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KarenChia

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2021-12-20

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外媒头条：拜登1.75万亿经济支出计划或被推迟审议

2021-12-12

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US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week

2021-12-02

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2021-11-30

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一句话再度引发市场恐慌！全球风险资产午后跳水

2021-11-10

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外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元

2021-10-24

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US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week

2021-10-08

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2021-08-11

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大基建力挺标普道指走高科技股拖累纳指回落比特币跌落三月高位商品反弹

2021-08-09

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2021-08-07

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2021-08-06

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Robinhood’s Rescuers Are Sitting on $5.4 Billion of Gains This Year

2021-08-04

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Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.

2021-07-31

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5 Best Dividend Stocks to Buy in August

2021-07-30

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3 Reasons AMD Is a Buy After Q2 2021 Earnings

2021-07-30

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Amazon Reports Earnings Thursday. Expect a Blowout.

2021-07-29

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2021-07-28

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2021-07-28

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Apple profit nearly doubles as iPhone sales boom, but company projects growth slowdown

2021-07-13

$Berkshire Hathaway(BRK.B)$Nice

2021-07-07

Value buy

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05:35","market":"sh","language":"zh","title":"外媒头条：拜登1.75万亿经济支出计划或被推迟审议","url":"https://stock-news.laohu8.com/highlight/detail?id=2192901549","media":"新浪美股","summary":"曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。据知情人士透露此次交易的金额为 1 亿美元。","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议</b>\n</blockquote>\n<blockquote>\n <b>2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分</b>\n</blockquote>\n<blockquote>\n <b>4、航空业低迷 <a href=\"https://laohu8.com/S/BA\">波音</a>以1亿美元出售其商用飞机总部</b>\n</blockquote>\n<blockquote>\n <b>5、法国央行预计消失很多年的通胀趋势将“复兴”</b>\n</blockquote>\n<blockquote>\n <b>6、欧洲电力价格因寒流或上涨至创纪录水平</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a08fbcc8a7aefd75b5ea537e9b38c950\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议</b></p>\n<p>美国民主党参议员曼钦明确表示，反对拜登提出的1.75万亿美元“重建美<a href=\"https://laohu8.com/S/TAL\">好未来</a>法案”。</p>\n<p>由于民主党和共和党目前各自掌握参议院的50个席位，在目前没有任何一名共和党参议员支持的情况下，曼钦这一票将能关系到议案能否获得通过。</p>\n<p>曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。该计划的推迟将产生广泛的影响，甚至会影响到明年的中期选举。</p>\n<p>曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。</p>\n<p><img src=\"https://static.tigerbbs.com/448795697a75c4cf3d83f1b764a061e1\" tg-width=\"720\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p><b>英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助</b></p>\n<p>据英国《每日电讯报》报道，英国财政大臣苏纳克正在考虑为酒店业和旅游业提供新的刺激措施，以应对由于政府建议减少社交活动而导致的业务下滑。</p>\n<p>到目前为止，英国是欧洲地区奥密克戎疫情最严重的国家。12月18号，英国当局通报，其奥密克戎确认病例已达24968例，较24小时前增加超1万例。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。</p>\n<p>英格兰首席医疗官克里斯·惠蒂日前也警告，英国正面临“相互叠加的”打击，即德尔塔毒株感染病例保持高位的同时，奥密克戎毒株感染病例迅速增长，未来几周可能会不断出现创纪录的疫情数字。</p>\n<p><img src=\"https://static.tigerbbs.com/664e1aa10f1bc96288f58dec4f3ace44\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分</b></p>\n<p>苹果公司已要求印度反垄断监管机构驳回一起指控其滥用市场支配力的案件，辩称在<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>占主导地位的印度市场份额太小。</p>\n<p>此前印度竞争委员会 （CCI） 开始审查有关苹果通过强迫应用程序开发人员使用其专有系统并对其应用程序内购买收取高达30%的佣金从而损害公平竞争。</p>\n<p>苹果在向 CCI 提交的文件中否认了这些指控，并强调其在印度的市场份额“微不足道”“在印度市场并不占主导地位”。苹果反驳称，整个智能手机市场——包括 Android 等可授权系统——反而是应该考虑是否存在垄断的市场。</p>\n<p>在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。</p>\n<p><img src=\"https://static.tigerbbs.com/1890ea724d25f0a549efa4cabb3030c8\" tg-width=\"720\" tg-height=\"405\" referrerpolicy=\"no-referrer\"></p>\n<p><b>航空业低迷 波音以1亿美元出售其商用飞机总部</b></p>\n<p>波音公司已完成其位于西雅图郊区的商用飞机总部园区的出售。</p>\n<p>据媒体报道，买方是位于西雅图的私募股权房地产投资公司的子公司 Unico Properties。据知情人士透露此次交易的金额为 1 亿美元。</p>\n<p>Unico 表示，购买该地块是因为它靠近通勤铁路、Southcenter 购物中心和西雅图-塔科马国际机场，可以认为此次交易是作为“以交通为导向的投资”。</p>\n<p>这是波音在新冠肺炎大流行导致的航空业低迷期间为削减成本而进行的一系列房地产撤资中的最新一次。</p>\n<p>除了总部大楼外，该地点还包括另一座大楼，该大楼曾经是波音公司最先进的培训设施和全飞行模拟器的所在地。</p>\n<p><img src=\"https://static.tigerbbs.com/46f214aea7be1a221a68c6c2ddb19d05\" tg-width=\"720\" tg-height=\"399\" referrerpolicy=\"no-referrer\"></p>\n<p><b>法国央行预计消失很多年的通胀趋势将“复兴”</b></p>\n<p>法国经济将以非常接近2%的趋势通胀摆脱新冠疫情，而此前，货币当局在全球金融危机以来的十多年中一直未能实现这个目标。</p>\n<p>根据法国央行的最新预测，随着能源价格飙升的影响明年减弱，2023年和2024年的CPI涨幅将稳定在1.5%左右。扣除能源和食品，这个欧元区第二大经济体那两年的核心通胀率将为1.7%，而疫情爆发前的7年在0.7%左右。</p>\n<p>“2023年和2024年的回归正常状态不是重返2013年至2019年的局面，那时候通胀水平太弱，”法国央行行长Francois Villeroy de Galhau在接受采访时表示。</p>\n<p>“相反，我们可能回到更平衡通胀格局，就像2008年金融危机之前一样，欧元区平均通胀率约为2%。”</p>\n<p><img src=\"https://static.tigerbbs.com/e9ba4001e34e963fecd5c406f92d921a\" tg-width=\"720\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧洲电力价格因寒流或上涨至创纪录水平</b></p>\n<p>欧洲每日电价飙升，因为周一气温偏低，这将提振需求，而法国则停止了更多核反应堆。</p>\n<p>天气变冷、风力减弱和核电中断，再加上非常昂贵的天然气价格，西班牙的每日电价跃升至创纪录水平，而法国电价则升至 2009 年罕见的价格高峰以来的最高水平。由于俄罗斯的供应受阻，价格比年初高出七倍，贸易商正准备迎接即将到来的最寒冷冬季的更高价格。</p>\n<p>据数据模型分析推算，周一大部分时间德国的风电输出低于 5000 兆瓦，而 11 月 30 日创下的记录为 47130 兆瓦。目前欧洲大部分地区的低风速将增加对昂贵天然气和煤炭的依赖。</p>\n<p><a href=\"https://laohu8.com/S/0HBA.UK\">法国电力公司</a>周日中午停止了 Chooz-1 核反应堆，直到 1 月 23 日，这是法国四个最大的反应堆因安全问题延长停工期的一部分，这将阻碍一年中最关键月份的可用容量。</p>","source":"sina_symbol","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>外媒头条：拜登1.75万亿经济支出计划或被推迟审议</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{ 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}\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\">\n外媒头条：拜登1.75万亿经济支出计划或被推迟审议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-20 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n\n\n2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n\n\n3、苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n\n\n4、航空业低迷 波音以1亿美元出售其商用飞机总部\n\n\n5、法国央行预计消失很多年的通胀趋势将“复兴”\n\n\n6、欧洲电力价格因寒流或上涨至创纪录水平...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/448795697a75c4cf3d83f1b764a061e1","relate_stocks":{".IXIC":"NASDAQ Composite","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","BK4566":"资本集团","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4559":"巴菲特持仓","BK4170":"电脑硬件、储存设备及电脑周边",".DJI":"道琼斯","BK4527":"明星科技股","BK4507":"流媒体概念"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-12-20/doc-ikyamrmz0015518.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192901549","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n\n\n2、英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n\n\n3、苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n\n\n4、航空业低迷 波音以1亿美元出售其商用飞机总部\n\n\n5、法国央行预计消失很多年的通胀趋势将“复兴”\n\n\n6、欧洲电力价格因寒流或上涨至创纪录水平\n\n\n曼钦明确表示反对 拜登1.75万亿美元经济支出计划或被推迟审议\n美国民主党参议员曼钦明确表示，反对拜登提出的1.75万亿美元“重建美好未来法案”。\n由于民主党和共和党目前各自掌握参议院的50个席位，在目前没有任何一名共和党参议员支持的情况下，曼钦这一票将能关系到议案能否获得通过。\n曼钦投下反对票后，也意味着拜登这项法案大概率将被迫延至明年1月再审议。该计划的推迟将产生广泛的影响，甚至会影响到明年的中期选举。\n曼钦称，照现在这样，他是不会支持拜登2万亿美元经济议程的，并表示民主党人在谈判中并未对立法进行任何实际修改。\n\n英国疫情失控 当局考虑为酒店业和旅游业提供紧急援助\n据英国《每日电讯报》报道，英国财政大臣苏纳克正在考虑为酒店业和旅游业提供新的刺激措施，以应对由于政府建议减少社交活动而导致的业务下滑。\n到目前为止，英国是欧洲地区奥密克戎疫情最严重的国家。12月18号，英国当局通报，其奥密克戎确认病例已达24968例，较24小时前增加超1万例。伦敦市宣布进入“重大事件”紧急状态，以协助医院应对奥密克戎毒株的迅速蔓延。\n英格兰首席医疗官克里斯·惠蒂日前也警告，英国正面临“相互叠加的”打击，即德尔塔毒株感染病例保持高位的同时，奥密克戎毒株感染病例迅速增长，未来几周可能会不断出现创纪录的疫情数字。\n\n苹果寻求驳回印度应用市场反垄断案 辩称其应用内收费系统并不过分\n苹果公司已要求印度反垄断监管机构驳回一起指控其滥用市场支配力的案件，辩称在谷歌占主导地位的印度市场份额太小。\n此前印度竞争委员会 （CCI） 开始审查有关苹果通过强迫应用程序开发人员使用其专有系统并对其应用程序内购买收取高达30%的佣金从而损害公平竞争。\n苹果在向 CCI 提交的文件中否认了这些指控，并强调其在印度的市场份额“微不足道”“在印度市场并不占主导地位”。苹果反驳称，整个智能手机市场——包括 Android 等可授权系统——反而是应该考虑是否存在垄断的市场。\n在接下来的几周内，CCI 将审查苹果对这些指控的回应，并可能下令进行更广泛调查。\n\n航空业低迷 波音以1亿美元出售其商用飞机总部\n波音公司已完成其位于西雅图郊区的商用飞机总部园区的出售。\n据媒体报道，买方是位于西雅图的私募股权房地产投资公司的子公司 Unico Properties。据知情人士透露此次交易的金额为 1 亿美元。\nUnico 表示，购买该地块是因为它靠近通勤铁路、Southcenter 购物中心和西雅图-塔科马国际机场，可以认为此次交易是作为“以交通为导向的投资”。\n这是波音在新冠肺炎大流行导致的航空业低迷期间为削减成本而进行的一系列房地产撤资中的最新一次。\n除了总部大楼外，该地点还包括另一座大楼，该大楼曾经是波音公司最先进的培训设施和全飞行模拟器的所在地。\n\n法国央行预计消失很多年的通胀趋势将“复兴”\n法国经济将以非常接近2%的趋势通胀摆脱新冠疫情，而此前，货币当局在全球金融危机以来的十多年中一直未能实现这个目标。\n根据法国央行的最新预测，随着能源价格飙升的影响明年减弱，2023年和2024年的CPI涨幅将稳定在1.5%左右。扣除能源和食品，这个欧元区第二大经济体那两年的核心通胀率将为1.7%，而疫情爆发前的7年在0.7%左右。\n“2023年和2024年的回归正常状态不是重返2013年至2019年的局面，那时候通胀水平太弱，”法国央行行长Francois Villeroy de Galhau在接受采访时表示。\n“相反，我们可能回到更平衡通胀格局，就像2008年金融危机之前一样，欧元区平均通胀率约为2%。”\n\n欧洲电力价格因寒流或上涨至创纪录水平\n欧洲每日电价飙升，因为周一气温偏低，这将提振需求，而法国则停止了更多核反应堆。\n天气变冷、风力减弱和核电中断，再加上非常昂贵的天然气价格，西班牙的每日电价跃升至创纪录水平，而法国电价则升至 2009 年罕见的价格高峰以来的最高水平。由于俄罗斯的供应受阻，价格比年初高出七倍，贸易商正准备迎接即将到来的最寒冷冬季的更高价格。\n据数据模型分析推算，周一大部分时间德国的风电输出低于 5000 兆瓦，而 11 月 30 日创下的记录为 47130 兆瓦。目前欧洲大部分地区的低风速将增加对昂贵天然气和煤炭的依赖。\n法国电力公司周日中午停止了 Chooz-1 核反应堆，直到 1 月 23 日，这是法国四个最大的反应堆因安全问题延长停工期的一部分，这将阻碍一年中最关键月份的可用容量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604051312,"gmtCreate":1639287102198,"gmtModify":1639287102397,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604051312","repostId":"1103250344","repostType":2,"repost":{"id":"1103250344","pubTimestamp":1639280672,"share":"https://www.laohu8.com/m/news/1103250344?lang=&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p>\n<p>IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p>\n<p>Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p>\n<p>Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p>\n<p><img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO 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\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">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",".DJI":"道琼斯","SIDU":"Sidus Space Inc.","IOT":"Samsara, Inc.",".IXIC":"NASDAQ Composite","VINE":"Fresh Vine Wine, Inc"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603861298,"gmtCreate":1638399581400,"gmtModify":1638399581670,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603861298","repostId":"2188567864","repostType":2,"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609145686,"gmtCreate":1638258050084,"gmtModify":1638258050194,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609145686","repostId":"1133554588","repostType":2,"repost":{"id":"1133554588","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638251163,"share":"https://www.laohu8.com/m/news/1133554588?lang=&edition=full","pubTime":"2021-11-30 13:46","market":"us","language":"zh","title":"一句话再度引发市场恐慌！全球风险资产午后跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=1133554588","media":"老虎资讯综合","summary":"莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n\n周二（11月30日）午后，一则消息引发各大市场再度跳水。英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎","content":"<blockquote>\n 莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n</blockquote>\n<p>周二（11月30日）午后，一则消息引发各大市场再度跳水。