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daryltan526

daryltan526

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2021-10-01

pls like

抱歉，原内容已删除

2021-10-03

crypto please go up many many x :))

Why Coinbase Global Stock Was Down 12.2% in September

2021-10-11

yes

IBM's Krishna Says Company is in Virtuous Cycle

2021-10-26

yay

AMD earnings look to again succeed where Intel disappointed

2021-12-02

$GREAT EASTERN HLDGS LTD(G07.SI)$such a depressing hold…

2021-09-30

woooo

@许亚鑫:芯片半导体的跟踪与研究！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/G07.SI\">$GREAT EASTERN HLDGS LTD(G07.SI)$</a>such a depressing hold…","listText":"<a href=\"https://laohu8.com/S/G07.SI\">$GREAT EASTERN HLDGS LTD(G07.SI)$</a>such a depressing hold…","text":"$GREAT EASTERN HLDGS LTD(G07.SI)$such a depressing hold…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603481135","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852991449,"gmtCreate":1635231405021,"gmtModify":1635231525086,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yay","listText":"yay","text":"yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852991449","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</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>AMD earnings look to again succeed where Intel disappointed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828223457,"gmtCreate":1633917835234,"gmtModify":1633917835234,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828223457","repostId":"1129000932","repostType":4,"repost":{"id":"1129000932","pubTimestamp":1633916797,"share":"https://www.laohu8.com/m/news/1129000932?lang=&edition=full","pubTime":"2021-10-11 09:46","market":"us","language":"en","title":"IBM's Krishna Says Company is in Virtuous Cycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1129000932","media":"Thestreet","summary":"IBM (IBM) now makes much of its revenue in consulting and partnering with companies that weren’t eve","content":"<p>IBM&nbsp;(<b>IBM</b>)&nbsp;now makes much of its revenue in consulting and partnering with companies that weren’t even in the imagination stage when Big Blue began more than a century ago.</p>\n<p>IBM chairman and CEO Arvind Krishna told Jim Cramer on a recent episode of \"Mad Money\" that the company is focusing on technology consulting. In the case of Delta Air Lines&nbsp;(<b>DAL</b>), IBM was able to provide a hybrid cloud solution that will move 90% of Delta's current applications to the cloud, powered by Amazon Web Services&nbsp;(<b>AMZN</b>) , RedHat and IBM's own applications.</p>\n<blockquote>\n On Real Money,Bruce Kamich recently looked at IBM's chart performance.&nbsp;\"In the updated daily bar chart of IBM ... we can see that the shares have improved since our Sept. 22 review and now trade above the bottoming 50-day moving average line. IBM survived the test of the 200-day line.\"\n</blockquote>\n<p>IBM doesn't go it alone, Krishna told Cramer. The company partners with the best in the business including Microsoft&nbsp;(<b>MSFT</b>), Amazon, Salesforce&nbsp;(<b>CRM</b>)&nbsp;and Box&nbsp;(<b>BOX</b>), just to name a few. IBM is an \"ecosystem,\" he said, so even if they share revenue in some areas, there will always be opportunity for IBM.</p>\n<p>IBM utilizes cash to help drive its success, Krishna said. The company has entered into a virtuous cycle, one where free cash flow provides the revenue needed to drive growth, which in turn provides even more free cash flow. The company expects to generate $35 billion in free cash flow over the next three years. As of the first week of October, IBM stock was trading up about 14% over the past year.</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>IBM's Krishna Says Company is in Virtuous Cycle</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\">\nIBM's Krishna Says Company is in Virtuous Cycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/ibms-krishna-says-company-is-in-virtuous-cycle?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM (IBM) now makes much of its revenue in consulting and partnering with companies that weren’t even in the imagination stage when Big Blue began more than a century ago.\nIBM chairman and CEO Arvind ...</p>\n\n<a href=\"https://www.thestreet.com/investing/ibms-krishna-says-company-is-in-virtuous-cycle?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://www.thestreet.com/investing/ibms-krishna-says-company-is-in-virtuous-cycle?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129000932","content_text":"IBM (IBM) now makes much of its revenue in consulting and partnering with companies that weren’t even in the imagination stage when Big Blue began more than a century ago.\nIBM chairman and CEO Arvind Krishna told Jim Cramer on a recent episode of \"Mad Money\" that the company is focusing on technology consulting. In the case of Delta Air Lines (DAL), IBM was able to provide a hybrid cloud solution that will move 90% of Delta's current applications to the cloud, powered by Amazon Web Services (AMZN) , RedHat and IBM's own applications.\n\n On Real Money,Bruce Kamich recently looked at IBM's chart performance. \"In the updated daily bar chart of IBM ... we can see that the shares have improved since our Sept. 22 review and now trade above the bottoming 50-day moving average line. IBM survived the test of the 200-day line.