no-limit-to-facebooks-growth-potential/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117904279","content_text":"Unless, of course, the government wins out\nFacebook(NASDAQ:FB) is worth almost $1 trillion. Yet many people — even investors in FB stock —still don’t know what exactly it is.\nThey think it’s a service or a collection of services. Facebook is the world’s free communication system. Facebook does everything AT&T(NYSE:T) once promised to do, and it does it all for free.\nWhat’s more, Facebook has done more to open the world and bring new people to the global economy than any company ever. Rather than celebrate this success, intellectuals seem intent on destroying it. Otherwise the company would be worth even more.\nThe March to a Trillion\nI wrote in January that it was time to buy Facebook stock. Since then, FB stock is up 35.5%, quadrupling the gain of the average Nasdaq stock.\nAt $352 per share (down from its intraday high of $355) it’s worth $987 billion. That’s about 10 times this year’s expected $94 billion in revenue but just 30 times earnings. By way of comparison,Microsoft(NASDAQ:MSFT), worth $2.04 trillion, sells for 37 times earnings.\nFacebook is worth the price because it brings about one-third of its revenue to the net income line. It continues to grow at 18% per year, at scale. At the end of March, it had nearly $65 billion of cash and short-term investments in the bank. Long-term debt was $11 billion. Free cash flow during the most recent quarter came to almost $8 billion. This was true even after putting nearly $4.3 billion into capital investment.\nThe Secret Sauce\nIt’s capital investment that’s Facebook’s secret sauce. No company is doing as many different things to bring the world together as Facebook.\nFacebook now has 15 data centers: 10 in the U.S., four in Europe and one in Singapore. It has its own network of fiber cables, which it sells as a “middle mile” to other companies. It’s building a fiber cable around Africa. Furthermore, it recently announced two new cables between North America and Singapore.\nThis was made possible by Facebook’s free services and ad network, which supplied the necessary cash flow. But it was also made possible by CEO Mark Zuckerberg’s decision to commit to the cloud a decade ago, and by Facebook engineering. Facebook sponsors the Open Compute Project to drive down cloud costs and the Telecom Infra Project meant to cut networking costs.\nThese are open-source projects, open to all. Other companies can do exactly what Facebook is doing. AT&T can copy Facebook. They don’t have to reinvent anything.\nThe Opponents\nFor decades, AT&T promised Americans universal broadband. It took billions of dollars in government subsidy based on this promise. It also broke itself with debts that, in March, were over $150 billion.\nFacebook has never taken a government subsidy. It has enough cash to clear all its debt. Yet it has done everything AT&T once promised to do, and on a global basis.\nGuess which company American policymakers now favor? AT&T. This, despite the fact that AT&T is lobbying against proposals to subsidize fiber to homes. Pro-AT&T writers insist it’s Facebook that’s subsidized, not AT&T. This is because Section 230 of the Communications Act holds it harmless from speech made on its network, just as it did on AT&T phone calls for decades.\nThe Bottom Line on FB Stock\nThe only threat to Facebook’s growth is government.\nLobbyists were shocked by a recent anti-trust decision that went Facebook’s way. They now want a digital regulatory agency to rein it in.\nFacebook’s purchase of a startup called Kustomer, which makes customer service tools, is still being held up.\nFacebook isn’t software so much as it is hardware and networking. Its software lets it offer communication to the world, free, all paid for with cash. It’s capital spending, not some nefarious plot, that made Facebook a trillionaire.","news_type":1},"isVote":1,"tweetType":1,"viewCount":927,"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":5,"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://www.laohu8.com/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&nbsp;nice hit&nbsp;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&amp;D expenses with an amortizable life of 3 years. As&nbsp;with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&amp;D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&amp;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&amp;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&nbsp;Goldman Sachs expectations&nbsp;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&nbsp;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&nbsp;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>&nbsp;\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&nbsp;&nbsp;&nbsp;<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},"isVote":1,"tweetType":1,"viewCount":405,"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":5,"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":239,"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":5,"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":1624419681903,"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":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"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":5,"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）&lt;","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）&lt;","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":409,"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":5,"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,"repost":{"id":"2144777837","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":1624037622,"share":"https://www.laohu8.com/m/news/2144777837?lang=&edition=full","pubTime":"2021-06-19 01:33","market":"fut","language":"en","title":"GLOBAL MARKETS-Investors juggle Fed forecast and post-pandemic recovery as Wall Street dips","url":"https://stock-news.laohu8.com/highlight/detail?id=2144777837","media":"Reuters","summary":"(Updates to midday U.S. trading)   * Major U.S. indices set for biggest drop in a month   * U.S. dol","content":"<html><body><p>(Updates to midday U.S. trading)</p><p>   * Major U.S. indices set for biggest drop in a month</p><p>   * U.S. dollar near two-month highs</p><p>   * Oil regains momentum</p><p>    By Pete Schroeder</p><p>   WASHINGTON, June 18 (Reuters) - Wall Street was down and the dollar surged on Friday as investors tried to balance a seemingly more hawkish stance by  the Federal Reserve with persistent optimism about the U.S. economy as it emerges from the pandemic.  </p><p>   The blue-chip Dow and benchmark S&amp;P 500 appeared set for their worst day in a month after Wednesday's policy update from the Fed, in which officials projected interest rate hikes sooner than expected as the economy recovered. Stocks had wavered since that update, but took a steeper turn on Friday after Federal Reserve official James Bullard said inflation was stronger than anticipated.  </p><p>   The Dow    was down 426.27 points, or 1.26%, the S&amp;P 500</p><p>  lost 37.79 points, or 0.90%, and the Nasdaq Composite</p><p>  dropped 83.11 points, or 0.59%.</p><p>   The MSCI world equity index   , which tracks shares in 45 nations, fell 6.94 points or 0.97%.</p><p>   Bullard's remarks came two days after Fed officials projected interest rate hikes as soon as 2023. At this week's meeting, Fed officials vowed to keep up strong monetary support while the economy recovered, while maintaining that they do not see a recent rise in inflation as a long-term economic risk.</p><p>   The U.S. dollar index   , which tracks the greenback against six major currencies, jumped to 92.23, the highest since mid-April. The index is on pace for a weekly gain of about 2%, its best weekly jump in about 14 months.  </p><p>   U.S. 10-year Treasury yields gave back some gains at midday, dipping below 1.5%. Benchmark 10-year notes    were last at 1.4583%.    </p><p>   While stocks have dipped on the Fed's latest update, analysts noted there is reason for persistent optimism about the U.S. economy and what it could mean for markets.</p><p>   \"We believe that a few more quarters of above-trend growth should continue to push risk assets higher, despite building headwinds from the Fed’s pivot toward more restrictive policy, inflation, and potentially higher taxes,\" said Elyse Ausenbaugh, global market strategist for JP Morgan Private Bank. \"The simple way to think about all of this is that the Fed is starting to remove support because the economy doesn’t need as much anymore.\"</p><p>    QUADRUPLE WITCHING</p><p>   Investors were also on guard Friday given it is a \"quadruple witching day\" on Wall Street, when options and futures on stocks and stock indexes expire, which can trigger volatility in markets near the close of trading. In the past, the quarterly simultaneous expiration of U.S. options and futures contracts has spurred record trading volumes as investors and dealers buy and sell derivative contracts and shares to replace expiring positions.</p><p>   In a note to clients, Goldman Sachs said Friday there are $818 billion of single stock options set to expire, the second- largest amount in history.  </p><p>   Single stock open interest stands at nearly $3 trillion in notional terms, close to the highest level since Jan. 15, according to the report, which was authored by analysts Vishal Vivek and John Marshall and published on Friday morning. </p><p>   Elsewhere, oil mounted a comeback after a dip earlier in the week, while spot gold remained down around 5% for the week after the Fed dented the yellow metal's safe-haven appeal.