<b>英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。</b></p>\n<p>美股股指期货短线跳水，道指期货跌超1%，标普500指数期货跌0.9%，纳指期货跌0.6%。富时中国A50指数期货跌1%。欧洲斯托克50指数期货跌1.3%，英国富时100指数期货跌0.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/89ec8e8db5444bfe79b316ab5c16de4d\" tg-width=\"385\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p>\n<p>恒指跌2%，大型科技股普遍下挫。阿里巴巴跌约3.5%，续刷历史低位。恒生科技指数跌2%。成分股中，比亚迪电子跌9.26%，网易跌7.82%，美团跌4.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/6408ef61959f4ecc5435ae701a73e912\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5d9283ae7d60cf10eefa46b966ff1d7d\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n<p>截止发稿，美、布两油期货日内跌幅达2%，分别报68.47美元/桶和71.67美元/桶。原油系期货持续走低，低硫燃料油（LU）主力合约跌近6%，燃料油主力合约跌超4%，SC原油主力合约跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/1cf8153cd39372806e3478f570c2ecf1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/11cb622357f5c8094e7cf1634fced10e\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>莫德纳CEO Stephane Bancel在接受英国金融时报采访时警告称，<b>制药公司需要几个月时间才能大规模生产新的疫苗以应对该毒株。</b>Bancel说，这种毒株有大量的突变并在南非迅速传播，这表明目前批次的疫苗可能需要在明年进行更新。他说：</p>\n<blockquote>\n “我认为没有哪种（疫苗）有效性能达到同样的水平，这将会是一次实质性的下降。我不知道会下降多少，因为仍需要等待数据。”\n</blockquote>\n<p>Bancel称，该公司认为这种新毒株具有高度传染性，但至少需要两周时间才能确定现有疫苗针对奥密克戎变异毒株的有效性。</p>\n<p>Bancel发表上述评论之际，其他公共卫生专家和政界人士正试图对现有疫苗对奥密克戎提供保护的能力发出更乐观的声音。</p>\n<p>周一，辉瑞首席执行官Albert Bourla表示，该公司<b>将在两三周内了解到现有新冠疫苗应对新变异毒株奥密克戎的效力如何</b>，而且预计即便是在最糟糕的情况下，现有疫苗仍对该毒株有一定的防护效力，新毒株不可能完全突破现有疫苗的防护。</p>\n<p>美国总统乔拜登表示，奥密克戎是“令人担忧的原因，而不是恐慌的原因”，并补充说政府的医学专家“相信疫苗将继续提供一定程度保护，可预防严重疾病”。</p>\n<p>莫德纳和辉瑞目前正在研究针对奥密克戎变体的新疫苗，世界卫生组织称其构成“非常高的风险”。</p>\n<p>Bancel表示，有关现有疫苗如何对抗奥密克戎变体以及它是否会导致严重疾病的数据应该会在两周内提供。但他表示，针对奥密克戎的疫苗的大规模生产还需要几个月的时间，并表示可能有理由在此期间为老年人或免疫系统受损的人提供更有效的加强剂。</p>\n<p>美国疾病控制和预防中心（CDC）周一已经加强了对新冠疫苗加强针的建议，其告诉美国所有成年人，在奥密克戎新冠变异株越来越受关注的情况下，他们“应该”多打一针。CDC建议每位成年人应该在接种辉瑞或莫德纳双剂疫苗的六个月后或接种强生单剂疫苗的两个月后接种加强针。</p>\n<p>CDC主任瓦伦斯基（Rochelle Walensky）在声明中称：</p>\n<blockquote>\n “\n <b>最近出现的奥密克戎变异株（B.1.1.529）进一步强调了接种疫苗、接种加强针和预防工作的重要性。</b>来自南非的早期数据表明该毒株的传播性增加，美国和世界各地的科学家正在紧急研究与该变种有关的疫苗效力。”\n</blockquote>\n<p>奥密克戎的出现也让全球公共卫生官员更加担心冬季新冠病例激增和疫苗保护度下降的问题。</p>\n<p>本月发表在《科学》杂志上的一项研究发现，<b>从今年2月到10月（还未出现奥密克戎），辉瑞双剂疫苗预防感染的功效已从86%下降到43%；莫德纳双剂疫苗从89%下降到58%；强生单剂疫苗从86%下降到13%。</b></p>\n<p>疫苗效力下降，意味着市场对其加强针的需求增加，自奥密克戎出现后，辉瑞股价一度再创历史新高，莫德纳股价也回到近两个月的高位。</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>一句话再度引发市场恐慌！全球风险资产午后跳水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\n一句话再度引发市场恐慌！全球风险资产午后跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-30 13:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n</blockquote>\n<p>周二（11月30日）午后，一则消息引发各大市场再度跳水。<b>英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。</b></p>\n<p>美股股指期货短线跳水，道指期货跌超1%，标普500指数期货跌0.9%，纳指期货跌0.6%。富时中国A50指数期货跌1%。欧洲斯托克50指数期货跌1.3%，英国富时100指数期货跌0.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/89ec8e8db5444bfe79b316ab5c16de4d\" tg-width=\"385\" tg-height=\"183\" referrerpolicy=\"no-referrer\"></p>\n<p>恒指跌2%，大型科技股普遍下挫。阿里巴巴跌约3.5%，续刷历史低位。恒生科技指数跌2%。成分股中，比亚迪电子跌9.26%，网易跌7.82%，美团跌4.9%。</p>\n<p><img src=\"https://static.tigerbbs.com/6408ef61959f4ecc5435ae701a73e912\" tg-width=\"889\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5d9283ae7d60cf10eefa46b966ff1d7d\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"></p>\n<p>截止发稿，美、布两油期货日内跌幅达2%，分别报68.47美元/桶和71.67美元/桶。原油系期货持续走低，低硫燃料油（LU）主力合约跌近6%，燃料油主力合约跌超4%，SC原油主力合约跌超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/1cf8153cd39372806e3478f570c2ecf1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/11cb622357f5c8094e7cf1634fced10e\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>莫德纳CEO Stephane Bancel在接受英国金融时报采访时警告称，<b>制药公司需要几个月时间才能大规模生产新的疫苗以应对该毒株。</b>Bancel说，这种毒株有大量的突变并在南非迅速传播，这表明目前批次的疫苗可能需要在明年进行更新。他说：</p>\n<blockquote>\n “我认为没有哪种（疫苗）有效性能达到同样的水平，这将会是一次实质性的下降。我不知道会下降多少，因为仍需要等待数据。”\n</blockquote>\n<p>Bancel称，该公司认为这种新毒株具有高度传染性，但至少需要两周时间才能确定现有疫苗针对奥密克戎变异毒株的有效性。</p>\n<p>Bancel发表上述评论之际，其他公共卫生专家和政界人士正试图对现有疫苗对奥密克戎提供保护的能力发出更乐观的声音。</p>\n<p>周一，辉瑞首席执行官Albert Bourla表示，该公司<b>将在两三周内了解到现有新冠疫苗应对新变异毒株奥密克戎的效力如何</b>，而且预计即便是在最糟糕的情况下，现有疫苗仍对该毒株有一定的防护效力，新毒株不可能完全突破现有疫苗的防护。</p>\n<p>美国总统乔拜登表示，奥密克戎是“令人担忧的原因，而不是恐慌的原因”，并补充说政府的医学专家“相信疫苗将继续提供一定程度保护，可预防严重疾病”。</p>\n<p>莫德纳和辉瑞目前正在研究针对奥密克戎变体的新疫苗，世界卫生组织称其构成“非常高的风险”。</p>\n<p>Bancel表示，有关现有疫苗如何对抗奥密克戎变体以及它是否会导致严重疾病的数据应该会在两周内提供。但他表示，针对奥密克戎的疫苗的大规模生产还需要几个月的时间，并表示可能有理由在此期间为老年人或免疫系统受损的人提供更有效的加强剂。</p>\n<p>美国疾病控制和预防中心（CDC）周一已经加强了对新冠疫苗加强针的建议，其告诉美国所有成年人，在奥密克戎新冠变异株越来越受关注的情况下，他们“应该”多打一针。CDC建议每位成年人应该在接种辉瑞或莫德纳双剂疫苗的六个月后或接种强生单剂疫苗的两个月后接种加强针。</p>\n<p>CDC主任瓦伦斯基（Rochelle Walensky）在声明中称：</p>\n<blockquote>\n “\n <b>最近出现的奥密克戎变异株（B.1.1.529）进一步强调了接种疫苗、接种加强针和预防工作的重要性。</b>来自南非的早期数据表明该毒株的传播性增加，美国和世界各地的科学家正在紧急研究与该变种有关的疫苗效力。”\n</blockquote>\n<p>奥密克戎的出现也让全球公共卫生官员更加担心冬季新冠病例激增和疫苗保护度下降的问题。</p>\n<p>本月发表在《科学》杂志上的一项研究发现，<b>从今年2月到10月（还未出现奥密克戎），辉瑞双剂疫苗预防感染的功效已从86%下降到43%；莫德纳双剂疫苗从89%下降到58%；强生单剂疫苗从86%下降到13%。</b></p>\n<p>疫苗效力下降，意味着市场对其加强针的需求增加，自奥密克戎出现后，辉瑞股价一度再创历史新高，莫德纳股价也回到近两个月的高位。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133554588","content_text":"莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n\n周二（11月30日）午后，一则消息引发各大市场再度跳水。英国金融时报报道称，莫德纳首席执行官预计现有疫苗在应对奥密克戎方面的效果将远不如应对早期新冠毒株。\n美股股指期货短线跳水，道指期货跌超1%，标普500指数期货跌0.9%，纳指期货跌0.6%。富时中国A50指数期货跌1%。欧洲斯托克50指数期货跌1.3%，英国富时100指数期货跌0.4%。\n\n恒指跌2%，大型科技股普遍下挫。阿里巴巴跌约3.5%，续刷历史低位。恒生科技指数跌2%。成分股中，比亚迪电子跌9.26%，网易跌7.82%，美团跌4.9%。\n\n截止发稿，美、布两油期货日内跌幅达2%，分别报68.47美元/桶和71.67美元/桶。原油系期货持续走低，低硫燃料油（LU）主力合约跌近6%，燃料油主力合约跌超4%，SC原油主力合约跌超3%。\n\n莫德纳CEO Stephane Bancel在接受英国金融时报采访时警告称，制药公司需要几个月时间才能大规模生产新的疫苗以应对该毒株。Bancel说，这种毒株有大量的突变并在南非迅速传播，这表明目前批次的疫苗可能需要在明年进行更新。他说：\n\n “我认为没有哪种（疫苗）有效性能达到同样的水平，这将会是一次实质性的下降。我不知道会下降多少，因为仍需要等待数据。”\n\nBancel称，该公司认为这种新毒株具有高度传染性，但至少需要两周时间才能确定现有疫苗针对奥密克戎变异毒株的有效性。\nBancel发表上述评论之际，其他公共卫生专家和政界人士正试图对现有疫苗对奥密克戎提供保护的能力发出更乐观的声音。\n周一，辉瑞首席执行官Albert Bourla表示，该公司将在两三周内了解到现有新冠疫苗应对新变异毒株奥密克戎的效力如何，而且预计即便是在最糟糕的情况下，现有疫苗仍对该毒株有一定的防护效力，新毒株不可能完全突破现有疫苗的防护。\n美国总统乔拜登表示，奥密克戎是“令人担忧的原因，而不是恐慌的原因”，并补充说政府的医学专家“相信疫苗将继续提供一定程度保护，可预防严重疾病”。\n莫德纳和辉瑞目前正在研究针对奥密克戎变体的新疫苗，世界卫生组织称其构成“非常高的风险”。\nBancel表示，有关现有疫苗如何对抗奥密克戎变体以及它是否会导致严重疾病的数据应该会在两周内提供。但他表示，针对奥密克戎的疫苗的大规模生产还需要几个月的时间，并表示可能有理由在此期间为老年人或免疫系统受损的人提供更有效的加强剂。\n美国疾病控制和预防中心（CDC）周一已经加强了对新冠疫苗加强针的建议，其告诉美国所有成年人，在奥密克戎新冠变异株越来越受关注的情况下，他们“应该”多打一针。CDC建议每位成年人应该在接种辉瑞或莫德纳双剂疫苗的六个月后或接种强生单剂疫苗的两个月后接种加强针。\nCDC主任瓦伦斯基（Rochelle Walensky）在声明中称：\n\n “\n 最近出现的奥密克戎变异株（B.1.1.529）进一步强调了接种疫苗、接种加强针和预防工作的重要性。来自南非的早期数据表明该毒株的传播性增加，美国和世界各地的科学家正在紧急研究与该变种有关的疫苗效力。”\n\n奥密克戎的出现也让全球公共卫生官员更加担心冬季新冠病例激增和疫苗保护度下降的问题。\n本月发表在《科学》杂志上的一项研究发现，从今年2月到10月（还未出现奥密克戎），辉瑞双剂疫苗预防感染的功效已从86%下降到43%；莫德纳双剂疫苗从89%下降到58%；强生单剂疫苗从86%下降到13%。\n疫苗效力下降，意味着市场对其加强针的需求增加，自奥密克戎出现后，辉瑞股价一度再创历史新高，莫德纳股价也回到近两个月的高位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847379250,"gmtCreate":1636498393775,"gmtModify":1636498393997,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847379250","repostId":"2182086102","repostType":2,"repost":{"id":"2182086102","pubTimestamp":1636493738,"share":"https://www.laohu8.com/m/news/2182086102?lang=&edition=full","pubTime":"2021-11-10 05:35","market":"fut","language":"zh","title":"外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2182086102","media":"新浪美股","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b>\n</blockquote>\n<blockquote>\n <b>2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b>\n</blockquote>\n<blockquote>\n <b>5、美国商务部长：将很快与英国和日本商谈钢铝关税问题</b>\n</blockquote>\n<blockquote>\n <b>6、库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b2dee08d19d7f1446d3b7853c64a93d1\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b></p>\n<p>美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。</p>\n<p>媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。</p>\n<p>美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。</p>\n<p>BMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。</p>\n<p>“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/8d7b3cb6a2a3675a81e8dbc89b905726\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b></p>\n<p>受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。</p>\n<p>美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。</p>\n<p>不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%</p>\n<p>整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。</p>\n<p>PPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%</p>\n<p>鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。</p>\n<p><img src=\"https://static.tigerbbs.com/ae1353933e7226fb2cca1e0e30e12a46\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b></p>\n<p>由著名发明家托马斯·爱<a href=\"https://laohu8.com/S/00113\">迪生创建</a>的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。</p>\n<p>通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。</p>\n<p>“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”</p>\n<p>该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。</p>\n<p>这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。</p>\n<p>要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。</p>\n<p><img src=\"https://static.tigerbbs.com/91a3c9d2478268eeb16dd35ca5f40e46\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b></p>\n<p>特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。</p>\n<p>从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。</p>\n<p>Burry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。</p>\n<p>Tudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。</p>\n<p>特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf758581bb62b5b8d749f455aa8af281\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长：将很快与英国和日本商谈钢铝关税问题</b></p>\n<p>美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。</p>\n<p>上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。</p>\n<p><img src=\"https://static.tigerbbs.com/72917ebdae2173769b75173d46a08b3b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><b>库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b></p>\n<p>据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。</p>\n<p>库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”</p>\n<p>库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。</p>","source":"sina_us","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>外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元</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; 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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\">\n外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182086102","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字加密货币 但苹果不会投资\n\n\n华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。\n媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。\n美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。\nBMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。\n“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。\n\n美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。\n美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。\n不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%\n整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。\nPPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%\n鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。