\"\n\nIBM doesn't go it alone, Krishna told Cramer. The company partners with the best in the business including Microsoft (MSFT), Amazon, Salesforce (CRM) and Box (BOX), just to name a few. IBM is an \"ecosystem,\" he said, so even if they share revenue in some areas, there will always be opportunity for IBM.\nIBM utilizes cash to help drive its success, Krishna said. The company has entered into a virtuous cycle, one where free cash flow provides the revenue needed to drive growth, which in turn provides even more free cash flow. The company expects to generate $35 billion in free cash flow over the next three years. As of the first week of October, IBM stock was trading up about 14% over the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867621849,"gmtCreate":1633256925516,"gmtModify":1633256925630,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"crypto please go up many many x :))","listText":"crypto please go up many many x :))","text":"crypto please go up many many x :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867621849","repostId":"2172647479","repostType":4,"repost":{"id":"2172647479","pubTimestamp":1633243084,"share":"https://www.laohu8.com/m/news/2172647479?lang=&edition=full","pubTime":"2021-10-03 14:38","market":"hk","language":"en","title":"Why Coinbase Global Stock Was Down 12.2% in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2172647479","media":"Motley Fool","summary":"The company is going head-to-head with financial regulators, and that is making investors nervous.","content":"<h2>What happened</h2>\n<p>Shares of <b>Coinbase Global</b> (NASDAQ:COIN) were down 12.2% in September, according to data from&nbsp;S&amp;P Global Market Intelligence. The stock tends to be correlated with cryptocurrency prices, which fell during the month, and the company announced the Securities and Exchange Comission (SEC) was going to sue the company if it launched its new stablecoin lending program.</p>\n<p>On top of this, the broad market indices took a tumble in September, with the<b> S&amp;P 500</b> index down around 5% in the period. This likely exacerbated Coinbase stock's decline.</p>\n<h2>So what</h2>\n<p>A stablecoin is a cryptocurrency that is backed by a reserve, typically a fiat currency like the U.S. dollar. This means that when you buy stablecoins, they will theoretically be able to be converted back to U.S. dollars at any point. Coinbase, as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto companies in the world, helped start a stablecoin called USD Coin (USDC) with a company called Circle. There are currently 31.2 billion USDC in circulation, meaning $31.2 billion (in U.S. dollars) has been exchanged for the stablecoin.</p>\n<p>What does this have to do with Coinbase stock and the SEC? Well, in order to make some money, Coinbase was planning to offer USDC owners the ability to lend their stablecoins to Coinbase, paying them a 4% annual interest rate (eight times the national average) if they join the lending program. Coinbase can make money doing this because other crypto traders (or really anyone interested in getting a loan) are willing to pay higher interest rates to get USDC loaned to them from Coinbase. When Coinbase came to the SEC to launch the lending program, the SEC gave the company a Wells notice, which means the regulator intends to sue Coinbase if it launches the product.</p>\n<p>With almost $5.5 billion in projected sales this year, Coinbase's business won't go away because of this SEC crackdown. However, it does indicate the government might get more aggressive cracking down on any new initiatives the company has, which could hurt its ability to grow over the next decade.</p>\n<p>In other news, major cryptocurrencies like <b>Bitcoin</b> (CRYPTO:BTC) fell last month. The coin started at around $50,000 at the beginning of December but finished the month closer to $40,000. Coinbase owns Bitcoin and makes money through cryptocurrency trades, so its stock tends to correlate with any major moves in the cryptocurrency market.</p>\n<h2>Now what</h2>\n<p>This news from the SEC and Coinbase won't crush the company's current operations, but it is a concern that the SEC may crack down on the company's potential growth opportunities. If you are bullish on the crypto industry and think it is the future of finance, these regulatory risks are something to consider and could impact Coinbase's stock over the long term.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Coinbase Global Stock Was Down 12.2% in September</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Coinbase Global Stock Was Down 12.2% in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 14:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/03/why-coinbase-was-down-this-month/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Coinbase Global (NASDAQ:COIN) were down 12.2% in September, according to data from S&P Global Market Intelligence. The stock tends to be correlated with cryptocurrency prices, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/03/why-coinbase-was-down-this-month/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/03/why-coinbase-was-down-this-month/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172647479","content_text":"What happened\nShares of Coinbase Global (NASDAQ:COIN) were down 12.2% in September, according to data from S&P Global Market Intelligence. The stock tends to be correlated with cryptocurrency prices, which fell during the month, and the company announced the Securities and Exchange Comission (SEC) was going to sue the company if it launched its new stablecoin lending program.