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5 Reasons Amazon Could Deliver Higher Operating Profits in 2022
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2022-02-21
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As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023
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For the full year, the online retail giant generated $24.9 billion in operating income, up $2 billion from the year before.</p><p>Management is guiding for first-quarter operating income of between $3 billion and $6 billion, which would be a considerable decline from the $8.9 billion it generated in the first quarter last year. However, I'm optimistic operating margins will actually <i>expand</i> for the full year. Here are five reasons why.</p><h2><b>1. Lower depreciation expense</b></h2><p>Amazon is making a big accounting change for AWS: It's increasing the useful life for servers from four years to five years and network equipment from five years to six years. As a result, it will lower its depreciation expense in the first quarter by $1 billion. The impact in future quarters won't be as significant, but it's still a lot of money that's moving to its bottom line.</p><p>While depreciation expense isn't a cash expense that will have an immediate impact on Amazon's cash flow, it's worth pointing out that this is a real cost savings. The change is a result of Amazon's engineers working to make its operations more efficient and extend the life of its equipment. Over time, that means a greater return on assets for AWS.</p><p>That said, management continues to invest heavily in the fastest-growing segment of its business. It spent over $20 billion in capital expenditures related to AWS infrastructure in 2021 and expects to spend even more in 2022.</p><h2><b>2. A couple of important price increases</b></h2><p>The big news from Amazon's fourth-quarter report was the inclusion of a price hike for Amazon Prime. The annual subscription price in the U.S. will climb $20, and the monthly price will go up by $2. All told, that could add about $1.6 billion in annual revenue, based on an estimated 80 million U.S. households subscribed to the service. And since Amazon has already made the investments to justify the price increase, that's practically all going to flow to the bottom line.</p><p>Similarly, Amazon is increasing the prices for many of its third-party seller services. Merchants will have to pay up to 12% more for Amazon's fulfillment fees, and they'll see their storage fees increase during nonpeak months. Again, these fee increases should result in higher operating margins, as Amazon has already done the work to improve its fulfillment speed and capacity.</p><p>Going forward, CFO Brian Olsavsky says he expects capital expenditures for fulfillment to match the growth of the underlying business -- third-party seller services and online retail. So, it should start to see significant leverage.</p><h2><b>3. Reduced COVID-related expenses</b></h2><p>Amazon spent approximately $5 billion on COVID-related expenses in 2021. While the pandemic continues to rage on with the omicron variant, Amazon's up-front investments and now widely available vaccines should help continue lowering the costs. Removing these expenses should help boost the bottom line.</p><h2><b>4. Working through the labor shortage</b></h2><p>Amazon saw its fulfillment problem turn from a capacity issue into a labor issue in the second half of 2021. Despite hiring 273,000 new employees in the second half of the year, it's still facing challenges. Specifically, the rise of the omicron variant in December 2021 and January 2022 meant Amazon paid for a lot of sick leave plus a lot of overtime, effectively tripling its labor expense in some cases.</p><p>Amazon increased its wages across the board at the end of the third quarter to attract new workers and keep up with inflation. Overall, the labor shortage problem resulted in more than $4 billion in additional expenses in the fourth quarter compared to the prior-year period.</p><p>The pressuress of the labor shortage and inflation should ease over the course of the year, with Amazon lapping the impact in the second half. That should allow its operating profits to normalize.</p><h2><b>5. Growth coming from high-margin businesses</b></h2><p>Perhaps the biggest reason Amazon's operating margin will expand in 2022 is that its growth is coming from two high-margin businesses. Amazon broke out the results of its advertising business for the first time with its fourth-quarter report. The segment grew 32% year over year, up $2.4 billion -- roughly 20% of total revenue growth for the quarter.</p><p>Meanwhile, AWS revenue is accelerating, despite its massive scale. The cloud computing business grew 40% year over year, adding $5 billion in revenue from the prior-year period -- over 40% of total revenue growth for the quarter.</p><p>Both advertising and AWS generate much higher operating margins than the core retail business. With these two businesses producing much of Amazon's revenue growth, margins will naturally expand.</p><h2><b>Adding it all up</b></h2><p>While Amazon's first quarter may see suppressed operating profits versus the prior year, investors should see a rapid expansion over the next few quarters as it leverages its assets and laps increased COVID and labor expenses.</p></body></html>","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>5 Reasons Amazon Could Deliver Higher Operating Profits in 2022</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\">\n5 Reasons Amazon Could Deliver Higher Operating Profits in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 21:04 GMT+8 <a href=https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com (NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures,...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","AMZN":"亚马逊","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","BK4561":"索罗斯持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4566":"资本集团"},"source_url":"https://www.fool.com/investing/2022/02/21/amazon-could-deliver-higher-operating-profits/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2213198398","content_text":"Amazon.com (NASDAQ:AMZN) managed to eke out operating profit expansion in 2021 despite massive investments in its Amazon Web Services (AWS) infrastructure, fulfillment capacity, COVID safety measures, and labor force, all while battling inflation. For the full year, the online retail giant generated $24.9 billion in operating income, up $2 billion from the year before.Management is guiding for first-quarter operating income of between $3 billion and $6 billion, which would be a considerable decline from the $8.9 billion it generated in the first quarter last year. However, I'm optimistic operating margins will actually expand for the full year. Here are five reasons why.1. Lower depreciation expenseAmazon is making a big accounting change for AWS: It's increasing the useful life for servers from four years to five years and network equipment from five years to six years. As a result, it will lower its depreciation expense in the first quarter by $1 billion. The impact in future quarters won't be as significant, but it's still a lot of money that's moving to its bottom line.While depreciation expense isn't a cash expense that will have an immediate impact on Amazon's cash flow, it's worth pointing out that this is a real cost savings. The change is a result of Amazon's engineers working to make its operations more efficient and extend the life of its equipment. Over time, that means a greater return on assets for AWS.That said, management continues to invest heavily in the fastest-growing segment of its business. It spent over $20 billion in capital expenditures related to AWS infrastructure in 2021 and expects to spend even more in 2022.2. A couple of important price increasesThe big news from Amazon's fourth-quarter report was the inclusion of a price hike for Amazon Prime. The annual subscription price in the U.S. will climb $20, and the monthly price will go up by $2. All told, that could add about $1.6 billion in annual revenue, based on an estimated 80 million U.S. households subscribed to the service. And since Amazon has already made the investments to justify the price increase, that's practically all going to flow to the bottom line.Similarly, Amazon is increasing the prices for many of its third-party seller services. Merchants will have to pay up to 12% more for Amazon's fulfillment fees, and they'll see their storage fees increase during nonpeak months. Again, these fee increases should result in higher operating margins, as Amazon has already done the work to improve its fulfillment speed and capacity.Going forward, CFO Brian Olsavsky says he expects capital expenditures for fulfillment to match the growth of the underlying business -- third-party seller services and online retail. So, it should start to see significant leverage.3. Reduced COVID-related expensesAmazon spent approximately $5 billion on COVID-related expenses in 2021. While the pandemic continues to rage on with the omicron variant, Amazon's up-front investments and now widely available vaccines should help continue lowering the costs. Removing these expenses should help boost the bottom line.4. Working through the labor shortageAmazon saw its fulfillment problem turn from a capacity issue into a labor issue in the second half of 2021. Despite hiring 273,000 new employees in the second half of the year, it's still facing challenges. Specifically, the rise of the omicron variant in December 2021 and January 2022 meant Amazon paid for a lot of sick leave plus a lot of overtime, effectively tripling its labor expense in some cases.Amazon increased its wages across the board at the end of the third quarter to attract new workers and keep up with inflation. Overall, the labor shortage problem resulted in more than $4 billion in additional expenses in the fourth quarter compared to the prior-year period.The pressuress of the labor shortage and inflation should ease over the course of the year, with Amazon lapping the impact in the second half. That should allow its operating profits to normalize.5. Growth coming from high-margin businessesPerhaps the biggest reason Amazon's operating margin will expand in 2022 is that its growth is coming from two high-margin businesses. Amazon broke out the results of its advertising business for the first time with its fourth-quarter report. The segment grew 32% year over year, up $2.4 billion -- roughly 20% of total revenue growth for the quarter.Meanwhile, AWS revenue is accelerating, despite its massive scale. The cloud computing business grew 40% year over year, adding $5 billion in revenue from the prior-year period -- over 40% of total revenue growth for the quarter.Both advertising and AWS generate much higher operating margins than the core retail business. With these two businesses producing much of Amazon's revenue growth, margins will naturally expand.Adding it all upWhile Amazon's first quarter may see suppressed operating profits versus the prior year, investors should see a rapid expansion over the next few quarters as it leverages its assets and laps increased COVID and labor expenses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638227680,"gmtCreate":1645398368611,"gmtModify":1645398368873,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638227680","repostId":"2212867177","repostType":4,"repost":{"id":"2212867177","kind":"highlight","pubTimestamp":1645329608,"share":"https://www.laohu8.com/m/news/2212867177?lang=&edition=full","pubTime":"2022-02-20 12:00","market":"us","language":"en","title":"As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2212867177","media":"MarketWatch","summary":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo","content":"<html><head></head><body><p>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.</p><p>The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><b>A high valuation in a touchy market</b></p><p>Here's a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p>Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><b>Three ecommerce ETFs</b></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul><p>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><b>Ecommerce stock screen</b></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p>Leaving the list in the same order, here's a summary of analysts' opinions about the stocks:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023</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\">\nAs investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-20 12:00 GMT+8 <a href=https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth ...</p>\n\n<a href=\"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCOM":"携程网","PDD":"拼多多","UBER":"优步","CVNA":"Carvana Co.","SHOP":"Shopify Inc"},"source_url":"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212867177","content_text":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.A high valuation in a touchy marketHere's a three-year price chart for Shopify Inc. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:FACTSETThe stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500 and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.Three ecommerce ETFsIn order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:Ecommerce stock screenTogether, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.Source: FactSetLeaving the list in the same order, here's a summary of analysts' opinions about the stocks:Souce: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631496622,"gmtCreate":1644879547507,"gmtModify":1644879547733,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631496622","repostId":"2211527443","repostType":4,"repost":{"id":"2211527443","kind":"highlight","pubTimestamp":1644852728,"share":"https://www.laohu8.com/m/news/2211527443?lang=&edition=full","pubTime":"2022-02-14 23:32","market":"us","language":"en","title":"3 Bargain Growth Stocks That Are Screaming Buys in February","url":"https://stock-news.laohu8.com/highlight/detail?id=2211527443","media":"Motley Fool","summary":"With big pullbacks for these companies, you might want to look to buy while their valuations are more favorable.","content":"<html><head></head><body><p>2022 has been nothing short of volatile. Almost all stocks got crushed in January, and now February is a mixed bag of returns. Some high-growth stocks that have previously been hammered are starting to recover, but many are continuing their downtrend. This volatility is magnified during earnings season -- where companies can rise or fall 20% on an earnings report.</p><p>Long-term investors in this volatile period have the edge, however. They are not bound to the next month or even year, and they can focus on using this volatility to buy stocks at cheap prices that have not been seen in a long time. For investors looking to capitalize on market volatility and buy high-quality businesses at a cheap price, you might want to consider adding <a href=\"https://laohu8.com/S/PINS\">Pinterest </a>, <a href=\"https://laohu8.com/S/PUBM\">PubMatic </a>, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> to your portfolio. Here's why.</p><p><b><a href=\"https://laohu8.com/S/PINS\">Pinterest </a></b></p><p>Shares of Pinterest are still down 70% off their all-time high and trade at just 28 times forward earnings -- even cheaper than other social media stocks like <b>Match Group</b> (NASDAQ:MTCH) -- but the business is executing well. It reported fourth-quarter earnings, and the company's growth in its average revenue per user (ARPU) took the spotlight. The company saw 23% year-over-year growth across the world, driven by 62% growth in its international markets.</p><p>Pinterest has over 426 million users on its platform, and considering that social media giants like <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) have topped out at 2.9 billion users, the real opportunity comes from its ARPU growth. Yes, if Pinterest reached 2.9 billion users, that would represent a growth of 580% from here, but if the company can successfully expand its ARPU, this growth could be so much more. The company's international ARPU was just $0.57 in Q4, compared to Meta's $27.91. So the room to grow, even if the company won't reach Meta's levels of monetization, is immense.</p><p>While the company's user count should be monitored, it should not be the greatest concern. Pinterest has only been losing a small fraction of its users over the past year, and this quarter it lost just 6% year over year. Not ideal, but as long as its user count doesn't get cut in half over the next two years, the ability to capitalize on monetization success will still be prevalent. With shares now reaching "value stock" prices, picking up shares should at least be on long-term investors' radar.</p><p><b><a href=\"https://laohu8.com/S/PUBM\">PubMatic </a></b></p><p>When investors think of advertising technology, <b>The Trade Desk</b> (NASDAQ:TTD) likely springs to mind. However, investors should not count out the other side of adtech -- the supply side. After all, ad space suppliers also need help finding the best value for their ad space, and PubMatic helps them do that. Pubmatic is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing sell-side platforms in terms of organic growth, but if you look at the share price -- which is down 62% from its all-time high -- you might not have assumed that.</p><p>PubMatic grew its revenue by 54% year over year to $58 million in third-quarter 2021, which marked the fourth consecutive quarter of 50% or more revenue growth. This is expected to continue when it reports full-year results on Feb. 28 -- and likely for the next several years as well. The digital advertising space is expected to be worth $526 billion by 2024, meaning PubMatic has a runway to expand multiples from here.</p><p>PubMatic is only worth $1.4 billion, yet it is profitable and has net income margins of 19%. This financial maturity for such a small business could mean positive things about its financial picture in a decade. It trades for 31 times earnings -- a cheap multiple compared to its major competitor <b>Magnite</b> (NASDAQ:MGNI) -- making this stock a huge bargain right now.</p><p><b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b></p><p>MercadoLibre has become a dominant player in Latin American e-commerce, payments, and logistics, but with an all-time low valuation of eight times sales, you might have assumed something fundamentally changed with the business. MercadoLibre has only traded at eight times sales two other times in the past decade, so this valuation is quite literally a rock-bottom price.</p><p>However, the business is stronger than ever. Third-quarter revenue popped 73% year over year, hitting almost $2 billion -- $125 million of which fell to the bottom line in net income. The company has 79 million users, and while that would be a lot in the U.S., it is just a fraction of the Latin American population. There are over 635 million citizens in Latin America, meaning that MercadoLibre has plenty of room to continue adding users. As the leading platform in the space, it might be a mistake to not take advantage of this discounted company today.</p></body></html>","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>3 Bargain Growth Stocks That Are Screaming Buys in February</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Bargain Growth Stocks That Are Screaming Buys in February\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-14 23:32 GMT+8 <a href=https://www.fool.com/investing/2022/02/13/3-bargain-growth-stocks-that-are-screaming-buys-in/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022 has been nothing short of volatile. Almost all stocks got crushed in January, and now February is a mixed bag of returns. Some high-growth stocks that have previously been hammered are starting ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/13/3-bargain-growth-stocks-that-are-screaming-buys-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","PUBM":"PubMatic, Inc.","BK4525":"远程办公概念","BK4566":"资本集团","BK4009":"广告","MELI":"MercadoLibre","BK4508":"社交媒体","BK4524":"宅经济概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","PINS":"Pinterest, Inc.","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/02/13/3-bargain-growth-stocks-that-are-screaming-buys-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211527443","content_text":"2022 has been nothing short of volatile. Almost all stocks got crushed in January, and now February is a mixed bag of returns. Some high-growth stocks that have previously been hammered are starting to recover, but many are continuing their downtrend. This volatility is magnified during earnings season -- where companies can rise or fall 20% on an earnings report.Long-term investors in this volatile period have the edge, however. They are not bound to the next month or even year, and they can focus on using this volatility to buy stocks at cheap prices that have not been seen in a long time. For investors looking to capitalize on market volatility and buy high-quality businesses at a cheap price, you might want to consider adding Pinterest , PubMatic , and MercadoLibre to your portfolio. Here's why.Pinterest Shares of Pinterest are still down 70% off their all-time high and trade at just 28 times forward earnings -- even cheaper than other social media stocks like Match Group (NASDAQ:MTCH) -- but the business is executing well. It reported fourth-quarter earnings, and the company's growth in its average revenue per user (ARPU) took the spotlight. The company saw 23% year-over-year growth across the world, driven by 62% growth in its international markets.Pinterest has over 426 million users on its platform, and considering that social media giants like Meta Platforms (NASDAQ:FB) have topped out at 2.9 billion users, the real opportunity comes from its ARPU growth. Yes, if Pinterest reached 2.9 billion users, that would represent a growth of 580% from here, but if the company can successfully expand its ARPU, this growth could be so much more. The company's international ARPU was just $0.57 in Q4, compared to Meta's $27.91. So the room to grow, even if the company won't reach Meta's levels of monetization, is immense.While the company's user count should be monitored, it should not be the greatest concern. Pinterest has only been losing a small fraction of its users over the past year, and this quarter it lost just 6% year over year. Not ideal, but as long as its user count doesn't get cut in half over the next two years, the ability to capitalize on monetization success will still be prevalent. With shares now reaching \"value stock\" prices, picking up shares should at least be on long-term investors' radar.PubMatic When investors think of advertising technology, The Trade Desk (NASDAQ:TTD) likely springs to mind. However, investors should not count out the other side of adtech -- the supply side. After all, ad space suppliers also need help finding the best value for their ad space, and PubMatic helps them do that. Pubmatic is one of the fastest-growing sell-side platforms in terms of organic growth, but if you look at the share price -- which is down 62% from its all-time high -- you might not have assumed that.PubMatic grew its revenue by 54% year over year to $58 million in third-quarter 2021, which marked the fourth consecutive quarter of 50% or more revenue growth. This is expected to continue when it reports full-year results on Feb. 28 -- and likely for the next several years as well. The digital advertising space is expected to be worth $526 billion by 2024, meaning PubMatic has a runway to expand multiples from here.PubMatic is only worth $1.4 billion, yet it is profitable and has net income margins of 19%. This financial maturity for such a small business could mean positive things about its financial picture in a decade. It trades for 31 times earnings -- a cheap multiple compared to its major competitor Magnite (NASDAQ:MGNI) -- making this stock a huge bargain right now.MercadoLibreMercadoLibre has become a dominant player in Latin American e-commerce, payments, and logistics, but with an all-time low valuation of eight times sales, you might have assumed something fundamentally changed with the business. MercadoLibre has only traded at eight times sales two other times in the past decade, so this valuation is quite literally a rock-bottom price.However, the business is stronger than ever. Third-quarter revenue popped 73% year over year, hitting almost $2 billion -- $125 million of which fell to the bottom line in net income. The company has 79 million users, and while that would be a lot in the U.S., it is just a fraction of the Latin American population. There are over 635 million citizens in Latin America, meaning that MercadoLibre has plenty of room to continue adding users. As the leading platform in the space, it might be a mistake to not take advantage of this discounted company today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631656904,"gmtCreate":1644685777565,"gmtModify":1644685777834,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631656904","repostId":"1150133706","repostType":4,"repost":{"id":"1150133706","kind":"news","pubTimestamp":1644582981,"share":"https://www.laohu8.com/m/news/1150133706?lang=&edition=full","pubTime":"2022-02-11 20:36","market":"us","language":"en","title":"Under Armour Warned of Margin Hit Due to Higher Freight Expenses","url":"https://stock-news.laohu8.com/highlight/detail?id=1150133706","media":"Reuters","summary":"Under Armour Inc on Friday warned that its profit margin would be under pressure in the current quar","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/UAA\">Under Armour Inc</a> on Friday warned that its profit margin would be under pressure in the current quarter, as the sportswear maker incurs high transportation costs due to COVID-19-led disruptions to its supply chain.</p><p>Corporate America has raised prices of everything from burgers to hoodies to offset the pandemic-led inflation across the supply chain from labor to raw materials, but many companies could not fully offset the impact.</p><p>Under Armour has been forced to use pricier air freight to bring in its products from its manufacturing hubs in Asia to ensure its shelves are sufficiently stocked.</p><p>The company said on Friday its gross margin would be down 200 basis points in the quarter ending March 31, compared with last year's adjusted gross margin, hurt by a 240 basis points hit from higher freight expenses.</p><p>Under Armour added that supply chain constraints forced it to reduce its orders for spring-summer of 2022, as many factories that make its clothing are only just recovering from COVID-19 outbreaks and employee shortages.</p><p>However, strong demand for its athletic wear during the holiday season and higher prices of its hoodies and leggings helped it beat revenue estimates for the quarter ended Dec. 31.</p><p>The company's net revenue rose to $1.53 billion in the quarter ended Dec. 31, from $1.40 billion, a year earlier. Analysts polled by Refinitiv were expecting $1.47 billion.</p><p>Shares of Under Armour slid 2% in premarket trading.</p><p><img src=\"https://static.tigerbbs.com/a1235607d86c1cb1828c9a829bb3cc03\" tg-width=\"874\" tg-height=\"638\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Under Armour Warned of Margin Hit Due to Higher Freight Expenses</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\">\nUnder Armour Warned of Margin Hit Due to Higher Freight Expenses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 20:36 GMT+8 <a href=https://www.reuters.com/business/retail-consumer/under-armour-beats-revenue-estimates-2022-02-11/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Under Armour Inc on Friday warned that its profit margin would be under pressure in the current quarter, as the sportswear maker incurs high transportation costs due to COVID-19-led disruptions to its...</p>\n\n<a href=\"https://www.reuters.com/business/retail-consumer/under-armour-beats-revenue-estimates-2022-02-11/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UA":"安德玛公司C类股","UAA":"安德玛公司A类股"},"source_url":"https://www.reuters.com/business/retail-consumer/under-armour-beats-revenue-estimates-2022-02-11/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150133706","content_text":"Under Armour Inc on Friday warned that its profit margin would be under pressure in the current quarter, as the sportswear maker incurs high transportation costs due to COVID-19-led disruptions to its supply chain.Corporate America has raised prices of everything from burgers to hoodies to offset the pandemic-led inflation across the supply chain from labor to raw materials, but many companies could not fully offset the impact.Under Armour has been forced to use pricier air freight to bring in its products from its manufacturing hubs in Asia to ensure its shelves are sufficiently stocked.The company said on Friday its gross margin would be down 200 basis points in the quarter ending March 31, compared with last year's adjusted gross margin, hurt by a 240 basis points hit from higher freight expenses.Under Armour added that supply chain constraints forced it to reduce its orders for spring-summer of 2022, as many factories that make its clothing are only just recovering from COVID-19 outbreaks and employee shortages.However, strong demand for its athletic wear during the holiday season and higher prices of its hoodies and leggings helped it beat revenue estimates for the quarter ended Dec. 31.The company's net revenue rose to $1.53 billion in the quarter ended Dec. 31, from $1.40 billion, a year earlier. Analysts polled by Refinitiv were expecting $1.47 billion.Shares of Under Armour slid 2% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631960845,"gmtCreate":1644447634620,"gmtModify":1644447635477,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631960845","repostId":"1154751327","repostType":4,"repost":{"id":"1154751327","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":1644419033,"share":"https://www.laohu8.com/m/news/1154751327?lang=&edition=full","pubTime":"2022-02-09 23:03","market":"us","language":"en","title":"Alibaba Shares Jumped over 3% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154751327","media":"Tiger Newspress","summary":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to A","content":"<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>"The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG," SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, "might also suggest potential selling intention by SoftBank."</p><p>"Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS," Citi analysts including Alicia Yap wrote.</p><p>SoftBank's stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba's shares have fallen by 60% since highs in October 2020.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Shares Jumped over 3% 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\">\nAlibaba Shares Jumped over 3% 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\">2022-02-09 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>"The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG," SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, "might also suggest potential selling intention by SoftBank."</p><p>"Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS," Citi analysts including Alicia Yap wrote.</p><p>SoftBank's stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba's shares have fallen by 60% since highs in October 2020.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154751327","content_text":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.