\n\n通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n由著名发明家托马斯·爱迪生创建的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。\n通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。\n“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”\n该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。\n这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。\n要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。\n\n特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。\n从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。\nBurry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。\nTudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。\n特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。\n\n美国商务部长：将很快与英国和日本商谈钢铝关税问题\n美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。\n上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。\n\n库克：我个人持有数字加密货币 但苹果不会投资\n据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。\n库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”\n库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858679738,"gmtCreate":1635049669751,"gmtModify":1635049669918,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"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/858679738","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p>\n<p>Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p>\n<p>Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p>\n<p>Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p>\n<p>Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p>\n<p>Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p>\n<p>Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p>\n<p>Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p>\n<p><b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p>\n<p>Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p>\n<p>Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p>\n<p>Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p>\n<p>Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p>\n<p><img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO 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\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-24 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDMY":"Udemy, Inc.","RENT":"Rent the Runway, Inc.","HRT":"HireRight Holdings Corp.","DTC":"Solo Brands, Inc.",".DJI":"道琼斯","AIP":"Arteris, Inc.","GFS":"GLOBALFOUNDRIES Inc.","AIRS":"Airsculpt Technologies",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","INFA":"Informatica Inc.","FLNC":"Fluence Energy, Inc.","LIAN":"联拓生物"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823504280,"gmtCreate":1633646607651,"gmtModify":1633646607809,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823504280","repostId":"2173944807","repostType":4,"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892925838,"gmtCreate":1628635958224,"gmtModify":1633745633417,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892925838","repostId":"2158038408","repostType":2,"repost":{"id":"2158038408","pubTimestamp":1628625603,"share":"https://www.laohu8.com/m/news/2158038408?lang=&edition=full","pubTime":"2021-08-11 04:00","market":"hk","language":"zh","title":"大基建力挺标普道指走高 科技股拖累纳指回落 比特币跌落三月高位 商品反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2158038408","media":"华尔街见闻","summary":"美国三大股指收盘涨跌各异，道指初步涨超100点，成分股卡特彼勒涨约2.5%领跑。生物科技板块跌约1....","content":"<html><body><p>美国三大股指收盘涨跌各异，道指初步涨超100点，成分股<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>涨约2.5%领跑。生物科技板块跌约1.7%，芯片板块跌1.2%，拖累纳指收跌。标普500指数的11个板块中，能源板块涨超1.6%，原材料涨约1.4%，银行板块也涨超1%。芯片股<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>跌超2%。获得<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>恢复评级的Fisker涨超20%，法拉第未来涨约5%，被做空机构盯上的图森未来跌超3%。疫苗股诺瓦瓦克斯涨约8%，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>涨超4%，但莫德纳跌超5%。</p>\n<p>更新中</p></body></html>","source":"wallstreetcn_api","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>大基建力挺标普道指走高 科技股拖累纳指回落 比特币跌落三月高位 商品反弹</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\">\n大基建力挺标普道指走高 科技股拖累纳指回落 比特币跌落三月高位 商品反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 04:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637638><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国三大股指收盘涨跌各异，道指初步涨超100点，成分股卡特彼勒涨约2.5%领跑。生物科技板块跌约1.7%，芯片板块跌1.2%，拖累纳指收跌。标普500指数的11个板块中，能源板块涨超1.6%，原材料涨约1.4%，银行板块也涨超1%。芯片股应用材料跌超2%。获得摩根士丹利恢复评级的Fisker涨超20%，法拉第未来涨约5%，被做空机构盯上的图森未来跌超3%。疫苗股诺瓦瓦克斯涨约8%，辉瑞涨超4%，但...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637638\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/822c9eb58d8760a04d809fa31d9c0f34","relate_stocks":{".IXIC":"NASDAQ Composite","TTTN":"老虎中美互联网巨头ETF","UDOW":"道指三倍做多ETF-ProShares","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","CAN":"嘉楠科技","DDM":"道指两倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","EBON":"亿邦国际","DJX":"1/100道琼斯","DOG":"道指反向ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF","03086":"华夏纳指","QQQ":"纳指100ETF",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3637638","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158038408","content_text":"美国三大股指收盘涨跌各异，道指初步涨超100点，成分股卡特彼勒涨约2.5%领跑。生物科技板块跌约1.7%，芯片板块跌1.2%，拖累纳指收跌。标普500指数的11个板块中，能源板块涨超1.6%，原材料涨约1.4%，银行板块也涨超1%。芯片股应用材料跌超2%。获得摩根士丹利恢复评级的Fisker涨超20%，法拉第未来涨约5%，被做空机构盯上的图森未来跌超3%。疫苗股诺瓦瓦克斯涨约8%，辉瑞涨超4%，但莫德纳跌超5%。\n更新中","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898005108,"gmtCreate":1628438839104,"gmtModify":1633747138595,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898005108","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891978720,"gmtCreate":1628325189660,"gmtModify":1633751640030,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"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/891978720","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899484650,"gmtCreate":1628210858670,"gmtModify":1633752609391,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Alright&nbsp;","listText":"Alright&nbsp;","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899484650","repostId":"1186373801","repostType":4,"repost":{"id":"1186373801","pubTimestamp":1628209509,"share":"https://www.laohu8.com/m/news/1186373801?lang=&edition=full","pubTime":"2021-08-06 08:25","market":"us","language":"en","title":"Robinhood’s Rescuers Are Sitting on $5.4 Billion of Gains This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1186373801","media":"Bloomberg","summary":"Investors have scored returns in excess of 150% after bailing out the brokerage firm during the Game","content":"<p>Investors have scored returns in excess of 150% after bailing out the brokerage firm during the GameStop trading frenzy.</p>\n<p>When hordes of retail traders caused meme stocks such as GameStop Corp. to soar at the beginning of the year, Robinhood Markets Inc. faced a potentially terminal margin call and needed to raise cash fast.</p>\n<p>The online trading platform turned to investors including Ribbit Capital, Iconiq Capital, New Enterprise Associates and Index Ventures for a $3.55 billion rescue in the form of convertible debt. The venture firms drove a hard bargain — the debt would convert to Robinhood shares at 70% of the company’s offering price when it went public.</p>\n<p>While triple-digit returns aren’t unheard of in venture capital, rarely do they come this quickly. According to Bloomberg calculations, the firms who stepped up in February are already sitting on $5.4 billion in gains.</p>\n<p>Some of those investors now have the option to cash out, according to a regulatory filing on Thursday, a move that&nbsp;pushed down Robinhood’s shares by 13%&nbsp;after they&nbsp;doubled earlier this week.</p>\n<p>Nora Chan, a spokeswoman for Robinhood, declined to comment.</p>\n<p>The debt converted to Robinhood shares at a price of $26.60. The stock is currently trading at $61.30.</p>\n<p>The rescue financing was split into two tranches of $2.5 billion and $1 billion. Investors in the larger portion also received warrants equal to 15% of the amount they invested, and the debt accrued interest at 6%.</p>\n<p>The Thursday filing allows for holders of the first tranche of convertible debt — now equivalent to almost 98 million shares — to sell 50% of their shares. The remaining 50% must be held until Aug. 25. The largest of those holders, New Enterprise Associates, may trim its roughly 10% stake by about 3.9% or 2.9 million shares. Other possible sellers include entities affiliated with Amplo and Andreessen Horowitz.</p>\n<p>While that pushed the stock lower, the investors are still sitting on gains in excess of 150%.</p>\n<p>The 39 million shares associated with the second tranche of convertible debt aren’t included in Thursday’s filing.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robinhood’s Rescuers Are Sitting on $5.4 Billion of Gains This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRobinhood’s Rescuers Are Sitting on $5.4 Billion of Gains This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 08:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-08-05/robinhood-hood-rescuers-plot-sale-after-scoring-5-4-billion-gain-this-year><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have scored returns in excess of 150% after bailing out the brokerage firm during the GameStop trading frenzy.\nWhen hordes of retail traders caused meme stocks such as GameStop Corp. to soar...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-08-05/robinhood-hood-rescuers-plot-sale-after-scoring-5-4-billion-gain-this-year\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://www.bloomberg.com/news/articles/2021-08-05/robinhood-hood-rescuers-plot-sale-after-scoring-5-4-billion-gain-this-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186373801","content_text":"Investors have scored returns in excess of 150% after bailing out the brokerage firm during the GameStop trading frenzy.\nWhen hordes of retail traders caused meme stocks such as GameStop Corp. to soar at the beginning of the year, Robinhood Markets Inc. faced a potentially terminal margin call and needed to raise cash fast.\nThe online trading platform turned to investors including Ribbit Capital, Iconiq Capital, New Enterprise Associates and Index Ventures for a $3.55 billion rescue in the form of convertible debt. The venture firms drove a hard bargain — the debt would convert to Robinhood shares at 70% of the company’s offering price when it went public.\nWhile triple-digit returns aren’t unheard of in venture capital, rarely do they come this quickly. According to Bloomberg calculations, the firms who stepped up in February are already sitting on $5.4 billion in gains.\nSome of those investors now have the option to cash out, according to a regulatory filing on Thursday, a move that pushed down Robinhood’s shares by 13% after they doubled earlier this week.\nNora Chan, a spokeswoman for Robinhood, declined to comment.\nThe debt converted to Robinhood shares at a price of $26.60. The stock is currently trading at $61.30.