+关注
Ron71
暂无个人介绍
IP属地:未知
0
关注
2
粉丝
0
主题
0
勋章
主贴
热门
Ron71
2022-02-08
Share
@OptionPlus:期权复盘:猴市忌卖Put,用备兑做好头寸保护!
Ron71
2022-02-08
//
@Ron71
: Great ariticle, would you like to share it?
@Seven8:大型科技股财报总览,FAAMG+TSLA业绩告诉我们什么?
Ron71
2022-02-06
Great ariticle, would you like to share it?
@Seven8:大型科技股财报总览,FAAMG+TSLA业绩告诉我们什么?
Ron71
2022-02-03
666
Ferrari points to higher profits this year after record 2021 shipments
Ron71
2022-01-29
Happy Chinese New Year
Ron71
2021-12-18
When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?
Ron71
2021-12-13
666
Dow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus
Ron71
2021-12-04
666
3 High Growth Stocks To Buy In The Pullback
Ron71
2021-12-04
666
Alibaba shares fell nearly 9%, hitting a 52 week low
Ron71
2021-12-04
666
Tesla's Musk over halfway through his pledge with nearly $11 bln stake sale
Ron71
2021-11-19
666
抱歉,原内容已删除
Ron71
2021-11-19
666
抱歉,原内容已删除
Ron71
2021-11-12
666
Singapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel
Ron71
2021-10-29
666
Apple sales miss expectations, supply issues cost company $6 billion
Ron71
2021-10-27
666
抱歉,原内容已删除
Ron71
2021-10-23
666
抱歉,原内容已删除
Ron71
2021-09-30
666
2021 Global Market Outlook - Q4 Update: Growing Pains
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":4087786607644270,"uuid":"4087786607644270","gmtCreate":1624683544992,"gmtModify":1625453630122,"name":"Ron71","pinyin":"ron71","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":0,"tweetSize":34,"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":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.23","exceedPercentage":"93.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.01.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"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":"2022.11.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"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":"post","tweets":[{"id":633446129,"gmtCreate":1644300185869,"gmtModify":1644300186018,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446129","repostId":"633260016","repostType":1,"repost":{"id":633260016,"gmtCreate":1644133471280,"gmtModify":1644157515074,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"期权复盘:猴市忌卖Put,用备兑做好头寸保护!","htmlText":"虎友们新年好,虎年大吉,给大家拜年啦!😬 这一周大盘的波动比春晚还精彩,亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过,说明市场争议太大了,这种市场多空都有钱赚,但是小散很容易被埋。 万幸,在大财报的拯救下,三大指数周线级别收了两根阳线,但还并未收复失地,也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪,由于特斯拉的波动也导致我们这两周账户波动剧烈,跟去年三月有点像。 我个人认为,几家对指数举足轻重的万亿企业基本面没有大问题,美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰,预计首次加息将发生在3月,紧接着年中将缩表。美债收益率接近2%,直接对风险资产造成负向影响。不可否认,宏观利率影响会阶段性造成美股混乱,但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后,标普500指数的12月动态估值已经回归到20倍左右,属于基本合理偏高一点的水平,随着企业业绩落地,盈利贡献会再次驱动估值,并非放水带来的虚高。 短期而言,越是临近3月FOMC议息会议,市场可能还是会非常波动,我就标普指数做了复盘和推演,标普早前跌破年线,最低到4222,在这个位置盘整了5天,我会认为这个支撑还是很牢靠的,5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线,周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上,或者就在年线附近震荡。但是加息前,单边多头或者小幅波动不太现实,宽幅震荡更可能。前期跌了这么多,会不会去4200的附近走另一条腿?还挺有可能的,但市场是走出来的,我不是技术专家,不要听我的。比较有意思的是,罗素2000这这个小盘股指数早前跌破了牛熊线,但从图上看根本没有看到支撑,最近大家一定要多观察罗素2000,因为先跌的往往都是它的成分股,悲观的说,他要继续到175一线才能找到一个支撑。虽然是虎年,市场确是猴市,上蹿下跳的,我1月底","listText":"虎友们新年好,虎年大吉,给大家拜年啦!😬 这一周大盘的波动比春晚还精彩,亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过,说明市场争议太大了,这种市场多空都有钱赚,但是小散很容易被埋。 万幸,在大财报的拯救下,三大指数周线级别收了两根阳线,但还并未收复失地,也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪,由于特斯拉的波动也导致我们这两周账户波动剧烈,跟去年三月有点像。 我个人认为,几家对指数举足轻重的万亿企业基本面没有大问题,美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰,预计首次加息将发生在3月,紧接着年中将缩表。美债收益率接近2%,直接对风险资产造成负向影响。不可否认,宏观利率影响会阶段性造成美股混乱,但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后,标普500指数的12月动态估值已经回归到20倍左右,属于基本合理偏高一点的水平,随着企业业绩落地,盈利贡献会再次驱动估值,并非放水带来的虚高。 短期而言,越是临近3月FOMC议息会议,市场可能还是会非常波动,我就标普指数做了复盘和推演,标普早前跌破年线,最低到4222,在这个位置盘整了5天,我会认为这个支撑还是很牢靠的,5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线,周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上,或者就在年线附近震荡。但是加息前,单边多头或者小幅波动不太现实,宽幅震荡更可能。前期跌了这么多,会不会去4200的附近走另一条腿?还挺有可能的,但市场是走出来的,我不是技术专家,不要听我的。比较有意思的是,罗素2000这这个小盘股指数早前跌破了牛熊线,但从图上看根本没有看到支撑,最近大家一定要多观察罗素2000,因为先跌的往往都是它的成分股,悲观的说,他要继续到175一线才能找到一个支撑。虽然是虎年,市场确是猴市,上蹿下跳的,我1月底","text":"虎友们新年好,虎年大吉,给大家拜年啦!😬 这一周大盘的波动比春晚还精彩,亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过,说明市场争议太大了,这种市场多空都有钱赚,但是小散很容易被埋。 万幸,在大财报的拯救下,三大指数周线级别收了两根阳线,但还并未收复失地,也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪,由于特斯拉的波动也导致我们这两周账户波动剧烈,跟去年三月有点像。 我个人认为,几家对指数举足轻重的万亿企业基本面没有大问题,美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰,预计首次加息将发生在3月,紧接着年中将缩表。美债收益率接近2%,直接对风险资产造成负向影响。不可否认,宏观利率影响会阶段性造成美股混乱,但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后,标普500指数的12月动态估值已经回归到20倍左右,属于基本合理偏高一点的水平,随着企业业绩落地,盈利贡献会再次驱动估值,并非放水带来的虚高。 短期而言,越是临近3月FOMC议息会议,市场可能还是会非常波动,我就标普指数做了复盘和推演,标普早前跌破年线,最低到4222,在这个位置盘整了5天,我会认为这个支撑还是很牢靠的,5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线,周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上,或者就在年线附近震荡。但是加息前,单边多头或者小幅波动不太现实,宽幅震荡更可能。前期跌了这么多,会不会去4200的附近走另一条腿?还挺有可能的,但市场是走出来的,我不是技术专家,不要听我的。比较有意思的是,罗素2000这这个小盘股指数早前跌破了牛熊线,但从图上看根本没有看到支撑,最近大家一定要多观察罗素2000,因为先跌的往往都是它的成分股,悲观的说,他要继续到175一线才能找到一个支撑。虽然是虎年,市场确是猴市,上蹿下跳的,我1月底","images":[{"img":"https://static.tigerbbs.com/c24e9aefd68e3dc0c65797a36f195f3d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d3527ad2dca49d0f77f05fdbd7bea414","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a22f11d54a7115579d36dc68b07cd79d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633260016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633446904,"gmtCreate":1644300099260,"gmtModify":1644300099371,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","listText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","text":"//@Ron71: Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446904","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大型科技股财报总览,FAAMG+TSLA业绩告诉我们什么?","htmlText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633284611,"gmtCreate":1644131149588,"gmtModify":1644131149656,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/633284611","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大型科技股财报总览,FAAMG+TSLA业绩告诉我们什么?","htmlText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633191227,"gmtCreate":1643821465045,"gmtModify":1643821465045,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633191227","repostId":"2208350702","repostType":4,"repost":{"id":"2208350702","pubTimestamp":1643804220,"share":"https://www.laohu8.com/m/news/2208350702?lang=&edition=full","pubTime":"2022-02-02 20:17","market":"us","language":"en","title":"Ferrari points to higher profits this year after record 2021 shipments","url":"https://stock-news.laohu8.com/highlight/detail?id=2208350702","media":"StreetInsider","summary":"MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this y","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3a3605faa0854fc5c85ee85ca2e23fde\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this year after posting strong financial results in 2021 with record shipments of 11,155 vehicles.</p><p>The Italian company guided for adjusted earnings before interest, tax, depreciation and amortization (EBITDA) of 1.65-1.70 billion euros this year, up from 1.53 billion euros ($1.73 billion) in 2021.</p><p>Last year's result was in line with a company-provided forecast of around 1.52 billion euros.</p><p>Milan-listed shares in Ferrari trimmed losses after results were published and were down 0.6% by 1150 GMT.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ferrari points to higher profits this year after record 2021 shipments</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\">\nFerrari points to higher profits this year after record 2021 shipments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-02 20:17 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19543391><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this year after posting strong financial results in 2021 with record shipments of 11,155 vehicles.The ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19543391\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","RACE":"法拉利","BK4548":"巴美列捷福持仓","BK4555":"新能源车"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19543391","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208350702","content_text":"MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this year after posting strong financial results in 2021 with record shipments of 11,155 vehicles.The Italian company guided for adjusted earnings before interest, tax, depreciation and amortization (EBITDA) of 1.65-1.70 billion euros this year, up from 1.53 billion euros ($1.73 billion) in 2021.Last year's result was in line with a company-provided forecast of around 1.52 billion euros.Milan-listed shares in Ferrari trimmed losses after results were published and were down 0.6% by 1150 GMT.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639794614,"gmtCreate":1643430335512,"gmtModify":1643430335578,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Happy Chinese New Year ","listText":"Happy Chinese New Year ","text":"Happy Chinese New Year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639794614","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699295129,"gmtCreate":1639803491180,"gmtModify":1639803491290,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","listText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","text":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699295129","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604845241,"gmtCreate":1639376411521,"gmtModify":1639376411624,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604845241","repostId":"1165968219","repostType":4,"repost":{"id":"1165968219","pubTimestamp":1639364713,"share":"https://www.laohu8.com/m/news/1165968219?lang=&edition=full","pubTime":"2021-12-13 11:05","market":"us","language":"en","title":"Dow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1165968219","media":"investor's business daily","summary":"Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a ke","content":"<p>Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a key Fed meeting looms this week. A market rally attempt is underway, led by Apple stock and Microsoft, with strong gains for the major indexes and the S&P 500 hitting a record close.</p>\n<p></p>\n<p>But market breadth remains a concern. And the market rally is set to stage a follow-through day to confirm the new uptrend. Until then, investors should be cautious about making new buys.</p>\n<p></p>\n<p>Apple (AAPL), Microsoft (MSFT), Advanced Micro Devices (AMD), NXP Semiconductors (NXPI), Adobe (ADBE), Tesla (TSLA) and Rivian stock are in focus this week, with implications for important sectors and the broader market. Adobe stock and Rivian Automotive (RIVN) have earnings this coming week.</p>\n<p></p>\n<p>Microsoft, Adobe, AMD and Tesla stock are on IBD Leaderboard. Adobe and Microsoft stock are on IBD Long-Term Leaders. Microsoft and AMD stock are on the IBD 50.</p>\n<p></p>\n<p>The video embedded in this article reviewed the week's market action and analyzed Microsoft, Adobe and NXP stock.</p>\n<p></p>\n<p></p>\n<p>The final Fed meeting of the year is on Dec. 14-15. After finally agreeing to begin scaling back asset purchases at the November Fed meeting, policymakers have signaled they could speed up the bond taper this week. That would set the stage for Fed rate hikes before mid-2022.</p>\n<p></p>\n<p>The omicron Covid variant was a potential wild card at the start of the month, but there's a growing consensus that it's not a game changer. With inflation at a 39-year high of 6.8% and initial jobless claims at the lowest since 1969, Fed chief Jerome Powell and several of his colleagues are taking a more-hawkish tone.</p>\n<p></p>\n<p>Will the Fed go ahead with a faster taper, or merely signal that one could come in early 2022? And how will financial markets react?</p>\n<p></p>\n<p><b>Dow Jones Futures Today</b></p>\n<p>Dow Jones futures rose 0.4% vs. fair value. S&P 500 futures climbed 0.3% and Nasdaq 100 futures advanced 0.3%.</p>\n<p></p>\n<p>The 10-year Treasury yield rose 1 basis point to 1.5%. Crude oil prices rose 1%.</p>\n<p></p>\n<p>Remember that overnight action in Dow futures and elsewhere doesn't necessarily translate into actual trading in the next regular stock market session.</p>\n<p></p>\n<p>Join IBD experts as they analyze actionable stocks in the stock market rally on IBD Live</p>\n<p></p>\n<p><b>Coronavirus News</b></p>\n<p>Coronavirus cases worldwide reached 270.42 million. Covid-19 deaths topped 5.32 million.</p>\n<p></p>\n<p>Coronavirus cases in the U.S. have hit 50.80 million, with deaths above 817,000.</p>\n<p></p>\n<p>Stock Market Rally Attempt</p>\n<p>A new stock market rally began on Monday, Dec. 5, with the major indexes rebounding from recent lows and closing near weekly highs.</p>\n<p></p>\n<p>The Dow Jones Industrial Average ran up 4% in last week's stock market trading. The S&P 500 index popped 3.8%. The Nasdaq composite gained 3.6%. Apple stock and Microsoft are Dow Jones, S&P 500 and Nasdaq components.</p>\n<p></p>\n<p>The small-cap Russell 2000 advanced 2.4%.</p>\n<p></p>\n<p>The 10-year Treasury yield rose 15 basis points to 1.49%.</p>\n<p></p>\n<p>Among the best ETFs, the Innovator IBD 50 ETF (FFTY) climbed 1.9%, while the Innovator IBD Breakout Opportunities ETF (BOUT) gained 3.5%. The iShares Expanded Tech-Software Sector ETF (IGV) rallied 4%, with Microsoft and Adobe stock major holdings. The VanEck Vectors Semiconductor ETF (SMH) added 2.5%. AMD stock and NXP Semi are SMH components.</p>\n<p></p>\n<p>SPDR S&P Metals & Mining ETF (XME) rose 3.7% and Global X U.S. Infrastructure Development ETF (PAVE) 3.5%. U.S. Global Jets ETF (JETS) jumped 5%, but with some big swings along the way. SPDR S&P Homebuilders ETF (XHB) advanced 4.5% to new highs. The Energy Select SPDR ETF (XLE) climbed 3.7% and the Financial Select SPDR ETF (XLF) 2.7%</p>\n<p></p>\n<p>Reflecting more-speculative story stocks, ARK Innovation ETF (ARKK) gained 2.8% for the week and ARK Genomics ETF (ARKG) 4%, rebounding from 52-week lows. But both gave up much of their weekly gains on Thursday and Friday. Tesla stock remains the top holding of ARK Invest's ETFs.</p>\n<p></p>\n<p><b>Apple Stock</b></p>\n<p>Apple stock surged 10.9% last week to 179.45, and 19.6% over the last four weeks. At $2.94 trillion, AAPL stock is on the cusp of a $3 trillion market cap. But shares are well extended from a buy point. At some point, AAPL stock will take an extended rest. That could offer a new chance to buy or add shares. But can the market rally without Apple stock leading?</p>\n<p></p>\n<p></p>\n<p><b>Microsoft Stock</b></p>\n<p>MSFT stock hasn't risen as fast as Apple. But unlike its fellow Dow Jones titan, Microsoft stock has been a market leader for most of 2021 — and has stronger growth prospects. Microsoft stock jumped just over 6% last week to 342.54, including Friday's 2.8% pop. Breaking short-term trend lines and still close to its 10-week line, MSFT stock is flashing buy signals. But market conditions raise concerns.</p>\n<p></p>\n<p>AMD Stock</p>\n<p>AMD stock did rebound Tuesday, but otherwise had a difficult week, retreating 3.8% to 138.55. Shares are moving back toward their 10-week line. That could provide a buying opportunity, assuming AMD stock bounces. If AMD stock struggles at that level, it would be a bad sign for rival Nvidia (NVDA), which has held up better in recent weeks, and chip stocks overall.</p>\n<p></p>\n<p></p>\n<p><b>NXP Stock</b></p>\n<p>NXP Semiconductor stock whipsawed last week, breaking out powerfully on Tuesday but pulling back below the 227.60 cup-with-handle buy point on a Wednesday sell rating. Since then NXP stock has been trading just above the 21-day line and below the buy point. Shares dipped 0.3% to 226.46 for the week. If there's a confirmed market rally, there's a good chance the auto- and wireless-chip maker will clear the buy point decisively. But if the market reverses, NXP very likely will fall back.</p>\n<p></p>\n<p></p>\n<p><b>Adobe Stock</b></p>\n<p>Adobe stock rebounded 6.15% last week to 654.45, trading just above its 50-day line and below an old 659.29 buy point that's no longer valid. Investors could buy this Long-Term Leader off the 50-day line, but probably should wait until earnings on Thursday. It'll be an important report for business software makers generally, which are trying to rebound after big sell-offs.</p>\n<p></p>\n<p></p>\n<p><b>Tesla Stock</b></p>\n<p>Tesla stock edged up 0.2% to 1,017.03 last week, but it was another wild ride. Shares tumbled below their 50-day line and recent lows on Monday but closed above that key level. A midweek rebound hit resistance at the 21-day line. Then, like a lot of growth stocks, TSLA stock sold off Thursday, before a slight bounce on Friday.</p>\n<p></p>\n<p>The EV giant is working on a new base, though that needs another week to form, with a likely 1,202.05 buy point. Drawing a trend line from the record high could offer an early entry around 1,150.</p>\n<p></p>\n<p>If Tesla can rebound decisively, that would likely reflect on, and spur gains among, other EV plays as well as highly valued growth stocks generally. That's key, given how narrow the market leadership has been.</p>\n<p></p>\n<p>But a sharp sell-off, including a clear close below recent lows, would be a negative sign for TSLA stock and the market. It would put the 900.50 buy point from the long cup consolidation at risk.</p>\n<p></p>\n<p></p>\n<p><b>Rivian Stock</b></p>\n<p>Rivian stock came out like a lion, racing from a $75 IPO price on Nov. 9 to a 179.47 intraday peak in just five sessions. But since then the EV startup has tumbled back, starting to consolidate, generally between 100-120. Shares rallied 9.5% to 114.66 last week.</p>\n<p></p>\n<p>Rivian reports earnings on Thursday for the first time since its IPO. With only minimal deliveries of its R1T EV pickup, Rivian revenue will remain low with hefty losses. So investors will be looking for guidance on a production ramp for the R1T and when the R1S SUV will debut as well as mass production of delivery vans for Amazon.com (AMZN), a key Rivian investor.</p>\n<p></p>\n<p>Rivian will announce a new vehicle-assembly and battery plant in Georgia, Bloomberg News reported Friday evening, citing sources. That followed local reports along those lines. The announcement will likely come Thursday, the same day as earnings.</p>\n<p></p>\n<p>Rivian already has a factory in Normal, Illinois.</p>\n<p></p>\n<p>But there is no question that RIVN stock is highly speculative. If Rivian stock rebounds, especially after earnings, it will soon have a deep IPO base with a 179.57 buy point. Investors may want to look for earlier entries, perhaps in the 120-125 area.</p>\n<p></p>\n<p></p>\n<p>Even with its big retreat, Rivian stock has a market cap of $102 billion, higher than General Motors (GM) ($91.8 billion) and Ford Motor (F) ($86 billion). Ford owns a hefty stake of Rivian as well, and surged to a long-term high on Friday.</p>\n<p></p>\n<p>The Rivian valuation is positive for Tesla stock. If Rivian stock can have a valuation north of $100 billion with just a handful of deliveries, that certainly justifies Tesla's $1 trillion valuation as the company has topped a 1 million delivery run rate.</p>\n<p></p>\n<p><b>Market Rally Analysis</b></p>\n<p>A new stock market rally attempt got underway this past week with strong gains, but then paused late in the week. That's not that unusual. In early October, the major indexes rebounded for three days, then pulled back slightly over the next three sessions before beginning its decisive move higher.</p>\n<p></p>\n<p>The market performed fairly well on Friday given the hot inflation data and the prospect of a faster Fed taper. And for the week, all the major indexes had strong gains, regaining their 50-day lines and closing in the upper third of their ranges. The S&P 500 index moved to an all-time closing high on Friday.</p>\n<p></p>\n<p>However, much of the market rally's strength has been in Apple, Microsoft and Google, the three most valuable stocks.</p>\n<p></p>\n<p>The Russell 2000 had a solid percentage gain for the week, though it fell back below its 200-day line on Thursday and edged lower on Friday as the big-cap indexes powered higher. The small-cap index closed just below the midpoint of its weekly range.</p>\n<p></p>\n<p>The action of growth stocks was mixed, with the FFTY ETF also unable to hold its 200-day line.</p>\n<p></p>\n<p></p>\n<p>Losers outpaced winners once again on Friday, continuing a weekslong trend with only a few exceptions. New lows outnumbered new highs, especially on the Nasdaq.</p>\n<p></p>\n<p>Ultimately, the stock market rally attempt still needs a follow-through day. Until there is a confirmed uptrend — or the major indexes undercut recent lows — the market direction is in flux.</p>\n<p></p>\n<p>It's possible that the Fed meeting announcement could be a catalyst for a confirmed market rally or a renewed sell-off. But a decisive move may come before the Fed meeting, or not at all.</p>\n<p></p>\n<p>Keep in mind that confirmed market rallies don't always work. If market breadth remains narrow, making gains could be difficult even as the major indexes advance.</p>\n<p></p>\n<p><b>What To Do Now</b></p>\n<p>Early last week, aggressive traders might have nibbled on a few stocks. The market was moving higher, with at least a short-term bounce likely. But the market has now had its bounce.</p>\n<p></p>\n<p>At this point, investors should likely hold off on new buys until there is a confirmed market rally.</p>\n<p></p>\n<p>But it's a crucial time for being prepared. Run your screens and work on your watchlists, identifying key potential buys if market conditions are ripe.</p>\n<p></p>\n<p>Then stay engaged. Be ready to act if there is a confirmed market rally — or if the major indexes and leading stocks deteriorate.</p>","source":"lsy1610612141385","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus</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\">\nDow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 11:05 GMT+8 <a href=https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-still-in-flux-with-fed-set-to-speed-up-apple-tesla-rivian-in-focus/><strong>investor's business daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a key Fed meeting looms this week. A market rally attempt is underway, led by Apple stock and Microsoft,...</p>\n\n<a href=\"https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-still-in-flux-with-fed-set-to-speed-up-apple-tesla-rivian-in-focus/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯","TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-still-in-flux-with-fed-set-to-speed-up-apple-tesla-rivian-in-focus/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165968219","content_text":"Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a key Fed meeting looms this week. A market rally attempt is underway, led by Apple stock and Microsoft, with strong gains for the major indexes and the S&P 500 hitting a record close.\n\nBut market breadth remains a concern. And the market rally is set to stage a follow-through day to confirm the new uptrend. Until then, investors should be cautious about making new buys.\n\nApple (AAPL), Microsoft (MSFT), Advanced Micro Devices (AMD), NXP Semiconductors (NXPI), Adobe (ADBE), Tesla (TSLA) and Rivian stock are in focus this week, with implications for important sectors and the broader market. Adobe stock and Rivian Automotive (RIVN) have earnings this coming week.\n\nMicrosoft, Adobe, AMD and Tesla stock are on IBD Leaderboard. Adobe and Microsoft stock are on IBD Long-Term Leaders. Microsoft and AMD stock are on the IBD 50.\n\nThe video embedded in this article reviewed the week's market action and analyzed Microsoft, Adobe and NXP stock.\n\n\nThe final Fed meeting of the year is on Dec. 14-15. After finally agreeing to begin scaling back asset purchases at the November Fed meeting, policymakers have signaled they could speed up the bond taper this week. That would set the stage for Fed rate hikes before mid-2022.\n\nThe omicron Covid variant was a potential wild card at the start of the month, but there's a growing consensus that it's not a game changer. With inflation at a 39-year high of 6.8% and initial jobless claims at the lowest since 1969, Fed chief Jerome Powell and several of his colleagues are taking a more-hawkish tone.\n\nWill the Fed go ahead with a faster taper, or merely signal that one could come in early 2022? And how will financial markets react?\n\nDow Jones Futures Today\nDow Jones futures rose 0.4% vs. fair value. S&P 500 futures climbed 0.3% and Nasdaq 100 futures advanced 0.3%.\n\nThe 10-year Treasury yield rose 1 basis point to 1.5%. Crude oil prices rose 1%.\n\nRemember that overnight action in Dow futures and elsewhere doesn't necessarily translate into actual trading in the next regular stock market session.\n\nJoin IBD experts as they analyze actionable stocks in the stock market rally on IBD Live\n\nCoronavirus News\nCoronavirus cases worldwide reached 270.42 million. Covid-19 deaths topped 5.32 million.\n\nCoronavirus cases in the U.S. have hit 50.80 million, with deaths above 817,000.\n\nStock Market Rally Attempt\nA new stock market rally began on Monday, Dec. 5, with the major indexes rebounding from recent lows and closing near weekly highs.\n\nThe Dow Jones Industrial Average ran up 4% in last week's stock market trading. The S&P 500 index popped 3.8%. The Nasdaq composite gained 3.6%. Apple stock and Microsoft are Dow Jones, S&P 500 and Nasdaq components.\n\nThe small-cap Russell 2000 advanced 2.4%.\n\nThe 10-year Treasury yield rose 15 basis points to 1.49%.\n\nAmong the best ETFs, the Innovator IBD 50 ETF (FFTY) climbed 1.9%, while the Innovator IBD Breakout Opportunities ETF (BOUT) gained 3.5%. The iShares Expanded Tech-Software Sector ETF (IGV) rallied 4%, with Microsoft and Adobe stock major holdings. The VanEck Vectors Semiconductor ETF (SMH) added 2.5%. AMD stock and NXP Semi are SMH components.\n\nSPDR S&P Metals & Mining ETF (XME) rose 3.7% and Global X U.S. Infrastructure Development ETF (PAVE) 3.5%. U.S. Global Jets ETF (JETS) jumped 5%, but with some big swings along the way. SPDR S&P Homebuilders ETF (XHB) advanced 4.5% to new highs. The Energy Select SPDR ETF (XLE) climbed 3.7% and the Financial Select SPDR ETF (XLF) 2.7%\n\nReflecting more-speculative story stocks, ARK Innovation ETF (ARKK) gained 2.8% for the week and ARK Genomics ETF (ARKG) 4%, rebounding from 52-week lows. But both gave up much of their weekly gains on Thursday and Friday. Tesla stock remains the top holding of ARK Invest's ETFs.\n\nApple Stock\nApple stock surged 10.9% last week to 179.45, and 19.6% over the last four weeks. At $2.94 trillion, AAPL stock is on the cusp of a $3 trillion market cap. But shares are well extended from a buy point. At some point, AAPL stock will take an extended rest. That could offer a new chance to buy or add shares. But can the market rally without Apple stock leading?\n\n\nMicrosoft Stock\nMSFT stock hasn't risen as fast as Apple. But unlike its fellow Dow Jones titan, Microsoft stock has been a market leader for most of 2021 — and has stronger growth prospects. Microsoft stock jumped just over 6% last week to 342.54, including Friday's 2.8% pop. Breaking short-term trend lines and still close to its 10-week line, MSFT stock is flashing buy signals. But market conditions raise concerns.\n\nAMD Stock\nAMD stock did rebound Tuesday, but otherwise had a difficult week, retreating 3.8% to 138.55. Shares are moving back toward their 10-week line. That could provide a buying opportunity, assuming AMD stock bounces. If AMD stock struggles at that level, it would be a bad sign for rival Nvidia (NVDA), which has held up better in recent weeks, and chip stocks overall.\n\n\nNXP Stock\nNXP Semiconductor stock whipsawed last week, breaking out powerfully on Tuesday but pulling back below the 227.60 cup-with-handle buy point on a Wednesday sell rating. Since then NXP stock has been trading just above the 21-day line and below the buy point. Shares dipped 0.3% to 226.46 for the week. If there's a confirmed market rally, there's a good chance the auto- and wireless-chip maker will clear the buy point decisively. But if the market reverses, NXP very likely will fall back.\n\n\nAdobe Stock\nAdobe stock rebounded 6.15% last week to 654.45, trading just above its 50-day line and below an old 659.29 buy point that's no longer valid. Investors could buy this Long-Term Leader off the 50-day line, but probably should wait until earnings on Thursday. It'll be an important report for business software makers generally, which are trying to rebound after big sell-offs.\n\n\nTesla Stock\nTesla stock edged up 0.2% to 1,017.03 last week, but it was another wild ride. Shares tumbled below their 50-day line and recent lows on Monday but closed above that key level. A midweek rebound hit resistance at the 21-day line. Then, like a lot of growth stocks, TSLA stock sold off Thursday, before a slight bounce on Friday.\n\nThe EV giant is working on a new base, though that needs another week to form, with a likely 1,202.05 buy point. Drawing a trend line from the record high could offer an early entry around 1,150.\n\nIf Tesla can rebound decisively, that would likely reflect on, and spur gains among, other EV plays as well as highly valued growth stocks generally. That's key, given how narrow the market leadership has been.\n\nBut a sharp sell-off, including a clear close below recent lows, would be a negative sign for TSLA stock and the market. It would put the 900.50 buy point from the long cup consolidation at risk.\n\n\nRivian Stock\nRivian stock came out like a lion, racing from a $75 IPO price on Nov. 9 to a 179.47 intraday peak in just five sessions. But since then the EV startup has tumbled back, starting to consolidate, generally between 100-120. Shares rallied 9.5% to 114.66 last week.\n\nRivian reports earnings on Thursday for the first time since its IPO. With only minimal deliveries of its R1T EV pickup, Rivian revenue will remain low with hefty losses. So investors will be looking for guidance on a production ramp for the R1T and when the R1S SUV will debut as well as mass production of delivery vans for Amazon.com (AMZN), a key Rivian investor.\n\nRivian will announce a new vehicle-assembly and battery plant in Georgia, Bloomberg News reported Friday evening, citing sources. That followed local reports along those lines. The announcement will likely come Thursday, the same day as earnings.\n\nRivian already has a factory in Normal, Illinois.