Totoroido的个人主页 - 老虎社区

Totoroido

Totoroido

暂无个人介绍

IP属地：未知

145关注

9粉丝

0主题

0勋章

2021-11-23

Ok

Nasdaq and S&P 500 end down after hitting record highs

2021-10-13

Ok

Apple Finally Falls Victim to Never-Ending Supply Chain Crisis

2021-10-08

👍🏻

September Payrolls Preview: It Will Be A Beat, The Question Is How Big

2021-10-03

Ok

Big Tech’s Stock Market Leadership Is Threatened By Rising Rates

2021-08-29

好

This Unloved Tech Stock Could Make You Rich One Day

2021-10-13

Great

JPMorgan Chase Q3 EPS $3.74 Beats $3.00 Estimate

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":4087537620314880,"uuid":"4087537620314880","gmtCreate":1624440513024,"gmtModify":1624512343820,"name":"Totoroido","pinyin":"totoroido","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":145,"tweetSize":81,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":875150192,"gmtCreate":1637627027482,"gmtModify":1637627027590,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875150192","repostId":"2185306806","repostType":4,"repost":{"id":"2185306806","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":1637620044,"share":"https://www.laohu8.com/m/news/2185306806?lang=&edition=full","pubTime":"2021-11-23 06:27","market":"us","language":"en","title":"Nasdaq and S&P 500 end down after hitting record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2185306806","media":"Reuters","summary":"* Apple hits record high, JPM sees iPhone supply improving. Nov 22  - The S&P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.The Dow Jones Industrial Average ended slightly higher.Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late ","content":"<p>* Financials rally on rate hike expectations</p>\n<p>* Higher Treasury yields pressure tech stocks</p>\n<p>* Apple hits record high, JPM sees iPhone supply improving</p>\n<p>Nov 22 (Reuters) - The S&amp;P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.</p>\n<p>The Dow Jones Industrial Average ended slightly higher.</p>\n<p>Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late in the session.</p>\n<p>Apple ended up 0.3%, its highest closing level ever, after rising over 3% earlier in the day. JPMorgan flagged possible improvements to the supply of the iPhone 13 in coming months.</p>\n<p>Microsoft ended down almost 1% after earlier rising almost 2%.</p>\n<p>\"The market is nervous. We know we have Powell, but that doesn't help with the inflation issue,\" said Dennis Dick, a trader at Bright Trading LLC. \"Under the hood, growth tech got hit all day, and then all of tech got hit at the end.\"</p>\n<p>Powell's nomination was welcomed by many investors hoping for no big changes in the Fed as it guides the economy through a recovery from the pandemic. The central bank is set to herald a return to pre-pandemic policy by end-2022.</p>\n<p>Fed Governor Lael Brainard, who was the other top candidate for the job, will be vice chair, the White House said.</p>\n<p>\"Markets like predictability. ... While Brainard may have been a fine choice, the markets would not know what to expect from her even though the general consensus was that it meant lower rates for longer,\" said Randy Frederick, managing director of trading and derivatives at Charles Schwab in Austin, Texas.</p>\n<p>The S&amp;P 500 banks index rallied 2%, tracking a surge in Treasury yields as investors priced in policy tightening by the first half of 2022. Wells Fargo &amp; Co rose over 3% and was among the strongest major Wall Street banks.</p>\n<p>Futures contracts tied to the Fed's policy rate indicated that money markets are now expecting the U.S. central bank to raise interest rates by 25 basis points by next June versus a previous estimate of July.</p>\n<p>The Dow Jones Industrial Average rose 0.05% to end at 35,619.25 points, while the S&amp;P 500 lost 0.32% to 4,682.94.</p>\n<p>The Nasdaq Composite dropped 1.26% to 15,854.76.</p>\n<p>The S&amp;P 500 value index climbed 0.6%, strongly outperforming the S&amp;P 500 growth index's 1% dip.</p>\n<p>In extended trade, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications fell 3% after the video-conferencing company posted quarterly revenue that beat expectations.</p>\n<p>Investors were awaiting a slew of economic data this week, including IHS business activity readings, personal consumption expenditure, and minutes of the Fed's latest meeting.</p>\n<p>In Monday's session, Amazon fell 2.8% and Alphabet declined 1.8%, both weighing heavily on the Nasdaq.</p>\n<p>Tesla Inc gained 1.7% after CEO Elon Musk tweeted that the Model S Plaid will \"probably\" be coming to China around March. The stock has almost recovered from a steep selloff earlier this month that started after Musk polled <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> users about whether he should sell some of his shares in the electric car maker.</p>\n<p>Activision Blizzard slipped 0.3% after a media report that the video game publisher's chief executive, Bobby Kotick, would consider leaving if he could not quickly address concerns about company culture.</p>\n<p>The S&amp;P 500 has now gained about 25% in 2021, while the Nasdaq is up 23%.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 138 new highs and 507 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, compared with the 11.1 billion average for the full session over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq and S&P 500 end down after hitting record highs</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\">\nNasdaq and S&P 500 end down after hitting record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-11-23 06:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Financials rally on rate hike expectations</p>\n<p>* Higher Treasury yields pressure tech stocks</p>\n<p>* Apple hits record high, JPM sees iPhone supply improving</p>\n<p>Nov 22 (Reuters) - The S&amp;P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.</p>\n<p>The Dow Jones Industrial Average ended slightly higher.</p>\n<p>Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late in the session.</p>\n<p>Apple ended up 0.3%, its highest closing level ever, after rising over 3% earlier in the day. JPMorgan flagged possible improvements to the supply of the iPhone 13 in coming months.</p>\n<p>Microsoft ended down almost 1% after earlier rising almost 2%.</p>\n<p>\"The market is nervous. We know we have Powell, but that doesn't help with the inflation issue,\" said Dennis Dick, a trader at Bright Trading LLC. \"Under the hood, growth tech got hit all day, and then all of tech got hit at the end.\"</p>\n<p>Powell's nomination was welcomed by many investors hoping for no big changes in the Fed as it guides the economy through a recovery from the pandemic. The central bank is set to herald a return to pre-pandemic policy by end-2022.</p>\n<p>Fed Governor Lael Brainard, who was the other top candidate for the job, will be vice chair, the White House said.</p>\n<p>\"Markets like predictability. ... While Brainard may have been a fine choice, the markets would not know what to expect from her even though the general consensus was that it meant lower rates for longer,\" said Randy Frederick, managing director of trading and derivatives at Charles Schwab in Austin, Texas.</p>\n<p>The S&amp;P 500 banks index rallied 2%, tracking a surge in Treasury yields as investors priced in policy tightening by the first half of 2022. Wells Fargo &amp; Co rose over 3% and was among the strongest major Wall Street banks.</p>\n<p>Futures contracts tied to the Fed's policy rate indicated that money markets are now expecting the U.S. central bank to raise interest rates by 25 basis points by next June versus a previous estimate of July.</p>\n<p>The Dow Jones Industrial Average rose 0.05% to end at 35,619.25 points, while the S&amp;P 500 lost 0.32% to 4,682.94.</p>\n<p>The Nasdaq Composite dropped 1.26% to 15,854.76.</p>\n<p>The S&amp;P 500 value index climbed 0.6%, strongly outperforming the S&amp;P 500 growth index's 1% dip.</p>\n<p>In extended trade, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications fell 3% after the video-conferencing company posted quarterly revenue that beat expectations.</p>\n<p>Investors were awaiting a slew of economic data this week, including IHS business activity readings, personal consumption expenditure, and minutes of the Fed's latest meeting.</p>\n<p>In Monday's session, Amazon fell 2.8% and Alphabet declined 1.8%, both weighing heavily on the Nasdaq.</p>\n<p>Tesla Inc gained 1.7% after CEO Elon Musk tweeted that the Model S Plaid will \"probably\" be coming to China around March. The stock has almost recovered from a steep selloff earlier this month that started after Musk polled <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> users about whether he should sell some of his shares in the electric car maker.</p>\n<p>Activision Blizzard slipped 0.3% after a media report that the video game publisher's chief executive, Bobby Kotick, would consider leaving if he could not quickly address concerns about company culture.</p>\n<p>The S&amp;P 500 has now gained about 25% in 2021, while the Nasdaq is up 23%.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 138 new highs and 507 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, compared with the 11.1 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ZM":"Zoom","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","MSFT":"微软","BK4534":"瑞士信贷持仓","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","COMP":"Compass, Inc.","BK4559":"巴菲特持仓","AAPL":"苹果","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SSO":"两倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185306806","content_text":"* Financials rally on rate hike expectations\n* Higher Treasury yields pressure tech stocks\n* Apple hits record high, JPM sees iPhone supply improving\nNov 22 (Reuters) - The S&P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.\nThe Dow Jones Industrial Average ended slightly higher.\nClimbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late in the session.\nApple ended up 0.3%, its highest closing level ever, after rising over 3% earlier in the day. JPMorgan flagged possible improvements to the supply of the iPhone 13 in coming months.\nMicrosoft ended down almost 1% after earlier rising almost 2%.