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Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming
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2021-10-29
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Buy Norwegian Cruise Line, Sell Carnival?
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Most investors a","content":"<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p>\n<p>One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.</p>\n<p>If any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.</p>\n<p>On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p>\n<p>We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&P 500 to 3,250 by August 30.</p>\n<p>Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p>\n<blockquote>\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&P 500 corrections occur, and we see downside equating to the S&P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n</blockquote>\n<blockquote>\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n</blockquote>\n<blockquote>\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.\n</blockquote>","source":"lsy1620372341666","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>Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming</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\">\nTop Wall Street Strategist Sees a Fast 10% Q4 Correction Coming\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 15:32 GMT+8 <a href=https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/\">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://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130019043","content_text":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, one of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.\nOne of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.\nIf any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.\nOn March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.\nWe covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&P 500 to 3,250 by August 30.\nOnce again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:\n\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&P 500 corrections occur, and we see downside equating to the S&P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n\n\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n\n\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857152404,"gmtCreate":1635515305633,"gmtModify":1635515320547,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857152404","repostId":"1126301304","repostType":4,"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854842980,"gmtCreate":1635435889669,"gmtModify":1635435889981,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854842980","repostId":"1114797395","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852111052,"gmtCreate":1635251951250,"gmtModify":1635251951500,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/852111052","repostId":"1156565966","repostType":4,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856207930,"gmtCreate":1635178565883,"gmtModify":1635178566172,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856207930","repostId":"2178427117","repostType":4,"repost":{"id":"2178427117","pubTimestamp":1635175140,"share":"https://www.laohu8.com/m/news/2178427117?lang=&edition=full","pubTime":"2021-10-25 23:19","market":"us","language":"en","title":"Buy Norwegian Cruise Line, Sell Carnival?","url":"https://stock-news.laohu8.com/highlight/detail?id=2178427117","media":"Motley Fool","summary":"It's passing ships in the cruise line industry as an analyst downgrades the market leader while initiating coverage of a rival with a bullish rating.","content":"<p>They say that a rising tide lifts all ships, but once again it seems as if the same can't be said about cruise line stocks. Citi analyst James Ainley is kicking off the new trading week by initiating coverage of <b>Norwegian Cruise Line Holdings</b> (NYSE:NCLH) with a bullish buy rating, just as he's downgrading shares of larger rival <b>Carnival</b> (NYSE:CCL) (NYSE:CUK).</p>\n<p>There's a method to the madness. Ainley feels that Norwegian Cruise Line is better positioned to cash in on where the recovery stands for <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hardest-hit niches of the travel industry. He feels that the recovery is favoring premium cruise lines given industry pricing trends heading into next summer. Carnival operates some high-end cruise lines, but its namesake brand is priced aggressively as the mass-market leader of the cruising industry. Carnival's flagship brand is often the haven for first-time cruisers and folks looking for the best deals in affordable cruising. Norwegian Cruise Line and <b>Royal Caribbean</b> (NYSE:RCL) tend to land slightly higher on the pricing spectrum.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F648179%2Fgettycruisecouples.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"482\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Passing ships</h2>\n<p>Ainley downgrading Carnival stock from buy to neutral -- while slashing his price target from $34 to $24.50 -- isn't a call to sell the stock. However, downgrading the shares on the same day he initiates coverage of Norwegian Cruise Line with a buy rating is clearly a mandate on where he feels investors should place their recovery bets. His fresh $39 price target on Norwegian Cruise Line represents a hefty 53% gain from where the shares started the week. The lower-price goal on Carnival is just 10% higher than where the stock was at the end of last week.</p>\n<p>It's not just the market favoring premium cruise brands at the moment, a call that would also seem to favor Royal Caribbean even if Ainley's Monday moves centered around the country's largest and third-largest cruise line operators. Pitting Norwegian to Carnival finds the former better positioned in terms of ship pipeline, earnings quality, and valuation at this point. Carnival has taken a more defensive approach, unloading some of the older ships on its fleet. Carnival also has fewer new ships on the way as a percentage of its current fleet.</p>\n<p>There's no denying that the cruising industry has had a challenging restart process. Plans to start sailing again this summer that seemed so ambitious earlier this year proved problematic as the peak travel season played out. However, after a brutal 2020 for the industry, one would think that the three cruise line stocks would be beneficiaries of pandemic-tackling vaccinations that became widely available in 2021. It hasn't worked out that way, and all but Royal Caribbean have been treading water in terms of year-to-date shareholder gains.</p>\n<ul>\n <li>Royal Caribbean is up 13.3% this year.</li>\n <li>Carnival stock climbed 2.9% in 2021.</li>\n <li>Norwegian Cruise Line has inched 0.2% higher.</li>\n</ul>\n<p>Royal Caribbean was the top gainer last year, too.</p>\n<p>The climate <i>is</i> getting kinder. Regulatory hurdles have been largely cleared now. International travel restrictions are starting to ease as global vaccination rates improve and active COVID-19 case counts recede. It's not necessarily smooth sailing for the cruise line stocks. We've seen some false starts in the pandemic's recovery process. However, next summer will likely be far kinder to the industry than this deficit-saddled year. The water may still be rough, but the long-term prospects for all three cruise lines are promising.</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>Buy Norwegian Cruise Line, Sell Carnival?</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\">\nBuy Norwegian Cruise Line, Sell Carnival?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 23:19 GMT+8 <a href=https://www.fool.com/investing/2021/10/25/buy-norwegian-cruise-line-sell-carnival/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>They say that a rising tide lifts all ships, but once again it seems as if the same can't be said about cruise line stocks. Citi analyst James Ainley is kicking off the new trading week by initiating ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/25/buy-norwegian-cruise-line-sell-carnival/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NCLH":"挪威邮轮","CCL":"嘉年华邮轮"},"source_url":"https://www.fool.com/investing/2021/10/25/buy-norwegian-cruise-line-sell-carnival/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178427117","content_text":"They say that a rising tide lifts all ships, but once again it seems as if the same can't be said about cruise line stocks. Citi analyst James Ainley is kicking off the new trading week by initiating coverage of Norwegian Cruise Line Holdings (NYSE:NCLH) with a bullish buy rating, just as he's downgrading shares of larger rival Carnival (NYSE:CCL) (NYSE:CUK).\nThere's a method to the madness. Ainley feels that Norwegian Cruise Line is better positioned to cash in on where the recovery stands for one of the hardest-hit niches of the travel industry. He feels that the recovery is favoring premium cruise lines given industry pricing trends heading into next summer. Carnival operates some high-end cruise lines, but its namesake brand is priced aggressively as the mass-market leader of the cruising industry. Carnival's flagship brand is often the haven for first-time cruisers and folks looking for the best deals in affordable cruising. Norwegian Cruise Line and Royal Caribbean (NYSE:RCL) tend to land slightly higher on the pricing spectrum.\nImage source: Getty Images.\nPassing ships\nAinley downgrading Carnival stock from buy to neutral -- while slashing his price target from $34 to $24.50 -- isn't a call to sell the stock. However, downgrading the shares on the same day he initiates coverage of Norwegian Cruise Line with a buy rating is clearly a mandate on where he feels investors should place their recovery bets. His fresh $39 price target on Norwegian Cruise Line represents a hefty 53% gain from where the shares started the week. The lower-price goal on Carnival is just 10% higher than where the stock was at the end of last week.\nIt's not just the market favoring premium cruise brands at the moment, a call that would also seem to favor Royal Caribbean even if Ainley's Monday moves centered around the country's largest and third-largest cruise line operators. Pitting Norwegian to Carnival finds the former better positioned in terms of ship pipeline, earnings quality, and valuation at this point. Carnival has taken a more defensive approach, unloading some of the older ships on its fleet. Carnival also has fewer new ships on the way as a percentage of its current fleet.\nThere's no denying that the cruising industry has had a challenging restart process. Plans to start sailing again this summer that seemed so ambitious earlier this year proved problematic as the peak travel season played out. However, after a brutal 2020 for the industry, one would think that the three cruise line stocks would be beneficiaries of pandemic-tackling vaccinations that became widely available in 2021. It hasn't worked out that way, and all but Royal Caribbean have been treading water in terms of year-to-date shareholder gains.\n\nRoyal Caribbean is up 13.3% this year.\nCarnival stock climbed 2.9% in 2021.\nNorwegian Cruise Line has inched 0.2% higher.\n\nRoyal Caribbean was the top gainer last year, too.\nThe climate is getting kinder. Regulatory hurdles have been largely cleared now. International travel restrictions are starting to ease as global vaccination rates improve and active COVID-19 case counts recede. It's not necessarily smooth sailing for the cruise line stocks. We've seen some false starts in the pandemic's recovery process. However, next summer will likely be far kinder to the industry than this deficit-saddled year. The water may still be rough, but the long-term prospects for all three cruise lines are promising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858937758,"gmtCreate":1634961451482,"gmtModify":1634961451762,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858937758","repostId":"2177121214","repostType":4,"repost":{"id":"2177121214","pubTimestamp":1634955373,"share":"https://www.laohu8.com/m/news/2177121214?lang=&edition=full","pubTime":"2021-10-23 10:16","market":"hk","language":"en","title":"Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries","url":"https://stock-news.laohu8.com/highlight/detail?id=2177121214","media":"MarketWatch","summary":"Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to","content":"<p>Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9f78b50a9dd062f4cfa784d46b7801c\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Getty Images</span></p>\n<p>The same factors that torpedoed <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>.'s earnings results ominously linger as investors await Alphabet Inc. parent Google's financial results on Tuesday.</p>\n<p>Google (GOOGL) could be hindered by a change in Apple Inc.'s privacy policy that makes it harder to target and measure digital advertising as well as a choked global supply chain that has driven down ad spending. Google probably isn't as exposed as Snap (SNAP) because Google has invested heavily in developing aggregated measurement approaches to prepare for privacy changes, according to Wall Street analysts.</p>\n<p>\"Given Snap's size, maturity, and ad technology stack relative to the much larger, more experienced, industry leaders, we believe the company is more susceptible to these challenges,\" Monness, Crespi, Hardt & Co.'s Brian J. White wrote of the privacy issues and supply-chain disruptions. \"That said, we doubt any company tied to digital ad spending will be immune to these issues, including <a href=\"https://laohu8.com/S/FB\">Facebook</a>, Alphabet, and others.\"</p>\n<p>Google's primary headache continues to be antitrust scrutiny both in the U.S. and abroad, which led the company to halve its app fees on Thursday -- a nod to saber rattling from developers, regulators and lawmakers to make Google's digital store more accessible and commission fees less punitive.</p>\n<p>A bipartisan bill in the U.S. Senate, the Open App Markets Act, would force the companies' app stores to let developers use other payment systems, potentially helping them opt out of default service fees. The bill, announced in August, came on the heels of an antitrust lawsuit from attorneys general in 36 states and the District of Columbia that claims Google abused its power over app developers through its Play Store on Android.</p>\n<p>\"We believe Alphabet is well-positioned for a continued recovery in digital ad spending and further momentum in the cloud; however, we anticipate antitrust investigations will carry on with great fanfare,\" Monness Crespi Hardt analyst White cautioned.</p>\n<p><b>What to expect</b></p>\n<p><b>Earnings: </b>Analysts on average expect Google to report earnings of $23.73 a share, up from $16.40 a share a year ago. Analysts were projecting $20.05 a share at the end of June.</p>\n<p>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 -- are just as optimistic, projecting earnings of $23.73 a share on average.</p>\n<p><b>Revenue: </b>Analysts on average expect Google to report $52.31 billion in third-quarter revenue, excluding traffic acquisition costs <a href=\"https://laohu8.com/S/TAC\">$(TAC)$</a>, compared with $38 billion a year ago subtracting TAC. Estimize contributors predict $52.06 billion on average.</p>\n<p><b>Stock movement: </b>Google's stock has soared 56% so far this year, while the S&P 500 index has increased 21%.</p>\n<p><b>What analysts are saying</b></p>\n<p>Google's exposure is further mitigated by a diverse revenue model that includes a multibillion-dollar cloud business and other bets. \"Google Cloud offers a uniquevalue proposition for enterprises given its ability to leverage consumer-related innovations (e.g., Google Maps, Google Assistant, Google Play, YouTube, Google Shopping, etc.) with its robust cloud offering,\" White said in an Oct. 13 note that rates Google shares as buy with a price target of $3,500.</p>\n<p>Cowen's John Blackledge remains \"bullish\" on the resilient strength of Google's powerhouse search business in the midst of an uncertain online ad market. \"We expect robust holiday spending despite inventory issues,\" Blackledge said in an Oct. 11 note that maintains an outperform rating on Alphabet shares and price target of $3,300.</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>Google earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries</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\">\nGoogle earnings aren't as exposed to Apple change that sunk Snap, but Alphabet has its own worries\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 10:16 GMT+8 <a href=https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker\nGetty Images\nThe same factors that ...</p>\n\n<a href=\"https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/google-earnings-arent-as-exposed-to-apple-change-that-sunk-snap-but-alphabet-has-its-own-worries-11634943802?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177121214","content_text":"Alphabet earnings preview: Antitrust issues could start to cost Google, which is already planning to cut its app-store fees amid legal fight with 'Fortnite' maker\nGetty Images\nThe same factors that torpedoed Snap Inc.'s earnings results ominously linger as investors await Alphabet Inc. parent Google's financial results on Tuesday.\nGoogle (GOOGL) could be hindered by a change in Apple Inc.'s privacy policy that makes it harder to target and measure digital advertising as well as a choked global supply chain that has driven down ad spending. Google probably isn't as exposed as Snap (SNAP) because Google has invested heavily in developing aggregated measurement approaches to prepare for privacy changes, according to Wall Street analysts.\n\"Given Snap's size, maturity, and ad technology stack relative to the much larger, more experienced, industry leaders, we believe the company is more susceptible to these challenges,\" Monness, Crespi, Hardt & Co.'s Brian J. White wrote of the privacy issues and supply-chain disruptions. \"That said, we doubt any company tied to digital ad spending will be immune to these issues, including Facebook, Alphabet, and others.\"\nGoogle's primary headache continues to be antitrust scrutiny both in the U.S. and abroad, which led the company to halve its app fees on Thursday -- a nod to saber rattling from developers, regulators and lawmakers to make Google's digital store more accessible and commission fees less punitive.\nA bipartisan bill in the U.S. Senate, the Open App Markets Act, would force the companies' app stores to let developers use other payment systems, potentially helping them opt out of default service fees. The bill, announced in August, came on the heels of an antitrust lawsuit from attorneys general in 36 states and the District of Columbia that claims Google abused its power over app developers through its Play Store on Android.\n\"We believe Alphabet is well-positioned for a continued recovery in digital ad spending and further momentum in the cloud; however, we anticipate antitrust investigations will carry on with great fanfare,\" Monness Crespi Hardt analyst White cautioned.\nWhat to expect\nEarnings: Analysts on average expect Google to report earnings of $23.73 a share, up from $16.40 a share a year ago. Analysts were projecting $20.05 a share at the end of June.\nContributors 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 -- are just as optimistic, projecting earnings of $23.73 a share on average.\nRevenue: Analysts on average expect Google to report $52.31 billion in third-quarter revenue, excluding traffic acquisition costs $(TAC)$, compared with $38 billion a year ago subtracting TAC. Estimize contributors predict $52.06 billion on average.\nStock movement: Google's stock has soared 56% so far this year, while the S&P 500 index has increased 21%.\nWhat analysts are saying\nGoogle's exposure is further mitigated by a diverse revenue model that includes a multibillion-dollar cloud business and other bets. \"Google Cloud offers a uniquevalue proposition for enterprises given its ability to leverage consumer-related innovations (e.g., Google Maps, Google Assistant, Google Play, YouTube, Google Shopping, etc.) with its robust cloud offering,\" White said in an Oct. 13 note that rates Google shares as buy with a price target of $3,500.\nCowen's John Blackledge remains \"bullish\" on the resilient strength of Google's powerhouse search business in the midst of an uncertain online ad market. \"We expect robust holiday spending despite inventory issues,\" Blackledge said in an Oct. 11 note that maintains an outperform rating on Alphabet shares and price target of $3,300.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853680368,"gmtCreate":1634800164988,"gmtModify":1634800165267,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853680368","repostId":"1176565249","repostType":4,"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859760781,"gmtCreate":1634736250323,"gmtModify":1634736250616,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/859760781","repostId":"1139065544","repostType":4,"repost":{"id":"1139065544","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":1634731709,"share":"https://www.laohu8.com/m/news/1139065544?lang=&edition=full","pubTime":"2021-10-20 20:08","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1139065544","media":"Tiger Newspress","summary":"US index futures were little changed as investors weighed the start of the earnings season against g","content":"<p>US index futures were little changed as investors weighed the start of the earnings season against growing stagflation, tightening, energy</p>\n<p>crisis. </p>\n<p>At 8:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%, S&P 500 e-minis were down 3.5 points, or 0.08%, and Nasdaq 100 e-minis were down 5.5 points, or 0.04%.<img src=\"https://static.tigerbbs.com/69fa6d32c1b1d5935b3f4750ce19cd71\" tg-width=\"287\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>United Airlines (UAL US) gains 2% in U.S. premarket trading after the airline posted a narrower loss than expected despite the impact of the coronavirus delta variant. Cowen notes that 3Q was better than expected and also ahead of management’s last guidance from early September</li>\n <li>Novavax (NVAX US) shares fall as much as 25% in U.S. premarket trading after Politico reported a potential delay in registering its Covid-19 vaccine candidate with the U.S. Food and Drug Administration in connection with inadequate purity levels</li>\n <li>Vinco Ventures (BBIG US) shares slump 15% in premarket trading after the company reported the resignations of Chief Executive Officer Christopher Ferguson and Chief Financial Officer Brett Vroman</li>\n <li>Ford (F US) shares gain 1.7% premarket after Credit Suisse upgrades to outperform with joint Street-high target of $20 following a significant turnaround over the past year</li>\n <li>Stride (LRN US) gained 7.9% Tuesday postmarket after the education company forecast revenue for the full year that beat the highest analyst estimate</li>\n <li>WD-40 (WDFC US) sank 10% in postmarket trading after forecasting earnings per share for 2022 that missed the average analyst estimate</li>\n <li>Omnicom (OMC US) fell 3% in postmarket trading after third quarter revenue fell short of some analyst estimates</li>\n <li>Canadian National (CNI US) U.S.-listed shares rose 4.6% in postmarket trading after reporting adjusted earnings per share for the third quarter that beat the average analyst estimate</li>\n <li>Akero Therapeutics (AKRO US) shares rose as much as 12% in Tuesday extended trading after co. said the U.S</li>\n</ul>\n<p>In rates, treasuries were narrowly mixed and off lows reached during Asia session after being led higher during European morning by gilts,</p>\n<p>where short maturities outperform. The 10-year TSY yield touched 1.67%, the highest level since May. The treasury futures rally stalled after a block sale in 10-year contracts, apparently fading strength. </p>\n<p>In commodities, crude futures drift lower. WTI drops 0.9% near $82.20, Brent is 1% lower holding above $84. Spot gold slowly extends Asia’s gains, rising $9 to trade near $1,780/oz. Most base metals are under pressure with LME copper and aluminum underperforming peers.</p>\n<p>In cryptocurrencies, bitcoin stood at $64,068, near its all-time peak of $64,895 as the first U.S. bitcoin futures-based exchange-traded fund began trading on Tuesday.</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>Toplines Before US Market Open on 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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-20 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>US index futures were little changed as investors weighed the start of the earnings season against growing stagflation, tightening, energy</p>\n<p>crisis. </p>\n<p>At 8:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%, S&P 500 e-minis were down 3.5 points, or 0.08%, and Nasdaq 100 e-minis were down 5.5 points, or 0.04%.<img src=\"https://static.tigerbbs.com/69fa6d32c1b1d5935b3f4750ce19cd71\" tg-width=\"287\" tg-height=\"117\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>United Airlines (UAL US) gains 2% in U.S. premarket trading after the airline posted a narrower loss than expected despite the impact of the coronavirus delta variant. Cowen notes that 3Q was better than expected and also ahead of management’s last guidance from early September</li>\n <li>Novavax (NVAX US) shares fall as much as 25% in U.S. premarket trading after Politico reported a potential delay in registering its Covid-19 vaccine candidate with the U.S. Food and Drug Administration in connection with inadequate purity levels</li>\n <li>Vinco Ventures (BBIG US) shares slump 15% in premarket trading after the company reported the resignations of Chief Executive Officer Christopher Ferguson and Chief Financial Officer Brett Vroman</li>\n <li>Ford (F US) shares gain 1.7% premarket after Credit Suisse upgrades to outperform with joint Street-high target of $20 following a significant turnaround over the past year</li>\n <li>Stride (LRN US) gained 7.9% Tuesday postmarket after the education company forecast revenue for the full year that beat the highest analyst estimate</li>\n <li>WD-40 (WDFC US) sank 10% in postmarket trading after forecasting earnings per share for 2022 that missed the average analyst estimate</li>\n <li>Omnicom (OMC US) fell 3% in postmarket trading after third quarter revenue fell short of some analyst estimates</li>\n <li>Canadian National (CNI US) U.S.-listed shares rose 4.6% in postmarket trading after reporting adjusted earnings per share for the third quarter that beat the average analyst estimate</li>\n <li>Akero Therapeutics (AKRO US) shares rose as much as 12% in Tuesday extended trading after co. said the U.S</li>\n</ul>\n<p>In rates, treasuries were narrowly mixed and off lows reached during Asia session after being led higher during European morning by gilts,</p>\n<p>where short maturities outperform. The 10-year TSY yield touched 1.67%, the highest level since May. The treasury futures rally stalled after a block sale in 10-year contracts, apparently fading strength. </p>\n<p>In commodities, crude futures drift lower. WTI drops 0.9% near $82.20, Brent is 1% lower holding above $84. Spot gold slowly extends Asia’s gains, rising $9 to trade near $1,780/oz. Most base metals are under pressure with LME copper and aluminum underperforming peers.</p>\n<p>In cryptocurrencies, bitcoin stood at $64,068, near its all-time peak of $64,895 as the first U.S. bitcoin futures-based exchange-traded fund began trading on Tuesday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","UAL":"联合大陆航空"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139065544","content_text":"US index futures were little changed as investors weighed the start of the earnings season against growing stagflation, tightening, energy\ncrisis. \nAt 8:00 a.m. ET, Dow e-minis were down 25 points, or 0.07%, S&P 500 e-minis were down 3.5 points, or 0.08%, and Nasdaq 100 e-minis were down 5.5 points, or 0.04%.\n\nUnited Airlines (UAL US) gains 2% in U.S. premarket trading after the airline posted a narrower loss than expected despite the impact of the coronavirus delta variant. Cowen notes that 3Q was better than expected and also ahead of management’s last guidance from early September\nNovavax (NVAX US) shares fall as much as 25% in U.S. premarket trading after Politico reported a potential delay in registering its Covid-19 vaccine candidate with the U.S. Food and Drug Administration in connection with inadequate purity levels\nVinco Ventures (BBIG US) shares slump 15% in premarket trading after the company reported the resignations of Chief Executive Officer Christopher Ferguson and Chief Financial Officer Brett Vroman\nFord (F US) shares gain 1.7% premarket after Credit Suisse upgrades to outperform with joint Street-high target of $20 following a significant turnaround over the past year\nStride (LRN US) gained 7.9% Tuesday postmarket after the education company forecast revenue for the full year that beat the highest analyst estimate\nWD-40 (WDFC US) sank 10% in postmarket trading after forecasting earnings per share for 2022 that missed the average analyst estimate\nOmnicom (OMC US) fell 3% in postmarket trading after third quarter revenue fell short of some analyst estimates\nCanadian National (CNI US) U.S.-listed shares rose 4.6% in postmarket trading after reporting adjusted earnings per share for the third quarter that beat the average analyst estimate\nAkero Therapeutics (AKRO US) shares rose as much as 12% in Tuesday extended trading after co. said the U.S\n\nIn rates, treasuries were narrowly mixed and off lows reached during Asia session after being led higher during European morning by gilts,\nwhere short maturities outperform. The 10-year TSY yield touched 1.67%, the highest level since May. The treasury futures rally stalled after a block sale in 10-year contracts, apparently fading strength. \nIn commodities, crude futures drift lower. WTI drops 0.9% near $82.20, Brent is 1% lower holding above $84. Spot gold slowly extends Asia’s gains, rising $9 to trade near $1,780/oz. Most base metals are under pressure with LME copper and aluminum underperforming peers.\nIn cryptocurrencies, bitcoin stood at $64,068, near its all-time peak of $64,895 as the first U.S. bitcoin futures-based exchange-traded fund began trading on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850497846,"gmtCreate":1634614418274,"gmtModify":1634614649631,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/850497846","repostId":"1120786064","repostType":4,"repost":{"id":"1120786064","pubTimestamp":1634612546,"share":"https://www.laohu8.com/m/news/1120786064?lang=&edition=full","pubTime":"2021-10-19 11:02","market":"us","language":"en","title":"UiPath: Buy For The Near Term, Hold For The Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1120786064","media":"Seeking Alpha","summary":"Summary\n\nUiPath should deliver alpha over the near term thanks to its leadership position in the RPA","content":"<p><b>Summary</b></p>\n<ul>\n <li>UiPath should deliver alpha over the near term thanks to its leadership position in the RPA space. RPA space should see elevated demand from labor issues.</li>\n <li>Annual ramping of contracts should boost UiPath ARR which should in turn reflect positively in its price-action.</li>\n <li>Long-term is much less clear with high absolute and fair relative valuation combined with material execution risk.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dee1fdf98ac633e790ad107e02096867\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>piranka/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>UiPath(NYSE:PATH) is the leader of the robotic process automation (RPA) space. RPA will see increased demand in the current high-growth macro environment with labor shortage issues. UiPath is best positioned to capitalize on the opportunity.</p>\n<p>The company is switching its focus to annual ramping which will benefit it operationally with happier customers and higher margins and inflate what matters most for investors, its annual recurring revenue (ARR).</p>\n<p>Despite my bullishness over the short term, I’m less confident over the long. I see execution risks primarily arising from cloud transition and competitive threats. The relatively fair, but absolutely high valuation opens the door to sub-par price performance over the long term.</p>\n<p>I recommend buying UiPath and monitoring noted issues. In the current picture, I recommend selling UiPath after increased demand from the macro catalysts is factored into the price.</p>\n<p><b>Great Macro Backdrop for RPA Demand</b></p>\n<p>Demand for RPA will increase over the coming years. The backbone of my macro thesis is sticky wage inflation. There is strong labor demand with many firms downsizing during the pandemic and now all trying to re-grow their workforce in tandem. The private sector is trying to accommodate the strong pent-up demand following the pandemic. The reopening demand is further fueled by unprecedented government stimulus boosting incomes. Labor supply, however, is shrinking, both over the near term with increased incomes and structurally with many forced into early retirement and others taking a sabbatical from work who are evaluating life priorities. The shortage of labor supply and rising labor demand will cause wage inflation. Rising labor costs will catalyze investments that increase labor efficiency to protect margins; labor efficiency is th ekey value proposition of RPA.</p>\n<p>The demand for RPA was already very high. RPA was the fastest-growing enterprise software segment in 2020 for the third year in a row according to Gartner. The market research company expects the excellent performance to continue with double-digit growth rates through 2024. Bear in mind that the high labor demand with the reopening picture was unclear at the time of these reports (latest released May 2021) as was the wage inflation and short labor supply. I believe that RPA adoption rates will be even higher than the high expectations due to the favorable macro-backdrop.</p>\n<p>Corporate investments into RPA should be further catalyzed by strong economic growth and low interest rates. These are also central pillars of my reopening macro-view. Technical stagflation is top-of-mind, but the environment is ripe for corporate investment practically. GDP growth may be technically decelerating but is still very high; interest rates and inflation may be climbing, and I expect them to climb further, but are still very low. The strong economy and low rates will increase corporate investment spend, RPA vendors will be key beneficiaries.</p>\n<p>Business consulting firms’ RPA focus is both evidence of industry experts’ confidence in the upcoming RPA demand as well as a catalyzer to industry growth. Major professional services firms are pushing their RPA services including Accenture(NYSE:ACN),Deloitte,E&Y,PwC,Cognizant(NASDAQ:CTSH),CGI(NYSE:GIB),Tata Consulting(TCS),Infosys(NYSE:INFY),Genpact(NYSE:G) along with many others. People in the know are investing in RPA as well as investing to grow RPA.</p>\n<p><b>As the Leading RPA Vendor, UiPath has a Bright Near-Medium Term Outlook</b></p>\n<p>UiPath is the undisputed leader in the RPA space. Gartner produces a Magic Quadrant for the industry (chart below) which compares market players in their ability to execute and on their vision. UiPath is above the rest with best-in-class execution ability with a complete vision. UiPath’s domination is obvious; this is its third consecutive year in the leader chair. The Forrester Wave, another trusted technology services research firm,places UiPath in the pole position on its matrix which compares current offerings, strategy, and market presence. UiPath’s leadership is reflected in its market share; UiPath has a 29% market share of the RPA space, more than double its nearest competitor. UiPath is dominating the secular growth enterprise software segment that is RPA.</p>\n<p><img src=\"https://static.tigerbbs.com/53eae62a5495303c0d14baf4748d3ef0\" tg-width=\"640\" tg-height=\"718\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0401f457f330522fdcea2beed7b2efd4\" tg-width=\"567\" tg-height=\"619\" width=\"100%\" height=\"auto\"><span>Source: The Forrester Wave as displayed on SmartBridge</span></p>\n<p>As the spending towards RPA grows so will UiPath’s revenue. As both the technical and market share leader it should see a very large percentage of the growing RPA spend. UiPath is among the best positioned to capitalize on the macroeconomic and corporate spending dynamics of the coming months.</p>\n<p><b>ARR is Important and ARR will Get a Boost</b></p>\n<p>The recent earnings call was very informative on UiPath’s ARR strategy. The company will be focusing on annual contracts instead of long-term ones. Usually, I wouldn’t be fond of this move as it means lower revenue visibility despite the pricing advantages of short-duration contracts. But in this case, I think that it’s the right thing to do. Annual contracts drive higher ROI for UiPath customers; according to management, customers make better use of UiPath when they get as much as they need instead of front-loading robots to take advantage of better prices through discounts. This is financially favorable for UiPath as well since long-term contracts tend to include price discounts; decreasing contract duration will result in fewer discounts and higher margins for UiPath.</p>\n<p>Annual recurring revenue is critical for any service that offers subscriptions. This is due to the resiliency of recurring revenues; contracts are near-impossible and subscriptions are difficult to cancel in a downturn. Moreover, subscription software products have a learning curve and are difficult to churn from. Subscription revenues are highly visible and are highly valued by the market evident in the commonness of nosebleed valuations in the SaaS space. ARR will be key to watch for UiPath as self-described as their “most important metric”.</p>\n<p>The switch to shorter-duration contracts will inflate ARR at the cost of revenue volatility.ASC 606 mandates that a percentage of revenue be recognized immediately and the rest amortized for long-term contracts. This artificially increases front-period revenues. UiPath focusing on annual ramping as opposed to long-term deals will reduce near-term revenues. However, ARR will increase as yearly amounts will increase due to lower discounts. I believe that higher ARR is what the market values and that this switch will benefit UiPath in market sentiment as well as operationally.</p>\n<p><b>Take Advantage of the Current Decline</b></p>\n<p>UiPath shares declined dramatically in September to deeply below IPO levels. The drawdown is even more surprising given the excellent results the company announced which was met with an immediate ~10% fall.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c743698f0cef665c83ca663349c5dc9\" tg-width=\"640\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>I see two main reasons for the falling-knife-like price action in the face of excellent operating performance: weak guidance and early investors leaving the train.</p>\n<p>UiPath announced results that beat across the board. UiPath delivered a top-line beat of $195.5 mn in revenue vs. the consensus estimate of $186.5 coupled with an ARR growth of 60% YoY vs. 55% consensus expectations. The company delivered operating profits vs. expectations of deep losses along with almost $30 mn narrower than expected FCF burn. So why didn’t the market like the results? My guess is high expectations. I think that the guidance was low looking further into the release and prior releases. UiPath beat its ARR guidance this quarter by a whopping $23.5 mn ($726.5 mn vs. at the mid-point of $702 mn - $704 mn guidance range). However, full-year guidance was only increased by $26 mn (at the mid-point, the range increased from $850 mn - $855 mn to $876 mn - $881 mn). What the market is reading here is that the demand environment seems to be slowing in the second half of the year and that the growth may decelerate from here out.</p>\n<p>I disagree with the market. I think that the management is sandbagging the guidance and leaving itself room to overdeliver. I highly doubt that the demand for its products will decrease in this environment but only accelerate and the set-up for alpha is great over the near term.