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YangXH

YangXH

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2021-08-03

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Semiconductor stocks rally after ON Semi's strong earnings

2021-08-08

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2021-09-13

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Got $1,000? 4 Buffett Stocks to Buy and Hold Forever

2021-09-12

Buy the dip

Buy or Sell Apple Stock Ahead of iPhone Event?

2021-08-05

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Intel has a plan to go beyond 3nm chips

2021-08-05

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2021-11-14

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Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.

2021-11-14

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Apple: The Bear Argument, And Why It's Wrong

2021-09-28

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3 Top Stocks You Can Buy and Hold for the Next Decade

2021-08-09

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Biden’s Electric-Car Ambitions Face Real-World Roadblocks

2021-12-09

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昨夜今晨：疫苗利好再度传来！苹果续刷历史新高

2021-09-06

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2 Top Growth Stocks to Buy in September

2021-07-29

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2021-12-12

又是一个坑。看谁往里跳。

Grab shares dropped another 9% in morning trading

2021-10-28

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2021-09-14

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Apple App Store: The Tide Is Turning

2021-09-08

buy$DiDi Global Inc.(DIDI)$

@Buy_Sell:🚀【9月7日】美股昨夜休市，港股今日高开，今天买什么？

2021-08-17

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Pfizer, BioNTech Seek FDA Clearance for Covid-19 Booster