\n\"The market is nervous. We know we have Powell, but that doesn't help with the inflation issue,\" said Dennis Dick, a trader at Bright Trading LLC. \"Under the hood, growth tech got hit all day, and then all of tech got hit at the end.\"\nPowell's nomination was welcomed by many investors hoping for no big changes in the Fed as it guides the economy through a recovery from the pandemic. The central bank is set to herald a return to pre-pandemic policy by end-2022.\nFed Governor Lael Brainard, who was the other top candidate for the job, will be vice chair, the White House said.\n\"Markets like predictability. ... While Brainard may have been a fine choice, the markets would not know what to expect from her even though the general consensus was that it meant lower rates for longer,\" said Randy Frederick, managing director of trading and derivatives at Charles Schwab in Austin, Texas.\nThe S&P 500 banks index rallied 2%, tracking a surge in Treasury yields as investors priced in policy tightening by the first half of 2022. Wells Fargo & Co rose over 3% and was among the strongest major Wall Street banks.\nFutures contracts tied to the Fed's policy rate indicated that money markets are now expecting the U.S. central bank to raise interest rates by 25 basis points by next June versus a previous estimate of July.\nThe Dow Jones Industrial Average rose 0.05% to end at 35,619.25 points, while the S&P 500 lost 0.32% to 4,682.94.\nThe Nasdaq Composite dropped 1.26% to 15,854.76.\nThe S&P 500 value index climbed 0.6%, strongly outperforming the S&P 500 growth index's 1% dip.\nIn extended trade, Zoom Video Communications fell 3% after the video-conferencing company posted quarterly revenue that beat expectations.\nInvestors were awaiting a slew of economic data this week, including IHS business activity readings, personal consumption expenditure, and minutes of the Fed's latest meeting.\nIn Monday's session, Amazon fell 2.8% and Alphabet declined 1.8%, both weighing heavily on the Nasdaq.\nTesla Inc gained 1.7% after CEO Elon Musk tweeted that the Model S Plaid will \"probably\" be coming to China around March. The stock has almost recovered from a steep selloff earlier this month that started after Musk polled Twitter users about whether he should sell some of his shares in the electric car maker.\nActivision Blizzard slipped 0.3% after a media report that the video game publisher's chief executive, Bobby Kotick, would consider leaving if he could not quickly address concerns about company culture.\nThe S&P 500 has now gained about 25% in 2021, while the Nasdaq is up 23%.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored decliners.\nThe S&P 500 posted 52 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 138 new highs and 507 new lows.\nVolume on U.S. exchanges was 11.6 billion shares, compared with the 11.1 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822692057,"gmtCreate":1634123167954,"gmtModify":1634123168074,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822692057","repostId":"2175152592","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822696847,"gmtCreate":1634123126758,"gmtModify":1634123126876,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822696847","repostId":"1182958686","repostType":4,"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821042246,"gmtCreate":1633680166579,"gmtModify":1633680213724,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821042246","repostId":"1135993400","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867803327,"gmtCreate":1633232511107,"gmtModify":1633232512729,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867803327","repostId":"2172964606","repostType":4,"repost":{"id":"2172964606","pubTimestamp":1633229798,"share":"https://www.laohu8.com/m/news/2172964606?lang=&edition=full","pubTime":"2021-10-03 10:56","market":"us","language":"en","title":"Big Tech’s Stock Market Leadership Is Threatened By Rising Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2172964606","media":"Bloomberg","summary":"(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and ri","content":"<p>(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.</p>\n<p>Most Read from Bloomberg</p>\n<ul>\n <li>Wall Street Titans Warn of the Next Big Risks for Investors</li>\n <li>An Unapologetic Old Boys’ Network Is Costing Australia Billions</li>\n <li>The Unstoppable Appeal of Highway Expansion</li>\n <li>The Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought</li>\n <li>Reshaped by Crisis, an&nbsp;‘Anti-Biennial’ Reimagines Chicago</li>\n</ul>\n<p>Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., the five largest U.S. companies, have delivered reliable outsized gains to shareholders for years. This week was different, as a selloff erased more than $300 billion from their combined market value and sent the Nasdaq 100 to its worst week since late February.</p>\n<p>The reason? A sudden spike in Treasury yields that sent tremors through Wall Street, causing investors to flee stocks with the highest valuations because their distant earnings gains will be less valuable as rates rise. The moves exposed a rare vulnerability for tech giants, whose strong balance sheets, powerful profit engines and steady business models have kept them going through periods of tumult and transformed them into a quasi-safety trade.</p>\n<p>“Their Achilles heel is higher rates,” said Mike Mullaney, director of global market research at Boston Partners.</p>\n<p>Surprising Speed</p>\n<p>Investors have been warning for months that U.S. bond yields were bound to rise with inflation climbing and the Federal Reserve preparing to rein in its asset purchases aimed at stimulating the economy. Now that those predictions are starting to come true, the big question on Wall Street is what kind of bond-market action could trigger more bleeding.</p>\n<p>The 10-year Treasury yield rose above 1.5% on Monday, the first time it’s done so since June, and settled at 1.47% on Friday. Those rates are used to discount the value of future cash flows. The higher the yields go, the less those profits are worth now.</p>\n<p>For Ted Mortonson, a technology strategist at Baird, the next important level to watch is the March closing high of 1.74%. A roughly 50 basis point advance in the yield in February helped fuel an 11% swoon in the Nasdaq 100 Stock Index and revisiting that level could play out in a similar fashion, he said.</p>\n<p>“A lot of people are going to be making some major changes to their portfolios” if yields push past those levels, he said in an interview. “Money is going to keep rotating out of tech.”</p>\n<p>Others argue the speed of the advance is the most critical factor. After trading in a roughly 10 basis point range for most of the past two months, the 10-year yield jumped more than 20 basis points in four days beginning on Sept. 23.</p>\n<p>“The sharpness of the move on the Treasury yield caught the market off guard,” Keith Lerner, co-chief investment officer at Truist Advisory Services, said in an interview. He thinks it’s only a matter of time until the 10-year yield tests its March high. “The general direction is still higher, which I think means that tech will continue to struggle,” he said.</p>\n<p>Go For Growth</p>\n<p>Of course, Wall Street remains overwhelmingly bullish on megacap tech. All 58 analysts who cover Amazon.com have buy ratings, despite the fact that its shares are now flat for the year. Apple, the second worst-performer in the group with a 7.5% advance since the start of the year, has buy ratings from three-quarters of analysts.</p>\n<p>The five companies are each projected to report quarterly revenue growth of 16% or more in the upcoming earnings season, according to the average of analyst estimates compiled by Bloomberg. In particular, Apple, Alphabet and Facebook are expected to post more than 30% increases in revenues from the same period a year ago.</p>\n<p>It’s that growth and earnings power that will continue to draw investors to tech megacaps even with higher interest rates, according to Anthony Saglimbene, global market strategist at Ameriprise Financial. He’s been advising clients to buy quality technology stocks on pullbacks. Many investors did just that on Friday, sending Microsoft and Alphabet shares up more than 2%.</p>\n<p>Boston Partners’ Mullaney agrees to an extent, pointing out that big technology stocks have delivered profits that justify their lofty valuations and can continue to outperform even with higher rates if economic growth starts to wane.</p>\n<p>“When people get scared about growth, they buy tech,” he said. “That is where you want to go for pure growth.”</p>","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>Big Tech’s Stock Market Leadership Is Threatened By Rising Rates</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\">\nBig Tech’s Stock Market Leadership Is Threatened By Rising Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.\nMost ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c385ae509a8a1f0b4baeb499e3e1e69a","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172964606","content_text":"(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.\nMost Read from Bloomberg\n\nWall Street Titans Warn of the Next Big Risks for Investors\nAn Unapologetic Old Boys’ Network Is Costing Australia Billions\nThe Unstoppable Appeal of Highway Expansion\nThe Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought\nReshaped by Crisis, an ‘Anti-Biennial’ Reimagines Chicago\n\nApple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc., the five largest U.S. companies, have delivered reliable outsized gains to shareholders for years. This week was different, as a selloff erased more than $300 billion from their combined market value and sent the Nasdaq 100 to its worst week since late February.\nThe reason? A sudden spike in Treasury yields that sent tremors through Wall Street, causing investors to flee stocks with the highest valuations because their distant earnings gains will be less valuable as rates rise. The moves exposed a rare vulnerability for tech giants, whose strong balance sheets, powerful profit engines and steady business models have kept them going through periods of tumult and transformed them into a quasi-safety trade.