</p>\n<p>A lot of early investors cashed out further pushing down the price. UiPath’s IPO lockup expired on the 9th of September. This can be the case with IPOs as many venture and pre-IPO investors are not able to sell their shares for a certain period.</p>\n<p>Now is a great time to buy with a short-term horizon. Below is a chart of UiPath’s forward revenue multiple and its share price (values on the right axis). Company multiples decreased proportionally to its share price, underlying growth remained resilient. A lot of the sellers are shaken out today and, I think, the downside from here will require concrete negative news while a return to IPO multiples will only need “some” good news. Risk-reward is skewed in the direction of the bull. With solid catalysts on the way, I think that UiPath will perform nicely over the coming months.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1ebe0ce2030acb61150c809de27a646\" tg-width=\"640\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: CapitalIQ</span></p>\n<p><b>Competition is a Key Longer-Term Issue</b></p>\n<p>I’m less certain on future returns, however. The RPA space is attracting a lot of attention from giant enterprise vendors such as Microsoft(NASDAQ:MSFT),Salesforce(NYSE:CRM), and ServiceNow(NYSE:NOW), in addition to many other behemoths as well as pureplay competitors (competitive landscape is available in the charts above). Although this much attention from such important companies should be construed as a bullish sign in the viability of the product, competitive threats cannot be undermined. We see clearly that UiPath is far above the rest both in terms of capabilities and in market penetration, but these advantages may not be forever. The competitors mentioned have infinite financial resources and have a much, much wider sales network than that of UiPath. If these competitors decide to prioritize RPA, the outlook could be gloomy for UiPath.</p>\n<p>Increasing competition seems to be the view of industry experts as well. The Gartner report expects pricing to decrease in the coming years. This is likely the result of more similar products on the market eroding pricing power.</p>\n<p>I see little risk over the near term. With UiPath as the leader, it should be best positioned for the upcoming high-demand environment. Many enterprises want single vendors which will be a benefit for UiPath today as if one vendor is chosen it will likely be the one with the best product offering. However, if UiPath’s technical leadership narrows, the exact opposite could be the case.</p>\n<p>There is no reason to believe that UiPath will lose its leadership position currently. The company is investing heavily into R&D (32% of revenues over the past year) and the investment is bearing fruit with a lot of improvements/products on the horizon (document understanding, task mining, platform-agnostic capabilities, integration, and many more). However, the competition is a must-watch for UiPath investors.</p>\n<p>This isn’t a dealbreaker as long as UiPath has the leading position, or at least until we see one or more of these enterprise software giants devoting serious resources towards the space. But the competition is still an issue as it creates execution risk; UiPath’s lunch is up for grabs if it can’t protect it.</p>\n<p><b>Industry Switch to Cloud Bears Execution Risk</b></p>\n<p>The future of the industry lies in the cloud; UiPath has a limited cloud offering.Only 2,850 out of 9,100+ UiPath customers have adopted the company’s cloud offering the Automation Cloud. With a lot of these enterprises likely using hybrid solutions, UiPath’s cloud computing capabilities lag behind its on-site solutions. As innovative as UiPath is it will likely manage the transformation, but again, this presents an additional execution risk.</p>\n<p><b>Valuation is the Ultimate Long-Term Worry Despite Excellent KPIs</b></p>\n<p>UiPath has amazing KPIs. Its revenue and ARR growth are excellent and it's achieving this through minimal cash burn. The 144% net revenue retention rate is among the highest in the SaaS space and shows the value of the product. The space to land and expand is also growing with the number of customers rapidly increasing.</p>\n<p>However, these metrics, like the company’s leadership position, may not be permanent and may not be enough to support a lofty valuation. The entire SaaS space is extremely expensive in my opinion, and I would not consider being a long-term holder without absolute confidence. I don’t have absolute confidence in UiPath due to material execution risk, and to hold long-term I’d want to be compensated for that risk in valuation.</p>\n<p>Unfortunately, a lot of the benefits of UiPath are in the price in my opinion despite the recent drawdown. Below I’ve included my data table along with an output graph comparing two-year forward multiples with expected two-year revenue growth. The chart has a high r-squared meaning that the market values the relationship. UiPath is trading in line with peers implying that it’s pretty much fairly valued even when factoring in its very high growth expectations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/890bbbc5170ad5c0ca1ce941f057156b\" tg-width=\"619\" tg-height=\"656\" width=\"100%\" height=\"auto\"><span>Source: CapitalIQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/052ee96459416e5a26793dd2a4dccc87\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>Source: Author analysis</span></p>\n<p>I want to highlight that this comparison only justifies company valuation with respect to the SaaS space. If the SaaS space was valued like a normal industry, then I would most likely argue to buy UiPath and hold for the long-term as a quality company at a fair price. The absolute valuations are ridiculous in my opinion. The peer group average is 25x two-year forward revenues. Think about that for a minute. The Russell 3000 (represented here by iShares Russell 3000 ETF(NYSEARCA:IWV)) has a P/E ratio of 23x. This is trailing not forward. The SaaS group is trading at a higher ratio of not earnings but revenues. The space is very expensive and with rising interest rates, open to corrections. Of course, I see value and opportunity in certain SaaS plays, but I’m choosing to abstain here.</p>\n<p>The issue was manifested in the recent quarter. The stock sold off despite the excellent results. Though I don’t expect to see this over the next few quarters due to the excellent demand environment, this could be a risk thereafter. Despite the recent price decrease buffering the downside over the near term, there are still very high expectations of UiPath leaving further room for disappointment.</p>\n<p><b>Neutral in the Long-Term Despite Bullish on Short/Medium</b></p>\n<p>UiPath is a unique software play where I am bullish over the near term, but prefer to not own over the longer. Usually, I would see drawdown risk in most of my preferred software plays over the short term, but would see the company growing into its valuation over time. Here, I see strong near-term alpha with the company delivering beyond expectations and seeing price gains towards where its been. I am much less confident in the opportunity after the RPA demand arising from corporate capital spending towards labor efficiency gets priced in which should happen over the next year.</p>\n<p>I want to add a P.S. here and entertain the bull thesis. I am not an engineer. I have no competitive advantage in understanding the capabilities and advantages of software services. Thus, I can’t have confidence in my analysis (reading industry reports) of technology. If you have such capabilities and believe that UiPath has a strong competitive moat that may be difficult to replicate even with intense resource spend, then by all means be bullish over any time horizon (and please let me know in the comments).</p>\n<p>Rare case as would be the opposite usually. I’m not an engineer and don’t understand exact differentiators and capabilities. If there’s something UiPath does that can’t be replicated even with high resource spend, then bullish over the long-term as well (please let me know in the comments).</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>UiPath: Buy For The Near Term, Hold For The Long Term</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\">\nUiPath: Buy For The Near Term, Hold For The Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-19 11:02 GMT+8 <a href=https://seekingalpha.com/article/4460444-uipath-buy-for-the-near-hold-for-the-long-term><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nUiPath should deliver alpha over the near term thanks to its leadership position in the RPA space. RPA space should see elevated demand from labor issues.\nAnnual ramping of contracts should ...</p>\n\n<a href=\"https://seekingalpha.com/article/4460444-uipath-buy-for-the-near-hold-for-the-long-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath"},"source_url":"https://seekingalpha.com/article/4460444-uipath-buy-for-the-near-hold-for-the-long-term","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120786064","content_text":"Summary\n\nUiPath should deliver alpha over the near term thanks to its leadership position in the RPA space. RPA space should see elevated demand from labor issues.\nAnnual ramping of contracts should boost UiPath ARR which should in turn reflect positively in its price-action.\nLong-term is much less clear with high absolute and fair relative valuation combined with material execution risk.\n\npiranka/E+ via Getty Images\nInvestment Thesis\nUiPath(NYSE:PATH) is the leader of the robotic process automation (RPA) space. RPA will see increased demand in the current high-growth macro environment with labor shortage issues. UiPath is best positioned to capitalize on the opportunity.\nThe company is switching its focus to annual ramping which will benefit it operationally with happier customers and higher margins and inflate what matters most for investors, its annual recurring revenue (ARR).\nDespite my bullishness over the short term, I’m less confident over the long. I see execution risks primarily arising from cloud transition and competitive threats. The relatively fair, but absolutely high valuation opens the door to sub-par price performance over the long term.\nI recommend buying UiPath and monitoring noted issues. In the current picture, I recommend selling UiPath after increased demand from the macro catalysts is factored into the price.\nGreat Macro Backdrop for RPA Demand\nDemand for RPA will increase over the coming years. The backbone of my macro thesis is sticky wage inflation. There is strong labor demand with many firms downsizing during the pandemic and now all trying to re-grow their workforce in tandem. The private sector is trying to accommodate the strong pent-up demand following the pandemic. The reopening demand is further fueled by unprecedented government stimulus boosting incomes. Labor supply, however, is shrinking, both over the near term with increased incomes and structurally with many forced into early retirement and others taking a sabbatical from work who are evaluating life priorities. The shortage of labor supply and rising labor demand will cause wage inflation. Rising labor costs will catalyze investments that increase labor efficiency to protect margins; labor efficiency is th ekey value proposition of RPA.\nThe demand for RPA was already very high. RPA was the fastest-growing enterprise software segment in 2020 for the third year in a row according to Gartner. The market research company expects the excellent performance to continue with double-digit growth rates through 2024. Bear in mind that the high labor demand with the reopening picture was unclear at the time of these reports (latest released May 2021) as was the wage inflation and short labor supply. I believe that RPA adoption rates will be even higher than the high expectations due to the favorable macro-backdrop.\nCorporate investments into RPA should be further catalyzed by strong economic growth and low interest rates. These are also central pillars of my reopening macro-view. Technical stagflation is top-of-mind, but the environment is ripe for corporate investment practically. GDP growth may be technically decelerating but is still very high; interest rates and inflation may be climbing, and I expect them to climb further, but are still very low. The strong economy and low rates will increase corporate investment spend, RPA vendors will be key beneficiaries.\nBusiness consulting firms’ RPA focus is both evidence of industry experts’ confidence in the upcoming RPA demand as well as a catalyzer to industry growth. Major professional services firms are pushing their RPA services including Accenture(NYSE:ACN),Deloitte,E&Y,PwC,Cognizant(NASDAQ:CTSH),CGI(NYSE:GIB),Tata Consulting(TCS),Infosys(NYSE:INFY),Genpact(NYSE:G) along with many others. People in the know are investing in RPA as well as investing to grow RPA.\nAs the Leading RPA Vendor, UiPath has a Bright Near-Medium Term Outlook\nUiPath is the undisputed leader in the RPA space. Gartner produces a Magic Quadrant for the industry (chart below) which compares market players in their ability to execute and on their vision. UiPath is above the rest with best-in-class execution ability with a complete vision. UiPath’s domination is obvious; this is its third consecutive year in the leader chair. The Forrester Wave, another trusted technology services research firm,places UiPath in the pole position on its matrix which compares current offerings, strategy, and market presence. UiPath’s leadership is reflected in its market share; UiPath has a 29% market share of the RPA space, more than double its nearest competitor. UiPath is dominating the secular growth enterprise software segment that is RPA.\n\nSource: The Forrester Wave as displayed on SmartBridge\nAs the spending towards RPA grows so will UiPath’s revenue. As both the technical and market share leader it should see a very large percentage of the growing RPA spend. UiPath is among the best positioned to capitalize on the macroeconomic and corporate spending dynamics of the coming months.\nARR is Important and ARR will Get a Boost\nThe recent earnings call was very informative on UiPath’s ARR strategy. The company will be focusing on annual contracts instead of long-term ones. Usually, I wouldn’t be fond of this move as it means lower revenue visibility despite the pricing advantages of short-duration contracts. But in this case, I think that it’s the right thing to do. Annual contracts drive higher ROI for UiPath customers; according to management, customers make better use of UiPath when they get as much as they need instead of front-loading robots to take advantage of better prices through discounts. This is financially favorable for UiPath as well since long-term contracts tend to include price discounts; decreasing contract duration will result in fewer discounts and higher margins for UiPath.\nAnnual recurring revenue is critical for any service that offers subscriptions. This is due to the resiliency of recurring revenues; contracts are near-impossible and subscriptions are difficult to cancel in a downturn. Moreover, subscription software products have a learning curve and are difficult to churn from. Subscription revenues are highly visible and are highly valued by the market evident in the commonness of nosebleed valuations in the SaaS space. ARR will be key to watch for UiPath as self-described as their “most important metric”.\nThe switch to shorter-duration contracts will inflate ARR at the cost of revenue volatility.ASC 606 mandates that a percentage of revenue be recognized immediately and the rest amortized for long-term contracts. This artificially increases front-period revenues. UiPath focusing on annual ramping as opposed to long-term deals will reduce near-term revenues. However, ARR will increase as yearly amounts will increase due to lower discounts. I believe that higher ARR is what the market values and that this switch will benefit UiPath in market sentiment as well as operationally.\nTake Advantage of the Current Decline\nUiPath shares declined dramatically in September to deeply below IPO levels. The drawdown is even more surprising given the excellent results the company announced which was met with an immediate ~10% fall.\nSource: TradingView\nI see two main reasons for the falling-knife-like price action in the face of excellent operating performance: weak guidance and early investors leaving the train.\nUiPath announced results that beat across the board. UiPath delivered a top-line beat of $195.5 mn in revenue vs. the consensus estimate of $186.5 coupled with an ARR growth of 60% YoY vs. 55% consensus expectations. The company delivered operating profits vs. expectations of deep losses along with almost $30 mn narrower than expected FCF burn. So why didn’t the market like the results? My guess is high expectations. I think that the guidance was low looking further into the release and prior releases. UiPath beat its ARR guidance this quarter by a whopping $23.5 mn ($726.5 mn vs. at the mid-point of $702 mn - $704 mn guidance range). However, full-year guidance was only increased by $26 mn (at the mid-point, the range increased from $850 mn - $855 mn to $876 mn - $881 mn). What the market is reading here is that the demand environment seems to be slowing in the second half of the year and that the growth may decelerate from here out.\nI disagree with the market. I think that the management is sandbagging the guidance and leaving itself room to overdeliver. I highly doubt that the demand for its products will decrease in this environment but only accelerate and the set-up for alpha is great over the near term.\nA lot of early investors cashed out further pushing down the price. UiPath’s IPO lockup expired on the 9th of September. This can be the case with IPOs as many venture and pre-IPO investors are not able to sell their shares for a certain period.\nNow is a great time to buy with a short-term horizon. Below is a chart of UiPath’s forward revenue multiple and its share price (values on the right axis). Company multiples decreased proportionally to its share price, underlying growth remained resilient. A lot of the sellers are shaken out today and, I think, the downside from here will require concrete negative news while a return to IPO multiples will only need “some” good news. Risk-reward is skewed in the direction of the bull. With solid catalysts on the way, I think that UiPath will perform nicely over the coming months.\nSource: CapitalIQ\nCompetition is a Key Longer-Term Issue\nI’m less certain on future returns, however. The RPA space is attracting a lot of attention from giant enterprise vendors such as Microsoft(NASDAQ:MSFT),Salesforce(NYSE:CRM), and ServiceNow(NYSE:NOW), in addition to many other behemoths as well as pureplay competitors (competitive landscape is available in the charts above). Although this much attention from such important companies should be construed as a bullish sign in the viability of the product, competitive threats cannot be undermined. We see clearly that UiPath is far above the rest both in terms of capabilities and in market penetration, but these advantages may not be forever. The competitors mentioned have infinite financial resources and have a much, much wider sales network than that of UiPath. If these competitors decide to prioritize RPA, the outlook could be gloomy for UiPath.\nIncreasing competition seems to be the view of industry experts as well. The Gartner report expects pricing to decrease in the coming years. This is likely the result of more similar products on the market eroding pricing power.\nI see little risk over the near term. With UiPath as the leader, it should be best positioned for the upcoming high-demand environment. Many enterprises want single vendors which will be a benefit for UiPath today as if one vendor is chosen it will likely be the one with the best product offering. However, if UiPath’s technical leadership narrows, the exact opposite could be the case.\nThere is no reason to believe that UiPath will lose its leadership position currently. The company is investing heavily into R&D (32% of revenues over the past year) and the investment is bearing fruit with a lot of improvements/products on the horizon (document understanding, task mining, platform-agnostic capabilities, integration, and many more). However, the competition is a must-watch for UiPath investors.\nThis isn’t a dealbreaker as long as UiPath has the leading position, or at least until we see one or more of these enterprise software giants devoting serious resources towards the space. But the competition is still an issue as it creates execution risk; UiPath’s lunch is up for grabs if it can’t protect it.\nIndustry Switch to Cloud Bears Execution Risk\nThe future of the industry lies in the cloud; UiPath has a limited cloud offering.Only 2,850 out of 9,100+ UiPath customers have adopted the company’s cloud offering the Automation Cloud. With a lot of these enterprises likely using hybrid solutions, UiPath’s cloud computing capabilities lag behind its on-site solutions. As innovative as UiPath is it will likely manage the transformation, but again, this presents an additional execution risk.\nValuation is the Ultimate Long-Term Worry Despite Excellent KPIs\nUiPath has amazing KPIs. Its revenue and ARR growth are excellent and it's achieving this through minimal cash burn. The 144% net revenue retention rate is among the highest in the SaaS space and shows the value of the product. The space to land and expand is also growing with the number of customers rapidly increasing.\nHowever, these metrics, like the company’s leadership position, may not be permanent and may not be enough to support a lofty valuation. The entire SaaS space is extremely expensive in my opinion, and I would not consider being a long-term holder without absolute confidence. I don’t have absolute confidence in UiPath due to material execution risk, and to hold long-term I’d want to be compensated for that risk in valuation.\nUnfortunately, a lot of the benefits of UiPath are in the price in my opinion despite the recent drawdown. Below I’ve included my data table along with an output graph comparing two-year forward multiples with expected two-year revenue growth. The chart has a high r-squared meaning that the market values the relationship. UiPath is trading in line with peers implying that it’s pretty much fairly valued even when factoring in its very high growth expectations.\nSource: CapitalIQ\nSource: Author analysis\nI want to highlight that this comparison only justifies company valuation with respect to the SaaS space. If the SaaS space was valued like a normal industry, then I would most likely argue to buy UiPath and hold for the long-term as a quality company at a fair price. The absolute valuations are ridiculous in my opinion. The peer group average is 25x two-year forward revenues. Think about that for a minute. The Russell 3000 (represented here by iShares Russell 3000 ETF(NYSEARCA:IWV)) has a P/E ratio of 23x. This is trailing not forward. The SaaS group is trading at a higher ratio of not earnings but revenues. The space is very expensive and with rising interest rates, open to corrections. Of course, I see value and opportunity in certain SaaS plays, but I’m choosing to abstain here.\nThe issue was manifested in the recent quarter. The stock sold off despite the excellent results. Though I don’t expect to see this over the next few quarters due to the excellent demand environment, this could be a risk thereafter. Despite the recent price decrease buffering the downside over the near term, there are still very high expectations of UiPath leaving further room for disappointment.\nNeutral in the Long-Term Despite Bullish on Short/Medium\nUiPath is a unique software play where I am bullish over the near term, but prefer to not own over the longer. Usually, I would see drawdown risk in most of my preferred software plays over the short term, but would see the company growing into its valuation over time. Here, I see strong near-term alpha with the company delivering beyond expectations and seeing price gains towards where its been. I am much less confident in the opportunity after the RPA demand arising from corporate capital spending towards labor efficiency gets priced in which should happen over the next year.\nI want to add a P.S. here and entertain the bull thesis. I am not an engineer. I have no competitive advantage in understanding the capabilities and advantages of software services. Thus, I can’t have confidence in my analysis (reading industry reports) of technology. If you have such capabilities and believe that UiPath has a strong competitive moat that may be difficult to replicate even with intense resource spend, then by all means be bullish over any time horizon (and please let me know in the comments).\nRare case as would be the opposite usually. I’m not an engineer and don’t understand exact differentiators and capabilities. If there’s something UiPath does that can’t be replicated even with high resource spend, then bullish over the long-term as well (please let me know in the comments).","news_type":1},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850149635,"gmtCreate":1634567011645,"gmtModify":1634567038759,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/850149635","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","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":{"JNJ":"强生","T":"美国电话电报","CMG":"墨式烧烤",".DJI":"道琼斯","TSLA":"特斯拉","UAL":"联合大陆航空",".IXIC":"NASDAQ Composite","AXP":"美国运通","NFLX":"奈飞","AAL":"美国航空",".SPX":"S&P 500 Index","INTC":"英特尔","IBM":"IBM","HAL":"哈里伯顿","LUV":"西南航空"},"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":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827298569,"gmtCreate":1634474448929,"gmtModify":1634474449169,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827298569","repostId":"2175485551","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827009404,"gmtCreate":1634361908318,"gmtModify":1634361960641,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827009404","repostId":"1163053361","repostType":4,"repost":{"id":"1163053361","pubTimestamp":1634310263,"share":"https://www.laohu8.com/m/news/1163053361?lang=&edition=full","pubTime":"2021-10-15 23:04","market":"us","language":"en","title":"Apple: International Opportunity Is Huge","url":"https://stock-news.laohu8.com/highlight/detail?id=1163053361","media":"Seeking Alpha","summary":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge str","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple is trading at lower multiples than its peers and the Nasdaq.</li>\n <li>Apple is making huge strides in the European as well as international markets.</li>\n <li>As iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bdd5b8fd99a0523d96bf052afd8c1b37\" tg-width=\"1536\" tg-height=\"988\" width=\"100%\" height=\"auto\"><span>Nikada/iStock Unreleased via Getty Images</span></p>\n<p><b>Thesis</b></p>\n<p>Apple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.</p>\n<p>Apple's potential on a global scale has not been adequately factored into the share price.</p>\n<p><b>Current Valuation</b></p>\n<p>To understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3ac38cd59cd1890bbbab0bc6c0dee9d\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>As you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).</p>\n<p>This establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.</p>\n<p><b>Apple In The US</b></p>\n<p>If you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e50a9091d291ea4b8efb3d37d00ad68\" tg-width=\"640\" tg-height=\"357\" width=\"100%\" height=\"auto\"><span>Source: Statista</span></p>\n<p>Apple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.</p>\n<p>I see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.</p>\n<p>While I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.</p>\n<p><b>The International Market</b></p>\n<p>This is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458c0f8e1a5cec6bdd874c1d7f9de7df\" tg-width=\"640\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p>\n<p>Over the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.</p>\n<p>The upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/581ba5b6950f54cb812ad7a9d0e4960e\" tg-width=\"640\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Source: Statcounter</span></p>\n<p>In this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.</p>\n<p><b>What does that mean?</b></p>\n<p>This is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.</p>\n<p>One of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.</p>\n<p>The proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.</p>\n<p><b>Conclusion</b></p>\n<p>Apple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.</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: International Opportunity Is Huge</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: International Opportunity Is Huge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 23:04 GMT+8 <a href=https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459836-apple-international-opportunity-is-huge\">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/4459836-apple-international-opportunity-is-huge","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163053361","content_text":"Summary\n\nApple is trading at lower multiples than its peers and the Nasdaq.\nApple is making huge strides in the European as well as international markets.\nAs iPhones sell, so will AirPods, Apple Watches, and Apple services such as Music and Arcade.\n\nNikada/iStock Unreleased via Getty Images\nThesis\nApple (AAPL) is the largest company in the world by market cap. While large-cap stocks like Apple are usually close to fair value, Apple makes a compelling case. Arguably the best investor of all time, Warren Buffet has invested over 40% of Berkshire Hathaway's (BRK.A)(BRK.B) portfolio in Apple stock. So I decided that there must be some value proposition here. After a throughout look, I came to the same conclusion as Warren Buffet. Apple stock is an excellent buy.\nApple's potential on a global scale has not been adequately factored into the share price.\nCurrent Valuation\nTo understand if something is undervalued, we first need to understand its current valuation. To do so, I will briefly compare it to some similar stocks in both PE and P/FCF.\nData by YCharts\nAs you can see, Apple is valued at lower PE and P/FCF multiples than similar companies Microsoft (MSFT) and Alphabet (GOOGL). It is also trading at a lower PE ratio than the Nasdaq index (29.25).\nThis establishes that Apple is not being valued at a premium to reflect the massive opportunity they have with international expansion.\nApple In The US\nIf you are like me and from America, it may seem like everyone that wants an iPhone has one. There is a good chance you are even reading this article on Apple's signature OLED screen.\nSource: Statista\nApple's market share in the US has been growing by low single-digit percentages since 2015 and currently has a US market share of just under 50% in 2021.\nI see no real reason that this will change significantly. Like I mentioned above, most people that want an iPhone already own one. When dealing with such a high market share, it is hard to grow, at least substantially.\nWhile I will not discuss this point in-depth, it is worth noting that in 2020, only about 50% of their revenue came from iPhone, and there is considerable room to grow in their accessories and wearables, even in the US.\nThe International Market\nThis is where I see a massive opportunity for Apple. They are already on their way to growing their global market share.\nSource: Statcounter\nOver the last 5 years, AAPL's global market share has gone from the high teens/low twenties to over 25%. Apple is also close to overtaking Samsung as the worldwide market share leader, and at current rates, it appears the overtake will happen sometime in the next twelve months.\nThe upward trend is seen again in Europe. Here is AAPL's European market share over the past 5 years.\nSource: Statcounter\nIn this case, Apple just recently took over Samsung as the leading European smartphone vendor. With a population of around 741 million people, nearly 2x the population of the United States, taking the majority share of the smartphone market in Europe is huge.\nWhat does that mean?\nThis is just the beginning, at least from a sales standpoint. Despite controlling the majority share in one of the largest continents, Apple only generated about 1/4 of its total revenue from Europe.\nOne of the things that makes Apple such a strong company is that their iPhones are essentially a \"gateway product.\" Once you have an iPhone, you are compelled to purchase AirPods and an Apple Watch as physical accessories. Apple also offers iCloud photo storage, Apple Music, Apple TV, and Apple Arcade, to name a few.\nThe proliferation of the iPhone on a global scale opens the door for Apple with its massive product line. Investors should look behind the numbers and realize the true scope of the opportunity that lies within growing iPhone sales.\nConclusion\nApple's relative undervaluation compared to competitors, as well as massive strides in international markets, makes it an appealing investment. As iPhone sales continue to grow, accessories will be quick to follow. Apple is past the stages where you will see 100% growth in a relatively short timeline. This is a stock that you buy and hold for years, and if you are smart, sell covered calls along the way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824919888,"gmtCreate":1634268592227,"gmtModify":1634274404587,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/824919888","repostId":"1129314610","repostType":4,"repost":{"id":"1129314610","pubTimestamp":1634253682,"share":"https://www.laohu8.com/m/news/1129314610?lang=&edition=full","pubTime":"2021-10-15 07:21","market":"us","language":"en","title":"S&P 500 surges, biggest daily percentage rise since March on earnings, data","url":"https://stock-news.laohu8.com/highlight/detail?id=1129314610","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since earl","content":"<p>NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> and <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.</p>\n<p>The technology sector jumped 2.3%, giving the S&P 500 its biggest boost, with shares of <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc rising.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/C\">Citigroup</a>, $Bank of America Corp(BAC-N)$ and <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&P bank index jumped 1.5%.</p>\n<p>Also, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.</p>\n<p>Adding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.</p>\n<p>Data from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.</p>\n<p>“Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz & Associates Inc., an investment advisory firm, based in Toledo, Ohio.</p>\n<p>“Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”</p>\n<p>The Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 251.8 points, or 1.73%, to 14,823.43.</p>\n<p>While the S&P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.</p>\n<p>Gains were broad-based, with all but <a href=\"https://laohu8.com/S/AONE.U\">one</a> S&P 500 sector rising more than 1%.</p>\n<p>Shares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.</p>\n<p><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.</p>\n<p>U.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.</p>\n<p>Volume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 surges, biggest daily percentage rise since March on earnings, data</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\">\nS&P 500 surges, biggest daily percentage rise since March on earnings, data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-15 07:21 GMT+8 <a href=https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including Morgan Stanley and UnitedHealth climbed following strong results, ...</p>\n\n<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SPY":"标普500ETF",".DJI":"道琼斯","SH":"标普500反向ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-surges-biggest-daily-percentage-rise-since-march-on-earnings-data-idUSL1N2RA2WC","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129314610","content_text":"NEW YORK (Reuters) - The S&P 500 jumped on Thursday, its biggest daily percentage advance since early March, as companies including Morgan Stanley and UnitedHealth climbed following strong results, while data on the labor market and inflation soothed fears over the outlook for higher rates.\nThe technology sector jumped 2.3%, giving the S&P 500 its biggest boost, with shares of Microsoft Corp and Apple Inc rising.\nShares of Citigroup, $Bank of America Corp(BAC-N)$ and Morgan Stanley also gained after they topped quarterly earnings estimates. The rebounding economy allowed them to release more cash they had set aside for pandemic losses, while sizzling deals, equity financing and trading added to profits. The S&P bank index jumped 1.5%.\nAlso, UnitedHealth Group Inc climbed 4.2% after the health insurer reported results and raised its full-year adjusted profit forecast on strength from its Optum unit that manages drug benefits.\nAdding to optimism, data showed the number of Americans filing new claims for unemployment benefits last week fell close to a 19-month low, and a separate report showed producer prices eased in September.\nData from recent inflation reports suggested COVID-driven price increases may have peaked. Still, Federal Reserve policymakers remain divided over inflation and what to do about it.\n“Some of the things that worried the market in September, and even last week, as far as the inflation aspect and higher interest rates and the Delta variant, maybe have lessened,” said Alan Lancz, president, Alan B. Lancz & Associates Inc., an investment advisory firm, based in Toledo, Ohio.\n“Not that it’s all over, but on a temporary scale at least, you can make a case for it trending in the right direction.”\nThe Dow Jones Industrial Average rose 534.75 points, or 1.56%, to 34,912.56, the S&P 500 gained 74.46 points, or 1.71%, to 4,438.26 and the Nasdaq Composite added 251.8 points, or 1.73%, to 14,823.43.\nWhile the S&P 500 registered its biggest daily percentage gain since March 5, the Nasdaq notched its biggest since May 20 and the Dow its biggest since July 20.\nGains were broad-based, with all but one S&P 500 sector rising more than 1%.\nShares of Moderna Inc ended up 3.2% after a panel of expert advisers to the U.S. Food and Drug Administration voted to recommend booster shots of its COVID-19 vaccine for Americans aged 65 and older and those at high risk of severe illness.\nWalgreens Boots Alliance Inc jumped 7.4% after the drugstore chain reported fourth-quarter revenue and adjusted profit above estimates and forecast growth of 11% to 13% in the long term.\nU.S. companies are expected to report strong profit growth for the third quarter, but investors have been keen to hear what they say about rising costs, labor shortages and supply problems.\nAdvancing issues outnumbered declining ones on the NYSE by a 3.58-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored advancers.\nThe S&P 500 posted 32 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 46 new lows.\nVolume on U.S. exchanges was 9.26 billion shares, compared with the 10.8 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825811880,"gmtCreate":1634216430687,"gmtModify":1634216430784,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825811880","repostId":"1193636194","repostType":4,"repost":{"id":"1193636194","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":1634214617,"share":"https://www.laohu8.com/m/news/1193636194?lang=&edition=full","pubTime":"2021-10-14 20:30","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1193636194","media":"Tiger Newspress","summary":"U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic d","content":"<p>U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic data.</p>\n<p>At 08:15 a.m. ET, Dow e-minis were up 275 points, or 0.61%, S&P 500 e-minis were up 37.75 points, or 0.87%, and Nasdaq 100 e-minis were up 146.25 points, or 0.99%.</p>\n<p><img src=\"https://static.tigerbbs.com/e348e41c619c7aa69d255cfbb971e007\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>JPMorgan Chase & Co, Wells Fargo Morgan Stanley and Citigroup have published their results before the opening bell.</p>\n<p>U.S. jobless claims total 293,000 vs. 318,000 estimate.Initial jobless claims fell below 300,000 for the first time since the early days of the Covid-19 pandemic, the Labor Department said Thursday.