2021-08-15

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2021-08-04

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

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15:37","market":"us","language":"en","title":"NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year","url":"https://stock-news.laohu8.com/highlight/detail?id=2200412074","media":"GlobeNewswire","summary":"Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in","content":"<html><head></head><body><p><i>Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021</i></p><ul><li><b><i>NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year</i></b></li><li><b><i>NIO delivered 25,034 vehicles in the three months ended December 2021, increasing by 44.3% year-over-year</i></b></li><li><b><i>NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year</i></b></li><li><b><i>Cumulative deliveries of the ES8, ES6 and EC6 as of December 31, 2021 reached 167,070</i></b></li></ul><p>SHANGHAI, China, Jan. 01, 2022 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its December, fourth quarter and full year 2021 delivery results.</p><p>NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year. The deliveries consisted of 2,782 ES8s, the Company’s six- or seven-seater flagship premium smart electric SUV, 4,939 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,768 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 25,034 vehicles in the fourth quarter of 2021, a new record-high quarterly delivery representing an increase of 44.3% year-over-year. NIO delivered 91,429 vehicles in 2021 in total, representing a strong increase of 109.1% year-over-year. As of December 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 167,070 vehicles.</p><p>On December 18, 2021, NIO held NIO Day 2021 in Suzhou and launched the ET5, a mid-size premium smart electric sedan, with deliveries expected to commence in September 2022. The pre-subsidy starting price of the ET5 is RMB328,000, or RMB258,000 with Battery as a Service (BaaS). In addition, the Company expects to begin the delivery of the ET7, a flagship premium smart electric sedan, in March 2022.</p><p>About NIO Inc.</p><p>NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021. NIO launched the ET5, a mid-size premium smart electric sedan, in December 2021.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-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\">\nNIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-01 15:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html><strong>GlobeNewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in...</p>\n\n<a href=\"https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","BK4167":"医疗保健技术","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4191":"家用电器","BK4539":"次新股","BK4526":"热门中概股","BK4555":"新能源车","BK4504":"桥水持仓","BK4007":"制药","BK4209":"餐馆","BK4099":"汽车制造商","BK4509":"腾讯概念","BK4183":"个人用品","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念"},"source_url":"https://finance.yahoo.com/news/nio-inc-provides-december-fourth-073700564.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2200412074","content_text":"Company Achieved New Quarterly Record and Delivered a Total of 91,429 Vehicles in 2021NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-yearNIO delivered 25,034 vehicles in the three months ended December 2021, increasing by 44.3% year-over-yearNIO delivered 91,429 vehicles in 2021 in total, increasing by 109.1% year-over-yearCumulative deliveries of the ES8, ES6 and EC6 as of December 31, 2021 reached 167,070SHANGHAI, China, Jan. 01, 2022 (GLOBE NEWSWIRE) -- NIO Inc. (“NIO” or the “Company”) (NYSE: NIO), a pioneer and a leading company in the premium smart electric vehicle market, today announced its December, fourth quarter and full year 2021 delivery results.NIO delivered 10,489 vehicles in December 2021, increasing by 49.7% year-over-year. The deliveries consisted of 2,782 ES8s, the Company’s six- or seven-seater flagship premium smart electric SUV, 4,939 ES6s, the Company’s five-seater high-performance premium smart electric SUV, and 2,768 EC6s, the Company’s five-seater premium smart electric coupe SUV. NIO delivered 25,034 vehicles in the fourth quarter of 2021, a new record-high quarterly delivery representing an increase of 44.3% year-over-year. NIO delivered 91,429 vehicles in 2021 in total, representing a strong increase of 109.1% year-over-year. As of December 31, 2021, cumulative deliveries of the ES8, ES6 and EC6 reached 167,070 vehicles.On December 18, 2021, NIO held NIO Day 2021 in Suzhou and launched the ET5, a mid-size premium smart electric sedan, with deliveries expected to commence in September 2022. The pre-subsidy starting price of the ET5 is RMB328,000, or RMB258,000 with Battery as a Service (BaaS). In addition, the Company expects to begin the delivery of the ET7, a flagship premium smart electric sedan, in March 2022.About NIO Inc.NIO Inc. is a pioneer and a leading company in the premium smart electric vehicle market. Founded in November 2014, NIO’s mission is to shape a joyful lifestyle. NIO aims to build a community starting with smart electric vehicles to share joy and grow together with users. NIO designs, develops, jointly manufactures and sells premium smart electric vehicles, driving innovations in next-generation technologies in autonomous driving, digital technologies, electric powertrains and batteries. NIO differentiates itself through its continuous technological breakthroughs and innovations, such as its industry-leading battery swapping technologies, Battery as a Service, or BaaS, as well as its proprietary autonomous driving technologies and Autonomous Driving as a Service, or ADaaS. NIO launched the ES8, a seven-seater flagship premium smart electric SUV in December 2017, and began deliveries of the ES8 in June 2018 and its variant, the six-seater ES8, in March 2019. NIO launched the ES6, a five-seater high-performance premium smart electric SUV, in December 2018, and began deliveries of the ES6 in June 2019. NIO launched the EC6, a five-seater premium smart electric coupe SUV, in December 2019, and began deliveries of the EC6 in September 2020. NIO launched the ET7, a flagship premium smart electric sedan, in January 2021. NIO launched the ET5, a mid-size premium smart electric sedan, in December 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692229908,"gmtCreate":1641000710901,"gmtModify":1641000711026,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692229908","repostId":"1158843518","repostType":4,"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691300396,"gmtCreate":1640132342748,"gmtModify":1640132342906,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691300396","repostId":"1179885314","repostType":2,"repost":{"id":"1179885314","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":1640130699,"share":"https://www.laohu8.com/m/news/1179885314?lang=&edition=full","pubTime":"2021-12-22 07:51","market":"sh","language":"zh","title":"昨夜今晨：美股三大指数强势反弹，热门中概股集体大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1179885314","media":"老虎资讯综合","summary":"摘要：①纳指大涨2.4%，标普涨1.78%；\n\n\n ②大型科技股悉数上涨，新能源汽车股普遍走高，特斯拉涨4.29%；\n\n\n ③国际油价涨超3%，美油升破71美元。\n\n海外市场\n1、美股反弹！纳指大涨2","content":"<blockquote>\n 摘要：①纳指大涨2.4%，标普涨1.78%；\n</blockquote>\n<blockquote>\n ②大型科技股悉数上涨，新能源汽车股普遍走高，特斯拉涨4.29%；\n</blockquote>\n<blockquote>\n ③国际油价涨超3%，美油升破71美元。\n</blockquote>\n<p><b>海外市场</b></p>\n<p>1、美股反弹！纳指大涨2.4% 特斯拉涨超4%</p>\n<p>拜登表示他和曼钦将在经济计划方面有所作为，在连续三个交易日下跌之后，美股市场大幅反弹，纳指涨2.4%，标普500指数涨1.78%，道指涨1.60%，均创12月8日以来单日最大涨幅。</p>\n<p>大型科技股悉数上涨，苹果涨1.91%，亚马逊涨2%，Facebook涨2.69%，谷歌涨1.32%，微软涨2.31%，奈飞涨1.88%。新能源汽车股普遍走高，特斯拉涨4.29%。</p>\n<p>2、热门中概股周二普遍反弹 爱奇艺涨超14% 哔哩哔哩涨超11%</p>\n<p>热门中概股周二普遍反弹，爱奇艺涨超14%，哔哩哔哩涨超11%；名创优品涨近9%，此前该公司宣布将在2022年9月21日之前回购至多2亿美元的ADS。</p>\n<p>其余中概股方面，金山云、网易有道涨近13%，贝壳涨近12%，哔哩哔哩涨超11%，拼多多、携程涨超8%，网易、京东、微美全息、迅雷涨超7%，阿里巴巴涨近7%，优信、雾芯科技涨近6%，新东方涨近4%。</p>\n<p>新能源汽车股中，小鹏汽车涨近11%，蔚来汽车涨超7%，理想汽车涨超6%。</p>\n<p>3、欧股集体收涨 主要股指均涨超1%</p>\n<p>德国DAX30指数涨1.37%，法国CAC40指数涨1.38%，英国富时100指数涨1.38%，西班牙IBEX35指数涨1.72%，意大利富时MIB指数涨1.75%，欧洲斯托克50指数涨1.67%。</p>\n<p>4、周二美国WTI原油收高3.9% 布油上涨3.4%</p>\n<p>原油期货周二大幅反弹，收复了最近几个交易日的部分失地。对奥密克戎变异毒株传播及其对潜在需求造成伤害的担忧，导致前几日原油期货下跌。</p>\n<p>纽约商品交易所2月交割的西德州中质原油（WTI）期货价格上涨2.65美元，涨幅3.9%，收于每桶71.26美元。2月布伦特原油期货价格上涨2.44美元，涨幅3.4%，收于每桶73.96美元。</p>\n<p>原油价格周一暴跌，但收盘时摆脱了盘中最低点。鉴于奥密克戎变异毒株在欧美迅速传播，一些欧洲国家实施封锁并考虑对消费者活动实施其他限制，使市场担心原油需求前景受到抑制。</p>\n<p>5、周二黄金期货收跌0.3% 连续第二日收跌</p>\n<p>受风险偏好回升推动，黄金期货周二收低，回吐早先的涨幅，并连续第二个交易日录得下跌。纽约商品交易所2月交割的黄金期货价格下跌5.90美元，跌幅0.3%，收于每盎司1788.70美元。</p>\n<p><b>国际宏观</b></p>\n<p>1、欧洲天然气和电价涨幅均超20% 双双创出纪录新高</p>\n<p>欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。</p>\n<p>周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。</p>\n<p>价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。</p>\n<p>2、疫情放大长期因素 美国2021年人口增速创历史新低</p>\n<p>美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。</p>\n<p>今年美国人口仅增长0.1%，即392，665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。</p>\n<p>3、omicron已成为美国的主导毒株 拜登考虑取消对非洲南部旅行禁令</p>\n<p>在omicron变异新冠毒株成为美国的主导毒株之后，美国总统乔·拜登称，他正在考虑取消对最先发现该毒株的南部非洲国家的旅行限制。</p>\n<p>拜登周二在白宫对记者说：“我正在考虑取消，未来几天我将与我的团队讨论。”拜登称，他的健康顾问建议他重新考虑这项禁令。</p>\n<p>4、拜登称仍可能与曼钦就其2万亿美元经济计划达成协议</p>\n<p>美国总统拜登表示仍可能与参议员曼钦达成协议，使大约2万亿美元的“重建更美好未来计划获得国会通过。</p>\n<p>拜登在白宫对记者表示：“我仍然认为有可能通过重建更美好未来计划。”</p>\n<p>5、纽约联储：美联储应对疫情的资产购买计划实施速度和规模前所未见</p>\n<p>纽约联储工作人员撰写并于周二发布的报告称，虽然美联储自2020年3月启动的资产购买计划并不新奇，但“速度和规模”以及“创新性”都是前所未见的。</p>\n<p>报告称，美联储资产购买迅速达到了每天超过1000亿美元，远超其在全球金融危机期间及之后的购买速度。</p>\n<p>6、新冠疫情追踪：美国日增病例超25万 英国拒绝圣诞前收紧防疫</p>\n<p>美国单日新增病例创下9月以来最高，表明omicron变异株正在迅速扩散。据约翰霍普金斯大学数据，周一新增病例近25.4万例，</p>\n<p>英国首相鲍里斯·约翰逊排除在圣诞节前收紧防疫措施的可能性，但敦促民众仍需保持谨慎。他说当前“局势仍然很微妙”，官员们可能会在12月25日之后宣布进一步的限制措施。</p>\n<p>7、全球信贷脉冲掉入负值区间</p>\n<p>历史上，当信贷脉冲为负时，通常在接下来的6—9个月内经济增长将显着降温。如果历史经验得到应验，投资者可能在明年2、3季度面临经济增长放缓的局面。</p>\n<p><b>公司新闻</b></p>\n<p>1、<a href=\"https://laohu8.com/NW/2193166394\" target=\"_blank\">美国FDA据悉最早本周批准辉瑞和默克的新冠口服药</a></p>\n<p>知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。</p>\n<p>三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2193185169\" target=\"_blank\">穆迪上调苹果公司评级至Aaa 前景展望稳定</a></p>\n<p>评级机构穆迪周二将苹果公司的长期信用评级上调至Aaa最高评级，前景展望稳定。穆迪预计这家科技巨头将在未来几年保持强劲的流动性和盈利能力。</p>\n<p>穆迪分析师Raj Joshi表示，此次上调评级反映了苹果公司“卓越的流动性、将在未来2-3年继续增长的强劲收益以及强劲的业务状况。”</p>\n<p>3、<a href=\"https://laohu8.com/NW/2193163556\" target=\"_blank\">40%回报率预测树大招风 Cathie Wood软化措辞以规避误解</a></p>\n<p>在对Ark Investment Management未来回报的大胆预测引发批评之后，Cathie Wood弱化了她的预测措辞。</p>\n<p>这位明星基金经理上周五发表的市场评论引发了质疑。她的原话是，她“目前更为集中的旗舰策略可以在未来五年实现40%的复合年回报率”。她的旗舰基金是Ark Innovation ETF（ARKK），在2020年上涨近150%之后，今年下跌约24%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2193169218\" target=\"_blank\">标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元</a></p>\n<p>标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3，647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。</p>\n<p>第三季度股票回购总额为2，346亿美元，比2020年第三季度的1，018亿美元增长130.5%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2193735152\" target=\"_blank\">打造元宇宙平台，Meta、英伟达、微软的业务重心各是什么？</a></p>\n<p>今日，知名市场研究机构IDC发布《2022年中国元宇宙市场十大预测》报告，其中提出互联网大厂各自独立布局元宇宙平台。</p>\n<p>事实上，在2021年的最后一个季度，包括Meta、英伟达、微软在内的多家科技巨头早已推出各自的元宇宙平台。</p>\n<p>6.&nbsp;<a href=\"https://laohu8.com/NW/1110309355\" target=\"_blank\">黑莓三季度调整后营收为1.84亿美元，好于市场预期</a></p>\n<p><a href=\"https://laohu8.com/S/BB\">黑莓</a>于美股盘后公布了2022财年第三季度业绩。财报显示，黑莓三季度调整后营收为1.84亿美元，此前市场预计营收为1.7725亿美元，上年同期为2.24亿美元；三季度调整后EPS为0美元，市场预计每股亏损7美分，上年同期每股收益2美分。</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>昨夜今晨：美股三大指数强势反弹，热门中概股集体大涨</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昨夜今晨：美股三大指数强势反弹，热门中概股集体大涨\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\">2021-12-22 07:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①纳指大涨2.4%，标普涨1.78%；\n</blockquote>\n<blockquote>\n ②大型科技股悉数上涨，新能源汽车股普遍走高，特斯拉涨4.29%；\n</blockquote>\n<blockquote>\n ③国际油价涨超3%，美油升破71美元。\n</blockquote>\n<p><b>海外市场</b></p>\n<p>1、美股反弹！纳指大涨2.4% 特斯拉涨超4%</p>\n<p>拜登表示他和曼钦将在经济计划方面有所作为，在连续三个交易日下跌之后，美股市场大幅反弹，纳指涨2.4%，标普500指数涨1.78%，道指涨1.60%，均创12月8日以来单日最大涨幅。</p>\n<p>大型科技股悉数上涨，苹果涨1.91%，亚马逊涨2%，Facebook涨2.69%，谷歌涨1.32%，微软涨2.31%，奈飞涨1.88%。新能源汽车股普遍走高，特斯拉涨4.29%。</p>\n<p>2、热门中概股周二普遍反弹 爱奇艺涨超14% 哔哩哔哩涨超11%</p>\n<p>热门中概股周二普遍反弹，爱奇艺涨超14%，哔哩哔哩涨超11%；名创优品涨近9%，此前该公司宣布将在2022年9月21日之前回购至多2亿美元的ADS。</p>\n<p>其余中概股方面，金山云、网易有道涨近13%，贝壳涨近12%，哔哩哔哩涨超11%，拼多多、携程涨超8%，网易、京东、微美全息、迅雷涨超7%，阿里巴巴涨近7%，优信、雾芯科技涨近6%，新东方涨近4%。</p>\n<p>新能源汽车股中，小鹏汽车涨近11%，蔚来汽车涨超7%，理想汽车涨超6%。</p>\n<p>3、欧股集体收涨 主要股指均涨超1%</p>\n<p>德国DAX30指数涨1.37%，法国CAC40指数涨1.38%，英国富时100指数涨1.38%，西班牙IBEX35指数涨1.72%，意大利富时MIB指数涨1.75%，欧洲斯托克50指数涨1.67%。</p>\n<p>4、周二美国WTI原油收高3.9% 布油上涨3.4%</p>\n<p>原油期货周二大幅反弹，收复了最近几个交易日的部分失地。对奥密克戎变异毒株传播及其对潜在需求造成伤害的担忧，导致前几日原油期货下跌。</p>\n<p>纽约商品交易所2月交割的西德州中质原油（WTI）期货价格上涨2.65美元，涨幅3.9%，收于每桶71.26美元。2月布伦特原油期货价格上涨2.44美元，涨幅3.4%，收于每桶73.96美元。</p>\n<p>原油价格周一暴跌，但收盘时摆脱了盘中最低点。鉴于奥密克戎变异毒株在欧美迅速传播，一些欧洲国家实施封锁并考虑对消费者活动实施其他限制，使市场担心原油需求前景受到抑制。</p>\n<p>5、周二黄金期货收跌0.3% 连续第二日收跌</p>\n<p>受风险偏好回升推动，黄金期货周二收低，回吐早先的涨幅，并连续第二个交易日录得下跌。纽约商品交易所2月交割的黄金期货价格下跌5.90美元，跌幅0.3%，收于每盎司1788.70美元。</p>\n<p><b>国际宏观</b></p>\n<p>1、欧洲天然气和电价涨幅均超20% 双双创出纪录新高</p>\n<p>欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。</p>\n<p>周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。</p>\n<p>价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。</p>\n<p>2、疫情放大长期因素 美国2021年人口增速创历史新低</p>\n<p>美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。</p>\n<p>今年美国人口仅增长0.1%，即392，665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。</p>\n<p>3、omicron已成为美国的主导毒株 拜登考虑取消对非洲南部旅行禁令</p>\n<p>在omicron变异新冠毒株成为美国的主导毒株之后，美国总统乔·拜登称，他正在考虑取消对最先发现该毒株的南部非洲国家的旅行限制。</p>\n<p>拜登周二在白宫对记者说：“我正在考虑取消，未来几天我将与我的团队讨论。”拜登称，他的健康顾问建议他重新考虑这项禁令。</p>\n<p>4、拜登称仍可能与曼钦就其2万亿美元经济计划达成协议</p>\n<p>美国总统拜登表示仍可能与参议员曼钦达成协议，使大约2万亿美元的“重建更美好未来计划获得国会通过。</p>\n<p>拜登在白宫对记者表示：“我仍然认为有可能通过重建更美好未来计划。”</p>\n<p>5、纽约联储：美联储应对疫情的资产购买计划实施速度和规模前所未见</p>\n<p>纽约联储工作人员撰写并于周二发布的报告称，虽然美联储自2020年3月启动的资产购买计划并不新奇，但“速度和规模”以及“创新性”都是前所未见的。</p>\n<p>报告称，美联储资产购买迅速达到了每天超过1000亿美元，远超其在全球金融危机期间及之后的购买速度。</p>\n<p>6、新冠疫情追踪：美国日增病例超25万 英国拒绝圣诞前收紧防疫</p>\n<p>美国单日新增病例创下9月以来最高，表明omicron变异株正在迅速扩散。据约翰霍普金斯大学数据，周一新增病例近25.4万例，</p>\n<p>英国首相鲍里斯·约翰逊排除在圣诞节前收紧防疫措施的可能性，但敦促民众仍需保持谨慎。他说当前“局势仍然很微妙”，官员们可能会在12月25日之后宣布进一步的限制措施。</p>\n<p>7、全球信贷脉冲掉入负值区间</p>\n<p>历史上，当信贷脉冲为负时，通常在接下来的6—9个月内经济增长将显着降温。如果历史经验得到应验，投资者可能在明年2、3季度面临经济增长放缓的局面。</p>\n<p><b>公司新闻</b></p>\n<p>1、<a href=\"https://laohu8.com/NW/2193166394\" target=\"_blank\">美国FDA据悉最早本周批准辉瑞和默克的新冠口服药</a></p>\n<p>知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。</p>\n<p>三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2193185169\" target=\"_blank\">穆迪上调苹果公司评级至Aaa 前景展望稳定</a></p>\n<p>评级机构穆迪周二将苹果公司的长期信用评级上调至Aaa最高评级，前景展望稳定。穆迪预计这家科技巨头将在未来几年保持强劲的流动性和盈利能力。</p>\n<p>穆迪分析师Raj Joshi表示，此次上调评级反映了苹果公司“卓越的流动性、将在未来2-3年继续增长的强劲收益以及强劲的业务状况。”</p>\n<p>3、<a href=\"https://laohu8.com/NW/2193163556\" target=\"_blank\">40%回报率预测树大招风 Cathie Wood软化措辞以规避误解</a></p>\n<p>在对Ark Investment Management未来回报的大胆预测引发批评之后，Cathie Wood弱化了她的预测措辞。</p>\n<p>这位明星基金经理上周五发表的市场评论引发了质疑。她的原话是，她“目前更为集中的旗舰策略可以在未来五年实现40%的复合年回报率”。她的旗舰基金是Ark Innovation ETF（ARKK），在2020年上涨近150%之后，今年下跌约24%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2193169218\" target=\"_blank\">标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元</a></p>\n<p>标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3，647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。</p>\n<p>第三季度股票回购总额为2，346亿美元，比2020年第三季度的1，018亿美元增长130.5%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2193735152\" target=\"_blank\">打造元宇宙平台，Meta、英伟达、微软的业务重心各是什么？</a></p>\n<p>今日，知名市场研究机构IDC发布《2022年中国元宇宙市场十大预测》报告，其中提出互联网大厂各自独立布局元宇宙平台。</p>\n<p>事实上，在2021年的最后一个季度，包括Meta、英伟达、微软在内的多家科技巨头早已推出各自的元宇宙平台。</p>\n<p>6.&nbsp;<a href=\"https://laohu8.com/NW/1110309355\" target=\"_blank\">黑莓三季度调整后营收为1.84亿美元，好于市场预期</a></p>\n<p><a href=\"https://laohu8.com/S/BB\">黑莓</a>于美股盘后公布了2022财年第三季度业绩。财报显示，黑莓三季度调整后营收为1.84亿美元，此前市场预计营收为1.7725亿美元，上年同期为2.24亿美元；三季度调整后EPS为0美元，市场预计每股亏损7美分，上年同期每股收益2美分。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179885314","content_text":"摘要：①纳指大涨2.4%，标普涨1.78%；\n\n\n ②大型科技股悉数上涨，新能源汽车股普遍走高，特斯拉涨4.29%；\n\n\n ③国际油价涨超3%，美油升破71美元。\n\n海外市场\n1、美股反弹！纳指大涨2.4% 特斯拉涨超4%\n拜登表示他和曼钦将在经济计划方面有所作为，在连续三个交易日下跌之后，美股市场大幅反弹，纳指涨2.4%，标普500指数涨1.78%，道指涨1.60%，均创12月8日以来单日最大涨幅。\n大型科技股悉数上涨，苹果涨1.91%，亚马逊涨2%，Facebook涨2.69%，谷歌涨1.32%，微软涨2.31%，奈飞涨1.88%。新能源汽车股普遍走高，特斯拉涨4.29%。\n2、热门中概股周二普遍反弹 爱奇艺涨超14% 哔哩哔哩涨超11%\n热门中概股周二普遍反弹，爱奇艺涨超14%，哔哩哔哩涨超11%；名创优品涨近9%，此前该公司宣布将在2022年9月21日之前回购至多2亿美元的ADS。\n其余中概股方面，金山云、网易有道涨近13%，贝壳涨近12%，哔哩哔哩涨超11%，拼多多、携程涨超8%，网易、京东、微美全息、迅雷涨超7%，阿里巴巴涨近7%，优信、雾芯科技涨近6%，新东方涨近4%。\n新能源汽车股中，小鹏汽车涨近11%，蔚来汽车涨超7%，理想汽车涨超6%。\n3、欧股集体收涨 主要股指均涨超1%\n德国DAX30指数涨1.37%，法国CAC40指数涨1.38%，英国富时100指数涨1.38%，西班牙IBEX35指数涨1.72%，意大利富时MIB指数涨1.75%，欧洲斯托克50指数涨1.67%。\n4、周二美国WTI原油收高3.9% 布油上涨3.4%\n原油期货周二大幅反弹，收复了最近几个交易日的部分失地。对奥密克戎变异毒株传播及其对潜在需求造成伤害的担忧，导致前几日原油期货下跌。\n纽约商品交易所2月交割的西德州中质原油（WTI）期货价格上涨2.65美元，涨幅3.9%，收于每桶71.26美元。2月布伦特原油期货价格上涨2.44美元，涨幅3.4%，收于每桶73.96美元。\n原油价格周一暴跌，但收盘时摆脱了盘中最低点。鉴于奥密克戎变异毒株在欧美迅速传播，一些欧洲国家实施封锁并考虑对消费者活动实施其他限制，使市场担心原油需求前景受到抑制。\n5、周二黄金期货收跌0.3% 连续第二日收跌\n受风险偏好回升推动，黄金期货周二收低，回吐早先的涨幅，并连续第二个交易日录得下跌。纽约商品交易所2月交割的黄金期货价格下跌5.90美元，跌幅0.3%，收于每盎司1788.70美元。\n国际宏观\n1、欧洲天然气和电价涨幅均超20% 双双创出纪录新高\n欧洲今年的能源危机对经济复苏构成威胁，天然气和电力价格双双创出纪录新高。\n周二，俄罗斯限制向欧洲的天然气输送后，价格飙升了超过20%，通常是电力输出国的法国被迫提高电力进口，并燃烧石油来维持供电。\n价格的上涨也迫使部分企业关闭或限产，而与此同时，上月欧元区通胀率也飙升至了历史新高。\n2、疫情放大长期因素 美国2021年人口增速创历史新低\n美国人口普查局周二公布的数据显示，由于新冠疫情放大了移民减少、人口老龄化和低出生率的影响，美国2021年人口增速为有史以来最低水平。\n今年美国人口仅增长0.1%，即392，665人，比上世纪初流感大流行和第一次世界大战期间的增幅还要低。这也是1937年以来人口增量首次不到100万。\n3、omicron已成为美国的主导毒株 拜登考虑取消对非洲南部旅行禁令\n在omicron变异新冠毒株成为美国的主导毒株之后，美国总统乔·拜登称，他正在考虑取消对最先发现该毒株的南部非洲国家的旅行限制。\n拜登周二在白宫对记者说：“我正在考虑取消，未来几天我将与我的团队讨论。”拜登称，他的健康顾问建议他重新考虑这项禁令。\n4、拜登称仍可能与曼钦就其2万亿美元经济计划达成协议\n美国总统拜登表示仍可能与参议员曼钦达成协议，使大约2万亿美元的“重建更美好未来计划获得国会通过。\n拜登在白宫对记者表示：“我仍然认为有可能通过重建更美好未来计划。”\n5、纽约联储：美联储应对疫情的资产购买计划实施速度和规模前所未见\n纽约联储工作人员撰写并于周二发布的报告称，虽然美联储自2020年3月启动的资产购买计划并不新奇，但“速度和规模”以及“创新性”都是前所未见的。\n报告称，美联储资产购买迅速达到了每天超过1000亿美元，远超其在全球金融危机期间及之后的购买速度。\n6、新冠疫情追踪：美国日增病例超25万 英国拒绝圣诞前收紧防疫\n美国单日新增病例创下9月以来最高，表明omicron变异株正在迅速扩散。据约翰霍普金斯大学数据，周一新增病例近25.4万例，\n英国首相鲍里斯·约翰逊排除在圣诞节前收紧防疫措施的可能性，但敦促民众仍需保持谨慎。他说当前“局势仍然很微妙”，官员们可能会在12月25日之后宣布进一步的限制措施。\n7、全球信贷脉冲掉入负值区间\n历史上，当信贷脉冲为负时，通常在接下来的6—9个月内经济增长将显着降温。如果历史经验得到应验，投资者可能在明年2、3季度面临经济增长放缓的局面。\n公司新闻\n1、美国FDA据悉最早本周批准辉瑞和默克的新冠口服药\n知情人士透露，美国食品和药物监督管理局（FDA）最早本周将批准辉瑞和默克生产的新冠口服药，这将是抗疫征程中一个重要里程碑，标志着疗法很快将扩大至口服药市场。\n三位知情人士称，FDA最早可能在周三宣布批准的消息。但他们同时警告称，最终计划可能会改变。\n2、穆迪上调苹果公司评级至Aaa 前景展望稳定\n评级机构穆迪周二将苹果公司的长期信用评级上调至Aaa最高评级，前景展望稳定。穆迪预计这家科技巨头将在未来几年保持强劲的流动性和盈利能力。\n穆迪分析师Raj Joshi表示，此次上调评级反映了苹果公司“卓越的流动性、将在未来2-3年继续增长的强劲收益以及强劲的业务状况。”\n3、40%回报率预测树大招风 Cathie Wood软化措辞以规避误解\n在对Ark Investment Management未来回报的大胆预测引发批评之后，Cathie Wood弱化了她的预测措辞。\n这位明星基金经理上周五发表的市场评论引发了质疑。她的原话是，她“目前更为集中的旗舰策略可以在未来五年实现40%的复合年回报率”。她的旗舰基金是Ark Innovation ETF（ARKK），在2020年上涨近150%之后，今年下跌约24%。\n4、标普500成份股公司第三季度回购和派息总额达创纪录的3647亿美元\n标普500指数成份股公司第三季度通过回购和派息，向股东创纪录回馈3，647亿美元，使得滚动12个月股东总回报达到1.24万亿美元。\n第三季度股票回购总额为2，346亿美元，比2020年第三季度的1，018亿美元增长130.5%。\n5、打造元宇宙平台，Meta、英伟达、微软的业务重心各是什么？\n今日，知名市场研究机构IDC发布《2022年中国元宇宙市场十大预测》报告，其中提出互联网大厂各自独立布局元宇宙平台。\n事实上，在2021年的最后一个季度，包括Meta、英伟达、微软在内的多家科技巨头早已推出各自的元宇宙平台。\n6. 黑莓三季度调整后营收为1.84亿美元，好于市场预期\n黑莓于美股盘后公布了2022财年第三季度业绩。财报显示，黑莓三季度调整后营收为1.84亿美元，此前市场预计营收为1.7725亿美元，上年同期为2.24亿美元；三季度调整后EPS为0美元，市场预计每股亏损7美分，上年同期每股收益2美分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605785199,"gmtCreate":1639265033810,"gmtModify":1639265033928,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"又是一个坑。看谁往里跳。","listText":"又是一个坑。看谁往里跳。","text":"又是一个坑。看谁往里跳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605785199","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639148939,"share":"https://www.laohu8.com/m/news/1134450838?lang=&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 9% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-10 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602827948,"gmtCreate":1639008697068,"gmtModify":1639008697193,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602827948","repostId":"1137331022","repostType":2,"repost":{"id":"1137331022","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":1639005672,"share":"https://www.laohu8.com/m/news/1137331022?lang=&edition=full","pubTime":"2021-12-09 07:21","market":"sh","language":"zh","title":"昨夜今晨：疫苗利好再度传来！苹果续刷历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1137331022","media":"老虎资讯综合","summary":"摘要：美股三大指数小幅收涨，苹果续创历史新高；中概股多数上涨，雾芯科技收涨超21%；辉瑞公司宣布加强针疫苗可中和奥密克戎毒株；游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%>>>\n\n海外市场\n美股三大指","content":"<blockquote>\n <b>摘要：</b>美股三大指数小幅收涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>续创历史新高；中概股多数上涨，雾芯科技收涨超21%；<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司宣布加强针疫苗可中和奥密克戎毒株；<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Q3净亏损同比扩大，盘后一度跌逾7%&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股三大指数小幅收涨，苹果续创收盘历史新高</b></p>\n<p>美国股市周三小幅上涨，许多投资者已经预期到，奥密克戎的威胁将是可控的，这种预期推动了本周股市的连续反弹。截至收盘，道琼斯指数涨0.1%，报35754.75点；标普500指数涨0.31%，报4701.21点；纳斯达克指数涨0.64%，报15786.99点。</p>\n<p><b>热门中概股收盘大多走高，雾芯科技涨超21%</b></p>\n<p>中概股多数上涨，雾芯科技收涨超21%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超13%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超11%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超11%，<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨超9%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超8%，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>涨近6%；中概新能源汽车中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超5.8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超1%。</p>\n<p><b>美油收高0.4%，布油上涨0.5%</b></p>\n<p>美国原油期货价格周三创两周来的最高收盘价。关于奥密克戎变异毒株可能不会像人们担心的那样严重破坏经济的消息接踵而至，令油价持续获得支持。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨31美分，涨幅0.4%，收于每桶72.36美元，创11月24日以来的最高收盘价；欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>2月交割的布伦特原油期货价格上涨38美分，涨幅0.5%，收于每桶75.82美元，创11月25日以来的最高收盘价。</p>\n<p><b>黄金期货收高0.1%，并创一周来盘中最高价</b></p>\n<p>黄金期货周三小幅收高，盘中一度创一周以来新高。投资者关注奥密克戎变异毒株的发展，并等待本周即将公布的美国通胀数据。纽约商品交易所最活跃的2月黄金合约上涨80美分，涨幅不到0.1%，收于每盎司1785.50美元。盘中最高为1794.30美元，创12月1日以来的最高价格。</p>\n<p><b>欧股主要指数收跌，德国DAX30指数跌0.79%</b></p>\n<p>德国DAX30指数周三收跌0.79%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.08%，法国CAC40跌0.7%，欧洲斯托克50指数跌0.99%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗</b></a></p>\n<p>辉瑞首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>摩根大通：2022年全球经济将全面复苏</b></a></p>\n<p>美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。</p>\n<p><b>世卫组织：奥密克戎毒株将显著影响全球疫情</b></p>\n<p>世卫组织总干事谭德塞表示，已有57个国家和地区出现奥密克戎毒株，预计还将继续扩散，该毒株将对全球疫情产生显著影响，但目前还难以预估具体情况。南非感染奥密克戎毒株的病例数量正在迅速增加，谭德塞呼吁各国加强监测和病毒基因测序，以了解奥密克戎毒株是否能超越德尔塔毒株成为新的主要流行毒株。</p>\n<p><a href=\"https://laohu8.com/NW/2190693181\" target=\"_blank\"><b>全球芯片短缺问题未有起色，交付等待时长再创历史新高</b></a></p>\n<p>芯片的交付时间再度延长，这项关键产品的短缺让许多行业希望再次破灭。根据Susquehanna金融集团的最新研究结果，11月芯片的交货时长（从订购到交付）比10月的21.9周增加了4天，达到约22.3周，再创该数据有史以来最长的等待时间。</p>\n<p><a href=\"https://laohu8.com/NW/2190869550\" target=\"_blank\"><b>美国职位空缺接近历史高位，“大辞职潮”近半年来首次放缓</b></a><b></b></p>\n<p>美国10月职位空缺数跃升至有纪录以来的次高水平，凸显出雇主在填补岗位空缺方面所面临的挑战。美国劳工部周三发布的职位空缺和劳动力流动调查报告显示，职位空缺数升至1100万，前月数据意外上修至1060万。辞职率降至2.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>英国首相恢复居家工作建议 以遏制omicron传播</b></a></p>\n<p>英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2190931896\" target=\"_blank\"><b>苹果股价续刷历史新高，市值逼近3万亿美元</b></a></p>\n<p>周三苹果股价再度刷新历史高位，市值也逐步接近3万亿美元。而就在一年多前，苹果市值才刚刚突破2万亿美元大关。据悉美国法院批准苹果推迟修改应用商店规则最后期限的动议，暂停执行Epic Games反垄断诉讼中针对苹果公司的应用商店禁令，该消息推动苹果股价短线拉升。</p>\n<p><a href=\"https://laohu8.com/NW/1141082394\" target=\"_blank\"><b>飙涨近22%！电子烟龙头豪掷超30亿回购股票</b></a></p>\n<p>电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。</p>\n<p><a href=\"https://laohu8.com/NW/1124189543\" target=\"_blank\"><b>辉瑞：加强针疫苗可中和奥密克戎毒株</b></a></p>\n<p>辉瑞和BioNTech公司宣布，加强针新冠疫苗能中和奥密克戎变异毒株。初步试验数据显示，尽管两剂疫苗阻断奥密克戎的效果明显较差，但接种第三剂疫苗后，针对该毒株的抗体水平提高了25倍，足以和两剂疫苗对原始毒株的效果相媲美。</p>\n<p><b><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>Evusheld疫苗获得美国食品药品监督管理局紧急使用授权</b></p>\n<p>周三阿斯利康的新冠注射剂Evusheld获得美国食品药品监督管理局紧急使用授权。FDA表示，此前针对阿斯利康的新冠注射剂Evusheld发布的紧急使用授权，是为了帮助特定的成人和儿童抵御新冠病毒。</p>\n<p><a href=\"https://laohu8.com/NW/2189667417\" target=\"_blank\"><b>谷歌和Roku达成新协议 确保YouTube和YouTube TV继续发行</b></a></p>\n<p>据报道，ROKU和谷歌今日达成了一项新的多年合作协议，使得YouTube和YouTube TV得以在Roku平台上继续存在。两家公司并未披露新协议的条款。Roku的一名代表在一份声明中称，“这项协议对我们的共同客户来说是一个积极的进展，使Roku平台上的所有流媒体用户都可以使用YouTube和YouTube TV。”</p>\n<p><a href=\"https://laohu8.com/NW/2189663059\" target=\"_blank\"><b>福特首款电动皮卡需求火爆，预订量接近20万辆</b></a></p>\n<p>据报道，<a href=\"https://laohu8.com/S/F\">福特汽车</a>证实，首款电动皮卡F150 Lightning目前零售预订量已经接近20万辆。F-150 Lightning自今年9月以来一直处于试生产阶段，根据计划，将于2022年春季正式上市，预计在2022年下半年交付。</p>\n<p><a href=\"https://laohu8.com/NW/2189527726\" target=\"_blank\"><b>英特尔CEO：供应链问题将持续至2023年</b></a></p>\n<p>英特尔和<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>CEO表示，对一些公司来说，波及整个美国经济的供应链问题正在改善，但长期修复可能需要更多时间。芯片业巨头英特尔身处全球半导体短缺的风暴中心，该公司CEO基辛格预计供应链问题将持续到2023年，部分是因为建造一家新厂需要三年时间。基辛格说：“我们认为当前正是最糟糕的阶段。”</p>\n<p><a href=\"https://laohu8.com/NW/1131202578\" target=\"_blank\"><b>游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%</b></a></p>\n<p>财报显示，第三季度营收12.97亿美元，市场预期11.89亿美元，去年同期10.05亿美元；第三季度净亏损1.054亿美元，市场预期净亏损3213.3万美元，去年同期1880万美元；第三季度每股亏损1.39美元，市场预期亏损0.4美元，去年同期亏损0.29美元。</p>\n<p><a href=\"https://laohu8.com/NW/1177663836\" target=\"_blank\"><b>UiPath&nbsp;2022财年第三季度净亏损同比扩大</b></a></p>\n<p>财报显示，第三季度营收2.21亿美元，市场预期2.09亿美元，去年同期1.47亿美元；第三季度净亏损1.23亿美元，市场预期净亏损6258.2万美元，去年同期净亏损7079.6万美元；第三季度每股亏损0.23美元，市场预期亏损0.14美元，去年同期亏损0.41美元。</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>昨夜今晨：疫苗利好再度传来！苹果续刷历史新高</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昨夜今晨：疫苗利好再度传来！苹果续刷历史新高\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\">2021-12-09 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>美股三大指数小幅收涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>续创历史新高；中概股多数上涨，雾芯科技收涨超21%；<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司宣布加强针疫苗可中和奥密克戎毒株；<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Q3净亏损同比扩大，盘后一度跌逾7%&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股三大指数小幅收涨，苹果续创收盘历史新高</b></p>\n<p>美国股市周三小幅上涨，许多投资者已经预期到，奥密克戎的威胁将是可控的，这种预期推动了本周股市的连续反弹。截至收盘，道琼斯指数涨0.1%，报35754.75点；标普500指数涨0.31%，报4701.21点；纳斯达克指数涨0.64%，报15786.99点。</p>\n<p><b>热门中概股收盘大多走高，雾芯科技涨超21%</b></p>\n<p>中概股多数上涨，雾芯科技收涨超21%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超13%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超11%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超11%，<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨超9%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超8%，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>涨近6%；中概新能源汽车中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超5.8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超1%。</p>\n<p><b>美油收高0.4%，布油上涨0.5%</b></p>\n<p>美国原油期货价格周三创两周来的最高收盘价。关于奥密克戎变异毒株可能不会像人们担心的那样严重破坏经济的消息接踵而至，令油价持续获得支持。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨31美分，涨幅0.4%，收于每桶72.36美元，创11月24日以来的最高收盘价；欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>2月交割的布伦特原油期货价格上涨38美分，涨幅0.5%，收于每桶75.82美元，创11月25日以来的最高收盘价。</p>\n<p><b>黄金期货收高0.1%，并创一周来盘中最高价</b></p>\n<p>黄金期货周三小幅收高，盘中一度创一周以来新高。投资者关注奥密克戎变异毒株的发展，并等待本周即将公布的美国通胀数据。纽约商品交易所最活跃的2月黄金合约上涨80美分，涨幅不到0.1%，收于每盎司1785.50美元。盘中最高为1794.30美元，创12月1日以来的最高价格。</p>\n<p><b>欧股主要指数收跌，德国DAX30指数跌0.79%</b></p>\n<p>德国DAX30指数周三收跌0.79%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.08%，法国CAC40跌0.7%，欧洲斯托克50指数跌0.99%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗</b></a></p>\n<p>辉瑞首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>摩根大通：2022年全球经济将全面复苏</b></a></p>\n<p>美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。</p>\n<p><b>世卫组织：奥密克戎毒株将显著影响全球疫情</b></p>\n<p>世卫组织总干事谭德塞表示，已有57个国家和地区出现奥密克戎毒株，预计还将继续扩散，该毒株将对全球疫情产生显著影响，但目前还难以预估具体情况。南非感染奥密克戎毒株的病例数量正在迅速增加，谭德塞呼吁各国加强监测和病毒基因测序，以了解奥密克戎毒株是否能超越德尔塔毒株成为新的主要流行毒株。</p>\n<p><a href=\"https://laohu8.com/NW/2190693181\" target=\"_blank\"><b>全球芯片短缺问题未有起色，交付等待时长再创历史新高</b></a></p>\n<p>芯片的交付时间再度延长，这项关键产品的短缺让许多行业希望再次破灭。根据Susquehanna金融集团的最新研究结果，11月芯片的交货时长（从订购到交付）比10月的21.9周增加了4天，达到约22.3周，再创该数据有史以来最长的等待时间。</p>\n<p><a href=\"https://laohu8.com/NW/2190869550\" target=\"_blank\"><b>美国职位空缺接近历史高位，“大辞职潮”近半年来首次放缓</b></a><b></b></p>\n<p>美国10月职位空缺数跃升至有纪录以来的次高水平，凸显出雇主在填补岗位空缺方面所面临的挑战。美国劳工部周三发布的职位空缺和劳动力流动调查报告显示，职位空缺数升至1100万，前月数据意外上修至1060万。辞职率降至2.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>英国首相恢复居家工作建议 以遏制omicron传播</b></a></p>\n<p>英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2190931896\" target=\"_blank\"><b>苹果股价续刷历史新高，市值逼近3万亿美元</b></a></p>\n<p>周三苹果股价再度刷新历史高位，市值也逐步接近3万亿美元。而就在一年多前，苹果市值才刚刚突破2万亿美元大关。据悉美国法院批准苹果推迟修改应用商店规则最后期限的动议，暂停执行Epic Games反垄断诉讼中针对苹果公司的应用商店禁令，该消息推动苹果股价短线拉升。</p>\n<p><a href=\"https://laohu8.com/NW/1141082394\" target=\"_blank\"><b>飙涨近22%！电子烟龙头豪掷超30亿回购股票</b></a></p>\n<p>电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。</p>\n<p><a href=\"https://laohu8.com/NW/1124189543\" target=\"_blank\"><b>辉瑞：加强针疫苗可中和奥密克戎毒株</b></a></p>\n<p>辉瑞和BioNTech公司宣布，加强针新冠疫苗能中和奥密克戎变异毒株。初步试验数据显示，尽管两剂疫苗阻断奥密克戎的效果明显较差，但接种第三剂疫苗后，针对该毒株的抗体水平提高了25倍，足以和两剂疫苗对原始毒株的效果相媲美。</p>\n<p><b><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>Evusheld疫苗获得美国食品药品监督管理局紧急使用授权</b></p>\n<p>周三阿斯利康的新冠注射剂Evusheld获得美国食品药品监督管理局紧急使用授权。FDA表示，此前针对阿斯利康的新冠注射剂Evusheld发布的紧急使用授权，是为了帮助特定的成人和儿童抵御新冠病毒。</p>\n<p><a href=\"https://laohu8.com/NW/2189667417\" target=\"_blank\"><b>谷歌和Roku达成新协议 确保YouTube和YouTube TV继续发行</b></a></p>\n<p>据报道，ROKU和谷歌今日达成了一项新的多年合作协议，使得YouTube和YouTube TV得以在Roku平台上继续存在。两家公司并未披露新协议的条款。Roku的一名代表在一份声明中称，“这项协议对我们的共同客户来说是一个积极的进展，使Roku平台上的所有流媒体用户都可以使用YouTube和YouTube TV。”</p>\n<p><a href=\"https://laohu8.com/NW/2189663059\" target=\"_blank\"><b>福特首款电动皮卡需求火爆，预订量接近20万辆</b></a></p>\n<p>据报道，<a href=\"https://laohu8.com/S/F\">福特汽车</a>证实，首款电动皮卡F150 Lightning目前零售预订量已经接近20万辆。F-150 Lightning自今年9月以来一直处于试生产阶段，根据计划，将于2022年春季正式上市，预计在2022年下半年交付。</p>\n<p><a href=\"https://laohu8.com/NW/2189527726\" target=\"_blank\"><b>英特尔CEO：供应链问题将持续至2023年</b></a></p>\n<p>英特尔和<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>CEO表示，对一些公司来说，波及整个美国经济的供应链问题正在改善，但长期修复可能需要更多时间。芯片业巨头英特尔身处全球半导体短缺的风暴中心，该公司CEO基辛格预计供应链问题将持续到2023年，部分是因为建造一家新厂需要三年时间。基辛格说：“我们认为当前正是最糟糕的阶段。”</p>\n<p><a href=\"https://laohu8.com/NW/1131202578\" target=\"_blank\"><b>游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%</b></a></p>\n<p>财报显示，第三季度营收12.97亿美元，市场预期11.89亿美元，去年同期10.05亿美元；第三季度净亏损1.054亿美元，市场预期净亏损3213.3万美元，去年同期1880万美元；第三季度每股亏损1.39美元，市场预期亏损0.4美元，去年同期亏损0.29美元。</p>\n<p><a href=\"https://laohu8.com/NW/1177663836\" target=\"_blank\"><b>UiPath&nbsp;2022财年第三季度净亏损同比扩大</b></a></p>\n<p>财报显示，第三季度营收2.21亿美元，市场预期2.09亿美元，去年同期1.47亿美元；第三季度净亏损1.23亿美元，市场预期净亏损6258.2万美元，去年同期净亏损7079.6万美元；第三季度每股亏损0.23美元，市场预期亏损0.14美元，去年同期亏损0.41美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","BK4507":"流媒体概念","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",".SPX":"S&P 500 Index","BK4527":"明星科技股","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137331022","content_text":"摘要：美股三大指数小幅收涨，苹果续创历史新高；中概股多数上涨，雾芯科技收涨超21%；辉瑞公司宣布加强针疫苗可中和奥密克戎毒株；游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%>>>\n\n海外市场\n美股三大指数小幅收涨，苹果续创收盘历史新高\n美国股市周三小幅上涨，许多投资者已经预期到，奥密克戎的威胁将是可控的，这种预期推动了本周股市的连续反弹。截至收盘，道琼斯指数涨0.1%，报35754.75点；标普500指数涨0.31%，报4701.21点；纳斯达克指数涨0.64%，报15786.99点。\n热门中概股收盘大多走高，雾芯科技涨超21%\n中概股多数上涨，雾芯科技收涨超21%，好未来涨超13%，贝壳涨超11%，高途涨超11%，瑞幸咖啡涨超9%，新东方涨超8%，中通快递涨近6%；中概新能源汽车中，蔚来涨超5.8%，理想汽车涨2.1%，小鹏汽车涨超1%。\n美油收高0.4%，布油上涨0.5%\n美国原油期货价格周三创两周来的最高收盘价。关于奥密克戎变异毒株可能不会像人们担心的那样严重破坏经济的消息接踵而至，令油价持续获得支持。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨31美分，涨幅0.4%，收于每桶72.36美元，创11月24日以来的最高收盘价；欧洲洲际交易所2月交割的布伦特原油期货价格上涨38美分，涨幅0.5%，收于每桶75.82美元，创11月25日以来的最高收盘价。\n黄金期货收高0.1%，并创一周来盘中最高价\n黄金期货周三小幅收高，盘中一度创一周以来新高。投资者关注奥密克戎变异毒株的发展，并等待本周即将公布的美国通胀数据。纽约商品交易所最活跃的2月黄金合约上涨80美分，涨幅不到0.1%，收于每盎司1785.50美元。盘中最高为1794.30美元，创12月1日以来的最高价格。\n欧股主要指数收跌，德国DAX30指数跌0.79%\n德国DAX30指数周三收跌0.79%，英国富时100跌0.08%，法国CAC40跌0.7%，欧洲斯托克50指数跌0.99%。\n国际宏观\n辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗\n辉瑞首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。\n摩根大通：2022年全球经济将全面复苏\n美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。\n世卫组织：奥密克戎毒株将显著影响全球疫情\n世卫组织总干事谭德塞表示，已有57个国家和地区出现奥密克戎毒株，预计还将继续扩散，该毒株将对全球疫情产生显著影响，但目前还难以预估具体情况。南非感染奥密克戎毒株的病例数量正在迅速增加，谭德塞呼吁各国加强监测和病毒基因测序，以了解奥密克戎毒株是否能超越德尔塔毒株成为新的主要流行毒株。\n全球芯片短缺问题未有起色，交付等待时长再创历史新高\n芯片的交付时间再度延长，这项关键产品的短缺让许多行业希望再次破灭。根据Susquehanna金融集团的最新研究结果，11月芯片的交货时长（从订购到交付）比10月的21.9周增加了4天，达到约22.3周，再创该数据有史以来最长的等待时间。\n美国职位空缺接近历史高位，“大辞职潮”近半年来首次放缓\n美国10月职位空缺数跃升至有纪录以来的次高水平，凸显出雇主在填补岗位空缺方面所面临的挑战。美国劳工部周三发布的职位空缺和劳动力流动调查报告显示，职位空缺数升至1100万，前月数据意外上修至1060万。辞职率降至2.8%。\n英国首相恢复居家工作建议 以遏制omicron传播\n英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。\n公司新闻\n苹果股价续刷历史新高，市值逼近3万亿美元\n周三苹果股价再度刷新历史高位，市值也逐步接近3万亿美元。而就在一年多前，苹果市值才刚刚突破2万亿美元大关。据悉美国法院批准苹果推迟修改应用商店规则最后期限的动议，暂停执行Epic Games反垄断诉讼中针对苹果公司的应用商店禁令，该消息推动苹果股价短线拉升。\n飙涨近22%！电子烟龙头豪掷超30亿回购股票\n电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。\n辉瑞：加强针疫苗可中和奥密克戎毒株\n辉瑞和BioNTech公司宣布，加强针新冠疫苗能中和奥密克戎变异毒株。初步试验数据显示，尽管两剂疫苗阻断奥密克戎的效果明显较差，但接种第三剂疫苗后，针对该毒株的抗体水平提高了25倍，足以和两剂疫苗对原始毒株的效果相媲美。\n阿斯利康Evusheld疫苗获得美国食品药品监督管理局紧急使用授权\n周三阿斯利康的新冠注射剂Evusheld获得美国食品药品监督管理局紧急使用授权。FDA表示，此前针对阿斯利康的新冠注射剂Evusheld发布的紧急使用授权，是为了帮助特定的成人和儿童抵御新冠病毒。\n谷歌和Roku达成新协议 确保YouTube和YouTube TV继续发行\n据报道，ROKU和谷歌今日达成了一项新的多年合作协议，使得YouTube和YouTube TV得以在Roku平台上继续存在。两家公司并未披露新协议的条款。Roku的一名代表在一份声明中称，“这项协议对我们的共同客户来说是一个积极的进展，使Roku平台上的所有流媒体用户都可以使用YouTube和YouTube TV。”\n福特首款电动皮卡需求火爆，预订量接近20万辆\n据报道，福特汽车证实，首款电动皮卡F150 Lightning目前零售预订量已经接近20万辆。F-150 Lightning自今年9月以来一直处于试生产阶段，根据计划，将于2022年春季正式上市，预计在2022年下半年交付。\n英特尔CEO：供应链问题将持续至2023年\n英特尔和埃森哲CEO表示，对一些公司来说，波及整个美国经济的供应链问题正在改善，但长期修复可能需要更多时间。芯片业巨头英特尔身处全球半导体短缺的风暴中心，该公司CEO基辛格预计供应链问题将持续到2023年，部分是因为建造一家新厂需要三年时间。基辛格说：“我们认为当前正是最糟糕的阶段。”\n游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%\n财报显示，第三季度营收12.97亿美元，市场预期11.89亿美元，去年同期10.05亿美元；第三季度净亏损1.054亿美元，市场预期净亏损3213.3万美元，去年同期1880万美元；第三季度每股亏损1.39美元，市场预期亏损0.4美元，去年同期亏损0.29美元。\nUiPath 2022财年第三季度净亏损同比扩大\n财报显示，第三季度营收2.21亿美元，市场预期2.09亿美元，去年同期1.47亿美元；第三季度净亏损1.23亿美元，市场预期净亏损6258.2万美元，去年同期净亏损7079.6万美元；第三季度每股亏损0.23美元，市场预期亏损0.14美元，去年同期亏损0.41美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602800962,"gmtCreate":1639003612096,"gmtModify":1639003705577,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602800962","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638977215,"share":"https://www.laohu8.com/m/news/1161444269?lang=&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rose nearly 2% to a new high</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; 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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 shares rose nearly 2% to a new high\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-08 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high&nbsp;in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873988440,"gmtCreate":1636843830814,"gmtModify":1636843830928,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873988440","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p>\n<p>“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p>\n<p>Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p>\n<p>Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p>\n<p>In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p>\n<p>The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p>\n<p>Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p>\n<p>The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p>\n<p>The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p>\n<p>The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p>\n<p>While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p>\n<p>In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p>\n<p>The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p>\n<p>“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p>\n<p>Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p>\n<p>“[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p>\n<p>The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p>\n<p>“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p>\n<p>Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p>\n<p>“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p>\n<p>Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p>\n<p>“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p>\n<p>That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p>\n<p>Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p>\n<p>Moderna shares are down more than 40% over the past three months.</p>\n<p>As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p>\n<p>When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p>\n<p>That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p>\n<p>Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p>\n<p>Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p>\n<p>An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</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>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873981731,"gmtCreate":1636843702976,"gmtModify":1636843703092,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873981731","repostId":"1129004768","repostType":4,"repost":{"id":"1129004768","pubTimestamp":1636764434,"share":"https://www.laohu8.com/m/news/1129004768?lang=&edition=full","pubTime":"2021-11-13 08:47","market":"us","language":"en","title":"Apple: The Bear Argument, And Why It's Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=1129004768","media":"Seeking Alpha","summary":"Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.This may also help to explain, in part, why Apple's revenues in Greater China shot through the","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li>\n <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li>\n <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p>\n<p>With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p>\n<p>Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p>\n<p><b>Key risk #1: drop-off in demand</b></p>\n<p>Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's&nbsp;Pierre Ferragu&nbsp;and Satori Fund's&nbsp;Dan Niles&nbsp;are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p>\n<p>The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder&nbsp;Steve Wozniak) see as merely a minor upgrade from the previous model.</p>\n<p>I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p>\n<p>This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p>\n<p>In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p>\n<p><b>Key risk #2: valuation</b></p>\n<p>The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS&nbsp;to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p>\n<p>That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p>\n<p>First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer&nbsp;have been hurting social media companies&nbsp;and their financial statements&nbsp;led to the Nasdaqe&nbsp;rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p>\n<p><b>Key risk #3: lack of positive catalysts</b></p>\n<p>The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and&nbsp;so has the refreshed lineup&nbsp;of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p>\n<p>But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p>\n<p>I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and&nbsp;autonomous vehicle&nbsp;has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p>\n<p><b>In summary</b></p>\n<p>Apple may not be the same pound-the-table opportunity that I believed it to be&nbsp;in February 2021&nbsp;or, better yet,in April 2018&nbsp;– in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: The Bear Argument, And Why It's Wrong</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: The Bear Argument, And Why It's Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129004768","content_text":"Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.\nMaybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.\n\nkmwphotography/iStock via Getty Images\nWith Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.\nBelow, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.\nKey risk #1: drop-off in demand\nNot many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.\nThe first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.\nI see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.\nSource: DM Martins Research, data from company reports\nThis may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.\nIn the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.\nKey risk #2: valuation\nThe other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.\nThat, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.\nFirst, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.\nData by YCharts\nAlso, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.\nKey risk #3: lack of positive catalysts\nThe next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.\nBut here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.\nI have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.\nIn summary\nApple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855675027,"gmtCreate":1635376050925,"gmtModify":1635377491227,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855675027","repostId":"2178234410","repostType":4,"repost":{"id":"2178234410","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1635375690,"share":"https://www.laohu8.com/m/news/2178234410?lang=&edition=full","pubTime":"2021-10-28 07:01","market":"us","language":"en","title":"Ford Motor posts stronger-than-expected profit, raises full-year forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=2178234410","media":"Reuters","summary":"DETROIT (Reuters) -Ford Motor Co on Wednesday reported a stronger-than-expected third-quarter profit","content":"<p>DETROIT (Reuters) -Ford Motor Co on Wednesday reported a stronger-than-expected third-quarter profit and raised its full-year earnings forecast as strong demand for its trucks helped offset the hit from a global semiconductor shortage.</p>\n<p>The&nbsp;shares&nbsp;surged&nbsp;8.9%&nbsp;in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d6a890fd324551ccd10e2bf96cf6ca98\" tg-width=\"849\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p>\n<p>Ford said increased availability of chips and higher wholesale vehicle shipments in the third quarter enabled it to post higher profit, revenue and cash flow from the previous quarter. The worldwide shortage of computer chips has left car manufacturers unable to complete assembly of some new vehicles.</p>\n<p>In an indication that it is managing the chip shortage better than its rival, Ford, with sales of $35.7 billion, generated more revenue than competitor General Motors Co. GM earlier on Wednesday reported quarterly revenue of $26.8 billion.</p>\n<p>The carmaker announced it will restore a quarterly dividend, paying shareholders 10 cents a share or $400 million in total in the fourth quarter.</p>\n<p>In an earnings call after the stock-market close, Chief Financial Officer John Lawler said Ford expects fourth quarter wholesale volume to rise 10%, after jumping 30% from the second quarter to the third. Wholesale shipments are largely to dealers.</p>\n<p>Ford's net income was $1.8 billion, down from $2.4 billion a year earlier.</p>\n<p>Adjusted operating earnings were $3.0 billion, compared with $3.6 billion the previous year. Ford increased its guidance for full-year adjusted operating earnings to between $10.5 billion and $11.5 billion.</p>\n<p>Earnings per share were 45 cents, compared with 60 cents in the year-ago period.</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>Ford Motor posts stronger-than-expected profit, raises full-year forecast</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\">\nFord Motor posts stronger-than-expected profit, raises full-year forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-28 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>DETROIT (Reuters) -Ford Motor Co on Wednesday reported a stronger-than-expected third-quarter profit and raised its full-year earnings forecast as strong demand for its trucks helped offset the hit from a global semiconductor shortage.