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Hoppie
2021-11-22
[Sly] [Cool]
抱歉,原内容已删除
Hoppie
2021-11-17
[Miser] [Sly] [Cool]
Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.
Hoppie
2021-11-13
[Sly]
Musk sold 1.2 million Tesla shares on November 12
Hoppie
2021-11-05
[Miser] [Sly] [Happy]
抱歉,原内容已删除
Hoppie
2021-10-29
[Duh]
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Hoppie
2021-11-16
[Sly]
Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade
Hoppie
2021-11-18
[Duh]
Can Nvidia show anything in earnings to boost stock after massive move higher?
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[Cool] ","listText":"[Sly] [Cool] ","text":"[Sly] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875928055","repostId":"1167312864","repostType":4,"repost":{"id":"1167312864","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":1637593029,"share":"https://www.laohu8.com/m/news/1167312864?lang=&edition=full","pubTime":"2021-11-22 22:57","market":"us","language":"en","title":"Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value","url":"https://stock-news.laohu8.com/highlight/detail?id=1167312864","media":"Tiger Newspress","summary":"Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value.","content":"<p>Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value.<img src=\"https://static.tigerbbs.com/1928eb1efcb2e236d5a16d5b8cb39523\" tg-width=\"867\" tg-height=\"609\" width=\"100%\" height=\"auto\"></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 rose nearly 5% in early trading and reached 1.2 trillion market value</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 rose nearly 5% in early trading and reached 1.2 trillion market value\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-22 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value.<img src=\"https://static.tigerbbs.com/1928eb1efcb2e236d5a16d5b8cb39523\" tg-width=\"867\" tg-height=\"609\" width=\"100%\" height=\"auto\"></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":"1167312864","content_text":"Tesla shares rose nearly 5% in early trading and reached 1.2 trillion market value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878479848,"gmtCreate":1637226815211,"gmtModify":1637226815211,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Duh] ","listText":"[Duh] ","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878479848","repostId":"2183079472","repostType":4,"repost":{"id":"2183079472","pubTimestamp":1637134786,"share":"https://www.laohu8.com/m/news/2183079472?lang=&edition=full","pubTime":"2021-11-17 15:39","market":"us","language":"en","title":"Can Nvidia show anything in earnings to boost stock after massive move higher?","url":"https://stock-news.laohu8.com/highlight/detail?id=2183079472","media":"MarketWatch","summary":"Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing st","content":"<p>Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing strong growth, but stealing more market share for server chips could make a difference</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cff0807470f875c8338d14be2066814\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Nvidia’s booth during 2016 China Digital Entertainment Expo, known as “ChinaJoy”, in Shanghai.</span></p>\n<p>Nvidia Corp. is expected to show strong quarterly growth yet again, but the hardware powerhouse's stock may already have big results baked in.</p>\n<p>Nvidia is scheduled to report third-quarter results after the closing bell on Wednesday, after a massive run higher for its stock. Shares have gained more than 30% in the past three months and have already more than doubled this year, pushing the chip maker's market capitalization past $700 billion for the first time.</p>\n<p>Hopes that the company can be a major player in a metaverse future, continued gains in data-center chips and the never-ending popularity of videogames have combined to boost Nvidia that high, but some analysts are now concerned that shares will struggle to move higher even with more strong numbers in the coming report.</p>\n<p>Wedbush analyst Matt Bryson recently downgraded Nvidia's stock to neutral from outperform, while admitting that it was just because the valuation has moved so high. Bryson even increased his price target to $300 from $220, but that still only catches up to the shares' recent move higher.</p>\n<p>\"While typically we would want to tie a rating change to some sort of negative catalyst; frankly there is none,\" Bryson said, noting that the period between data-center orders and deliveries are getting longer, indicating increased demand.</p>\n<p>Bryson said that while he is \"less clear on what the Metaverse might eventually entail,\" he said that Facebook parent <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc. building up its data centers and <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a>'s (U)recent announcement to buy Weta Digital \"suggest that companies believe the concept/technology is approaching and it appears likely graphics and AI will play a major role in its development.\"</p>\n<p>The one area that could make a difference for Nvidia is data center. Among chip makers, the biggest battlefield right now is who supplies hyperscale data centers, those massive buildings full of servers that serve as the backbone for the cloud and the internet.</p>\n<p>Following Intel Corp. and Advanced Micro Devices Inc. earnings, the trend of Intel losing market share continues as it reported a lower-than-expected 10% gain in data-center sales following quarters of declines, while the unit that includes AMD's data-center sales surged 69% following quarters of more than doubling sales. AMD also its data-center sales now counted for about 25% of its revenue.</p>\n<p>Analysts surveyed by FactSet expect Nvidia's data-center sales to come in at $2.74 billion, or a 44% gain from the year-ago quarter.</p>\n<p>Jefferies analyst Mark Lipacis includes Nvidia in with the market-share capture, noting that Intel's data-center market share has dropped from around 82% two years ago to about 60% currently. Meanwhile, AMD's has grown from about 5% to 10%, and Nvidia's has grown from 10% to 26%.</p>\n<p>That said, Lipacis believes \"that Nvidia and AMD share gains from Intel in datacenter accelerated during the quarter.\"</p>\n<p>But the data center is not all about hardware as Nvidia Chief Executive Jensen Huang highlighted during last week's GTC that showcased new AI additions to the company's Omniverse platform, supporting Evercore ISI analyst C.J. Muse's quarter-ago observation that maybe Nvidia should be viewed more like a software company</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings:</b> Of 36 analysts surveyed by FactSet, Nvidia on average is expected to post adjusted earnings of $1.11 a share, up from $1.05 a share expected at the beginning of the quarter and 73 cents a share reported a year ago. All figures are adjusted for Nvidia's 4-for-1 stock split this year.