\n\nBut there is no question that RIVN stock is highly speculative. If Rivian stock rebounds, especially after earnings, it will soon have a deep IPO base with a 179.57 buy point. Investors may want to look for earlier entries, perhaps in the 120-125 area.\n\n\nEven with its big retreat, Rivian stock has a market cap of $102 billion, higher than General Motors (GM) ($91.8 billion) and Ford Motor (F) ($86 billion). Ford owns a hefty stake of Rivian as well, and surged to a long-term high on Friday.\n\nThe Rivian valuation is positive for Tesla stock. If Rivian stock can have a valuation north of $100 billion with just a handful of deliveries, that certainly justifies Tesla's $1 trillion valuation as the company has topped a 1 million delivery run rate.\n\nMarket Rally Analysis\nA new stock market rally attempt got underway this past week with strong gains, but then paused late in the week. That's not that unusual. In early October, the major indexes rebounded for three days, then pulled back slightly over the next three sessions before beginning its decisive move higher.\n\nThe market performed fairly well on Friday given the hot inflation data and the prospect of a faster Fed taper. And for the week, all the major indexes had strong gains, regaining their 50-day lines and closing in the upper third of their ranges. The S&P 500 index moved to an all-time closing high on Friday.\n\nHowever, much of the market rally's strength has been in Apple, Microsoft and Google, the three most valuable stocks.\n\nThe Russell 2000 had a solid percentage gain for the week, though it fell back below its 200-day line on Thursday and edged lower on Friday as the big-cap indexes powered higher. The small-cap index closed just below the midpoint of its weekly range.\n\nThe action of growth stocks was mixed, with the FFTY ETF also unable to hold its 200-day line.\n\n\nLosers outpaced winners once again on Friday, continuing a weekslong trend with only a few exceptions. New lows outnumbered new highs, especially on the Nasdaq.\n\nUltimately, the stock market rally attempt still needs a follow-through day. Until there is a confirmed uptrend — or the major indexes undercut recent lows — the market direction is in flux.\n\nIt's possible that the Fed meeting announcement could be a catalyst for a confirmed market rally or a renewed sell-off. But a decisive move may come before the Fed meeting, or not at all.\n\nKeep in mind that confirmed market rallies don't always work. If market breadth remains narrow, making gains could be difficult even as the major indexes advance.\n\nWhat To Do Now\nEarly last week, aggressive traders might have nibbled on a few stocks. The market was moving higher, with at least a short-term bounce likely. But the market has now had its bounce.\n\nAt this point, investors should likely hold off on new buys until there is a confirmed market rally.\n\nBut it's a crucial time for being prepared. Run your screens and work on your watchlists, identifying key potential buys if market conditions are ripe.\n\nThen stay engaged. Be ready to act if there is a confirmed market rally — or if the major indexes and leading stocks deteriorate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934244,"gmtCreate":1638592857502,"gmtModify":1638592857502,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934244","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","pubTimestamp":1638544099,"share":"https://www.laohu8.com/m/news/1115344844?lang=&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p>\n<ul>\n <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>\n <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>\n <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p>\n<p>I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p>\n<p>However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p>\n<p>A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p>\n<p>What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p>\n<p><b>Upstart</b></p>\n<p>Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p>\n<p>Let's look at some numbers:</p>\n<p><img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p>\n<p>I think there are two key mistakes that investors should avoid here:</p>\n<ol>\n <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>\n <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li>\n</ol>\n<p>Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Zscaler</b></p>\n<p>Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p>\n<p>How exceptional is Zscaler? Just look at those revenue growth numbers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p>\n<p>I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p>\n<p><b>Monday.com</b></p>\n<p>Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p>\n<p>Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p>\n<p>On top of that, it is also cheap relative to other cloud stocks:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p>\n<p>The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p>\n<p>The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p>\n<p><b>Closing Thoughts And Honorary Mentions</b></p>\n<p>On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p>\n<p>Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p>\n<p>This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</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>3 High Growth Stocks To Buy In The Pullback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 23:08 GMT+8 <a href=https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress ...</p>\n\n<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNDY":"Monday.com Ltd.","ZS":"Zscaler Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934375,"gmtCreate":1638592750598,"gmtModify":1638592750598,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934375","repostId":"1192973257","repostType":4,"repost":{"id":"1192973257","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638542620,"share":"https://www.laohu8.com/m/news/1192973257?lang=&edition=full","pubTime":"2021-12-03 22:43","market":"us","language":"en","title":"Alibaba shares fell nearly 9%, hitting a 52 week low","url":"https://stock-news.laohu8.com/highlight/detail?id=1192973257","media":"老虎资讯综合","summary":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","content":"<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Alibaba shares fell nearly 9%, hitting a 52 week low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba shares fell nearly 9%, hitting a 52 week low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-03 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192973257","content_text":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608935857,"gmtCreate":1638592660874,"gmtModify":1638592660874,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608935857","repostId":"1158981658","repostType":4,"repost":{"id":"1158981658","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":1638545456,"share":"https://www.laohu8.com/m/news/1158981658?lang=&edition=full","pubTime":"2021-12-03 23:30","market":"us","language":"en","title":"Tesla's Musk over halfway through his pledge with nearly $11 bln stake sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1158981658","media":"Reuters","summary":"Dec 3 - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.He has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.Musk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million","content":"<p>Dec 3 (Reuters) - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.</p>\n<p>He has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.</p>\n<p>Here is a string of transactions he has done:</p>\n<table>\n <tbody>\n <tr>\n <td>DATE</td>\n <td>SHARES ACQUIRED</td>\n <td>SHARES SOLD</td>\n <td>GROSS PROCEEDS</td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td>2.2 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td></td>\n <td>934,091</td>\n <td>$1.10 bln</td>\n </tr>\n <tr>\n <td>NOV. 9</td>\n <td></td>\n <td>3.1 mln</td>\n <td>$3.35 bln</td>\n </tr>\n <tr>\n <td>NOV. 10</td>\n <td></td>\n <td>500,000</td>\n <td>$527.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 11</td>\n <td></td>\n <td>639,737</td>\n <td>$687.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 12</td>\n <td></td>\n <td>1.2 mln</td>\n <td>$1.24 bln</td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td></td>\n <td>934,091</td>\n <td>$930.7 mln</td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td></td>\n <td>934,091</td>\n <td>$973.4 mln</td>\n </tr>\n <tr>\n <td>NOV. 23</td>\n <td>2.15 mln</td>\n <td>934,091</td>\n <td>$1.05 bln</td>\n </tr>\n <tr>\n <td>DEC. 2</td>\n <td>2.1 mln</td>\n <td>934,091</td>\n <td>$1.01 bln</td>\n </tr>\n <tr>\n <td>Total</td>\n <td>10.7 mln</td>\n <td>10.1 mln</td>\n <td>$10.87 bln</td>\n </tr>\n </tbody>\n</table>\n<p><b>HOW DID MUSK SELL?</b></p>\n<p>Musk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million shares through his trust and stock options, bringing his stake in Tesla to about 23% as of June 30. It included 170 million shares held by his trust.</p>\n<p>The tweet was vague. Musk did not outline if he was intending to offload 10% of his shares he indirectly owned through the trust or if his stock options were also part of the deal.</p>\n<p>Following a flurry of options exercise, Musk still has an option to buy about 10 million more shares at $6.24 each, which expires in August next year.</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>Tesla's Musk over halfway through his pledge with nearly $11 bln stake sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Musk over halfway through his pledge with nearly $11 bln stake sale\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\">2021-12-03 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 3 (Reuters) - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.</p>\n<p>He has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.</p>\n<p>Here is a string of transactions he has done:</p>\n<table>\n <tbody>\n <tr>\n <td>DATE</td>\n <td>SHARES ACQUIRED</td>\n <td>SHARES SOLD</td>\n <td>GROSS PROCEEDS</td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td>2.2 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td></td>\n <td>934,091</td>\n <td>$1.10 bln</td>\n </tr>\n <tr>\n <td>NOV. 9</td>\n <td></td>\n <td>3.1 mln</td>\n <td>$3.35 bln</td>\n </tr>\n <tr>\n <td>NOV. 10</td>\n <td></td>\n <td>500,000</td>\n <td>$527.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 11</td>\n <td></td>\n <td>639,737</td>\n <td>$687.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 12</td>\n <td></td>\n <td>1.2 mln</td>\n <td>$1.24 bln</td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td></td>\n <td>934,091</td>\n <td>$930.7 mln</td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td></td>\n <td>934,091</td>\n <td>$973.4 mln</td>\n </tr>\n <tr>\n <td>NOV. 23</td>\n <td>2.15 mln</td>\n <td>934,091</td>\n <td>$1.05 bln</td>\n </tr>\n <tr>\n <td>DEC. 2</td>\n <td>2.1 mln</td>\n <td>934,091</td>\n <td>$1.01 bln</td>\n </tr>\n <tr>\n <td>Total</td>\n <td>10.7 mln</td>\n <td>10.1 mln</td>\n <td>$10.87 bln</td>\n </tr>\n </tbody>\n</table>\n<p><b>HOW DID MUSK SELL?</b></p>\n<p>Musk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million shares through his trust and stock options, bringing his stake in Tesla to about 23% as of June 30. It included 170 million shares held by his trust.</p>\n<p>The tweet was vague. Musk did not outline if he was intending to offload 10% of his shares he indirectly owned through the trust or if his stock options were also part of the deal.</p>\n<p>Following a flurry of options exercise, Musk still has an option to buy about 10 million more shares at $6.24 each, which expires in August next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158981658","content_text":"Dec 3 (Reuters) - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.\nHe has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.\nHere is a string of transactions he has done:\n\n\n\nDATE\nSHARES ACQUIRED\nSHARES SOLD\nGROSS PROCEEDS\n\n\nNOV. 8\n2.2 mln\n\n\n\n\nNOV. 8\n\n934,091\n$1.10 bln\n\n\nNOV. 9\n\n3.1 mln\n$3.35 bln\n\n\nNOV. 10\n\n500,000\n$527.3 mln\n\n\nNOV. 11\n\n639,737\n$687.3 mln\n\n\nNOV. 12\n\n1.2 mln\n$1.24 bln\n\n\nNOV. 15\n2.1 mln\n\n\n\n\nNOV. 15\n\n934,091\n$930.7 mln\n\n\nNOV. 16\n2.1 mln\n\n\n\n\nNOV. 16\n\n934,091\n$973.4 mln\n\n\nNOV. 23\n2.15 mln\n934,091\n$1.05 bln\n\n\nDEC. 2\n2.1 mln\n934,091\n$1.01 bln\n\n\nTotal\n10.7 mln\n10.1 mln\n$10.87 bln\n\n\n\nHOW DID MUSK SELL?\nMusk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million shares through his trust and stock options, bringing his stake in Tesla to about 23% as of June 30. It included 170 million shares held by his trust.\nThe tweet was vague. Musk did not outline if he was intending to offload 10% of his shares he indirectly owned through the trust or if his stock options were also part of the deal.\nFollowing a flurry of options exercise, Musk still has an option to buy about 10 million more shares at $6.24 each, which expires in August next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253871,"gmtCreate":1637323414161,"gmtModify":1637323414250,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253871","repostId":"1153113708","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253971,"gmtCreate":1637323374962,"gmtModify":1637323381386,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253971","repostId":"2184891256","repostType":4,"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879386948,"gmtCreate":1636682372301,"gmtModify":1636683157813,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879386948","repostId":"1104158261","repostType":4,"repost":{"id":"1104158261","pubTimestamp":1636678914,"share":"https://www.laohu8.com/m/news/1104158261?lang=&edition=full","pubTime":"2021-11-12 09:01","market":"sg","language":"en","title":"Singapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel","url":"https://stock-news.laohu8.com/highlight/detail?id=1104158261","media":"Businesstimes","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Nov 12):\nSATS (S58): The ground-handling and in-flight catering company reported a profit of S$13.2 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 09:01 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel><strong>Businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Nov 12):\nSATS (S58): The ground-handling and in-flight catering company reported a profit of S$13.2 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQ5.SI":"星狮地产有限公司","S58.SI":"新翔集团有限公司","C6L.SI":"新加坡航空公司","E28.SI":"福根集团有限公司","5VJ.SI":"合盛农业集团","S61.SI":"新捷运","E5H.SI":"金光农业资源"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104158261","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Nov 12):\nSATS (S58): The ground-handling and in-flight catering company reported a profit of S$13.2 million for H1 FY2021-2022, reversing out of a loss of S$76.9 million a year ago. In a bourse filing on Friday (Nov 12) before the market opened, SATS said that recovery was driven by higher cargo volumes, ship calls and an income tax credit of S$8.9 million. Shares of SATS closed down 0.2 per cent or S$0.01 to S$4.20.\nFrasers Property: (TQ5) The mainboard-listed property developer has reversed into the black for the second half of the fiscal year, due to strong contributions from industrial and logistics. Net profit for the 6 months ended Sep 30 stood at S$528.4 million, reversing from a net loss of S$74.8 million in the same period a year ago. Frasers Property shares ended flat at S$1.17 on Thursday (Nov 11).\nKeppel Infrastructure Trust (KIT): (AR7U) Its Australian subsidiary Basslink has entered voluntary administration, announced the trustee-manger on Friday (Nov 12). The decision comes in the wake of ongoing disputes with Basslink's customer Hydro Tasmania and an unsuccessful sale process with APA. Units of KIT ended S$0.005 or 0.9 per cent lower at S$0.545 on Nov 11.\nGolden Agri-Resources: (E5H) The palm oil plantation company on Friday (Nov 12) said it reversed into the back in its third quarter ended Sep 30, 2021, with net profit at US$115 million, compared to a net loss of US$5 million a year ago. This was due to higher average selling prices and an increase in sales volume. Shares of Golden Agri closed at S$0.265 on Nov 11, down S$0.005 or 1.9 per cent.\nSasseur Reit: (CRPU) The real estate investment trust (Reit) which owns 4 outlet malls in China, posted a 3.8 per cent rise in its distribution per unit to S$0.01831 for the third quarter ended Sept 30, 2021, from S$0.01764 a year ago. In a Q3 2021 financial update on Friday (Nov 12), the Reit manager said total sales in its China malls saw a 12 per cent quarter on quarter growth. Units of the counter closed up 0.6 per cent or S$0.005 to S$0.86, on Nov 11.\nSIA: (C6L) The flag carrier has reported a smaller net loss of S$427.6 million for the second quarter to September, as passenger traffic rose amid Singapore's launch of vaccinated travel lanes. SIA's cash burn rate also has narrowed to S$18 million per month or S$106 million in the first half of FY2022 as operating performance improved. The counter was S$0.03 higher at S$5.45 at the close of Thursday (Nov 11), before the financial results went public.\nSingtel: (Z74) The mainboard-listed telco's full-year dividends could rise by about 20 per cent year on year, chief financial officer Arthur Lang told a briefing on Nov 11, after a rebound at key associate Bharti Airtel propelled first-half profits skywards. Singtel's net profit grew by about 104.7 per cent year on year, to S$954 million for the 6 months to Sep 30, as its share of associate and joint-venture results turned positive. Singtel added S$0.01 or 0.4 per cent to S$2.56 on the news.\nComfortDelGro: (C52) The land transport operator registered a third-quarter profit after tax and minority interests of S$25.8 million, up 19.4 per cent year on year. Revenue was 7.4 per cent higher at S$880.3 million, lifted by higher revenue from public transport services and automotive engineering services. The counter closed at S$1.56 on Thursday (Nov 11), shedding S$0.05 or 3.1 per cent.\nSBS Transit: (S61) The public transport operator's third quarter profit-after-tax shrank around 28 per cent year on year to S$13.86 million, it said in a filing with the Singapore Exchange on Thursday (Nov 11). Revenue was 10.9 per cent higher at S$334.85 million, while operating profit fell nearly 28 per cent to S$14.1 million. Shares in SBS Transit closed at S$2.98 on Thursday, down S$0.01 or 0.3 per cent.\nFrencken: (E28) The machine industry company's earnings rose 10.7 per cent year on year to S$14.77 million in Q3 as it registered higher revenue. Revenue increased 18.7 per cent year on year to S$196.46 million, boosted by stronger sales. The counter closed at S$2.31 on Thursday (Nov 11), gaining S$0.13 or 6 per cent.\nHalcyon Agri: (5VJ) The natural rubber supply company saw earnings before interest, tax, depreciation and amortisation fall 21.8 per cent to US$9.7 million for the third quarter ended Sep 30. However, revenue in the same period rose 51.9 per cent to US$602.1 million from S$396.4 million a year ago, attributed to robust downstream demand. Shares of Halcyon Agri fell 2 per cent or S$0.005 to close at S$0.245 on Nov 11, before the business update.\nBoustead Projects: (F9D) The group posted a net profit of S$5.9 million for the first half of its financial year ended Sep 30, 2021, marking a reversal from the S$2.2 million loss it saw in the same period a year ago. The company attributed the rise in total revenue to more normalised revenue recognition on engineering and construction projects in H1 FY2022. Shares closed flat at S$0.99 on Nov 11, before the financial results were released.\nCortina: (C41) The mainboard-listed company's earnings surged 74 per cent to S$25.4 million in the first half of its financial year ended Sep 30, from S$14.6 million a year ago. Sales margins also contributed to higher profits, improving to 30 per cent in the latest half year. Cortina shares closed flat on Nov 11 at S$3.80 before its financial results were released.\nOld Chang Kee: (5ML) The Catalist-listed food and beverage chain posted a net profit decline of 45.1 per cent to S$3.4 million for the first half of its financial year ended Sep 30, from S$6.1 million a year earlier. The group saw its profit margin decrease by 1.7 per cent to 64.3 per cent in H1 FY2022. Its shares closed flat at S$0.69 on Thursday (Nov 11), before the financial results were released.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854756625,"gmtCreate":1635486710483,"gmtModify":1635486710617,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854756625","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p>\n<p>Apple fell 3.7% in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p>\n<p>However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p>\n<p>Here's how Apple did versus Refinitiv consensus estimates:</p>\n<ul>\n <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li>\n <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li>\n</ul>\n<p>iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p>\n<p>Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p>\n<p>Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p>\n<p>The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p>\n<p>Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p>\n<p>Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p>\n<p>Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p>\n<p><b>MISSES</b></p>\n<p>Apple missed expectations in two key categories.</p>\n<p>Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p>\n<p>Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p>\n<p>\"It's very difficult to call,\" Cook said.</p>\n<p>The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p>\n<p>Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p>\n<p>The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p>\n<p>\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p>\n<p>Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p>\n<p>The company said it returned $24 billion to shareholders during the quarter.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion</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 sales miss expectations, supply issues cost company $6 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 06:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p>\n<p>Apple fell 3.7% in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p>\n<p>However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p>\n<p>Here's how Apple did versus Refinitiv consensus estimates:</p>\n<ul>\n <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li>\n <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li>\n</ul>\n<p>iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p>\n<p>Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p>\n<p>Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p>\n<p>The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p>\n<p>Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p>\n<p>Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p>\n<p>Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p>\n<p><b>MISSES</b></p>\n<p>Apple missed expectations in two key categories.</p>\n<p>Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p>\n<p>Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p>\n<p>\"It's very difficult to call,\" Cook said.</p>\n<p>The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p>\n<p>Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p>\n<p>The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p>\n<p>\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p>\n<p>Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p>\n<p>The company said it returned $24 billion to shareholders during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855956467,"gmtCreate":1635328170988,"gmtModify":1635328170988,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855956467","repostId":"2178282200","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858961194,"gmtCreate":1634964316797,"gmtModify":1634964316902,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858961194","repostId":"1168180190","repostType":2,"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865288808,"gmtCreate":1632987475507,"gmtModify":1632987475611,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865288808","repostId":"1104172212","repostType":4,"repost":{"id":"1104172212","pubTimestamp":1632965278,"share":"https://www.laohu8.com/m/news/1104172212?lang=&edition=full","pubTime":"2021-09-30 09:27","market":"us","language":"en","title":"2021 Global Market Outlook - Q4 Update: Growing Pains","url":"https://stock-news.laohu8.com/highlight/detail?id=1104172212","media":"seekingalpha","summary":"Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double","content":"<p><b>Summary</b></p>\n<ul>\n <li>The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.</li>\n <li>The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor.</li>\n <li>The key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter.</li>\n</ul>\n<p>The COVID-19 delta variant, inflation and central bank tapering are unnerving investors. <b>We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening. Amid this backdrop, our outlook favors equities over bonds, the value factor over the growth factor and non-U.S. stocks over U.S. stocks.</b></p>\n<p><b>Introduction</b></p>\n<p>The post-lockdown recovery has transitioned from energetic youthfulness to awkward adolescence. It’s still growing, although at a slower pace, and there are worries about what happens next, particularly about monetary policy and the outlook for inflation. Theinflation spikehas been larger than expected, but we still think it istransitory, caused by base effects from when the U.S. consumer price index (CPI) fell during the lockdown last year and by temporary supply bottlenecks. Inflation may remain high over the remainder of 2021 but should decline in early 2022. This means that even though the U.S. Federal Reserve (Fed) is likely to begin tapering back on asset purchases before the end of the year, rate hikes are unlikely before the second half of 2023.</p>\n<p>Another worry is thehighly contagious COVID-19 delta variant. The evidence so far is that vaccines are effective in preventing serious COVID-19 infections. Vaccination rates are accelerating globally, and emerging economies are catching up with developed markets. Infection rates appear to have peaked globally in early September. This means the reopening of economies should continue over the remainder of 2021. The onset of winter in the northern hemisphere will be a test, but the rollout of booster vaccination shots should help prevent widescale renewed lockdowns.</p>\n<p>The conclusions from our cycle, value and sentiment (CVS) investment decision-making process are broadly unchanged from our previous quarterly report. Global equities remain expensive, with the very expensive U.S. market offsetting better value elsewhere. Sentiment is slightly overbought, but not close to dangerous levels of euphoria. The strong cycle delivers a preference for equities over bonds for at least the next 12 months, despite expensive valuations. It also reinforces our preference for thevalue equity factor over the growth factorand for non-U.S. equities to outperform the U.S. market.</p>\n<p><b>Cycle still in recovery phase</b></p>\n<p>The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. Even so, we think the cycle is still in the recovery phase, although it is maturing. Despite strong growth, there is plenty of spare capacity. This can be seen in the employment-to-population ratio for prime-age workers in the United States. The chart below shows the ratio has recovered from the pandemic lows, but only to levels reached during the relatively mild recessions in the early 1990s and 2000s. We expect theU.S. labor-market recoveryshould still resemble a typical post-recession recovery over the next few quarters.</p>\n<p><b>U.S. EMPLOYMENT-POPULATION RATIO FOR PRIME-AGE WORKERS</b></p>\n<p><img src=\"https://static.tigerbbs.com/28a91fe2991463e2285879c32cb1b8c7\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>The U.S. recovery, however, is more advanced than that of other developed economies. The following chart shows how far GDP has recovered, relative to the pre-COVID-19 peak in 2019. GDP is 0.8% higher in the U.S., although this level is still short relative to the pre-COVID-19 trend. GDP is 2.5% below 2019 levels in the euro area and 4.5% below in the United Kingdom. We expect more cyclical upside for economic growth outside the U.S., and this should allow market leadership to rotate toward the rest of the world.</p>\n<p><b>GDP IN Q2 2021 RELATIVE TO PRE-COVID-19 PEAK IN 2019</b></p>\n<p><img src=\"https://static.tigerbbs.com/577d1b96aef08b71c9bdb6665a21b2ac\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Two key indicators</b></p>\n<p>Last quarter, we listed two indicators that should offer a guide to the Fed’s expected reaction to the inflation spike.</p>\n<p>The first is five-year/five-year breakeven inflation expectations, based on the pricing of Treasury Inflation Protected Securities (TIPS). This is the market’s forecast for average inflation over five years in five years’ time. It tells us that investors expect inflation will average 2.17% in the five years from late 2026 to late 2031. The TIPS yields are based on the CPI, while the Fed targets inflation as measured by the personal consumption expenditure (PCE) deflator. The two move together over time, but CPI inflation is generally around 0.25% higher than PCE inflation. A breakeven rate of 2.75% would suggest the market sees PCE inflation above 2.5% in five years’ time. Market inflation expectations are currently comfortably below the Fed’s worry point.</p>\n<p><b>WATCHPOINT INDICATOR #1: U.S. 5-YEAR/5-YEAR BREAKEVEN INFLATION RATE</b></p>\n<p><img src=\"https://static.tigerbbs.com/13f3cf57b58f600fe6681e9015779e85\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>The second indicator is the Atlanta Fed’s Wage Growth Tracker, and this has a less-comforting message about inflation risks. It reached 3.9% in August, which isclose to the 4% thresholdwhere we judge that the Fed will become concerned about the inflationary impact on the growth of wages. A breakdown shows that the spike has been mostly driven by wages for low-skilled, young people in the leisure and hospitality industry. This suggests the surge has been caused by temporary labor supply shortages and that wage pressures should subside as economic activity normalizes. This indicator, however, will be an important watchpoint over the next few months.