\nOn top of this, the broad market indices took a tumble in September, with the S&P 500 index down around 5% in the period. This likely exacerbated Coinbase stock's decline.\nSo what\nA stablecoin is a cryptocurrency that is backed by a reserve, typically a fiat currency like the U.S. dollar. This means that when you buy stablecoins, they will theoretically be able to be converted back to U.S. dollars at any point. Coinbase, as one of the largest crypto companies in the world, helped start a stablecoin called USD Coin (USDC) with a company called Circle. There are currently 31.2 billion USDC in circulation, meaning $31.2 billion (in U.S. dollars) has been exchanged for the stablecoin.\nWhat does this have to do with Coinbase stock and the SEC? Well, in order to make some money, Coinbase was planning to offer USDC owners the ability to lend their stablecoins to Coinbase, paying them a 4% annual interest rate (eight times the national average) if they join the lending program. Coinbase can make money doing this because other crypto traders (or really anyone interested in getting a loan) are willing to pay higher interest rates to get USDC loaned to them from Coinbase. When Coinbase came to the SEC to launch the lending program, the SEC gave the company a Wells notice, which means the regulator intends to sue Coinbase if it launches the product.\nWith almost $5.5 billion in projected sales this year, Coinbase's business won't go away because of this SEC crackdown. However, it does indicate the government might get more aggressive cracking down on any new initiatives the company has, which could hurt its ability to grow over the next decade.\nIn other news, major cryptocurrencies like Bitcoin (CRYPTO:BTC) fell last month. The coin started at around $50,000 at the beginning of December but finished the month closer to $40,000. Coinbase owns Bitcoin and makes money through cryptocurrency trades, so its stock tends to correlate with any major moves in the cryptocurrency market.\nNow what\nThis news from the SEC and Coinbase won't crush the company's current operations, but it is a concern that the SEC may crack down on the company's potential growth opportunities. If you are bullish on the crypto industry and think it is the future of finance, these regulatory risks are something to consider and could impact Coinbase's stock over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864369299,"gmtCreate":1633058422310,"gmtModify":1633058422420,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864369299","repostId":"2172095220","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865504787,"gmtCreate":1632995823091,"gmtModify":1632995823168,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"woooo","listText":"woooo","text":"woooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865504787","repostId":"865996903","repostType":1,"repost":{"id":865996903,"gmtCreate":1632928704001,"gmtModify":1636601625405,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"芯片半导体的跟踪与研究！","htmlText":"上周许导在录制音频的时候，分享了芯片半导体行业的一些观点：2021年9月24日市场语音跟踪，趁着国庆假期还没来，我们在多做一下这方面的功课： 本文将围绕着什么是芯片？为什么芯片会短缺？中美关系缓和对于芯片行业的影响来做研究。 首先，半导体、集成电路和芯片和晶圆的区别？ 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺，把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起，然后封装在一个管壳内，成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称，很多时候我们把集成电路和芯片混淆在一起。但严格意义上，芯片并不能完全等于集成电路，芯片是集成电路的载体，由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片，其原始材料是硅。经过一系列加工后形成硅晶圆片，也就是晶圆。 简单来说就是半导体组成集成电路，芯片是集成电路的终极形态，而晶圆是芯片的原材料。 根据摩尔定律，集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之，处理器的性能每隔两年就会翻一倍。所以随着时间流逝，芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次，为什么芯片会短缺？ 一方面，晶圆量产难度大。 芯片产业链可以分为上中下游三大环节，上游是芯片原材料制造的硅片制造厂商，中游是芯片设计公司，下游就是基于上游生产的硅片，将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极，一方面栅极的宽度（14nm、7nm等）决定了电流通过时的损耗，宽度越窄，损耗越低。另一方面栅极越窄，芯片可以含有更多的晶体管，可以提升更多的性能和计算能力。 同时，最终形成的芯片体积也就越小，那么一块硅片可以切割出来的芯片也就越多，降低了整体成本。所以说纳米数越小的芯","listText":"上周许导在录制音频的时候，分享了芯片半导体行业的一些观点：2021年9月24日市场语音跟踪，趁着国庆假期还没来，我们在多做一下这方面的功课： 本文将围绕着什么是芯片？为什么芯片会短缺？中美关系缓和对于芯片行业的影响来做研究。 首先，半导体、集成电路和芯片和晶圆的区别？ 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺，把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起，然后封装在一个管壳内，成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称，很多时候我们把集成电路和芯片混淆在一起。但严格意义上，芯片并不能完全等于集成电路，芯片是集成电路的载体，由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片，其原始材料是硅。经过一系列加工后形成硅晶圆片，也就是晶圆。 简单来说就是半导体组成集成电路，芯片是集成电路的终极形态，而晶圆是芯片的原材料。 根据摩尔定律，集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之，处理器的性能每隔两年就会翻一倍。所以随着时间流逝，芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次，为什么芯片会短缺？ 一方面，晶圆量产难度大。 芯片产业链可以分为上中下游三大环节，上游是芯片原材料制造的硅片制造厂商，中游是芯片设计公司，下游就是基于上游生产的硅片，将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极，一方面栅极的宽度（14nm、7nm等）决定了电流通过时的损耗，宽度越窄，损耗越低。另一方面栅极越窄，芯片可以含有更多的晶体管，可以提升更多的性能和计算能力。 同时，最终形成的芯片体积也就越小，那么一块硅片可以切割出来的芯片也就越多，降低了整体成本。