</p><p>   Oil markets reversed early losses in the day to post gains on anticipated limited U.S. oil output growth this year. Brent crude    futures rose 44 cents, or 0.6% to $73.52 a barrel, while U.S. West Texas Intermediate crude    futures were up 59 cents, or 0.83% to $71.63 a barrel. Both benchmarks were on track for a weekly gain of about 1%.  </p><p>   The dollar's surge has weighed on gold prices, which plunged following the Fed's statement and have yet to mount a comeback. Spot gold prices    fell 0.03% to $1,772.85 an ounce, with prices down 5.4% for the week. U.S. gold futures    were down 0.14% to $1,772.90 an ounce.    </p><p>   Higher expectations of inflation continued to lift long-dated U.S. Treasury yields. Benchmark 10-year notes</p><p>  yielded 1.5056%. </p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global assets     Global currencies vs. dollar      Emerging markets     MSCI All Country World Index Market Cap     Fed catches out dollar shorts    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Additional reporting by Thyagaraju Adinarayan, Andrew Galbraith and Tom Westbrook; Editing by Alexander Smith,  Mark Potter and Dan Grebler)</p><p>((Andrew.Galbraith@tr.com; +86 21 2083 0079; Reuters Messaging: andrew.galbraith.thomsonreuters.com@reuters.net ; <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>: ))</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>GLOBAL MARKETS-Investors juggle Fed forecast and post-pandemic recovery as Wall Street dips</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\">\nGLOBAL MARKETS-Investors juggle Fed forecast and post-pandemic recovery as Wall Street dips\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\">2021-06-19 01:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(Updates to midday U.S. trading)</p><p>   * Major U.S. indices set for biggest drop in a month</p><p>   * U.S. dollar near two-month highs</p><p>   * Oil regains momentum</p><p>    By Pete Schroeder</p><p>   WASHINGTON, June 18 (Reuters) - Wall Street was down and the dollar surged on Friday as investors tried to balance a seemingly more hawkish stance by  the Federal Reserve with persistent optimism about the U.S. economy as it emerges from the pandemic.  </p><p>   The blue-chip Dow and benchmark S&amp;P 500 appeared set for their worst day in a month after Wednesday's policy update from the Fed, in which officials projected interest rate hikes sooner than expected as the economy recovered. Stocks had wavered since that update, but took a steeper turn on Friday after Federal Reserve official James Bullard said inflation was stronger than anticipated.  </p><p>   The Dow    was down 426.27 points, or 1.26%, the S&amp;P 500</p><p>  lost 37.79 points, or 0.90%, and the Nasdaq Composite</p><p>  dropped 83.11 points, or 0.59%.</p><p>   The MSCI world equity index   , which tracks shares in 45 nations, fell 6.94 points or 0.97%.</p><p>   Bullard's remarks came two days after Fed officials projected interest rate hikes as soon as 2023. At this week's meeting, Fed officials vowed to keep up strong monetary support while the economy recovered, while maintaining that they do not see a recent rise in inflation as a long-term economic risk.</p><p>   The U.S. dollar index   , which tracks the greenback against six major currencies, jumped to 92.23, the highest since mid-April. The index is on pace for a weekly gain of about 2%, its best weekly jump in about 14 months.  </p><p>   U.S. 10-year Treasury yields gave back some gains at midday, dipping below 1.5%. Benchmark 10-year notes    were last at 1.4583%.    </p><p>   While stocks have dipped on the Fed's latest update, analysts noted there is reason for persistent optimism about the U.S. economy and what it could mean for markets.</p><p>   \"We believe that a few more quarters of above-trend growth should continue to push risk assets higher, despite building headwinds from the Fed’s pivot toward more restrictive policy, inflation, and potentially higher taxes,\" said Elyse Ausenbaugh, global market strategist for JP Morgan Private Bank. \"The simple way to think about all of this is that the Fed is starting to remove support because the economy doesn’t need as much anymore.\"</p><p>    QUADRUPLE WITCHING</p><p>   Investors were also on guard Friday given it is a \"quadruple witching day\" on Wall Street, when options and futures on stocks and stock indexes expire, which can trigger volatility in markets near the close of trading. In the past, the quarterly simultaneous expiration of U.S. options and futures contracts has spurred record trading volumes as investors and dealers buy and sell derivative contracts and shares to replace expiring positions.</p><p>   In a note to clients, Goldman Sachs said Friday there are $818 billion of single stock options set to expire, the second- largest amount in history.  </p><p>   Single stock open interest stands at nearly $3 trillion in notional terms, close to the highest level since Jan. 15, according to the report, which was authored by analysts Vishal Vivek and John Marshall and published on Friday morning. </p><p>   Elsewhere, oil mounted a comeback after a dip earlier in the week, while spot gold remained down around 5% for the week after the Fed dented the yellow metal's safe-haven appeal.</p><p>   Oil markets reversed early losses in the day to post gains on anticipated limited U.S. oil output growth this year. Brent crude    futures rose 44 cents, or 0.6% to $73.52 a barrel, while U.S. West Texas Intermediate crude    futures were up 59 cents, or 0.83% to $71.63 a barrel. Both benchmarks were on track for a weekly gain of about 1%.  </p><p>   The dollar's surge has weighed on gold prices, which plunged following the Fed's statement and have yet to mount a comeback. Spot gold prices    fell 0.03% to $1,772.85 an ounce, with prices down 5.4% for the week. U.S. gold futures    were down 0.14% to $1,772.90 an ounce.    </p><p>   Higher expectations of inflation continued to lift long-dated U.S. Treasury yields. Benchmark 10-year notes</p><p>  yielded 1.5056%. </p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global assets     Global currencies vs. dollar      Emerging markets     MSCI All Country World Index Market Cap     Fed catches out dollar shorts    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Additional reporting by Thyagaraju Adinarayan, Andrew Galbraith and Tom Westbrook; Editing by Alexander Smith,  Mark Potter and Dan Grebler)</p><p>((Andrew.Galbraith@tr.com; +86 21 2083 0079; Reuters Messaging: andrew.galbraith.thomsonreuters.com@reuters.net ; <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>: ))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EUO":"欧元ETF-ProShares两倍做空","FXY":"日元ETF-CurrencyShares","QID":"纳指两倍做空ETF",".SPX":"S&P 500 Index","UDOW":"道指三倍做多ETF-ProShares","SQQQ":"纳指三倍做空ETF","FXB":"英镑ETF-CurrencyShares","SDOW":"道指三倍做空ETF-ProShares","DDG":"ProShares做空石油与天然气ETF","DOG":"道指反向ETF","YCS":"日元ETF-ProShares两倍做空","SCO":"二倍做空彭博原油指数ETF","FXE":"欧元做多ETF-CurrencyShares","USO":"美国原油ETF","GDX":"黄金矿业ETF-VanEck","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","GLD":"SPDR黄金ETF","QLD":"纳指两倍做多ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF(iShares)","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GS":"高盛","UCO":"二倍做多彭博原油ETF","DXD":"道指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF"},"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":"2144777837","content_text":"(Updates to midday U.S. trading)   * Major U.S. indices set for biggest drop in a month   * U.S. dollar near two-month highs   * Oil regains momentum    By Pete Schroeder   WASHINGTON, June 18 (Reuters) - Wall Street was down and the dollar surged on Friday as investors tried to balance a seemingly more hawkish stance by  the Federal Reserve with persistent optimism about the U.S. economy as it emerges from the pandemic.     The blue-chip Dow and benchmark S&P 500 appeared set for their worst day in a month after Wednesday's policy update from the Fed, in which officials projected interest rate hikes sooner than expected as the economy recovered. Stocks had wavered since that update, but took a steeper turn on Friday after Federal Reserve official James Bullard said inflation was stronger than anticipated.     The Dow    was down 426.27 points, or 1.26%, the S&P 500  lost 37.79 points, or 0.90%, and the Nasdaq Composite  dropped 83.11 points, or 0.59%.   The MSCI world equity index   , which tracks shares in 45 nations, fell 6.94 points or 0.97%.   Bullard's remarks came two days after Fed officials projected interest rate hikes as soon as 2023. At this week's meeting, Fed officials vowed to keep up strong monetary support while the economy recovered, while maintaining that they do not see a recent rise in inflation as a long-term economic risk.   The U.S. dollar index   , which tracks the greenback against six major currencies, jumped to 92.23, the highest since mid-April. The index is on pace for a weekly gain of about 2%, its best weekly jump in about 14 months.     U.S. 10-year Treasury yields gave back some gains at midday, dipping below 1.5%. Benchmark 10-year notes    were last at 1.4583%.       While stocks have dipped on the Fed's latest update, analysts noted there is reason for persistent optimism about the U.S. economy and what it could mean for markets.   \"We believe that a few more quarters of above-trend growth should continue to push risk assets higher, despite building headwinds from the Fed’s pivot toward more restrictive policy, inflation, and potentially higher taxes,\" said Elyse Ausenbaugh, global market strategist for JP Morgan Private Bank. \"The simple way to think about all of this is that the Fed is starting to remove support because the economy doesn’t need as much anymore.\"    QUADRUPLE WITCHING   Investors were also on guard Friday given it is a \"quadruple witching day\" on Wall Street, when options and futures on stocks and stock indexes expire, which can trigger volatility in markets near the close of trading. In the past, the quarterly simultaneous expiration of U.S. options and futures contracts has spurred record trading volumes as investors and dealers buy and sell derivative contracts and shares to replace expiring positions.   In a note to clients, Goldman Sachs said Friday there are $818 billion of single stock options set to expire, the second- largest amount in history.     Single stock open interest stands at nearly $3 trillion in notional terms, close to the highest level since Jan. 15, according to the report, which was authored by analysts Vishal Vivek and John Marshall and published on Friday morning.    Elsewhere, oil mounted a comeback after a dip earlier in the week, while spot gold remained down around 5% for the week after the Fed dented the yellow metal's safe-haven appeal.   Oil markets reversed early losses in the day to post gains on anticipated limited U.S. oil output growth this year. Brent crude    futures rose 44 cents, or 0.6% to $73.52 a barrel, while U.S. West Texas Intermediate crude    futures were up 59 cents, or 0.83% to $71.63 a barrel. Both benchmarks were on track for a weekly gain of about 1%.     The dollar's surge has weighed on gold prices, which plunged following the Fed's statement and have yet to mount a comeback. Spot gold prices    fell 0.03% to $1,772.85 an ounce, with prices down 5.4% for the week. U.S. gold futures    were down 0.14% to $1,772.90 an ounce.       Higher expectations of inflation continued to lift long-dated U.S. Treasury yields. Benchmark 10-year notes  yielded 1.5056%.     <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global assets     Global currencies vs. dollar      Emerging markets     MSCI All Country World Index Market Cap     Fed catches out dollar shorts       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Additional reporting by Thyagaraju Adinarayan, Andrew Galbraith and Tom Westbrook; Editing by Alexander Smith,  Mark Potter and Dan Grebler)((Andrew.Galbraith@tr.com; +86 21 2083 0079; Reuters Messaging: andrew.galbraith.thomsonreuters.com@reuters.net ; Twitter: ))","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"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":5,"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，&nbsp; &nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a>&nbsp;）国际游轮“海洋奥德赛”号(Odyssey of the Seas)的8名船员被检测出Covid-19呈阳性，船上1400人立遭隔离，因此该游轮将推迟首航。“海洋奥德赛”号的首次航行原定于7月3日，现在定于7月31日。公司首席执行官迈克尔·贝利在一份声明中表示:“在常规检测中，8名船员收到了COVID-19阳性检测结果。” 在8例病例中，6人无症状，2人症状轻微。1400名已接种疫苗的船员，将全部在船上被隔离14天，接受监测。“虽然令人失望，但这是一个正确的决定，对我们的船员和客人的健康和幸福。”但在登船之前，所有客人都被要求在出发前72小时出示COVID-19检测阴性和疫苗接种证明，也就是双保险。该游轮6月4日抵达美国佛州，抵达当天，1400名船员就全体下船，接种了疫苗。不过，到今天为止，距离船员们接种疫苗还没有到14天——这被认为是新冠疫苗完全发挥作用所需的期限。根据CDC的说法，在完全接种疫苗或突破性感染后检测出阳性的人非常罕见。CDC上月表示，在已接种疫苗的1.3亿多人中，至少有10262人出现突破性感染。许多在完全接种疫苗后检测呈阳性的人没有症状。海洋奥德赛号又称“超级量子游轮”，是世界上最大的游轮之一，共有16层甲","listText":"仅仅一周的时间， 3艘豪华游轮爆出疫情。尽管全员接种两针疫苗，全员核酸检测阴性，豪华游轮再爆疫情!美国疾病控制与预防中心(CDC) 上月批准了重新启动巡航的工作，这是一年多来的首次。根据目前CDC的指导方针，所有的客人——无论是接种过疫苗的还是未接种的——都将被要求“在室内佩戴口罩，除非坐下来进食或饮水。”在上周两艘游轮爆疫后，今天又一艘全员接种疫苗的豪华巨轮沦陷。有关官员表示，&nbsp; &nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/RCL\">$皇家加勒比邮轮(RCL)$</a>&nbsp;）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":289,"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":5,"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":183,"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":5,"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":410,"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":5,"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,"isVote":1,"tweetType":1,"viewCount":149,"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":5,"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。 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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&nbsp;Quest&nbsp;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&nbsp;Adopter。又通过电池技术升级和超级充电站网络，解决了Early&nbsp;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&nbsp;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&nbsp;majority到late&nbsp;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&nbsp;VS&nbsp;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&nbsp;Quest&nbsp;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&nbsp;Adopter。又通过电池技术升级和超级充电站网络，解决了Early&nbsp;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&nbsp;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&nbsp;majority到late&nbsp;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":387,"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":5,"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":1022,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Bullish on&nbsp;AMD","listText":"Bullish on&nbsp;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://www.laohu8.com/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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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&amp;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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"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},"isVote":1,"tweetType":1,"viewCount":504,"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":5,"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":38,"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":5,"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://www.laohu8.com/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&nbsp;nice hit&nbsp;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&amp;D expenses with an amortizable life of 3 years. As&nbsp;with Apple(NASDAQ:AAPL), I don't believe that Amazon's R&amp;D is an operating expense, and for this reason, I treat it as CapEx. By taking into account the R&amp;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&amp;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&nbsp;Goldman Sachs expectations&nbsp;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&nbsp;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&nbsp;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>&nbsp;\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&nbsp;&nbsp;&nbsp;<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},"isVote":1,"tweetType":1,"viewCount":405,"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":5,"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)$</a>&nbsp;与抖音的200亿元GMV年框协议已经落地，双方合作模式，或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽，准备携手开拓欧洲市场。 本文来源：美股研究社，转载请注明版权","listText":"美股研究社消息，据美港电讯APP 报道，有媒体报道称，<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;与抖音的200亿元GMV年框协议已经落地，双方合作模式，或将延伸至海外市场。目前京东和抖音海外版TikTok正在秘密接洽，准备携手开拓欧洲市场。 本文来源：美股研究社，转载请注明版权","text":"美股研究社消息，据美港电讯APP 报道，有媒体报道称，$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":300,"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":5,"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://www.laohu8.com/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&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(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&nbsp;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&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;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,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(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&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;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&nbsp;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&amp;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&nbsp;&nbsp;&nbsp;<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":{},"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},"isVote":1,"tweetType":1,"viewCount":194,"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":5,"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,"repost":{"id":"1130788275","kind":"news","pubTimestamp":1618477264,"share":"https://www.laohu8.com/m/news/1130788275?lang=&edition=full","pubTime":"2021-04-15 17:01","market":"us","language":"en","title":"PayPal: Solid Compounder And Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=1130788275","media":"seekingalpha","summary":"Summary\n\nDespite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.\nP","content":"<p><b>Summary</b></p>\n<ul>\n <li>Despite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.</li>\n <li>PayPal successfully balances revenue growth with an eye towards strong free cash flow generation, with 2021 expected to reach $6 billion.</li>\n <li>Presently, investors are asked to pay just 13x forward sales, which is very cheaply valued for a company with such strong secular tailwinds and a long history of strong execution.