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Kmlingc
2021-12-07
Seem like going to reach soon
Apple stock price target raised to $200 at Morgan Stanley
Kmlingc
2021-11-10
Tell me your opinion about this news...
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Kmlingc
2021-10-26
Apple
These 10 Stocks Make Up 87% of Warren Buffett's Portfolio
Kmlingc
2021-10-26
Up up it goes
DJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.
Kmlingc
2021-10-20
Upgraded macbook. Up up it goes
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Kmlingc
2021-10-07
Target price $217. This is good
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Kmlingc
2021-09-14
Nice
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Kmlingc
2021-09-01
Wow. So many functions
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Kmlingc
2021-08-11
Nice
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Kmlingc
2021-07-14
Wow. Good
Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade
Kmlingc
2021-06-23
👍🏼
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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 stock price target raised to $200 at Morgan Stanley</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\">\nApple stock price target raised to $200 at Morgan Stanley\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-07 21:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Apple stock price target raised to $200 at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>\n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n December 07, 2021 08:53 ET (13:53 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4566":"资本集团","BK4170":"电脑硬件、储存设备及电脑周边","BK4559":"巴菲特持仓","BK4507":"流媒体概念","BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","AAPL":"苹果","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189632657","content_text":"MW Apple stock price target raised to $200 at Morgan Stanley\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n December 07, 2021 08:53 ET (13:53 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847749451,"gmtCreate":1636555827396,"gmtModify":1636555887720,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847749451","repostId":"1103378103","repostType":2,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852682784,"gmtCreate":1635262087995,"gmtModify":1635262126450,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Apple ","listText":"Apple ","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852682784","repostId":"2178408679","repostType":2,"repost":{"id":"2178408679","kind":"highlight","pubTimestamp":1635248021,"share":"https://www.laohu8.com/m/news/2178408679?lang=&edition=full","pubTime":"2021-10-26 19:33","market":"us","language":"en","title":"These 10 Stocks Make Up 87% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2178408679","media":"Motley Fool","summary":"Diversification isn't a necessity if you know what you're doing, according to Buffett.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.</li>\n <li>Despite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.</li>\n</ul>\n<p>When it comes to investing success, <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.</p>\n<p>Interestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/533403f3176e26f5f4da7e08dd122471\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>BERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.</span></p>\n<h2>1. Apple: $134.9 billion</h2>\n<p>Innovation kingpin <b>Apple</b> (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.</p>\n<p>Buffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9921669d6e72984233e143b35e65df21\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>2. Bank of America: $49.1 billion</h2>\n<p>There isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in <b>Bank of America</b> (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.</p>\n<p>Bank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).</p>\n<p>Also, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7f6a702501b8ac4441d5357965f786\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: AMERICAN EXPRESS.</span></p>\n<h2>3. American Express: $28.4 billion</h2>\n<p>A big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender <b>American Express </b>(NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.</p>\n<p>AmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.</p>\n<p>Further, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f64dcdff17a24b8a4e277db734557537\" tg-width=\"2000\" tg-height=\"1334\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: COCA-COLA.</span></p>\n<h2>4. Coca-Cola: $21.8 billion</h2>\n<p>Beverage giant <b>Coca-Cola</b> (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.</p>\n<p>While Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.</p>\n<p>Coke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56aaf3a83c0f4feecb7dc3e505a5298c\" tg-width=\"2000\" tg-height=\"1338\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>5. Kraft Heinz: $11.8 billion</h2>\n<p>Consumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company <b>Kraft Heinz</b> (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.</p>\n<p>Although Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.</p>\n<p>If there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159f9f94399bca4160083c4b00edfb0e\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>6. Moody's: $9.4 billion</h2>\n<p>Credit ratings agency and analytics company <b>Moody's</b> (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from <b>Dun & Bradstreet</b> in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).</p>\n<p>In recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.</p>\n<p>Meanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11fba9965f7be6784fbbeabc01181fb3\" tg-width=\"2000\" tg-height=\"1332\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: U.S. BANK.</span></p>\n<h2>7. U.S. Bancorp: $9.2 billion</h2>\n<p>Have I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank <b>U.S. Bancorp</b> (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.</p>\n<p>What's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019. Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.</p>\n<p>U.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38c1453d695e1c76cb6d457fd617a96\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>8. BYD Corp.: $8.6 billion</h2>\n<p>Something you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY). Today that investment is worth around $8.6 billion.</p>\n<p>EVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.</p>\n<p>In the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fe938d5ce6d8662de9a7f51aec083f\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>9. Verizon Communications: $8.4 billion</h2>\n<p>The newest big investment from Warren Buffett is telecom stock <b>Verizon</b> (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.</p>\n<p>On one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.</p>\n<p>On the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b509a39788add5661cdd65e95d5cc808\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>10. Bank of New York Mellon: $4.4 billion</h2>\n<p><b>Bank of New York Mellon</b> (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.