WanEH的个人主页 - 老虎社区

WanEH

WanEH

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627关注

27粉丝

2主题

0勋章

2022-04-20

以为会下，结果大涨

2022-04-18

市场到底要怎么走？

2022-04-17

分享

@期权小班长:坏消息：财报不好肯定跌，预期低也不行

2022-04-16

郁闷啊。。每次都止损

2022-04-15

今天没有股市，可以好好休息一下。

2022-04-15

看看准不准

@Mr. Popcorn:$纳斯达克(.IXIC)$准备三倍做多纳斯达克了兄弟们，预计拿个一周左右

2022-04-03

Good

NIO: Underestimated Rebound Potential

2022-04-03

不可能吧

乌克兰代表团团长：接近与俄罗斯达成协议

2022-04-03

好文

经济日报：保障跨境监管合作安全高效

2022-03-13

Good article

Wall Street Slumps in Broad Swoon to End Bumpy Week

2022-03-10

好文分享

@库巴财经:暴跌之后，最容易出现10倍股的地方，是这三个领域！

2022-03-02

阅

韩国散户“中毒”背后，多少人看到了自己的影子

2022-02-10

Good article

3 Stocks That Crashed More Than 20% in January and Are Great Buys Right Now

2022-02-08

会不会跌呢？

美银“惊人”预计：美联储今年加息七次

2022-02-08

学习了

抱歉，原内容已删除

2022-02-06

好好玩的活动

@小虎活动:加入滑雪夺金赛，赢最高2022美元股票代金券，还有限量版小虎盲盒等你拿！

2022-01-19

真的那么厉害？

港股一年一度的风水报告出炉，虎年大吉？

2021-12-28

Good news

China Ends Limit on Foreign Car Makers' Ownership Stakes

2021-12-24

Why I can't see the chart?