</p>\n<p><b>WATCHPOINT INDICATOR #2: ATLANTA FED WAGE GROWTH TRACKER</b></p>\n<p><img src=\"https://static.tigerbbs.com/a1d3ff1ca26f6d29a28f919c65531c9a\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Reopening trade still makes sense</b></p>\n<p>The reopening trade, which lifts long-term interest rates and favors cyclical and value stocks over technology and growth stocks, worked well for several months following the vaccine announcement last November. Value outperformed growth and yield curves steepened. The trade has reversed in recent months, however, amid fears that the delta variant might derail the economic recovery. The impact has been magnified by short covering in bond markets as investors, who have been short or underweight, have been forced by the rally to buy back into the market, pushing bond yields even lower.</p>\n<p>The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor. Financial stocks comprise the largest sector in the MSCI World Value Index, and they should benefit from further yield-curve steepening, which boosts the profitability of banks. Long-term interest rates should rise as global growth remains above trend, delta-variant fears fade, the short squeeze unwinds and central banks begin tapering back on bond purchases.</p>\n<p>The rotation in economic growth leadership away from the United States should also help the reopening trade. The rest of the world is overweight cyclical value stocks relative to the U.S., which has a higher weight to technology stocks.</p>\n<p>Emerging market (EM) equities have been poor performers since the vaccine announcement, but there are some encouraging signs. Initially, they were held back by the exposure to technology stocks in the MSCI Emerging Markets Index and the slow rollout of COVID-19 vaccines. More recently, they have come under pressure from the slowdown in the Chinese economy and theregulatory crackdown on Chinese tech companies. The vaccine rollout across emerging markets has accelerated and policy easing in China should soon improve the growth outlook. The path of Chinese regulation is harder to predict, but it is now largely priced in, with Chinese technology companies underperforming their global peers by nearly 50% from February 2021 through mid-September.</p>\n<p>The resumption of the reopening trade should also result in U.S. dollar weakness. The U.S. Dollar Index (DXY) has traded sideways since the vaccine announcement. It should weaken once investors have confidence that delta-variant risks are subsiding and realize that the Fed is likely to remain dovish as inflation risks decline. The dollar typically gains during global downturns and declines in the recovery phase. Dollar weakness should support the performance of non-U.S. markets, particularly emerging markets.</p>\n<p><b>Risks: variants, inflation, China weakness</b></p>\n<p>The key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter. The evidence so far is that vaccinations are highly effective in preventing serious illness. In Israel, booster shots appear to have slowed the rate of new cases.</p>\n<p>Another watchpoint is inflation and the response of central banks. Our expectation is that this year’s inflation spike is mostly transitory and that the major central banks, led by the Fed, are still two years from raising interest rates.</p>\n<p>Finally, there is the risk of a sharper-than-expected slowdown in China.Credit growth has slowed this yearand the purchasing managers’ indexes (PMI) have trended lower. Monetary and fiscal policy have been eased, however, and senior officials have signaled that more stimulus is on the way. China policy direction and credit trends will be an important watchpoint over coming months.</p>\n<p><b>Regional snapshotsUnited States</b></p>\n<p>The U.S. economy is likely to sustain above-trend growth into 2022. However, the easiest gains appear in the rear-view mirror at the end of the third quarter as the recovery phase of the business cycle matures. This is most visible for corporate earnings, where S&P 500® Index earnings-per-share already sit 20% above their previous cyclical high.</p>\n<p>Strong fundamentals have helped power the stock market to new highs. Early evidence that the delta-variant wave may be fading and the potential for greater vaccine access for children are positives for a more complete recovery in the quarters ahead. The Fedlooks poised to start tapering its asset purchasesaround the end of 2021. The timing of the first rate hike will then hinge on what happens to inflation next year. Our models suggest that inflation is likely to drop back below the Fed’s 2% target in 2022. If that is correct, the Fed is likely to remain on hold into the second half of 2023.</p>\n<p>Wage inflation is a key risk to this view. It is running unusually strong for this stage of the cycle, and record hiring intentions from businesses could exhaust spare capacity in the year ahead. We expect the 10-year U.S. Treasury yield to rise moderately from 1.37% in mid-September to 1.75% in coming months.</p>\n<p>Fiscal stimulus negotiations continue to grab headlines in Washington, D.C. Thetax provisions in these billsare likely to be the most impactful for financial markets. We estimate thathigher corporate taxescould subtract about four percentage points from S&P 500 earnings growth in 2022. This could create volatility and opportunity in markets. Given our strong cyclical outlook, our bias continues to be a<i>risk-on</i>preference for equities over bonds for the medium-term.</p>\n<p><b>Eurozone</b></p>\n<p>Euro area growthslowed through the third quarter but looks on track for a return to above-trend growth over the fourth quarter and into 2022. Vaccination rates are high, and the euro area has more catch-up potential than other major economies, particularly the United States. The euro area is also set to receive more fiscal support than other regions, with the European Union’s pandemic recovery fund only just starting to disburse stimulus, which will provide significant support in southern Europe. Polls in advance of Germany’s federal election on Sept. 26 suggested the electorate was moving toward the political left, which means the new government is likely to support expansionary fiscal policy and a continued dovish stance by the European Central Bank (ECB).</p>\n<p>The MSCI EMU Index, which reflects the European Economic and Monetary Union, has performed broadly in line with the S&P 500 so far in 2021. We think it has potential to outperform in coming quarters. Europe’s exposure to financials and cyclically sensitive sectors such as industrials, materials and energy, and its relatively small exposure to technology, gives it the potential to outperform as delta-variant fears subside, economic activity picks up and yield curves in Europe steepen.</p>\n<p><b>United Kingdom</b></p>\n<p>As of mid-year, UK GDP was still nearly 4.5% below its pre-pandemic peak. We see plenty of scope for strong catch-up growth as borders are fully reopened and activity normalizes. Supply bottlenecks and labor shortages have triggered a sharp rise in underlying inflation and created concerns that the Bank of England (BoE) may start rate hikes in the first half of 2022. We think the BoE is unlikely to be that aggressive. We expect inflation to decline in early 2022 as supply constraints ease, which should convince the BoE to delay rate hikes.</p>\n<p>The FTSE 100 Index is the cheapest of the major developed equity markets in late 2021, and this should help it reflect higher returns than other markets over the next decade. Around 70% of UK corporate earnings come from offshore, so one near-term risk is that further strengthening of British sterling dampens earnings growth. The other risks are mostly around policy missteps, for example, early tightening by the Bank of England.</p>\n<p><b>Japan</b></p>\n<p>The Japanese economy is expected to get a shot in the arm as rising vaccination rates improve mobility and reduce the risk of further lockdowns, and as political leadership changes result in more fiscal stimulus: the Japanese election is due to be held before Nov. 28. Japanese equities look slightly more expensive than other regions such as the UK and Europe. We maintain our view that the Bank of Japan will significantly lag other central banks in normalizing policy.</p>\n<p><b>China</b></p>\n<p>We expect Chinese economic growth to berobust over the next 12 months, supported by a post-lockdown jump in consumer spending and incremental fiscal and monetary easing. Despite a big improvement in vaccination rates,COVID-19 outbreaks remain a riskgiven the Chinese government’s zero-tolerance approach. The major consumer technology companies have seen significant drops in stock prices recently due to more aggressive regulation. Some uncertainty remains around thepath of future regulation, especially as it relates to technology companies, and as a result we expect investors will remain cautious on Chinese equities in the coming months. The property market, particularly property developers as recently highlighted by Evergrande’s debt crisis, remains a risk that we are monitoring closely.</p>\n<p><b>Canada</b></p>\n<p>Canada leads the G71countries in terms of the vaccination rollout, which should minimize the risk of large-scale lockdowns over winter. The delta variant has taken an economic toll, however, with industry consensus projections now predicting 5% GDP growth in 2021 versus estimates of more than 6% just three months ago. Even so, growth remains above-trend and the odds of additional fiscal expenditures to support the economy have increased. This means that weaker growth due to COVID-19 is unlikely to change the Bank of Canada's (BoC) tightening bias.</p>\n<p>Tapering of asset purchasesshould be complete by the end of the first quarter of 2022. BoC Governor Tiff Macklem has indicated that the reinvestment phase of the bonds held by the central bank will commence once quantitative easing has ended. This should generate an estimated C$1 billion in weekly bond purchases, down from the current pace of C$2 billion. The BoC will likely only consider shrinking its balance sheet after it has started lifting interest rates. The BoC projects that the output gap will close sometime over the second half of 2022, and that rate hikes will be considered after economic slack has disappeared. We believe that the timeline may be a tad aggressive, and a delay to 2023 for liftoff is more likely. This would better align the Canadian central bank with its American counterpart.</p>\n<p><b>Australia/New Zealand</b></p>\n<p>The Australian economy is set to return to life, with lockdowns likely to be eased in October and November. Consumer and business balance sheets continue to look healthy, which should facilitate a strong recovery. The reopening of the international border in 2022 will provide a further boost. Fiscal policy has supported the economy through the downturn, and there is potential for further stimulus in the lead-up to the federal election, which is due before the end of 2022. The Reserve Bank of Australia has begun the process of tapering its bond-purchase program, but we expect that a rise in the cash rate is unlikely until at least the second half of 2023.</p>\n<p>New Zealand’s most recent lockdown will drag on Q3 GDP, but similar to Australia, we expect a solid rebound as the economy reopens. The government aims to provide a vaccine to all adults by the end of 2021, after which borders will gradually reopen. This will provide a boost, particularly to tourism-exposed sectors. Despite having recently put off hiking interest rates due to the recent lockdown, we expect the Reserve Bank of New Zealand will start raising rates this year. Even though they have significantly underperformed global equities this year, New Zealand equities still screen as relatively expensive compared to other regions.</p>\n<p><b>Asset-class preferences</b></p>\n<p>Our cycle, value and sentiment investment decision-making process in late September 2021 has a moderately positive medium-term view on global equities. Value is expensive across most markets except for UK equities, which are near fair value. The cycle is risk-asset supportive for the medium-term. The major economies still have spare capacity and inflation pressures appear transitory, caused by COVID-19-related supply shortages. Rate hikes by the U.S. Fed seem unlikely before the second half of 2023. Sentiment, after reaching overbought levels earlier in the year, has returned to more neutral levels.</p>\n<p><b>COMPOSITE CONTRARIAN INDICATOR: SENTIMENT SHIFTS TOWARD NEUTRAL</b></p>\n<p><img src=\"https://static.tigerbbs.com/5c527955abbc9e770d200c1d709f80d8\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>We prefer<b>non-U.S. equities</b>to U.S. equities. Stronger economic growth and steeper yield curves after the third-quarter slowdown should favor undervalued cyclical value stocks over expensive technology and growth stocks. Relative to the U.S., the rest of the world is overweight cyclical value stocks.</li>\n <li><b>Emerging markets equities</b>have been relatively poor performers this year, but there are some encouraging signs. The vaccine rollout across EM has accelerated and policy easing in China should soon boost the economic growth outlook.China’s regulatory crackdownhas caused significant underperformance by Chinese technology companies, but this should be less of a headwind going forward now that it is priced in.</li>\n <li><b>High yield</b>and<b>investment grade credit</b>are expensive on a spread basis but have support from a positive cycle view that accommodates corporate profit growth and keeps default rates low. U.S. dollar-denominated<b>emerging markets debt</b>is close to fair value in spread terms and will gain support on U.S. dollar weakness.</li>\n <li><b>Government bonds</b>are expensive, and yields should come under upward pressure as output gaps close and central banks look to taper back asset purchases. We expect the 10-year U.S. Treasury yield to rise toward 1.75% in coming months.</li>\n <li><b>Real assets</b>: Real Estate Investment Trusts (REITs) have significantly outperformed Global Listed Infrastructure (GLI) so far this year, to the extent that REITS are now expensive relative to GLI. Both should benefit from the pandemic recovery, but GLI has some catch-up potential. GLI should benefit from the global re-opening boosting domestic and international travel.<b>Commodities</b>have been the best-performing asset class this year amid strong demand and supply bottlenecks. The gains have been led by industrial metals and energy. The pace of increase should ease as supply issues are resolved, butcommodities should retain supportfrom above-trend global demand.</li>\n <li>The<b>U.S. dollar</b>has been supported this year by expectations for early Fed tightening and U.S. economic growth leadership. It should weaken as global growth leadership rotates away from the U.S. and toward Europe and other developed economies. The dollar typically gains during global downturns and declines in the recovery phase. The main beneficiary is likely to be the<b>euro</b>, which is still undervalued. We also believe<b>British sterling</b>and the economically sensitive<i>commodity currencies</i>—the<b>Australian dollar</b>, the<b>New Zealand dollar</b>and the<b>Canadian dollar</b>—can make further gains, although these currencies are not undervalued from a longer-term perspective.</li>\n</ul>\n<p><b>ASSET PERFORMANCE SINCE THE BEGINNING OF 2021</b></p>\n<p><img src=\"https://static.tigerbbs.com/50e253becd38bd122d9fc211e7b0f583\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>1The Group of Seven is an inter-governmental political forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States.</p>\n<p><b>Important Information</b></p>\n<p>The views in this Global Market Outlook report are subject to change at any time based upon market or other conditions and are current as of September 27, 2021. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p>\n<p>Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.</p>\n<p>Keep in mind that, like all investing, multi-asset investing does not assure a profit or protect against loss.</p>\n<p>No model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Russell believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals.</p>\n<p>Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.</p>\n<p>Investment in global, international or emerging markets may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and political systems with less stability than in more developed countries.</p>\n<p>Currency investing involves risks including fluctuations in currency values, whether the home currency or the foreign currency. They can either enhance or reduce the returns associated with foreign investments.</p>\n<p>Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.</p>\n<p>Bond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to sub-prime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries.</p>\n<p>Performance quoted represents past performance and should not be viewed as a guarantee of future results.</p>\n<p>The FTSE 100 Index is a market-capitalization weighted index of UK-listed blue chip companies.</p>\n<p>The S&P 500® Index, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.</p>\n<p>The MSCI EMU Index (European Economic and Monetary Union) captures large and mid cap representation across the 10 developed markets countries in the EMU. With 246 constituents, the index covers approximately 85% of the free float-adjusted market capitalization of the EMU.</p>\n<p>Indexes are unmanaged and cannot be invested in directly.</p>\n<p>Copyright © Russell Investments 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.</p>\n<p>Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.</p>\n<p>Products and services described on this website are intended for<b>United States residents only</b>. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.</p>\n<p>Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.</p>\n<p>Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2021 Global Market Outlook - Q4 Update: Growing Pains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2021 Global Market Outlook - Q4 Update: Growing Pains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:27 GMT+8 <a href=https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.\nThe reopening trade should resume in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1104172212","content_text":"Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.\nThe reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor.\nThe key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter.\n\nThe COVID-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening. Amid this backdrop, our outlook favors equities over bonds, the value factor over the growth factor and non-U.S. stocks over U.S. stocks.\nIntroduction\nThe post-lockdown recovery has transitioned from energetic youthfulness to awkward adolescence. It’s still growing, although at a slower pace, and there are worries about what happens next, particularly about monetary policy and the outlook for inflation. Theinflation spikehas been larger than expected, but we still think it istransitory, caused by base effects from when the U.S. consumer price index (CPI) fell during the lockdown last year and by temporary supply bottlenecks. Inflation may remain high over the remainder of 2021 but should decline in early 2022. This means that even though the U.S. Federal Reserve (Fed) is likely to begin tapering back on asset purchases before the end of the year, rate hikes are unlikely before the second half of 2023.\nAnother worry is thehighly contagious COVID-19 delta variant. The evidence so far is that vaccines are effective in preventing serious COVID-19 infections. Vaccination rates are accelerating globally, and emerging economies are catching up with developed markets. Infection rates appear to have peaked globally in early September. This means the reopening of economies should continue over the remainder of 2021. The onset of winter in the northern hemisphere will be a test, but the rollout of booster vaccination shots should help prevent widescale renewed lockdowns.\nThe conclusions from our cycle, value and sentiment (CVS) investment decision-making process are broadly unchanged from our previous quarterly report. Global equities remain expensive, with the very expensive U.S. market offsetting better value elsewhere. Sentiment is slightly overbought, but not close to dangerous levels of euphoria. The strong cycle delivers a preference for equities over bonds for at least the next 12 months, despite expensive valuations. It also reinforces our preference for thevalue equity factor over the growth factorand for non-U.S. equities to outperform the U.S. market.\nCycle still in recovery phase\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. Even so, we think the cycle is still in the recovery phase, although it is maturing. Despite strong growth, there is plenty of spare capacity. This can be seen in the employment-to-population ratio for prime-age workers in the United States. The chart below shows the ratio has recovered from the pandemic lows, but only to levels reached during the relatively mild recessions in the early 1990s and 2000s. We expect theU.S. labor-market recoveryshould still resemble a typical post-recession recovery over the next few quarters.\nU.S. EMPLOYMENT-POPULATION RATIO FOR PRIME-AGE WORKERS\n\nThe U.S. recovery, however, is more advanced than that of other developed economies. The following chart shows how far GDP has recovered, relative to the pre-COVID-19 peak in 2019. GDP is 0.8% higher in the U.S., although this level is still short relative to the pre-COVID-19 trend. GDP is 2.5% below 2019 levels in the euro area and 4.5% below in the United Kingdom. We expect more cyclical upside for economic growth outside the U.S., and this should allow market leadership to rotate toward the rest of the world.\nGDP IN Q2 2021 RELATIVE TO PRE-COVID-19 PEAK IN 2019\n\nTwo key indicators\nLast quarter, we listed two indicators that should offer a guide to the Fed’s expected reaction to the inflation spike.\nThe first is five-year/five-year breakeven inflation expectations, based on the pricing of Treasury Inflation Protected Securities (TIPS). This is the market’s forecast for average inflation over five years in five years’ time. It tells us that investors expect inflation will average 2.17% in the five years from late 2026 to late 2031. The TIPS yields are based on the CPI, while the Fed targets inflation as measured by the personal consumption expenditure (PCE) deflator. The two move together over time, but CPI inflation is generally around 0.25% higher than PCE inflation. A breakeven rate of 2.75% would suggest the market sees PCE inflation above 2.5% in five years’ time. Market inflation expectations are currently comfortably below the Fed’s worry point.\nWATCHPOINT INDICATOR #1: U.S. 5-YEAR/5-YEAR BREAKEVEN INFLATION RATE\n\nThe second indicator is the Atlanta Fed’s Wage Growth Tracker, and this has a less-comforting message about inflation risks. It reached 3.9% in August, which isclose to the 4% thresholdwhere we judge that the Fed will become concerned about the inflationary impact on the growth of wages. A breakdown shows that the spike has been mostly driven by wages for low-skilled, young people in the leisure and hospitality industry. This suggests the surge has been caused by temporary labor supply shortages and that wage pressures should subside as economic activity normalizes. This indicator, however, will be an important watchpoint over the next few months.\nWATCHPOINT INDICATOR #2: ATLANTA FED WAGE GROWTH TRACKER\n\nReopening trade still makes sense\nThe reopening trade, which lifts long-term interest rates and favors cyclical and value stocks over technology and growth stocks, worked well for several months following the vaccine announcement last November. Value outperformed growth and yield curves steepened. The trade has reversed in recent months, however, amid fears that the delta variant might derail the economic recovery. The impact has been magnified by short covering in bond markets as investors, who have been short or underweight, have been forced by the rally to buy back into the market, pushing bond yields even lower.\nThe reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor. Financial stocks comprise the largest sector in the MSCI World Value Index, and they should benefit from further yield-curve steepening, which boosts the profitability of banks. Long-term interest rates should rise as global growth remains above trend, delta-variant fears fade, the short squeeze unwinds and central banks begin tapering back on bond purchases.\nThe rotation in economic growth leadership away from the United States should also help the reopening trade. The rest of the world is overweight cyclical value stocks relative to the U.S., which has a higher weight to technology stocks.\nEmerging market (EM) equities have been poor performers since the vaccine announcement, but there are some encouraging signs. Initially, they were held back by the exposure to technology stocks in the MSCI Emerging Markets Index and the slow rollout of COVID-19 vaccines. More recently, they have come under pressure from the slowdown in the Chinese economy and theregulatory crackdown on Chinese tech companies. The vaccine rollout across emerging markets has accelerated and policy easing in China should soon improve the growth outlook. The path of Chinese regulation is harder to predict, but it is now largely priced in, with Chinese technology companies underperforming their global peers by nearly 50% from February 2021 through mid-September.\nThe resumption of the reopening trade should also result in U.S. dollar weakness. The U.S. Dollar Index (DXY) has traded sideways since the vaccine announcement. It should weaken once investors have confidence that delta-variant risks are subsiding and realize that the Fed is likely to remain dovish as inflation risks decline. The dollar typically gains during global downturns and declines in the recovery phase. Dollar weakness should support the performance of non-U.S. markets, particularly emerging markets.\nRisks: variants, inflation, China weakness\nThe key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter. The evidence so far is that vaccinations are highly effective in preventing serious illness. In Israel, booster shots appear to have slowed the rate of new cases.\nAnother watchpoint is inflation and the response of central banks. Our expectation is that this year’s inflation spike is mostly transitory and that the major central banks, led by the Fed, are still two years from raising interest rates.\nFinally, there is the risk of a sharper-than-expected slowdown in China.Credit growth has slowed this yearand the purchasing managers’ indexes (PMI) have trended lower. Monetary and fiscal policy have been eased, however, and senior officials have signaled that more stimulus is on the way. China policy direction and credit trends will be an important watchpoint over coming months.\nRegional snapshotsUnited States\nThe U.S. economy is likely to sustain above-trend growth into 2022. However, the easiest gains appear in the rear-view mirror at the end of the third quarter as the recovery phase of the business cycle matures. This is most visible for corporate earnings, where S&P 500® Index earnings-per-share already sit 20% above their previous cyclical high.\nStrong fundamentals have helped power the stock market to new highs. Early evidence that the delta-variant wave may be fading and the potential for greater vaccine access for children are positives for a more complete recovery in the quarters ahead. The Fedlooks poised to start tapering its asset purchasesaround the end of 2021. The timing of the first rate hike will then hinge on what happens to inflation next year. Our models suggest that inflation is likely to drop back below the Fed’s 2% target in 2022. If that is correct, the Fed is likely to remain on hold into the second half of 2023.\nWage inflation is a key risk to this view. It is running unusually strong for this stage of the cycle, and record hiring intentions from businesses could exhaust spare capacity in the year ahead. We expect the 10-year U.S. Treasury yield to rise moderately from 1.37% in mid-September to 1.75% in coming months.\nFiscal stimulus negotiations continue to grab headlines in Washington, D.C. Thetax provisions in these billsare likely to be the most impactful for financial markets. We estimate thathigher corporate taxescould subtract about four percentage points from S&P 500 earnings growth in 2022. This could create volatility and opportunity in markets. Given our strong cyclical outlook, our bias continues to be arisk-onpreference for equities over bonds for the medium-term.\nEurozone\nEuro area growthslowed through the third quarter but looks on track for a return to above-trend growth over the fourth quarter and into 2022. Vaccination rates are high, and the euro area has more catch-up potential than other major economies, particularly the United States. The euro area is also set to receive more fiscal support than other regions, with the European Union’s pandemic recovery fund only just starting to disburse stimulus, which will provide significant support in southern Europe. Polls in advance of Germany’s federal election on Sept. 26 suggested the electorate was moving toward the political left, which means the new government is likely to support expansionary fiscal policy and a continued dovish stance by the European Central Bank (ECB).\nThe MSCI EMU Index, which reflects the European Economic and Monetary Union, has performed broadly in line with the S&P 500 so far in 2021. We think it has potential to outperform in coming quarters. Europe’s exposure to financials and cyclically sensitive sectors such as industrials, materials and energy, and its relatively small exposure to technology, gives it the potential to outperform as delta-variant fears subside, economic activity picks up and yield curves in Europe steepen.