</p>\n<p>The likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.</p>\n<p>However, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.</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>These 10 Stocks Make Up 87% of Warren Buffett's Portfolio</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\">\nThese 10 Stocks Make Up 87% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 19:33 GMT+8 <a href=https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCO":"穆迪","BRK.B":"伯克希尔B","AAPL":"苹果","BRK.A":"伯克希尔","KO":"可口可乐","BAC":"美国银行","VZ":"威瑞森","USB":"美国合众银行","AXP":"美国运通"},"source_url":"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178408679","content_text":"Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.\n\nWhen it comes to investing success, Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.\nInterestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.\nBERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.\n1. Apple: $134.9 billion\nInnovation kingpin Apple (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.\nBuffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.\nIMAGE SOURCE: GETTY IMAGES.\n2. Bank of America: $49.1 billion\nThere isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in Bank of America (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.\nBank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).\nAlso, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.\nIMAGE SOURCE: AMERICAN EXPRESS.\n3. American Express: $28.4 billion\nA big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender American Express (NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.\nAmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.\nFurther, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.\nIMAGE SOURCE: COCA-COLA.\n4. Coca-Cola: $21.8 billion\nBeverage giant Coca-Cola (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.\nWhile Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.\nCoke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.\nIMAGE SOURCE: GETTY IMAGES.\n5. Kraft Heinz: $11.8 billion\nConsumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company Kraft Heinz (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.\nAlthough Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.\nIf there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.\nIMAGE SOURCE: GETTY IMAGES.\n6. Moody's: $9.4 billion\nCredit ratings agency and analytics company Moody's (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from Dun & Bradstreet in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).\nIn recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.\nMeanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.\nIMAGE SOURCE: U.S. BANK.\n7. U.S. Bancorp: $9.2 billion\nHave I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank U.S. Bancorp (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.\nWhat's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019. Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.\nU.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.\nIMAGE SOURCE: GETTY IMAGES.\n8. BYD Corp.: $8.6 billion\nSomething you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer BYD (OTC:BYDDY). Today that investment is worth around $8.6 billion.\nEVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.\nIn the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.\nIMAGE SOURCE: GETTY IMAGES.\n9. Verizon Communications: $8.4 billion\nThe newest big investment from Warren Buffett is telecom stock Verizon (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.\nOn one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.\nOn the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.\nIMAGE SOURCE: GETTY IMAGES.\n10. Bank of New York Mellon: $4.4 billion\nBank of New York Mellon (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.\nThe likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.\nHowever, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852686392,"gmtCreate":1635261956562,"gmtModify":1635261956652,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Up up it goes","listText":"Up up it goes","text":"Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852686392","repostId":"2178401565","repostType":2,"repost":{"id":"2178401565","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1635256200,"share":"https://www.laohu8.com/m/news/2178401565?lang=&edition=full","pubTime":"2021-10-26 21:50","market":"hk","language":"en","title":"DJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.","url":"https://stock-news.laohu8.com/highlight/detail?id=2178401565","media":"Dow Jones","summary":"DJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.\n\n\n This article was automatically ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nDJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.\n</p>\n<p>\n This article was automatically generated by MarketWatch using technology from Automated Insights. \n</p>\n<p>\n Buoyed by strong returns for shares of Cisco and Apple Inc., the Dow Jones Industrial Average is climbing Tuesday morning. Shares of Cisco CSCO and Apple Inc. AAPL have contributed to the blue-chip gauge's intraday rally, as the Dow DJIA is trading 90 points (0.3%) higher. Cisco's shares are up $0.81 (1.5%) while those of Apple Inc. have climbed $1.35, or 0.9%, combining for an approximately 14-point bump for the Dow. Also contributing significantly to the gain are Procter & Gamble PG, <a href=\"https://laohu8.com/S/V\">Visa</a> V, and Microsoft MSFT. A $1 move in any <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 30 components of the Dow results in a 6.58-point swing. \n</p>\n<p>\n Data source: Dow Jones Market Data, FactSet. Data compiled October 26, 2021. \n</p>\n<p>\n -MarketWatch Automation \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n October 26, 2021 09:50 ET (13:50 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.</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\">\nDJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-26 21:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nDJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.\n</p>\n<p>\n This article was automatically generated by MarketWatch using technology from Automated Insights. \n</p>\n<p>\n Buoyed by strong returns for shares of Cisco and Apple Inc., the Dow Jones Industrial Average is climbing Tuesday morning. Shares of Cisco CSCO and Apple Inc. AAPL have contributed to the blue-chip gauge's intraday rally, as the Dow DJIA is trading 90 points (0.3%) higher. Cisco's shares are up $0.81 (1.5%) while those of Apple Inc. have climbed $1.35, or 0.9%, combining for an approximately 14-point bump for the Dow. Also contributing significantly to the gain are Procter & Gamble PG, <a href=\"https://laohu8.com/S/V\">Visa</a> V, and Microsoft MSFT. A $1 move in any <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the 30 components of the Dow results in a 6.58-point swing. \n</p>\n<p>\n Data source: Dow Jones Market Data, FactSet. Data compiled October 26, 2021. \n</p>\n<p>\n -MarketWatch Automation \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n October 26, 2021 09:50 ET (13:50 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","CSCO":"思科","FWRG":"First Watch Restaurant Group, Inc.","HCTI":"Healthcare Triangle, Inc.","OLPX":"Olaplex Holdings, Inc.","TERN":"Terns Pharmaceuticals, Inc.","V":"Visa","CRCT":"Cricut, Inc.","PCOM":"Points International"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178401565","content_text":"DJ Dow Climbs 90 Points On Gains For Shares Of Cisco, Apple Inc.