</p>\n<p><b>Revenue:</b> Wall Street expects revenue of $6.82 billion from Nvidia, according to 35 analysts polled by FactSet. That's up from the $6.57 billion forecast at the beginning of the quarter, and the $4.73 billion Nvidia reported in the year-ago quarter. In its last earnings report, Nvidia forecast $6.66 billion to $6.94 billion. On top of data-center sales, analysts also expect gaming sales of $3.13 billion.</p>\n<p><b>Stock movement:</b> Over the third quarter, Nvidia shares rose 31%, while the PHLX Semiconductor Index declined 2.6% over that period. Meanwhile, the S&P 500 index rose 0.2%, while the Nasdaq Composite Index declined 0.4%. On Nov. 8, the stock closed at an all-time high of $308.04, and has only shed about 1% since then.</p>\n<p>Nvidia has topped analyst estimates for earnings consistently over the past five years and has beaten Street revenue estimates for 10 consecutive quarters. While shares gained 4% the day after last quarter's report, stock movement has been mixed over those 10 quarters.</p>\n<p><b>What analysts are saying</b></p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and recently raised his price target to $360 from $250, expects \"another beat-and-raise, albeit vs. elevated sentiment entering the print.\"</p>\n<p>While demand for Nvidia's gaming cards are selling about 85% above the suggested retail price in the retail aftermarket, he noted that's down from 130% back in mid-May.</p>\n<p>\"Enterprise and Government momentum should help the guide, especially as Nvidia's DC GPUs ramp beyond hyperscalers,\" Rolland said. \"As for supply, we continue to note NVIDIA's dual manufacturing strategy (TSMC and Samsung) serves as a distinct advantage in a time of industrywide supply constraints.\"</p>\n<p>Oppenheimer analyst Rick Schafer, who has an outperform rating and a $350 price target, said he was raising estimates ahead of earnings, noting better access to supply, along with data center, AI, and gaming strength.</p>\n<p>\"At GTC, Nvidia announced 65 new/updated SDKs, bolstering its software catalog to >150,\" Schafer said. \"The company's leading soup-to-nuts software/hardware platform solidifies its AI accelerator dominance. Nvidia remains the industry leader in high-performance gaming and is ideally positioned for sustained structural growth led by DC/AI.\"</p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $220 price target, said he expects \"strong sales for the GeForce RTX 30-series cards, and continued notebook unit strength should also bolster segment results as OEMs continue to bring new GeForce-based models to market.\"</p>\n<p>\"In the datacenter market, two consecutive quarters of $2B+ revenue validates momentum we see carrying forward not just through C2021 but beyond, as Nvidia remains the thought leader in artificial intelligence,\" Ramsay said.</p>\n<p>Of the 43 analysts who cover Nvidia, 34 have buy ratings, seven have hold ratings, and two have sell ratings, with an average price target of $261.08, about 14% below the stock's current price, according to FactSet.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Nvidia show anything in earnings to boost stock after massive move higher?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Nvidia show anything in earnings to boost stock after massive move higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 15:39 GMT+8 <a href=https://www.marketwatch.com/story/can-nvidia-show-anything-in-earnings-to-boost-stock-after-massive-move-higher-11637011672?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing strong growth, but stealing more market share for server chips could make a difference\nNvidia’s booth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/can-nvidia-show-anything-in-earnings-to-boost-stock-after-massive-move-higher-11637011672?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/can-nvidia-show-anything-in-earnings-to-boost-stock-after-massive-move-higher-11637011672?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183079472","content_text":"Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing strong growth, but stealing more market share for server chips could make a difference\nNvidia’s booth during 2016 China Digital Entertainment Expo, known as “ChinaJoy”, in Shanghai.\nNvidia Corp. is expected to show strong quarterly growth yet again, but the hardware powerhouse's stock may already have big results baked in.\nNvidia is scheduled to report third-quarter results after the closing bell on Wednesday, after a massive run higher for its stock. Shares have gained more than 30% in the past three months and have already more than doubled this year, pushing the chip maker's market capitalization past $700 billion for the first time.\nHopes that the company can be a major player in a metaverse future, continued gains in data-center chips and the never-ending popularity of videogames have combined to boost Nvidia that high, but some analysts are now concerned that shares will struggle to move higher even with more strong numbers in the coming report.\nWedbush analyst Matt Bryson recently downgraded Nvidia's stock to neutral from outperform, while admitting that it was just because the valuation has moved so high. Bryson even increased his price target to $300 from $220, but that still only catches up to the shares' recent move higher.\n\"While typically we would want to tie a rating change to some sort of negative catalyst; frankly there is none,\" Bryson said, noting that the period between data-center orders and deliveries are getting longer, indicating increased demand.\nBryson said that while he is \"less clear on what the Metaverse might eventually entail,\" he said that Facebook parent Meta Platforms Inc. building up its data centers and Unity Software Inc.'s (U)recent announcement to buy Weta Digital \"suggest that companies believe the concept/technology is approaching and it appears likely graphics and AI will play a major role in its development.\"\nThe one area that could make a difference for Nvidia is data center. Among chip makers, the biggest battlefield right now is who supplies hyperscale data centers, those massive buildings full of servers that serve as the backbone for the cloud and the internet.\nFollowing Intel Corp. and Advanced Micro Devices Inc. earnings, the trend of Intel losing market share continues as it reported a lower-than-expected 10% gain in data-center sales following quarters of declines, while the unit that includes AMD's data-center sales surged 69% following quarters of more than doubling sales. AMD also its data-center sales now counted for about 25% of its revenue.\nAnalysts surveyed by FactSet expect Nvidia's data-center sales to come in at $2.74 billion, or a 44% gain from the year-ago quarter.