</p>\n<p>In another sign that the jobs market is getting closer to its old self, first-time claims for unemployment insurance totaled 293,000, the best level since March 14, 2020, which saw 256,000 claims just as the Covid-19 spread intensified.</p>\n<p>Mega-caps growth names including Facebook Inc, Microsoft Corp, Amazon.com Inc, Tesla Inc, Apple Inc and Google-parent Alphabet rose about 1%.</p>\n<p>Energy firms including Chevron Corp and Exxon Mobil gained 0.7% and 1.2%, respectively, tracking Brent crude prices that rose toward $84 per barrel.</p>\n<p><b>Stocks making the biggest moves premarket: </b></p>\n<p><b>UnitedHealth(UNH) </b>– The health insurer’s shares rose 2.6% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum drug benefits unit.</p>\n<p><b>Bank of America(BAC)</b> – Bank of America shares gained 2.8% in premarket trading, after reporting third-quarter earnings of 85 cents per share. That compares with a 71-cent consensus estimate and revenue that also topped forecasts, helped in part by a double-digit percentage increase in net interest income.</p>\n<p><b>Wells Fargo(WFC)</b> – Wells Fargo reported adjusted quarterly earnings of $1.22 per share, compared with a consensus forecast of 99 cents, while revenue also came in above estimates. Wells Fargo’s results were helped by a release of funds that had been set aside to cover bad loans. The stock added 1.2% in the premarket.</p>\n<p><b>Walgreens Boots Alliance(WBA)</b> – Walgreens shares rallied 1.6% in the premarket as its adjusted quarterly earnings of $1.17 per share came in 15 cents above estimates. Revenue also beat consensus estimates, with results helped by more Covid-19 vaccinations as well as growth in sales of at-home Covid tests and sales of cold and flu products.</p>\n<p><b>Morgan Stanley(MS)</b> – Morgan Stanley beat estimates by 30 cents with a third-quarter profit of $1.98 per share, while revenue beat Street forecasts as well. The investment firm said its bottom line reflected strong performance across all its business segments. Morgan Stanley rose 2.8% in premarket action.</p>\n<p><b>Citigroup(C)</b> – Citigroup shares rose 1.5% after quarterly results beat expectations.Citigroup Q3 revenue $17.2 bln vs. $17.3 bln a year ago; FactSet consensus $16.9 bln;Citigroup Q3 EPS $2.15 vs. $1.36 a year ago; FactSet consensus $1.71.</p>\n<p><b>Caterpillar(CAT)</b> – The heavy equipment maker was up 1.3% in premarket action after Cowen began coverage with an “outperform” rating, saying it sees the first “megacycle” for Caterpillar in 14 years.</p>\n<p><b>Taiwan Semiconductor(TSM)</b> – The chip maker reported a better-than-expected 13.8% jump in third-quarter profit, thanks to the surge in global chip demand and a shortage that’s pushed prices higher. Shares jumped 3.2% in the premarket.</p>\n<p><b>Shopify(SHOP)</b> – Shopify is partnering with Microsoft,Oracle and other cloud providers to help businesses streamline their operations. Various tools from those providers will now be integrated into the Canadian e-commerce company’s platform for its customers.Shares jumped 1.5% in the premarket.</p>\n<p><b>Bed Bath & Beyond(BBBY)</b> – Bed Bath & Beyond stock fell 2% in premarket trading as Morgan Stanley downgraded Bed Bath & Beyond.Analyst Simeon Gutman downgraded the stock to underweight from equal weight, saying in a note to clients on Thursday that the company would likely miss estimates over the next two years.</p>\n<p><b>Avis Budget(CAR) </b>– Avis Budget was downgraded to “underweight” from “equal-weight” at Morgan Stanley, citing a number of factors including valuation. The car rental company’s shares have increased five-fold over the past 12 months, and Morgan Stanley feels Avis Budget is at peak cyclical earnings. The stock tumbled 3.4% in the premarket.</p>\n<p><b>UPS(UPS)</b> – UPS was upgraded to “buy” from “hold” at Stifel Financial, citing valuation, secular volume growth from e-commerce and continued focus on yield management. Stifel also increased its price target for the stock to $224 per share, representing a potential increase of 22% from current levels. UPS added 3% in premarket trading.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic data.</p>\n<p>At 08:15 a.m. ET, Dow e-minis were up 275 points, or 0.61%, S&P 500 e-minis were up 37.75 points, or 0.87%, and Nasdaq 100 e-minis were up 146.25 points, or 0.99%.</p>\n<p><img src=\"https://static.tigerbbs.com/e348e41c619c7aa69d255cfbb971e007\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>JPMorgan Chase & Co, Wells Fargo Morgan Stanley and Citigroup have published their results before the opening bell.</p>\n<p>U.S. jobless claims total 293,000 vs. 318,000 estimate.Initial jobless claims fell below 300,000 for the first time since the early days of the Covid-19 pandemic, the Labor Department said Thursday.</p>\n<p>In another sign that the jobs market is getting closer to its old self, first-time claims for unemployment insurance totaled 293,000, the best level since March 14, 2020, which saw 256,000 claims just as the Covid-19 spread intensified.</p>\n<p>Mega-caps growth names including Facebook Inc, Microsoft Corp, Amazon.com Inc, Tesla Inc, Apple Inc and Google-parent Alphabet rose about 1%.</p>\n<p>Energy firms including Chevron Corp and Exxon Mobil gained 0.7% and 1.2%, respectively, tracking Brent crude prices that rose toward $84 per barrel.</p>\n<p><b>Stocks making the biggest moves premarket: </b></p>\n<p><b>UnitedHealth(UNH) </b>– The health insurer’s shares rose 2.6% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum drug benefits unit.</p>\n<p><b>Bank of America(BAC)</b> – Bank of America shares gained 2.8% in premarket trading, after reporting third-quarter earnings of 85 cents per share. That compares with a 71-cent consensus estimate and revenue that also topped forecasts, helped in part by a double-digit percentage increase in net interest income.</p>\n<p><b>Wells Fargo(WFC)</b> – Wells Fargo reported adjusted quarterly earnings of $1.22 per share, compared with a consensus forecast of 99 cents, while revenue also came in above estimates. Wells Fargo’s results were helped by a release of funds that had been set aside to cover bad loans. The stock added 1.2% in the premarket.</p>\n<p><b>Walgreens Boots Alliance(WBA)</b> – Walgreens shares rallied 1.6% in the premarket as its adjusted quarterly earnings of $1.17 per share came in 15 cents above estimates. Revenue also beat consensus estimates, with results helped by more Covid-19 vaccinations as well as growth in sales of at-home Covid tests and sales of cold and flu products.</p>\n<p><b>Morgan Stanley(MS)</b> – Morgan Stanley beat estimates by 30 cents with a third-quarter profit of $1.98 per share, while revenue beat Street forecasts as well. The investment firm said its bottom line reflected strong performance across all its business segments. Morgan Stanley rose 2.8% in premarket action.</p>\n<p><b>Citigroup(C)</b> – Citigroup shares rose 1.5% after quarterly results beat expectations.Citigroup Q3 revenue $17.2 bln vs. $17.3 bln a year ago; FactSet consensus $16.9 bln;Citigroup Q3 EPS $2.15 vs. $1.36 a year ago; FactSet consensus $1.71.</p>\n<p><b>Caterpillar(CAT)</b> – The heavy equipment maker was up 1.3% in premarket action after Cowen began coverage with an “outperform” rating, saying it sees the first “megacycle” for Caterpillar in 14 years.</p>\n<p><b>Taiwan Semiconductor(TSM)</b> – The chip maker reported a better-than-expected 13.8% jump in third-quarter profit, thanks to the surge in global chip demand and a shortage that’s pushed prices higher. Shares jumped 3.2% in the premarket.</p>\n<p><b>Shopify(SHOP)</b> – Shopify is partnering with Microsoft,Oracle and other cloud providers to help businesses streamline their operations. Various tools from those providers will now be integrated into the Canadian e-commerce company’s platform for its customers.Shares jumped 1.5% in the premarket.</p>\n<p><b>Bed Bath & Beyond(BBBY)</b> – Bed Bath & Beyond stock fell 2% in premarket trading as Morgan Stanley downgraded Bed Bath & Beyond.Analyst Simeon Gutman downgraded the stock to underweight from equal weight, saying in a note to clients on Thursday that the company would likely miss estimates over the next two years.</p>\n<p><b>Avis Budget(CAR) </b>– Avis Budget was downgraded to “underweight” from “equal-weight” at Morgan Stanley, citing a number of factors including valuation. The car rental company’s shares have increased five-fold over the past 12 months, and Morgan Stanley feels Avis Budget is at peak cyclical earnings. The stock tumbled 3.4% in the premarket.</p>\n<p><b>UPS(UPS)</b> – UPS was upgraded to “buy” from “hold” at Stifel Financial, citing valuation, secular volume growth from e-commerce and continued focus on yield management. Stifel also increased its price target for the stock to $224 per share, representing a potential increase of 22% from current levels. UPS added 3% in premarket trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TSM":"台积电","MSFT":"微软","CAT":"卡特彼勒","UPS":"联合包裹","AAPL":"苹果","MS":"摩根士丹利","BBBY":"3B家居","CAR":"安飞士","TSLA":"特斯拉","UNH":"联合健康","C":"花旗","WFC":"富国银行","SHOP":"Shopify Inc","BAC":"美国银行","WBA":"沃尔格林联合博姿","AMZN":"亚马逊","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193636194","content_text":"U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic data.\nAt 08:15 a.m. ET, Dow e-minis were up 275 points, or 0.61%, S&P 500 e-minis were up 37.75 points, or 0.87%, and Nasdaq 100 e-minis were up 146.25 points, or 0.99%.\n\nJPMorgan Chase & Co, Wells Fargo Morgan Stanley and Citigroup have published their results before the opening bell.\nU.S. jobless claims total 293,000 vs. 318,000 estimate.Initial jobless claims fell below 300,000 for the first time since the early days of the Covid-19 pandemic, the Labor Department said Thursday.\nIn another sign that the jobs market is getting closer to its old self, first-time claims for unemployment insurance totaled 293,000, the best level since March 14, 2020, which saw 256,000 claims just as the Covid-19 spread intensified.\nMega-caps growth names including Facebook Inc, Microsoft Corp, Amazon.com Inc, Tesla Inc, Apple Inc and Google-parent Alphabet rose about 1%.\nEnergy firms including Chevron Corp and Exxon Mobil gained 0.7% and 1.2%, respectively, tracking Brent crude prices that rose toward $84 per barrel.\nStocks making the biggest moves premarket: \nUnitedHealth(UNH) – The health insurer’s shares rose 2.6% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum drug benefits unit.\nBank of America(BAC) – Bank of America shares gained 2.8% in premarket trading, after reporting third-quarter earnings of 85 cents per share. That compares with a 71-cent consensus estimate and revenue that also topped forecasts, helped in part by a double-digit percentage increase in net interest income.\nWells Fargo(WFC) – Wells Fargo reported adjusted quarterly earnings of $1.22 per share, compared with a consensus forecast of 99 cents, while revenue also came in above estimates. Wells Fargo’s results were helped by a release of funds that had been set aside to cover bad loans. The stock added 1.2% in the premarket.\nWalgreens Boots Alliance(WBA) – Walgreens shares rallied 1.6% in the premarket as its adjusted quarterly earnings of $1.17 per share came in 15 cents above estimates. Revenue also beat consensus estimates, with results helped by more Covid-19 vaccinations as well as growth in sales of at-home Covid tests and sales of cold and flu products.\nMorgan Stanley(MS) – Morgan Stanley beat estimates by 30 cents with a third-quarter profit of $1.98 per share, while revenue beat Street forecasts as well. The investment firm said its bottom line reflected strong performance across all its business segments. Morgan Stanley rose 2.8% in premarket action.\nCitigroup(C) – Citigroup shares rose 1.5% after quarterly results beat expectations.Citigroup Q3 revenue $17.2 bln vs. $17.3 bln a year ago; FactSet consensus $16.9 bln;Citigroup Q3 EPS $2.15 vs. $1.36 a year ago; FactSet consensus $1.71.\nCaterpillar(CAT) – The heavy equipment maker was up 1.3% in premarket action after Cowen began coverage with an “outperform” rating, saying it sees the first “megacycle” for Caterpillar in 14 years.\nTaiwan Semiconductor(TSM) – The chip maker reported a better-than-expected 13.8% jump in third-quarter profit, thanks to the surge in global chip demand and a shortage that’s pushed prices higher. Shares jumped 3.2% in the premarket.\nShopify(SHOP) – Shopify is partnering with Microsoft,Oracle and other cloud providers to help businesses streamline their operations. Various tools from those providers will now be integrated into the Canadian e-commerce company’s platform for its customers.Shares jumped 1.5% in the premarket.\nBed Bath & Beyond(BBBY) – Bed Bath & Beyond stock fell 2% in premarket trading as Morgan Stanley downgraded Bed Bath & Beyond.Analyst Simeon Gutman downgraded the stock to underweight from equal weight, saying in a note to clients on Thursday that the company would likely miss estimates over the next two years.\nAvis Budget(CAR) – Avis Budget was downgraded to “underweight” from “equal-weight” at Morgan Stanley, citing a number of factors including valuation. The car rental company’s shares have increased five-fold over the past 12 months, and Morgan Stanley feels Avis Budget is at peak cyclical earnings. The stock tumbled 3.4% in the premarket.\nUPS(UPS) – UPS was upgraded to “buy” from “hold” at Stifel Financial, citing valuation, secular volume growth from e-commerce and continued focus on yield management. Stifel also increased its price target for the stock to $224 per share, representing a potential increase of 22% from current levels. UPS added 3% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826289338,"gmtCreate":1634024994860,"gmtModify":1634024994987,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/826289338","repostId":"2174854361","repostType":4,"repost":{"id":"2174854361","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":1633992660,"share":"https://www.laohu8.com/m/news/2174854361?lang=&edition=full","pubTime":"2021-10-12 06:51","market":"us","language":"en","title":"Wall St ends choppy session lower on earnings jitters; financials down","url":"https://stock-news.laohu8.com/highlight/detail?id=2174854361","media":"Reuters","summary":"NEW YORK, Oct 11 - U.S. stocks ended a choppy session lower on Monday as investors grew nervous ahead of third-quarter earnings reporting season.Supply chain problems and higher costs for energy and other things have fueled concern about earnings, set to kick off with JPMorgan Chase & Co results on Wednesday.Indexes reversed early gains after midday and added to losses just before the close. JPMorgan shares were down 2.1% and among the biggest drags on the S&P 500 along with Amazon.com. , whic","content":"<p>NEW YORK, Oct 11 (Reuters) - U.S. stocks ended a choppy session lower on Monday as investors grew nervous ahead of third-quarter earnings reporting season.</p>\n<p>Supply chain problems and higher costs for energy and other things have fueled concern about earnings, set to kick off with JPMorgan Chase & Co results on Wednesday.</p>\n<p>Indexes reversed early gains after midday and added to losses just before the close. JPMorgan shares were down 2.1% and among the biggest drags on the S&P 500 along with Amazon.com</p>\n<p>, which fell 1.3%. The S&P financial index was down 1%, while communication services dropped 1.5%.</p>\n<p>\"The market is a bit cautious going into this earnings season,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. \"Supply chain issues may have impacted earnings for a number of companies and certain industries more than others.\"</p>\n<p>While another period of strong U.S. profit growth is forecast for Corporate America, earnings are shaping up to be crucial for investors worried about how supply disruptions and inflation pressures will affect bottom lines.</p>\n<p>That could lead to more volatility on Wall Street following a bruising September. Analysts expect a 29.6% year-over-year increase in profit for S&P 500 companies in the third quarter, according to IBES data from Refinitiv as of Friday.</p>\n<p>The Dow Jones Industrial Average fell 250.19 points, or 0.72%, to 34,496.06, the S&P 500 lost 30.15 points, or 0.69%, to 4,361.19 and the Nasdaq Composite dropped 93.34 points, or 0.64%, to 14,486.20.</p>\n<p>The energy sector also ended lower after hitting its highest since January 2020 earlier in the day. Higher oil prices have fed into concerns about rising costs for businesses and consumers.</p>\n<p>Analysts do expect some positive earnings news. \"If you're a larger company, you're able to mitigate a lot of these issues,\" said Christopher Harvey, head of equity strategy at Wells Fargo Securities in New York.</p>\n<p>Managements \"have been very cognizant of their budgets and not sacrificing margins.\" Plus, demand remains strong, he said.</p>\n<p><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. was down 2.2% and Mastercard Inc also fell 2.2% among the biggest drags on the S&P 500.</p>\n<p>Volume on U.S. exchanges was 8.15 billion shares, compared with the 10.9 billion average for the full session over the last 20 trading days.</p>\n<p>Trading may have been slower due to the U.S. federal holiday Monday, with U.S. bond markets shut for the day.</p>\n<p>Among individual stocks, Southwest Airlines Co fell 4.2% on a report that it canceled at least 30% of scheduled flights on Sunday.</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>Wall St ends choppy session lower on earnings jitters; financials down</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\">\nWall St ends choppy session lower on earnings jitters; financials down\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\">2021-10-12 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, Oct 11 (Reuters) - U.S. stocks ended a choppy session lower on Monday as investors grew nervous ahead of third-quarter earnings reporting season.</p>\n<p>Supply chain problems and higher costs for energy and other things have fueled concern about earnings, set to kick off with JPMorgan Chase & Co results on Wednesday.</p>\n<p>Indexes reversed early gains after midday and added to losses just before the close. JPMorgan shares were down 2.1% and among the biggest drags on the S&P 500 along with Amazon.com</p>\n<p>, which fell 1.3%. The S&P financial index was down 1%, while communication services dropped 1.5%.</p>\n<p>\"The market is a bit cautious going into this earnings season,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. \"Supply chain issues may have impacted earnings for a number of companies and certain industries more than others.\"</p>\n<p>While another period of strong U.S. profit growth is forecast for Corporate America, earnings are shaping up to be crucial for investors worried about how supply disruptions and inflation pressures will affect bottom lines.</p>\n<p>That could lead to more volatility on Wall Street following a bruising September. Analysts expect a 29.6% year-over-year increase in profit for S&P 500 companies in the third quarter, according to IBES data from Refinitiv as of Friday.</p>\n<p>The Dow Jones Industrial Average fell 250.19 points, or 0.72%, to 34,496.06, the S&P 500 lost 30.15 points, or 0.69%, to 4,361.19 and the Nasdaq Composite dropped 93.34 points, or 0.64%, to 14,486.20.</p>\n<p>The energy sector also ended lower after hitting its highest since January 2020 earlier in the day. Higher oil prices have fed into concerns about rising costs for businesses and consumers.</p>\n<p>Analysts do expect some positive earnings news. \"If you're a larger company, you're able to mitigate a lot of these issues,\" said Christopher Harvey, head of equity strategy at Wells Fargo Securities in New York.</p>\n<p>Managements \"have been very cognizant of their budgets and not sacrificing margins.\" Plus, demand remains strong, he said.</p>\n<p><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. was down 2.2% and Mastercard Inc also fell 2.2% among the biggest drags on the S&P 500.</p>\n<p>Volume on U.S. exchanges was 8.15 billion shares, compared with the 10.9 billion average for the full session over the last 20 trading days.</p>\n<p>Trading may have been slower due to the U.S. federal holiday Monday, with U.S. bond markets shut for the day.</p>\n<p>Among individual stocks, Southwest Airlines Co fell 4.2% on a report that it canceled at least 30% of scheduled flights on Sunday.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通","V":"Visa","LUV":"西南航空","AMZN":"亚马逊","MA":"万事达",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174854361","content_text":"NEW YORK, Oct 11 (Reuters) - U.S. stocks ended a choppy session lower on Monday as investors grew nervous ahead of third-quarter earnings reporting season.\nSupply chain problems and higher costs for energy and other things have fueled concern about earnings, set to kick off with JPMorgan Chase & Co results on Wednesday.\nIndexes reversed early gains after midday and added to losses just before the close. JPMorgan shares were down 2.1% and among the biggest drags on the S&P 500 along with Amazon.com\n, which fell 1.3%. The S&P financial index was down 1%, while communication services dropped 1.5%.\n\"The market is a bit cautious going into this earnings season,\" said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. \"Supply chain issues may have impacted earnings for a number of companies and certain industries more than others.\"\nWhile another period of strong U.S. profit growth is forecast for Corporate America, earnings are shaping up to be crucial for investors worried about how supply disruptions and inflation pressures will affect bottom lines.\nThat could lead to more volatility on Wall Street following a bruising September. Analysts expect a 29.6% year-over-year increase in profit for S&P 500 companies in the third quarter, according to IBES data from Refinitiv as of Friday.\nThe Dow Jones Industrial Average fell 250.19 points, or 0.72%, to 34,496.06, the S&P 500 lost 30.15 points, or 0.69%, to 4,361.19 and the Nasdaq Composite dropped 93.34 points, or 0.64%, to 14,486.20.\nThe energy sector also ended lower after hitting its highest since January 2020 earlier in the day. Higher oil prices have fed into concerns about rising costs for businesses and consumers.\nAnalysts do expect some positive earnings news. \"If you're a larger company, you're able to mitigate a lot of these issues,\" said Christopher Harvey, head of equity strategy at Wells Fargo Securities in New York.\nManagements \"have been very cognizant of their budgets and not sacrificing margins.\" Plus, demand remains strong, he said.\nVisa Inc. was down 2.2% and Mastercard Inc also fell 2.2% among the biggest drags on the S&P 500.\nVolume on U.S. exchanges was 8.15 billion shares, compared with the 10.9 billion average for the full session over the last 20 trading days.\nTrading may have been slower due to the U.S. federal holiday Monday, with U.S. bond markets shut for the day.\nAmong individual stocks, Southwest Airlines Co fell 4.2% on a report that it canceled at least 30% of scheduled flights on Sunday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826957081,"gmtCreate":1633967858653,"gmtModify":1633967858738,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826957081","repostId":"2174909058","repostType":4,"repost":{"id":"2174909058","pubTimestamp":1633952599,"share":"https://www.laohu8.com/m/news/2174909058?lang=&edition=full","pubTime":"2021-10-11 19:43","market":"us","language":"en","title":"2 Dow Stocks to Buy Hand Over Fist and 1 to Avoid in the Fourth Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2174909058","media":"Motley Fool","summary":"The world's most iconic stock index is harboring two amazing values, as well as one widely owned stock that's best avoided.","content":"<p>For more than 125 years, the <b>Dow Jones Industrial Average</b> (DJINDICES:^DJI) has been a barometer of the stock market's health.</p>\n<p>Though it began as a 12-company index back in May 1896, it's now comprised of 30 highly profitable, multinational companies from a broad spectrum of sectors and industries. While the Dow Jones is itself a flawed index -- it's share price-weighted, rather than market cap-weighted -- it nevertheless continues to motor higher over time, and therefore draws plenty of attention from Wall Street and investors.</p>\n<p>Among its 30 components are two Dow stocks investors can buy hand over fist in the fourth quarter, along with one widely held company that might be best off avoided to end the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645875%2Fnyse-wall-street-trading-new-york-financial-stock-market-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Buy this Dow stock: <a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If there's one Dow stock I'd strongly encourage investors to dig into in the fourth quarter, and well beyond for that matter, it's cloud-based customer relationship management (CRM) software solutions provider <b>Salesforce.com</b> (NYSE:CRM).</p>\n<p>Without getting overly technical, CRM software is used by consumer-facing businesses to enhance existing customer relationships and boost sales. Beyond just logging and accessing customer data in real-time, it can be used to oversee online marketing campaigns and run predictive analyses to determine which customers might be the likeliest to purchase new products or services. While the service industry has long been the most-logical purveyor of CRM solutions, we're witnessing nontraditional sectors and industries adopting it.</p>\n<p>Cloud-based CRM software sales are expected to grow by an annualized double-digit percentage through at least mid-decade, and Salesforce finds itself at the top of the mountain in this high-growth trend. When the curtain closed on 2020, Salesforce was responsible for 19.5% of all global CRM spending, according to IDC. By comparison, the No.'s 2 through 5 in worldwide share didn't even add up to Salesforce's share of the landscape. While anything is possible in the tech space, this market share lead looks practically insurmountable for the foreseeable future.</p>\n<p>CEO Marc Benioff also deserves heaps of praise for successfully executing a number of earnings-accretive acquisitions. The buyouts of MuleSoft, Tableau, and <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> have all expanded the Salesforce ecosystem and broadened its appeal to the small-and-medium-sized businesses that make it tick.</p>\n<p>Between organic growth potential and a steady diet of acquisitions, Benioff is forecasting $50 billion in full-year sales by fiscal 2026. That'd be up from a reported $21.3 billion in fiscal 2021. Mega-cap stocks rarely grow at such speed, which is why Salesforce is such an intriguing buy for the fourth quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645875%2Fpharmacist-dispensing-drugs-patient-cost-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Buy this Dow stock: <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2>\n<p>A second Dow stock to buy hand over fist in the fourth quarter is pharmacy chain <b>Walgreens Boots Alliance</b> (NASDAQ:WBA).</p>\n<p>Generally, healthcare stocks are impervious to economic hiccups. Since we don't get to choose when we get sick or what ailment(s) we develop, there's a relatively constant demand for drugs, devices, and healthcare services in any economic environment. Pharmacy chains like Walgreens proved the exception to this rule during the pandemic. Since pharmacies are reliant on foot traffic into their stores, the coronavirus put a financial hurting on the entire industry. The good news, though, is this short-term pain is now in the rearview mirror.</p>\n<p>What should drive Walgreens' valuation higher is the multipoint turnaround plan that was put into motion more than a year ago. As you might expect, management is working on improving overall operating efficiency, which means cutting costs where it makes sense to do so. By the end of fiscal 2022, Walgreens Boots Alliance should be recognizing annual cost-savings of more than $2 billion.</p>\n<p>However, the company has been spending aggressively in other areas. In particular, there's a big focus on digitization. The pandemic was a stern reminder that direct-to-consumer sales need to be a focus, even for an industry that's long relied on its brick-and-mortar locations to drive results. Despite accounting for only a small percentage of total sales, online revenue can be a consistent double-digit growth opportunity moving forward.</p>\n<p>Also, don't overlook the July 2020 announcement that Walgreens is partnering with VillageMD to open up to 700 full-service clinics co-located in Walgreens' stores in over 30 U.S. markets. The key differentiator here is \"full-service\" clinics. With physician-staffed clinics, the expectation is this move will draw in repeat business and kick-start growth opportunities for Walgreens' higher-margin pharmacy.</p>\n<p>With a forward price-to-earnings ratio of about 9 and a 4.1% yield, Walgreens Boots Alliance is the value stock you don't want to pass up in Q4.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645875%2Faapl-ny-team-members-iphone-11.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Apple.</span></p>\n<h2>Avoid this Dow stock: Apple</h2>\n<p>On the other hand, one widely owned Dow stock that might be best avoided in the fourth quarter is innovation kingpin <b>Apple</b> (NASDAQ:AAPL). Keep in mind that when I say \"avoid,\" I'm not suggesting folks sell their existing shares in the company. Rather, I foresee Apple encountering a handful of short-term headwinds that could temporarily weigh on its valuation.</p>\n<p>As many of you know, Apple does a lot of things right. It's no fluke that it's the most-valuable publicly traded company. Apple has exceptionally strong global brand recognition, and its iPhone is the most-popular smartphone purchased in the United States. If you need further evidence of Apple's lure, just take a gander at the lines wrapping around Apple's stores anytime a new product makes its debut.</p>\n<p>However, the world's most-valuable company is also up against some extremely difficult year-over-year comps for its top-selling product, the iPhone. Last year, Apple introduced its first 5G-capable smartphone, and the device flew off store shelves quicker than Wall Street could blink. The company generated record sales from its flagship product amid consumers' desire to upgrade their devices to take advantage of faster download speeds.</p>\n<p>The recently unveiled iPhone 13 only offered modest changes from its predecessor. While there are new colors to choose from, along with a faster processing chip and a higher-quality camera, the leap from iPhone 12 to iPhone 13 isn't nearly as groundbreaking as what we saw last year. Apple is probably going to have a very hard time meeting or surpassing last year's iPhone sales figures.</p>\n<p>The other issue is the growing likelihood that Democrats on Capitol Hill will pass a large infrastructure bill that'll increase peak marginal corporate income tax rates. Currently peaking at 21%, the corporate income tax rate is expected to land anywhere between 25% and 28% to pay for the ambitious infrastructure bill. Normally, a modestly higher corporate tax rate could be swept under the rug. But with Apple's earnings per share expected to be virtually stagnant in fiscal 2022, any tax reform could send its bottom line into reverse. Since Apple isn't particularly inexpensive, a lack of earnings growth could weigh on its valuation.</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 Dow Stocks to Buy Hand Over Fist and 1 to Avoid in the Fourth Quarter</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 Dow Stocks to Buy Hand Over Fist and 1 to Avoid in the Fourth Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 19:43 GMT+8 <a href=https://www.fool.com/investing/2021/10/11/2-dow-stocks-to-buy-and-1-to-avoid-fourth-quarter/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than 125 years, the Dow Jones Industrial Average (DJINDICES:^DJI) has been a barometer of the stock market's health.\nThough it began as a 12-company index back in May 1896, it's now comprised...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/11/2-dow-stocks-to-buy-and-1-to-avoid-fourth-quarter/\">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","CRM":"赛富时","WBA":"沃尔格林联合博姿"},"source_url":"https://www.fool.com/investing/2021/10/11/2-dow-stocks-to-buy-and-1-to-avoid-fourth-quarter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174909058","content_text":"For more than 125 years, the Dow Jones Industrial Average (DJINDICES:^DJI) has been a barometer of the stock market's health.\nThough it began as a 12-company index back in May 1896, it's now comprised of 30 highly profitable, multinational companies from a broad spectrum of sectors and industries. While the Dow Jones is itself a flawed index -- it's share price-weighted, rather than market cap-weighted -- it nevertheless continues to motor higher over time, and therefore draws plenty of attention from Wall Street and investors.\nAmong its 30 components are two Dow stocks investors can buy hand over fist in the fourth quarter, along with one widely held company that might be best off avoided to end the year.\nImage source: Getty Images.\nBuy this Dow stock: Salesforce\nIf there's one Dow stock I'd strongly encourage investors to dig into in the fourth quarter, and well beyond for that matter, it's cloud-based customer relationship management (CRM) software solutions provider Salesforce.com (NYSE:CRM).\nWithout getting overly technical, CRM software is used by consumer-facing businesses to enhance existing customer relationships and boost sales. Beyond just logging and accessing customer data in real-time, it can be used to oversee online marketing campaigns and run predictive analyses to determine which customers might be the likeliest to purchase new products or services. While the service industry has long been the most-logical purveyor of CRM solutions, we're witnessing nontraditional sectors and industries adopting it.\nCloud-based CRM software sales are expected to grow by an annualized double-digit percentage through at least mid-decade, and Salesforce finds itself at the top of the mountain in this high-growth trend. When the curtain closed on 2020, Salesforce was responsible for 19.5% of all global CRM spending, according to IDC. By comparison, the No.'s 2 through 5 in worldwide share didn't even add up to Salesforce's share of the landscape. While anything is possible in the tech space, this market share lead looks practically insurmountable for the foreseeable future.\nCEO Marc Benioff also deserves heaps of praise for successfully executing a number of earnings-accretive acquisitions. The buyouts of MuleSoft, Tableau, and Slack Technologies have all expanded the Salesforce ecosystem and broadened its appeal to the small-and-medium-sized businesses that make it tick.\nBetween organic growth potential and a steady diet of acquisitions, Benioff is forecasting $50 billion in full-year sales by fiscal 2026. That'd be up from a reported $21.3 billion in fiscal 2021. Mega-cap stocks rarely grow at such speed, which is why Salesforce is such an intriguing buy for the fourth quarter.\nImage source: Getty Images.\nBuy this Dow stock: Walgreens Boots Alliance\nA second Dow stock to buy hand over fist in the fourth quarter is pharmacy chain Walgreens Boots Alliance (NASDAQ:WBA).\nGenerally, healthcare stocks are impervious to economic hiccups. Since we don't get to choose when we get sick or what ailment(s) we develop, there's a relatively constant demand for drugs, devices, and healthcare services in any economic environment. Pharmacy chains like Walgreens proved the exception to this rule during the pandemic. Since pharmacies are reliant on foot traffic into their stores, the coronavirus put a financial hurting on the entire industry. The good news, though, is this short-term pain is now in the rearview mirror.\nWhat should drive Walgreens' valuation higher is the multipoint turnaround plan that was put into motion more than a year ago. As you might expect, management is working on improving overall operating efficiency, which means cutting costs where it makes sense to do so. By the end of fiscal 2022, Walgreens Boots Alliance should be recognizing annual cost-savings of more than $2 billion.\nHowever, the company has been spending aggressively in other areas. In particular, there's a big focus on digitization. The pandemic was a stern reminder that direct-to-consumer sales need to be a focus, even for an industry that's long relied on its brick-and-mortar locations to drive results. Despite accounting for only a small percentage of total sales, online revenue can be a consistent double-digit growth opportunity moving forward.\nAlso, don't overlook the July 2020 announcement that Walgreens is partnering with VillageMD to open up to 700 full-service clinics co-located in Walgreens' stores in over 30 U.S. markets. The key differentiator here is \"full-service\" clinics. With physician-staffed clinics, the expectation is this move will draw in repeat business and kick-start growth opportunities for Walgreens' higher-margin pharmacy.\nWith a forward price-to-earnings ratio of about 9 and a 4.1% yield, Walgreens Boots Alliance is the value stock you don't want to pass up in Q4.\nImage source: Apple.\nAvoid this Dow stock: Apple\nOn the other hand, one widely owned Dow stock that might be best avoided in the fourth quarter is innovation kingpin Apple (NASDAQ:AAPL). Keep in mind that when I say \"avoid,\" I'm not suggesting folks sell their existing shares in the company. Rather, I foresee Apple encountering a handful of short-term headwinds that could temporarily weigh on its valuation.\nAs many of you know, Apple does a lot of things right. It's no fluke that it's the most-valuable publicly traded company. Apple has exceptionally strong global brand recognition, and its iPhone is the most-popular smartphone purchased in the United States. If you need further evidence of Apple's lure, just take a gander at the lines wrapping around Apple's stores anytime a new product makes its debut.\nHowever, the world's most-valuable company is also up against some extremely difficult year-over-year comps for its top-selling product, the iPhone. Last year, Apple introduced its first 5G-capable smartphone, and the device flew off store shelves quicker than Wall Street could blink. The company generated record sales from its flagship product amid consumers' desire to upgrade their devices to take advantage of faster download speeds.\nThe recently unveiled iPhone 13 only offered modest changes from its predecessor. While there are new colors to choose from, along with a faster processing chip and a higher-quality camera, the leap from iPhone 12 to iPhone 13 isn't nearly as groundbreaking as what we saw last year. Apple is probably going to have a very hard time meeting or surpassing last year's iPhone sales figures.\nThe other issue is the growing likelihood that Democrats on Capitol Hill will pass a large infrastructure bill that'll increase peak marginal corporate income tax rates. Currently peaking at 21%, the corporate income tax rate is expected to land anywhere between 25% and 28% to pay for the ambitious infrastructure bill. Normally, a modestly higher corporate tax rate could be swept under the rug. But with Apple's earnings per share expected to be virtually stagnant in fiscal 2022, any tax reform could send its bottom line into reverse. Since Apple isn't particularly inexpensive, a lack of earnings growth could weigh on its valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826954849,"gmtCreate":1633967806945,"gmtModify":1633967807031,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826954849","repostId":"2174120900","repostType":4,"repost":{"id":"2174120900","pubTimestamp":1633966203,"share":"https://www.laohu8.com/m/news/2174120900?lang=&edition=full","pubTime":"2021-10-11 23:30","market":"us","language":"en","title":"3 Top Growth Stocks I'd Buy Right Now Without Hesitation","url":"https://stock-news.laohu8.com/highlight/detail?id=2174120900","media":"Motley Fool","summary":"Not every stock is capable of shrugging off a sweeping headwind that works against the broad market, but a few growth names are.","content":"<p>The stock market may look like it's coming out of its September slump and starting its usual year-end bullishness. But many veteran investors seem to sense we're still overdue for a more serious correction. If we get one, it could easily drag all stocks lower. Most of the market's high-flying growth names appear particularly vulnerable.