\n\n\n This article was automatically generated by MarketWatch using technology from Automated Insights. \n\n\n Buoyed by strong returns for shares of Cisco and Apple Inc., the Dow Jones Industrial Average is climbing Tuesday morning. Shares of Cisco CSCO and Apple Inc. AAPL have contributed to the blue-chip gauge's intraday rally, as the Dow DJIA is trading 90 points (0.3%) higher. Cisco's shares are up $0.81 (1.5%) while those of Apple Inc. have climbed $1.35, or 0.9%, combining for an approximately 14-point bump for the Dow. Also contributing significantly to the gain are Procter & Gamble PG, Visa V, and Microsoft MSFT. A $1 move in any one of the 30 components of the Dow results in a 6.58-point swing. \n\n\n Data source: Dow Jones Market Data, FactSet. Data compiled October 26, 2021. \n\n\n -MarketWatch Automation \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n October 26, 2021 09:50 ET (13:50 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853036934,"gmtCreate":1634740673657,"gmtModify":1634740673790,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Upgraded macbook. Up up it goes ","listText":"Upgraded macbook. Up up it goes ","text":"Upgraded macbook. Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853036934","repostId":"1180374566","repostType":2,"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823096942,"gmtCreate":1633563578713,"gmtModify":1633563578849,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Target price $217. This is good ","listText":"Target price $217. This is good ","text":"Target price $217. 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So many functions","listText":"Wow. So many functions","text":"Wow. So many functions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816558288","repostId":"1136463591","repostType":2,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895021856,"gmtCreate":1628695541975,"gmtModify":1631891279931,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895021856","repostId":"1143297548","repostType":2,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144159507,"gmtCreate":1626272703909,"gmtModify":1631891279948,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Wow. Good ","listText":"Wow. Good ","text":"Wow. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144159507","repostId":"1109822941","repostType":2,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://www.laohu8.com/m/news/1109822941?lang=&edition=full","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</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>Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</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\">\nApple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8 <a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">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.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129752935,"gmtCreate":1624399885227,"gmtModify":1631891279955,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129752935","repostId":"1186919064","repostType":2,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":847749451,"gmtCreate":1636555827396,"gmtModify":1636555887720,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847749451","repostId":"1103378103","repostType":2,"repost":{"id":"1103378103","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636555215,"share":"https://www.laohu8.com/m/news/1103378103?lang=&edition=full","pubTime":"2021-11-10 22:40","market":"us","language":"en","title":"Poshmark shares tumbled nearly 30% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1103378103","media":"Tiger Newspress","summary":"Poshmark shares tumbled nearly 30% in morning trading.Poshmark Inc forecast holiday-quarter revenue ","content":"<p>Poshmark shares tumbled nearly 30% in morning trading.<img src=\"https://static.tigerbbs.com/26596c07bbb9a39bc4b2b344c34ef056\" tg-width=\"885\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Poshmark Inc forecast holiday-quarter revenue below estimates due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.</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>Poshmark shares tumbled nearly 30% 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\">\nPoshmark shares tumbled nearly 30% 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\">2021-11-10 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Poshmark shares tumbled nearly 30% in morning trading.<img src=\"https://static.tigerbbs.com/26596c07bbb9a39bc4b2b344c34ef056\" tg-width=\"885\" tg-height=\"614\" referrerpolicy=\"no-referrer\">Poshmark Inc forecast holiday-quarter revenue below estimates due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"POSH":"Poshmark, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103378103","content_text":"Poshmark shares tumbled nearly 30% in morning trading.Poshmark Inc forecast holiday-quarter revenue below estimates due to a bigger-than-expected hit from the recent changes in Apple's privacy policy that has limited advertisers' ability to attract new customers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852682784,"gmtCreate":1635262087995,"gmtModify":1635262126450,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Apple ","listText":"Apple ","text":"Apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852682784","repostId":"2178408679","repostType":2,"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816558288,"gmtCreate":1630508858444,"gmtModify":1631891279921,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Wow. So many functions","listText":"Wow. So many functions","text":"Wow. So many functions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816558288","repostId":"1136463591","repostType":2,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144159507,"gmtCreate":1626272703909,"gmtModify":1631891279948,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Wow. Good ","listText":"Wow. Good ","text":"Wow. Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144159507","repostId":"1109822941","repostType":2,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895021856,"gmtCreate":1628695541975,"gmtModify":1631891279931,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895021856","repostId":"1143297548","repostType":2,"repost":{"id":"1143297548","kind":"news","pubTimestamp":1628695104,"share":"https://www.laohu8.com/m/news/1143297548?lang=&edition=full","pubTime":"2021-08-11 23:18","market":"us","language":"en","title":"Apple’s Next iPhone Shows How It’s Perfected the Game of Inches","url":"https://stock-news.laohu8.com/highlight/detail?id=1143297548","media":"Bloomberg","summary":"There are three things you can safely predict about each new generation of iPhone: It will have a better camera than its predecessor, a faster processor, and Tim Cook,Apple Inc.’s chief executive officer, will call it the “best iPhone we’ve ever made.”For all the technological wizardry, camera and chip improvements can seem a little uninspiring. The real magic is their effect on Apple’s earnings. Because unlike innovations such as Face ID—the facial recognition system used to unlock iPhones—the ","content":"<p>There are three things you can safely predict about each new generation of iPhone: It will have a better camera than its predecessor, a faster processor, and Tim Cook,Apple Inc.’s chief executive officer, will call it the “best iPhone we’ve ever made.”</p>\n<p>For all the technological wizardry, camera and chip improvements can seem a little uninspiring. The real magic is their effect on Apple’s earnings. Because unlike innovations such as Face ID—the facial recognition system used to unlock iPhones—the chip and camera improvements bring a dual benefit to the Cupertino-based company: Not only do consumers pay a premium for the new features, they also usually end up needing more storage to make the most of those features. And storage, it turns out, is an unbelievable money-printing machine. In fact, it might even be Apple’s secret weapon.</p>\n<p>The next iPhone lineup looks set to turbocharge that approach. Alongside other camera upgrades, the handsets will include a higher-quality video format called ProRes when they’re released in the next few weeks,Bloomberg News reported on Tuesday, as well as more chip updates.</p>\n<p>With every improvement in image quality comes a commensurate increase in storage requirements. The new photo format that Apple added to the iPhone last year, brandedProRaw, is as much as 12 times larger than the standard JPEG. Bigger video files will exacerbate the trend. (That’s especially bad news for those of us whose casual snaps already take up a slightly embarrassing 36 gigabytes.)</p>\n<p>Consumers’ need for more storage is enormously profitable. Where it costs the consumer $100 to add 128 gigabytes of storage, Apple is unlikely to pay more than $20 for the same chip. If you’d prefer to store the data remotely, Apple’s iCloud offering enjoys similar profit margins. Besides, those who have already made the choice to opt for a $1,099 iPhone 12 Pro Max may be less concerned about ponying up more cash for extra capacity.</p>\n<p>Faster download speeds and greater processing power have the same effect. 5G lets you download more data more quickly, but you need the capacity on your device to store it, as do the whiz-bang games enabled by faster chips.</p>\n<p>Apple is reaping the rewards. Its revenue is expected to jump 33%, to an amazing $365 billion, this year, though of course only a slice of that comes from additional memory options. But it shows how canny investment in improving the right technologies can have a multiplicative effect on profit even in the absence of blockbuster new features or flagship products—the average selling price of an iPhone jumped from $748 at the end of 2019 to $938 this March.</p>\n<p>So while we wait for Apple to eventually reveal its Next Big Thing, whether in autonomous cars, smart glasses, or something else entirely, in the meantime the world’s most valuable company is showing just how profitable its game of inches has become.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Next iPhone Shows How It’s Perfected the Game of Inches</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’s Next iPhone Shows How It’s Perfected the Game of Inches\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 23:18 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-08-11/new-apple-iphones-show-magic-of-incremental-camera-chip-improvements><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are three things you can safely predict about each new generation of iPhone: It will have a better camera than its predecessor, a faster processor, and Tim Cook,Apple Inc.’s chief executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-11/new-apple-iphones-show-magic-of-incremental-camera-chip-improvements\">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.bloomberg.com/news/articles/2021-08-11/new-apple-iphones-show-magic-of-incremental-camera-chip-improvements","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143297548","content_text":"There are three things you can safely predict about each new generation of iPhone: It will have a better camera than its predecessor, a faster processor, and Tim Cook,Apple Inc.’s chief executive officer, will call it the “best iPhone we’ve ever made.”\nFor all the technological wizardry, camera and chip improvements can seem a little uninspiring. The real magic is their effect on Apple’s earnings. Because unlike innovations such as Face ID—the facial recognition system used to unlock iPhones—the chip and camera improvements bring a dual benefit to the Cupertino-based company: Not only do consumers pay a premium for the new features, they also usually end up needing more storage to make the most of those features. And storage, it turns out, is an unbelievable money-printing machine. In fact, it might even be Apple’s secret weapon.\nThe next iPhone lineup looks set to turbocharge that approach. Alongside other camera upgrades, the handsets will include a higher-quality video format called ProRes when they’re released in the next few weeks,Bloomberg News reported on Tuesday, as well as more chip updates.\nWith every improvement in image quality comes a commensurate increase in storage requirements. The new photo format that Apple added to the iPhone last year, brandedProRaw, is as much as 12 times larger than the standard JPEG. Bigger video files will exacerbate the trend. (That’s especially bad news for those of us whose casual snaps already take up a slightly embarrassing 36 gigabytes.)\nConsumers’ need for more storage is enormously profitable. Where it costs the consumer $100 to add 128 gigabytes of storage, Apple is unlikely to pay more than $20 for the same chip. If you’d prefer to store the data remotely, Apple’s iCloud offering enjoys similar profit margins. Besides, those who have already made the choice to opt for a $1,099 iPhone 12 Pro Max may be less concerned about ponying up more cash for extra capacity.\nFaster download speeds and greater processing power have the same effect. 5G lets you download more data more quickly, but you need the capacity on your device to store it, as do the whiz-bang games enabled by faster chips.\nApple is reaping the rewards. Its revenue is expected to jump 33%, to an amazing $365 billion, this year, though of course only a slice of that comes from additional memory options. But it shows how canny investment in improving the right technologies can have a multiplicative effect on profit even in the absence of blockbuster new features or flagship products—the average selling price of an iPhone jumped from $748 at the end of 2019 to $938 this March.