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7 Reasons the Stock Market Could Crash in January
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However, Wall Street might be sad to see 2021 come to a close. The benchmark <b>S&P 500</b> (SNPINDEX:^GSPC) has more than doubled up (+24%) its average annual total return of 11% (including dividends) over the past four decades, and it hasn't undergone a steeper correction than 5%. It's been a true running of the bulls.</p>\n<p>But as we turn the page on 2021, it's quite possible Wall Street could lose its luster. Below are seven reasons the stock market could crash in January.</p>\n<h2>1. Omicron supply chain issues (domestic and abroad)</h2>\n<p>The most obvious obstacle for the S&P 500 is the ongoing spread of coronavirus variants, of which omicron is now the most predominant in the United States. The issue is that there's no unified global approach as to how best to curtail omicron. Whereas some countries are now mandating vaccines, others are imposing few restrictions, if any.</p>\n<p>With a wide variance of mitigation measures being deployed, the single greatest risk to Wall Street is continued or brand-new supply chain issues. From tech and consumer goods to industrial companies, most sectors are at risk of operating shortfalls if global logistics continue to be tied into knots by the pandemic.</p>\n<h2>2. QE winding down</h2>\n<p>Another fairly obvious high-risk factor for Wall Street is the Federal Reserve going on the offensive against inflation. As a reminder, the Consumer Price Index for all Urban Consumers (CPI-U) rose 6.8% in November, which marked a 39-year high for inflation.</p>\n<p>Earlier this month, Federal Reserve Chairman Jerome Powell announced that the nation's central bank would expedite the winding down of its quantitative easing (QE) program. QE is the umbrella program responsible for buying long-term Treasury bonds (buying T-bonds pushes up their price and weighs down long-term yields) and mortgage-backed securities.</p>\n<p>Reduced bond buying should equate to higher borrowing rates, which in turn can slow the growth potential of previously fast-paced stocks.</p>\n<h2>3. Margin calls</h2>\n<p>Wall Street should also be deeply concerned about rapidly rising levels of margin debt, which is the amount of money that's been borrowed by institutions or investors <i>with interest</i> to purchase or short-sell securities.</p>\n<p>Over time, it's perfectly normal for the nominal amount of outstanding margin debt to climb. But since the March 2020 low, the amount of outstanding margin debt has come close to doubling, and now sits at nearly $919 billion, according to November data from the independent Financial Industry Regulatory Authority.</p>\n<p>There have only been three instances in the last 26 years where margin debt outstanding rose by at least 60% in a single year. It happened just months before the dot-com bubble burst, almost immediately ahead of the financial crisis, and in 2021. If stocks drift lower to begin the year, a margin-call wave could really accelerate things to the downside.</p>\n<h2>4. Sector rotation</h2>\n<p>Sometimes, the stock market dives for purely benign reasons. One such possibility is if we witness sector rotation in January. Sector rotation refers to investors moving money from one sector of the market to another.</p>\n<p>On the surface, you'd think a broad-based index like the S&P 500 wouldn't be fazed by sector rotation. But it's no secret that growth stocks in the technology and healthcare sectors have been primarily leading this rally from the March 2020 bear market bottom. Now that we're well past the one-year mark since this bottom, it wouldn't be all that surprising to see investors locking in some profits on companies with valuation premiums and migrating some of their cash to safer/value investments or dividend plays.</p>\n<p>If investors do begin to choose value and dividends over growth stocks, there's little question the market-cap-weighted S&P 500 will find itself under pressure.</p>\n<h2>5. Meme stock reversion</h2>\n<p>A fifth reason the stock market could crash in January is the potential for a dive in meme stocks, such as <b>AMC Entertainment Holdings</b> and <b>GameStop</b>.</p>\n<p>Even though these are grossly overvalued companies that have become detached from their respectively poor operating performances, the Fed noted in its semiannual Financial Stability Report that near- and long-term risks exist with the way young and novice investors have been putting their money to work.</p>\n<p>In particular, the report highlights that households invested in these social-media-driven stocks tend to have more-leveraged balance sheets. If common sense prevails and these bubble-like stocks begin to deflate, these leveraged investors may have no choice but to retreat, leading to increased market volatility.</p>\n<h2>6. Valuation</h2>\n<p>Even though valuation is rarely ever enough, by itself, to send the S&P 500 screaming lower, historic precedents do suggest Wall Street may be in trouble come January.</p>\n<p>As of the closing bell on Dec. 21, the S&P 500's Shiller price-to-earnings (P/E) ratio was 39. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. Though the Shiller P/E multiple for the S&P 500 has risen a bit since the advent of the internet in the mid-1990s, the current Shiller P/E is more than double its 151-year average of 16.9.</p>\n<p>What's far more worrisome is that the S&P 500 has declined at least 20% in each of the previous four instances when the Shiller P/E surpassed 30. Wall Street simply doesn't have a good track record of supporting extreme valuations for long periods of time.</p>\n<h2>7. History makes its presence felt</h2>\n<p>Lastly, investors can look to history as another reason to be concerned about the broader market.</p>\n<p>Since 1960, there have been nine bear market declines (20% or more) for the S&P 500. Following each of the previous eight bear market bottoms (i.e., not including the coronavirus crash), the S&P 500 underwent either one or two double-digit percentage declines in the subsequent 36 months. We're now 21 months removed from the March 2020 bear market low and haven't come close to a double-digit correction in the broad-market index.