\nJefferies analyst Mark Lipacis includes Nvidia in with the market-share capture, noting that Intel's data-center market share has dropped from around 82% two years ago to about 60% currently. Meanwhile, AMD's has grown from about 5% to 10%, and Nvidia's has grown from 10% to 26%.\nThat said, Lipacis believes \"that Nvidia and AMD share gains from Intel in datacenter accelerated during the quarter.\"\nBut the data center is not all about hardware as Nvidia Chief Executive Jensen Huang highlighted during last week's GTC that showcased new AI additions to the company's Omniverse platform, supporting Evercore ISI analyst C.J. Muse's quarter-ago observation that maybe Nvidia should be viewed more like a software company\nWhat to expect\nEarnings: Of 36 analysts surveyed by FactSet, Nvidia on average is expected to post adjusted earnings of $1.11 a share, up from $1.05 a share expected at the beginning of the quarter and 73 cents a share reported a year ago. All figures are adjusted for Nvidia's 4-for-1 stock split this year.\nRevenue: Wall Street expects revenue of $6.82 billion from Nvidia, according to 35 analysts polled by FactSet. That's up from the $6.57 billion forecast at the beginning of the quarter, and the $4.73 billion Nvidia reported in the year-ago quarter. In its last earnings report, Nvidia forecast $6.66 billion to $6.94 billion. On top of data-center sales, analysts also expect gaming sales of $3.13 billion.\nStock movement: Over the third quarter, Nvidia shares rose 31%, while the PHLX Semiconductor Index declined 2.6% over that period. Meanwhile, the S&P 500 index rose 0.2%, while the Nasdaq Composite Index declined 0.4%. On Nov. 8, the stock closed at an all-time high of $308.04, and has only shed about 1% since then.\nNvidia has topped analyst estimates for earnings consistently over the past five years and has beaten Street revenue estimates for 10 consecutive quarters. While shares gained 4% the day after last quarter's report, stock movement has been mixed over those 10 quarters.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and recently raised his price target to $360 from $250, expects \"another beat-and-raise, albeit vs. elevated sentiment entering the print.\"\nWhile demand for Nvidia's gaming cards are selling about 85% above the suggested retail price in the retail aftermarket, he noted that's down from 130% back in mid-May.\n\"Enterprise and Government momentum should help the guide, especially as Nvidia's DC GPUs ramp beyond hyperscalers,\" Rolland said. \"As for supply, we continue to note NVIDIA's dual manufacturing strategy (TSMC and Samsung) serves as a distinct advantage in a time of industrywide supply constraints.\"\nOppenheimer analyst Rick Schafer, who has an outperform rating and a $350 price target, said he was raising estimates ahead of earnings, noting better access to supply, along with data center, AI, and gaming strength.\n\"At GTC, Nvidia announced 65 new/updated SDKs, bolstering its software catalog to >150,\" Schafer said. \"The company's leading soup-to-nuts software/hardware platform solidifies its AI accelerator dominance. Nvidia remains the industry leader in high-performance gaming and is ideally positioned for sustained structural growth led by DC/AI.\"\nCowen analyst Matthew Ramsay, who has an outperform rating and a $220 price target, said he expects \"strong sales for the GeForce RTX 30-series cards, and continued notebook unit strength should also bolster segment results as OEMs continue to bring new GeForce-based models to market.\"\n\"In the datacenter market, two consecutive quarters of $2B+ revenue validates momentum we see carrying forward not just through C2021 but beyond, as Nvidia remains the thought leader in artificial intelligence,\" Ramsay said.\nOf the 43 analysts who cover Nvidia, 34 have buy ratings, seven have hold ratings, and two have sell ratings, with an average price target of $261.08, about 14% below the stock's current price, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878836798,"gmtCreate":1637164151899,"gmtModify":1637164151899,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser] [Sly] [Cool] ","listText":"[Miser] [Sly] [Cool] ","text":"[Miser] [Sly] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878836798","repostId":"1198667964","repostType":4,"repost":{"id":"1198667964","pubTimestamp":1637135563,"share":"https://www.laohu8.com/m/news/1198667964?lang=&edition=full","pubTime":"2021-11-17 15:52","market":"us","language":"en","title":"Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1198667964","media":"Barrons","summary":"Apple is on track to break its previous record for iPhone sales over the holiday period, according t","content":"<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p>\n<p>Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p>\n<p>Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p>\n<p>Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p>\n<p>“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p>\n<p>The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p>\n<p>That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p>\n<p>Wedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.</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>Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 15:52 GMT+8 <a href=https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198667964","content_text":"Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.\nWait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.\nIves noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.\n“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.\nThe team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.\nThat would be good for Apple investors, because, as Barron’s reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”\nWedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871820111,"gmtCreate":1637053637452,"gmtModify":1637053637596,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] ","listText":"[Sly] ","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871820111","repostId":"1160740007","repostType":4,"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873091426,"gmtCreate":1636787846672,"gmtModify":1636787846672,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] ","listText":"[Sly] ","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873091426","repostId":"1151602326","repostType":4,"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842988352,"gmtCreate":1636125302631,"gmtModify":1636125302739,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser] [Sly] [Happy] ","listText":"[Miser] [Sly] [Happy] ","text":"[Miser] [Sly] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842988352","repostId":"1156595517","repostType":2,"repost":{"id":"1156595517","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":1636124945,"share":"https://www.laohu8.com/m/news/1156595517?lang=&edition=full","pubTime":"2021-11-05 