\n“Their Achilles heel is higher rates,” said Mike Mullaney, director of global market research at Boston Partners.\nSurprising Speed\nInvestors have been warning for months that U.S. bond yields were bound to rise with inflation climbing and the Federal Reserve preparing to rein in its asset purchases aimed at stimulating the economy. Now that those predictions are starting to come true, the big question on Wall Street is what kind of bond-market action could trigger more bleeding.\nThe 10-year Treasury yield rose above 1.5% on Monday, the first time it’s done so since June, and settled at 1.47% on Friday. Those rates are used to discount the value of future cash flows. The higher the yields go, the less those profits are worth now.\nFor Ted Mortonson, a technology strategist at Baird, the next important level to watch is the March closing high of 1.74%. A roughly 50 basis point advance in the yield in February helped fuel an 11% swoon in the Nasdaq 100 Stock Index and revisiting that level could play out in a similar fashion, he said.\n“A lot of people are going to be making some major changes to their portfolios” if yields push past those levels, he said in an interview. “Money is going to keep rotating out of tech.”\nOthers argue the speed of the advance is the most critical factor. After trading in a roughly 10 basis point range for most of the past two months, the 10-year yield jumped more than 20 basis points in four days beginning on Sept. 23.\n“The sharpness of the move on the Treasury yield caught the market off guard,” Keith Lerner, co-chief investment officer at Truist Advisory Services, said in an interview. He thinks it’s only a matter of time until the 10-year yield tests its March high. “The general direction is still higher, which I think means that tech will continue to struggle,” he said.\nGo For Growth\nOf course, Wall Street remains overwhelmingly bullish on megacap tech. All 58 analysts who cover Amazon.com have buy ratings, despite the fact that its shares are now flat for the year. Apple, the second worst-performer in the group with a 7.5% advance since the start of the year, has buy ratings from three-quarters of analysts.\nThe five companies are each projected to report quarterly revenue growth of 16% or more in the upcoming earnings season, according to the average of analyst estimates compiled by Bloomberg. In particular, Apple, Alphabet and Facebook are expected to post more than 30% increases in revenues from the same period a year ago.\nIt’s that growth and earnings power that will continue to draw investors to tech megacaps even with higher interest rates, according to Anthony Saglimbene, global market strategist at Ameriprise Financial. He’s been advising clients to buy quality technology stocks on pullbacks. Many investors did just that on Friday, sending Microsoft and Alphabet shares up more than 2%.\nBoston Partners’ Mullaney agrees to an extent, pointing out that big technology stocks have delivered profits that justify their lofty valuations and can continue to outperform even with higher rates if economic growth starts to wane.\n“When people get scared about growth, they buy tech,” he said. “That is where you want to go for pure growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813553888,"gmtCreate":1630217825944,"gmtModify":1704957181434,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813553888","repostId":"1129129956","repostType":4,"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":875150192,"gmtCreate":1637627027482,"gmtModify":1637627027590,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875150192","repostId":"2185306806","repostType":4,"repost":{"id":"2185306806","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":1637620044,"share":"https://www.laohu8.com/m/news/2185306806?lang=&edition=full","pubTime":"2021-11-23 06:27","market":"us","language":"en","title":"Nasdaq and S&P 500 end down after hitting record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2185306806","media":"Reuters","summary":"* Apple hits record high, JPM sees iPhone supply improving. Nov 22  - The S&P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.The Dow Jones Industrial Average ended slightly higher.Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late ","content":"<p>* Financials rally on rate hike expectations</p>\n<p>* Higher Treasury yields pressure tech stocks</p>\n<p>* Apple hits record high, JPM sees iPhone supply improving</p>\n<p>Nov 22 (Reuters) - The S&amp;P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.</p>\n<p>The Dow Jones Industrial Average ended slightly higher.</p>\n<p>Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late in the session.</p>\n<p>Apple ended up 0.3%, its highest closing level ever, after rising over 3% earlier in the day. JPMorgan flagged possible improvements to the supply of the iPhone 13 in coming months.</p>\n<p>Microsoft ended down almost 1% after earlier rising almost 2%.</p>\n<p>\"The market is nervous. We know we have Powell, but that doesn't help with the inflation issue,\" said Dennis Dick, a trader at Bright Trading LLC. \"Under the hood, growth tech got hit all day, and then all of tech got hit at the end.\"</p>\n<p>Powell's nomination was welcomed by many investors hoping for no big changes in the Fed as it guides the economy through a recovery from the pandemic. The central bank is set to herald a return to pre-pandemic policy by end-2022.</p>\n<p>Fed Governor Lael Brainard, who was the other top candidate for the job, will be vice chair, the White House said.</p>\n<p>\"Markets like predictability. ... While Brainard may have been a fine choice, the markets would not know what to expect from her even though the general consensus was that it meant lower rates for longer,\" said Randy Frederick, managing director of trading and derivatives at Charles Schwab in Austin, Texas.</p>\n<p>The S&amp;P 500 banks index rallied 2%, tracking a surge in Treasury yields as investors priced in policy tightening by the first half of 2022. Wells Fargo &amp; Co rose over 3% and was among the strongest major Wall Street banks.</p>\n<p>Futures contracts tied to the Fed's policy rate indicated that money markets are now expecting the U.S. central bank to raise interest rates by 25 basis points by next June versus a previous estimate of July.</p>\n<p>The Dow Jones Industrial Average rose 0.05% to end at 35,619.25 points, while the S&amp;P 500 lost 0.32% to 4,682.94.</p>\n<p>The Nasdaq Composite dropped 1.26% to 15,854.76.</p>\n<p>The S&amp;P 500 value index climbed 0.6%, strongly outperforming the S&amp;P 500 growth index's 1% dip.</p>\n<p>In extended trade, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications fell 3% after the video-conferencing company posted quarterly revenue that beat expectations.</p>\n<p>Investors were awaiting a slew of economic data this week, including IHS business activity readings, personal consumption expenditure, and minutes of the Fed's latest meeting.</p>\n<p>In Monday's session, Amazon fell 2.8% and Alphabet declined 1.8%, both weighing heavily on the Nasdaq.</p>\n<p>Tesla Inc gained 1.7% after CEO Elon Musk tweeted that the Model S Plaid will \"probably\" be coming to China around March. The stock has almost recovered from a steep selloff earlier this month that started after Musk polled <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> users about whether he should sell some of his shares in the electric car maker.</p>\n<p>Activision Blizzard slipped 0.3% after a media report that the video game publisher's chief executive, Bobby Kotick, would consider leaving if he could not quickly address concerns about company culture.</p>\n<p>The S&amp;P 500 has now gained about 25% in 2021, while the Nasdaq is up 23%.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 138 new highs and 507 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, compared with the 11.1 billion average for the full session over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq and S&P 500 end down after hitting record highs</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\">\nNasdaq and S&P 500 end down after hitting record highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-11-23 06:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Financials rally on rate hike expectations</p>\n<p>* Higher Treasury yields pressure tech stocks</p>\n<p>* Apple hits record high, JPM sees iPhone supply improving</p>\n<p>Nov 22 (Reuters) - The S&amp;P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.</p>\n<p>The Dow Jones Industrial Average ended slightly higher.</p>\n<p>Climbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late in the session.</p>\n<p>Apple ended up 0.3%, its highest closing level ever, after rising over 3% earlier in the day. JPMorgan flagged possible improvements to the supply of the iPhone 13 in coming months.</p>\n<p>Microsoft ended down almost 1% after earlier rising almost 2%.</p>\n<p>\"The market is nervous. We know we have Powell, but that doesn't help with the inflation issue,\" said Dennis Dick, a trader at Bright Trading LLC. \"Under the hood, growth tech got hit all day, and then all of tech got hit at the end.\"</p>\n<p>Powell's nomination was welcomed by many investors hoping for no big changes in the Fed as it guides the economy through a recovery from the pandemic. The central bank is set to herald a return to pre-pandemic policy by end-2022.</p>\n<p>Fed Governor Lael Brainard, who was the other top candidate for the job, will be vice chair, the White House said.</p>\n<p>\"Markets like predictability. ... While Brainard may have been a fine choice, the markets would not know what to expect from her even though the general consensus was that it meant lower rates for longer,\" said Randy Frederick, managing director of trading and derivatives at Charles Schwab in Austin, Texas.</p>\n<p>The S&amp;P 500 banks index rallied 2%, tracking a surge in Treasury yields as investors priced in policy tightening by the first half of 2022. Wells Fargo &amp; Co rose over 3% and was among the strongest major Wall Street banks.</p>\n<p>Futures contracts tied to the Fed's policy rate indicated that money markets are now expecting the U.S. central bank to raise interest rates by 25 basis points by next June versus a previous estimate of July.