</p>\n<p>There is a handful of growth stocks, however, with stories so scintillating that they're capable of transcending market-wide weakness. Here's a rundown of three of my favorite growth stocks from this rare grouping of prospects.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645923%2Fsquare-retail-pos-counter.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"520\" referrerpolicy=\"no-referrer\"><span>Image source: Square.</span></p>\n<h2>1. Square</h2>\n<p><b>Square</b> (NYSE:SQ) isn't a name that needs much of an introduction. The company's roots are in turning smartphones into credit card readers for small proprietors typically ignored by payment middlemen. But it's evolved into so much more. Point-of-sale devices, customer relationship management tools, and even banking services are just some of the offerings now in Square's wheelhouse, and a key part of the reason revenue is expected to double this fiscal year compared to last year's top line. Earnings are projected to grow even more.</p>\n<p>That growth pace should cool beginning next year. But don't read too much into the slowdown. It's not a sign that the company's expansion is peaking. As Jefferies analyst Trevor Williams recently explained in regard to his new buy rating on Square, \"As the pace of disruptions within payments and the broader FinTech ecosystem increases, we believe that companies with a track record in product development and innovation ... offer the best protection against any obsolescence and are likely to outperform in the long run.\" That's Square to be sure.</p>\n<p>It's still going too. The latest of its lengthening list of product developments and innovations is the impending acquisition and eventual integration of buy-now-pay-later service Afterpay. This latest craze in consumer borrowing outside of conventional credit cards facilitated nearly $100 billion worth of commerce last year, according to forecasts from Allied Market Research. That figure is expected to reach nearly $4 trillion by 2030.</p>\n<p>And that's just one opportunity Square is addressing. Cryptocurrency is another. Small business loans are still another. There's just a lot of potential here.</p>\n<h2>2. United Microelectronics</h2>\n<p>While the bulk of the semiconductor shortage rhetoric to date has focused on its challenges and victims, it's not been all bad. Manufacturing foundries are as busy as they've ever been, trying to keep up with demand and doing so at robust prices.</p>\n<p><b>United Microelectronics</b> (NYSE:UMC) is one of these semiconductor manufacturers. The Taiwanese company makes chips for names like <b>Qualcomm</b>, <b>Texas Instruments,</b> and<b> Intel</b>, just to name a few, each of which has been impacted by the supply crunch. It's the key reason this year's top line is projected to swell nearly 22%, driving even more profit growth.</p>\n<p>There's a curious timing element to this trade, however. Although all the chip-manufacturing capacity being added right now could lead to a price-gouging glut in 2023, this year's industry-wide regrouping effort is going to gain the bulk of its traction next year before all those new foundries are ready to start cranking out semiconductors. Analysts are calling for revenue growth of 42% for fiscal 2022, which should, in turn, pump up per-share profits from $0.69 to $0.85. That's impressive, but even more impressive is the fact that this stock is currently only priced at 13 times next year's expected profits.</p>\n<h2>3. SolarEdge Technologies</h2>\n<p>Finally, add <b>SolarEdge Technologies</b> (NASDAQ:SEDG) to your list of growth stocks you can feel good about stepping into right now, regardless of the backdrop.</p>\n<p>Yes, solar panel subsidies are under attack here and abroad. It superficially bodes poorly for the industry and its top players like Israel's SolarEdge Technologies. But don't read too much into the rhetoric.</p>\n<p>See, solar subsidy standoffs are nothing new, but more than that, the solar power industry is having something of a moment. The International Energy Agency's 2020 World Energy Outlook points out that thanks to continued cost reductions, solar power was last year's cheapest form of electricity on a global basis. Grid parity -- the cost of solar power versus the cost of electricity generated by fossil fuels -- is within sight in the United States as well as in China, where it matters most, and that parity will have more to do with smarter grid management than more efficient photovoltaic cells.</p>\n<p>Now that it makes as much financial sense to switch to solar power as it does to stick with non-renewable power options, solar adoption is set to soar. The U.S. Energy Information Administration forecasts that the country's consumption of solar power in 2022 will be up 25% from this year's levels, which are expected to be 26% better than 2020's total. Worldwide, S&P Global Platts Analytics estimates that solar power production capacity is set to grow at an average pace of 12% per year through 2026.</p>\n<p>You don't really have to read between the lines here. SolarEdge's projected revenue growth of 35% this year and 30% next year are plenty plausible and shouldn't be derailed by any economic turbulence.</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>3 Top Growth Stocks I'd Buy Right Now Without Hesitation</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 Top Growth Stocks I'd Buy Right Now Without Hesitation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 23:30 GMT+8 <a href=https://www.fool.com/investing/2021/10/11/3-top-growth-stocks-id-buy-right-now-without-any-h/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market may look like it's coming out of its September slump and starting its usual year-end bullishness. But many veteran investors seem to sense we're still overdue for a more serious ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/11/3-top-growth-stocks-id-buy-right-now-without-any-h/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","SEDG":"SolarEdge Technologies, Inc.","SQ":"Block"},"source_url":"https://www.fool.com/investing/2021/10/11/3-top-growth-stocks-id-buy-right-now-without-any-h/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174120900","content_text":"The stock market may look like it's coming out of its September slump and starting its usual year-end bullishness. But many veteran investors seem to sense we're still overdue for a more serious correction. If we get one, it could easily drag all stocks lower. Most of the market's high-flying growth names appear particularly vulnerable.\nThere is a handful of growth stocks, however, with stories so scintillating that they're capable of transcending market-wide weakness. Here's a rundown of three of my favorite growth stocks from this rare grouping of prospects.\nImage source: Square.\n1. Square\nSquare (NYSE:SQ) isn't a name that needs much of an introduction. The company's roots are in turning smartphones into credit card readers for small proprietors typically ignored by payment middlemen. But it's evolved into so much more. Point-of-sale devices, customer relationship management tools, and even banking services are just some of the offerings now in Square's wheelhouse, and a key part of the reason revenue is expected to double this fiscal year compared to last year's top line. Earnings are projected to grow even more.\nThat growth pace should cool beginning next year. But don't read too much into the slowdown. It's not a sign that the company's expansion is peaking. As Jefferies analyst Trevor Williams recently explained in regard to his new buy rating on Square, \"As the pace of disruptions within payments and the broader FinTech ecosystem increases, we believe that companies with a track record in product development and innovation ... offer the best protection against any obsolescence and are likely to outperform in the long run.\" That's Square to be sure.\nIt's still going too. The latest of its lengthening list of product developments and innovations is the impending acquisition and eventual integration of buy-now-pay-later service Afterpay. This latest craze in consumer borrowing outside of conventional credit cards facilitated nearly $100 billion worth of commerce last year, according to forecasts from Allied Market Research. That figure is expected to reach nearly $4 trillion by 2030.\nAnd that's just one opportunity Square is addressing. Cryptocurrency is another. Small business loans are still another. There's just a lot of potential here.\n2. United Microelectronics\nWhile the bulk of the semiconductor shortage rhetoric to date has focused on its challenges and victims, it's not been all bad. Manufacturing foundries are as busy as they've ever been, trying to keep up with demand and doing so at robust prices.\nUnited Microelectronics (NYSE:UMC) is one of these semiconductor manufacturers. The Taiwanese company makes chips for names like Qualcomm, Texas Instruments, and Intel, just to name a few, each of which has been impacted by the supply crunch. It's the key reason this year's top line is projected to swell nearly 22%, driving even more profit growth.\nThere's a curious timing element to this trade, however. Although all the chip-manufacturing capacity being added right now could lead to a price-gouging glut in 2023, this year's industry-wide regrouping effort is going to gain the bulk of its traction next year before all those new foundries are ready to start cranking out semiconductors. Analysts are calling for revenue growth of 42% for fiscal 2022, which should, in turn, pump up per-share profits from $0.69 to $0.85. That's impressive, but even more impressive is the fact that this stock is currently only priced at 13 times next year's expected profits.\n3. SolarEdge Technologies\nFinally, add SolarEdge Technologies (NASDAQ:SEDG) to your list of growth stocks you can feel good about stepping into right now, regardless of the backdrop.\nYes, solar panel subsidies are under attack here and abroad. It superficially bodes poorly for the industry and its top players like Israel's SolarEdge Technologies. But don't read too much into the rhetoric.\nSee, solar subsidy standoffs are nothing new, but more than that, the solar power industry is having something of a moment. The International Energy Agency's 2020 World Energy Outlook points out that thanks to continued cost reductions, solar power was last year's cheapest form of electricity on a global basis. Grid parity -- the cost of solar power versus the cost of electricity generated by fossil fuels -- is within sight in the United States as well as in China, where it matters most, and that parity will have more to do with smarter grid management than more efficient photovoltaic cells.\nNow that it makes as much financial sense to switch to solar power as it does to stick with non-renewable power options, solar adoption is set to soar. The U.S. Energy Information Administration forecasts that the country's consumption of solar power in 2022 will be up 25% from this year's levels, which are expected to be 26% better than 2020's total. Worldwide, S&P Global Platts Analytics estimates that solar power production capacity is set to grow at an average pace of 12% per year through 2026.\nYou don't really have to read between the lines here. SolarEdge's projected revenue growth of 35% this year and 30% next year are plenty plausible and shouldn't be derailed by any economic turbulence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828896396,"gmtCreate":1633879402486,"gmtModify":1633879402621,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828896396","repostId":"1188154394","repostType":4,"repost":{"id":"1188154394","pubTimestamp":1633750102,"share":"https://www.laohu8.com/m/news/1188154394?lang=&edition=full","pubTime":"2021-10-09 11:28","market":"us","language":"en","title":"S&P 500 Q3 2021 Preview: All Eyes On Earnings Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1188154394","media":"seekingalpha","summary":"Summary\n\nAs we enter 21Q3 earnings season, market participants and analysts are noting the blisterin","content":"<p>Summary</p>\n<ul>\n <li>As we enter 21Q3 earnings season, market participants and analysts are noting the blistering pace of earnings growth and the record percentage of companies beating analyst expectations.</li>\n <li>The key question is, can this momentum be maintained?</li>\n <li>To this point, 21Q3 earnings growth expectations have remained flat over the last two months having changed from 29.7% on July 30th to 29.4% on Oct. 1, a 0.3 ppts decline.</li>\n</ul>\n<p>As we enter 21Q3 earnings season, market participants and analysts are noting the blistering pace of earnings growth and the record percentage of companies beating analyst expectations. The key question is, can this momentum be maintained?</p>\n<p>The current 21Q3 earnings growth rate of 29.4% will certainly mark the beginning of a transition to more reasonable year-over-year (YoY) growth rates off the back of a historical 21Q1 and 21Q2 earnings season where YoY earnings growth was 52.8% and 96.3% respectively. This is shown in Exhibit 1.</p>\n<p><b>Exhibit 1: S&P 500 YoY Growth Rates</b></p>\n<p><img src=\"https://static.tigerbbs.com/50b40fb52d5da521d7a8b1187d6687d5\" tg-width=\"1031\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p>\n<p>Of the 17 companies that have reported thus far, 82.4% have beat analyst expectations, which is below the prior four quarter average of 84.7% but still well above the long-term average of 65.8%. More interesting is that the magnitude of the beat as defined by the earnings surprise factor is only 5.2%, which is well below the prior-four quarter average of 18.3% and more in line with the long-term average surprise factor of 4.0%.</p>\n<p>While it is still early into the reporting period, if the surprise factor remains around this level, we may likely see a muted improvement in earnings growth as the quarter progresses. This will be in sharp contrast to 21Q2 and 21Q3 where earnings growth dramatically improved throughout the quarter by 28.5 and 30.8 percentage points (ppts) respectively.</p>\n<p>To this point, 21Q3 earnings growth expectations have remained flat over the last two months having changed from 29.7% on July 30thto 29.4% on Oct. 1, a 0.3 ppts decline as shown in Exhibit 2. In a typical quarter, YoY growth expectations decline by an average of 3.3 percentage points (ppts) from the start of the quarter to the start of earnings season.</p>\n<p>This is a sharp contrast from 20Q3-21Q2, where earnings growth improved heading into earnings season as analyst estimates had been overly pessimistic during the height of the pandemic.</p>\n<p>Perhaps the change in behavior this quarter can be attributed to heightened reservation amongst analysts in excessively raising estimates, given the current headwinds of the delta variant, supply chain bottlenecks and rising inflation.</p>\n<p><b>Exhibit 2:S&P 500 Growth Rate Change Heading into Earnings Season</b></p>\n<p><img src=\"https://static.tigerbbs.com/08d3e6b4a0c4c588e2991746383127c3\" tg-width=\"1372\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p>\n<p><b>High expectations for energy</b></p>\n<p>Energy has seen the largest improvement in earnings growth rate since July 30, improving 38.5 ppts followed by Materials (8.1 ppts), and Information Technology (1.8 ppts).</p>\n<p>Exhibit 3 highlights the 21Q3 earnings and revenue growth rates at an index and sector level. The Energy growth rate is currently 1,391.9%, which is the highest growth rate out of the 11 sectors and is expected to be the largest YoY growth rate for the sector since Refinitiv has tracked this data.</p>\n<p><b>Exhibit 3: S&P 500 21Q3 Growth Rates</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a525dbb50a9f85aee2940d95303a292\" tg-width=\"1312\" tg-height=\"279\" referrerpolicy=\"no-referrer\"><span>Source: S&P 500 Earnings Scorecard (Oct 1)</span></p>\n<p>While the large growth rate in large part is due to a collapse in oil prices last year, the sector is still expected to deliver this quarter or we can expect a sharp reaction. From an earnings contribution perspective, the sector is currently forecasted to contribute 6.62 ppts towards the index growth rate of 29.4%, the largest of any sector.</p>\n<p>This is followed by Information Technology (6.38 ppts) and Industrials (4.15 ppts). These three sectors alone are expected to contribute 17.2 ppt to the 29.4% 21Q3 earnings growth rate, which is over half of the expected contribution towards the overall index growth rate.</p>\n<p>The Energy sector will be in the limelight for the next few quarters as well, as 21Q4 YoY earnings growth is currently forecasted at a remarkable 4,933.1% and 22Q1 YoY growth of 105.6% which again will both rank the sector with the highest growth rates. This period will be reminiscent of 2017-2018 where the Energy sector consistently had the highest YoY earnings growth rate of all sectors.</p>\n<p><b>Earnings watch in 21Q3</b></p>\n<p>There are a handful of constituents that will be largely responsible for delivering 21Q3 earnings growth. Exhibit 4 highlights the top 20 constituents that have the largest earnings contribution (PPT) along with the expected report date, mean estimate,SmartEstimate, and Predicted Surprise (PS).</p>\n<p>This basket of constituents is currently expected to contribute 16.1 ppt towards the current forecasted 21Q3 index level earnings growth rate of 29.4%, which is just under 55%.</p>\n<p><b>Exhibit 4: 21Q3 Earnings Watch</b></p>\n<p><img src=\"https://static.tigerbbs.com/b89455116c10719752665c78c2b001ed\" tg-width=\"1801\" tg-height=\"764\" referrerpolicy=\"no-referrer\"></p>\n<p>Most constituents in this basket come from Energy, Financials, Industrials, and Materials. Apple Inc. (AAPL), Exxon Mobil (XOM) and Chevron (CVX) round up the top three largest PPT contributors.</p>\n<p>Paying attention to the PS will be important, as this will help predict any significant earnings surprise which will ultimately affect the trajectory of the index level growth rate.</p>\n<p>The PS compares the StarMine SmartEstimate to the consensus mean. By overweighting analysts who are more accurate and timelier, the SmartEstimate provides a refined view into consensus. Comparing the SmartEstimate to the mean estimate leads to our PS, which accurately predicts the direction of earnings surprise 70% of the time when the PS is greater or less than 2% / -2%.</p>\n<p>Within this basket, 10 constituents are expected to post a positive earnings surprise while four constituents are expected to post a negative earnings surprise. American Airlines Group (AAL), Delta Air Lines (DAL), United Airlines Holding Inc. (UAL), and Caesars Entertainment (CZR) all have a negative PS which will be worth paying attention to as any better-than-expected numbers will provide a material boost to the 21Q3 index growth rate.</p>\n<p><b>A look at 2021 and 2022</b></p>\n<p>Using the EARN app in EIKON, we can see how 2021 and 2022 EPS estimates for sectors and the S&P 500 overall have trended. In Exhibit 5, we show YoY growth rates for EPS for sectors and the S&P 500 overall, as of one day ago, and then at 6/30/2021, 3/31/2021 and 12/31/2020.</p>\n<p>Not surprisingly, given the strong YTD results, 2021E EPS for most sectors and the S&P 500 overall have moved higher in each time period. The one exception is the industrials sector, which actually saw YoY growth estimates fall to a still-robust 90.3% in the most recent period from 110.5% at 6/30/2021, possibly due to the impact of rising commodity costs and supply chain disruptions. Overall, we see that earnings for the S&P 500 are now expected to be up 44.7% YoY compared to the 24.4% growth rate expected at the end of last year.</p>\n<p><b>Exhibit 5: EARN App Data for YoY EPS Growth</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eebbb4657cb57f7678446b7320b7b9d\" tg-width=\"1723\" tg-height=\"761\" referrerpolicy=\"no-referrer\"><span>Source: Refinitiv Eikon Workspace</span></p>\n<p>Interestingly, we see the opposite impact on 2022 YoY growth rates, with the expected growth rate falling to 9.2% from 16.0% at the end of 2021Q1 as per Exhibit 6.</p>\n<p><b>Exhibit 6: EARN App Data for YoY EPS Growth</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f89e4a3c94d175a319e268f74e5d735\" tg-width=\"1859\" tg-height=\"636\" referrerpolicy=\"no-referrer\"><span>Source: Refinitiv Eikon Workspace</span></p>\n<p>While this would seem to imply that estimated earnings growth is expected to decline for the S&P 500 in 2022, this is not actually the case. The bottom-up EPS calculation from our This Week In Earnings report shows that as of 10/1/2021, 2022 bottom-up EPS is expected to be $219.94/share which is up 12.7% from $195.14/share at the start of the year, but below the 20.0% growth in 2021 estimate over this same time period. The decline in earnings growth is a factor of the denominator (i.e., 2021 EPS) growing faster – as we show below in Exhibit 7.</p>\n<p><b>Exhibit 7: S&P 500 Bottom-up EPS Estimates</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9341d9d46dbb1c4a72f84605e3feb7e\" tg-width=\"723\" tg-height=\"162\" referrerpolicy=\"no-referrer\"><span>Source: I/B/E/S data from Refinitiv</span></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>S&P 500 Q3 2021 Preview: All Eyes On Earnings Momentum</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\">\nS&P 500 Q3 2021 Preview: All Eyes On Earnings Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-09 11:28 GMT+8 <a href=https://seekingalpha.com/article/4459019-s-and-p-500-q3-2021-preview-all-eyes-earnings-momentum><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAs we enter 21Q3 earnings season, market participants and analysts are noting the blistering pace of earnings growth and the record percentage of companies beating analyst expectations.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/article/4459019-s-and-p-500-q3-2021-preview-all-eyes-earnings-momentum\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4459019-s-and-p-500-q3-2021-preview-all-eyes-earnings-momentum","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188154394","content_text":"Summary\n\nAs we enter 21Q3 earnings season, market participants and analysts are noting the blistering pace of earnings growth and the record percentage of companies beating analyst expectations.\nThe key question is, can this momentum be maintained?\nTo this point, 21Q3 earnings growth expectations have remained flat over the last two months having changed from 29.7% on July 30th to 29.4% on Oct. 1, a 0.3 ppts decline.\n\nAs we enter 21Q3 earnings season, market participants and analysts are noting the blistering pace of earnings growth and the record percentage of companies beating analyst expectations. The key question is, can this momentum be maintained?\nThe current 21Q3 earnings growth rate of 29.4% will certainly mark the beginning of a transition to more reasonable year-over-year (YoY) growth rates off the back of a historical 21Q1 and 21Q2 earnings season where YoY earnings growth was 52.8% and 96.3% respectively. This is shown in Exhibit 1.\nExhibit 1: S&P 500 YoY Growth Rates\n\nOf the 17 companies that have reported thus far, 82.4% have beat analyst expectations, which is below the prior four quarter average of 84.7% but still well above the long-term average of 65.8%. More interesting is that the magnitude of the beat as defined by the earnings surprise factor is only 5.2%, which is well below the prior-four quarter average of 18.3% and more in line with the long-term average surprise factor of 4.0%.\nWhile it is still early into the reporting period, if the surprise factor remains around this level, we may likely see a muted improvement in earnings growth as the quarter progresses. This will be in sharp contrast to 21Q2 and 21Q3 where earnings growth dramatically improved throughout the quarter by 28.5 and 30.8 percentage points (ppts) respectively.\nTo this point, 21Q3 earnings growth expectations have remained flat over the last two months having changed from 29.7% on July 30thto 29.4% on Oct. 1, a 0.3 ppts decline as shown in Exhibit 2. In a typical quarter, YoY growth expectations decline by an average of 3.3 percentage points (ppts) from the start of the quarter to the start of earnings season.\nThis is a sharp contrast from 20Q3-21Q2, where earnings growth improved heading into earnings season as analyst estimates had been overly pessimistic during the height of the pandemic.\nPerhaps the change in behavior this quarter can be attributed to heightened reservation amongst analysts in excessively raising estimates, given the current headwinds of the delta variant, supply chain bottlenecks and rising inflation.\nExhibit 2:S&P 500 Growth Rate Change Heading into Earnings Season\n\nHigh expectations for energy\nEnergy has seen the largest improvement in earnings growth rate since July 30, improving 38.5 ppts followed by Materials (8.1 ppts), and Information Technology (1.8 ppts).\nExhibit 3 highlights the 21Q3 earnings and revenue growth rates at an index and sector level. The Energy growth rate is currently 1,391.9%, which is the highest growth rate out of the 11 sectors and is expected to be the largest YoY growth rate for the sector since Refinitiv has tracked this data.\nExhibit 3: S&P 500 21Q3 Growth Rates\nSource: S&P 500 Earnings Scorecard (Oct 1)\nWhile the large growth rate in large part is due to a collapse in oil prices last year, the sector is still expected to deliver this quarter or we can expect a sharp reaction. From an earnings contribution perspective, the sector is currently forecasted to contribute 6.62 ppts towards the index growth rate of 29.4%, the largest of any sector.\nThis is followed by Information Technology (6.38 ppts) and Industrials (4.15 ppts). These three sectors alone are expected to contribute 17.2 ppt to the 29.4% 21Q3 earnings growth rate, which is over half of the expected contribution towards the overall index growth rate.\nThe Energy sector will be in the limelight for the next few quarters as well, as 21Q4 YoY earnings growth is currently forecasted at a remarkable 4,933.1% and 22Q1 YoY growth of 105.6% which again will both rank the sector with the highest growth rates. This period will be reminiscent of 2017-2018 where the Energy sector consistently had the highest YoY earnings growth rate of all sectors.\nEarnings watch in 21Q3\nThere are a handful of constituents that will be largely responsible for delivering 21Q3 earnings growth. Exhibit 4 highlights the top 20 constituents that have the largest earnings contribution (PPT) along with the expected report date, mean estimate,SmartEstimate, and Predicted Surprise (PS).\nThis basket of constituents is currently expected to contribute 16.1 ppt towards the current forecasted 21Q3 index level earnings growth rate of 29.4%, which is just under 55%.\nExhibit 4: 21Q3 Earnings Watch\n\nMost constituents in this basket come from Energy, Financials, Industrials, and Materials. Apple Inc. (AAPL), Exxon Mobil (XOM) and Chevron (CVX) round up the top three largest PPT contributors.\nPaying attention to the PS will be important, as this will help predict any significant earnings surprise which will ultimately affect the trajectory of the index level growth rate.\nThe PS compares the StarMine SmartEstimate to the consensus mean. By overweighting analysts who are more accurate and timelier, the SmartEstimate provides a refined view into consensus. Comparing the SmartEstimate to the mean estimate leads to our PS, which accurately predicts the direction of earnings surprise 70% of the time when the PS is greater or less than 2% / -2%.\nWithin this basket, 10 constituents are expected to post a positive earnings surprise while four constituents are expected to post a negative earnings surprise. American Airlines Group (AAL), Delta Air Lines (DAL), United Airlines Holding Inc. (UAL), and Caesars Entertainment (CZR) all have a negative PS which will be worth paying attention to as any better-than-expected numbers will provide a material boost to the 21Q3 index growth rate.\nA look at 2021 and 2022\nUsing the EARN app in EIKON, we can see how 2021 and 2022 EPS estimates for sectors and the S&P 500 overall have trended. In Exhibit 5, we show YoY growth rates for EPS for sectors and the S&P 500 overall, as of one day ago, and then at 6/30/2021, 3/31/2021 and 12/31/2020.\nNot surprisingly, given the strong YTD results, 2021E EPS for most sectors and the S&P 500 overall have moved higher in each time period. The one exception is the industrials sector, which actually saw YoY growth estimates fall to a still-robust 90.3% in the most recent period from 110.5% at 6/30/2021, possibly due to the impact of rising commodity costs and supply chain disruptions. Overall, we see that earnings for the S&P 500 are now expected to be up 44.7% YoY compared to the 24.4% growth rate expected at the end of last year.\nExhibit 5: EARN App Data for YoY EPS Growth\nSource: Refinitiv Eikon Workspace\nInterestingly, we see the opposite impact on 2022 YoY growth rates, with the expected growth rate falling to 9.2% from 16.0% at the end of 2021Q1 as per Exhibit 6.\nExhibit 6: EARN App Data for YoY EPS Growth\nSource: Refinitiv Eikon Workspace\nWhile this would seem to imply that estimated earnings growth is expected to decline for the S&P 500 in 2022, this is not actually the case. The bottom-up EPS calculation from our This Week In Earnings report shows that as of 10/1/2021, 2022 bottom-up EPS is expected to be $219.94/share which is up 12.7% from $195.14/share at the start of the year, but below the 20.0% growth in 2021 estimate over this same time period. The decline in earnings growth is a factor of the denominator (i.e., 2021 EPS) growing faster – as we show below in Exhibit 7.\nExhibit 7: S&P 500 Bottom-up EPS Estimates\nSource: I/B/E/S data from Refinitiv","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828898219,"gmtCreate":1633879339186,"gmtModify":1633879339284,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/828898219","repostId":"2174920514","repostType":4,"repost":{"id":"2174920514","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":1633764600,"share":"https://www.laohu8.com/m/news/2174920514?lang=&edition=full","pubTime":"2021-10-09 15:30","market":"us","language":"en","title":"Is the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2174920514","media":"Dow Jones","summary":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day","content":"<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</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>Is the stock market open on Columbus Day? Yes! But the bond market isn't--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; 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\">\nIs the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-09 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ICE":"洲际交易所",".SPX":"S&P 500 Index","NDAQ":"纳斯达克OMX交易所"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174920514","content_text":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.\nHere is the short answer: yes. But it isn't that simple.\nThe bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.\nColumbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.\nAs per usual, the Intercontinental Exchange$(ICE)$-owned New York Stock Exchange and the Nasdaq Inc. $(NDAQ)$ will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.\nMeanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).\nNow back to Columbus Day and the curious case of mixed up market closures.\nHere's perhaps why it is closed and equities trade on.\nBegun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.\nColumbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.\nSome regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.\nSo, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821720214,"gmtCreate":1633793510400,"gmtModify":1633793510491,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/821720214","repostId":"2174920514","repostType":4,"repost":{"id":"2174920514","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":1633764600,"share":"https://www.laohu8.com/m/news/2174920514?lang=&edition=full","pubTime":"2021-10-09 15:30","market":"us","language":"en","title":"Is the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2174920514","media":"Dow Jones","summary":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day","content":"<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</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>Is the stock market open on Columbus Day? Yes! But the bond market isn't--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; 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\">\nIs the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-09 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ICE":"洲际交易所",".SPX":"S&P 500 Index","NDAQ":"纳斯达克OMX交易所"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174920514","content_text":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.\nHere is the short answer: yes. But it isn't that simple.\nThe bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.\nColumbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.\nAs per usual, the Intercontinental Exchange$(ICE)$-owned New York Stock Exchange and the Nasdaq Inc. $(NDAQ)$ will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.\nMeanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).\nNow back to Columbus Day and the curious case of mixed up market closures.\nHere's perhaps why it is closed and equities trade on.\nBegun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.\nColumbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.\nSome regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.\nSo, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":802043050,"gmtCreate":1627701707070,"gmtModify":1633756958976,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/802043050","repostId":"2155743150","repostType":4,"repost":{"id":"2155743150","pubTimestamp":1627697640,"share":"https://www.laohu8.com/m/news/2155743150?lang=&edition=full","pubTime":"2021-07-31 10:14","market":"us","language":"en","title":"China's factory activity expands at a slower pace in July- official PMI","url":"https://stock-news.laohu8.com/highlight/detail?id=2155743150","media":"StreetInsider","summary":"BEIJING (Reuters) - China's factory activity expanded at a slower pace in July due to higher raw mat","content":"<p>BEIJING (Reuters) - China's factory activity expanded at a slower pace in July due to higher raw material costs, equipment maintenance and extreme weather, adding to concerns of a slowdown in the world's second-biggest economy.</p>\n<p>The official manufacturing Purchasing Manager's Index (PMI) eased to 50.4 in July from 50.9 in June, data from the National Bureau of Statistics (NBS) showed on Saturday, but remaining above the 50-point mark that separates growth from contraction.</p>\n<p>Analysts had expected it to slip to 50.8.</p>\n<p>China's economy has largely recovered from disruptions caused by the pandemic, but manufacturers are grappling with new challenges from higher raw material prices, surging logistics costs and global supply chain bottlenecks.</p>\n<p>The country is also racing to contain a fresh COVID-19 outbreak of the more infectious delta variant which surfaced in the eastern city of Nanjing. The zero-tolerance approach taken by the Chinese government could present significant downside risks to the economic recovery.</p>\n<p>(Reporting by Stella Qiu and Yew Lun Tian; editing by Richard Pullin)</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's factory activity expands at a slower pace in July- official PMI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's factory activity expands at a slower pace in July- official PMI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 10:14 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=18750482><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BEIJING (Reuters) - China's factory activity expanded at a slower pace in July due to higher raw material costs, equipment maintenance and extreme weather, adding to concerns of a slowdown in the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18750482\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18750482","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155743150","content_text":"BEIJING (Reuters) - China's factory activity expanded at a slower pace in July due to higher raw material costs, equipment maintenance and extreme weather, adding to concerns of a slowdown in the world's second-biggest economy.\nThe official manufacturing Purchasing Manager's Index (PMI) eased to 50.4 in July from 50.9 in June, data from the National Bureau of Statistics (NBS) showed on Saturday, but remaining above the 50-point mark that separates growth from contraction.\nAnalysts had expected it to slip to 50.8.\nChina's economy has largely recovered from disruptions caused by the pandemic, but manufacturers are grappling with new challenges from higher raw material prices, surging logistics costs and global supply chain bottlenecks.\nThe country is also racing to contain a fresh COVID-19 outbreak of the more infectious delta variant which surfaced in the eastern city of Nanjing. The zero-tolerance approach taken by the Chinese government could present significant downside risks to the economic recovery.\n(Reporting by Stella Qiu and Yew Lun Tian; editing by Richard Pullin)","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804180853,"gmtCreate":1627945456572,"gmtModify":1631890159726,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/804180853","repostId":"1121830825","repostType":4,"repost":{"id":"1121830825","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":1627918306,"share":"https://www.laohu8.com/m/news/1121830825?lang=&edition=full","pubTime":"2021-08-02 23:31","market":"sg","language":"en","title":"Singapore's Wilmar International targets $605 million Indian IPO for Adani Wilmar","url":"https://stock-news.laohu8.com/highlight/detail?id=1121830825","media":"Reuters","summary":"(Reuters) - Singaporean agribusiness Wilmar International said on Monday it was pursuing a listing o","content":"<p>(Reuters) - Singaporean agribusiness Wilmar International said on Monday it was pursuing a listing of its joint venture Adani Wilmar in India through an initial public offering worth up to 45,000 million Indian rupees ($605.19 million).</p>\n<p>Adani Wilmar, a 50-50 joint venture between the company and Indian conglomerate Adani Group, is expected to list on the BSE and the National Stock Exchange.</p>\n<p>Adani Wilmar sells kitchen commodities such as edible oil and wheat in India under a diverse range of brands.</p>\n<p>Wilmar International did not disclose an issue price for the listing, and said it was dependant on factors including the book building process under Indian regulations and receipt of applicable approvals.</p>\n<p>($1 = 74.3570 Indian rupees)</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>Singapore's Wilmar International targets $605 million Indian IPO for Adani Wilmar</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\">\nSingapore's Wilmar International targets $605 million Indian IPO for Adani Wilmar\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\">2021-08-02 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(Reuters) - Singaporean agribusiness Wilmar International said on Monday it was pursuing a listing of its joint venture Adani Wilmar in India through an initial public offering worth up to 45,000 million Indian rupees ($605.19 million).</p>\n<p>Adani Wilmar, a 50-50 joint venture between the company and Indian conglomerate Adani Group, is expected to list on the BSE and the National Stock Exchange.</p>\n<p>Adani Wilmar sells kitchen commodities such as edible oil and wheat in India under a diverse range of brands.</p>\n<p>Wilmar International did not disclose an issue price for the listing, and said it was dependant on factors including the book building process under Indian regulations and receipt of applicable approvals.</p>\n<p>($1 = 74.3570 Indian rupees)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F34.SI":"丰益国际"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121830825","content_text":"(Reuters) - Singaporean agribusiness Wilmar International said on Monday it was pursuing a listing of its joint venture Adani Wilmar in India through an initial public offering worth up to 45,000 million Indian rupees ($605.19 million).