\nUnited Kingdom\nAs of mid-year, UK GDP was still nearly 4.5% below its pre-pandemic peak. We see plenty of scope for strong catch-up growth as borders are fully reopened and activity normalizes. Supply bottlenecks and labor shortages have triggered a sharp rise in underlying inflation and created concerns that the Bank of England (BoE) may start rate hikes in the first half of 2022. We think the BoE is unlikely to be that aggressive. We expect inflation to decline in early 2022 as supply constraints ease, which should convince the BoE to delay rate hikes.\nThe FTSE 100 Index is the cheapest of the major developed equity markets in late 2021, and this should help it reflect higher returns than other markets over the next decade. Around 70% of UK corporate earnings come from offshore, so one near-term risk is that further strengthening of British sterling dampens earnings growth. The other risks are mostly around policy missteps, for example, early tightening by the Bank of England.\nJapan\nThe Japanese economy is expected to get a shot in the arm as rising vaccination rates improve mobility and reduce the risk of further lockdowns, and as political leadership changes result in more fiscal stimulus: the Japanese election is due to be held before Nov. 28. Japanese equities look slightly more expensive than other regions such as the UK and Europe. We maintain our view that the Bank of Japan will significantly lag other central banks in normalizing policy.\nChina\nWe expect Chinese economic growth to berobust over the next 12 months, supported by a post-lockdown jump in consumer spending and incremental fiscal and monetary easing. Despite a big improvement in vaccination rates,COVID-19 outbreaks remain a riskgiven the Chinese government’s zero-tolerance approach. The major consumer technology companies have seen significant drops in stock prices recently due to more aggressive regulation. Some uncertainty remains around thepath of future regulation, especially as it relates to technology companies, and as a result we expect investors will remain cautious on Chinese equities in the coming months. The property market, particularly property developers as recently highlighted by Evergrande’s debt crisis, remains a risk that we are monitoring closely.\nCanada\nCanada leads the G71countries in terms of the vaccination rollout, which should minimize the risk of large-scale lockdowns over winter. The delta variant has taken an economic toll, however, with industry consensus projections now predicting 5% GDP growth in 2021 versus estimates of more than 6% just three months ago. Even so, growth remains above-trend and the odds of additional fiscal expenditures to support the economy have increased. This means that weaker growth due to COVID-19 is unlikely to change the Bank of Canada's (BoC) tightening bias.\nTapering of asset purchasesshould be complete by the end of the first quarter of 2022. BoC Governor Tiff Macklem has indicated that the reinvestment phase of the bonds held by the central bank will commence once quantitative easing has ended. This should generate an estimated C$1 billion in weekly bond purchases, down from the current pace of C$2 billion. The BoC will likely only consider shrinking its balance sheet after it has started lifting interest rates. The BoC projects that the output gap will close sometime over the second half of 2022, and that rate hikes will be considered after economic slack has disappeared. We believe that the timeline may be a tad aggressive, and a delay to 2023 for liftoff is more likely. This would better align the Canadian central bank with its American counterpart.\nAustralia/New Zealand\nThe Australian economy is set to return to life, with lockdowns likely to be eased in October and November. Consumer and business balance sheets continue to look healthy, which should facilitate a strong recovery. The reopening of the international border in 2022 will provide a further boost. Fiscal policy has supported the economy through the downturn, and there is potential for further stimulus in the lead-up to the federal election, which is due before the end of 2022. The Reserve Bank of Australia has begun the process of tapering its bond-purchase program, but we expect that a rise in the cash rate is unlikely until at least the second half of 2023.\nNew Zealand’s most recent lockdown will drag on Q3 GDP, but similar to Australia, we expect a solid rebound as the economy reopens. The government aims to provide a vaccine to all adults by the end of 2021, after which borders will gradually reopen. This will provide a boost, particularly to tourism-exposed sectors. Despite having recently put off hiking interest rates due to the recent lockdown, we expect the Reserve Bank of New Zealand will start raising rates this year. Even though they have significantly underperformed global equities this year, New Zealand equities still screen as relatively expensive compared to other regions.\nAsset-class preferences\nOur cycle, value and sentiment investment decision-making process in late September 2021 has a moderately positive medium-term view on global equities. Value is expensive across most markets except for UK equities, which are near fair value. The cycle is risk-asset supportive for the medium-term. The major economies still have spare capacity and inflation pressures appear transitory, caused by COVID-19-related supply shortages. Rate hikes by the U.S. Fed seem unlikely before the second half of 2023. Sentiment, after reaching overbought levels earlier in the year, has returned to more neutral levels.\nCOMPOSITE CONTRARIAN INDICATOR: SENTIMENT SHIFTS TOWARD NEUTRAL\n\n\nWe prefernon-U.S. equitiesto U.S. equities. Stronger economic growth and steeper yield curves after the third-quarter slowdown should favor undervalued cyclical value stocks over expensive technology and growth stocks. Relative to the U.S., the rest of the world is overweight cyclical value stocks.\nEmerging markets equitieshave been relatively poor performers this year, but there are some encouraging signs. The vaccine rollout across EM has accelerated and policy easing in China should soon boost the economic growth outlook.China’s regulatory crackdownhas caused significant underperformance by Chinese technology companies, but this should be less of a headwind going forward now that it is priced in.\nHigh yieldandinvestment grade creditare expensive on a spread basis but have support from a positive cycle view that accommodates corporate profit growth and keeps default rates low. U.S. dollar-denominatedemerging markets debtis close to fair value in spread terms and will gain support on U.S. dollar weakness.\nGovernment bondsare expensive, and yields should come under upward pressure as output gaps close and central banks look to taper back asset purchases. We expect the 10-year U.S. Treasury yield to rise toward 1.75% in coming months.\nReal assets: Real Estate Investment Trusts (REITs) have significantly outperformed Global Listed Infrastructure (GLI) so far this year, to the extent that REITS are now expensive relative to GLI. Both should benefit from the pandemic recovery, but GLI has some catch-up potential. GLI should benefit from the global re-opening boosting domestic and international travel.Commoditieshave been the best-performing asset class this year amid strong demand and supply bottlenecks. The gains have been led by industrial metals and energy. The pace of increase should ease as supply issues are resolved, butcommodities should retain supportfrom above-trend global demand.\nTheU.S. dollarhas been supported this year by expectations for early Fed tightening and U.S. economic growth leadership. It should weaken as global growth leadership rotates away from the U.S. and toward Europe and other developed economies. The dollar typically gains during global downturns and declines in the recovery phase. The main beneficiary is likely to be theeuro, which is still undervalued. We also believeBritish sterlingand the economically sensitivecommodity currencies—theAustralian dollar, theNew Zealand dollarand theCanadian dollar—can make further gains, although these currencies are not undervalued from a longer-term perspective.\n\nASSET PERFORMANCE SINCE THE BEGINNING OF 2021\n\n1The Group of Seven is an inter-governmental political forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States.\nImportant Information\nThe views in this Global Market Outlook report are subject to change at any time based upon market or other conditions and are current as of September 27, 2021. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.\nPlease remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.\nKeep in mind that, like all investing, multi-asset investing does not assure a profit or protect against loss.\nNo model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Russell believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals.\nForecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.\nInvestment in global, international or emerging markets may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and political systems with less stability than in more developed countries.\nCurrency investing involves risks including fluctuations in currency values, whether the home currency or the foreign currency. They can either enhance or reduce the returns associated with foreign investments.\nInvestments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.\nBond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to sub-prime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries.\nPerformance quoted represents past performance and should not be viewed as a guarantee of future results.\nThe FTSE 100 Index is a market-capitalization weighted index of UK-listed blue chip companies.\nThe S&P 500® Index, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.\nThe MSCI EMU Index (European Economic and Monetary Union) captures large and mid cap representation across the 10 developed markets countries in the EMU. With 246 constituents, the index covers approximately 85% of the free float-adjusted market capitalization of the EMU.\nIndexes are unmanaged and cannot be invested in directly.\nCopyright © Russell Investments 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.\nFrank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.\nProducts and services described on this website are intended forUnited States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.\nRussell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.\nRussell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":699295129,"gmtCreate":1639803491180,"gmtModify":1639803491290,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","listText":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","text":"When is SPH Keppel scheme meeting going to be held. It supposed to be held on 8 Dec 2021 but postpone. When will SPH announce?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699295129","isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879386948,"gmtCreate":1636682372301,"gmtModify":1636683157813,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879386948","repostId":"1104158261","repostType":4,"repost":{"id":"1104158261","pubTimestamp":1636678914,"share":"https://www.laohu8.com/m/news/1104158261?lang=&edition=full","pubTime":"2021-11-12 09:01","market":"sg","language":"en","title":"Singapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel","url":"https://stock-news.laohu8.com/highlight/detail?id=1104158261","media":"Businesstimes","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Nov 12):\nSATS (S58): The ground-handling and in-flight catering company reported a profit of S$13.2 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel\">Web Link</a>\n\n</div>\n","source":"lsy1607307803821","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore stocks to watch: SATS, Frasers Property, Keppel Infra Trust, Golden Agri, Sasseur Reit, SIA, Singtel\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 09:01 GMT+8 <a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel><strong>Businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Friday (Nov 12):\nSATS (S58): The ground-handling and in-flight catering company reported a profit of S$13.2 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQ5.SI":"星狮地产有限公司","S58.SI":"新翔集团有限公司","C6L.SI":"新加坡航空公司","E28.SI":"福根集团有限公司","5VJ.SI":"合盛农业集团","S61.SI":"新捷运","E5H.SI":"金光农业资源"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-sats-frasers-property-keppel-infra-trust-golden-agri-sasseur-reit-sia-singtel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104158261","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Nov 12):\nSATS (S58): The ground-handling and in-flight catering company reported a profit of S$13.2 million for H1 FY2021-2022, reversing out of a loss of S$76.9 million a year ago. In a bourse filing on Friday (Nov 12) before the market opened, SATS said that recovery was driven by higher cargo volumes, ship calls and an income tax credit of S$8.9 million. Shares of SATS closed down 0.2 per cent or S$0.01 to S$4.20.\nFrasers Property: (TQ5) The mainboard-listed property developer has reversed into the black for the second half of the fiscal year, due to strong contributions from industrial and logistics. Net profit for the 6 months ended Sep 30 stood at S$528.4 million, reversing from a net loss of S$74.8 million in the same period a year ago. Frasers Property shares ended flat at S$1.17 on Thursday (Nov 11).\nKeppel Infrastructure Trust (KIT): (AR7U) Its Australian subsidiary Basslink has entered voluntary administration, announced the trustee-manger on Friday (Nov 12). The decision comes in the wake of ongoing disputes with Basslink's customer Hydro Tasmania and an unsuccessful sale process with APA. Units of KIT ended S$0.005 or 0.9 per cent lower at S$0.545 on Nov 11.\nGolden Agri-Resources: (E5H) The palm oil plantation company on Friday (Nov 12) said it reversed into the back in its third quarter ended Sep 30, 2021, with net profit at US$115 million, compared to a net loss of US$5 million a year ago. This was due to higher average selling prices and an increase in sales volume. Shares of Golden Agri closed at S$0.265 on Nov 11, down S$0.005 or 1.9 per cent.\nSasseur Reit: (CRPU) The real estate investment trust (Reit) which owns 4 outlet malls in China, posted a 3.8 per cent rise in its distribution per unit to S$0.01831 for the third quarter ended Sept 30, 2021, from S$0.01764 a year ago. In a Q3 2021 financial update on Friday (Nov 12), the Reit manager said total sales in its China malls saw a 12 per cent quarter on quarter growth. Units of the counter closed up 0.6 per cent or S$0.005 to S$0.86, on Nov 11.\nSIA: (C6L) The flag carrier has reported a smaller net loss of S$427.6 million for the second quarter to September, as passenger traffic rose amid Singapore's launch of vaccinated travel lanes. SIA's cash burn rate also has narrowed to S$18 million per month or S$106 million in the first half of FY2022 as operating performance improved. The counter was S$0.03 higher at S$5.45 at the close of Thursday (Nov 11), before the financial results went public.\nSingtel: (Z74) The mainboard-listed telco's full-year dividends could rise by about 20 per cent year on year, chief financial officer Arthur Lang told a briefing on Nov 11, after a rebound at key associate Bharti Airtel propelled first-half profits skywards. Singtel's net profit grew by about 104.7 per cent year on year, to S$954 million for the 6 months to Sep 30, as its share of associate and joint-venture results turned positive. Singtel added S$0.01 or 0.4 per cent to S$2.56 on the news.\nComfortDelGro: (C52) The land transport operator registered a third-quarter profit after tax and minority interests of S$25.8 million, up 19.4 per cent year on year. Revenue was 7.4 per cent higher at S$880.3 million, lifted by higher revenue from public transport services and automotive engineering services. The counter closed at S$1.56 on Thursday (Nov 11), shedding S$0.05 or 3.1 per cent.\nSBS Transit: (S61) The public transport operator's third quarter profit-after-tax shrank around 28 per cent year on year to S$13.86 million, it said in a filing with the Singapore Exchange on Thursday (Nov 11). Revenue was 10.9 per cent higher at S$334.85 million, while operating profit fell nearly 28 per cent to S$14.1 million. Shares in SBS Transit closed at S$2.98 on Thursday, down S$0.01 or 0.3 per cent.\nFrencken: (E28) The machine industry company's earnings rose 10.7 per cent year on year to S$14.77 million in Q3 as it registered higher revenue. Revenue increased 18.7 per cent year on year to S$196.46 million, boosted by stronger sales. The counter closed at S$2.31 on Thursday (Nov 11), gaining S$0.13 or 6 per cent.\nHalcyon Agri: (5VJ) The natural rubber supply company saw earnings before interest, tax, depreciation and amortisation fall 21.8 per cent to US$9.7 million for the third quarter ended Sep 30. However, revenue in the same period rose 51.9 per cent to US$602.1 million from S$396.4 million a year ago, attributed to robust downstream demand. Shares of Halcyon Agri fell 2 per cent or S$0.005 to close at S$0.245 on Nov 11, before the business update.\nBoustead Projects: (F9D) The group posted a net profit of S$5.9 million for the first half of its financial year ended Sep 30, 2021, marking a reversal from the S$2.2 million loss it saw in the same period a year ago. The company attributed the rise in total revenue to more normalised revenue recognition on engineering and construction projects in H1 FY2022. Shares closed flat at S$0.99 on Nov 11, before the financial results were released.\nCortina: (C41) The mainboard-listed company's earnings surged 74 per cent to S$25.4 million in the first half of its financial year ended Sep 30, from S$14.6 million a year ago. Sales margins also contributed to higher profits, improving to 30 per cent in the latest half year. Cortina shares closed flat on Nov 11 at S$3.80 before its financial results were released.\nOld Chang Kee: (5ML) The Catalist-listed food and beverage chain posted a net profit decline of 45.1 per cent to S$3.4 million for the first half of its financial year ended Sep 30, from S$6.1 million a year earlier. The group saw its profit margin decrease by 1.7 per cent to 64.3 per cent in H1 FY2022. Its shares closed flat at S$0.69 on Thursday (Nov 11), before the financial results were released.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608935857,"gmtCreate":1638592660874,"gmtModify":1638592660874,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608935857","repostId":"1158981658","repostType":4,"repost":{"id":"1158981658","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":1638545456,"share":"https://www.laohu8.com/m/news/1158981658?lang=&edition=full","pubTime":"2021-12-03 23:30","market":"us","language":"en","title":"Tesla's Musk over halfway through his pledge with nearly $11 bln stake sale","url":"https://stock-news.laohu8.com/highlight/detail?id=1158981658","media":"Reuters","summary":"Dec 3 - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.He has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.Musk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million","content":"<p>Dec 3 (Reuters) - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.</p>\n<p>He has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.</p>\n<p>Here is a string of transactions he has done:</p>\n<table>\n <tbody>\n <tr>\n <td>DATE</td>\n <td>SHARES ACQUIRED</td>\n <td>SHARES SOLD</td>\n <td>GROSS PROCEEDS</td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td>2.2 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td></td>\n <td>934,091</td>\n <td>$1.10 bln</td>\n </tr>\n <tr>\n <td>NOV. 9</td>\n <td></td>\n <td>3.1 mln</td>\n <td>$3.35 bln</td>\n </tr>\n <tr>\n <td>NOV. 10</td>\n <td></td>\n <td>500,000</td>\n <td>$527.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 11</td>\n <td></td>\n <td>639,737</td>\n <td>$687.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 12</td>\n <td></td>\n <td>1.2 mln</td>\n <td>$1.24 bln</td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td></td>\n <td>934,091</td>\n <td>$930.7 mln</td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td></td>\n <td>934,091</td>\n <td>$973.4 mln</td>\n </tr>\n <tr>\n <td>NOV. 23</td>\n <td>2.15 mln</td>\n <td>934,091</td>\n <td>$1.05 bln</td>\n </tr>\n <tr>\n <td>DEC. 2</td>\n <td>2.1 mln</td>\n <td>934,091</td>\n <td>$1.01 bln</td>\n </tr>\n <tr>\n <td>Total</td>\n <td>10.7 mln</td>\n <td>10.1 mln</td>\n <td>$10.87 bln</td>\n </tr>\n </tbody>\n</table>\n<p><b>HOW DID MUSK SELL?</b></p>\n<p>Musk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million shares through his trust and stock options, bringing his stake in Tesla to about 23% as of June 30. It included 170 million shares held by his trust.</p>\n<p>The tweet was vague. Musk did not outline if he was intending to offload 10% of his shares he indirectly owned through the trust or if his stock options were also part of the deal.</p>\n<p>Following a flurry of options exercise, Musk still has an option to buy about 10 million more shares at $6.24 each, which expires in August next year.</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>Tesla's Musk over halfway through his pledge with nearly $11 bln stake sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Musk over halfway through his pledge with nearly $11 bln stake sale\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\">2021-12-03 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Dec 3 (Reuters) - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.</p>\n<p>He has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.</p>\n<p>Here is a string of transactions he has done:</p>\n<table>\n <tbody>\n <tr>\n <td>DATE</td>\n <td>SHARES ACQUIRED</td>\n <td>SHARES SOLD</td>\n <td>GROSS PROCEEDS</td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td>2.2 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 8</td>\n <td></td>\n <td>934,091</td>\n <td>$1.10 bln</td>\n </tr>\n <tr>\n <td>NOV. 9</td>\n <td></td>\n <td>3.1 mln</td>\n <td>$3.35 bln</td>\n </tr>\n <tr>\n <td>NOV. 10</td>\n <td></td>\n <td>500,000</td>\n <td>$527.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 11</td>\n <td></td>\n <td>639,737</td>\n <td>$687.3 mln</td>\n </tr>\n <tr>\n <td>NOV. 12</td>\n <td></td>\n <td>1.2 mln</td>\n <td>$1.24 bln</td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 15</td>\n <td></td>\n <td>934,091</td>\n <td>$930.7 mln</td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td>2.1 mln</td>\n <td></td>\n <td></td>\n </tr>\n <tr>\n <td>NOV. 16</td>\n <td></td>\n <td>934,091</td>\n <td>$973.4 mln</td>\n </tr>\n <tr>\n <td>NOV. 23</td>\n <td>2.15 mln</td>\n <td>934,091</td>\n <td>$1.05 bln</td>\n </tr>\n <tr>\n <td>DEC. 2</td>\n <td>2.1 mln</td>\n <td>934,091</td>\n <td>$1.01 bln</td>\n </tr>\n <tr>\n <td>Total</td>\n <td>10.7 mln</td>\n <td>10.1 mln</td>\n <td>$10.87 bln</td>\n </tr>\n </tbody>\n</table>\n<p><b>HOW DID MUSK SELL?</b></p>\n<p>Musk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million shares through his trust and stock options, bringing his stake in Tesla to about 23% as of June 30. It included 170 million shares held by his trust.</p>\n<p>The tweet was vague. Musk did not outline if he was intending to offload 10% of his shares he indirectly owned through the trust or if his stock options were also part of the deal.</p>\n<p>Following a flurry of options exercise, Musk still has an option to buy about 10 million more shares at $6.24 each, which expires in August next year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158981658","content_text":"Dec 3 (Reuters) - Tesla Inc Chief Executive Elon Musk has sold nearly $11 billion worth of shares since the world's richest person polled Twitter users about offloading 10% of his stake in the electric-car maker.\nHe has sold a combined 10.1 million shares, which is over half of the stake that he had pledged to sell, and has acquired 10.7 million shares by exercising options, since Nov. 8.\nHere is a string of transactions he has done:\n\n\n\nDATE\nSHARES ACQUIRED\nSHARES SOLD\nGROSS PROCEEDS\n\n\nNOV. 8\n2.2 mln\n\n\n\n\nNOV. 8\n\n934,091\n$1.10 bln\n\n\nNOV. 9\n\n3.1 mln\n$3.35 bln\n\n\nNOV. 10\n\n500,000\n$527.3 mln\n\n\nNOV. 11\n\n639,737\n$687.3 mln\n\n\nNOV. 12\n\n1.2 mln\n$1.24 bln\n\n\nNOV. 15\n2.1 mln\n\n\n\n\nNOV. 15\n\n934,091\n$930.7 mln\n\n\nNOV. 16\n2.1 mln\n\n\n\n\nNOV. 16\n\n934,091\n$973.4 mln\n\n\nNOV. 23\n2.15 mln\n934,091\n$1.05 bln\n\n\nDEC. 2\n2.1 mln\n934,091\n$1.01 bln\n\n\nTotal\n10.7 mln\n10.1 mln\n$10.87 bln\n\n\n\nHOW DID MUSK SELL?\nMusk said on Nov. 6 he would sell 10% of his stake if Twitter users agreed. He owned a combination of about 244 million shares through his trust and stock options, bringing his stake in Tesla to about 23% as of June 30. It included 170 million shares held by his trust.\nThe tweet was vague. Musk did not outline if he was intending to offload 10% of his shares he indirectly owned through the trust or if his stock options were also part of the deal.\nFollowing a flurry of options exercise, Musk still has an option to buy about 10 million more shares at $6.24 each, which expires in August next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855956467,"gmtCreate":1635328170988,"gmtModify":1635328170988,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855956467","repostId":"2178282200","repostType":4,"repost":{"id":"2178282200","pubTimestamp":1635326974,"share":"https://www.laohu8.com/m/news/2178282200?lang=&edition=full","pubTime":"2021-10-27 17:29","market":"us","language":"en","title":"U.S. Senate Democrat unveils 'billionaires tax' for Biden agenda","url":"https://stock-news.laohu8.com/highlight/detail?id=2178282200","media":"StreetInsider","summary":"U.S. billionaires would pay tax on unrealized gains from their assets to help finance President Joe ","content":"<p>U.S. billionaires would pay tax on unrealized gains from their assets to help finance President Joe Biden's emerging social-policy and climate-change legislation, according to a proposal unveiled on Wednesday by the top Senate Democrat for tax policy.</p>\n<p>The so-called billionaires tax, announced by Senate Finance Committee Chairman Ron Wyden, is part of a two-pronged legislative strategy that also includes a proposed 15% corporate minimum tax on the most profitable U.S. corporations, which was unveiled on Tuesday.</p>\n<p>Wyden and other lawmakers, including Democratic Senator Elizabeth Warren, say the legislation is intended to curtail tax avoidance by corporations and the wealthy and could generate hundreds of billions of dollars to pay for Biden's \"Build Back Better\" legislation, which is expected to cost between $1.5 trillion and $2 trillion.</p>\n<p>The White House backs the corporate minimum tax, which would dovetail with a global corporate minimum tax recently agreed by 136 countries and aimed at corporations that pay little or no tax by gaming the international tax system.</p>\n<p>But the billionaires tax faces potential opposition from Democrats in the House of Representatives, who favor straightforward hikes in tax rates for companies and the wealthy as a way to fund the Biden agenda.</p>\n<p>The billionaires tax, which would take effect for the 2022 tax year, would affect roughly 700 taxpayers with over $1 billion in assets or $100 million in annual income for three consecutive years, according to a statement.</p>\n<p>Aides said it would impose the 23.8% tax rate for long-term capital gains on tradable assets such as stocks that increase in value over the year, whether or not they have been sold. It would also allow taxpayers to take deductions for losses on assets.</p>\n<p>The tax would also impose levies on billionaire ownership stakes in businesses incorporated as pass-through entities and in trusts including real estate investment trusts, according to a statement.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Senate Democrat unveils 'billionaires tax' for Biden agenda</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\">\nU.S. Senate Democrat unveils 'billionaires tax' for Biden agenda\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 17:29 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19110449><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. billionaires would pay tax on unrealized gains from their assets to help finance President Joe Biden's emerging social-policy and climate-change legislation, according to a proposal unveiled on ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19110449\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19110449","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178282200","content_text":"U.S. billionaires would pay tax on unrealized gains from their assets to help finance President Joe Biden's emerging social-policy and climate-change legislation, according to a proposal unveiled on Wednesday by the top Senate Democrat for tax policy.\nThe so-called billionaires tax, announced by Senate Finance Committee Chairman Ron Wyden, is part of a two-pronged legislative strategy that also includes a proposed 15% corporate minimum tax on the most profitable U.S. corporations, which was unveiled on Tuesday.\nWyden and other lawmakers, including Democratic Senator Elizabeth Warren, say the legislation is intended to curtail tax avoidance by corporations and the wealthy and could generate hundreds of billions of dollars to pay for Biden's \"Build Back Better\" legislation, which is expected to cost between $1.5 trillion and $2 trillion.\nThe White House backs the corporate minimum tax, which would dovetail with a global corporate minimum tax recently agreed by 136 countries and aimed at corporations that pay little or no tax by gaming the international tax system.\nBut the billionaires tax faces potential opposition from Democrats in the House of Representatives, who favor straightforward hikes in tax rates for companies and the wealthy as a way to fund the Biden agenda.\nThe billionaires tax, which would take effect for the 2022 tax year, would affect roughly 700 taxpayers with over $1 billion in assets or $100 million in annual income for three consecutive years, according to a statement.\nAides said it would impose the 23.8% tax rate for long-term capital gains on tradable assets such as stocks that increase in value over the year, whether or not they have been sold. It would also allow taxpayers to take deductions for losses on assets.