3 Charts to Consider if You Want to Own an EV Stock

2021-12-23

Drop like no tomorrow

抱歉，原内容已删除

去老虎APP查看更多动态

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金融行业不出意外，打击很大，股价萎靡。航空公司虽然受到通胀影响，但成本转嫁机票，另外疫情不再影响出行，所以股价上涨很合理。路易威登的财报最为微妙，目前没办法解释下跌原因，暂且观望。 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 摩根大通2021年Q1经调整后营收315.9亿美元，超市场预期的314.4亿美元；净利润为82.82亿美元，略超市场预期的82.05亿美元，同比大降42%；季度每股收益2.63美元，低于预期的2.70美元，已连续四个季度下降；投资者密切关注的总支出在本季度增长2%至191.9亿美元，大致符合预期。同时，摩根大通批准了300亿美元的股票回购计划，将于2022年5月1日生效。 财报发布后，摩根大通盘前下跌超3%。 <a href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 达美航空发布2022年第一季度业绩。财报显示，第一季度营收93.48亿美元，市场预期89.16亿美元，去年同期41.5亿美元；第一季度净亏损9.4亿美元，市场预期净亏损8.71亿美元，去年同期净亏损11.77亿美元；第一季度每股亏损1.48美元，市场预期每股亏损1.29美元，去年同期每股亏损1.85美元；第一季度调整后每股亏损1.23美元，市场预期亏损1.26美元。 财报发布后，达美航空盘前上涨5% <a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> 全球最大奢侈品集团LVMH第一季度总销售额达180亿欧元，按固定汇率计算同比增长23%，超出市场普遍预期的18%。市场对路易威登和","listText":"今天盘前三家公司财报值得关注：摩根大通，达美航空和路易威登，分别代表了受加息影响的金融行业，受通胀和疫情影响的旅游出行业以及理论上受益于通胀的奢侈品行业。 金融行业不出意外，打击很大，股价萎靡。航空公司虽然受到通胀影响，但成本转嫁机票，另外疫情不再影响出行，所以股价上涨很合理。路易威登的财报最为微妙，目前没办法解释下跌原因，暂且观望。 <a href=\"https://laohu8.com/S/JPM\">$摩根大通(JPM)$</a> 摩根大通2021年Q1经调整后营收315.9亿美元，超市场预期的314.4亿美元；净利润为82.82亿美元，略超市场预期的82.05亿美元，同比大降42%；季度每股收益2.63美元，低于预期的2.70美元，已连续四个季度下降；投资者密切关注的总支出在本季度增长2%至191.9亿美元，大致符合预期。同时，摩根大通批准了300亿美元的股票回购计划，将于2022年5月1日生效。 财报发布后，摩根大通盘前下跌超3%。 <a href=\"https://laohu8.com/S/DAL\">$达美航空(DAL)$</a> 达美航空发布2022年第一季度业绩。财报显示，第一季度营收93.48亿美元，市场预期89.16亿美元，去年同期41.5亿美元；第一季度净亏损9.4亿美元，市场预期净亏损8.71亿美元，去年同期净亏损11.77亿美元；第一季度每股亏损1.48美元，市场预期每股亏损1.29美元，去年同期每股亏损1.85美元；第一季度调整后每股亏损1.23美元，市场预期亏损1.26美元。 财报发布后，达美航空盘前上涨5% <a href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> 全球最大奢侈品集团LVMH第一季度总销售额达180亿欧元，按固定汇率计算同比增长23%，超出市场普遍预期的18%。市场对路易威登和","text":"今天盘前三家公司财报值得关注：摩根大通，达美航空和路易威登，分别代表了受加息影响的金融行业，受通胀和疫情影响的旅游出行业以及理论上受益于通胀的奢侈品行业。 金融行业不出意外，打击很大，股价萎靡。航空公司虽然受到通胀影响，但成本转嫁机票，另外疫情不再影响出行，所以股价上涨很合理。路易威登的财报最为微妙，目前没办法解释下跌原因，暂且观望。 $摩根大通(JPM)$ 摩根大通2021年Q1经调整后营收315.9亿美元，超市场预期的314.4亿美元；净利润为82.82亿美元，略超市场预期的82.05亿美元，同比大降42%；季度每股收益2.63美元，低于预期的2.70美元，已连续四个季度下降；投资者密切关注的总支出在本季度增长2%至191.9亿美元，大致符合预期。同时，摩根大通批准了300亿美元的股票回购计划，将于2022年5月1日生效。 财报发布后，摩根大通盘前下跌超3%。 $达美航空(DAL)$ 达美航空发布2022年第一季度业绩。财报显示，第一季度营收93.48亿美元，市场预期89.16亿美元，去年同期41.5亿美元；第一季度净亏损9.4亿美元，市场预期净亏损8.71亿美元，去年同期净亏损11.77亿美元；第一季度每股亏损1.48美元，市场预期每股亏损1.29美元，去年同期每股亏损1.85美元；第一季度调整后每股亏损1.23美元，市场预期亏损1.26美元。 财报发布后，达美航空盘前上涨5% $路易威登(LVMUY)$ 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>准备三倍做多纳斯达克了兄弟们，预计拿个一周左右","text":"$纳斯达克(.IXIC)$准备三倍做多纳斯达克了兄弟们，预计拿个一周左右","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613392282","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619382661,"gmtCreate":1649000901170,"gmtModify":1649000901500,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619382661","repostId":"2224759323","repostType":2,"repost":{"id":"2224759323","kind":"news","pubTimestamp":1649000063,"share":"https://www.laohu8.com/m/news/2224759323?lang=&edition=full","pubTime":"2022-04-03 23:34","market":"us","language":"en","title":"NIO: Underestimated Rebound Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2224759323","media":"seekingalpha","summary":"Andy Feng/iStock Editorial via Getty Images As expected, NIO's (NYSE:NIO) delivery card for the mont","content":"<html><body><p><figure><picture> <img height=\"1152px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270945/image_1271270945.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Andy Feng/iStock Editorial via Getty Images</p></figcaption></figure></p> <p>As expected, NIO's (<span>NYSE:NIO</span>) delivery card for the month of March showed massive improvement over the previous two months where sales results were affected by Chinese New Year. NIO delivered almost 10 thousand<span> electric vehicles last month and the rebound in deliveries strongly suggests that the EV startup has continual potential for growth for the remainder of FY 2022. Given the expected production and delivery ramp this year, partially based on new sedan model launches, shares of NIO remain undervalued!