\nThe rescue financing was split into two tranches of $2.5 billion and $1 billion. Investors in the larger portion also received warrants equal to 15% of the amount they invested, and the debt accrued interest at 6%.\nThe Thursday filing allows for holders of the first tranche of convertible debt — now equivalent to almost 98 million shares — to sell 50% of their shares. The remaining 50% must be held until Aug. 25. The largest of those holders, New Enterprise Associates, may trim its roughly 10% stake by about 3.9% or 2.9 million shares. Other possible sellers include entities affiliated with Amplo and Andreessen Horowitz.\nWhile that pushed the stock lower, the investors are still sitting on gains in excess of 150%.\nThe 39 million shares associated with the second tranche of convertible debt aren’t included in Thursday’s filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807882755,"gmtCreate":1628029477477,"gmtModify":1633754358621,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807882755","repostId":"1171505764","repostType":4,"repost":{"id":"1171505764","pubTimestamp":1628004619,"share":"https://www.laohu8.com/m/news/1171505764?lang=&edition=full","pubTime":"2021-08-03 23:30","market":"us","language":"en","title":"Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171505764","media":"MarketWatch","summary":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.The decision has created the impression that Apple  is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.In a research note Tuesday, Bernstein analystToni Sacconaghidoes a d","content":"<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.</p>\n<p>The decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.</p>\n<p>In a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.</p>\n<p>Sacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.</p>\n<p>There are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.</p>\n<p>The analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”</p>\n<p>Meanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.</p>\n<p>The analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.</p>\n<p>Apple shares were up 0.1%, at $145.72, in recent trading. TheS&amp;P 500was down fractionally.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?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":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1171505764","content_text":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.\nThe decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.\nIn a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.\nSacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.\nThere are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.\nThe analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”\nMeanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.\nThe analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.\nApple shares were up 0.1%, at $145.72, in recent trading. TheS&P 500was down fractionally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802960022,"gmtCreate":1627707437066,"gmtModify":1633756902681,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Awesome&nbsp;","listText":"Awesome&nbsp;","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802960022","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","pubTimestamp":1627704977,"share":"https://www.laohu8.com/m/news/1173075225?lang=&edition=full","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p>\n<p>That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p>\n<p>If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p>\n<ul>\n <li>EPR Properties (ticker:EPR)</li>\n <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li>\n <li>Pfizer Inc. (PFE)</li>\n <li>Vedanta Ltd. (VEDL)</li>\n <li>Vistra Corp. (VST)</li>\n</ul>\n<p>[Sign up for stock news with our Invested newsletter.]</p>\n<p><b>EPR Properties (EPR)</b></p>\n<p><b>Dividend yield:</b>5.7%</p>\n<p>EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p>\n<p><b>Navient Corp. (NAVI)</b></p>\n<p><b>Dividend yield:</b>3.2%</p>\n<p>Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&amp;P 500, even after that run.</p>\n<p><b>Pfizer Inc. (PFE)</b></p>\n<p><b>Dividend yield:</b>3.6%</p>\n<p>Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p>\n<p><b>Vedanta Ltd. (VEDL)</b></p>\n<p><b>Dividend yield:</b>5.1%</p>\n<p>Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p>\n<p><b>Vistra Corp. (VST)</b></p>\n<p><b>Dividend yield:</b>3.1%</p>\n<p>A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p>","source":"lsy1627705648360","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Best Dividend Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Best Dividend Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 12:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html><strong>US News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market ...</p>\n\n<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPR":"EPR不动产","PFE":"辉瑞","NAVI":"Navient Corp","VST":"Vistra Energy Corp.","VEDL":"Vedanta  Limited"},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808246747,"gmtCreate":1627598593989,"gmtModify":1633758026777,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808246747","repostId":"2155188411","repostType":4,"repost":{"id":"2155188411","pubTimestamp":1627572637,"share":"https://www.laohu8.com/m/news/2155188411?lang=&edition=full","pubTime":"2021-07-29 23:30","market":"us","language":"en","title":"3 Reasons AMD Is a Buy After Q2 2021 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2155188411","media":"Motley Fool","summary":"Advanced Micro Devices is no longer an underdog; it's a leading chip designer gobbling up market share.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) transformation from also-ran chip company to dominant designer of next-gen computing hardware is complete. With an extensive suite of high-end products addressing all major needs from consumer to cloud, AMD is growing at a fast clip, generating a healthy profit margin, and further investing in itself so it can continue gobbling up market share in the industry.</p>\n<p>Second-quarter 2021 earnings were proof of this. With a big upgrade in its full-year outlook and the global chip shortage expected to last into 2022, here are three reasons AMD's stock is still a buy.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635455%2Fsemiconductor-research-microchips.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Extra supply equated to a sales beat</h2>\n<p>AMD reported revenue of $3.85 billion in Q2, up 99% from a year ago and an acceleration from the 93% pace set in Q1. To be fair, the spring quarter was lapping the period during the first economic lockdowns in 2020 when sales were sparse. However, let's not take too much away from AMD. Semiconductor industry titan <b>Intel </b>was lapping a poor showing from a year ago too, but recently reported flat revenue in its Q2 2021.</p>\n<p>The $3.85 billion in sales actually beat CEO Dr. Lisa Su and the company's guidance provided a few months ago by $150 million. Su attributed part of the outperformance to AMD's ability to coax some extra supply from its chip fabrication partners during the last three-month period. More supply is expected to come online during the second half of 2021, but the global chip shortage will likely continue into 2022.</p>\n<p>Nevertheless, AMD's Q2 beat and further advance on the supply side led Su and the top team to raise its outlook for full-year 2021 sales growth. Revenue is now expected to be up approximately 60% from 2020, compared to previous guidance for 50% growth.</p>\n<h2>2. Years of market share gains could lie ahead</h2>\n<p>The former underdog now has an advanced lineup of chips -- on many fronts, more advanced than the flagging Intel -- and as a result, reported yet another quarter of growth across its entire product line.</p>\n<p>During Q2, AMD said half of the world's newest and fastest supercomputers were powered by its EPYC data center CPUs (central processing units). <b>Alphabet</b>'s Google Cloud also announced big leaps in price-to-performance using EPYC CPUs versus peers, no doubt helping lead to the increased adoption of the chips in cloud computing and data centers. And on the consumer chip front, <b>Tesla</b>&nbsp;chose AMD hardware to power the infotainment system in the latest Model S and Model X.</p>\n<p>These market share gains could continue for some time at AMD. The company's next-gen products utilizing 5-nanometer architecture (the smallest and highest-performing chips) are coming in 2022 -- well ahead of the product roadmap at rival Intel.</p>\n<h2>3. AMD is now a highly profitable firm</h2>\n<p>As AMD's technology has improved and sales have gained, its profitability profile has also been significantly raised. In Q2 2021, operating profit margin was 22% -- helping it break from the below-industry average, single-digit percentage operating margin it was stuck in for years. Free cash flow generated in the quarter was $888 million.</p>\n<p>The implications of this are significant. AMD can now comfortably invest in itself from cash it generates, and go shopping with the excess when an opportunity arises. Take <b>Xilinx </b>(NASDAQ:XLNX), for example. The acquisition of the leading field-programmable gate array (FPGA) company will close by the end of this year and open up yet another front on which AMD can attack Intel. Adding Xilinx to the mix will also further boost AMD's profit margin and research and development capabilities. This is a great match for the company and will position it for many more years of expansion.</p>\n<h2>Investor takeaway</h2>\n<p>AMD's stock now trades for 46 times trailing-12-month free cash flow. Considering the growth it expects to generate on its own and the looming addition of Xilinx, shares look like a long-term value right now.</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 Reasons AMD Is a Buy After Q2 2021 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; 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 Reasons AMD Is a Buy After Q2 2021 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/29/3-reasons-amd-is-a-buy-after-q2-2021-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) transformation from also-ran chip company to dominant designer of next-gen computing hardware is complete. With an extensive suite of high-end products addressing ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/29/3-reasons-amd-is-a-buy-after-q2-2021-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/07/29/3-reasons-amd-is-a-buy-after-q2-2021-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155188411","content_text":"Advanced Micro Devices (NASDAQ:AMD) transformation from also-ran chip company to dominant designer of next-gen computing hardware is complete. With an extensive suite of high-end products addressing all major needs from consumer to cloud, AMD is growing at a fast clip, generating a healthy profit margin, and further investing in itself so it can continue gobbling up market share in the industry.