\nThe tax would also impose levies on billionaire ownership stakes in businesses incorporated as pass-through entities and in trusts including real estate investment trusts, according to a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633284611,"gmtCreate":1644131149588,"gmtModify":1644131149656,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/633284611","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大型科技股财报总览,FAAMG+TSLA业绩告诉我们什么?","htmlText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633191227,"gmtCreate":1643821465045,"gmtModify":1643821465045,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633191227","repostId":"2208350702","repostType":4,"repost":{"id":"2208350702","pubTimestamp":1643804220,"share":"https://www.laohu8.com/m/news/2208350702?lang=&edition=full","pubTime":"2022-02-02 20:17","market":"us","language":"en","title":"Ferrari points to higher profits this year after record 2021 shipments","url":"https://stock-news.laohu8.com/highlight/detail?id=2208350702","media":"StreetInsider","summary":"MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this y","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3a3605faa0854fc5c85ee85ca2e23fde\" tg-width=\"200\" tg-height=\"133\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this year after posting strong financial results in 2021 with record shipments of 11,155 vehicles.</p><p>The Italian company guided for adjusted earnings before interest, tax, depreciation and amortization (EBITDA) of 1.65-1.70 billion euros this year, up from 1.53 billion euros ($1.73 billion) in 2021.</p><p>Last year's result was in line with a company-provided forecast of around 1.52 billion euros.</p><p>Milan-listed shares in Ferrari trimmed losses after results were published and were down 0.6% by 1150 GMT.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ferrari points to higher profits this year after record 2021 shipments</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\">\nFerrari points to higher profits this year after record 2021 shipments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-02 20:17 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19543391><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this year after posting strong financial results in 2021 with record shipments of 11,155 vehicles.The ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19543391\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","RACE":"法拉利","BK4548":"巴美列捷福持仓","BK4555":"新能源车"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19543391","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208350702","content_text":"MILAN (Reuters) - Sports car maker Ferrari said on Wednesday its core earnings would rise this year after posting strong financial results in 2021 with record shipments of 11,155 vehicles.The Italian company guided for adjusted earnings before interest, tax, depreciation and amortization (EBITDA) of 1.65-1.70 billion euros this year, up from 1.53 billion euros ($1.73 billion) in 2021.Last year's result was in line with a company-provided forecast of around 1.52 billion euros.Milan-listed shares in Ferrari trimmed losses after results were published and were down 0.6% by 1150 GMT.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854756625,"gmtCreate":1635486710483,"gmtModify":1635486710617,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854756625","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p>\n<p>Apple fell 3.7% in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p>\n<p>However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p>\n<p>Here's how Apple did versus Refinitiv consensus estimates:</p>\n<ul>\n <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li>\n <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li>\n</ul>\n<p>iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p>\n<p>Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p>\n<p>Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p>\n<p>The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p>\n<p>Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p>\n<p>Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p>\n<p>Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p>\n<p><b>MISSES</b></p>\n<p>Apple missed expectations in two key categories.</p>\n<p>Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p>\n<p>Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p>\n<p>\"It's very difficult to call,\" Cook said.</p>\n<p>The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p>\n<p>Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p>\n<p>The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p>\n<p>\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p>\n<p>Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p>\n<p>The company said it returned $24 billion to shareholders during the quarter.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion</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 sales miss expectations, supply issues cost company $6 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-29 06:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p>\n<p>Apple fell 3.7% in extended trading.</p>\n<p><img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p>\n<p>\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p>\n<p>However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p>\n<p>Here's how Apple did versus Refinitiv consensus estimates:</p>\n<ul>\n <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li>\n <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li>\n</ul>\n<p>iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p>\n<p>Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p>\n<p>Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p>\n<p>The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p>\n<p>Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p>\n<p>Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p>\n<p>Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p>\n<p><b>MISSES</b></p>\n<p>Apple missed expectations in two key categories.</p>\n<p>Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p>\n<p>Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p>\n<p>\"It's very difficult to call,\" Cook said.</p>\n<p>The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p>\n<p>Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p>\n<p>The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p>\n<p>\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p>\n<p>Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p>\n<p>The company said it returned $24 billion to shareholders during the quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865288808,"gmtCreate":1632987475507,"gmtModify":1632987475611,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865288808","repostId":"1104172212","repostType":4,"repost":{"id":"1104172212","pubTimestamp":1632965278,"share":"https://www.laohu8.com/m/news/1104172212?lang=&edition=full","pubTime":"2021-09-30 09:27","market":"us","language":"en","title":"2021 Global Market Outlook - Q4 Update: Growing Pains","url":"https://stock-news.laohu8.com/highlight/detail?id=1104172212","media":"seekingalpha","summary":"Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double","content":"<p><b>Summary</b></p>\n<ul>\n <li>The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.</li>\n <li>The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor.</li>\n <li>The key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter.</li>\n</ul>\n<p>The COVID-19 delta variant, inflation and central bank tapering are unnerving investors. <b>We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening. Amid this backdrop, our outlook favors equities over bonds, the value factor over the growth factor and non-U.S. stocks over U.S. stocks.</b></p>\n<p><b>Introduction</b></p>\n<p>The post-lockdown recovery has transitioned from energetic youthfulness to awkward adolescence. It’s still growing, although at a slower pace, and there are worries about what happens next, particularly about monetary policy and the outlook for inflation. Theinflation spikehas been larger than expected, but we still think it istransitory, caused by base effects from when the U.S. consumer price index (CPI) fell during the lockdown last year and by temporary supply bottlenecks. Inflation may remain high over the remainder of 2021 but should decline in early 2022. This means that even though the U.S. Federal Reserve (Fed) is likely to begin tapering back on asset purchases before the end of the year, rate hikes are unlikely before the second half of 2023.</p>\n<p>Another worry is thehighly contagious COVID-19 delta variant. The evidence so far is that vaccines are effective in preventing serious COVID-19 infections. Vaccination rates are accelerating globally, and emerging economies are catching up with developed markets. Infection rates appear to have peaked globally in early September. This means the reopening of economies should continue over the remainder of 2021. The onset of winter in the northern hemisphere will be a test, but the rollout of booster vaccination shots should help prevent widescale renewed lockdowns.</p>\n<p>The conclusions from our cycle, value and sentiment (CVS) investment decision-making process are broadly unchanged from our previous quarterly report. Global equities remain expensive, with the very expensive U.S. market offsetting better value elsewhere. Sentiment is slightly overbought, but not close to dangerous levels of euphoria. The strong cycle delivers a preference for equities over bonds for at least the next 12 months, despite expensive valuations. It also reinforces our preference for thevalue equity factor over the growth factorand for non-U.S. equities to outperform the U.S. market.</p>\n<p><b>Cycle still in recovery phase</b></p>\n<p>The post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. Even so, we think the cycle is still in the recovery phase, although it is maturing. Despite strong growth, there is plenty of spare capacity. This can be seen in the employment-to-population ratio for prime-age workers in the United States. The chart below shows the ratio has recovered from the pandemic lows, but only to levels reached during the relatively mild recessions in the early 1990s and 2000s. We expect theU.S. labor-market recoveryshould still resemble a typical post-recession recovery over the next few quarters.</p>\n<p><b>U.S. EMPLOYMENT-POPULATION RATIO FOR PRIME-AGE WORKERS</b></p>\n<p><img src=\"https://static.tigerbbs.com/28a91fe2991463e2285879c32cb1b8c7\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>The U.S. recovery, however, is more advanced than that of other developed economies. The following chart shows how far GDP has recovered, relative to the pre-COVID-19 peak in 2019. GDP is 0.8% higher in the U.S., although this level is still short relative to the pre-COVID-19 trend. GDP is 2.5% below 2019 levels in the euro area and 4.5% below in the United Kingdom. We expect more cyclical upside for economic growth outside the U.S., and this should allow market leadership to rotate toward the rest of the world.</p>\n<p><b>GDP IN Q2 2021 RELATIVE TO PRE-COVID-19 PEAK IN 2019</b></p>\n<p><img src=\"https://static.tigerbbs.com/577d1b96aef08b71c9bdb6665a21b2ac\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Two key indicators</b></p>\n<p>Last quarter, we listed two indicators that should offer a guide to the Fed’s expected reaction to the inflation spike.</p>\n<p>The first is five-year/five-year breakeven inflation expectations, based on the pricing of Treasury Inflation Protected Securities (TIPS). This is the market’s forecast for average inflation over five years in five years’ time. It tells us that investors expect inflation will average 2.17% in the five years from late 2026 to late 2031. The TIPS yields are based on the CPI, while the Fed targets inflation as measured by the personal consumption expenditure (PCE) deflator. The two move together over time, but CPI inflation is generally around 0.25% higher than PCE inflation. A breakeven rate of 2.75% would suggest the market sees PCE inflation above 2.5% in five years’ time. Market inflation expectations are currently comfortably below the Fed’s worry point.</p>\n<p><b>WATCHPOINT INDICATOR #1: U.S. 5-YEAR/5-YEAR BREAKEVEN INFLATION RATE</b></p>\n<p><img src=\"https://static.tigerbbs.com/13f3cf57b58f600fe6681e9015779e85\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>The second indicator is the Atlanta Fed’s Wage Growth Tracker, and this has a less-comforting message about inflation risks. It reached 3.9% in August, which isclose to the 4% thresholdwhere we judge that the Fed will become concerned about the inflationary impact on the growth of wages. A breakdown shows that the spike has been mostly driven by wages for low-skilled, young people in the leisure and hospitality industry. This suggests the surge has been caused by temporary labor supply shortages and that wage pressures should subside as economic activity normalizes. This indicator, however, will be an important watchpoint over the next few months.</p>\n<p><b>WATCHPOINT INDICATOR #2: ATLANTA FED WAGE GROWTH TRACKER</b></p>\n<p><img src=\"https://static.tigerbbs.com/a1d3ff1ca26f6d29a28f919c65531c9a\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Reopening trade still makes sense</b></p>\n<p>The reopening trade, which lifts long-term interest rates and favors cyclical and value stocks over technology and growth stocks, worked well for several months following the vaccine announcement last November. Value outperformed growth and yield curves steepened. The trade has reversed in recent months, however, amid fears that the delta variant might derail the economic recovery. The impact has been magnified by short covering in bond markets as investors, who have been short or underweight, have been forced by the rally to buy back into the market, pushing bond yields even lower.</p>\n<p>The reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor. Financial stocks comprise the largest sector in the MSCI World Value Index, and they should benefit from further yield-curve steepening, which boosts the profitability of banks. Long-term interest rates should rise as global growth remains above trend, delta-variant fears fade, the short squeeze unwinds and central banks begin tapering back on bond purchases.</p>\n<p>The rotation in economic growth leadership away from the United States should also help the reopening trade. The rest of the world is overweight cyclical value stocks relative to the U.S., which has a higher weight to technology stocks.</p>\n<p>Emerging market (EM) equities have been poor performers since the vaccine announcement, but there are some encouraging signs. Initially, they were held back by the exposure to technology stocks in the MSCI Emerging Markets Index and the slow rollout of COVID-19 vaccines. More recently, they have come under pressure from the slowdown in the Chinese economy and theregulatory crackdown on Chinese tech companies. The vaccine rollout across emerging markets has accelerated and policy easing in China should soon improve the growth outlook. The path of Chinese regulation is harder to predict, but it is now largely priced in, with Chinese technology companies underperforming their global peers by nearly 50% from February 2021 through mid-September.</p>\n<p>The resumption of the reopening trade should also result in U.S. dollar weakness. The U.S. Dollar Index (DXY) has traded sideways since the vaccine announcement. It should weaken once investors have confidence that delta-variant risks are subsiding and realize that the Fed is likely to remain dovish as inflation risks decline. The dollar typically gains during global downturns and declines in the recovery phase. Dollar weakness should support the performance of non-U.S. markets, particularly emerging markets.</p>\n<p><b>Risks: variants, inflation, China weakness</b></p>\n<p>The key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter. The evidence so far is that vaccinations are highly effective in preventing serious illness. In Israel, booster shots appear to have slowed the rate of new cases.</p>\n<p>Another watchpoint is inflation and the response of central banks. Our expectation is that this year’s inflation spike is mostly transitory and that the major central banks, led by the Fed, are still two years from raising interest rates.</p>\n<p>Finally, there is the risk of a sharper-than-expected slowdown in China.Credit growth has slowed this yearand the purchasing managers’ indexes (PMI) have trended lower. Monetary and fiscal policy have been eased, however, and senior officials have signaled that more stimulus is on the way. China policy direction and credit trends will be an important watchpoint over coming months.</p>\n<p><b>Regional snapshotsUnited States</b></p>\n<p>The U.S. economy is likely to sustain above-trend growth into 2022. However, the easiest gains appear in the rear-view mirror at the end of the third quarter as the recovery phase of the business cycle matures. This is most visible for corporate earnings, where S&P 500® Index earnings-per-share already sit 20% above their previous cyclical high.</p>\n<p>Strong fundamentals have helped power the stock market to new highs. Early evidence that the delta-variant wave may be fading and the potential for greater vaccine access for children are positives for a more complete recovery in the quarters ahead. The Fedlooks poised to start tapering its asset purchasesaround the end of 2021. The timing of the first rate hike will then hinge on what happens to inflation next year. Our models suggest that inflation is likely to drop back below the Fed’s 2% target in 2022. If that is correct, the Fed is likely to remain on hold into the second half of 2023.</p>\n<p>Wage inflation is a key risk to this view. It is running unusually strong for this stage of the cycle, and record hiring intentions from businesses could exhaust spare capacity in the year ahead. We expect the 10-year U.S. Treasury yield to rise moderately from 1.37% in mid-September to 1.75% in coming months.</p>\n<p>Fiscal stimulus negotiations continue to grab headlines in Washington, D.C. Thetax provisions in these billsare likely to be the most impactful for financial markets. We estimate thathigher corporate taxescould subtract about four percentage points from S&P 500 earnings growth in 2022. This could create volatility and opportunity in markets. Given our strong cyclical outlook, our bias continues to be a<i>risk-on</i>preference for equities over bonds for the medium-term.</p>\n<p><b>Eurozone</b></p>\n<p>Euro area growthslowed through the third quarter but looks on track for a return to above-trend growth over the fourth quarter and into 2022. Vaccination rates are high, and the euro area has more catch-up potential than other major economies, particularly the United States. The euro area is also set to receive more fiscal support than other regions, with the European Union’s pandemic recovery fund only just starting to disburse stimulus, which will provide significant support in southern Europe. Polls in advance of Germany’s federal election on Sept. 26 suggested the electorate was moving toward the political left, which means the new government is likely to support expansionary fiscal policy and a continued dovish stance by the European Central Bank (ECB).</p>\n<p>The MSCI EMU Index, which reflects the European Economic and Monetary Union, has performed broadly in line with the S&P 500 so far in 2021. We think it has potential to outperform in coming quarters. Europe’s exposure to financials and cyclically sensitive sectors such as industrials, materials and energy, and its relatively small exposure to technology, gives it the potential to outperform as delta-variant fears subside, economic activity picks up and yield curves in Europe steepen.</p>\n<p><b>United Kingdom</b></p>\n<p>As of mid-year, UK GDP was still nearly 4.5% below its pre-pandemic peak. We see plenty of scope for strong catch-up growth as borders are fully reopened and activity normalizes. Supply bottlenecks and labor shortages have triggered a sharp rise in underlying inflation and created concerns that the Bank of England (BoE) may start rate hikes in the first half of 2022. We think the BoE is unlikely to be that aggressive. We expect inflation to decline in early 2022 as supply constraints ease, which should convince the BoE to delay rate hikes.</p>\n<p>The FTSE 100 Index is the cheapest of the major developed equity markets in late 2021, and this should help it reflect higher returns than other markets over the next decade. Around 70% of UK corporate earnings come from offshore, so one near-term risk is that further strengthening of British sterling dampens earnings growth. The other risks are mostly around policy missteps, for example, early tightening by the Bank of England.</p>\n<p><b>Japan</b></p>\n<p>The Japanese economy is expected to get a shot in the arm as rising vaccination rates improve mobility and reduce the risk of further lockdowns, and as political leadership changes result in more fiscal stimulus: the Japanese election is due to be held before Nov. 28. Japanese equities look slightly more expensive than other regions such as the UK and Europe. We maintain our view that the Bank of Japan will significantly lag other central banks in normalizing policy.</p>\n<p><b>China</b></p>\n<p>We expect Chinese economic growth to berobust over the next 12 months, supported by a post-lockdown jump in consumer spending and incremental fiscal and monetary easing. Despite a big improvement in vaccination rates,COVID-19 outbreaks remain a riskgiven the Chinese government’s zero-tolerance approach. The major consumer technology companies have seen significant drops in stock prices recently due to more aggressive regulation. Some uncertainty remains around thepath of future regulation, especially as it relates to technology companies, and as a result we expect investors will remain cautious on Chinese equities in the coming months. The property market, particularly property developers as recently highlighted by Evergrande’s debt crisis, remains a risk that we are monitoring closely.</p>\n<p><b>Canada</b></p>\n<p>Canada leads the G71countries in terms of the vaccination rollout, which should minimize the risk of large-scale lockdowns over winter. The delta variant has taken an economic toll, however, with industry consensus projections now predicting 5% GDP growth in 2021 versus estimates of more than 6% just three months ago. Even so, growth remains above-trend and the odds of additional fiscal expenditures to support the economy have increased. This means that weaker growth due to COVID-19 is unlikely to change the Bank of Canada's (BoC) tightening bias.</p>\n<p>Tapering of asset purchasesshould be complete by the end of the first quarter of 2022. BoC Governor Tiff Macklem has indicated that the reinvestment phase of the bonds held by the central bank will commence once quantitative easing has ended. This should generate an estimated C$1 billion in weekly bond purchases, down from the current pace of C$2 billion. The BoC will likely only consider shrinking its balance sheet after it has started lifting interest rates. The BoC projects that the output gap will close sometime over the second half of 2022, and that rate hikes will be considered after economic slack has disappeared. We believe that the timeline may be a tad aggressive, and a delay to 2023 for liftoff is more likely. This would better align the Canadian central bank with its American counterpart.</p>\n<p><b>Australia/New Zealand</b></p>\n<p>The Australian economy is set to return to life, with lockdowns likely to be eased in October and November. Consumer and business balance sheets continue to look healthy, which should facilitate a strong recovery. The reopening of the international border in 2022 will provide a further boost. Fiscal policy has supported the economy through the downturn, and there is potential for further stimulus in the lead-up to the federal election, which is due before the end of 2022. The Reserve Bank of Australia has begun the process of tapering its bond-purchase program, but we expect that a rise in the cash rate is unlikely until at least the second half of 2023.</p>\n<p>New Zealand’s most recent lockdown will drag on Q3 GDP, but similar to Australia, we expect a solid rebound as the economy reopens. The government aims to provide a vaccine to all adults by the end of 2021, after which borders will gradually reopen. This will provide a boost, particularly to tourism-exposed sectors. Despite having recently put off hiking interest rates due to the recent lockdown, we expect the Reserve Bank of New Zealand will start raising rates this year. Even though they have significantly underperformed global equities this year, New Zealand equities still screen as relatively expensive compared to other regions.</p>\n<p><b>Asset-class preferences</b></p>\n<p>Our cycle, value and sentiment investment decision-making process in late September 2021 has a moderately positive medium-term view on global equities. Value is expensive across most markets except for UK equities, which are near fair value. The cycle is risk-asset supportive for the medium-term. The major economies still have spare capacity and inflation pressures appear transitory, caused by COVID-19-related supply shortages. Rate hikes by the U.S. Fed seem unlikely before the second half of 2023. Sentiment, after reaching overbought levels earlier in the year, has returned to more neutral levels.</p>\n<p><b>COMPOSITE CONTRARIAN INDICATOR: SENTIMENT SHIFTS TOWARD NEUTRAL</b></p>\n<p><img src=\"https://static.tigerbbs.com/5c527955abbc9e770d200c1d709f80d8\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<ul>\n <li>We prefer<b>non-U.S. equities</b>to U.S. equities. Stronger economic growth and steeper yield curves after the third-quarter slowdown should favor undervalued cyclical value stocks over expensive technology and growth stocks. Relative to the U.S., the rest of the world is overweight cyclical value stocks.</li>\n <li><b>Emerging markets equities</b>have been relatively poor performers this year, but there are some encouraging signs. The vaccine rollout across EM has accelerated and policy easing in China should soon boost the economic growth outlook.China’s regulatory crackdownhas caused significant underperformance by Chinese technology companies, but this should be less of a headwind going forward now that it is priced in.</li>\n <li><b>High yield</b>and<b>investment grade credit</b>are expensive on a spread basis but have support from a positive cycle view that accommodates corporate profit growth and keeps default rates low. U.S. dollar-denominated<b>emerging markets debt</b>is close to fair value in spread terms and will gain support on U.S. dollar weakness.</li>\n <li><b>Government bonds</b>are expensive, and yields should come under upward pressure as output gaps close and central banks look to taper back asset purchases. We expect the 10-year U.S. Treasury yield to rise toward 1.75% in coming months.</li>\n <li><b>Real assets</b>: Real Estate Investment Trusts (REITs) have significantly outperformed Global Listed Infrastructure (GLI) so far this year, to the extent that REITS are now expensive relative to GLI. Both should benefit from the pandemic recovery, but GLI has some catch-up potential. GLI should benefit from the global re-opening boosting domestic and international travel.<b>Commodities</b>have been the best-performing asset class this year amid strong demand and supply bottlenecks. The gains have been led by industrial metals and energy. The pace of increase should ease as supply issues are resolved, butcommodities should retain supportfrom above-trend global demand.</li>\n <li>The<b>U.S. dollar</b>has been supported this year by expectations for early Fed tightening and U.S. economic growth leadership. It should weaken as global growth leadership rotates away from the U.S. and toward Europe and other developed economies. The dollar typically gains during global downturns and declines in the recovery phase. The main beneficiary is likely to be the<b>euro</b>, which is still undervalued. We also believe<b>British sterling</b>and the economically sensitive<i>commodity currencies</i>—the<b>Australian dollar</b>, the<b>New Zealand dollar</b>and the<b>Canadian dollar</b>—can make further gains, although these currencies are not undervalued from a longer-term perspective.</li>\n</ul>\n<p><b>ASSET PERFORMANCE SINCE THE BEGINNING OF 2021</b></p>\n<p><img src=\"https://static.tigerbbs.com/50e253becd38bd122d9fc211e7b0f583\" tg-width=\"1280\" tg-height=\"982\" referrerpolicy=\"no-referrer\"></p>\n<p>1The Group of Seven is an inter-governmental political forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States.</p>\n<p><b>Important Information</b></p>\n<p>The views in this Global Market Outlook report are subject to change at any time based upon market or other conditions and are current as of September 27, 2021. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p>\n<p>Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.</p>\n<p>Keep in mind that, like all investing, multi-asset investing does not assure a profit or protect against loss.</p>\n<p>No model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Russell believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals.</p>\n<p>Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.</p>\n<p>Investment in global, international or emerging markets may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and political systems with less stability than in more developed countries.</p>\n<p>Currency investing involves risks including fluctuations in currency values, whether the home currency or the foreign currency. They can either enhance or reduce the returns associated with foreign investments.</p>\n<p>Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.</p>\n<p>Bond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to sub-prime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries.</p>\n<p>Performance quoted represents past performance and should not be viewed as a guarantee of future results.</p>\n<p>The FTSE 100 Index is a market-capitalization weighted index of UK-listed blue chip companies.</p>\n<p>The S&P 500® Index, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.</p>\n<p>The MSCI EMU Index (European Economic and Monetary Union) captures large and mid cap representation across the 10 developed markets countries in the EMU. With 246 constituents, the index covers approximately 85% of the free float-adjusted market capitalization of the EMU.</p>\n<p>Indexes are unmanaged and cannot be invested in directly.</p>\n<p>Copyright © Russell Investments 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.