\"The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,\" SoftBank said in a statement to Reuters.E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, \"might also suggest potential selling intention by SoftBank.\"\"Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,\" Citi analysts including Alicia Yap wrote.SoftBank's stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba's shares have fallen by 60% since highs in October 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631071871,"gmtCreate":1644405683251,"gmtModify":1644405684143,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631071871","repostId":"2210530947","repostType":4,"repost":{"id":"2210530947","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1644398829,"share":"https://www.laohu8.com/m/news/2210530947?lang=&edition=full","pubTime":"2022-02-09 17:27","market":"us","language":"en","title":"5 Stocks To Watch For February 9, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2210530947","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects CVS Health Corporation (NYSE: CVS) to report quarterly earnings at $1.83 per share on revenue of $75.55 billion before the opening bell. CVS shares rose 1.1% to $112.00 in after-hours trading.\n","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b> CVS Health Corporation </b> (NYSE:CVS) to report quarterly earnings at $1.83 per share on revenue of $75.55 billion before the opening bell. CVS shares rose 1.1% to $112.00 in after-hours trading.</li><li><b>Chipotle Mexican Grill, Inc. </b> (NYSE:CMG) reported upbeat earnings for its fourth quarter. The company said it sees Q1 same-store sales up in mid to high single digits range. Chipotle shares surged 6.6% to $1,557.28 in the after-hours trading session.</li><li>Analysts are expecting <b> Fox Corporation </b> (NASDAQ:FOX) to have earned $0.49 per share on revenue of $7.84 billion for the latest quarter. The company will release earnings before the markets open. Fox shares gained 0.1% to $37.37 in after-hours trading.</li></ul><ul><li><b>Omnicom Group Inc. </b> (NYSE:OMC) reported better-than-expected results for its fourth quarter. Omnicom shares gained 5.2% to $83.00 in the after-hours trading session.</li><li>Analysts expect <b> The Walt Disney Company </b> (NYSE:DIS) to report quarterly earnings at $0.61 per share on revenue of $18.63 billion after the closing bell. Disney shares gained 0.5% to $143.25 in after-hours trading.</li></ul></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>5 Stocks To Watch For February 9, 2022</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\">\n5 Stocks To Watch For February 9, 2022\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-09 17:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b> CVS Health Corporation </b> (NYSE:CVS) to report quarterly earnings at $1.83 per share on revenue of $75.55 billion before the opening bell. CVS shares rose 1.1% to $112.00 in after-hours trading.</li><li><b>Chipotle Mexican Grill, Inc. </b> (NYSE:CMG) reported upbeat earnings for its fourth quarter. The company said it sees Q1 same-store sales up in mid to high single digits range. Chipotle shares surged 6.6% to $1,557.28 in the after-hours trading session.</li><li>Analysts are expecting <b> Fox Corporation </b> (NASDAQ:FOX) to have earned $0.49 per share on revenue of $7.84 billion for the latest quarter. The company will release earnings before the markets open. Fox shares gained 0.1% to $37.37 in after-hours trading.</li></ul><ul><li><b>Omnicom Group Inc. </b> (NYSE:OMC) reported better-than-expected results for its fourth quarter. Omnicom shares gained 5.2% to $83.00 in the after-hours trading session.</li><li>Analysts expect <b> The Walt Disney Company </b> (NYSE:DIS) to report quarterly earnings at $0.61 per share on revenue of $18.63 billion after the closing bell. Disney shares gained 0.5% to $143.25 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤","BK4196":"保健护理服务","BK4009":"广告","FOX":"福克斯-B","CVS":"西维斯健康","OMC":"宏盟集团","BK4125":"广播"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210530947","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects CVS Health Corporation (NYSE:CVS) to report quarterly earnings at $1.83 per share on revenue of $75.55 billion before the opening bell. CVS shares rose 1.1% to $112.00 in after-hours trading.Chipotle Mexican Grill, Inc. (NYSE:CMG) reported upbeat earnings for its fourth quarter. The company said it sees Q1 same-store sales up in mid to high single digits range. Chipotle shares surged 6.6% to $1,557.28 in the after-hours trading session.Analysts are expecting Fox Corporation (NASDAQ:FOX) to have earned $0.49 per share on revenue of $7.84 billion for the latest quarter. The company will release earnings before the markets open. Fox shares gained 0.1% to $37.37 in after-hours trading.Omnicom Group Inc. (NYSE:OMC) reported better-than-expected results for its fourth quarter. Omnicom shares gained 5.2% to $83.00 in the after-hours trading session.Analysts expect The Walt Disney Company (NYSE:DIS) to report quarterly earnings at $0.61 per share on revenue of $18.63 billion after the closing bell. Disney shares gained 0.5% to $143.25 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633397991,"gmtCreate":1643734692736,"gmtModify":1643734700979,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"👈","listText":"👈","text":"👈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633397991","repostId":"1196808170","repostType":4,"repost":{"id":"1196808170","kind":"news","pubTimestamp":1643709294,"share":"https://www.laohu8.com/m/news/1196808170?lang=&edition=full","pubTime":"2022-02-01 17:54","market":"us","language":"en","title":"Palantir: The Microsoft Of Artificial Intelligence","url":"https://stock-news.laohu8.com/highlight/detail?id=1196808170","media":"seekingalpha","summary":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir sits on top of other systems just like Windows does.</li><li>Gotham and Foundry are not the end but only the beginning.</li><li>Palantir's next 10 years could be like Microsoft's early years.</li><li>SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.</li></ul><p>Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia "It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. "</p><p>How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.</p><p>I have written about Palantir before in this article "Palantir Is About Data And Data Is The Future ". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.</p><p>In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.</p><p>Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.</p><p><b>1. Palantir sits on top of other systems just like Windows does.</b></p><p>What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).</p><p>That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.</p><p>Think about Windows for example.</p><p>Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.</p><p>Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.</p><p><b>2. Gotham and Foundry are not the end but only the beginning.</b></p><p>Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.</p><p>Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.</p><p>The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.</p><p>Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.</p><p><b>Per Palantir's COO Shyam Sankar:</b></p><blockquote>Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,</blockquote><p>Source:Seeking Alpha</p><p>So "building before the need is obvious" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.</p><p><b>3. Palantir's next 10 years could be like Microsoft's early years.</b></p><p>Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.</p><p>Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ad5e3e0e226264cba87e4902d1143ac\" tg-width=\"647\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and Author</span></p><p>Note Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.</p><p>The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.</p><p><img src=\"https://static.tigerbbs.com/d847b9f38da7f4f2a20ae04b3be26b07\" tg-width=\"1214\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p><p>The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.</p><p>Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf096508c2197eebaafaf7833770cb05\" tg-width=\"644\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/><span>NASDAQ and author</span></p><p><b>4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.</b></p><p>One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b22667e48e9a254fd11bd7ae4693ea1\" tg-width=\"416\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>Of course, those numbers do not include options provided to employees that have not been cashed in yet.</p><p>But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.</p><blockquote>The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.</blockquote><p>Source:Wikipedia</p><p>Add Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.</p><p>As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.</p><p>Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.</p><p><b>Conclusion:</b></p><p>Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.</p><p>That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.</p><p>There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.</p><p>And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.</p><p>How about the distance, speed, and spin of every golf stroke on the PGA Tour?</p><p>And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?</p><p>While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.</p><p>That's what Palantir knows and why it is an excellent long-term investment.</p><p>Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Microsoft Of Artificial Intelligence</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\">\nPalantir: The Microsoft Of Artificial Intelligence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 17:54 GMT+8 <a href=https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock ...</p>\n\n<a href=\"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4482952-palantir-stock-resembles-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1196808170","content_text":"SummaryPalantir sits on top of other systems just like Windows does.Gotham and Foundry are not the end but only the beginning.Palantir's next 10 years could be like Microsoft's early years.SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.Trying to define what uber-mysterious Palantir (PLTR) does is akin to Churchill's famous quote regarding Russia \"It is a riddle, wrapped in a mystery, inside an enigma; but perhaps there is a key. \"How can a company that's been in existence almost 20 years still be such a mystery to so many? My answer is: it's part of the plan.I have written about Palantir before in this article \"Palantir Is About Data And Data Is The Future \". In that article, I argued that the huge amount of data both existing and massively accumulating, is to artificial intelligence like raw meat is to a lion. If AI is indeed about data then something has to feed it, just like the lion. That something is Palantir.In this article, I will attempt to define PLTR as an operating system sitting on top of a user's various and sundry systems in order to easily access and order myriad data sources quickly and legibly.Here are four ways PLTR resembles Microsoft (MSFT) the most famous and successful operating system developer in history.1. Palantir sits on top of other systems just like Windows does.What do operating systems do? They sit on top of everything else including data, software, operations, etc. They manage everything underneath them so nothing gets out of control. In my estimation, the best, most descriptive name for an operating system is one I worked on decades ago: Master Control Program {MCP} from Unisys (see here). In fact, the name is so good it has been borrowed by the hugely successful Tron game (see here).That's what Gotham and Foundry do: they control what's beneath them, mainly huge amounts of uncorrelated data from various and sundry sources. They then use those results to feed the huge, voracious maw of AI.Think about Windows for example.Under Windows, you could convert a PDF file to a Word document, the Word document to text, the text file to Excel, and the Excel file into PowerPoint or SQL Server.Multiply the complexity of the data sources and endpoints by about 1,000 times and you have what Palantir does. But still, it is about mastering control and that's what operating systems do.2. Gotham and Foundry are not the end but only the beginning.Many years ago I bought an IBM PC with a 5MB (yep, MB not GB or TB) hard drive for a client to run his payroll on. It was running MS-DOS and Microsoft basic.Fast forward 30 some years later and we now have Microsoft Azure running every imaginable application for every imaginable customer on the cloud. And little old MS-DOS is now Office 365 many times connected to Windows Server.The point here is there is much more to come from PLTR in future years other than Gotham and Foundry. I am certain those new applications are in process as we speak.Where exactly will PLTR's systems be in 5, 10, or 20 years? I certainly don't know but I am willing to bet (by owning the stock) it will more than likely resemble Microsoft's historic path than say Oracle's.Per Palantir's COO Shyam Sankar:Of course, trillion dollar is well short of our ambition over the next 10 years. We always have and will always continue to focus on building cutting-edge product that the world needs anticipating the future, operating with precision, building before the need is obvious,Source:Seeking AlphaSo \"building before the need is obvious\" means there is much more coming from Palantir and, in fact, some of it is already on the way. Just like Microsoft, PLTR is building for a future that is unknown on the one hand but certain in others - there will be massively more data to be analyzed and whoever does it best will be the next Microsoft.3. Palantir's next 10 years could be like Microsoft's early years.Since Palantir was in business for 17 years before it went public I am going to compare PLTR to MSFT beginning in 1992 about 17 years after it was founded by Bill Gates and Paul Allen. MSFT's revenue in 1992 was about $1.5 billion close to Palantir's revenue of $1.1 billion in 2020.Just as a curiosity, let's look at MSFT's 3, 5, and 10-year future returns based upon the billion-plus revenue of 1992.NASDAQ and AuthorNote Palantir was also founded by two well-known tech investors Peter Thiel and Alex Karp. A little older than Microsoft's founders and perhaps a little wiser too.The hair is a little different but notice each picture has one guy in a sweater and one guy in a suit. That may or may not represent a strong investment correlation.The equivalent stock performance for PLTR from the initial listing date to now would be as shown below.Some analysts say PLTR is vastly overvalued and looking at the chart below you can see the logic of that argument. Both software companies were up 400%, but one in four months and one in five years.NASDAQ and author4. SBC (Stock Based Compensation) doesn't seem to have hurt Microsoft.One of the arguments Palantir critics often mention is an over-reliance on SBC driving up the PLTR share count from about 900 million in the 3rd quarter of 2020 to about two billion in the 3rd quarter of 2021.Seeking AlphaOf course, those numbers do not include options provided to employees that have not been cashed in yet.But if you look at MSFT, they have generated four billionaires and at least 12,000 millionaires.The company's 1986initial public offering(IPO), and subsequent rise in its share price, created three billionaires and an estimated 12,000 millionaires among Microsoft employees.Source:WikipediaAdd Steve Ballmer's $120 billion to the billionaire's list(see here)although he came to the party later. I am sure Steve had a ton ofSBC.As a comparison to MSFT's 12,000 millionaires, PLTR only has about 3,000 employees.Since MSFT currently has a market value of $2.5 trillion versus PLTR $40 billion, it would be hard to argue that SBC will hold PLTR back long-term.Conclusion:Artificial Intelligence without data (lots of data) is like Artificial Flowers - pretty, but borderline useless.That's why PLTR's current data acquisition/manipulation operating systems, Foundry and Gotham, are so important to their AI efforts. Those who have the best quality data will have the best AI.There can be little doubt that data and its related AI will be everywhere soon, from your phone to your TV to your garage door opener.And we are not talking about just digital data either. There will be data acquisition of voice, terrain, faxes, encrypted messages, texts, photographs, physical movements, people, and things.How about the distance, speed, and spin of every golf stroke on the PGA Tour?And Steph Curry's individual finger grip pressure, ball rotation, and tightness of his shoestrings on every 30-foot 3-pointer he makes?While the current estimates for the amount of data available and captured over the next 5, 10, or 20 years are high and growing, I think it is still vastly underestimated.That's what Palantir knows and why it is an excellent long-term investment.Buy PLTR if you have a long-term investment plan. It will prosper in any economic environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630686001,"gmtCreate":1642816141443,"gmtModify":1642816141729,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630686001","repostId":"1167151433","repostType":4,"repost":{"id":"1167151433","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":1642782548,"share":"https://www.laohu8.com/m/news/1167151433?lang=&edition=full","pubTime":"2022-01-22 00:29","market":"us","language":"en","title":"U.S. Stock Benchmarks Turn Positive LatE-morning in Volatile Friday Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=1167151433","media":"Tiger Newspress","summary":"U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&P 500 ri","content":"<html><head></head><body><p>U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&P 500 rises 0.2%; Nasdaq Composite advances 0.1%.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock Benchmarks Turn Positive LatE-morning in Volatile Friday Trade</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\">\nU.S. Stock Benchmarks Turn Positive LatE-morning in Volatile Friday Trade\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\">2022-01-22 00:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&P 500 rises 0.2%; Nasdaq Composite advances 0.1%.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167151433","content_text":"U.S. stock benchmarks turn positive late-morning in volatile Friday trade.Dow gains 0.4%; S&P 500 rises 0.2%; Nasdaq Composite advances 0.1%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630325736,"gmtCreate":1642719242675,"gmtModify":1642719242885,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630325736","repostId":"1141140061","repostType":4,"repost":{"id":"1141140061","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642696063,"share":"https://www.laohu8.com/m/news/1141140061?lang=&edition=full","pubTime":"2022-01-21 00:27","market":"us","language":"en","title":"Netflix could be Activision’s Plan B","url":"https://stock-news.laohu8.com/highlight/detail?id=1141140061","media":"Reuters","summary":"NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Act","content":"<html><head></head><body><p>NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Activision Blizzard, Netflix could be a surprise winner. The software giant’s $69 billion bid for the maker of “Call of Duty” is likely to run into trouble in Washington, which opens up the fray to rival bidders – particularly those who covet video game assets, and don’t face Microsoft’s high risk of regulatory challenges.</p><p>Microsoft agreed on Tuesday to pay Activision $95 per share in cash. That would be the Windows creator’s biggest dealread moreever. Yet investors are already telegraphing trouble ahead. Activision’s stock was trading at about a 15% discount to the offer price on Wednesday. Throw in a hefty break fee of up to $3 billion and it suggests regulatory risks are on the horizon.</p><p>While Microsoft hasn’t come in for scrutiny in the way Amazon.com , Google’s parent Alphabet, Facebook owner Meta Platforms or Apple have, it’s reasonable to think a $69 billion acquisition will raise hackles. At $2.3 trillion, Microsoft is second only in market value to Apple. The Department of Justice’s Jonathan Kanter and the Federal Trade Commission’s Lina Khan are moving away from traditional models of concentration, and are likely to testread moretheir theories in court.</p><p>That raises the possibility that another bidderread morecould turn investors’ heads, by offering a price similar to Microsoft’s, but with less risk of arduous antitrust battles. Netflix fits the bill. Its leaders Reed Hastings and Ted Sarandos have already highlighted gaming as a priority, and singled out Epic Games’ Fortnite as a rival for viewers’ attention. Netflix recently launched mobile games around franchises including “Stranger Things.” Unlike Microsoft, it currently doesn’t have a full-fledged gaming business.</p><p>True, the streaming firm has huge cash obligations to fund movies like “Don’t Look Up,” and is forecast to spend more than $18 billion this year according to MoffettNathanson estimates. But with a market value of $226 billion, it could always throw in a slug of stock. Though Netflix shares have sagged recently, they’ve delivered an annual return of 30% over the past five years, almost twice the return on Activision shares.</p><p>Part of that is precisely because Netflix has shunned splashy value-destructive acquisitions. Nonetheless, Hastings and Sarandos are right to worry about the competitive threat from Activision, Epic and their peers. And the only way to win is to play the game.</p><p><b>CONTEXT NEWS</b></p><p>- Microsoft said on Jan. 18 it plans to acquire Activision Blizzard for $95 a share in an all-cash transaction valued at $68.7 billion, inclusive of Activision’s net cash.</p><p>- The U.S. Department of Justice and the Federal Trade Commission said on the same day that they had begun the process of revising the agencies’ merger guidelines.</p><p>- Netflix will report fourth-quarter earnings on Jan. 20.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix could be Activision’s Plan B</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\">\nNetflix could be Activision’s Plan B\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-21 00:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Activision Blizzard, Netflix could be a surprise winner. The software giant’s $69 billion bid for the maker of “Call of Duty” is likely to run into trouble in Washington, which opens up the fray to rival bidders – particularly those who covet video game assets, and don’t face Microsoft’s high risk of regulatory challenges.</p><p>Microsoft agreed on Tuesday to pay Activision $95 per share in cash. That would be the Windows creator’s biggest dealread moreever. Yet investors are already telegraphing trouble ahead. Activision’s stock was trading at about a 15% discount to the offer price on Wednesday. Throw in a hefty break fee of up to $3 billion and it suggests regulatory risks are on the horizon.</p><p>While Microsoft hasn’t come in for scrutiny in the way Amazon.com , Google’s parent Alphabet, Facebook owner Meta Platforms or Apple have, it’s reasonable to think a $69 billion acquisition will raise hackles. At $2.3 trillion, Microsoft is second only in market value to Apple. The Department of Justice’s Jonathan Kanter and the Federal Trade Commission’s Lina Khan are moving away from traditional models of concentration, and are likely to testread moretheir theories in court.</p><p>That raises the possibility that another bidderread morecould turn investors’ heads, by offering a price similar to Microsoft’s, but with less risk of arduous antitrust battles. Netflix fits the bill. Its leaders Reed Hastings and Ted Sarandos have already highlighted gaming as a priority, and singled out Epic Games’ Fortnite as a rival for viewers’ attention. Netflix recently launched mobile games around franchises including “Stranger Things.” Unlike Microsoft, it currently doesn’t have a full-fledged gaming business.</p><p>True, the streaming firm has huge cash obligations to fund movies like “Don’t Look Up,” and is forecast to spend more than $18 billion this year according to MoffettNathanson estimates. But with a market value of $226 billion, it could always throw in a slug of stock. Though Netflix shares have sagged recently, they’ve delivered an annual return of 30% over the past five years, almost twice the return on Activision shares.</p><p>Part of that is precisely because Netflix has shunned splashy value-destructive acquisitions. Nonetheless, Hastings and Sarandos are right to worry about the competitive threat from Activision, Epic and their peers. And the only way to win is to play the game.</p><p><b>CONTEXT NEWS</b></p><p>- Microsoft said on Jan. 18 it plans to acquire Activision Blizzard for $95 a share in an all-cash transaction valued at $68.7 billion, inclusive of Activision’s net cash.</p><p>- The U.S. Department of Justice and the Federal Trade Commission said on the same day that they had begun the process of revising the agencies’ merger guidelines.</p><p>- Netflix will report fourth-quarter earnings on Jan. 20.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141140061","content_text":"NEW YORK, Jan 20 (Reuters Breakingviews) - If Microsoft has kicked off the game of who could buy Activision Blizzard, Netflix could be a surprise winner. The software giant’s $69 billion bid for the maker of “Call of Duty” is likely to run into trouble in Washington, which opens up the fray to rival bidders – particularly those who covet video game assets, and don’t face Microsoft’s high risk of regulatory challenges.Microsoft agreed on Tuesday to pay Activision $95 per share in cash. That would be the Windows creator’s biggest dealread moreever. Yet investors are already telegraphing trouble ahead. Activision’s stock was trading at about a 15% discount to the offer price on Wednesday. Throw in a hefty break fee of up to $3 billion and it suggests regulatory risks are on the horizon.While Microsoft hasn’t come in for scrutiny in the way Amazon.com , Google’s parent Alphabet, Facebook owner Meta Platforms or Apple have, it’s reasonable to think a $69 billion acquisition will raise hackles. At $2.3 trillion, Microsoft is second only in market value to Apple. The Department of Justice’s Jonathan Kanter and the Federal Trade Commission’s Lina Khan are moving away from traditional models of concentration, and are likely to testread moretheir theories in court.That raises the possibility that another bidderread morecould turn investors’ heads, by offering a price similar to Microsoft’s, but with less risk of arduous antitrust battles. Netflix fits the bill. Its leaders Reed Hastings and Ted Sarandos have already highlighted gaming as a priority, and singled out Epic Games’ Fortnite as a rival for viewers’ attention. Netflix recently launched mobile games around franchises including “Stranger Things.” Unlike Microsoft, it currently doesn’t have a full-fledged gaming business.True, the streaming firm has huge cash obligations to fund movies like “Don’t Look Up,” and is forecast to spend more than $18 billion this year according to MoffettNathanson estimates. But with a market value of $226 billion, it could always throw in a slug of stock. Though Netflix shares have sagged recently, they’ve delivered an annual return of 30% over the past five years, almost twice the return on Activision shares.Part of that is precisely because Netflix has shunned splashy value-destructive acquisitions. Nonetheless, Hastings and Sarandos are right to worry about the competitive threat from Activision, Epic and their peers. And the only way to win is to play the game.CONTEXT NEWS- Microsoft said on Jan. 18 it plans to acquire Activision Blizzard for $95 a share in an all-cash transaction valued at $68.7 billion, inclusive of Activision’s net cash.- The U.S. Department of Justice and the Federal Trade Commission said on the same day that they had begun the process of revising the agencies’ merger guidelines.- Netflix will report fourth-quarter earnings on Jan. 20.","news_type":1},"isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630019947,"gmtCreate":1642634023744,"gmtModify":1642634024577,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630019947","repostId":"1165083824","repostType":4,"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630019033,"gmtCreate":1642633986511,"gmtModify":1642633987266,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630019033","repostId":"1165083824","repostType":4,"repost":{"id":"1165083824","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":1642633400,"share":"https://www.laohu8.com/m/news/1165083824?lang=&edition=full","pubTime":"2022-01-20 07:03","market":"us","language":"en","title":"United Airlines Reported Q4 Beat, but the Stock Dipped 2% in the Extended Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1165083824","media":"Tiger Newspress","summary":"United Airlines (NASDAQ: UAL) reported its Q4 results, with EPS coming in at ($1.60), better than th","content":"<html><head></head><body><p>United Airlines (NASDAQ: UAL) reported its Q4 results, with EPS coming in at ($1.60), better than the consensus estimate of ($2.08). Quarterly revenue was $8.19 billion, beating the consensus estimate of $7.99 billion. Q4 capacity was down 23% compared to Q4/2019, but the stock dipped 2% in the extended trading.<img src=\"https://static.tigerbbs.com/118b781ce56ca035d179a3ab8a77d2a9\" tg-width=\"1126\" tg-height=\"757\" width=\"100%\" height=\"auto\"/>The company provided its Q1/2022 outlook, expecting capacity to be down 16% to 18%, compared to Q1/2019, and total operating revenue to be down 20% to 25%, compared to Q1/2019.</p><p>According to Scott Kirby, the CEO of United Airlines, the company remains optimistic about the spring and excited about the summer and beyond, while noting that the Omicron variant is impacting near-term demand. Kirby said the company looks forward to beginning to return the Pratt & Whitney 777s to service in Q1/2022 and getting the full airline back to normal utilization.</p><p>The company remains confident in its long-term financial targets from 2023 and 2026 CASM-ex1 United Next plan.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>United Airlines Reported Q4 Beat, but the Stock Dipped 2% in the Extended 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\">\nUnited Airlines Reported Q4 Beat, but the Stock Dipped 2% in the Extended 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\">2022-01-20 07:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>United Airlines (NASDAQ: UAL) reported its Q4 results, with EPS coming in at ($1.60), better than the consensus estimate of ($2.08). Quarterly revenue was $8.19 billion, beating the consensus estimate of $7.99 billion. Q4 capacity was down 23% compared to Q4/2019, but the stock dipped 2% in the extended trading.<img src=\"https://static.tigerbbs.com/118b781ce56ca035d179a3ab8a77d2a9\" tg-width=\"1126\" tg-height=\"757\" width=\"100%\" height=\"auto\"/>The company provided its Q1/2022 outlook, expecting capacity to be down 16% to 18%, compared to Q1/2019, and total operating revenue to be down 20% to 25%, compared to Q1/2019.</p><p>According to Scott Kirby, the CEO of United Airlines, the company remains optimistic about the spring and excited about the summer and beyond, while noting that the Omicron variant is impacting near-term demand. Kirby said the company looks forward to beginning to return the Pratt & Whitney 777s to service in Q1/2022 and getting the full airline back to normal utilization.