\nAdani Wilmar, a 50-50 joint venture between the company and Indian conglomerate Adani Group, is expected to list on the BSE and the National Stock Exchange.\nAdani Wilmar sells kitchen commodities such as edible oil and wheat in India under a diverse range of brands.\nWilmar International did not disclose an issue price for the listing, and said it was dependant on factors including the book building process under Indian regulations and receipt of applicable approvals.\n($1 = 74.3570 Indian rupees)","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178210059,"gmtCreate":1626823148971,"gmtModify":1633770773859,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178210059","repostId":"1109861258","repostType":4,"repost":{"id":"1109861258","pubTimestamp":1626793354,"share":"https://www.laohu8.com/m/news/1109861258?lang=&edition=full","pubTime":"2021-07-20 23:02","market":"us","language":"en","title":"Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1109861258","media":"zerohedge","summary":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in th","content":"<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.</p>\n<p><img src=\"https://static.tigerbbs.com/48f958db8d2903a76ff6541648b287fc\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">With the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.<b>There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.</b>More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.</p>\n<p><b>It would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.</b>Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,<b>it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value</b>. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.</p>\n<p>Headlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.<b>10-year breakevens are still at 225 bp and a distance away from the mid-June lows.</b>In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.<b>A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.</b></p>\n<p>There is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.<b>This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.</b>This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery</p>\n<p>We’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,<b>it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.</b>Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.</p>\n<p>If the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.</p>\n<p><img src=\"https://static.tigerbbs.com/add9a9864bc513a7f99d365620818f07\" tg-width=\"1223\" tg-height=\"687\" width=\"100%\" height=\"auto\">The decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.</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>Behind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation</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\">\nBehind The Plunge In Yields: This Is A Growth Story, Not A Rethink Of Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 23:02 GMT+8 <a href=https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower...</p>\n\n<a href=\"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/behind-plunge-yields-growth-story-not-rethink-inflation?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109861258","content_text":"In a notable turn of events, the overnight session saw an initial attempt at a modest reversal in the recent Treasury rally only to be met with further buying interest. The net result was a tick lower in 10-year yields that brought the benchmark to levels not seen since mid-February.\nWith the next technical target sill 5 bps away, we’ll be watching the interplay between risk assets and US rates as the delta-inspired repricing continues. We’re cognizant that the severity of the recent move has led to stretched momentum measures, implying incremental gains will be more difficult to achieve. This isn’t to suggest the floor for rates is evident at the moment, rather that it should be anticipated that the pace of the rally will slow.There has been plenty of chatter surrounding the possibility 10- year yields dip below 1.0%; an eventuality that would be a short-lived endeavor, but not one that’s off the table.More immediately however, will be gauging the extent to which rising case counts can carry yields even lower from here.\nIt would be an oversimplification to conclude this move is entirely a function of the economic risks posed by the reinstatement of covid-19 restrictions. In fact, we’ll argue the rally has been exaggerated by the Fed’s most recent efforts to be less dovish.Policymakers are in the pre-meeting radio period of radio silence; which eliminates the potential for any official commentary on the Fed’s take on the renewed pandemic risks. Moreover,it leaves investors operating under the assumption that 1) tapering is still on track, 2) rate hikes as early as next year could come to fruition, and 3) the Fed’s ‘will act if not transitory’ stance on inflation remains value. While these surely still hold true to some extent, the implied commitment may be waning given investors’ response to the recent covid developments.\nHeadlines this morning conclude ‘markets no longer worried about inflation’; a notion, which is ostensibly consistent with the price action in US rates, misses the mark.10-year breakevens are still at 225 bp and a distance away from the mid-June lows.In addition, rising supply-driven inflation that functions as a tax on consumption as opposed to a reflection of a healthy real economy creates downside risks for the recovery. When combined with concerns that H1 will represent the peak of the rebound, it follows intuitively that the market has moved on to trading the next stage in the cycle – i.e. recalibrating growth expectations in reflecting the new norm; one in which herd immunity will prove elusive and variant risks (delta and others) become an ongoing concern.A quick glance at real yields near -100 bp reinforces the read that this is a growth story, not a collective rethink of reflation.\nThere is yet another nuance of the price action that merits highlighting. Specifically, the move thus far has questionably been a flattening event as 10s and 30s outperform. The front end of the curve has benefited to a lesser extent as monetary policy expectations have remained in place.This morning however, we’re starting to see the 5-year sector lead the rally. In the event we’re seeing the transition from a longer-term growth story to further pricing out Fed tightening, this could ultimately serve to moderate the gains in 10s and 30s.This isn’t to suggest that less room for the FOMC to eventually normalize policy rates is a compelling reason to sell duration in the face of a resurgence of the pandemic. Instead, confidence that monetary policymakers won’t be so eager to respond to pockets of reflation given the renewed headwinds facing the global recovery\nWe’ll be tracking this particular evolution in the nature of the bullish repricing if, for no other reason,it will be instrumental in gauging what to anticipate in response to next week’s FOMC meeting and Powell’s press conference.Note that in light of the +8.1% consensus estimate for next week’s release of Q2 real GDP, there is little question that a strong rebound in H1 is priced in and investors have shifted toward trading the next stage in the recovery that contains far greater uncertainties.\nIf the move in real yields is any indication there is growing angst on the rebound; 10-year real rates reached their lowest level since early January and within striking distance of the cycle low at -112.4 bp.\nThe decline in reals is made all the more noteworthy given the proximity to Thursday’s $16 bn new issue 10-year TIPS auction. Current valuations demonstrate not only increasing worry on the spread of the delta variant domestically, but perhaps more consequentially, overseas. Whereas there was once a time when the US rates landscape was solely dictated by the domestic fundamentals, the globalization of the economy and markets now leave Treasury yields a function of the global backdrop. This helps account for the impressive round of bullishness and durability of the bid for USTs even as the data has generally continued to perform well. We’re reminded of the time tested adage that resistance hardly holds on the third attempt, and will monitor the -112 bp line in the sand in 10-year real yields over the balance of the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":825811880,"gmtCreate":1634216430687,"gmtModify":1634216430784,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825811880","repostId":"1193636194","repostType":4,"repost":{"id":"1193636194","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":1634214617,"share":"https://www.laohu8.com/m/news/1193636194?lang=&edition=full","pubTime":"2021-10-14 20:30","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1193636194","media":"Tiger Newspress","summary":"U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic d","content":"<p>U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic data.</p>\n<p>At 08:15 a.m. ET, Dow e-minis were up 275 points, or 0.61%, S&P 500 e-minis were up 37.75 points, or 0.87%, and Nasdaq 100 e-minis were up 146.25 points, or 0.99%.</p>\n<p><img src=\"https://static.tigerbbs.com/e348e41c619c7aa69d255cfbb971e007\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>JPMorgan Chase & Co, Wells Fargo Morgan Stanley and Citigroup have published their results before the opening bell.</p>\n<p>U.S. jobless claims total 293,000 vs. 318,000 estimate.Initial jobless claims fell below 300,000 for the first time since the early days of the Covid-19 pandemic, the Labor Department said Thursday.</p>\n<p>In another sign that the jobs market is getting closer to its old self, first-time claims for unemployment insurance totaled 293,000, the best level since March 14, 2020, which saw 256,000 claims just as the Covid-19 spread intensified.</p>\n<p>Mega-caps growth names including Facebook Inc, Microsoft Corp, Amazon.com Inc, Tesla Inc, Apple Inc and Google-parent Alphabet rose about 1%.</p>\n<p>Energy firms including Chevron Corp and Exxon Mobil gained 0.7% and 1.2%, respectively, tracking Brent crude prices that rose toward $84 per barrel.</p>\n<p><b>Stocks making the biggest moves premarket: </b></p>\n<p><b>UnitedHealth(UNH) </b>– The health insurer’s shares rose 2.6% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum drug benefits unit.</p>\n<p><b>Bank of America(BAC)</b> – Bank of America shares gained 2.8% in premarket trading, after reporting third-quarter earnings of 85 cents per share. That compares with a 71-cent consensus estimate and revenue that also topped forecasts, helped in part by a double-digit percentage increase in net interest income.</p>\n<p><b>Wells Fargo(WFC)</b> – Wells Fargo reported adjusted quarterly earnings of $1.22 per share, compared with a consensus forecast of 99 cents, while revenue also came in above estimates. Wells Fargo’s results were helped by a release of funds that had been set aside to cover bad loans. The stock added 1.2% in the premarket.</p>\n<p><b>Walgreens Boots Alliance(WBA)</b> – Walgreens shares rallied 1.6% in the premarket as its adjusted quarterly earnings of $1.17 per share came in 15 cents above estimates. Revenue also beat consensus estimates, with results helped by more Covid-19 vaccinations as well as growth in sales of at-home Covid tests and sales of cold and flu products.</p>\n<p><b>Morgan Stanley(MS)</b> – Morgan Stanley beat estimates by 30 cents with a third-quarter profit of $1.98 per share, while revenue beat Street forecasts as well. The investment firm said its bottom line reflected strong performance across all its business segments. Morgan Stanley rose 2.8% in premarket action.</p>\n<p><b>Citigroup(C)</b> – Citigroup shares rose 1.5% after quarterly results beat expectations.Citigroup Q3 revenue $17.2 bln vs. $17.3 bln a year ago; FactSet consensus $16.9 bln;Citigroup Q3 EPS $2.15 vs. $1.36 a year ago; FactSet consensus $1.71.</p>\n<p><b>Caterpillar(CAT)</b> – The heavy equipment maker was up 1.3% in premarket action after Cowen began coverage with an “outperform” rating, saying it sees the first “megacycle” for Caterpillar in 14 years.</p>\n<p><b>Taiwan Semiconductor(TSM)</b> – The chip maker reported a better-than-expected 13.8% jump in third-quarter profit, thanks to the surge in global chip demand and a shortage that’s pushed prices higher. Shares jumped 3.2% in the premarket.</p>\n<p><b>Shopify(SHOP)</b> – Shopify is partnering with Microsoft,Oracle and other cloud providers to help businesses streamline their operations. Various tools from those providers will now be integrated into the Canadian e-commerce company’s platform for its customers.Shares jumped 1.5% in the premarket.</p>\n<p><b>Bed Bath & Beyond(BBBY)</b> – Bed Bath & Beyond stock fell 2% in premarket trading as Morgan Stanley downgraded Bed Bath & Beyond.Analyst Simeon Gutman downgraded the stock to underweight from equal weight, saying in a note to clients on Thursday that the company would likely miss estimates over the next two years.</p>\n<p><b>Avis Budget(CAR) </b>– Avis Budget was downgraded to “underweight” from “equal-weight” at Morgan Stanley, citing a number of factors including valuation. The car rental company’s shares have increased five-fold over the past 12 months, and Morgan Stanley feels Avis Budget is at peak cyclical earnings. The stock tumbled 3.4% in the premarket.</p>\n<p><b>UPS(UPS)</b> – UPS was upgraded to “buy” from “hold” at Stifel Financial, citing valuation, secular volume growth from e-commerce and continued focus on yield management. Stifel also increased its price target for the stock to $224 per share, representing a potential increase of 22% from current levels. UPS added 3% in premarket trading.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic data.</p>\n<p>At 08:15 a.m. ET, Dow e-minis were up 275 points, or 0.61%, S&P 500 e-minis were up 37.75 points, or 0.87%, and Nasdaq 100 e-minis were up 146.25 points, or 0.99%.</p>\n<p><img src=\"https://static.tigerbbs.com/e348e41c619c7aa69d255cfbb971e007\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p>\n<p>JPMorgan Chase & Co, Wells Fargo Morgan Stanley and Citigroup have published their results before the opening bell.</p>\n<p>U.S. jobless claims total 293,000 vs. 318,000 estimate.Initial jobless claims fell below 300,000 for the first time since the early days of the Covid-19 pandemic, the Labor Department said Thursday.</p>\n<p>In another sign that the jobs market is getting closer to its old self, first-time claims for unemployment insurance totaled 293,000, the best level since March 14, 2020, which saw 256,000 claims just as the Covid-19 spread intensified.</p>\n<p>Mega-caps growth names including Facebook Inc, Microsoft Corp, Amazon.com Inc, Tesla Inc, Apple Inc and Google-parent Alphabet rose about 1%.</p>\n<p>Energy firms including Chevron Corp and Exxon Mobil gained 0.7% and 1.2%, respectively, tracking Brent crude prices that rose toward $84 per barrel.</p>\n<p><b>Stocks making the biggest moves premarket: </b></p>\n<p><b>UnitedHealth(UNH) </b>– The health insurer’s shares rose 2.6% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum drug benefits unit.</p>\n<p><b>Bank of America(BAC)</b> – Bank of America shares gained 2.8% in premarket trading, after reporting third-quarter earnings of 85 cents per share. That compares with a 71-cent consensus estimate and revenue that also topped forecasts, helped in part by a double-digit percentage increase in net interest income.</p>\n<p><b>Wells Fargo(WFC)</b> – Wells Fargo reported adjusted quarterly earnings of $1.22 per share, compared with a consensus forecast of 99 cents, while revenue also came in above estimates. Wells Fargo’s results were helped by a release of funds that had been set aside to cover bad loans. The stock added 1.2% in the premarket.</p>\n<p><b>Walgreens Boots Alliance(WBA)</b> – Walgreens shares rallied 1.6% in the premarket as its adjusted quarterly earnings of $1.17 per share came in 15 cents above estimates. Revenue also beat consensus estimates, with results helped by more Covid-19 vaccinations as well as growth in sales of at-home Covid tests and sales of cold and flu products.</p>\n<p><b>Morgan Stanley(MS)</b> – Morgan Stanley beat estimates by 30 cents with a third-quarter profit of $1.98 per share, while revenue beat Street forecasts as well. The investment firm said its bottom line reflected strong performance across all its business segments. Morgan Stanley rose 2.8% in premarket action.</p>\n<p><b>Citigroup(C)</b> – Citigroup shares rose 1.5% after quarterly results beat expectations.Citigroup Q3 revenue $17.2 bln vs. $17.3 bln a year ago; FactSet consensus $16.9 bln;Citigroup Q3 EPS $2.15 vs. $1.36 a year ago; FactSet consensus $1.71.</p>\n<p><b>Caterpillar(CAT)</b> – The heavy equipment maker was up 1.3% in premarket action after Cowen began coverage with an “outperform” rating, saying it sees the first “megacycle” for Caterpillar in 14 years.</p>\n<p><b>Taiwan Semiconductor(TSM)</b> – The chip maker reported a better-than-expected 13.8% jump in third-quarter profit, thanks to the surge in global chip demand and a shortage that’s pushed prices higher. Shares jumped 3.2% in the premarket.</p>\n<p><b>Shopify(SHOP)</b> – Shopify is partnering with Microsoft,Oracle and other cloud providers to help businesses streamline their operations. Various tools from those providers will now be integrated into the Canadian e-commerce company’s platform for its customers.Shares jumped 1.5% in the premarket.</p>\n<p><b>Bed Bath & Beyond(BBBY)</b> – Bed Bath & Beyond stock fell 2% in premarket trading as Morgan Stanley downgraded Bed Bath & Beyond.Analyst Simeon Gutman downgraded the stock to underweight from equal weight, saying in a note to clients on Thursday that the company would likely miss estimates over the next two years.</p>\n<p><b>Avis Budget(CAR) </b>– Avis Budget was downgraded to “underweight” from “equal-weight” at Morgan Stanley, citing a number of factors including valuation. The car rental company’s shares have increased five-fold over the past 12 months, and Morgan Stanley feels Avis Budget is at peak cyclical earnings. The stock tumbled 3.4% in the premarket.</p>\n<p><b>UPS(UPS)</b> – UPS was upgraded to “buy” from “hold” at Stifel Financial, citing valuation, secular volume growth from e-commerce and continued focus on yield management. Stifel also increased its price target for the stock to $224 per share, representing a potential increase of 22% from current levels. UPS added 3% in premarket trading.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","TSM":"台积电","MSFT":"微软","CAT":"卡特彼勒","UPS":"联合包裹","AAPL":"苹果","MS":"摩根士丹利","BBBY":"3B家居","CAR":"安飞士","TSLA":"特斯拉","UNH":"联合健康","C":"花旗","WFC":"富国银行","SHOP":"Shopify Inc","BAC":"美国银行","WBA":"沃尔格林联合博姿","AMZN":"亚马逊","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193636194","content_text":"U.S. stock futures rose as more major U.S. banks reported earnings and the release of key economic data.\nAt 08:15 a.m. ET, Dow e-minis were up 275 points, or 0.61%, S&P 500 e-minis were up 37.75 points, or 0.87%, and Nasdaq 100 e-minis were up 146.25 points, or 0.99%.\n\nJPMorgan Chase & Co, Wells Fargo Morgan Stanley and Citigroup have published their results before the opening bell.\nU.S. jobless claims total 293,000 vs. 318,000 estimate.Initial jobless claims fell below 300,000 for the first time since the early days of the Covid-19 pandemic, the Labor Department said Thursday.\nIn another sign that the jobs market is getting closer to its old self, first-time claims for unemployment insurance totaled 293,000, the best level since March 14, 2020, which saw 256,000 claims just as the Covid-19 spread intensified.\nMega-caps growth names including Facebook Inc, Microsoft Corp, Amazon.com Inc, Tesla Inc, Apple Inc and Google-parent Alphabet rose about 1%.\nEnergy firms including Chevron Corp and Exxon Mobil gained 0.7% and 1.2%, respectively, tracking Brent crude prices that rose toward $84 per barrel.\nStocks making the biggest moves premarket: \nUnitedHealth(UNH) – The health insurer’s shares rose 2.6% in the premarket after beating on the top and bottom lines for the third quarter and raising its full-year earnings forecast. UnitedHealth earned $4.52 per share, 11 cents above consensus, helped by revenue gains at its Optum drug benefits unit.\nBank of America(BAC) – Bank of America shares gained 2.8% in premarket trading, after reporting third-quarter earnings of 85 cents per share. That compares with a 71-cent consensus estimate and revenue that also topped forecasts, helped in part by a double-digit percentage increase in net interest income.\nWells Fargo(WFC) – Wells Fargo reported adjusted quarterly earnings of $1.22 per share, compared with a consensus forecast of 99 cents, while revenue also came in above estimates. Wells Fargo’s results were helped by a release of funds that had been set aside to cover bad loans. The stock added 1.2% in the premarket.\nWalgreens Boots Alliance(WBA) – Walgreens shares rallied 1.6% in the premarket as its adjusted quarterly earnings of $1.17 per share came in 15 cents above estimates. Revenue also beat consensus estimates, with results helped by more Covid-19 vaccinations as well as growth in sales of at-home Covid tests and sales of cold and flu products.\nMorgan Stanley(MS) – Morgan Stanley beat estimates by 30 cents with a third-quarter profit of $1.98 per share, while revenue beat Street forecasts as well. The investment firm said its bottom line reflected strong performance across all its business segments. Morgan Stanley rose 2.8% in premarket action.\nCitigroup(C) – Citigroup shares rose 1.5% after quarterly results beat expectations.Citigroup Q3 revenue $17.2 bln vs. $17.3 bln a year ago; FactSet consensus $16.9 bln;Citigroup Q3 EPS $2.15 vs. $1.36 a year ago; FactSet consensus $1.71.\nCaterpillar(CAT) – The heavy equipment maker was up 1.3% in premarket action after Cowen began coverage with an “outperform” rating, saying it sees the first “megacycle” for Caterpillar in 14 years.\nTaiwan Semiconductor(TSM) – The chip maker reported a better-than-expected 13.8% jump in third-quarter profit, thanks to the surge in global chip demand and a shortage that’s pushed prices higher. Shares jumped 3.2% in the premarket.\nShopify(SHOP) – Shopify is partnering with Microsoft,Oracle and other cloud providers to help businesses streamline their operations. Various tools from those providers will now be integrated into the Canadian e-commerce company’s platform for its customers.Shares jumped 1.5% in the premarket.\nBed Bath & Beyond(BBBY) – Bed Bath & Beyond stock fell 2% in premarket trading as Morgan Stanley downgraded Bed Bath & Beyond.Analyst Simeon Gutman downgraded the stock to underweight from equal weight, saying in a note to clients on Thursday that the company would likely miss estimates over the next two years.\nAvis Budget(CAR) – Avis Budget was downgraded to “underweight” from “equal-weight” at Morgan Stanley, citing a number of factors including valuation. The car rental company’s shares have increased five-fold over the past 12 months, and Morgan Stanley feels Avis Budget is at peak cyclical earnings. The stock tumbled 3.4% in the premarket.\nUPS(UPS) – UPS was upgraded to “buy” from “hold” at Stifel Financial, citing valuation, secular volume growth from e-commerce and continued focus on yield management. Stifel also increased its price target for the stock to $224 per share, representing a potential increase of 22% from current levels. UPS added 3% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828898219,"gmtCreate":1633879339186,"gmtModify":1633879339284,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/828898219","repostId":"2174920514","repostType":4,"repost":{"id":"2174920514","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":1633764600,"share":"https://www.laohu8.com/m/news/2174920514?lang=&edition=full","pubTime":"2021-10-09 15:30","market":"us","language":"en","title":"Is the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2174920514","media":"Dow Jones","summary":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day","content":"<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</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>Is the stock market open on Columbus Day? Yes! But the bond market isn't--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; 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\">\nIs the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-09 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ICE":"洲际交易所",".SPX":"S&P 500 Index","NDAQ":"纳斯达克OMX交易所"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174920514","content_text":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.\nHere is the short answer: yes. But it isn't that simple.\nThe bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.\nColumbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.\nAs per usual, the Intercontinental Exchange$(ICE)$-owned New York Stock Exchange and the Nasdaq Inc. $(NDAQ)$ will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.\nMeanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).\nNow back to Columbus Day and the curious case of mixed up market closures.\nHere's perhaps why it is closed and equities trade on.\nBegun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.\nColumbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.\nSome regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.\nSo, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821720214,"gmtCreate":1633793510400,"gmtModify":1633793510491,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/821720214","repostId":"2174920514","repostType":4,"repost":{"id":"2174920514","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":1633764600,"share":"https://www.laohu8.com/m/news/2174920514?lang=&edition=full","pubTime":"2021-10-09 15:30","market":"us","language":"en","title":"Is the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why","url":"https://stock-news.laohu8.com/highlight/detail?id=2174920514","media":"Dow Jones","summary":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day","content":"<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</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>Is the stock market open on Columbus Day? Yes! But the bond market isn't--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; 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\">\nIs the stock market open on Columbus Day? Yes! But the bond market isn't--Here's why\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-09 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>It's also Indigenous Peoples Day.</p>\n<p>It's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.</p>\n<p>Here is the short answer: yes. But it isn't that simple.</p>\n<p>The bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.</p>\n<p>Columbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.</p>\n<p>As per usual, the Intercontinental Exchange<a href=\"https://laohu8.com/S/ICE\">$(ICE)$</a>-owned New York Stock Exchange and the Nasdaq Inc. <a href=\"https://laohu8.com/S/NDAQ\">$(NDAQ)$</a> will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.</p>\n<p>Meanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).</p>\n<p>Now back to Columbus Day and the curious case of mixed up market closures.</p>\n<p>Here's perhaps why it is closed and equities trade on.</p>\n<p>Begun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.</p>\n<p>Columbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.</p>\n<p>Some regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.</p>\n<p>So, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ICE":"洲际交易所",".SPX":"S&P 500 Index","NDAQ":"纳斯达克OMX交易所"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174920514","content_text":"It's also Indigenous Peoples Day.\nIt's almost a perennial question on Wall Street. With Columbus Day a federal holiday on Monday, investors are curious if the stock market will be opened.\nHere is the short answer: yes. But it isn't that simple.\nThe bond market isn't. Bond traders are off as recommended by the Securities Industry and Financial Markets Association, known as Sifma.\nColumbus Day and Veterans Day are the two federal holidays when fixed-income markets are closed due to the federal holiday.\nAs per usual, the Intercontinental Exchange$(ICE)$-owned New York Stock Exchange and the Nasdaq Inc. $(NDAQ)$ will both be open regular hours. So, the Dow Jones Industrial Average , the S&P 500 index and the Nasdaq Composite Index , to note the three main U.S. bourses, can figure out whether the weaker-than-expected jobs report released on Friday was bullish or bearish in the near term.\nMeanwhile, benchmark bonds can take a breather after the 10-year Treasury note yield, 30-year Treasury bond and 2-year Treasury note touched their highest yields in months (since March of 2020 in the case of the shorter-date debt).\nNow back to Columbus Day and the curious case of mixed up market closures.\nHere's perhaps why it is closed and equities trade on.\nBegun back in 1792 and declared a federal day off in 1937 by President Franklin D. Roosevelt, Columbus Day marks a state and federal holiday. Federal offices, including the U.S. Treasury Department, are closed. That means, Treasurys--a chunk of typical trading activity on regular days and a key benchmark--are also forced to take a holiday.\nColumbus Day isn't without its controversy as a holiday intended to celebrate Christopher Columbus for sailing the ocean blue in 1492. Firstly, not all states celebrate the Italian explorer's occasion on the same day. Tennessee tends to celebrate the holiday on Friday. Some states don't acknowledge the day at all, with Alaska, Vermont, Hawaii and South Dakota choosing not to observe it.\nSome regions choose to celebrate Indigenous Peoples Day, which honors Native Americans and challenges the concept that Columbus was the first to discover America. The holiday has been gaining support, as an alternative to Columbus Day.\nSo, the next time that someone asks if the market is open on Columbus Day, you can tell them that it is complicated.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896611667,"gmtCreate":1628576823959,"gmtModify":1631890159703,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/896611667","repostId":"1127196790","repostType":4,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176523968,"gmtCreate":1626908803554,"gmtModify":1633769961789,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/176523968","repostId":"1160993283","repostType":4,"repost":{"id":"1160993283","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":1626881542,"share":"https://www.laohu8.com/m/news/1160993283?lang=&edition=full","pubTime":"2021-07-21 23:32","market":"us","language":"en","title":"Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit","url":"https://stock-news.laohu8.com/highlight/detail?id=1160993283","media":"Benzinga","summary":"Chinese startupNio, Inc.NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that $one$ of its senior talents has been poached by legacy automakerGeneral Motor CompanyGM 1.22%.The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.Armenta, Youssef and Fullove will be ba","content":"<p>Chinese startup<b>Nio, Inc.</b>NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its senior talents has been poached by legacy automaker<b>General Motor Company</b>GM 1.22%.</p>\n<p><b>What Happened:</b>GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.</p>\n<p>The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.</p>\n<p>Armenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.</p>\n<p>Youssef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has yet to be updated with the new position, shows he has been with Nio since June 2016 as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, software product management.</p>\n<p>Before his tenure at Nio, Youssef was employed at<b>Amazon, Inc.</b>AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.</p>\n<p><b>Why It's Important:</b>GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.</p>\n<p>BrightDrop is scheduled to launch the EV600 van this year, and it has signed<b>FedEx Corporation</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">Express</a> as its first customer.</p>\n<p>Nio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.</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>Nio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit</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\">\nNio Exec Jumps Ship To Join GM's New Electric Delivery Van Unit\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\">2021-07-21 23:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Chinese startup<b>Nio, Inc.</b>NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its senior talents has been poached by legacy automaker<b>General Motor Company</b>GM 1.22%.</p>\n<p><b>What Happened:</b>GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.</p>\n<p>The new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.</p>\n<p>Armenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.</p>\n<p>Youssef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has yet to be updated with the new position, shows he has been with Nio since June 2016 as <a href=\"https://laohu8.com/S/VP..UK\">VP</a>, software product management.</p>\n<p>Before his tenure at Nio, Youssef was employed at<b>Amazon, Inc.</b>AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.</p>\n<p><b>Why It's Important:</b>GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.</p>\n<p>BrightDrop is scheduled to launch the EV600 van this year, and it has signed<b>FedEx Corporation</b>FDX 0.03%<a href=\"https://laohu8.com/S/EXPR\">Express</a> as its first customer.</p>\n<p>Nio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NGD":"New Gold","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160993283","content_text":"Chinese startupNio, Inc.NIO 5.98%has evolved as a premium maker of electric vehicles focusing on design and technology. It has now emerged that one of its senior talents has been poached by legacy automakerGeneral Motor CompanyGM 1.22%.\nWhat Happened:GMannounced Tuesday that it has added four new executives to the leadership team of its BrightDrop brand. The company launched BrightDrop as a new business in January to focus on the manufacturing of electric delivery vehicles.\nThe new executives joining BrightDrop are: Anthony Armenta, who will join as chief technology officer; Rachad Youssef, chief product officer; Shaluinn Fullove, chief people officer; and Steve Hornyak, chief revenue officer.\nArmenta, Youssef and Fullove will be based in BrightDrop's San Francisco Bay Area offices, and Hornyak in Atlanta, the company said.\nYoussef was previously employed at Nio's advanced research and innovation center in Silicon Valley. His LinkedIn bio, which has yet to be updated with the new position, shows he has been with Nio since June 2016 as VP, software product management.\nBefore his tenure at Nio, Youssef was employed atAmazon, Inc.AMZN 0.2%-owned autonomous vehicle companyZooxfor about a year-and-a-half.\nWhy It's Important:GM's appointment of new talent at BrightDrop signals a serious intent to make headway into the ecosystem of electric first-to-last-mile products, software and services to empower delivery and logistics companies.\nBrightDrop is scheduled to launch the EV600 van this year, and it has signedFedEx CorporationFDX 0.03%Express as its first customer.\nNio shares were up 5.16% at $46.45 at last check Wednesday, while GM was up 1.05% at $56.74.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178235610,"gmtCreate":1626823075030,"gmtModify":1633770776461,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178235610","repostId":"2153924256","repostType":4,"repost":{"id":"2153924256","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":1626812915,"share":"https://www.laohu8.com/m/news/2153924256?lang=&edition=full","pubTime":"2021-07-21 04:28","market":"us","language":"en","title":"Wall Street bounces back on renewed economic optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2153924256","media":"Reuters","summary":"NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-d","content":"<p>NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.</p>\n<p>All three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.</p>\n<p>The S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.</p>\n<p>\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p>\n<p>Economically sensitive small caps and transports outperformed the broader market.</p>\n<p>Benchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.</p>\n<p>\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"</p>\n<p>Mounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.</p>\n<p>\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"</p>\n<p>The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.</p>\n<p>Of the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.</p>\n<p>Second-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.</p>\n<p>Analysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.</p>\n<p>Halliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.</p>\n<p>Peloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.</p>\n<p>Moderna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.</p>\n<p>Netflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.</p>\n<p>Shares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.</p>\n<p>Volume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 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>Wall Street bounces back on renewed economic optimism</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\">\nWall Street bounces back on renewed economic optimism\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\">2021-07-21 04:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.</p>\n<p>All three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.</p>\n<p>The S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.</p>\n<p>\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.</p>\n<p>Economically sensitive small caps and transports outperformed the broader market.</p>\n<p>Benchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.</p>\n<p>\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"</p>\n<p>Mounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.</p>\n<p>\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"</p>\n<p>The Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.</p>\n<p>Of the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.</p>\n<p>Second-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.</p>\n<p>Analysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.</p>\n<p>Halliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.</p>\n<p>Peloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.</p>\n<p>Moderna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.</p>\n<p>Netflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.</p>\n<p>Shares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.</p>\n<p>Volume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","DXD":"道指两倍做空ETF","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","DOG":"道指反向ETF","MRNA":"Moderna, Inc.","OEX":"标普100","NFLX":"奈飞","SSO":"两倍做多标普500ETF","QNETCN":"纳斯达克中美互联网老虎指数","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DJX":"1/100道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153924256","content_text":"NEW YORK, July 20 (Reuters) - Wall Street ended sharply higher on Tuesday, rebounding from a multi-day losing streak as a string of upbeat earnings reports and revived economic optimism fueled a risk-on rally.\nAll three major U.S. stock indexes gained more than 1% with the blue-chip Dow, on the heels of its worst day in nine months, leading the charge.\nThe S&P notched its first advance in four days as well as registering its strongest day since March. The Nasdaq posted its first gain in six sessions.\n\"It’s a buy-the-dip mentality coming into the market,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana.\nEconomically sensitive small caps and transports outperformed the broader market.\nBenchmark U.S. Treasury yields bounced back from five-month lows, in the wake of their biggest single-session decline since February in the prior session . This helped boost rate-vulnerable banks by 2.6%.\n\"The economically sensitive stocks are up today,\" Carlson added. \"When the 10-year (Treasury yield) goes down in a short period of time, that typically doesn’t happen with an economy that’s supposed to be growing. Firming in the 10-year (yield) indicates that perhaps the economy isn’t going to be falling off a cliff.