</p>\n<p>The&nbsp;shares&nbsp;surged&nbsp;8.9%&nbsp;in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/d6a890fd324551ccd10e2bf96cf6ca98\" tg-width=\"849\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p>\n<p>Ford said increased availability of chips and higher wholesale vehicle shipments in the third quarter enabled it to post higher profit, revenue and cash flow from the previous quarter. The worldwide shortage of computer chips has left car manufacturers unable to complete assembly of some new vehicles.</p>\n<p>In an indication that it is managing the chip shortage better than its rival, Ford, with sales of $35.7 billion, generated more revenue than competitor General Motors Co. GM earlier on Wednesday reported quarterly revenue of $26.8 billion.</p>\n<p>The carmaker announced it will restore a quarterly dividend, paying shareholders 10 cents a share or $400 million in total in the fourth quarter.</p>\n<p>In an earnings call after the stock-market close, Chief Financial Officer John Lawler said Ford expects fourth quarter wholesale volume to rise 10%, after jumping 30% from the second quarter to the third. Wholesale shipments are largely to dealers.</p>\n<p>Ford's net income was $1.8 billion, down from $2.4 billion a year earlier.</p>\n<p>Adjusted operating earnings were $3.0 billion, compared with $3.6 billion the previous year. Ford increased its guidance for full-year adjusted operating earnings to between $10.5 billion and $11.5 billion.</p>\n<p>Earnings per share were 45 cents, compared with 60 cents in the year-ago period.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178234410","content_text":"DETROIT (Reuters) -Ford Motor Co on Wednesday reported a stronger-than-expected third-quarter profit and raised its full-year earnings forecast as strong demand for its trucks helped offset the hit from a global semiconductor shortage.\nThe shares surged 8.9% in extended trading.\n\nFord said increased availability of chips and higher wholesale vehicle shipments in the third quarter enabled it to post higher profit, revenue and cash flow from the previous quarter. The worldwide shortage of computer chips has left car manufacturers unable to complete assembly of some new vehicles.\nIn an indication that it is managing the chip shortage better than its rival, Ford, with sales of $35.7 billion, generated more revenue than competitor General Motors Co. GM earlier on Wednesday reported quarterly revenue of $26.8 billion.\nThe carmaker announced it will restore a quarterly dividend, paying shareholders 10 cents a share or $400 million in total in the fourth quarter.\nIn an earnings call after the stock-market close, Chief Financial Officer John Lawler said Ford expects fourth quarter wholesale volume to rise 10%, after jumping 30% from the second quarter to the third. Wholesale shipments are largely to dealers.\nFord's net income was $1.8 billion, down from $2.4 billion a year earlier.\nAdjusted operating earnings were $3.0 billion, compared with $3.6 billion the previous year. Ford increased its guidance for full-year adjusted operating earnings to between $10.5 billion and $11.5 billion.\nEarnings per share were 45 cents, compared with 60 cents in the year-ago period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827145628,"gmtCreate":1634436722582,"gmtModify":1634436764081,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"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/827145628","repostId":"2175114209","repostType":4,"repost":{"id":"2175114209","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1634289865,"share":"https://www.laohu8.com/m/news/2175114209?lang=&edition=full","pubTime":"2021-10-15 17:24","market":"us","language":"en","title":"5 Stocks To Watch For October 15, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2175114209","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Goldman Sachs Group Inc  (NYSE: GS) to report quarterly earnings at $10.11 per share on revenue of $11.67 billion before the opening bell. Goldman Sachs shares gained 0.5% to $393.10 in pre-market trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Goldman Sachs Group Inc </b> (NYSE:GS) to report quarterly earnings at $10.11 per share on revenue of $11.67 billion before the opening bell. Goldman Sachs shares gained 0.5% to $393.10 in pre-market trading.</li>\n <li><b>Toyota Motor Corp </b>(NYSE:TM) slashed its global production target for November by 15% due to the pandemic-triggered parts crisis. Toyota cut the production target from 1 million units to 850,000 - 900,000 units. Toyota shares slipped 0.2% to close at $175.51 on Thursday.</li>\n <li>Analysts are expecting <b>J B Hunt Transport Services Inc </b> (NASDAQ:JBHT) to have earned $1.79 per share on revenue of $3.01 billion for the latest quarter. The company will release earnings before the markets open. J B Hunt Transport shares gained 2.3% to close at $175.24 on Thursday.</li>\n</ul>\n<ul>\n <li><b>Nio Inc - ADR</b> (NYSE:NIO) said it would be able to double annual production capacity at its Hefei facility in 2022, cnEVpost reported. Nio shares rose 1.6% to $36.85 in pre-market trading.</li>\n <li><b>Alcoa Corp</b> (NYSE:AA) reported better-than-expected results for its third quarter. The company announced a $500 million buyback program and initiated a quarterly dividend of $0.10 per share. Alcoa shares climbed 5% to $51.02 in pre-market trading.</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For October 15, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For October 15, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-10-15 17:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Goldman Sachs Group Inc </b> (NYSE:GS) to report quarterly earnings at $10.11 per share on revenue of $11.67 billion before the opening bell. Goldman Sachs shares gained 0.5% to $393.10 in pre-market trading.</li>\n <li><b>Toyota Motor Corp </b>(NYSE:TM) slashed its global production target for November by 15% due to the pandemic-triggered parts crisis. Toyota cut the production target from 1 million units to 850,000 - 900,000 units. Toyota shares slipped 0.2% to close at $175.51 on Thursday.</li>\n <li>Analysts are expecting <b>J B Hunt Transport Services Inc </b> (NASDAQ:JBHT) to have earned $1.79 per share on revenue of $3.01 billion for the latest quarter. The company will release earnings before the markets open. J B Hunt Transport shares gained 2.3% to close at $175.24 on Thursday.</li>\n</ul>\n<ul>\n <li><b>Nio Inc - ADR</b> (NYSE:NIO) said it would be able to double annual production capacity at its Hefei facility in 2022, cnEVpost reported. Nio shares rose 1.6% to $36.85 in pre-market trading.</li>\n <li><b>Alcoa Corp</b> (NYSE:AA) reported better-than-expected results for its third quarter. The company announced a $500 million buyback program and initiated a quarterly dividend of $0.10 per share. Alcoa shares climbed 5% to $51.02 in pre-market trading.</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","JBHT":"JB Hunt运输服务","GS":"高盛","TM":"丰田汽车","AA":"美国铝业","03160":"华夏日股对冲"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175114209","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Goldman Sachs Group Inc  (NYSE:GS) to report quarterly earnings at $10.11 per share on revenue of $11.67 billion before the opening bell. Goldman Sachs shares gained 0.5% to $393.10 in pre-market trading.\nToyota Motor Corp (NYSE:TM) slashed its global production target for November by 15% due to the pandemic-triggered parts crisis. Toyota cut the production target from 1 million units to 850,000 - 900,000 units. Toyota shares slipped 0.2% to close at $175.51 on Thursday.\nAnalysts are expecting J B Hunt Transport Services Inc  (NASDAQ:JBHT) to have earned $1.79 per share on revenue of $3.01 billion for the latest quarter. The company will release earnings before the markets open. J B Hunt Transport shares gained 2.3% to close at $175.24 on Thursday.\n\n\nNio Inc - ADR (NYSE:NIO) said it would be able to double annual production capacity at its Hefei facility in 2022, cnEVpost reported. Nio shares rose 1.6% to $36.85 in pre-market trading.\nAlcoa Corp (NYSE:AA) reported better-than-expected results for its third quarter. The company announced a $500 million buyback program and initiated a quarterly dividend of $0.10 per share. Alcoa shares climbed 5% to $51.02 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824332460,"gmtCreate":1634278010141,"gmtModify":1634278010223,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Like&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","listText":"Like&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","text":"Like $Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824332460","repostId":"1176807279","repostType":4,"repost":{"id":"1176807279","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634203027,"share":"https://www.laohu8.com/m/news/1176807279?lang=&edition=full","pubTime":"2021-10-14 17:17","market":"us","language":"en","title":"Apple shares rallied 0.8% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1176807279","media":"Tiger Newspress","summary":"Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due ","content":"<p>Apple shares rallied 0.8% in premarket trading&nbsp;after&nbsp;Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.</p>\n<p><img src=\"https://static.tigerbbs.com/735b28a2fae1ded576148e22cba94a98\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.</p>\n<p>Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple&nbsp;despite&nbsp;reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.</p>\n<p>\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.</p>\n<p>\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.</p>\n<p>Shares of the Cupertino, Calif., company on&nbsp;Wednesday slipped 0.4% to $140.91.</p>\n<p>The investment firm maintained its overweight rating on the stock with a price target of $168 a share.</p>\n<p>\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom&nbsp;or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.</p>\n<p>Broadcom and Texas Instruments are manufacturing partners for Apple.</p>\n<p>Apple had expected to produce 90 million new iPhone models in the last three months of the year.</p>\n<p>But it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.</p>\n<p>\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple shares rallied 0.8% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rallied 0.8% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-14 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple shares rallied 0.8% in premarket trading&nbsp;after&nbsp;Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.</p>\n<p><img src=\"https://static.tigerbbs.com/735b28a2fae1ded576148e22cba94a98\" tg-width=\"848\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.</p>\n<p>Morgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple&nbsp;despite&nbsp;reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.</p>\n<p>\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.</p>\n<p>\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.</p>\n<p>Shares of the Cupertino, Calif., company on&nbsp;Wednesday slipped 0.4% to $140.91.</p>\n<p>The investment firm maintained its overweight rating on the stock with a price target of $168 a share.</p>\n<p>\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom&nbsp;or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.</p>\n<p>Broadcom and Texas Instruments are manufacturing partners for Apple.</p>\n<p>Apple had expected to produce 90 million new iPhone models in the last three months of the year.</p>\n<p>But it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.</p>\n<p>\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176807279","content_text":"Apple shares rallied 0.8% in premarket trading after Morgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple.\n\nMorgan Stanley analyst Katy Huberty reiterated an overweight rating on Apple after reports that iPhone output might be hindered by the global chip shortage.\nMorgan Stanley analyst Katy Huberty on Wednesday urged investors to buy the dip in Apple despite reports that the tech giant may need to cut production of its signature iPhone 13 by as much as 10 million units due to the global chip shortage.\n\"We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption given Apple is likely to receive more supply than competitors, demand isn't perishable,\" Huberty wrote in a note.\n\"If Apple can't meet near-term demand, the shortfall is likely to be even greater at competitors, creating an opportunity for share gains,\" she wrote in a note published Wednesday.\nShares of the Cupertino, Calif., company on Wednesday slipped 0.4% to $140.91.\nThe investment firm maintained its overweight rating on the stock with a price target of $168 a share.\n\"While we have not specifically heard of material iPhone production bottlenecks due to semiconductor shortages at Broadcom or Texas Instruments, broader supply tightness continues to be a real issue across a number of end markets,\" she added.\nBroadcom and Texas Instruments are manufacturing partners for Apple.\nApple had expected to produce 90 million new iPhone models in the last three months of the year.\nBut it’s now telling manufacturing partners that the total will be lower because Broadcom and Texas Instruments are struggling to deliver enough components,Bloomberg reported, citing sources.\n\"Our FY22 estimates are unlikely to change materially even if revenue and EPS shift across quarters,\" she added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826356956,"gmtCreate":1633993303711,"gmtModify":1633993303822,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826356956","repostId":"1178640662","repostType":4,"repost":{"id":"1178640662","pubTimestamp":1633963601,"share":"https://www.laohu8.com/m/news/1178640662?lang=&edition=full","pubTime":"2021-10-11 22:46","market":"us","language":"en","title":"Apple iPhone Wait Times Are at Multiyear Highs. What It Means for Sales.","url":"https://stock-news.laohu8.com/highlight/detail?id=1178640662","media":"Barrons","summary":"If you want to buy the new iPhone, you’re going to have to wait a while. Usually that would be a goo","content":"<p></p>\n<p>If you want to buy the new iPhone, you’re going to have to wait a while. Usually that would be a good sign for Apple stock, but the picture is a bit more complicated this year.</p>\n<p>Wait times for the iPhone 13 family of devices remain extended across the board, analysts at&nbsp;Credit Suisse&nbsp;said Friday. Customers who want the iPhone 13 Pro and Pro Max have to wait more than four weeks, which is the longest in at least four years, the team at the Swiss bank said.</p>\n<p>For the iPhone 13, the wait time is also long at two to four weeks, the analysts noted, with wait times remaining similar or even growing modestly longer between Sept. 4 and Sept. 8.</p>\n<p>The analysts’ methodology for calculating waiting periods involves measuring shipping lead times for iPhones purchased directly from Apple online in major markets around the world. They exclude demand through Apple’s physical stores as well as distribution through carriers and other retail outlets.</p>\n<p>Wait times have in the past been viewed as an indicator of demand for devices, which would suggest the iPhone 13 is headed for blowout sales. That would be good for Apple investors, because, as <i>Barron’s</i> reporter Max A. Cherney wrote last month, “Apple stock practically lives and dies on the company’s iPhone sales every year.”</p>\n<p>But this year, in a world gripped by supply-chain issues, wait times for some models being at multiyear records might not be the clear green flag it would have been in the past.</p>\n<p>“We’d highlight that while wait times are a rough proxy for initial demand, the metric is only one of many variables impacting iPhone sell-through; supply availability is a key unknown, particularly this year,” the analysts said.</p>\n<p>They added that it was “encouraging” to see wait times for the more expensive higher-end models such as the Pro and Pro Max remaining most extended, but that supply likely also plays a critical role in longer waits. This makes it even more difficult to analyze underlying demand for the iPhone 13 family.</p>\n<p>Credit Suisse has a price target of $150 on&nbsp;Apple&nbsp;(ticker: AAPL) stock, which was trading hands around $142 Monday. The company’s shares fell 0.6% when trading began this week.</p>\n<p>Apple has been approached for comment.</p>\n<p></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>Apple iPhone Wait Times Are at Multiyear Highs. What It Means for Sales.</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 iPhone Wait Times Are at Multiyear Highs. What It Means for Sales.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-11 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-iphone-wait-times-multiyear-highs-51633962094?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you want to buy the new iPhone, you’re going to have to wait a while. Usually that would be a good sign for Apple stock, but the picture is a bit more complicated this year.\nWait times for the ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-iphone-wait-times-multiyear-highs-51633962094?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-iphone-wait-times-multiyear-highs-51633962094?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178640662","content_text":"If you want to buy the new iPhone, you’re going to have to wait a while. Usually that would be a good sign for Apple stock, but the picture is a bit more complicated this year.\nWait times for the iPhone 13 family of devices remain extended across the board, analysts at Credit Suisse said Friday. Customers who want the iPhone 13 Pro and Pro Max have to wait more than four weeks, which is the longest in at least four years, the team at the Swiss bank said.\nFor the iPhone 13, the wait time is also long at two to four weeks, the analysts noted, with wait times remaining similar or even growing modestly longer between Sept. 4 and Sept. 8.\nThe analysts’ methodology for calculating waiting periods involves measuring shipping lead times for iPhones purchased directly from Apple online in major markets around the world. They exclude demand through Apple’s physical stores as well as distribution through carriers and other retail outlets.\nWait times have in the past been viewed as an indicator of demand for devices, which would suggest the iPhone 13 is headed for blowout sales. That would be good for Apple investors, because, as Barron’s reporter Max A. Cherney wrote last month, “Apple stock practically lives and dies on the company’s iPhone sales every year.”\nBut this year, in a world gripped by supply-chain issues, wait times for some models being at multiyear records might not be the clear green flag it would have been in the past.\n“We’d highlight that while wait times are a rough proxy for initial demand, the metric is only one of many variables impacting iPhone sell-through; supply availability is a key unknown, particularly this year,” the analysts said.\nThey added that it was “encouraging” to see wait times for the more expensive higher-end models such as the Pro and Pro Max remaining most extended, but that supply likely also plays a critical role in longer waits. This makes it even more difficult to analyze underlying demand for the iPhone 13 family.\nCredit Suisse has a price target of $150 on Apple (ticker: AAPL) stock, which was trading hands around $142 Monday. The company’s shares fell 0.6% when trading began this week.\nApple has been approached for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821633938,"gmtCreate":1633738598329,"gmtModify":1633738598517,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Thanks for sharing.&nbsp;","listText":"Thanks for sharing.&nbsp;","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821633938","repostId":"2173926948","repostType":4,"repost":{"id":"2173926948","pubTimestamp":1633697520,"share":"https://www.laohu8.com/m/news/2173926948?lang=&edition=full","pubTime":"2021-10-08 20:52","market":"us","language":"en","title":"Better Semiconductor Stock: TSMC vs. UMC","url":"https://stock-news.laohu8.com/highlight/detail?id=2173926948","media":"Motley Fool","summary":"Which of these Taiwanese chip foundries is a better all-around investment?","content":"<p><b><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a></b> has attracted a lot of attention as the global chip shortage has worsened over the past two years. As the world's largest and most advanced contract chipmaker, TSMC is a linchpin of the semiconductor sector, and the chip shortage probably won't end until it significantly increases its capacity.</p>\n<p>However, TSMC's smaller Taiwanese rival, <b><a href=\"https://laohu8.com/S/UMC\">United Microelectronics</a></b>, attracts a lot less attention. That's probably because UMC manufactures larger and older chips instead of the cutting-edge ones that dominate TSMC's manufacturing plants.</p>\n<p><img src=\"https://static.tigerbbs.com/5adaad08116289eef077a0020cc8530f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<p>Over the past 12 months, UMC's stock price has rallied nearly 120% as TSMC's stock price advanced about 30%. Over the past five years, UMC's stock price skyrocketed nearly 480% as TSMC's stock rose about 250%.</p>\n<p>Have investors been paying attention to the wrong Taiwanese chip foundry all this time?</p>\n<h3>The key differences between TSMC and UMC</h3>\n<p>TSMC controlled 52.9% of the pure wafer foundry market in the second quarter of 2021, according to TrendForce. <b>Samsung</b> ranked second with a 17.3% share, followed by UMC with a 7.3% share.</p>\n<p>TSMC manufactures chips of all sizes, but it generated 49% of its revenue from its smallest 5nm and 7nm nodes in its most recent quarter. TSMC and Samsung are the only two foundries that manufacture 5nm and 7nm chips, but TSMC's chips have a higher transistor density than Samsung's -- which makes its manufacturing process the most advanced in the world.</p>\n<p>That's why the world's top fabless chipmakers, including <b><a href=\"https://laohu8.com/S/AEIS\">Advanced</a> Micro Devices</b>, <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b>, and <b><a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a></b>, all outsource their highest-end chips to TSMC. That's also why there's a major traffic jam at TSMC's plants.</p>\n<p>UMC doesn't manufacture any chips beyond the 14nm node. Three years ago, it abandoned its efforts to develop smaller chips and focused on manufacturing less advanced chips for the automotive and Internet of Things (IoT) markets instead. UMC noted that developing more advanced chips would be too capital-intensive and that its market opportunity was smaller than its market for older chips.</p>\n<p>UMC has the capability to manufacture 14nm chips, but it isn't generating any meaningful revenue from that higher-end node yet. Instead, it generated 58% of its revenue by manufacturing 65nm, 40nm, 28nm, and 22nm chips last quarter, while the rest came from even older nodes.</p>\n<p>UMC's plants have been operating at maximum capacity this year, but it faces less pressure to aggressively build new plants like TSMC because other foundries -- like <b>GlobalFoundries </b>and <a href=\"https://laohu8.com/S/CAAS\">China</a>'s <b><a href=\"https://laohu8.com/S/00981\">SMIC</a></b> -- can also manufacture comparable chips for the automotive and IoT markets.</p>\n<h3>Which company is growing faster?</h3>\n<p>TSMC's revenue grew 4% in 2019 and jumped 25% in 2020, and analysts expect its revenue to rise 18% this year. They expect its revenue to grow another 18% in 2022 as the chip shortage drags on.</p>\n<p>UMC's operating revenue declined 2% in 2019 as it retreated from higher-end chips. But its revenue rose 19% in 2020 as demand for its mid- to lower-end chips accelerated, and analysts anticipate 18% sales growth this year followed by 10% growth in 2022.</p>\n<p>UMC's underlying technologies and revenue growth rates are less impressive than TSMC's, but its shift toward lower-end nodes enabled it to generate stronger earnings growth. TSMC's net income increased 50% in 2020, but UMC's net income nearly tripled.</p>\n<p>Analysts expect TSMC's net income to rise 12% this year, even as it starts executing an ambitious three-year $100 billion plan to boost its capacity. But they expect UMC's net income to more than double this year as it maintains stable capex levels and avoids the spending war between TSMC and <b><a href=\"https://laohu8.com/S/INTC\">Intel</a></b> (NASDAQ:INTC), which has set an ambitious goal of reclaiming its lead in the process race from TSMC by 2025.</p>\n<h3>The tortoise or the hare?</h3>\n<p>TSMC is still growing rapidly, but it's paying a high price to maintain its lead against Samsung and Intel. UMC is also generating robust growth, but it's maintaining a lower profile, serving lower-end markets, and isn't allocating tens of billions of dollars toward the construction of new cutting-edge plants.</p>\n<p>TSMC's stock looks reasonably valued at 21 times next year's earnings, but UMC trades at just 13 times next year's earnings -- even though it's already outperformed its larger rival over the past 12 months.</p>\n<p>UMC is essentially the tortoise of the foundry sector to TSMC's hare. Both of these companies are still sound long-term investments in the semiconductor sector, but I believe UMC's more conservative approach will enable it to generate bigger gains than TSMC for the foreseeable future.</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>Better Semiconductor Stock: TSMC vs. UMC</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\">\nBetter Semiconductor Stock: TSMC vs. UMC\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 20:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/10/08/better-semiconductor-stock-tsmc-vs-umc/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing has attracted a lot of attention as the global chip shortage has worsened over the past two years. As the world's largest and most advanced contract chipmaker, TSMC ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/08/better-semiconductor-stock-tsmc-vs-umc/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","UMC":"联电"},"source_url":"https://www.fool.com/investing/2021/10/08/better-semiconductor-stock-tsmc-vs-umc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173926948","content_text":"Taiwan Semiconductor Manufacturing has attracted a lot of attention as the global chip shortage has worsened over the past two years. As the world's largest and most advanced contract chipmaker, TSMC is a linchpin of the semiconductor sector, and the chip shortage probably won't end until it significantly increases its capacity.\nHowever, TSMC's smaller Taiwanese rival, United Microelectronics, attracts a lot less attention. That's probably because UMC manufactures larger and older chips instead of the cutting-edge ones that dominate TSMC's manufacturing plants.\n\nImage source: Getty Images.\nOver the past 12 months, UMC's stock price has rallied nearly 120% as TSMC's stock price advanced about 30%. Over the past five years, UMC's stock price skyrocketed nearly 480% as TSMC's stock rose about 250%.\nHave investors been paying attention to the wrong Taiwanese chip foundry all this time?\nThe key differences between TSMC and UMC\nTSMC controlled 52.9% of the pure wafer foundry market in the second quarter of 2021, according to TrendForce. Samsung ranked second with a 17.3% share, followed by UMC with a 7.3% share.\nTSMC manufactures chips of all sizes, but it generated 49% of its revenue from its smallest 5nm and 7nm nodes in its most recent quarter. TSMC and Samsung are the only two foundries that manufacture 5nm and 7nm chips, but TSMC's chips have a higher transistor density than Samsung's -- which makes its manufacturing process the most advanced in the world.\nThat's why the world's top fabless chipmakers, including Advanced Micro Devices, Apple, and Qualcomm, all outsource their highest-end chips to TSMC. That's also why there's a major traffic jam at TSMC's plants.\nUMC doesn't manufacture any chips beyond the 14nm node. Three years ago, it abandoned its efforts to develop smaller chips and focused on manufacturing less advanced chips for the automotive and Internet of Things (IoT) markets instead. UMC noted that developing more advanced chips would be too capital-intensive and that its market opportunity was smaller than its market for older chips.\nUMC has the capability to manufacture 14nm chips, but it isn't generating any meaningful revenue from that higher-end node yet. Instead, it generated 58% of its revenue by manufacturing 65nm, 40nm, 28nm, and 22nm chips last quarter, while the rest came from even older nodes.\nUMC's plants have been operating at maximum capacity this year, but it faces less pressure to aggressively build new plants like TSMC because other foundries -- like GlobalFoundries and China's SMIC -- can also manufacture comparable chips for the automotive and IoT markets.\nWhich company is growing faster?\nTSMC's revenue grew 4% in 2019 and jumped 25% in 2020, and analysts expect its revenue to rise 18% this year. They expect its revenue to grow another 18% in 2022 as the chip shortage drags on.\nUMC's operating revenue declined 2% in 2019 as it retreated from higher-end chips. But its revenue rose 19% in 2020 as demand for its mid- to lower-end chips accelerated, and analysts anticipate 18% sales growth this year followed by 10% growth in 2022.\nUMC's underlying technologies and revenue growth rates are less impressive than TSMC's, but its shift toward lower-end nodes enabled it to generate stronger earnings growth. TSMC's net income increased 50% in 2020, but UMC's net income nearly tripled.\nAnalysts expect TSMC's net income to rise 12% this year, even as it starts executing an ambitious three-year $100 billion plan to boost its capacity. But they expect UMC's net income to more than double this year as it maintains stable capex levels and avoids the spending war between TSMC and Intel (NASDAQ:INTC), which has set an ambitious goal of reclaiming its lead in the process race from TSMC by 2025.\nThe tortoise or the hare?\nTSMC is still growing rapidly, but it's paying a high price to maintain its lead against Samsung and Intel. UMC is also generating robust growth, but it's maintaining a lower profile, serving lower-end markets, and isn't allocating tens of billions of dollars toward the construction of new cutting-edge plants.\nTSMC's stock looks reasonably valued at 21 times next year's earnings, but UMC trades at just 13 times next year's earnings -- even though it's already outperformed its larger rival over the past 12 months.\nUMC is essentially the tortoise of the foundry sector to TSMC's hare. Both of these companies are still sound long-term investments in the semiconductor sector, but I believe UMC's more conservative approach will enable it to generate bigger gains than TSMC for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820600301,"gmtCreate":1633387291035,"gmtModify":1633387291255,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820600301","repostId":"1144613093","repostType":4,"repost":{"id":"1144613093","pubTimestamp":1633356940,"share":"https://www.laohu8.com/m/news/1144613093?lang=&edition=full","pubTime":"2021-10-04 22:15","market":"us","language":"en","title":"Ford Motor U.S. sales rose 34.3% M/M in September; EV sales up 91.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144613093","media":"seekingalpha","summary":"Ford Motor (F+2.3%) reports U.S. sales fell 17.7% Y/Y to 156,614 vehicles in September.\nTruck sales ","content":"<ul>\n <li>Ford Motor (F+2.3%)&nbsp;reports&nbsp;U.S. sales fell 17.7% Y/Y to 156,614 vehicles in September.</li>\n <li>Truck sales slipped 22.6% Y/Y to 83,554 units, Car sales down 80.3% Y/Y to 2,800 units, and SUVs +3.7% Y/Y to 70,260 units.</li>\n <li>Total retail sales -20.8%: Truck -29.7%, Cars -79.5% and SUV +3.7%.</li>\n <li>Sequentially retail sales improved 34.3% for the month.</li>\n <li>Ford’s electrified vehicle sales were up 91.6% on sales of 9,150 vehicles.</li>\n <li>F-150 Lightning reservations exceeded 150,000 mark.</li>\n <li>Strong gains came from F-Series, which was up 36.5% Y/Y. Overall F-650/F-750 medium trucks were up 47.2% Y/Y.</li>\n <li>“New products and improved inventories made Ford America’s best-selling automaker in September. Retail sales gained 34 percent, compared to August, and we expanded our retail share 3.8 percentage points. Inventory turn rates are at the highest we’ve ever seen, with 31 percent of our retail sales coming from filling customer orders. The highly anticipated Maverick had a successful launch at month’s end, while the new Bronco is flowing to dealers with in-transit vehicles up 200 percent compared to a month ago\",&nbsp;says&nbsp;Andrew Frick, vice president, Ford Sales U.S. and Canada.</li>\n <li>Last week, the companyrenewed$15.5B credit lined to achieve ESG goals.</li>\n</ul>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Motor U.S. sales rose 34.3% M/M in September; EV sales up 91.6%</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\">\nFord Motor U.S. sales rose 34.3% M/M in September; EV sales up 91.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-04 22:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3748070-ford-motor-us-retail-sales-fell-208-yy-and-rose-343-mm-in-september-ev-sales-up-916><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor (F+2.3%) reports U.S. sales fell 17.7% Y/Y to 156,614 vehicles in September.\nTruck sales slipped 22.6% Y/Y to 83,554 units, Car sales down 80.3% Y/Y to 2,800 units, and SUVs +3.7% Y/Y to 70...</p>\n\n<a href=\"https://seekingalpha.com/news/3748070-ford-motor-us-retail-sales-fell-208-yy-and-rose-343-mm-in-september-ev-sales-up-916\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://seekingalpha.com/news/3748070-ford-motor-us-retail-sales-fell-208-yy-and-rose-343-mm-in-september-ev-sales-up-916","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1144613093","content_text":"Ford Motor (F+2.3%) reports U.S. sales fell 17.7% Y/Y to 156,614 vehicles in September.\nTruck sales slipped 22.6% Y/Y to 83,554 units, Car sales down 80.3% Y/Y to 2,800 units, and SUVs +3.7% Y/Y to 70,260 units.\nTotal retail sales -20.8%: Truck -29.7%, Cars -79.5% and SUV +3.7%.\nSequentially retail sales improved 34.3% for the month.\nFord’s electrified vehicle sales were up 91.6% on sales of 9,150 vehicles.\nF-150 Lightning reservations exceeded 150,000 mark.\nStrong gains came from F-Series, which was up 36.5% Y/Y. Overall F-650/F-750 medium trucks were up 47.2% Y/Y.\n“New products and improved inventories made Ford America’s best-selling automaker in September. Retail sales gained 34 percent, compared to August, and we expanded our retail share 3.8 percentage points. Inventory turn rates are at the highest we’ve ever seen, with 31 percent of our retail sales coming from filling customer orders. The highly anticipated Maverick had a successful launch at month’s end, while the new Bronco is flowing to dealers with in-transit vehicles up 200 percent compared to a month ago\", says Andrew Frick, vice president, Ford Sales U.S. and Canada.\nLast week, the companyrenewed$15.5B credit lined to achieve ESG goals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866654165,"gmtCreate":1632780229357,"gmtModify":1632797972996,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866654165","repostId":"2170623235","repostType":4,"repost":{"id":"2170623235","pubTimestamp":1632755903,"share":"https://www.laohu8.com/m/news/2170623235?lang=&edition=full","pubTime":"2021-09-27 23:18","market":"us","language":"en","title":"3 Top Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2170623235","media":"Motley Fool","summary":"A restructuring play, an ESG play, and a stock with growth at a reasonable price make up this list.","content":"<p>If you plan to buy and hold a stock for 10 years or more, it's a good idea to purchase <a href=\"https://laohu8.com/S/AONE.U\">one</a> with a long-term theme in mind. The fascinating thing about <b>General Electric</b> (NYSE:GE), <b>Johnson Controls</b> (NYSE:JCI), and Google parent <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL) is that they have entirely different earnings drivers over the next decade. So, let's look at why they are good stocks to buy in their own ways.</p>\n<h2>General Electric is a restructuring story</h2>\n<p>GE is restructuring some fundamentally good businesses and enjoying a multi-year recovery in its crucial aviation segment. But unfortunately, the company has a troubled past. Former CEO Jeff Immelt has been widely criticized for making big bets on fossil fuel technologies. Specifically, he bought many oil and gas services and a major gas and steam power business (from Alstom), just as the energy transition toward renewables started gathering momentum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d809e54e32a6274b36ebe37521180fea\" tg-width=\"700\" tg-height=\"554\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Immelt's idea was to build scale in these industries and attach GE's industrial internet capability to them to add long-term value. Unfortunately, the market for gas turbines halved in the years since the significant Alstom acquisition, as did the price of oil after Immelt made a slew of acquisitions.</p>\n<p>Still, that was then and this is now. GE is vastly different from the expansionary Immelt days and operates out of just four industrial segments. Current CEO Larry Culp is on a drive to improve margin and free cash flow (FCF) performance at the low-growth power business, where GE remains the leading player in gas turbines.</p>\n<p>GE Aviation remains a powerhouse in aerospace (with aircraft engines on the <b>Boeing</b> 737 and the <b>Airbus</b> A320 family) and will benefit from a recovering commercial aviation market. GE Healthcare is a leader in imaging technology and a strong cash generator. At the same time, GE Renewable Energy is a leader in onshore wind and is building a multi-billion dollar offshore wind business.</p>\n<p>It will take time, but Culp aims for a high-single-digit FCF margin by 2023, resulting in $7 billion in FCF. Given that its current market cap is only $108 billion, GE would be attractively priced if it hits that target. Moreover, with a solid collection of businesses where GE is either No. 1 or No. 2, it can grow earnings for many years to come.</p>\n<h2>Johnson Controls has plenty of growth potential</h2>\n<p>The company is a significant player in the heating, ventilation, air conditioning (HVAC) market, and the fire and security products market for buildings. It's heavily weighted toward the commercial (rather than residential) HVAC market, and the company is a play on commercial building rather than residential.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b128657b68e0857feddf925cafa2ae\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Management sees its long-term growth opportunity coming from three primary sources:</p>\n<ul>\n <li>The need for building owners to improve efficiency and meet net-zero carbon emission standards by fitting and retrofitting improved building systems.</li>\n <li>The COVID-19 pandemic's creation of a lasting interest in healthy buildings with ventilation to circulate the air more often.</li>\n <li>The movement toward smart connected buildings whereby internet-enabled devices create a mass of data used to improve a building's performance.</li>\n</ul>\n<p>CEO George Oliver believes these three factors will create a $250 billion market opportunity over the next decade on top of the $300 billion markets the company currently serves. Moreover, the company is an early leader in the space, having launched its OpenBlue suite of digitally connected solutions in July 2020.</p>\n<p>As such, the company should be able to grow its earnings for many years to come. At the recent investor day presentation, management outlined expectations for a compound annual growth rate in revenue of 6%-7% and earnings per share (EPS) growth of 18%-21% over the next three years. Whichever way you look at it, Johnson Controls is set for multi-year growth.</p>\n<h2>Alphabet's Google is generating bundles of cash</h2>\n<p>It may seem strange to talk about an industrial company, Johnson Controls, as the growth play and a technology company, Alphabet, as the option for growth at a reasonable price, but in truth, that's pretty much how it is. Yes, Google's parent company is still generating robust growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19362d8b49224ccd92b3bcf18bdc7e79\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Still, the critical point is Alphabet's also generating vast amounts of FCF, which management can use to boost EPS and FCF per share by buying back stock or investing in growth initiatives. Moreover, most of its earnings come from search, a market where the company appears to have an unassailable position.</p>\n<p>Wall Street analysts have Alphabet generating an incredible $235 billion in FCF over the next three years. That's enough to buy GE and Johnson Controls while leaving $75 billion over. It's also a figure equivalent to 12.5% of its current $1.88 trillion market cap.</p>\n<p>As such, Alphabet is priced like a value stock, yet its revenue is growing at a mid-teens rate. Moreover, with YouTube and Google Cloud revenue growing strongly to support search, Alphabet has demonstrated it can develop other strong profit centers. Hopefully, it will do so with the enormous amounts of FCF it will generate in the coming years.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/27/3-top-stocks-you-can-buy-and-hold-for-the-next-dec/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you plan to buy and hold a stock for 10 years or more, it's a good idea to purchase one with a long-term theme in mind. The fascinating thing about General Electric (NYSE:GE), Johnson Controls (...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/27/3-top-stocks-you-can-buy-and-hold-for-the-next-dec/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","GOOGL":"谷歌A","GOOG":"谷歌","JCI":"江森自控"},"source_url":"https://www.fool.com/investing/2021/09/27/3-top-stocks-you-can-buy-and-hold-for-the-next-dec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170623235","content_text":"If you plan to buy and hold a stock for 10 years or more, it's a good idea to purchase one with a long-term theme in mind. The fascinating thing about General Electric (NYSE:GE), Johnson Controls (NYSE:JCI), and Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is that they have entirely different earnings drivers over the next decade. So, let's look at why they are good stocks to buy in their own ways.