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83f80c1d433b8657fa52ac661162fd55\" tg-width=\"768\" tg-height=\"505\"><span>Photo by Sean Gallup/Getty Images News via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>PayPal's (PYPL) stock has lost some momentum over the past couple of months.</p>\n<p>But, as we appraise the company holistically, we are left with a very strong compounding asset that's investing for growth, all the while oozing free cash flow, which is expected to reach $6 billion in 2021. Meanwhile, PayPal continues to rapidly grow its market share of not only digital payments but offline solutions too.</p>\n<p>Paying up 13x forward sales for PayPal is by no stretch an exuberant valuation. This investment is worthwhile considering.</p>\n<p><b>Revenue Growth Rates And Market Sentiment</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3cf50d657cdef70f35e0b2bd7a05429\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p>\n<p>The past two months, PayPal, together with its peer, Square (SQ), has lost some momentum. Indeed, there's been broad apathy by investors towards growth stocks of late.</p>\n<p>Or perhaps, better said, 2020 delivered such strong gains in tech that investors had become complacent, and enamored with growth narratives and ''digital acceleration'' stories.</p>\n<p>Then, investors started to realize,<i>at last</i>, that tech stocks can't grow to the sky, and there's been a retracement amongst tech stocks.</p>\n<p>Having said all that, I believe that discerning investors may take solace in the fact that investing through a mild tech correction is absolutely the right investment strategy because there's a lot to be excited about PayPal right now:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5dd316f506428376080776cdd9ae2410\" tg-width=\"1245\" tg-height=\"559\"><span>Source: Author's work</span></p>\n<p>As you can see above, pre-COVID, PayPal wasn't much of a growth story, it was more of a steady compounder ticking along in the high teens of revenue growth rates, but not quite consistently clearing the 20s% y/y revenue growth rates (asides from 2017, when its growth rate reached 21% y/y).</p>\n<p>However, 2020 proved to be a terrific year for PayPal, as the company put up a very strong performance demonstrating that it was, evidently, well-positioned to embrace the secular tailwinds that emerged.</p>\n<p>The question that investors have to address, whether these tailwinds are here to stay or will they dwindle back down? And I firmly contend it's the former.</p>\n<p><b>Bullish View: Strong Tailwinds Are Here to Stay</b></p>\n<p>In the past several months, PayPal has made yet another strong push towards facilitating digital payments. Most notably, PayPal is now more focused than ever on in-store payment solutions for merchants.</p>\n<p>What PayPal is attempting to do is grow the reach of its digital wallet,Venmo, so that there's a convergence between the online and offline world. For example, customers can use PayPal's Buy Now Pay Later offering, allowing for a seamless commerce enablement solution.</p>\n<p>Further, as the economy reopens, retailers are being left with the choice of either embracing serving their customers on an omni-basis and optimizing their payment solutions, or being left behind - it's a simple dichotomy.</p>\n<p>Indeed, despite adding&nbsp;73 million new active accounts&nbsp;in 2020, its guidance for the year ahead is for adding a further&nbsp;50 million active&nbsp;accounts in 2021.</p>\n<p>Altogether, this would put PayPal's active accounts well clear of 425 million people. This is important because it's evidence that the pick-up in accounts during 2020 are not churning out to any large extent, and this is obviously highly accretive to PayPal's bottom-line profitability.</p>\n<p>Moreover, as we look further ahead, these extra accounts in 2021 put PayPal ever closer to its 2025 target of having 750 million active accounts.</p>\n<p><b>Valuation - Why This Stock is Cheaply Valued</b></p>\n<p>At the most superficial level, PayPal is being valued at 13x forward sales, and this puts the stock trading level with Square.</p>\n<p>Yes, Square is reporting much stronger growth rates, but we have to keep in mind that a substantial amount of Square's revenue is balanced with&nbsp;equal costs, as the bulk of its revenue is derived from cryptocurrencies.</p>\n<p>Indeed, as you know, Square now has practically stopped discussing its revenue growth rates and has instead opted to navigate shareholders through its&nbsp;gross profits&nbsp;growth story.</p>\n<p>Indeed, I declare that the biggest advantage that PayPal has versus Square is that PayPal is a very strong free cash flow generating company.</p>\n<p>What's more, for 2021, PayPal is guiding for $6 billion of free cash flow, which, on the surface, isn't too cheap, as it implies that its stock is trading for 54x forward this year's free cash flow.</p>\n<p>On the other hand, it's important to keep in mind that PayPal is<i>nowhere near a mature company</i>that's intent on maximizing cash flows. On the contrary, as we've already discussed, PayPal is steadfast in growing and expanding its reach, making digital payments highly efficient.</p>\n<p><b>The Bottom Line</b></p>\n<p>Investors have unjustifiably turned away from PayPal. Investors have seen so many tech stocks move quickly these past couple of months, that they felt compelled towards \"action,\" as if action was in any way commensurate with wealth creation.</p>\n<p>Investors would do well to consider PayPal and sit tight, letting their highly free cash flow-generating asset compound over time.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal: Solid Compounder And Cheap</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\">\nPayPal: Solid Compounder And Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-15 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4418991-paypal-solid-compounder-and-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nDespite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.\nPayPal successfully balances revenue growth with an eye towards strong free cash flow generation, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4418991-paypal-solid-compounder-and-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4418991-paypal-solid-compounder-and-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1130788275","content_text":"Summary\n\nDespite coming away from a very strong 2020, its 2021 prospects look incredibly enticing.\nPayPal successfully balances revenue growth with an eye towards strong free cash flow generation, with 2021 expected to reach $6 billion.\nPresently, investors are asked to pay just 13x forward sales, which is very cheaply valued for a company with such strong secular tailwinds and a long history of strong execution.\n\nPhoto by Sean Gallup/Getty Images News via Getty Images\nInvestment Thesis\nPayPal's (PYPL) stock has lost some momentum over the past couple of months.\nBut, as we appraise the company holistically, we are left with a very strong compounding asset that's investing for growth, all the while oozing free cash flow, which is expected to reach $6 billion in 2021. Meanwhile, PayPal continues to rapidly grow its market share of not only digital payments but offline solutions too.\nPaying up 13x forward sales for PayPal is by no stretch an exuberant valuation. This investment is worthwhile considering.\nRevenue Growth Rates And Market Sentiment\nData by YCharts\nThe past two months, PayPal, together with its peer, Square (SQ), has lost some momentum. Indeed, there's been broad apathy by investors towards growth stocks of late.\nOr perhaps, better said, 2020 delivered such strong gains in tech that investors had become complacent, and enamored with growth narratives and ''digital acceleration'' stories.\nThen, investors started to realize,at last, that tech stocks can't grow to the sky, and there's been a retracement amongst tech stocks.\nHaving said all that, I believe that discerning investors may take solace in the fact that investing through a mild tech correction is absolutely the right investment strategy because there's a lot to be excited about PayPal right now:\nSource: Author's work\nAs you can see above, pre-COVID, PayPal wasn't much of a growth story, it was more of a steady compounder ticking along in the high teens of revenue growth rates, but not quite consistently clearing the 20s% y/y revenue growth rates (asides from 2017, when its growth rate reached 21% y/y).\nHowever, 2020 proved to be a terrific year for PayPal, as the company put up a very strong performance demonstrating that it was, evidently, well-positioned to embrace the secular tailwinds that emerged.\nThe question that investors have to address, whether these tailwinds are here to stay or will they dwindle back down? And I firmly contend it's the former.\nBullish View: Strong Tailwinds Are Here to Stay\nIn the past several months, PayPal has made yet another strong push towards facilitating digital payments. Most notably, PayPal is now more focused than ever on in-store payment solutions for merchants.\nWhat PayPal is attempting to do is grow the reach of its digital wallet,Venmo, so that there's a convergence between the online and offline world. For example, customers can use PayPal's Buy Now Pay Later offering, allowing for a seamless commerce enablement solution.\nFurther, as the economy reopens, retailers are being left with the choice of either embracing serving their customers on an omni-basis and optimizing their payment solutions, or being left behind - it's a simple dichotomy.