23:09","market":"us","language":"en","title":"Semiconductor stocks climbed in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156595517","media":"Tiger Newspress","summary":"Semiconductor stocks climbed in morning trading.Qualcomm,Nvidia,Intel,NXP Semiconductors NV,Broadcom","content":"<p>Semiconductor stocks climbed in morning trading.Qualcomm,Nvidia,Intel,NXP Semiconductors NV,Broadcom,Micron and AMD rose between 1% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/a5432c07e2189854dcd840a054166ac3\" tg-width=\"409\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></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>Semiconductor stocks climbed 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\">\nSemiconductor stocks climbed 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\">2021-11-05 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks climbed in morning trading.Qualcomm,Nvidia,Intel,NXP Semiconductors NV,Broadcom,Micron and AMD rose between 1% and 5%.</p>\n<p><img src=\"https://static.tigerbbs.com/a5432c07e2189854dcd840a054166ac3\" tg-width=\"409\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","MICR":"Micron Solutions, Inc.","AMD":"美国超微公司","QCOM":"高通","AVGO":"博通","NXPI":"恩智浦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156595517","content_text":"Semiconductor stocks climbed in morning trading.Qualcomm,Nvidia,Intel,NXP Semiconductors NV,Broadcom,Micron and AMD rose between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857065401,"gmtCreate":1635496095791,"gmtModify":1635496095930,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Duh] ","listText":"[Duh] ","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857065401","repostId":"1197048478","repostType":4,"repost":{"id":"1197048478","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":1635495138,"share":"https://www.laohu8.com/m/news/1197048478?lang=&edition=full","pubTime":"2021-10-29 16:12","market":"us","language":"en","title":"Meta rose 1% in premarket trading as Facebook changed its name to Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1197048478","media":"Tiger Newspress","summary":"Meta rose 1% in premarket trading as Facebook changed its name to Meta.Facebook announced recently i","content":"<p>Meta rose 1% in premarket trading as Facebook changed its name to Meta.<img src=\"https://static.tigerbbs.com/121c428b97d4b408da40d325785dddd3\" tg-width=\"771\" tg-height=\"576\" referrerpolicy=\"no-referrer\">Facebook announced recently it would be getting a new name to better coincide with the company’s vision of betting big on the metaverse. On Thursday, the company shared its new name and announced plans to change its stock symbol.</p>\n<p>“Connection is evolving and so are we,” the company says on its new website. “The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future.”</p>\n<p>CEO Mark Zuckerberg announced the name change at the Facebook Connect event.</p>\n<p>“To reflect who we are and what we hope to build, I am proud to announce that starting today, our company is now Meta,” Zuckerberg said. “From now on, we’re going to be metaverse-first, not Facebook-first.”</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>Meta rose 1% in premarket trading as Facebook changed its name to Meta</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\">\nMeta rose 1% in premarket trading as Facebook changed its name to Meta\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\">2021-10-29 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meta rose 1% in premarket trading as Facebook changed its name to Meta.<img src=\"https://static.tigerbbs.com/121c428b97d4b408da40d325785dddd3\" tg-width=\"771\" tg-height=\"576\" referrerpolicy=\"no-referrer\">Facebook announced recently it would be getting a new name to better coincide with the company’s vision of betting big on the metaverse. On Thursday, the company shared its new name and announced plans to change its stock symbol.</p>\n<p>“Connection is evolving and so are we,” the company says on its new website. “The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future.”</p>\n<p>CEO Mark Zuckerberg announced the name change at the Facebook Connect event.</p>\n<p>“To reflect who we are and what we hope to build, I am proud to announce that starting today, our company is now Meta,” Zuckerberg said. “From now on, we’re going to be metaverse-first, not Facebook-first.”</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":"1197048478","content_text":"Meta rose 1% in premarket trading as Facebook changed its name to Meta.Facebook announced recently it would be getting a new name to better coincide with the company’s vision of betting big on the metaverse. On Thursday, the company shared its new name and announced plans to change its stock symbol.\n“Connection is evolving and so are we,” the company says on its new website. “The metaverse is the next evolution of social connection. Our company’s vision is to help bring the metaverse to life, so we are changing our name to reflect our commitment to this future.”\nCEO Mark Zuckerberg announced the name change at the Facebook Connect event.\n“To reflect who we are and what we hope to build, I am proud to announce that starting today, our company is now Meta,” Zuckerberg said. “From now on, we’re going to be metaverse-first, not Facebook-first.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875928055,"gmtCreate":1637595494721,"gmtModify":1637595494721,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] [Cool] ","listText":"[Sly] [Cool] ","text":"[Sly] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875928055","repostId":"1167312864","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878836798,"gmtCreate":1637164151899,"gmtModify":1637164151899,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser] [Sly] [Cool] ","listText":"[Miser] [Sly] [Cool] ","text":"[Miser] [Sly] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878836798","repostId":"1198667964","repostType":4,"repost":{"id":"1198667964","pubTimestamp":1637135563,"share":"https://www.laohu8.com/m/news/1198667964?lang=&edition=full","pubTime":"2021-11-17 15:52","market":"us","language":"en","title":"Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1198667964","media":"Barrons","summary":"Apple is on track to break its previous record for iPhone sales over the holiday period, according t","content":"<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.</p>\n<p>Heading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.</p>\n<p>Wait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.</p>\n<p>Ives noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.</p>\n<p>“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.