</span></p> <h2><strong>A look at NIO’s most recent delivery card</strong></h2> <p>NIO as well as other electric vehicle startups saw their deliveries plunge in the first two months of FY 2022, in part due to Chinese holidays that lowered electric vehicle sales across the sector. NIO’s volume decline in January and February was especially pronounced, but NIO was not the only company that saw its deliveries fall. However, as I expected, NIO saw a material delivery rebound in March that indicates significant recovery potential for the rest of the year.</p> <p>NIO delivered 9,985 electric vehicles in March of which 5,064 were ES6s, 3,032 were EC6s and 1,726 were ES8s. It should be noted that NIO also started to deliver its new passenger sedan, the ET7, in March of which the firm delivered its first 163 units to customers in China. Deliveries for the ET7 started only on March 28, 2022 meaning NIO’s sedan deliveries are going to be significantly higher for the month of April.</p> <p>While NIO’s ES6 flagship model still accounts for roughly half of all deliveries, NIO’s sales mix is going to change going forward due to the launch of the ET7… which is set to see a significant production and delivery ramp throughout FY 2022. I believe NIO could deliver more than 2 thousand sedan models on a monthly basis by the end of the current fiscal year, and potentially much more than that.</p> <p>NIO’s total delivery volume in March improved 62.9% while XPeng's (XPEV) month over month delivery rebound was 147.6% and Li Auto's (LI) recovery was 31.1%. Both XPeng and Li Auto delivered more than 10 thousand units monthly again in March and NIO came at least very close to the 10 thousand unit delivery mark. Going forward, assuming there are no significant disruptions to the flow of semiconductors, I expect NIO to deliver a significant production and delivery ramp in FY 2022.</p> <span><table> <tr> <td><p>Deliveries</p></td> <td><p>January</p></td> <td><p>Jan Y/Y Growth</p></td> <td><p>February</p></td> <td><p>Feb Y/Y Growth</p></td> <td><p>March</p></td> <td><p>March Y/Y Growth</p></td> </tr> <tr> <td><p>NIO</p></td> <td><p>9,652</p></td> <td><p>33.6%</p></td> <td><p>6,131</p></td> <td><p>9.9%</p></td> <td><p>9,985</p></td> <td><p>37.6%</p></td> </tr> <tr> <td><p>XPEV</p></td> <td><p>12,922</p></td> <td><p>115.0%</p></td> <td><p>6,225</p></td> <td><p>180.0%</p></td> <td><p>15,414</p></td> <td><p>202.0%</p></td> </tr> <tr> <td><p>LI</p></td> <td><p>12,268</p></td> <td><p>128.1%</p></td> <td><p>8,414</p></td> <td><p>265.8%</p></td> <td><p>11,034</p></td> <td><p>125.2%</p></td> </tr> </table></span> <p>(Source: Author)</p> <p>I estimate that NIO could deliver up to 190 thousand electric vehicles, across all models, in FY 2022… but this assumes that NIO won’t face any production delays this year. So far in FY 2022, NIO delivered 25,768 electric vehicles in the three months ended March 2022, showing an increase of 28.5% year over year. NIO also achieved an all time quarterly record in deliveries in the first quarter, despite drastically declining delivery growth in the first two months of the year. XPeng and Li Auto saw their quarterly delivery volumes increase 159.0% and 152.1% year over year. Because NIO just launched the ET7 flagship sedan and is scheduled to begin selling the ET5 sedan later this year, I believe NIO has exceptional potential to grow deliveries.</p> <h2><strong>Revenue estimates will continue to go up</strong></h2> <p>NIO’s revenue estimates are rising, indicating that the market still underestimates the firm’s growth potential. While NIO is not profitable yet, the company is edging closer and closer to this goal. NIO is expected to generate profits in FY 2023, but it would be a mistake to value a growth company like NIO based on its EPS.