\nSecond-quarter 2021 earnings were proof of this. With a big upgrade in its full-year outlook and the global chip shortage expected to last into 2022, here are three reasons AMD's stock is still a buy.\nImage source: Getty Images.\n1. Extra supply equated to a sales beat\nAMD reported revenue of $3.85 billion in Q2, up 99% from a year ago and an acceleration from the 93% pace set in Q1. To be fair, the spring quarter was lapping the period during the first economic lockdowns in 2020 when sales were sparse. However, let's not take too much away from AMD. Semiconductor industry titan Intel was lapping a poor showing from a year ago too, but recently reported flat revenue in its Q2 2021.\nThe $3.85 billion in sales actually beat CEO Dr. Lisa Su and the company's guidance provided a few months ago by $150 million. Su attributed part of the outperformance to AMD's ability to coax some extra supply from its chip fabrication partners during the last three-month period. More supply is expected to come online during the second half of 2021, but the global chip shortage will likely continue into 2022.\nNevertheless, AMD's Q2 beat and further advance on the supply side led Su and the top team to raise its outlook for full-year 2021 sales growth. Revenue is now expected to be up approximately 60% from 2020, compared to previous guidance for 50% growth.\n2. Years of market share gains could lie ahead\nThe former underdog now has an advanced lineup of chips -- on many fronts, more advanced than the flagging Intel -- and as a result, reported yet another quarter of growth across its entire product line.\nDuring Q2, AMD said half of the world's newest and fastest supercomputers were powered by its EPYC data center CPUs (central processing units). Alphabet's Google Cloud also announced big leaps in price-to-performance using EPYC CPUs versus peers, no doubt helping lead to the increased adoption of the chips in cloud computing and data centers. And on the consumer chip front, Tesla chose AMD hardware to power the infotainment system in the latest Model S and Model X.\nThese market share gains could continue for some time at AMD. The company's next-gen products utilizing 5-nanometer architecture (the smallest and highest-performing chips) are coming in 2022 -- well ahead of the product roadmap at rival Intel.\n3. AMD is now a highly profitable firm\nAs AMD's technology has improved and sales have gained, its profitability profile has also been significantly raised. In Q2 2021, operating profit margin was 22% -- helping it break from the below-industry average, single-digit percentage operating margin it was stuck in for years. Free cash flow generated in the quarter was $888 million.\nThe implications of this are significant. AMD can now comfortably invest in itself from cash it generates, and go shopping with the excess when an opportunity arises. Take Xilinx (NASDAQ:XLNX), for example. The acquisition of the leading field-programmable gate array (FPGA) company will close by the end of this year and open up yet another front on which AMD can attack Intel. Adding Xilinx to the mix will also further boost AMD's profit margin and research and development capabilities. This is a great match for the company and will position it for many more years of expansion.\nInvestor takeaway\nAMD's stock now trades for 46 times trailing-12-month free cash flow. Considering the growth it expects to generate on its own and the looming addition of Xilinx, shares look like a long-term value right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808248544,"gmtCreate":1627598536088,"gmtModify":1633758028127,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808248544","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","pubTimestamp":1627542522,"share":"https://www.laohu8.com/m/news/1165497040?lang=&edition=full","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</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>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801882726,"gmtCreate":1627508860965,"gmtModify":1633764427939,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801882726","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803109388,"gmtCreate":1627426439644,"gmtModify":1633765232063,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Great 👍🏻&nbsp;","listText":"Great 👍🏻&nbsp;","text":"Great 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803109388","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803100016,"gmtCreate":1627426365835,"gmtModify":1633765233208,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803100016","repostId":"2154691065","repostType":4,"repost":{"id":"2154691065","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":1627423500,"share":"https://www.laohu8.com/m/news/2154691065?lang=&edition=full","pubTime":"2021-07-28 06:05","market":"hk","language":"en","title":"Apple profit nearly doubles as iPhone sales boom, but company projects growth slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=2154691065","media":"Dow Jones","summary":"Supply constraints and foreign exchange expected to drive lower growth rate in September quarter. Apple Inc. just posted its strongest June quarter ever, with a near doubling of profits and a huge revenue beat for its iPhone business, though shares slipped in the extended session after the company projected slower growth for the current period.Apple's $$ revenue for the quarter rose to $81.43 billion from $59.69 billion, while analysts had been anticipating $73.34 billion. The biggest positive s","content":"<font class=\"NormalMinus1\" face=\"Arial\"> <p> MW Apple profit nearly doubles as iPhone sales boom, but company projects growth slowdown </p> <p> By Emily Bary </p> <p> Supply constraints and foreign exchange expected to drive lower growth rate in September quarter </p> <p> Apple Inc. just posted its strongest June quarter ever, with a near doubling of profits and a huge revenue beat for its iPhone business, though shares slipped in the extended session after the company projected slower growth for the current period. </p> <p> The company posted fiscal third-quarter net income of $21.74 billion, or $1.30 a share, up from $11.25 billion, or 65 cents a share, a year earlier. Analysts tracked by FactSet were expecting earnings per share of $1.01. </p> <p> Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> revenue for the quarter rose to $81.43 billion from $59.69 billion, while analysts had been anticipating $73.34 billion. The biggest positive surprise came in the iPhone segment, which exceeded revenue expectations by more than $5 billion. </p> <p> The smartphone giant delivered $39.57 billion in iPhone revenue, up from $26.42 billion a year prior and far ahead of the FactSet consensus, which called for $34.19 billion. </p> <p> Once again, Apple declined to provide a numerical revenue forecast for the current period but offered \"directional insights.\" </p> <p> Apple expects \"very strong double-digit\" year-over-year revenue growth in the September quarter, though with a growth rate not as high as the 36% seen in the June quarter, according to Chief Financial Officer Luca Maestri. The company anticipates a less favorable impact from foreign exchange, a return to \"more typical\" growth for the services business, and a greater impact from supply constraints relative to the June quarter. </p> <p> Though the company was able to limit the impact of supply constraints in the June quarter such that the impact was slightly below the low end of the $3 billion to $4 billion that executives had originally projected, Apple expects a higher number in the September quarter, with impacts mainly to the iPhone and iPad businesses. </p> <p> Chief Executive Tim Cook noted that Apple \"is paying more for freight costs than I would like to pay,\" though component costs are falling in aggregate. </p> <p> Shares were off 2.2% in after-hours trading. </p> <p> The company had been seeing strong performances from its iPad and Mac businesses amid the pandemic as the remote-work boom fueled demand for those devices, and Apple posted growth once again in the June period. Apple generated $8.24 billion in Mac revenue for the quarter, up from $7.08 billion a year prior, as well as $7.37 billion in iPad revenue, up from $6.59 billion a year ago. Analysts were projecting $7.86 billion and $7.17 billion, respectively. </p> <p> Apple saw revenue for its services unit climb to $17.49 billion from $13.16 billion a year ago, above estimates for $16.26 billion. The services revenue total was an all-time record. </p> <p> The company posted $8.78 billion in revenue from its wearables, home and accessories segment. That compares with $6.45 billion a year prior and the $7.83 billion FactSet consensus. </p> <p> Shares of Apple have gained just over 10% so far this year as the Dow Jones Industrial Average , of which Apple is a component, has risen upwards of 14%. </p> <p> -Emily Bary; 415-439-6400; AskNewswires@dowjones.com </p> <pre>\n \n</pre> <p> <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires </p> <p> July 27, 2021 18:05 ET (22:05 GMT) </p> <p> Copyright (c) 2021 Dow Jones &amp; Company, Inc. </p> </font>","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 profit nearly doubles as iPhone sales boom, but company projects growth slowdown</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 profit nearly doubles as iPhone sales boom, but company projects growth slowdown\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\">2021-07-28 06:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\"> <p> MW Apple profit nearly doubles as iPhone sales boom, but company projects growth slowdown </p> <p> By Emily Bary </p> <p> Supply constraints and foreign exchange expected to drive lower growth rate in September quarter </p> <p> Apple Inc. just posted its strongest June quarter ever, with a near doubling of profits and a huge revenue beat for its iPhone business, though shares slipped in the extended session after the company projected slower growth for the current period. </p> <p> The company posted fiscal third-quarter net income of $21.74 billion, or $1.30 a share, up from $11.25 billion, or 65 cents a share, a year earlier. Analysts tracked by FactSet were expecting earnings per share of $1.01. </p> <p> Apple's <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> revenue for the quarter rose to $81.43 billion from $59.69 billion, while analysts had been anticipating $73.34 billion. The biggest positive surprise came in the iPhone segment, which exceeded revenue expectations by more than $5 billion. </p> <p> The smartphone giant delivered $39.57 billion in iPhone revenue, up from $26.42 billion a year prior and far ahead of the FactSet consensus, which called for $34.19 billion. </p> <p> Once again, Apple declined to provide a numerical revenue forecast for the current period but offered \"directional insights.