\nSo while we wait for Apple to eventually reveal its Next Big Thing, whether in autonomous cars, smart glasses, or something else entirely, in the meantime the world’s most valuable company is showing just how profitable its game of inches has become.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882045683,"gmtCreate":1631634243542,"gmtModify":1631891279909,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882045683","repostId":"2167555852","repostType":4,"repost":{"id":"2167555852","kind":"highlight","pubTimestamp":1631623774,"share":"https://www.laohu8.com/m/news/2167555852?lang=&edition=full","pubTime":"2021-09-14 20:49","market":"us","language":"en","title":"The 1 FAANG Stock to Buy Hand Over Fist for the Second Half of 2021 (and Beyond)","url":"https://stock-news.laohu8.com/highlight/detail?id=2167555852","media":"Motley Fool","summary":"This technology company has grown steadily over the years and holds the promise for more amazing discoveries in the future.","content":"<p>Investors are probably familiar with FAANG stocks by now, seeing how these five companies -- <b><a href=\"https://laohu8.com/S/FB\">Facebook</a></b>, <b>Amazon</b>, <b>Apple</b>, <b>Netflix</b>, and <b>Alphabet </b>(NASDAQ:GOOG) (NASDAQ:GOOGL) -- have powered the <b>Nasdaq</b> index to all-time highs in the last decade. The prominence of these five technology companies cannot be overstated, and even during the pandemic, the FAANG fivesome has been responsible for pushing the technology index to a new all-time high.</p>\n<p>But if there's <a href=\"https://laohu8.com/S/AONE.U\">one</a> stock among the five that you should be thinking of buying today, it's Alphabet. Originally known as Google, or the \"G\" in the FAANG acronym, the company changed its name in 2015 to signify that it is far from a conventional business. Although Google is still a core part of Alphabet, the company is made up of a collection of disparate businesses that explore different technologies and industries.</p>\n<p>The above, as well as the fact that Alphabet is churning out superb numbers, are good reasons why you should not hesitate to scoop up shares of this internet giant.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84179534e131c393845805fc8c38a4ed\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>A growing cash machine</h2>\n<p>Alphabet's financial performance is impressive, which explains why the stock has nearly doubled in the past year alone. Revenue started at $90.3 billion in 2016 and more than doubled to $182.5 billion by 2020, while net income jumped from $19.5 billion to $40.3 billion over the same period. Moreover, capital spending has remained fairly constant even as operating cash flow increased, leading to higher levels of free cash flow for the business over the last several years.</p>\n<p>The company has shown that it can still grow rapidly, with its fiscal 2021 second-quarter revenue surging by 62% year over year. Increased technology adoption and digitalization were important factors that contributed to the rise, but Alphabet was already on a steady growth trajectory even before the pandemic broke out. Net income for the quarter more than doubled year over year to $18.5 billion, and the company's half-year net income of $36.5 billion has already exceeded the net income for the whole of 2019.</p>\n<h2>A culture of continuous improvement</h2>\n<p>The great thing about Alphabet is not only its financial numbers, but how the company strives to better the lives of all of us in myriad ways. The pandemic has highlighted just how innovative the company has been, as teams at Google launched more than 200 new products and features. A COVID-19 layer was also added to Google Maps to show information on cases to help people to plan their travel routes, and Google Meet, the company's videoconferencing software, was made free for anyone with a Gmail account.</p>\n<p>CEO Sundar Pichai offered a glimpse into new products and systems on the company's latest earnings conference call. A new artificial intelligence system called Lambda, with natural conversation capabilities, can help to make communication and computing more accessible to everyone. The upcoming version 12 of Android seeks to improve speed and power efficiency and can also personalize devices. while YouTube Shorts, a short-form video format similar to the popular TikTok, has been rolled out in more than 100 countries worldwide and has garnered more than 15 billion daily views.</p>\n<p>Alphabet is also investing $10 billion over the next five years to strengthen cybersecurity, as this is now a critical area of focus for many companies and governments. And let's not forget that the technology behemoth also has an \"Other Bets\" division that makes ambitious investments in new technology such as self-driving cars and healthcare data analytics.</p>\n<p>That's just a quick snapshot of Alphabet's biggest headlines in recent weeks. It would take a book to cover everything.</p>\n<h2>The allure of moonshots</h2>\n<p>At the heart of Alphabet's culture are \"moonshots,\" which help the business to branch out into adjacent or new technologies and nurture them into mature, thriving businesses. Essentially, the company is not interested in making just incremental changes to its products and services but is focused on looking for revolutionary change that can bring technology to a new level.</p>\n<p>As such, the company will not shy away from high-risk projects and encourages a culture of innovation that could see it discovering groundbreaking new technologies that could power the future. This, in essence, is what makes the future so exciting for an investor in Alphabet.</p>\n<h2>A long growth runway</h2>\n<p>The great news is that the company still has a long growth runway in front of it. Digital advertisement spending, for which Google's share was close to 29% of the U.S. market last year, grew 12.2% year over year in 2020 and shows signs of additional expansion.</p>\n<p>Alphabet continues to invest in new technologies and is also constantly improving its cloud services, search engine, and other features. With the pandemic as a tailwind for technology adoption, investors should feel confident that the company can continue to deliver. The stock is inexpensive, trading at just 26 times forward earnings, as it can probably chalk up consistent growth in revenue and net income for many more years.