</p> <p>NIO is best evaluated off of its revenue potential. Top line predictions call for revenues of $9.9B in FY 2022 and $16.4B in FY 2023, implying impressive revenue growth rates of 74.2% and 66.1%. Estimates are likely to continue to rise as analysts start to include expected sedan sales into top line predictions.</p> <p><figure><img height=\"366\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/3/saupload_1750186790bbe25129ad4608b7fd2cd3.png\" vspace=\"6\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>While XPeng currently offers the fastest delivery growth and Li Auto the cheapest revenue growth (P-S ratio of 2.1 X), NIO’s value lies in its increasing density of its product lineup and BaaS revenue opportunity.</p> <p>Based off of sales, NIO is still very attractively valued (P-S ratio of 2.2 X) and the rebound in deliveries in March could power NIO’s valuation higher.</p> <p><figure><img height=\"366\" hspace=\"6\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/4/3/saupload_d815c247ba84ab34f6d459952292e948.png\" vspace=\"6\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <h2><strong>Risks with NIO</strong></h2> <p>I believe NIO is at the precipice of seeing a strong recovery in delivery volumes this year. In part this is because Chinese holidays no longer impact NIO’s deliveries. While risks still exist for NIO, I believe the recent launch of the ET7 and the anticipated launch of the ET5 sedan later this year will significantly boost NIO’s delivery volume in FY 2022. The biggest risk for NIO, as I see it, are risks relating to production. In FY 2021, NIO had to lower its delivery forecast due to supply chain issues. If computer chips are hard to come by this year, NIO’s delivery potential will likely be impacted as well. What would change my opinion about NIO is if production and timeline risks were to increase significantly and the firm’s electric vehicle delivery growth dropped off unexpectedly.</p> <h2><strong>Final thoughts</strong></h2> <p>NIO saw a massive rebound in deliveries in March, as expected. The rebound means that NIO will most likely exceed 10 thousand deliveries again in April and I expect ET7 deliveries to ramp up nicely throughout NIO’s second quarter as well as throughout the rest of the year. NIO’s growth potential, especially regarding its sedan models, appears to be underestimated and I believe the risk profile for NIO is still heavily skewed upwards here!</p></body></html>","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>NIO: Underestimated Rebound Potential</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Underestimated Rebound Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499501-nio-underestimated-rebound-potential><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Andy Feng/iStock Editorial via Getty Images As expected, NIO's (NYSE:NIO) delivery card for the month of March showed massive improvement over the previous two months where sales results were affected...</p>\n\n<a href=\"https://seekingalpha.com/article/4499501-nio-underestimated-rebound-potential\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4526":"热门中概股","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4499501-nio-underestimated-rebound-potential","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2224759323","content_text":"Andy Feng/iStock Editorial via Getty Images As expected, NIO's (NYSE:NIO) delivery card for the month of March showed massive improvement over the previous two months where sales results were affected by Chinese New Year. NIO delivered almost 10 thousand electric vehicles last month and the rebound in deliveries strongly suggests that the EV startup has continual potential for growth for the remainder of FY 2022. Given the expected production and