\nGeneral Electric is a restructuring story\nGE is restructuring some fundamentally good businesses and enjoying a multi-year recovery in its crucial aviation segment. But unfortunately, the company has a troubled past. Former CEO Jeff Immelt has been widely criticized for making big bets on fossil fuel technologies. Specifically, he bought many oil and gas services and a major gas and steam power business (from Alstom), just as the energy transition toward renewables started gathering momentum.\nImage source: Getty Images.\nImmelt's idea was to build scale in these industries and attach GE's industrial internet capability to them to add long-term value. Unfortunately, the market for gas turbines halved in the years since the significant Alstom acquisition, as did the price of oil after Immelt made a slew of acquisitions.\nStill, that was then and this is now. GE is vastly different from the expansionary Immelt days and operates out of just four industrial segments. Current CEO Larry Culp is on a drive to improve margin and free cash flow (FCF) performance at the low-growth power business, where GE remains the leading player in gas turbines.\nGE Aviation remains a powerhouse in aerospace (with aircraft engines on the Boeing 737 and the Airbus A320 family) and will benefit from a recovering commercial aviation market. GE Healthcare is a leader in imaging technology and a strong cash generator. At the same time, GE Renewable Energy is a leader in onshore wind and is building a multi-billion dollar offshore wind business.\nIt will take time, but Culp aims for a high-single-digit FCF margin by 2023, resulting in $7 billion in FCF. Given that its current market cap is only $108 billion, GE would be attractively priced if it hits that target. Moreover, with a solid collection of businesses where GE is either No. 1 or No. 2, it can grow earnings for many years to come.\nJohnson Controls has plenty of growth potential\nThe company is a significant player in the heating, ventilation, air conditioning (HVAC) market, and the fire and security products market for buildings. It's heavily weighted toward the commercial (rather than residential) HVAC market, and the company is a play on commercial building rather than residential.\nImage source: Getty Images.\nManagement sees its long-term growth opportunity coming from three primary sources:\n\nThe need for building owners to improve efficiency and meet net-zero carbon emission standards by fitting and retrofitting improved building systems.\nThe COVID-19 pandemic's creation of a lasting interest in healthy buildings with ventilation to circulate the air more often.\nThe movement toward smart connected buildings whereby internet-enabled devices create a mass of data used to improve a building's performance.\n\nCEO George Oliver believes these three factors will create a $250 billion market opportunity over the next decade on top of the $300 billion markets the company currently serves. Moreover, the company is an early leader in the space, having launched its OpenBlue suite of digitally connected solutions in July 2020.\nAs such, the company should be able to grow its earnings for many years to come. At the recent investor day presentation, management outlined expectations for a compound annual growth rate in revenue of 6%-7% and earnings per share (EPS) growth of 18%-21% over the next three years. Whichever way you look at it, Johnson Controls is set for multi-year growth.\nAlphabet's Google is generating bundles of cash\nIt may seem strange to talk about an industrial company, Johnson Controls, as the growth play and a technology company, Alphabet, as the option for growth at a reasonable price, but in truth, that's pretty much how it is. Yes, Google's parent company is still generating robust growth.\nImage source: Getty Images.\nStill, the critical point is Alphabet's also generating vast amounts of FCF, which management can use to boost EPS and FCF per share by buying back stock or investing in growth initiatives. Moreover, most of its earnings come from search, a market where the company appears to have an unassailable position.\nWall Street analysts have Alphabet generating an incredible $235 billion in FCF over the next three years. That's enough to buy GE and Johnson Controls while leaving $75 billion over. It's also a figure equivalent to 12.5% of its current $1.88 trillion market cap.\nAs such, Alphabet is priced like a value stock, yet its revenue is growing at a mid-teens rate. Moreover, with YouTube and Google Cloud revenue growing strongly to support search, Alphabet has demonstrated it can develop other strong profit centers. Hopefully, it will do so with the enormous amounts of FCF it will generate in the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886837710,"gmtCreate":1631579401130,"gmtModify":1631888928536,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886837710","repostId":"1171919128","repostType":4,"repost":{"id":"1171919128","pubTimestamp":1631547161,"share":"https://www.laohu8.com/m/news/1171919128?lang=&edition=full","pubTime":"2021-09-13 23:32","market":"us","language":"en","title":"Apple App Store: The Tide Is Turning","url":"https://stock-news.laohu8.com/highlight/detail?id=1171919128","media":"seekingalpha","summary":"Summary\n\nA US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic","content":"<p><b>Summary</b></p>\n<ul>\n <li>A US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic Games.</li>\n <li>Despite that, and in conjunction with a recent settlement with Japanese regulators, Apple will be getting rid of their anti-steering rule. This is a bigger change than people think.</li>\n <li>The threat to Apple doesn't end with the Epic trial. There are bigger threats coming from the executive and legislative branches in the US, and regulators in Europe and Asia.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/323e8503a813d4996ee819f5591992b8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p>\n<p><b>It Does Not End Here</b></p>\n<p>For&nbsp;some time now, I&nbsp;have been warning&nbsp;that&nbsp;antitrust law was about to change, and these changes would not be favorable to Apple(NASDAQ:AAPL), and that investors need to take these threats seriously. In every one of these attempts, I was rebuffed in the comments by many Apple shareholders telling me that these fears and warnings were overblown. “Long and strong AAPL!” cheerleading seems to be popular.Confirmation bias&nbsp;is a strong thing, and you should fight it every single day.</p>\n<p>My last attempt was&nbsp;less than two weeks ago, and I was similarly dismissed, and even accused of being a short-selling tout to boot. That last suggestion is pretty funny to anyone who has had to listen to me drone on about Apple stock the last 16 years. The consequence of those 16 years is that I have a lot of Apple stock, so I take things like this very seriously.</p>\n<p>Friday’s decision in Epic v. Apple had one part very bad news for Apple, but mostly a rejection of Epic’s main claim — that iOS is a market unto itself. But the bigger threat continues to be from Congress, where they can change the law in a single session. The House has already passed several bipartisan bills through committee, and three of them seem to have pretty wide support with the rest of the House. A narrower, but just as damaging companion bill is about to start working its way through the Senate. Keep your eyes on Amy Klobuchar of Minnesota and Mike Lee of Utah.</p>\n<p>Then we have regulatory action in the EU, Apple’s second most important region, where antitrust enforcers are siding with Spotify(NYSE:SPOT)in their dispute over in-app payments. Apple has already settled with Japan over their anti-steering rules. South Korea is forcing Apple and Google(NASDAQ:GOOGL)(NASDAQ:GOOG)to allow third-party in-app payments. China is a black hole of regulatory mystery.</p>\n<p>The tide is turning on Apple on this issue. If you think this begins and ends with the Epic case, you haven’t been paying attention.</p>\n<p>Right now the threat is confined to App Store, but this is the end of the beginning, not the beginning of the end. This new antitrust movement may come for other parts of Apple, like the other pillar of their fast-growing Services segment, AppleCare, and even dig deeper into the way Apple likes to do business.</p>\n<p><b>What The Ruling Says</b></p>\n<p>Judge Yvonne Gonzalez Rogers hewed very closely to existing law, because that’s what usually happens in District Court, the lowest level of the federal system. She mostly had bad news for Epic, and targeted bad news for Apple.</p>\n<p>The case rested on how the court defined the “relevant market” in question. Epic wanted it to be iOS, a market unto itself because of the high walls Apple builds around the ecosystem. Judge Rogers rejected that novel claim pretty handily. But she also rejected Apple’s definition: all gaming transactions, including PCs and consoles. She settled on mobile gaming transactions, so essentially the iOS-Android duopoly of mobile gaming transactions.</p>\n<p>Here is the meat of the decision that follows from that:</p>\n<blockquote>\n Given the trial record, the Court cannot ultimately conclude that Apple is a monopolist under either federal or state antitrust laws. While the Court finds that Apple enjoys considerable market share of over 55% and extraordinarily high profit margins, these factors alone do not show antitrust conduct. Success is not illegal…\n</blockquote>\n<blockquote>\n Nonetheless, the trial did show that Apple is engaging in anticompetitive conduct under California’s competition laws. The Court concludes that Apple’s anti-steering provisions hide critical information from consumers and illegally stifle consumer choice. When coupled with Apple’s incipient antitrust violations, these anti-steering provisions are anticompetitive and a nationwide remedy to eliminate those provisions is warranted.\n</blockquote>\n<p>The most important thing to note here is that the problem for Apple is California law, not federal law. Federal law changing is where the real threat remains, and we are already well into that process.</p>\n<p>Judge Rogers ruled that Apple has to get rid of their anti-steering rules. App developers will now be allowed to inform users of less expensive options on their website, with a link. We’ll talk about the implications in a moment. Apple charges developers 30% for in-app payments, and the first year of in-app subscriptions (15% thereafter). In-app payments and subscriptions are substantially where all of App Store revenue comes from, about 28% of the Services segment and 5.4% of all revenue in calendar 2020.</p>\n<p>Also, in the category of rounding errors, Epic has to pay Apple the $3.6 million they owe them when they breached their contract. That’s about 0.001% of Apple’s 2021 top line.</p>\n<p><b>Epic’s Game</b></p>\n<p>If you read&nbsp;my first article&nbsp;about the trial from when the pre-trial filings dropped, you may notice that I was a bit confused about what precisely Epic’s game was here. The foundation of their entire argument — that iOS was a market unto itself — was novel, to say the least. At least one of their lawyers must have informed them of the low likelihood of success on their main claims. Moreover, they burned a lot of pages on arguments not central to their case, but seem more geared towards tarnishing Apple’s reputation.</p>\n<p>My current understanding is that this case was a publicity stunt. What’s more, it worked. The point was to get this issue into the public conversation. Here I am writing about it, and here you are reading about it. But more importantly, the tide is turning in Washington, and I think the issues raised by this trial have accelerated that.</p>\n<p><b>The Anti-Steering Rule</b></p>\n<p>Like many of the App Store rules, the anti-steering rule was part of a multi-year whack-a-mole process where developers tried to find ways to cut out Apple, and Apple closed those holes. Apple fought very hard to keep this rule, but now seems to be capitulating. They settled with Japanese regulators recently on the anti-steering rules as it applied to media subscription apps, and applied the settlement to the rest of the world as well, maybe in anticipation of this ruling. With the Epic ruling, the anti-steering rule is gone.</p>\n<p>When a game developer like Epic sells their virtual currency on the App Store, they have a 30% payment fee. When they make the same transaction on their website, it is probably under 3%. This was always what this was about. Epic wanted to have their own in-app payment system to supersede Apple’s, without the friction of sending people to the website. Judge Rogers rejected that, but gave Epic a partial victory by banning Apple’s anti-steering rules.</p>\n<p>The anti-steering rules prevented app developers from having text and links to their own much less expensive in-app payments or subscriptions on their websites. This is a real loss for Apple, and puts the whole structure of the two most lucrative payment methods in the App Store at risk.</p>\n<p>Let’s say a gaming company pays a 2.5% processing fee on their website. That means they have 27.5 percentage points of marketing to play with. They could give that entire 27.5% to users in the form of a rebate or freebies. It certainly increases friction to have to leave a game you're having fun with, but if there is a big, friendly, dark-patterned button that says “Want free money?” I think a lot of people would tap that button. What’s more, they get to book the same amount in revenue, and stick the cost down in sales and marketing.</p>\n<p>That’s just one example of how companies may decide to go with this. That’s a lot of margin to play with. The reason Apple had this rule in the first place is that they feared someone would find the magic formula that would provide more revenue by eschewing in-app payments altogether, and everyone else would copy them. They had fought very hard to keep this rule for a reason.</p>\n<p>Just after the news broke, a friend who knows&nbsp;I own both stocks&nbsp;trolled me with this Bloomberg Terminal screenshot:</p>\n<p><img src=\"https://static.tigerbbs.com/78570d7ae73401a933b2359f3dcd47da\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"></p>\n<p>Roblox(NYSE:RBLX)is a pure-play mobile gaming company. The vast majority of their revenues come from in-app payments from iOS and Android, the rest from their website sales. Their cost-of-revenues almost all goes to Apple and Google. In the TTM, they had a 74.4% gross margin. If they pay a 2.5% processing fee for website sales, that means 84% of their transaction value was through iOS and Android. If they could get that to 50-50, that would raise all their margins down to EBT by 10 percentage points. If they could get to 73% of sales on the website, they would have a 90% gross margin.</p>\n<p>There is a lot of money at stake, and a huge incentive for gaming and subscription media companies to figure out how to thread this needle. And that’s all in the absence of further action by the other two branches of government.</p>\n<p><b>The Executive Branch</b></p>\n<p>This is a good place to discuss the theoretical underpinnings of the new antitrust movement, because two of its leaders now work in the Biden administration. The movement is sometimes referred to as the “neo-Brandeis” movement after Supreme Court Justice Louis Brandeis, because it harkens back to a much earlier era of antitrust enforcement that drastically changed in the 1980s.</p>\n<p>In 1978, Robert Bork (yes,that Robert Bork) wrote a very influential book called&nbsp;<i>The Antitrust Paradox</i>. His theory urged a refocusing of enforcement away from competition, and towards consumer benefit as the main test. He argued that antitrust enforcement was propping up smaller, less efficient companies to the detriment of the economy.</p>\n<p>The 1982 AT&amp;T breakup consent decree became the prototype for the new enforcement. By controlling local and long distance telecommunication, as well as the equipment, AT&amp;T had been underinvesting and overcharging for decades. Their breakup brought an explosion of investment into telecommunications, and brought down prices quickly for landline service and equipment. That became the limit of antitrust enforcement.</p>\n<p>But the focus on consumer benefit has affected competition, and that’s what the neo-Brandeis movement hopes to change. They want antitrust enforcement to return to the way it was a century ago, with more of a focus on how large companies affect competition. Lina Khan, a law professor at Columbia, now runs the FTC, the primary antitrust enforcer in the federal government. Her 2017 law review article, “Amazon’s Antitrust Paradox” was the spark that lit this fire. Her colleague at Columbia Law, Tim Wu, is also one of the leaders of this movement. He is a member of the White House Council of Economic Advisors, and his fingerprints are all over&nbsp;the July competition executive order.</p>\n<p>The order was very wide ranging, with 72 initiatives covering 14 departments and agencies. Most of it does not relate to Apple, but it gives you an idea of the wide breadth of the order. As it relates to Apple:</p>\n<ul>\n <li>Right-to-repair is a huge threat to the other pillar of Services, AppleCare, which I estimate at 25%-30% of the segment. But more than that, it would change the way Apple makes devices. Apple squeezes out efficiency gains by attaching pooled memory directly to the main processor die, and by soldering storage into the motherboard. Both of these would likely be prohibited to them, and the devices would suffer.</li>\n <li>The FTC is two months into a yearlong frisk of the mobile app ecosystem. Based on previous writings, Lina Khan will likely recommend third party app stores, “sideloading” directly from the web, and an end to the in-app payments monopoly.</li>\n</ul>\n<p>Executive branch action is always subject to court challenges, and they can take very long to implement. But Congress can change the law in a single session. And they are already into that process.</p>\n<p><b>The Legislative Branch</b></p>\n<p>Since there are two houses of Congress, this issue is off on two tracks. The House Judiciary Committee recently passed a suite of bipartisan bills. Of the ones that I think have a good likelihood of passing the full House, here’s how it affects Apple:</p>\n<p>They would be required to allow third party app stores, sideloading, and third party payments in the Apple App Store.</p>\n<p>Restricting Apple’s ability to acquire smaller companies. In the past 6 years, Apple has bought around 100 companies, which works out to about one every three weeks on average. It looks like they had been accelerating since fiscal 2018, but then abruptly stopped in fiscal 2021. The reason is the new leader of the FTC.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2fc9a2578663cc746fdb19ca19dea4c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The big bulge you see there in 2014 is the Beats acquisition at $3 billion, which remains the exception. Otherwise, Apple buys very small companies for tens or hundreds of millions, usually shuts down any products they may have, and absorbs the talent and IP into Apple proper. Apple’s chip design unit, a cornerstone of their current success, began this way in 2008.</p>\n<p><b>No more private APIs.</b>This would mean everything, like the Apple Pay-enabling NFC chip, would be open to competitors.</p>\n<p><b>No more discriminatory rules.</b>Apple doesn’t force real-world product and service providers like Uber(NYSE:UBER)to use in-app payments. Apple would either have to try and get Uber to pay them 30%, or drop the requirement altogether.</p>\n<p><b>The end of the Google search deal.</b>Google currently pays Apple a purported $12 billion a year to make Google the default search engine on iOS. This cash goes directly to EBT.</p>\n<p><b>They would have to expose more user data to developers.</b></p>\n<p><b>Formalizing the anti-steering decision.</b></p>\n<p><b>Anti-retaliation provision.</b>If these bills were law, Epic would still be on the App Store while they sued Apple.</p>\n<p>After the House is done wrangling over budget reconciliation, I think these bills will hit the House floor this fall or winter, and I think that they have a high likelihood of passing in something like their current form.</p>\n<p>But bills also have to clear the Senate, and they move slower. Things are just getting started there. The big movers in the Senate are Amy Klobuchar of Minnesota and Mike Lee of Utah. Klobuchar has&nbsp;written a long book&nbsp;on the subject, and it is not friendly towards Apple. She has also authored a new bill, Open App Markets Act. It is more narrow than the House suite, but not by much. It would still force Apple to allow third party app stores, sideloading, and third party in-app payments. They would also have to get rid of their private APIs. The bill is narrower than the House suite, and less of a threat to Apple, but still would mean the end of App Store as a driver of growth.<i>The Senate bill is the better outcome for Apple, and it is still terrible.</i></p>\n<p>I believe that we will see something pass before the next Presidential election, or even in this Congressional session. The best Apple shareholders can hope for is that the final bill gets watered down considerably.</p>\n<p><b>Outside The US</b></p>\n<p>This is in no way limited to the US. We already discussed the Japanese settlement, and South Korea is forcing Apple and Google to allow third party in-app payments. The case that is farthest along in the EU is Spotify’s, which would force Apple to not charge fees to competing services, so that means music, podcasts, games, video and fitness.</p>\n<p>The Chinese Communist Party remains the&nbsp;second biggest tail risk in the world&nbsp;after climate change. Apple’s regulatory risk there is uniquely high, both on the supply and demand sides. Apple has already given into them by not providing their Chinese customers with the same level of privacy as everyone else. With the mood in China right now, who knows where that goes.</p>\n<p><b>What Losing Control Of App Store Looks Like</b></p>\n<p>Stone Fox Capital here at Seeking Alpha is&nbsp;out with an article&nbsp;pivoting off Katy Huberty's estimation of a 2% earnings loss if the top 20 apps on the App Store were able to eschew in-app payments. Stone Fox would also like you to care about that seemingly small number:</p>\n<blockquote>\n Apple won most of their legal case with Epic Games based on the ruling announced on September 10, but the tech giant lost the ultimate battle. The stock remains priced for perfection while the company continues to have growth paths chipped away from the business.\n</blockquote>\n<p>My last article on this subject was called “Chipping Away at App Store.” This is what is happening and the trend is now clear. There is a mood globally to take Apple down a peg, and it is happening too slowly for many people to realize it is happening.</p>\n<p>My own way of modeling the worst case is through my DCF model. It’s modeled as a 25% hit to Services in the first year, with services gross margin reduced from 68% to 65%, followed by a slightly increased growth rate in the segment because of composition effects — the rest of Services grows faster than App Store. I used to model that happening in fiscal 2024, but I have moved that up to fiscal 2023, beginning less than 13 months from now.</p>\n<p>Here is the effect on fair value on my base case:</p>\n<p><img src=\"https://static.tigerbbs.com/94b635fe7a2473aafe36bd095a1206b6\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"></p>\n<p>Even with the very slow start for the reason Stone Fox says — the share price has gotten way out ahead of cash flows — my base case still shows an 11% CAGR in fair value through the end of fiscal 2025. The App Store collapse takes that down to an 8% CAGR, 12% lower by 2025.</p>\n<p>Circling back, Stone Fox puts a button on this more succinctly than I can:</p>\n<blockquote>\n The key investor takeaway is that Apple has a bright future. The company will continue generating profits with operating cash flows topping $100 billion annually, but the tech giant will struggle to generate the growth needed to warrant the current stock price. The 2% hit to earnings might not seem meaningful, but the amount is very harmful to a stock priced for perfection.\n</blockquote>\n<p><b>How To Take This Seriously</b></p>\n<p>In my last article on this subject, someone cheekily replied in the comments, “‘Please take this seriously.’ What does that even mean?” That’s a good question. The first part of the answer is to stop pretending it’s not happening.</p>\n<p>“If your time horizon is short, now is a good time to take profits.” I have been using that phrase frequently since Apple hit $140. The last chart just formalizes it with math, but my opinion is that Apple will remain range-bound for some time, between $125 and $155, roughly. I still mean it: if your time horizon is short, now is a good time to take profits.</p>\n<p>But I also believe that no other company is as prepared for the future of technology, regardless of what that brings. That is a&nbsp;far longer discussion. I have been buying Apple shares on the dip since 2005, which is two splits ago. My last buy was in January 2019, when Apple reported that they would miss guidance for the first time in many years. At the time, the commentariat was telling me that Apple’s best days were behind them. I tried to explain that Apple was in a transitional phase, part of a strategy they launched around 2015 to focus more on the growth of the iPhone user base than sales. The strategy would pay off soon, I predicted, and it did in fiscal 2021. That seems like a very long time ago now.</p>\n<p>A consequence of buying the dip from 2005 to 2019 is that I own way too many Apple shares that I could never bring myself to sell. I am massively overweight Apple. There is a “What To Do With The Apple Shares” clause in my will. It is our largest asset, worth more than the house. That has not made me nervous until the last few months, when the tide seemed to start turning on Apple on this issue. I also used to be someone who did not take this threat seriously. I am going to start shaving my position as opportunities present themselves, and one may happen this week with the iPhone launch on Tuesday.</p>\n<p><i>To be clear, I will remain overweight Apple, just less so, and I remain bullish in the long term. But I no longer feel the safety I once did with this wildly overweight position.</i></p>\n<p>In contrast, if you are a long term investor who does not have a massively overweight position, watch, wait and fight confirmation bias every day. If you think this begins and ends with Epic, you haven’t been paying attention.</p>\n<p>Please take this seriously.</p>\n<p>I will be back in a few days with hopefully happier news from the iPhone launch on Tuesday. The big question is whether Apple can begin shipping iPhone before the quarter is out.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple App Store: The Tide Is Turning</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 App Store: The Tide Is Turning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454891-apple-app-store-the-tide-is-turning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nA US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic Games.\nDespite that, and in conjunction with a recent settlement with Japanese regulators, Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4454891-apple-app-store-the-tide-is-turning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4454891-apple-app-store-the-tide-is-turning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171919128","content_text":"Summary\n\nA US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic Games.\nDespite that, and in conjunction with a recent settlement with Japanese regulators, Apple will be getting rid of their anti-steering rule. This is a bigger change than people think.\nThe threat to Apple doesn't end with the Epic trial. There are bigger threats coming from the executive and legislative branches in the US, and regulators in Europe and Asia.\n\nChip Somodevilla/Getty Images News\nIt Does Not End Here\nFor some time now, I have been warning that antitrust law was about to change, and these changes would not be favorable to Apple(NASDAQ:AAPL), and that investors need to take these threats seriously. In every one of these attempts, I was rebuffed in the comments by many Apple shareholders telling me that these fears and warnings were overblown. “Long and strong AAPL!” cheerleading seems to be popular.Confirmation bias is a strong thing, and you should fight it every single day.\nMy last attempt was less than two weeks ago, and I was similarly dismissed, and even accused of being a short-selling tout to boot. That last suggestion is pretty funny to anyone who has had to listen to me drone on about Apple stock the last 16 years. The consequence of those 16 years is that I have a lot of Apple stock, so I take things like this very seriously.\nFriday’s decision in Epic v. Apple had one part very bad news for Apple, but mostly a rejection of Epic’s main claim — that iOS is a market unto itself. But the bigger threat continues to be from Congress, where they can change the law in a single session. The House has already passed several bipartisan bills through committee, and three of them seem to have pretty wide support with the rest of the House. A narrower, but just as damaging companion bill is about to start working its way through the Senate. Keep your eyes on Amy Klobuchar of Minnesota and Mike Lee of Utah.\nThen we have regulatory action in the EU, Apple’s second most important region, where antitrust enforcers are siding with Spotify(NYSE:SPOT)in their dispute over in-app payments. Apple has already settled with Japan over their anti-steering rules. South Korea is forcing Apple and Google(NASDAQ:GOOGL)(NASDAQ:GOOG)to allow third-party in-app payments. China is a black hole of regulatory mystery.\nThe tide is turning on Apple on this issue. If you think this begins and ends with the Epic case, you haven’t been paying attention.\nRight now the threat is confined to App Store, but this is the end of the beginning, not the beginning of the end. This new antitrust movement may come for other parts of Apple, like the other pillar of their fast-growing Services segment, AppleCare, and even dig deeper into the way Apple likes to do business.\nWhat The Ruling Says\nJudge Yvonne Gonzalez Rogers hewed very closely to existing law, because that’s what usually happens in District Court, the lowest level of the federal system. She mostly had bad news for Epic, and targeted bad news for Apple.\nThe case rested on how the court defined the “relevant market” in question. Epic wanted it to be iOS, a market unto itself because of the high walls Apple builds around the ecosystem. Judge Rogers rejected that novel claim pretty handily. But she also rejected Apple’s definition: all gaming transactions, including PCs and consoles. She settled on mobile gaming transactions, so essentially the iOS-Android duopoly of mobile gaming transactions.\nHere is the meat of the decision that follows from that:\n\n Given the trial record, the Court cannot ultimately conclude that Apple is a monopolist under either federal or state antitrust laws. While the Court finds that Apple enjoys considerable market share of over 55% and extraordinarily high profit margins, these factors alone do not show antitrust conduct. Success is not illegal…\n\n\n Nonetheless, the trial did show that Apple is engaging in anticompetitive conduct under California’s competition laws. The Court concludes that Apple’s anti-steering provisions hide critical information from consumers and illegally stifle consumer choice. When coupled with Apple’s incipient antitrust violations, these anti-steering provisions are anticompetitive and a nationwide remedy to eliminate those provisions is warranted.\n\nThe most important thing to note here is that the problem for Apple is California law, not federal law. Federal law changing is where the real threat remains, and we are already well into that process.\nJudge Rogers ruled that Apple has to get rid of their anti-steering rules. App developers will now be allowed to inform users of less expensive options on their website, with a link. We’ll talk about the implications in a moment. Apple charges developers 30% for in-app payments, and the first year of in-app subscriptions (15% thereafter). In-app payments and subscriptions are substantially where all of App Store revenue comes from, about 28% of the Services segment and 5.4% of all revenue in calendar 2020.\nAlso, in the category of rounding errors, Epic has to pay Apple the $3.6 million they owe them when they breached their contract. That’s about 0.001% of Apple’s 2021 top line.\nEpic’s Game\nIf you read my first article about the trial from when the pre-trial filings dropped, you may notice that I was a bit confused about what precisely Epic’s game was here. The foundation of their entire argument — that iOS was a market unto itself — was novel, to say the least. At least one of their lawyers must have informed them of the low likelihood of success on their main claims. Moreover, they burned a lot of pages on arguments not central to their case, but seem more geared towards tarnishing Apple’s reputation.\nMy current understanding is that this case was a publicity stunt. What’s more, it worked. The point was to get this issue into the public conversation. Here I am writing about it, and here you are reading about it. But more importantly, the tide is turning in Washington, and I think the issues raised by this trial have accelerated that.\nThe Anti-Steering Rule\nLike many of the App Store rules, the anti-steering rule was part of a multi-year whack-a-mole process where developers tried to find ways to cut out Apple, and Apple closed those holes. Apple fought very hard to keep this rule, but now seems to be capitulating. They settled with Japanese regulators recently on the anti-steering rules as it applied to media subscription apps, and applied the settlement to the rest of the world as well, maybe in anticipation of this ruling. With the Epic ruling, the anti-steering rule is gone.\nWhen a game developer like Epic sells their virtual currency on the App Store, they have a 30% payment fee. When they make the same transaction on their website, it is probably under 3%. This was always what this was about. Epic wanted to have their own in-app payment system to supersede Apple’s, without the friction of sending people to the website. Judge Rogers rejected that, but gave Epic a partial victory by banning Apple’s anti-steering rules.\nThe anti-steering rules prevented app developers from having text and links to their own much less expensive in-app payments or subscriptions on their websites. This is a real loss for Apple, and puts the whole structure of the two most lucrative payment methods in the App Store at risk.\nLet’s say a gaming company pays a 2.5% processing fee on their website. That means they have 27.5 percentage points of marketing to play with. They could give that entire 27.5% to users in the form of a rebate or freebies. It certainly increases friction to have to leave a game you're having fun with, but if there is a big, friendly, dark-patterned button that says “Want free money?” I think a lot of people would tap that button. What’s more, they get to book the same amount in revenue, and stick the cost down in sales and marketing.\nThat’s just one example of how companies may decide to go with this. That’s a lot of margin to play with. The reason Apple had this rule in the first place is that they feared someone would find the magic formula that would provide more revenue by eschewing in-app payments altogether, and everyone else would copy them. They had fought very hard to keep this rule for a reason.\nJust after the news broke, a friend who knows I own both stocks trolled me with this Bloomberg Terminal screenshot:\n\nRoblox(NYSE:RBLX)is a pure-play mobile gaming company. The vast majority of their revenues come from in-app payments from iOS and Android, the rest from their website sales. Their cost-of-revenues almost all goes to Apple and Google. In the TTM, they had a 74.4% gross margin. If they pay a 2.5% processing fee for website sales, that means 84% of their transaction value was through iOS and Android. If they could get that to 50-50, that would raise all their margins down to EBT by 10 percentage points. If they could get to 73% of sales on the website, they would have a 90% gross margin.\nThere is a lot of money at stake, and a huge incentive for gaming and subscription media companies to figure out how to thread this needle. And that’s all in the absence of further action by the other two branches of government.\nThe Executive Branch\nThis is a good place to discuss the theoretical underpinnings of the new antitrust movement, because two of its leaders now work in the Biden administration. The movement is sometimes referred to as the “neo-Brandeis” movement after Supreme Court Justice Louis Brandeis, because it harkens back to a much earlier era of antitrust enforcement that drastically changed in the 1980s.\nIn 1978, Robert Bork (yes,that Robert Bork) wrote a very influential book called The Antitrust Paradox. His theory urged a refocusing of enforcement away from competition, and towards consumer benefit as the main test. He argued that antitrust enforcement was propping up smaller, less efficient companies to the detriment of the economy.\nThe 1982 AT&T breakup consent decree became the prototype for the new enforcement. By controlling local and long distance telecommunication, as well as the equipment, AT&T had been underinvesting and overcharging for decades. Their breakup brought an explosion of investment into telecommunications, and brought down prices quickly for landline service and equipment. That became the limit of antitrust enforcement.\nBut the focus on consumer benefit has affected competition, and that’s what the neo-Brandeis movement hopes to change. They want antitrust enforcement to return to the way it was a century ago, with more of a focus on how large companies affect competition. Lina Khan, a law professor at Columbia, now runs the FTC, the primary antitrust enforcer in the federal government. Her 2017 law review article, “Amazon’s Antitrust Paradox” was the spark that lit this fire. Her colleague at Columbia Law, Tim Wu, is also one of the leaders of this movement. He is a member of the White House Council of Economic Advisors, and his fingerprints are all over the July competition executive order.\nThe order was very wide ranging, with 72 initiatives covering 14 departments and agencies. Most of it does not relate to Apple, but it gives you an idea of the wide breadth of the order. As it relates to Apple:\n\nRight-to-repair is a huge threat to the other pillar of Services, AppleCare, which I estimate at 25%-30% of the segment. But more than that, it would change the way Apple makes devices. Apple squeezes out efficiency gains by attaching pooled memory directly to the main processor die, and by soldering storage into the motherboard. Both of these would likely be prohibited to them, and the devices would suffer.\nThe FTC is two months into a yearlong frisk of the mobile app ecosystem. Based on previous writings, Lina Khan will likely recommend third party app stores, “sideloading” directly from the web, and an end to the in-app payments monopoly.\n\nExecutive branch action is always subject to court challenges, and they can take very long to implement. But Congress can change the law in a single session. And they are already into that process.\nThe Legislative Branch\nSince there are two houses of Congress, this issue is off on two tracks. The House Judiciary Committee recently passed a suite of bipartisan bills. Of the ones that I think have a good likelihood of passing the full House, here’s how it affects Apple:\nThey would be required to allow third party app stores, sideloading, and third party payments in the Apple App Store.\nRestricting Apple’s ability to acquire smaller companies. In the past 6 years, Apple has bought around 100 companies, which works out to about one every three weeks on average. It looks like they had been accelerating since fiscal 2018, but then abruptly stopped in fiscal 2021. The reason is the new leader of the FTC.\nData by YCharts\nThe big bulge you see there in 2014 is the Beats acquisition at $3 billion, which remains the exception. Otherwise, Apple buys very small companies for tens or hundreds of millions, usually shuts down any products they may have, and absorbs the talent and IP into Apple proper. Apple’s chip design unit, a cornerstone of their current success, began this way in 2008.\nNo more private APIs.This would mean everything, like the Apple Pay-enabling NFC chip, would be open to competitors.\nNo more discriminatory rules.Apple doesn’t force real-world product and service providers like Uber(NYSE:UBER)to use in-app payments. Apple would either have to try and get Uber to pay them 30%, or drop the requirement altogether.\nThe end of the Google search deal.Google currently pays Apple a purported $12 billion a year to make Google the default search engine on iOS. This cash goes directly to EBT.\nThey would have to expose more user data to developers.\nFormalizing the anti-steering decision.\nAnti-retaliation provision.If these bills were law, Epic would still be on the App Store while they sued Apple.\nAfter the House is done wrangling over budget reconciliation, I think these bills will hit the House floor this fall or winter, and I think that they have a high likelihood of passing in something like their current form.\nBut bills also have to clear the Senate, and they move slower. Things are just getting started there. The big movers in the Senate are Amy Klobuchar of Minnesota and Mike Lee of Utah. Klobuchar has written a long book on the subject, and it is not friendly towards Apple. She has also authored a new bill, Open App Markets Act. It is more narrow than the House suite, but not by much. It would still force Apple to allow third party app stores, sideloading, and third party in-app payments. They would also have to get rid of their private APIs. The bill is narrower than the House suite, and less of a threat to Apple, but still would mean the end of App Store as a driver of growth.The Senate bill is the better outcome for Apple, and it is still terrible.\nI believe that we will see something pass before the next Presidential election, or even in this Congressional session. The best Apple shareholders can hope for is that the final bill gets watered down considerably.