</p>\n<p>Keep in mind that if a stock market crash or correction does occur in January, it would represent a fantastic buying opportunity for long-term investors. Just be aware that crashes and corrections are the price of admission to one of the world's greatest wealth creators.</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>7 Reasons the Stock Market Could Crash in January</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\">\n7 Reasons the Stock Market Could Crash in January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 08:50 GMT+8 <a href=https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark S&P 500 (SNPINDEX:^GSPC) has more than doubled up (+24%) ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF"},"source_url":"https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194711211","content_text":"In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark S&P 500 (SNPINDEX:^GSPC) has more than doubled up (+24%) its average annual total return of 11% (including dividends) over the past four decades, and it hasn't undergone a steeper correction than 5%. It's been a true running of the bulls.\nBut as we turn the page on 2021, it's quite possible Wall Street could lose its luster. Below are seven reasons the stock market could crash in January.\n1. Omicron supply chain issues (domestic and abroad)\nThe most obvious obstacle for the S&P 500 is the ongoing spread of coronavirus variants, of which omicron is now the most predominant in the United States. The issue is that there's no unified global approach as to how best to curtail omicron. Whereas some countries are now mandating vaccines, others are imposing few restrictions, if any.\nWith a wide variance of mitigation measures being deployed, the single greatest risk to Wall Street is continued or brand-new supply chain issues. From tech and consumer goods to industrial companies, most sectors are at risk of operating shortfalls if global logistics continue to be tied into knots by the pandemic.\n2. QE winding down\nAnother fairly obvious high-risk factor for Wall Street is the Federal Reserve going on the offensive against inflation. As a reminder, the Consumer Price Index for all Urban Consumers (CPI-U) rose 6.8% in November, which marked a 39-year high for inflation.\nEarlier this month, Federal Reserve Chairman Jerome Powell announced that the nation's central bank would expedite the winding down of its quantitative easing (QE) program. QE is the umbrella program responsible for buying long-term Treasury bonds (buying T-bonds pushes up their price and weighs down long-term yields) and mortgage-backed securities.\nReduced bond buying should equate to higher borrowing rates, which in turn can slow the growth potential of previously fast-paced stocks.\n3. Margin calls\nWall Street should also be deeply concerned about rapidly rising levels of margin debt, which is the amount of money that's been borrowed by institutions or investors with interest to purchase or short-sell securities.\nOver time, it's perfectly normal for the nominal amount of outstanding margin debt to climb. But since the March 2020 low, the amount of outstanding margin debt has come close to doubling, and now sits at nearly $919 billion, according to November data from the independent Financial Industry Regulatory Authority.\nThere have only been three instances in the last 26 years where margin debt outstanding rose by at least 60% in a single year. It happened just months before the dot-com bubble burst, almost immediately ahead of the financial crisis, and in 2021. If stocks drift lower to begin the year, a margin-call wave could really accelerate things to the downside.\n4. Sector rotation\nSometimes, the stock market dives for purely benign reasons. One such possibility is if we witness sector rotation in January. Sector rotation refers to investors moving money from one sector of the market to another.\nOn the surface, you'd think a broad-based index like the S&P 500 wouldn't be fazed by sector rotation. But it's no secret that growth stocks in the technology and healthcare sectors have been primarily leading this rally from the March 2020 bear market bottom. Now that we're well past the one-year mark since this bottom, it wouldn't be all that surprising to see investors locking in some profits on companies with valuation premiums and migrating some of their cash to safer/value investments or dividend plays.\nIf investors do begin to choose value and dividends over growth stocks, there's little question the market-cap-weighted S&P 500 will find itself under pressure.\n5. Meme stock reversion\nA fifth reason the stock market could crash in January is the potential for a dive in meme stocks, such as AMC Entertainment Holdings and GameStop.\nEven though these are grossly overvalued companies that have become detached from their respectively poor operating performances, the Fed noted in its semiannual Financial Stability Report that near- and long-term risks exist with the way young and novice investors have been putting their money to work.\nIn particular, the report highlights that households invested in these social-media-driven stocks tend to have more-leveraged balance sheets. If common sense prevails and these bubble-like stocks begin to deflate, these leveraged investors may have no choice but to retreat, leading to increased market volatility.\n6. Valuation\nEven though valuation is rarely ever enough, by itself, to send the S&P 500 screaming lower, historic precedents do suggest Wall Street may be in trouble come January.\nAs of the closing bell on Dec. 21, the S&P 500's Shiller price-to-earnings (P/E) ratio was 39. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. Though the Shiller P/E multiple for the S&P 500 has risen a bit since the advent of the internet in the mid-1990s, the current Shiller P/E is more than double its 151-year average of 16.9.\nWhat's far more worrisome is that the S&P 500 has declined at least 20% in each of the previous four instances when the Shiller P/E surpassed 30. Wall Street simply doesn't have a good track record of supporting extreme valuations for long periods of time.