\nIndeed, despite adding 73 million new active accounts in 2020, its guidance for the year ahead is for adding a further 50 million active accounts in 2021.\nAltogether, this would put PayPal's active accounts well clear of 425 million people. This is important because it's evidence that the pick-up in accounts during 2020 are not churning out to any large extent, and this is obviously highly accretive to PayPal's bottom-line profitability.\nMoreover, as we look further ahead, these extra accounts in 2021 put PayPal ever closer to its 2025 target of having 750 million active accounts.\nValuation - Why This Stock is Cheaply Valued\nAt the most superficial level, PayPal is being valued at 13x forward sales, and this puts the stock trading level with Square.\nYes, Square is reporting much stronger growth rates, but we have to keep in mind that a substantial amount of Square's revenue is balanced with equal costs, as the bulk of its revenue is derived from cryptocurrencies.\nIndeed, as you know, Square now has practically stopped discussing its revenue growth rates and has instead opted to navigate shareholders through its gross profits growth story.\nIndeed, I declare that the biggest advantage that PayPal has versus Square is that PayPal is a very strong free cash flow generating company.\nWhat's more, for 2021, PayPal is guiding for $6 billion of free cash flow, which, on the surface, isn't too cheap, as it implies that its stock is trading for 54x forward this year's free cash flow.\nOn the other hand, it's important to keep in mind that PayPal isnowhere near a mature companythat's intent on maximizing cash flows. On the contrary, as we've already discussed, PayPal is steadfast in growing and expanding its reach, making digital payments highly efficient.\nThe Bottom Line\nInvestors have unjustifiably turned away from PayPal. Investors have seen so many tech stocks move quickly these past couple of months, that they felt compelled towards \"action,\" as if action was in any way commensurate with wealth creation.\nInvestors would do well to consider PayPal and sit tight, letting their highly free cash flow-generating asset compound over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Like &amp; Comment","listText":"Like &amp; 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,"repost":{"id":"2128527958","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618678020,"share":"https://www.laohu8.com/m/news/2128527958?lang=&edition=full","pubTime":"2021-04-18 00:47","market":"hk","language":"en","title":"The semiconductor shortage is here to stay, but it will affect chip companies differently","url":"https://stock-news.laohu8.com/highlight/detail?id=2128527958","media":"Dow Jones","summary":"MW The semiconductor shortage is here to stay, but it will affect chip companies differently\n\n\n  By ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW The semiconductor shortage is here to stay, but it will affect chip companies differently\n</p>\n<p>\n  By Wallace Witkowski \n</p>\n<p>\n  Semiconductors in the age of COVID-19: Extreme demand spike will keep chips in short supply for the foreseeable future, but different types of semis will experience it in different ways \n</p>\n<p>\n  This article is part of a series tracking the effects of the COVID-19 pandemic on major businesses and sectors. For other articles and earlier versions, go here . \n</p>\n<p>\n  A global shortage of semiconductors -- chips that power massive data-centers, modern autos and countless digital devices -- has roiled global manufacturing and is not expected to end soon. It isn't a blanket problem, however, as different sectors within the chip industry will continue to be affected by the shortage in different ways. \n</p>\n<p>\n  As the industry entered 2020, high demand was expected in the mobile chip area because of the rollout of 5G devices. That path was turned on its head when COVID-19 became a global pandemic, driving millions, if not billions, of people into the safety of their homes to work, go to school, be entertained and to socialize. \n</p>\n<p>\n  Demand for chips powering laptops, gaming devices and internet infrastructure skyrocketed, while chip demand for auto and industrial uses plummeted. When the factories that make basic computer components couldn't make them fast enough, already-long customer waiting lists for those factories got even longer. With demand remaining high and little additional chip-making capacity expected in the short term, the shortage is expected to last into at least next year. \n</p>\n<p>\n  Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks  \n</p>\n<p>\n  That dynamic has been good for chip stocks. The PHLX Semiconductor Index  has rallied 92% over the past 12 months, when COVID-19 shelter-in-place protocols were just beginning to settle in and people across the world were trying to adapt to the new normal. In comparison, the S&amp;P 500 index  rose 50% over that period, and the tech-heavy Nasdaq Composite Index  gained 65%. \n</p>\n<p>\n  The supply-demand imbalance will eventually be solved, and investors will want to watch upcoming earnings reports and forecasts for signs of lessening demand or increased supply. So far, no signs have popped up: Chip makers across the board turned in better-than-expected earnings reports and outlooks for 2021, as COVID-19 accelerated a global reliance on a digital infrastructure. \n</p>\n<p>\n  As a new earnings reporting season begins , the different sectors of semiconductors could react differently to the shortage. Here is what to know and look for. \n</p>\n<p>\n  Autos \n</p>\n<p>\n  The chip shortage effectively crippling the auto industry illustrates the worst effects of the phenomenon as crucial parts to produce finished cars and trucks are unavailable and causing automotive manufacturers to halt production. \n</p>\n<p>\n  Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> said at the end of March they had shortages of chips for their cars. \n</p>\n<p>\n  Bernstein analyst Stacy Rasgon told MarketWatch in an interview that the automobile industry shows a stark example of how a disruption of chip supply can affect other industries. \n</p>\n<p>\n  \"The auto supply chains had the most whipsaws because of COVID,\" Rasgon said. \n</p>\n<p>\n  When COVID hit, auto makers canceled all their orders because auto demand dropped off, Rasgon said. When demand returned, auto makers tried to reorder what they had canceled, but found themselves out of luck because the facilities that made the parts they needed were busy making high-demand components for other industries, Rasgon said. On top of COVID, the recent blizzards in Texas further disrupted the supply chain, and auto makers generally do not keep much inventory on hand when it comes to electronics. \n</p>\n<p>\n  That's likely to change, Rasgon added. \n</p>\n<p>\n  \"We're going to see some radical changes in supply-chain management because of what's happened this past year,\" Glenn O'Donnell, research director at Forrester, told MarketWatch. \n</p>\n<p>\n  Maribel Lopez, principal analyst at Lopez Research, told MarketWatch that many product designs that rely upon electronic components often take months or years to develop and are vulnerable in that you can't just \"swap out\" parts \n</p>\n<p>\n  \"If you look at the F-150, it's a really expensive truck being probably held up by a $50, $60 part, or even less,\" Lopez said. \"In some cases we had clients that had very expensive products, say it was $1,200, being held up by a 3-cent part.\" \n</p>\n<p>\n  And given that autos are held to such high safety standards, you can't cut corners and hope for the best. It's a situation where you need to have all the components in a design or you can't sell the product. \n</p>\n<p>\n  \"The issue is you need all of them,\" Rasgon said. \"If I don't have a 50-cent microcontroller that controls the seat belt, I don't build the car.\" \n</p>\n<p>\n  Major automobile chip suppliers include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, Analog Devices Inc. <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a>, Netherlands-based NXP Semiconductors NV <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, Germany's Infineon Technologies AG , South Korea's Samsung Electronics Co. , and Japan's Renesas Electronics Corp. \n</p>\n<p>\n  \"They're shipping everything they make,\" Rasgon said. \n</p>\n<p>\n  Most recently, Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> told Reuters it's in talks with companies that design chips for auto makers  to start manufacturing those chips for them to resolve supply shortages. Intel is scheduled to report earnings on April 22. \n</p>\n<p>\n  PCs \n</p>\n<p>\n  PC sales got a huge shot in the arm as the world scrambled to adapt to working and going to school from home because of COVID-19. Research firm IDC expects sales volumes to grow by 18% in 2021  with shipments of 357.4 million, after rising nearly 13% in 2020. \n</p>\n<p>\n  \"PC demand has been off-the-charts strong,\" Rasgon said, adding that IDC's shipment estimate is above the largest number of PCs shipped in a year, surpassing the record set in 2011 of 352.4 million units. \"So the big controversy there is how long is that demand going to last, and how much of it was sustainable?