所以说纳米数越小的芯","text":"上周许导在录制音频的时候，分享了芯片半导体行业的一些观点：2021年9月24日市场语音跟踪，趁着国庆假期还没来，我们在多做一下这方面的功课： 本文将围绕着什么是芯片？为什么芯片会短缺？中美关系缓和对于芯片行业的影响来做研究。 首先，半导体、集成电路和芯片和晶圆的区别？ 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺，把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起，然后封装在一个管壳内，成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称，很多时候我们把集成电路和芯片混淆在一起。但严格意义上，芯片并不能完全等于集成电路，芯片是集成电路的载体，由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片，其原始材料是硅。经过一系列加工后形成硅晶圆片，也就是晶圆。 简单来说就是半导体组成集成电路，芯片是集成电路的终极形态，而晶圆是芯片的原材料。 根据摩尔定律，集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之，处理器的性能每隔两年就会翻一倍。所以随着时间流逝，芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次，为什么芯片会短缺？ 一方面，晶圆量产难度大。 芯片产业链可以分为上中下游三大环节，上游是芯片原材料制造的硅片制造厂商，中游是芯片设计公司，下游就是基于上游生产的硅片，将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极，一方面栅极的宽度（14nm、7nm等）决定了电流通过时的损耗，宽度越窄，损耗越低。另一方面栅极越窄，芯片可以含有更多的晶体管，可以提升更多的性能和计算能力。 同时，最终形成的芯片体积也就越小，那么一块硅片可以切割出来的芯片也就越多，降低了整体成本。所以说纳米数越小的芯","images":[{"img":"https://static.tigerbbs.com/32c260725071e5bfcb41f596ae730fee","width":"554","height":"313"},{"img":"https://static.tigerbbs.com/1b076e24864dede7a19c20fa3761daa6","width":"554","height":"348"},{"img":"https://static.tigerbbs.com/fc4daa10b911ad011fad568d4e836c5f","width":"554","height":"397"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865996903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":864369299,"gmtCreate":1633058422310,"gmtModify":1633058422420,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/864369299","repostId":"2172095220","repostType":4,"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867621849,"gmtCreate":1633256925516,"gmtModify":1633256925630,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"crypto please go up many many x :))","listText":"crypto please go up many many x :))","text":"crypto please go up many many x :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867621849","repostId":"2172647479","repostType":4,"repost":{"id":"2172647479","pubTimestamp":1633243084,"share":"https://www.laohu8.com/m/news/2172647479?lang=&edition=full","pubTime":"2021-10-03 14:38","market":"hk","language":"en","title":"Why Coinbase Global Stock Was Down 12.2% in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2172647479","media":"Motley Fool","summary":"The company is going head-to-head with financial regulators, and that is making investors nervous.","content":"<h2>What happened</h2>\n<p>Shares of <b>Coinbase Global</b> (NASDAQ:COIN) were down 12.2% in September, according to data from&nbsp;S&amp;P Global Market Intelligence. The stock tends to be correlated with cryptocurrency prices, which fell during the month, and the company announced the Securities and Exchange Comission (SEC) was going to sue the company if it launched its new stablecoin lending program.</p>\n<p>On top of this, the broad market indices took a tumble in September, with the<b> S&amp;P 500</b> index down around 5% in the period. This likely exacerbated Coinbase stock's decline.</p>\n<h2>So what</h2>\n<p>A stablecoin is a cryptocurrency that is backed by a reserve, typically a fiat currency like the U.S. dollar. This means that when you buy stablecoins, they will theoretically be able to be converted back to U.S. dollars at any point. Coinbase, as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest crypto companies in the world, helped start a stablecoin called USD Coin (USDC) with a company called Circle. There are currently 31.2 billion USDC in circulation, meaning $31.2 billion (in U.S. dollars) has been exchanged for the stablecoin.</p>\n<p>What does this have to do with Coinbase stock and the SEC? Well, in order to make some money, Coinbase was planning to offer USDC owners the ability to lend their stablecoins to Coinbase, paying them a 4% annual interest rate (eight times the national average) if they join the lending program. Coinbase can make money doing this because other crypto traders (or really anyone interested in getting a loan) are willing to pay higher interest rates to get USDC loaned to them from Coinbase. When Coinbase came to the SEC to launch the lending program, the SEC gave the company a Wells notice, which means the regulator intends to sue Coinbase if it launches the product.</p>\n<p>With almost $5.5 billion in projected sales this year, Coinbase's business won't go away because of this SEC crackdown. However, it does indicate the government might get more aggressive cracking down on any new initiatives the company has, which could hurt its ability to grow over the next decade.</p>\n<p>In other news, major cryptocurrencies like <b>Bitcoin</b> (CRYPTO:BTC) fell last month. The coin started at around $50,000 at the beginning of December but finished the month closer to $40,000. Coinbase owns Bitcoin and makes money through cryptocurrency trades, so its stock tends to correlate with any major moves in the cryptocurrency market.</p>\n<h2>Now what</h2>\n<p>This news from the SEC and Coinbase won't crush the company's current operations, but it is a concern that the SEC may crack down on the company's potential growth opportunities. If you are bullish on the crypto industry and think it is the future of finance, these regulatory risks are something to consider and could impact Coinbase's stock over the long term.