\n7. History makes its presence felt\nLastly, investors can look to history as another reason to be concerned about the broader market.\nSince 1960, there have been nine bear market declines (20% or more) for the S&P 500. Following each of the previous eight bear market bottoms (i.e., not including the coronavirus crash), the S&P 500 underwent either one or two double-digit percentage declines in the subsequent 36 months. We're now 21 months removed from the March 2020 bear market low and haven't come close to a double-digit correction in the broad-market index.\nKeep in mind that if a stock market crash or correction does occur in January, it would represent a fantastic buying opportunity for long-term investors. Just be aware that crashes and corrections are the price of admission to one of the world's greatest wealth creators.","news_type":1},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699239209,"gmtCreate":1639804267663,"gmtModify":1639804267663,"author":{"id":"3586948138954500","authorId":"3586948138954500","name":"GraceC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586948138954500","idStr":"3586948138954500"},"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/699239209","repostId":"1122651573","repostType":4,"repost":{"id":"1122651573","kind":"news","pubTimestamp":1639800058,"share":"https://www.laohu8.com/m/news/1122651573?lang=&edition=full","pubTime":"2021-12-18 12:00","market":"us","language":"en","title":"1 Unstoppable Stock to Buy Before 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1122651573","media":"Motley Fool","summary":"Salesforce.com is one of the largest enterprise software companies, and it's led the customer relati","content":"<p><a href=\"https://laohu8.com/S/CRM\"><b>Salesforce.com</b></a> is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.</p>\n<p>It also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.</p>\n<p>Additionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.</p>\n<p>They were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watching<i>Beat and Raise</i>show in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.</p>\n<p>One of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.</p>\n<p>I mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.</p>\n<p>The financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.</p>\n<p>Just to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.</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>1 Unstoppable Stock to Buy Before 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Unstoppable Stock to Buy Before 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 12:00 GMT+8 <a href=https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Salesforce.com is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122651573","content_text":"Salesforce.com is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.\nIt also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.\nAdditionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.\nThey were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watchingBeat and Raiseshow in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.\nOne of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.\nI mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.\nThe financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.\nJust to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150340444,"gmtCreate":1624888332088,"gmtModify":1633947476712,"author":{"id":"3586948138954500","authorId":"3586948138954500","name":"GraceC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586948138954500","idStr":"3586948138954500"},"themes":[],"htmlText":"like and comment pleaase","listText":"like and comment pleaase","text":"like and comment pleaase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150340444","repostId":"1126948010","repostType":4,"repost":{"id":"1126948010","kind":"news","pubTimestamp":1624885441,"share":"https://www.laohu8.com/m/news/1126948010?lang=&edition=full","pubTime":"2021-06-28 21:04","market":"hk","language":"zh","title":"华为再发声：绝不造车，1%都不行！两大原因曝光！","url":"https://stock-news.laohu8.com/highlight/detail?id=1126948010","media":" e公司 ","summary":"6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。\n据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的","content":"<p>6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。</p>\n<p>据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的重要客户产生直接竞争。</p>\n<p><b>华为：汽车和手机终端不同</b></p>\n<p>6月28日，在由中国电动汽车百人会与长城汽车联合举办的“新机遇新生态——中国汽车产业发展高峰论坛”上，华为技术有限公司华为智能汽车解决方案BUMarketing与销售服务部总裁迟林春表示，华为之所以不造车，有多重考虑。</p>\n<p>迟林春再次解释了华为不造车的原因。他表示：华为之所以不造车，有多重考虑。华为的ICT业务在欧洲市场有巨大的商业利益存在，其中，德国是华为ICT业务最重要的市场，而德国的支柱产业是汽车产业，如果华为造车，就会和当地车企产生直接的竞争。</p>\n<p>此外，造车需要巨大的资本。迟林春特别强调，汽车与手机终端很不同，目前华为还不具备造车的实力，同时华为也不会控股和投资任何汽车企业，哪怕1%。</p>\n<p>目前，华为已深度涉足了智能汽车关键领域。从生产制造智能汽车的零部件，到联手北汽、长安、广汽打造HUAWEI inside的全新商业模式，再到华为利用自己的渠道销售赛力斯车型，华为汽车局已经越来越深入，可以从传感器到算力平台，芯片，操作系统等可以为车企提供丰富的解决方案。</p>\n<p>6月18日2021中国汽车论坛上，华为智能汽车解决方案BU总裁王军在大会上做“加速汽车数字化转型”的主题发言。他在演讲中提到，华为将始终坚持平台+生态的战略，并进一步加大在生态领域的投入，重点围绕MDC（移动数据中心）、HarmonyOS（鸿蒙操作系统）座舱和数字平台构建合作生态圈。</p>\n<p>目前，HarmonyOS已经应用于车机上，据王军介绍，汽车的座舱系统有“多外设、多用户、多应用、多并发、安全以及快速启动“等场景化的需求，华为在HarmonyOS上增量开发了12个车机子系统和5大业务增强能力，包括一芯多屏、车规高可靠、多业务并发、窗口自适应、基础能力组件，是一款真正面向智能座舱的操作系统，可以大幅减少伙伴的开发工作量和成本，使能智能座舱快速开发。基于HarmonyOS车机系统，华为已经与80多家软硬件伙伴们展开深度合作。</p>\n<p>此前在对外解释华为不造车的经营理念时，华为曾透露，希望成为中国智能汽车产业世界级的零部件及软件供应商，更接近于中国智能汽车博世”的定位。</p>\n<p><b>小康股份年内暴涨339%</b></p>\n<p>关于华为到底会不会杀入汽车行业、会不会造车的猜测和传言近年来，一直是行业里的一个大热点。</p>\n<p>早在2018年，华为就针对华为是否造车这件事有关相关决议，华为董事常委会决议【2018】139号《关于应对宏观风险的相关策略的决议》就明确：华为不造车，但我们聚焦ICT技术，帮助车企造好车。</p>\n<p>2020年10月26日，针对外部和内部对华为是否造车的各种意见，华为做出《关于智能汽车部件业务管理的决议》，再次向内部、更是向外部（车企等合作伙伴）做出“华为不造车”的明确表态。</p>\n<p>该决议提到，这两年来，尽管外部环境在不断变化，但我们要清楚，打造ICT基础设施才是华为公司肩负的历史使命，越是在艰苦时期，越不能动摇。因此公司再一次重申：华为不造整车，而是聚焦ICT技术，帮助车企造好车，造好车，成为智能网联汽车的增量部件提供商。决议里最“抢眼”的是第三条：以后谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。</p>\n<p>4月29日，有媒体报道，华为正在与小康股份洽谈收购重庆金康新能源汽车控股权，此举将使华为能够制造带有自己品牌的智能汽车。此外，华为还寻求控制北汽蓝谷新能源科技旗下电动车品牌ARCFOX，据悉有望最快在7月敲定交易。华为和小康股份没有立即回应置评请求。</p>\n<p>对此，北汽极狐方面人士表示，没有此事，华为相关人士也在早些时候回应称：“没有此事。华为在与北汽极狐品牌的合作中，以Huawei Inside模式提供全栈智能汽车解决方案，在该模式下，双方推出首款车型极狐阿尔法S华为HI版，该车型已在上海车展亮相，华为的角色是部件供应商。”</p>\n<p>2021年5月24日，华为公司对外发布声明，重申华为不造车。声明表示，有关华为造车的不实传言，公司发言人已多次予以澄清。华为不造车这一长期战略在2018年就已明确，没有任何改变。