</p>\n<p>The Dow Jones Industrial Average rose 0.05% to end at 35,619.25 points, while the S&amp;P 500 lost 0.32% to 4,682.94.</p>\n<p>The Nasdaq Composite dropped 1.26% to 15,854.76.</p>\n<p>The S&amp;P 500 value index climbed 0.6%, strongly outperforming the S&amp;P 500 growth index's 1% dip.</p>\n<p>In extended trade, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications fell 3% after the video-conferencing company posted quarterly revenue that beat expectations.</p>\n<p>Investors were awaiting a slew of economic data this week, including IHS business activity readings, personal consumption expenditure, and minutes of the Fed's latest meeting.</p>\n<p>In Monday's session, Amazon fell 2.8% and Alphabet declined 1.8%, both weighing heavily on the Nasdaq.</p>\n<p>Tesla Inc gained 1.7% after CEO Elon Musk tweeted that the Model S Plaid will \"probably\" be coming to China around March. The stock has almost recovered from a steep selloff earlier this month that started after Musk polled <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> users about whether he should sell some of his shares in the electric car maker.</p>\n<p>Activision Blizzard slipped 0.3% after a media report that the video game publisher's chief executive, Bobby Kotick, would consider leaving if he could not quickly address concerns about company culture.</p>\n<p>The S&amp;P 500 has now gained about 25% in 2021, while the Nasdaq is up 23%.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 52 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 138 new highs and 507 new lows.</p>\n<p>Volume on U.S. exchanges was 11.6 billion shares, compared with the 11.1 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4504":"桥水持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ZM":"Zoom","SPXU":"三倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPY":"标普500ETF","MSFT":"微软","BK4534":"瑞士信贷持仓","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","COMP":"Compass, Inc.","BK4559":"巴菲特持仓","AAPL":"苹果","BK4550":"红杉资本持仓","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SSO":"两倍做多标普500ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2185306806","content_text":"* Financials rally on rate hike expectations\n* Higher Treasury yields pressure tech stocks\n* Apple hits record high, JPM sees iPhone supply improving\nNov 22 (Reuters) - The S&P 500 ended lower and the Nasdaq tumbled deep into negative territory on Monday after both earlier hit record highs following the announcement of a second term for Federal Reserve Chair Jerome Powell.\nThe Dow Jones Industrial Average ended slightly higher.\nClimbing Treasury yields kept tech stocks broadly lower, with holdouts including Microsoft and Apple, which many investors view as relatively safe, giving up gains late in the session.\nApple ended up 0.3%, its highest closing level ever, after rising over 3% earlier in the day. JPMorgan flagged possible improvements to the supply of the iPhone 13 in coming months.\nMicrosoft ended down almost 1% after earlier rising almost 2%.\n\"The market is nervous. We know we have Powell, but that doesn't help with the inflation issue,\" said Dennis Dick, a trader at Bright Trading LLC. \"Under the hood, growth tech got hit all day, and then all of tech got hit at the end.\"\nPowell's nomination was welcomed by many investors hoping for no big changes in the Fed as it guides the economy through a recovery from the pandemic. The central bank is set to herald a return to pre-pandemic policy by end-2022.\nFed Governor Lael Brainard, who was the other top candidate for the job, will be vice chair, the White House said.\n\"Markets like predictability. ... While Brainard may have been a fine choice, the markets would not know what to expect from her even though the general consensus was that it meant lower rates for longer,\" said Randy Frederick, managing director of trading and derivatives at Charles Schwab in Austin, Texas.\nThe S&P 500 banks index rallied 2%, tracking a surge in Treasury yields as investors priced in policy tightening by the first half of 2022. Wells Fargo & Co rose over 3% and was among the strongest major Wall Street banks.\nFutures contracts tied to the Fed's policy rate indicated that money markets are now expecting the U.S. central bank to raise interest rates by 25 basis points by next June versus a previous estimate of July.\nThe Dow Jones Industrial Average rose 0.05% to end at 35,619.25 points, while the S&P 500 lost 0.32% to 4,682.94.\nThe Nasdaq Composite dropped 1.26% to 15,854.76.\nThe S&P 500 value index climbed 0.6%, strongly outperforming the S&P 500 growth index's 1% dip.\nIn extended trade, Zoom Video Communications fell 3% after the video-conferencing company posted quarterly revenue that beat expectations.\nInvestors were awaiting a slew of economic data this week, including IHS business activity readings, personal consumption expenditure, and minutes of the Fed's latest meeting.\nIn Monday's session, Amazon fell 2.8% and Alphabet declined 1.8%, both weighing heavily on the Nasdaq.\nTesla Inc gained 1.7% after CEO Elon Musk tweeted that the Model S Plaid will \"probably\" be coming to China around March. The stock has almost recovered from a steep selloff earlier this month that started after Musk polled Twitter users about whether he should sell some of his shares in the electric car maker.\nActivision Blizzard slipped 0.3% after a media report that the video game publisher's chief executive, Bobby Kotick, would consider leaving if he could not quickly address concerns about company culture.\nThe S&P 500 has now gained about 25% in 2021, while the Nasdaq is up 23%.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.28-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored decliners.\nThe S&P 500 posted 52 new 52-week highs and 11 new lows; the Nasdaq Composite recorded 138 new highs and 507 new lows.\nVolume on U.S. exchanges was 11.6 billion shares, compared with the 11.1 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822696847,"gmtCreate":1634123126758,"gmtModify":1634123126876,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822696847","repostId":"1182958686","repostType":4,"repost":{"id":"1182958686","pubTimestamp":1634121833,"share":"https://www.laohu8.com/m/news/1182958686?lang=&edition=full","pubTime":"2021-10-13 18:43","market":"us","language":"en","title":"Apple Finally Falls Victim to Never-Ending Supply Chain Crisis","url":"https://stock-news.laohu8.com/highlight/detail?id=1182958686","media":"Bloomberg","summary":"Biden set to focus on transportation bottlenecks on Wednesday. Manufacturers impacted by a lack of key materials, logistics. Apple Inc., the world’s most valuable company, has finally joined a growing list of household names from Toyota to Samsung forced to cut back on business because of a global shortage of semiconductors.Apple is now likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units,Bloomberg News reported Tuesday.For months, while supply chain","content":"<ul>\n <li>Biden set to focus on transportation bottlenecks on Wednesday</li>\n <li>Manufacturers impacted by a lack of key materials, logistics</li>\n</ul>\n<p>Apple Inc., the world’s most valuable company, has finally joined a growing list of household names from&nbsp;Toyota&nbsp;to&nbsp;Samsung&nbsp;forced to cut back on business because of a global shortage of semiconductors.</p>\n<p>Apple is now likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units,Bloomberg News reported Tuesday.</p>\n<p>For months, while supply chain shocks rocked the electronic, automaking, and even commodities industries, Apple remained the one company that could secure the chips needed to keep selling its latest range of products, due to its well-managed supply chain and the prestige of meeting its exacting standards.</p>\n<p>But the recent setback for Apple has dashed any hopes that the supply-chain crisis was easing.</p>\n<p>“If this is happening to the most powerful company,” it could happen to anyone, said Neil Campling, an analyst at&nbsp;Mirabaud Securities. Given “they have huge power in terms of their ability to source semiconductors as such a key customer, then everyone else will be having greater issues than they are.”</p>\n<p>Apple’s scaleback is a clear sign that the supply disruptions that have wreaked havoc around the world are worsening, which may jeopardize the outlook for the post-pandemic economic recovery. Almost all major manufacturers have been impacted both by a lack of key materials such as semiconductors, but also an inability to get finished goods into the hands of consumers.</p>\n<p>President Joe Biden&nbsp;is set to focus on transportation bottleneckson Wednesday, with the congested Port of Los Angeles planning a 24 hours a day, seven days a week effort to confront the squeeze on goods. A.P. Moller-Maersk A/S said it had to&nbsp;divert some ships&nbsp;from the U.K.’s largest container port because of congestion tied to a trucker shortage.</p>\n<p><img src=\"https://static.tigerbbs.com/00b2ca1b624d644ffd4f99c2be9f0ec7\" tg-width=\"956\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p>\n<p>“Recent rumblings from chip producers suggest that the problems are expected to persist,”Deutsche Bank AG&nbsp;strategists including Jim Reid, global head of fundamental credit strategy wrote in a note. That “will make central bank decisions even more complicated over the coming weeks as they grapple with increasing supply-side constraints that push up inflation whilst threatening to undermine the recovery.”</p>\n<p>Apple had expected to produce 90 million new iPhone models this year, but is now telling manufacturing partners that the total will be lower because&nbsp;Broadcom Inc.andTexas Instruments Inc.are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.</p>\n<p>Japan Display Inc., which gets more than half of its revenue from Apple, fell as much as 5.6%, joining U.S. suppliers that fell in postmarket trading.</p>\n<p>The shortage of semiconductors stems mainly from years of under-investment coupled with a failure to gauge the explosion in demand for connected devices. Even industry insiders were caught by surprise.ASML Holding NVCEO Peter Wennink, whose company sells the machines that enable most cutting-edge chipmaking, said in July it’s&nbsp;underestimated&nbsp;the growth of the semiconductor industry over the past 15 years.