</p>\n<p>Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.</p>\n<p>Products and services described on this website are intended for<b>United States residents only</b>. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.</p>\n<p>Russell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.</p>\n<p>Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2021 Global Market Outlook - Q4 Update: Growing Pains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2021 Global Market Outlook - Q4 Update: Growing Pains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 09:27 GMT+8 <a href=https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.\nThe reopening trade should resume in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4457651-2021-global-market-outlook-q4-update-growing-pains","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1104172212","content_text":"Summary\n\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows.\nThe reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor.\nThe key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter.\n\nThe COVID-19 delta variant, inflation and central bank tapering are unnerving investors. We expect the pandemic-recovery trade to resume as inflation subsides, infection rates decline and tapering turns out to not equal tightening. Amid this backdrop, our outlook favors equities over bonds, the value factor over the growth factor and non-U.S. stocks over U.S. stocks.\nIntroduction\nThe post-lockdown recovery has transitioned from energetic youthfulness to awkward adolescence. It’s still growing, although at a slower pace, and there are worries about what happens next, particularly about monetary policy and the outlook for inflation. Theinflation spikehas been larger than expected, but we still think it istransitory, caused by base effects from when the U.S. consumer price index (CPI) fell during the lockdown last year and by temporary supply bottlenecks. Inflation may remain high over the remainder of 2021 but should decline in early 2022. This means that even though the U.S. Federal Reserve (Fed) is likely to begin tapering back on asset purchases before the end of the year, rate hikes are unlikely before the second half of 2023.\nAnother worry is thehighly contagious COVID-19 delta variant. The evidence so far is that vaccines are effective in preventing serious COVID-19 infections. Vaccination rates are accelerating globally, and emerging economies are catching up with developed markets. Infection rates appear to have peaked globally in early September. This means the reopening of economies should continue over the remainder of 2021. The onset of winter in the northern hemisphere will be a test, but the rollout of booster vaccination shots should help prevent widescale renewed lockdowns.\nThe conclusions from our cycle, value and sentiment (CVS) investment decision-making process are broadly unchanged from our previous quarterly report. Global equities remain expensive, with the very expensive U.S. market offsetting better value elsewhere. Sentiment is slightly overbought, but not close to dangerous levels of euphoria. The strong cycle delivers a preference for equities over bonds for at least the next 12 months, despite expensive valuations. It also reinforces our preference for thevalue equity factor over the growth factorand for non-U.S. equities to outperform the U.S. market.\nCycle still in recovery phase\nThe post-lockdown recovery has been powerful, and most developed economies have seen double-digit gross domestic product (GDP) rebounds from 2020 lows. Even so, we think the cycle is still in the recovery phase, although it is maturing. Despite strong growth, there is plenty of spare capacity. This can be seen in the employment-to-population ratio for prime-age workers in the United States. The chart below shows the ratio has recovered from the pandemic lows, but only to levels reached during the relatively mild recessions in the early 1990s and 2000s. We expect theU.S. labor-market recoveryshould still resemble a typical post-recession recovery over the next few quarters.\nU.S. EMPLOYMENT-POPULATION RATIO FOR PRIME-AGE WORKERS\n\nThe U.S. recovery, however, is more advanced than that of other developed economies. The following chart shows how far GDP has recovered, relative to the pre-COVID-19 peak in 2019. GDP is 0.8% higher in the U.S., although this level is still short relative to the pre-COVID-19 trend. GDP is 2.5% below 2019 levels in the euro area and 4.5% below in the United Kingdom. We expect more cyclical upside for economic growth outside the U.S., and this should allow market leadership to rotate toward the rest of the world.\nGDP IN Q2 2021 RELATIVE TO PRE-COVID-19 PEAK IN 2019\n\nTwo key indicators\nLast quarter, we listed two indicators that should offer a guide to the Fed’s expected reaction to the inflation spike.\nThe first is five-year/five-year breakeven inflation expectations, based on the pricing of Treasury Inflation Protected Securities (TIPS). This is the market’s forecast for average inflation over five years in five years’ time. It tells us that investors expect inflation will average 2.17% in the five years from late 2026 to late 2031. The TIPS yields are based on the CPI, while the Fed targets inflation as measured by the personal consumption expenditure (PCE) deflator. The two move together over time, but CPI inflation is generally around 0.25% higher than PCE inflation. A breakeven rate of 2.75% would suggest the market sees PCE inflation above 2.5% in five years’ time. Market inflation expectations are currently comfortably below the Fed’s worry point.\nWATCHPOINT INDICATOR #1: U.S. 5-YEAR/5-YEAR BREAKEVEN INFLATION RATE\n\nThe second indicator is the Atlanta Fed’s Wage Growth Tracker, and this has a less-comforting message about inflation risks. It reached 3.9% in August, which isclose to the 4% thresholdwhere we judge that the Fed will become concerned about the inflationary impact on the growth of wages. A breakdown shows that the spike has been mostly driven by wages for low-skilled, young people in the leisure and hospitality industry. This suggests the surge has been caused by temporary labor supply shortages and that wage pressures should subside as economic activity normalizes. This indicator, however, will be an important watchpoint over the next few months.\nWATCHPOINT INDICATOR #2: ATLANTA FED WAGE GROWTH TRACKER\n\nReopening trade still makes sense\nThe reopening trade, which lifts long-term interest rates and favors cyclical and value stocks over technology and growth stocks, worked well for several months following the vaccine announcement last November. Value outperformed growth and yield curves steepened. The trade has reversed in recent months, however, amid fears that the delta variant might derail the economic recovery. The impact has been magnified by short covering in bond markets as investors, who have been short or underweight, have been forced by the rally to buy back into the market, pushing bond yields even lower.\nThe reopening trade should resume in coming months. The cyclical stocks that comprise the value factor are reporting stronger earnings upgrades than technology-heavy growth stocks, and the value factor is cheap compared to the growth factor. Financial stocks comprise the largest sector in the MSCI World Value Index, and they should benefit from further yield-curve steepening, which boosts the profitability of banks. Long-term interest rates should rise as global growth remains above trend, delta-variant fears fade, the short squeeze unwinds and central banks begin tapering back on bond purchases.\nThe rotation in economic growth leadership away from the United States should also help the reopening trade. The rest of the world is overweight cyclical value stocks relative to the U.S., which has a higher weight to technology stocks.\nEmerging market (EM) equities have been poor performers since the vaccine announcement, but there are some encouraging signs. Initially, they were held back by the exposure to technology stocks in the MSCI Emerging Markets Index and the slow rollout of COVID-19 vaccines. More recently, they have come under pressure from the slowdown in the Chinese economy and theregulatory crackdown on Chinese tech companies. The vaccine rollout across emerging markets has accelerated and policy easing in China should soon improve the growth outlook. The path of Chinese regulation is harder to predict, but it is now largely priced in, with Chinese technology companies underperforming their global peers by nearly 50% from February 2021 through mid-September.\nThe resumption of the reopening trade should also result in U.S. dollar weakness. The U.S. Dollar Index (DXY) has traded sideways since the vaccine announcement. It should weaken once investors have confidence that delta-variant risks are subsiding and realize that the Fed is likely to remain dovish as inflation risks decline. The dollar typically gains during global downturns and declines in the recovery phase. Dollar weakness should support the performance of non-U.S. markets, particularly emerging markets.\nRisks: variants, inflation, China weakness\nThe key risk is that the delta variant or similar proves resilient to vaccination or that infection rates escalate during the Northern Hemisphere winter. The evidence so far is that vaccinations are highly effective in preventing serious illness. In Israel, booster shots appear to have slowed the rate of new cases.\nAnother watchpoint is inflation and the response of central banks. Our expectation is that this year’s inflation spike is mostly transitory and that the major central banks, led by the Fed, are still two years from raising interest rates.\nFinally, there is the risk of a sharper-than-expected slowdown in China.Credit growth has slowed this yearand the purchasing managers’ indexes (PMI) have trended lower. Monetary and fiscal policy have been eased, however, and senior officials have signaled that more stimulus is on the way. China policy direction and credit trends will be an important watchpoint over coming months.\nRegional snapshotsUnited States\nThe U.S. economy is likely to sustain above-trend growth into 2022. However, the easiest gains appear in the rear-view mirror at the end of the third quarter as the recovery phase of the business cycle matures. This is most visible for corporate earnings, where S&P 500® Index earnings-per-share already sit 20% above their previous cyclical high.\nStrong fundamentals have helped power the stock market to new highs. Early evidence that the delta-variant wave may be fading and the potential for greater vaccine access for children are positives for a more complete recovery in the quarters ahead. The Fedlooks poised to start tapering its asset purchasesaround the end of 2021. The timing of the first rate hike will then hinge on what happens to inflation next year. Our models suggest that inflation is likely to drop back below the Fed’s 2% target in 2022. If that is correct, the Fed is likely to remain on hold into the second half of 2023.\nWage inflation is a key risk to this view. It is running unusually strong for this stage of the cycle, and record hiring intentions from businesses could exhaust spare capacity in the year ahead. We expect the 10-year U.S. Treasury yield to rise moderately from 1.37% in mid-September to 1.75% in coming months.\nFiscal stimulus negotiations continue to grab headlines in Washington, D.C. Thetax provisions in these billsare likely to be the most impactful for financial markets. We estimate thathigher corporate taxescould subtract about four percentage points from S&P 500 earnings growth in 2022. This could create volatility and opportunity in markets. Given our strong cyclical outlook, our bias continues to be arisk-onpreference for equities over bonds for the medium-term.\nEurozone\nEuro area growthslowed through the third quarter but looks on track for a return to above-trend growth over the fourth quarter and into 2022. Vaccination rates are high, and the euro area has more catch-up potential than other major economies, particularly the United States. The euro area is also set to receive more fiscal support than other regions, with the European Union’s pandemic recovery fund only just starting to disburse stimulus, which will provide significant support in southern Europe. Polls in advance of Germany’s federal election on Sept. 26 suggested the electorate was moving toward the political left, which means the new government is likely to support expansionary fiscal policy and a continued dovish stance by the European Central Bank (ECB).\nThe MSCI EMU Index, which reflects the European Economic and Monetary Union, has performed broadly in line with the S&P 500 so far in 2021. We think it has potential to outperform in coming quarters. Europe’s exposure to financials and cyclically sensitive sectors such as industrials, materials and energy, and its relatively small exposure to technology, gives it the potential to outperform as delta-variant fears subside, economic activity picks up and yield curves in Europe steepen.\nUnited Kingdom\nAs of mid-year, UK GDP was still nearly 4.5% below its pre-pandemic peak. We see plenty of scope for strong catch-up growth as borders are fully reopened and activity normalizes. Supply bottlenecks and labor shortages have triggered a sharp rise in underlying inflation and created concerns that the Bank of England (BoE) may start rate hikes in the first half of 2022. We think the BoE is unlikely to be that aggressive. We expect inflation to decline in early 2022 as supply constraints ease, which should convince the BoE to delay rate hikes.\nThe FTSE 100 Index is the cheapest of the major developed equity markets in late 2021, and this should help it reflect higher returns than other markets over the next decade. Around 70% of UK corporate earnings come from offshore, so one near-term risk is that further strengthening of British sterling dampens earnings growth. The other risks are mostly around policy missteps, for example, early tightening by the Bank of England.\nJapan\nThe Japanese economy is expected to get a shot in the arm as rising vaccination rates improve mobility and reduce the risk of further lockdowns, and as political leadership changes result in more fiscal stimulus: the Japanese election is due to be held before Nov. 28. Japanese equities look slightly more expensive than other regions such as the UK and Europe. We maintain our view that the Bank of Japan will significantly lag other central banks in normalizing policy.\nChina\nWe expect Chinese economic growth to berobust over the next 12 months, supported by a post-lockdown jump in consumer spending and incremental fiscal and monetary easing. Despite a big improvement in vaccination rates,COVID-19 outbreaks remain a riskgiven the Chinese government’s zero-tolerance approach. The major consumer technology companies have seen significant drops in stock prices recently due to more aggressive regulation. Some uncertainty remains around thepath of future regulation, especially as it relates to technology companies, and as a result we expect investors will remain cautious on Chinese equities in the coming months. The property market, particularly property developers as recently highlighted by Evergrande’s debt crisis, remains a risk that we are monitoring closely.\nCanada\nCanada leads the G71countries in terms of the vaccination rollout, which should minimize the risk of large-scale lockdowns over winter. The delta variant has taken an economic toll, however, with industry consensus projections now predicting 5% GDP growth in 2021 versus estimates of more than 6% just three months ago. Even so, growth remains above-trend and the odds of additional fiscal expenditures to support the economy have increased. This means that weaker growth due to COVID-19 is unlikely to change the Bank of Canada's (BoC) tightening bias.\nTapering of asset purchasesshould be complete by the end of the first quarter of 2022. BoC Governor Tiff Macklem has indicated that the reinvestment phase of the bonds held by the central bank will commence once quantitative easing has ended. This should generate an estimated C$1 billion in weekly bond purchases, down from the current pace of C$2 billion. The BoC will likely only consider shrinking its balance sheet after it has started lifting interest rates. The BoC projects that the output gap will close sometime over the second half of 2022, and that rate hikes will be considered after economic slack has disappeared. We believe that the timeline may be a tad aggressive, and a delay to 2023 for liftoff is more likely. This would better align the Canadian central bank with its American counterpart.\nAustralia/New Zealand\nThe Australian economy is set to return to life, with lockdowns likely to be eased in October and November. Consumer and business balance sheets continue to look healthy, which should facilitate a strong recovery. The reopening of the international border in 2022 will provide a further boost. Fiscal policy has supported the economy through the downturn, and there is potential for further stimulus in the lead-up to the federal election, which is due before the end of 2022. The Reserve Bank of Australia has begun the process of tapering its bond-purchase program, but we expect that a rise in the cash rate is unlikely until at least the second half of 2023.\nNew Zealand’s most recent lockdown will drag on Q3 GDP, but similar to Australia, we expect a solid rebound as the economy reopens. The government aims to provide a vaccine to all adults by the end of 2021, after which borders will gradually reopen. This will provide a boost, particularly to tourism-exposed sectors. Despite having recently put off hiking interest rates due to the recent lockdown, we expect the Reserve Bank of New Zealand will start raising rates this year. Even though they have significantly underperformed global equities this year, New Zealand equities still screen as relatively expensive compared to other regions.\nAsset-class preferences\nOur cycle, value and sentiment investment decision-making process in late September 2021 has a moderately positive medium-term view on global equities. Value is expensive across most markets except for UK equities, which are near fair value. The cycle is risk-asset supportive for the medium-term. The major economies still have spare capacity and inflation pressures appear transitory, caused by COVID-19-related supply shortages. Rate hikes by the U.S. Fed seem unlikely before the second half of 2023. Sentiment, after reaching overbought levels earlier in the year, has returned to more neutral levels.\nCOMPOSITE CONTRARIAN INDICATOR: SENTIMENT SHIFTS TOWARD NEUTRAL\n\n\nWe prefernon-U.S. equitiesto U.S. equities. Stronger economic growth and steeper yield curves after the third-quarter slowdown should favor undervalued cyclical value stocks over expensive technology and growth stocks. Relative to the U.S., the rest of the world is overweight cyclical value stocks.\nEmerging markets equitieshave been relatively poor performers this year, but there are some encouraging signs. The vaccine rollout across EM has accelerated and policy easing in China should soon boost the economic growth outlook.China’s regulatory crackdownhas caused significant underperformance by Chinese technology companies, but this should be less of a headwind going forward now that it is priced in.\nHigh yieldandinvestment grade creditare expensive on a spread basis but have support from a positive cycle view that accommodates corporate profit growth and keeps default rates low. U.S. dollar-denominatedemerging markets debtis close to fair value in spread terms and will gain support on U.S. dollar weakness.\nGovernment bondsare expensive, and yields should come under upward pressure as output gaps close and central banks look to taper back asset purchases. We expect the 10-year U.S. Treasury yield to rise toward 1.75% in coming months.\nReal assets: Real Estate Investment Trusts (REITs) have significantly outperformed Global Listed Infrastructure (GLI) so far this year, to the extent that REITS are now expensive relative to GLI. Both should benefit from the pandemic recovery, but GLI has some catch-up potential. GLI should benefit from the global re-opening boosting domestic and international travel.Commoditieshave been the best-performing asset class this year amid strong demand and supply bottlenecks. The gains have been led by industrial metals and energy. The pace of increase should ease as supply issues are resolved, butcommodities should retain supportfrom above-trend global demand.\nTheU.S. dollarhas been supported this year by expectations for early Fed tightening and U.S. economic growth leadership. It should weaken as global growth leadership rotates away from the U.S. and toward Europe and other developed economies. The dollar typically gains during global downturns and declines in the recovery phase. The main beneficiary is likely to be theeuro, which is still undervalued. We also believeBritish sterlingand the economically sensitivecommodity currencies—theAustralian dollar, theNew Zealand dollarand theCanadian dollar—can make further gains, although these currencies are not undervalued from a longer-term perspective.\n\nASSET PERFORMANCE SINCE THE BEGINNING OF 2021\n\n1The Group of Seven is an inter-governmental political forum consisting of Canada, France, Germany, Italy, Japan, the United Kingdom and the United States.\nImportant Information\nThe views in this Global Market Outlook report are subject to change at any time based upon market or other conditions and are current as of September 27, 2021. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.\nPlease remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.\nKeep in mind that, like all investing, multi-asset investing does not assure a profit or protect against loss.\nNo model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Russell believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals.\nForecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.\nInvestment in global, international or emerging markets may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Investments in emerging or developing markets involve exposure to economic structures that are generally less diverse and mature, and political systems with less stability than in more developed countries.\nCurrency investing involves risks including fluctuations in currency values, whether the home currency or the foreign currency. They can either enhance or reduce the returns associated with foreign investments.\nInvestments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.\nBond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to sub-prime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries.\nPerformance quoted represents past performance and should not be viewed as a guarantee of future results.\nThe FTSE 100 Index is a market-capitalization weighted index of UK-listed blue chip companies.\nThe S&P 500® Index, or the Standard & Poor’s 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ.\nThe MSCI EMU Index (European Economic and Monetary Union) captures large and mid cap representation across the 10 developed markets countries in the EMU. With 246 constituents, the index covers approximately 85% of the free float-adjusted market capitalization of the EMU.\nIndexes are unmanaged and cannot be invested in directly.\nCopyright © Russell Investments 2021. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.\nFrank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.\nProducts and services described on this website are intended forUnited States residents only. Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained on this website should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. Persons outside the United States may find more information about products and services available within their jurisdictions by going to Russell Investments' Worldwide site.\nRussell Investments is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.\nRussell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253871,"gmtCreate":1637323414161,"gmtModify":1637323414250,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253871","repostId":"1153113708","repostType":4,"repost":{"id":"1153113708","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637321367,"share":"https://www.laohu8.com/m/news/1153113708?lang=&edition=full","pubTime":"2021-11-19 19:29","market":"us","language":"en","title":"Plug Power shares jumped nearly 5% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1153113708","media":"Tiger Newspress","summary":"Plug Power shares jumped nearly 5% in premarket trading as wanted to break ground in Slingerlands by","content":"<p>Plug Power shares jumped nearly 5% in premarket trading as wanted to break ground in Slingerlands by February.</p>\n<p><img src=\"https://static.tigerbbs.com/4a88d291903a8c92722031d3d8ea1e12\" tg-width=\"848\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p>\n<p>Plug Power has a \"really aggressive\" construction timeline for its new fuel cell manufacturing complex planned for the Vista Technology Campus in Slingerlands that would employ nearly 700 people.</p>\n<p>Representatives of Columbia Development, the Albany real estate development firm that created Vista and still owns 214 acres at the business park, told the Bethlehem Planning Board on Tuesday that the goal is to break ground on a 200,000-square-foot building that will house a fuel cell assembly plant by February.</p>\n<p>Completion of the first building - Plug Power is planning to add another 100,000-square-foot testing facility and 50,000 square feet of office space for staff later - is expected by the end of July.</p>\n<p>\"It's even more exciting that such a clean technology firm that originated here in the Capital Region is going to be here at the Vista Tech Campus, which is exactly what was envisioned many, many years ago now back in 2007,\" Terresa Bakner, an attorney representing Columbia Development told the Planning Board Tuesday.</p>\n<p>Columbia Development recently filed site plan documents with the town of Bethlehem for the project, which would be built behind a roundabout at the Vista tech park located behind the ShopRite supermarket. The building would be the first \"technology\" firm to locate at the park, which opened more than a decade ago with plans to attract technology manufacturing. Currently there are only retail businesses and doctors offices at the park.</p>\n<p>Plug Power makes fuel cells branded under the GenDrive name that run on hydrogen and are currently used by companies like Walmart and Amazon for forklift trucks used in their warehouses.</p>\n<p>However, the company has set its sights on expanding into other markets for road vehicles like delivery trucks and even airplanes and has been building its own hydrogen production plants that make so-called green hydrogen made from water using renewable energy sources.</p>\n<p>The Slingerlands complex, which would make GenDrive fuel cells, would employ 670 people, about 360 of whom would relocate from the company's current headquarters and GenDrive assembly plant on Albany Shaker Road in Latham.</p>\n<p>While Plug's headquarters would not move from Latham, moving its GenDrive manufacturing to Slingerlands would allow Plug Power to expand its GenDrive manufacturing capacity, which is constrained by the current Latham location. The move would also allow Plug Power to use the freed-up space in Latham for another one of its business units.</p>\n<p>\"They're operating at 100 percent of their (manufacturing) capacity in Latham,\" Brandon Stabler, a Columbia Development executive who spoke at the virtual meeting said of Plug Power. \"Our hope is that we can break ground in the middle of February of 2022.\"</p>\n<p>Columbia Development wants to complete the first building by the end of July and finish the two other buildings, all of which will be connected, by the end of 2022.</p>\n<p>A Bethlehem Planning Board member called the project timeline \"really aggressive.\"</p>\n<p>In addition to making fuel cells, Plug Power is building new facilities across the country and abroad to make green hydrogen.</p>\n<p>The Slingerlands complex will have 600 parking spaces for employees who will work in shifts and 26 loading docks for delivery trucks.</p>\n<p>Plug Power is one of the leading fuel cell companies in the U.S. and is the biggest consumer of hydrogen in North America. Although the company has yet to turn a profit as its spends money on its expansion, it has $3 billion in cash to spend and is projecting nearly $1 billion in revenue by next year.</p>\n<p>Hydrogen-powered fuel cells are an extremely popular type of power source for vehicles as the world seeks to reduce the use of fossil fuels in vehicles, which release greenhouse gases known to cause climate change.</p>\n<p>Plug Power shipped 4,559 GenDrive fuel cells to customers during the third quarter of 2021.</p>\n<p>Hydrogen fuel cells only emit water vapor and hot air, making them an ideal replacement for engines that run on oil or gas. The biggest hurdle is the lack hydrogen infrastructure, which is why Plug Power has also focused on building green hydrogen plants that make hydrogen from water.</p>\n<p>Today, most hydrogen is made from methane, a fossil fuel. Plug Power's hydrogen plants will also use renewable energy, ensuring that its hydrogen fuel is 100 percent renewable.</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>Plug Power shares jumped nearly 5% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPlug Power shares jumped nearly 5% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-19 19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Plug Power shares jumped nearly 5% in premarket trading as wanted to break ground in Slingerlands by February.</p>\n<p><img src=\"https://static.tigerbbs.com/4a88d291903a8c92722031d3d8ea1e12\" tg-width=\"848\" tg-height=\"618\" width=\"100%\" height=\"auto\"></p>\n<p>Plug Power has a \"really aggressive\" construction timeline for its new fuel cell manufacturing complex planned for the Vista Technology Campus in Slingerlands that would employ nearly 700 people.</p>\n<p>Representatives of Columbia Development, the Albany real estate development firm that created Vista and still owns 214 acres at the business park, told the Bethlehem Planning Board on Tuesday that the goal is to break ground on a 200,000-square-foot building that will house a fuel cell assembly plant by February.