</p><p>The company remains confident in its long-term financial targets from 2023 and 2026 CASM-ex1 United Next plan.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165083824","content_text":"United Airlines (NASDAQ: UAL) reported its Q4 results, with EPS coming in at ($1.60), better than the consensus estimate of ($2.08). Quarterly revenue was $8.19 billion, beating the consensus estimate of $7.99 billion. Q4 capacity was down 23% compared to Q4/2019, but the stock dipped 2% in the extended trading.The company provided its Q1/2022 outlook, expecting capacity to be down 16% to 18%, compared to Q1/2019, and total operating revenue to be down 20% to 25%, compared to Q1/2019.According to Scott Kirby, the CEO of United Airlines, the company remains optimistic about the spring and excited about the summer and beyond, while noting that the Omicron variant is impacting near-term demand. Kirby said the company looks forward to beginning to return the Pratt & Whitney 777s to service in Q1/2022 and getting the full airline back to normal utilization.The company remains confident in its long-term financial targets from 2023 and 2026 CASM-ex1 United Next plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697573669,"gmtCreate":1642546761574,"gmtModify":1642546761879,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697573669","repostId":"1161073453","repostType":4,"repost":{"id":"1161073453","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":1642518800,"share":"https://www.laohu8.com/m/news/1161073453?lang=&edition=full","pubTime":"2022-01-18 23:13","market":"us","language":"en","title":"Tesla shares rose nearly 2% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1161073453","media":"Tiger Newspress","summary":"Tesla shares rose nearly 2% in morning trading.","content":"<html><head></head><body><p>Tesla shares rose nearly 2% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/26ef699ab1e0dd6f1ea15c8a5b168de1\" tg-width=\"889\" tg-height=\"638\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares rose nearly 2% 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\">\nTesla shares rose nearly 2% 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\">2022-01-18 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares rose nearly 2% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/26ef699ab1e0dd6f1ea15c8a5b168de1\" tg-width=\"889\" tg-height=\"638\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161073453","content_text":"Tesla shares rose nearly 2% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692985113,"gmtCreate":1640828469598,"gmtModify":1640828469844,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692985113","repostId":"1124913360","repostType":4,"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692065043,"gmtCreate":1640793937684,"gmtModify":1640793937926,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Like] ","listText":"[Like] ","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692065043","repostId":"1139690145","repostType":4,"repost":{"id":"1139690145","kind":"news","pubTimestamp":1640785237,"share":"https://www.laohu8.com/m/news/1139690145?lang=&edition=full","pubTime":"2021-12-29 21:40","market":"us","language":"en","title":"Apple: Brace For A Bumpy 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1139690145","media":"Seeking Alpha","summary":"SummaryApple trades near all-time highs while growth forecasts through FY25 are meager.The huge holiday success of the Oculus Quest 2 VR device suggests Apple needs to invest more in the AR/VR market ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple trades near all-time highs while growth forecasts through FY25 are meager.</li><li>The huge holiday success of the Oculus Quest 2 VR device suggests Apple needs to invest more in the AR/VR market to succeed.</li><li>Apple hasn't grown capex spending in nearly a decade.</li><li>The stock trades at 32x FY22 EPS targets while more investing could further collapse already limited EPS growth targets.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5936eda8930ee883ce133a8b26532b1d\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>izusek/E+ via Getty Images</span></p><p><b>Apple</b>(AAPL) approached the all-time high of over $180 this week on more AR/VR hype. The surprise holiday success of the <b>Meta Platforms</b>(FB) Quest 2 device increased enthusiasm over the metaverse while Apple still remains up to a year away from launching their own device. My investment thesis remains increasing Bearish on the stock as investors pile into Apple at irrational valuations based on overhyped, unreleased products.</p><p><b>Metaverse Hype</b></p><p>After Christmas Day, the Oculus Quest 2 app soared to the No. 1 overall app in the U.S. Even days later, the Oculus app still ranks high in the App Store with a No. 3 ranking in the Free Entertainment category and a No. 12 overall ranking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35894a60377054cab5b0660c86854901\" tg-width=\"640\" tg-height=\"245\" width=\"100%\" height=\"auto\"/><span>Source: App Annie</span></p><p>Combined with Apple hiring the Meta Platforms communications and public relations head, the markets are full speed ahead on metaverse hype for the tech giant. The executive might have moved to Apple to lead the augmented reality products, but the company still isn't expected to launch a device until the 2H of 2022. Big questions exist on whether the device will make the crucial holidays period and whether Apple can even compete with the lead built by Oculus.</p><p>Meta had reportedly already shipped 10 million units of the Oculus Quest 2 going into the holiday shopping season.<b>Qualcomm</b>(QCOM) tried to backpedal on those numbers, but the CEO isn't going to state inaccurate third-party data.</p><p>A lot of these units would've been shipped in anticipation of strong holiday sales, but the holiday sales figure isn't known yet. The product retails for $299 suggesting Meta has achieved ~$3 billion in sales now providing the company with a comprehensive VR platform and the impetus for changing the corporate name from Facebook to Meta Platforms.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0be24e5b7be1fdfda2705c21e890b260\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"/><span>Source: Quest 2 website</span></p><p>Influential Apple analyst Katy Huberty previously predicted the company would sell 31 million devices at a price of $750 by FY26. In such a scenario, Apple would generate $29 billion in sales in 5 years from now. The company might top $400 billion in sales in a few years suggesting the hyped AR/VR product doesn't even deliver 10% of annual revenues.</p><p>In essence, the excitement over the AR/VR device could cause Apple to rally. The big debate is whether such a move is logical considering this sales target requires the tech giant to sell the product for 150% above the base price of the Oculus device.</p><p>Apple analyst Ming-Chi Kuo has the mixed-reality device starting at $1,000 and selling ~3.0 million units in FY23 and 10 million units in what would amount to FY25. The second-generation product would be released in 2024 and revenues would hit anywhere from $3 billion to $10 billion in FY23 to FY25.</p><p>These amounts won't move the needle at Apple and are very questionable considering the high price tags in comparison to Oculus devices already on the market.</p><p><b>CapEx Questions</b></p><p>By the time Apple launches their AR/VR device, the tech giant will already face an entrenched sector leader spending $10 billion annually. Apple only spends $11 billion on capex making one wonder if the tech giant can sustain current profits while needing to invest aggressively in metaverse devices and autonomous vehicles.</p><p>Apple has historically spent limited amounts on capex in comparison to revenues. Over the last decade under the leadership of Tim Cook, the tech giant hasn't boosted capex meaningfully with the TTM amount during COVID-19 shutdowns dipping down to the $8 billion level similar to a decade ago.</p><p><img src=\"https://static.tigerbbs.com/4220d17615de21af2b27977ae05eebdb\" tg-width=\"635\" tg-height=\"500\" width=\"100%\" height=\"auto\"/></p><p>In fact, Apple only spends $11+ billion on capex while Meta Platforms just proposed losing $10+ billion on the metaverse alone.<b>Alphabet</b>(GOOG,GOOGL) already spends $24 billion annually to invest in categories such as AV technology. Even <b>Microsoft</b>(MSFT) spends $24 billion on capex questioning how Apple can beat these very capable tech giants while spending what is quickly amounting to half of these other trillion-dollar companies.</p><p>Meta forecast spending an incredible capex range of $29 to $34 billion next year, up from just $19 billion in 2021. The company is trying to separate from Apple while Apple's capex spending has been stagnating for a decade. Noteworthy, Apple was the leader in capex spending when the company was truly innovating with the iPhone and the iPad while Apple is probably only spending in the millions now on the AR/VR device.</p><p>The numbers support investor concerns that Apple has relied entirely on expanding existing products via maintenance capex on products such as the iPhone and Mac and transitioning to the Watch. The company has far under-invested in growth areas such as AVs and metaverse devices while the market expects irrational success despite these potentials under investments. These products require new technology, not enhancements and modifications of existing products.</p><p>Of course, Meta or Alphabet spending more doesn't guarantee success. These companies could be throwing cash at inefficient processes or hiring unnecessary employees not providing the desired productivity before the market is ready for the products. At the same time, Apple would become possibly the first tech company to win new categories by investing far less.</p><p>Any announcement on ramped-up spending could launch an arms race reducing the profit growth of Apple. Analysts only forecast 5% annual EPS growth now through FY25 amounting to ~$0.30 per share boost to profits. The EPS target only grows from $5.71 in FY22 to $6.56 in FY25.</p><p>With 16.4 billion shares outstanding, the EPS growth amounts to ~$5 billion in additional profits per year. Apple probably needs to boost capex by a similar amount cutting most of the cash flow growth out of the current analyst forecasts.</p><p>After a decade of dropping additional gross profits to the bottom line due to flat spending on capex, Apple needs to start ramping up capex spending. The market might decide now isn't the time to keep paying a premium valuation for the stock after not factoring in the need for the tech giant to seriously ramp up capex. A lot of these tech giants have avoided past arms races with most products not really crossing over with these other players.</p><p><b>Takeaway</b></p><p>The key investor takeaway is that Apple remains priced for perfection while the company faces a bumpy 2022. Analysts already forecasted limited revenue and EPS growth over the next few years due to COVID-19 and 5G wireless pull forwards while the company needs to invest more in new products to succeed.</p><p>As the stock rallies to a $3 trillion valuation, investors need to prepare for weakness in 2022. Any signs of the need to ramp up spending will further crunch any expectations for EPS growth through FY25 and hurt the stock.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Brace For A Bumpy 2022</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: Brace For A Bumpy 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-29 21:40 GMT+8 <a href=https://seekingalpha.com/article/4477134-apple-brace-for-a-bumpy-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple trades near all-time highs while growth forecasts through FY25 are meager.The huge holiday success of the Oculus Quest 2 VR device suggests Apple needs to invest more in the AR/VR market ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477134-apple-brace-for-a-bumpy-2022\">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/4477134-apple-brace-for-a-bumpy-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139690145","content_text":"SummaryApple trades near all-time highs while growth forecasts through FY25 are meager.The huge holiday success of the Oculus Quest 2 VR device suggests Apple needs to invest more in the AR/VR market to succeed.Apple hasn't grown capex spending in nearly a decade.The stock trades at 32x FY22 EPS targets while more investing could further collapse already limited EPS growth targets.izusek/E+ via Getty ImagesApple(AAPL) approached the all-time high of over $180 this week on more AR/VR hype. The surprise holiday success of the Meta Platforms(FB) Quest 2 device increased enthusiasm over the metaverse while Apple still remains up to a year away from launching their own device. My investment thesis remains increasing Bearish on the stock as investors pile into Apple at irrational valuations based on overhyped, unreleased products.Metaverse HypeAfter Christmas Day, the Oculus Quest 2 app soared to the No. 1 overall app in the U.S. Even days later, the Oculus app still ranks high in the App Store with a No. 3 ranking in the Free Entertainment category and a No. 12 overall ranking.Source: App AnnieCombined with Apple hiring the Meta Platforms communications and public relations head, the markets are full speed ahead on metaverse hype for the tech giant. The executive might have moved to Apple to lead the augmented reality products, but the company still isn't expected to launch a device until the 2H of 2022. Big questions exist on whether the device will make the crucial holidays period and whether Apple can even compete with the lead built by Oculus.Meta had reportedly already shipped 10 million units of the Oculus Quest 2 going into the holiday shopping season.Qualcomm(QCOM) tried to backpedal on those numbers, but the CEO isn't going to state inaccurate third-party data.A lot of these units would've been shipped in anticipation of strong holiday sales, but the holiday sales figure isn't known yet. The product retails for $299 suggesting Meta has achieved ~$3 billion in sales now providing the company with a comprehensive VR platform and the impetus for changing the corporate name from Facebook to Meta Platforms.Source: Quest 2 websiteInfluential Apple analyst Katy Huberty previously predicted the company would sell 31 million devices at a price of $750 by FY26. In such a scenario, Apple would generate $29 billion in sales in 5 years from now. The company might top $400 billion in sales in a few years suggesting the hyped AR/VR product doesn't even deliver 10% of annual revenues.In essence, the excitement over the AR/VR device could cause Apple to rally. The big debate is whether such a move is logical considering this sales target requires the tech giant to sell the product for 150% above the base price of the Oculus device.Apple analyst Ming-Chi Kuo has the mixed-reality device starting at $1,000 and selling ~3.0 million units in FY23 and 10 million units in what would amount to FY25. The second-generation product would be released in 2024 and revenues would hit anywhere from $3 billion to $10 billion in FY23 to FY25.These amounts won't move the needle at Apple and are very questionable considering the high price tags in comparison to Oculus devices already on the market.CapEx QuestionsBy the time Apple launches their AR/VR device, the tech giant will already face an entrenched sector leader spending $10 billion annually. Apple only spends $11 billion on capex making one wonder if the tech giant can sustain current profits while needing to invest aggressively in metaverse devices and autonomous vehicles.Apple has historically spent limited amounts on capex in comparison to revenues. Over the last decade under the leadership of Tim Cook, the tech giant hasn't boosted capex meaningfully with the TTM amount during COVID-19 shutdowns dipping down to the $8 billion level similar to a decade ago.In fact, Apple only spends $11+ billion on capex while Meta Platforms just proposed losing $10+ billion on the metaverse alone.Alphabet(GOOG,GOOGL) already spends $24 billion annually to invest in categories such as AV technology. Even Microsoft(MSFT) spends $24 billion on capex questioning how Apple can beat these very capable tech giants while spending what is quickly amounting to half of these other trillion-dollar companies.Meta forecast spending an incredible capex range of $29 to $34 billion next year, up from just $19 billion in 2021. The company is trying to separate from Apple while Apple's capex spending has been stagnating for a decade. Noteworthy, Apple was the leader in capex spending when the company was truly innovating with the iPhone and the iPad while Apple is probably only spending in the millions now on the AR/VR device.The numbers support investor concerns that Apple has relied entirely on expanding existing products via maintenance capex on products such as the iPhone and Mac and transitioning to the Watch. The company has far under-invested in growth areas such as AVs and metaverse devices while the market expects irrational success despite these potentials under investments. These products require new technology, not enhancements and modifications of existing products.Of course, Meta or Alphabet spending more doesn't guarantee success. These companies could be throwing cash at inefficient processes or hiring unnecessary employees not providing the desired productivity before the market is ready for the products. At the same time, Apple would become possibly the first tech company to win new categories by investing far less.Any announcement on ramped-up spending could launch an arms race reducing the profit growth of Apple. Analysts only forecast 5% annual EPS growth now through FY25 amounting to ~$0.30 per share boost to profits. The EPS target only grows from $5.71 in FY22 to $6.56 in FY25.With 16.4 billion shares outstanding, the EPS growth amounts to ~$5 billion in additional profits per year. Apple probably needs to boost capex by a similar amount cutting most of the cash flow growth out of the current analyst forecasts.After a decade of dropping additional gross profits to the bottom line due to flat spending on capex, Apple needs to start ramping up capex spending. The market might decide now isn't the time to keep paying a premium valuation for the stock after not factoring in the need for the tech giant to seriously ramp up capex. A lot of these tech giants have avoided past arms races with most products not really crossing over with these other players.TakeawayThe key investor takeaway is that Apple remains priced for perfection while the company faces a bumpy 2022. Analysts already forecasted limited revenue and EPS growth over the next few years due to COVID-19 and 5G wireless pull forwards while the company needs to invest more in new products to succeed.As the stock rallies to a $3 trillion valuation, investors need to prepare for weakness in 2022. Any signs of the need to ramp up spending will further crunch any expectations for EPS growth through FY25 and hurt the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692062485,"gmtCreate":1640793901871,"gmtModify":1640793902119,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Like] ","listText":"[Like] ","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692062485","repostId":"1147073840","repostType":4,"repost":{"id":"1147073840","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640786111,"share":"https://www.laohu8.com/m/news/1147073840?lang=&edition=full","pubTime":"2021-12-29 21:55","market":"us","language":"en","title":"10 Biggest Price Target Changes For Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1147073840","media":"Benzinga","summary":"Tigress Financial lifted the price target on McDonald's Corporation (NYSE:MCD) from $271 to $314. Mc","content":"<html><head></head><body><p>Tigress Financial lifted the price target on McDonald's Corporation (NYSE:MCD) from $271 to $314. McDonald's shares fell 0.1% to close at $267.88 on Tuesday.</p><p>Argus Research boosted the price target on Cintas Corporation (NASDAQ:CTAS) from $410 to $490. Cintas shares rose 0.5% to close at $444.10 on Tuesday.</p><p>Needham boosted Tenable Holdings, Inc. (NASDAQ:TENB) price target from $62 to $66. Tenable shares fell 0.8% to close at $55.46 on Tuesday.</p><p>B of A Securities cut Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) price target from $37 to $34. Kiniksa Pharmaceuticals shares rose 1.8% to $12.35 in pre-market trading.</p><p>HC Wainwright & Co. raised Dynavax Technologies Corporation (NASDAQ:DVAX) price target from $23 to $28. Dynavax Technologies shares gained 1.4% to $14.40 in pre-market trading.</p><p>Needham cut the price target on Cellebrite DI Ltd. (NASDAQ:CLBT) from $12 to $9.5. Cellebrite DI shares rose 5.2% to close at $8.35 on Tuesday.</p><p>Compass Point boosted Bluerock Residential Growth REIT, Inc. (NYSE:BRG) price target from $14.5 to $27. Bluerock Residential Growth shares fell 1.7% to $26.22 in pre-market trading.</p><p>Needham lowered the price target for <a href=\"https://laohu8.com/S/NABL\">N-able, Inc.</a> (NASDAQ:NABL) from $17 to $13.5. N-able shares fell 2.9% to $10.89 in pre-market trading.</p><p>Argus Research raised the price target for Edison International (NYSE:EIX) from $68 to $73. Edison International shares rose 0.1% to $68.21 in pre-market trading.</p><p>Needham lifted <a href=\"https://laohu8.com/S/MSP\">Datto Holding Corp.</a> (NYSE:MSP) price target from $29 to $32. Datto Holding shares fell 3.5% to $26.00 in pre-market trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 Biggest Price Target Changes For Wednesday</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\">\n10 Biggest Price Target Changes For Wednesday\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-12-29 21:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tigress Financial lifted the price target on McDonald's Corporation (NYSE:MCD) from $271 to $314. McDonald's shares fell 0.1% to close at $267.88 on Tuesday.</p><p>Argus Research boosted the price target on Cintas Corporation (NASDAQ:CTAS) from $410 to $490. Cintas shares rose 0.5% to close at $444.10 on Tuesday.</p><p>Needham boosted Tenable Holdings, Inc. (NASDAQ:TENB) price target from $62 to $66. Tenable shares fell 0.8% to close at $55.46 on Tuesday.</p><p>B of A Securities cut Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) price target from $37 to $34. Kiniksa Pharmaceuticals shares rose 1.8% to $12.35 in pre-market trading.</p><p>HC Wainwright & Co. raised Dynavax Technologies Corporation (NASDAQ:DVAX) price target from $23 to $28. Dynavax Technologies shares gained 1.4% to $14.40 in pre-market trading.</p><p>Needham cut the price target on Cellebrite DI Ltd. (NASDAQ:CLBT) from $12 to $9.5. Cellebrite DI shares rose 5.2% to close at $8.35 on Tuesday.</p><p>Compass Point boosted Bluerock Residential Growth REIT, Inc. (NYSE:BRG) price target from $14.5 to $27. Bluerock Residential Growth shares fell 1.7% to $26.22 in pre-market trading.</p><p>Needham lowered the price target for <a href=\"https://laohu8.com/S/NABL\">N-able, Inc.</a> (NASDAQ:NABL) from $17 to $13.5. N-able shares fell 2.9% to $10.89 in pre-market trading.</p><p>Argus Research raised the price target for Edison International (NYSE:EIX) from $68 to $73. Edison International shares rose 0.1% to $68.21 in pre-market trading.</p><p>Needham lifted <a href=\"https://laohu8.com/S/MSP\">Datto Holding Corp.</a> (NYSE:MSP) price target from $29 to $32. Datto Holding shares fell 3.5% to $26.00 in pre-market trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVAX":"德纳维制药","TGT":"塔吉特","BK4114":"综合货品商店","BK4532":"文艺复兴科技持仓","MSP":"Datto Holding Corp.","BK4533":"AQR资本管理(全球第二大对冲基金)","CLBT":"Cellebrite","CTAS":"信达思","KNSA":"Kiniksa Pharmaceuticals Ltd.","EIX":"爱迪生国际","MCD":"麦当劳","BK4504":"桥水持仓","TENB":"Tenable Holdings Inc.","NABL":"N-able, Inc.","BRG":"Bluerock Residential Growth REIT Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147073840","content_text":"Tigress Financial lifted the price target on McDonald's Corporation (NYSE:MCD) from $271 to $314. McDonald's shares fell 0.1% to close at $267.88 on Tuesday.Argus Research boosted the price target on Cintas Corporation (NASDAQ:CTAS) from $410 to $490. Cintas shares rose 0.5% to close at $444.10 on Tuesday.Needham boosted Tenable Holdings, Inc. (NASDAQ:TENB) price target from $62 to $66. Tenable shares fell 0.8% to close at $55.46 on Tuesday.B of A Securities cut Kiniksa Pharmaceuticals, Ltd. (NASDAQ:KNSA) price target from $37 to $34. Kiniksa Pharmaceuticals shares rose 1.8% to $12.35 in pre-market trading.HC Wainwright & Co. raised Dynavax Technologies Corporation (NASDAQ:DVAX) price target from $23 to $28. Dynavax Technologies shares gained 1.4% to $14.40 in pre-market trading.Needham cut the price target on Cellebrite DI Ltd. (NASDAQ:CLBT) from $12 to $9.5. Cellebrite DI shares rose 5.2% to close at $8.35 on Tuesday.Compass Point boosted Bluerock Residential Growth REIT, Inc. (NYSE:BRG) price target from $14.5 to $27. Bluerock Residential Growth shares fell 1.7% to $26.22 in pre-market trading.Needham lowered the price target for N-able, Inc. (NASDAQ:NABL) from $17 to $13.5. N-able shares fell 2.9% to $10.89 in pre-market trading.Argus Research raised the price target for Edison International (NYSE:EIX) from $68 to $73. Edison International shares rose 0.1% to $68.21 in pre-market trading.Needham lifted Datto Holding Corp. (NYSE:MSP) price target from $29 to $32. Datto Holding shares fell 3.5% to $26.00 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696536335,"gmtCreate":1640732170745,"gmtModify":1640732171027,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[666] ","listText":"[666] ","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696536335","repostId":"1118096605","repostType":4,"repost":{"id":"1118096605","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":1640702927,"share":"https://www.laohu8.com/m/news/1118096605?lang=&edition=full","pubTime":"2021-12-28 22:48","market":"us","language":"en","title":"Meta Platforms Stock Climbed More Than 1% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1118096605","media":"Tiger Newspress","summary":"Meta Platforms stock climbed more than 1% in morning trading as Facebook stock could get a big boost","content":"<p>Meta Platforms stock climbed more than 1% in morning trading as Facebook stock could get a big boost from surging Oculus sales,analyst said.</p>\n<p><img src=\"https://static.tigerbbs.com/e2ae2b8db56f2dada813c9b14eab1bc1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Meta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday season, underscoring one reason why shares of the social media giant remain a buy, says Jefferies analyst Brent Thill.</p>\n<p>Based on new research by Thill on Tuesday, the Oculus app was the number one most downloaded app in the App store on Christmas Day. Oculus downloads and daily active users on Christmas Day surged 70% and 90%, respectively, from the prior year.</p>\n<p>The gains are impressive in the sense the Quest 2 isn't cheap at nearly $400.</p>\n<p>\"We view this massive uptick in app usage as evidence that the improved slate of games and experiences is resonating with users and that Quest 2 sales are likely to surprise. Quest 2s were popular gifts in our households this Christmas with 'SuperHot' and 'Eleven Table Tennis' among our favorite games,\" Thill said.</p>\n<p>Added Thill, \"As teens spend an increasing amount of time on services like SNAP, TikTok, RBLX, and Fortnite it is becoming more challenging for FB to attract and retain younger users. We believe that Quest 2 could serve as an on-ramp for attracting these users, as they can more easily be introduced to FB's diverse offering of games, experiences, and social platforms. We also see Oculus' mainstream success as a potential catalyst for game developers to work more closely with FB.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5fc51977410835f4bf21d41b7b66fa\" tg-width=\"960\" tg-height=\"604\" width=\"100%\" height=\"auto\"><span>Oculus was a hot seller this holiday season.</span></p>\n<p>Thill — a long-time Meta bull — maintained a Buy rating on Meta with a price target of $420.</p>\n<p>While Thill acknowledges headline risk to Meta's stock from privacy concerns, he contends valuation is too compelling to ignore in light of key fundamental drivers such as Oculus.</p>\n<p>\"Our most recent advertiser checks point to a healthy environment for digital ad spending. Additionally, recent Mastercard data indicates that online retail Holiday sales were up 11% year-over-year (and 61% vs. 2019), providing further evidence that holiday ad demand was likely robust. With the stock trading at just 20x FY23E earnings per share (vs. Nasdaq comparable 26x), we see plenty of opportunity for a higher stock over the next 12 months,\" Thill concluded.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Stock Climbed More Than 1% 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\">\nMeta Platforms Stock Climbed More Than 1% 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\">2021-12-28 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meta Platforms stock climbed more than 1% in morning trading as Facebook stock could get a big boost from surging Oculus sales,analyst said.</p>\n<p><img src=\"https://static.tigerbbs.com/e2ae2b8db56f2dada813c9b14eab1bc1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>Meta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday season, underscoring one reason why shares of the social media giant remain a buy, says Jefferies analyst Brent Thill.</p>\n<p>Based on new research by Thill on Tuesday, the Oculus app was the number one most downloaded app in the App store on Christmas Day. Oculus downloads and daily active users on Christmas Day surged 70% and 90%, respectively, from the prior year.</p>\n<p>The gains are impressive in the sense the Quest 2 isn't cheap at nearly $400.</p>\n<p>\"We view this massive uptick in app usage as evidence that the improved slate of games and experiences is resonating with users and that Quest 2 sales are likely to surprise. Quest 2s were popular gifts in our households this Christmas with 'SuperHot' and 'Eleven Table Tennis' among our favorite games,\" Thill said.</p>\n<p>Added Thill, \"As teens spend an increasing amount of time on services like SNAP, TikTok, RBLX, and Fortnite it is becoming more challenging for FB to attract and retain younger users. We believe that Quest 2 could serve as an on-ramp for attracting these users, as they can more easily be introduced to FB's diverse offering of games, experiences, and social platforms. We also see Oculus' mainstream success as a potential catalyst for game developers to work more closely with FB.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5fc51977410835f4bf21d41b7b66fa\" tg-width=\"960\" tg-height=\"604\" width=\"100%\" height=\"auto\"><span>Oculus was a hot seller this holiday season.</span></p>\n<p>Thill — a long-time Meta bull — maintained a Buy rating on Meta with a price target of $420.</p>\n<p>While Thill acknowledges headline risk to Meta's stock from privacy concerns, he contends valuation is too compelling to ignore in light of key fundamental drivers such as Oculus.</p>\n<p>\"Our most recent advertiser checks point to a healthy environment for digital ad spending. Additionally, recent Mastercard data indicates that online retail Holiday sales were up 11% year-over-year (and 61% vs. 2019), providing further evidence that holiday ad demand was likely robust. With the stock trading at just 20x FY23E earnings per share (vs. Nasdaq comparable 26x), we see plenty of opportunity for a higher stock over the next 12 months,\" Thill concluded.