\" </p> <p> Apple expects \"very strong double-digit\" year-over-year revenue growth in the September quarter, though with a growth rate not as high as the 36% seen in the June quarter, according to Chief Financial Officer Luca Maestri. The company anticipates a less favorable impact from foreign exchange, a return to \"more typical\" growth for the services business, and a greater impact from supply constraints relative to the June quarter. </p> <p> Though the company was able to limit the impact of supply constraints in the June quarter such that the impact was slightly below the low end of the $3 billion to $4 billion that executives had originally projected, Apple expects a higher number in the September quarter, with impacts mainly to the iPhone and iPad businesses. </p> <p> Chief Executive Tim Cook noted that Apple \"is paying more for freight costs than I would like to pay,\" though component costs are falling in aggregate. </p> <p> Shares were off 2.2% in after-hours trading. </p> <p> The company had been seeing strong performances from its iPad and Mac businesses amid the pandemic as the remote-work boom fueled demand for those devices, and Apple posted growth once again in the June period. Apple generated $8.24 billion in Mac revenue for the quarter, up from $7.08 billion a year prior, as well as $7.37 billion in iPad revenue, up from $6.59 billion a year ago. Analysts were projecting $7.86 billion and $7.17 billion, respectively. </p> <p> Apple saw revenue for its services unit climb to $17.49 billion from $13.16 billion a year ago, above estimates for $16.26 billion. The services revenue total was an all-time record. </p> <p> The company posted $8.78 billion in revenue from its wearables, home and accessories segment. That compares with $6.45 billion a year prior and the $7.83 billion FactSet consensus. </p> <p> Shares of Apple have gained just over 10% so far this year as the Dow Jones Industrial Average , of which Apple is a component, has risen upwards of 14%. </p> <p> -Emily Bary; 415-439-6400; AskNewswires@dowjones.com </p> <pre>\n \n</pre> <p> <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires </p> <p> July 27, 2021 18:05 ET (22:05 GMT) </p> <p> Copyright (c) 2021 Dow Jones &amp; Company, Inc. </p> </font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154691065","content_text":"MW Apple profit nearly doubles as iPhone sales boom, but company projects growth slowdown   By Emily Bary   Supply constraints and foreign exchange expected to drive lower growth rate in September quarter   Apple Inc. just posted its strongest June quarter ever, with a near doubling of profits and a huge revenue beat for its iPhone business, though shares slipped in the extended session after the company projected slower growth for the current period.   The company posted fiscal third-quarter net income of $21.74 billion, or $1.30 a share, up from $11.25 billion, or 65 cents a share, a year earlier. Analysts tracked by FactSet were expecting earnings per share of $1.01.   Apple's $(AAPL)$ revenue for the quarter rose to $81.43 billion from $59.69 billion, while analysts had been anticipating $73.34 billion. The biggest positive surprise came in the iPhone segment, which exceeded revenue expectations by more than $5 billion.   The smartphone giant delivered $39.57 billion in iPhone revenue, up from $26.42 billion a year prior and far ahead of the FactSet consensus, which called for $34.19 billion.   Once again, Apple declined to provide a numerical revenue forecast for the current period but offered \"directional insights.\"   Apple expects \"very strong double-digit\" year-over-year revenue growth in the September quarter, though with a growth rate not as high as the 36% seen in the June quarter, according to Chief Financial Officer Luca Maestri. The company anticipates a less favorable impact from foreign exchange, a return to \"more typical\" growth for the services business, and a greater impact from supply constraints relative to the June quarter.   Though the company was able to limit the impact of supply constraints in the June quarter such that the impact was slightly below the low end of the $3 billion to $4 billion that executives had originally projected, Apple expects a higher number in the September quarter, with impacts mainly to the iPhone and iPad businesses.   Chief Executive Tim Cook noted that Apple \"is paying more for freight costs than I would like to pay,\" though component costs are falling in aggregate.   Shares were off 2.2% in after-hours trading.   The company had been seeing strong performances from its iPad and Mac businesses amid the pandemic as the remote-work boom fueled demand for those devices, and Apple posted growth once again in the June period. Apple generated $8.24 billion in Mac revenue for the quarter, up from $7.08 billion a year prior, as well as $7.37 billion in iPad revenue, up from $6.59 billion a year ago. Analysts were projecting $7.86 billion and $7.17 billion, respectively.   Apple saw revenue for its services unit climb to $17.49 billion from $13.16 billion a year ago, above estimates for $16.26 billion. The services revenue total was an all-time record.   The company posted $8.78 billion in revenue from its wearables, home and accessories segment. That compares with $6.45 billion a year prior and the $7.83 billion FactSet consensus.   Shares of Apple have gained just over 10% so far this year as the Dow Jones Industrial Average , of which Apple is a component, has risen upwards of 14%.   -Emily Bary; 415-439-6400; AskNewswires@dowjones.com  \n \n  $(END)$ Dow Jones Newswires   July 27, 2021 18:05 ET (22:05 GMT)   Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145399808,"gmtCreate":1626188586204,"gmtModify":1631883941338,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>Nice&nbsp;","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$Berkshire Hathaway(BRK.B)$</a>Nice&nbsp;","text":"$Berkshire Hathaway(BRK.B)$Nice","images":[{"img":"https://static.tigerbbs.com/88faeedf36514e0973f077cf40636510","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145399808","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140717659,"gmtCreate":1625673234571,"gmtModify":1633938458078,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Value buy","listText":"Value buy","text":"Value buy","images":[{"img":"https://static.tigerbbs.com/e476577841de0a80e525ac6189089e86","width":"1125","height":"2482"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140717659","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":858679738,"gmtCreate":1635049669751,"gmtModify":1635049669918,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"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/858679738","repostId":"1174514229","repostType":4,"repost":{"id":"1174514229","pubTimestamp":1635035471,"share":"https://www.laohu8.com/m/news/1174514229?lang=&edition=full","pubTime":"2021-10-24 08:31","market":"us","language":"en","title":"US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1174514229","media":"Renaissance Capital","summary":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.","content":"<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.</p>\n<p>Semiconductor foundry&nbsp;<b>GlobalFoundries</b>(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.</p>\n<p>Enterprise cloud data management platform&nbsp;<b>Informatica</b>(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.</p>\n<p>Energy storage provider&nbsp;<b>Fluence Energy</b>(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.</p>\n<p>Revenue cycle management platform&nbsp;<b>Ensemble Health Partners</b>(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.</p>\n<p>Hiring solutions provider&nbsp;<b>HireRight Holdings</b>(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.</p>\n<p>Online education marketplace&nbsp;<b>Udemy</b>(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.</p>\n<p>Chinese drug in-licensor&nbsp;<b>LianBio</b>(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.</p>\n<p><b>Rent the Runway</b>(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.</p>\n<p>Aesthetic medical device maker&nbsp;<b>Candela Medical</b>(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.</p>\n<p>Fire pit brand&nbsp;<b>Solo Brands</b>(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.</p>\n<p>Body contouring provider&nbsp;<b>AirSculpt Technologies</b>(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.</p>\n<p>Technology firm&nbsp;<b>Arteris</b>(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.</p>\n<p><img src=\"https://static.tigerbbs.com/99c3b0173e59f4e69ff484c12bd137e7\" tg-width=\"1270\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/64e34b3c49a856e99ba64a2d57410844\" tg-width=\"1272\" tg-height=\"582\" referrerpolicy=\"no-referrer\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&amp;P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO 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\">\nUS IPO Week Ahead: Semiconductors, energy storage, designer apparel, and more in a 12 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-24 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UDMY":"Udemy, Inc.","RENT":"Rent the Runway, Inc.","HRT":"HireRight Holdings Corp.","DTC":"Solo Brands, Inc.",".DJI":"道琼斯","AIP":"Arteris, Inc.","GFS":"GLOBALFOUNDRIES Inc.","AIRS":"Airsculpt Technologies",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","INFA":"Informatica Inc.","FLNC":"Fluence Energy, Inc.","LIAN":"联拓生物"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87676/US-IPO-Week-Ahead-Semiconductors-energy-storage-designer-apparel-and-more-i","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174514229","content_text":"The IPO market continues to stay busy with 12 IPOs schedule to raise $6.8 billion in the week ahead.\nSemiconductor foundry GlobalFoundries(GFS) plans to raise $2.4 billion at a $24.6 billion market cap. Backed by Abu Dhabi’s Mubadala, US-based GlobalFoundries is one of the world’s leading specialty semiconductor foundries. Unprofitable with lumpy growth, the company states that it is the only scaled pure-play foundry with a global footprint that is not based in China.\nEnterprise cloud data management platform Informatica(INFA) plans to raise $885 million at an $8.7 billion market cap. This company provides data integration services on its AI-powered platform to over 5,700 customers through both licenses and subscriptions. Although it will be highly leveraged post-IPO, Informatica is a recognized leader in the global data management market and saw strong subscription ARR growth in the 1H21.