</p>\n<p>Completion of the first building - Plug Power is planning to add another 100,000-square-foot testing facility and 50,000 square feet of office space for staff later - is expected by the end of July.</p>\n<p>\"It's even more exciting that such a clean technology firm that originated here in the Capital Region is going to be here at the Vista Tech Campus, which is exactly what was envisioned many, many years ago now back in 2007,\" Terresa Bakner, an attorney representing Columbia Development told the Planning Board Tuesday.</p>\n<p>Columbia Development recently filed site plan documents with the town of Bethlehem for the project, which would be built behind a roundabout at the Vista tech park located behind the ShopRite supermarket. The building would be the first \"technology\" firm to locate at the park, which opened more than a decade ago with plans to attract technology manufacturing. Currently there are only retail businesses and doctors offices at the park.</p>\n<p>Plug Power makes fuel cells branded under the GenDrive name that run on hydrogen and are currently used by companies like Walmart and Amazon for forklift trucks used in their warehouses.</p>\n<p>However, the company has set its sights on expanding into other markets for road vehicles like delivery trucks and even airplanes and has been building its own hydrogen production plants that make so-called green hydrogen made from water using renewable energy sources.</p>\n<p>The Slingerlands complex, which would make GenDrive fuel cells, would employ 670 people, about 360 of whom would relocate from the company's current headquarters and GenDrive assembly plant on Albany Shaker Road in Latham.</p>\n<p>While Plug's headquarters would not move from Latham, moving its GenDrive manufacturing to Slingerlands would allow Plug Power to expand its GenDrive manufacturing capacity, which is constrained by the current Latham location. The move would also allow Plug Power to use the freed-up space in Latham for another one of its business units.</p>\n<p>\"They're operating at 100 percent of their (manufacturing) capacity in Latham,\" Brandon Stabler, a Columbia Development executive who spoke at the virtual meeting said of Plug Power. \"Our hope is that we can break ground in the middle of February of 2022.\"</p>\n<p>Columbia Development wants to complete the first building by the end of July and finish the two other buildings, all of which will be connected, by the end of 2022.</p>\n<p>A Bethlehem Planning Board member called the project timeline \"really aggressive.\"</p>\n<p>In addition to making fuel cells, Plug Power is building new facilities across the country and abroad to make green hydrogen.</p>\n<p>The Slingerlands complex will have 600 parking spaces for employees who will work in shifts and 26 loading docks for delivery trucks.</p>\n<p>Plug Power is one of the leading fuel cell companies in the U.S. and is the biggest consumer of hydrogen in North America. Although the company has yet to turn a profit as its spends money on its expansion, it has $3 billion in cash to spend and is projecting nearly $1 billion in revenue by next year.</p>\n<p>Hydrogen-powered fuel cells are an extremely popular type of power source for vehicles as the world seeks to reduce the use of fossil fuels in vehicles, which release greenhouse gases known to cause climate change.</p>\n<p>Plug Power shipped 4,559 GenDrive fuel cells to customers during the third quarter of 2021.</p>\n<p>Hydrogen fuel cells only emit water vapor and hot air, making them an ideal replacement for engines that run on oil or gas. The biggest hurdle is the lack hydrogen infrastructure, which is why Plug Power has also focused on building green hydrogen plants that make hydrogen from water.</p>\n<p>Today, most hydrogen is made from methane, a fossil fuel. Plug Power's hydrogen plants will also use renewable energy, ensuring that its hydrogen fuel is 100 percent renewable.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153113708","content_text":"Plug Power shares jumped nearly 5% in premarket trading as wanted to break ground in Slingerlands by February.\n\nPlug Power has a \"really aggressive\" construction timeline for its new fuel cell manufacturing complex planned for the Vista Technology Campus in Slingerlands that would employ nearly 700 people.\nRepresentatives of Columbia Development, the Albany real estate development firm that created Vista and still owns 214 acres at the business park, told the Bethlehem Planning Board on Tuesday that the goal is to break ground on a 200,000-square-foot building that will house a fuel cell assembly plant by February.\nCompletion of the first building - Plug Power is planning to add another 100,000-square-foot testing facility and 50,000 square feet of office space for staff later - is expected by the end of July.\n\"It's even more exciting that such a clean technology firm that originated here in the Capital Region is going to be here at the Vista Tech Campus, which is exactly what was envisioned many, many years ago now back in 2007,\" Terresa Bakner, an attorney representing Columbia Development told the Planning Board Tuesday.\nColumbia Development recently filed site plan documents with the town of Bethlehem for the project, which would be built behind a roundabout at the Vista tech park located behind the ShopRite supermarket. The building would be the first \"technology\" firm to locate at the park, which opened more than a decade ago with plans to attract technology manufacturing. Currently there are only retail businesses and doctors offices at the park.\nPlug Power makes fuel cells branded under the GenDrive name that run on hydrogen and are currently used by companies like Walmart and Amazon for forklift trucks used in their warehouses.\nHowever, the company has set its sights on expanding into other markets for road vehicles like delivery trucks and even airplanes and has been building its own hydrogen production plants that make so-called green hydrogen made from water using renewable energy sources.\nThe Slingerlands complex, which would make GenDrive fuel cells, would employ 670 people, about 360 of whom would relocate from the company's current headquarters and GenDrive assembly plant on Albany Shaker Road in Latham.\nWhile Plug's headquarters would not move from Latham, moving its GenDrive manufacturing to Slingerlands would allow Plug Power to expand its GenDrive manufacturing capacity, which is constrained by the current Latham location. The move would also allow Plug Power to use the freed-up space in Latham for another one of its business units.\n\"They're operating at 100 percent of their (manufacturing) capacity in Latham,\" Brandon Stabler, a Columbia Development executive who spoke at the virtual meeting said of Plug Power. \"Our hope is that we can break ground in the middle of February of 2022.\"\nColumbia Development wants to complete the first building by the end of July and finish the two other buildings, all of which will be connected, by the end of 2022.\nA Bethlehem Planning Board member called the project timeline \"really aggressive.\"\nIn addition to making fuel cells, Plug Power is building new facilities across the country and abroad to make green hydrogen.\nThe Slingerlands complex will have 600 parking spaces for employees who will work in shifts and 26 loading docks for delivery trucks.\nPlug Power is one of the leading fuel cell companies in the U.S. and is the biggest consumer of hydrogen in North America. Although the company has yet to turn a profit as its spends money on its expansion, it has $3 billion in cash to spend and is projecting nearly $1 billion in revenue by next year.\nHydrogen-powered fuel cells are an extremely popular type of power source for vehicles as the world seeks to reduce the use of fossil fuels in vehicles, which release greenhouse gases known to cause climate change.\nPlug Power shipped 4,559 GenDrive fuel cells to customers during the third quarter of 2021.\nHydrogen fuel cells only emit water vapor and hot air, making them an ideal replacement for engines that run on oil or gas. The biggest hurdle is the lack hydrogen infrastructure, which is why Plug Power has also focused on building green hydrogen plants that make hydrogen from water.\nToday, most hydrogen is made from methane, a fossil fuel. Plug Power's hydrogen plants will also use renewable energy, ensuring that its hydrogen fuel is 100 percent renewable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876253971,"gmtCreate":1637323374962,"gmtModify":1637323381386,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876253971","repostId":"2184891256","repostType":4,"repost":{"id":"2184891256","pubTimestamp":1637320607,"share":"https://www.laohu8.com/m/news/2184891256?lang=&edition=full","pubTime":"2021-11-19 19:16","market":"us","language":"en","title":"Sweetgreen co-founder: Robots won't replace workers in restaurants","url":"https://stock-news.laohu8.com/highlight/detail?id=2184891256","media":"Yahoo Finance","summary":"Sweetgreen co-founder and CEO Jonathan Neman is open to adding more automation at his restaurants to","content":"<p>Sweetgreen co-founder and CEO Jonathan Neman is open to adding more automation at his restaurants to improve operations and help address the labor shortage plaguing the industry, but that doesn't mean human beings will get the boot.</p>\n<p>\"We believe humans will always be part of the Sweetgreen experience,\" Neman said on Yahoo Finance Live.</p>\n<p>In August, the \"better-for-you\" restaurant chain purchased restaurant tech company Spyce Co. for an undisclosed sum. Spyce launched in 2015, focusing on developing restaurant technology that prepares food and ultimately delivers it to the consumer waiting in the store. Sweetgreen (SG) plans to integrate some of that technology over time into its locations.</p>\n<p>Added Neman, \"We just believe in continuing to invest in technology to enable them to do their job. We do that already with a lot of software inside our restaurants, but over time we like to continue to invest in that to elevate that role and make it easier and more joyful.\"</p>\n<p>Investors likely devoured Sweetgreen on its IPO day on Thursday in part because of its tech-forward approach to operations, which includes a growing online order presence.</p>\n<p>Shares of the 140-store chain soared 82% by afternoon trading to $51.81. The company priced its IPO at $28, above an expected range of $23 to $25.</p>\n<p>The company is valued around $5.8 billion based on its current stock price as of this writing.</p>\n<p>To be sure, Sweetgreen will have a lot to prove to investors who have placed a good deal of confidence in the company in the early going.</p>\n<p>Sweetgreen has yet to turn a profit since launching in 2007. Through the first 39 weeks of this year, the company has hauled in $243 million in sales and posted an operating loss of $87 million.</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>Sweetgreen co-founder: Robots won't replace workers in restaurants</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\">\nSweetgreen co-founder: Robots won't replace workers in restaurants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-19 19:16 GMT+8 <a href=https://finance.yahoo.com/news/sweetgreen-co-founder-robots-wont-replace-workers-in-restaurants-190810256.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sweetgreen co-founder and CEO Jonathan Neman is open to adding more automation at his restaurants to improve operations and help address the labor shortage plaguing the industry, but that doesn't mean...</p>\n\n<a href=\"https://finance.yahoo.com/news/sweetgreen-co-founder-robots-wont-replace-workers-in-restaurants-190810256.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QSR":"餐饮品牌国际","YUM":"百胜餐饮集团","DRI":"达登饭店","SHAK":"Shake Shack Inc","SBUX":"星巴克","WEN":"温蒂汉堡","CMG":"墨式烧烤","EAT":"布林克国际","MCD":"麦当劳","RRGB":"红罗宾","DNUT":"Krispy Kreme, Inc.","BROS":"Dutch Bros Inc.","DIN":"Dine Brands Global","SG":"Sweetgreen, Inc."},"source_url":"https://finance.yahoo.com/news/sweetgreen-co-founder-robots-wont-replace-workers-in-restaurants-190810256.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2184891256","content_text":"Sweetgreen co-founder and CEO Jonathan Neman is open to adding more automation at his restaurants to improve operations and help address the labor shortage plaguing the industry, but that doesn't mean human beings will get the boot.\n\"We believe humans will always be part of the Sweetgreen experience,\" Neman said on Yahoo Finance Live.\nIn August, the \"better-for-you\" restaurant chain purchased restaurant tech company Spyce Co. for an undisclosed sum. Spyce launched in 2015, focusing on developing restaurant technology that prepares food and ultimately delivers it to the consumer waiting in the store. Sweetgreen (SG) plans to integrate some of that technology over time into its locations.\nAdded Neman, \"We just believe in continuing to invest in technology to enable them to do their job. We do that already with a lot of software inside our restaurants, but over time we like to continue to invest in that to elevate that role and make it easier and more joyful.\"\nInvestors likely devoured Sweetgreen on its IPO day on Thursday in part because of its tech-forward approach to operations, which includes a growing online order presence.\nShares of the 140-store chain soared 82% by afternoon trading to $51.81. The company priced its IPO at $28, above an expected range of $23 to $25.\nThe company is valued around $5.8 billion based on its current stock price as of this writing.\nTo be sure, Sweetgreen will have a lot to prove to investors who have placed a good deal of confidence in the company in the early going.\nSweetgreen has yet to turn a profit since launching in 2007. Through the first 39 weeks of this year, the company has hauled in $243 million in sales and posted an operating loss of $87 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934375,"gmtCreate":1638592750598,"gmtModify":1638592750598,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934375","repostId":"1192973257","repostType":4,"repost":{"id":"1192973257","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638542620,"share":"https://www.laohu8.com/m/news/1192973257?lang=&edition=full","pubTime":"2021-12-03 22:43","market":"us","language":"en","title":"Alibaba shares fell nearly 9%, hitting a 52 week low","url":"https://stock-news.laohu8.com/highlight/detail?id=1192973257","media":"老虎资讯综合","summary":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","content":"<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Alibaba shares fell nearly 9%, hitting a 52 week low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba shares fell nearly 9%, hitting a 52 week low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-03 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.</p>\n<p><img src=\"https://static.tigerbbs.com/bffdf13d46c5b423e7d19ca33abd1d05\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192973257","content_text":"Alibaba shares fell nearly 9% in morning trading, hitting a 52 week low.","news_type":1},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858961194,"gmtCreate":1634964316797,"gmtModify":1634964316902,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858961194","repostId":"1168180190","repostType":2,"repost":{"id":"1168180190","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634946017,"share":"https://www.laohu8.com/m/news/1168180190?lang=&edition=full","pubTime":"2021-10-23 07:40","market":"us","language":"zh","title":"昨夜今晨:道指创新高!美股社交媒体板块遭重创","url":"https://stock-news.laohu8.com/highlight/detail?id=1168180190","media":"老虎资讯综合","summary":"摘要:道指创历史新高,科技股拖累纳指跌近1%;两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%;热门中概股普跌;美国WTI原油本周上涨2.5% 录得连续第九周上涨;鲍威尔称供应","content":"<blockquote>\n <b>摘要:</b>道指创历史新高,科技股拖累纳指跌近1%;两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%;热门中概股普跌;美国WTI原油本周上涨2.5% 录得连续第九周上涨;鲍威尔称供应链压力将持续到明年;标普:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>评级从“BB”上调至“BB+” 前景展望积极>>>\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股收盘:道指创历史新高 科技股拖累纳指跌近1%</b></p>\n<p>三大股指涨跌不一,道指收盘创历史新高,科技股普遍表现不佳,拖累纳指盘中一度下跌超1%。截至收盘,道琼斯指数涨0.21%,报35,677.02点;标普500指数跌0.11%,报4,544.90点;纳斯达克指数跌0.82%,报15,090.20点。</p>\n<p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>大跌逾26%,该公司周四表示,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>隐私规定的改变将伤害其广告业务,其他社交媒体公司也普遍下挫,<a href=\"https://laohu8.com/S/FB\">Facebook</a>、Pinterest跌逾5%,推特跌近5%。</p>\n<p><b>热门中概股周五普遍下滑,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾6%</b></p>\n<p>热门中概股收盘多数下跌,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌6.32%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.64%,微博跌0.85%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.48%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌0.63%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨2.04%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌1.64%。中概电商股涨跌互现,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.16%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨1.96%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.07%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌2.5%。中概新能源汽车股多数下跌,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌2.73%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.83%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.78%。中概教育股<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌0.83%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌1.43%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌6.94%。</p>\n<p><b>美国WTI原油本周上涨2.5% 录得连续第九周上涨</b></p>\n<p>美国原油期货周五收高,并录得连续第九周上涨,为1983年4月有记录以来最长的连续上涨周数。纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨1.26美元,涨幅1.5%,收于每桶83.76美元。本周WTI原油期货上涨2.5%,为连续第九周上涨。</p>\n<p><b>黄金期货周五收高0.8% 本周上涨1.6%</b></p>\n<p>黄金期货周五收高。但在美联储主席鲍威尔表示将很快缩减每月购债规模后,金价收于当日最高水平下方。纽约商品交易所12月交割的黄金期货价格上涨14.40美元,涨幅0.8%,收于每盎司1796.30美元,盘中最高上涨至1815.50美元。本周黄金期货价格上涨1.6%,为过去5周内的第四次上涨。</p>\n<p><b>国际宏观</b></p>\n<p><b>鲍威尔:如果美联储看到通胀预期上升的严重风险 将会加息</b></p>\n<p>美联储主席杰罗姆-鲍威尔周五表示,美联储正步入开始减少资产购买的轨道上,并指出,随着新冠病毒的压力消退,他仍预计明年通胀将减弱,但很难说供应瓶颈需要多长时间才能消除。</p>\n<p><a href=\"https://laohu8.com/NW/2177841162\" target=\"_blank\"><b>拜登首度承认:没有足够的票数支持大幅加税</b></a></p>\n<p>周五,拜登首次面对美国公众并承认其没有足够的民主党选票来对公司以及富人大幅增税以推进其一揽子支出计划。拜登估计,预算案的支出规模很有可能处在1.75万亿美元至1.9万亿美元之间,比最初设想的3.5万亿美元减少近一半。但他相信,他们无论如何都会就整体立法方案达成协议。</p>\n<p><a href=\"https://laohu8.com/NW/2177415586\" target=\"_blank\"><b>美国未来五年通胀预期指标首破3%!市场押注美联储明年加息2次</b></a></p>\n<p>美国5年期通胀保值债券(TIPS)损益平衡通胀率有史以来首次突破3%,这一数据表明了当前交易员们预计的消费者价格指数(CPI)上涨速度。目前TIPS是全球规模最大的与CPI挂钩的债券。</p>\n<p><a href=\"https://laohu8.com/NW/2177841679\" target=\"_blank\"><b>美国10月Markit制造业PMI初值录得59.2,创3月以来新低</b></a></p>\n<p>美国10月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>服务业PMI初值录得58.2,预期为55.1,前值为54.9;美国10月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI初值录得59.2,创3月以来新低。IHS Markit首席经济学家Chirs Williamson表示,由于新增新冠病例数量继续下降,10月份美国服务业活动复苏,标志着第四季度经济开局强劲,令人鼓舞。随着企业被鼓励扩大产能以满足不断增长的需求,招聘也同样有所增加。</p>\n<p><b>公司新闻</b></p>\n<p><b>两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%</b></p>\n<p>总部位于德克萨斯州奥斯汀市的小型软件开发商Phunware,在美国前总统特朗普进军SPAC市场的持续炒作下,周五其收涨幅逾470%。</p>\n<p>Digital World Acquisition是一家SPAC,周三晚间宣布计划与前总统特朗普最近成立的特朗普媒体和技术集团合并。在特朗普宣布推出一款新社交媒体应用后,由于投资者纷纷涌入,DWAC的股价周四飙升了300%以上,盘中一度大涨400%,周五盘中的涨幅一度高达285%,最后收涨逾107%</p>\n<p><b>标普:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>评级从“BB”上调至“BB+” 前景展望积极</b></p>\n<p>标普表示,尽管存在半导体短缺和其他与供应有关的瓶颈,但与大多数汽车制造商相比,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>似乎已将生产中断的程度降至最低。标普称对特斯拉的预期也反映了今年迄今为止全球电动汽车行业的出色表现。标普表示,未来的关键风险包含供应渠道方面的风险,因为特斯拉希望提高电池产能并完成生产升级以满足需求。尽管行业近期存在供应瓶颈,但我们预计特斯拉在未来几个季度的交付量和盈利将保持强劲。</p>\n<p><a href=\"https://laohu8.com/NW/2177841582\" target=\"_blank\"><b>辉瑞披露5-11岁人群疫苗接种有效率达90.7%</b></a><b></b></p>\n<p>当地时间周五,美国FDA在官网披露了<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/ BioNTech疫苗在5-11岁年龄组的试验结果。在公开简报中,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>披露这一阶段试验总共招募2268名5-11岁儿童(1518名接种疫苗、750名接种安慰剂),采用成人三分之一的剂量(10微克)并接种两次。在完成第二剂疫苗接种七天后,疫苗组总共有3人确认(有症状)感染,安慰剂组总共有16人感染,折算疫苗有效率达到90.7%。</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>被指在数字广告中抽取42%的费用</b></p>\n<p>据最新公布的法庭文件显示,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>从在线发布的数字广告中收取高达42%的费用。此前,以得州为首的美国数个州针对谷歌提起反垄断诉讼,指控该公司滥用其在在线广告领域的垄断权力,限制竞争,损害消费者利益。</p>\n<p><a href=\"https://laohu8.com/NW/2177738411\" target=\"_blank\"><b>英特尔欧洲芯片工厂或落户意大利:目前谈判已进入后期</b></a></p>\n<p>据报道,三位知情人士今日称,意大利政府正在起草一份报价,试图说服<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在意大利投资数十亿欧元以建造一座半导体工厂。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO帕特·基尔辛格(Pat Gelsinger)今年4月底曾表示,英特尔正在寻求80亿欧元(约合97亿美元)的公共补贴,用于在欧洲建设一座先进的半导体制造工厂。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:道指创新高!美股社交媒体板块遭重创</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:道指创新高!美股社交媒体板块遭重创\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-23 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要:</b>道指创历史新高,科技股拖累纳指跌近1%;两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%;热门中概股普跌;美国WTI原油本周上涨2.5% 录得连续第九周上涨;鲍威尔称供应链压力将持续到明年;标普:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>评级从“BB”上调至“BB+” 前景展望积极>>>\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股收盘:道指创历史新高 科技股拖累纳指跌近1%</b></p>\n<p>三大股指涨跌不一,道指收盘创历史新高,科技股普遍表现不佳,拖累纳指盘中一度下跌超1%。截至收盘,道琼斯指数涨0.21%,报35,677.02点;标普500指数跌0.11%,报4,544.90点;纳斯达克指数跌0.82%,报15,090.20点。</p>\n<p><a href=\"https://laohu8.com/S/SNAP\">Snap</a>大跌逾26%,该公司周四表示,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>隐私规定的改变将伤害其广告业务,其他社交媒体公司也普遍下挫,<a href=\"https://laohu8.com/S/FB\">Facebook</a>、Pinterest跌逾5%,推特跌近5%。</p>\n<p><b>热门中概股周五普遍下滑,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌逾6%</b></p>\n<p>热门中概股收盘多数下跌,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌6.32%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.64%,微博跌0.85%,<a href=\"https://laohu8.com/S/NTES\">网易</a>涨0.48%,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌0.63%,<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>涨2.04%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌1.64%。中概电商股涨跌互现,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨0.16%,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨1.96%,<a href=\"https://laohu8.com/S/JD\">京东</a>跌1.07%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌2.5%。中概新能源汽车股多数下跌,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌2.73%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.83%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨0.78%。中概教育股<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌0.83%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌1.43%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌6.94%。</p>\n<p><b>美国WTI原油本周上涨2.5% 录得连续第九周上涨</b></p>\n<p>美国原油期货周五收高,并录得连续第九周上涨,为1983年4月有记录以来最长的连续上涨周数。纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨1.26美元,涨幅1.5%,收于每桶83.76美元。本周WTI原油期货上涨2.5%,为连续第九周上涨。</p>\n<p><b>黄金期货周五收高0.8% 本周上涨1.6%</b></p>\n<p>黄金期货周五收高。但在美联储主席鲍威尔表示将很快缩减每月购债规模后,金价收于当日最高水平下方。纽约商品交易所12月交割的黄金期货价格上涨14.40美元,涨幅0.8%,收于每盎司1796.30美元,盘中最高上涨至1815.50美元。本周黄金期货价格上涨1.6%,为过去5周内的第四次上涨。</p>\n<p><b>国际宏观</b></p>\n<p><b>鲍威尔:如果美联储看到通胀预期上升的严重风险 将会加息</b></p>\n<p>美联储主席杰罗姆-鲍威尔周五表示,美联储正步入开始减少资产购买的轨道上,并指出,随着新冠病毒的压力消退,他仍预计明年通胀将减弱,但很难说供应瓶颈需要多长时间才能消除。</p>\n<p><a href=\"https://laohu8.com/NW/2177841162\" target=\"_blank\"><b>拜登首度承认:没有足够的票数支持大幅加税</b></a></p>\n<p>周五,拜登首次面对美国公众并承认其没有足够的民主党选票来对公司以及富人大幅增税以推进其一揽子支出计划。拜登估计,预算案的支出规模很有可能处在1.75万亿美元至1.9万亿美元之间,比最初设想的3.5万亿美元减少近一半。但他相信,他们无论如何都会就整体立法方案达成协议。</p>\n<p><a href=\"https://laohu8.com/NW/2177415586\" target=\"_blank\"><b>美国未来五年通胀预期指标首破3%!市场押注美联储明年加息2次</b></a></p>\n<p>美国5年期通胀保值债券(TIPS)损益平衡通胀率有史以来首次突破3%,这一数据表明了当前交易员们预计的消费者价格指数(CPI)上涨速度。目前TIPS是全球规模最大的与CPI挂钩的债券。</p>\n<p><a href=\"https://laohu8.com/NW/2177841679\" target=\"_blank\"><b>美国10月Markit制造业PMI初值录得59.2,创3月以来新低</b></a></p>\n<p>美国10月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>服务业PMI初值录得58.2,预期为55.1,前值为54.9;美国10月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI初值录得59.2,创3月以来新低。IHS Markit首席经济学家Chirs Williamson表示,由于新增新冠病例数量继续下降,10月份美国服务业活动复苏,标志着第四季度经济开局强劲,令人鼓舞。随着企业被鼓励扩大产能以满足不断增长的需求,招聘也同样有所增加。</p>\n<p><b>公司新闻</b></p>\n<p><b>两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%</b></p>\n<p>总部位于德克萨斯州奥斯汀市的小型软件开发商Phunware,在美国前总统特朗普进军SPAC市场的持续炒作下,周五其收涨幅逾470%。</p>\n<p>Digital World Acquisition是一家SPAC,周三晚间宣布计划与前总统特朗普最近成立的特朗普媒体和技术集团合并。在特朗普宣布推出一款新社交媒体应用后,由于投资者纷纷涌入,DWAC的股价周四飙升了300%以上,盘中一度大涨400%,周五盘中的涨幅一度高达285%,最后收涨逾107%</p>\n<p><b>标普:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>评级从“BB”上调至“BB+” 前景展望积极</b></p>\n<p>标普表示,尽管存在半导体短缺和其他与供应有关的瓶颈,但与大多数汽车制造商相比,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>似乎已将生产中断的程度降至最低。标普称对特斯拉的预期也反映了今年迄今为止全球电动汽车行业的出色表现。标普表示,未来的关键风险包含供应渠道方面的风险,因为特斯拉希望提高电池产能并完成生产升级以满足需求。尽管行业近期存在供应瓶颈,但我们预计特斯拉在未来几个季度的交付量和盈利将保持强劲。</p>\n<p><a href=\"https://laohu8.com/NW/2177841582\" target=\"_blank\"><b>辉瑞披露5-11岁人群疫苗接种有效率达90.7%</b></a><b></b></p>\n<p>当地时间周五,美国FDA在官网披露了<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/ BioNTech疫苗在5-11岁年龄组的试验结果。在公开简报中,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>披露这一阶段试验总共招募2268名5-11岁儿童(1518名接种疫苗、750名接种安慰剂),采用成人三分之一的剂量(10微克)并接种两次。在完成第二剂疫苗接种七天后,疫苗组总共有3人确认(有症状)感染,安慰剂组总共有16人感染,折算疫苗有效率达到90.7%。</p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>被指在数字广告中抽取42%的费用</b></p>\n<p>据最新公布的法庭文件显示,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>从在线发布的数字广告中收取高达42%的费用。此前,以得州为首的美国数个州针对谷歌提起反垄断诉讼,指控该公司滥用其在在线广告领域的垄断权力,限制竞争,损害消费者利益。</p>\n<p><a href=\"https://laohu8.com/NW/2177738411\" target=\"_blank\"><b>英特尔欧洲芯片工厂或落户意大利:目前谈判已进入后期</b></a></p>\n<p>据报道,三位知情人士今日称,意大利政府正在起草一份报价,试图说服<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在意大利投资数十亿欧元以建造一座半导体工厂。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO帕特·基尔辛格(Pat Gelsinger)今年4月底曾表示,英特尔正在寻求80亿欧元(约合97亿美元)的公共补贴,用于在欧洲建设一座先进的半导体制造工厂。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"SNAP":"Snap Inc",".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168180190","content_text":"摘要:道指创历史新高,科技股拖累纳指跌近1%;两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%;热门中概股普跌;美国WTI原油本周上涨2.5% 录得连续第九周上涨;鲍威尔称供应链压力将持续到明年;标普:将特斯拉评级从“BB”上调至“BB+” 前景展望积极>>>\n\n海外市场\n美股收盘:道指创历史新高 科技股拖累纳指跌近1%\n三大股指涨跌不一,道指收盘创历史新高,科技股普遍表现不佳,拖累纳指盘中一度下跌超1%。截至收盘,道琼斯指数涨0.21%,报35,677.02点;标普500指数跌0.11%,报4,544.90点;纳斯达克指数跌0.82%,报15,090.20点。\nSnap大跌逾26%,该公司周四表示,苹果隐私规定的改变将伤害其广告业务,其他社交媒体公司也普遍下挫,Facebook、Pinterest跌逾5%,推特跌近5%。\n热门中概股周五普遍下滑,滴滴跌逾6%\n热门中概股收盘多数下跌,滴滴跌6.32%,百度跌1.64%,微博跌0.85%,网易涨0.48%,哔哩哔哩跌0.63%,腾讯音乐涨2.04%,爱奇艺跌1.64%。中概电商股涨跌互现,阿里巴巴涨0.16%,拼多多涨1.96%,京东跌1.07%,唯品会跌2.5%。中概新能源汽车股多数下跌,蔚来汽车跌2.73%,小鹏汽车跌0.83%,理想汽车涨0.78%。中概教育股新东方跌0.83%,好未来跌1.43%,高途跌6.94%。\n美国WTI原油本周上涨2.5% 录得连续第九周上涨\n美国原油期货周五收高,并录得连续第九周上涨,为1983年4月有记录以来最长的连续上涨周数。纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨1.26美元,涨幅1.5%,收于每桶83.76美元。本周WTI原油期货上涨2.5%,为连续第九周上涨。\n黄金期货周五收高0.8% 本周上涨1.6%\n黄金期货周五收高。但在美联储主席鲍威尔表示将很快缩减每月购债规模后,金价收于当日最高水平下方。纽约商品交易所12月交割的黄金期货价格上涨14.40美元,涨幅0.8%,收于每盎司1796.30美元,盘中最高上涨至1815.50美元。本周黄金期货价格上涨1.6%,为过去5周内的第四次上涨。\n国际宏观\n鲍威尔:如果美联储看到通胀预期上升的严重风险 将会加息\n美联储主席杰罗姆-鲍威尔周五表示,美联储正步入开始减少资产购买的轨道上,并指出,随着新冠病毒的压力消退,他仍预计明年通胀将减弱,但很难说供应瓶颈需要多长时间才能消除。\n拜登首度承认:没有足够的票数支持大幅加税\n周五,拜登首次面对美国公众并承认其没有足够的民主党选票来对公司以及富人大幅增税以推进其一揽子支出计划。拜登估计,预算案的支出规模很有可能处在1.75万亿美元至1.9万亿美元之间,比最初设想的3.5万亿美元减少近一半。但他相信,他们无论如何都会就整体立法方案达成协议。\n美国未来五年通胀预期指标首破3%!市场押注美联储明年加息2次\n美国5年期通胀保值债券(TIPS)损益平衡通胀率有史以来首次突破3%,这一数据表明了当前交易员们预计的消费者价格指数(CPI)上涨速度。目前TIPS是全球规模最大的与CPI挂钩的债券。\n美国10月Markit制造业PMI初值录得59.2,创3月以来新低\n美国10月Markit服务业PMI初值录得58.2,预期为55.1,前值为54.9;美国10月Markit制造业PMI初值录得59.2,创3月以来新低。IHS Markit首席经济学家Chirs Williamson表示,由于新增新冠病例数量继续下降,10月份美国服务业活动复苏,标志着第四季度经济开局强劲,令人鼓舞。随着企业被鼓励扩大产能以满足不断增长的需求,招聘也同样有所增加。\n公司新闻\n两只特朗普概念股再度暴涨:DWAC收涨逾107%,PHUN收涨逾470%\n总部位于德克萨斯州奥斯汀市的小型软件开发商Phunware,在美国前总统特朗普进军SPAC市场的持续炒作下,周五其收涨幅逾470%。\nDigital World Acquisition是一家SPAC,周三晚间宣布计划与前总统特朗普最近成立的特朗普媒体和技术集团合并。在特朗普宣布推出一款新社交媒体应用后,由于投资者纷纷涌入,DWAC的股价周四飙升了300%以上,盘中一度大涨400%,周五盘中的涨幅一度高达285%,最后收涨逾107%\n标普:将特斯拉评级从“BB”上调至“BB+” 前景展望积极\n标普表示,尽管存在半导体短缺和其他与供应有关的瓶颈,但与大多数汽车制造商相比,特斯拉似乎已将生产中断的程度降至最低。标普称对特斯拉的预期也反映了今年迄今为止全球电动汽车行业的出色表现。标普表示,未来的关键风险包含供应渠道方面的风险,因为特斯拉希望提高电池产能并完成生产升级以满足需求。尽管行业近期存在供应瓶颈,但我们预计特斯拉在未来几个季度的交付量和盈利将保持强劲。\n辉瑞披露5-11岁人群疫苗接种有效率达90.7%\n当地时间周五,美国FDA在官网披露了辉瑞/ BioNTech疫苗在5-11岁年龄组的试验结果。在公开简报中,辉瑞披露这一阶段试验总共招募2268名5-11岁儿童(1518名接种疫苗、750名接种安慰剂),采用成人三分之一的剂量(10微克)并接种两次。在完成第二剂疫苗接种七天后,疫苗组总共有3人确认(有症状)感染,安慰剂组总共有16人感染,折算疫苗有效率达到90.7%。\n谷歌被指在数字广告中抽取42%的费用\n据最新公布的法庭文件显示,谷歌从在线发布的数字广告中收取高达42%的费用。此前,以得州为首的美国数个州针对谷歌提起反垄断诉讼,指控该公司滥用其在在线广告领域的垄断权力,限制竞争,损害消费者利益。\n英特尔欧洲芯片工厂或落户意大利:目前谈判已进入后期\n据报道,三位知情人士今日称,意大利政府正在起草一份报价,试图说服英特尔在意大利投资数十亿欧元以建造一座半导体工厂。英特尔CEO帕特·基尔辛格(Pat Gelsinger)今年4月底曾表示,英特尔正在寻求80亿欧元(约合97亿美元)的公共补贴,用于在欧洲建设一座先进的半导体制造工厂。","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633446129,"gmtCreate":1644300185869,"gmtModify":1644300186018,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Share","listText":"Share","text":"Share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446129","repostId":"633260016","repostType":1,"repost":{"id":633260016,"gmtCreate":1644133471280,"gmtModify":1644157515074,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"期权复盘:猴市忌卖Put,用备兑做好头寸保护!","htmlText":"虎友们新年好,虎年大吉,给大家拜年啦!😬 这一周大盘的波动比春晚还精彩,亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过,说明市场争议太大了,这种市场多空都有钱赚,但是小散很容易被埋。 万幸,在大财报的拯救下,三大指数周线级别收了两根阳线,但还并未收复失地,也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪,由于特斯拉的波动也导致我们这两周账户波动剧烈,跟去年三月有点像。 我个人认为,几家对指数举足轻重的万亿企业基本面没有大问题,美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰,预计首次加息将发生在3月,紧接着年中将缩表。美债收益率接近2%,直接对风险资产造成负向影响。不可否认,宏观利率影响会阶段性造成美股混乱,但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后,标普500指数的12月动态估值已经回归到20倍左右,属于基本合理偏高一点的水平,随着企业业绩落地,盈利贡献会再次驱动估值,并非放水带来的虚高。 短期而言,越是临近3月FOMC议息会议,市场可能还是会非常波动,我就标普指数做了复盘和推演,标普早前跌破年线,最低到4222,在这个位置盘整了5天,我会认为这个支撑还是很牢靠的,5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线,周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上,或者就在年线附近震荡。但是加息前,单边多头或者小幅波动不太现实,宽幅震荡更可能。前期跌了这么多,会不会去4200的附近走另一条腿?还挺有可能的,但市场是走出来的,我不是技术专家,不要听我的。比较有意思的是,罗素2000这这个小盘股指数早前跌破了牛熊线,但从图上看根本没有看到支撑,最近大家一定要多观察罗素2000,因为先跌的往往都是它的成分股,悲观的说,他要继续到175一线才能找到一个支撑。虽然是虎年,市场确是猴市,上蹿下跳的,我1月底","listText":"虎友们新年好,虎年大吉,给大家拜年啦!😬 这一周大盘的波动比春晚还精彩,亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过,说明市场争议太大了,这种市场多空都有钱赚,但是小散很容易被埋。 万幸,在大财报的拯救下,三大指数周线级别收了两根阳线,但还并未收复失地,也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪,由于特斯拉的波动也导致我们这两周账户波动剧烈,跟去年三月有点像。 我个人认为,几家对指数举足轻重的万亿企业基本面没有大问题,美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰,预计首次加息将发生在3月,紧接着年中将缩表。美债收益率接近2%,直接对风险资产造成负向影响。不可否认,宏观利率影响会阶段性造成美股混乱,但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后,标普500指数的12月动态估值已经回归到20倍左右,属于基本合理偏高一点的水平,随着企业业绩落地,盈利贡献会再次驱动估值,并非放水带来的虚高。 短期而言,越是临近3月FOMC议息会议,市场可能还是会非常波动,我就标普指数做了复盘和推演,标普早前跌破年线,最低到4222,在这个位置盘整了5天,我会认为这个支撑还是很牢靠的,5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线,周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上,或者就在年线附近震荡。