\nOutside The US\nThis is in no way limited to the US. We already discussed the Japanese settlement, and South Korea is forcing Apple and Google to allow third party in-app payments. The case that is farthest along in the EU is Spotify’s, which would force Apple to not charge fees to competing services, so that means music, podcasts, games, video and fitness.\nThe Chinese Communist Party remains the second biggest tail risk in the world after climate change. Apple’s regulatory risk there is uniquely high, both on the supply and demand sides. Apple has already given into them by not providing their Chinese customers with the same level of privacy as everyone else. With the mood in China right now, who knows where that goes.\nWhat Losing Control Of App Store Looks Like\nStone Fox Capital here at Seeking Alpha is out with an article pivoting off Katy Huberty's estimation of a 2% earnings loss if the top 20 apps on the App Store were able to eschew in-app payments. Stone Fox would also like you to care about that seemingly small number:\n\n Apple won most of their legal case with Epic Games based on the ruling announced on September 10, but the tech giant lost the ultimate battle. The stock remains priced for perfection while the company continues to have growth paths chipped away from the business.\n\nMy last article on this subject was called “Chipping Away at App Store.” This is what is happening and the trend is now clear. There is a mood globally to take Apple down a peg, and it is happening too slowly for many people to realize it is happening.\nMy own way of modeling the worst case is through my DCF model. It’s modeled as a 25% hit to Services in the first year, with services gross margin reduced from 68% to 65%, followed by a slightly increased growth rate in the segment because of composition effects — the rest of Services grows faster than App Store. I used to model that happening in fiscal 2024, but I have moved that up to fiscal 2023, beginning less than 13 months from now.\nHere is the effect on fair value on my base case:\n\nEven with the very slow start for the reason Stone Fox says — the share price has gotten way out ahead of cash flows — my base case still shows an 11% CAGR in fair value through the end of fiscal 2025. The App Store collapse takes that down to an 8% CAGR, 12% lower by 2025.\nCircling back, Stone Fox puts a button on this more succinctly than I can:\n\n The key investor takeaway is that Apple has a bright future. The company will continue generating profits with operating cash flows topping $100 billion annually, but the tech giant will struggle to generate the growth needed to warrant the current stock price. The 2% hit to earnings might not seem meaningful, but the amount is very harmful to a stock priced for perfection.\n\nHow To Take This Seriously\nIn my last article on this subject, someone cheekily replied in the comments, “‘Please take this seriously.’ What does that even mean?” That’s a good question. The first part of the answer is to stop pretending it’s not happening.\n“If your time horizon is short, now is a good time to take profits.” I have been using that phrase frequently since Apple hit $140. The last chart just formalizes it with math, but my opinion is that Apple will remain range-bound for some time, between $125 and $155, roughly. I still mean it: if your time horizon is short, now is a good time to take profits.\nBut I also believe that no other company is as prepared for the future of technology, regardless of what that brings. That is a far longer discussion. I have been buying Apple shares on the dip since 2005, which is two splits ago. My last buy was in January 2019, when Apple reported that they would miss guidance for the first time in many years. At the time, the commentariat was telling me that Apple’s best days were behind them. I tried to explain that Apple was in a transitional phase, part of a strategy they launched around 2015 to focus more on the growth of the iPhone user base than sales. The strategy would pay off soon, I predicted, and it did in fiscal 2021. That seems like a very long time ago now.\nA consequence of buying the dip from 2005 to 2019 is that I own way too many Apple shares that I could never bring myself to sell. I am massively overweight Apple. There is a “What To Do With The Apple Shares” clause in my will. It is our largest asset, worth more than the house. That has not made me nervous until the last few months, when the tide seemed to start turning on Apple on this issue. I also used to be someone who did not take this threat seriously. I am going to start shaving my position as opportunities present themselves, and one may happen this week with the iPhone launch on Tuesday.\nTo be clear, I will remain overweight Apple, just less so, and I remain bullish in the long term. But I no longer feel the safety I once did with this wildly overweight position.\nIn contrast, if you are a long term investor who does not have a massively overweight position, watch, wait and fight confirmation bias every day. If you think this begins and ends with Epic, you haven’t been paying attention.\nPlease take this seriously.\nI will be back in a few days with hopefully happier news from the iPhone launch on Tuesday. The big question is whether Apple can begin shipping iPhone before the quarter is out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888863222,"gmtCreate":1631488299666,"gmtModify":1631888928539,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888863222","repostId":"2166377772","repostType":4,"repost":{"id":"2166377772","pubTimestamp":1631412043,"share":"https://www.laohu8.com/m/news/2166377772?lang=&edition=full","pubTime":"2021-09-12 10:00","market":"us","language":"en","title":"Got $1,000? 4 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2166377772","media":"Motley Fool","summary":"Strengthen your portfolio by following Warren Buffett's lead on these stocks.","content":"<p>When Warren Buffett took over <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.</p>\n<p>Berkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7e64d08376131e83c6ddb13b24638e8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: The Motley Fool.</span></p>\n<h2>1. Berkshire Hathaway</h2>\n<p>If you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.</p>\n<p>Berkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.</p>\n<p>In addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including <b>Coca-Cola</b>, <b>Bank of America</b>, <b>American Express</b>, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.</p>\n<h2>2. Apple</h2>\n<p><b>Apple</b> (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.</p>\n<p>Apple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.</p>\n<h2>3. Verizon</h2>\n<p>Buffett is known for liking businesses that have strong brand strength, and <b>Verizon</b> (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.</p>\n<p>And when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.</p>\n<h2>4. Amazon</h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.</p>\n<p>The e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? 4 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 4 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/\">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","AMZN":"亚马逊","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166377772","content_text":"When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.\nBerkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.\nImage source: The Motley Fool.\n1. Berkshire Hathaway\nIf you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.\nBerkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.\nIn addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including Coca-Cola, Bank of America, American Express, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.\n2. Apple\nApple (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.\nApple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.\n3. Verizon\nBuffett is known for liking businesses that have strong brand strength, and Verizon (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.\nAnd when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.\n4. Amazon\nAmazon (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.\nThe e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888087240,"gmtCreate":1631413863580,"gmtModify":1631888928544,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888087240","repostId":"1101906502","repostType":4,"repost":{"id":"1101906502","pubTimestamp":1631407634,"share":"https://www.laohu8.com/m/news/1101906502?lang=&edition=full","pubTime":"2021-09-12 08:47","market":"us","language":"en","title":"Buy or Sell Apple Stock Ahead of iPhone Event?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101906502","media":"TheStreet","summary":"Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.Shares of Apple Report fell $5.10, or 3.31%, to end at $148.97 Friday, as investors digested recent news and prepared for the iPhone event next week.On Sept. 14, the company will hold a virtual event to introduce the new device. Dubbed “California Streaming,” it’s expected that Apple will introduce its new iPhone and Apple Watch.However, Apple remains in the news for other reas","content":"<p>Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.</p>\n<p>Shares of Apple&nbsp;Report&nbsp;fell $5.10, or 3.31%, to end at $148.97 Friday, as investors digested recent news and prepared for the iPhone event next week.</p>\n<p>On Sept. 14, the company will&nbsp;hold a virtual event to introduce&nbsp;the new device. Dubbed “California Streaming,” it’s expected that Apple will introduce its new iPhone and Apple Watch.</p>\n<p>However, Apple remains in the news for other reasons, too.</p>\n<p>After hitting new highs earlier this week, the stock declined Friday after news of a court ruling&nbsp;in its case with Epic Games.</p>\n<p>That’s alongside a report that was published by well-known Morgan Stanley analyst Katy Huberty, who made the case that Apple stock&nbsp;is “compelling” ahead of its upcoming event.</p>\n<p>Like I said, it’s a lot of information for investors to digest. Let’s take a look at how the charts are setting up.</p>\n<p><b>Trading Apple Stock</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd94f6dcfc32af44a4ae542425f3c92f\" tg-width=\"700\" tg-height=\"429\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.</span></p>\n<p>Each time Apple has reported earnings this year, it has resulted in a selloff. Unfortunately, those selloffs would come right as the stock was at or near all-time highs. Those events are marked on the chart with blue arrows.</p>\n<p>It was even more frustrating that Apple&nbsp;blew out analysts’ expectations each time, yet the stock sold off anyway.</p>\n<p>However, rather than a massive dip following the most recent report, the stock only pulled back to the $145 area, near the prior high. It also held the 21-day moving average as support.</p>\n<p>The stock has since pushed up through $150 and earlier this week, hit new all-time highs.</p>\n<p>For now, we’re getting a dip back down to the key $150 area and the 21-day moving average. Aggressive bulls can buy this dip ahead of the company’s event on Tuesday.</p>\n<p>If we break Friday’s low, investors may consider stopping out of the trade and buying on a potentially larger dip down to the 50-day moving average or the $145 area.</p>\n<p>Below $145 may put the $138 level and the 200-day moving average in play.</p>\n<p>Should Apple trade up through the all-time high at $157.26, the 161.8% extension is in play up near $160. Above that mark could put the $172 to $175 zone on the table, depending on how investors react to the event.</p>\n<p>For what it’s worth, September is by far Apple’s worst-performing month, up just three of the last 11 years for the month.</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>Buy or Sell Apple Stock Ahead of iPhone Event?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy or Sell Apple Stock Ahead of iPhone Event?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/trading-apple-aapl-stock-ahead-of-iphone13-event><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.\nShares of Apple Report fell $5.10, or 3.31%, to end at $148.97 Friday, as ...</p>\n\n<a href=\"https://www.thestreet.com/investing/trading-apple-aapl-stock-ahead-of-iphone13-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/trading-apple-aapl-stock-ahead-of-iphone13-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101906502","content_text":"Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.\nShares of Apple Report fell $5.10, or 3.31%, to end at $148.97 Friday, as investors digested recent news and prepared for the iPhone event next week.\nOn Sept. 14, the company will hold a virtual event to introduce the new device. Dubbed “California Streaming,” it’s expected that Apple will introduce its new iPhone and Apple Watch.\nHowever, Apple remains in the news for other reasons, too.\nAfter hitting new highs earlier this week, the stock declined Friday after news of a court ruling in its case with Epic Games.\nThat’s alongside a report that was published by well-known Morgan Stanley analyst Katy Huberty, who made the case that Apple stock is “compelling” ahead of its upcoming event.\nLike I said, it’s a lot of information for investors to digest. Let’s take a look at how the charts are setting up.\nTrading Apple Stock\nDaily chart of Apple stock.\nEach time Apple has reported earnings this year, it has resulted in a selloff. Unfortunately, those selloffs would come right as the stock was at or near all-time highs. Those events are marked on the chart with blue arrows.\nIt was even more frustrating that Apple blew out analysts’ expectations each time, yet the stock sold off anyway.\nHowever, rather than a massive dip following the most recent report, the stock only pulled back to the $145 area, near the prior high. It also held the 21-day moving average as support.\nThe stock has since pushed up through $150 and earlier this week, hit new all-time highs.\nFor now, we’re getting a dip back down to the key $150 area and the 21-day moving average. Aggressive bulls can buy this dip ahead of the company’s event on Tuesday.\nIf we break Friday’s low, investors may consider stopping out of the trade and buying on a potentially larger dip down to the 50-day moving average or the $145 area.\nBelow $145 may put the $138 level and the 200-day moving average in play.\nShould Apple trade up through the all-time high at $157.26, the 161.8% extension is in play up near $160. Above that mark could put the $172 to $175 zone on the table, depending on how investors react to the event.\nFor what it’s worth, September is by far Apple’s worst-performing month, up just three of the last 11 years for the month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881899856,"gmtCreate":1631321584075,"gmtModify":1631888928548,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881899856","repostId":"2166711943","repostType":4,"repost":{"id":"2166711943","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1631315453,"share":"https://www.laohu8.com/m/news/2166711943?lang=&edition=full","pubTime":"2021-09-11 07:10","market":"us","language":"en","title":"Wall Street ends down, Apple sinks on app store ruling","url":"https://stock-news.laohu8.com/highlight/detail?id=2166711943","media":"Reuters","summary":"Sept 10  - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that ","content":"<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&amp;P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&amp;P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology&nbsp;up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&amp;P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&amp;P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&amp;P 500 declined five days in a row.</p>\n<p>All of the eleven S&amp;P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm&nbsp;Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down, Apple sinks on app store ruling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down, Apple sinks on app store ruling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-11 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. producer prices rise solidly in August</p>\n<p>* Apple falls after 'Fortnite' case ruling</p>\n<p>* Kroger falls as shipping woes hurt margins</p>\n<p>Sept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.</p>\n<p>U.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.</p>\n<p>Sentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.</p>\n<p>The S&amp;P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.</p>\n<p>However, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.</p>\n<p>\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"</p>\n<p>Apple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&amp;P 500's declines.</p>\n<p>Shares of app makers rallied, with Spotify Technology&nbsp;up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.</p>\n<p>Losses in the three main indexes accelerated toward the end of the session.</p>\n<p>The Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&amp;P 500 lost 0.77% to 4,458.58.</p>\n<p>The Nasdaq Composite dropped 0.87% to 15,115.49.</p>\n<p>For the week, the S&amp;P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.</p>\n<p>Friday was the first time since February that the S&amp;P 500 declined five days in a row.</p>\n<p>All of the eleven S&amp;P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.</p>\n<p>Affirm&nbsp;Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.</p>\n<p>Grocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.</p>\n<p>Volume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","AAPL":"苹果","DIDI":"滴滴(已退市)","EA":"艺电",".SPX":"S&P 500 Index","SPOT":"Spotify Technology S.A.","ATVI":"动视暴雪",".DJI":"道琼斯","KR":"克罗格"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166711943","content_text":"* U.S. producer prices rise solidly in August\n* Apple falls after 'Fortnite' case ruling\n* Kroger falls as shipping woes hurt margins\nSept 10 (Reuters) - Wall Street ended sharply lower on Friday as investors weighed signs of higher inflation, while Apple Inc tumbled following an unfavorable court ruling related to its app store.\nU.S. producer prices rose solidly in August, leading to the biggest annual gain in nearly 11 years and indicating that high inflation was likely to persist as the pandemic pressures supply chains, data showed.\nSentiment also took a hit from Cleveland Federal Reserve Bank President Loretta Mester's comments that she would still like the central bank to begin tapering asset purchases this year despite the weak August jobs report.\nThe S&P 500 has risen about 19% in 2021, buoyed by support from dovish central bank policies and re-opening optimism.\nHowever, Wall Street has moved sideways in recent sessions as investor digest indications of increased inflation and concerns about the Delta variant's impact on the economic recovery. Investors are also uncertain about when the Federal Reserve may begin reducing massive measures enacted last year to shield the economy from the pandemic.\n\"The market is taking a breather,\" said Greg Bassuk, CEO of AXS Investments. \"Investors are looking for some outsized news or information that is beyond the band of expectations, something much more outsized, positively or negatively, that will give investors better visibility into how things are going to look for the balance of the year.\"\nApple dropped 3.3% after a judge struck down a core part of its App Store rules, benefiting app makers. Its drop contributed more than any other stocks to the Nasdaq and S&P 500's declines.\nShares of app makers rallied, with Spotify Technology up 0.7%, and Activision Blizzard and Electronic Arts both gaining about 2%.\nLosses in the three main indexes accelerated toward the end of the session.\nThe Dow Jones Industrial Average fell 0.78% to close at 34,607.72 points, while the S&P 500 lost 0.77% to 4,458.58.\nThe Nasdaq Composite dropped 0.87% to 15,115.49.\nFor the week, the S&P 500 lost 1.7%, the Dow declined 2.15% and the Nasdaq shed 1.61%.\nFriday was the first time since February that the S&P 500 declined five days in a row.\nAll of the eleven S&P 500 sector indexes fell, with real estate and utilities each down more than 1% and leading the declines.\nAffirm Exploded 34% on Robust Revenue Growth and Guidance, Analysts Impressive Amid Faster Than Expected Merchant and Customer Growth.\nGrocer Kroger Co slumped nearly 8% after it said global supply chain disruptions, freight costs, discounts and wastage would hit its profit margins.\nVolume on U.S. exchanges was 10.0 billion shares, compared with the 9.2 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.84-to-1 ratio; on Nasdaq, a 1.88-to-1 ratio favored decliners.\nThe S&P 500 posted 15 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 55 new highs and 47 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880694514,"gmtCreate":1631053025138,"gmtModify":1631883892861,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586332417338594","authorIdStr":"3586332417338594"},"themes":[],"htmlText":"buy<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","listText":"buy<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","text":"buy$DiDi Global Inc.(DIDI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880694514","repostId":"817455241","repostType":1,"repost":{"id":817455241,"gmtCreate":1630982859979,"gmtModify":1630983234433,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【9月7日】美股昨夜休市，港股今日高开，今天买什么？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月7日讯，港股三大指数集体高开，恒指涨0.17%报26207点，国指涨0.16%报9386点，恒生科技指数涨0.52%报6814点。盘面上，国内煤炭期货开盘大涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01898\">$中煤能源(01898)$</a> 高开1.75%，<a target=\"_blank\" href=\"https://laohu8.com/S/01088\">$中国神华(01088)$</a> 涨0.9%；内房股、铝业股表现强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02600\">$中国铝业(02600)$</a> 涨超2%；深圳前海合作区大扩容，<a target=\"_blank\" href=\"https://laohu8.com/S/00152\">$深圳国际(00152)$</a> 涨近4%，深圳控股涨超3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨1.4%，腾讯涨1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开；生物医药下跌明显，电力","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月7日讯，港股三大指数集体高开，恒指涨0.17%报26207点，国指涨0.16%报9386点，恒生科技指数涨0.52%报6814点。盘面上，国内煤炭期货开盘大涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01898\">$中煤能源(01898)$</a> 高开1.75%，<a target=\"_blank\" href=\"https://laohu8.com/S/01088\">$中国神华(01088)$</a> 涨0.9%；内房股、铝业股表现强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02600\">$中国铝业(02600)$</a> 涨超2%；深圳前海合作区大扩容，<a target=\"_blank\" href=\"https://laohu8.com/S/00152\">$深圳国际(00152)$</a> 涨近4%，深圳控股涨超3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨1.4%，腾讯涨1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开；生物医药下跌明显，电力","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月7日讯，港股三大指数集体高开，恒指涨0.17%报26207点，国指涨0.16%报9386点，恒生科技指数涨0.52%报6814点。盘面上，国内煤炭期货开盘大涨，$中煤能源(01898)$ 高开1.75%，$中国神华(01088)$ 涨0.9%；内房股、铝业股表现强势，$中国铝业(02600)$ 涨超2%；深圳前海合作区大扩容，$深圳国际(00152)$ 涨近4%，深圳控股涨超3%；大型科技股普涨，$美团-W(03690)$ 、$百度集团-SW(09888)$ 涨1.4%，腾讯涨1%，$阿里巴巴-SW(09988)$ 、$京东集团-SW(09618)$ 小幅高开；生物医药下跌明显，电力","images":[{"img":"https://static.tigerbbs.com/8eb78770aab19e4545f8e5f25ed9867a","width":"299","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817455241","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":804815808,"gmtCreate":1627949568704,"gmtModify":1631891880889,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804815808","repostId":"1183793139","repostType":4,"repost":{"id":"1183793139","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627914562,"share":"https://www.laohu8.com/m/news/1183793139?lang=&edition=full","pubTime":"2021-08-02 22:29","market":"us","language":"en","title":"Semiconductor stocks rally after ON Semi's strong earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1183793139","media":"Tiger Newspress","summary":"(August 2) The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broa","content":"<p>(August 2)&nbsp;The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broader tech sector (NYSEARCA:XLK) after chipmaker ON Semiconductor (NASDAQ:ON) reported strong earnings and an upside forecast despite the continuing supply chain constraints.</p>\n<p>ON Semiconductor stock surges over&nbsp;14%&nbsp;after record earnings that beat expectations, upbeat outlook.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/ON\">ON Semiconductor Corp.</a> (ON) shot up over&nbsp;14% in morning trading Monday, after the chipmaker reported record adjusted profit and revenue that beat expectations and provided an upbeat outlook, citing accelerating demand in the automotive and industrial end markets.</p>\n<ul>\n <li>Net income was $184.1 million, or 42 cents a share, after a loss of $1.4 billion, or roughly breakeven on a per-share basis, in the year-ago period.</li>\n <li>Excluding nonrecurring items, adjusted earnings per share increased to a record 63 cents from 12 cents, beating the FactSet consensus of 49 cents.</li>\n <li>Revenue grew 37.6% to $1.67 billion, above the FactSet consensus of $1.62 billion.</li>\n <li>For the third quarter, the company expects adjusted EPS of 68 cents to 80 cents and revenue of $1.66 billion to $1.76 billion, above the FactSet consensus for EPS of 51 cents and revenue of $1.61 billion.</li>\n <li>Gross margin is expected to improve to 38.8% to 40.9% in the third quarter from 38.3% in the second quarter.</li>\n</ul>\n<p>The stock has rallied 19.3% year to date through Friday, while the PHLX Semiconductor Index has run up 20.1% and the S&amp;P 500 has advanced 17.0%.</p>\n<p>MKM Partners notes that ON called out \"accelerating demand for the auto and industrial end markets\" even as the global chip shortage continues.</p>\n<p>Top semiconductor gainers include ON's auto chip peers Microchip (MCHP +3.3%) and NXP Semiconductors (NXPI +2.6%) with the latter reporting earnings today after the bell. Semiconductor equipment players Applied Materials (AMAT +3.2%) and Lam Research (LRCX +2.0%) are also among the top tech gainers.</p>\n<p>Silicon Labs (SLAB +4.2%) continues to rally after announcing plans for a $1B modified Dutch auction.</p>\n<p><img src=\"https://static.tigerbbs.com/29705170f6277ecc6c92943d45c08bb7\" tg-width=\"315\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor stocks rally after ON Semi's strong earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor stocks rally after ON Semi's strong earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-02 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(August 2)&nbsp;The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broader tech sector (NYSEARCA:XLK) after chipmaker ON Semiconductor (NASDAQ:ON) reported strong earnings and an upside forecast despite the continuing supply chain constraints.</p>\n<p>ON Semiconductor stock surges over&nbsp;14%&nbsp;after record earnings that beat expectations, upbeat outlook.</p>\n<p>Shares of <a href=\"https://laohu8.com/S/ON\">ON Semiconductor Corp.</a> (ON) shot up over&nbsp;14% in morning trading Monday, after the chipmaker reported record adjusted profit and revenue that beat expectations and provided an upbeat outlook, citing accelerating demand in the automotive and industrial end markets.</p>\n<ul>\n <li>Net income was $184.1 million, or 42 cents a share, after a loss of $1.4 billion, or roughly breakeven on a per-share basis, in the year-ago period.</li>\n <li>Excluding nonrecurring items, adjusted earnings per share increased to a record 63 cents from 12 cents, beating the FactSet consensus of 49 cents.</li>\n <li>Revenue grew 37.6% to $1.67 billion, above the FactSet consensus of $1.62 billion.</li>\n <li>For the third quarter, the company expects adjusted EPS of 68 cents to 80 cents and revenue of $1.66 billion to $1.76 billion, above the FactSet consensus for EPS of 51 cents and revenue of $1.61 billion.</li>\n <li>Gross margin is expected to improve to 38.8% to 40.9% in the third quarter from 38.3% in the second quarter.</li>\n</ul>\n<p>The stock has rallied 19.3% year to date through Friday, while the PHLX Semiconductor Index has run up 20.1% and the S&amp;P 500 has advanced 17.0%.</p>\n<p>MKM Partners notes that ON called out \"accelerating demand for the auto and industrial end markets\" even as the global chip shortage continues.</p>\n<p>Top semiconductor gainers include ON's auto chip peers Microchip (MCHP +3.3%) and NXP Semiconductors (NXPI +2.6%) with the latter reporting earnings today after the bell. Semiconductor equipment players Applied Materials (AMAT +3.2%) and Lam Research (LRCX +2.0%) are also among the top tech gainers.</p>\n<p>Silicon Labs (SLAB +4.2%) continues to rally after announcing plans for a $1B modified Dutch auction.</p>\n<p><img src=\"https://static.tigerbbs.com/29705170f6277ecc6c92943d45c08bb7\" tg-width=\"315\" tg-height=\"412\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183793139","content_text":"(August 2) The Philadelphia Semiconductor Index is up 1.6%, outperforming the 0.3% gain for the broader tech sector (NYSEARCA:XLK) after chipmaker ON Semiconductor (NASDAQ:ON) reported strong earnings and an upside forecast despite the continuing supply chain constraints.\nON Semiconductor stock surges over 14% after record earnings that beat expectations, upbeat outlook.\nShares of ON Semiconductor Corp. (ON) shot up over 14% in morning trading Monday, after the chipmaker reported record adjusted profit and revenue that beat expectations and provided an upbeat outlook, citing accelerating demand in the automotive and industrial end markets.\n\nNet income was $184.1 million, or 42 cents a share, after a loss of $1.4 billion, or roughly breakeven on a per-share basis, in the year-ago period.\nExcluding nonrecurring items, adjusted earnings per share increased to a record 63 cents from 12 cents, beating the FactSet consensus of 49 cents.\nRevenue grew 37.6% to $1.67 billion, above the FactSet consensus of $1.62 billion.\nFor the third quarter, the company expects adjusted EPS of 68 cents to 80 cents and revenue of $1.66 billion to $1.76 billion, above the FactSet consensus for EPS of 51 cents and revenue of $1.61 billion.\nGross margin is expected to improve to 38.8% to 40.9% in the third quarter from 38.3% in the second quarter.\n\nThe stock has rallied 19.3% year to date through Friday, while the PHLX Semiconductor Index has run up 20.1% and the S&P 500 has advanced 17.0%.\nMKM Partners notes that ON called out \"accelerating demand for the auto and industrial end markets\" even as the global chip shortage continues.\nTop semiconductor gainers include ON's auto chip peers Microchip (MCHP +3.3%) and NXP Semiconductors (NXPI +2.6%) with the latter reporting earnings today after the bell. Semiconductor equipment players Applied Materials (AMAT +3.2%) and Lam Research (LRCX +2.0%) are also among the top tech gainers.\nSilicon Labs (SLAB +4.2%) continues to rally after announcing plans for a $1B modified Dutch auction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891810339,"gmtCreate":1628377591321,"gmtModify":1631891880817,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like and follow","listText":"Like and follow","text":"Like and follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891810339","repostId":"1180025090","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888863222,"gmtCreate":1631488299666,"gmtModify":1631888928539,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888863222","repostId":"2166377772","repostType":4,"repost":{"id":"2166377772","pubTimestamp":1631412043,"share":"https://www.laohu8.com/m/news/2166377772?lang=&edition=full","pubTime":"2021-09-12 10:00","market":"us","language":"en","title":"Got $1,000? 4 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2166377772","media":"Motley Fool","summary":"Strengthen your portfolio by following Warren Buffett's lead on these stocks.","content":"<p>When Warren Buffett took over <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.</p>\n<p>Berkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7e64d08376131e83c6ddb13b24638e8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Image source: The Motley Fool.</span></p>\n<h2>1. Berkshire Hathaway</h2>\n<p>If you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.</p>\n<p>Berkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.</p>\n<p>In addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including <b>Coca-Cola</b>, <b>Bank of America</b>, <b>American Express</b>, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.</p>\n<h2>2. Apple</h2>\n<p><b>Apple</b> (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.</p>\n<p>Apple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.</p>\n<h2>3. Verizon</h2>\n<p>Buffett is known for liking businesses that have strong brand strength, and <b>Verizon</b> (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.</p>\n<p>And when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.</p>\n<h2>4. Amazon</h2>\n<p><b>Amazon</b> (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.</p>\n<p>The e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? 4 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 4 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/\">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","AMZN":"亚马逊","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/09/11/got-1000-4-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166377772","content_text":"When Warren Buffett took over Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in 1965, the company was valued at $19 per share. Today, the investment conglomerate's class A shares trade at roughly $424,200 -- good for growth of approximately 2,226,200% across the stretch. With that kind of incredible performance, it's no wonder he's widely considered one of history's best investors.\nBerkshire stock's massive size means that its days of explosive growth are probably in the rearview, but investors will likely still be able to bank strong gains by following moves made by the company and its chief executive officer. Read on for a look at four Buffett-backed stocks that look primed to deliver wins over the long term.\nImage source: The Motley Fool.\n1. Berkshire Hathaway\nIf you want to replicate The Oracle of Omaha's investing strategy, the single best way to do it is owning Berkshire Hathaway stock. Led by Buffett, vice chairman Charlie Munger, and a team of expert analysts, Berkshire stands as one of the best-managed investment conglomerates of the last half-century.\nBerkshire Hathaway has sector-spanning investment holdings and a legendary management team, so buying its stock is a top way to add a combination of diversified, relatively low-risk holdings to your portfolio. Investing in the company provides a convenient, trustworthy vehicle for broad exposure to the stock market and an equity stake in other businesses and assets under Berkshire's corporate umbrella.\nIn addition to the other stocks profiled in this article, Berkshire Hathaway gives investors exposure to companies including Coca-Cola, Bank of America, American Express, and many others. While Berkshire has a reputation for focusing on value plays in time-tested business categories, the company has gradually been shifting to accommodate a more tech-focused approach to investing. Buffett's and Munger's investing philosophy still plays a key role in shaping the company's direction, but Berkshire is also building positions in future-oriented tech players, and that should work to the advantage of long-term shareholders.\n2. Apple\nApple (NASDAQ:AAPL) stands as the single largest stock holding in the Berkshire Hathaway portfolio. While Buffett is known to have been generally averse to tech stocks due to their complicated businesses and growth-dependent valuations, that's started to change in recent years, and his company has been adding more tech stocks to its holdings. Berkshire's big investments in Apple can be seen as leading the company's emerging tech foundations.\nApple has built one of the strongest brands in the consumer hardware space, and that's also paved the way for a robust software and subscription services ecosystem. Apple will likely continue to command forefront positions in the mobile hardware and software spaces, and it stands out as a likely beneficiary of emerging long-term growth trends, including wearable computing, 5G, and augmented reality.\n3. Verizon\nBuffett is known for liking businesses that have strong brand strength, and Verizon (NYSE:VZ) certainly ticks that box. The telecommunications company has America's largest wireless subscriber base, and it regularly wins awards for having the industry's best network coverage and customer service. With 5G availability still rolling out and phones that support next-generation network services just starting to become widely available, Verizon is likely in the early stages of benefiting from a major transition.\nAnd when it's time to roll out the next wireless network generations and leaps forward in upload and download speeds, there's a good chance that Verizon will continue to be at the forefront. Access to dependable, high-quality internet service will only become increasingly central to business and everyday life, and Verizon is a top candidate for benefiting from this long-term trend.\n4. Amazon\nAmazon (NASDAQ:AMZN) is one of the world's most influential companies, and it's likely that the tech giant will continue to improve and innovate. With leading positions in e-commerce and cloud infrastructure service, Amazon is at the forefront of incredibly important industries that have far-reaching connections to a huge range of businesses. The company has also used its strengths in online retail and data analysis to establish a third-place position in the digital advertising market, and it looks poised to continue benefiting from the ongoing growth of digital ads.\nThe e-commerce, cloud computing services, and digital advertising industries still have long runways for growth, and there's a good chance that Amazon will be able to use its immense resources to expand into new growth categories that strengthen the overall business. The stock has already put up stellar performance, and it continues to offer an attractive risk-reward dynamic for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888087240,"gmtCreate":1631413863580,"gmtModify":1631888928544,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888087240","repostId":"1101906502","repostType":4,"repost":{"id":"1101906502","pubTimestamp":1631407634,"share":"https://www.laohu8.com/m/news/1101906502?lang=&edition=full","pubTime":"2021-09-12 08:47","market":"us","language":"en","title":"Buy or Sell Apple Stock Ahead of iPhone Event?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101906502","media":"TheStreet","summary":"Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.Shares of Apple Report fell $5.10, or 3.31%, to end at $148.97 Friday, as investors digested recent news and prepared for the iPhone event next week.On Sept. 14, the company will hold a virtual event to introduce the new device. Dubbed “California Streaming,” it’s expected that Apple will introduce its new iPhone and Apple Watch.However, Apple remains in the news for other reas","content":"<p>Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.</p>\n<p>Shares of Apple&nbsp;Report&nbsp;fell $5.10, or 3.31%, to end at $148.97 Friday, as investors digested recent news and prepared for the iPhone event next week.</p>\n<p>On Sept. 14, the company will&nbsp;hold a virtual event to introduce&nbsp;the new device. Dubbed “California Streaming,” it’s expected that Apple will introduce its new iPhone and Apple Watch.</p>\n<p>However, Apple remains in the news for other reasons, too.</p>\n<p>After hitting new highs earlier this week, the stock declined Friday after news of a court ruling&nbsp;in its case with Epic Games.</p>\n<p>That’s alongside a report that was published by well-known Morgan Stanley analyst Katy Huberty, who made the case that Apple stock&nbsp;is “compelling” ahead of its upcoming event.</p>\n<p>Like I said, it’s a lot of information for investors to digest. Let’s take a look at how the charts are setting up.</p>\n<p><b>Trading Apple Stock</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd94f6dcfc32af44a4ae542425f3c92f\" tg-width=\"700\" tg-height=\"429\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.</span></p>\n<p>Each time Apple has reported earnings this year, it has resulted in a selloff. Unfortunately, those selloffs would come right as the stock was at or near all-time highs. Those events are marked on the chart with blue arrows.</p>\n<p>It was even more frustrating that Apple&nbsp;blew out analysts’ expectations each time, yet the stock sold off anyway.</p>\n<p>However, rather than a massive dip following the most recent report, the stock only pulled back to the $145 area, near the prior high. It also held the 21-day moving average as support.</p>\n<p>The stock has since pushed up through $150 and earlier this week, hit new all-time highs.</p>\n<p>For now, we’re getting a dip back down to the key $150 area and the 21-day moving average. Aggressive bulls can buy this dip ahead of the company’s event on Tuesday.</p>\n<p>If we break Friday’s low, investors may consider stopping out of the trade and buying on a potentially larger dip down to the 50-day moving average or the $145 area.</p>\n<p>Below $145 may put the $138 level and the 200-day moving average in play.</p>\n<p>Should Apple trade up through the all-time high at $157.26, the 161.8% extension is in play up near $160. Above that mark could put the $172 to $175 zone on the table, depending on how investors react to the event.</p>\n<p>For what it’s worth, September is by far Apple’s worst-performing month, up just three of the last 11 years for the month.</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>Buy or Sell Apple Stock Ahead of iPhone Event?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy or Sell Apple Stock Ahead of iPhone Event?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/trading-apple-aapl-stock-ahead-of-iphone13-event><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.\nShares of Apple Report fell $5.10, or 3.31%, to end at $148.97 Friday, as ...</p>\n\n<a href=\"https://www.thestreet.com/investing/trading-apple-aapl-stock-ahead-of-iphone13-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/trading-apple-aapl-stock-ahead-of-iphone13-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101906502","content_text":"Apple stock was under pressure on Friday, with its iPhone event just days away. Here's how to trade the stock from here.\nShares of Apple Report fell $5.10, or 3.31%, to end at $148.97 Friday, as investors digested recent news and prepared for the iPhone event next week.\nOn Sept. 14, the company will hold a virtual event to introduce the new device. Dubbed “California Streaming,” it’s expected that Apple will introduce its new iPhone and Apple Watch.\nHowever, Apple remains in the news for other reasons, too.