</p>\n<p>The team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.</p>\n<p>That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p>\n<p>Wedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.</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>Apple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Smash Its iPhone Holiday Sales Record. What That Means for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 15:52 GMT+8 <a href=https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-iphone-holiday-sales-record-51637078986?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198667964","content_text":"Apple is on track to break its previous record for iPhone sales over the holiday period, according to new analysis, which should pave the way for stock price gains.\nHeading into Black Friday next week, analysts at investment bank and broker Wedbush Securities said they see delivery times for the Apple iPhone 13 Pro lengthening. The team, led by Dan Ives, estimates that demand is outstripping supply by around 15% heading into the holiday season.\nWait times have in the past been viewed as an indicator of demand for devices. But this year, in a world gripped by supply-chain issues, wait times for some models notching multiyear records might not be the clear green flag it would have been in the past.\nIves noted that Apple was dealing with the global shortage of semiconductors—a critical component in iPhones—and widespread supply-chain disruptions, but still he sees the tech giant smashing a key sales record.\n“We estimate that Apple is on pace to sell ~40 million iPhones between Black Friday and Christmas, which would be record holiday pace for the company despite the lingering chip shortage limiting iPhone supply globally by roughly 10 million units based on our analysis,” Ives said.\nThe team at Wedbush said that “tremendous demand trends” in the U.S. and China were a positive sign that Apple could sell more than 80 million iPhone units this quarter.\nThat would be good for Apple investors, because, as Barron’s reporter Max A. Cherney wrote in September, “Apple stock practically lives and dies on the company’s iPhone sales every year.”\nWedbush maintained its Outperform rating on Apple Tuesday and its $185 price target, which indicates around 24% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873091426,"gmtCreate":1636787846672,"gmtModify":1636787846672,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] ","listText":"[Sly] ","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873091426","repostId":"1151602326","repostType":4,"repost":{"id":"1151602326","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":1636767621,"share":"https://www.laohu8.com/m/news/1151602326?lang=&edition=full","pubTime":"2021-11-13 09:40","market":"us","language":"en","title":"Musk sold 1.2 million Tesla shares on November 12","url":"https://stock-news.laohu8.com/highlight/detail?id=1151602326","media":"Tiger Newspress","summary":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","content":"<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</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>Musk sold 1.2 million Tesla shares on November 12</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\">\nMusk sold 1.2 million Tesla shares on November 12\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-13 09:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.</p>\n<p>So far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.</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":"1151602326","content_text":"Musk sold 1.2 million Tesla shares at an average price of $1032.5 on November 12,according to SEC documents.At present, Musk still holds 166.3 million Tesla shares.\nSo far, Musk has sold about 6.34 million Tesla shares since November 8. Previously, musk promised on Twitter to sell 10% of its Tesla shares, namely 17.05 million shares. At present, musk has sold only 37.1% of its promised shares, and needs to sell at least 10.7 million Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842988352,"gmtCreate":1636125302631,"gmtModify":1636125302739,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Miser] [Sly] [Happy] ","listText":"[Miser] [Sly] [Happy] ","text":"[Miser] [Sly] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842988352","repostId":"1156595517","repostType":2,"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857065401,"gmtCreate":1635496095791,"gmtModify":1635496095930,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Duh] ","listText":"[Duh] ","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857065401","repostId":"1197048478","repostType":4,"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871820111,"gmtCreate":1637053637452,"gmtModify":1637053637596,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Sly] ","listText":"[Sly] ","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871820111","repostId":"1160740007","repostType":4,"repost":{"id":"1160740007","pubTimestamp":1637034481,"share":"https://www.laohu8.com/m/news/1160740007?lang=&edition=full","pubTime":"2021-11-16 11:48","market":"us","language":"en","title":"Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1160740007","media":"seekingalpha","summary":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competit","content":"<p>Summary</p>\n<ul>\n <li>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.</li>\n <li>In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.</li>\n <li>At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Nvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>\n<p>Nothing but expectations</p>\n<p>Recently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.</p>\n<p>The company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:</p>\n<blockquote>\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n</blockquote>\n<blockquote>\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n</blockquote>\n<p>The goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!</p>\n<p>What bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.</p>\n<p>But that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:</p>\n<blockquote>\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/60a717d69de6b7f73e2ac4764f6e2d5f\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">\n</blockquote>\n<blockquote>\n <i>Microsoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author</i>\n</blockquote>\n<blockquote>\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n</blockquote>\n<p>As with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.</p>\n<p>And then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665c228fc6b50397b6fe547b6c1dbb3\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source:Investor presentation</span></p>\n<p>Now Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.