\" Rasgon said. \n</p>\n<p>\n  By way of a personal example, Rasgon said he bought four notebook computers last year as a result of COVID, and that businesses and consumers had similar higher-than-usual PC purchases in 2020. While IDC predicts that PC sales growth will continue in 2021, many wonder if that demand has already been sated. \n</p>\n<p>\n  \"I'm probably not buying any PCs for a while,\" Rasgon said. \n</p>\n<p>\n  Still, makers of CPUs, or central processing units, the chips that act as the brains for every personal PC and public-cloud data center, stand to benefit in a market that is dominated by Intel and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, which has gradually been taking market share away from larger rival Intel. \n</p>\n<p>\n  AMD also competes with larger rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the GPU, or graphics processing unit, space. \n</p>\n<p>\n  See also: Nvidia steps up competition with Intel and AMD with first data-center CPU  \n</p>\n<p>\n  Both Nvidia and AMD benefit from \"massive supply constraints\" because of a significantly better crop of gaming chips this past year as well as a new gaming consoles, and a renewed interest in cryptocurrency mining, Rasgon said. And since, these are high-demand, big ticket items, they're the most profitable for third-party silicon wafer manufacturers and so they get priority booking, Rasgon said. \n</p>\n<p>\n  \"Go out and try to buy a graphics card, good luck,\" Rasgon said. \n</p>\n<p>\n  GPUs that are used in data centers are not as supply-constrained, but lead times are exceptionally long because Nvidia still needs to get the components to build the units. \n</p>\n<p>\n  \"Everything they're shipping now was ordered two quarters ago,\" Rasgon said. \"Because of that, the recent server digestion cycle didn't affect Nvidia at all.\" \n</p>\n<p>\n  Smartphones \n</p>\n<p>\n  Smartphones are also being hit with the supply shortage. Major supplier Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> said recently that they would have sold much more product had it not been for supply constraints . \n</p>\n<p>\n  Smartphone suppliers, however, may not get as much as a tailwind that some other chip companies will, Rasgon said. Other smartphone suppliers include Taiwan's MediaTek Inc. , Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Skyworks Solutions Inc. , Cirrus Logic Inc. <a href=\"https://laohu8.com/S/CRUS\">$(CRUS)$</a>, Qorvo Inc. <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>, and STMicroelectronics NV (STM.FR). \n</p>\n<p>\n  \"Unit demand has not been super,\" the Bernstein analyst said. \"It has gotten less, less bad.\" \n</p>\n<p>\n  \"Smartphones have been weak for a while,\" Rasgon said. \"I mean they all look the same like featureless slab of glass . People see less of a need to upgrade.\" \n</p>\n<p>\n  One of the biggest heralded boosts for smartphone upgrades over the past few years has been the recently released 5G standard, but Rasgon said that \"consumer demand for 5G is zero.\" \n</p>\n<p>\n  \"People will buy 5G phones because that's what's being sold,\" he said. \n</p>\n<p>\n  Fabs \n</p>\n<p>\n  \"Fabs,\" or foundries, are what the semiconductor industry calls the complex manufacturing plants where silicon wafers used in computer chips are fabricated down to billionth-of-a-meter accuracy. When the chip shortages during COVID-19 first became evident, fabs world-wide were already running at capacity and had order backlogs that ran as much as several months. \n</p>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  April 17, 2021 12:47 ET (16:47 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>The semiconductor shortage is here to stay, but it will affect chip companies differently</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe semiconductor shortage is here to stay, but it will affect chip companies differently\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-18 00:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW The semiconductor shortage is here to stay, but it will affect chip companies differently\n</p>\n<p>\n  By Wallace Witkowski \n</p>\n<p>\n  Semiconductors in the age of COVID-19: Extreme demand spike will keep chips in short supply for the foreseeable future, but different types of semis will experience it in different ways \n</p>\n<p>\n  This article is part of a series tracking the effects of the COVID-19 pandemic on major businesses and sectors. For other articles and earlier versions, go here . \n</p>\n<p>\n  A global shortage of semiconductors -- chips that power massive data-centers, modern autos and countless digital devices -- has roiled global manufacturing and is not expected to end soon. It isn't a blanket problem, however, as different sectors within the chip industry will continue to be affected by the shortage in different ways. \n</p>\n<p>\n  As the industry entered 2020, high demand was expected in the mobile chip area because of the rollout of 5G devices. That path was turned on its head when COVID-19 became a global pandemic, driving millions, if not billions, of people into the safety of their homes to work, go to school, be entertained and to socialize. \n</p>\n<p>\n  Demand for chips powering laptops, gaming devices and internet infrastructure skyrocketed, while chip demand for auto and industrial uses plummeted. When the factories that make basic computer components couldn't make them fast enough, already-long customer waiting lists for those factories got even longer. With demand remaining high and little additional chip-making capacity expected in the short term, the shortage is expected to last into at least next year. \n</p>\n<p>\n  Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks  \n</p>\n<p>\n  That dynamic has been good for chip stocks. The PHLX Semiconductor Index  has rallied 92% over the past 12 months, when COVID-19 shelter-in-place protocols were just beginning to settle in and people across the world were trying to adapt to the new normal. In comparison, the S&amp;P 500 index  rose 50% over that period, and the tech-heavy Nasdaq Composite Index  gained 65%. \n</p>\n<p>\n  The supply-demand imbalance will eventually be solved, and investors will want to watch upcoming earnings reports and forecasts for signs of lessening demand or increased supply. So far, no signs have popped up: Chip makers across the board turned in better-than-expected earnings reports and outlooks for 2021, as COVID-19 accelerated a global reliance on a digital infrastructure. \n</p>\n<p>\n  As a new earnings reporting season begins , the different sectors of semiconductors could react differently to the shortage. Here is what to know and look for. \n</p>\n<p>\n  Autos \n</p>\n<p>\n  The chip shortage effectively crippling the auto industry illustrates the worst effects of the phenomenon as crucial parts to produce finished cars and trucks are unavailable and causing automotive manufacturers to halt production. \n</p>\n<p>\n  Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> said at the end of March they had shortages of chips for their cars. \n</p>\n<p>\n  Bernstein analyst Stacy Rasgon told MarketWatch in an interview that the automobile industry shows a stark example of how a disruption of chip supply can affect other industries. \n</p>\n<p>\n  \"The auto supply chains had the most whipsaws because of COVID,\" Rasgon said. \n</p>\n<p>\n  When COVID hit, auto makers canceled all their orders because auto demand dropped off, Rasgon said. When demand returned, auto makers tried to reorder what they had canceled, but found themselves out of luck because the facilities that made the parts they needed were busy making high-demand components for other industries, Rasgon said. On top of COVID, the recent blizzards in Texas further disrupted the supply chain, and auto makers generally do not keep much inventory on hand when it comes to electronics. \n</p>\n<p>\n  That's likely to change, Rasgon added. \n</p>\n<p>\n  \"We're going to see some radical changes in supply-chain management because of what's happened this past year,\" Glenn O'Donnell, research director at Forrester, told MarketWatch. \n</p>\n<p>\n  Maribel Lopez, principal analyst at Lopez Research, told MarketWatch that many product designs that rely upon electronic components often take months or years to develop and are vulnerable in that you can't just \"swap out\" parts \n</p>\n<p>\n  \"If you look at the F-150, it's a really expensive truck being probably held up by a $50, $60 part, or even less,\" Lopez said. \"In some cases we had clients that had very expensive products, say it was $1,200, being held up by a 3-cent part.\" \n</p>\n<p>\n  And given that autos are held to such high safety standards, you can't cut corners and hope for the best. It's a situation where you need to have all the components in a design or you can't sell the product. \n</p>\n<p>\n  \"The issue is you need all of them,\" Rasgon said. \"If I don't have a 50-cent microcontroller that controls the seat belt, I don't build the car.