\nAfter hitting new highs earlier this week, the stock declined Friday after news of a court ruling in its case with Epic Games.\nThat’s alongside a report that was published by well-known Morgan Stanley analyst Katy Huberty, who made the case that Apple stock is “compelling” ahead of its upcoming event.\nLike I said, it’s a lot of information for investors to digest. Let’s take a look at how the charts are setting up.\nTrading Apple Stock\nDaily chart of Apple stock.\nEach time Apple has reported earnings this year, it has resulted in a selloff. Unfortunately, those selloffs would come right as the stock was at or near all-time highs. Those events are marked on the chart with blue arrows.\nIt was even more frustrating that Apple blew out analysts’ expectations each time, yet the stock sold off anyway.\nHowever, rather than a massive dip following the most recent report, the stock only pulled back to the $145 area, near the prior high. It also held the 21-day moving average as support.\nThe stock has since pushed up through $150 and earlier this week, hit new all-time highs.\nFor now, we’re getting a dip back down to the key $150 area and the 21-day moving average. Aggressive bulls can buy this dip ahead of the company’s event on Tuesday.\nIf we break Friday’s low, investors may consider stopping out of the trade and buying on a potentially larger dip down to the 50-day moving average or the $145 area.\nBelow $145 may put the $138 level and the 200-day moving average in play.\nShould Apple trade up through the all-time high at $157.26, the 161.8% extension is in play up near $160. Above that mark could put the $172 to $175 zone on the table, depending on how investors react to the event.\nFor what it’s worth, September is by far Apple’s worst-performing month, up just three of the last 11 years for the month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899398088,"gmtCreate":1628157428944,"gmtModify":1631891880853,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899398088","repostId":"1119138550","repostType":4,"repost":{"id":"1119138550","pubTimestamp":1628157065,"share":"https://www.laohu8.com/m/news/1119138550?lang=&edition=full","pubTime":"2021-08-05 17:51","market":"us","language":"en","title":"Intel has a plan to go beyond 3nm chips","url":"https://stock-news.laohu8.com/highlight/detail?id=1119138550","media":"engadget","summary":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were plan","content":"<blockquote>\n Its moving past nanometers, in more than <a href=\"https://laohu8.com/S/AONE.U\">one</a> way.\n</blockquote>\n<p>Earlier this year, <a href=\"https://laohu8.com/S/INTC\">Intel</a> announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.</p>\n<p>Intel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.</p>\n<p>Looking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's <a href=\"https://laohu8.com/S/DDD\">3D</a> stacked-chip technology, Foveros.</p>\n<p>Beyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.</p>\n<p>This release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.</p>","source":"lsy1628157128723","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel has a plan to go beyond 3nm chips</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel has a plan to go beyond 3nm chips\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 17:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html><strong>engadget</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were ...</p>\n\n<a href=\"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://www.engadget.com/intel-laid-out-an-aggressive-plan-to-build-angstrom-scale-transistors-within-the-next-five-years-180020485.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119138550","content_text":"Its moving past nanometers, in more than one way.\n\nEarlier this year, Intel announced they were planning toretake the CPU manufacturing leadand \"unquestioned leadership\" in the PC world. These were impressive goals, but what was missing was any sense of how they'd actually achieve them. Now, we finally know Intel's plan.\nIntel's CEO Pat Gelsinger and SVP of Technology Development Dr. Ann Kelleher,laid out the company's plan for the future.For starters, Intel is renaming its manufacturing nodes. What used to be 10nm \"Enhanced Superfin\" is now just \"7.\" This may feel a little duplicitous — \"just wave a wand a you've got better technology!\" — but to be fair to intel, the nanometer measurements of process nodes don't really correspond to anything physical any more, and in terms of density Intel's current 10nm chips are competitive with TSMC and Samsung's 7nm.\nLooking beyond 7nm, Intel is targeting an aggressive release schedule with major product updates happening annually. We're expecting their Alder Lake chips this fall, which will mix high and low-powered cores, followed by now-4nm Meteor Lake chips that will move to a \"tile\" (chiplet) design, and incorporate Intel's 3D stacked-chip technology, Foveros.\nBeyond that, Intel has technology mapped out for an EUV-based 3nm node that will use the high-energy manufacturing process to streamline chip creation, and a \"20A\" for angstrom node. This is one ten-billionth of a meter (meaning it's 2nm), and will be followed by a 18A node that Intel hopes to start moving into production in 2025 for products sometime in the 2nd half of the decade. Again, while node measurements don't really correspond to physical structures any more, a silicon atom is in the area of 2 angstroms wide, so these are seriously tiny transistors.\nThis release schedule seems aggressive, and Intel does not have the best track record of meeting targets for new nodes, but if it can even come close to these goals, expect your laptops and desktops to get a huge performance boost in the next few years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890754380,"gmtCreate":1628137045540,"gmtModify":1631891880864,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890754380","repostId":"1158747638","repostType":4,"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873988440,"gmtCreate":1636843830814,"gmtModify":1636843830928,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Good news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873988440","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p>\n<p>“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p>\n<p>Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p>\n<p>Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p>\n<p>In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p>\n<p>The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p>\n<p>Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p>\n<p>The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p>\n<p>The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p>\n<p>The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p>\n<p>While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p>\n<p>In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p>\n<p>The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p>\n<p>“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p>\n<p>Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p>\n<p>“[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p>\n<p>The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p>\n<p>“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p>\n<p>Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p>\n<p>“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p>\n<p>Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p>\n<p>“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p>\n<p>That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p>\n<p>Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p>\n<p>Moderna shares are down more than 40% over the past three months.</p>\n<p>As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p>\n<p>When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p>\n<p>That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p>\n<p>Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p>\n<p>Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p>\n<p>An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</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>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873981731,"gmtCreate":1636843702976,"gmtModify":1636843703092,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873981731","repostId":"1129004768","repostType":4,"repost":{"id":"1129004768","pubTimestamp":1636764434,"share":"https://www.laohu8.com/m/news/1129004768?lang=&edition=full","pubTime":"2021-11-13 08:47","market":"us","language":"en","title":"Apple: The Bear Argument, And Why It's Wrong","url":"https://stock-news.laohu8.com/highlight/detail?id=1129004768","media":"Seeking Alpha","summary":"Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.This may also help to explain, in part, why Apple's revenues in Greater China shot through the","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.</li>\n <li>I list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.</li>\n <li>Maybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bc955cc5d27328c3b89b327b9368d27\" tg-width=\"1536\" tg-height=\"1020\" width=\"100%\" height=\"auto\"><span>kmwphotography/iStock via Getty Images</span></p>\n<p>With Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.</p>\n<p>Below, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.</p>\n<p><b>Key risk #1: drop-off in demand</b></p>\n<p>Not many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's&nbsp;Pierre Ferragu&nbsp;and Satori Fund's&nbsp;Dan Niles&nbsp;are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.</p>\n<p>The first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder&nbsp;Steve Wozniak) see as merely a minor upgrade from the previous model.</p>\n<p>I see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7dc677f0a1c77dd39f40b4cc99c6fc15\" tg-width=\"460\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: DM Martins Research, data from company reports</span></p>\n<p>This may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.</p>\n<p>In the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.</p>\n<p><b>Key risk #2: valuation</b></p>\n<p>The other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS&nbsp;to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.</p>\n<p>That, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.</p>\n<p>First, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer&nbsp;have been hurting social media companies&nbsp;and their financial statements&nbsp;led to the Nasdaqe&nbsp;rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0946db3f3bc62569a56f2dbe2aa75922\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Also, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.</p>\n<p><b>Key risk #3: lack of positive catalysts</b></p>\n<p>The next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and&nbsp;so has the refreshed lineup&nbsp;of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.</p>\n<p>But here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.</p>\n<p>I have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and&nbsp;autonomous vehicle&nbsp;has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.</p>\n<p><b>In summary</b></p>\n<p>Apple may not be the same pound-the-table opportunity that I believed it to be&nbsp;in February 2021&nbsp;or, better yet,in April 2018&nbsp;– in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: The Bear Argument, And Why It's Wrong</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: The Bear Argument, And Why It's Wrong\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4468890-apple-the-bear-argument-and-why-its-wrong","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129004768","content_text":"Summary\n\nApple has failed to stay above $150 per share for long, and bears are starting to pay attention to the recent weakness in price.\nI list a couple of the most popular bearish arguments, and explain why I believe that they are either short-sighted or most likely incorrect.\nMaybe AAPL is not the same pound-the-table buy, but I continue to think that this is a stock to own today through the next several years.\n\nkmwphotography/iStock via Getty Images\nWith Apple (AAPL) once again failing to make fresh all-time highs, now down around 6% from the peak and dipping closer towards key moving-average support, bears have started to pay attention. Still, I think that the case for selling (or shorting) this stock does not hold much water in the long term, and I believe that bears will ultimately tire of swimming against the current.\nBelow, I list the most common few reasons why one might want to dump or stay away from Apple shares – and why I think that the bearish case is either short-sighted or most likely incorrect.\nKey risk #1: drop-off in demand\nNot many analysts and portfolio managers have been vocal about avoiding or selling Apple. Experts like New Street's Pierre Ferragu and Satori Fund's Dan Niles are the few that come to mind, and their theses seem to align pretty well with every other bearish call on AAPL that I have seen recently.\nThe first common reason to sell the stock is often phrased in different ways, but can effectively be summarized as follows: Apple's financial results in the near term should suffer from demand that has already turned into revenues in calendar 2020, during the thick of the pandemic and stay-at-home consumption wave. This is particularly true following the launch of the iPhone 13 that some (including legendary Apple founder Steve Wozniak) see as merely a minor upgrade from the previous model.\nI see the concern here, especially considering that Apple will start to face unsurmountable iPhone comps in the holidays and post-holiday quarters – see graph below. But the same chart also shows that there seemed to exist quite a bit of pent-up demand over the many quarters that preceded the iPhone 12 launch. One possible justification for this shift in sales from fiscal 2019-2020 to 2021 is Apple's late entry into the 5G space. Consumers that are loyal to or just prefer the iOS device probably waited patiently to upgrade or switch, and then they did it all at once.\nSource: DM Martins Research, data from company reports\nThis may also help to explain, in part, why Apple's revenues in Greater China shot through the roof in the past 6 to 12 months. With the country's 5G infrastructure being further developed, owning a device that can handle the faster speeds probably makes most sense. Sales in the region had been lackluster to say the least since 2015, and dropped YOY by as much as 29% in fiscal Q4 of 2020. In the past three quarters, however, revenues climbed by at least 57% in each period.\nIn the end, over the last 12 quarters – i.e. roughly the useful life of the average iPhone – Apple's smartphone sales have risen by only 4.8% per year. Considering that ASP (average selling price) has likely increased during the period, this figure barely represents any meaningful growth in device shipments over a full cycle. Therefore, to think that demand for Apple's products will fall off a cliff next seems like a stretch, especially if one also considers chip innovation and design updates in Mac and iPad.\nKey risk #2: valuation\nThe other key risk of investing in Apple that is often brought up is valuation. Dan Niles, mentioned above, suggests that a next-year P/E of 26 times might not even be the biggest deal. The problem is that this multiple looks too rich against growth expectations that are modest.Analysts expect Apple's EPS to rise by only 4% per year through fiscal 2025. Alphabet (GOOG)(GOOGL), valued at a similar earnings multiple, is expected to drive earnings 16% higher per year over a similar period.\nThat, in my view, is a more reasonable bearish argument. Per my estimates, Apple is by far the stock with the highest PEG ratio (P/E over long-term EPS growth) of 6.5 times. Amazon (AMZN) is a very distant second on this metric, at 2.3 times. But even here, I see a good argument to be made in favor of Apple.\nFirst, the company has been proving to be a powerful gatekeeper in the tech world. Here is one example: the first, most blatant sign that Apple's iOS privacy policy changes in the summer have been hurting social media companies and their financial statements led to the Nasdaqe rasing $120 billion in market value in a matter of minutes – most of which coming from internet stocks. Should one be expected to pay a premium for a stock in the face of such market control? I would say so.\nData by YCharts\nAlso, as the chart above depicts, Apple's forward-year P/E has certainly expanded relative to what it used to be a few years ago. But the multi-year move higher seems consistent with (1) a wave of increased demand for Apple's products and services, (2) better margins, (3) a drop in interest rates in 2020, and (4) a broad stock market that has become generally more expensive. Compared to how AAPL traded only about three months ago, P/E has in fact dipped about three turns and returned to early 2021 levels.\nKey risk #3: lack of positive catalysts\nThe next risk to investing in Apple that is often cited are short-term catalysts. The iPhone 13 was announced a few weeks ago, and so has the refreshed lineup of MacBook Pro devices equipped with the new M1 Pro and Max chips. Fiscal fourth quarter earnings is also in the rearview mirror. In fact, I think that the drop off in relevant Apple news in the fourth quarter correlates well with a stock that, seasonally, tends to perform worse in the November-to-January period. Bears may also argue that, with a few quarters of tough comps ahead, investors might have a hard time finding reasons to buy AAPL in the next few months.\nBut here, I believe that a bit of patience is warranted. First, the recent malaise in share price alone may be enough to attract new money from investors looking for a good deal on a high-quality stock. But more importantly, longer-term catalysts are likely to make more of a difference on share price and financial performance over the next, say, five years.\nI have previously talked in more detail about two catalysts that quickly come to mind. I doubt that much upside from initiatives like mixed reality and autonomous vehicle has been factored into analysts' financial models – and hence, properly priced into the stock. Because Apple is run by a conservative team of executives, I bet that both massive growth opportunities will be pursued if and when they are accretive to the company's earnings. They should, therefore, serve as the key catalysts driving long-term growth expectations (which is relevant for risk #1 above) and share price higher.\nIn summary\nApple may not be the same pound-the-table opportunity that I believed it to be in February 2021 or, better yet,in April 2018 – in both cases, I believed that shares had sold off for no good reason. But I continue to think that AAPL is a stock to own today through the next several years, especially now that the earnings multiple has started to rerate towards year-ago levels. Should Apple continue to head lower in the near term, the pullback (assuming no meaningful change in business fundamentals) would present an even better chance to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866654165,"gmtCreate":1632780229357,"gmtModify":1632797972996,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866654165","repostId":"2170623235","repostType":4,"repost":{"id":"2170623235","pubTimestamp":1632755903,"share":"https://www.laohu8.com/m/news/2170623235?lang=&edition=full","pubTime":"2021-09-27 23:18","market":"us","language":"en","title":"3 Top Stocks You Can Buy and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2170623235","media":"Motley Fool","summary":"A restructuring play, an ESG play, and a stock with growth at a reasonable price make up this list.","content":"<p>If you plan to buy and hold a stock for 10 years or more, it's a good idea to purchase <a href=\"https://laohu8.com/S/AONE.U\">one</a> with a long-term theme in mind. The fascinating thing about <b>General Electric</b> (NYSE:GE), <b>Johnson Controls</b> (NYSE:JCI), and Google parent <b>Alphabet</b> (NASDAQ:GOOG) (NASDAQ:GOOGL) is that they have entirely different earnings drivers over the next decade. So, let's look at why they are good stocks to buy in their own ways.</p>\n<h2>General Electric is a restructuring story</h2>\n<p>GE is restructuring some fundamentally good businesses and enjoying a multi-year recovery in its crucial aviation segment. But unfortunately, the company has a troubled past. Former CEO Jeff Immelt has been widely criticized for making big bets on fossil fuel technologies. Specifically, he bought many oil and gas services and a major gas and steam power business (from Alstom), just as the energy transition toward renewables started gathering momentum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d809e54e32a6274b36ebe37521180fea\" tg-width=\"700\" tg-height=\"554\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Immelt's idea was to build scale in these industries and attach GE's industrial internet capability to them to add long-term value. Unfortunately, the market for gas turbines halved in the years since the significant Alstom acquisition, as did the price of oil after Immelt made a slew of acquisitions.</p>\n<p>Still, that was then and this is now. GE is vastly different from the expansionary Immelt days and operates out of just four industrial segments. Current CEO Larry Culp is on a drive to improve margin and free cash flow (FCF) performance at the low-growth power business, where GE remains the leading player in gas turbines.</p>\n<p>GE Aviation remains a powerhouse in aerospace (with aircraft engines on the <b>Boeing</b> 737 and the <b>Airbus</b> A320 family) and will benefit from a recovering commercial aviation market. GE Healthcare is a leader in imaging technology and a strong cash generator. At the same time, GE Renewable Energy is a leader in onshore wind and is building a multi-billion dollar offshore wind business.</p>\n<p>It will take time, but Culp aims for a high-single-digit FCF margin by 2023, resulting in $7 billion in FCF. Given that its current market cap is only $108 billion, GE would be attractively priced if it hits that target. Moreover, with a solid collection of businesses where GE is either No. 1 or No. 2, it can grow earnings for many years to come.</p>\n<h2>Johnson Controls has plenty of growth potential</h2>\n<p>The company is a significant player in the heating, ventilation, air conditioning (HVAC) market, and the fire and security products market for buildings. It's heavily weighted toward the commercial (rather than residential) HVAC market, and the company is a play on commercial building rather than residential.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b128657b68e0857feddf925cafa2ae\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Management sees its long-term growth opportunity coming from three primary sources:</p>\n<ul>\n <li>The need for building owners to improve efficiency and meet net-zero carbon emission standards by fitting and retrofitting improved building systems.</li>\n <li>The COVID-19 pandemic's creation of a lasting interest in healthy buildings with ventilation to circulate the air more often.</li>\n <li>The movement toward smart connected buildings whereby internet-enabled devices create a mass of data used to improve a building's performance.</li>\n</ul>\n<p>CEO George Oliver believes these three factors will create a $250 billion market opportunity over the next decade on top of the $300 billion markets the company currently serves. Moreover, the company is an early leader in the space, having launched its OpenBlue suite of digitally connected solutions in July 2020.</p>\n<p>As such, the company should be able to grow its earnings for many years to come. At the recent investor day presentation, management outlined expectations for a compound annual growth rate in revenue of 6%-7% and earnings per share (EPS) growth of 18%-21% over the next three years. Whichever way you look at it, Johnson Controls is set for multi-year growth.</p>\n<h2>Alphabet's Google is generating bundles of cash</h2>\n<p>It may seem strange to talk about an industrial company, Johnson Controls, as the growth play and a technology company, Alphabet, as the option for growth at a reasonable price, but in truth, that's pretty much how it is. Yes, Google's parent company is still generating robust growth.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19362d8b49224ccd92b3bcf18bdc7e79\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<p>Still, the critical point is Alphabet's also generating vast amounts of FCF, which management can use to boost EPS and FCF per share by buying back stock or investing in growth initiatives. Moreover, most of its earnings come from search, a market where the company appears to have an unassailable position.</p>\n<p>Wall Street analysts have Alphabet generating an incredible $235 billion in FCF over the next three years. That's enough to buy GE and Johnson Controls while leaving $75 billion over. It's also a figure equivalent to 12.5% of its current $1.88 trillion market cap.</p>\n<p>As such, Alphabet is priced like a value stock, yet its revenue is growing at a mid-teens rate. Moreover, with YouTube and Google Cloud revenue growing strongly to support search, Alphabet has demonstrated it can develop other strong profit centers. Hopefully, it will do so with the enormous amounts of FCF it will generate in the coming years.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks You Can Buy and Hold for the Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks You Can Buy and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/27/3-top-stocks-you-can-buy-and-hold-for-the-next-dec/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you plan to buy and hold a stock for 10 years or more, it's a good idea to purchase one with a long-term theme in mind. The fascinating thing about General Electric (NYSE:GE), Johnson Controls (...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/27/3-top-stocks-you-can-buy-and-hold-for-the-next-dec/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","GOOGL":"谷歌A","GOOG":"谷歌","JCI":"江森自控"},"source_url":"https://www.fool.com/investing/2021/09/27/3-top-stocks-you-can-buy-and-hold-for-the-next-dec/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170623235","content_text":"If you plan to buy and hold a stock for 10 years or more, it's a good idea to purchase one with a long-term theme in mind. The fascinating thing about General Electric (NYSE:GE), Johnson Controls (NYSE:JCI), and Google parent Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is that they have entirely different earnings drivers over the next decade. So, let's look at why they are good stocks to buy in their own ways.\nGeneral Electric is a restructuring story\nGE is restructuring some fundamentally good businesses and enjoying a multi-year recovery in its crucial aviation segment. But unfortunately, the company has a troubled past. Former CEO Jeff Immelt has been widely criticized for making big bets on fossil fuel technologies. Specifically, he bought many oil and gas services and a major gas and steam power business (from Alstom), just as the energy transition toward renewables started gathering momentum.\nImage source: Getty Images.\nImmelt's idea was to build scale in these industries and attach GE's industrial internet capability to them to add long-term value. Unfortunately, the market for gas turbines halved in the years since the significant Alstom acquisition, as did the price of oil after Immelt made a slew of acquisitions.\nStill, that was then and this is now. GE is vastly different from the expansionary Immelt days and operates out of just four industrial segments. Current CEO Larry Culp is on a drive to improve margin and free cash flow (FCF) performance at the low-growth power business, where GE remains the leading player in gas turbines.\nGE Aviation remains a powerhouse in aerospace (with aircraft engines on the Boeing 737 and the Airbus A320 family) and will benefit from a recovering commercial aviation market. GE Healthcare is a leader in imaging technology and a strong cash generator. At the same time, GE Renewable Energy is a leader in onshore wind and is building a multi-billion dollar offshore wind business.\nIt will take time, but Culp aims for a high-single-digit FCF margin by 2023, resulting in $7 billion in FCF. Given that its current market cap is only $108 billion, GE would be attractively priced if it hits that target. Moreover, with a solid collection of businesses where GE is either No. 1 or No. 2, it can grow earnings for many years to come.\nJohnson Controls has plenty of growth potential\nThe company is a significant player in the heating, ventilation, air conditioning (HVAC) market, and the fire and security products market for buildings. It's heavily weighted toward the commercial (rather than residential) HVAC market, and the company is a play on commercial building rather than residential.\nImage source: Getty Images.\nManagement sees its long-term growth opportunity coming from three primary sources:\n\nThe need for building owners to improve efficiency and meet net-zero carbon emission standards by fitting and retrofitting improved building systems.\nThe COVID-19 pandemic's creation of a lasting interest in healthy buildings with ventilation to circulate the air more often.\nThe movement toward smart connected buildings whereby internet-enabled devices create a mass of data used to improve a building's performance.\n\nCEO George Oliver believes these three factors will create a $250 billion market opportunity over the next decade on top of the $300 billion markets the company currently serves. Moreover, the company is an early leader in the space, having launched its OpenBlue suite of digitally connected solutions in July 2020.\nAs such, the company should be able to grow its earnings for many years to come. At the recent investor day presentation, management outlined expectations for a compound annual growth rate in revenue of 6%-7% and earnings per share (EPS) growth of 18%-21% over the next three years. Whichever way you look at it, Johnson Controls is set for multi-year growth.\nAlphabet's Google is generating bundles of cash\nIt may seem strange to talk about an industrial company, Johnson Controls, as the growth play and a technology company, Alphabet, as the option for growth at a reasonable price, but in truth, that's pretty much how it is. Yes, Google's parent company is still generating robust growth.\nImage source: Getty Images.\nStill, the critical point is Alphabet's also generating vast amounts of FCF, which management can use to boost EPS and FCF per share by buying back stock or investing in growth initiatives. Moreover, most of its earnings come from search, a market where the company appears to have an unassailable position.\nWall Street analysts have Alphabet generating an incredible $235 billion in FCF over the next three years. That's enough to buy GE and Johnson Controls while leaving $75 billion over. It's also a figure equivalent to 12.5% of its current $1.88 trillion market cap.\nAs such, Alphabet is priced like a value stock, yet its revenue is growing at a mid-teens rate. Moreover, with YouTube and Google Cloud revenue growing strongly to support search, Alphabet has demonstrated it can develop other strong profit centers. Hopefully, it will do so with the enormous amounts of FCF it will generate in the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898982112,"gmtCreate":1628468545636,"gmtModify":1631891880806,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898982112","repostId":"1101851851","repostType":4,"repost":{"id":"1101851851","pubTimestamp":1628467943,"share":"https://www.laohu8.com/m/news/1101851851?lang=&edition=full","pubTime":"2021-08-09 08:12","market":"us","language":"en","title":"Biden’s Electric-Car Ambitions Face Real-World Roadblocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1101851851","media":"The Wall Street Journal","summary":"Auto makers want congressional moves on charging stations and tax incentives; consumer support also ","content":"<p><i>Auto makers want congressional moves on charging stations and tax incentives; consumer support also is needed.</i></p>\n<p>WASHINGTON—President Biden wants to convert American motorists to electric cars as a linchpin of his plan to address&nbsp;climate change. Success heavily depends on factors outside his control.</p>\n<p>The executive order&nbsp;that Mr. Biden signed Thursday—calling on sales of electric, fuel-cell and plug-in hybrids to account for 50% of car and light truck sales by 2030—has no binding authority.</p>\n<p>Auto makers say they could meet a target of somewhere&nbsp;between 40% and 50% of sales, but only if Congress spends billions of dollars to build out a network of EV charging stations and provides tax incentives to consumers, among other measures.</p>\n<p>Beyond that,&nbsp;consumers must buy in. EVs currently account for about 3% of sales, reflecting in part generally higher upfront costs and limits on their range.</p>\n<p>“Possibly the biggest hurdle ahead is consumer acceptance,” said Jessica Caldwell, an analyst at auto-data firm Edmunds. “What will it take for Americans to be willing to change their car ownership habits to go electric?”</p>\n<p>Supporters of Mr. Biden’s plan acknowledge the magnitude of the task ahead but insist the goal is achievable.</p>\n<p>Tax incentives can help bridge the price difference between gasoline and electric vehicles at the dealership, these people say. Once purchased, electric vehicles&nbsp;offer continued savings&nbsp;in fuel and maintenance costs compared with gas vehicles, and often a better ride.</p>\n<p>A bigger national&nbsp;network of charging stations&nbsp;is also seen as key to alleviating fears of range anxiety, or running out of charge on the highway.</p>\n<p>Providing those solutions will require&nbsp;balancing a long list of interests, from industry, political parties, unions, environmentalists, regulators and local governments, among others.</p>\n<p>“That’s a Rubik’s cube of complexity,” said Larry Burns, a former GM executive and adviser to&nbsp;Alphabet&nbsp;Inc.’s&nbsp;self-driving affiliate Waymo. “And this scale is massive. So we have to have collective will to make this happen.”</p>\n<p>But Mr. Burns and others say the industry is ready to make the transition, spurred by government and international competition.</p>\n<p>Mr. Biden has made transportation a central part of his&nbsp;agenda on climate change. The sector is the country’s top source of greenhouse-gas emissions, contributing more than a quarter of the country’s planet-warming gases. And China has become a world leader in batteries and electric vehicles, a long-term threat to U.S. manufacturing.</p>\n<p>Mr. Biden’s most immediate impact will be through using the authority he does have at the Environmental Protection Agency. It is proposing new rules that would require auto makers to raise average fleetwide fuel efficiency to the equivalent of 52 miles per gallon by the 2026 model year, using an industry measure that takes both fuel efficiency and emissions reductions into account.</p>\n<p>That compares with the current requirement of 43.3 mpg for that model year under rules set last year by the Trump administration.</p>\n<p>Under the agency’s proposal, which is now subject to a public-comment period, auto makers would be allowed some increased flexibility to comply by using credits they banked in past years when they surpassed their sales goals under the fuel-efficiency requirements.</p>\n<p><i>‘There is going to be a massive dislocation...[President Biden] has to navigate through it and enforce the compromise.’</i></p>\n<p style=\"text-align:right;\"><i>— Bob Lutz, former auto executive</i></p>\n<p>That is likely to spur opposition from the left, with some environmentalists already saying the president is caving in to the auto industry. The EPA’s proposal would produce just 75% of efficiency gains that would have come from the original Obama-era rules, according to an analysis from Consumer Reports Inc., a nonprofit membership organization known for its product reviews.</p>\n<p>“There’s no doubt [the EPA proposal] is a big improvement over where we were,” said David Friedman, Consumer Reports’ vice president of advocacy. “But it doesn’t go as far as our technology can go, and both where consumers and the climate need us to go.”</p>\n<p>And the regulations themselves aren’t set in stone, said Mary Nichols, a former chairwoman of the California Air Resources Board and a pioneer of fuel-economy regulation.</p>\n<p>Mr. Biden is taking action now to toughen fuel-efficiency standards in large part because former President Donald Trump drastically relaxed standards first imposed by former President Barack Obama.</p>\n<p>“An administration that is determined to dismantle them can quickly shift course,” Ms. Nichols said.</p>\n<p>That makes Mr. Biden’s deal making with the auto makers important as an attempt to bulletproof his plan for the auto industry. The former GM executive Mr. Burns and other industry experts note that the major auto makers&nbsp;are already spending big&nbsp;to transform themselves, a major reason Mr. Biden’s plan might succeed.</p>\n<p>But it faces risks, too. Because it is voluntary, auto makers could still backtrack on their commitments, as&nbsp;they have done before. Congress has taken some of the tax credits and spending that the industry says it needs out of a pending bipartisan infrastructure package, leaving it for Democrats to consider for&nbsp;another spending billthat faces high hurdles to passage.</p>\n<p>There has been pushback from auto dealers fearful of the loss of lucrative maintenance work on traditional engines.</p>\n<p>Unions&nbsp;are fearful of job losses&nbsp;if the transition moves too quickly.</p>\n<p>Mr. Biden voiced his support for union workers throughout an event at the White House on Thursday where he signed the executive order, with executives from&nbsp;<a href=\"https://laohu8.com/S/F\">Ford</a>,&nbsp;<a href=\"https://laohu8.com/S/GM\">General Motors</a> and&nbsp;<a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (formerly Fiat Chrysler)—all union shops—looking on.</p>\n<p>The White House left out foreign auto makers, including&nbsp;<a href=\"https://laohu8.com/S/TM\">Toyota</a>&nbsp;or&nbsp;Hyundai Motor&nbsp;Co., whose U.S. workforces aren’t union-represented, as well as&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,&nbsp;the company that has led the way in building a market for EVs.</p>\n<p>The exclusion led to a rebuke from the American International Automobile Dealers Association, which noted that any policies that “prioritize some American auto workers above others…politicize what should be a shared mission,” making reaching the EV sales target more difficult.</p>\n<p>Bob Lutz, a former senior executive at Ford, Chrysler, BMW and GM, where he was vice chairman, said Mr. Biden has now put himself at the center of what could be a messy transition process, one that will upend the status quo as auto manufacturing shifts to EV technology.</p>\n<p>“There is going to be a massive dislocation,” especially for workers, Mr. Lutz said. “He has to navigate through it and enforce the compromise. If everybody is a little unhappy but willing to accept it, that’s what he’s shooting for.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden’s Electric-Car Ambitions Face Real-World Roadblocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden’s Electric-Car Ambitions Face Real-World Roadblocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/bidens-electric-car-ambitions-face-real-world-roadblocks-11628427780?mod=hp_lead_pos11><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Auto makers want congressional moves on charging stations and tax incentives; consumer support also is needed.\nWASHINGTON—President Biden wants to convert American motorists to electric cars as a ...</p>\n\n<a href=\"https://www.wsj.com/articles/bidens-electric-car-ambitions-face-real-world-roadblocks-11628427780?mod=hp_lead_pos11\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","TM":"丰田汽车","F":"福特汽车","STLA":"Stellantis NV","TSLA":"特斯拉"},"source_url":"https://www.wsj.com/articles/bidens-electric-car-ambitions-face-real-world-roadblocks-11628427780?mod=hp_lead_pos11","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101851851","content_text":"Auto makers want congressional moves on charging stations and tax incentives; consumer support also is needed.\nWASHINGTON—President Biden wants to convert American motorists to electric cars as a linchpin of his plan to address climate change. Success heavily depends on factors outside his control.\nThe executive order that Mr. Biden signed Thursday—calling on sales of electric, fuel-cell and plug-in hybrids to account for 50% of car and light truck sales by 2030—has no binding authority.\nAuto makers say they could meet a target of somewhere between 40% and 50% of sales, but only if Congress spends billions of dollars to build out a network of EV charging stations and provides tax incentives to consumers, among other measures.\nBeyond that, consumers must buy in. EVs currently account for about 3% of sales, reflecting in part generally higher upfront costs and limits on their range.\n“Possibly the biggest hurdle ahead is consumer acceptance,” said Jessica Caldwell, an analyst at auto-data firm Edmunds. “What will it take for Americans to be willing to change their car ownership habits to go electric?”\nSupporters of Mr. Biden’s plan acknowledge the magnitude of the task ahead but insist the goal is achievable.\nTax incentives can help bridge the price difference between gasoline and electric vehicles at the dealership, these people say. Once purchased, electric vehicles offer continued savings in fuel and maintenance costs compared with gas vehicles, and often a better ride.\nA bigger national network of charging stations is also seen as key to alleviating fears of range anxiety, or running out of charge on the highway.\nProviding those solutions will require balancing a long list of interests, from industry, political parties, unions, environmentalists, regulators and local governments, among others.\n“That’s a Rubik’s cube of complexity,” said Larry Burns, a former GM executive and adviser to Alphabet Inc.’s self-driving affiliate Waymo. “And this scale is massive. So we have to have collective will to make this happen.”\nBut Mr. Burns and others say the industry is ready to make the transition, spurred by government and international competition.\nMr. Biden has made transportation a central part of his agenda on climate change. The sector is the country’s top source of greenhouse-gas emissions, contributing more than a quarter of the country’s planet-warming gases. And China has become a world leader in batteries and electric vehicles, a long-term threat to U.S. manufacturing.