</p>\n<p>华为方面表示，他们认为产业界需要的不是华为品牌汽车，而是华为三十多年积累的ICT技术能力，来帮助车企造好面向未来的车，即为车企提供基于华为ICT能力的智能网联汽车部件。</p>\n<p>“至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。以后，凡是议论上说华为造车，或者参股汽车制造行业，均为谣言，勿轻信。”华为表示，华为选择了北汽、长安和广汽三家车企作为战略合作伙伴，支持它们打造各自子品牌。用了华为自动驾驶解决方案的车，经华为授权才可以使用HI标识，代表Huawei Inside。</p>\n<p>华为称，关于华为与重庆小康集团旗下的金康赛力斯的合作，华为是赛力斯SF5的电动部件和HiCar座舱部件的供应商。同时为了解决华为授权手机零售店在华为手机大幅减少情况下的生存问题，华为支持部分零售店来销售此款车，零售店可以获得相应收益。</p>\n<p>尽管如此，与华为合作的相关概念股依然走势坚挺。6月28日，长安汽车、广汽集团、北汽蓝谷分别收盘涨1%、3%、0.2%。今年以来，小康股份、北汽蓝谷、长安汽车、广汽集团分别累计上涨339%、71.97%、22%、2%。</p>\n<p>其中小康股份与华为的合作模式主要为华为帮助小康股份卖车：赛力斯华为智选SF5车型，该款车型搭载了华为DriveONE三合一电驱系统、HUAWEIHiCar、HUAWEISound等零部件。</p>","source":"LHCJ1","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>华为再发声：绝不造车，1%都不行！两大原因曝光！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华为再发声：绝不造车，1%都不行！两大原因曝光！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 21:04 北京时间 <a href=https://mp.weixin.qq.com/s/nINhaEntSz4qhX4jm6_JlQ><strong> e公司 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。\n据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的重要客户产生直接竞争。\n华为：汽车和手机终端不同\n6月28日，在由中国电动汽车百人会与长城汽车联合举办的“新机遇新生态——中国汽车产业发展高峰论坛”上，华为技术有限公司华为智能汽车解决方案...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/nINhaEntSz4qhX4jm6_JlQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f0607d088fd08637f4d6d330897aafb","relate_stocks":{"601127":"赛力斯"},"source_url":"https://mp.weixin.qq.com/s/nINhaEntSz4qhX4jm6_JlQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126948010","content_text":"6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。\n据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的重要客户产生直接竞争。\n华为：汽车和手机终端不同\n6月28日，在由中国电动汽车百人会与长城汽车联合举办的“新机遇新生态——中国汽车产业发展高峰论坛”上，华为技术有限公司华为智能汽车解决方案BUMarketing与销售服务部总裁迟林春表示，华为之所以不造车，有多重考虑。\n迟林春再次解释了华为不造车的原因。他表示：华为之所以不造车，有多重考虑。华为的ICT业务在欧洲市场有巨大的商业利益存在，其中，德国是华为ICT业务最重要的市场，而德国的支柱产业是汽车产业，如果华为造车，就会和当地车企产生直接的竞争。\n此外，造车需要巨大的资本。迟林春特别强调，汽车与手机终端很不同，目前华为还不具备造车的实力，同时华为也不会控股和投资任何汽车企业，哪怕1%。\n目前，华为已深度涉足了智能汽车关键领域。从生产制造智能汽车的零部件，到联手北汽、长安、广汽打造HUAWEI inside的全新商业模式，再到华为利用自己的渠道销售赛力斯车型，华为汽车局已经越来越深入，可以从传感器到算力平台，芯片，操作系统等可以为车企提供丰富的解决方案。\n6月18日2021中国汽车论坛上，华为智能汽车解决方案BU总裁王军在大会上做“加速汽车数字化转型”的主题发言。他在演讲中提到，华为将始终坚持平台+生态的战略，并进一步加大在生态领域的投入，重点围绕MDC（移动数据中心）、HarmonyOS（鸿蒙操作系统）座舱和数字平台构建合作生态圈。\n目前，HarmonyOS已经应用于车机上，据王军介绍，汽车的座舱系统有“多外设、多用户、多应用、多并发、安全以及快速启动“等场景化的需求，华为在HarmonyOS上增量开发了12个车机子系统和5大业务增强能力，包括一芯多屏、车规高可靠、多业务并发、窗口自适应、基础能力组件，是一款真正面向智能座舱的操作系统，可以大幅减少伙伴的开发工作量和成本，使能智能座舱快速开发。基于HarmonyOS车机系统，华为已经与80多家软硬件伙伴们展开深度合作。\n此前在对外解释华为不造车的经营理念时，华为曾透露，希望成为中国智能汽车产业世界级的零部件及软件供应商，更接近于中国智能汽车博世”的定位。\n小康股份年内暴涨339%\n关于华为到底会不会杀入汽车行业、会不会造车的猜测和传言近年来，一直是行业里的一个大热点。\n早在2018年，华为就针对华为是否造车这件事有关相关决议，华为董事常委会决议【2018】139号《关于应对宏观风险的相关策略的决议》就明确：华为不造车，但我们聚焦ICT技术，帮助车企造好车。\n2020年10月26日，针对外部和内部对华为是否造车的各种意见，华为做出《关于智能汽车部件业务管理的决议》，再次向内部、更是向外部（车企等合作伙伴）做出“华为不造车”的明确表态。\n该决议提到，这两年来，尽管外部环境在不断变化，但我们要清楚，打造ICT基础设施才是华为公司肩负的历史使命，越是在艰苦时期，越不能动摇。因此公司再一次重申：华为不造整车，而是聚焦ICT技术，帮助车企造好车，造好车，成为智能网联汽车的增量部件提供商。决议里最“抢眼”的是第三条：以后谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。\n4月29日，有媒体报道，华为正在与小康股份洽谈收购重庆金康新能源汽车控股权，此举将使华为能够制造带有自己品牌的智能汽车。此外，华为还寻求控制北汽蓝谷新能源科技旗下电动车品牌ARCFOX，据悉有望最快在7月敲定交易。华为和小康股份没有立即回应置评请求。\n对此，北汽极狐方面人士表示，没有此事，华为相关人士也在早些时候回应称：“没有此事。华为在与北汽极狐品牌的合作中，以Huawei Inside模式提供全栈智能汽车解决方案，在该模式下，双方推出首款车型极狐阿尔法S华为HI版，该车型已在上海车展亮相，华为的角色是部件供应商。”\n2021年5月24日，华为公司对外发布声明，重申华为不造车。声明表示，有关华为造车的不实传言，公司发言人已多次予以澄清。华为不造车这一长期战略在2018年就已明确，没有任何改变。\n华为方面表示，他们认为产业界需要的不是华为品牌汽车，而是华为三十多年积累的ICT技术能力，来帮助车企造好面向未来的车，即为车企提供基于华为ICT能力的智能网联汽车部件。\n“至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。以后，凡是议论上说华为造车，或者参股汽车制造行业，均为谣言，勿轻信。”华为表示，华为选择了北汽、长安和广汽三家车企作为战略合作伙伴，支持它们打造各自子品牌。用了华为自动驾驶解决方案的车，经华为授权才可以使用HI标识，代表Huawei Inside。\n华为称，关于华为与重庆小康集团旗下的金康赛力斯的合作，华为是赛力斯SF5的电动部件和HiCar座舱部件的供应商。同时为了解决华为授权手机零售店在华为手机大幅减少情况下的生存问题，华为支持部分零售店来销售此款车，零售店可以获得相应收益。\n尽管如此，与华为合作的相关概念股依然走势坚挺。6月28日，长安汽车、广汽集团、北汽蓝谷分别收盘涨1%、3%、0.2%。今年以来，小康股份、北汽蓝谷、长安汽车、广汽集团分别累计上涨339%、71.97%、22%、2%。\n其中小康股份与华为的合作模式主要为华为帮助小康股份卖车：赛力斯华为智选SF5车型，该款车型搭载了华为DriveONE三合一电驱系统、HUAWEIHiCar、HUAWEISound等零部件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":698413230,"gmtCreate":1640490059828,"gmtModify":1640490059828,"author":{"id":"3586948138954500","authorId":"3586948138954500","name":"GraceC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586948138954500","authorIdStr":"3586948138954500"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698413230","repostId":"2194711211","repostType":4,"repost":{"id":"2194711211","kind":"highlight","pubTimestamp":1640479830,"share":"https://www.laohu8.com/m/news/2194711211?lang=&edition=full","pubTime":"2021-12-26 08:50","market":"us","language":"en","title":"7 Reasons the Stock Market Could Crash in January","url":"https://stock-news.laohu8.com/highlight/detail?id=2194711211","media":"Motley Fool","summary":"The new year could bring an end to what's been a nearly unstoppable 21-month rally in the S&P 500.","content":"<p>In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark <b>S&P 500</b> (SNPINDEX:^GSPC) has more than doubled up (+24%) its average annual total return of 11% (including dividends) over the past four decades, and it hasn't undergone a steeper correction than 5%. It's been a true running of the bulls.</p>\n<p>But as we turn the page on 2021, it's quite possible Wall Street could lose its luster. Below are seven reasons the stock market could crash in January.</p>\n<h2>1. Omicron supply chain issues (domestic and abroad)</h2>\n<p>The most obvious obstacle for the S&P 500 is the ongoing spread of coronavirus variants, of which omicron is now the most predominant in the United States. The issue is that there's no unified global approach as to how best to curtail omicron. Whereas some countries are now mandating vaccines, others are imposing few restrictions, if any.</p>\n<p>With a wide variance of mitigation measures being deployed, the single greatest risk to Wall Street is continued or brand-new supply chain issues. From tech and consumer goods to industrial companies, most sectors are at risk of operating shortfalls if global logistics continue to be tied into knots by the pandemic.</p>\n<h2>2. QE winding down</h2>\n<p>Another fairly obvious high-risk factor for Wall Street is the Federal Reserve going on the offensive against inflation. As a reminder, the Consumer Price Index for all Urban Consumers (CPI-U) rose 6.8% in November, which marked a 39-year high for inflation.