\nEnergy storage provider Fluence Energy(FLNC) plans to raise $698 million at a $3.8 billion market cap. Formed by Siemens and AES, this company sells energy storage products and services to utilities, independent power producers, project developers, and commercial and industrial customers. Fast growing but unprofitable, Fluence Energy deployed 942 MW of storage products as of 6/30/21.\nRevenue cycle management platform Ensemble Health Partners(ENSB) plans to raise $605 million at a $3.6 billion market cap. This platform provides revenue cycle management solutions to the healthcare industry. Profitable with accelerating growth in the 1H21, Ensemble Health has over $20 billion in annual client net patient revenue under management.\nHiring solutions provider HireRight Holdings(HRT) plans to raise $500 million at a $1.8 billion market cap. This company provides background checks, verification, identification, monitoring, and drug and health screening services to over 40,000 customers. HireRight was profitable on an EBIT basis in the 1H21, though cash flow swung negative.\nOnline education marketplace Udemy(UDMY) plans to raise $406 million at a $4.3 billion market cap. This education platform provides over 183,000 courses in 75 languages to over 44 million customers in over 180 countries. Growing but unprofitable, Udemy has registered more than 73 million users since its inception.\nChinese drug in-licensor LianBio(LIAN) plans to raise $325 million at a $1.8 billion market cap. Focused on China and other Asian markets, this biopharmaceutical company develops and commercializes drugs for a variety of indications. LianBio’s pipeline currently consists of nine product candidates across five different therapeutics areas.\nRent the Runway(RENT) plans to raise $293 million at a $1.4 billion market cap. This apparel rental company originally focused on a-la-carte rentals of dresses for events, but has gradually transitioned to mostly generating revenue from monthly subscription boxes. While the company has seen active subscribers and revenue rebound in the last two quarters, it is unprofitable and leveraged post-IPO.\nAesthetic medical device maker Candela Medical(CDLA) plans to raise $250 million at a $1.7 billion market cap. Selling products directly in 18 countries and indirectly in 66 countries, this company develops medical devices for elective aesthetic procedures. Despite being hard hit by the pandemic, Candela Medical saw strong growth and turned profitable in the 1H21.\nFire pit brand Solo Brands(DTC) plans to raise $200 million at a $1.5 billion market cap. Solo Brands sells fire pits, camp stoves, and other outdoor gear through its DTC platform. Fast growing and profitable, this outdoor e-commerce has an installed base of more than 2.3 million customers.\nBody contouring provider AirSculpt Technologies(AIRS) plans to raise $160 million at an $886 million market cap. This company provides minimally-invasive body contouring procedures through 16 centers across 13 states in the US. AirSculpt Technologies is profitable with solid growth, and has seen an increase in same-center case volume as a result of lessening effects of COVID-19.\nTechnology firm Arteris(AIP) plans to raise $75 million at a $555 million market cap. This technology company develops and licenses interconnect intellectual property that manages the on-chip communications in System-on-Chip semiconductor devices. Arteris is unprofitable but saw growth accelerate in the 1H21.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 12 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/22/21, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Moderna (MRNA). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823504280,"gmtCreate":1633646607651,"gmtModify":1633646607809,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823504280","repostId":"2173944807","repostType":4,"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808246747,"gmtCreate":1627598593989,"gmtModify":1633758026777,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808246747","repostId":"2155188411","repostType":4,"repost":{"id":"2155188411","pubTimestamp":1627572637,"share":"https://www.laohu8.com/m/news/2155188411?lang=&edition=full","pubTime":"2021-07-29 23:30","market":"us","language":"en","title":"3 Reasons AMD Is a Buy After Q2 2021 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2155188411","media":"Motley Fool","summary":"Advanced Micro Devices is no longer an underdog; it's a leading chip designer gobbling up market share.","content":"<p><b>Advanced Micro Devices</b> (NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>) transformation from also-ran chip company to dominant designer of next-gen computing hardware is complete. With an extensive suite of high-end products addressing all major needs from consumer to cloud, AMD is growing at a fast clip, generating a healthy profit margin, and further investing in itself so it can continue gobbling up market share in the industry.</p>\n<p>Second-quarter 2021 earnings were proof of this. With a big upgrade in its full-year outlook and the global chip shortage expected to last into 2022, here are three reasons AMD's stock is still a buy.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F635455%2Fsemiconductor-research-microchips.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>1. Extra supply equated to a sales beat</h2>\n<p>AMD reported revenue of $3.85 billion in Q2, up 99% from a year ago and an acceleration from the 93% pace set in Q1. To be fair, the spring quarter was lapping the period during the first economic lockdowns in 2020 when sales were sparse. However, let's not take too much away from AMD. Semiconductor industry titan <b>Intel </b>was lapping a poor showing from a year ago too, but recently reported flat revenue in its Q2 2021.</p>\n<p>The $3.85 billion in sales actually beat CEO Dr. Lisa Su and the company's guidance provided a few months ago by $150 million. Su attributed part of the outperformance to AMD's ability to coax some extra supply from its chip fabrication partners during the last three-month period. More supply is expected to come online during the second half of 2021, but the global chip shortage will likely continue into 2022.</p>\n<p>Nevertheless, AMD's Q2 beat and further advance on the supply side led Su and the top team to raise its outlook for full-year 2021 sales growth. Revenue is now expected to be up approximately 60% from 2020, compared to previous guidance for 50% growth.</p>\n<h2>2. Years of market share gains could lie ahead</h2>\n<p>The former underdog now has an advanced lineup of chips -- on many fronts, more advanced than the flagging Intel -- and as a result, reported yet another quarter of growth across its entire product line.</p>\n<p>During Q2, AMD said half of the world's newest and fastest supercomputers were powered by its EPYC data center CPUs (central processing units). <b>Alphabet</b>'s Google Cloud also announced big leaps in price-to-performance using EPYC CPUs versus peers, no doubt helping lead to the increased adoption of the chips in cloud computing and data centers. And on the consumer chip front, <b>Tesla</b>&nbsp;chose AMD hardware to power the infotainment system in the latest Model S and Model X.</p>\n<p>These market share gains could continue for some time at AMD. The company's next-gen products utilizing 5-nanometer architecture (the smallest and highest-performing chips) are coming in 2022 -- well ahead of the product roadmap at rival Intel.</p>\n<h2>3. AMD is now a highly profitable firm</h2>\n<p>As AMD's technology has improved and sales have gained, its profitability profile has also been significantly raised. In Q2 2021, operating profit margin was 22% -- helping it break from the below-industry average, single-digit percentage operating margin it was stuck in for years. Free cash flow generated in the quarter was $888 million.</p>\n<p>The implications of this are significant. AMD can now comfortably invest in itself from cash it generates, and go shopping with the excess when an opportunity arises. Take <b>Xilinx </b>(NASDAQ:XLNX), for example. The acquisition of the leading field-programmable gate array (FPGA) company will close by the end of this year and open up yet another front on which AMD can attack Intel. Adding Xilinx to the mix will also further boost AMD's profit margin and research and development capabilities. This is a great match for the company and will position it for many more years of expansion.</p>\n<h2>Investor takeaway</h2>\n<p>AMD's stock now trades for 46 times trailing-12-month free cash flow. Considering the growth it expects to generate on its own and the looming addition of Xilinx, shares look like a long-term value right now.</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 Reasons AMD Is a Buy After Q2 2021 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; 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 Reasons AMD Is a Buy After Q2 2021 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/29/3-reasons-amd-is-a-buy-after-q2-2021-earnings/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (NASDAQ:AMD) transformation from also-ran chip company to dominant designer of next-gen computing hardware is complete. With an extensive suite of high-end products addressing ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/29/3-reasons-amd-is-a-buy-after-q2-2021-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QTWO":"Q2 Holdings Inc","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/07/29/3-reasons-amd-is-a-buy-after-q2-2021-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155188411","content_text":"Advanced Micro Devices (NASDAQ:AMD) transformation from also-ran chip company to dominant designer of next-gen computing hardware is complete. With an extensive suite of high-end products addressing all major needs from consumer to cloud, AMD is growing at a fast clip, generating a healthy profit margin, and further investing in itself so it can continue gobbling up market share in the industry.\nSecond-quarter 2021 earnings were proof of this. With a big upgrade in its full-year outlook and the global chip shortage expected to last into 2022, here are three reasons AMD's stock is still a buy.\nImage source: Getty Images.\n1. Extra supply equated to a sales beat\nAMD reported revenue of $3.85 billion in Q2, up 99% from a year ago and an acceleration from the 93% pace set in Q1. To be fair, the spring quarter was lapping the period during the first economic lockdowns in 2020 when sales were sparse. However, let's not take too much away from AMD. Semiconductor industry titan Intel was lapping a poor showing from a year ago too, but recently reported flat revenue in its Q2 2021.