\" \n</p>\n<p>\n  Major automobile chip suppliers include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, Analog Devices Inc. <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a>, Netherlands-based NXP Semiconductors NV <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, Germany's Infineon Technologies AG , South Korea's Samsung Electronics Co. , and Japan's Renesas Electronics Corp. \n</p>\n<p>\n  \"They're shipping everything they make,\" Rasgon said. \n</p>\n<p>\n  Most recently, Intel Corp. <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> told Reuters it's in talks with companies that design chips for auto makers  to start manufacturing those chips for them to resolve supply shortages. Intel is scheduled to report earnings on April 22. \n</p>\n<p>\n  PCs \n</p>\n<p>\n  PC sales got a huge shot in the arm as the world scrambled to adapt to working and going to school from home because of COVID-19. Research firm IDC expects sales volumes to grow by 18% in 2021  with shipments of 357.4 million, after rising nearly 13% in 2020. \n</p>\n<p>\n  \"PC demand has been off-the-charts strong,\" Rasgon said, adding that IDC's shipment estimate is above the largest number of PCs shipped in a year, surpassing the record set in 2011 of 352.4 million units. \"So the big controversy there is how long is that demand going to last, and how much of it was sustainable?\" Rasgon said. \n</p>\n<p>\n  By way of a personal example, Rasgon said he bought four notebook computers last year as a result of COVID, and that businesses and consumers had similar higher-than-usual PC purchases in 2020. While IDC predicts that PC sales growth will continue in 2021, many wonder if that demand has already been sated. \n</p>\n<p>\n  \"I'm probably not buying any PCs for a while,\" Rasgon said. \n</p>\n<p>\n  Still, makers of CPUs, or central processing units, the chips that act as the brains for every personal PC and public-cloud data center, stand to benefit in a market that is dominated by Intel and Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, which has gradually been taking market share away from larger rival Intel. \n</p>\n<p>\n  AMD also competes with larger rival Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> in the GPU, or graphics processing unit, space. \n</p>\n<p>\n  See also: Nvidia steps up competition with Intel and AMD with first data-center CPU  \n</p>\n<p>\n  Both Nvidia and AMD benefit from \"massive supply constraints\" because of a significantly better crop of gaming chips this past year as well as a new gaming consoles, and a renewed interest in cryptocurrency mining, Rasgon said. And since, these are high-demand, big ticket items, they're the most profitable for third-party silicon wafer manufacturers and so they get priority booking, Rasgon said. \n</p>\n<p>\n  \"Go out and try to buy a graphics card, good luck,\" Rasgon said. \n</p>\n<p>\n  GPUs that are used in data centers are not as supply-constrained, but lead times are exceptionally long because Nvidia still needs to get the components to build the units. \n</p>\n<p>\n  \"Everything they're shipping now was ordered two quarters ago,\" Rasgon said. \"Because of that, the recent server digestion cycle didn't affect Nvidia at all.\" \n</p>\n<p>\n  Smartphones \n</p>\n<p>\n  Smartphones are also being hit with the supply shortage. Major supplier Qualcomm Inc. <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a> said recently that they would have sold much more product had it not been for supply constraints . \n</p>\n<p>\n  Smartphone suppliers, however, may not get as much as a tailwind that some other chip companies will, Rasgon said. Other smartphone suppliers include Taiwan's MediaTek Inc. , Broadcom Inc. <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a>, Skyworks Solutions Inc. , Cirrus Logic Inc. <a href=\"https://laohu8.com/S/CRUS\">$(CRUS)$</a>, Qorvo Inc. <a href=\"https://laohu8.com/S/QRVO\">$(QRVO)$</a>, and STMicroelectronics NV (STM.FR). \n</p>\n<p>\n  \"Unit demand has not been super,\" the Bernstein analyst said. \"It has gotten less, less bad.\" \n</p>\n<p>\n  \"Smartphones have been weak for a while,\" Rasgon said. \"I mean they all look the same like featureless slab of glass . People see less of a need to upgrade.\" \n</p>\n<p>\n  One of the biggest heralded boosts for smartphone upgrades over the past few years has been the recently released 5G standard, but Rasgon said that \"consumer demand for 5G is zero.\" \n</p>\n<p>\n  \"People will buy 5G phones because that's what's being sold,\" he said. \n</p>\n<p>\n  Fabs \n</p>\n<p>\n  \"Fabs,\" or foundries, are what the semiconductor industry calls the complex manufacturing plants where silicon wafers used in computer chips are fabricated down to billionth-of-a-meter accuracy. When the chip shortages during COVID-19 first became evident, fabs world-wide were already running at capacity and had order backlogs that ran as much as several months. \n</p>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  April 17, 2021 12:47 ET (16:47 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","03086":"华夏纳指","TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","INTC":"英特尔","09086":"华夏纳指-U"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128527958","content_text":"MW The semiconductor shortage is here to stay, but it will affect chip companies differently\n\n\n  By Wallace Witkowski \n\n\n  Semiconductors in the age of COVID-19: Extreme demand spike will keep chips in short supply for the foreseeable future, but different types of semis will experience it in different ways \n\n\n  This article is part of a series tracking the effects of the COVID-19 pandemic on major businesses and sectors. For other articles and earlier versions, go here . \n\n\n  A global shortage of semiconductors -- chips that power massive data-centers, modern autos and countless digital devices -- has roiled global manufacturing and is not expected to end soon. It isn't a blanket problem, however, as different sectors within the chip industry will continue to be affected by the shortage in different ways. \n\n\n  As the industry entered 2020, high demand was expected in the mobile chip area because of the rollout of 5G devices. That path was turned on its head when COVID-19 became a global pandemic, driving millions, if not billions, of people into the safety of their homes to work, go to school, be entertained and to socialize. \n\n\n  Demand for chips powering laptops, gaming devices and internet infrastructure skyrocketed, while chip demand for auto and industrial uses plummeted. When the factories that make basic computer components couldn't make them fast enough, already-long customer waiting lists for those factories got even longer. With demand remaining high and little additional chip-making capacity expected in the short term, the shortage is expected to last into at least next year. \n\n\n  Read: Worldwide chip shortage expected to last into next year, and that's good news for semiconductor stocks  \n\n\n  That dynamic has been good for chip stocks. The PHLX Semiconductor Index  has rallied 92% over the past 12 months, when COVID-19 shelter-in-place protocols were just beginning to settle in and people across the world were trying to adapt to the new normal. In comparison, the S&P 500 index  rose 50% over that period, and the tech-heavy Nasdaq Composite Index  gained 65%. \n\n\n  The supply-demand imbalance will eventually be solved, and investors will want to watch upcoming earnings reports and forecasts for signs of lessening demand or increased supply. So far, no signs have popped up: Chip makers across the board turned in better-than-expected earnings reports and outlooks for 2021, as COVID-19 accelerated a global reliance on a digital infrastructure. \n\n\n  As a new earnings reporting season begins , the different sectors of semiconductors could react differently to the shortage. Here is what to know and look for. \n\n\n  Autos \n\n\n  The chip shortage effectively crippling the auto industry illustrates the worst effects of the phenomenon as crucial parts to produce finished cars and trucks are unavailable and causing automotive manufacturers to halt production. \n\n\n  Ford Motor Co. $(F)$ said at the end of March they had shortages of chips for their cars. \n\n\n  Bernstein analyst Stacy Rasgon told MarketWatch in an interview that the automobile industry shows a stark example of how a disruption of chip supply can affect other industries. \n\n\n  \"The auto supply chains had the most whipsaws because of COVID,\" Rasgon said. \n\n\n  When COVID hit, auto makers canceled all their orders because auto demand dropped off, Rasgon said. When demand returned, auto makers tried to reorder what they had canceled, but found themselves out of luck because the facilities that made the parts they needed were busy making high-demand components for other industries, Rasgon said. On top of COVID, the recent blizzards in Texas further disrupted the supply chain, and auto makers generally do not keep much inventory on hand when it comes to electronics. \n\n\n  That's likely to change, Rasgon added. \n\n\n  \"We're going to see some radical changes in supply-chain management because of what's happened this past year,\" Glenn O'Donnell, research director at Forrester, told MarketWatch. \n\n\n  Maribel Lopez, principal analyst at Lopez Research, told MarketWatch that many product designs that rely upon electronic components often take months or years to develop and are vulnerable in that you can't just \"swap out\" parts \n\n\n  \"If you look at the F-150, it's a really expensive truck being probably held up by a $50, $60 part, or even less,\" Lopez said. \"In some cases we had clients that had very expensive products, say it was $1,200, being held up by a 3-cent part.