</p>\n<p>Earlier this month, Federal Reserve Chairman Jerome Powell announced that the nation's central bank would expedite the winding down of its quantitative easing (QE) program. QE is the umbrella program responsible for buying long-term Treasury bonds (buying T-bonds pushes up their price and weighs down long-term yields) and mortgage-backed securities.</p>\n<p>Reduced bond buying should equate to higher borrowing rates, which in turn can slow the growth potential of previously fast-paced stocks.</p>\n<h2>3. Margin calls</h2>\n<p>Wall Street should also be deeply concerned about rapidly rising levels of margin debt, which is the amount of money that's been borrowed by institutions or investors <i>with interest</i> to purchase or short-sell securities.</p>\n<p>Over time, it's perfectly normal for the nominal amount of outstanding margin debt to climb. But since the March 2020 low, the amount of outstanding margin debt has come close to doubling, and now sits at nearly $919 billion, according to November data from the independent Financial Industry Regulatory Authority.</p>\n<p>There have only been three instances in the last 26 years where margin debt outstanding rose by at least 60% in a single year. It happened just months before the dot-com bubble burst, almost immediately ahead of the financial crisis, and in 2021. If stocks drift lower to begin the year, a margin-call wave could really accelerate things to the downside.</p>\n<h2>4. Sector rotation</h2>\n<p>Sometimes, the stock market dives for purely benign reasons. One such possibility is if we witness sector rotation in January. Sector rotation refers to investors moving money from one sector of the market to another.</p>\n<p>On the surface, you'd think a broad-based index like the S&P 500 wouldn't be fazed by sector rotation. But it's no secret that growth stocks in the technology and healthcare sectors have been primarily leading this rally from the March 2020 bear market bottom. Now that we're well past the one-year mark since this bottom, it wouldn't be all that surprising to see investors locking in some profits on companies with valuation premiums and migrating some of their cash to safer/value investments or dividend plays.</p>\n<p>If investors do begin to choose value and dividends over growth stocks, there's little question the market-cap-weighted S&P 500 will find itself under pressure.</p>\n<h2>5. Meme stock reversion</h2>\n<p>A fifth reason the stock market could crash in January is the potential for a dive in meme stocks, such as <b>AMC Entertainment Holdings</b> and <b>GameStop</b>.</p>\n<p>Even though these are grossly overvalued companies that have become detached from their respectively poor operating performances, the Fed noted in its semiannual Financial Stability Report that near- and long-term risks exist with the way young and novice investors have been putting their money to work.</p>\n<p>In particular, the report highlights that households invested in these social-media-driven stocks tend to have more-leveraged balance sheets. If common sense prevails and these bubble-like stocks begin to deflate, these leveraged investors may have no choice but to retreat, leading to increased market volatility.</p>\n<h2>6. Valuation</h2>\n<p>Even though valuation is rarely ever enough, by itself, to send the S&P 500 screaming lower, historic precedents do suggest Wall Street may be in trouble come January.</p>\n<p>As of the closing bell on Dec. 21, the S&P 500's Shiller price-to-earnings (P/E) ratio was 39. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. Though the Shiller P/E multiple for the S&P 500 has risen a bit since the advent of the internet in the mid-1990s, the current Shiller P/E is more than double its 151-year average of 16.9.</p>\n<p>What's far more worrisome is that the S&P 500 has declined at least 20% in each of the previous four instances when the Shiller P/E surpassed 30. Wall Street simply doesn't have a good track record of supporting extreme valuations for long periods of time.</p>\n<h2>7. History makes its presence felt</h2>\n<p>Lastly, investors can look to history as another reason to be concerned about the broader market.</p>\n<p>Since 1960, there have been nine bear market declines (20% or more) for the S&P 500. Following each of the previous eight bear market bottoms (i.e., not including the coronavirus crash), the S&P 500 underwent either one or two double-digit percentage declines in the subsequent 36 months. We're now 21 months removed from the March 2020 bear market low and haven't come close to a double-digit correction in the broad-market index.</p>\n<p>Keep in mind that if a stock market crash or correction does occur in January, it would represent a fantastic buying opportunity for long-term investors. Just be aware that crashes and corrections are the price of admission to one of the world's greatest wealth creators.</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>7 Reasons the Stock Market Could Crash in January</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\">\n7 Reasons the Stock Market Could Crash in January\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-26 08:50 GMT+8 <a href=https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark S&P 500 (SNPINDEX:^GSPC) has more than doubled up (+24%) ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","OEF":"标普100指数ETF-iShares","OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","BK4504":"桥水持仓","SPY":"标普500ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","IVV":"标普500指数ETF"},"source_url":"https://www.fool.com/investing/2021/12/25/7-reasons-the-stock-market-could-crash-in-january/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194711211","content_text":"In less than a week, we'll officially be ringing in a new year. However, Wall Street might be sad to see 2021 come to a close. The benchmark S&P 500 (SNPINDEX:^GSPC) has more than doubled up (+24%) its average annual total return of 11% (including dividends) over the past four decades, and it hasn't undergone a steeper correction than 5%. It's been a true running of the bulls.\nBut as we turn the page on 2021, it's quite possible Wall Street could lose its luster. Below are seven reasons the stock market could crash in January.