</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>The 1 FAANG Stock to Buy Hand Over Fist for the Second Half of 2021 (and Beyond)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 1 FAANG Stock to Buy Hand Over Fist for the Second Half of 2021 (and Beyond)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 20:49 GMT+8 <a href=https://www.fool.com/investing/2021/09/14/1-faang-stock-to-buy-hand-over-fist-in-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are probably familiar with FAANG stocks by now, seeing how these five companies -- Facebook, Amazon, Apple, Netflix, and Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) -- have powered the Nasdaq ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/14/1-faang-stock-to-buy-hand-over-fist-in-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2021/09/14/1-faang-stock-to-buy-hand-over-fist-in-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167555852","content_text":"Investors are probably familiar with FAANG stocks by now, seeing how these five companies -- Facebook, Amazon, Apple, Netflix, and Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) -- have powered the Nasdaq index to all-time highs in the last decade. The prominence of these five technology companies cannot be overstated, and even during the pandemic, the FAANG fivesome has been responsible for pushing the technology index to a new all-time high.\nBut if there's one stock among the five that you should be thinking of buying today, it's Alphabet. Originally known as Google, or the \"G\" in the FAANG acronym, the company changed its name in 2015 to signify that it is far from a conventional business. Although Google is still a core part of Alphabet, the company is made up of a collection of disparate businesses that explore different technologies and industries.\nThe above, as well as the fact that Alphabet is churning out superb numbers, are good reasons why you should not hesitate to scoop up shares of this internet giant.\nImage source: Getty Images.\nA growing cash machine\nAlphabet's financial performance is impressive, which explains why the stock has nearly doubled in the past year alone. Revenue started at $90.3 billion in 2016 and more than doubled to $182.5 billion by 2020, while net income jumped from $19.5 billion to $40.3 billion over the same period. Moreover, capital spending has remained fairly constant even as operating cash flow increased, leading to higher levels of free cash flow for the business over the last several years.\nThe company has shown that it can still grow rapidly, with its fiscal 2021 second-quarter revenue surging by 62% year over year. Increased technology adoption and digitalization were important factors that contributed to the rise, but Alphabet was already on a steady growth trajectory even before the pandemic broke out. Net income for the quarter more than doubled year over year to $18.5 billion, and the company's half-year net income of $36.5 billion has already exceeded the net income for the whole of 2019.\nA culture of continuous improvement\nThe great thing about Alphabet is not only its financial numbers, but how the company strives to better the lives of all of us in myriad ways. The pandemic has highlighted just how innovative the company has been, as teams at Google launched more than 200 new products and features. A COVID-19 layer was also added to Google Maps to show information on cases to help people to plan their travel routes, and Google Meet, the company's videoconferencing software, was made free for anyone with a Gmail account.\nCEO Sundar Pichai offered a glimpse into new products and systems on the company's latest earnings conference call. A new artificial intelligence system called Lambda, with natural conversation capabilities, can help to make communication and computing more accessible to everyone. The upcoming version 12 of Android seeks to improve speed and power efficiency and can also personalize devices. while YouTube Shorts, a short-form video format similar to the popular TikTok, has been rolled out in more than 100 countries worldwide and has garnered more than 15 billion daily views.\nAlphabet is also investing $10 billion over the next five years to strengthen cybersecurity, as this is now a critical area of focus for many companies and governments. And let's not forget that the technology behemoth also has an \"Other Bets\" division that makes ambitious investments in new technology such as self-driving cars and healthcare data analytics.\nThat's just a quick snapshot of Alphabet's biggest headlines in recent weeks. It would take a book to cover everything.\nThe allure of moonshots\nAt the heart of Alphabet's culture are \"moonshots,\" which help the business to branch out into adjacent or new technologies and nurture them into mature, thriving businesses. Essentially, the company is not interested in making just incremental changes to its products and services but is focused on looking for revolutionary change that can bring technology to a new level.\nAs such, the company will not shy away from high-risk projects and encourages a culture of innovation that could see it discovering groundbreaking new technologies that could power the future. This, in essence, is what makes the future so exciting for an investor in Alphabet.\nA long growth runway\nThe great news is that the company still has a long growth runway in front of it. Digital advertisement spending, for which Google's share was close to 29% of the U.S. market last year, grew 12.2% year over year in 2020 and shows signs of additional expansion.\nAlphabet continues to invest in new technologies and is also constantly improving its cloud services, search engine, and other features. With the pandemic as a tailwind for technology adoption, investors should feel confident that the company can continue to deliver. The stock is inexpensive, trading at just 26 times forward earnings, as it can probably chalk up consistent growth in revenue and net income for many more years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606266798,"gmtCreate":1638886712559,"gmtModify":1638886712559,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Seem like going to reach soon","listText":"Seem like going to reach soon","text":"Seem like going to reach soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606266798","repostId":"2189632657","repostType":2,"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852686392,"gmtCreate":1635261956562,"gmtModify":1635261956652,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Up up it goes","listText":"Up up it goes","text":"Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852686392","repostId":"2178401565","repostType":2,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853036934,"gmtCreate":1634740673657,"gmtModify":1634740673790,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Upgraded macbook. Up up it goes ","listText":"Upgraded macbook. Up up it goes ","text":"Upgraded macbook. Up up it goes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853036934","repostId":"1180374566","repostType":2,"repost":{"id":"1180374566","kind":"news","pubTimestamp":1634711468,"share":"https://www.laohu8.com/m/news/1180374566?lang=&edition=full","pubTime":"2021-10-20 14:31","market":"us","language":"en","title":"Apple's MacBook Pro Event: The Hidden Bullish Factors","url":"https://stock-news.laohu8.com/highlight/detail?id=1180374566","media":"Seeking Alpha","summary":"Summary\n\nApple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the event should be a bullish catalyst.</li>\n <li>Two key, yet underappreciated factors at play include (1) Apple's competitive supply chain position and (2) TAM expansion.</li>\n <li>Given robust business fundamentals, I doubt that AAPL will remain in this drawdown position for much longer.