\nThe $3.85 billion in sales actually beat CEO Dr. Lisa Su and the company's guidance provided a few months ago by $150 million. Su attributed part of the outperformance to AMD's ability to coax some extra supply from its chip fabrication partners during the last three-month period. More supply is expected to come online during the second half of 2021, but the global chip shortage will likely continue into 2022.\nNevertheless, AMD's Q2 beat and further advance on the supply side led Su and the top team to raise its outlook for full-year 2021 sales growth. Revenue is now expected to be up approximately 60% from 2020, compared to previous guidance for 50% growth.\n2. Years of market share gains could lie ahead\nThe former underdog now has an advanced lineup of chips -- on many fronts, more advanced than the flagging Intel -- and as a result, reported yet another quarter of growth across its entire product line.\nDuring Q2, AMD said half of the world's newest and fastest supercomputers were powered by its EPYC data center CPUs (central processing units). Alphabet's Google Cloud also announced big leaps in price-to-performance using EPYC CPUs versus peers, no doubt helping lead to the increased adoption of the chips in cloud computing and data centers. And on the consumer chip front, Tesla chose AMD hardware to power the infotainment system in the latest Model S and Model X.\nThese market share gains could continue for some time at AMD. The company's next-gen products utilizing 5-nanometer architecture (the smallest and highest-performing chips) are coming in 2022 -- well ahead of the product roadmap at rival Intel.\n3. AMD is now a highly profitable firm\nAs AMD's technology has improved and sales have gained, its profitability profile has also been significantly raised. In Q2 2021, operating profit margin was 22% -- helping it break from the below-industry average, single-digit percentage operating margin it was stuck in for years. Free cash flow generated in the quarter was $888 million.\nThe implications of this are significant. AMD can now comfortably invest in itself from cash it generates, and go shopping with the excess when an opportunity arises. Take Xilinx (NASDAQ:XLNX), for example. The acquisition of the leading field-programmable gate array (FPGA) company will close by the end of this year and open up yet another front on which AMD can attack Intel. Adding Xilinx to the mix will also further boost AMD's profit margin and research and development capabilities. This is a great match for the company and will position it for many more years of expansion.\nInvestor takeaway\nAMD's stock now trades for 46 times trailing-12-month free cash flow. Considering the growth it expects to generate on its own and the looming addition of Xilinx, shares look like a long-term value right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891978720,"gmtCreate":1628325189660,"gmtModify":1633751640030,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"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/891978720","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803109388,"gmtCreate":1627426439644,"gmtModify":1633765232063,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Great 👍🏻&nbsp;","listText":"Great 👍🏻&nbsp;","text":"Great 👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803109388","repostId":"1148712151","repostType":4,"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808248544,"gmtCreate":1627598536088,"gmtModify":1633758028127,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808248544","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","pubTimestamp":1627542522,"share":"https://www.laohu8.com/m/news/1165497040?lang=&edition=full","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</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>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604051312,"gmtCreate":1639287102198,"gmtModify":1639287102397,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604051312","repostId":"1103250344","repostType":2,"repost":{"id":"1103250344","pubTimestamp":1639280672,"share":"https://www.laohu8.com/m/news/1103250344?lang=&edition=full","pubTime":"2021-12-12 11:44","market":"us","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p>\n<p>IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p>\n<p>Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p>\n<p>Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. &nbsp;Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p>\n<p><img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO 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\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 11:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">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",".DJI":"道琼斯","SIDU":"Sidus Space Inc.","IOT":"Samsara, Inc.",".IXIC":"NASDAQ Composite","VINE":"Fresh Vine Wine, Inc"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection.  Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898005108,"gmtCreate":1628438839104,"gmtModify":1633747138595,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898005108","repostId":"2157490509","repostType":4,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899484650,"gmtCreate":1628210858670,"gmtModify":1633752609391,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Alright&nbsp;","listText":"Alright&nbsp;","text":"Alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899484650","repostId":"1186373801","repostType":4,"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807882755,"gmtCreate":1628029477477,"gmtModify":1633754358621,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807882755","repostId":"1171505764","repostType":4,"repost":{"id":"1171505764","pubTimestamp":1628004619,"share":"https://www.laohu8.com/m/news/1171505764?lang=&edition=full","pubTime":"2021-08-03 23:30","market":"us","language":"en","title":"Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.","url":"https://stock-news.laohu8.com/highlight/detail?id=1171505764","media":"MarketWatch","summary":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.The decision has created the impression that Apple  is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.In a research note Tuesday, Bernstein analystToni Sacconaghidoes a d","content":"<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.</p>\n<p>The decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.</p>\n<p>In a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.</p>\n<p>Sacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.</p>\n<p>There are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.</p>\n<p>The analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”</p>\n<p>Meanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.</p>\n<p>The analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.</p>\n<p>Apple shares were up 0.1%, at $145.72, in recent trading. TheS&amp;P 500was down fractionally.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Advertising Business Is Bigger Than You Think. It Could Get Bigger Still.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-03 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?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":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/articles/apples-advertising-business-is-bigger-than-you-think-it-could-get-bigger-still-51628004419?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1171505764","content_text":"Apple’smove to kill off the Identifier for Advertisers system on the iPhone hasinfuriated Facebookand other companies that rely on the ability to track consumer behavior so they can sell targeted advertising.\nThe decision has created the impression that Apple (ticker: AAPL) is simply opposed to digital advertising. But that’s not actually the case. In fact, advertising is gradually becoming a material contributor to the company’s revenue base.\nIn a research note Tuesday, Bernstein analystToni Sacconaghidoes a deep dive into Apple’s ad business. While the company doesn’t talk about the business much andprovides little disclosure, Sacconaghi estimates that Apple will generate about $3 billion in ad revenue in the September 2021 fiscal year, up from about $300 million in fiscal 2017. He thinks the total could grow to the $7 billion-to-$10 billion-a-year range by fiscal 2023 or 2024, boosting growth in Apple’s services business as much as three percentage points.\nSacconaghi notes that most of Apple’s ad business is centered on search ads in the App Store. He says growth drivers in the business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the store in May. He also points out that Apple generates modest revenue today—likely under $500 million a year—from ads in the Apple News and Stocks apps.\nThere are other opportunities—including Apple Maps and Apple TV. Sacconaghi estimates that Google generates about $4 billion in ad revenue a year from Maps, with a user base about four times the size, suggesting $1 billion a year in potential ad revenue. And he says that the streaming-device companyRoku (ROKU)provides “a helpful precedent” for how Apple can generate revenue from Apple TV hardware—where he sees another $1 billion-plus opportunity.\nThe analyst adds that Apple could place ads on other properties—like Apple Fitness+ and Garage Band—but that the adoption of advertising in applications like Apple Mail, Apple TV+, or Apple’s home screens likely would “irk consumers and undermine Apple’s strongly avowed stance on privacy.”\nMeanwhile, Sacconaghi says, Apple’s position on Identifier for Advertisers, or IDFA, offers the company some competitive advantages. “While we believe that Apple’s move to eliminate IDFA was done in the spirit of advancing consumer privacy, it may ultimately provide Apple with an advertising platform that is competitively advantaged vs. peers who don’t have access to Apple’s richer APIs,” he writes.\nThe analyst notes thatAmazon.com‘s (AMZN) ad business was similar in size to Apple’s in 2017—and now has a run rate north of $25 billion and is a substantial part of the investment thesis on the stock. “Along similar lines, a large and growing advertising business could help Apple accelerate its overall Services growth rate, which would likely be viewed positively by investors,” he concludes.\nApple shares were up 0.1%, at $145.72, in recent trading. TheS&P 500was down 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09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124599446,"gmtCreate":1624770569185,"gmtModify":1633948788043,"author":{"id":"3586087274164016","authorId":"3586087274164016","name":"KarenChia","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586087274164016","idStr":"3586087274164016"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124599446","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://www.laohu8.com/m/news/1164137597?lang=&edition=full","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}