</p>\n<p>The amount of time that companies need to wait for chip orders to get filled has set records for nine straight months, signaling that semiconductor shortages will continue to&nbsp;plague&nbsp;businesses well into 2022 and likely beyond.Alix&nbsp;Partners, a global consulting firm, estimated last month that the global automotive industry will lose about $210 billion in sales for 2021 alone.</p>\n<p>Earlier this year, Apple had already warned that it would face supply constraints of the iPhone and iPad during the quarter that ended September. But it held off from reducing its internal projections at the time.</p>\n<p><img src=\"https://static.tigerbbs.com/4a1f228eaa42607e9d97bfca12614923\" tg-width=\"848\" tg-height=\"729\" width=\"100%\" height=\"auto\"></p>\n<p>The timing couldn’t be worse. The year-end quarter was expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.</p>\n<p>In addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.</p>\n<p>Separately, a protracted energy crisis in China may&nbsp;add&nbsp;to the iPhone maker’s headaches. Apple supplier&nbsp;TPK Holding Co.said&nbsp;last week that subsidiaries in the southeastern Chinese province of Fujian are modifying their production schedule due to local government power restrictions. That comes less than two weeks after iPhone assembler&nbsp;Pegatron Corp.&nbsp;adopted&nbsp;energy-saving measures amid government-imposed power curbs.</p>\n<p>Some analysts however spot an opportunity for Apple.</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,”Morgan Stanley&nbsp;analysts wrote after Bloomberg’s report.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Finally Falls Victim to Never-Ending Supply Chain Crisis</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 Finally Falls Victim to Never-Ending Supply Chain Crisis\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-13 18:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-10-13/apple-finally-falls-victim-to-never-ending-supply-chain-crisis><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biden set to focus on transportation bottlenecks on Wednesday\nManufacturers impacted by a lack of key materials, logistics\n\nApple Inc., the world’s most valuable company, has finally joined a growing ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-10-13/apple-finally-falls-victim-to-never-ending-supply-chain-crisis\">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.bloomberg.com/news/articles/2021-10-13/apple-finally-falls-victim-to-never-ending-supply-chain-crisis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182958686","content_text":"Biden set to focus on transportation bottlenecks on Wednesday\nManufacturers impacted by a lack of key materials, logistics\n\nApple Inc., the world’s most valuable company, has finally joined a growing list of household names from Toyota to Samsung forced to cut back on business because of a global shortage of semiconductors.\nApple is now likely to slash its projected iPhone 13 production targets for 2021 by as many as 10 million units,Bloomberg News reported Tuesday.\nFor months, while supply chain shocks rocked the electronic, automaking, and even commodities industries, Apple remained the one company that could secure the chips needed to keep selling its latest range of products, due to its well-managed supply chain and the prestige of meeting its exacting standards.\nBut the recent setback for Apple has dashed any hopes that the supply-chain crisis was easing.\n“If this is happening to the most powerful company,” it could happen to anyone, said Neil Campling, an analyst at Mirabaud Securities. Given “they have huge power in terms of their ability to source semiconductors as such a key customer, then everyone else will be having greater issues than they are.”\nApple’s scaleback is a clear sign that the supply disruptions that have wreaked havoc around the world are worsening, which may jeopardize the outlook for the post-pandemic economic recovery. Almost all major manufacturers have been impacted both by a lack of key materials such as semiconductors, but also an inability to get finished goods into the hands of consumers.\nPresident Joe Biden is set to focus on transportation bottleneckson Wednesday, with the congested Port of Los Angeles planning a 24 hours a day, seven days a week effort to confront the squeeze on goods. A.P. Moller-Maersk A/S said it had to divert some ships from the U.K.’s largest container port because of congestion tied to a trucker shortage.\n\n“Recent rumblings from chip producers suggest that the problems are expected to persist,”Deutsche Bank AG strategists including Jim Reid, global head of fundamental credit strategy wrote in a note. That “will make central bank decisions even more complicated over the coming weeks as they grapple with increasing supply-side constraints that push up inflation whilst threatening to undermine the recovery.”\nApple had expected to produce 90 million new iPhone models this year, but is now telling manufacturing partners that the total will be lower because Broadcom Inc.andTexas Instruments Inc.are struggling to deliver enough components, said the people, who asked not to be identified because the situation is private.\nJapan Display Inc., which gets more than half of its revenue from Apple, fell as much as 5.6%, joining U.S. suppliers that fell in postmarket trading.\nThe shortage of semiconductors stems mainly from years of under-investment coupled with a failure to gauge the explosion in demand for connected devices. Even industry insiders were caught by surprise.ASML Holding NVCEO Peter Wennink, whose company sells the machines that enable most cutting-edge chipmaking, said in July it’s underestimated the growth of the semiconductor industry over the past 15 years.\nThe amount of time that companies need to wait for chip orders to get filled has set records for nine straight months, signaling that semiconductor shortages will continue to plague businesses well into 2022 and likely beyond.Alix Partners, a global consulting firm, estimated last month that the global automotive industry will lose about $210 billion in sales for 2021 alone.\nEarlier this year, Apple had already warned that it would face supply constraints of the iPhone and iPad during the quarter that ended September. But it held off from reducing its internal projections at the time.\n\nThe timing couldn’t be worse. The year-end quarter was expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier -- and more money than Apple made in an entire year a decade ago.\nIn addition to facing tight iPhone availability, the company has struggled to make enough of the Apple Watch Series 7 and other products.\nSeparately, a protracted energy crisis in China may add to the iPhone maker’s headaches. Apple supplier TPK Holding Co.said last week that subsidiaries in the southeastern Chinese province of Fujian are modifying their production schedule due to local government power restrictions. That comes less than two weeks after iPhone assembler Pegatron Corp. adopted energy-saving measures amid government-imposed power curbs.\nSome analysts however spot an opportunity for Apple.\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,”Morgan Stanley analysts wrote after Bloomberg’s report.","news_type":1},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821042246,"gmtCreate":1633680166579,"gmtModify":1633680213724,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821042246","repostId":"1135993400","repostType":4,"repost":{"id":"1135993400","pubTimestamp":1633675137,"share":"https://www.laohu8.com/m/news/1135993400?lang=&edition=full","pubTime":"2021-10-08 14:38","market":"us","language":"en","title":"September Payrolls Preview: It Will Be A Beat, The Question Is How Big","url":"https://stock-news.laohu8.com/highlight/detail?id=1135993400","media":"zerohedge","summary":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the mo","content":"<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.</p>\n<p>Here is a snapshot of what to expect tomorrow:</p>\n<ul>\n <li>Total Payrolls: 500K, Last 235K</li>\n <li>Private Payrolls: 450K, Last 243K</li>\n <li>Unemployment Rate: 5.1%, Last 5.2%</li>\n <li>Labor force participation rate: 61.8%, Last 61.7%</li>\n <li>Average Hourly Earnings Y/Y: 4.6%, Last 4.3%</li>\n <li>Average Weekly Hours: 34.7, Last 34.7</li>\n</ul>\n<p>As&nbsp;Newsquawk&nbsp;writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.</p>\n<p>Goldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong,&nbsp;<b>and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"</b>As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.</p>\n<p>Labor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.</p>\n<p><b>POLICY</b>: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.</p>\n<p><b>PAYROLLS:</b>The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).<b>Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.</b></p>\n<p><b>MEASURES OF SLACK:</b>The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.</p>\n<p><b>EARNINGS:</b>Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.</p>\n<p><b>ADP:</b>The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure &amp; Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"</p>\n<p><b>INITIAL JOBLESS CLAIMS:</b>Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.</p>\n<p><b>BUSINESS SURVEYS</b>: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.</p>\n<p><b>ARGUING FOR A BETTER-THAN-EXPECTED REPORT</b>:</p>\n<ul>\n <li><b>End of federal enhanced unemployment beneﬁts</b>. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.<b>Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.</b>Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/fa8e5900cf66c76d4b64055f84e58048\" tg-width=\"630\" tg-height=\"428\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li><b>School reopening</b>. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/ff3e69723b40e0d372ec2bebecb38b1f\" tg-width=\"799\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li><b>Job availability</b>. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.</li>\n <li><b>ADP.</b>Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.