delivery ramp this year, partially based on new sedan model launches, shares of NIO remain undervalued! A look at NIO’s most recent delivery card NIO as well as other electric vehicle startups saw their deliveries plunge in the first two months of FY 2022, in part due to Chinese holidays that lowered electric vehicle sales across the sector. NIO’s volume decline in January and February was especially pronounced, but NIO was not the only company that saw its deliveries fall. However, as I expected, NIO saw a material delivery rebound in March that indicates significant recovery potential for the rest of the year. NIO delivered 9,985 electric vehicles in March of which 5,064 were ES6s, 3,032 were EC6s and 1,726 were ES8s. It should be noted that NIO also started to deliver its new passenger sedan, the ET7, in March of which the firm delivered its first 163 units to customers in China. Deliveries for the ET7 started only on March 28, 2022 meaning NIO’s sedan deliveries are going to be significantly higher for the month of April. While NIO’s ES6 flagship model still accounts for roughly half of all deliveries, NIO’s sales mix is going to change going forward due to the launch of the ET7… which is set to see a significant production and delivery ramp throughout FY 2022. I believe NIO could deliver more than 2 thousand sedan models on a monthly basis by the end of the current fiscal year, and potentially much more than that. NIO’s total delivery volume in March improved 62.9% while XPeng's (XPEV) month over month delivery rebound was 147.6% and Li Auto's (LI) recovery was 31.1%. Both XPeng and Li Auto delivered more than 10 thousand units monthly again in March and NIO came at least very close to the 10 thousand unit delivery mark. Going forward, assuming there are no significant disruptions to the flow of semiconductors, I expect NIO to deliver a significant production and delivery ramp in FY 2022.   Deliveries January Jan Y/Y Growth February Feb Y/Y Growth March March Y/Y Growth   NIO 9,652 33.6% 6,131 9.9% 9,985 37.6%   XPEV 12,922 115.0% 6,225 180.0% 15,414 202.0%   LI 12,268 128.1% 8,414 265.8% 11,034 125.2%   (Source: Author) I estimate that NIO could deliver up to 190 thousand electric vehicles, across all models, in FY 2022… but this assumes that NIO won’t face any production delays this year. So far in FY 2022, NIO delivered 25,768 electric vehicles in the three months ended March 2022, showing an increase of 28.5% year over year. NIO also achieved an all time quarterly record in deliveries in the first quarter, despite drastically declining delivery growth in the first two months of the year. XPeng and Li Auto saw their quarterly delivery volumes increase 159.0% and 152.1% year over year. Because NIO just launched the ET7 flagship sedan and is scheduled to begin selling the ET5 sedan later this year, I believe NIO has exceptional potential to grow deliveries. Revenue estimates will continue to go up NIO’s revenue estimates are rising, indicating that the market still underestimates the firm’s growth potential. While NIO is not profitable yet, the company is edging closer and closer to this goal. NIO is expected to generate profits in FY 2023, but it would be a mistake to value a growth company like NIO based on its EPS. NIO is best evaluated off of its revenue potential. Top line predictions call for revenues of $9.9B in FY 2022 and $16.4B in FY 2023, implying impressive revenue growth rates of 74.2% and 66.1%. Estimates are likely to continue to rise as analysts start to include expected sedan sales into top line predictions. Data by YCharts While XPeng currently offers the fastest delivery growth and Li Auto the cheapest revenue growth (P-S ratio of 2.1 X), NIO’s value lies in its increasing density of its product lineup and BaaS revenue opportunity. Based off of sales, NIO is still very