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc9b413d34e7e7a4e98291126300a550\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>volkankovancisoy/iStock Unreleased via Getty Images</span></p>\n<p>On the day that Apple (AAPL) unveiled its new set of MacBook Pro devices, shares of the Cupertino-based company jumped from a modest gain of 0.2% earlier in the morning to 1.2% at the closing bell. The obvious reasons for such an intraday spike are not hard to pinpoint: Apple introduced two new chips that, from a processing and graphics performance standpoint, promise to leave the competition in the dust.</p>\n<p>But I believe that there are more subtle reasons why Apple investors may have felt particularly bullish on October 18 – and that, maybe, could fuel the rally further as the market slowly prices in the upside potential. Below are a couple of bullish factors that I have identified, which I have not seen any analyst or expert mention in more detail so far.</p>\n<p><b>Apple rules the supply chain</b></p>\n<p>The talk of the town lately has been how the pandemic, more specifically the global economies' messy recovery from it, has been causing disruption to the supply chains. The tech space has been hit particularly hard by the crisis, as component shortages alone have caused some hardware vendors to expect a drop of more than ten percentage points in annual revenue growth this year.</p>\n<p>Confronted with the sector-wide challenges, Apple impressed by \"flexing its supply chain muscles\" during the October product launch event. Ahead of it, I found it plausible that the highly-anticipated new set of MacBook Pro laptops would face production delays. The risk would be even higher, in my view, if Apple boldly introduced not only a new 16-inch device but also rushed to bring to market a 14-inch trim to replace last year's 13-inch model during such a turbulent environment for tech device makers.</p>\n<p>In the end, Apple handily topped all my expectations. The 14.2-inch product was, in fact, launched on the same day as its 16.2-inch counterpart. Not only that, but Apple did not retire the 13-inch model, which effectively expanded (and added complexity to) Apple's PC portfolio. Lastly, but perhaps most impressively, all new products, which were fundamentally redesigned to accommodate the new M1 Pro and Max chips, will start shipping as early as next week – well ahead of the thick of the 2021 holiday shopping season.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24be483657228ce035330f7e50924aa5\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: company's video presentation</span></p>\n<p>Apple has reinforced my opinion that the company is, indeed, the king of inventory management. Former COO Tim Cook, a methodical operations manager at heart who has once advocated for \"managing [tech inventory] like you're in the dairy business\", has proven his value once again as the chief executive. Whether last year's transition from Intel-based (INTC) gear to Apple silicon played a key role or not, I believe that this was the perfect time for Apple to showcase what it is capable of doing within its supply chain, given concerns around the world that are unlikely to be put to rest anytime soon.</p>\n<p><b>Widening the TAM</b></p>\n<p>The second key, yet arguably underappreciated takeaway from Apple's October launch event was the widening of the total addressable market. Apple unveiled a 16.2-inch MacBook Pro with M1 Max chip that retails for as much as $6,100 at the highest configuration (Final Cut Pro and Logic Pro software not included in this number). At the same time, it chose not to discontinue the basic M1-equipped, much cheaper 13-inch device that was launched this time last year, allowing consumers entry into the MacBook Pro family for as little as $1,300.</p>\n<p>Apple did not limit the TAM expansion strategy to the Mac segment only. In very similar fashion, the company also announced the third generation of AirPods during the October event, but without discontinuing the second generation device. As a result, Apple now markets its flagship wireless headsets at a starting price of only $129 vs. $159 as recently as a couple of days ago – the company had already reached towards the higher end of the spectrum, when it launched the $550 AirPods Max less than a year ago. On the services side, Apple introduced the Apple Music Voice plan at a rock-bottom price of only $5, in a clear attempt to cater to price-sensitive music lovers.</p>\n<p>Apple has done something similar to the iPhone recently. Once upon a time, as recently as 2019, the company carried only a handful of smartphone models at a time. Last year, it widened its product offerings to include the iPhone 11, SE and Mini at the lower end; and the very pricey 12 Pro Max with three hard drive configurations at the higher end. The result was \"an iPhone for everyone\",a term coined by CEO Tim Cook himself last year – and, of course, an astonishing spike in smartphone sales in the past few quarters (see below).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4f93f0368df2d7e0f6cead60e3a2ea9\" tg-width=\"446\" tg-height=\"312\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p>\n<p><b>In summary</b></p>\n<p>I believe that this Monday's event served to reinforce the bullish thesis on Apple. Call it a super cycle or not, the company's products seem to be hitting the mark and meeting increased demand across nearly all major segments, even without the tailwinds of the stay-at-home economy. Apple has been one of the only top global tech device producers to gain market share in laptops and in smartphones lately, while it remains by far the most dominant player in smartwatches.</p>\n<p>I have favored an investment in the stock for as long as I remember, but admit that shares can reach valuations that are a bit hard to justify at times. Now, I believe that multiples are de-risked enough once again, as the chart below indicates. Notice how, on a forward P/E and EV/EBITDA bases, AAPL trades at roughly the same pre-pandemic levels of January 2020, back when interest rates were higher and Big Tech had not yet benefited from the impact of COVID-19 on consumer behavior.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42473aff5d3de50f7cca63998f96700c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Apple share price is down nearly 7% from its all-time high (to be clear, not a substantial pullback from the peak). But, given robust business fundamentals, I doubt that the stock will remain in this drawdown position for much longer.</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>Apple's MacBook Pro Event: The Hidden Bullish Factors</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's MacBook Pro Event: The Hidden Bullish Factors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-20 14:31 GMT+8 <a href=https://seekingalpha.com/article/4460539-apples-macbook-pro-event-the-hidden-bullish-factors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the event should be a bullish catalyst.\nTwo key, yet underappreciated factors at play include (1) Apple'...