</li>\n</ul>\n<p><b>ARGUING FOR A WEAKER-THAN-EXPECTED REPORT:</b></p>\n<ul>\n <li><b>Delta variant.</b>Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.</li>\n <li><b>Employer surveys</b>. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.</li>\n</ul>\n<p><b>NEUTRAL FACTORS:</b></p>\n<ul>\n <li><b>Big Data.</b>High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.</li>\n <li><b>Seasonality.</b>The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).</li>\n <li><b>Jobless claims.</b>Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.</li>\n <li><b>Job cuts.</b>Announced layoffs reported by Challenger, Gray &amp; Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).</li>\n</ul>","source":"lsy1583725640930","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>September Payrolls Preview: It Will Be A Beat, The Question Is How Big</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\">\nSeptember Payrolls Preview: It Will Be A Beat, The Question Is How Big\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-08 14:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at...</p>\n\n<a href=\"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/september-payrolls-preview-it-will-be-beat-question-how-big","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135993400","content_text":"After a strong initial claims report and a solid ADP private payrolls print, all eyes turn to the most important economic data point of the week, and the month, Friday's nonfarm payrolls report due at 830am ET on Friday, where consensus expects a 500K print- more than double last month's disappointing 235K print - as well as a drop in the unemployment rate to 5.1% and an increase in average hourly earnings to 4.6%. And unlike last month, when wecorrectly predicted the big miss in August payrolls, this time we agree that tomorrow's report will be a beat, the only question is how big.\nHere is a snapshot of what to expect tomorrow:\n\nTotal Payrolls: 500K, Last 235K\nPrivate Payrolls: 450K, Last 243K\nUnemployment Rate: 5.1%, Last 5.2%\nLabor force participation rate: 61.8%, Last 61.7%\nAverage Hourly Earnings Y/Y: 4.6%, Last 4.3%\nAverage Weekly Hours: 34.7, Last 34.7\n\nAs Newsquawk writes in its NFP preview, September’s jobs data, the last before the Fed’s November 3rd policy meeting, will be framed in the context of the central bank’s expected taper announcement, where a merely satisfactory report would likely to be enough for the FOMC to greenlight a November announcement to scale-back its USD 120BN/month asset purchases.\nGoldman economists are more bullish than normal, and estimate nonfarm payrolls rose 600k in September, above consensus of +500k, and they note that \"labor demand remains very strong, and we believe the nationwide expiration of enhanced unemployment beneﬁts on September 5 boosted effective labor supply and job growth—as it did in July and August in states that ended federal beneﬁts early.\"As a result, Goldman is assuming a 200k boost in tomorrow’s numbers and a larger boost in October. The bank also believes the reopening of schools contributed to September job growth, by around 150k. Despite these tailwinds, Big Data employment signals were mixed, and dining activity rebounded only marginally.\nLabor market proxies have been constructive for the month: ADP’s gauge of payrolls surprised to the upside, although analysts continue to note that the direct relationship between the official data and the ADP’s gauge is tenuous, despite the gap being under 100k over the last three reports. The number of initial jobless claims and continuing claims has eased back between the survey periods of the August and September jobs data, although analysts note that more recent releases have shown an uptick in claims potentially clouding the outlook. The ISM business surveys have signaled employment growth in the month, with manufacturing employment rising into growth territory again, but services sector hiring cooled a little in the month, but remains expansionary; survey commentary continues to allude to a tight labour market. The Bureau of Labor Statistics will release the September employment situation report at 13:30BST/08:30EDT on October 8th.\nPOLICY: The September jobs report might have reduced relevance on trading conditions given that Fed officials have effectively confirmed that, barring a collapse in the jobs data, it is on course to announce a tapering of its asset purchases at the November 3rd meeting. Accordingly, trading risks may be skewed to the downside, rather than to the upside, where a significant payrolls miss may present obstacles to the Fed announcing its taper. Additionally, it is worth being cognizant of how efforts in Washington to raise the debt ceiling are progressing; as yet, officials have not struck a deal, and are in the process of enacting stop gap legislation to allow funding into December; some analysts suggest that the Fed may be reticent to tighten policy in the face of potential default risks.\nPAYROLLS:The consensus looks for 500k nonfarm payrolls to be added to the US economy in September (prev. 235k), which would be a cooler rate of growth than the three- and six-month average rate, though in line with the 12-month average (3-month average is 750k/month, the six-month average is 653k/month, and the 12-month average is 503k/month – that technically at least suggests an improving rate of payrolls growth in recent months).Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans remain out of work relative to pre-pandemic levels.\nMEASURES OF SLACK:The Unemployment Rate is expected at 5.1% (prev. 5.2%); Labour Force Participation previously at 61.7% vs 63.2% pre-pandemic; U6 measure of underemployment was previously at 8.8% vs 7.0% prepandemic; Employment-population ratio was previously 58.5% vs 61.1% pre-pandemic. These measures of slack are likely to provide more insight into how Fed officials are judging labour market progress, with many in recent months noting that they are closely watching the Underemployment Rate, Participation Rate, and the Employment-Population Ratio for a better handle on the level of slack that remains in the economy. Analysts would be encouraged the closer these get to pre-pandemic levels.\nEARNINGS:Average Hourly Earnings expected at +0.4% M/M (prev. +0.6%); Average Hourly Earnings expected at +4. 6% Y/Y (prev. +4.3%); Average Workweek Hours expected at 34.7hrs (prev. 34.7hrs). Aggregating the nonfarm payrolls data since March 2020, around 5.33mln Americans still remain out of work relative to pre-pandemic levels.\nADP:The ADP National Employment Report showed 568k jobs added to the US economy in September, topping expectations for 428k, and a better pace than the prior 340k (revised down from 374k initially reported). ADP itself said that the labor market recovery continued to make progress despite the marked slowdown in the rate of job additions from the 748k pace seen in Q2. It also noted that Leisure & Hospitality remained one of the biggest beneficiaries to the recovery, though said that hiring was still heavily impacted by the trajectory of the pandemic, especially for small firms. ADP thinks that the current bottlenecks in hiring will likely fade as the pandemic situation continues to improve, and that could set the stage for solid job gains in the months ahead. On the data methodology, analysts continue to note that ADP's model incorporates much of the prior official payrolls data, other macroeconomic variables, as well as data from its own payrolls platform; \"Payrolls were soft in August, thanks to the hit to the services sector from the Delta variant, and that weakness likely constrained ADP data,\" Pantheon Macroeconomics said. \"The overshoot to consensus, therefore, suggests that the other inputs to ADP’s model were stronger than we expected, but none of the details are published, so we don’t know if the overshoot was model-driven or due to stronger employment data at ADP’s clients.\"\nINITIAL JOBLESS CLAIMS:Initial jobless claims data for the week that coincides with the BLS jobs report survey window saw claims at around 351k – little changed from the 349k for the August jobs data survey window – where analysts said seasonal factors played a role in boosting the weekly data, while there may have been some lingering Hurricane Ida effects; the corresponding continuing claims data has fallen to 2.802mln in the September survey period vs 2.908mln in the August survey period. In aggregate, the data continues to point to declining trend, although in recent weeks the level of jobless claims has been picking up again.\nBUSINESS SURVEYS: The Services and Manufacturing ISM reports showed divergent trends in September, with the service sector employment sub-index easing a little to 53.0 from 53.7, signalling growth but at a slower rate, while the manufacturing employment sub-index rose back into expansionary territory, printing 50.2 from 49.0 prior. On the manufacturing sector, ISM said companies were still struggling to meet labour-management plans, but noted some modest signs of progress compared to previous months: \"Less than 5% of comments noted improvements regarding employment, compared to none in August,\" it said, \"an overwhelming majority of panelists indicate their companies are hiring or attempting to hire,\" where around 85% of responses were about seeking additional staffing, while nearly half of the respondents expressed difficulty in filling positions, an increase from August. \"The increasing frequency of comments on turnover rates and retirements continued a trend that began in August,\" ISM said. Meanwhile, in the services sector, employment activity rose for a third straight month; respondents noted that employees were flocking to better-paying jobs and there was a lack of pipeline to replace these staff, while other respondents talked of labor shortages being experienced at all levels.