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Coinbase Global Stock Was Down 12.2% in September</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Coinbase Global Stock Was Down 12.2% in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 14:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/03/why-coinbase-was-down-this-month/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happened\nShares of Coinbase Global (NASDAQ:COIN) were down 12.2% in September, according to data from S&P Global Market Intelligence. The stock tends to be correlated with cryptocurrency prices, ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/03/why-coinbase-was-down-this-month/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/10/03/why-coinbase-was-down-this-month/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172647479","content_text":"What happened\nShares of Coinbase Global (NASDAQ:COIN) were down 12.2% in September, according to data from S&P Global Market Intelligence. The stock tends to be correlated with cryptocurrency prices, which fell during the month, and the company announced the Securities and Exchange Comission (SEC) was going to sue the company if it launched its new stablecoin lending program.\nOn top of this, the broad market indices took a tumble in September, with the S&P 500 index down around 5% in the period. This likely exacerbated Coinbase stock's decline.\nSo what\nA stablecoin is a cryptocurrency that is backed by a reserve, typically a fiat currency like the U.S. dollar. This means that when you buy stablecoins, they will theoretically be able to be converted back to U.S. dollars at any point. Coinbase, as one of the largest crypto companies in the world, helped start a stablecoin called USD Coin (USDC) with a company called Circle. There are currently 31.2 billion USDC in circulation, meaning $31.2 billion (in U.S. dollars) has been exchanged for the stablecoin.\nWhat does this have to do with Coinbase stock and the SEC? Well, in order to make some money, Coinbase was planning to offer USDC owners the ability to lend their stablecoins to Coinbase, paying them a 4% annual interest rate (eight times the national average) if they join the lending program. Coinbase can make money doing this because other crypto traders (or really anyone interested in getting a loan) are willing to pay higher interest rates to get USDC loaned to them from Coinbase. When Coinbase came to the SEC to launch the lending program, the SEC gave the company a Wells notice, which means the regulator intends to sue Coinbase if it launches the product.\nWith almost $5.5 billion in projected sales this year, Coinbase's business won't go away because of this SEC crackdown. However, it does indicate the government might get more aggressive cracking down on any new initiatives the company has, which could hurt its ability to grow over the next decade.\nIn other news, major cryptocurrencies like Bitcoin (CRYPTO:BTC) fell last month. The coin started at around $50,000 at the beginning of December but finished the month closer to $40,000. Coinbase owns Bitcoin and makes money through cryptocurrency trades, so its stock tends to correlate with any major moves in the cryptocurrency market.\nNow what\nThis news from the SEC and Coinbase won't crush the company's current operations, but it is a concern that the SEC may crack down on the company's potential growth opportunities. If you are bullish on the crypto industry and think it is the future of finance, these regulatory risks are something to consider and could impact Coinbase's stock over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828223457,"gmtCreate":1633917835234,"gmtModify":1633917835234,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828223457","repostId":"1129000932","repostType":4,"repost":{"id":"1129000932","pubTimestamp":1633916797,"share":"https://www.laohu8.com/m/news/1129000932?lang=&edition=full","pubTime":"2021-10-11 09:46","market":"us","language":"en","title":"IBM's Krishna Says Company is in Virtuous Cycle","url":"https://stock-news.laohu8.com/highlight/detail?id=1129000932","media":"Thestreet","summary":"IBM (IBM) now makes much of its revenue in consulting and partnering with companies that weren’t eve","content":"<p>IBM&nbsp;(<b>IBM</b>)&nbsp;now makes much of its revenue in consulting and partnering with companies that weren’t even in the imagination stage when Big Blue began more than a century ago.</p>\n<p>IBM chairman and CEO Arvind Krishna told Jim Cramer on a recent episode of \"Mad Money\" that the company is focusing on technology consulting. In the case of Delta Air Lines&nbsp;(<b>DAL</b>), IBM was able to provide a hybrid cloud solution that will move 90% of Delta's current applications to the cloud, powered by Amazon Web Services&nbsp;(<b>AMZN</b>) , RedHat and IBM's own applications.</p>\n<blockquote>\n On Real Money,Bruce Kamich recently looked at IBM's chart performance.&nbsp;\"In the updated daily bar chart of IBM ... we can see that the shares have improved since our Sept. 22 review and now trade above the bottoming 50-day moving average line. IBM survived the test of the 200-day line.