\n1. Omicron supply chain issues (domestic and abroad)\nThe most obvious obstacle for the S&P 500 is the ongoing spread of coronavirus variants, of which omicron is now the most predominant in the United States. The issue is that there's no unified global approach as to how best to curtail omicron. Whereas some countries are now mandating vaccines, others are imposing few restrictions, if any.\nWith a wide variance of mitigation measures being deployed, the single greatest risk to Wall Street is continued or brand-new supply chain issues. From tech and consumer goods to industrial companies, most sectors are at risk of operating shortfalls if global logistics continue to be tied into knots by the pandemic.\n2. QE winding down\nAnother fairly obvious high-risk factor for Wall Street is the Federal Reserve going on the offensive against inflation. As a reminder, the Consumer Price Index for all Urban Consumers (CPI-U) rose 6.8% in November, which marked a 39-year high for inflation.\nEarlier this month, Federal Reserve Chairman Jerome Powell announced that the nation's central bank would expedite the winding down of its quantitative easing (QE) program. QE is the umbrella program responsible for buying long-term Treasury bonds (buying T-bonds pushes up their price and weighs down long-term yields) and mortgage-backed securities.\nReduced bond buying should equate to higher borrowing rates, which in turn can slow the growth potential of previously fast-paced stocks.\n3. Margin calls\nWall Street should also be deeply concerned about rapidly rising levels of margin debt, which is the amount of money that's been borrowed by institutions or investors with interest to purchase or short-sell securities.\nOver time, it's perfectly normal for the nominal amount of outstanding margin debt to climb. But since the March 2020 low, the amount of outstanding margin debt has come close to doubling, and now sits at nearly $919 billion, according to November data from the independent Financial Industry Regulatory Authority.\nThere have only been three instances in the last 26 years where margin debt outstanding rose by at least 60% in a single year. It happened just months before the dot-com bubble burst, almost immediately ahead of the financial crisis, and in 2021. If stocks drift lower to begin the year, a margin-call wave could really accelerate things to the downside.\n4. Sector rotation\nSometimes, the stock market dives for purely benign reasons. One such possibility is if we witness sector rotation in January. Sector rotation refers to investors moving money from one sector of the market to another.\nOn the surface, you'd think a broad-based index like the S&P 500 wouldn't be fazed by sector rotation. But it's no secret that growth stocks in the technology and healthcare sectors have been primarily leading this rally from the March 2020 bear market bottom. Now that we're well past the one-year mark since this bottom, it wouldn't be all that surprising to see investors locking in some profits on companies with valuation premiums and migrating some of their cash to safer/value investments or dividend plays.\nIf investors do begin to choose value and dividends over growth stocks, there's little question the market-cap-weighted S&P 500 will find itself under pressure.\n5. Meme stock reversion\nA fifth reason the stock market could crash in January is the potential for a dive in meme stocks, such as AMC Entertainment Holdings and GameStop.\nEven though these are grossly overvalued companies that have become detached from their respectively poor operating performances, the Fed noted in its semiannual Financial Stability Report that near- and long-term risks exist with the way young and novice investors have been putting their money to work.\nIn particular, the report highlights that households invested in these social-media-driven stocks tend to have more-leveraged balance sheets. If common sense prevails and these bubble-like stocks begin to deflate, these leveraged investors may have no choice but to retreat, leading to increased market volatility.\n6. Valuation\nEven though valuation is rarely ever enough, by itself, to send the S&P 500 screaming lower, historic precedents do suggest Wall Street may be in trouble come January.\nAs of the closing bell on Dec. 21, the S&P 500's Shiller price-to-earnings (P/E) ratio was 39. The Shiller P/E takes into account inflation-adjusted earnings over the past 10 years. Though the Shiller P/E multiple for the S&P 500 has risen a bit since the advent of the internet in the mid-1990s, the current Shiller P/E is more than double its 151-year average of 16.9.\nWhat's far more worrisome is that the S&P 500 has declined at least 20% in each of the previous four instances when the Shiller P/E surpassed 30. Wall Street simply doesn't have a good track record of supporting extreme valuations for long periods of time.\n7. History makes its presence felt\nLastly, investors can look to history as another reason to be concerned about the broader market.\nSince 1960, there have been nine bear market declines (20% or more) for the S&P 500. Following each of the previous eight bear market bottoms (i.e., not including the coronavirus crash), the S&P 500 underwent either one or two double-digit percentage declines in the subsequent 36 months. We're now 21 months removed from the March 2020 bear market low and haven't come close to a double-digit correction in the broad-market index.\nKeep in mind that if a stock market crash or correction does occur in January, it would represent a fantastic buying opportunity for long-term investors. Just be aware that crashes and corrections are the price of admission to one of the world's greatest wealth creators.","news_type":1},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699239209,"gmtCreate":1639804267663,"gmtModify":1639804267663,"author":{"id":"3586948138954500","authorId":"3586948138954500","name":"GraceC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586948138954500","authorIdStr":"3586948138954500"},"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/699239209","repostId":"1122651573","repostType":4,"repost":{"id":"1122651573","kind":"news","pubTimestamp":1639800058,"share":"https://www.laohu8.com/m/news/1122651573?lang=&edition=full","pubTime":"2021-12-18 12:00","market":"us","language":"en","title":"1 Unstoppable Stock to Buy Before 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1122651573","media":"Motley Fool","summary":"Salesforce.com is one of the largest enterprise software companies, and it's led the customer relati","content":"<p><a href=\"https://laohu8.com/S/CRM\"><b>Salesforce.com</b></a> is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.