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118096605","content_text":"Meta Platforms stock climbed more than 1% in morning trading as Facebook stock could get a big boost from surging Oculus sales,analyst said.\n\nMeta's latest Oculus VR handset dubbed the Quest 2 appears to have been a hot gift this holiday season, underscoring one reason why shares of the social media giant remain a buy, says Jefferies analyst Brent Thill.\nBased on new research by Thill on Tuesday, the Oculus app was the number one most downloaded app in the App store on Christmas Day. Oculus downloads and daily active users on Christmas Day surged 70% and 90%, respectively, from the prior year.\nThe gains are impressive in the sense the Quest 2 isn't cheap at nearly $400.\n\"We view this massive uptick in app usage as evidence that the improved slate of games and experiences is resonating with users and that Quest 2 sales are likely to surprise. Quest 2s were popular gifts in our households this Christmas with 'SuperHot' and 'Eleven Table Tennis' among our favorite games,\" Thill said.\nAdded Thill, \"As teens spend an increasing amount of time on services like SNAP, TikTok, RBLX, and Fortnite it is becoming more challenging for FB to attract and retain younger users. We believe that Quest 2 could serve as an on-ramp for attracting these users, as they can more easily be introduced to FB's diverse offering of games, experiences, and social platforms. We also see Oculus' mainstream success as a potential catalyst for game developers to work more closely with FB.\nOculus was a hot seller this holiday season.\nThill — a long-time Meta bull — maintained a Buy rating on Meta with a price target of $420.\nWhile Thill acknowledges headline risk to Meta's stock from privacy concerns, he contends valuation is too compelling to ignore in light of key fundamental drivers such as Oculus.\n\"Our most recent advertiser checks point to a healthy environment for digital ad spending. Additionally, recent Mastercard data indicates that online retail Holiday sales were up 11% year-over-year (and 61% vs. 2019), providing further evidence that holiday ad demand was likely robust. With the stock trading at just 20x FY23E earnings per share (vs. Nasdaq comparable 26x), we see plenty of opportunity for a higher stock over the next 12 months,\" Thill concluded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696190860,"gmtCreate":1640646338750,"gmtModify":1640646338992,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[666] ","listText":"[666] ","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696190860","repostId":"1157544247","repostType":4,"repost":{"id":"1157544247","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":1640617439,"share":"https://www.laohu8.com/m/news/1157544247?lang=&edition=full","pubTime":"2021-12-27 23:03","market":"us","language":"en","title":"Semiconductor stocks gained in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1157544247","media":"Tiger Newspress","summary":"Semiconductor stocks gained in morning trading.AMD,Nvidia,ON Semiconductor,STMicroelectronics,Marvel","content":"<p>Semiconductor stocks gained in morning trading.AMD,Nvidia,ON Semiconductor,STMicroelectronics,Marvell,GlobalFoundries,TSMC,Xilinx and Texas Instruments climbed between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/13b10f5fe6c87b9b9ac7276e650bdab5\" tg-width=\"407\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks gained in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks gained 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\">2021-12-27 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Semiconductor stocks gained in morning trading.AMD,Nvidia,ON Semiconductor,STMicroelectronics,Marvell,GlobalFoundries,TSMC,Xilinx and Texas Instruments climbed between 1% and 3%.</p>\n<p><img src=\"https://static.tigerbbs.com/13b10f5fe6c87b9b9ac7276e650bdab5\" tg-width=\"407\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","STM":"意法半导体","GFS":"GLOBALFOUNDRIES Inc.","ON":"安森美半导体","MRVL":"迈威尔科技","NVDA":"英伟达","TXN":"德州仪器","AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157544247","content_text":"Semiconductor stocks gained in morning trading.AMD,Nvidia,ON Semiconductor,STMicroelectronics,Marvell,GlobalFoundries,TSMC,Xilinx and Texas Instruments climbed between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696090341,"gmtCreate":1640569246991,"gmtModify":1640569247190,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Like] ","listText":"[Like] ","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696090341","repostId":"1125460593","repostType":4,"repost":{"id":"1125460593","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":1640567926,"share":"https://www.laohu8.com/m/news/1125460593?lang=&edition=full","pubTime":"2021-12-27 09:18","market":"hk","language":"en","title":"Hong Kong stocks are closed all day today, and normal trading will resume tomorrow.","url":"https://stock-news.laohu8.com/highlight/detail?id=1125460593","media":"Tiger Newspress","summary":"Hong Kong stocks are closed all day today, and normal trading will resume tomorrow.","content":"<p>Hong Kong stocks are closed all day today, and normal trading will resume tomorrow.</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>Hong Kong stocks are closed all day today, and normal trading will resume tomorrow.</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\">\nHong Kong stocks are closed all day today, and normal trading will resume tomorrow.\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\">2021-12-27 09:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hong Kong stocks are closed all day today, and normal trading will resume tomorrow.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125460593","content_text":"Hong Kong stocks are closed all day today, and normal trading will resume tomorrow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698575048,"gmtCreate":1640482395863,"gmtModify":1640482526945,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[OK] ","listText":"[OK] ","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698575048","repostId":"1132092278","repostType":4,"repost":{"id":"1132092278","kind":"news","pubTimestamp":1640480606,"share":"https://www.laohu8.com/m/news/1132092278?lang=&edition=full","pubTime":"2021-12-26 09:03","market":"us","language":"en","title":"Tech Roundup: Micron and 2022 predictions lead Christmas-shortened week's action","url":"https://stock-news.laohu8.com/highlight/detail?id=1132092278","media":"Seeking Alpha","summary":"It may have been a short week for Wall Street due to stock markets being closed on Friday because of","content":"<ul>\n <li>It may have been a short week for Wall Street due to stock markets being closed on Friday because of the Christmas holiday, but that didn't keep a handful of tech companies from remaining active during what is normally a relatively quiet time of the year.</li>\n <li>Micron Technology(NASDAQ:MU)started things off when, on Monday, it reported strong quarterly results, and gave a business outlook that suggested it is taking steps to alleviate supply chain issues that have impacted the chip sector this year.</li>\n <li>Along with its upbeat forecast, Micron (MU) got high marks from Rosenblatt Securities analyst Hans Mosesmann, who named Micron (MU)one of his top semiconductor picks for 2022. By the time U.S. stock markets closed Thursday, Micron (MU) shares had climbed 13% for the week.</li>\n <li>Oracle(NYSE:ORCL)appeared to be going back to its old-school big-dealing ways when it said it would pay $28.3 billion in cash to buy healthcare technology company Cerner(NASDAQ:CERN)in what stands to be Oracle's (ORCL) largest-ever acquisition.</li>\n <li>Chinese tech stocks had their usual bit of drama, as Alibaba(NYSE:BABA)shares bounced up and down after Atlantic Equities downgraded the Internet giant, and JD.com(NASDAQ:JD)slumped at the end of the week after Tencent Holdings(OTCPK:TCEHY)said it would divest most of its holdings in the Chinese e-commerce and retail company.</li>\n <li>Analysts spent much of the week leading up to Christmas by getting in their takes on what to expect from various tech sectors next year.</li>\n <li>UBS analyst Timothy Arcuri said Nvidia(NASDAQ:NVDA), Micron (MU) and Marvell(NASDAQ:MRVL)were his top selections for investors looking at semiconductor stocks in 2022, while Citi analyst Jim Suva gave five examples of why Apple(NASDAQ:AAPL)shares should continue to rise next yearand lift the company's market value past $3 trillion.</li>\n <li>Meanwhile, MKM Partners managing director pointed out10 examples of \"Black Swan\" eventsthat, while not likely to happen, would have huge impacts on the Internet sector if they did.</li>\n <li>You know all those kids and everyone else that using and watching videos on TikTok? Well, they have all helped TikTok to surpass Google(NASDAQ:GOOG)as the world's most-popular website this year.</li>\n <li>Amazon(NASDAQ:AMZN)was able to claim a title, of sorts, as a new survey from the <i>Washington Post</i> said they felt the e-commerce titan was just a bit more trustworthy than Apple(AAPL).</li>\n <li>As the Omicron variant of the Covid-19 virus continued to spread, Apple (AAPL) closed eight of its North American retail stores due to rises cases among employees. Meanwhile, the state of the upcoming Consumer Electronics Show in Las Vegas began to get cloudy as Amazon (AMZN), Twitter(NYSE:TWTR)and Facebook's Meta Platforms(NASDAQ:FB)pulled out of the in-person part of the tech conference due to concerns about the Covid-19 pandemic.</li>\n</ul>","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>Tech Roundup: Micron and 2022 predictions lead Christmas-shortened week's action</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\">\nTech Roundup: Micron and 2022 predictions lead Christmas-shortened week's action\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 09:03 GMT+8 <a href=https://seekingalpha.com/news/3783310-tech-roundup-micron-and-2022-predictions-lead-christmas-shortened-weeks-action><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It may have been a short week for Wall Street due to stock markets being closed on Friday because of the Christmas holiday, but that didn't keep a handful of tech companies from remaining active ...</p>\n\n<a href=\"https://seekingalpha.com/news/3783310-tech-roundup-micron-and-2022-predictions-lead-christmas-shortened-weeks-action\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","BABA":"阿里巴巴","JD":"京东"},"source_url":"https://seekingalpha.com/news/3783310-tech-roundup-micron-and-2022-predictions-lead-christmas-shortened-weeks-action","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132092278","content_text":"It may have been a short week for Wall Street due to stock markets being closed on Friday because of the Christmas holiday, but that didn't keep a handful of tech companies from remaining active during what is normally a relatively quiet time of the year.\nMicron Technology(NASDAQ:MU)started things off when, on Monday, it reported strong quarterly results, and gave a business outlook that suggested it is taking steps to alleviate supply chain issues that have impacted the chip sector this year.\nAlong with its upbeat forecast, Micron (MU) got high marks from Rosenblatt Securities analyst Hans Mosesmann, who named Micron (MU)one of his top semiconductor picks for 2022. By the time U.S. stock markets closed Thursday, Micron (MU) shares had climbed 13% for the week.\nOracle(NYSE:ORCL)appeared to be going back to its old-school big-dealing ways when it said it would pay $28.3 billion in cash to buy healthcare technology company Cerner(NASDAQ:CERN)in what stands to be Oracle's (ORCL) largest-ever acquisition.\nChinese tech stocks had their usual bit of drama, as Alibaba(NYSE:BABA)shares bounced up and down after Atlantic Equities downgraded the Internet giant, and JD.com(NASDAQ:JD)slumped at the end of the week after Tencent Holdings(OTCPK:TCEHY)said it would divest most of its holdings in the Chinese e-commerce and retail company.\nAnalysts spent much of the week leading up to Christmas by getting in their takes on what to expect from various tech sectors next year.\nUBS analyst Timothy Arcuri said Nvidia(NASDAQ:NVDA), Micron (MU) and Marvell(NASDAQ:MRVL)were his top selections for investors looking at semiconductor stocks in 2022, while Citi analyst Jim Suva gave five examples of why Apple(NASDAQ:AAPL)shares should continue to rise next yearand lift the company's market value past $3 trillion.\nMeanwhile, MKM Partners managing director pointed out10 examples of \"Black Swan\" eventsthat, while not likely to happen, would have huge impacts on the Internet sector if they did.\nYou know all those kids and everyone else that using and watching videos on TikTok? Well, they have all helped TikTok to surpass Google(NASDAQ:GOOG)as the world's most-popular website this year.\nAmazon(NASDAQ:AMZN)was able to claim a title, of sorts, as a new survey from the Washington Post said they felt the e-commerce titan was just a bit more trustworthy than Apple(AAPL).\nAs the Omicron variant of the Covid-19 virus continued to spread, Apple (AAPL) closed eight of its North American retail stores due to rises cases among employees. Meanwhile, the state of the upcoming Consumer Electronics Show in Las Vegas began to get cloudy as Amazon (AMZN), Twitter(NYSE:TWTR)and Facebook's Meta Platforms(NASDAQ:FB)pulled out of the in-person part of the tech conference due to concerns about the Covid-19 pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698584844,"gmtCreate":1640453453104,"gmtModify":1640453453322,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[OK] ","listText":"[OK] ","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698584844","repostId":"2193720178","repostType":4,"repost":{"id":"2193720178","kind":"highlight","pubTimestamp":1640398065,"share":"https://www.laohu8.com/m/news/2193720178?lang=&edition=full","pubTime":"2021-12-25 10:07","market":"us","language":"en","title":"2 Top Stocks to Buy for the New Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2193720178","media":"Motley Fool","summary":"Two very different companies -- one in tech and one in retail -- offer investors long-term growth potential and durable business models.","content":"<p>With talks of likely interest rate hikes from the Federal Reserve in 2022 and the coronavirus pandemic still making the rounds, one key characteristic investors should look for in investments going into the new year is resilience. In other words, some good traits to look for are valuations that make sense relative to a company's growth trajectory and market opportunity, and durable business models with proven track records. While there's no way to avoid volatility, owning resilient companies can at least help investors better weather near-term challenges (mentally and emotionally) since they know their investments have what it takes to endure.</p>\n<p>Two companies that fit this description are <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (NASDAQ:FB) and <b><a href=\"https://laohu8.com/S/TSCO\">Tractor Supply Company</a></b> (NASDAQ:TSCO). Here's a look at why both of these stocks are good bets for 2022 and beyond.</p>\n<h2>Meta Platforms</h2>\n<p>The case for Meta Platforms is straightforward. The tech stock's valuation is very cheap relative to the company's recent growth. Consider that the Facebook parent's trailing-12-month revenue and net income of $112 billion and $40 billion, respectively, are up from $71 billion and $18 billion in 2019. Even with such staggering recent growth, Meta Platforms trades at only 24 times its current level of earnings.</p>\n<p>While the company is running into some near-term growth headwinds related to <b>Apple</b>'s recent changes to advertising tracking and measurement, it's not like the suppressed growth Meta Platforms is expecting is poor. Management guided for fourth-quarter revenue to be between $31.5 billion and $34 billion. The midpoint of this guidance range represents 17% revenue growth. Further, analysts are still modeling for exceptional earnings-per-share growth over the next five years. On average, analysts currently expect Meta Platforms' earnings per share to compound at a growth rate of 21% annually over this period.</p>\n<p>Meta Platforms' network effect of billions of monthly active users makes its business very durable. Not only has the company's core Facebook platform consistently grown larger with no close challenger, but the company's other social networks with more intense competition (namely Instagram) have shown they can easily deploy features that imitate successful competitors, helping them stay relevant.</p>\n<h2>Tractor Supply Company</h2>\n<p>Some city folk may have never even stepped foot in a Tractor Supply store. But investors shouldn't overlook this investment just because they're not familiar with the retailer. Tractor Supply, which specializes in rural lifestyle, has a strong retail niche and is capitalizing well on several different important growth catalysts, including private label and exclusive brands, pet food, and e-commerce. Its balanced business has helped revenue grow 24% year over year in the trailing 12 months, and helped earnings per share grow 22%.</p>\n<p>Tractor Supply is notably mastering e-commerce in a market where many of its customers live farther apart than people do in the city. These communities come with unique challenges that Tractor Supply is able to develop expertise in, and the company's strategy is working. Tractor Supply said on its most recent earnings call that its e-commerce sales increased at a rate faster than 40% year over year.</p>\n<p>While the stock's price-to-earnings ratio of 29 isn't exactly cheap, the company's positioning as the lead retailer for the rural lifestyle makes this business worth paying up for. Given how specialized Tractor Supply is, it would be very difficult for a competitor to topple it. The company also pays a dividend and is regularly repurchasing shares, supplementing shareholder value creation.</p>\n<p>Facebook and Tractor Supply together represent two solid ideas from very different industries that provide meaningful long-term growth potential for investors.</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>2 Top Stocks to Buy for the New Year</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\">\n2 Top Stocks to Buy for the New Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-25 10:07 GMT+8 <a href=https://www.fool.com/investing/2021/12/24/2-top-stocks-to-buy-for-the-new-year/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With talks of likely interest rate hikes from the Federal Reserve in 2022 and the coronavirus pandemic still making the rounds, one key characteristic investors should look for in investments going ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/2-top-stocks-to-buy-for-the-new-year/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSCO":"拖拉机供应公司"},"source_url":"https://www.fool.com/investing/2021/12/24/2-top-stocks-to-buy-for-the-new-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193720178","content_text":"With talks of likely interest rate hikes from the Federal Reserve in 2022 and the coronavirus pandemic still making the rounds, one key characteristic investors should look for in investments going into the new year is resilience. In other words, some good traits to look for are valuations that make sense relative to a company's growth trajectory and market opportunity, and durable business models with proven track records. While there's no way to avoid volatility, owning resilient companies can at least help investors better weather near-term challenges (mentally and emotionally) since they know their investments have what it takes to endure.\nTwo companies that fit this description are Meta Platforms (NASDAQ:FB) and Tractor Supply Company (NASDAQ:TSCO). Here's a look at why both of these stocks are good bets for 2022 and beyond.\nMeta Platforms\nThe case for Meta Platforms is straightforward. The tech stock's valuation is very cheap relative to the company's recent growth. Consider that the Facebook parent's trailing-12-month revenue and net income of $112 billion and $40 billion, respectively, are up from $71 billion and $18 billion in 2019. Even with such staggering recent growth, Meta Platforms trades at only 24 times its current level of earnings.\nWhile the company is running into some near-term growth headwinds related to Apple's recent changes to advertising tracking and measurement, it's not like the suppressed growth Meta Platforms is expecting is poor. Management guided for fourth-quarter revenue to be between $31.5 billion and $34 billion. The midpoint of this guidance range represents 17% revenue growth. Further, analysts are still modeling for exceptional earnings-per-share growth over the next five years. On average, analysts currently expect Meta Platforms' earnings per share to compound at a growth rate of 21% annually over this period.\nMeta Platforms' network effect of billions of monthly active users makes its business very durable. Not only has the company's core Facebook platform consistently grown larger with no close challenger, but the company's other social networks with more intense competition (namely Instagram) have shown they can easily deploy features that imitate successful competitors, helping them stay relevant.\nTractor Supply Company\nSome city folk may have never even stepped foot in a Tractor Supply store. But investors shouldn't overlook this investment just because they're not familiar with the retailer. Tractor Supply, which specializes in rural lifestyle, has a strong retail niche and is capitalizing well on several different important growth catalysts, including private label and exclusive brands, pet food, and e-commerce. Its balanced business has helped revenue grow 24% year over year in the trailing 12 months, and helped earnings per share grow 22%.\nTractor Supply is notably mastering e-commerce in a market where many of its customers live farther apart than people do in the city. These communities come with unique challenges that Tractor Supply is able to develop expertise in, and the company's strategy is working. Tractor Supply said on its most recent earnings call that its e-commerce sales increased at a rate faster than 40% year over year.\nWhile the stock's price-to-earnings ratio of 29 isn't exactly cheap, the company's positioning as the lead retailer for the rural lifestyle makes this business worth paying up for. Given how specialized Tractor Supply is, it would be very difficult for a competitor to topple it. The company also pays a dividend and is regularly repurchasing shares, supplementing shareholder value creation.\nFacebook and Tractor Supply together represent two solid ideas from very different industries that provide meaningful long-term growth potential for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":851004201,"gmtCreate":1634857143933,"gmtModify":1634857144142,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[晕] ","listText":"[晕] ","text":"[晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/851004201","repostId":"2177467336","repostType":4,"repost":{"id":"2177467336","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1634857021,"share":"https://www.laohu8.com/m/news/2177467336?lang=&edition=full","pubTime":"2021-10-22 06:57","market":"us","language":"en","title":"Intel shares sink as sales third-quarter sales miss estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2177467336","media":"Reuters","summary":"Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expect","content":"<p>Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.</p>\n<p>The company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2acbb6b1b32008be3f0adc723eeed188\" tg-width=\"848\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>Gelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.</p>\n<p>\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.</p>\n<p>Gelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.</p>\n<p>Giving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.</p>\n<p>On an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.</p>\n<p>Meanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.</p>\n<p>Intel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.</p>\n<p>Atlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by <a href=\"https://laohu8.com/S/AMD\">AMD</a>. Shares of AMD were up slightly after Intel's results.</p>\n<p><img src=\"https://static.tigerbbs.com/a6fa48063ac2b36ad49f7b8c0c06e5dd\" tg-width=\"848\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Intel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.</p>\n<p>Intel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items like tax restructuring.</p>\n<p>Intel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel shares sink as sales third-quarter sales miss estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel shares sink as sales third-quarter sales miss estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-22 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.</p>\n<p>The company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.</p>\n<p><img src=\"https://static.tigerbbs.com/2acbb6b1b32008be3f0adc723eeed188\" tg-width=\"848\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p>\n<p>Gelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.</p>\n<p>\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.</p>\n<p>Gelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.</p>\n<p>Giving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.</p>\n<p>On an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.</p>\n<p>Meanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.</p>\n<p>Intel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.</p>\n<p>Atlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by <a href=\"https://laohu8.com/S/AMD\">AMD</a>. Shares of AMD were up slightly after Intel's results.</p>\n<p><img src=\"https://static.tigerbbs.com/a6fa48063ac2b36ad49f7b8c0c06e5dd\" tg-width=\"848\" tg-height=\"617\" width=\"100%\" height=\"auto\"></p>\n<p>Intel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.</p>\n<p>Intel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time items like tax restructuring.</p>\n<p>Intel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177467336","content_text":"Shares of Intel Corp sank on Thursday as the company reported third-quarter sales that missed expectations, with Chief Executive Officer Pat Gelsinger saying that shortages of ancillary chips needed to make full computers are holding back sales of the company's flagship processor chips.\nThe company's leaders also said that margins will be lower for several years and that it will spend heavily to revamp its chip factories. Shares of Santa Clara, California-based Intel, the world's biggest maker of central processors at the heart of PCs and data center servers, fell nearly 9% in extending trading.\n\nGelsinger said Intel has resolved shortages facing its own internal manufacturing operations, but that shortages of other chips such as power management chips and WiFi chips were stopping its customers from shipping PCs and servers, reducing the need for Intel's chips.\n\"That's a direct result of the overall supply challenges of the semiconductor industry,\" Gelsinger told Reuters in an interview.\nGelsinger's plan to remake the company by fixing its internal manufacturing issues while opening its doors to outside customers has largely gone over well with investors, with shares rising about 11% this year before Thursday's results.\nGiving an unexpected long-range forecast on an investor call Thursday, Intel said that it expects at least $74 billion in revenue in 2022, higher than analyst estimates of $73 billion. But the company also plans to spend heavily, saying that capital expenditures could be $25 billion to $28 billion in 2022 and higher in subsequent years.\nOn an operational level, Intel said gross margins are likely to be between 51% and 53% in the next two to three years, below the 56.2% that analysts expect for 2021, according to Refinitiv data.\nMeanwhile, rivals like Nvidia Corp and Advanced Micro Devices who make faster chips by leveraging outside contract manufacturers are continuing to eat into Intel's market share.\nIntel missed estimates for its data center segment, with sales of $6.5 billion compared with estimates of $6.6 billion, according to Refinitiv data. Gelsinger told Reuters some of the data center results were because of Chinese cloud computing vendors - major customers of Intel - adjusting to new rules from the Chinese government.\nAtlantic Equities analyst Ianjit Bhatti said the lower sales to cloud computing groups reflected market share gains by AMD. Shares of AMD were up slightly after Intel's results.\n\nIntel reported adjusted sales for the third-quarter ended Sept. 25 of $18.1 billion, missing estimates of $18.24 billion, according to IBES data from Refinitiv. Intel reported adjusted profits of $1.71 per share, compared with Wall Street estimates of $1.11 per share, according to Refinitiv data.\nIntel Chief Financial Officer George Davis, who Intel said on Thursday will retire in May 2022, said about 14 cents of the outperformance came from demand for higher-margin products and operational gains, while the rest came from one-time items like tax restructuring.\nIntel forecast fourth-quarter revenue slightly above Wall Street expectations. The company expects fourth-quarter revenue of about $18.3 billion, compared with analysts' average estimate of $18.25 billion, according to IBES data from Refinitiv.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843333498,"gmtCreate":1635807607622,"gmtModify":1635807607724,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[666] ","listText":"[666] ","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/843333498","repostId":"1181793586","repostType":4,"repost":{"id":"1181793586","kind":"news","pubTimestamp":1635780969,"share":"https://www.laohu8.com/m/news/1181793586?lang=&edition=full","pubTime":"2021-11-01 23:36","market":"us","language":"en","title":"Netflix's Squid Game Success, The Content Slate, And The Challenges To Look Out For","url":"https://stock-news.laohu8.com/highlight/detail?id=1181793586","media":"Seeking Alpha","summary":"Summary\n\nNetflix reported better-than-expected subscriber additions for the third quarter, and there","content":"<p><b>Summary</b></p>\n<ul>\n <li>Netflix reported better-than-expected subscriber additions for the third quarter, and there's reason to be excited about the upcoming quarter too.</li>\n <li>The global success of the Korean drama Squid Game hints at what the company might achieve in the future.</li>\n <li>A quick look at the content slate for Q4 gives hope of a strong end to 2021, but there are certain risks that need to be monitored closely.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d15e665683f38140bba2ff9832aa711\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>wutwhanfoto/iStock Editorial via Getty Images</span></p>\n<p>I was late to the Netflix, Inc.(NASDAQ:NFLX)party. Until last April, I always thought Netflix might be overvalued, but thankfully, follow-up research on Netflix and the OTT streaming industry helped me realize that Netflix was unduly punished back in April. This is why we added Netflix stock to our model growth portfolio at Leads From Gurus, at a cost per share of $508 in April, and needless to say, things have been going pretty well for us ever since. Because of the recent strength in Netflix stock price, I thought it best to revisit Netflix to determine whether there is more upside from the current market price. My findings reveal that Netflix has a bright future ahead, but having said that, I'm not comfortable adding to my position at these prices.