\"\n</blockquote>\n<p>IBM doesn't go it alone, Krishna told Cramer. The company partners with the best in the business including Microsoft&nbsp;(<b>MSFT</b>), Amazon, Salesforce&nbsp;(<b>CRM</b>)&nbsp;and Box&nbsp;(<b>BOX</b>), just to name a few. IBM is an \"ecosystem,\" he said, so even if they share revenue in some areas, there will always be opportunity for IBM.</p>\n<p>IBM utilizes cash to help drive its success, Krishna said. The company has entered into a virtuous cycle, one where free cash flow provides the revenue needed to drive growth, which in turn provides even more free cash flow. The company expects to generate $35 billion in free cash flow over the next three years. As of the first week of October, IBM stock was trading up about 14% over the past year.</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>IBM's Krishna Says Company is in Virtuous Cycle</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\">\nIBM's Krishna Says Company is in Virtuous Cycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/ibms-krishna-says-company-is-in-virtuous-cycle?puc=yahoo&cm_ven=YAHOO><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM (IBM) now makes much of its revenue in consulting and partnering with companies that weren’t even in the imagination stage when Big Blue began more than a century ago.\nIBM chairman and CEO Arvind ...</p>\n\n<a href=\"https://www.thestreet.com/investing/ibms-krishna-says-company-is-in-virtuous-cycle?puc=yahoo&cm_ven=YAHOO\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://www.thestreet.com/investing/ibms-krishna-says-company-is-in-virtuous-cycle?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129000932","content_text":"IBM (IBM) now makes much of its revenue in consulting and partnering with companies that weren’t even in the imagination stage when Big Blue began more than a century ago.\nIBM chairman and CEO Arvind Krishna told Jim Cramer on a recent episode of \"Mad Money\" that the company is focusing on technology consulting. In the case of Delta Air Lines (DAL), IBM was able to provide a hybrid cloud solution that will move 90% of Delta's current applications to the cloud, powered by Amazon Web Services (AMZN) , RedHat and IBM's own applications.\n\n On Real Money,Bruce Kamich recently looked at IBM's chart performance. \"In the updated daily bar chart of IBM ... we can see that the shares have improved since our Sept. 22 review and now trade above the bottoming 50-day moving average line. IBM survived the test of the 200-day line.\"\n\nIBM doesn't go it alone, Krishna told Cramer. The company partners with the best in the business including Microsoft (MSFT), Amazon, Salesforce (CRM) and Box (BOX), just to name a few. IBM is an \"ecosystem,\" he said, so even if they share revenue in some areas, there will always be opportunity for IBM.\nIBM utilizes cash to help drive its success, Krishna said. The company has entered into a virtuous cycle, one where free cash flow provides the revenue needed to drive growth, which in turn provides even more free cash flow. The company expects to generate $35 billion in free cash flow over the next three years. As of the first week of October, IBM stock was trading up about 14% over the past year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852991449,"gmtCreate":1635231405021,"gmtModify":1635231525086,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yay","listText":"yay","text":"yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852991449","repostId":"2177412181","repostType":4,"repost":{"id":"2177412181","pubTimestamp":1635219132,"share":"https://www.laohu8.com/m/news/2177412181?lang=&edition=full","pubTime":"2021-10-26 11:32","market":"us","language":"en","title":"AMD earnings look to again succeed where Intel disappointed","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412181","media":"MarketWatch","summary":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analy","content":"<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30ec3c9220844c561016f0de86f86f52\" tg-width=\"699\" tg-height=\"394\" referrerpolicy=\"no-referrer\"><span>Advanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.</span></p>\n<p>Advanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.</p>\n<p>AMD&nbsp;is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel&nbsp;reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.</p>\n<p>That led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.</p>\n<p>Bernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.</p>\n<p>\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.</p>\n<p>That underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.</p>\n<p>While AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.</p>\n<p>One other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.</p>\n<p><b>Revenue:</b> Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.</p>\n<p><b>Stock movement:</b> While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.</p>\n<p>AMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&amp;P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.</p>\n<p><b>What analysts are saying</b></p>\n<p>Cowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"</p>\n<p>\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"</p>\n<p>Earlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.</p>\n<p>On data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.