</p>\n<p>But it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.</p>\n<p>In short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:</p>\n<blockquote>\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n</blockquote>\n<blockquote>\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n</blockquote>\n<blockquote>\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n</blockquote>\n<blockquote>\n <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24cf0a0daa9c8b638e461a9bdaf0d1a9\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Source:Nuvia Webpage</span></p>\n</blockquote>\n<p>Most recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:</p>\n<blockquote>\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n</blockquote>\n<p>So it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.</p>\n<p>Managing expectations</p>\n<p>With a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.</p>\n<p>Nevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1916e5f56a5eee93d4c1c93e254afc\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>So we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7635beca779966b95afc457e2942d3f3\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>Even when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.</p>\n<p><img src=\"https://static.tigerbbs.com/334c1692ae1a107d16b6c981312c34fb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>For the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff075390e6e0c070e102d3010f93296\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Source:alphaspread.com/estimates by author</span></p>\n<p>Based on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe4a0463babd595f753a0776e80efd\" tg-width=\"376\" tg-height=\"383\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Investors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8d3231ad0480f4042265afdcf2911d\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source:Discount rate history for Nvidia</span></p>\n<p>You can see the result here: The Nvidia share would then be overvalued by almost 75 percent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3b3bab8c4014934702ed6382e76202\" tg-width=\"379\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Conclusion</p>\n<p>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</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>Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:48 GMT+8 <a href=https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160740007","content_text":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.\nAt its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\n\nIntroduction\nNvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\nNothing but expectations\nRecently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.\nThe company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:\n\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n\n\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n\nThe goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!\nWhat bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.\nBut that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:\n\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n\n\n\n\n\nMicrosoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author\n\n\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n\nAs with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.\nAnd then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.\nSource:Investor presentation\nNow Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.\nBut it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.\nIn short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:\n\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n\n\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n\n\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n\n\nSource:Nuvia Webpage\n\nMost recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:\n\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n\nSo it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.\nManaging expectations\nWith a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.\nNevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.\nSource: www.dividendStocks.Cash\nSo we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.\nSource: www.dividendStocks.Cash\nEven when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.\n\nFor the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.\nSource:alphaspread.com/estimates by author\nBased on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.\nSource: alphaspread.com/estimates by author\nInvestors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?\nSource:Discount rate history for Nvidia\nYou can see the result here: The Nvidia share would then be overvalued by almost 75 percent.\nSource: alphaspread.com/estimates by author\nConclusion\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878479848,"gmtCreate":1637226815211,"gmtModify":1637226815211,"author":{"id":"3579682959605812","authorId":"3579682959605812","name":"Hoppie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Duh] ","listText":"[Duh] ","text":"[Duh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878479848","repostId":"2183079472","repostType":4,"repost":{"id":"2183079472","pubTimestamp":1637134786,"share":"https://www.laohu8.com/m/news/2183079472?lang=&edition=full","pubTime":"2021-11-17 15:39","market":"us","language":"en","title":"Can Nvidia show anything in earnings to boost stock after massive move higher?","url":"https://stock-news.laohu8.com/highlight/detail?id=2183079472","media":"MarketWatch","summary":"Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing st","content":"<p>Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing strong growth, but stealing more market share for server chips could make a difference</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cff0807470f875c8338d14be2066814\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Nvidia’s booth during 2016 China Digital Entertainment Expo, known as “ChinaJoy”, in Shanghai.</span></p>\n<p>Nvidia Corp. is expected to show strong quarterly growth yet again, but the hardware powerhouse's stock may already have big results baked in.</p>\n<p>Nvidia is scheduled to report third-quarter results after the closing bell on Wednesday, after a massive run higher for its stock. Shares have gained more than 30% in the past three months and have already more than doubled this year, pushing the chip maker's market capitalization past $700 billion for the first time.</p>\n<p>Hopes that the company can be a major player in a metaverse future, continued gains in data-center chips and the never-ending popularity of videogames have combined to boost Nvidia that high, but some analysts are now concerned that shares will struggle to move higher even with more strong numbers in the coming report.