\nMr. Biden’s most immediate impact will be through using the authority he does have at the Environmental Protection Agency. It is proposing new rules that would require auto makers to raise average fleetwide fuel efficiency to the equivalent of 52 miles per gallon by the 2026 model year, using an industry measure that takes both fuel efficiency and emissions reductions into account.\nThat compares with the current requirement of 43.3 mpg for that model year under rules set last year by the Trump administration.\nUnder the agency’s proposal, which is now subject to a public-comment period, auto makers would be allowed some increased flexibility to comply by using credits they banked in past years when they surpassed their sales goals under the fuel-efficiency requirements.\n‘There is going to be a massive dislocation...[President Biden] has to navigate through it and enforce the compromise.’\n— Bob Lutz, former auto executive\nThat is likely to spur opposition from the left, with some environmentalists already saying the president is caving in to the auto industry. The EPA’s proposal would produce just 75% of efficiency gains that would have come from the original Obama-era rules, according to an analysis from Consumer Reports Inc., a nonprofit membership organization known for its product reviews.\n“There’s no doubt [the EPA proposal] is a big improvement over where we were,” said David Friedman, Consumer Reports’ vice president of advocacy. “But it doesn’t go as far as our technology can go, and both where consumers and the climate need us to go.”\nAnd the regulations themselves aren’t set in stone, said Mary Nichols, a former chairwoman of the California Air Resources Board and a pioneer of fuel-economy regulation.\nMr. Biden is taking action now to toughen fuel-efficiency standards in large part because former President Donald Trump drastically relaxed standards first imposed by former President Barack Obama.\n“An administration that is determined to dismantle them can quickly shift course,” Ms. Nichols said.\nThat makes Mr. Biden’s deal making with the auto makers important as an attempt to bulletproof his plan for the auto industry. The former GM executive Mr. Burns and other industry experts note that the major auto makers are already spending big to transform themselves, a major reason Mr. Biden’s plan might succeed.\nBut it faces risks, too. Because it is voluntary, auto makers could still backtrack on their commitments, as they have done before. Congress has taken some of the tax credits and spending that the industry says it needs out of a pending bipartisan infrastructure package, leaving it for Democrats to consider for another spending billthat faces high hurdles to passage.\nThere has been pushback from auto dealers fearful of the loss of lucrative maintenance work on traditional engines.\nUnions are fearful of job losses if the transition moves too quickly.\nMr. Biden voiced his support for union workers throughout an event at the White House on Thursday where he signed the executive order, with executives from Ford, General Motors and Stellantis NV (formerly Fiat Chrysler)—all union shops—looking on.\nThe White House left out foreign auto makers, including Toyota or Hyundai Motor Co., whose U.S. workforces aren’t union-represented, as well as Tesla Motors, the company that has led the way in building a market for EVs.\nThe exclusion led to a rebuke from the American International Automobile Dealers Association, which noted that any policies that “prioritize some American auto workers above others…politicize what should be a shared mission,” making reaching the EV sales target more difficult.\nBob Lutz, a former senior executive at Ford, Chrysler, BMW and GM, where he was vice chairman, said Mr. Biden has now put himself at the center of what could be a messy transition process, one that will upend the status quo as auto manufacturing shifts to EV technology.\n“There is going to be a massive dislocation,” especially for workers, Mr. Lutz said. “He has to navigate through it and enforce the compromise. If everybody is a little unhappy but willing to accept it, that’s what he’s shooting for.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602827948,"gmtCreate":1639008697068,"gmtModify":1639008697193,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Thanks for sharing&nbsp;","listText":"Thanks for sharing&nbsp;","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602827948","repostId":"1137331022","repostType":2,"repost":{"id":"1137331022","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":1639005672,"share":"https://www.laohu8.com/m/news/1137331022?lang=&edition=full","pubTime":"2021-12-09 07:21","market":"sh","language":"zh","title":"昨夜今晨：疫苗利好再度传来！苹果续刷历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1137331022","media":"老虎资讯综合","summary":"摘要：美股三大指数小幅收涨，苹果续创历史新高；中概股多数上涨，雾芯科技收涨超21%；辉瑞公司宣布加强针疫苗可中和奥密克戎毒株；游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%>>>\n\n海外市场\n美股三大指","content":"<blockquote>\n <b>摘要：</b>美股三大指数小幅收涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>续创历史新高；中概股多数上涨，雾芯科技收涨超21%；<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司宣布加强针疫苗可中和奥密克戎毒株；<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Q3净亏损同比扩大，盘后一度跌逾7%&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股三大指数小幅收涨，苹果续创收盘历史新高</b></p>\n<p>美国股市周三小幅上涨，许多投资者已经预期到，奥密克戎的威胁将是可控的，这种预期推动了本周股市的连续反弹。截至收盘，道琼斯指数涨0.1%，报35754.75点；标普500指数涨0.31%，报4701.21点；纳斯达克指数涨0.64%，报15786.99点。</p>\n<p><b>热门中概股收盘大多走高，雾芯科技涨超21%</b></p>\n<p>中概股多数上涨，雾芯科技收涨超21%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超13%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超11%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超11%，<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨超9%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超8%，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>涨近6%；中概新能源汽车中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超5.8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超1%。</p>\n<p><b>美油收高0.4%，布油上涨0.5%</b></p>\n<p>美国原油期货价格周三创两周来的最高收盘价。关于奥密克戎变异毒株可能不会像人们担心的那样严重破坏经济的消息接踵而至，令油价持续获得支持。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨31美分，涨幅0.4%，收于每桶72.36美元，创11月24日以来的最高收盘价；欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>2月交割的布伦特原油期货价格上涨38美分，涨幅0.5%，收于每桶75.82美元，创11月25日以来的最高收盘价。</p>\n<p><b>黄金期货收高0.1%，并创一周来盘中最高价</b></p>\n<p>黄金期货周三小幅收高，盘中一度创一周以来新高。投资者关注奥密克戎变异毒株的发展，并等待本周即将公布的美国通胀数据。纽约商品交易所最活跃的2月黄金合约上涨80美分，涨幅不到0.1%，收于每盎司1785.50美元。盘中最高为1794.30美元，创12月1日以来的最高价格。</p>\n<p><b>欧股主要指数收跌，德国DAX30指数跌0.79%</b></p>\n<p>德国DAX30指数周三收跌0.79%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.08%，法国CAC40跌0.7%，欧洲斯托克50指数跌0.99%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗</b></a></p>\n<p>辉瑞首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>摩根大通：2022年全球经济将全面复苏</b></a></p>\n<p>美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。</p>\n<p><b>世卫组织：奥密克戎毒株将显著影响全球疫情</b></p>\n<p>世卫组织总干事谭德塞表示，已有57个国家和地区出现奥密克戎毒株，预计还将继续扩散，该毒株将对全球疫情产生显著影响，但目前还难以预估具体情况。南非感染奥密克戎毒株的病例数量正在迅速增加，谭德塞呼吁各国加强监测和病毒基因测序，以了解奥密克戎毒株是否能超越德尔塔毒株成为新的主要流行毒株。</p>\n<p><a href=\"https://laohu8.com/NW/2190693181\" target=\"_blank\"><b>全球芯片短缺问题未有起色，交付等待时长再创历史新高</b></a></p>\n<p>芯片的交付时间再度延长，这项关键产品的短缺让许多行业希望再次破灭。根据Susquehanna金融集团的最新研究结果，11月芯片的交货时长（从订购到交付）比10月的21.9周增加了4天，达到约22.3周，再创该数据有史以来最长的等待时间。</p>\n<p><a href=\"https://laohu8.com/NW/2190869550\" target=\"_blank\"><b>美国职位空缺接近历史高位，“大辞职潮”近半年来首次放缓</b></a><b></b></p>\n<p>美国10月职位空缺数跃升至有纪录以来的次高水平，凸显出雇主在填补岗位空缺方面所面临的挑战。美国劳工部周三发布的职位空缺和劳动力流动调查报告显示，职位空缺数升至1100万，前月数据意外上修至1060万。辞职率降至2.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>英国首相恢复居家工作建议 以遏制omicron传播</b></a></p>\n<p>英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2190931896\" target=\"_blank\"><b>苹果股价续刷历史新高，市值逼近3万亿美元</b></a></p>\n<p>周三苹果股价再度刷新历史高位，市值也逐步接近3万亿美元。而就在一年多前，苹果市值才刚刚突破2万亿美元大关。据悉美国法院批准苹果推迟修改应用商店规则最后期限的动议，暂停执行Epic Games反垄断诉讼中针对苹果公司的应用商店禁令，该消息推动苹果股价短线拉升。</p>\n<p><a href=\"https://laohu8.com/NW/1141082394\" target=\"_blank\"><b>飙涨近22%！电子烟龙头豪掷超30亿回购股票</b></a></p>\n<p>电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。</p>\n<p><a href=\"https://laohu8.com/NW/1124189543\" target=\"_blank\"><b>辉瑞：加强针疫苗可中和奥密克戎毒株</b></a></p>\n<p>辉瑞和BioNTech公司宣布，加强针新冠疫苗能中和奥密克戎变异毒株。初步试验数据显示，尽管两剂疫苗阻断奥密克戎的效果明显较差，但接种第三剂疫苗后，针对该毒株的抗体水平提高了25倍，足以和两剂疫苗对原始毒株的效果相媲美。</p>\n<p><b><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>Evusheld疫苗获得美国食品药品监督管理局紧急使用授权</b></p>\n<p>周三阿斯利康的新冠注射剂Evusheld获得美国食品药品监督管理局紧急使用授权。FDA表示，此前针对阿斯利康的新冠注射剂Evusheld发布的紧急使用授权，是为了帮助特定的成人和儿童抵御新冠病毒。</p>\n<p><a href=\"https://laohu8.com/NW/2189667417\" target=\"_blank\"><b>谷歌和Roku达成新协议 确保YouTube和YouTube TV继续发行</b></a></p>\n<p>据报道，ROKU和谷歌今日达成了一项新的多年合作协议，使得YouTube和YouTube TV得以在Roku平台上继续存在。两家公司并未披露新协议的条款。Roku的一名代表在一份声明中称，“这项协议对我们的共同客户来说是一个积极的进展，使Roku平台上的所有流媒体用户都可以使用YouTube和YouTube TV。”</p>\n<p><a href=\"https://laohu8.com/NW/2189663059\" target=\"_blank\"><b>福特首款电动皮卡需求火爆，预订量接近20万辆</b></a></p>\n<p>据报道，<a href=\"https://laohu8.com/S/F\">福特汽车</a>证实，首款电动皮卡F150 Lightning目前零售预订量已经接近20万辆。F-150 Lightning自今年9月以来一直处于试生产阶段，根据计划，将于2022年春季正式上市，预计在2022年下半年交付。</p>\n<p><a href=\"https://laohu8.com/NW/2189527726\" target=\"_blank\"><b>英特尔CEO：供应链问题将持续至2023年</b></a></p>\n<p>英特尔和<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>CEO表示，对一些公司来说，波及整个美国经济的供应链问题正在改善，但长期修复可能需要更多时间。芯片业巨头英特尔身处全球半导体短缺的风暴中心，该公司CEO基辛格预计供应链问题将持续到2023年，部分是因为建造一家新厂需要三年时间。基辛格说：“我们认为当前正是最糟糕的阶段。”</p>\n<p><a href=\"https://laohu8.com/NW/1131202578\" target=\"_blank\"><b>游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%</b></a></p>\n<p>财报显示，第三季度营收12.97亿美元，市场预期11.89亿美元，去年同期10.05亿美元；第三季度净亏损1.054亿美元，市场预期净亏损3213.3万美元，去年同期1880万美元；第三季度每股亏损1.39美元，市场预期亏损0.4美元，去年同期亏损0.29美元。</p>\n<p><a href=\"https://laohu8.com/NW/1177663836\" target=\"_blank\"><b>UiPath&nbsp;2022财年第三季度净亏损同比扩大</b></a></p>\n<p>财报显示，第三季度营收2.21亿美元，市场预期2.09亿美元，去年同期1.47亿美元；第三季度净亏损1.23亿美元，市场预期净亏损6258.2万美元，去年同期净亏损7079.6万美元；第三季度每股亏损0.23美元，市场预期亏损0.14美元，去年同期亏损0.41美元。</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>昨夜今晨：疫苗利好再度传来！苹果续刷历史新高</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昨夜今晨：疫苗利好再度传来！苹果续刷历史新高\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\">2021-12-09 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>美股三大指数小幅收涨，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>续创历史新高；中概股多数上涨，雾芯科技收涨超21%；<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司宣布加强针疫苗可中和奥密克戎毒株；<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>Q3净亏损同比扩大，盘后一度跌逾7%&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股三大指数小幅收涨，苹果续创收盘历史新高</b></p>\n<p>美国股市周三小幅上涨，许多投资者已经预期到，奥密克戎的威胁将是可控的，这种预期推动了本周股市的连续反弹。截至收盘，道琼斯指数涨0.1%，报35754.75点；标普500指数涨0.31%，报4701.21点；纳斯达克指数涨0.64%，报15786.99点。</p>\n<p><b>热门中概股收盘大多走高，雾芯科技涨超21%</b></p>\n<p>中概股多数上涨，雾芯科技收涨超21%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超13%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超11%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨超11%，<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>涨超9%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超8%，<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>涨近6%；中概新能源汽车中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨超5.8%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.1%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超1%。</p>\n<p><b>美油收高0.4%，布油上涨0.5%</b></p>\n<p>美国原油期货价格周三创两周来的最高收盘价。关于奥密克戎变异毒株可能不会像人们担心的那样严重破坏经济的消息接踵而至，令油价持续获得支持。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨31美分，涨幅0.4%，收于每桶72.36美元，创11月24日以来的最高收盘价；欧洲<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>2月交割的布伦特原油期货价格上涨38美分，涨幅0.5%，收于每桶75.82美元，创11月25日以来的最高收盘价。</p>\n<p><b>黄金期货收高0.1%，并创一周来盘中最高价</b></p>\n<p>黄金期货周三小幅收高，盘中一度创一周以来新高。投资者关注奥密克戎变异毒株的发展，并等待本周即将公布的美国通胀数据。纽约商品交易所最活跃的2月黄金合约上涨80美分，涨幅不到0.1%，收于每盎司1785.50美元。盘中最高为1794.30美元，创12月1日以来的最高价格。</p>\n<p><b>欧股主要指数收跌，德国DAX30指数跌0.79%</b></p>\n<p>德国DAX30指数周三收跌0.79%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.08%，法国CAC40跌0.7%，欧洲斯托克50指数跌0.99%。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗</b></a></p>\n<p>辉瑞首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>摩根大通：2022年全球经济将全面复苏</b></a></p>\n<p>美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。</p>\n<p><b>世卫组织：奥密克戎毒株将显著影响全球疫情</b></p>\n<p>世卫组织总干事谭德塞表示，已有57个国家和地区出现奥密克戎毒株，预计还将继续扩散，该毒株将对全球疫情产生显著影响，但目前还难以预估具体情况。南非感染奥密克戎毒株的病例数量正在迅速增加，谭德塞呼吁各国加强监测和病毒基因测序，以了解奥密克戎毒株是否能超越德尔塔毒株成为新的主要流行毒株。</p>\n<p><a href=\"https://laohu8.com/NW/2190693181\" target=\"_blank\"><b>全球芯片短缺问题未有起色，交付等待时长再创历史新高</b></a></p>\n<p>芯片的交付时间再度延长，这项关键产品的短缺让许多行业希望再次破灭。根据Susquehanna金融集团的最新研究结果，11月芯片的交货时长（从订购到交付）比10月的21.9周增加了4天，达到约22.3周，再创该数据有史以来最长的等待时间。</p>\n<p><a href=\"https://laohu8.com/NW/2190869550\" target=\"_blank\"><b>美国职位空缺接近历史高位，“大辞职潮”近半年来首次放缓</b></a><b></b></p>\n<p>美国10月职位空缺数跃升至有纪录以来的次高水平，凸显出雇主在填补岗位空缺方面所面临的挑战。美国劳工部周三发布的职位空缺和劳动力流动调查报告显示，职位空缺数升至1100万，前月数据意外上修至1060万。辞职率降至2.8%。</p>\n<p><a href=\"https://laohu8.com/NW/2190969538\" target=\"_blank\"><b>英国首相恢复居家工作建议 以遏制omicron传播</b></a></p>\n<p>英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2190931896\" target=\"_blank\"><b>苹果股价续刷历史新高，市值逼近3万亿美元</b></a></p>\n<p>周三苹果股价再度刷新历史高位，市值也逐步接近3万亿美元。而就在一年多前，苹果市值才刚刚突破2万亿美元大关。据悉美国法院批准苹果推迟修改应用商店规则最后期限的动议，暂停执行Epic Games反垄断诉讼中针对苹果公司的应用商店禁令，该消息推动苹果股价短线拉升。</p>\n<p><a href=\"https://laohu8.com/NW/1141082394\" target=\"_blank\"><b>飙涨近22%！电子烟龙头豪掷超30亿回购股票</b></a></p>\n<p>电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。</p>\n<p><a href=\"https://laohu8.com/NW/1124189543\" target=\"_blank\"><b>辉瑞：加强针疫苗可中和奥密克戎毒株</b></a></p>\n<p>辉瑞和BioNTech公司宣布，加强针新冠疫苗能中和奥密克戎变异毒株。初步试验数据显示，尽管两剂疫苗阻断奥密克戎的效果明显较差，但接种第三剂疫苗后，针对该毒株的抗体水平提高了25倍，足以和两剂疫苗对原始毒株的效果相媲美。</p>\n<p><b><a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>Evusheld疫苗获得美国食品药品监督管理局紧急使用授权</b></p>\n<p>周三阿斯利康的新冠注射剂Evusheld获得美国食品药品监督管理局紧急使用授权。FDA表示，此前针对阿斯利康的新冠注射剂Evusheld发布的紧急使用授权，是为了帮助特定的成人和儿童抵御新冠病毒。</p>\n<p><a href=\"https://laohu8.com/NW/2189667417\" target=\"_blank\"><b>谷歌和Roku达成新协议 确保YouTube和YouTube TV继续发行</b></a></p>\n<p>据报道，ROKU和谷歌今日达成了一项新的多年合作协议，使得YouTube和YouTube TV得以在Roku平台上继续存在。两家公司并未披露新协议的条款。Roku的一名代表在一份声明中称，“这项协议对我们的共同客户来说是一个积极的进展，使Roku平台上的所有流媒体用户都可以使用YouTube和YouTube TV。”</p>\n<p><a href=\"https://laohu8.com/NW/2189663059\" target=\"_blank\"><b>福特首款电动皮卡需求火爆，预订量接近20万辆</b></a></p>\n<p>据报道，<a href=\"https://laohu8.com/S/F\">福特汽车</a>证实，首款电动皮卡F150 Lightning目前零售预订量已经接近20万辆。F-150 Lightning自今年9月以来一直处于试生产阶段，根据计划，将于2022年春季正式上市，预计在2022年下半年交付。</p>\n<p><a href=\"https://laohu8.com/NW/2189527726\" target=\"_blank\"><b>英特尔CEO：供应链问题将持续至2023年</b></a></p>\n<p>英特尔和<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>CEO表示，对一些公司来说，波及整个美国经济的供应链问题正在改善，但长期修复可能需要更多时间。芯片业巨头英特尔身处全球半导体短缺的风暴中心，该公司CEO基辛格预计供应链问题将持续到2023年，部分是因为建造一家新厂需要三年时间。基辛格说：“我们认为当前正是最糟糕的阶段。”</p>\n<p><a href=\"https://laohu8.com/NW/1131202578\" target=\"_blank\"><b>游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%</b></a></p>\n<p>财报显示，第三季度营收12.97亿美元，市场预期11.89亿美元，去年同期10.05亿美元；第三季度净亏损1.054亿美元，市场预期净亏损3213.3万美元，去年同期1880万美元；第三季度每股亏损1.39美元，市场预期亏损0.4美元，去年同期亏损0.29美元。</p>\n<p><a href=\"https://laohu8.com/NW/1177663836\" target=\"_blank\"><b>UiPath&nbsp;2022财年第三季度净亏损同比扩大</b></a></p>\n<p>财报显示，第三季度营收2.21亿美元，市场预期2.09亿美元，去年同期1.47亿美元；第三季度净亏损1.23亿美元，市场预期净亏损6258.2万美元，去年同期净亏损7079.6万美元；第三季度每股亏损0.23美元，市场预期亏损0.14美元，去年同期亏损0.41美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite","BK4559":"巴菲特持仓","BK4507":"流媒体概念","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",".SPX":"S&P 500 Index","BK4527":"明星科技股","AAPL":"苹果","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137331022","content_text":"摘要：美股三大指数小幅收涨，苹果续创历史新高；中概股多数上涨，雾芯科技收涨超21%；辉瑞公司宣布加强针疫苗可中和奥密克戎毒株；游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%>>>\n\n海外市场\n美股三大指数小幅收涨，苹果续创收盘历史新高\n美国股市周三小幅上涨，许多投资者已经预期到，奥密克戎的威胁将是可控的，这种预期推动了本周股市的连续反弹。截至收盘，道琼斯指数涨0.1%，报35754.75点；标普500指数涨0.31%，报4701.21点；纳斯达克指数涨0.64%，报15786.99点。\n热门中概股收盘大多走高，雾芯科技涨超21%\n中概股多数上涨，雾芯科技收涨超21%，好未来涨超13%，贝壳涨超11%，高途涨超11%，瑞幸咖啡涨超9%，新东方涨超8%，中通快递涨近6%；中概新能源汽车中，蔚来涨超5.8%，理想汽车涨2.1%，小鹏汽车涨超1%。\n美油收高0.4%，布油上涨0.5%\n美国原油期货价格周三创两周来的最高收盘价。关于奥密克戎变异毒株可能不会像人们担心的那样严重破坏经济的消息接踵而至，令油价持续获得支持。纽约商品交易所1月交割的西德克萨斯中质原油（WTI）期货价格上涨31美分，涨幅0.4%，收于每桶72.36美元，创11月24日以来的最高收盘价；欧洲洲际交易所2月交割的布伦特原油期货价格上涨38美分，涨幅0.5%，收于每桶75.82美元，创11月25日以来的最高收盘价。\n黄金期货收高0.1%，并创一周来盘中最高价\n黄金期货周三小幅收高，盘中一度创一周以来新高。投资者关注奥密克戎变异毒株的发展，并等待本周即将公布的美国通胀数据。纽约商品交易所最活跃的2月黄金合约上涨80美分，涨幅不到0.1%，收于每盎司1785.50美元。盘中最高为1794.30美元，创12月1日以来的最高价格。\n欧股主要指数收跌，德国DAX30指数跌0.79%\n德国DAX30指数周三收跌0.79%，英国富时100跌0.08%，法国CAC40跌0.7%，欧洲斯托克50指数跌0.99%。\n国际宏观\n辉瑞CEO：因omicron的出现 可能要比预期更早接种第四针疫苗\n辉瑞首席执行官Albert Bourla周三表示，在初步研究表明omicron变体会破坏新冠疫苗产生的保护性抗体后，人们可能需要比预期更早地接种第四针新冠疫苗。\n摩根大通：2022年全球经济将全面复苏\n美国投行摩根大通周三预测，2022年将标志着新冠疫情的结束，全球经济将全面复苏。该行在2022年的展望报告中称，新的疫苗和疗法将引发“强劲的周期性复苏、全球流动性的回归以及消费者被压抑需求的释放”。\n世卫组织：奥密克戎毒株将显著影响全球疫情\n世卫组织总干事谭德塞表示，已有57个国家和地区出现奥密克戎毒株，预计还将继续扩散，该毒株将对全球疫情产生显著影响，但目前还难以预估具体情况。南非感染奥密克戎毒株的病例数量正在迅速增加，谭德塞呼吁各国加强监测和病毒基因测序，以了解奥密克戎毒株是否能超越德尔塔毒株成为新的主要流行毒株。\n全球芯片短缺问题未有起色，交付等待时长再创历史新高\n芯片的交付时间再度延长，这项关键产品的短缺让许多行业希望再次破灭。根据Susquehanna金融集团的最新研究结果，11月芯片的交货时长（从订购到交付）比10月的21.9周增加了4天，达到约22.3周，再创该数据有史以来最长的等待时间。\n美国职位空缺接近历史高位，“大辞职潮”近半年来首次放缓\n美国10月职位空缺数跃升至有纪录以来的次高水平，凸显出雇主在填补岗位空缺方面所面临的挑战。美国劳工部周三发布的职位空缺和劳动力流动调查报告显示，职位空缺数升至1100万，前月数据意外上修至1060万。辞职率降至2.8%。\n英国首相恢复居家工作建议 以遏制omicron传播\n英国首相鲍里斯·约翰逊收紧防疫规定以遏制变异毒株omicron的传播，建议人们在家工作，并强制要求在大型公共场所使用“疫苗护照”。“越来越明显的是，omicron增长速度远快于德尔塔，”约翰逊在周三电视新闻发布会上宣布了英格兰地区的新防疫措施。他表示，“实施B计划是合适而负责任的做法”。\n公司新闻\n苹果股价续刷历史新高，市值逼近3万亿美元\n周三苹果股价再度刷新历史高位，市值也逐步接近3万亿美元。而就在一年多前，苹果市值才刚刚突破2万亿美元大关。据悉美国法院批准苹果推迟修改应用商店规则最后期限的动议，暂停执行Epic Games反垄断诉讼中针对苹果公司的应用商店禁令，该消息推动苹果股价短线拉升。\n飙涨近22%！电子烟龙头豪掷超30亿回购股票\n电子烟龙头雾芯科技12月8日晚间发布公告称，董事会授权一项股票回购计划，根据该计划，公司可在截至2023年12月31日的一段时间内回购至多5亿美元（折合人民币31.7亿元）的股票。受此消息影响，雾芯科技股价高开高走，截至收盘，涨近22%。\n辉瑞：加强针疫苗可中和奥密克戎毒株\n辉瑞和BioNTech公司宣布，加强针新冠疫苗能中和奥密克戎变异毒株。初步试验数据显示，尽管两剂疫苗阻断奥密克戎的效果明显较差，但接种第三剂疫苗后，针对该毒株的抗体水平提高了25倍，足以和两剂疫苗对原始毒株的效果相媲美。\n阿斯利康Evusheld疫苗获得美国食品药品监督管理局紧急使用授权\n周三阿斯利康的新冠注射剂Evusheld获得美国食品药品监督管理局紧急使用授权。FDA表示，此前针对阿斯利康的新冠注射剂Evusheld发布的紧急使用授权，是为了帮助特定的成人和儿童抵御新冠病毒。\n谷歌和Roku达成新协议 确保YouTube和YouTube TV继续发行\n据报道，ROKU和谷歌今日达成了一项新的多年合作协议，使得YouTube和YouTube TV得以在Roku平台上继续存在。两家公司并未披露新协议的条款。Roku的一名代表在一份声明中称，“这项协议对我们的共同客户来说是一个积极的进展，使Roku平台上的所有流媒体用户都可以使用YouTube和YouTube TV。”\n福特首款电动皮卡需求火爆，预订量接近20万辆\n据报道，福特汽车证实，首款电动皮卡F150 Lightning目前零售预订量已经接近20万辆。F-150 Lightning自今年9月以来一直处于试生产阶段，根据计划，将于2022年春季正式上市，预计在2022年下半年交付。\n英特尔CEO：供应链问题将持续至2023年\n英特尔和埃森哲CEO表示，对一些公司来说，波及整个美国经济的供应链问题正在改善，但长期修复可能需要更多时间。芯片业巨头英特尔身处全球半导体短缺的风暴中心，该公司CEO基辛格预计供应链问题将持续到2023年，部分是因为建造一家新厂需要三年时间。基辛格说：“我们认为当前正是最糟糕的阶段。”\n游戏驿站Q3净亏损同比扩大，盘后一度跌逾7%\n财报显示，第三季度营收12.97亿美元，市场预期11.89亿美元，去年同期10.05亿美元；第三季度净亏损1.054亿美元，市场预期净亏损3213.3万美元，去年同期1880万美元；第三季度每股亏损1.39美元，市场预期亏损0.4美元，去年同期亏损0.29美元。\nUiPath 2022财年第三季度净亏损同比扩大\n财报显示，第三季度营收2.21亿美元，市场预期2.09亿美元，去年同期1.47亿美元；第三季度净亏损1.23亿美元，市场预期净亏损6258.2万美元，去年同期净亏损7079.6万美元；第三季度每股亏损0.23美元，市场预期亏损0.14美元，去年同期亏损0.41美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817943138,"gmtCreate":1630900987724,"gmtModify":1631888928550,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"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/817943138","repostId":"1110543090","repostType":4,"repost":{"id":"1110543090","pubTimestamp":1630896222,"share":"https://www.laohu8.com/m/news/1110543090?lang=&edition=full","pubTime":"2021-09-06 10:43","market":"us","language":"en","title":"2 Top Growth Stocks to Buy in September","url":"https://stock-news.laohu8.com/highlight/detail?id=1110543090","media":"Motley Fool","summary":"Amazon and Fiverr look locked, loaded, and ready to outperform.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Growth stocks are an excellent way to boost your portfolio.</li>\n <li>Amazon has a strong competitive moat in digital advertising.</li>\n <li>The pandemic-related slowdown hasn't changed Fiverr's long-term potential.</li>\n</ul>\n<p>The world is going digital, and the companies that maintain high growth rates tend to be part of that transformation. Let's explore the reasons why e-commerce giant&nbsp;<b>Amazon</b>&nbsp;(NASDAQ:AMZN)and freelancing platform&nbsp;<b>Fiverr</b>&nbsp;(NYSE:FVRR)&nbsp;have what it takes to&nbsp;turbocharge your portfolio.</p>\n<p><b>1. Amazon.com</b></p>\n<p>With a&nbsp;market cap&nbsp;of $1.8 trillion, Amazon has been growing for a long time. But the ride is far from over. While the company's core e-commerce and cloud computing operations have decelerated from pandemic highs, it still enjoys a massive opportunity in digital advertising, which can help support growth for decades to come.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec24c60e4d841fadc98e9c107d3c8c9\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p>Second-quarter net sales jumped 27% year over year to $113 billion, while net income increased 48% to $7.8 billion. Those are solid numbers for any company, especially one already as large as Amazon. But they represent a significant deceleration from 2020 when second-quarter sales rose 40% against the prior-year period. The easing of the pandemic restrictions subdued online shopping activity and brought workers back to the office, softening demand for Amazon's AWS service.</p>\n<p>That said, the slowdown isn't a big deal for long-term investors because Amazon has another ace up its sleeve. According to Loop Capital, its advertising segment is now 2.4 times bigger than that of&nbsp;<b>Snap</b>,<b>Twitter</b>,<b>Roku</b>, and&nbsp;<b>Pinterest</b>&nbsp;combined. And its userbase of 300 million active users, shopping data, and a captive audience of merchants gives it competitive moat rivals will struggle to replicate.</p>\n<p>Amazon's \"other\" revenue segment (primarily advertising) surged 87% year over year to $7.9 billion in the second quarter.</p>\n<p>With a trailing price-to-earnings (P/E) multiple of just 60, Amazon stock looks like a fair deal -- just from its industry-leading e-commerce and cloud computing businesses, which are still growing very fast.&nbsp;But shares look like a bargain considering the company's potential to also dominate digital advertising.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7335c0ef8186641b897536c23e689f83\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>2. Fiverr</b></p>\n<p>Do you want to get in early on a transformational megatrend? Look no further than Fiverr. Like Amazon, this freelance marketplace has slowed down as the pandemic's effects have faded. But the stock price dip is a buying opportunity because the company's long-term thesis (as an unbeatable way to bet on&nbsp;the gig economy) remains unchanged.</p>\n<p>Fiverr shares are down around 20% since the company reported second-quarter earnings on Aug. 5. Revenue grew 60% year over year to $75.3 million, but management lowered its sales guidance to approximately $284 million (down from as much as $308 million) as consumers travel more and spend less time online.&nbsp;Fiverr's unique business model and massive business opportunity can still create value for investors, despite near-term challenges.</p>\n<p>Management believes Fiverr has a total addressable market worth $115 billion of yearly sales as freelancing activity migrates online. The company can capture market share through its streamlined 'service as a product' business model in which freelancers generally advertise their skills instead of clients advertising jobs. Fiverr is also expanding through synergistic acquisitions like Working Not Working, a creative talent platform acquired in February.</p>\n<p>With a market cap of $6.6 billion, Fiverr trades for around 23 times expected sales (at the upper bound of guidance), which is high. But the stock is worth a premium considering its rapid top-line expansion, massive addressable market, and potential for profit growth in the future.</p>\n<p><b>You get what you pay for</b></p>\n<p>Growth stocks tend to trade for high multiples compared to their current revenue and earnings. That's because investors expect sales and profits to grow substantially over the long term. While Amazon and Fiverr boast relatively high valuations, Amazon looks like the safer bet because of its mature business and lower valuation of 60 times trailing earnings. With a P/S ratio of 23 and no profits yet, Fiverr will have to work much harder to justify its price tag -- but the payoff could be huge in the long run.</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>2 Top Growth Stocks to Buy in September</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Growth Stocks to Buy in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 10:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/05/2-top-growth-stocks-to-buy-in-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nGrowth stocks are an excellent way to boost your portfolio.\nAmazon has a strong competitive moat in digital advertising.\nThe pandemic-related slowdown hasn't changed Fiverr's long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/05/2-top-growth-stocks-to-buy-in-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FVRR":"Fiverr International Ltd.","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2021/09/05/2-top-growth-stocks-to-buy-in-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110543090","content_text":"Key Points\n\nGrowth stocks are an excellent way to boost your portfolio.\nAmazon has a strong competitive moat in digital advertising.\nThe pandemic-related slowdown hasn't changed Fiverr's long-term potential.\n\nThe world is going digital, and the companies that maintain high growth rates tend to be part of that transformation. Let's explore the reasons why e-commerce giant Amazon (NASDAQ:AMZN)and freelancing platform Fiverr (NYSE:FVRR) have what it takes to turbocharge your portfolio.\n1. Amazon.com\nWith a market cap of $1.8 trillion, Amazon has been growing for a long time. But the ride is far from over. While the company's core e-commerce and cloud computing operations have decelerated from pandemic highs, it still enjoys a massive opportunity in digital advertising, which can help support growth for decades to come.\nIMAGE SOURCE: GETTY IMAGES.\nSecond-quarter net sales jumped 27% year over year to $113 billion, while net income increased 48% to $7.8 billion. Those are solid numbers for any company, especially one already as large as Amazon. But they represent a significant deceleration from 2020 when second-quarter sales rose 40% against the prior-year period. The easing of the pandemic restrictions subdued online shopping activity and brought workers back to the office, softening demand for Amazon's AWS service.\nThat said, the slowdown isn't a big deal for long-term investors because Amazon has another ace up its sleeve. According to Loop Capital, its advertising segment is now 2.4 times bigger than that of Snap,Twitter,Roku, and Pinterest combined. And its userbase of 300 million active users, shopping data, and a captive audience of merchants gives it competitive moat rivals will struggle to replicate.\nAmazon's \"other\" revenue segment (primarily advertising) surged 87% year over year to $7.9 billion in the second quarter.\nWith a trailing price-to-earnings (P/E) multiple of just 60, Amazon stock looks like a fair deal -- just from its industry-leading e-commerce and cloud computing businesses, which are still growing very fast. But shares look like a bargain considering the company's potential to also dominate digital advertising.\nIMAGE SOURCE: GETTY IMAGES.\n2. Fiverr\nDo you want to get in early on a transformational megatrend? Look no further than Fiverr. Like Amazon, this freelance marketplace has slowed down as the pandemic's effects have faded. But the stock price dip is a buying opportunity because the company's long-term thesis (as an unbeatable way to bet on the gig economy) remains unchanged.\nFiverr shares are down around 20% since the company reported second-quarter earnings on Aug. 5. Revenue grew 60% year over year to $75.3 million, but management lowered its sales guidance to approximately $284 million (down from as much as $308 million) as consumers travel more and spend less time online. Fiverr's unique business model and massive business opportunity can still create value for investors, despite near-term challenges.\nManagement believes Fiverr has a total addressable market worth $115 billion of yearly sales as freelancing activity migrates online. The company can capture market share through its streamlined 'service as a product' business model in which freelancers generally advertise their skills instead of clients advertising jobs. Fiverr is also expanding through synergistic acquisitions like Working Not Working, a creative talent platform acquired in February.\nWith a market cap of $6.6 billion, Fiverr trades for around 23 times expected sales (at the upper bound of guidance), which is high. But the stock is worth a premium considering its rapid top-line expansion, massive addressable market, and potential for profit growth in the future.\nYou get what you pay for\nGrowth stocks tend to trade for high multiples compared to their current revenue and earnings. That's because investors expect sales and profits to grow substantially over the long term. While Amazon and Fiverr boast relatively high valuations, Amazon looks like the safer bet because of its mature business and lower valuation of 60 times trailing earnings. With a P/S ratio of 23 and no profits yet, Fiverr will have to work much harder to justify its price tag -- but the payoff could be huge in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808975375,"gmtCreate":1627554182597,"gmtModify":1631884320246,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Hope is Good","listText":"Hope is Good","text":"Hope is Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808975375","repostId":"1108176649","repostType":4,"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605785199,"gmtCreate":1639265033810,"gmtModify":1639265033928,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"又是一个坑。看谁往里跳。","listText":"又是一个坑。看谁往里跳。","text":"又是一个坑。看谁往里跳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605785199","repostId":"1134450838","repostType":4,"repost":{"id":"1134450838","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639148939,"share":"https://www.laohu8.com/m/news/1134450838?lang=&edition=full","pubTime":"2021-12-10 23:08","market":"us","language":"en","title":"Grab shares dropped another 9% in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1134450838","media":"Tiger Newspress","summary":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","content":"<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Grab shares dropped another 9% in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab shares dropped another 9% in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-10 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.</p>\n<p><img src=\"https://static.tigerbbs.com/963eb8dd73ce8daa0d852d63f0bcc276\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134450838","content_text":"Grab shares dropped another 9% in morning trading after falling more than 9% yesterday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855675027,"gmtCreate":1635376050925,"gmtModify":1635377491227,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855675027","repostId":"2178234410","repostType":4,"isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886837710,"gmtCreate":1631579401130,"gmtModify":1631888928536,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886837710","repostId":"1171919128","repostType":4,"repost":{"id":"1171919128","pubTimestamp":1631547161,"share":"https://www.laohu8.com/m/news/1171919128?lang=&edition=full","pubTime":"2021-09-13 23:32","market":"us","language":"en","title":"Apple App Store: The Tide Is Turning","url":"https://stock-news.laohu8.com/highlight/detail?id=1171919128","media":"seekingalpha","summary":"Summary\n\nA US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic","content":"<p><b>Summary</b></p>\n<ul>\n <li>A US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic Games.</li>\n <li>Despite that, and in conjunction with a recent settlement with Japanese regulators, Apple will be getting rid of their anti-steering rule. This is a bigger change than people think.</li>\n <li>The threat to Apple doesn't end with the Epic trial. There are bigger threats coming from the executive and legislative branches in the US, and regulators in Europe and Asia.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/323e8503a813d4996ee819f5591992b8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Chip Somodevilla/Getty Images News</span></p>\n<p><b>It Does Not End Here</b></p>\n<p>For&nbsp;some time now, I&nbsp;have been warning&nbsp;that&nbsp;antitrust law was about to change, and these changes would not be favorable to Apple(NASDAQ:AAPL), and that investors need to take these threats seriously. In every one of these attempts, I was rebuffed in the comments by many Apple shareholders telling me that these fears and warnings were overblown. “Long and strong AAPL!” cheerleading seems to be popular.Confirmation bias&nbsp;is a strong thing, and you should fight it every single day.</p>\n<p>My last attempt was&nbsp;less than two weeks ago, and I was similarly dismissed, and even accused of being a short-selling tout to boot. That last suggestion is pretty funny to anyone who has had to listen to me drone on about Apple stock the last 16 years. The consequence of those 16 years is that I have a lot of Apple stock, so I take things like this very seriously.</p>\n<p>Friday’s decision in Epic v. Apple had one part very bad news for Apple, but mostly a rejection of Epic’s main claim — that iOS is a market unto itself. But the bigger threat continues to be from Congress, where they can change the law in a single session. The House has already passed several bipartisan bills through committee, and three of them seem to have pretty wide support with the rest of the House. A narrower, but just as damaging companion bill is about to start working its way through the Senate. Keep your eyes on Amy Klobuchar of Minnesota and Mike Lee of Utah.</p>\n<p>Then we have regulatory action in the EU, Apple’s second most important region, where antitrust enforcers are siding with Spotify(NYSE:SPOT)in their dispute over in-app payments. Apple has already settled with Japan over their anti-steering rules. South Korea is forcing Apple and Google(NASDAQ:GOOGL)(NASDAQ:GOOG)to allow third-party in-app payments. China is a black hole of regulatory mystery.</p>\n<p>The tide is turning on Apple on this issue. If you think this begins and ends with the Epic case, you haven’t been paying attention.</p>\n<p>Right now the threat is confined to App Store, but this is the end of the beginning, not the beginning of the end. This new antitrust movement may come for other parts of Apple, like the other pillar of their fast-growing Services segment, AppleCare, and even dig deeper into the way Apple likes to do business.</p>\n<p><b>What The Ruling Says</b></p>\n<p>Judge Yvonne Gonzalez Rogers hewed very closely to existing law, because that’s what usually happens in District Court, the lowest level of the federal system. She mostly had bad news for Epic, and targeted bad news for Apple.</p>\n<p>The case rested on how the court defined the “relevant market” in question. Epic wanted it to be iOS, a market unto itself because of the high walls Apple builds around the ecosystem. Judge Rogers rejected that novel claim pretty handily. But she also rejected Apple’s definition: all gaming transactions, including PCs and consoles. She settled on mobile gaming transactions, so essentially the iOS-Android duopoly of mobile gaming transactions.</p>\n<p>Here is the meat of the decision that follows from that:</p>\n<blockquote>\n Given the trial record, the Court cannot ultimately conclude that Apple is a monopolist under either federal or state antitrust laws. While the Court finds that Apple enjoys considerable market share of over 55% and extraordinarily high profit margins, these factors alone do not show antitrust conduct. Success is not illegal…\n</blockquote>\n<blockquote>\n Nonetheless, the trial did show that Apple is engaging in anticompetitive conduct under California’s competition laws. The Court concludes that Apple’s anti-steering provisions hide critical information from consumers and illegally stifle consumer choice. When coupled with Apple’s incipient antitrust violations, these anti-steering provisions are anticompetitive and a nationwide remedy to eliminate those provisions is warranted.\n</blockquote>\n<p>The most important thing to note here is that the problem for Apple is California law, not federal law. Federal law changing is where the real threat remains, and we are already well into that process.</p>\n<p>Judge Rogers ruled that Apple has to get rid of their anti-steering rules. App developers will now be allowed to inform users of less expensive options on their website, with a link. We’ll talk about the implications in a moment. Apple charges developers 30% for in-app payments, and the first year of in-app subscriptions (15% thereafter). In-app payments and subscriptions are substantially where all of App Store revenue comes from, about 28% of the Services segment and 5.4% of all revenue in calendar 2020.</p>\n<p>Also, in the category of rounding errors, Epic has to pay Apple the $3.6 million they owe them when they breached their contract. That’s about 0.001% of Apple’s 2021 top line.</p>\n<p><b>Epic’s Game</b></p>\n<p>If you read&nbsp;my first article&nbsp;about the trial from when the pre-trial filings dropped, you may notice that I was a bit confused about what precisely Epic’s game was here. The foundation of their entire argument — that iOS was a market unto itself — was novel, to say the least. At least one of their lawyers must have informed them of the low likelihood of success on their main claims. Moreover, they burned a lot of pages on arguments not central to their case, but seem more geared towards tarnishing Apple’s reputation.</p>\n<p>My current understanding is that this case was a publicity stunt. What’s more, it worked. The point was to get this issue into the public conversation. Here I am writing about it, and here you are reading about it. But more importantly, the tide is turning in Washington, and I think the issues raised by this trial have accelerated that.</p>\n<p><b>The Anti-Steering Rule</b></p>\n<p>Like many of the App Store rules, the anti-steering rule was part of a multi-year whack-a-mole process where developers tried to find ways to cut out Apple, and Apple closed those holes. Apple fought very hard to keep this rule, but now seems to be capitulating. They settled with Japanese regulators recently on the anti-steering rules as it applied to media subscription apps, and applied the settlement to the rest of the world as well, maybe in anticipation of this ruling. With the Epic ruling, the anti-steering rule is gone.</p>\n<p>When a game developer like Epic sells their virtual currency on the App Store, they have a 30% payment fee. When they make the same transaction on their website, it is probably under 3%. This was always what this was about. Epic wanted to have their own in-app payment system to supersede Apple’s, without the friction of sending people to the website. Judge Rogers rejected that, but gave Epic a partial victory by banning Apple’s anti-steering rules.</p>\n<p>The anti-steering rules prevented app developers from having text and links to their own much less expensive in-app payments or subscriptions on their websites. This is a real loss for Apple, and puts the whole structure of the two most lucrative payment methods in the App Store at risk.</p>\n<p>Let’s say a gaming company pays a 2.5% processing fee on their website. That means they have 27.5 percentage points of marketing to play with. They could give that entire 27.5% to users in the form of a rebate or freebies. It certainly increases friction to have to leave a game you're having fun with, but if there is a big, friendly, dark-patterned button that says “Want free money?” I think a lot of people would tap that button. What’s more, they get to book the same amount in revenue, and stick the cost down in sales and marketing.</p>\n<p>That’s just one example of how companies may decide to go with this. That’s a lot of margin to play with. The reason Apple had this rule in the first place is that they feared someone would find the magic formula that would provide more revenue by eschewing in-app payments altogether, and everyone else would copy them. They had fought very hard to keep this rule for a reason.</p>\n<p>Just after the news broke, a friend who knows&nbsp;I own both stocks&nbsp;trolled me with this Bloomberg Terminal screenshot:</p>\n<p><img src=\"https://static.tigerbbs.com/78570d7ae73401a933b2359f3dcd47da\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"></p>\n<p>Roblox(NYSE:RBLX)is a pure-play mobile gaming company. The vast majority of their revenues come from in-app payments from iOS and Android, the rest from their website sales. Their cost-of-revenues almost all goes to Apple and Google. In the TTM, they had a 74.4% gross margin. If they pay a 2.5% processing fee for website sales, that means 84% of their transaction value was through iOS and Android. If they could get that to 50-50, that would raise all their margins down to EBT by 10 percentage points. If they could get to 73% of sales on the website, they would have a 90% gross margin.</p>\n<p>There is a lot of money at stake, and a huge incentive for gaming and subscription media companies to figure out how to thread this needle. And that’s all in the absence of further action by the other two branches of government.</p>\n<p><b>The Executive Branch</b></p>\n<p>This is a good place to discuss the theoretical underpinnings of the new antitrust movement, because two of its leaders now work in the Biden administration. The movement is sometimes referred to as the “neo-Brandeis” movement after Supreme Court Justice Louis Brandeis, because it harkens back to a much earlier era of antitrust enforcement that drastically changed in the 1980s.</p>\n<p>In 1978, Robert Bork (yes,that Robert Bork) wrote a very influential book called&nbsp;<i>The Antitrust Paradox</i>. His theory urged a refocusing of enforcement away from competition, and towards consumer benefit as the main test. He argued that antitrust enforcement was propping up smaller, less efficient companies to the detriment of the economy.</p>\n<p>The 1982 AT&amp;T breakup consent decree became the prototype for the new enforcement. By controlling local and long distance telecommunication, as well as the equipment, AT&amp;T had been underinvesting and overcharging for decades. Their breakup brought an explosion of investment into telecommunications, and brought down prices quickly for landline service and equipment. That became the limit of antitrust enforcement.</p>\n<p>But the focus on consumer benefit has affected competition, and that’s what the neo-Brandeis movement hopes to change. They want antitrust enforcement to return to the way it was a century ago, with more of a focus on how large companies affect competition. Lina Khan, a law professor at Columbia, now runs the FTC, the primary antitrust enforcer in the federal government. Her 2017 law review article, “Amazon’s Antitrust Paradox” was the spark that lit this fire. Her colleague at Columbia Law, Tim Wu, is also one of the leaders of this movement. He is a member of the White House Council of Economic Advisors, and his fingerprints are all over&nbsp;the July competition executive order.