</p>\n<p>It also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.</p>\n<p>Additionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.</p>\n<p>They were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watching<i>Beat and Raise</i>show in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.</p>\n<p>One of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.</p>\n<p>I mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.</p>\n<p>The financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.</p>\n<p>Just to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.</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>1 Unstoppable Stock to Buy Before 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n1 Unstoppable Stock to Buy Before 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-18 12:00 GMT+8 <a href=https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Salesforce.com is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/12/17/1-unstoppable-stock-to-buy-before-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122651573","content_text":"Salesforce.com is one of the largest enterprise software companies, and it's led the customer relationship management (CRM) industry for eight consecutive years. As businesses continue to struggle with macroeconomic headwinds related labor shortages and supply chain disruptions, staying on good terms with customers will be crucial.\nIt also includes tools for analytics, data integration, low-code application development. So it really is this end-to-end solution. The goal is to give businesses the tools they need to attract leads, convert those leads into paying customers, and then build lasting relationships with those customers.\nAdditionally, Salesforce has this platform called Einstein, which is essentially an artificial intelligence layer that supercharges all of its other applications. For instance, Einstein help sales agents forecast conversion rates and prioritize the most promising leads, so it drives efficiency there. It helps commerce teams personalize the buyer experience and make relevant product recommendations on an e-commerce storefront. And I think that capacity for innovation is one of Salesforce's strongest assets.\nThey were a pioneer in modern CRM. They were one of the first companies to deliver software from the cloud. They jumped on artificial intelligence quickly. Their platform even supports blockchain technology. They continue to stay at the cutting edge of these technologies. I think that's important. I mentioned in an earlier question, the CEO, Marc Benioff, he founded the company back in 1999. This would be a company where if Marc Benioff suddenly left, I would be concerned about Salesforce. If you were watchingBeat and Raiseshow in the previous hour, the company actually named Bret Taylor a co-CEO. He will be working alongside Marc Benioff, and I think that's a great succession plan. Brian Withers and I were talking about that. It's good to see the company planning for the future.\nOne of the reasons I really like Salesforce, and I think they could do well during the holiday season, is that their software is relevant across virtually every industry. Building those customer relationships is important no matter of what you're selling or what industry you're in. Maintaining a strong relationship with your customers is important. I think -- given the current macroeconomic headwinds with supply chain difficulties, and labor shortages, and inflation, all of those things that may be headwinds for consumers -- I think maintaining those relationships is even more important than it normally is. And Salesforce is the clear leader here. The company has 19.5% market share in the CRM space. That is more than the next four competitors combined. Just a real dominant company.\nI mentioned they have that innovative, founder-led management team. This is another company with a strong workplace culture. If you look at Glassdoor, 89% of employees would recommend the company to a friend, 96% approve of the CEO, Marc Benioff. I think that speaks very highly of the type of workplace environment they've created.\nThe financial performance is consistently impressive. Over the past year -- this is through the second quarter, this does not include the results that Salesforce just released two hours ago --. but through the second quarter, the company's revenue was $23.5 billion, up 21%. They generated $5.5 billion in free cash flow; that was up 57%.\nJust to cap all that, Salesforce is, in terms of enterprise software companies, it is the fastest-growing enterprise software company in history. It was the first to reach $5 billion in annualized revenue. It was the first to reach $10 billion. It recently became the first to reach $20 billion, and Benioff has said the company will reach $50 billion, I believe, by 2026. If that happens on that timeline, it will also be the first company to achieve that milestone. It will be the fastest company to achieve that milestone. An enormous company, but I still think there's plenty of potential here for shareholders, and I certainly think the holiday season could be a short-term catalyst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150340444,"gmtCreate":1624888332088,"gmtModify":1633947476712,"author":{"id":"3586948138954500","authorId":"3586948138954500","name":"GraceC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586948138954500","authorIdStr":"3586948138954500"},"themes":[],"htmlText":"like and comment pleaase","listText":"like and comment pleaase","text":"like and comment pleaase","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150340444","repostId":"1126948010","repostType":4,"repost":{"id":"1126948010","kind":"news","pubTimestamp":1624885441,"share":"https://www.laohu8.com/m/news/1126948010?lang=&edition=full","pubTime":"2021-06-28 21:04","market":"hk","language":"zh","title":"华为再发声：绝不造车，1%都不行！