</p>\n<p>Wedbush analyst Matt Bryson recently downgraded Nvidia's stock to neutral from outperform, while admitting that it was just because the valuation has moved so high. Bryson even increased his price target to $300 from $220, but that still only catches up to the shares' recent move higher.</p>\n<p>\"While typically we would want to tie a rating change to some sort of negative catalyst; frankly there is none,\" Bryson said, noting that the period between data-center orders and deliveries are getting longer, indicating increased demand.</p>\n<p>Bryson said that while he is \"less clear on what the Metaverse might eventually entail,\" he said that Facebook parent <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc. building up its data centers and <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a>'s (U)recent announcement to buy Weta Digital \"suggest that companies believe the concept/technology is approaching and it appears likely graphics and AI will play a major role in its development.\"</p>\n<p>The one area that could make a difference for Nvidia is data center. Among chip makers, the biggest battlefield right now is who supplies hyperscale data centers, those massive buildings full of servers that serve as the backbone for the cloud and the internet.</p>\n<p>Following Intel Corp. and Advanced Micro Devices Inc. earnings, the trend of Intel losing market share continues as it reported a lower-than-expected 10% gain in data-center sales following quarters of declines, while the unit that includes AMD's data-center sales surged 69% following quarters of more than doubling sales. AMD also its data-center sales now counted for about 25% of its revenue.</p>\n<p>Analysts surveyed by FactSet expect Nvidia's data-center sales to come in at $2.74 billion, or a 44% gain from the year-ago quarter.</p>\n<p>Jefferies analyst Mark Lipacis includes Nvidia in with the market-share capture, noting that Intel's data-center market share has dropped from around 82% two years ago to about 60% currently. Meanwhile, AMD's has grown from about 5% to 10%, and Nvidia's has grown from 10% to 26%.</p>\n<p>That said, Lipacis believes \"that Nvidia and AMD share gains from Intel in datacenter accelerated during the quarter.\"</p>\n<p>But the data center is not all about hardware as Nvidia Chief Executive Jensen Huang highlighted during last week's GTC that showcased new AI additions to the company's Omniverse platform, supporting Evercore ISI analyst C.J. Muse's quarter-ago observation that maybe Nvidia should be viewed more like a software company</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings:</b> Of 36 analysts surveyed by FactSet, Nvidia on average is expected to post adjusted earnings of $1.11 a share, up from $1.05 a share expected at the beginning of the quarter and 73 cents a share reported a year ago. All figures are adjusted for Nvidia's 4-for-1 stock split this year.</p>\n<p><b>Revenue:</b> Wall Street expects revenue of $6.82 billion from Nvidia, according to 35 analysts polled by FactSet. That's up from the $6.57 billion forecast at the beginning of the quarter, and the $4.73 billion Nvidia reported in the year-ago quarter. In its last earnings report, Nvidia forecast $6.66 billion to $6.94 billion. On top of data-center sales, analysts also expect gaming sales of $3.13 billion.</p>\n<p><b>Stock movement:</b> Over the third quarter, Nvidia shares rose 31%, while the PHLX Semiconductor Index declined 2.6% over that period. Meanwhile, the S&P 500 index rose 0.2%, while the Nasdaq Composite Index declined 0.4%. On Nov. 8, the stock closed at an all-time high of $308.04, and has only shed about 1% since then.</p>\n<p>Nvidia has topped analyst estimates for earnings consistently over the past five years and has beaten Street revenue estimates for 10 consecutive quarters. While shares gained 4% the day after last quarter's report, stock movement has been mixed over those 10 quarters.</p>\n<p><b>What analysts are saying</b></p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and recently raised his price target to $360 from $250, expects \"another beat-and-raise, albeit vs. elevated sentiment entering the print.\"</p>\n<p>While demand for Nvidia's gaming cards are selling about 85% above the suggested retail price in the retail aftermarket, he noted that's down from 130% back in mid-May.</p>\n<p>\"Enterprise and Government momentum should help the guide, especially as Nvidia's DC GPUs ramp beyond hyperscalers,\" Rolland said. \"As for supply, we continue to note NVIDIA's dual manufacturing strategy (TSMC and Samsung) serves as a distinct advantage in a time of industrywide supply constraints.\"</p>\n<p>Oppenheimer analyst Rick Schafer, who has an outperform rating and a $350 price target, said he was raising estimates ahead of earnings, noting better access to supply, along with data center, AI, and gaming strength.</p>\n<p>\"At GTC, Nvidia announced 65 new/updated SDKs, bolstering its software catalog to >150,\" Schafer said. \"The company's leading soup-to-nuts software/hardware platform solidifies its AI accelerator dominance. Nvidia remains the industry leader in high-performance gaming and is ideally positioned for sustained structural growth led by DC/AI.\"</p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $220 price target, said he expects \"strong sales for the GeForce RTX 30-series cards, and continued notebook unit strength should also bolster segment results as OEMs continue to bring new GeForce-based models to market.\"</p>\n<p>\"In the datacenter market, two consecutive quarters of $2B+ revenue validates momentum we see carrying forward not just through C2021 but beyond, as Nvidia remains the thought leader in artificial intelligence,\" Ramsay said.</p>\n<p>Of the 43 analysts who cover Nvidia, 34 have buy ratings, seven have hold ratings, and two have sell ratings, with an average price target of $261.08, about 14% below the stock's current price, according to FactSet.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Nvidia show anything in earnings to boost stock after massive move higher?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-17 15:39 GMT+8 <a href=https://www.marketwatch.com/story/can-nvidia-show-anything-in-earnings-to-boost-stock-after-massive-move-higher-11637011672?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing strong growth, but stealing more market share for server chips could make a difference\nNvidia’s booth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/can-nvidia-show-anything-in-earnings-to-boost-stock-after-massive-move-higher-11637011672?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/can-nvidia-show-anything-in-earnings-to-boost-stock-after-massive-move-higher-11637011672?