</p>\n<p><b>Key takeaways from Netflix's third-quarter earnings</b></p>\n<p>Netflix has truly evolved from a small DVD rental provider to a dominant streaming service provider with its user-friendly features such as downloads, low-priced mobile plans in certain regions, and the solid content slate across a wide variety of genres and languages which can be viewed on internet-connected devices including televisions, computers, and smartphones. As a company with a fortified international footprint, the streaming giant added an impressive 4.4 million new subscribers in the third quarter, beating management’s expectation for 3.5 million net subscriber additions. The company now has a subscriber base of 213.56 million which I believe will continue to grow because of its strong content slate, despite the growing competition from the likes of Apple TV+, Disney+, Amazon Prime Video, Hulu, YouTube, and HBO.</p>\n<p>Netflix reported revenue of $7.48 billion for the third quarter representing a 16.3% year-over-year growth. Rapid international expansion paid off for Netflix and its focus on regional programming has been a key catalyst in driving the cause, after its discovery that local originals were the most popular titles in India, Korea, Japan, Turkey, Thailand, Sweden, and the United Kingdom in 2019. In addition, the company has partnered with telcos like Telefonica in Spain, KDDI in Japan, AT&T(NYSE:T)in the United States, Canal+ in France, and Sky in the U.K. to expand its target market, which is proving to be a high-yielding strategic move.</p>\n<p>The Asia Pacific region proved to be the largest contributor to Netflix’s subscriber growth, contributing to more than half (2.1 million) of new subscriber additions, and the launch of low-priced mobile plans in India, Indonesia, Malaysia, Philippines, and Thailand could be viewed as one of the main reasons behind this strength in international markets. The company’s focus on original and high-quality content in various genres has given more theatrical exposure to its subscribers, which could be viewed as another major reason behind the strong growth in subscribers.</p>\n<p><b>The Squid Game effect and the strong content slate</b></p>\n<p>The Netflix show<i>Squid Game</i>which has apparently cost $21.4 million to produce became a global hit over the last six weeks and is now one of Netflix’s most valuable franchises with an impact value of at least $891 million. Squid Game’s storyline shows how indebted citizens are played against one another in a set of children’s games where losers die, and the winner walks away with millions in cash. As the company claims, the breadth of Squid Game’s popularity is truly amazing with 142 million accounts watching at least the first two minutes of the show in its first month, making it the number one program in 94 countries, including the United States. This fascinating phenomenon of how a single hit show can attract subscribers has erased the company’s earlier concerns about the slowdown in the company's new content pipeline resulting from pandemic-related challenges. Squid Game is likely to make a notable positive impact on corporate earnings in the fourth quarter as well, given that the TV show is still among the Top 10 TV shows in many regions, including the United Arab Emirates where I live.</p>\n<p>The most recent Nielsen streaming ratings (for the week ended October 3) confirm Netflix's undisputed leadership across original, acquired, and movies categories.</p>\n<p><b>Exhibit 1: The top 10 programs based on the number of streaming minutes</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/575ba0c5c225f04a784522bb0f42fc8e\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Nielsen</span></p>\n<p>Squid Game, as you can see above, is setting records, and this goes on to show that high-quality content can attract eyeballs globally (because we are looking at data for the United States) regardless of where such content is filmed or produced in. This success, in my opinion, will pave the way for Netflix to retain its dominance of the global streaming industry for much longer by focusing on internationally produced content. The success of Squid Game coupled with the strong subscriber additions in the Asia Pacific region highlights the long runway for growth available for Netflix in this populous region as well.</p>\n<p>In addition to Squid Game, new seasons of popular series such as<i>La Casa de Papel</i>(aka Money Heist), S<i>ex Education, Virgin River</i>,<i>Never Have I Ever,</i>and movies such as<i>Sweet Girl, Kissing Booth 3,</i>and <i>Kate</i> and <i>Vivo</i> all helped Netflix add higher-than-expected subscribers in the most recent quarter.</p>\n<p>On September 20, Netflix announced that it won a total of 44 Emmys this year with<i>The Crown</i>winning 11 awards, including the awards for the best drama series as well as best direction and writing for a drama series. Not only are these wins a testament to the quality of Netflix's content slate but also speak volumes of how the entertainment industry is changing.</p>\n<p><b>Exhibit 2: Number of nominations and wins for Netflix original programs at the Primetime Emmy Awards from 2013 to 2021</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a727e4300e69e5c57fb743f344591102\" tg-width=\"640\" tg-height=\"382\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>Netflix has a very strong content slate scheduled for the fourth quarter as well, and I am optimistic about the company carrying forward the momentum that we saw in Q3 to the next quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22653b78b9d5e0688768e7b7b2a66bf2\" tg-width=\"904\" tg-height=\"580\" width=\"100%\" height=\"auto\"><span>Source: Netflix Q3 shareholder letter</span></p>\n<p>Netflix is certainly on the right path from a content perspective, but then again, investors need to account for the costs associated with the production of this original content as well. More on this below.</p>\n<p><b>Challenges to look out for</b></p>\n<p>With both well established and new players ramping up efforts to expand their subscriber base given the growth and the scope of the streaming market, competition from the likes of Apple TV+, Amazon Prime Video, HBO Max, Disney+ and new entrants such as Peacock can be expected to be a major headwind for Netflix in the future. Many of these companies are investing in creating high-quality original content, which is an ominous sign for Netflix given the brand value associated with the assets owned by entertainment giants such as HBO and The Walt Disney Company(NYSE:DIS). On the other hand, Meta Platforms, Inc.(NASDAQ:FB), Snap Inc.(NYSE:SNAP), and Twitter, Inc.(NYSE:TWTR)are all making efforts to improve video viewing on their platforms as well, which could prove to be a threat to Netflix given that short-form video content is gaining traction fast in every corner of the world.</p>\n<p>Although I am not concerned about one of these competitors eating into Netflix's market share in the short run, I do believe that this growing competition will lead to an escalation of operating costs for Netflix while making it difficult for the company to bring down the debt on its balance sheet. Even in the third quarter, operating costs were driven higher by aggressive technology investments in original content and rising marketing expenses (increased 20.5% year-over-year) to conserve market share amidst intensifying competition.</p>\n<p><b>Takeaway</b></p>\n<p>Trading at a forward price-to-earnings ratio of 64, Netflix is certainly not cheaply valued in the market. That being said, I believe the company has a long runway for growth and its dominating position in the fast-growing OTT streaming industry somewhat justifies the high valuation multiples attached to the company. I am, however, not comfortable adding to my position at the current price level, but at the same time, I find no reason to book my gains just yet given that the company is still getting started in Asia.</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>Netflix's Squid Game Success, The Content Slate, And The Challenges To Look Out For</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\">\nNetflix's Squid Game Success, The Content Slate, And The Challenges To Look Out For\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-01 23:36 GMT+8 <a href=https://seekingalpha.com/article/4464067-netflixs-squid-game-success-the-content-slate-and-the-challenges-to-look-out-for><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nNetflix reported better-than-expected subscriber additions for the third quarter, and there's reason to be excited about the upcoming quarter too.\nThe global success of the Korean drama Squid...</p>\n\n<a href=\"https://seekingalpha.com/article/4464067-netflixs-squid-game-success-the-content-slate-and-the-challenges-to-look-out-for\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/article/4464067-netflixs-squid-game-success-the-content-slate-and-the-challenges-to-look-out-for","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181793586","content_text":"Summary\n\nNetflix reported better-than-expected subscriber additions for the third quarter, and there's reason to be excited about the upcoming quarter too.\nThe global success of the Korean drama Squid Game hints at what the company might achieve in the future.\nA quick look at the content slate for Q4 gives hope of a strong end to 2021, but there are certain risks that need to be monitored closely.\n\nwutwhanfoto/iStock Editorial via Getty Images\nI was late to the Netflix, Inc.(NASDAQ:NFLX)party. Until last April, I always thought Netflix might be overvalued, but thankfully, follow-up research on Netflix and the OTT streaming industry helped me realize that Netflix was unduly punished back in April. This is why we added Netflix stock to our model growth portfolio at Leads From Gurus, at a cost per share of $508 in April, and needless to say, things have been going pretty well for us ever since. Because of the recent strength in Netflix stock price, I thought it best to revisit Netflix to determine whether there is more upside from the current market price. My findings reveal that Netflix has a bright future ahead, but having said that, I'm not comfortable adding to my position at these prices.\nKey takeaways from Netflix's third-quarter earnings\nNetflix has truly evolved from a small DVD rental provider to a dominant streaming service provider with its user-friendly features such as downloads, low-priced mobile plans in certain regions, and the solid content slate across a wide variety of genres and languages which can be viewed on internet-connected devices including televisions, computers, and smartphones. As a company with a fortified international footprint, the streaming giant added an impressive 4.4 million new subscribers in the third quarter, beating management’s expectation for 3.5 million net subscriber additions. The company now has a subscriber base of 213.56 million which I believe will continue to grow because of its strong content slate, despite the growing competition from the likes of Apple TV+, Disney+, Amazon Prime Video, Hulu, YouTube, and HBO.\nNetflix reported revenue of $7.48 billion for the third quarter representing a 16.3% year-over-year growth. Rapid international expansion paid off for Netflix and its focus on regional programming has been a key catalyst in driving the cause, after its discovery that local originals were the most popular titles in India, Korea, Japan, Turkey, Thailand, Sweden, and the United Kingdom in 2019. In addition, the company has partnered with telcos like Telefonica in Spain, KDDI in Japan, AT&T(NYSE:T)in the United States, Canal+ in France, and Sky in the U.K. to expand its target market, which is proving to be a high-yielding strategic move.\nThe Asia Pacific region proved to be the largest contributor to Netflix’s subscriber growth, contributing to more than half (2.1 million) of new subscriber additions, and the launch of low-priced mobile plans in India, Indonesia, Malaysia, Philippines, and Thailand could be viewed as one of the main reasons behind this strength in international markets. The company’s focus on original and high-quality content in various genres has given more theatrical exposure to its subscribers, which could be viewed as another major reason behind the strong growth in subscribers.\nThe Squid Game effect and the strong content slate\nThe Netflix showSquid Gamewhich has apparently cost $21.4 million to produce became a global hit over the last six weeks and is now one of Netflix’s most valuable franchises with an impact value of at least $891 million. Squid Game’s storyline shows how indebted citizens are played against one another in a set of children’s games where losers die, and the winner walks away with millions in cash. As the company claims, the breadth of Squid Game’s popularity is truly amazing with 142 million accounts watching at least the first two minutes of the show in its first month, making it the number one program in 94 countries, including the United States. This fascinating phenomenon of how a single hit show can attract subscribers has erased the company’s earlier concerns about the slowdown in the company's new content pipeline resulting from pandemic-related challenges. Squid Game is likely to make a notable positive impact on corporate earnings in the fourth quarter as well, given that the TV show is still among the Top 10 TV shows in many regions, including the United Arab Emirates where I live.\nThe most recent Nielsen streaming ratings (for the week ended October 3) confirm Netflix's undisputed leadership across original, acquired, and movies categories.\nExhibit 1: The top 10 programs based on the number of streaming minutes\nSource: Nielsen\nSquid Game, as you can see above, is setting records, and this goes on to show that high-quality content can attract eyeballs globally (because we are looking at data for the United States) regardless of where such content is filmed or produced in. This success, in my opinion, will pave the way for Netflix to retain its dominance of the global streaming industry for much longer by focusing on internationally produced content. The success of Squid Game coupled with the strong subscriber additions in the Asia Pacific region highlights the long runway for growth available for Netflix in this populous region as well.\nIn addition to Squid Game, new seasons of popular series such asLa Casa de Papel(aka Money Heist), Sex Education, Virgin River,Never Have I Ever,and movies such asSweet Girl, Kissing Booth 3,and Kate and Vivo all helped Netflix add higher-than-expected subscribers in the most recent quarter.\nOn September 20, Netflix announced that it won a total of 44 Emmys this year withThe Crownwinning 11 awards, including the awards for the best drama series as well as best direction and writing for a drama series. Not only are these wins a testament to the quality of Netflix's content slate but also speak volumes of how the entertainment industry is changing.\nExhibit 2: Number of nominations and wins for Netflix original programs at the Primetime Emmy Awards from 2013 to 2021\nSource: Statista\nNetflix has a very strong content slate scheduled for the fourth quarter as well, and I am optimistic about the company carrying forward the momentum that we saw in Q3 to the next quarter.\nSource: Netflix Q3 shareholder letter\nNetflix is certainly on the right path from a content perspective, but then again, investors need to account for the costs associated with the production of this original content as well. More on this below.\nChallenges to look out for\nWith both well established and new players ramping up efforts to expand their subscriber base given the growth and the scope of the streaming market, competition from the likes of Apple TV+, Amazon Prime Video, HBO Max, Disney+ and new entrants such as Peacock can be expected to be a major headwind for Netflix in the future. Many of these companies are investing in creating high-quality original content, which is an ominous sign for Netflix given the brand value associated with the assets owned by entertainment giants such as HBO and The Walt Disney Company(NYSE:DIS). On the other hand, Meta Platforms, Inc.(NASDAQ:FB), Snap Inc.(NYSE:SNAP), and Twitter, Inc.(NYSE:TWTR)are all making efforts to improve video viewing on their platforms as well, which could prove to be a threat to Netflix given that short-form video content is gaining traction fast in every corner of the world.\nAlthough I am not concerned about one of these competitors eating into Netflix's market share in the short run, I do believe that this growing competition will lead to an escalation of operating costs for Netflix while making it difficult for the company to bring down the debt on its balance sheet. Even in the third quarter, operating costs were driven higher by aggressive technology investments in original content and rising marketing expenses (increased 20.5% year-over-year) to conserve market share amidst intensifying competition.\nTakeaway\nTrading at a forward price-to-earnings ratio of 64, Netflix is certainly not cheaply valued in the market. That being said, I believe the company has a long runway for growth and its dominating position in the fast-growing OTT streaming industry somewhat justifies the high valuation multiples attached to the company. I am, however, not comfortable adding to my position at the current price level, but at the same time, I find no reason to book my gains just yet given that the company is still getting started in Asia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605033145,"gmtCreate":1639091551191,"gmtModify":1639091746314,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Miser] ","listText":"[Miser] ","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605033145","repostId":"2190364585","repostType":4,"repost":{"id":"2190364585","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":1639091100,"share":"https://www.laohu8.com/m/news/2190364585?lang=&edition=full","pubTime":"2021-12-10 07:05","market":"us","language":"en","title":"Broadcom stock rallies nearly 7% on earnings beat, $10 billion share buyback program","url":"https://stock-news.laohu8.com/highlight/detail?id=2190364585","media":"Dow Jones","summary":"New buyback program lasts until end of 2022 with Broadcom sitting on $12 billion in cash\nBroadcom In","content":"<p>New buyback program lasts until end of 2022 with Broadcom sitting on $12 billion in cash</p>\n<p>Broadcom Inc. shares rallied in the extended session Thursday after the chip and software company topped Wall Street estimates for the quarter and announced an aggressive new share buyback program.</p>\n<p>Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> shares surged nearly 7% after hours, following a 0.9% decline in the regular session to close at $583.42.</p>\n<p><img src=\"https://static.tigerbbs.com/a53757c7d36cd86e809af11348fa5162\" tg-width=\"717\" tg-height=\"597\" referrerpolicy=\"no-referrer\"></p>\n<p>The company reported fiscal fourth-quarter net income of $1.91 billion, or $4.45 a share, compared with $1.25 billion, or $2.93 a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation and other items, were $7.81 a share, compared with $6.35 a share in the year-ago quarter.</p>\n<p>Revenue rose to $7.41 billion from $6.47 billion in the year-ago quarter. Analysts surveyed by FactSet had expected earnings of $7.74 a share on revenue of $7.36 billion, based on Broadcom's forecast revenue of about $7.35 billion.</p>\n<p>The company reported a 76% gain in chip sales to $5.63 billion from the year-ago period, and a 24% rise in infrastructure software sales to $1.77 billion. Analysts had forecast chip sales of $5.6 billion and infrastructure software sales of $1.73 billion.</p>\n<p>\"Broadcom concluded the year with record fourth quarter results driven by a rebound in enterprise, and continued strength from cloud and service provider demand,\" said Hock Tan, Broadcom president and chief executive, in a statement. \"Our infrastructure software growth continues to be steady with our focus on strategic customers.\"</p>\n<p>Broadcom forecast revenue of about $7.6 billion for the fiscal first quarter, while analysts had estimated revenue of $7.24 billion.</p>\n<p>Broadcom also said its board authorized a new $10 billion share buyback program that is effective until the end of 2022. The company reported cash and cash equivalents of $12.16 billion at the end of its fiscal year.</p>\n<p>Over the past 12 months, shares of Broadcom have gained 40%. In comparison, the S&P 500 index has advanced 27%, the tech-heavy Nasdaq Composite Index has risen 26%, while the PHLX Semiconductor Index has grown 42% over that time.</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>Broadcom stock rallies nearly 7% on earnings beat, $10 billion share buyback program</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\">\nBroadcom stock rallies nearly 7% on earnings beat, $10 billion share buyback program\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\">2021-12-10 07:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>New buyback program lasts until end of 2022 with Broadcom sitting on $12 billion in cash</p>\n<p>Broadcom Inc. shares rallied in the extended session Thursday after the chip and software company topped Wall Street estimates for the quarter and announced an aggressive new share buyback program.</p>\n<p>Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> shares surged nearly 7% after hours, following a 0.9% decline in the regular session to close at $583.42.</p>\n<p><img src=\"https://static.tigerbbs.com/a53757c7d36cd86e809af11348fa5162\" tg-width=\"717\" tg-height=\"597\" referrerpolicy=\"no-referrer\"></p>\n<p>The company reported fiscal fourth-quarter net income of $1.91 billion, or $4.45 a share, compared with $1.25 billion, or $2.93 a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation and other items, were $7.81 a share, compared with $6.35 a share in the year-ago quarter.</p>\n<p>Revenue rose to $7.41 billion from $6.47 billion in the year-ago quarter. Analysts surveyed by FactSet had expected earnings of $7.74 a share on revenue of $7.36 billion, based on Broadcom's forecast revenue of about $7.35 billion.</p>\n<p>The company reported a 76% gain in chip sales to $5.63 billion from the year-ago period, and a 24% rise in infrastructure software sales to $1.77 billion. Analysts had forecast chip sales of $5.6 billion and infrastructure software sales of $1.73 billion.</p>\n<p>\"Broadcom concluded the year with record fourth quarter results driven by a rebound in enterprise, and continued strength from cloud and service provider demand,\" said Hock Tan, Broadcom president and chief executive, in a statement. \"Our infrastructure software growth continues to be steady with our focus on strategic customers.\"</p>\n<p>Broadcom forecast revenue of about $7.6 billion for the fiscal first quarter, while analysts had estimated revenue of $7.24 billion.</p>\n<p>Broadcom also said its board authorized a new $10 billion share buyback program that is effective until the end of 2022. The company reported cash and cash equivalents of $12.16 billion at the end of its fiscal year.</p>\n<p>Over the past 12 months, shares of Broadcom have gained 40%. In comparison, the S&P 500 index has advanced 27%, the tech-heavy Nasdaq Composite Index has risen 26%, while the PHLX Semiconductor Index has grown 42% over that time.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190364585","content_text":"New buyback program lasts until end of 2022 with Broadcom sitting on $12 billion in cash\nBroadcom Inc. shares rallied in the extended session Thursday after the chip and software company topped Wall Street estimates for the quarter and announced an aggressive new share buyback program.\nBroadcom $(AVGO)$ shares surged nearly 7% after hours, following a 0.9% decline in the regular session to close at $583.42.\n\nThe company reported fiscal fourth-quarter net income of $1.91 billion, or $4.45 a share, compared with $1.25 billion, or $2.93 a share, in the year-ago period. Adjusted earnings, which exclude stock-based compensation and other items, were $7.81 a share, compared with $6.35 a share in the year-ago quarter.\nRevenue rose to $7.41 billion from $6.47 billion in the year-ago quarter. Analysts surveyed by FactSet had expected earnings of $7.74 a share on revenue of $7.36 billion, based on Broadcom's forecast revenue of about $7.35 billion.\nThe company reported a 76% gain in chip sales to $5.63 billion from the year-ago period, and a 24% rise in infrastructure software sales to $1.77 billion. Analysts had forecast chip sales of $5.6 billion and infrastructure software sales of $1.73 billion.\n\"Broadcom concluded the year with record fourth quarter results driven by a rebound in enterprise, and continued strength from cloud and service provider demand,\" said Hock Tan, Broadcom president and chief executive, in a statement. \"Our infrastructure software growth continues to be steady with our focus on strategic customers.\"\nBroadcom forecast revenue of about $7.6 billion for the fiscal first quarter, while analysts had estimated revenue of $7.24 billion.\nBroadcom also said its board authorized a new $10 billion share buyback program that is effective until the end of 2022. The company reported cash and cash equivalents of $12.16 billion at the end of its fiscal year.\nOver the past 12 months, shares of Broadcom have gained 40%. In comparison, the S&P 500 index has advanced 27%, the tech-heavy Nasdaq Composite Index has risen 26%, while the PHLX Semiconductor Index has grown 42% over that time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868499020,"gmtCreate":1632696744460,"gmtModify":1632798592907,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868499020","repostId":"2170614896","repostType":4,"repost":{"id":"2170614896","kind":"highlight","pubTimestamp":1632636456,"share":"https://www.laohu8.com/m/news/2170614896?lang=&edition=full","pubTime":"2021-09-26 14:07","market":"us","language":"en","title":"2 Dirt-Cheap Warren Buffett Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2170614896","media":"Motley Fool","summary":"Kraft Heinz and Verizon are part of Berkshire Hathaway's portfolio, and both could be excellent additions to yours.","content":"<p><b>Berkshire Hathaway</b> CEO Warren Buffett is known for investing in value stocks -- companies that trade at relatively low multiples compared to their earnings and growth potential. <b>Kraft Heinz </b>(NASDAQ:KHC) and <b>Verizon </b>(NYSE:VZ) are among those in his conglomerate's holdings, and both could boost your portfolio from here. </p>\n<h2>The case for Kraft Heinz</h2>\n<p>Trading at a forward price-to-earnings ratio (P/E) of just 14, Kraft Heinz is a quintessential Buffett value stock. Its operations are also relatively stable because of its focus on consumer staples like food and condiments. Though it's a slow-growth business, Kraft Heinz is a solid investment because of its massive scale and industry-leading brands. </p>\n<p><img src=\"https://static.tigerbbs.com/1e5291fa3697388400c394d36f53b84c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Warren Buffett. Image source: The Motley Fool.</p>\n<p>Kraft Heinz was formed in 2015 through a merger between Kraft Foods and Heinz, which gave it a broad catalog of well-known, segment-leading brands like Heinz Ketchup, Kraft cheese, and Jell-O. Buffett got involved with Heinz in 2013 and helped orchestrate the merger with Kraft. </p>\n<p>Unfortunately for Buffett, the company has faced headwinds from irregular accounting and competition from newer healthier brands -- which led to a staggering $15.4 billion write-down on the value of some of its assets in 2019. Buffett admitted in an annual shareholder meeting that he had made a mistake with the Kraft portion of Kraft Heinz. </p>\n<p>Nevertheless, Berkshire still owns the stock. Moreover, with the stock price down by around 63% from its 2017 all time high of $97 per share, much of the downside looks priced in -- especially considering the company's many advantages. </p>\n<p>Brand dominance gives Kraft Heinz an economic moat -- the ability to maintain a competitive advantage over rivals. Potential upstarts are unlikely to have the resources to unseat Heinz from the No. 1 spot in the ketchup segment, for example. As such, the company's revenue streams look relatively safe. </p>\n<p>And according to CEO Miguel Patricio, Kraft Heinz expects to come out of the pandemic \"much stronger\" than it entered by leveraging its massive scale to tackle challenges like inflation. With the Federal Reserve expecting annual inflation to hit 4.2% by the year's end, Kraft Heinz's economies of scale advantage could help it produce items more cheaply than rivals. </p>\n<p>Second-quarter sales fell 0.5% year over year to $6.62 billion, beating expectations by roughly $70 million. The company also boasts a dividend yield of 4.4%. </p>\n<h2>The case for Verizon</h2>\n<p>If you thought Kraft Heinz was cheap, Verizon's valuation will blow your mind. Trading for just 10 times forward earnings, the telecommunications giant is a rare bargain. The company is poised to benefit from its significant moat in the telecommunications industry, and with a dividend payout ratio of 52% should have no trouble sustaining its large distributions to shareholders. </p>\n<p>Berkshire Hathaway purchased $8.6 billion worth of Verizon stock in the fourth quarter of 2020. He probably likes the company because its sheer scale (Verizon's 4G LTE reaches 98% of the U.S. population) keeps it competitive in a market with just two other significant players, ensuring relatively reliable revenue -- so long as people continue using cellphones and other network-reliant devices. </p>\n<p>In the second quarter, Verizon's revenue increased by 11% to $33.8 billion, due in part to an easier-than-usual comparison to 2020. According to CEO Hans Vestberg, Verizon's network and in-store traffic are almost back to pre-pandemic volumes. And the rollout of 5G-enabled devices will also be an exciting tailwind for Verizon as it continues to deploy its 5G network. The higher bandwidth and capacity technology could allow Verizon to charge more for plans and expand the use cases for Internet of Things applications. </p>\n<p>Verizon's dividend makes it a great pick for income investors. At current share prices, it yields 4.7%, and has increased its payout for eight consecutive years. </p>\n<h2>Betting on value</h2>\n<p>With the S&P 500 trading at an average P/E ratio of 35, Kraft Heinz and Verizon's valuations of 14 and 10 times forward EPS make them rare bargains in a pricey market. Both companies are mature and relatively slow-growing, but their healthy dividends and defensive business models could add stability and income to your portfolio. </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>2 Dirt-Cheap Warren Buffett Stocks to Buy Right Now</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\">\n2 Dirt-Cheap Warren Buffett Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 14:07 GMT+8 <a href=https://www.fool.com/investing/2021/09/25/2-dirt-cheap-warren-buffett-stocks-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway CEO Warren Buffett is known for investing in value stocks -- companies that trade at relatively low multiples compared to their earnings and growth potential. Kraft Heinz (NASDAQ:...