\nARGUING FOR A BETTER-THAN-EXPECTED REPORT:\n\nEnd of federal enhanced unemployment beneﬁts. The expiration of federal beneﬁts in some states boosted labor supply and job-ﬁnding rates over the summer, and all remaining such programs expired on September 5. The July and August indicated a cumulative 6pp boost to job-ﬁnding probabilities from June to August for workers losing $300 top-up payments and a 12pp boost for workers losing all beneﬁts.Some of the 6mn workers who lost some or all beneﬁts on September 5 got a job by September 18—in time to be counted in tomorrow’s data.Goldman assumes a +200k boost to job growth from this channel, with a larger increase in subsequent reports (+1.3mn cumulatively by year end).\n\n\n\nSchool reopening. The largest 100 school districts are all open for in-person learning, catalyzing the return of many previously furloughed teachers and support staff. While full normalization of employment levels would contribute 600k jobs (mom sa, see left panel of the chart below), some janitors and support staff did not return due to hybrid teaching models, and job openings in the sector are only 200k above the pre-crisis level (see right panel). Relatedly, the BLS’s seasonal factors already embed the usual rehiring of education workers on summer layoff, so if fewer janitors returned to work than in a typical September, this would reduce seasonally adjusted job growth, other things equal. Taken together, assume a roughly 150k boost from the reopening of schools in tomorrow’s report.\n\n\n\nJob availability. The Conference Board labor differential—the difference between the percent of respondents saying jobs are plentiful and those saying jobs are hardto get - edged down to 42.5 from 44.4, still an elevated level. Additionally, JOLTS job openings increased by 749k in July to a new record high of 10.9mn.\nADP.Private sector employment in the ADP report increased by 568k in September, above consensus expectations for a 430k gain, implying strong growth in the underlying ADP sample. Additionally, schools generally do not use ADP payroll software, arguing for a larger gain from school reopening in the official payroll measure.\n\nARGUING FOR A WEAKER-THAN-EXPECTED REPORT:\n\nDelta variant.Rebounding covid infection rates weighed on services consumption and the labor market in August. And while US case counts began to decline in early September, restaurant seatings on Open Table rebounded only marginally. leisure and hospitality employment rose in September, but probably not at the ~400k monthly pace of June and July.\nEmployer surveys. The employment components of our business surveys were flat to down, whereas we and consensus forecast a pickup in job growth. Goldman's services survey employment tracker remained unchanged at 54.5 and the manufacturing survey employment tracker declined 0.4pt to 57.8. And while the Goldman Sachs Analyst Index (GSAI) decreased 0.8% to 68.5, the employment component rose1.9% to 71.9.\n\nNEUTRAL FACTORS:\n\nBig Data.High-frequency data on the labor market were mixed between the August and September survey weeks, on net providing little guidance about the underlying pace of job growth. Three of the five measures tracked indicate an at-or-above-consensus gain (Census Small Business Pulse +0.5mn, ADP +0.6mn,Google mobility +2mn), but the Homebase data was an outlier to the downside. At face value, it would indicate a large outright decline in payrolls. The Census Household Pulse (-0.6mn) was also quite weak, though encouragingly, it also indicated a large drop in childcare-related labor supply headwinds as schools reopened.\nSeasonality.The September seasonal hurdle is relatively low: the BLS adjustment factors generally assume a 600-700k decline in private payrolls (which exclude public schools), compared to around -100k on average in July and August. Continued labor shortages encouraged firms to lay off fewer workers at the end of summer. Partially offsetting this tailwind, the September seasonal factors may have evolved unfavorably due to the crisis—specifically by fitting to last September’s reopening-driven job surge (private payrolls +932k mom sa).\nJobless claims.Initial jobless claims fell during the September payroll month, averaging 339k per week vs. 378k in August despite a boost from individuals transitioning or attempting to transition to state programs. Across all employee programs including emergency benefits, continuing claims fell dramatically (-3.3mn)–but again for non-economic reasons (federal enhanced programs expired). Continuing claims in regular state programs decreased 106k from survey week to survey week.\nJob cuts.Announced layoffs reported by Challenger, Gray & Christmas rebounded 11% month-over-month in September after decreasing by 14% over the prior two months (SA by GS). Nonetheless, layoffs remain near the three-decade low on this measure (in 1993).","news_type":1},"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867803327,"gmtCreate":1633232511107,"gmtModify":1633232512729,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867803327","repostId":"2172964606","repostType":4,"repost":{"id":"2172964606","pubTimestamp":1633229798,"share":"https://www.laohu8.com/m/news/2172964606?lang=&edition=full","pubTime":"2021-10-03 10:56","market":"us","language":"en","title":"Big Tech’s Stock Market Leadership Is Threatened By Rising Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2172964606","media":"Bloomberg","summary":"(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and ri","content":"<p>(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.</p>\n<p>Most Read from Bloomberg</p>\n<ul>\n <li>Wall Street Titans Warn of the Next Big Risks for Investors</li>\n <li>An Unapologetic Old Boys’ Network Is Costing Australia Billions</li>\n <li>The Unstoppable Appeal of Highway Expansion</li>\n <li>The Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought</li>\n <li>Reshaped by Crisis, an&nbsp;‘Anti-Biennial’ Reimagines Chicago</li>\n</ul>\n<p>Apple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc., the five largest U.S. companies, have delivered reliable outsized gains to shareholders for years. This week was different, as a selloff erased more than $300 billion from their combined market value and sent the Nasdaq 100 to its worst week since late February.</p>\n<p>The reason? A sudden spike in Treasury yields that sent tremors through Wall Street, causing investors to flee stocks with the highest valuations because their distant earnings gains will be less valuable as rates rise. The moves exposed a rare vulnerability for tech giants, whose strong balance sheets, powerful profit engines and steady business models have kept them going through periods of tumult and transformed them into a quasi-safety trade.</p>\n<p>“Their Achilles heel is higher rates,” said Mike Mullaney, director of global market research at Boston Partners.</p>\n<p>Surprising Speed</p>\n<p>Investors have been warning for months that U.S. bond yields were bound to rise with inflation climbing and the Federal Reserve preparing to rein in its asset purchases aimed at stimulating the economy. Now that those predictions are starting to come true, the big question on Wall Street is what kind of bond-market action could trigger more bleeding.</p>\n<p>The 10-year Treasury yield rose above 1.5% on Monday, the first time it’s done so since June, and settled at 1.47% on Friday. Those rates are used to discount the value of future cash flows. The higher the yields go, the less those profits are worth now.</p>\n<p>For Ted Mortonson, a technology strategist at Baird, the next important level to watch is the March closing high of 1.74%. A roughly 50 basis point advance in the yield in February helped fuel an 11% swoon in the Nasdaq 100 Stock Index and revisiting that level could play out in a similar fashion, he said.</p>\n<p>“A lot of people are going to be making some major changes to their portfolios” if yields push past those levels, he said in an interview. “Money is going to keep rotating out of tech.”</p>\n<p>Others argue the speed of the advance is the most critical factor. After trading in a roughly 10 basis point range for most of the past two months, the 10-year yield jumped more than 20 basis points in four days beginning on Sept. 23.</p>\n<p>“The sharpness of the move on the Treasury yield caught the market off guard,” Keith Lerner, co-chief investment officer at Truist Advisory Services, said in an interview. He thinks it’s only a matter of time until the 10-year yield tests its March high. “The general direction is still higher, which I think means that tech will continue to struggle,” he said.</p>\n<p>Go For Growth</p>\n<p>Of course, Wall Street remains overwhelmingly bullish on megacap tech. All 58 analysts who cover Amazon.com have buy ratings, despite the fact that its shares are now flat for the year. Apple, the second worst-performer in the group with a 7.5% advance since the start of the year, has buy ratings from three-quarters of analysts.</p>\n<p>The five companies are each projected to report quarterly revenue growth of 16% or more in the upcoming earnings season, according to the average of analyst estimates compiled by Bloomberg. In particular, Apple, Alphabet and Facebook are expected to post more than 30% increases in revenues from the same period a year ago.</p>\n<p>It’s that growth and earnings power that will continue to draw investors to tech megacaps even with higher interest rates, according to Anthony Saglimbene, global market strategist at Ameriprise Financial. He’s been advising clients to buy quality technology stocks on pullbacks. Many investors did just that on Friday, sending Microsoft and Alphabet shares up more than 2%.</p>\n<p>Boston Partners’ Mullaney agrees to an extent, pointing out that big technology stocks have delivered profits that justify their lofty valuations and can continue to outperform even with higher rates if economic growth starts to wane.</p>\n<p>“When people get scared about growth, they buy tech,” he said. “That is where you want to go for pure growth.”</p>","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>Big Tech’s Stock Market Leadership Is Threatened By Rising Rates</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\">\nBig Tech’s Stock Market Leadership Is Threatened By Rising Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-03 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.\nMost ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c385ae509a8a1f0b4baeb499e3e1e69a","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/big-tech-stock-market-leadership-200000062.