两大原因曝光！","url":"https://stock-news.laohu8.com/highlight/detail?id=1126948010","media":" e公司 ","summary":"6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。\n据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的","content":"<p>6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。</p>\n<p>据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的重要客户产生直接竞争。</p>\n<p><b>华为：汽车和手机终端不同</b></p>\n<p>6月28日，在由中国电动汽车百人会与长城汽车联合举办的“新机遇新生态——中国汽车产业发展高峰论坛”上，华为技术有限公司华为智能汽车解决方案BUMarketing与销售服务部总裁迟林春表示，华为之所以不造车，有多重考虑。</p>\n<p>迟林春再次解释了华为不造车的原因。他表示：华为之所以不造车，有多重考虑。华为的ICT业务在欧洲市场有巨大的商业利益存在，其中，德国是华为ICT业务最重要的市场，而德国的支柱产业是汽车产业，如果华为造车，就会和当地车企产生直接的竞争。</p>\n<p>此外，造车需要巨大的资本。迟林春特别强调，汽车与手机终端很不同，目前华为还不具备造车的实力，同时华为也不会控股和投资任何汽车企业，哪怕1%。</p>\n<p>目前，华为已深度涉足了智能汽车关键领域。从生产制造智能汽车的零部件，到联手北汽、长安、广汽打造HUAWEI inside的全新商业模式，再到华为利用自己的渠道销售赛力斯车型，华为汽车局已经越来越深入，可以从传感器到算力平台，芯片，操作系统等可以为车企提供丰富的解决方案。</p>\n<p>6月18日2021中国汽车论坛上，华为智能汽车解决方案BU总裁王军在大会上做“加速汽车数字化转型”的主题发言。他在演讲中提到，华为将始终坚持平台+生态的战略，并进一步加大在生态领域的投入，重点围绕MDC（移动数据中心）、HarmonyOS（鸿蒙操作系统）座舱和数字平台构建合作生态圈。</p>\n<p>目前，HarmonyOS已经应用于车机上，据王军介绍，汽车的座舱系统有“多外设、多用户、多应用、多并发、安全以及快速启动“等场景化的需求，华为在HarmonyOS上增量开发了12个车机子系统和5大业务增强能力，包括一芯多屏、车规高可靠、多业务并发、窗口自适应、基础能力组件，是一款真正面向智能座舱的操作系统，可以大幅减少伙伴的开发工作量和成本，使能智能座舱快速开发。基于HarmonyOS车机系统，华为已经与80多家软硬件伙伴们展开深度合作。</p>\n<p>此前在对外解释华为不造车的经营理念时，华为曾透露，希望成为中国智能汽车产业世界级的零部件及软件供应商，更接近于中国智能汽车博世”的定位。</p>\n<p><b>小康股份年内暴涨339%</b></p>\n<p>关于华为到底会不会杀入汽车行业、会不会造车的猜测和传言近年来，一直是行业里的一个大热点。</p>\n<p>早在2018年，华为就针对华为是否造车这件事有关相关决议，华为董事常委会决议【2018】139号《关于应对宏观风险的相关策略的决议》就明确：华为不造车，但我们聚焦ICT技术，帮助车企造好车。</p>\n<p>2020年10月26日，针对外部和内部对华为是否造车的各种意见，华为做出《关于智能汽车部件业务管理的决议》，再次向内部、更是向外部（车企等合作伙伴）做出“华为不造车”的明确表态。</p>\n<p>该决议提到，这两年来，尽管外部环境在不断变化，但我们要清楚，打造ICT基础设施才是华为公司肩负的历史使命，越是在艰苦时期，越不能动摇。因此公司再一次重申：华为不造整车，而是聚焦ICT技术，帮助车企造好车，造好车，成为智能网联汽车的增量部件提供商。决议里最“抢眼”的是第三条：以后谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。</p>\n<p>4月29日，有媒体报道，华为正在与小康股份洽谈收购重庆金康新能源汽车控股权，此举将使华为能够制造带有自己品牌的智能汽车。此外，华为还寻求控制北汽蓝谷新能源科技旗下电动车品牌ARCFOX，据悉有望最快在7月敲定交易。华为和小康股份没有立即回应置评请求。</p>\n<p>对此，北汽极狐方面人士表示，没有此事，华为相关人士也在早些时候回应称：“没有此事。华为在与北汽极狐品牌的合作中，以Huawei Inside模式提供全栈智能汽车解决方案，在该模式下，双方推出首款车型极狐阿尔法S华为HI版，该车型已在上海车展亮相，华为的角色是部件供应商。”</p>\n<p>2021年5月24日，华为公司对外发布声明，重申华为不造车。声明表示，有关华为造车的不实传言，公司发言人已多次予以澄清。华为不造车这一长期战略在2018年就已明确，没有任何改变。</p>\n<p>华为方面表示，他们认为产业界需要的不是华为品牌汽车，而是华为三十多年积累的ICT技术能力，来帮助车企造好面向未来的车，即为车企提供基于华为ICT能力的智能网联汽车部件。</p>\n<p>“至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。以后，凡是议论上说华为造车，或者参股汽车制造行业，均为谣言，勿轻信。”华为表示，华为选择了北汽、长安和广汽三家车企作为战略合作伙伴，支持它们打造各自子品牌。用了华为自动驾驶解决方案的车，经华为授权才可以使用HI标识，代表Huawei Inside。</p>\n<p>华为称，关于华为与重庆小康集团旗下的金康赛力斯的合作，华为是赛力斯SF5的电动部件和HiCar座舱部件的供应商。同时为了解决华为授权手机零售店在华为手机大幅减少情况下的生存问题，华为支持部分零售店来销售此款车，零售店可以获得相应收益。</p>\n<p>尽管如此，与华为合作的相关概念股依然走势坚挺。6月28日，长安汽车、广汽集团、北汽蓝谷分别收盘涨1%、3%、0.2%。今年以来，小康股份、北汽蓝谷、长安汽车、广汽集团分别累计上涨339%、71.97%、22%、2%。</p>\n<p>其中小康股份与华为的合作模式主要为华为帮助小康股份卖车：赛力斯华为智选SF5车型，该款车型搭载了华为DriveONE三合一电驱系统、HUAWEIHiCar、HUAWEISound等零部件。</p>","source":"LHCJ1","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华为再发声：绝不造车，1%都不行！两大原因曝光！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 21:04 北京时间 <a href=https://mp.weixin.qq.com/s/nINhaEntSz4qhX4jm6_JlQ><strong> e公司 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。\n据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的重要客户产生直接竞争。\n华为：汽车和手机终端不同\n6月28日，在由中国电动汽车百人会与长城汽车联合举办的“新机遇新生态——中国汽车产业发展高峰论坛”上，华为技术有限公司华为智能汽车解决方案...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/nINhaEntSz4qhX4jm6_JlQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f0607d088fd08637f4d6d330897aafb","relate_stocks":{"601127":"赛力斯"},"source_url":"https://mp.weixin.qq.com/s/nINhaEntSz4qhX4jm6_JlQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126948010","content_text":"6月28日，华为方面重申不造车，且不投资任何车企，哪怕1%都不行。\n据了解，这是华为方面第八次申明不造车，但这一次，华为方面最新揭秘了不造车的两大重要原因：一是不具备造车实力，二是造车会对华为在海外的重要客户产生直接竞争。\n华为：汽车和手机终端不同\n6月28日，在由中国电动汽车百人会与长城汽车联合举办的“新机遇新生态——中国汽车产业发展高峰论坛”上，华为技术有限公司华为智能汽车解决方案BUMarketing与销售服务部总裁迟林春表示，华为之所以不造车，有多重考虑。\n迟林春再次解释了华为不造车的原因。他表示：华为之所以不造车，有多重考虑。华为的ICT业务在欧洲市场有巨大的商业利益存在，其中，德国是华为ICT业务最重要的市场，而德国的支柱产业是汽车产业，如果华为造车，就会和当地车企产生直接的竞争。\n此外，造车需要巨大的资本。迟林春特别强调，汽车与手机终端很不同，目前华为还不具备造车的实力，同时华为也不会控股和投资任何汽车企业，哪怕1%。\n目前，华为已深度涉足了智能汽车关键领域。从生产制造智能汽车的零部件，到联手北汽、长安、广汽打造HUAWEI inside的全新商业模式，再到华为利用自己的渠道销售赛力斯车型，华为汽车局已经越来越深入，可以从传感器到算力平台，芯片，操作系统等可以为车企提供丰富的解决方案。\n6月18日2021中国汽车论坛上，华为智能汽车解决方案BU总裁王军在大会上做“加速汽车数字化转型”的主题发言。他在演讲中提到，华为将始终坚持平台+生态的战略，并进一步加大在生态领域的投入，重点围绕MDC（移动数据中心）、HarmonyOS（鸿蒙操作系统）座舱和数字平台构建合作生态圈。\n目前，HarmonyOS已经应用于车机上，据王军介绍，汽车的座舱系统有“多外设、多用户、多应用、多并发、安全以及快速启动“等场景化的需求，华为在HarmonyOS上增量开发了12个车机子系统和5大业务增强能力，包括一芯多屏、车规高可靠、多业务并发、窗口自适应、基础能力组件，是一款真正面向智能座舱的操作系统，可以大幅减少伙伴的开发工作量和成本，使能智能座舱快速开发。基于HarmonyOS车机系统，华为已经与80多家软硬件伙伴们展开深度合作。\n此前在对外解释华为不造车的经营理念时，华为曾透露，希望成为中国智能汽车产业世界级的零部件及软件供应商，更接近于中国智能汽车博世”的定位。\n小康股份年内暴涨339%\n关于华为到底会不会杀入汽车行业、会不会造车的猜测和传言近年来，一直是行业里的一个大热点。\n早在2018年，华为就针对华为是否造车这件事有关相关决议，华为董事常委会决议【2018】139号《关于应对宏观风险的相关策略的决议》就明确：华为不造车，但我们聚焦ICT技术，帮助车企造好车。\n2020年10月26日，针对外部和内部对华为是否造车的各种意见，华为做出《关于智能汽车部件业务管理的决议》，再次向内部、更是向外部（车企等合作伙伴）做出“华为不造车”的明确表态。\n该决议提到，这两年来，尽管外部环境在不断变化，但我们要清楚，打造ICT基础设施才是华为公司肩负的历史使命，越是在艰苦时期，越不能动摇。因此公司再一次重申：华为不造整车，而是聚焦ICT技术，帮助车企造好车，造好车，成为智能网联汽车的增量部件提供商。决议里最“抢眼”的是第三条：以后谁再建言造车，干扰公司，可调离岗位，另外寻找岗位。\n4月29日，有媒体报道，华为正在与小康股份洽谈收购重庆金康新能源汽车控股权，此举将使华为能够制造带有自己品牌的智能汽车。此外，华为还寻求控制北汽蓝谷新能源科技旗下电动车品牌ARCFOX，据悉有望最快在7月敲定交易。华为和小康股份没有立即回应置评请求。\n对此，北汽极狐方面人士表示，没有此事，华为相关人士也在早些时候回应称：“没有此事。华为在与北汽极狐品牌的合作中，以Huawei Inside模式提供全栈智能汽车解决方案，在该模式下，双方推出首款车型极狐阿尔法S华为HI版，该车型已在上海车展亮相，华为的角色是部件供应商。”\n2021年5月24日，华为公司对外发布声明，重申华为不造车。声明表示，有关华为造车的不实传言，公司发言人已多次予以澄清。华为不造车这一长期战略在2018年就已明确，没有任何改变。\n华为方面表示，他们认为产业界需要的不是华为品牌汽车，而是华为三十多年积累的ICT技术能力，来帮助车企造好面向未来的车，即为车企提供基于华为ICT能力的智能网联汽车部件。\n“至今为止，华为并未投资任何车企。未来也不会投资任何车企，更不会控股、参股。以后，凡是议论上说华为造车，或者参股汽车制造行业，均为谣言，勿轻信。”华为表示，华为选择了北汽、长安和广汽三家车企作为战略合作伙伴，支持它们打造各自子品牌。用了华为自动驾驶解决方案的车，经华为授权才可以使用HI标识，代表Huawei Inside。\n华为称，关于华为与重庆小康集团旗下的金康赛力斯的合作，华为是赛力斯SF5的电动部件和HiCar座舱部件的供应商。同时为了解决华为授权手机零售店在华为手机大幅减少情况下的生存问题，华为支持部分零售店来销售此款车，零售店可以获得相应收益。\n尽管如此，与华为合作的相关概念股依然走势坚挺。6月28日，长安汽车、广汽集团、北汽蓝谷分别收盘涨1%、3%、0.2%。今年以来，小康股份、北汽蓝谷、长安汽车、广汽集团分别累计上涨339%、71.97%、22%、2%。\n其中小康股份与华为的合作模式主要为华为帮助小康股份卖车：赛力斯华为智选SF5车型，该款车型搭载了华为DriveONE三合一电驱系统、HUAWEIHiCar、HUAWEISound等零部件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