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/25/2-dirt-cheap-warren-buffett-stocks-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","KHC":"卡夫亨氏","VZ":"威瑞森","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/09/25/2-dirt-cheap-warren-buffett-stocks-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170614896","content_text":"Berkshire Hathaway CEO Warren Buffett is known for investing in value stocks -- companies that trade at relatively low multiples compared to their earnings and growth potential. Kraft Heinz (NASDAQ:KHC) and Verizon (NYSE:VZ) are among those in his conglomerate's holdings, and both could boost your portfolio from here. \nThe case for Kraft Heinz\nTrading at a forward price-to-earnings ratio (P/E) of just 14, Kraft Heinz is a quintessential Buffett value stock. Its operations are also relatively stable because of its focus on consumer staples like food and condiments. Though it's a slow-growth business, Kraft Heinz is a solid investment because of its massive scale and industry-leading brands. \n\nWarren Buffett. Image source: The Motley Fool.\nKraft Heinz was formed in 2015 through a merger between Kraft Foods and Heinz, which gave it a broad catalog of well-known, segment-leading brands like Heinz Ketchup, Kraft cheese, and Jell-O. Buffett got involved with Heinz in 2013 and helped orchestrate the merger with Kraft. \nUnfortunately for Buffett, the company has faced headwinds from irregular accounting and competition from newer healthier brands -- which led to a staggering $15.4 billion write-down on the value of some of its assets in 2019. Buffett admitted in an annual shareholder meeting that he had made a mistake with the Kraft portion of Kraft Heinz. \nNevertheless, Berkshire still owns the stock. Moreover, with the stock price down by around 63% from its 2017 all time high of $97 per share, much of the downside looks priced in -- especially considering the company's many advantages. \nBrand dominance gives Kraft Heinz an economic moat -- the ability to maintain a competitive advantage over rivals. Potential upstarts are unlikely to have the resources to unseat Heinz from the No. 1 spot in the ketchup segment, for example. As such, the company's revenue streams look relatively safe. \nAnd according to CEO Miguel Patricio, Kraft Heinz expects to come out of the pandemic \"much stronger\" than it entered by leveraging its massive scale to tackle challenges like inflation. With the Federal Reserve expecting annual inflation to hit 4.2% by the year's end, Kraft Heinz's economies of scale advantage could help it produce items more cheaply than rivals. \nSecond-quarter sales fell 0.5% year over year to $6.62 billion, beating expectations by roughly $70 million. The company also boasts a dividend yield of 4.4%. \nThe case for Verizon\nIf you thought Kraft Heinz was cheap, Verizon's valuation will blow your mind. Trading for just 10 times forward earnings, the telecommunications giant is a rare bargain. The company is poised to benefit from its significant moat in the telecommunications industry, and with a dividend payout ratio of 52% should have no trouble sustaining its large distributions to shareholders. \nBerkshire Hathaway purchased $8.6 billion worth of Verizon stock in the fourth quarter of 2020. He probably likes the company because its sheer scale (Verizon's 4G LTE reaches 98% of the U.S. population) keeps it competitive in a market with just two other significant players, ensuring relatively reliable revenue -- so long as people continue using cellphones and other network-reliant devices. \nIn the second quarter, Verizon's revenue increased by 11% to $33.8 billion, due in part to an easier-than-usual comparison to 2020. According to CEO Hans Vestberg, Verizon's network and in-store traffic are almost back to pre-pandemic volumes. And the rollout of 5G-enabled devices will also be an exciting tailwind for Verizon as it continues to deploy its 5G network. The higher bandwidth and capacity technology could allow Verizon to charge more for plans and expand the use cases for Internet of Things applications. \nVerizon's dividend makes it a great pick for income investors. At current share prices, it yields 4.7%, and has increased its payout for eight consecutive years. \nBetting on value\nWith the S&P 500 trading at an average P/E ratio of 35, Kraft Heinz and Verizon's valuations of 14 and 10 times forward EPS make them rare bargains in a pricey market. Both companies are mature and relatively slow-growing, but their healthy dividends and defensive business models could add stability and income to your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885061146,"gmtCreate":1631746509885,"gmtModify":1631887884702,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885061146","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohu8.com/m/news/1148341685?lang=&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p>\n<p>Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p>\n<p>So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p>\n<p>“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p>\n<p>The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p>\n<p>“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p>\n<p>The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p>\n<p>U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p>\n<p>The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p>\n<p>The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p>\n<p>All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p>\n<p>Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p>\n<p>Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p>\n<p>CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p>\n<p>Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</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>U.S. stocks close lower on worries over recovery, corporate tax hikes</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\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 07:08 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174266119,"gmtCreate":1627102255431,"gmtModify":1631891399161,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174266119","repostId":"1109439356","repostType":4,"repost":{"id":"1109439356","kind":"news","pubTimestamp":1627096841,"share":"https://www.laohu8.com/m/news/1109439356?lang=&edition=full","pubTime":"2021-07-24 11:20","market":"us","language":"en","title":"Musk Tweets That Tesla Will Share Its Charging Network. Why That’s a Savvy Move.","url":"https://stock-news.laohu8.com/highlight/detail?id=1109439356","media":"Barrons","summary":"This past Wednesday, Elon Musk tweeted that Tesla would open up its global network of 25,000-plus chargers to non-Tesla electric vehicles. That might seem strange, even for Musk. But it could also be savvy. “It’s brilliant,” Gary Black tells Barron’s. Former Wall Street analyst and executive Black has amassed 80,000 Twitter followers for his views on stocks, including Tesla, which he owns shares in. “We like the move,” adds Wedbush analyst Dan Ives, also a Tesla bull. He rates the stock a Buy, w","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e34edc30ae38ac91a9f953a1dcae4dbc\" tg-width=\"930\" tg-height=\"619\" width=\"100%\" height=\"auto\"><span>Illustration by Elias Stein</span></p>\n<p>This past Wednesday, Elon Musk tweeted that Tesla would open up its global network of 25,000-plus chargers to non-Tesla electric vehicles. That might seem strange, even for Musk. But it could also be savvy. “It’s brilliant,” Gary Black tells Barron’s. Former Wall Street analyst and executive Black has amassed 80,000 Twitter followers for his views on stocks, including Tesla, which he owns shares in. “We like the move,” adds Wedbush analyst Dan Ives, also a Tesla bull. He rates the stock a Buy, with a $1,000 price target. “While some will view it as letting competition in on Tesla’s supercharger moat, we disagree…”</p>\n<p>For all the competition between their makers, EVs account for less than 5% of all new cars sold in the U.S. The larger struggle remains between electric- and gasoline-powered vehicles. Anything Musk does to make buying electrics easier is good for Tesla. Besides, Tesla could make a lot of money by opening its network. Although Tesla didn’t respond to a question about potential pricing, charging won’t be free, and refusing to let others use the system would be like a gas station only servicing Fords. And charging eventually will be as ubiquitous as gas stations.</p>\n<p>Then there’s the free publicity and advertising. Opening up the charging network shows Tesla is interested in overall EV adoption and not just in selling its own vehicles. That’s positive for the brand. And it means that thousands of EV buyers will be pulling up to a Tesla logo, again and again.</p>\n<p>Investors brushed off the tweet. Tesla closed at $643.38 Friday, basically flat on the week, with earnings ahead. That’s probably right. For now, charging-for-all will probably matter more at the margins.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Tweets That Tesla Will Share Its Charging Network. Why That’s a Savvy Move.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk Tweets That Tesla Will Share Its Charging Network. Why That’s a Savvy Move.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 11:20 GMT+8 <a href=https://www.barrons.com/articles/elon-musk-tesla-charging-network-51627090559><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Illustration by Elias Stein\nThis past Wednesday, Elon Musk tweeted that Tesla would open up its global network of 25,000-plus chargers to non-Tesla electric vehicles. That might seem strange, even for...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-tesla-charging-network-51627090559\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/elon-musk-tesla-charging-network-51627090559","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109439356","content_text":"Illustration by Elias Stein\nThis past Wednesday, Elon Musk tweeted that Tesla would open up its global network of 25,000-plus chargers to non-Tesla electric vehicles. That might seem strange, even for Musk. But it could also be savvy. “It’s brilliant,” Gary Black tells Barron’s. Former Wall Street analyst and executive Black has amassed 80,000 Twitter followers for his views on stocks, including Tesla, which he owns shares in. “We like the move,” adds Wedbush analyst Dan Ives, also a Tesla bull. He rates the stock a Buy, with a $1,000 price target. “While some will view it as letting competition in on Tesla’s supercharger moat, we disagree…”\nFor all the competition between their makers, EVs account for less than 5% of all new cars sold in the U.S. The larger struggle remains between electric- and gasoline-powered vehicles. Anything Musk does to make buying electrics easier is good for Tesla. Besides, Tesla could make a lot of money by opening its network. Although Tesla didn’t respond to a question about potential pricing, charging won’t be free, and refusing to let others use the system would be like a gas station only servicing Fords. And charging eventually will be as ubiquitous as gas stations.\nThen there’s the free publicity and advertising. Opening up the charging network shows Tesla is interested in overall EV adoption and not just in selling its own vehicles. That’s positive for the brand. And it means that thousands of EV buyers will be pulling up to a Tesla logo, again and again.\nInvestors brushed off the tweet. Tesla closed at $643.38 Friday, basically flat on the week, with earnings ahead. That’s probably right. For now, charging-for-all will probably matter more at the margins.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179714504,"gmtCreate":1626576894808,"gmtModify":1631891399169,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179714504","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":691962970,"gmtCreate":1640127648000,"gmtModify":1640127648218,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[666] ","listText":"[666] ","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/691962970","repostId":"2193415705","repostType":4,"repost":{"id":"2193415705","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640127565,"share":"https://www.laohu8.com/m/news/2193415705?lang=&edition=full","pubTime":"2021-12-22 06:59","market":"us","language":"en","title":"UPS to purchase 19 Boeing 767 Freighters as e-commerce expands","url":"https://stock-news.laohu8.com/highlight/detail?id=2193415705","media":"Reuters","summary":"Dec 21 (Reuters) - Package delivery giant United Parcel Service Inc has placed an order for 19 of Bo","content":"<p>Dec 21 (Reuters) - Package delivery giant United Parcel Service Inc has placed an order for 19 of Boeing Co's 767 freighters as a surge in e-commerce has raised demand for air cargo, the U.S. planemaker said on Tuesday.</p>\n<p>The deal adds to a \"record-breaking year\" for Boeing freighter sales, the planemaker said, adding sales include 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters.</p>\n<p>The freighter market has been a rare bright spot for planemakers after facing pandemic lows, as a boom in online shopping, supply chain disruptions and a drop in passenger plane flights has stoked demand.</p>\n<p>UPS, which has been a key beneficiary of the pandemic shift to online shopping, will take the delivery of aircraft between 2023 and 2025, its U.S. Operations President Nando Cesarone said.</p>\n<p>Boeing said the new jets will enable UPS, the Freighter's launch customer, to meet expected near-term and long-term cargo demand.</p>\n<p>Since the launch of the model in 1995, UPS has ordered a total of 91 of the aircraft, according to the statement.</p>\n<p>Boeing, which controls 90% of the freighter market, forecasts an annual increase of 4% in air cargo demand over the next 20 years.</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>UPS to purchase 19 Boeing 767 Freighters as e-commerce expands</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\">\nUPS to purchase 19 Boeing 767 Freighters as e-commerce expands\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-22 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 21 (Reuters) - Package delivery giant United Parcel Service Inc has placed an order for 19 of Boeing Co's 767 freighters as a surge in e-commerce has raised demand for air cargo, the U.S. planemaker said on Tuesday.</p>\n<p>The deal adds to a \"record-breaking year\" for Boeing freighter sales, the planemaker said, adding sales include 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters.</p>\n<p>The freighter market has been a rare bright spot for planemakers after facing pandemic lows, as a boom in online shopping, supply chain disruptions and a drop in passenger plane flights has stoked demand.</p>\n<p>UPS, which has been a key beneficiary of the pandemic shift to online shopping, will take the delivery of aircraft between 2023 and 2025, its U.S. Operations President Nando Cesarone said.</p>\n<p>Boeing said the new jets will enable UPS, the Freighter's launch customer, to meet expected near-term and long-term cargo demand.</p>\n<p>Since the launch of the model in 1995, UPS has ordered a total of 91 of the aircraft, according to the statement.</p>\n<p>Boeing, which controls 90% of the freighter market, forecasts an annual increase of 4% in air cargo demand over the next 20 years.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","UPS":"联合包裹","BK4516":"特朗普概念","BK4187":"航天航空与国防","BK4564":"太空概念","BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193415705","content_text":"Dec 21 (Reuters) - Package delivery giant United Parcel Service Inc has placed an order for 19 of Boeing Co's 767 freighters as a surge in e-commerce has raised demand for air cargo, the U.S. planemaker said on Tuesday.\nThe deal adds to a \"record-breaking year\" for Boeing freighter sales, the planemaker said, adding sales include 80 firm orders for new widebody freighters and more than 80 orders for Boeing Converted Freighters.\nThe freighter market has been a rare bright spot for planemakers after facing pandemic lows, as a boom in online shopping, supply chain disruptions and a drop in passenger plane flights has stoked demand.\nUPS, which has been a key beneficiary of the pandemic shift to online shopping, will take the delivery of aircraft between 2023 and 2025, its U.S. Operations President Nando Cesarone said.\nBoeing said the new jets will enable UPS, the Freighter's launch customer, to meet expected near-term and long-term cargo demand.\nSince the launch of the model in 1995, UPS has ordered a total of 91 of the aircraft, according to the statement.\nBoeing, which controls 90% of the freighter market, forecasts an annual increase of 4% in air cargo demand over the next 20 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699704512,"gmtCreate":1639887528360,"gmtModify":1639887531224,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Like] ","listText":"[Like] ","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699704512","repostId":"2192903795","repostType":4,"repost":{"id":"2192903795","kind":"highlight","pubTimestamp":1639880431,"share":"https://www.laohu8.com/m/news/2192903795?lang=&edition=full","pubTime":"2021-12-19 10:20","market":"us","language":"en","title":"5 Growth Stocks to Buy Now for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2192903795","media":"Motley Fool","summary":"Can these five stock picks boost your 2022 gains?","content":"<p>Today, I provide five growth stocks that I think will perform well in 2022 and beyond. These stock picks cover enormous secular growth trends that should flourish over the long term.</p>\n<p><a href=\"https://laohu8.com/S/NVDA\"><b>Nvidia</b> </a> is the first stock on the list. It's easy to see why some investors would shy away from Nvidia at these levels. The stock price has delivered over 67,000% returns since going public in 1999. A $10,000 investment would be worth approximately $6.7 million today. But the company is firing on all cylinders, and when you look under the hood, you will find that its future looks very bright, which can arguably justify the premium share price. Nvidia has its hands in nearly every secular tailwind imaginable:</p>\n<ul>\n <li>Data centers</li>\n <li>Cloud computing</li>\n <li>Cybersecurity </li>\n <li>Space exploration</li>\n <li>Video gaming</li>\n <li>Online gambling</li>\n <li>Augmented reality (AR)</li>\n <li>Virtual reality (VR)</li>\n <li>Mixed reality (MR)</li>\n <li>Autonomous driving</li>\n <li>Electric vehicles</li>\n <li>Genomics</li>\n <li>Esports</li>\n <li>5G</li>\n <li>E-commerce</li>\n <li>Cryptocurrency</li>\n <li>Artificial intelligence (AI)</li>\n <li>Metaverse</li>\n <li>Big data</li>\n</ul>\n<p><a href=\"https://laohu8.com/S/TSLA\"><b>Tesla</b> </a> has made a historic run over the past couple of years, but with Elon Musk at the helm, the future still looks very bright. The company continues to grow rapidly while improving net profit margins and cash flows. The EV super cycle is just getting started, and Tesla is poised to be top dog. Not only is Tesla a top autonomous and electric vehicle manufacturer, it is, in my opinion, also the best artificial intelligence company in the world. </p>\n<p><b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Think \"big data.\" Interestingly, Snowflake is not a SaaS company since its revenue is over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. In addition to big data and analytics, I believe Snowflake is positioned well to create a unique digital advertising moat, which I discuss in detail here. I have been a fan of this stock since pre-IPO, and I have high conviction long term.</p>\n<p><a href=\"https://laohu8.com/S/U\"><b>Unity Software</b> </a> is best known for gaming. It provides tools and software to assist developers in game creation and marketing. In 2019, over 50% of the top 1,000 mobile games were created using Unity. Unity has players in 195 countries, so it's literally a global company. Unity powers billon-dollar mobile games like <i>Pokémon Go</i> and <i>Angry Birds</i>. </p>\n<p>But augmented reality (AR) and virtual reality (VR) are why I personally own the stock. Think metaverse! However, Unity is actually quite diverse in terms of its offerings and industry segments. Here are some other areas Unity works in outside of gaming:</p>\n<ul>\n <li>Automotive, transportation, and manufacturing</li>\n <li>Film, animation, and cinematics</li>\n <li>Architecture, engineering, and construction</li>\n <li>Government and aerospace</li>\n <li>Gambling</li>\n</ul>\n<p><b><a href=\"https://laohu8.com/S/PATH\">UiPath</a></b> (NYSE:PATH) is a global software company focused on robotic process automation, also called RPA. The company's software enables organizations to automate data entry and repetitive tasks. RPA technology makes it simple for businesses to build, deploy, and manage bots. These software robots emulate human actions and provide many benefits. Examples include:</p>\n<ul>\n <li>Increased production times</li>\n <li>Reduction of costs</li>\n <li>Increased employee creativity and innovation</li>\n <li>Improved efficiency</li>\n <li>Increased employee happiness and retention</li>\n <li>Improved process quality</li>\n <li>Higher employee productivity</li>\n <li>Improved customer service</li>\n</ul>","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>5 Growth Stocks to Buy Now for 2022</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\">\n5 Growth Stocks to Buy Now for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-19 10:20 GMT+8 <a href=https://www.fool.com/investing/2021/12/18/5-growth-stocks-to-buy-now-for-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I provide five growth stocks that I think will perform well in 2022 and beyond. These stock picks cover enormous secular growth trends that should flourish over the long term.\nNvidia is the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/18/5-growth-stocks-to-buy-now-for-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","BK4141":"半导体产品","NVDA":"英伟达","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4099":"汽车制造商","BK4549":"软银资本持仓","BK4543":"AI","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4527":"明星科技股","U":"Unity Software Inc.","BK4529":"IDC概念","BK4213":"石油与天然气的勘探与生产","BK4539":"次新股","BK4528":"SaaS概念","BK4023":"应用软件","PATH":"UiPath","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","SNOW":"Snowflake","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","VR":"GLOBAL X METAVERSE ETF","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓"},"source_url":"https://www.fool.com/investing/2021/12/18/5-growth-stocks-to-buy-now-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192903795","content_text":"Today, I provide five growth stocks that I think will perform well in 2022 and beyond. These stock picks cover enormous secular growth trends that should flourish over the long term.\nNvidia is the first stock on the list. It's easy to see why some investors would shy away from Nvidia at these levels. The stock price has delivered over 67,000% returns since going public in 1999. A $10,000 investment would be worth approximately $6.7 million today. But the company is firing on all cylinders, and when you look under the hood, you will find that its future looks very bright, which can arguably justify the premium share price. Nvidia has its hands in nearly every secular tailwind imaginable:\n\nData centers\nCloud computing\nCybersecurity \nSpace exploration\nVideo gaming\nOnline gambling\nAugmented reality (AR)\nVirtual reality (VR)\nMixed reality (MR)\nAutonomous driving\nElectric vehicles\nGenomics\nEsports\n5G\nE-commerce\nCryptocurrency\nArtificial intelligence (AI)\nMetaverse\nBig data\n\nTesla has made a historic run over the past couple of years, but with Elon Musk at the helm, the future still looks very bright. The company continues to grow rapidly while improving net profit margins and cash flows. The EV super cycle is just getting started, and Tesla is poised to be top dog. Not only is Tesla a top autonomous and electric vehicle manufacturer, it is, in my opinion, also the best artificial intelligence company in the world. \nSnowflake offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Think \"big data.\" Interestingly, Snowflake is not a SaaS company since its revenue is over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. In addition to big data and analytics, I believe Snowflake is positioned well to create a unique digital advertising moat, which I discuss in detail here. I have been a fan of this stock since pre-IPO, and I have high conviction long term.\nUnity Software is best known for gaming. It provides tools and software to assist developers in game creation and marketing. In 2019, over 50% of the top 1,000 mobile games were created using Unity. Unity has players in 195 countries, so it's literally a global company. Unity powers billon-dollar mobile games like Pokémon Go and Angry Birds. \nBut augmented reality (AR) and virtual reality (VR) are why I personally own the stock. Think metaverse! However, Unity is actually quite diverse in terms of its offerings and industry segments. Here are some other areas Unity works in outside of gaming:\n\nAutomotive, transportation, and manufacturing\nFilm, animation, and cinematics\nArchitecture, engineering, and construction\nGovernment and aerospace\nGambling\n\nUiPath (NYSE:PATH) is a global software company focused on robotic process automation, also called RPA. The company's software enables organizations to automate data entry and repetitive tasks. RPA technology makes it simple for businesses to build, deploy, and manage bots. These software robots emulate human actions and provide many benefits. Examples include:\n\nIncreased production times\nReduction of costs\nIncreased employee creativity and innovation\nImproved efficiency\nIncreased employee happiness and retention\nImproved process quality\nHigher employee productivity\nImproved customer service","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872167009,"gmtCreate":1637460184055,"gmtModify":1637460184182,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Surprised] ","listText":"[Surprised] ","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872167009","repostId":"2184828242","repostType":4,"repost":{"id":"2184828242","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1637459850,"share":"https://www.laohu8.com/m/news/2184828242?lang=&edition=full","pubTime":"2021-11-21 09:57","market":"us","language":"en","title":"Apple tells workers they have right to discuss wages, working conditions","url":"https://stock-news.laohu8.com/highlight/detail?id=2184828242","media":"Reuters","summary":"Apple delivered a message to employees on Friday that was striking given its reputation for secrecy:","content":"<p>Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.</p>\n<p>The notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.</p>\n<p>In a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.</p>\n<p>\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.</p>\n<p>A spokesperson for Apple declined to comment.</p>\n<p>Apple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.</p>\n<p>But employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.</p>\n<p>Parrish, who was fired after playing a leading role in employee activism</p>\n<p>said she is hopeful that Apple's message will ease the path for others.</p>\n<p>\"The first step is making sure people are aware of their rights,\" she said.</p>\n<p>Apple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"</p>\n<p>The move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.</p>\n<p>Earlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that she is leaving the company.</p>\n<p>Scarlett filed a charge with the National Labor Relations Board</p>\n<p>alleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.</p>\n<p>Scarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.</p>\n<p>Apple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple tells workers they have right to discuss wages, working conditions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple tells workers they have right to discuss wages, working conditions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-11-21 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.</p>\n<p>The notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.</p>\n<p>In a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.</p>\n<p>\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.</p>\n<p>A spokesperson for Apple declined to comment.</p>\n<p>Apple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.</p>\n<p>But employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.</p>\n<p>Parrish, who was fired after playing a leading role in employee activism</p>\n<p>said she is hopeful that Apple's message will ease the path for others.</p>\n<p>\"The first step is making sure people are aware of their rights,\" she said.</p>\n<p>Apple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"</p>\n<p>The move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.</p>\n<p>Earlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that she is leaving the company.</p>\n<p>Scarlett filed a charge with the National Labor Relations Board</p>\n<p>alleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.</p>\n<p>Scarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.</p>\n<p>Apple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4505":"高瓴资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4507":"流媒体概念","BK4501":"段永平概念","BK4527":"明星科技股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184828242","content_text":"Apple delivered a message to employees on Friday that was striking given its reputation for secrecy: a reminder that workers may discuss wages, hours and working conditions.\nThe notice came as some employees have been pushing Apple to do more to ensure there are no unfair gaps in pay across the company.\nIn a post on an internal site, Apple said its policies do not preclude employees from \"speaking freely\" about working conditions, according to a copy of the message viewed by Reuters.\n\"We encourage any employee with concerns to raise them in the way they feel most comfortable, internally or externally,\" the post states.\nA spokesperson for Apple declined to comment.\nApple's business conduct policy already included language stating that workers were not restricted in their ability to discuss wages, hours and working conditions, which is generally protected under U.S. law.\nBut employees who have spoken out in recent months have faced resistance, said former Apple program manager Janneke Parrish.\nParrish, who was fired after playing a leading role in employee activism\nsaid she is hopeful that Apple's message will ease the path for others.\n\"The first step is making sure people are aware of their rights,\" she said.\nApple has previously said it does not discuss specific employee matters and is \"deeply committed to creating and maintaining a positive and inclusive workplace.\"\nThe move comes amid a broader push by Silicon Valley workers to speak out about their working conditions and the impact of technology on society.\nEarlier this week, another prominent activist, Apple software engineer Cher Scarlett, wrote on Twitter that she is leaving the company.\nScarlett filed a charge with the National Labor Relations Board\nalleging that Apple halted discussions of pay among employees. Her lawyer, Aleksandr Felstiner, said the matter had been settled and the charge would be withdrawn. Scarlett said she could not comment.\nScarlett and Parrish worked together on \"#AppleToo,\" a group through which current and former employees have been sharing stories of what they call harassment and discrimination.