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172964606","content_text":"(Bloomberg) -- Megacap technology stocks rallied through a global pandemic, fears of a bubble and rising regulatory scrutiny. But the bond market could be the hurdle that finally trips them up.\nMost Read from Bloomberg\n\nWall Street Titans Warn of the Next Big Risks for Investors\nAn Unapologetic Old Boys’ Network Is Costing Australia Billions\nThe Unstoppable Appeal of Highway Expansion\nThe Country That Makes Breakfast for the World Is Plagued by Fire, Frost and Drought\nReshaped by Crisis, an ‘Anti-Biennial’ Reimagines Chicago\n\nApple Inc., Microsoft Corp., Amazon.com Inc., Alphabet Inc. and Facebook Inc., the five largest U.S. companies, have delivered reliable outsized gains to shareholders for years. This week was different, as a selloff erased more than $300 billion from their combined market value and sent the Nasdaq 100 to its worst week since late February.\nThe reason? A sudden spike in Treasury yields that sent tremors through Wall Street, causing investors to flee stocks with the highest valuations because their distant earnings gains will be less valuable as rates rise. The moves exposed a rare vulnerability for tech giants, whose strong balance sheets, powerful profit engines and steady business models have kept them going through periods of tumult and transformed them into a quasi-safety trade.\n“Their Achilles heel is higher rates,” said Mike Mullaney, director of global market research at Boston Partners.\nSurprising Speed\nInvestors have been warning for months that U.S. bond yields were bound to rise with inflation climbing and the Federal Reserve preparing to rein in its asset purchases aimed at stimulating the economy. Now that those predictions are starting to come true, the big question on Wall Street is what kind of bond-market action could trigger more bleeding.\nThe 10-year Treasury yield rose above 1.5% on Monday, the first time it’s done so since June, and settled at 1.47% on Friday. Those rates are used to discount the value of future cash flows. The higher the yields go, the less those profits are worth now.\nFor Ted Mortonson, a technology strategist at Baird, the next important level to watch is the March closing high of 1.74%. A roughly 50 basis point advance in the yield in February helped fuel an 11% swoon in the Nasdaq 100 Stock Index and revisiting that level could play out in a similar fashion, he said.\n“A lot of people are going to be making some major changes to their portfolios” if yields push past those levels, he said in an interview. “Money is going to keep rotating out of tech.”\nOthers argue the speed of the advance is the most critical factor. After trading in a roughly 10 basis point range for most of the past two months, the 10-year yield jumped more than 20 basis points in four days beginning on Sept. 23.\n“The sharpness of the move on the Treasury yield caught the market off guard,” Keith Lerner, co-chief investment officer at Truist Advisory Services, said in an interview. He thinks it’s only a matter of time until the 10-year yield tests its March high. “The general direction is still higher, which I think means that tech will continue to struggle,” he said.\nGo For Growth\nOf course, Wall Street remains overwhelmingly bullish on megacap tech. All 58 analysts who cover Amazon.com have buy ratings, despite the fact that its shares are now flat for the year. Apple, the second worst-performer in the group with a 7.5% advance since the start of the year, has buy ratings from three-quarters of analysts.\nThe five companies are each projected to report quarterly revenue growth of 16% or more in the upcoming earnings season, according to the average of analyst estimates compiled by Bloomberg. In particular, Apple, Alphabet and Facebook are expected to post more than 30% increases in revenues from the same period a year ago.\nIt’s that growth and earnings power that will continue to draw investors to tech megacaps even with higher interest rates, according to Anthony Saglimbene, global market strategist at Ameriprise Financial. He’s been advising clients to buy quality technology stocks on pullbacks. Many investors did just that on Friday, sending Microsoft and Alphabet shares up more than 2%.\nBoston Partners’ Mullaney agrees to an extent, pointing out that big technology stocks have delivered profits that justify their lofty valuations and can continue to outperform even with higher rates if economic growth starts to wane.\n“When people get scared about growth, they buy tech,” he said. “That is where you want to go for pure growth.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813553888,"gmtCreate":1630217825944,"gmtModify":1704957181434,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813553888","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Unloved Tech Stock Could Make You Rich One Day</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\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822692057,"gmtCreate":1634123167954,"gmtModify":1634123168074,"author":{"id":"4087537620314880","authorId":"4087537620314880","name":"Totoroido","avatar":"https://static.tigerbbs.com/9d6f731ba4e6c392e51172cb7506f447","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/822692057","repostId":"2175152592","repostType":4,"repost":{"id":"2175152592","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":1634122062,"share":"https://www.laohu8.com/m/news/2175152592?lang=&edition=full","pubTime":"2021-10-13 18:47","market":"us","language":"en","title":"JPMorgan Chase Q3 EPS $3.74 Beats $3.00 Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2175152592","media":"Benzinga","summary":"-Dow Jones","content":"<p>JPMorgan Chase &amp; Co&nbsp;reported a jump in third-quarter earnings on Wednesday, as the largest U.S. bank's Wall Street arm capitalized on a global dealmaking boom.</p>\n<p>JPMorgan's net income rose to $11.7 billion, or $3.74 per share, in the quarter ended Sept. 30, compared with $9.4 billion, or $2.92 per share, a year earlier.</p>\n<p>Analysts on average had expected earnings of $3.00 per share, according to Refinitiv.</p>\n<p><img src=\"https://static.tigerbbs.com/d9a19448ee10d9f8c7752c706a1008e4\" tg-width=\"1029\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p>The&nbsp;shares&nbsp;rose&nbsp;0.5%&nbsp;in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b93eba6cab488f2d83cd244be3c9369b\" tg-width=\"850\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<p><b>THIRD-QUARTER 2021 RESULTS</b></p>\n<ul>\n <li>Reported revenue of $29.6 billion; managed revenue of $30.4 billion</li>\n</ul>\n<ul>\n <li>Credit costs net benefit of $1.5 billion included $2.1 billion of net reserve release and $524 million of net charge-offs</li>\n</ul>\n<ul>\n <li>Average loans up 5%; average deposits up 19%$1.6 trillion of liquidity sources, including HQLA and unencumbered marketable securities</li>\n</ul>\n<ul>\n <li>Average deposits up 20%; client investment assets up 29%</li>\n</ul>\n<ul>\n <li>Average loans down 2% YoY and up 1% QoQ; Card net charge-off rate of 1.39%</li>\n</ul>\n<ul>\n <li>Debit and credit card sales volume up 26%</li>\n</ul>\n<ul>\n <li>Active mobile customers up 10%</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>JPMorgan Chase Q3 EPS $3.74 Beats $3.00 Estimate</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\">\nJPMorgan Chase Q3 EPS $3.74 Beats $3.00 Estimate\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\">2021-10-13 18:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>JPMorgan Chase &amp; Co&nbsp;reported a jump in third-quarter earnings on Wednesday, as the largest U.S. bank's Wall Street arm capitalized on a global dealmaking boom.</p>\n<p>JPMorgan's net income rose to $11.7 billion, or $3.74 per share, in the quarter ended Sept. 30, compared with $9.4 billion, or $2.92 per share, a year earlier.</p>\n<p>Analysts on average had expected earnings of $3.00 per share, according to Refinitiv.</p>\n<p><img src=\"https://static.tigerbbs.com/d9a19448ee10d9f8c7752c706a1008e4\" tg-width=\"1029\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p>The&nbsp;shares&nbsp;rose&nbsp;0.5%&nbsp;in premarket trading.</p>\n<p><img src=\"https://static.tigerbbs.com/b93eba6cab488f2d83cd244be3c9369b\" tg-width=\"850\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p>\n<p><b>THIRD-QUARTER 2021 RESULTS</b></p>\n<ul>\n <li>Reported revenue of $29.6 billion; managed revenue of $30.4 billion</li>\n</ul>\n<ul>\n <li>Credit costs net benefit of $1.5 billion included $2.1 billion of net reserve release and $524 million of net charge-offs</li>\n</ul>\n<ul>\n <li>Average loans up 5%; average deposits up 19%$1.6 trillion of liquidity sources, including HQLA and unencumbered marketable securities</li>\n</ul>\n<ul>\n <li>Average deposits up 20%; client investment assets up 29%</li>\n</ul>\n<ul>\n <li>Average loans down 2% YoY and up 1% QoQ; Card net charge-off rate of 1.39%</li>\n</ul>\n<ul>\n <li>Debit and credit card sales volume up 26%</li>\n</ul>\n<ul>\n <li>Active mobile customers up 10%</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2175152592","content_text":"JPMorgan Chase & Co reported a jump in third-quarter earnings on Wednesday, as the largest U.S. bank's Wall Street arm capitalized on a global dealmaking boom.\nJPMorgan's net income rose to $11.7 billion, or $3.74 per share, in the quarter ended Sept. 30, compared with $9.4 billion, or $2.92 per share, a year earlier.\nAnalysts on average had expected earnings of $3.00 per share, according to Refinitiv.\n\nThe shares rose 0.5% in premarket trading.\n\nTHIRD-QUARTER 2021 RESULTS\n\nReported revenue of $29.6 billion; managed revenue of $30.4 billion\n\n\nCredit costs net benefit of $1.5 billion included $2.1 billion of net reserve release and $524 million of net charge-offs\n\n\nAverage loans up 5%; average deposits up 19%$1.6 trillion of liquidity sources, including HQLA and unencumbered marketable securities\n\n\nAverage deposits up 20%; client investment assets up 29%\n\n\nAverage loans down 2% YoY and up 1% QoQ; Card net charge-off rate of 1.39%\n\n\nDebit and credit card sales volume up 26%\n\n\nActive mobile customers up 10%","news_type":1},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}