</p>\n<p>\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"</p>\n<p>Susquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"</p>\n<p>Still, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.</p>\n<p>Of the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.</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>AMD earnings look to again succeed where Intel disappointed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD earnings look to again succeed where Intel disappointed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.marketwatch.com/story/amd-earnings-look-to-again-succeed-where-intel-disappointed-11634942264?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412181","content_text":"AMD earnings preview: After showing data-center gains as Intel declined two quarters in a row, analysts now point to AMD's growing margins as Intel's are projected to shrink\nAdvanced Micro Devices Inc.’s growing series of Epyc server chips has been the talk of Wall Street in recent quarters, but that may switch to gross margins in this quarter’s earnings report.\nAdvanced Micro Devices Inc. is set to follow yet another rough earnings report from Intel Corp., and once again could show gains in an area that caused pain for its larger rival.\nAMD is scheduled to report third-quarter earnings on Tuesday after the close of markets, after Intel reported an earnings beat Thursday that hardly mattered as revenue came in light. More important to analysts was Intel's forecast for declining margins over the next few years as its chief executive doubles down on new manufacturing capacity to try to retake its former glory as the undisputed chip leader.\nThat led to downgrades on Friday and Intel's worst one-day performance since the chip leader said it was going to delay its next generation of chips, an announcement that had fired up even more investor support for AMD back then.\nBernstein analyst Stacy Rasgon, who has a market perform rating on AMD and a $110 price target, said AMD will continue to benefit from Intel's transition, and called attention to an AMD metric that was one of enormous concern during Intel's call: Gross margins.\n\"We believe Street gross margin estimates appear unaggressive going forward (which is not something we have typically said for AMD), and the company is now (for the first time ever) starting to return cash,\" Rasgon said.\nThat underscores another show of how Intel and AMD are transitioning with respect to one another: Analysts on the Intel call were very concerned that Intel's margins were falling despite company assurances they would stay just above 50% for the next few years. Meanwhile, AMD gross margins have been rising, and are likely to break above 50%, if not in this earnings report, then sometime soon. Three months ago, AMD reported gross margins of 48%, up from 44% in the previous year.\nWhile AMD is referred to as Intel's \"smaller rival,\" that gap has been steadily closing for a while now. At Friday's close, AMD had a market cap of $145.34 billion, or nearly 73% of Intel's $200.66 billion. Just this past summer, AMD's $111.5 billion valuation was a little more than half Intel's $219.5 billion cap.\nOne other are to look at will be data-center sales, as finally swung to a gain in that important segment in the quarter. Over the past two quarters, Intel has posted significant year-over-year declines in the increasingly important category, while AMD has more than doubled its sales. That raises the question whether Intel clawed back some market share, or whether data-center sales were just generally better all around, which AMD's report could answer.\nWhat to expect\nEarnings: Of the 34 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 66 cents a share, up from 41 cents a share reported in the year-ago period. Estimize, a software platform that crowdsources estimates from hedge-fund executives, brokerages, buy-side analysts and others, calls for earnings of 72 cents a share.\nRevenue: Of the 32 analysts polled by FactSet, AMD, on average, is expected to post revenue of $4.11 billion, up from the $2.8 billion reported in the year-ago quarter. AMD had forecast $4 billion to $4.2 billion. Estimize expects revenue of $4.22 billion.\nStock movement: While AMD earnings and sales have both topped Wall Street estimates over the past five quarterly reports, but shares only gained the next day twice, about three months ago and when the stock popped nearly 13% five quarters ago.\nAMD shares rose 9.6% in the third quarter. In contrast, the PHLX Semiconductor Index declined 2.6%, the S&P 500 index rose 0.2%, and the tech-heavy Nasdaq Composite Index declined 0.4%. On Friday, the day after Intel's report, AMD shares closed at a record high of $119.82.\nWhat analysts are saying\nCowen analyst Matthew Ramsay, who has an outperform rating and a $120 price target on AMD, said he's \"lookin' for more of the same.\"\n\"We continue to monitor the PC market for signs of demand slowing or supply improving,\" Ramsay said. \"Near-term, we see resilient demand outside Chromebooks, but prefer a prudent/agnostic view on 2022 like AMD took on its last call.\"\nEarlier in the month, research firms released data showing that pandemic-fueled growth in PC shipments had slowed considerably as the world not only wrestles with a chip shortage but overall supply-chain issues.