\nApple is known for its secretive culture, intended to keep details of new products under wraps. Employees sometimes are unaware of their right to speak about topics such as pay and working conditions, Parrish said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840613626,"gmtCreate":1635642121984,"gmtModify":1635642122096,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[666] ","listText":"[666] ","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840613626","repostId":"2179223698","repostType":4,"repost":{"id":"2179223698","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1635578545,"share":"https://www.laohu8.com/m/news/2179223698?lang=&edition=full","pubTime":"2021-10-30 15:22","market":"sh","language":"en","title":"Biden to push G20 energy producers to boost capacity, ease price pressures","url":"https://stock-news.laohu8.com/highlight/detail?id=2179223698","media":"Reuters","summary":"ROME, Oct 30 (Reuters) - U.S. President Joe Biden on Saturday will urge major G20 energy producers w","content":"<p>ROME, Oct 30 (Reuters) - U.S. President Joe Biden on Saturday will urge major G20 energy producers with spare capacity to boost production to ensure a stronger global economic recovery, a senior administration official said ahead of a summit bringing together leaders of the world's largest economies.</p>\n<p>Biden and other Group of 20 leaders are slated to discuss efforts to end the COVID-19 pandemic and agree on a new task force to improve coordination and planning to prevent the next <a href=\"https://laohu8.com/S/AONE.U\">one</a>. They also expect to endorse an agreement backed by more than 130 countries to establish a new global minimum tax.</p>\n<p>But members are divided on other issues. With oil and gas prices surging, some energy-producing countries such as Russia and Saudi Arabia have not boosted output enough to satisfy countries that are largely consumers of energy and worry about energy shortages and inflation.</p>\n<p>Biden's top advisers have voiced concerns about energy suppliers not boosting production enough to meet surging demand.</p>\n<p>Rocketing natural gas prices, with the European benchmark up almost 600% this year, have been fuelled by low inventories and surging demand as economies recover from the COVID-19 crisis.</p>\n<p>Biden's national security adviser Jake Sullivan raised similar issues</p>\n<p>during a visit to Brussels this month, singling out Russia for its \"history of using energy as a tool of coercion, as a political weapon.\"</p>\n<p>Russia, a major natural gas supplier to Europe, and its energy giant Gazprom are being urged to do more to ease prices in the spot market.</p>\n<p>\"It's a delicate time in the global economy, and what's important is that global energy supplies keep up with global energy demand,\" the senior administration official said.</p>\n<p>\"There are major energy producers that have spare capacity, and we're encouraging them to use to ensure a stronger, more sustainable recovery across the world,\" the official said, without naming any specific countries.</p>\n<p>The official said G20 leaders would not specifically target the Organization of the Petroleum Exporting Countries (OPEC), which includes Saudi Arabia, or set any targets for energy production.</p>\n<p>Russian President Vladimir Putin will not attend the summit in person, but is expected to participate virtually.</p>\n<p>Comments from Russian Deputy Prime Minister Alexander Novak earlier this month sparked fresh tensions over the Nord Stream 2 undersea gas pipeline, which Washington has long opposed and which is now awaiting clearance from a German regulator.</p>\n<p>Novak said clearing the pipeline could help ease shortfalls, sparking concerns that Russia has failed to boost its production of gas - now delivered via land-based pipelines - precisely to put pressure on Europe to approve Nord Stream 2.</p>\n<p>During their talks on the economy, G20 leaders will also back an agreement reached by more than 130 countries on a global minimum corporate tax of 15% that will reshape the world economy and could result in some $60 billion in additional tax revenues per year for the United States alone, the official said.</p>\n<p>\"The deal is a testament to American diplomacy and leadership,\" the official said, noting that Biden and Treasury Secretary Janet Yellen had worked hard to secure the agreement.</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>Biden to push G20 energy producers to boost capacity, ease price pressures</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\">\nBiden to push G20 energy producers to boost capacity, ease price pressures\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-30 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>ROME, Oct 30 (Reuters) - U.S. President Joe Biden on Saturday will urge major G20 energy producers with spare capacity to boost production to ensure a stronger global economic recovery, a senior administration official said ahead of a summit bringing together leaders of the world's largest economies.</p>\n<p>Biden and other Group of 20 leaders are slated to discuss efforts to end the COVID-19 pandemic and agree on a new task force to improve coordination and planning to prevent the next <a href=\"https://laohu8.com/S/AONE.U\">one</a>. They also expect to endorse an agreement backed by more than 130 countries to establish a new global minimum tax.</p>\n<p>But members are divided on other issues. With oil and gas prices surging, some energy-producing countries such as Russia and Saudi Arabia have not boosted output enough to satisfy countries that are largely consumers of energy and worry about energy shortages and inflation.</p>\n<p>Biden's top advisers have voiced concerns about energy suppliers not boosting production enough to meet surging demand.</p>\n<p>Rocketing natural gas prices, with the European benchmark up almost 600% this year, have been fuelled by low inventories and surging demand as economies recover from the COVID-19 crisis.</p>\n<p>Biden's national security adviser Jake Sullivan raised similar issues</p>\n<p>during a visit to Brussels this month, singling out Russia for its \"history of using energy as a tool of coercion, as a political weapon.\"</p>\n<p>Russia, a major natural gas supplier to Europe, and its energy giant Gazprom are being urged to do more to ease prices in the spot market.</p>\n<p>\"It's a delicate time in the global economy, and what's important is that global energy supplies keep up with global energy demand,\" the senior administration official said.</p>\n<p>\"There are major energy producers that have spare capacity, and we're encouraging them to use to ensure a stronger, more sustainable recovery across the world,\" the official said, without naming any specific countries.</p>\n<p>The official said G20 leaders would not specifically target the Organization of the Petroleum Exporting Countries (OPEC), which includes Saudi Arabia, or set any targets for energy production.</p>\n<p>Russian President Vladimir Putin will not attend the summit in person, but is expected to participate virtually.</p>\n<p>Comments from Russian Deputy Prime Minister Alexander Novak earlier this month sparked fresh tensions over the Nord Stream 2 undersea gas pipeline, which Washington has long opposed and which is now awaiting clearance from a German regulator.</p>\n<p>Novak said clearing the pipeline could help ease shortfalls, sparking concerns that Russia has failed to boost its production of gas - now delivered via land-based pipelines - precisely to put pressure on Europe to approve Nord Stream 2.</p>\n<p>During their talks on the economy, G20 leaders will also back an agreement reached by more than 130 countries on a global minimum corporate tax of 15% that will reshape the world economy and could result in some $60 billion in additional tax revenues per year for the United States alone, the official said.</p>\n<p>\"The deal is a testament to American diplomacy and leadership,\" the official said, noting that Biden and Treasury Secretary Janet Yellen had worked hard to secure the agreement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UGAZ":"三倍做多天然气ETN(VelocityShares)","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF","UNG":"美国天然气基金","UCO":"二倍做多彭博原油ETF","DWT":"三倍做空原油ETN","DGAZ":"三倍做空天然气ETN(VelocityShares)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179223698","content_text":"ROME, Oct 30 (Reuters) - U.S. President Joe Biden on Saturday will urge major G20 energy producers with spare capacity to boost production to ensure a stronger global economic recovery, a senior administration official said ahead of a summit bringing together leaders of the world's largest economies.\nBiden and other Group of 20 leaders are slated to discuss efforts to end the COVID-19 pandemic and agree on a new task force to improve coordination and planning to prevent the next one. They also expect to endorse an agreement backed by more than 130 countries to establish a new global minimum tax.\nBut members are divided on other issues. With oil and gas prices surging, some energy-producing countries such as Russia and Saudi Arabia have not boosted output enough to satisfy countries that are largely consumers of energy and worry about energy shortages and inflation.\nBiden's top advisers have voiced concerns about energy suppliers not boosting production enough to meet surging demand.\nRocketing natural gas prices, with the European benchmark up almost 600% this year, have been fuelled by low inventories and surging demand as economies recover from the COVID-19 crisis.\nBiden's national security adviser Jake Sullivan raised similar issues\nduring a visit to Brussels this month, singling out Russia for its \"history of using energy as a tool of coercion, as a political weapon.\"\nRussia, a major natural gas supplier to Europe, and its energy giant Gazprom are being urged to do more to ease prices in the spot market.\n\"It's a delicate time in the global economy, and what's important is that global energy supplies keep up with global energy demand,\" the senior administration official said.\n\"There are major energy producers that have spare capacity, and we're encouraging them to use to ensure a stronger, more sustainable recovery across the world,\" the official said, without naming any specific countries.\nThe official said G20 leaders would not specifically target the Organization of the Petroleum Exporting Countries (OPEC), which includes Saudi Arabia, or set any targets for energy production.\nRussian President Vladimir Putin will not attend the summit in person, but is expected to participate virtually.\nComments from Russian Deputy Prime Minister Alexander Novak earlier this month sparked fresh tensions over the Nord Stream 2 undersea gas pipeline, which Washington has long opposed and which is now awaiting clearance from a German regulator.\nNovak said clearing the pipeline could help ease shortfalls, sparking concerns that Russia has failed to boost its production of gas - now delivered via land-based pipelines - precisely to put pressure on Europe to approve Nord Stream 2.\nDuring their talks on the economy, G20 leaders will also back an agreement reached by more than 130 countries on a global minimum corporate tax of 15% that will reshape the world economy and could result in some $60 billion in additional tax revenues per year for the United States alone, the official said.\n\"The deal is a testament to American diplomacy and leadership,\" the official said, noting that Biden and Treasury Secretary Janet Yellen had worked hard to secure the agreement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850623959,"gmtCreate":1634597765207,"gmtModify":1634597769872,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/850623959","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohu8.com/m/news/1185155570?lang=&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p>\n<p><img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p>\n<p>Albertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.</p>\n<p>On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.</p>\n<p>Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p>\n<p>Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p>\n<p><b>Monday 10/18</b></p>\n<p><b>The Federal Reserve</b> releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p>\n<p>Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p>\n<p><b>Tuesday 10/19</b></p>\n<p><b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p>\n<p>Halliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p>\n<p><b>Wednesday 10/20</b></p>\n<p><b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p>\n<p>Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p>\n<p><b>Thursday 10/21</b></p>\n<p><b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p>\n<p>Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p>\n<p><b>The Philadelphia Fed</b> diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p>\n<p><b>The Conference Board</b> releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p>\n<p><b>Friday 10/22</b></p>\n<p><b>IHS Markit releases</b> the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p>\n<p>Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-18 06:51 GMT+8 <a href=https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","JNJ":"强生",".DJI":"道琼斯","HAL":"哈里伯顿","LUV":"西南航空","AXP":"美国运通",".IXIC":"NASDAQ Composite","NFLX":"奈飞","INTC":"英特尔","IBM":"IBM",".SPX":"S&P 500 Index","UAL":"联合大陆航空","AAL":"美国航空","TSLA":"特斯拉","CMG":"墨式烧烤"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693287961,"gmtCreate":1640041197814,"gmtModify":1640041198014,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[666] ","listText":"[666] ","text":"[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693287961","repostId":"2192189190","repostType":4,"repost":{"id":"2192189190","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1640040700,"share":"https://www.laohu8.com/m/news/2192189190?lang=&edition=full","pubTime":"2021-12-21 06:51","market":"us","language":"en","title":"Moderna says booster dose of its COVID-19 vaccine appears protective vs Omicron","url":"https://stock-news.laohu8.com/highlight/detail?id=2192189190","media":"Reuters","summary":"Dec 20 (Reuters) - Moderna Inc said on Monday that a booster dose of its COVID-19 vaccine appeared t","content":"<p>Dec 20 (Reuters) - Moderna Inc said on Monday that a booster dose of its COVID-19 vaccine appeared to be protective against the fast-spreading Omicron variant of the coronavirus in laboratory testing and that the current version of the shot would continue to be its \"first line of defense against Omicron.\"</p>\n<p>The company said its decision to focus on the current vaccine, mRNA-1273, was driven in part by how quickly the recently-discovered variant is spreading.</p>\n<p>Moderna said it still plans to develop a vaccine to protect against Omicron specifically and hopes to start clinical trials early next year.</p>\n<p>\"What we have available right now is 1273,\" Dr. Paul Burton, Moderna's chief medical officer, said in an interview. \"It's highly effective, and it's extremely safe. I think it will protect people through the coming holiday period and through these winter months, when we're going to see the most severe pressure of Omicron.\"</p>\n<p>Moderna's shares fell more than 6% at $276.38 on Monday.</p>\n<p>The company said a two-dose course of its vaccine generated low neutralizing antibodies against the Omicron variant, but a 50-microgram booster dose increased neutralizing antibodies against the variant 37 fold. A 100-microgram booster - the same strength as the original shots - drove neutralizing antibodies to more than 80 times pre-boost levels.</p>\n<p>Moderna President Stephen Hoge on a conference call said the company currently does not plan to pursue approval for the higher booster dose.</p>\n<p>The antibody levels generated by the lower dose shot \"are comfortably above\" what would signify a risk of breakthrough infections for other variants of concern, Hoge said.</p>\n<p>Moderna did not specify whether it believes its two-dose regimen will reduce hospitalizations or deaths from the Omicron variant. Studies by other researchers have shown a \"reasonable and robust\" T cell response is maintained against the variant, Hoge said, which could suggest protection against severe disease. T cells in the immune system recognize and eliminate virus-infected cells.</p>\n<p>The new data, which has not yet been peer reviewed, tested blood from people who had received Moderna's vaccine against a pseudovirus engineered to resemble the Omicron variant. It is similar to data discussed last week by top U.S. infectious disease expert Dr. Anthony Fauci.</p>\n<p>It may not be necessary to push antibody levels higher than those generated by the 50-microgram dose for many people, said Hoge. Governments could, however, choose a higher-dose version if they want to confer an enhanced level of protection.</p>\n<p>The company said the 100-microgram dose was generally safe and well tolerated, although there was a trend toward slightly more frequent adverse reactions.</p>\n<p>U.S. regulators authorized the 50-microgram booster of Moderna's vaccine in October.</p>\n<p>Both the Moderna and the Pfizer/BioNTech vaccines have been linked to rare cases of heart inflammation, particularly in young men. Several studies have suggested that Moderna's vaccine is likely to cause the heart inflammation at a higher rate than Pfizer's.</p>\n<p>Omicron, a highly contagious variant first detected last month in southern Africa and Hong Kong, has raced around the globe and been reported in 89 countries, the World Health Organization said on Saturday.</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>Moderna says booster dose of its COVID-19 vaccine appears protective vs Omicron</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\">\nModerna says booster dose of its COVID-19 vaccine appears protective vs Omicron\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-12-21 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 20 (Reuters) - Moderna Inc said on Monday that a booster dose of its COVID-19 vaccine appeared to be protective against the fast-spreading Omicron variant of the coronavirus in laboratory testing and that the current version of the shot would continue to be its \"first line of defense against Omicron.\"</p>\n<p>The company said its decision to focus on the current vaccine, mRNA-1273, was driven in part by how quickly the recently-discovered variant is spreading.</p>\n<p>Moderna said it still plans to develop a vaccine to protect against Omicron specifically and hopes to start clinical trials early next year.</p>\n<p>\"What we have available right now is 1273,\" Dr. Paul Burton, Moderna's chief medical officer, said in an interview. \"It's highly effective, and it's extremely safe. I think it will protect people through the coming holiday period and through these winter months, when we're going to see the most severe pressure of Omicron.\"</p>\n<p>Moderna's shares fell more than 6% at $276.38 on Monday.</p>\n<p>The company said a two-dose course of its vaccine generated low neutralizing antibodies against the Omicron variant, but a 50-microgram booster dose increased neutralizing antibodies against the variant 37 fold. A 100-microgram booster - the same strength as the original shots - drove neutralizing antibodies to more than 80 times pre-boost levels.</p>\n<p>Moderna President Stephen Hoge on a conference call said the company currently does not plan to pursue approval for the higher booster dose.</p>\n<p>The antibody levels generated by the lower dose shot \"are comfortably above\" what would signify a risk of breakthrough infections for other variants of concern, Hoge said.</p>\n<p>Moderna did not specify whether it believes its two-dose regimen will reduce hospitalizations or deaths from the Omicron variant. Studies by other researchers have shown a \"reasonable and robust\" T cell response is maintained against the variant, Hoge said, which could suggest protection against severe disease. T cells in the immune system recognize and eliminate virus-infected cells.</p>\n<p>The new data, which has not yet been peer reviewed, tested blood from people who had received Moderna's vaccine against a pseudovirus engineered to resemble the Omicron variant. It is similar to data discussed last week by top U.S. infectious disease expert Dr. Anthony Fauci.</p>\n<p>It may not be necessary to push antibody levels higher than those generated by the 50-microgram dose for many people, said Hoge. Governments could, however, choose a higher-dose version if they want to confer an enhanced level of protection.</p>\n<p>The company said the 100-microgram dose was generally safe and well tolerated, although there was a trend toward slightly more frequent adverse reactions.</p>\n<p>U.S. regulators authorized the 50-microgram booster of Moderna's vaccine in October.</p>\n<p>Both the Moderna and the Pfizer/BioNTech vaccines have been linked to rare cases of heart inflammation, particularly in young men. Several studies have suggested that Moderna's vaccine is likely to cause the heart inflammation at a higher rate than Pfizer's.</p>\n<p>Omicron, a highly contagious variant first detected last month in southern Africa and Hong Kong, has raced around the globe and been reported in 89 countries, the World Health Organization said on Saturday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4139":"生物科技","MRNA":"Moderna, Inc.","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4532":"文艺复兴科技持仓"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192189190","content_text":"Dec 20 (Reuters) - Moderna Inc said on Monday that a booster dose of its COVID-19 vaccine appeared to be protective against the fast-spreading Omicron variant of the coronavirus in laboratory testing and that the current version of the shot would continue to be its \"first line of defense against Omicron.\"\nThe company said its decision to focus on the current vaccine, mRNA-1273, was driven in part by how quickly the recently-discovered variant is spreading.\nModerna said it still plans to develop a vaccine to protect against Omicron specifically and hopes to start clinical trials early next year.\n\"What we have available right now is 1273,\" Dr. Paul Burton, Moderna's chief medical officer, said in an interview. \"It's highly effective, and it's extremely safe. I think it will protect people through the coming holiday period and through these winter months, when we're going to see the most severe pressure of Omicron.\"\nModerna's shares fell more than 6% at $276.38 on Monday.\nThe company said a two-dose course of its vaccine generated low neutralizing antibodies against the Omicron variant, but a 50-microgram booster dose increased neutralizing antibodies against the variant 37 fold. A 100-microgram booster - the same strength as the original shots - drove neutralizing antibodies to more than 80 times pre-boost levels.\nModerna President Stephen Hoge on a conference call said the company currently does not plan to pursue approval for the higher booster dose.\nThe antibody levels generated by the lower dose shot \"are comfortably above\" what would signify a risk of breakthrough infections for other variants of concern, Hoge said.\nModerna did not specify whether it believes its two-dose regimen will reduce hospitalizations or deaths from the Omicron variant. Studies by other researchers have shown a \"reasonable and robust\" T cell response is maintained against the variant, Hoge said, which could suggest protection against severe disease. T cells in the immune system recognize and eliminate virus-infected cells.\nThe new data, which has not yet been peer reviewed, tested blood from people who had received Moderna's vaccine against a pseudovirus engineered to resemble the Omicron variant. It is similar to data discussed last week by top U.S. infectious disease expert Dr. Anthony Fauci.\nIt may not be necessary to push antibody levels higher than those generated by the 50-microgram dose for many people, said Hoge. Governments could, however, choose a higher-dose version if they want to confer an enhanced level of protection.\nThe company said the 100-microgram dose was generally safe and well tolerated, although there was a trend toward slightly more frequent adverse reactions.\nU.S. regulators authorized the 50-microgram booster of Moderna's vaccine in October.\nBoth the Moderna and the Pfizer/BioNTech vaccines have been linked to rare cases of heart inflammation, particularly in young men. Several studies have suggested that Moderna's vaccine is likely to cause the heart inflammation at a higher rate than Pfizer's.\nOmicron, a highly contagious variant first detected last month in southern Africa and Hong Kong, has raced around the globe and been reported in 89 countries, the World Health Organization said on Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604314798,"gmtCreate":1639349695743,"gmtModify":1639349695943,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Surprised] ","listText":"[Surprised] ","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604314798","repostId":"2190679207","repostType":4,"repost":{"id":"2190679207","kind":"highlight","pubTimestamp":1639281804,"share":"https://www.laohu8.com/m/news/2190679207?lang=&edition=full","pubTime":"2021-12-12 12:03","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035","url":"https://stock-news.laohu8.com/highlight/detail?id=2190679207","media":"Motley Fool","summary":"These two stocks could change your retirement.","content":"<p>Over the past 15 years, the <b>S&P 500</b> has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.</p>\n<p>While this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think <b>Latch</b> (NASDAQ:LTCH) and <b>Lemonade</b> (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.</p>\n<h2>1. Latch: Smart security</h2>\n<p>This smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on <a href=\"https://laohu8.com/S/AONE.U\">one</a> platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.</p>\n<p>Nearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.</p>\n<p>Latch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.</p>\n<p>Latch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like <b>Brookfield</b> (NYSE:BAM) and <b>Avalon Bay</b> (NYSE:AVB).</p>\n<p>This company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.</p>\n<table border=\"1\">\n <tbody>\n <tr>\n <th>Metric</th>\n <th>Q3 2020</th>\n <th>Q3 2021</th>\n <th>Change</th>\n </tr>\n <tr>\n <td>Net loss</td>\n <td>$15.9 million</td>\n <td>$34.2 million</td>\n <td>115%</td>\n </tr>\n <tr>\n <td>Net loss as a percentage of revenue</td>\n <td>311.5%</td>\n <td>305.7%</td>\n <td>N/A</td>\n </tr>\n </tbody>\n</table>\n<p>The company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.</p>\n<p>Also, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.</p>\n<h2>2. Lemonade: An insurance provider anyone can love</h2>\n<p>Lemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.</p>\n<p>Lemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.</p>\n<p>The company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.</p>\n<table border=\"1\">\n <tbody>\n <tr>\n <th>Metric</th>\n <th>First Nine Months of 2020</th>\n <th>First Nine Months of 2021</th>\n <th>Change</th>\n </tr>\n <tr>\n <td>Net loss</td>\n <td>$88.4 million</td>\n <td>$171.0 million</td>\n <td>93.4%</td>\n </tr>\n <tr>\n <td>Net loss as a percentage of revenue</td>\n <td>119.6%</td>\n <td>195.6%</td>\n <td><p>N/A</p></td>\n </tr>\n </tbody>\n</table>\n<p>This major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.</p>\n<p>Lemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.</p>\n<p>Both of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.</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>Want $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035</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\">\nWant $1 Million in Retirement? Invest $100,000 in These 2 Stocks and Hold Until 2035\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 12:03 GMT+8 <a href=https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","ESG":"FlexShares STOXX US ESG Select Index Fund","BK4543":"AI","LTCH":"Latch, Inc.","BK4215":"住宅房地产投资信托","BAM":"布鲁克菲尔德资产管理","BK4107":"财产与意外伤害保险","AVB":"阿湾物产","BK4528":"SaaS概念","BK4023":"应用软件","AI":"C3.ai, Inc.","BK4135":"资产管理与托管银行","BK4549":"软银资本持仓","LMND":"Lemonade, Inc.","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2021/12/11/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190679207","content_text":"Over the past 15 years, the S&P 500 has risen in price 232%, which results in a 9.8% compound annual growth rate without inflation. If this continued for the next 15 years, you would have over $300,000 in savings to retire on if you invested $100,000, which is bigger than the average 60-year-old American's 401(k) balance.\nWhile this strategy could produce solid returns, there are two stocks that could crush that average by 2035. Here's why I think Latch (NASDAQ:LTCH) and Lemonade (NYSE:LMND) have the potential to provide high-quality returns so that you can retire right.\n1. Latch: Smart security\nThis smart lock manufacturer is taking the industry by storm with its software. With LatchOS, apartment managers can get a birds-eye view of all their apartments on one platform, making sure all of their tenants are safe and secure. Moreover, managers can let in workers or delivery people from that platform. Latch is the only company that can offer a combination of smart, keyless locks and innovative software, so it's no wonder it is rapidly being adopted by apartment buildings across America.\nNearly a third of new apartment buildings are being built today with Latch installed in them, and once Latch's locks are in, it can be incredibly hard to replace them with a competitor. Additionally, when customers agree to use Latch, they sign six- to 10-year contracts to use LatchOS. These two factors provide amazingly high switching costs, so once Latch is installed, it's likely that its users will stay Latch users for a long time. Latch has experienced zero turnovers since it started operations in 2017, and that will probably continue to be the case.\nLatch's market is massive, and the high switching costs and first-mover advantage will likely allow the company to capitalize on it. Latch sees a market opportunity of $54 billion in the U.S. alone, and if the company is able to expand internationally in a few years, that adds another $90 billion.\nLatch's partnerships will be another integral part of the company's success. Since Latch customers sign agreements with Latch to use its products before the apartments are even built, it is crucial that Latch is in talks with apartment managers before the construction team breaks ground. That is why Latch has partnered with some of the largest apartment builders in the U.S., like Brookfield (NYSE:BAM) and Avalon Bay (NYSE:AVB).\nThis company has only been operational since 2017, so there are plenty of risks with this business. The primary risk is that it is losing lots of cash.\n\n\n\nMetric\nQ3 2020\nQ3 2021\nChange\n\n\nNet loss\n$15.9 million\n$34.2 million\n115%\n\n\nNet loss as a percentage of revenue\n311.5%\n305.7%\nN/A\n\n\n\nThe company is making most of its money today on its locks, which it sells at a loss. These losses are bad today, but Latch's profitability can improve. Latch has noted that the timeframe it takes from construction to a builder beginning their subscription services is 24 months. The contracts the company has seen could finally turn into reportable revenue within the next couple of years. Analysts see the potential as well with growth forecasts of nearly 50% for the next five years.