</p>\n<p>The order was very wide ranging, with 72 initiatives covering 14 departments and agencies. Most of it does not relate to Apple, but it gives you an idea of the wide breadth of the order. As it relates to Apple:</p>\n<ul>\n <li>Right-to-repair is a huge threat to the other pillar of Services, AppleCare, which I estimate at 25%-30% of the segment. But more than that, it would change the way Apple makes devices. Apple squeezes out efficiency gains by attaching pooled memory directly to the main processor die, and by soldering storage into the motherboard. Both of these would likely be prohibited to them, and the devices would suffer.</li>\n <li>The FTC is two months into a yearlong frisk of the mobile app ecosystem. Based on previous writings, Lina Khan will likely recommend third party app stores, “sideloading” directly from the web, and an end to the in-app payments monopoly.</li>\n</ul>\n<p>Executive branch action is always subject to court challenges, and they can take very long to implement. But Congress can change the law in a single session. And they are already into that process.</p>\n<p><b>The Legislative Branch</b></p>\n<p>Since there are two houses of Congress, this issue is off on two tracks. The House Judiciary Committee recently passed a suite of bipartisan bills. Of the ones that I think have a good likelihood of passing the full House, here’s how it affects Apple:</p>\n<p>They would be required to allow third party app stores, sideloading, and third party payments in the Apple App Store.</p>\n<p>Restricting Apple’s ability to acquire smaller companies. In the past 6 years, Apple has bought around 100 companies, which works out to about one every three weeks on average. It looks like they had been accelerating since fiscal 2018, but then abruptly stopped in fiscal 2021. The reason is the new leader of the FTC.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2fc9a2578663cc746fdb19ca19dea4c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>The big bulge you see there in 2014 is the Beats acquisition at $3 billion, which remains the exception. Otherwise, Apple buys very small companies for tens or hundreds of millions, usually shuts down any products they may have, and absorbs the talent and IP into Apple proper. Apple’s chip design unit, a cornerstone of their current success, began this way in 2008.</p>\n<p><b>No more private APIs.</b>This would mean everything, like the Apple Pay-enabling NFC chip, would be open to competitors.</p>\n<p><b>No more discriminatory rules.</b>Apple doesn’t force real-world product and service providers like Uber(NYSE:UBER)to use in-app payments. Apple would either have to try and get Uber to pay them 30%, or drop the requirement altogether.</p>\n<p><b>The end of the Google search deal.</b>Google currently pays Apple a purported $12 billion a year to make Google the default search engine on iOS. This cash goes directly to EBT.</p>\n<p><b>They would have to expose more user data to developers.</b></p>\n<p><b>Formalizing the anti-steering decision.</b></p>\n<p><b>Anti-retaliation provision.</b>If these bills were law, Epic would still be on the App Store while they sued Apple.</p>\n<p>After the House is done wrangling over budget reconciliation, I think these bills will hit the House floor this fall or winter, and I think that they have a high likelihood of passing in something like their current form.</p>\n<p>But bills also have to clear the Senate, and they move slower. Things are just getting started there. The big movers in the Senate are Amy Klobuchar of Minnesota and Mike Lee of Utah. Klobuchar has&nbsp;written a long book&nbsp;on the subject, and it is not friendly towards Apple. She has also authored a new bill, Open App Markets Act. It is more narrow than the House suite, but not by much. It would still force Apple to allow third party app stores, sideloading, and third party in-app payments. They would also have to get rid of their private APIs. The bill is narrower than the House suite, and less of a threat to Apple, but still would mean the end of App Store as a driver of growth.<i>The Senate bill is the better outcome for Apple, and it is still terrible.</i></p>\n<p>I believe that we will see something pass before the next Presidential election, or even in this Congressional session. The best Apple shareholders can hope for is that the final bill gets watered down considerably.</p>\n<p><b>Outside The US</b></p>\n<p>This is in no way limited to the US. We already discussed the Japanese settlement, and South Korea is forcing Apple and Google to allow third party in-app payments. The case that is farthest along in the EU is Spotify’s, which would force Apple to not charge fees to competing services, so that means music, podcasts, games, video and fitness.</p>\n<p>The Chinese Communist Party remains the&nbsp;second biggest tail risk in the world&nbsp;after climate change. Apple’s regulatory risk there is uniquely high, both on the supply and demand sides. Apple has already given into them by not providing their Chinese customers with the same level of privacy as everyone else. With the mood in China right now, who knows where that goes.</p>\n<p><b>What Losing Control Of App Store Looks Like</b></p>\n<p>Stone Fox Capital here at Seeking Alpha is&nbsp;out with an article&nbsp;pivoting off Katy Huberty's estimation of a 2% earnings loss if the top 20 apps on the App Store were able to eschew in-app payments. Stone Fox would also like you to care about that seemingly small number:</p>\n<blockquote>\n Apple won most of their legal case with Epic Games based on the ruling announced on September 10, but the tech giant lost the ultimate battle. The stock remains priced for perfection while the company continues to have growth paths chipped away from the business.\n</blockquote>\n<p>My last article on this subject was called “Chipping Away at App Store.” This is what is happening and the trend is now clear. There is a mood globally to take Apple down a peg, and it is happening too slowly for many people to realize it is happening.</p>\n<p>My own way of modeling the worst case is through my DCF model. It’s modeled as a 25% hit to Services in the first year, with services gross margin reduced from 68% to 65%, followed by a slightly increased growth rate in the segment because of composition effects — the rest of Services grows faster than App Store. I used to model that happening in fiscal 2024, but I have moved that up to fiscal 2023, beginning less than 13 months from now.</p>\n<p>Here is the effect on fair value on my base case:</p>\n<p><img src=\"https://static.tigerbbs.com/94b635fe7a2473aafe36bd095a1206b6\" tg-width=\"640\" tg-height=\"352\" width=\"100%\" height=\"auto\"></p>\n<p>Even with the very slow start for the reason Stone Fox says — the share price has gotten way out ahead of cash flows — my base case still shows an 11% CAGR in fair value through the end of fiscal 2025. The App Store collapse takes that down to an 8% CAGR, 12% lower by 2025.</p>\n<p>Circling back, Stone Fox puts a button on this more succinctly than I can:</p>\n<blockquote>\n The key investor takeaway is that Apple has a bright future. The company will continue generating profits with operating cash flows topping $100 billion annually, but the tech giant will struggle to generate the growth needed to warrant the current stock price. The 2% hit to earnings might not seem meaningful, but the amount is very harmful to a stock priced for perfection.\n</blockquote>\n<p><b>How To Take This Seriously</b></p>\n<p>In my last article on this subject, someone cheekily replied in the comments, “‘Please take this seriously.’ What does that even mean?” That’s a good question. The first part of the answer is to stop pretending it’s not happening.</p>\n<p>“If your time horizon is short, now is a good time to take profits.” I have been using that phrase frequently since Apple hit $140. The last chart just formalizes it with math, but my opinion is that Apple will remain range-bound for some time, between $125 and $155, roughly. I still mean it: if your time horizon is short, now is a good time to take profits.</p>\n<p>But I also believe that no other company is as prepared for the future of technology, regardless of what that brings. That is a&nbsp;far longer discussion. I have been buying Apple shares on the dip since 2005, which is two splits ago. My last buy was in January 2019, when Apple reported that they would miss guidance for the first time in many years. At the time, the commentariat was telling me that Apple’s best days were behind them. I tried to explain that Apple was in a transitional phase, part of a strategy they launched around 2015 to focus more on the growth of the iPhone user base than sales. The strategy would pay off soon, I predicted, and it did in fiscal 2021. That seems like a very long time ago now.</p>\n<p>A consequence of buying the dip from 2005 to 2019 is that I own way too many Apple shares that I could never bring myself to sell. I am massively overweight Apple. There is a “What To Do With The Apple Shares” clause in my will. It is our largest asset, worth more than the house. That has not made me nervous until the last few months, when the tide seemed to start turning on Apple on this issue. I also used to be someone who did not take this threat seriously. I am going to start shaving my position as opportunities present themselves, and one may happen this week with the iPhone launch on Tuesday.</p>\n<p><i>To be clear, I will remain overweight Apple, just less so, and I remain bullish in the long term. But I no longer feel the safety I once did with this wildly overweight position.</i></p>\n<p>In contrast, if you are a long term investor who does not have a massively overweight position, watch, wait and fight confirmation bias every day. If you think this begins and ends with Epic, you haven’t been paying attention.</p>\n<p>Please take this seriously.</p>\n<p>I will be back in a few days with hopefully happier news from the iPhone launch on Tuesday. The big question is whether Apple can begin shipping iPhone before the quarter is out.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple App Store: The Tide Is Turning</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 App Store: The Tide Is Turning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454891-apple-app-store-the-tide-is-turning><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nA US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic Games.\nDespite that, and in conjunction with a recent settlement with Japanese regulators, Apple ...</p>\n\n<a href=\"https://seekingalpha.com/article/4454891-apple-app-store-the-tide-is-turning\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4454891-apple-app-store-the-tide-is-turning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171919128","content_text":"Summary\n\nA US Federal District Court judge has ruled mostly in Apple’s favor in their case with Epic Games.\nDespite that, and in conjunction with a recent settlement with Japanese regulators, Apple will be getting rid of their anti-steering rule. This is a bigger change than people think.\nThe threat to Apple doesn't end with the Epic trial. There are bigger threats coming from the executive and legislative branches in the US, and regulators in Europe and Asia.\n\nChip Somodevilla/Getty Images News\nIt Does Not End Here\nFor some time now, I have been warning that antitrust law was about to change, and these changes would not be favorable to Apple(NASDAQ:AAPL), and that investors need to take these threats seriously. In every one of these attempts, I was rebuffed in the comments by many Apple shareholders telling me that these fears and warnings were overblown. “Long and strong AAPL!” cheerleading seems to be popular.Confirmation bias is a strong thing, and you should fight it every single day.\nMy last attempt was less than two weeks ago, and I was similarly dismissed, and even accused of being a short-selling tout to boot. That last suggestion is pretty funny to anyone who has had to listen to me drone on about Apple stock the last 16 years. The consequence of those 16 years is that I have a lot of Apple stock, so I take things like this very seriously.\nFriday’s decision in Epic v. Apple had one part very bad news for Apple, but mostly a rejection of Epic’s main claim — that iOS is a market unto itself. But the bigger threat continues to be from Congress, where they can change the law in a single session. The House has already passed several bipartisan bills through committee, and three of them seem to have pretty wide support with the rest of the House. A narrower, but just as damaging companion bill is about to start working its way through the Senate. Keep your eyes on Amy Klobuchar of Minnesota and Mike Lee of Utah.\nThen we have regulatory action in the EU, Apple’s second most important region, where antitrust enforcers are siding with Spotify(NYSE:SPOT)in their dispute over in-app payments. Apple has already settled with Japan over their anti-steering rules. South Korea is forcing Apple and Google(NASDAQ:GOOGL)(NASDAQ:GOOG)to allow third-party in-app payments. China is a black hole of regulatory mystery.\nThe tide is turning on Apple on this issue. If you think this begins and ends with the Epic case, you haven’t been paying attention.\nRight now the threat is confined to App Store, but this is the end of the beginning, not the beginning of the end. This new antitrust movement may come for other parts of Apple, like the other pillar of their fast-growing Services segment, AppleCare, and even dig deeper into the way Apple likes to do business.\nWhat The Ruling Says\nJudge Yvonne Gonzalez Rogers hewed very closely to existing law, because that’s what usually happens in District Court, the lowest level of the federal system. She mostly had bad news for Epic, and targeted bad news for Apple.\nThe case rested on how the court defined the “relevant market” in question. Epic wanted it to be iOS, a market unto itself because of the high walls Apple builds around the ecosystem. Judge Rogers rejected that novel claim pretty handily. But she also rejected Apple’s definition: all gaming transactions, including PCs and consoles. She settled on mobile gaming transactions, so essentially the iOS-Android duopoly of mobile gaming transactions.\nHere is the meat of the decision that follows from that:\n\n Given the trial record, the Court cannot ultimately conclude that Apple is a monopolist under either federal or state antitrust laws. While the Court finds that Apple enjoys considerable market share of over 55% and extraordinarily high profit margins, these factors alone do not show antitrust conduct. Success is not illegal…\n\n\n Nonetheless, the trial did show that Apple is engaging in anticompetitive conduct under California’s competition laws. The Court concludes that Apple’s anti-steering provisions hide critical information from consumers and illegally stifle consumer choice. When coupled with Apple’s incipient antitrust violations, these anti-steering provisions are anticompetitive and a nationwide remedy to eliminate those provisions is warranted.\n\nThe most important thing to note here is that the problem for Apple is California law, not federal law. Federal law changing is where the real threat remains, and we are already well into that process.\nJudge Rogers ruled that Apple has to get rid of their anti-steering rules. App developers will now be allowed to inform users of less expensive options on their website, with a link. We’ll talk about the implications in a moment. Apple charges developers 30% for in-app payments, and the first year of in-app subscriptions (15% thereafter). In-app payments and subscriptions are substantially where all of App Store revenue comes from, about 28% of the Services segment and 5.4% of all revenue in calendar 2020.\nAlso, in the category of rounding errors, Epic has to pay Apple the $3.6 million they owe them when they breached their contract. That’s about 0.001% of Apple’s 2021 top line.\nEpic’s Game\nIf you read my first article about the trial from when the pre-trial filings dropped, you may notice that I was a bit confused about what precisely Epic’s game was here. The foundation of their entire argument — that iOS was a market unto itself — was novel, to say the least. At least one of their lawyers must have informed them of the low likelihood of success on their main claims. Moreover, they burned a lot of pages on arguments not central to their case, but seem more geared towards tarnishing Apple’s reputation.\nMy current understanding is that this case was a publicity stunt. What’s more, it worked. The point was to get this issue into the public conversation. Here I am writing about it, and here you are reading about it. But more importantly, the tide is turning in Washington, and I think the issues raised by this trial have accelerated that.\nThe Anti-Steering Rule\nLike many of the App Store rules, the anti-steering rule was part of a multi-year whack-a-mole process where developers tried to find ways to cut out Apple, and Apple closed those holes. Apple fought very hard to keep this rule, but now seems to be capitulating. They settled with Japanese regulators recently on the anti-steering rules as it applied to media subscription apps, and applied the settlement to the rest of the world as well, maybe in anticipation of this ruling. With the Epic ruling, the anti-steering rule is gone.\nWhen a game developer like Epic sells their virtual currency on the App Store, they have a 30% payment fee. When they make the same transaction on their website, it is probably under 3%. This was always what this was about. Epic wanted to have their own in-app payment system to supersede Apple’s, without the friction of sending people to the website. Judge Rogers rejected that, but gave Epic a partial victory by banning Apple’s anti-steering rules.\nThe anti-steering rules prevented app developers from having text and links to their own much less expensive in-app payments or subscriptions on their websites. This is a real loss for Apple, and puts the whole structure of the two most lucrative payment methods in the App Store at risk.\nLet’s say a gaming company pays a 2.5% processing fee on their website. That means they have 27.5 percentage points of marketing to play with. They could give that entire 27.5% to users in the form of a rebate or freebies. It certainly increases friction to have to leave a game you're having fun with, but if there is a big, friendly, dark-patterned button that says “Want free money?” I think a lot of people would tap that button. What’s more, they get to book the same amount in revenue, and stick the cost down in sales and marketing.\nThat’s just one example of how companies may decide to go with this. That’s a lot of margin to play with. The reason Apple had this rule in the first place is that they feared someone would find the magic formula that would provide more revenue by eschewing in-app payments altogether, and everyone else would copy them. They had fought very hard to keep this rule for a reason.\nJust after the news broke, a friend who knows I own both stocks trolled me with this Bloomberg Terminal screenshot:\n\nRoblox(NYSE:RBLX)is a pure-play mobile gaming company. The vast majority of their revenues come from in-app payments from iOS and Android, the rest from their website sales. Their cost-of-revenues almost all goes to Apple and Google. In the TTM, they had a 74.4% gross margin. If they pay a 2.5% processing fee for website sales, that means 84% of their transaction value was through iOS and Android. If they could get that to 50-50, that would raise all their margins down to EBT by 10 percentage points. If they could get to 73% of sales on the website, they would have a 90% gross margin.\nThere is a lot of money at stake, and a huge incentive for gaming and subscription media companies to figure out how to thread this needle. And that’s all in the absence of further action by the other two branches of government.\nThe Executive Branch\nThis is a good place to discuss the theoretical underpinnings of the new antitrust movement, because two of its leaders now work in the Biden administration. The movement is sometimes referred to as the “neo-Brandeis” movement after Supreme Court Justice Louis Brandeis, because it harkens back to a much earlier era of antitrust enforcement that drastically changed in the 1980s.\nIn 1978, Robert Bork (yes,that Robert Bork) wrote a very influential book called The Antitrust Paradox. His theory urged a refocusing of enforcement away from competition, and towards consumer benefit as the main test. He argued that antitrust enforcement was propping up smaller, less efficient companies to the detriment of the economy.\nThe 1982 AT&T breakup consent decree became the prototype for the new enforcement. By controlling local and long distance telecommunication, as well as the equipment, AT&T had been underinvesting and overcharging for decades. Their breakup brought an explosion of investment into telecommunications, and brought down prices quickly for landline service and equipment. That became the limit of antitrust enforcement.\nBut the focus on consumer benefit has affected competition, and that’s what the neo-Brandeis movement hopes to change. They want antitrust enforcement to return to the way it was a century ago, with more of a focus on how large companies affect competition. Lina Khan, a law professor at Columbia, now runs the FTC, the primary antitrust enforcer in the federal government. Her 2017 law review article, “Amazon’s Antitrust Paradox” was the spark that lit this fire. Her colleague at Columbia Law, Tim Wu, is also one of the leaders of this movement. He is a member of the White House Council of Economic Advisors, and his fingerprints are all over the July competition executive order.\nThe order was very wide ranging, with 72 initiatives covering 14 departments and agencies. Most of it does not relate to Apple, but it gives you an idea of the wide breadth of the order. As it relates to Apple:\n\nRight-to-repair is a huge threat to the other pillar of Services, AppleCare, which I estimate at 25%-30% of the segment. But more than that, it would change the way Apple makes devices. Apple squeezes out efficiency gains by attaching pooled memory directly to the main processor die, and by soldering storage into the motherboard. Both of these would likely be prohibited to them, and the devices would suffer.\nThe FTC is two months into a yearlong frisk of the mobile app ecosystem. Based on previous writings, Lina Khan will likely recommend third party app stores, “sideloading” directly from the web, and an end to the in-app payments monopoly.\n\nExecutive branch action is always subject to court challenges, and they can take very long to implement. But Congress can change the law in a single session. And they are already into that process.\nThe Legislative Branch\nSince there are two houses of Congress, this issue is off on two tracks. The House Judiciary Committee recently passed a suite of bipartisan bills. Of the ones that I think have a good likelihood of passing the full House, here’s how it affects Apple:\nThey would be required to allow third party app stores, sideloading, and third party payments in the Apple App Store.\nRestricting Apple’s ability to acquire smaller companies. In the past 6 years, Apple has bought around 100 companies, which works out to about one every three weeks on average. It looks like they had been accelerating since fiscal 2018, but then abruptly stopped in fiscal 2021. The reason is the new leader of the FTC.\nData by YCharts\nThe big bulge you see there in 2014 is the Beats acquisition at $3 billion, which remains the exception. Otherwise, Apple buys very small companies for tens or hundreds of millions, usually shuts down any products they may have, and absorbs the talent and IP into Apple proper. Apple’s chip design unit, a cornerstone of their current success, began this way in 2008.\nNo more private APIs.This would mean everything, like the Apple Pay-enabling NFC chip, would be open to competitors.\nNo more discriminatory rules.Apple doesn’t force real-world product and service providers like Uber(NYSE:UBER)to use in-app payments. Apple would either have to try and get Uber to pay them 30%, or drop the requirement altogether.\nThe end of the Google search deal.Google currently pays Apple a purported $12 billion a year to make Google the default search engine on iOS. This cash goes directly to EBT.\nThey would have to expose more user data to developers.\nFormalizing the anti-steering decision.\nAnti-retaliation provision.If these bills were law, Epic would still be on the App Store while they sued Apple.\nAfter the House is done wrangling over budget reconciliation, I think these bills will hit the House floor this fall or winter, and I think that they have a high likelihood of passing in something like their current form.\nBut bills also have to clear the Senate, and they move slower. Things are just getting started there. The big movers in the Senate are Amy Klobuchar of Minnesota and Mike Lee of Utah. Klobuchar has written a long book on the subject, and it is not friendly towards Apple. She has also authored a new bill, Open App Markets Act. It is more narrow than the House suite, but not by much. It would still force Apple to allow third party app stores, sideloading, and third party in-app payments. They would also have to get rid of their private APIs. The bill is narrower than the House suite, and less of a threat to Apple, but still would mean the end of App Store as a driver of growth.The Senate bill is the better outcome for Apple, and it is still terrible.\nI believe that we will see something pass before the next Presidential election, or even in this Congressional session. The best Apple shareholders can hope for is that the final bill gets watered down considerably.\nOutside The US\nThis is in no way limited to the US. We already discussed the Japanese settlement, and South Korea is forcing Apple and Google to allow third party in-app payments. The case that is farthest along in the EU is Spotify’s, which would force Apple to not charge fees to competing services, so that means music, podcasts, games, video and fitness.\nThe Chinese Communist Party remains the second biggest tail risk in the world after climate change. Apple’s regulatory risk there is uniquely high, both on the supply and demand sides. Apple has already given into them by not providing their Chinese customers with the same level of privacy as everyone else. With the mood in China right now, who knows where that goes.\nWhat Losing Control Of App Store Looks Like\nStone Fox Capital here at Seeking Alpha is out with an article pivoting off Katy Huberty's estimation of a 2% earnings loss if the top 20 apps on the App Store were able to eschew in-app payments. Stone Fox would also like you to care about that seemingly small number:\n\n Apple won most of their legal case with Epic Games based on the ruling announced on September 10, but the tech giant lost the ultimate battle. The stock remains priced for perfection while the company continues to have growth paths chipped away from the business.\n\nMy last article on this subject was called “Chipping Away at App Store.” This is what is happening and the trend is now clear. There is a mood globally to take Apple down a peg, and it is happening too slowly for many people to realize it is happening.\nMy own way of modeling the worst case is through my DCF model. It’s modeled as a 25% hit to Services in the first year, with services gross margin reduced from 68% to 65%, followed by a slightly increased growth rate in the segment because of composition effects — the rest of Services grows faster than App Store. I used to model that happening in fiscal 2024, but I have moved that up to fiscal 2023, beginning less than 13 months from now.\nHere is the effect on fair value on my base case:\n\nEven with the very slow start for the reason Stone Fox says — the share price has gotten way out ahead of cash flows — my base case still shows an 11% CAGR in fair value through the end of fiscal 2025. The App Store collapse takes that down to an 8% CAGR, 12% lower by 2025.\nCircling back, Stone Fox puts a button on this more succinctly than I can:\n\n The key investor takeaway is that Apple has a bright future. The company will continue generating profits with operating cash flows topping $100 billion annually, but the tech giant will struggle to generate the growth needed to warrant the current stock price. The 2% hit to earnings might not seem meaningful, but the amount is very harmful to a stock priced for perfection.\n\nHow To Take This Seriously\nIn my last article on this subject, someone cheekily replied in the comments, “‘Please take this seriously.’ What does that even mean?” That’s a good question. The first part of the answer is to stop pretending it’s not happening.\n“If your time horizon is short, now is a good time to take profits.” I have been using that phrase frequently since Apple hit $140. The last chart just formalizes it with math, but my opinion is that Apple will remain range-bound for some time, between $125 and $155, roughly. I still mean it: if your time horizon is short, now is a good time to take profits.\nBut I also believe that no other company is as prepared for the future of technology, regardless of what that brings. That is a far longer discussion. I have been buying Apple shares on the dip since 2005, which is two splits ago. My last buy was in January 2019, when Apple reported that they would miss guidance for the first time in many years. At the time, the commentariat was telling me that Apple’s best days were behind them. I tried to explain that Apple was in a transitional phase, part of a strategy they launched around 2015 to focus more on the growth of the iPhone user base than sales. The strategy would pay off soon, I predicted, and it did in fiscal 2021. That seems like a very long time ago now.\nA consequence of buying the dip from 2005 to 2019 is that I own way too many Apple shares that I could never bring myself to sell. I am massively overweight Apple. There is a “What To Do With The Apple Shares” clause in my will. It is our largest asset, worth more than the house. That has not made me nervous until the last few months, when the tide seemed to start turning on Apple on this issue. I also used to be someone who did not take this threat seriously. I am going to start shaving my position as opportunities present themselves, and one may happen this week with the iPhone launch on Tuesday.\nTo be clear, I will remain overweight Apple, just less so, and I remain bullish in the long term. But I no longer feel the safety I once did with this wildly overweight position.\nIn contrast, if you are a long term investor who does not have a massively overweight position, watch, wait and fight confirmation bias every day. If you think this begins and ends with Epic, you haven’t been paying attention.\nPlease take this seriously.\nI will be back in a few days with hopefully happier news from the iPhone launch on Tuesday. The big question is whether Apple can begin shipping iPhone before the quarter is out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880694514,"gmtCreate":1631053025138,"gmtModify":1631883892861,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"buy<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","listText":"buy<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>","text":"buy$DiDi Global Inc.(DIDI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880694514","repostId":"817455241","repostType":1,"repost":{"id":817455241,"gmtCreate":1630982859979,"gmtModify":1630983234433,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【9月7日】美股昨夜休市，港股今日高开，今天买什么？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月7日讯，港股三大指数集体高开，恒指涨0.17%报26207点，国指涨0.16%报9386点，恒生科技指数涨0.52%报6814点。盘面上，国内煤炭期货开盘大涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01898\">$中煤能源(01898)$</a> 高开1.75%，<a target=\"_blank\" href=\"https://laohu8.com/S/01088\">$中国神华(01088)$</a> 涨0.9%；内房股、铝业股表现强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02600\">$中国铝业(02600)$</a> 涨超2%；深圳前海合作区大扩容，<a target=\"_blank\" href=\"https://laohu8.com/S/00152\">$深圳国际(00152)$</a> 涨近4%，深圳控股涨超3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨1.4%，腾讯涨1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开；生物医药下跌明显，电力","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月7日讯，港股三大指数集体高开，恒指涨0.17%报26207点，国指涨0.16%报9386点，恒生科技指数涨0.52%报6814点。盘面上，国内煤炭期货开盘大涨，<a target=\"_blank\" href=\"https://laohu8.com/S/01898\">$中煤能源(01898)$</a> 高开1.75%，<a target=\"_blank\" href=\"https://laohu8.com/S/01088\">$中国神华(01088)$</a> 涨0.9%；内房股、铝业股表现强势，<a target=\"_blank\" href=\"https://laohu8.com/S/02600\">$中国铝业(02600)$</a> 涨超2%；深圳前海合作区大扩容，<a target=\"_blank\" href=\"https://laohu8.com/S/00152\">$深圳国际(00152)$</a> 涨近4%，深圳控股涨超3%；大型科技股普涨，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨1.4%，腾讯涨1%，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 小幅高开；生物医药下跌明显，电力","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 9月7日讯，港股三大指数集体高开，恒指涨0.17%报26207点，国指涨0.16%报9386点，恒生科技指数涨0.52%报6814点。盘面上，国内煤炭期货开盘大涨，$中煤能源(01898)$ 高开1.75%，$中国神华(01088)$ 涨0.9%；内房股、铝业股表现强势，$中国铝业(02600)$ 涨超2%；深圳前海合作区大扩容，$深圳国际(00152)$ 涨近4%，深圳控股涨超3%；大型科技股普涨，$美团-W(03690)$ 、$百度集团-SW(09888)$ 涨1.4%，腾讯涨1%，$阿里巴巴-SW(09988)$ 、$京东集团-SW(09618)$ 小幅高开；生物医药下跌明显，电力","images":[{"img":"https://static.tigerbbs.com/8eb78770aab19e4545f8e5f25ed9867a","width":"299","height":"168"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817455241","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839290462,"gmtCreate":1629159772056,"gmtModify":1631888928564,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839290462","repostId":"1166738043","repostType":4,"repost":{"id":"1166738043","pubTimestamp":1629158127,"share":"https://www.laohu8.com/m/news/1166738043?lang=&edition=full","pubTime":"2021-08-17 07:55","market":"us","language":"en","title":"Pfizer, BioNTech Seek FDA Clearance for Covid-19 Booster","url":"https://stock-news.laohu8.com/highlight/detail?id=1166738043","media":"The Wall Street Journal","summary":"Early-stage study shows third dose of vaccine offers a higher level of protection, companies say\nThe","content":"<p>Early-stage study shows third dose of vaccine offers a higher level of protection, companies say</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14a5e62531f6fe58f57ee8f19db73a40\" tg-width=\"860\" tg-height=\"573\" width=\"100%\" height=\"auto\"><span>The addition of a third dose appeared safe, Pfizer and BioNTech said. A Covid-19 vaccination at a Schwenksville, Pa., pharmacy.</span></p>\n<p>Pfizer&nbsp;Inc.&nbsp;and partner&nbsp;BioNTech SE&nbsp;have submitted data to U.S. health regulators needed to cleara Covid-19 booster shot among the general public.</p>\n<p>The companies said Monday they sent to the U.S. Food and Drug Administration results from a small, early-stage study showing a third dose of their vaccine generated higher levels of neutralizing antibodies against the original virus and against the Beta and Delta variants than the standard two-dose regimen.</p>\n<p>The addition of the third dose also appeared safe in the trial, the companies said.</p>\n<p>Given the immune response boost from a third dose, the companies said, a booster shot within six months to a year after the second shot might help maintain protection against&nbsp;symptomatic Covid-19.</p>\n<p>Pfizer and BioNTech are also conducting a larger late-stage study evaluating whether a third dose safely provides more protection. The companies said they expect those results shortly and will then submit the data to the FDA.</p>\n<p>The FDA is considering a broader booster strategy, which the agency could issue in the next few weeks.</p>\n<p>Two doses of the Pfizer-BioNTech shot, given three weeks apart, are authorized for people ages 12 years and older.</p>\n<p>Some physicians and scientists in the U.S. say there isn’t a clear answer yet on whether boosters are needed for the general population, partly because of evidence that shows vaccines continue to be highly effective at preventing severe disease.</p>\n<p>Studies indicate the vaccine is still highly effective in people&nbsp;six months after their second dose. Yet there is some evidence its efficacy might diminish over longer periods, and the shot isn’t as effective againstt&nbsp;he Delta variant, prompting research into adding a third dose.</p>\n<p>Last week, the FDA authorized a third dose of an mRNA vaccine like the Pfizer-BioNTech shot&nbsp;for certain people with weakened immune systems, in a bid to bolster their immune defenses against Covid-19.</p>\n<p>In the early-stage study looking at a booster among generally healthy people, subjects got a third 30-microgram dose, Pfizer and BioNTech said. The subjects received the extra dose eight to nine months after receiving their second dose.</p>\n<p>Then researchers measured in subjects their levels of neutralizing antibodies, which play a crucial role in protection against the virus, the companies said.</p>\n<p>The levels rose against the initial strain of the virus, as well as the Beta and Delta variants, the companies said. After the booster dose, neutralizing antibodies against the variants were similar to the earlier strain, the companies said.</p>\n<p>Pfizer presented some of the scientific data during its second-quarter earnings presentation last month, but hasn’t detailed the results yet. After a third shot, antibody levels were up more than five times among people ages 18 to 55 and more than 11 times in people ages 65 to 85, compared with two doses, according to Pfizer’s data.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer, BioNTech Seek FDA Clearance for Covid-19 Booster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer, BioNTech Seek FDA Clearance for Covid-19 Booster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 07:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/pfizer-biontech-seek-fda-clearance-for-covid-19-booster-11629136057?mod=hp_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Early-stage study shows third dose of vaccine offers a higher level of protection, companies say\nThe addition of a third dose appeared safe, Pfizer and BioNTech said. A Covid-19 vaccination at a ...</p>\n\n<a href=\"https://www.wsj.com/articles/pfizer-biontech-seek-fda-clearance-for-covid-19-booster-11629136057?mod=hp_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","BNTX":"BioNTech SE"},"source_url":"https://www.wsj.com/articles/pfizer-biontech-seek-fda-clearance-for-covid-19-booster-11629136057?mod=hp_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166738043","content_text":"Early-stage study shows third dose of vaccine offers a higher level of protection, companies say\nThe addition of a third dose appeared safe, Pfizer and BioNTech said. A Covid-19 vaccination at a Schwenksville, Pa., pharmacy.\nPfizer Inc. and partner BioNTech SE have submitted data to U.S. health regulators needed to cleara Covid-19 booster shot among the general public.\nThe companies said Monday they sent to the U.S. Food and Drug Administration results from a small, early-stage study showing a third dose of their vaccine generated higher levels of neutralizing antibodies against the original virus and against the Beta and Delta variants than the standard two-dose regimen.\nThe addition of the third dose also appeared safe in the trial, the companies said.\nGiven the immune response boost from a third dose, the companies said, a booster shot within six months to a year after the second shot might help maintain protection against symptomatic Covid-19.\nPfizer and BioNTech are also conducting a larger late-stage study evaluating whether a third dose safely provides more protection. The companies said they expect those results shortly and will then submit the data to the FDA.\nThe FDA is considering a broader booster strategy, which the agency could issue in the next few weeks.\nTwo doses of the Pfizer-BioNTech shot, given three weeks apart, are authorized for people ages 12 years and older.\nSome physicians and scientists in the U.S. say there isn’t a clear answer yet on whether boosters are needed for the general population, partly because of evidence that shows vaccines continue to be highly effective at preventing severe disease.\nStudies indicate the vaccine is still highly effective in people six months after their second dose. Yet there is some evidence its efficacy might diminish over longer periods, and the shot isn’t as effective againstt he Delta variant, prompting research into adding a third dose.\nLast week, the FDA authorized a third dose of an mRNA vaccine like the Pfizer-BioNTech shot for certain people with weakened immune systems, in a bid to bolster their immune defenses against Covid-19.\nIn the early-stage study looking at a booster among generally healthy people, subjects got a third 30-microgram dose, Pfizer and BioNTech said. The subjects received the extra dose eight to nine months after receiving their second dose.\nThen researchers measured in subjects their levels of neutralizing antibodies, which play a crucial role in protection against the virus, the companies said.\nThe levels rose against the initial strain of the virus, as well as the Beta and Delta variants, the companies said. After the booster dose, neutralizing antibodies against the variants were similar to the earlier strain, the companies said.\nPfizer presented some of the scientific data during its second-quarter earnings presentation last month, but hasn’t detailed the results yet. After a third shot, antibody levels were up more than five times among people ages 18 to 55 and more than 11 times in people ages 65 to 85, compared with two doses, according to Pfizer’s data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897476792,"gmtCreate":1628982601416,"gmtModify":1631884932632,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>like","listText":"<a href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a>like","text":"$Facebook(FB)$like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897476792","repostId":"1196685545","repostType":4,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807859560,"gmtCreate":1628031481550,"gmtModify":1631891880878,"author":{"id":"3586332417338594","authorId":"3586332417338594","name":"YangXH","avatar":"https://static.tigerbbs.com/2da16ba61657b694381bbd12971282c6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586332417338594","idStr":"3586332417338594"},"themes":[],"htmlText":"Latest up","listText":"Latest up","text":"Latest up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807859560","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":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}