</p>\n\n<a href=\"https://seekingalpha.com/article/4460539-apples-macbook-pro-event-the-hidden-bullish-factors\">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://seekingalpha.com/article/4460539-apples-macbook-pro-event-the-hidden-bullish-factors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180374566","content_text":"Summary\n\nApple unveiled its new MacBook Pro devices on October 18, and today I elaborate on why the event should be a bullish catalyst.\nTwo key, yet underappreciated factors at play include (1) Apple's competitive supply chain position and (2) TAM expansion.\nGiven robust business fundamentals, I doubt that AAPL will remain in this drawdown position for much longer.\n\nvolkankovancisoy/iStock Unreleased via Getty Images\nOn the day that Apple (AAPL) unveiled its new set of MacBook Pro devices, shares of the Cupertino-based company jumped from a modest gain of 0.2% earlier in the morning to 1.2% at the closing bell. The obvious reasons for such an intraday spike are not hard to pinpoint: Apple introduced two new chips that, from a processing and graphics performance standpoint, promise to leave the competition in the dust.\nBut I believe that there are more subtle reasons why Apple investors may have felt particularly bullish on October 18 – and that, maybe, could fuel the rally further as the market slowly prices in the upside potential. Below are a couple of bullish factors that I have identified, which I have not seen any analyst or expert mention in more detail so far.\nApple rules the supply chain\nThe talk of the town lately has been how the pandemic, more specifically the global economies' messy recovery from it, has been causing disruption to the supply chains. The tech space has been hit particularly hard by the crisis, as component shortages alone have caused some hardware vendors to expect a drop of more than ten percentage points in annual revenue growth this year.\nConfronted with the sector-wide challenges, Apple impressed by \"flexing its supply chain muscles\" during the October product launch event. Ahead of it, I found it plausible that the highly-anticipated new set of MacBook Pro laptops would face production delays. The risk would be even higher, in my view, if Apple boldly introduced not only a new 16-inch device but also rushed to bring to market a 14-inch trim to replace last year's 13-inch model during such a turbulent environment for tech device makers.\nIn the end, Apple handily topped all my expectations. The 14.2-inch product was, in fact, launched on the same day as its 16.2-inch counterpart. Not only that, but Apple did not retire the 13-inch model, which effectively expanded (and added complexity to) Apple's PC portfolio. Lastly, but perhaps most impressively, all new products, which were fundamentally redesigned to accommodate the new M1 Pro and Max chips, will start shipping as early as next week – well ahead of the thick of the 2021 holiday shopping season.\nSource: company's video presentation\nApple has reinforced my opinion that the company is, indeed, the king of inventory management. Former COO Tim Cook, a methodical operations manager at heart who has once advocated for \"managing [tech inventory] like you're in the dairy business\", has proven his value once again as the chief executive. Whether last year's transition from Intel-based (INTC) gear to Apple silicon played a key role or not, I believe that this was the perfect time for Apple to showcase what it is capable of doing within its supply chain, given concerns around the world that are unlikely to be put to rest anytime soon.\nWidening the TAM\nThe second key, yet arguably underappreciated takeaway from Apple's October launch event was the widening of the total addressable market. Apple unveiled a 16.2-inch MacBook Pro with M1 Max chip that retails for as much as $6,100 at the highest configuration (Final Cut Pro and Logic Pro software not included in this number). At the same time, it chose not to discontinue the basic M1-equipped, much cheaper 13-inch device that was launched this time last year, allowing consumers entry into the MacBook Pro family for as little as $1,300.\nApple did not limit the TAM expansion strategy to the Mac segment only. In very similar fashion, the company also announced the third generation of AirPods during the October event, but without discontinuing the second generation device. As a result, Apple now markets its flagship wireless headsets at a starting price of only $129 vs. $159 as recently as a couple of days ago – the company had already reached towards the higher end of the spectrum, when it launched the $550 AirPods Max less than a year ago. On the services side, Apple introduced the Apple Music Voice plan at a rock-bottom price of only $5, in a clear attempt to cater to price-sensitive music lovers.\nApple has done something similar to the iPhone recently. Once upon a time, as recently as 2019, the company carried only a handful of smartphone models at a time. Last year, it widened its product offerings to include the iPhone 11, SE and Mini at the lower end; and the very pricey 12 Pro Max with three hard drive configurations at the higher end. The result was \"an iPhone for everyone\",a term coined by CEO Tim Cook himself last year – and, of course, an astonishing spike in smartphone sales in the past few quarters (see below).\nSource: DM Martins Research, data from company reports\nIn summary\nI believe that this Monday's event served to reinforce the bullish thesis on Apple. Call it a super cycle or not, the company's products seem to be hitting the mark and meeting increased demand across nearly all major segments, even without the tailwinds of the stay-at-home economy. Apple has been one of the only top global tech device producers to gain market share in laptops and in smartphones lately, while it remains by far the most dominant player in smartwatches.\nI have favored an investment in the stock for as long as I remember, but admit that shares can reach valuations that are a bit hard to justify at times. Now, I believe that multiples are de-risked enough once again, as the chart below indicates. Notice how, on a forward P/E and EV/EBITDA bases, AAPL trades at roughly the same pre-pandemic levels of January 2020, back when interest rates were higher and Big Tech had not yet benefited from the impact of COVID-19 on consumer behavior.\nData by YCharts\nApple share price is down nearly 7% from its all-time high (to be clear, not a substantial pullback from the peak). But, given robust business fundamentals, I doubt that the stock will remain in this drawdown position for much longer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823096942,"gmtCreate":1633563578713,"gmtModify":1633563578849,"author":{"id":"3581643603867637","authorId":"3581643603867637","name":"Kmlingc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643603867637","authorIdStr":"3581643603867637"},"themes":[],"htmlText":"Target price $217. This is good ","listText":"Target price $217. This is good ","text":"Target price $217. 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