\nAlso, as its customers stay with the company longer and pay more in its subscription fees for the software -- which has gross margins of 90% -- the company's losses will likely improve to provide a pathway to profitability. This could be a multi-year effort, but if it can use its differentiated product and strong partnerships to attract customers and its high switching costs to retain them, Latch could give investors immense returns by 2035.\n2. Lemonade: An insurance provider anyone can love\nLemonade is making insurance enjoyable. Whether applying for insurance or getting a claim, Lemonade's process is easy and hassle-free with its artificial intelligence (AI)-based bots that can approve applicants and claims in seconds. The company is also aligning its interest with its consumers: Lemonade charges a flat fee, and any money from leftover claims that went unpaid goes to charities that Lemonade customers choose. So far in 2021, Lemonade has donated over $2.2 million in unpaid claims on behalf of its customers.\nLemonade's incentive alignment structure can hurt its bottom line, but it has resulted in amazing customer attraction. Lemonade has over 1.3 million customers, and it has been one of the fastest-growing insurance stocks ever.\nThe company started in renters insurance, targeting young renters. However, just as its customers have moved on in life, Lemonade has expanded. Now it offers homeowners, pet, life, and even car insurance. Lemonade hopes to attract young customers with small offerings like renters and car insurance, then integrate them deeper into the ecosystem with its fast and delightful service.\n\n\n\nMetric\nFirst Nine Months of 2020\nFirst Nine Months of 2021\nChange\n\n\nNet loss\n$88.4 million\n$171.0 million\n93.4%\n\n\nNet loss as a percentage of revenue\n119.6%\n195.6%\nN/A\n\n\n\nThis major uptick in net losses has primarily been because of the company's loss ratio. Lemonade's net loss ratio -- which represents the amount of premium paid out on claims -- was 77% in the third quarter. A ratio of 75% or below is the long-term goal that management is targeting, but it has been consistently higher in 2021 because of the new products that Lemonade has launched this year and in 2020.\nLemonade's AI can often take time to learn and collect data about its new markets, resulting in poor short-term performance but long-term opportunities. As its AI obtains more data, it should become more accurate, lowering its loss ratio and its net loss. With the lowered loss ratio, investors could expect the company to generate a profit, which would provide optimism beyond its environmental, social, and governance (ESG) efforts.\nBoth of these companies are incredibly young and are quite risky today, which is clearly noted in the stock decreases of more than 25% for each year-to-date. But in a balanced portfolio, these stocks could define someone's future investing success. If both companies can use their competitive edges to rapidly grow their business over the next 15 years and become profitable, they could reward investors by 2035.","news_type":1},"isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608958940,"gmtCreate":1638603110174,"gmtModify":1638603110267,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Cry] ","listText":"[Cry] ","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608958940","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874223331,"gmtCreate":1637794814173,"gmtModify":1637794814255,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[Surprised] ","listText":"[Surprised] ","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874223331","repostId":"2186363087","repostType":4,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842825165,"gmtCreate":1636163747855,"gmtModify":1636163748064,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[OK] ","listText":"[OK] ","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842825165","repostId":"1136116425","repostType":4,"repost":{"id":"1136116425","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":1636104081,"share":"https://www.laohu8.com/m/news/1136116425?lang=&edition=full","pubTime":"2021-11-05 17:21","market":"us","language":"en","title":"U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1136116425","media":"Tiger Newspress","summary":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regu","content":"<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.</p>\n<p>At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m(Beijing Time/SGT). </p>\n<p><img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Trading Hours</b></p>\n<p>U.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day</p>\n<p><b>pre-trade</b></p>\n<p>U.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30</p>\n<p><b>post-trade</b></p>\n<p>U.S. Eastern Time:16:00~20:00;Beijing time/SGT:5:00 ~ 9:00</p>\n<p>(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</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>U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021</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\">\nU.S. Daylight Saving Time Ends on Sunday, Nov.7 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-05 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.</p>\n<p>At that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m(Beijing Time/SGT). </p>\n<p><img src=\"https://static.tigerbbs.com/e441a1a98d5230fc31d6f1652e577bde\" tg-width=\"674\" tg-height=\"365\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Trading Hours</b></p>\n<p>U.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day</p>\n<p><b>pre-trade</b></p>\n<p>U.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30</p>\n<p><b>post-trade</b></p>\n<p>U.S. Eastern Time:16:00~20:00;Beijing time/SGT:5:00 ~ 9:00</p>\n<p>(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136116425","content_text":"Dear Tigers, U.S. Daylight Saving Time Ends on Sunday, Nov.7 2021,at 2:00 a.m.\nAt that time,the regular trading period of the US stock market will move toward by one hour, which will become 22:30 p.m.to 5:00 a.m(Beijing Time/SGT). \n\nTrading Hours\nU.S. Eastern Time:9:30 ~ 16:00; Beijing time /SGT :22:30 ~ 5:00 the next day\npre-trade\nU.S. Eastern Time:4:00 ~ 9:30;Beijing time/SGT :17:00 ~ 22:30\npost-trade\nU.S. Eastern Time:16:00~20:00;Beijing time/SGT:5:00 ~ 9:00\n(Note: Daylight saving time always begins on the second Sunday in March and ends on the first Sunday in November)","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852507457,"gmtCreate":1635289463852,"gmtModify":1635289464022,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852507457","repostId":"1185664659","repostType":4,"repost":{"id":"1185664659","kind":"news","pubTimestamp":1635261068,"share":"https://www.laohu8.com/m/news/1185664659?lang=&edition=full","pubTime":"2021-10-26 23:11","market":"us","language":"en","title":"IKEA buys former Topshop flagship store in central London for $520 mln","url":"https://stock-news.laohu8.com/highlight/detail?id=1185664659","media":"Reuters","summary":"IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of Bri","content":"<p>IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of British fashion chain Topshop in central London from the administrators of bankrupt owner Arcadia Group, part of its push to open inner-city outlets.</p>\n<p>Krister Mattsson, head of the investment arm of Ingka Group which owns most IKEA stores, told Reuters that three floors of the seven-storey building on Oxford Street, which it is buying for £378 million ($520 million), would be turned into an IKEA store due to open in the summer or autumn of 2023.</p>\n<p>\"This is a very good fit into our strategy. This is a meeting place - it's one of the best spots for visitation in Europe, with amazing numbers of people passing by every week,\" Mattsson, managing director of Ingka Investment, said in an interview.</p>\n<p>IKEA has tweaked its strategy in recent years towards adding inner-city store formats besides its giant out-of-town warehouse stores to reflect changing shopping behaviour.</p>\n<p>It opened its first inner-city full-range store in Paris in 2019. Its first centrally located store in London is due to open in the coming months, in the borough of Hammersmith.</p>\n<p>\"The investment supports the transformation of Ingka Group’s retail business, bringing IKEA closer to customers,\" Ingka Investments said in a statement.</p>\n<p>Mattsson said the Oxford Street store would be IKEA's biggest inner-city format store to date.</p>\n<p>Ingka Investments and IKEA's shopping malls arm Ingka Centres are scouting for suitable centrally located properties across major cities in Europe and North America. Milano, Rome and Berlin are high on the agenda for Ingka Investments, Mattsson said.</p>\n<p>He said there had been several bidders for the Oxford Street property. Overall in the segment where IKEA is looking to buy, interest from both institutional investor and other retailers was increasing alongside consumers' return to stores, he said.</p>\n<p>($1 = 0.7272 pounds)</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>IKEA buys former Topshop flagship store in central London for $520 mln</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\">\nIKEA buys former Topshop flagship store in central London for $520 mln\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 23:11 GMT+8 <a href=https://www.reuters.com/business/ikea-buys-former-topshop-store-londons-oxford-circus-378-mln-2021-10-26/><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of British fashion chain Topshop in central London from the administrators of bankrupt owner Arcadia Group...</p>\n\n<a href=\"https://www.reuters.com/business/ikea-buys-former-topshop-store-londons-oxford-circus-378-mln-2021-10-26/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.reuters.com/business/ikea-buys-former-topshop-store-londons-oxford-circus-378-mln-2021-10-26/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185664659","content_text":"IKEA, the world's biggest furniture brand, has agreed to buy the iconic former flagship store of British fashion chain Topshop in central London from the administrators of bankrupt owner Arcadia Group, part of its push to open inner-city outlets.\nKrister Mattsson, head of the investment arm of Ingka Group which owns most IKEA stores, told Reuters that three floors of the seven-storey building on Oxford Street, which it is buying for £378 million ($520 million), would be turned into an IKEA store due to open in the summer or autumn of 2023.\n\"This is a very good fit into our strategy. This is a meeting place - it's one of the best spots for visitation in Europe, with amazing numbers of people passing by every week,\" Mattsson, managing director of Ingka Investment, said in an interview.\nIKEA has tweaked its strategy in recent years towards adding inner-city store formats besides its giant out-of-town warehouse stores to reflect changing shopping behaviour.\nIt opened its first inner-city full-range store in Paris in 2019. Its first centrally located store in London is due to open in the coming months, in the borough of Hammersmith.\n\"The investment supports the transformation of Ingka Group’s retail business, bringing IKEA closer to customers,\" Ingka Investments said in a statement.\nMattsson said the Oxford Street store would be IKEA's biggest inner-city format store to date.\nIngka Investments and IKEA's shopping malls arm Ingka Centres are scouting for suitable centrally located properties across major cities in Europe and North America. Milano, Rome and Berlin are high on the agenda for Ingka Investments, Mattsson said.\nHe said there had been several bidders for the Oxford Street property. Overall in the segment where IKEA is looking to buy, interest from both institutional investor and other retailers was increasing alongside consumers' return to stores, he said.\n($1 = 0.7272 pounds)","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858487874,"gmtCreate":1635116406352,"gmtModify":1635116406559,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858487874","repostId":"2177489964","repostType":4,"repost":{"id":"2177489964","kind":"highlight","pubTimestamp":1635042148,"share":"https://www.laohu8.com/m/news/2177489964?lang=&edition=full","pubTime":"2021-10-24 10:22","market":"us","language":"en","title":"The PC slowdown shouldn't hurt Microsoft earnings, and here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2177489964","media":"MarketWatch","summary":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain iss","content":"<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/958e56d50bc03c5ef2195a2a879bec71\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Microsoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.</span></p>\n<p>The slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.</p>\n<p>Microsoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.</p>\n<p>That is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.</p>\n<p>\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"</p>\n<p>Azure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).</p>\n<p>\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.</p>\n<p>There are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.</p>\n<p>While Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.</p>\n<p>Another bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings:</b> Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.</p>\n<p><b>Revenue:</b> Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.</p>\n<p>Analyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.</p>\n<p><b>Stock movement: </b>Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.</p>\n<p><b>What analysts are saying</b></p>\n<p>Analysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.</p>\n<p>\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.</p>\n<p>The once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.</p>\n<p>\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"</p>\n<p>Microsoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.</p>\n<p>\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"</p>\n<p>Stifel analysts, with a buy rating and $325 price target, concurred.</p>\n<p>\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.</p>\n<p>The average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The PC slowdown shouldn't hurt Microsoft earnings, and here's why</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\">\nThe PC slowdown shouldn't hurt Microsoft earnings, and here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-24 10:22 GMT+8 <a href=https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.marketwatch.com/story/the-pc-slowdown-shouldnt-hurt-microsoft-earnings-and-heres-why-11635003215?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177489964","content_text":"Growth from Azure and other cloud products should mask over any disappointment from supply-chain issues affecting PC sales\nMicrosoft Corp. is scheduled to release fiscal first-quarter earnings after the bell on Tuesday.\nThe slowdown in personal computer sales due to supply-chain issues in recent months would have hurt Microsoft Corp. in past years, but the company's pivot to cloud computing and cloud software should insulate it from any earnings fallout.\nMicrosoft is scheduled to report its fiscal first-quarter earnings on Tuesday afternoon, as it rolls out its new Windows 11 operating system and PC makers struggle to deliver new machines. While the Microsoft of Bill Gates and Steve Ballmer would have faced a lot of Wall Street pessimism if PC shipments were mangled and a new operating system was not quickly adopted, Satya Nadella's Microsoft should be just fine.\nThat is because analysts and investors are mostly focused on Azure, Microsoft's cloud-computing answer to Amazon.com Inc.'s Amazon Web Services, as well as cloud-software offerings, decreasing the importance of Microsoft's PC business.\n\"Sustained digital transformation momentum should offset the impact from mixed PC unit shipment estimates from IDC and Gartner,\" Morgan Stanley analysts wrote in a preview of the report, later adding, \"While our negative growth outlook for Windows OEM pressures our longer term earnings expectation for Microsoft, we also note Windows OEM overall represents a decreasing mix of overall Microsoft revenue and gross profit.\"\nAzure has made sure that Windows' importance to Microsoft has decreased. The fast-growing cloud business is at the top of every analyst note about Microsoft, and analysts expect revenue to grow in the mid-40% range. (Microsoft does not disclose Azure performance except for percentage gain, despite AWS and Google (GOOGL) Cloud providing full revenue and operating profits for their competitive services).\n\"Fundamentally, ramping contribution from previously signed long-term Azure deals, continued Cloud migrations post-COVID, Microsoft's intensifying focus on Cloud verticalization and strong Microsoft 365 seat growth can sustain durable longer-term Azure growth,\" the Morgan Stanley analysts wrote.\nThere are factors that could add to Microsoft's growth as well, especially in the forecast. The $19.7 billion acquisition of health-care-focused company Nuance is expected to close before the end of the calendar year, and Microsoft recently disclosed that its cloud-based revenue would dump into the same revenue bucket as Azure.\nWhile Microsoft did not disclose exactly how much that would mean, UBS analysts said in September that prior Nuance disclosures and a call they had with the company's investor relations team led them to estimate that about 46% of Nuance's revenue would be cloud-based. They estimated that would mean roughly $91 million in additional sales for Microsoft's cloud division in the fiscal second quarter, if the full quarter were to be included.\nAnother bump could be coming in the future from increased prices for Microsoft's most popular cloud software offering, Office 365. Microsoft is increasing prices more than 10% across the board for the product, which the company described as \"the first substantive pricing update since we launched Office 365 a decade ago,\" which also gives analysts confidence that Microsoft can withstand any supply-chain pressures on the PC market.\nWhat to expect\nEarnings: Analysts on average expect Microsoft to report earnings of $2.08 a share, up from $1.82 a share a year ago. Contributors to Estimize -- a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others -- predict earnings of $2.22 a share.\nRevenue: Analysts on average were modeling sales of $43.93 billion, which would be an improvement from $37.15 billion a year ago, after Microsoft forecast revenue of $43.3 billion to $44.2 billion. Estimize contributors expect $44.88 billion in sales.\nAnalyst expect $16.52 billion in sales from the \"Intelligent Cloud\" segment, after Microsoft guided for $16.4 billion to $16.65 billion; $14.67 billion in sales from the cloud-software-focused \"Productivity and Business Solutions\" segment, after a forecast of $14.5 billion to $14.75 billion; and $12.72 billion from \"More Personal Computing,\" after guidance for sales of $12.4 billion to $12.8 billion.\nStock movement: Microsoft shares have declined in the session following earnings releases in four of the past five quarters, though the last decline was only by 0.1%. The stock has increased 8.1% in the past three months and 45.2% in the past year, as the S&P 500 index has grown by 4.1% and 31.6% in those periods, respectively.\nWhat analysts are saying\nAnalysts are in pretty universal agreement about Microsoft's current position. According to FactSet tracking, 33 out of 36 analysts rate the stock the equivalent of a buy, while the other three rate it as a hold.\n\"Currently trading at 27x our CY23 GAAP EPS estimates, Microsoft represents a rare combination of strong secular positioning and reasonable valuation within the software space,\" wrote the Morgan Stanley analysts, who rate the shares overweight with a price target of $331.\nThe once concern seems to be the durability of the current growth trajectory, which is why the Nuance acquisition and increased pricing of Office 365 is seen as key to the stock continuing to rise.\n\"Comps get progressively tougher throughout FY22, which should be met by Microsoft's durable growth portfolio of Azure/Security/Teams,\" wrote Jeffries analysts, who have an outperform rating and recently raised their price target to $375 from $345. \"Key items to watch are elevated expectations (Azure high 40s reported), integration with Nuance and increased security investments.\"\nMicrosoft has benefitted from the pandemic, as companies have relied on cloud-computing power and software to keep teams connected while working remotely. But Microsoft bull and Wedbush analyst Daniel Ives does not see a return to the office as a sign that the boom will end.\n\"We believe the Street's view of moderating cloud growth on the other side of this WFH cycle is contrary to the deal activity Microsoft is seeing in the field,\" Ives, with an outperform rating and $375 price target, wrote in a preview of the report. \"While we have seen the momentum of this backdrop in the last few years, we believe deal flow looks incrementally strong (Office 365/Azure combo deals in particular) heading into FY22 as we estimate that Microsoft is still only 35% through penetrating its unparalleled installed base on the cloud transition.\"\nStifel analysts, with a buy rating and $325 price target, concurred.\n\"We continue to believe that the pandemic is forcing organizations to accelerate the pace of their cloud migrations and that Microsoft remains a key beneficiary of this modernization spend, especially around large new deal momentum, as its broad stack enables it to capture Tier 1 workloads previously out of reach,\" they wrote.\nThe average price target on Microsoft stock as of Friday afternoon was $335.47, roughly 8.5% higher than the going rate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858029796,"gmtCreate":1634954587277,"gmtModify":1634954587447,"author":{"id":"3583232588242926","authorId":"3583232588242926","name":"Calvin_GKH","avatar":"https://static.tigerbbs.com/562335042bbb987f5b9370e6664fc2dc","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583232588242926","authorIdStr":"3583232588242926"},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858029796","repostId":"2177412634","repostType":4,"repost":{"id":"2177412634","kind":"highlight","pubTimestamp":1634950352,"share":"https://www.laohu8.com/m/news/2177412634?lang=&edition=full","pubTime":"2021-10-23 08:52","market":"us","language":"en","title":"Apple faces supply-chain issues, but can its buying power keep earnings on track?","url":"https://stock-news.laohu8.com/highlight/detail?id=2177412634","media":"MarketWatch","summary":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but i","content":"<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a08f140d530f27e3d8519546232232f8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Apple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.</span></p>\n<p>As supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?</p>\n<p>Investors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.</p>\n<p>In perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.</p>\n<p>Potential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.</p>\n<p>Still, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>'s Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.</p>\n<p>D.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.</p>\n<p>HP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.</p>\n<p>It has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.</p>\n<p><b>What to watch for</b></p>\n<p><b>Earnings: </b>Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.</p>\n<p><b>Revenue:</b> The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.</p>\n<p>Analysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.</p>\n<p><b>Stock movement:</b> Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.</p>\n<p>Analysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.</p>\n<p><b>What analysts are saying</b></p>\n<p><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s (SNAP) pain could be Apple's gain.</p>\n<p>The smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.</p>\n<p>Users have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.</p>\n<p>While Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.</p>\n<p>\"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.</p>\n<p>Advertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.</p>\n<p>App Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.</p>\n<p>\"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple faces supply-chain issues, but can its buying power keep earnings on track?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple faces supply-chain issues, but can its buying power keep earnings on track?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 08:52 GMT+8 <a href=https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others\nApple Inc. is scheduled to release its ...</p>\n\n<a href=\"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/apple-faces-supply-chain-issues-but-can-its-buying-power-keep-earnings-on-track-11634938762?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177412634","content_text":"Apple earnings preview: Most valuable U.S. company faces same issues as other hardware makers, but its status could help it withstand better than others\nApple Inc. is scheduled to release its quarterly earnings report on Thursday afternoon.\nAs supply constraints hit nearly every market, how much does the buying power of a $2.5 trillion electronics giant help?\nInvestors are about to find out as Apple Inc. gears up for its Thursday afternoon earnings report. The company warned three months back that it expected greater impacts from supply-chain issues in the September quarter than it saw in the June quarter, but the global crunch appears to have intensified since Apple last faced investors -- a recent Bloomberg News report indicated that Apple was planning to cut its iPhone 13 production targets for the year due to component shortages.\nIn perhaps a sign of its confidence, Apple plowed ahead with numerous device launches in the past two months. The company held its traditional September iPhone launch event, which also featured Apple Watch and iPad introductions, and then it unveiled new MacBook Pros and AirPods a month later.\nPotential supply constraints threaten to muddy an already uneventful iPhone launch and come at a crucial time for Apple as it heads into the holiday season. Even in less dramatic times for the global consumer-electronics industry, Apple has sometimes struggled to meet holiday-quarter demand for popular gift-giving items like its AirPods.\nStill, one analyst saw a potential positive for Apple amid the global disruption. If the company indeed faces component shortages that will impact its ability to get devices to consumers, its rivals could be feeling the crunch even more deeply, according to Morgan Stanley's Katy Huberty. Apple gets \"preferential treatment\" from its suppliers in tight situations, she argued, positioning it potentially to win market share during this stretch.\nD.A. Davidson analyst Tom Forte wrote that he was \"heartened\" to see relatively quick lead times for the products Apple announced in October. He'll be monitoring for the revenue and profit impacts of supply issues on Apple's earnings call.\nHP Inc., one of those Apple rivals, painted a mixed picture recently as executives called out continued strong demand for the company's personal computers but noted that they expect shortages to persist into next year. The company faces a growing backlog.\nIt has been more than a year since Apple last issued a traditional financial outlook along with its earnings report, and it's unlikely that the company will go back to its old guidance-giving ways amid uncertainty about supply dynamics. Still, investors will be looking for some signals of how the latest iPhone line has performed in its first few weeks of availability as well as for broader indications of Apple's ability to manage supply-chain disruptions in the months ahead.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect that Apple earned $1.24 a share in its fiscal fourth quarter, up from 73 cents a share in the year-earlier period. According to Estimize, which crowdsources projections from hedge funds, academics and others, the average earnings estimate calls for $1.33 a share.\nRevenue: The FactSet consensus calls for September-quarter revenue of $84.99 billion, up from $64.7 billion a year prior. The average projection on Estimize is for $87.09 billion.\nAnalysts tracked by FactSet are looking for $41.16 billion in iPhone sales; $7.25 billion in iPad sales; $9.15 billion in Mac sales; $9.40 billion in wearables, home and accessories sales; and $17.70 billion in services revenue.\nStock movement: Apple shares have fallen the day after each of the company's last four earnings reports. Shares have added 12.2% so far this year as the Dow Jones Industrial Average , which counts Apple as a component, has risen 16.6%.\nAnalysts remain generally upbeat about Apple's prospects: Of the 43 tracked by FactSet who cover Apple's stock, 32 have buy ratings, nine have hold ratings, and two have sell ratings. The average price target listed is $167.32, which is 12.5% above recent levels.\nWhat analysts are saying\nSnap Inc.'s (SNAP) pain could be Apple's gain.\nThe smartphone giant has been orienting itself as a champion of privacy, which is hurting social-media companies on Snap that have relied on the ability to track user activity and target advertisements accordingly.\nUsers have gradually been upgrading their device operating systems to newer versions of Apple's iOS that allow for the ability to opt out of third-party tracking, and Snap expects a significant impact from the changes. Its shares suffered a record fall after its September-quarter report, suggesting to at least one analyst that Apple may be poised to benefit by appealing to advertisers itself.\nWhile Apple has clamped down on the ability for third parties to track user activity for marketing purposes, the company is also trying to build out its own advertising business, and Evercore ISI analyst Amit Daryanani wrote that the disruptions felt by Snap could help \"newer players in the market like Apple at the expense of more established competitors,\" though admittedly Apple's measurement tools may not be ideal for some in the ad market.\n\"Apple's recent actions may be focused on privacy, but it also creates a very favorable environment as they look to build an advertising business that we think could eventually generate $20 billion in annual revenue,\" he wrote.\nAdvertising sits within Apple's services business, along with the App Store, which has increasingly become an area of contention. Apple takes up to 30% of in-app purchases made through its payment system, and some high-profile developers have asked for an alternate payment option. Following a lawsuit from Epic Games, a federal judge recently ruled that Apple had to allow app developers to link to other payment options, but the company is appealing that decision.\nApp Store fees are a lucrative part of Apple's business, and the company may face questions during its earnings call about its growing antitrust pressures as well as the financial impacts of possible App Store payment changes.\n\"The injunction could equal a 1% revenue and 4% EPS impact for Apple in 2023 and beyond,\" Jefferies analyst Kyle McNealy wrote last month. \"Any impact will take time and won't be seen until the Jun'22 Q at the earliest,\" he continued, calling the judge's ruling \"largely a win\" for Apple since the judge declined to call the company an illegal monopolist.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}