\" \n\n\n  And given that autos are held to such high safety standards, you can't cut corners and hope for the best. It's a situation where you need to have all the components in a design or you can't sell the product. \n\n\n  \"The issue is you need all of them,\" Rasgon said. \"If I don't have a 50-cent microcontroller that controls the seat belt, I don't build the car.\" \n\n\n  Major automobile chip suppliers include Texas Instruments Inc. $(TXN)$, Analog Devices Inc. $(ADI)$, Netherlands-based NXP Semiconductors NV $(NXPI)$, Germany's Infineon Technologies AG , South Korea's Samsung Electronics Co. , and Japan's Renesas Electronics Corp. \n\n\n  \"They're shipping everything they make,\" Rasgon said. \n\n\n  Most recently, Intel Corp. $(INTC)$ told Reuters it's in talks with companies that design chips for auto makers  to start manufacturing those chips for them to resolve supply shortages. Intel is scheduled to report earnings on April 22. \n\n\n  PCs \n\n\n  PC sales got a huge shot in the arm as the world scrambled to adapt to working and going to school from home because of COVID-19. Research firm IDC expects sales volumes to grow by 18% in 2021  with shipments of 357.4 million, after rising nearly 13% in 2020. \n\n\n  \"PC demand has been off-the-charts strong,\" Rasgon said, adding that IDC's shipment estimate is above the largest number of PCs shipped in a year, surpassing the record set in 2011 of 352.4 million units. \"So the big controversy there is how long is that demand going to last, and how much of it was sustainable?\" Rasgon said. \n\n\n  By way of a personal example, Rasgon said he bought four notebook computers last year as a result of COVID, and that businesses and consumers had similar higher-than-usual PC purchases in 2020. While IDC predicts that PC sales growth will continue in 2021, many wonder if that demand has already been sated. \n\n\n  \"I'm probably not buying any PCs for a while,\" Rasgon said. \n\n\n  Still, makers of CPUs, or central processing units, the chips that act as the brains for every personal PC and public-cloud data center, stand to benefit in a market that is dominated by Intel and Advanced Micro Devices Inc. $(AMD)$, which has gradually been taking market share away from larger rival Intel. \n\n\n  AMD also competes with larger rival Nvidia Corp. $(NVDA)$ in the GPU, or graphics processing unit, space. \n\n\n  See also: Nvidia steps up competition with Intel and AMD with first data-center CPU  \n\n\n  Both Nvidia and AMD benefit from \"massive supply constraints\" because of a significantly better crop of gaming chips this past year as well as a new gaming consoles, and a renewed interest in cryptocurrency mining, Rasgon said. And since, these are high-demand, big ticket items, they're the most profitable for third-party silicon wafer manufacturers and so they get priority booking, Rasgon said. \n\n\n  \"Go out and try to buy a graphics card, good luck,\" Rasgon said. \n\n\n  GPUs that are used in data centers are not as supply-constrained, but lead times are exceptionally long because Nvidia still needs to get the components to build the units. \n\n\n  \"Everything they're shipping now was ordered two quarters ago,\" Rasgon said. \"Because of that, the recent server digestion cycle didn't affect Nvidia at all.\" \n\n\n  Smartphones \n\n\n  Smartphones are also being hit with the supply shortage. Major supplier Qualcomm Inc. $(QCOM)$ said recently that they would have sold much more product had it not been for supply constraints . \n\n\n  Smartphone suppliers, however, may not get as much as a tailwind that some other chip companies will, Rasgon said. Other smartphone suppliers include Taiwan's MediaTek Inc. , Broadcom Inc. $(AVGO)$, Skyworks Solutions Inc. , Cirrus Logic Inc. $(CRUS)$, Qorvo Inc. $(QRVO)$, and STMicroelectronics NV (STM.FR). \n\n\n  \"Unit demand has not been super,\" the Bernstein analyst said. \"It has gotten less, less bad.\" \n\n\n  \"Smartphones have been weak for a while,\" Rasgon said. \"I mean they all look the same like featureless slab of glass . People see less of a need to upgrade.\" \n\n\n  One of the biggest heralded boosts for smartphone upgrades over the past few years has been the recently released 5G standard, but Rasgon said that \"consumer demand for 5G is zero.\" \n\n\n  \"People will buy 5G phones because that's what's being sold,\" he said. \n\n\n  Fabs \n\n\n  \"Fabs,\" or foundries, are what the semiconductor industry calls the complex manufacturing plants where silicon wafers used in computer chips are fabricated down to billionth-of-a-meter accuracy. When the chip shortages during COVID-19 first became evident, fabs world-wide were already running at capacity and had order backlogs that ran as much as several months. \n\n\n  (MORE TO FOLLOW) Dow Jones Newswires\n\n\n  April 17, 2021 12:47 ET (16:47 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"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":5,"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://www.laohu8.com/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&nbsp;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&nbsp;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&nbsp;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&nbsp;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":{},"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},"isVote":1,"tweetType":1,"viewCount":631,"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":5,"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":281,"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":5,"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://www.laohu8.com/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},"isVote":1,"tweetType":1,"viewCount":120,"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":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Like &amp; comment","listText":"Like &amp; 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://www.laohu8.com/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)&nbsp;Seeing it unlikely that Intel&nbsp;will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD)&nbsp;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&nbsp;and foundry partner TSMC&nbsp;through at least 2024.</p><p>AMD&nbsp;shares are&nbsp;up 4.1%&nbsp;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)&nbsp;Seeing it unlikely that Intel&nbsp;will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD)&nbsp;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&nbsp;and foundry partner TSMC&nbsp;through at least 2024.</p><p>AMD&nbsp;shares are&nbsp;up 4.1%&nbsp;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 $81.77.Raymond James downgraded Intel, bearish on thefoundry push.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163181303,"gmtCreate":1623862505702,"gmtModify":1634026798574,"author":{"id":"3579141850161287","authorId":"3579141850161287","name":"GoaOn","avatar":"https://static.tigerbbs.com/c41bfb0b74d5d9d2f6a9ec08f3a8cb42","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579141850161287","authorIdStr":"3579141850161287"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163181303","repostId":"169551094","repostType":1,"repost":{"id":169551094,"gmtCreate":1623844449616,"gmtModify":1623844449616,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"嘉楠科技宣布获得一万台比特币矿机订单","htmlText":"6月16日，<a href=\"https://laohu8.com/S/CAN\">$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":340,"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":5,"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://www.laohu8.com/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&nbsp;&nbsp;&nbsp;<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":{"MU":"美光科技","INTC":"英特尔"},"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},"isVote":1,"tweetType":1,"viewCount":158,"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":5,"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://www.laohu8.com/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&nbsp;fell more than 1% on Friday after an unverified tweet&nbsp;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 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}\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&nbsp;fell more than 1% on Friday after an unverified tweet&nbsp;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},"isVote":1,"tweetType":1,"viewCount":186,"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":5,"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":1621649630432,"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":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":142,"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":5,"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://www.laohu8.com/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)&nbsp;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&nbsp;&nbsp;&nbsp;<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.UK":"阿斯利康制药","AZN":"阿斯利康"},"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},"isVote":1,"tweetType":1,"viewCount":178,"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":5,"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":137,"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":5,"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!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":664,"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":5,"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,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}