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183079472","content_text":"Earnings preview: Some analysts think price of Nvidia stock has moved too high despite continuing strong growth, but stealing more market share for server chips could make a difference\nNvidia’s booth during 2016 China Digital Entertainment Expo, known as “ChinaJoy”, in Shanghai.\nNvidia Corp. is expected to show strong quarterly growth yet again, but the hardware powerhouse's stock may already have big results baked in.\nNvidia is scheduled to report third-quarter results after the closing bell on Wednesday, after a massive run higher for its stock. Shares have gained more than 30% in the past three months and have already more than doubled this year, pushing the chip maker's market capitalization past $700 billion for the first time.\nHopes that the company can be a major player in a metaverse future, continued gains in data-center chips and the never-ending popularity of videogames have combined to boost Nvidia that high, but some analysts are now concerned that shares will struggle to move higher even with more strong numbers in the coming report.\nWedbush analyst Matt Bryson recently downgraded Nvidia's stock to neutral from outperform, while admitting that it was just because the valuation has moved so high. Bryson even increased his price target to $300 from $220, but that still only catches up to the shares' recent move higher.\n\"While typically we would want to tie a rating change to some sort of negative catalyst; frankly there is none,\" Bryson said, noting that the period between data-center orders and deliveries are getting longer, indicating increased demand.\nBryson said that while he is \"less clear on what the Metaverse might eventually entail,\" he said that Facebook parent Meta Platforms Inc. building up its data centers and Unity Software Inc.'s (U)recent announcement to buy Weta Digital \"suggest that companies believe the concept/technology is approaching and it appears likely graphics and AI will play a major role in its development.\"\nThe one area that could make a difference for Nvidia is data center. Among chip makers, the biggest battlefield right now is who supplies hyperscale data centers, those massive buildings full of servers that serve as the backbone for the cloud and the internet.\nFollowing Intel Corp. and Advanced Micro Devices Inc. earnings, the trend of Intel losing market share continues as it reported a lower-than-expected 10% gain in data-center sales following quarters of declines, while the unit that includes AMD's data-center sales surged 69% following quarters of more than doubling sales. AMD also its data-center sales now counted for about 25% of its revenue.\nAnalysts surveyed by FactSet expect Nvidia's data-center sales to come in at $2.74 billion, or a 44% gain from the year-ago quarter.\nJefferies analyst Mark Lipacis includes Nvidia in with the market-share capture, noting that Intel's data-center market share has dropped from around 82% two years ago to about 60% currently. Meanwhile, AMD's has grown from about 5% to 10%, and Nvidia's has grown from 10% to 26%.\nThat said, Lipacis believes \"that Nvidia and AMD share gains from Intel in datacenter accelerated during the quarter.\"\nBut the data center is not all about hardware as Nvidia Chief Executive Jensen Huang highlighted during last week's GTC that showcased new AI additions to the company's Omniverse platform, supporting Evercore ISI analyst C.J. Muse's quarter-ago observation that maybe Nvidia should be viewed more like a software company\nWhat to expect\nEarnings: Of 36 analysts surveyed by FactSet, Nvidia on average is expected to post adjusted earnings of $1.11 a share, up from $1.05 a share expected at the beginning of the quarter and 73 cents a share reported a year ago. All figures are adjusted for Nvidia's 4-for-1 stock split this year.\nRevenue: Wall Street expects revenue of $6.82 billion from Nvidia, according to 35 analysts polled by FactSet. That's up from the $6.57 billion forecast at the beginning of the quarter, and the $4.73 billion Nvidia reported in the year-ago quarter. In its last earnings report, Nvidia forecast $6.66 billion to $6.94 billion. On top of data-center sales, analysts also expect gaming sales of $3.13 billion.\nStock movement: Over the third quarter, Nvidia shares rose 31%, while the PHLX Semiconductor Index declined 2.6% over that period. Meanwhile, the S&P 500 index rose 0.2%, while the Nasdaq Composite Index declined 0.4%. On Nov. 8, the stock closed at an all-time high of $308.04, and has only shed about 1% since then.\nNvidia has topped analyst estimates for earnings consistently over the past five years and has beaten Street revenue estimates for 10 consecutive quarters. While shares gained 4% the day after last quarter's report, stock movement has been mixed over those 10 quarters.\nWhat analysts are saying\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and recently raised his price target to $360 from $250, expects \"another beat-and-raise, albeit vs. elevated sentiment entering the print.\"\nWhile demand for Nvidia's gaming cards are selling about 85% above the suggested retail price in the retail aftermarket, he noted that's down from 130% back in mid-May.\n\"Enterprise and Government momentum should help the guide, especially as Nvidia's DC GPUs ramp beyond hyperscalers,\" Rolland said. \"As for supply, we continue to note NVIDIA's dual manufacturing strategy (TSMC and Samsung) serves as a distinct advantage in a time of industrywide supply constraints.\"\nOppenheimer analyst Rick Schafer, who has an outperform rating and a $350 price target, said he was raising estimates ahead of earnings, noting better access to supply, along with data center, AI, and gaming strength.\n\"At GTC, Nvidia announced 65 new/updated SDKs, bolstering its software catalog to >150,\" Schafer said. \"The company's leading soup-to-nuts software/hardware platform solidifies its AI accelerator dominance. Nvidia remains the industry leader in high-performance gaming and is ideally positioned for sustained structural growth led by DC/AI.\"\nCowen analyst Matthew Ramsay, who has an outperform rating and a $220 price target, said he expects \"strong sales for the GeForce RTX 30-series cards, and continued notebook unit strength should also bolster segment results as OEMs continue to bring new GeForce-based models to market.\"\n\"In the datacenter market, two consecutive quarters of $2B+ revenue validates momentum we see carrying forward not just through C2021 but beyond, as Nvidia remains the thought leader in artificial intelligence,\" Ramsay said.\nOf the 43 analysts who cover Nvidia, 34 have buy ratings, seven have hold ratings, and two have sell ratings, with an average price target of $261.08, about 14% below the stock's current price, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}