attractively valued (P-S ratio of 2.2 X) and the rebound in deliveries in March could power NIO’s valuation higher. Data by YCharts Risks with NIO I believe NIO is at the precipice of seeing a strong recovery in delivery volumes this year. In part this is because Chinese holidays no longer impact NIO’s deliveries. While risks still exist for NIO, I believe the recent launch of the ET7 and the anticipated launch of the ET5 sedan later this year will significantly boost NIO’s delivery volume in FY 2022. The biggest risk for NIO, as I see it, are risks relating to production. In FY 2021, NIO had to lower its delivery forecast due to supply chain issues. If computer chips are hard to come by this year, NIO’s delivery potential will likely be impacted as well. What would change my opinion about NIO is if production and timeline risks were to increase significantly and the firm’s electric vehicle delivery growth dropped off unexpectedly. Final thoughts NIO saw a massive rebound in deliveries in March, as expected. The rebound means that NIO will most likely exceed 10 thousand deliveries again in April and I expect ET7 deliveries to ramp up nicely throughout NIO’s second quarter as well as throughout the rest of the year. NIO’s growth potential, especially regarding its sedan models, appears to be underestimated and I believe the risk profile for NIO is still heavily skewed upwards here!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619382139,"gmtCreate":1649000850418,"gmtModify":1649000850752,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"不可能吧","listText":"不可能吧","text":"不可能吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619382139","repostId":"1190149369","repostType":4,"repost":{"id":"1190149369","kind":"news","pubTimestamp":1648953559,"share":"https://www.laohu8.com/m/news/1190149369?lang=&edition=full","pubTime":"2022-04-03 10:39","market":"other","language":"zh","title":"乌克兰代表团团长：接近与俄罗斯达成协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1190149369","media":"央视新闻","summary":"这一说法还没有得到俄罗斯方面的证实。","content":"<html><head></head><body><p>当地时间4月2日，俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示，乌克兰与俄罗斯已接近达成协议，但是在克里米亚问题上仍存在分歧。</p><p>阿拉哈米亚说，谈判每天都在通过线上方式进行，一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案，俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。</p><p>据阿拉哈米亚介绍，俄罗斯方面认为文件草案已经足够完善，工作组在为可能举行的两国总统会见准备议题。阿拉哈米亚认为乌俄两国总统的会见极有可能在土耳其伊斯坦布尔举行。</p><p>目前，这一说法还没有得到俄罗斯方面的证实。</p></body></html>","source":"YSXW","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>乌克兰代表团团长：接近与俄罗斯达成协议</title>\n<style 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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乌克兰代表团团长：接近与俄罗斯达成协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 10:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间4月2日，俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示，乌克兰与俄罗斯已接近达成协议，但是在克里米亚问题上仍存在分歧。阿拉哈米亚说，谈判每天都在通过线上方式进行，一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案，俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。据阿拉哈米亚介绍，俄罗斯方面认为文件草案已经足够完善，工作组在...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/70373117428ef10f8e4b40c05c047314","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=2210519852663142666&t=1648930670820&toc_style_id=feeds_default&share_to=copy_url&track_id=1de1c964-3a05-4bdd-80d3-ddac4bbeda5f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190149369","content_text":"当地时间4月2日，俄乌谈判乌克兰代表团团长阿拉哈米亚接受媒体采访时表示，乌克兰与俄罗斯已接近达成协议，但是在克里米亚问题上仍存在分歧。阿拉哈米亚说，谈判每天都在通过线上方式进行，一个由律师和外交官组成的工作小组正在起草最终文件。对于乌克兰在伊斯坦布尔提出的草案，俄罗斯已经口头上接受了除克里米亚问题外的条款。乌方正在等待俄方做出书面确认。据阿拉哈米亚介绍，俄罗斯方面认为文件草案已经足够完善，工作组在为可能举行的两国总统会见准备议题。阿拉哈米亚认为乌俄两国总统的会见极有可能在土耳其伊斯坦布尔举行。