\"\nMounting concerns over the highly contagious Delta variant of COVID-19, now responsible for the majority of new infections, have sparked sell-offs in recent sessions as worldwide vaccination efforts gather momentum.\n\"Things like the Delta variant can certainly impact in the margins,\" Carlson said. \"It doesn’t take a whole lot of fear in some investors to create what we saw yesterday.\"\nThe Dow Jones Industrial Average rose 549.95 points, or 1.62%, to 34,511.99, the S&P 500 gained 64.57 points, or 1.52%, to 4,323.06 and the Nasdaq Composite added 223.89 points, or 1.57%, to 14,498.88.\nOf the 11 major sectors in the S&P 500, all but consumer staples closed green. Industrials fared best, rising 2.7%.\nSecond-quarter reporting season has hit full-stride, with 56 of the companies in the S&P 500 having posted results. Of those, 91% have beaten consensus, according to Refinitiv.\nAnalysts now see annual S&P earnings growth of 72.9% for the April-June period, a significant improvement over the 54% growth seen at the beginning of the quarter.\nHalliburton Co rose 3.7% after a bounce-back in crude prices boosted oilfield services demand, leading the company to post its second consecutive quarterly profit.\nPeloton Interactive Inc advanced 6.7% after announcing it would provide UnitedHealth Group's fully insured members free access to its live and on-demand fitness classes.\nModerna's stock dropped 2% in a volatile session on Tuesday, with the COVID-19 vaccine maker the most heavily traded company on Wall Street ahead of its debut in the S&P 500 on Wednesday.\nNetflix Inc shares dipped more than 3% in after- hours trading after its forecast missed estimates.\nShares of Chipotle Mexican Grill gained over 2% post-market after its earnings and revenue beat consensus.\nAdvancing issues outnumbered declining ones on the NYSE by a 4.44-to-1 ratio; on Nasdaq, a 3.59-to-1 ratio favored advancers.\nThe S&P 500 posted 41 new 52-week highs and no new lows; the Nasdaq Composite recorded 45 new highs and 76 new lows.\nVolume on U.S. exchanges was 10.62 billion shares, compared with the 10.19 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142330548,"gmtCreate":1626131730884,"gmtModify":1633929927088,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142330548","repostId":"1119839711","repostType":4,"repost":{"id":"1119839711","pubTimestamp":1626126339,"share":"https://www.laohu8.com/m/news/1119839711?lang=&edition=full","pubTime":"2021-07-13 05:45","market":"us","language":"en","title":"Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1119839711","media":"MarketWatch","summary":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq C","content":"<blockquote>\n <b>Dow ends just shy of 35,000 milestone.</b>\n</blockquote>\n<p>The Dow Jones Industrial Average, S&P 500 index and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.</p>\n<p>The record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.</p>\n<p><b>How did stock benchmarks end?</b></p>\n<ul>\n <li>The Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.</li>\n <li>S&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.</li>\n <li>Nasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.</li>\n</ul>\n<p>On Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.</p>\n<p><b>What drove the market?</b></p>\n<p>Major stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, which<b><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> & Co</b>.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol <a href=\"https://laohu8.com/S/HIL\">Hill</a>, and fresh readings on inflation.</p>\n<p>“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of <a href=\"https://laohu8.com/S/EQR\">Equity</a> Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in <a href=\"https://laohu8.com/S/WASH\">Washington</a> over planned infrastructure spending and potentially higher corporate taxes.</p>\n<p>“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.</p>\n<p>Equity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.</p>\n<p>Questions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.</p>\n<p>Yields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.</p>\n<p>Federal Reserve Bank ofNew York President John <a href=\"https://laohu8.com/S/WMB\">Williams</a> told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.</p>\n<p>Although inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.</p>\n<p>“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.</p>\n<p>“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.</p>\n<p>“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, <a href=\"https://laohu8.com/S/OXM\">Oxford</a> Economics’ director of global macro research wrote Monday.</p>\n<p>No key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.</p>\n<p>Separately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.</p>\n<p>“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.</p>\n<p>“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.</p>\n<p><b>Which companies were in focus?</b></p>\n<ul>\n <li><b><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc</b>.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.</li>\n <li><b><a href=\"https://laohu8.com/S/AAPL\">Apple</a> Inc</b>.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.</li>\n <li><b><a href=\"https://laohu8.com/S/LB\">L Brands Inc</a></b>.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.</li>\n <li><b><a href=\"https://laohu8.com/S/GME\">GameStop</a> Inc</b>.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.</li>\n <li>Weber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange under the ticker WEBR.</li>\n <li>Shares of<b><a href=\"https://laohu8.com/S/SPCE.WS\">Virgin Galactic Holdings Inc</a>.</b> SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS <a href=\"https://laohu8.com/S/UNTY\">Unity</a> rocket-powered spaceplane.</li>\n <li><b>Couchbase Inc</b>. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’</li>\n <li>Shares of<b>Moderna Inc</b>. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.</li>\n <li>Shares of<b><a href=\"https://laohu8.com/S/SWI\">SolarWinds Corp</a>.</b> SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.</li>\n</ul>\n<p><b>How did other assets trade?</b></p>\n<ul>\n <li>The ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.</li>\n <li>Oil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.</li>\n <li>In European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s <a href=\"https://laohu8.com/S/.100.UK\">FTSE 100</a> UKX finished up 0.05% on Monday.</li>\n <li>In <a href=\"https://laohu8.com/S/00662\">Asia</a>, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.</li>\n</ul>","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>Dow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow narrowly misses first close at 35,000 but all 3 stock indexes log back-to-back record finishes ahead of bank earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 05:45 GMT+8 <a href=https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended ...</p>\n\n<a href=\"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/dow-set-for-pullback-from-records-tech-stocks-seen-buoyant-as-investors-await-earnings-powell-and-fresh-inflation-data-11626089989?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119839711","content_text":"Dow ends just shy of 35,000 milestone.\n\nThe Dow Jones Industrial Average, S&P 500 index and Nasdaq Composite on Monday advanced to back-to-back record finishes, starting the week the way the ended last week.\nThe record finish comes as investors await semiannual testimony from Federal Reserve Chairman Jerome Powell beginning Wednesday and a batch of economic reports throughout the week, the unofficial start of corporate quarterly results.\nHow did stock benchmarks end?\n\nThe Dow Jones Industrial AverageDJIA,+0.36%rose 126.02 points, or 0.4%, to end at a record 34,996.18.\nS&P 500 indexSPX,+0.35%added 15.08 points, or 0.4%, closing at a record 4,384.63, after touching an intraday high at 4,386.68.\nNasdaq Composite IndexCOMP,+0.21%advanced 31.32 points, or 0.2%, finishing at a record 14,733.24, after establishing an intraday all-time high at 14,761.08.\n\nOn Friday, the Dow and S&P 500 finished the session at record highs, booking weekly gains of about 0.2% and 0.4%, respectively. The Nasdaq Composite finished the week at an all-time high with a 0.4% weekly gain.\nWhat drove the market?\nMajor stock indexes rose to back-to-back closing records on Monday. The advance came ahead of a number of key events that could serve as catalysts later in the week, including the unofficial start of earnings season, whichJPMorgan Chase & Co.JPM,+1.43%will kick off Tuesday, Powell’s testimony on Capitol Hill, and fresh readings on inflation.\n“People are thinking earnings are going to be strong and that may propel the market higher,” said John Carey, director of Equity Income at Amundi U.S., adding that, for now, earnings have overshadowed uncertainty in Washington over planned infrastructure spending and potentially higher corporate taxes.\n“Most people seem to be focused on the strength of the economy and the possibility of better earnings to support stock prices, which are definitely at high levels,” Carey told MarketWatch.\nEquity markets experienced a bout of turbulence last week before ending with a flourish, prompted partly by a drop in Treasury yields. Lower-bound rates for government debt had raised questions about the outlook for the U.S. economy in the recovery from the pandemic. The spread of the delta variant of COVID-19 has emerged as a concern, but so has the lofty valuations assigned to some segments of the market.\nQuestions about the Fed’s monetary policy in the face of growing evidence of percolating inflation also have been blamed for some of the rocky trading.\nYields for the 10-yearTMUBMUSD10Y,1.365%edged up less than a basis point to 1.362% on Monday, while the 30-year Treasury yieldsTMUBMUSD30Y,2.000%advanced by 1.2 basis points to 1.993%, near lows last seen in February.\nFederal Reserve Bank ofNew York President John Williams told reportersMonday that conditions for scaling back its $120 billion a month bond-buying stimulus program have yet to be met.\nAlthough inflation and peak growth concerns continue to percolate andworry U.S. households, some strategists said those concerns may be “over-hyped” for markets.\n“Both the previous inflation concerns and the current peak growth concerns are likely over-extrapolated reflections of near-term trends that will not persist,” Glenmede’s team led by Jason Pride and Michael Reynolds, wrote in a Monday note.\n“Markets may remain volatile as they attempt to adjust to the rapidly evolving information flow during the ongoing recovery from the pandemic,” but those factors “should not be disruptive of markets longer term.”\nInvestors also have been keeping an eye on delta-driven COVID infections. The U.S. leads the world with a total of 33.85 million COVID cases and in deaths with 607,156. Dr. Anthony Fauci said on Monday thatboosters weren’t needed for now, but duringa Sunday CNN inview said it was “horrifying”to see conservatives cheer for low vaccination rates, blaming “ideological rigidity” for hobbling the fight against the pandemic.\n“We have long warned that vaccinations would be unlikely to trigger a smooth transition to normalcy,” Ben May, Oxford Economics’ director of global macro research wrote Monday.\nNo key data were on deck Monday ahead of a busy week in economic reports, starting with a reading of consumer prices on Tuesday.\nSeparately, investors also were focused on discussions among finance ministers from the G-20, who are trying to assess the potential implications of a proposal for a global minimum tax.\n“We need sustainable sources of revenue that do not rely on further taxing workers’ wages and exacerbating the economic disparities that we are all committed to reducing,” U.S. Treasury Secretary Janet Yellen said in a speech to European Union countries about revamping the corporate tax code internationally.\n“We need to put an end to corporations shifting capital income to low tax jurisdictions, and to accounting gimmicks that allow them to avoid paying their fair share,” she said.\nWhich companies were in focus?\n\nBroadcom Inc.AVGO,+1.16%shares rose 1.2% Monday afterThe Wall Street Journal reportedthe chip and software company was in talks to buy SAS Institute Inc. in a deal that could value the smashup at $15 billion to $20 billion.\nApple Inc.AAPL,-0.42% shares fell 0.4% a day after a Delaware federal judgedismissed a Blix Inc. suit,saying it failed to demonstrate how Apple harmed competition in the mobile operating system market.\nL Brands Inc.LB,+4.16% said it’s separating into two publiclytraded businesses next month, with theVictoria’s Secret & Co.‘s underwear unit as “VSCO,” while the Bath & BodyWorks Inc. arm under the “BBWI” ticker, starting Aug. 3.\nGameStop Inc.GME,-1.04%shares shed 1% Monday after Ascendiant Capital Markets lifted its 12-month price target to $25 from $10, but still nowhere near the company’s $189.25 closing price Monday.\nWeber, the maker of outdoor grills,has filed to go public, nearly 50 years after it’s iconic dome-like grill was made. Shares are set to trade on the New York Stock Exchange under the ticker WEBR.\nShares ofVirgin Galactic Holdings Inc. SPCEskid 17.3% Monday, it’s largest daily percent slump since March 16, 2020, a day after founder Richard Branson and five crewmates successfully flew into suborbital space on the company’s VSS Unity rocket-powered spaceplane.\nCouchbase Inc. BASE, a provider of a database for enterprise applications, set terms for its initial public offering on Monday, with plans to offer 7 million shares, priced at $20 to $23 each. The company has applied to list on Nasdaq, under the ticker ‘BASE.’\nShares ofModerna Inc. MRNArose 2.8% Monday after the company said it would supply 20 million doses of its COVID-19 vaccine to Argentina.\nShares ofSolarWinds Corp. SWI were 1.8% lower Monday, even after the information technology infrastructure management software company provided an upbeat second-quarter revenue outlook.\n\nHow did other assets trade?\n\nThe ICE U.S. Dollar Index DXY, a measure of the currency against six major rivals, was up 0.1%.\nOil futures closed lower Monday, with the U.S. benchmark CL00 CL.1,-0.51%down 0.6% settling at $74.10 a barrel. Gold GC00 settled 0.3% lower at $1,805.90 an ounce.\nIn European equities, the Stoxx Europe 600 SXXP closed 0.7% higher, while London’s FTSE 100 UKX finished up 0.05% on Monday.\nIn Asia, the Shanghai Composite SHCOMP gained 0.7%, Hong Kong’s Hang Seng Index HSI rose 0.6% on the session and Japan’s Nikkei 225 NIK rallied 2.3% on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143284017,"gmtCreate":1625796158639,"gmtModify":1633937233758,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/143284017","repostId":"1195657546","repostType":4,"repost":{"id":"1195657546","pubTimestamp":1625785913,"share":"https://www.laohu8.com/m/news/1195657546?lang=&edition=full","pubTime":"2021-07-09 07:11","market":"hk","language":"en","title":"Stocks making the biggest moves after hours: Levi Strauss, General Motors, Accolade and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1195657546","media":"CNBC","summary":"Check out the companies making headlines after the bell Thursday:\nLevi Strauss— Shares of Levi Strau","content":"<div>\n<p>Check out the companies making headlines after the bell Thursday:\nLevi Strauss— Shares of Levi Strauss added 3.2% after the retailer crushed Wall Street expectations in itsfiscal second-quarter ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/08/stocks-making-the-biggest-moves-after-hours-levi-strauss-gm-accolade.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Stocks making the biggest moves after hours: Levi Strauss, General Motors, Accolade and more</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\">\nStocks making the biggest moves after hours: Levi Strauss, General Motors, Accolade and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 07:11 GMT+8 <a href=https://www.cnbc.com/2021/07/08/stocks-making-the-biggest-moves-after-hours-levi-strauss-gm-accolade.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Check out the companies making headlines after the bell Thursday:\nLevi Strauss— Shares of Levi Strauss added 3.2% after the retailer crushed Wall Street expectations in itsfiscal second-quarter ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/08/stocks-making-the-biggest-moves-after-hours-levi-strauss-gm-accolade.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BGC":"BGC GROUP","GM":"通用汽车","ACCD":"Accolade, Inc."},"source_url":"https://www.cnbc.com/2021/07/08/stocks-making-the-biggest-moves-after-hours-levi-strauss-gm-accolade.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1195657546","content_text":"Check out the companies making headlines after the bell Thursday:\nLevi Strauss— Shares of Levi Strauss added 3.2% after the retailer crushed Wall Street expectations in itsfiscal second-quarter results. Levi reported adjusted earnings of 23 cents per share on revenue of $1.28 billion. Analysts expected earnings of 9 cents per share on revenue of $1.21 billion, according to Refinitiv.\nGeneral Motors— General Motors shares gained 1.3% after Wedbush initiated coverage of the stock with an outperform rating and $85 price target. That target implies an upside of more than 51% from Thursday's close. \"CEO Mary Barra along with other key executives has led the legacy auto company back to the top of the auto industry in the United States,\" Wedbush's Dan Ives said in a note.\nPriceSmart— Shares of PriceSmart rose 2.4% in thin trading on the back of the warehouse club operator’s third-quarter earnings report. PriceSmart posted earnings of 73 cents per share, compared with a FactSet estimate of 65 cents per share expectation.\nAccolade— Accolade shares added 1.2% in low-volume trading following after the company released its latest quarterly numbers. The health-care technology company reported revenue of of $59.5 million versus analysts’ $55.8 million estimate, according to FactSet. Accolade also posted a smaller-than-expected EBITDA loss.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124024693,"gmtCreate":1624710213112,"gmtModify":1633949381498,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124024693","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</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>Is Apple A Better Buy Than Other FAANG Stocks?</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\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8 <a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">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/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":857152404,"gmtCreate":1635515305633,"gmtModify":1635515320547,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857152404","repostId":"1126301304","repostType":4,"repost":{"id":"1126301304","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":1635514883,"share":"https://www.laohu8.com/m/news/1126301304?lang=&edition=full","pubTime":"2021-10-29 21:41","market":"us","language":"en","title":"Microsoft surpassed Apple in market value and became the most valuable company in the world","url":"https://stock-news.laohu8.com/highlight/detail?id=1126301304","media":"Tiger Newspress","summary":"Microsoft rose nearly 1% while Apple slid more than 3% in morning trading.In the fourth quarter, Apple's total revenue was 83.36 billion US dollars, a year-on-year increase of 29%;Net profit was US $20.551 billion, up 62% year-on-year. Among them, Apple's revenue in Greater China in the fourth quarter was US $14.563 billion, up 83% year-on-year.The iPhone is still Apple's strongest product, with Apple's fourth-quarter iPhone revenue of $38.87 billion, up 47% compared with the same period, but fa","content":"<p>Microsoft rose nearly 1% while Apple slid more than 3% in morning trading.<img src=\"https://static.tigerbbs.com/18016ec3968ef3a9be7c659480b65e63\" tg-width=\"771\" tg-height=\"561\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/270ccfc4afc9a0f6700cd63b51f026ea\" tg-width=\"776\" tg-height=\"564\" width=\"100%\" height=\"auto\">In the fourth quarter, Apple's total revenue was 83.36 billion US dollars, a year-on-year increase of 29%;Net profit was US $20.551 billion, up 62% year-on-year. Among them, Apple's revenue in Greater China in the fourth quarter was US $14.563 billion, up 83% year-on-year.</p>\n<p>The iPhone is still Apple's strongest product, with Apple's fourth-quarter iPhone revenue of $38.87 billion, up 47% compared with the same period, but falling short of the expected $41.6 billion.</p>\n<p>The revenue of Apple service business was 18.28 billion US dollars, a year-on-year increase of 25.6%; Mac revenue was $9.18 billion, up 1.6% year-on-year. Tim Cook, CEO of Apple, said that the revenue of services and Mac reached a record high.</p>\n<p>Apple's wearable and accessories business revenue was 8.79 billion US dollars, a year-on-year increase of 11.5%; Ipad revenue was US $8.25 billion, up 21.4% year-on-year.</p>\n<p>Cook said: \"Although the supply restriction problem is larger than expected, and we estimate that (related losses) are about 6 billion US dollars, our financial performance is very strong. Supply constraints are caused by chip shortages widely discussed in the industry and manufacturing disruptions related to the epidemic in Southeast 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>Microsoft surpassed Apple in market value and became the most valuable company in the world</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\">\nMicrosoft surpassed Apple in market value and became the most valuable company in the world\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft rose nearly 1% while Apple slid more than 3% in morning trading.<img src=\"https://static.tigerbbs.com/18016ec3968ef3a9be7c659480b65e63\" tg-width=\"771\" tg-height=\"561\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/270ccfc4afc9a0f6700cd63b51f026ea\" tg-width=\"776\" tg-height=\"564\" width=\"100%\" height=\"auto\">In the fourth quarter, Apple's total revenue was 83.36 billion US dollars, a year-on-year increase of 29%;Net profit was US $20.551 billion, up 62% year-on-year. Among them, Apple's revenue in Greater China in the fourth quarter was US $14.563 billion, up 83% year-on-year.</p>\n<p>The iPhone is still Apple's strongest product, with Apple's fourth-quarter iPhone revenue of $38.87 billion, up 47% compared with the same period, but falling short of the expected $41.6 billion.</p>\n<p>The revenue of Apple service business was 18.28 billion US dollars, a year-on-year increase of 25.6%; Mac revenue was $9.18 billion, up 1.6% year-on-year. Tim Cook, CEO of Apple, said that the revenue of services and Mac reached a record high.</p>\n<p>Apple's wearable and accessories business revenue was 8.79 billion US dollars, a year-on-year increase of 11.5%; Ipad revenue was US $8.25 billion, up 21.4% year-on-year.</p>\n<p>Cook said: \"Although the supply restriction problem is larger than expected, and we estimate that (related losses) are about 6 billion US dollars, our financial performance is very strong. Supply constraints are caused by chip shortages widely discussed in the industry and manufacturing disruptions related to the epidemic in Southeast Asia.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126301304","content_text":"Microsoft rose nearly 1% while Apple slid more than 3% in morning trading.In the fourth quarter, Apple's total revenue was 83.36 billion US dollars, a year-on-year increase of 29%;Net profit was US $20.551 billion, up 62% year-on-year. Among them, Apple's revenue in Greater China in the fourth quarter was US $14.563 billion, up 83% year-on-year.\nThe iPhone is still Apple's strongest product, with Apple's fourth-quarter iPhone revenue of $38.87 billion, up 47% compared with the same period, but falling short of the expected $41.6 billion.\nThe revenue of Apple service business was 18.28 billion US dollars, a year-on-year increase of 25.6%; Mac revenue was $9.18 billion, up 1.6% year-on-year. Tim Cook, CEO of Apple, said that the revenue of services and Mac reached a record high.\nApple's wearable and accessories business revenue was 8.79 billion US dollars, a year-on-year increase of 11.5%; Ipad revenue was US $8.25 billion, up 21.4% year-on-year.\nCook said: \"Although the supply restriction problem is larger than expected, and we estimate that (related losses) are about 6 billion US dollars, our financial performance is very strong. Supply constraints are caused by chip shortages widely discussed in the industry and manufacturing disruptions related to the epidemic in Southeast Asia.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868676869,"gmtCreate":1632645895551,"gmtModify":1632646428992,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868676869","repostId":"2170614570","repostType":4,"repost":{"id":"2170614570","pubTimestamp":1632627411,"share":"https://www.laohu8.com/m/news/2170614570?lang=&edition=full","pubTime":"2021-09-26 11:36","market":"hk","language":"en","title":"3 Electric Vehicle Stocks to Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2170614570","media":"Motley Fool","summary":"These electric vehicle stocks are potential multibaggers in the making given how hot the EV space is getting.","content":"<p>The global electric car market grew 43% in 2020 in terms of units, with new car sales soaring 70% in a year when sales of conventional cars dropped, according to the International Energy Agency. Consumers spent $120 billion on electric car purchases in 2020, up 50% from 2019.</p>\n<p>This is just the tip of the iceberg.</p>\n<p>With at least 18 of the 20 largest automakers in the world increasing investments in electric cars, the electric vehicle industry has exponential growth potential. <b>Ford Motor Company</b>, for example, recently scaled up its electrification spending budget through 2025 to $30 billion, up from $22.5 billion it outlined earlier this year. <b>Hyundai Motor</b> recently said it plans to go all-electric in its commercial vehicles as early as 2028.</p>\n<p>If you haven't dipped your fingers in EV stocks, you're not too late. Among the many players out there that are only growing in number by the day, here are three electric-vehicle stocks to buy and hold for at least the next decade.</p>\n<h2>The smartest way to bet on the world's largest electric vehicle market</h2>\n<p>By launching an electric version of its hot-selling F-150 pickup, which already seeing strong buyer interest, Ford has upped its electric game in the U.S. like none other.</p>\n<p>Yet the U.S. isn't the fastest-growing EV market yet, so if you want to exploit global electric vehicle opportunities, look no further than <b>Nio</b> (NYSE:NIO), dubbed the \"<b>Tesla</b> (NASDAQ:TSLA) of China.\"</p>\n<p><img src=\"https://static.tigerbbs.com/3a179fe0c2b532a89da79eb884b07693\" tg-width=\"700\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>China is the world's largest electric vehicle market in every way: As per data from the IEA, China's fleet of 4.5 million electric cars in 2020 was the largest in the world, it had the highest number of models available and the strongest charging infrastructure, and also dominated the commercial electric vehicle market.</p>\n<p>And Nio is going full throttle to become the market leader in China: In April, it corned 23% of China's all-electric SUV market, beating Tesla's 17% market share despite Tesla's Model Y grossing the highest sales in terms of units. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> among three of Nio's models, the ES6 and the EC6 came in second and third, respectively.</p>\n<p>Nio isn't resting on its laurels and wants to give Tesla a run for its money by targeting the masses -- it will launch models under a new mass-market brand next year to compete with more affordable EVs lined up by<b> Volkswagen</b>'s Audi and <b>Toyota</b>'s Lexus. It's a big growth leap and could catapult Nio to new heights if can exploit its brand loyalty. Nio's branding efforts go beyond cars -- Nio owners can buy branded products and even experience company-owned coffee houses and co-working spaces.</p>\n<p>Most importantly, Nio's battery-as-a-service subscription is a solid competitive advantage as it gives buyers the option to buy cars without batteries for substantially lower costs and instead rent and swap batteries as and when required.</p>\n<p>With Nio's orders hitting a record high in August and deliveries of its fourth model -- the mid-size sedan ET7 -- to start by early 2022, this is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the best Chinese electric vehicle stocks you could buy right now.</p>\n<h2>This EV battery beast is also a Dividend Aristocrat</h2>\n<p>Whether it's Ford, Nio or any other EV manufacturer, they all require lithium-ion batteries to power their cars. <b>Albemarle</b> (NYSE:ALB) is one of the world's largest lithium mining companies, and was in fact the world's largest supplier of battery-grade lithium for electric vehicles in 2020.</p>\n<p>Albemarle recognized the EV market's potential early in the game when it acquired lithium giant Rockwood Holdings in 2015. In 2019, Albemarle struck a joint venture with Australia-based company Mineral Resources and acquired a 60% stake in its Wodgina mine. Wodgina has the world's largest hard rock lithium deposits.</p>\n<p>Not surprisingly, Albemarle is growing exponentially. It expects net sales to nearly double by 2026 from expected 2021 levels of $3.2 billion to $3.3 billion, and foresees adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) margins of 43% to 47% by 2026. This same company was projecting 2025 EBITDA margin of 32% to 34% in 2019.</p>\n<p>Albemarle is also expanding aggressively outside the U.S. and targeting 40% to 45% revenue from China and 30% to 35% from rest of Asia by 2026. For perspective, China is expected to bring in just about 25% of its revenue in 2021.</p>\n<p>Those are some eye-popping growth numbers, and when you also consider that Albemarle is a rare EV Dividend Aristocrat with a 27-year streak of consecutive dividend increases, you know you have found a long-term winning stock.</p>\n<h2>This new EV stock on the block is addressing the biggest EV problem</h2>\n<p>As exciting as the future of electric cars sounds, their advent comes at a huge environmental cost: Lithium-ion batteries have a limited lifespan and therefore have to be replaced, giving rise to a global challenge. Enter <b>Li-Cycle Holdings </b>(NYSE:LICY), North America's largest battery recycler, founded in 2016.</p>\n<p>Li-Cycle operates a two-stage Spoke-and-Hub recycling model: It breaks down batteries at spokes and recovers lithium, cobalt, nickel, and manganese from them at Hubs to send the recovered material back to battery producers. Here's where the company stands now in terms of operations:</p>\n<ul>\n <li>It commissioned its first Spoke facility in Ontario in 2017.</li>\n <li>It opened a second one in Rochester, New York, in 2020.</li>\n <li>Its third Spoke facility in Arizona is expected to start early next year. It'll have an annual recycling capacity of 10,000 tons of lithium-ion batteries, double the capacity at each of its other two Spokes.</li>\n <li>Its first revenue-generating Hub in Rochester should be operational by 2023.</li>\n</ul>\n<p>Demand is so high that Li-Cycle has already planned a fourth Spoke in Alabama. By 2025, it expects to process 100,000 tons per year at Spokes and 220,000 tons to 240,000 tons per year at its Hub.</p>\n<p>In the last quarter, Li-Cycle onboarded 14 new battery-supply customers, taking its total customer count to 70. Its revenue shot up 840% year over year to $1.7 million.</p>\n<p>Remember though, Li-Cycle is an early-stage, loss-making company that's already commanding a market capitalization of $1.8 billion. Yet that's how growth stocks behave, and if its growing customer and asset base is anything to go by, Li-Cycle could be a multibagger EV stock in the making for those who get in early.</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>3 Electric Vehicle Stocks to Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Electric Vehicle Stocks to Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 11:36 GMT+8 <a href=https://www.fool.com/investing/2021/09/25/3-electric-vehicle-stocks-you-can-buy-and-hold-for/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The global electric car market grew 43% in 2020 in terms of units, with new car sales soaring 70% in a year when sales of conventional cars dropped, according to the International Energy Agency. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/25/3-electric-vehicle-stocks-you-can-buy-and-hold-for/\">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","F":"福特汽车","NIO":"蔚来","ALB":"美国雅保","LI":"理想汽车"},"source_url":"https://www.fool.com/investing/2021/09/25/3-electric-vehicle-stocks-you-can-buy-and-hold-for/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170614570","content_text":"The global electric car market grew 43% in 2020 in terms of units, with new car sales soaring 70% in a year when sales of conventional cars dropped, according to the International Energy Agency. Consumers spent $120 billion on electric car purchases in 2020, up 50% from 2019.\nThis is just the tip of the iceberg.\nWith at least 18 of the 20 largest automakers in the world increasing investments in electric cars, the electric vehicle industry has exponential growth potential. Ford Motor Company, for example, recently scaled up its electrification spending budget through 2025 to $30 billion, up from $22.5 billion it outlined earlier this year. Hyundai Motor recently said it plans to go all-electric in its commercial vehicles as early as 2028.\nIf you haven't dipped your fingers in EV stocks, you're not too late. Among the many players out there that are only growing in number by the day, here are three electric-vehicle stocks to buy and hold for at least the next decade.\nThe smartest way to bet on the world's largest electric vehicle market\nBy launching an electric version of its hot-selling F-150 pickup, which already seeing strong buyer interest, Ford has upped its electric game in the U.S. like none other.\nYet the U.S. isn't the fastest-growing EV market yet, so if you want to exploit global electric vehicle opportunities, look no further than Nio (NYSE:NIO), dubbed the \"Tesla (NASDAQ:TSLA) of China.\"\n\nImage source: Getty Images.\nChina is the world's largest electric vehicle market in every way: As per data from the IEA, China's fleet of 4.5 million electric cars in 2020 was the largest in the world, it had the highest number of models available and the strongest charging infrastructure, and also dominated the commercial electric vehicle market.\nAnd Nio is going full throttle to become the market leader in China: In April, it corned 23% of China's all-electric SUV market, beating Tesla's 17% market share despite Tesla's Model Y grossing the highest sales in terms of units. Two among three of Nio's models, the ES6 and the EC6 came in second and third, respectively.\nNio isn't resting on its laurels and wants to give Tesla a run for its money by targeting the masses -- it will launch models under a new mass-market brand next year to compete with more affordable EVs lined up by Volkswagen's Audi and Toyota's Lexus. It's a big growth leap and could catapult Nio to new heights if can exploit its brand loyalty. Nio's branding efforts go beyond cars -- Nio owners can buy branded products and even experience company-owned coffee houses and co-working spaces.\nMost importantly, Nio's battery-as-a-service subscription is a solid competitive advantage as it gives buyers the option to buy cars without batteries for substantially lower costs and instead rent and swap batteries as and when required.\nWith Nio's orders hitting a record high in August and deliveries of its fourth model -- the mid-size sedan ET7 -- to start by early 2022, this is one of the best Chinese electric vehicle stocks you could buy right now.\nThis EV battery beast is also a Dividend Aristocrat\nWhether it's Ford, Nio or any other EV manufacturer, they all require lithium-ion batteries to power their cars. Albemarle (NYSE:ALB) is one of the world's largest lithium mining companies, and was in fact the world's largest supplier of battery-grade lithium for electric vehicles in 2020.\nAlbemarle recognized the EV market's potential early in the game when it acquired lithium giant Rockwood Holdings in 2015. In 2019, Albemarle struck a joint venture with Australia-based company Mineral Resources and acquired a 60% stake in its Wodgina mine. Wodgina has the world's largest hard rock lithium deposits.\nNot surprisingly, Albemarle is growing exponentially. It expects net sales to nearly double by 2026 from expected 2021 levels of $3.2 billion to $3.3 billion, and foresees adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) margins of 43% to 47% by 2026. This same company was projecting 2025 EBITDA margin of 32% to 34% in 2019.\nAlbemarle is also expanding aggressively outside the U.S. and targeting 40% to 45% revenue from China and 30% to 35% from rest of Asia by 2026. For perspective, China is expected to bring in just about 25% of its revenue in 2021.\nThose are some eye-popping growth numbers, and when you also consider that Albemarle is a rare EV Dividend Aristocrat with a 27-year streak of consecutive dividend increases, you know you have found a long-term winning stock.\nThis new EV stock on the block is addressing the biggest EV problem\nAs exciting as the future of electric cars sounds, their advent comes at a huge environmental cost: Lithium-ion batteries have a limited lifespan and therefore have to be replaced, giving rise to a global challenge. Enter Li-Cycle Holdings (NYSE:LICY), North America's largest battery recycler, founded in 2016.\nLi-Cycle operates a two-stage Spoke-and-Hub recycling model: It breaks down batteries at spokes and recovers lithium, cobalt, nickel, and manganese from them at Hubs to send the recovered material back to battery producers. Here's where the company stands now in terms of operations:\n\nIt commissioned its first Spoke facility in Ontario in 2017.\nIt opened a second one in Rochester, New York, in 2020.\nIts third Spoke facility in Arizona is expected to start early next year. It'll have an annual recycling capacity of 10,000 tons of lithium-ion batteries, double the capacity at each of its other two Spokes.\nIts first revenue-generating Hub in Rochester should be operational by 2023.\n\nDemand is so high that Li-Cycle has already planned a fourth Spoke in Alabama. By 2025, it expects to process 100,000 tons per year at Spokes and 220,000 tons to 240,000 tons per year at its Hub.\nIn the last quarter, Li-Cycle onboarded 14 new battery-supply customers, taking its total customer count to 70. Its revenue shot up 840% year over year to $1.7 million.\nRemember though, Li-Cycle is an early-stage, loss-making company that's already commanding a market capitalization of $1.8 billion. Yet that's how growth stocks behave, and if its growing customer and asset base is anything to go by, Li-Cycle could be a multibagger EV stock in the making for those who get in early.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804189901,"gmtCreate":1627945486103,"gmtModify":1631890159715,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804189901","repostId":"1107596279","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179660243,"gmtCreate":1626519215182,"gmtModify":1633926082221,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179660243","repostId":"2152168563","repostType":4,"repost":{"id":"2152168563","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":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1626489317,"share":"https://www.laohu8.com/m/news/2152168563?lang=&edition=full","pubTime":"2021-07-17 10:35","market":"hk","language":"en","title":"Pfizer Issues Voluntary Nationwide Recall For Twelve Lots Of Chantix Tablets Due To N-Nitroso Varenicline Content","url":"https://stock-news.laohu8.com/highlight/detail?id=2152168563","media":"T-Reuters","summary":"Pfizer Inc:Pfizer Issues A Voluntary Nationwide Recall For Twelve Lots Of Chantix (Varenicline) Tablets Due To N-Nitroso Varenicline Content.Wholesalers, Distributors With Existing Inventory Of The Lo","content":"<p>Pfizer Inc:Pfizer Issues A Voluntary Nationwide Recall For Twelve Lots Of Chantix® (Varenicline) Tablets Due To N-Nitroso Varenicline Content.Wholesalers, Distributors With Existing Inventory Of The Lots Should Stop Use & Distribution; Quarantine The Product Immediately.Pfizer-Recalling 2 Lots Of Chantix 0.5Mg, 2 Lots Of Chantix 1 Mg Tablets, 8 Lots Of Chantix Kit Of 0.5Mg/1 Mg Tablets Due To Presence Of Nitrosamine.Believes The Benefit/Risk Profile Of Chantix Remains Positive.To Date, Pfizer Has Not Received Any Reports Of Adverse Events That Have Been Related To This Recall.As Communicated By Fda, There Is No Immediate Risk To Patients Taking Chantix.Further Company Coverage:. ((Reuters.Briefs@Thomsonreuters.Com;)).