但是加息前,单边多头或者小幅波动不太现实,宽幅震荡更可能。前期跌了这么多,会不会去4200的附近走另一条腿?还挺有可能的,但市场是走出来的,我不是技术专家,不要听我的。比较有意思的是,罗素2000这这个小盘股指数早前跌破了牛熊线,但从图上看根本没有看到支撑,最近大家一定要多观察罗素2000,因为先跌的往往都是它的成分股,悲观的说,他要继续到175一线才能找到一个支撑。虽然是虎年,市场确是猴市,上蹿下跳的,我1月底","text":"虎友们新年好,虎年大吉,给大家拜年啦!😬 这一周大盘的波动比春晚还精彩,亚马逊、谷歌这种万亿巨头集体暴涨暴跌我也是没见过,说明市场争议太大了,这种市场多空都有钱赚,但是小散很容易被埋。 万幸,在大财报的拯救下,三大指数周线级别收了两根阳线,但还并未收复失地,也不应该觉得后市高枕无忧。目前我持有苹果、特斯拉、行权接盘了暴雪,由于特斯拉的波动也导致我们这两周账户波动剧烈,跟去年三月有点像。 我个人认为,几家对指数举足轻重的万亿企业基本面没有大问题,美股不会发生系统性崩盘。市场本轮暴跌的诱因是美联储货币政策“意外”转鹰,预计首次加息将发生在3月,紧接着年中将缩表。美债收益率接近2%,直接对风险资产造成负向影响。不可否认,宏观利率影响会阶段性造成美股混乱,但我认为美股长期决定因素是是企业基本面和估值水平。本轮回调后,标普500指数的12月动态估值已经回归到20倍左右,属于基本合理偏高一点的水平,随着企业业绩落地,盈利贡献会再次驱动估值,并非放水带来的虚高。 短期而言,越是临近3月FOMC议息会议,市场可能还是会非常波动,我就标普指数做了复盘和推演,标普早前跌破年线,最低到4222,在这个位置盘整了5天,我会认为这个支撑还是很牢靠的,5天的多空确认的点位应该不至于很快破了。然后反弹强势收回年线,周五又跌到年线位置才开启一波反弹。我当然是希望下周继续向上,或者就在年线附近震荡。但是加息前,单边多头或者小幅波动不太现实,宽幅震荡更可能。前期跌了这么多,会不会去4200的附近走另一条腿?还挺有可能的,但市场是走出来的,我不是技术专家,不要听我的。比较有意思的是,罗素2000这这个小盘股指数早前跌破了牛熊线,但从图上看根本没有看到支撑,最近大家一定要多观察罗素2000,因为先跌的往往都是它的成分股,悲观的说,他要继续到175一线才能找到一个支撑。虽然是虎年,市场确是猴市,上蹿下跳的,我1月底","images":[{"img":"https://static.tigerbbs.com/c24e9aefd68e3dc0c65797a36f195f3d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d3527ad2dca49d0f77f05fdbd7bea414","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a22f11d54a7115579d36dc68b07cd79d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633260016","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633446904,"gmtCreate":1644300099260,"gmtModify":1644300099371,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","listText":"//<a href=\"https://laohu8.com/U/4087786607644270\">@Ron71</a>: Great ariticle, would you like to share it?","text":"//@Ron71: Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633446904","repostId":"633632817","repostType":1,"repost":{"id":633632817,"gmtCreate":1643985314614,"gmtModify":1644019469417,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"大型科技股财报总览,FAAMG+TSLA业绩告诉我们什么?","htmlText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","listText":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","text":"大型科技股财报全部交代了,奈飞彻底跌出了“大型”,市值不足2000亿美元,美股市值前50都排不进了。 FAAMG+TSLA唯一爆雷的是改名META的FB,改名需谨慎。特斯拉虽然财报后大跌10%,但客观说财报很好很好。亚马逊虽然财报后暴涨18%,但客观说,财报太一般。下面我按照市值顺序总结一下6大科技股财报。 AAPL 大苹果就是美股定海神针,所有数字统统超过预期,营收利润均创历史新高。截至12月31日的季度营收1239.5亿美元,同比增长11%,创有史以来最高的单季收入,主要是来自核心产品iPhone的收入716亿美元,同比增9%,力克供应链短缺。iPhone13几乎是苹果最成功的产品之一,据报道,截止2021年底iPhone13/Pro销量超过了4000万部,创历史记录,同时,iPhone13的成功使得苹果在大中华地区的销售额同比增长21%。 毛利率水平高达43.8%,可见厨子的供应链管理和运营效率管理能力。净利润346.3亿美元,同比增长20%,每股收益(EPS)2.1美元,同比增长25%,利润增速超过了收入的增速,这主要得益于服务部门季度创收195亿美元,同比增长24%,强劲的表现给公司贡献了高于预期的毛利率43.8%。 本季度苹果想股东返还近270亿美元,宣布现金派息0.22美元/每股。过去终归是过去,支撑苹果跳涨的还是对于2022年的展望,厨子认为供应链问题会在2022年得到缓解,iPad受到芯片供应影响业绩下滑在预期中,但压力已经释放,2022年第二季度后将会得到缓解,毛利率水平会维持在42.5%-43.5%之间,几乎是历史最好的状态。 MSFT 巨头中最稳的公司,一个双beat的财报却带来超过10%的振幅,盘后先跌6%,到开盘一路涨了5%。如果说盘后先跌是因为Azure增速46%不及市场乐观预期的50%,我是不认可的,到这个体量的公司核心业务增速还有46%还有","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633632817","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639794614,"gmtCreate":1643430335512,"gmtModify":1643430335578,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Happy Chinese New Year ","listText":"Happy Chinese New Year ","text":"Happy Chinese New Year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639794614","isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604845241,"gmtCreate":1639376411521,"gmtModify":1639376411624,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604845241","repostId":"1165968219","repostType":4,"repost":{"id":"1165968219","pubTimestamp":1639364713,"share":"https://www.laohu8.com/m/news/1165968219?lang=&edition=full","pubTime":"2021-12-13 11:05","market":"us","language":"en","title":"Dow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1165968219","media":"investor's business daily","summary":"Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a ke","content":"<p>Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a key Fed meeting looms this week. A market rally attempt is underway, led by Apple stock and Microsoft, with strong gains for the major indexes and the S&P 500 hitting a record close.</p>\n<p></p>\n<p>But market breadth remains a concern. And the market rally is set to stage a follow-through day to confirm the new uptrend. Until then, investors should be cautious about making new buys.</p>\n<p></p>\n<p>Apple (AAPL), Microsoft (MSFT), Advanced Micro Devices (AMD), NXP Semiconductors (NXPI), Adobe (ADBE), Tesla (TSLA) and Rivian stock are in focus this week, with implications for important sectors and the broader market. Adobe stock and Rivian Automotive (RIVN) have earnings this coming week.</p>\n<p></p>\n<p>Microsoft, Adobe, AMD and Tesla stock are on IBD Leaderboard. Adobe and Microsoft stock are on IBD Long-Term Leaders. Microsoft and AMD stock are on the IBD 50.</p>\n<p></p>\n<p>The video embedded in this article reviewed the week's market action and analyzed Microsoft, Adobe and NXP stock.</p>\n<p></p>\n<p></p>\n<p>The final Fed meeting of the year is on Dec. 14-15. After finally agreeing to begin scaling back asset purchases at the November Fed meeting, policymakers have signaled they could speed up the bond taper this week. That would set the stage for Fed rate hikes before mid-2022.</p>\n<p></p>\n<p>The omicron Covid variant was a potential wild card at the start of the month, but there's a growing consensus that it's not a game changer. With inflation at a 39-year high of 6.8% and initial jobless claims at the lowest since 1969, Fed chief Jerome Powell and several of his colleagues are taking a more-hawkish tone.</p>\n<p></p>\n<p>Will the Fed go ahead with a faster taper, or merely signal that one could come in early 2022? And how will financial markets react?</p>\n<p></p>\n<p><b>Dow Jones Futures Today</b></p>\n<p>Dow Jones futures rose 0.4% vs. fair value. S&P 500 futures climbed 0.3% and Nasdaq 100 futures advanced 0.3%.</p>\n<p></p>\n<p>The 10-year Treasury yield rose 1 basis point to 1.5%. Crude oil prices rose 1%.</p>\n<p></p>\n<p>Remember that overnight action in Dow futures and elsewhere doesn't necessarily translate into actual trading in the next regular stock market session.</p>\n<p></p>\n<p>Join IBD experts as they analyze actionable stocks in the stock market rally on IBD Live</p>\n<p></p>\n<p><b>Coronavirus News</b></p>\n<p>Coronavirus cases worldwide reached 270.42 million. Covid-19 deaths topped 5.32 million.</p>\n<p></p>\n<p>Coronavirus cases in the U.S. have hit 50.80 million, with deaths above 817,000.</p>\n<p></p>\n<p>Stock Market Rally Attempt</p>\n<p>A new stock market rally began on Monday, Dec. 5, with the major indexes rebounding from recent lows and closing near weekly highs.</p>\n<p></p>\n<p>The Dow Jones Industrial Average ran up 4% in last week's stock market trading. The S&P 500 index popped 3.8%. The Nasdaq composite gained 3.6%. Apple stock and Microsoft are Dow Jones, S&P 500 and Nasdaq components.</p>\n<p></p>\n<p>The small-cap Russell 2000 advanced 2.4%.</p>\n<p></p>\n<p>The 10-year Treasury yield rose 15 basis points to 1.49%.</p>\n<p></p>\n<p>Among the best ETFs, the Innovator IBD 50 ETF (FFTY) climbed 1.9%, while the Innovator IBD Breakout Opportunities ETF (BOUT) gained 3.5%. The iShares Expanded Tech-Software Sector ETF (IGV) rallied 4%, with Microsoft and Adobe stock major holdings. The VanEck Vectors Semiconductor ETF (SMH) added 2.5%. AMD stock and NXP Semi are SMH components.</p>\n<p></p>\n<p>SPDR S&P Metals & Mining ETF (XME) rose 3.7% and Global X U.S. Infrastructure Development ETF (PAVE) 3.5%. U.S. Global Jets ETF (JETS) jumped 5%, but with some big swings along the way. SPDR S&P Homebuilders ETF (XHB) advanced 4.5% to new highs. The Energy Select SPDR ETF (XLE) climbed 3.7% and the Financial Select SPDR ETF (XLF) 2.7%</p>\n<p></p>\n<p>Reflecting more-speculative story stocks, ARK Innovation ETF (ARKK) gained 2.8% for the week and ARK Genomics ETF (ARKG) 4%, rebounding from 52-week lows. But both gave up much of their weekly gains on Thursday and Friday. Tesla stock remains the top holding of ARK Invest's ETFs.</p>\n<p></p>\n<p><b>Apple Stock</b></p>\n<p>Apple stock surged 10.9% last week to 179.45, and 19.6% over the last four weeks. At $2.94 trillion, AAPL stock is on the cusp of a $3 trillion market cap. But shares are well extended from a buy point. At some point, AAPL stock will take an extended rest. That could offer a new chance to buy or add shares. But can the market rally without Apple stock leading?</p>\n<p></p>\n<p></p>\n<p><b>Microsoft Stock</b></p>\n<p>MSFT stock hasn't risen as fast as Apple. But unlike its fellow Dow Jones titan, Microsoft stock has been a market leader for most of 2021 — and has stronger growth prospects. Microsoft stock jumped just over 6% last week to 342.54, including Friday's 2.8% pop. Breaking short-term trend lines and still close to its 10-week line, MSFT stock is flashing buy signals. But market conditions raise concerns.</p>\n<p></p>\n<p>AMD Stock</p>\n<p>AMD stock did rebound Tuesday, but otherwise had a difficult week, retreating 3.8% to 138.55. Shares are moving back toward their 10-week line. That could provide a buying opportunity, assuming AMD stock bounces. If AMD stock struggles at that level, it would be a bad sign for rival Nvidia (NVDA), which has held up better in recent weeks, and chip stocks overall.</p>\n<p></p>\n<p></p>\n<p><b>NXP Stock</b></p>\n<p>NXP Semiconductor stock whipsawed last week, breaking out powerfully on Tuesday but pulling back below the 227.60 cup-with-handle buy point on a Wednesday sell rating. Since then NXP stock has been trading just above the 21-day line and below the buy point. Shares dipped 0.3% to 226.46 for the week. If there's a confirmed market rally, there's a good chance the auto- and wireless-chip maker will clear the buy point decisively. But if the market reverses, NXP very likely will fall back.</p>\n<p></p>\n<p></p>\n<p><b>Adobe Stock</b></p>\n<p>Adobe stock rebounded 6.15% last week to 654.45, trading just above its 50-day line and below an old 659.29 buy point that's no longer valid. Investors could buy this Long-Term Leader off the 50-day line, but probably should wait until earnings on Thursday. It'll be an important report for business software makers generally, which are trying to rebound after big sell-offs.</p>\n<p></p>\n<p></p>\n<p><b>Tesla Stock</b></p>\n<p>Tesla stock edged up 0.2% to 1,017.03 last week, but it was another wild ride. Shares tumbled below their 50-day line and recent lows on Monday but closed above that key level. A midweek rebound hit resistance at the 21-day line. Then, like a lot of growth stocks, TSLA stock sold off Thursday, before a slight bounce on Friday.</p>\n<p></p>\n<p>The EV giant is working on a new base, though that needs another week to form, with a likely 1,202.05 buy point. Drawing a trend line from the record high could offer an early entry around 1,150.</p>\n<p></p>\n<p>If Tesla can rebound decisively, that would likely reflect on, and spur gains among, other EV plays as well as highly valued growth stocks generally. That's key, given how narrow the market leadership has been.</p>\n<p></p>\n<p>But a sharp sell-off, including a clear close below recent lows, would be a negative sign for TSLA stock and the market. It would put the 900.50 buy point from the long cup consolidation at risk.</p>\n<p></p>\n<p></p>\n<p><b>Rivian Stock</b></p>\n<p>Rivian stock came out like a lion, racing from a $75 IPO price on Nov. 9 to a 179.47 intraday peak in just five sessions. But since then the EV startup has tumbled back, starting to consolidate, generally between 100-120. Shares rallied 9.5% to 114.66 last week.</p>\n<p></p>\n<p>Rivian reports earnings on Thursday for the first time since its IPO. With only minimal deliveries of its R1T EV pickup, Rivian revenue will remain low with hefty losses. So investors will be looking for guidance on a production ramp for the R1T and when the R1S SUV will debut as well as mass production of delivery vans for Amazon.com (AMZN), a key Rivian investor.</p>\n<p></p>\n<p>Rivian will announce a new vehicle-assembly and battery plant in Georgia, Bloomberg News reported Friday evening, citing sources. That followed local reports along those lines. The announcement will likely come Thursday, the same day as earnings.</p>\n<p></p>\n<p>Rivian already has a factory in Normal, Illinois.</p>\n<p></p>\n<p>But there is no question that RIVN stock is highly speculative. If Rivian stock rebounds, especially after earnings, it will soon have a deep IPO base with a 179.57 buy point. Investors may want to look for earlier entries, perhaps in the 120-125 area.</p>\n<p></p>\n<p></p>\n<p>Even with its big retreat, Rivian stock has a market cap of $102 billion, higher than General Motors (GM) ($91.8 billion) and Ford Motor (F) ($86 billion). Ford owns a hefty stake of Rivian as well, and surged to a long-term high on Friday.</p>\n<p></p>\n<p>The Rivian valuation is positive for Tesla stock. If Rivian stock can have a valuation north of $100 billion with just a handful of deliveries, that certainly justifies Tesla's $1 trillion valuation as the company has topped a 1 million delivery run rate.</p>\n<p></p>\n<p><b>Market Rally Analysis</b></p>\n<p>A new stock market rally attempt got underway this past week with strong gains, but then paused late in the week. That's not that unusual. In early October, the major indexes rebounded for three days, then pulled back slightly over the next three sessions before beginning its decisive move higher.</p>\n<p></p>\n<p>The market performed fairly well on Friday given the hot inflation data and the prospect of a faster Fed taper. And for the week, all the major indexes had strong gains, regaining their 50-day lines and closing in the upper third of their ranges. The S&P 500 index moved to an all-time closing high on Friday.</p>\n<p></p>\n<p>However, much of the market rally's strength has been in Apple, Microsoft and Google, the three most valuable stocks.</p>\n<p></p>\n<p>The Russell 2000 had a solid percentage gain for the week, though it fell back below its 200-day line on Thursday and edged lower on Friday as the big-cap indexes powered higher. The small-cap index closed just below the midpoint of its weekly range.</p>\n<p></p>\n<p>The action of growth stocks was mixed, with the FFTY ETF also unable to hold its 200-day line.</p>\n<p></p>\n<p></p>\n<p>Losers outpaced winners once again on Friday, continuing a weekslong trend with only a few exceptions. New lows outnumbered new highs, especially on the Nasdaq.</p>\n<p></p>\n<p>Ultimately, the stock market rally attempt still needs a follow-through day. Until there is a confirmed uptrend — or the major indexes undercut recent lows — the market direction is in flux.</p>\n<p></p>\n<p>It's possible that the Fed meeting announcement could be a catalyst for a confirmed market rally or a renewed sell-off. But a decisive move may come before the Fed meeting, or not at all.</p>\n<p></p>\n<p>Keep in mind that confirmed market rallies don't always work. If market breadth remains narrow, making gains could be difficult even as the major indexes advance.</p>\n<p></p>\n<p><b>What To Do Now</b></p>\n<p>Early last week, aggressive traders might have nibbled on a few stocks. The market was moving higher, with at least a short-term bounce likely. But the market has now had its bounce.</p>\n<p></p>\n<p>At this point, investors should likely hold off on new buys until there is a confirmed market rally.</p>\n<p></p>\n<p>But it's a crucial time for being prepared. Run your screens and work on your watchlists, identifying key potential buys if market conditions are ripe.</p>\n<p></p>\n<p>Then stay engaged. Be ready to act if there is a confirmed market rally — or if the major indexes and leading stocks deteriorate.</p>","source":"lsy1610612141385","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus</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\">\nDow Jones Futures Rise With Fed Set To Speed Up Inflation Fight; Apple, Tesla, Rivian In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-13 11:05 GMT+8 <a href=https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-still-in-flux-with-fed-set-to-speed-up-apple-tesla-rivian-in-focus/><strong>investor's business daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a key Fed meeting looms this week. A market rally attempt is underway, led by Apple stock and Microsoft,...</p>\n\n<a href=\"https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-still-in-flux-with-fed-set-to-speed-up-apple-tesla-rivian-in-focus/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯","TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-stock-market-still-in-flux-with-fed-set-to-speed-up-apple-tesla-rivian-in-focus/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165968219","content_text":"Dow Jones futures rise modestly Sunday night, along with S&P 500 futures and Nasdaq futures, as a key Fed meeting looms this week. A market rally attempt is underway, led by Apple stock and Microsoft, with strong gains for the major indexes and the S&P 500 hitting a record close.\n\nBut market breadth remains a concern. And the market rally is set to stage a follow-through day to confirm the new uptrend. Until then, investors should be cautious about making new buys.\n\nApple (AAPL), Microsoft (MSFT), Advanced Micro Devices (AMD), NXP Semiconductors (NXPI), Adobe (ADBE), Tesla (TSLA) and Rivian stock are in focus this week, with implications for important sectors and the broader market. Adobe stock and Rivian Automotive (RIVN) have earnings this coming week.\n\nMicrosoft, Adobe, AMD and Tesla stock are on IBD Leaderboard. Adobe and Microsoft stock are on IBD Long-Term Leaders. Microsoft and AMD stock are on the IBD 50.\n\nThe video embedded in this article reviewed the week's market action and analyzed Microsoft, Adobe and NXP stock.\n\n\nThe final Fed meeting of the year is on Dec. 14-15. After finally agreeing to begin scaling back asset purchases at the November Fed meeting, policymakers have signaled they could speed up the bond taper this week. That would set the stage for Fed rate hikes before mid-2022.\n\nThe omicron Covid variant was a potential wild card at the start of the month, but there's a growing consensus that it's not a game changer. With inflation at a 39-year high of 6.8% and initial jobless claims at the lowest since 1969, Fed chief Jerome Powell and several of his colleagues are taking a more-hawkish tone.\n\nWill the Fed go ahead with a faster taper, or merely signal that one could come in early 2022? And how will financial markets react?\n\nDow Jones Futures Today\nDow Jones futures rose 0.4% vs. fair value. S&P 500 futures climbed 0.3% and Nasdaq 100 futures advanced 0.3%.\n\nThe 10-year Treasury yield rose 1 basis point to 1.5%. Crude oil prices rose 1%.\n\nRemember that overnight action in Dow futures and elsewhere doesn't necessarily translate into actual trading in the next regular stock market session.\n\nJoin IBD experts as they analyze actionable stocks in the stock market rally on IBD Live\n\nCoronavirus News\nCoronavirus cases worldwide reached 270.42 million. Covid-19 deaths topped 5.32 million.\n\nCoronavirus cases in the U.S. have hit 50.80 million, with deaths above 817,000.\n\nStock Market Rally Attempt\nA new stock market rally began on Monday, Dec. 5, with the major indexes rebounding from recent lows and closing near weekly highs.\n\nThe Dow Jones Industrial Average ran up 4% in last week's stock market trading. The S&P 500 index popped 3.8%. The Nasdaq composite gained 3.6%. Apple stock and Microsoft are Dow Jones, S&P 500 and Nasdaq components.\n\nThe small-cap Russell 2000 advanced 2.4%.\n\nThe 10-year Treasury yield rose 15 basis points to 1.49%.\n\nAmong the best ETFs, the Innovator IBD 50 ETF (FFTY) climbed 1.9%, while the Innovator IBD Breakout Opportunities ETF (BOUT) gained 3.5%. The iShares Expanded Tech-Software Sector ETF (IGV) rallied 4%, with Microsoft and Adobe stock major holdings. The VanEck Vectors Semiconductor ETF (SMH) added 2.5%. AMD stock and NXP Semi are SMH components.\n\nSPDR S&P Metals & Mining ETF (XME) rose 3.7% and Global X U.S. Infrastructure Development ETF (PAVE) 3.5%. U.S. Global Jets ETF (JETS) jumped 5%, but with some big swings along the way. SPDR S&P Homebuilders ETF (XHB) advanced 4.5% to new highs. The Energy Select SPDR ETF (XLE) climbed 3.7% and the Financial Select SPDR ETF (XLF) 2.7%\n\nReflecting more-speculative story stocks, ARK Innovation ETF (ARKK) gained 2.8% for the week and ARK Genomics ETF (ARKG) 4%, rebounding from 52-week lows. But both gave up much of their weekly gains on Thursday and Friday. Tesla stock remains the top holding of ARK Invest's ETFs.\n\nApple Stock\nApple stock surged 10.9% last week to 179.45, and 19.6% over the last four weeks. At $2.94 trillion, AAPL stock is on the cusp of a $3 trillion market cap. But shares are well extended from a buy point. At some point, AAPL stock will take an extended rest. That could offer a new chance to buy or add shares. But can the market rally without Apple stock leading?\n\n\nMicrosoft Stock\nMSFT stock hasn't risen as fast as Apple. But unlike its fellow Dow Jones titan, Microsoft stock has been a market leader for most of 2021 — and has stronger growth prospects. Microsoft stock jumped just over 6% last week to 342.54, including Friday's 2.8% pop. Breaking short-term trend lines and still close to its 10-week line, MSFT stock is flashing buy signals. But market conditions raise concerns.\n\nAMD Stock\nAMD stock did rebound Tuesday, but otherwise had a difficult week, retreating 3.8% to 138.55. Shares are moving back toward their 10-week line. That could provide a buying opportunity, assuming AMD stock bounces. If AMD stock struggles at that level, it would be a bad sign for rival Nvidia (NVDA), which has held up better in recent weeks, and chip stocks overall.\n\n\nNXP Stock\nNXP Semiconductor stock whipsawed last week, breaking out powerfully on Tuesday but pulling back below the 227.60 cup-with-handle buy point on a Wednesday sell rating. Since then NXP stock has been trading just above the 21-day line and below the buy point. Shares dipped 0.3% to 226.46 for the week. If there's a confirmed market rally, there's a good chance the auto- and wireless-chip maker will clear the buy point decisively. But if the market reverses, NXP very likely will fall back.\n\n\nAdobe Stock\nAdobe stock rebounded 6.15% last week to 654.45, trading just above its 50-day line and below an old 659.29 buy point that's no longer valid. Investors could buy this Long-Term Leader off the 50-day line, but probably should wait until earnings on Thursday. It'll be an important report for business software makers generally, which are trying to rebound after big sell-offs.\n\n\nTesla Stock\nTesla stock edged up 0.2% to 1,017.03 last week, but it was another wild ride. Shares tumbled below their 50-day line and recent lows on Monday but closed above that key level. A midweek rebound hit resistance at the 21-day line. Then, like a lot of growth stocks, TSLA stock sold off Thursday, before a slight bounce on Friday.\n\nThe EV giant is working on a new base, though that needs another week to form, with a likely 1,202.05 buy point. Drawing a trend line from the record high could offer an early entry around 1,150.\n\nIf Tesla can rebound decisively, that would likely reflect on, and spur gains among, other EV plays as well as highly valued growth stocks generally. That's key, given how narrow the market leadership has been.\n\nBut a sharp sell-off, including a clear close below recent lows, would be a negative sign for TSLA stock and the market. It would put the 900.50 buy point from the long cup consolidation at risk.\n\n\nRivian Stock\nRivian stock came out like a lion, racing from a $75 IPO price on Nov. 9 to a 179.47 intraday peak in just five sessions. But since then the EV startup has tumbled back, starting to consolidate, generally between 100-120. Shares rallied 9.5% to 114.66 last week.\n\nRivian reports earnings on Thursday for the first time since its IPO. With only minimal deliveries of its R1T EV pickup, Rivian revenue will remain low with hefty losses. So investors will be looking for guidance on a production ramp for the R1T and when the R1S SUV will debut as well as mass production of delivery vans for Amazon.com (AMZN), a key Rivian investor.\n\nRivian will announce a new vehicle-assembly and battery plant in Georgia, Bloomberg News reported Friday evening, citing sources. That followed local reports along those lines. The announcement will likely come Thursday, the same day as earnings.\n\nRivian already has a factory in Normal, Illinois.\n\nBut there is no question that RIVN stock is highly speculative. If Rivian stock rebounds, especially after earnings, it will soon have a deep IPO base with a 179.57 buy point. Investors may want to look for earlier entries, perhaps in the 120-125 area.\n\n\nEven with its big retreat, Rivian stock has a market cap of $102 billion, higher than General Motors (GM) ($91.8 billion) and Ford Motor (F) ($86 billion). Ford owns a hefty stake of Rivian as well, and surged to a long-term high on Friday.\n\nThe Rivian valuation is positive for Tesla stock. If Rivian stock can have a valuation north of $100 billion with just a handful of deliveries, that certainly justifies Tesla's $1 trillion valuation as the company has topped a 1 million delivery run rate.\n\nMarket Rally Analysis\nA new stock market rally attempt got underway this past week with strong gains, but then paused late in the week. That's not that unusual. In early October, the major indexes rebounded for three days, then pulled back slightly over the next three sessions before beginning its decisive move higher.\n\nThe market performed fairly well on Friday given the hot inflation data and the prospect of a faster Fed taper. And for the week, all the major indexes had strong gains, regaining their 50-day lines and closing in the upper third of their ranges. The S&P 500 index moved to an all-time closing high on Friday.\n\nHowever, much of the market rally's strength has been in Apple, Microsoft and Google, the three most valuable stocks.\n\nThe Russell 2000 had a solid percentage gain for the week, though it fell back below its 200-day line on Thursday and edged lower on Friday as the big-cap indexes powered higher. The small-cap index closed just below the midpoint of its weekly range.\n\nThe action of growth stocks was mixed, with the FFTY ETF also unable to hold its 200-day line.\n\n\nLosers outpaced winners once again on Friday, continuing a weekslong trend with only a few exceptions. New lows outnumbered new highs, especially on the Nasdaq.\n\nUltimately, the stock market rally attempt still needs a follow-through day. Until there is a confirmed uptrend — or the major indexes undercut recent lows — the market direction is in flux.\n\nIt's possible that the Fed meeting announcement could be a catalyst for a confirmed market rally or a renewed sell-off. But a decisive move may come before the Fed meeting, or not at all.\n\nKeep in mind that confirmed market rallies don't always work. If market breadth remains narrow, making gains could be difficult even as the major indexes advance.\n\nWhat To Do Now\nEarly last week, aggressive traders might have nibbled on a few stocks. The market was moving higher, with at least a short-term bounce likely. But the market has now had its bounce.\n\nAt this point, investors should likely hold off on new buys until there is a confirmed market rally.\n\nBut it's a crucial time for being prepared. Run your screens and work on your watchlists, identifying key potential buys if market conditions are ripe.\n\nThen stay engaged. Be ready to act if there is a confirmed market rally — or if the major indexes and leading stocks deteriorate.","news_type":1},"isVote":1,"tweetType":1,"viewCount":972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608934244,"gmtCreate":1638592857502,"gmtModify":1638592857502,"author":{"id":"4087786607644270","authorId":"4087786607644270","name":"Ron71","avatar":"https://static.tigerbbs.com/46e59da94a802c8decb590fc9757c50c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608934244","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","pubTimestamp":1638544099,"share":"https://www.laohu8.com/m/news/1115344844?lang=&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p>\n<ul>\n <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>\n <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>\n <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p>\n<p>I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p>\n<p>However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p>\n<p>A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p>\n<p>What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p>\n<p><b>Upstart</b></p>\n<p>Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p>\n<p>Let's look at some numbers:</p>\n<p><img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p>\n<p>As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p>\n<p>I think there are two key mistakes that investors should avoid here:</p>\n<ol>\n <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>\n <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li>\n</ol>\n<p>Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><b>Zscaler</b></p>\n<p>Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p>\n<p>How exceptional is Zscaler? Just look at those revenue growth numbers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p>\n<p>I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p>\n<p><b>Monday.com</b></p>\n<p>Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p>\n<p>Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p>\n<p>On top of that, it is also cheap relative to other cloud stocks:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p>\n<p>The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p>\n<p>The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p>\n<p><b>Closing Thoughts And Honorary Mentions</b></p>\n<p>On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p>\n<p>Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p>\n<p>This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</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>3 High Growth Stocks To Buy In The Pullback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-03 23:08 GMT+8 <a href=https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress ...</p>\n\n<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MNDY":"Monday.com Ltd.","ZS":"Zscaler Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}