\nOn data-center sales, Ramsay is even more optimistic estimating that segment will account for more than 25% of sales compared with less than 20% a year ago.\n\"We believe datacenter passing a quarter of AMD's business could draw investor attention,\" Ramsay said. \"We remind investors that the most important business for AMD remains datacenter, which we estimate doubled in 2020, with CEO Lisa Su noting she sees the business momentum accelerating in 2021.\"\nSusquehanna Financial analyst Christopher Rolland, who has a positive rating and a $130 price target on AMD, said he expects another solid quarter driven by enterprise and server sales, but that \"given the slowing PC market, we do not expect mgmt to raise their FY top-line guidance as they have done in numerous updates over the last year.\"\nStill, Rolland expects AMD to report share gains from Intel in both desktop and laptop PCs as well as enterprise and gaming PCs.\nOf the 39 analysts who cover AMD, 23 have buy or overweight ratings, and 16 have hold ratings, with an average price target of $117.55.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603481135,"gmtCreate":1638439189055,"gmtModify":1638439881077,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/G07.SI\">$GREAT EASTERN HLDGS LTD(G07.SI)$</a>such a depressing hold…","listText":"<a href=\"https://laohu8.com/S/G07.SI\">$GREAT EASTERN HLDGS LTD(G07.SI)$</a>such a depressing hold…","text":"$GREAT EASTERN HLDGS LTD(G07.SI)$such a depressing hold…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603481135","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865504787,"gmtCreate":1632995823091,"gmtModify":1632995823168,"author":{"id":"3581545589865088","authorId":"3581545589865088","name":"daryltan526","avatar":"https://static.tigerbbs.com/ef9c24bb88a32df7c18fb3ae1d141fca","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"woooo","listText":"woooo","text":"woooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865504787","repostId":"865996903","repostType":1,"repost":{"id":865996903,"gmtCreate":1632928704001,"gmtModify":1636601625405,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"芯片半导体的跟踪与研究！","htmlText":"上周许导在录制音频的时候，分享了芯片半导体行业的一些观点：2021年9月24日市场语音跟踪，趁着国庆假期还没来，我们在多做一下这方面的功课： 本文将围绕着什么是芯片？为什么芯片会短缺？中美关系缓和对于芯片行业的影响来做研究。 首先，半导体、集成电路和芯片和晶圆的区别？ 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺，把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起，然后封装在一个管壳内，成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称，很多时候我们把集成电路和芯片混淆在一起。但严格意义上，芯片并不能完全等于集成电路，芯片是集成电路的载体，由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片，其原始材料是硅。经过一系列加工后形成硅晶圆片，也就是晶圆。 简单来说就是半导体组成集成电路，芯片是集成电路的终极形态，而晶圆是芯片的原材料。 根据摩尔定律，集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之，处理器的性能每隔两年就会翻一倍。所以随着时间流逝，芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次，为什么芯片会短缺？ 一方面，晶圆量产难度大。 芯片产业链可以分为上中下游三大环节，上游是芯片原材料制造的硅片制造厂商，中游是芯片设计公司，下游就是基于上游生产的硅片，将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极，一方面栅极的宽度（14nm、7nm等）决定了电流通过时的损耗，宽度越窄，损耗越低。另一方面栅极越窄，芯片可以含有更多的晶体管，可以提升更多的性能和计算能力。 同时，最终形成的芯片体积也就越小，那么一块硅片可以切割出来的芯片也就越多，降低了整体成本。所以说纳米数越小的芯","listText":"上周许导在录制音频的时候，分享了芯片半导体行业的一些观点：2021年9月24日市场语音跟踪，趁着国庆假期还没来，我们在多做一下这方面的功课： 本文将围绕着什么是芯片？为什么芯片会短缺？中美关系缓和对于芯片行业的影响来做研究。 首先，半导体、集成电路和芯片和晶圆的区别？ 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺，把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起，然后封装在一个管壳内，成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称，很多时候我们把集成电路和芯片混淆在一起。但严格意义上，芯片并不能完全等于集成电路，芯片是集成电路的载体，由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片，其原始材料是硅。经过一系列加工后形成硅晶圆片，也就是晶圆。 简单来说就是半导体组成集成电路，芯片是集成电路的终极形态，而晶圆是芯片的原材料。 根据摩尔定律，集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之，处理器的性能每隔两年就会翻一倍。所以随着时间流逝，芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次，为什么芯片会短缺？ 一方面，晶圆量产难度大。 芯片产业链可以分为上中下游三大环节，上游是芯片原材料制造的硅片制造厂商，中游是芯片设计公司，下游就是基于上游生产的硅片，将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极，一方面栅极的宽度（14nm、7nm等）决定了电流通过时的损耗，宽度越窄，损耗越低。另一方面栅极越窄，芯片可以含有更多的晶体管，可以提升更多的性能和计算能力。 同时，最终形成的芯片体积也就越小，那么一块硅片可以切割出来的芯片也就越多，降低了整体成本。所以说纳米数越小的芯","text":"上周许导在录制音频的时候，分享了芯片半导体行业的一些观点：2021年9月24日市场语音跟踪，趁着国庆假期还没来，我们在多做一下这方面的功课： 本文将围绕着什么是芯片？为什么芯片会短缺？中美关系缓和对于芯片行业的影响来做研究。 首先，半导体、集成电路和芯片和晶圆的区别？ 半导体指常温下导电性能介于导体与绝缘体之间的材料。常见的半导体材料有硅、锗、砷化镓等。 集成电路是一种微型电子器件或部件。采用一定的工艺，把一个电路中所需的晶体管、电阻、电容和电感等元件及布线互连一起，然后封装在一个管壳内，成为具有所需电路功能的微型结构。 芯片其实是半导体元件产品的统称，很多时候我们把集成电路和芯片混淆在一起。但严格意义上，芯片并不能完全等于集成电路，芯片是集成电路的载体，由晶圆分割而成。 晶圆是指制作硅半导体电路所用的硅晶片，其原始材料是硅。经过一系列加工后形成硅晶圆片，也就是晶圆。 简单来说就是半导体组成集成电路，芯片是集成电路的终极形态，而晶圆是芯片的原材料。 根据摩尔定律，集成电路上可以容纳的晶体管数目在大约每经过18个月便会增加一倍。换言之，处理器的性能每隔两年就会翻一倍。所以随着时间流逝，芯片行业的壁垒便会自然消失。行业内公司通常处于你追我赶的内卷状态。 其次，为什么芯片会短缺？ 一方面，晶圆量产难度大。 芯片产业链可以分为上中下游三大环节，上游是芯片原材料制造的硅片制造厂商，中游是芯片设计公司，下游就是基于上游生产的硅片，将中游的芯片设计实现出来的晶圆加工厂商。 芯片的基本组成单位是晶体管。晶体管里含有一个栅极，一方面栅极的宽度（14nm、7nm等）决定了电流通过时的损耗，宽度越窄，损耗越低。另一方面栅极越窄，芯片可以含有更多的晶体管，可以提升更多的性能和计算能力。 同时，最终形成的芯片体积也就越小，那么一块硅片可以切割出来的芯片也就越多，降低了整体成本。所以说纳米数越小的芯","images":[{"img":"https://static.tigerbbs.com/32c260725071e5bfcb41f596ae730fee","width":"554","height":"313"},{"img":"https://static.tigerbbs.com/1b076e24864dede7a19c20fa3761daa6","width":"554","height":"348"},{"img":"https://static.tigerbbs.com/fc4daa10b911ad011fad568d4e836c5f","width":"554","height":"397"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865996903","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}