</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>Pfizer Issues Voluntary Nationwide Recall For Twelve Lots Of Chantix Tablets Due To N-Nitroso Varenicline Content</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\">\nPfizer Issues Voluntary Nationwide Recall For Twelve Lots Of Chantix Tablets Due To N-Nitroso Varenicline Content\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-07-17 10:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Pfizer Inc:Pfizer Issues A Voluntary Nationwide Recall For Twelve Lots Of Chantix® (Varenicline) Tablets Due To N-Nitroso Varenicline Content.Wholesalers, Distributors With Existing Inventory Of The Lots Should Stop Use & Distribution; Quarantine The Product Immediately.Pfizer-Recalling 2 Lots Of Chantix 0.5Mg, 2 Lots Of Chantix 1 Mg Tablets, 8 Lots Of Chantix Kit Of 0.5Mg/1 Mg Tablets Due To Presence Of Nitrosamine.Believes The Benefit/Risk Profile Of Chantix Remains Positive.To Date, Pfizer Has Not Received Any Reports Of Adverse Events That Have Been Related To This Recall.As Communicated By Fda, There Is No Immediate Risk To Patients Taking Chantix.Further Company Coverage:. ((Reuters.Briefs@Thomsonreuters.Com;)).</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152168563","content_text":"Pfizer Inc:Pfizer Issues A Voluntary Nationwide Recall For Twelve Lots Of Chantix® (Varenicline) Tablets Due To N-Nitroso Varenicline Content.Wholesalers, Distributors With Existing Inventory Of The Lots Should Stop Use & Distribution; Quarantine The Product Immediately.Pfizer-Recalling 2 Lots Of Chantix 0.5Mg, 2 Lots Of Chantix 1 Mg Tablets, 8 Lots Of Chantix Kit Of 0.5Mg/1 Mg Tablets Due To Presence Of Nitrosamine.Believes The Benefit/Risk Profile Of Chantix Remains Positive.To Date, Pfizer Has Not Received Any Reports Of Adverse Events That Have Been Related To This Recall.As Communicated By Fda, There Is No Immediate Risk To Patients Taking Chantix.Further Company Coverage:. ((Reuters.Briefs@Thomsonreuters.Com;)).","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":852111052,"gmtCreate":1635251951250,"gmtModify":1635251951500,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/852111052","repostId":"1156565966","repostType":4,"repost":{"id":"1156565966","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":1635249959,"share":"https://www.laohu8.com/m/news/1156565966?lang=&edition=full","pubTime":"2021-10-26 20:05","market":"us","language":"en","title":"Toplines Before US Market Open on Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1156565966","media":"Tiger Newspress","summary":"The S&P 500 and Dow futures hit record highs on Tuesday as Facebook rose after its quarterly results","content":"<p>The S&P 500 and Dow futures hit record highs on Tuesday as Facebook rose after its quarterly results and a share buyback plan, turning the spotlight on its technology peers set to report later in the day.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were up 105 points, or 0.29%, S&P 500 E-minis were up 17.5 points, or 0.38% and Nasdaq 100 E-minis were up 92.5 points, or 0.6%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb006f479697feedafdacd9eafea4e55\" tg-width=\"687\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Earnings at S&P 500 companies are expected to grow 34.8% year-on-year for the third quarter, with market participants assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures.</p>\n<p>On the economic data front, consumer confidence data for October is due at 10 a.m. ET.</p>\n<p>Gains in economically sensitive industrials Boeing Co and Caterpillar Inc provided the biggest boost to futures tracking the blue-chip Dow .</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB) – Facebook gained 1.9% in the premarket after reporting mixed results for the second quarter. Facebook beat estimates by 3 cents a share, with quarterly earnings of $3.22 per share. Revenue missed, however, as ad sales growth slowed in the face of Apple’s(AAPL) new privacy restrictions.</p>\n<p><a href=\"https://laohu8.com/S/GE\">General Electric Co</a> (GE) – GE beat estimates by 14 cents a share, with quarterly profit of 57 cents per share. Revenue came in below analysts’ forecasts, however. The company also reported better-than-expected free cash flow. Its shares rose 1.4% in premarket trading.</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA) – Tesla remains on watch after the company passed the $1 trillion dollar mark in value during Monday’s trading. The stock is riding a 10-session win streak, but Tesla shares fell 0.4% in premarket trading.</p>\n<p><a href=\"https://laohu8.com/S/PII\">Polaris</a> (PII) – The recreational vehicle maker’s stock tumbled 5.9% in premarket action after the company cut its full-year outlook, hurt by supply chain constraints. Polaris matched estimates with quarterly earnings of $1.98 per share. Revenue fell short of consensus.</p>\n<p><a href=\"https://laohu8.com/S/UPS\">United Parcel Service Inc</a> (UPS) – UPS rallied 5% in the premarket following better-than-expected results. UPS reported quarterly earnings of $2.71 per share, 16 cents a share above estimates. Revenue also topped forecasts on strong e-commerce demand.</p>\n<p><a href=\"https://laohu8.com/S/GLW\">Corning</a> (GLW) – The glass and specialty materials maker fell 3.4% in the premarket after it reported that the automotive industry production slowdown impacted its quarterly results. Corning missed estimates by 2 cents a share, with quarterly earnings of 56 cents per share. Revenue also missed forecasts.</p>\n<p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a> (LLY) – The drugmaker’s shares gained 1% in premarket action despite a 4 cents a share quarterly earnings miss, with profit of $1.94 per share. Revenue beat forecasts, but Lilly spent more money during the quarter on research and development. The company also raised its full-year outlook.</p>\n<p><a href=\"https://laohu8.com/S/MMM\">3M</a> (MMM) – 3M reported quarterly earnings of $2.45 per share, compared to a consensus estimate of $2.20 a share. Revenue exceeded Street forecasts. 3M saw increased demand during the quarter for both its consumer and industrial segments.</p>\n<p><a href=\"https://laohu8.com/S/HAS\">Hasbro</a> (HAS) – Hasbrobeat consensus forecasts by 27 cents a share, with quarterly earnings of $1.96 per share. The toy maker’s revenue matched analysts’ projections. Hasbro warned that supply chain bottlenecks would hit holiday sales.</p>\n<p><a href=\"https://laohu8.com/S/REAL\">The RealReal</a> (REAL) – The online seller of secondhand luxury goods saw its stock jump 4.8% in the premarket after Raymond James upgraded the stock to “outperform” from “market perform.” Raymond James cites near-term revenue strength and the prospects for profitability growth.</p>\n<p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> (COIN) – The cryptocurrency exchange operator gained 2% in premarket trading after Citi began coverage of the stock with a “buy/high-risk” rating. Citi said the risk stems from exposure to the volatile crypto market but said the company will benefit from increasing adoption.</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>Toplines Before US Market Open on Tuesday</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\">\nToplines Before US Market Open on Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-26 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>The S&P 500 and Dow futures hit record highs on Tuesday as Facebook rose after its quarterly results and a share buyback plan, turning the spotlight on its technology peers set to report later in the day.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were up 105 points, or 0.29%, S&P 500 E-minis were up 17.5 points, or 0.38% and Nasdaq 100 E-minis were up 92.5 points, or 0.6%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb006f479697feedafdacd9eafea4e55\" tg-width=\"687\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Earnings at S&P 500 companies are expected to grow 34.8% year-on-year for the third quarter, with market participants assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures.</p>\n<p>On the economic data front, consumer confidence data for October is due at 10 a.m. ET.</p>\n<p>Gains in economically sensitive industrials Boeing Co and Caterpillar Inc provided the biggest boost to futures tracking the blue-chip Dow .</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB) – Facebook gained 1.9% in the premarket after reporting mixed results for the second quarter. Facebook beat estimates by 3 cents a share, with quarterly earnings of $3.22 per share. Revenue missed, however, as ad sales growth slowed in the face of Apple’s(AAPL) new privacy restrictions.</p>\n<p><a href=\"https://laohu8.com/S/GE\">General Electric Co</a> (GE) – GE beat estimates by 14 cents a share, with quarterly profit of 57 cents per share. Revenue came in below analysts’ forecasts, however. The company also reported better-than-expected free cash flow. Its shares rose 1.4% in premarket trading.</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> (TSLA) – Tesla remains on watch after the company passed the $1 trillion dollar mark in value during Monday’s trading. The stock is riding a 10-session win streak, but Tesla shares fell 0.4% in premarket trading.</p>\n<p><a href=\"https://laohu8.com/S/PII\">Polaris</a> (PII) – The recreational vehicle maker’s stock tumbled 5.9% in premarket action after the company cut its full-year outlook, hurt by supply chain constraints. Polaris matched estimates with quarterly earnings of $1.98 per share. Revenue fell short of consensus.</p>\n<p><a href=\"https://laohu8.com/S/UPS\">United Parcel Service Inc</a> (UPS) – UPS rallied 5% in the premarket following better-than-expected results. UPS reported quarterly earnings of $2.71 per share, 16 cents a share above estimates. Revenue also topped forecasts on strong e-commerce demand.</p>\n<p><a href=\"https://laohu8.com/S/GLW\">Corning</a> (GLW) – The glass and specialty materials maker fell 3.4% in the premarket after it reported that the automotive industry production slowdown impacted its quarterly results. Corning missed estimates by 2 cents a share, with quarterly earnings of 56 cents per share. Revenue also missed forecasts.</p>\n<p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a> (LLY) – The drugmaker’s shares gained 1% in premarket action despite a 4 cents a share quarterly earnings miss, with profit of $1.94 per share. Revenue beat forecasts, but Lilly spent more money during the quarter on research and development. The company also raised its full-year outlook.</p>\n<p><a href=\"https://laohu8.com/S/MMM\">3M</a> (MMM) – 3M reported quarterly earnings of $2.45 per share, compared to a consensus estimate of $2.20 a share. Revenue exceeded Street forecasts. 3M saw increased demand during the quarter for both its consumer and industrial segments.</p>\n<p><a href=\"https://laohu8.com/S/HAS\">Hasbro</a> (HAS) – Hasbrobeat consensus forecasts by 27 cents a share, with quarterly earnings of $1.96 per share. The toy maker’s revenue matched analysts’ projections. Hasbro warned that supply chain bottlenecks would hit holiday sales.</p>\n<p><a href=\"https://laohu8.com/S/REAL\">The RealReal</a> (REAL) – The online seller of secondhand luxury goods saw its stock jump 4.8% in the premarket after Raymond James upgraded the stock to “outperform” from “market perform.” Raymond James cites near-term revenue strength and the prospects for profitability growth.</p>\n<p><a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a> (COIN) – The cryptocurrency exchange operator gained 2% in premarket trading after Citi began coverage of the stock with a “buy/high-risk” rating. Citi said the risk stems from exposure to the volatile crypto market but said the company will benefit from increasing adoption.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156565966","content_text":"The S&P 500 and Dow futures hit record highs on Tuesday as Facebook rose after its quarterly results and a share buyback plan, turning the spotlight on its technology peers set to report later in the day.\nAt 8:05 a.m. ET, Dow E-minis were up 105 points, or 0.29%, S&P 500 E-minis were up 17.5 points, or 0.38% and Nasdaq 100 E-minis were up 92.5 points, or 0.6%.\n*Source From Tiger Trade, EST 08:05\nEarnings at S&P 500 companies are expected to grow 34.8% year-on-year for the third quarter, with market participants assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures.\nOn the economic data front, consumer confidence data for October is due at 10 a.m. ET.\nGains in economically sensitive industrials Boeing Co and Caterpillar Inc provided the biggest boost to futures tracking the blue-chip Dow .\nStocks making the biggest moves in the premarket:\nFacebook (FB) – Facebook gained 1.9% in the premarket after reporting mixed results for the second quarter. Facebook beat estimates by 3 cents a share, with quarterly earnings of $3.22 per share. Revenue missed, however, as ad sales growth slowed in the face of Apple’s(AAPL) new privacy restrictions.\nGeneral Electric Co (GE) – GE beat estimates by 14 cents a share, with quarterly profit of 57 cents per share. Revenue came in below analysts’ forecasts, however. The company also reported better-than-expected free cash flow. Its shares rose 1.4% in premarket trading.\nTesla Motors (TSLA) – Tesla remains on watch after the company passed the $1 trillion dollar mark in value during Monday’s trading. The stock is riding a 10-session win streak, but Tesla shares fell 0.4% in premarket trading.\nPolaris (PII) – The recreational vehicle maker’s stock tumbled 5.9% in premarket action after the company cut its full-year outlook, hurt by supply chain constraints. Polaris matched estimates with quarterly earnings of $1.98 per share. Revenue fell short of consensus.\nUnited Parcel Service Inc (UPS) – UPS rallied 5% in the premarket following better-than-expected results. UPS reported quarterly earnings of $2.71 per share, 16 cents a share above estimates. Revenue also topped forecasts on strong e-commerce demand.\nCorning (GLW) – The glass and specialty materials maker fell 3.4% in the premarket after it reported that the automotive industry production slowdown impacted its quarterly results. Corning missed estimates by 2 cents a share, with quarterly earnings of 56 cents per share. Revenue also missed forecasts.\nEli Lilly (LLY) – The drugmaker’s shares gained 1% in premarket action despite a 4 cents a share quarterly earnings miss, with profit of $1.94 per share. Revenue beat forecasts, but Lilly spent more money during the quarter on research and development. The company also raised its full-year outlook.\n3M (MMM) – 3M reported quarterly earnings of $2.45 per share, compared to a consensus estimate of $2.20 a share. Revenue exceeded Street forecasts. 3M saw increased demand during the quarter for both its consumer and industrial segments.\nHasbro (HAS) – Hasbrobeat consensus forecasts by 27 cents a share, with quarterly earnings of $1.96 per share. The toy maker’s revenue matched analysts’ projections. Hasbro warned that supply chain bottlenecks would hit holiday sales.\nThe RealReal (REAL) – The online seller of secondhand luxury goods saw its stock jump 4.8% in the premarket after Raymond James upgraded the stock to “outperform” from “market perform.” Raymond James cites near-term revenue strength and the prospects for profitability growth.\nCoinbase Global, Inc. (COIN) – The cryptocurrency exchange operator gained 2% in premarket trading after Citi began coverage of the stock with a “buy/high-risk” rating. Citi said the risk stems from exposure to the volatile crypto market but said the company will benefit from increasing adoption.","news_type":1},"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826957081,"gmtCreate":1633967858653,"gmtModify":1633967858738,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/826957081","repostId":"2174909058","repostType":4,"repost":{"id":"2174909058","pubTimestamp":1633952599,"share":"https://www.laohu8.com/m/news/2174909058?lang=&edition=full","pubTime":"2021-10-11 19:43","market":"us","language":"en","title":"2 Dow Stocks to Buy Hand Over Fist and 1 to Avoid in the Fourth Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2174909058","media":"Motley Fool","summary":"The world's most iconic stock index is harboring two amazing values, as well as one widely owned stock that's best avoided.","content":"<p>For more than 125 years, the <b>Dow Jones Industrial Average</b> (DJINDICES:^DJI) has been a barometer of the stock market's health.</p>\n<p>Though it began as a 12-company index back in May 1896, it's now comprised of 30 highly profitable, multinational companies from a broad spectrum of sectors and industries. While the Dow Jones is itself a flawed index -- it's share price-weighted, rather than market cap-weighted -- it nevertheless continues to motor higher over time, and therefore draws plenty of attention from Wall Street and investors.</p>\n<p>Among its 30 components are two Dow stocks investors can buy hand over fist in the fourth quarter, along with one widely held company that might be best off avoided to end the year.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645875%2Fnyse-wall-street-trading-new-york-financial-stock-market-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"484\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Buy this Dow stock: <a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>If there's one Dow stock I'd strongly encourage investors to dig into in the fourth quarter, and well beyond for that matter, it's cloud-based customer relationship management (CRM) software solutions provider <b>Salesforce.com</b> (NYSE:CRM).</p>\n<p>Without getting overly technical, CRM software is used by consumer-facing businesses to enhance existing customer relationships and boost sales. Beyond just logging and accessing customer data in real-time, it can be used to oversee online marketing campaigns and run predictive analyses to determine which customers might be the likeliest to purchase new products or services. While the service industry has long been the most-logical purveyor of CRM solutions, we're witnessing nontraditional sectors and industries adopting it.</p>\n<p>Cloud-based CRM software sales are expected to grow by an annualized double-digit percentage through at least mid-decade, and Salesforce finds itself at the top of the mountain in this high-growth trend. When the curtain closed on 2020, Salesforce was responsible for 19.5% of all global CRM spending, according to IDC. By comparison, the No.'s 2 through 5 in worldwide share didn't even add up to Salesforce's share of the landscape. While anything is possible in the tech space, this market share lead looks practically insurmountable for the foreseeable future.</p>\n<p>CEO Marc Benioff also deserves heaps of praise for successfully executing a number of earnings-accretive acquisitions. The buyouts of MuleSoft, Tableau, and <a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a> have all expanded the Salesforce ecosystem and broadened its appeal to the small-and-medium-sized businesses that make it tick.</p>\n<p>Between organic growth potential and a steady diet of acquisitions, Benioff is forecasting $50 billion in full-year sales by fiscal 2026. That'd be up from a reported $21.3 billion in fiscal 2021. Mega-cap stocks rarely grow at such speed, which is why Salesforce is such an intriguing buy for the fourth quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645875%2Fpharmacist-dispensing-drugs-patient-cost-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Buy this Dow stock: <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2>\n<p>A second Dow stock to buy hand over fist in the fourth quarter is pharmacy chain <b>Walgreens Boots Alliance</b> (NASDAQ:WBA).</p>\n<p>Generally, healthcare stocks are impervious to economic hiccups. Since we don't get to choose when we get sick or what ailment(s) we develop, there's a relatively constant demand for drugs, devices, and healthcare services in any economic environment. Pharmacy chains like Walgreens proved the exception to this rule during the pandemic. Since pharmacies are reliant on foot traffic into their stores, the coronavirus put a financial hurting on the entire industry. The good news, though, is this short-term pain is now in the rearview mirror.</p>\n<p>What should drive Walgreens' valuation higher is the multipoint turnaround plan that was put into motion more than a year ago. As you might expect, management is working on improving overall operating efficiency, which means cutting costs where it makes sense to do so. By the end of fiscal 2022, Walgreens Boots Alliance should be recognizing annual cost-savings of more than $2 billion.</p>\n<p>However, the company has been spending aggressively in other areas. In particular, there's a big focus on digitization. The pandemic was a stern reminder that direct-to-consumer sales need to be a focus, even for an industry that's long relied on its brick-and-mortar locations to drive results. Despite accounting for only a small percentage of total sales, online revenue can be a consistent double-digit growth opportunity moving forward.</p>\n<p>Also, don't overlook the July 2020 announcement that Walgreens is partnering with VillageMD to open up to 700 full-service clinics co-located in Walgreens' stores in over 30 U.S. markets. The key differentiator here is \"full-service\" clinics. With physician-staffed clinics, the expectation is this move will draw in repeat business and kick-start growth opportunities for Walgreens' higher-margin pharmacy.</p>\n<p>With a forward price-to-earnings ratio of about 9 and a 4.1% yield, Walgreens Boots Alliance is the value stock you don't want to pass up in Q4.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F645875%2Faapl-ny-team-members-iphone-11.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Apple.</span></p>\n<h2>Avoid this Dow stock: Apple</h2>\n<p>On the other hand, one widely owned Dow stock that might be best avoided in the fourth quarter is innovation kingpin <b>Apple</b> (NASDAQ:AAPL). Keep in mind that when I say \"avoid,\" I'm not suggesting folks sell their existing shares in the company. Rather, I foresee Apple encountering a handful of short-term headwinds that could temporarily weigh on its valuation.</p>\n<p>As many of you know, Apple does a lot of things right. It's no fluke that it's the most-valuable publicly traded company. Apple has exceptionally strong global brand recognition, and its iPhone is the most-popular smartphone purchased in the United States. If you need further evidence of Apple's lure, just take a gander at the lines wrapping around Apple's stores anytime a new product makes its debut.</p>\n<p>However, the world's most-valuable company is also up against some extremely difficult year-over-year comps for its top-selling product, the iPhone. Last year, Apple introduced its first 5G-capable smartphone, and the device flew off store shelves quicker than Wall Street could blink. The company generated record sales from its flagship product amid consumers' desire to upgrade their devices to take advantage of faster download speeds.</p>\n<p>The recently unveiled iPhone 13 only offered modest changes from its predecessor. While there are new colors to choose from, along with a faster processing chip and a higher-quality camera, the leap from iPhone 12 to iPhone 13 isn't nearly as groundbreaking as what we saw last year. Apple is probably going to have a very hard time meeting or surpassing last year's iPhone sales figures.</p>\n<p>The other issue is the growing likelihood that Democrats on Capitol Hill will pass a large infrastructure bill that'll increase peak marginal corporate income tax rates. Currently peaking at 21%, the corporate income tax rate is expected to land anywhere between 25% and 28% to pay for the ambitious infrastructure bill. Normally, a modestly higher corporate tax rate could be swept under the rug. But with Apple's earnings per share expected to be virtually stagnant in fiscal 2022, any tax reform could send its bottom line into reverse. Since Apple isn't particularly inexpensive, a lack of earnings growth could weigh on its valuation.</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 Dow Stocks to Buy Hand Over Fist and 1 to Avoid in the Fourth Quarter</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 Dow Stocks to Buy Hand Over Fist and 1 to Avoid in the Fourth Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 19:43 GMT+8 <a href=https://www.fool.com/investing/2021/10/11/2-dow-stocks-to-buy-and-1-to-avoid-fourth-quarter/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For more than 125 years, the Dow Jones Industrial Average (DJINDICES:^DJI) has been a barometer of the stock market's health.\nThough it began as a 12-company index back in May 1896, it's now comprised...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/11/2-dow-stocks-to-buy-and-1-to-avoid-fourth-quarter/\">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","CRM":"赛富时","WBA":"沃尔格林联合博姿"},"source_url":"https://www.fool.com/investing/2021/10/11/2-dow-stocks-to-buy-and-1-to-avoid-fourth-quarter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174909058","content_text":"For more than 125 years, the Dow Jones Industrial Average (DJINDICES:^DJI) has been a barometer of the stock market's health.\nThough it began as a 12-company index back in May 1896, it's now comprised of 30 highly profitable, multinational companies from a broad spectrum of sectors and industries. While the Dow Jones is itself a flawed index -- it's share price-weighted, rather than market cap-weighted -- it nevertheless continues to motor higher over time, and therefore draws plenty of attention from Wall Street and investors.\nAmong its 30 components are two Dow stocks investors can buy hand over fist in the fourth quarter, along with one widely held company that might be best off avoided to end the year.\nImage source: Getty Images.\nBuy this Dow stock: Salesforce\nIf there's one Dow stock I'd strongly encourage investors to dig into in the fourth quarter, and well beyond for that matter, it's cloud-based customer relationship management (CRM) software solutions provider Salesforce.com (NYSE:CRM).\nWithout getting overly technical, CRM software is used by consumer-facing businesses to enhance existing customer relationships and boost sales. Beyond just logging and accessing customer data in real-time, it can be used to oversee online marketing campaigns and run predictive analyses to determine which customers might be the likeliest to purchase new products or services. While the service industry has long been the most-logical purveyor of CRM solutions, we're witnessing nontraditional sectors and industries adopting it.\nCloud-based CRM software sales are expected to grow by an annualized double-digit percentage through at least mid-decade, and Salesforce finds itself at the top of the mountain in this high-growth trend. When the curtain closed on 2020, Salesforce was responsible for 19.5% of all global CRM spending, according to IDC. By comparison, the No.'s 2 through 5 in worldwide share didn't even add up to Salesforce's share of the landscape. While anything is possible in the tech space, this market share lead looks practically insurmountable for the foreseeable future.\nCEO Marc Benioff also deserves heaps of praise for successfully executing a number of earnings-accretive acquisitions. The buyouts of MuleSoft, Tableau, and Slack Technologies have all expanded the Salesforce ecosystem and broadened its appeal to the small-and-medium-sized businesses that make it tick.\nBetween organic growth potential and a steady diet of acquisitions, Benioff is forecasting $50 billion in full-year sales by fiscal 2026. That'd be up from a reported $21.3 billion in fiscal 2021. Mega-cap stocks rarely grow at such speed, which is why Salesforce is such an intriguing buy for the fourth quarter.\nImage source: Getty Images.\nBuy this Dow stock: Walgreens Boots Alliance\nA second Dow stock to buy hand over fist in the fourth quarter is pharmacy chain Walgreens Boots Alliance (NASDAQ:WBA).\nGenerally, healthcare stocks are impervious to economic hiccups. Since we don't get to choose when we get sick or what ailment(s) we develop, there's a relatively constant demand for drugs, devices, and healthcare services in any economic environment. Pharmacy chains like Walgreens proved the exception to this rule during the pandemic. Since pharmacies are reliant on foot traffic into their stores, the coronavirus put a financial hurting on the entire industry. The good news, though, is this short-term pain is now in the rearview mirror.\nWhat should drive Walgreens' valuation higher is the multipoint turnaround plan that was put into motion more than a year ago. As you might expect, management is working on improving overall operating efficiency, which means cutting costs where it makes sense to do so. By the end of fiscal 2022, Walgreens Boots Alliance should be recognizing annual cost-savings of more than $2 billion.\nHowever, the company has been spending aggressively in other areas. In particular, there's a big focus on digitization. The pandemic was a stern reminder that direct-to-consumer sales need to be a focus, even for an industry that's long relied on its brick-and-mortar locations to drive results. Despite accounting for only a small percentage of total sales, online revenue can be a consistent double-digit growth opportunity moving forward.\nAlso, don't overlook the July 2020 announcement that Walgreens is partnering with VillageMD to open up to 700 full-service clinics co-located in Walgreens' stores in over 30 U.S. markets. The key differentiator here is \"full-service\" clinics. With physician-staffed clinics, the expectation is this move will draw in repeat business and kick-start growth opportunities for Walgreens' higher-margin pharmacy.\nWith a forward price-to-earnings ratio of about 9 and a 4.1% yield, Walgreens Boots Alliance is the value stock you don't want to pass up in Q4.\nImage source: Apple.\nAvoid this Dow stock: Apple\nOn the other hand, one widely owned Dow stock that might be best avoided in the fourth quarter is innovation kingpin Apple (NASDAQ:AAPL). Keep in mind that when I say \"avoid,\" I'm not suggesting folks sell their existing shares in the company. Rather, I foresee Apple encountering a handful of short-term headwinds that could temporarily weigh on its valuation.\nAs many of you know, Apple does a lot of things right. It's no fluke that it's the most-valuable publicly traded company. Apple has exceptionally strong global brand recognition, and its iPhone is the most-popular smartphone purchased in the United States. If you need further evidence of Apple's lure, just take a gander at the lines wrapping around Apple's stores anytime a new product makes its debut.\nHowever, the world's most-valuable company is also up against some extremely difficult year-over-year comps for its top-selling product, the iPhone. Last year, Apple introduced its first 5G-capable smartphone, and the device flew off store shelves quicker than Wall Street could blink. The company generated record sales from its flagship product amid consumers' desire to upgrade their devices to take advantage of faster download speeds.\nThe recently unveiled iPhone 13 only offered modest changes from its predecessor. While there are new colors to choose from, along with a faster processing chip and a higher-quality camera, the leap from iPhone 12 to iPhone 13 isn't nearly as groundbreaking as what we saw last year. Apple is probably going to have a very hard time meeting or surpassing last year's iPhone sales figures.\nThe other issue is the growing likelihood that Democrats on Capitol Hill will pass a large infrastructure bill that'll increase peak marginal corporate income tax rates. Currently peaking at 21%, the corporate income tax rate is expected to land anywhere between 25% and 28% to pay for the ambitious infrastructure bill. Normally, a modestly higher corporate tax rate could be swept under the rug. But with Apple's earnings per share expected to be virtually stagnant in fiscal 2022, any tax reform could send its bottom line into reverse. Since Apple isn't particularly inexpensive, a lack of earnings growth could weigh on its valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865849519,"gmtCreate":1632969901682,"gmtModify":1632970000266,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"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/865849519","repostId":"1104172212","repostType":4,"repost":{"id":"1104172212","pubTimestamp":1632965278,"share":"https://www.laohu8.com/m/news/1104172212?lang=&edition=full","pubTime":"2021-09-30 09:27","market":"us","language":"en","title":"2021 Global Market Outlook - Q4 Update: Growing Pains","url":"https://stock-news.laohu8.com/highlight/detail?id=1104172212","media":"seekingalpha","summary":"Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double","content":"<p><b>Summary</b></p>\n<ul>\n <li>The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.</li>\n <li>The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor.</li>\n <li>The key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter.</li>\n</ul>\n<p>The COVID-19 delta variant, inflation and central bank tapering are unnerving investors. <b>We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening. Amid this backdrop, our outlook favors equities over bonds, the value factor over the growth factor and non-U.S. stocks over U.S. stocks.</b></p>\n<p><b>Introduction</b></p>\n<p>The post-lockdown recovery has transitioned from energetic youthfulness to awkward adolescence. It’s still growing, although at a slower pace, and there are worries about what happens next, particularly about monetary policy and the outlook for inflation. Theinflation spikehas been larger than expected, but we still think it istransitory, caused by base effects from when the U.S. consumer price index (CPI) fell during the lockdown last year and by temporary supply bottlenecks. Inflation may remain high over the remainder of 2021 but should decline in early 2022. This means that even though the U.S. Federal Reserve (Fed) is likely to begin tapering back on asset purchases before the end of the year, rate hikes are unlikely before the second half of 2023.</p>\n<p>Another worry is thehighly contagious COVID-19 delta variant. The evidence so far is that vaccines are effective in preventing serious COVID-19 infections. Vaccination rates are accelerating globally, and emerging economies are catching up with developed markets. Infection rates appear to have peaked globally in early September. This means the reopening of economies should continue over the remainder of 2021. The onset of winter in the northern hemisphere will be a test, but the rollout of booster vaccination shots should help prevent widescale renewed lockdowns.</p>\n<p>The conclusions from our cycle, value and sentiment (CVS) investment decision-making process are broadly unchanged from our previous quarterly report. Global equities remain expensive, with the very expensive U.S. market offsetting better value elsewhere. Sentiment is slightly overbought, but not close to dangerous levels of euphoria. The strong cycle delivers a preference for equities over bonds for at least the next 12 months, despite expensive valuations. It also reinforces our preference for thevalue equity factor over the growth factorand for non-U.S. equities to outperform the U.S. market.</p>\n<p><b>Cycle still in recovery phase</b></p>\n<p>The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. Even so, we think the cycle is still in the recovery phase, although it is maturing. Despite strong growth, there is plenty of spare capacity. This can be seen in the employment-to-population ratio for prime-age workers in the United States. The chart below shows the ratio has recovered from the pandemic lows, but only to levels reached during the relatively mild recessions in the early 1990s and 2000s. We expect theU.S. labor-market recoveryshould still resemble a typical post-recession recovery over the next few quarters.</p>\n<p><b>U.S. EMPLOYMENT-POPULATION RATIO FOR PRIME-AGE WORKERS</b></p>\n<p><img src=\"https://static.tigerbbs.com/28a91fe2991463e2285879c32cb1b8c7\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>The U.S. recovery, however, is more advanced than that of other developed economies. The following chart shows how far GDP has recovered, relative to the pre-COVID-19 peak in 2019. GDP is 0.8% higher in the U.S., although this level is still short relative to the pre-COVID-19 trend. GDP is 2.5% below 2019 levels in the euro area and 4.5% below in the United Kingdom. We expect more cyclical upside for economic growth outside the U.S., and this should allow market leadership to rotate toward the rest of the world.</p>\n<p><b>GDP IN Q2 2021 RELATIVE TO PRE-COVID-19 PEAK IN 2019</b></p>\n<p><img src=\"https://static.tigerbbs.com/577d1b96aef08b71c9bdb6665a21b2ac\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Two key indicators</b></p>\n<p>Last quarter, we listed two indicators that should offer a guide to the Fed’s expected reaction to the inflation spike.</p>\n<p>The first is five-year/five-year breakeven inflation expectations, based on the pricing of Treasury Inflation Protected Securities (TIPS). This is the market’s forecast for average inflation over five years in five years’ time. It tells us that investors expect inflation will average 2.17% in the five years from late 2026 to late 2031. The TIPS yields are based on the CPI, while the Fed targets inflation as measured by the personal consumption expenditure (PCE) deflator. The two move together over time, but CPI inflation is generally around 0.25% higher than PCE inflation. A breakeven rate of 2.75% would suggest the market sees PCE inflation above 2.5% in five years’ time. Market inflation expectations are currently comfortably below the Fed’s worry point.</p>\n<p><b>WATCHPOINT INDICATOR #1: U.S. 5-YEAR/5-YEAR BREAKEVEN INFLATION RATE</b></p>\n<p><img src=\"https://static.tigerbbs.com/13f3cf57b58f600fe6681e9015779e85\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>The second indicator is the Atlanta Fed’s Wage Growth Tracker, and this has a less-comforting message about inflation risks. It reached 3.9% in August, which isclose to the 4% thresholdwhere we judge that the Fed will become concerned about the inflationary impact on the growth of wages. A breakdown shows that the spike has been mostly driven by wages for low-skilled, young people in the leisure and hospitality industry. This suggests the surge has been caused by temporary labor supply shortages and that wage pressures should subside as economic activity normalizes. This indicator, however, will be an important watchpoint over the next few months.</p>\n<p><b>WATCHPOINT INDICATOR #2: ATLANTA FED WAGE GROWTH TRACKER</b></p>\n<p><img src=\"https://static.tigerbbs.com/a1d3ff1ca26f6d29a28f919c65531c9a\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Reopening trade still makes sense</b></p>\n<p>The reopening trade, which lifts long-term interest rates and favors cyclical and value stocks over technology and growth stocks, worked well for several months following the vaccine announcement last November. Value outperformed growth and yield curves steepened. The trade has reversed in recent months, however, amid fears that the delta variant might derail the economic recovery. The impact has been magnified by short covering in bond markets as investors, who have been short or underweight, have been forced by the rally to buy back into the market, pushing bond yields even lower.</p>\n<p>The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor. Financial stocks comprise the largest sector in the MSCI World Value Index, and they should benefit from further yield-curve steepening, which boosts the profitability of banks. Long-term interest rates should rise as global growth remains above trend, delta-variant fears fade, the short squeeze unwinds and central banks begin tapering back on bond purchases.</p>\n<p>The rotation in economic growth leadership away from the United States should also help the reopening trade. The rest of the world is overweight cyclical value stocks relative to the U.S., which has a higher weight to technology stocks.</p>\n<p>Emerging market (EM) equities have been poor performers since the vaccine announcement, but there are some encouraging signs. Initially, they were held back by the exposure to technology stocks in the MSCI Emerging Markets Index and the slow rollout of COVID-19 vaccines. More recently, they have come under pressure from the slowdown in the Chinese economy and theregulatory crackdown on Chinese tech companies. The vaccine rollout across emerging markets has accelerated and policy easing in China should soon improve the growth outlook. The path of Chinese regulation is harder to predict, but it is now largely priced in, with Chinese technology companies underperforming their global peers by nearly 50% from February 2021 through mid-September.</p>\n<p>The resumption of the reopening trade should also result in U.S. dollar weakness. The U.S. Dollar Index (DXY) has traded sideways since the vaccine announcement. It should weaken once investors have confidence that delta-variant risks are subsiding and realize that the Fed is likely to remain dovish as inflation risks decline. The dollar typically gains during global downturns and declines in the recovery phase. Dollar weakness should support the performance of non-U.S. markets, particularly emerging markets.</p>\n<p><b>Risks: variants, inflation, China weakness</b></p>\n<p>The key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter. The evidence so far is that vaccinations are highly effective in preventing serious illness. In Israel, booster shots appear to have slowed the rate of new cases.</p>\n<p>Another watchpoint is inflation and the response of central banks. Our expectation is that this year’s inflation spike is mostly transitory and that the major central banks, led by the Fed, are still two years from raising interest rates.</p>\n<p>Finally, there is the risk of a sharper-than-expected slowdown in China.Credit growth has slowed this yearand the purchasing managers’ indexes (PMI) have trended lower. Monetary and fiscal policy have been eased, however, and senior officials have signaled that more stimulus is on the way. China policy direction and credit trends will be an important watchpoint over coming months.</p>\n<p><b>Regional snapshotsUnited States</b></p>\n<p>The U.S. economy is likely to sustain above-trend growth into 2022. However, the easiest gains appear in the rear-view mirror at the end of the third quarter as the recovery phase of the business cycle matures. This is most visible for corporate earnings, where S&P 500® Index earnings-per-share already sit 20% above their previous cyclical high.</p>\n<p>Strong fundamentals have helped power the stock market to new highs. Early evidence that the delta-variant wave may be fading and the potential for greater vaccine access for children are positives for a more complete recovery in the quarters ahead. The Fedlooks poised to start tapering its asset purchasesaround the end of 2021. The timing of the first rate hike will then hinge on what happens to inflation next year. Our models suggest that inflation is likely to drop back below the Fed’s 2% target in 2022. If that is correct, the Fed is likely to remain on hold into the second half of 2023.</p>\n<p>Wage inflation is a key risk to this view. It is running unusually strong for this stage of the cycle, and record hiring intentions from businesses could exhaust spare capacity in the year ahead. We expect the 10-year U.S. Treasury yield to rise moderately from 1.37% in mid-September to 1.75% in coming months.</p>\n<p>Fiscal stimulus negotiations continue to grab headlines in Washington, D.C. Thetax provisions in these billsare likely to be the most impactful for financial markets. We estimate thathigher corporate taxescould subtract about four percentage points from S&P 500 earnings growth in 2022. This could create volatility and opportunity in markets. Given our strong cyclical outlook, our bias continues to be a<i>risk-on</i>preference for equities over bonds for the medium-term.</p>\n<p><b>Eurozone</b></p>\n<p>Euro area growthslowed through the third quarter but looks on track for a return to above-trend growth over the fourth quarter and into 2022. Vaccination rates are high, and the euro area has more catch-up potential than other major economies, particularly the United States. The euro area is also set to receive more fiscal support than other regions, with the European Union’s pandemic recovery fund only just starting to disburse stimulus, which will provide significant support in southern Europe. Polls in advance of Germany’s federal election on Sept. 26 suggested the electorate was moving toward the political left, which means the new government is likely to support expansionary fiscal policy and a continued dovish stance by the European Central Bank (ECB).</p>\n<p>The MSCI EMU Index, which reflects the European Economic and Monetary Union, has performed broadly in line with the S&P 500 so far in 2021. We think it has potential to outperform in coming quarters. Europe’s exposure to financials and cyclically sensitive sectors such as industrials, materials and energy, and its relatively small exposure to technology, gives it the potential to outperform as delta-variant fears subside, economic activity picks up and yield curves in Europe steepen.</p>\n<p><b>United Kingdom</b></p>\n<p>As of mid-year, UK GDP was still nearly 4.5% below its pre-pandemic peak. We see plenty of scope for strong catch-up growth as borders are fully reopened and activity normalizes. Supply bottlenecks and labor shortages have triggered a sharp rise in underlying inflation and created concerns that the Bank of England (BoE) may start rate hikes in the first half of 2022. We think the BoE is unlikely to be that aggressive. We expect inflation to decline in early 2022 as supply constraints ease, which should convince the BoE to delay rate hikes.</p>\n<p>The FTSE 100 Index is the cheapest of the major developed equity markets in late 2021, and this should help it reflect higher returns than other markets over the next decade. Around 70% of UK corporate earnings come from offshore, so one near-term risk is that further strengthening of British sterling dampens earnings growth. The other risks are mostly around policy missteps, for example, early tightening by the Bank of England.</p>\n<p><b>Japan</b></p>\n<p>The Japanese economy is expected to get a shot in the arm as rising vaccination rates improve mobility and reduce the risk of further lockdowns, and as political leadership changes result in more fiscal stimulus: the Japanese election is due to be held before Nov. 28. Japanese equities look slightly more expensive than other regions such as the UK and Europe. We maintain our view that the Bank of Japan will significantly lag other central banks in normalizing policy.</p>\n<p><b>China</b></p>\n<p>We expect Chinese economic growth to berobust over the next 12 months, supported by a post-lockdown jump in consumer spending and incremental fiscal and monetary easing. Despite a big improvement in vaccination rates,COVID-19 outbreaks remain a riskgiven the Chinese government’s zero-tolerance approach. The major consumer technology companies have seen significant drops in stock prices recently due to more aggressive regulation. Some uncertainty remains around thepath of future regulation, especially as it relates to technology companies, and as a result we expect investors will remain cautious on Chinese equities in the coming months. The property market, particularly property developers as recently highlighted by Evergrande’s debt crisis, remains a risk that we are monitoring closely.</p>\n<p><b>Canada</b></p>\n<p>Canada leads the G71countries in terms of the vaccination rollout, which should minimize the risk of large-scale lockdowns over winter. The delta variant has taken an economic toll, however, with industry consensus projections now predicting 5% GDP growth in 2021 versus estimates of more than 6% just three months ago. Even so, growth remains above-trend and the odds of additional fiscal expenditures to support the economy have increased. This means that weaker growth due to COVID-19 is unlikely to change the Bank of Canada's (BoC) tightening bias.</p>\n<p>Tapering of asset purchasesshould be complete by the end of the first quarter of 2022. BoC Governor Tiff Macklem has indicated that the reinvestment phase of the bonds held by the central bank will commence once quantitative easing has ended. This should generate an estimated C$1 billion in weekly bond purchases, down from the current pace of C$2 billion. The BoC will likely only consider shrinking its balance sheet after it has started lifting interest rates. The BoC projects that the output gap will close sometime over the second half of 2022, and that rate hikes will be considered after economic slack has disappeared. We believe that the timeline may be a tad aggressive, and a delay to 2023 for liftoff is more likely. This would better align the Canadian central bank with its American counterpart.</p>\n<p><b>Australia/New Zealand</b></p>\n<p>The Australian economy is set to return to life, with lockdowns likely to be eased in October and November. Consumer and business balance sheets continue to look healthy, which should facilitate a strong recovery. The reopening of the international border in 2022 will provide a further boost. Fiscal policy has supported the economy through the downturn, and there is potential for further stimulus in the lead-up to the federal election, which is due before the end of 2022. The Reserve Bank of Australia has begun the process of tapering its bond-purchase program, but we expect that a rise in the cash rate is unlikely until at least the second half of 2023.</p>\n<p>New Zealand’s most recent lockdown will drag on Q3 GDP, but similar to Australia, we expect a solid rebound as the economy reopens. The government aims to provide a vaccine to all adults by the end of 2021, after which borders will gradually reopen. This will provide a boost, particularly to tourism-exposed sectors. Despite having recently put off hiking interest rates due to the recent lockdown, we expect the Reserve Bank of New Zealand will start raising rates this year. Even though they have significantly underperformed global equities this year, New Zealand equities still screen as relatively expensive compared to other regions.</p>\n<p><b>Asset-class preferences</b></p>\n<p>Our cycle, value and sentiment investment decision-making process in late September 2021 has a moderately positive medium-term view on global equities. Value is expensive across most markets except for UK equities, which are near fair value. The cycle is risk-asset supportive for the medium-term. The major economies still have spare capacity and inflation pressures appear transitory, caused by COVID-19-related supply shortages. Rate hikes by the U.S. Fed seem unlikely before the second half of 2023. Sentiment, after reaching overbought levels earlier in the year, has returned to more neutral levels.</p>\n<p><b>COMPOSITE CONTRARIAN INDICATOR: SENTIMENT SHIFTS TOWARD NEUTRAL</b></p>\n<p><img src=\"https://static.tigerbbs.com/5c527955abbc9e770d200c1d709f80d8\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>We prefer<b>non-U.S. equities</b>to U.S. equities. Stronger economic growth and steeper yield curves after the third-quarter slowdown should favor undervalued cyclical value stocks over expensive technology and growth stocks. Relative to the U.S., the rest of the world is overweight cyclical value stocks.</li>\n <li><b>Emerging markets equities</b>have been relatively poor performers this year, but there are some encouraging signs. The vaccine rollout across EM has accelerated and policy easing in China should soon boost the economic growth outlook.China’s regulatory crackdownhas caused significant underperformance by Chinese technology companies, but this should be less of a headwind going forward now that it is priced in.</li>\n <li><b>High yield</b>and<b>investment grade credit</b>are expensive on a spread basis but have support from a positive cycle view that accommodates corporate profit growth and keeps default rates low. U.S. dollar-denominated<b>emerging markets debt</b>is close to fair value in spread terms and will gain support on U.S. dollar weakness.</li>\n <li><b>Government bonds</b>are expensive, and yields should come under upward pressure as output gaps close and central banks look to taper back asset purchases. We expect the 10-year U.S. Treasury yield to rise toward 1.75% in coming months.</li>\n <li><b>Real assets</b>: Real Estate Investment Trusts (REITs) have significantly outperformed Global Listed Infrastructure (GLI) so far this year, to the extent that REITS are now expensive relative to GLI. Both should benefit from the pandemic recovery, but GLI has some catch-up potential. GLI should benefit from the global re-opening boosting domestic and international travel.<b>Commodities</b>have been the best-performing asset class this year amid strong demand and supply bottlenecks. The gains have been led by industrial metals and energy. The pace of increase should ease as supply issues are resolved, butcommodities should retain supportfrom above-trend global demand.</li>\n <li>The<b>U.S. dollar</b>has been supported this year by expectations for early Fed tightening and U.S. economic growth leadership. It should weaken as global growth leadership rotates away from the U.S. and toward Europe and other developed economies. The dollar typically gains during global downturns and declines in the recovery phase. The main beneficiary is likely to be the<b>euro</b>, which is still undervalued. We also believe<b>British sterling</b>and the economically sensitive<i>commodity currencies</i>—the<b>Australian dollar</b>, the<b>New Zealand dollar</b>and the<b>Canadian dollar</b>—can make further gains, although these currencies are not undervalued from a longer-term perspective.</li>\n</ul>\n<p><b>ASSET PERFORMANCE SINCE THE BEGINNING OF 2021</b></p>\n<p><img src=\"https://static.tigerbbs.com/50e253becd38bd122d9fc211e7b0f583\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>1The Group of Seven is an inter-governmental political forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States.</p>\n<p><b>Important Information</b></p>\n<p>The views in this Global Market Outlook report are subject to change at any time based upon market or other conditions and are current as of September 27, 2021. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p>\n<p>Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.</p>\n<p>Keep in mind that, like all investing, multi-asset investing does not assure a profit or protect against loss.</p>\n<p>No model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Russell believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals.</p>\n<p>Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.</p>\n<p>Investment in global, international or emerging markets may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and political systems with less stability than in more developed countries.</p>\n<p>Currency investing involves risks including fluctuations in currency values, whether the home currency or the foreign currency. They can either enhance or reduce the returns associated with foreign investments.</p>\n<p>Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.</p>\n<p>Bond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to sub-prime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries.</p>\n<p>Performance quoted represents past performance and should not be viewed as a guarantee of future results.</p>\n<p>The FTSE 100 Index is a market-capitalization weighted index of UK-listed blue chip companies.</p>\n<p>The S&P 500® Index, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.</p>\n<p>The MSCI EMU Index (European Economic and Monetary Union) captures large and mid cap representation across the 10 developed markets countries in the EMU. With 246 constituents, the index covers approximately 85% of the free float-adjusted market capitalization of the EMU.</p>\n<p>Indexes are unmanaged and cannot be invested in directly.</p>\n<p>Copyright © Russell Investments 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.</p>\n<p>Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.</p>\n<p>Products and services described on this website are intended for<b>United States residents only</b>. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.</p>\n<p>Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.</p>\n<p>Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2021 Global Market Outlook - Q4 Update: Growing Pains</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\">\n2021 Global Market Outlook - Q4 Update: Growing Pains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:27 GMT+8 <a href=https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.\nThe reopening trade should resume in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1104172212","content_text":"Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.\nThe reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor.\nThe key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter.\n\nThe COVID-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening. Amid this backdrop, our outlook favors equities over bonds, the value factor over the growth factor and non-U.S. stocks over U.S. stocks.\nIntroduction\nThe post-lockdown recovery has transitioned from energetic youthfulness to awkward adolescence. It’s still growing, although at a slower pace, and there are worries about what happens next, particularly about monetary policy and the outlook for inflation. Theinflation spikehas been larger than expected, but we still think it istransitory, caused by base effects from when the U.S. consumer price index (CPI) fell during the lockdown last year and by temporary supply bottlenecks. Inflation may remain high over the remainder of 2021 but should decline in early 2022. This means that even though the U.S. Federal Reserve (Fed) is likely to begin tapering back on asset purchases before the end of the year, rate hikes are unlikely before the second half of 2023.\nAnother worry is thehighly contagious COVID-19 delta variant. The evidence so far is that vaccines are effective in preventing serious COVID-19 infections. Vaccination rates are accelerating globally, and emerging economies are catching up with developed markets. Infection rates appear to have peaked globally in early September. This means the reopening of economies should continue over the remainder of 2021. The onset of winter in the northern hemisphere will be a test, but the rollout of booster vaccination shots should help prevent widescale renewed lockdowns.\nThe conclusions from our cycle, value and sentiment (CVS) investment decision-making process are broadly unchanged from our previous quarterly report. Global equities remain expensive, with the very expensive U.S. market offsetting better value elsewhere. Sentiment is slightly overbought, but not close to dangerous levels of euphoria. The strong cycle delivers a preference for equities over bonds for at least the next 12 months, despite expensive valuations. It also reinforces our preference for thevalue equity factor over the growth factorand for non-U.S. equities to outperform the U.S. market.\nCycle still in recovery phase\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. Even so, we think the cycle is still in the recovery phase, although it is maturing. Despite strong growth, there is plenty of spare capacity. This can be seen in the employment-to-population ratio for prime-age workers in the United States. The chart below shows the ratio has recovered from the pandemic lows, but only to levels reached during the relatively mild recessions in the early 1990s and 2000s. We expect theU.S. labor-market recoveryshould still resemble a typical post-recession recovery over the next few quarters.\nU.S. EMPLOYMENT-POPULATION RATIO FOR PRIME-AGE WORKERS\n\nThe U.S. recovery, however, is more advanced than that of other developed economies. The following chart shows how far GDP has recovered, relative to the pre-COVID-19 peak in 2019. GDP is 0.8% higher in the U.S., although this level is still short relative to the pre-COVID-19 trend. GDP is 2.5% below 2019 levels in the euro area and 4.5% below in the United Kingdom. We expect more cyclical upside for economic growth outside the U.S., and this should allow market leadership to rotate toward the rest of the world.\nGDP IN Q2 2021 RELATIVE TO PRE-COVID-19 PEAK IN 2019\n\nTwo key indicators\nLast quarter, we listed two indicators that should offer a guide to the Fed’s expected reaction to the inflation spike.\nThe first is five-year/five-year breakeven inflation expectations, based on the pricing of Treasury Inflation Protected Securities (TIPS). This is the market’s forecast for average inflation over five years in five years’ time. It tells us that investors expect inflation will average 2.17% in the five years from late 2026 to late 2031. The TIPS yields are based on the CPI, while the Fed targets inflation as measured by the personal consumption expenditure (PCE) deflator. The two move together over time, but CPI inflation is generally around 0.25% higher than PCE inflation. A breakeven rate of 2.75% would suggest the market sees PCE inflation above 2.5% in five years’ time. Market inflation expectations are currently comfortably below the Fed’s worry point.\nWATCHPOINT INDICATOR #1: U.S. 5-YEAR/5-YEAR BREAKEVEN INFLATION RATE\n\nThe second indicator is the Atlanta Fed’s Wage Growth Tracker, and this has a less-comforting message about inflation risks. It reached 3.9% in August, which isclose to the 4% thresholdwhere we judge that the Fed will become concerned about the inflationary impact on the growth of wages. A breakdown shows that the spike has been mostly driven by wages for low-skilled, young people in the leisure and hospitality industry. This suggests the surge has been caused by temporary labor supply shortages and that wage pressures should subside as economic activity normalizes. This indicator, however, will be an important watchpoint over the next few months.\nWATCHPOINT INDICATOR #2: ATLANTA FED WAGE GROWTH TRACKER\n\nReopening trade still makes sense\nThe reopening trade, which lifts long-term interest rates and favors cyclical and value stocks over technology and growth stocks, worked well for several months following the vaccine announcement last November. Value outperformed growth and yield curves steepened. The trade has reversed in recent months, however, amid fears that the delta variant might derail the economic recovery. The impact has been magnified by short covering in bond markets as investors, who have been short or underweight, have been forced by the rally to buy back into the market, pushing bond yields even lower.\nThe reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor. Financial stocks comprise the largest sector in the MSCI World Value Index, and they should benefit from further yield-curve steepening, which boosts the profitability of banks. Long-term interest rates should rise as global growth remains above trend, delta-variant fears fade, the short squeeze unwinds and central banks begin tapering back on bond purchases.\nThe rotation in economic growth leadership away from the United States should also help the reopening trade. The rest of the world is overweight cyclical value stocks relative to the U.S., which has a higher weight to technology stocks.\nEmerging market (EM) equities have been poor performers since the vaccine announcement, but there are some encouraging signs. Initially, they were held back by the exposure to technology stocks in the MSCI Emerging Markets Index and the slow rollout of COVID-19 vaccines. More recently, they have come under pressure from the slowdown in the Chinese economy and theregulatory crackdown on Chinese tech companies. The vaccine rollout across emerging markets has accelerated and policy easing in China should soon improve the growth outlook. The path of Chinese regulation is harder to predict, but it is now largely priced in, with Chinese technology companies underperforming their global peers by nearly 50% from February 2021 through mid-September.\nThe resumption of the reopening trade should also result in U.S. dollar weakness. The U.S. Dollar Index (DXY) has traded sideways since the vaccine announcement. It should weaken once investors have confidence that delta-variant risks are subsiding and realize that the Fed is likely to remain dovish as inflation risks decline. The dollar typically gains during global downturns and declines in the recovery phase. Dollar weakness should support the performance of non-U.S. markets, particularly emerging markets.\nRisks: variants, inflation, China weakness\nThe key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter. The evidence so far is that vaccinations are highly effective in preventing serious illness. In Israel, booster shots appear to have slowed the rate of new cases.\nAnother watchpoint is inflation and the response of central banks. Our expectation is that this year’s inflation spike is mostly transitory and that the major central banks, led by the Fed, are still two years from raising interest rates.\nFinally, there is the risk of a sharper-than-expected slowdown in China.Credit growth has slowed this yearand the purchasing managers’ indexes (PMI) have trended lower. Monetary and fiscal policy have been eased, however, and senior officials have signaled that more stimulus is on the way. China policy direction and credit trends will be an important watchpoint over coming months.\nRegional snapshotsUnited States\nThe U.S. economy is likely to sustain above-trend growth into 2022. However, the easiest gains appear in the rear-view mirror at the end of the third quarter as the recovery phase of the business cycle matures. This is most visible for corporate earnings, where S&P 500® Index earnings-per-share already sit 20% above their previous cyclical high.\nStrong fundamentals have helped power the stock market to new highs. Early evidence that the delta-variant wave may be fading and the potential for greater vaccine access for children are positives for a more complete recovery in the quarters ahead. The Fedlooks poised to start tapering its asset purchasesaround the end of 2021. The timing of the first rate hike will then hinge on what happens to inflation next year. Our models suggest that inflation is likely to drop back below the Fed’s 2% target in 2022. If that is correct, the Fed is likely to remain on hold into the second half of 2023.\nWage inflation is a key risk to this view. It is running unusually strong for this stage of the cycle, and record hiring intentions from businesses could exhaust spare capacity in the year ahead. We expect the 10-year U.S. Treasury yield to rise moderately from 1.37% in mid-September to 1.75% in coming months.\nFiscal stimulus negotiations continue to grab headlines in Washington, D.C. Thetax provisions in these billsare likely to be the most impactful for financial markets. We estimate thathigher corporate taxescould subtract about four percentage points from S&P 500 earnings growth in 2022. This could create volatility and opportunity in markets. Given our strong cyclical outlook, our bias continues to be arisk-onpreference for equities over bonds for the medium-term.\nEurozone\nEuro area growthslowed through the third quarter but looks on track for a return to above-trend growth over the fourth quarter and into 2022. Vaccination rates are high, and the euro area has more catch-up potential than other major economies, particularly the United States. The euro area is also set to receive more fiscal support than other regions, with the European Union’s pandemic recovery fund only just starting to disburse stimulus, which will provide significant support in southern Europe. Polls in advance of Germany’s federal election on Sept. 26 suggested the electorate was moving toward the political left, which means the new government is likely to support expansionary fiscal policy and a continued dovish stance by the European Central Bank (ECB).\nThe MSCI EMU Index, which reflects the European Economic and Monetary Union, has performed broadly in line with the S&P 500 so far in 2021. We think it has potential to outperform in coming quarters. Europe’s exposure to financials and cyclically sensitive sectors such as industrials, materials and energy, and its relatively small exposure to technology, gives it the potential to outperform as delta-variant fears subside, economic activity picks up and yield curves in Europe steepen.\nUnited Kingdom\nAs of mid-year, UK GDP was still nearly 4.5% below its pre-pandemic peak. We see plenty of scope for strong catch-up growth as borders are fully reopened and activity normalizes. Supply bottlenecks and labor shortages have triggered a sharp rise in underlying inflation and created concerns that the Bank of England (BoE) may start rate hikes in the first half of 2022. We think the BoE is unlikely to be that aggressive. We expect inflation to decline in early 2022 as supply constraints ease, which should convince the BoE to delay rate hikes.\nThe FTSE 100 Index is the cheapest of the major developed equity markets in late 2021, and this should help it reflect higher returns than other markets over the next decade. Around 70% of UK corporate earnings come from offshore, so one near-term risk is that further strengthening of British sterling dampens earnings growth. The other risks are mostly around policy missteps, for example, early tightening by the Bank of England.\nJapan\nThe Japanese economy is expected to get a shot in the arm as rising vaccination rates improve mobility and reduce the risk of further lockdowns, and as political leadership changes result in more fiscal stimulus: the Japanese election is due to be held before Nov. 28. Japanese equities look slightly more expensive than other regions such as the UK and Europe. We maintain our view that the Bank of Japan will significantly lag other central banks in normalizing policy.\nChina\nWe expect Chinese economic growth to berobust over the next 12 months, supported by a post-lockdown jump in consumer spending and incremental fiscal and monetary easing. Despite a big improvement in vaccination rates,COVID-19 outbreaks remain a riskgiven the Chinese government’s zero-tolerance approach. The major consumer technology companies have seen significant drops in stock prices recently due to more aggressive regulation. Some uncertainty remains around thepath of future regulation, especially as it relates to technology companies, and as a result we expect investors will remain cautious on Chinese equities in the coming months. The property market, particularly property developers as recently highlighted by Evergrande’s debt crisis, remains a risk that we are monitoring closely.\nCanada\nCanada leads the G71countries in terms of the vaccination rollout, which should minimize the risk of large-scale lockdowns over winter. The delta variant has taken an economic toll, however, with industry consensus projections now predicting 5% GDP growth in 2021 versus estimates of more than 6% just three months ago. Even so, growth remains above-trend and the odds of additional fiscal expenditures to support the economy have increased. This means that weaker growth due to COVID-19 is unlikely to change the Bank of Canada's (BoC) tightening bias.\nTapering of asset purchasesshould be complete by the end of the first quarter of 2022. BoC Governor Tiff Macklem has indicated that the reinvestment phase of the bonds held by the central bank will commence once quantitative easing has ended. This should generate an estimated C$1 billion in weekly bond purchases, down from the current pace of C$2 billion. The BoC will likely only consider shrinking its balance sheet after it has started lifting interest rates. The BoC projects that the output gap will close sometime over the second half of 2022, and that rate hikes will be considered after economic slack has disappeared. We believe that the timeline may be a tad aggressive, and a delay to 2023 for liftoff is more likely. This would better align the Canadian central bank with its American counterpart.\nAustralia/New Zealand\nThe Australian economy is set to return to life, with lockdowns likely to be eased in October and November. Consumer and business balance sheets continue to look healthy, which should facilitate a strong recovery. The reopening of the international border in 2022 will provide a further boost. Fiscal policy has supported the economy through the downturn, and there is potential for further stimulus in the lead-up to the federal election, which is due before the end of 2022. The Reserve Bank of Australia has begun the process of tapering its bond-purchase program, but we expect that a rise in the cash rate is unlikely until at least the second half of 2023.\nNew Zealand’s most recent lockdown will drag on Q3 GDP, but similar to Australia, we expect a solid rebound as the economy reopens. The government aims to provide a vaccine to all adults by the end of 2021, after which borders will gradually reopen. This will provide a boost, particularly to tourism-exposed sectors. Despite having recently put off hiking interest rates due to the recent lockdown, we expect the Reserve Bank of New Zealand will start raising rates this year. Even though they have significantly underperformed global equities this year, New Zealand equities still screen as relatively expensive compared to other regions.\nAsset-class preferences\nOur cycle, value and sentiment investment decision-making process in late September 2021 has a moderately positive medium-term view on global equities. Value is expensive across most markets except for UK equities, which are near fair value. The cycle is risk-asset supportive for the medium-term. The major economies still have spare capacity and inflation pressures appear transitory, caused by COVID-19-related supply shortages. Rate hikes by the U.S. Fed seem unlikely before the second half of 2023. Sentiment, after reaching overbought levels earlier in the year, has returned to more neutral levels.\nCOMPOSITE CONTRARIAN INDICATOR: SENTIMENT SHIFTS TOWARD NEUTRAL\n\n\nWe prefernon-U.S. equitiesto U.S. equities. Stronger economic growth and steeper yield curves after the third-quarter slowdown should favor undervalued cyclical value stocks over expensive technology and growth stocks. Relative to the U.S., the rest of the world is overweight cyclical value stocks.\nEmerging markets equitieshave been relatively poor performers this year, but there are some encouraging signs. The vaccine rollout across EM has accelerated and policy easing in China should soon boost the economic growth outlook.China’s regulatory crackdownhas caused significant underperformance by Chinese technology companies, but this should be less of a headwind going forward now that it is priced in.\nHigh yieldandinvestment grade creditare expensive on a spread basis but have support from a positive cycle view that accommodates corporate profit growth and keeps default rates low. U.S. dollar-denominatedemerging markets debtis close to fair value in spread terms and will gain support on U.S. dollar weakness.\nGovernment bondsare expensive, and yields should come under upward pressure as output gaps close and central banks look to taper back asset purchases. We expect the 10-year U.S. Treasury yield to rise toward 1.75% in coming months.\nReal assets: Real Estate Investment Trusts (REITs) have significantly outperformed Global Listed Infrastructure (GLI) so far this year, to the extent that REITS are now expensive relative to GLI. Both should benefit from the pandemic recovery, but GLI has some catch-up potential. GLI should benefit from the global re-opening boosting domestic and international travel.Commoditieshave been the best-performing asset class this year amid strong demand and supply bottlenecks. The gains have been led by industrial metals and energy. The pace of increase should ease as supply issues are resolved, butcommodities should retain supportfrom above-trend global demand.\nTheU.S. dollarhas been supported this year by expectations for early Fed tightening and U.S. economic growth leadership. It should weaken as global growth leadership rotates away from the U.S. and toward Europe and other developed economies. The dollar typically gains during global downturns and declines in the recovery phase. The main beneficiary is likely to be theeuro, which is still undervalued. We also believeBritish sterlingand the economically sensitivecommodity currencies—theAustralian dollar, theNew Zealand dollarand theCanadian dollar—can make further gains, although these currencies are not undervalued from a longer-term perspective.\n\nASSET PERFORMANCE SINCE THE BEGINNING OF 2021\n\n1The Group of Seven is an inter-governmental political forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States.\nImportant Information\nThe views in this Global Market Outlook report are subject to change at any time based upon market or other conditions and are current as of September 27, 2021. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.\nPlease remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.\nKeep in mind that, like all investing, multi-asset investing does not assure a profit or protect against loss.\nNo model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Russell believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals.\nForecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.\nInvestment in global, international or emerging markets may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and political systems with less stability than in more developed countries.\nCurrency investing involves risks including fluctuations in currency values, whether the home currency or the foreign currency. They can either enhance or reduce the returns associated with foreign investments.\nInvestments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.\nBond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to sub-prime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries.\nPerformance quoted represents past performance and should not be viewed as a guarantee of future results.\nThe FTSE 100 Index is a market-capitalization weighted index of UK-listed blue chip companies.\nThe S&P 500® Index, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.\nThe MSCI EMU Index (European Economic and Monetary Union) captures large and mid cap representation across the 10 developed markets countries in the EMU. With 246 constituents, the index covers approximately 85% of the free float-adjusted market capitalization of the EMU.\nIndexes are unmanaged and cannot be invested in directly.\nCopyright © Russell Investments 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.\nFrank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.\nProducts and services described on this website are intended forUnited States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.\nRussell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.\nRussell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802049891,"gmtCreate":1627701686013,"gmtModify":1633756959559,"author":{"id":"3585533261543358","authorId":"3585533261543358","name":"Ei_888","avatar":"https://static.tigerbbs.com/117fa34406876f996514937472ec57e6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585533261543358","authorIdStr":"3585533261543358"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802049891","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","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":1627675228,"share":"https://www.laohu8.com/m/news/2155001152?lang=&edition=full","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30 - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</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\">\nWall Street declines with Amazon; S&P 500 posts gains for month\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\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","COMP":"Compass, Inc.","SPY":"标普500ETF","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","CAT":"卡特彼勒","AMZN":"亚马逊","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}