目前，这一说法还没有得到俄罗斯方面的证实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619382335,"gmtCreate":1649000793256,"gmtModify":1649000793662,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"好文","listText":"好文","text":"好文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619382335","repostId":"1134933195","repostType":4,"repost":{"id":"1134933195","kind":"news","pubTimestamp":1648954119,"share":"https://www.laohu8.com/m/news/1134933195?lang=&edition=full","pubTime":"2022-04-03 10:48","market":"us","language":"zh","title":"经济日报：保障跨境监管合作安全高效","url":"https://stock-news.laohu8.com/highlight/detail?id=1134933195","media":"经济日报","summary":"市场高度关切的中概股问题，取得新进展。","content":"<html><head></head><body><p>市场高度关切的中概股问题，取得新进展。4月2日，中国证监会就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征求意见。《规定》旨在为市场主体加强境外上市相关保密和档案管理提供更加清晰、透明和可操作的指引，为开展跨境审计监管合作拓宽制度空间。</p><p>现行《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》发布于2009年。十多年来，境外上市的法规和制度环境、市场和监管格局都发生了很大变化。此次证监会会同财政部、国家保密局、国家档案局对原规定进行修订，发出三大积极信号，值得市场关注。</p><p><b>其一，以开放合作精神推动跨境上市监管合作。</b>《规定》依据中国法律法规并参照国际惯例，明确境外监管机构在中国境内进行调查取证或开展检查的应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制提供必要的协助，修改了关于“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述，为开展联合检查等形式的跨境合作提供保障。这些制度安排既符合当前跨境证券监管合作的通行做法，也为安全、高效、灵活开展跨境审计监管合作提供了制度支撑。</p><p>据介绍，证监会、财政部正在持续与美国公众公司会计监督委员会（PCAOB）进行审计监管合作磋商，总体进展顺利。《规定》从制度层面宣示了中方开放合作的立场，相信将有利于中美审计监管合作安排的最终达成和有效执行，为解决在美上市中概股监管问题迈出坚实而关键的一步。</p><p><b>其二，以清晰明确的制度支持企业落实信息管理合规义务。</b>《规定》明确企业信息安全责任，要求企业遵守国家保密和档案管理方面的法律法规，严格履行程序，避免不必要的涉密或敏感信息进入审计工作底稿，对确因审计需要进入底稿的涉密敏感信息依法依规做好全流程的记录和履行必要的程序。这体现了统筹发展和安全的要求，既要维护好企业所在地信息安全，又要适应上市地审计监管要求，为企业依法依规开展境外上市活动提供了准绳。</p><p>其实，审计工作底稿并不神秘，主要是会计师事务所验证企业收入支出等财务信息的资料，一般不会包括大量客户个人信息等企业底层数据，更不是企业“底牌”。审计与保密并不矛盾，过去个别企业的审计工作底稿包含少量涉密敏感信息，往往是执行相关法律法规不到位造成的。《规定》对企业和会计师事务所等中介机构依法依规保管和处理涉密敏感信息，作出更加细化和可执行的要求，将有助于逐步解决这些实践中的问题。《规定》重视对涉密敏感信息精准管理和避免“泛化”，支持商业信息顺畅流动，支持中介和监管机构充分履职。</p><p><b>其三，以市场化法治化作为进一步稳定市场预期。</b>《规定》是继去年底公开征求意见的《国务院关于境内企业境外发行证券和上市的管理规定》《境内企业境外发行证券和上市备案管理办法》之后，境外上市领域的又一项制度供给，将进一步提升境外上市监管的法治化水平，切实保障境外上市有规可依、有路好走。</p><p>《规定》的修订进一步表明，中国政府扩大开放的方向不会变，继续支持各类企业境外上市的态度也不会变。期待在日臻完善的制度保驾护航下，中国企业能够继续用好本土和海外两个市场实现更大发展，全球投资者能够通过投资中国企业分享更多“中国红利”。</p></body></html>","source":"lsy1597656426531","collect":0,"html":"<!DOCTYPE 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}\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经济日报：保障跨境监管合作安全高效\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-03 10:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5NjEyMzYxMg==&mid=2657616034&idx=1&sn=843e934b6a696d1cc4bbb7c8889723b1&chksm=bd72a6118a052f07482658d75ab467be561ee01d263d0118357160692709e86122d0d4a9fa30&mpshare=1&scene=23&srcid=0403GvkcrwTV7qjXUL7wBgR7&sharer_sharetime=1648945959770&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd><strong>经济日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场高度关切的中概股问题，取得新进展。4月2日，中国证监会就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征求意见。《规定》旨在为市场主体加强境外上市相关保密和档案管理提供更加清晰、透明和可操作的指引，为开展跨境审计监管合作拓宽制度空间。现行《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》发布于2009年。十多年来，境外上市的法规和制度环境、市场和监管格局都发生...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5NjEyMzYxMg==&mid=2657616034&idx=1&sn=843e934b6a696d1cc4bbb7c8889723b1&chksm=bd72a6118a052f07482658d75ab467be561ee01d263d0118357160692709e86122d0d4a9fa30&mpshare=1&scene=23&srcid=0403GvkcrwTV7qjXUL7wBgR7&sharer_sharetime=1648945959770&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6bfc2279cb18faa6043c05b0766942e8","relate_stocks":{"CQQQ":"中国科技指数ETF-Guggenheim","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5NjEyMzYxMg==&mid=2657616034&idx=1&sn=843e934b6a696d1cc4bbb7c8889723b1&chksm=bd72a6118a052f07482658d75ab467be561ee01d263d0118357160692709e86122d0d4a9fa30&mpshare=1&scene=23&srcid=0403GvkcrwTV7qjXUL7wBgR7&sharer_sharetime=1648945959770&sharer_shareid=00a55b671777cf0e253d4693000ead51%23rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134933195","content_text":"市场高度关切的中概股问题，取得新进展。4月2日，中国证监会就《关于加强境内企业境外发行证券和上市相关保密和档案管理工作的规定》公开征求意见。《规定》旨在为市场主体加强境外上市相关保密和档案管理提供更加清晰、透明和可操作的指引，为开展跨境审计监管合作拓宽制度空间。现行《关于加强在境外发行证券与上市相关保密和档案管理工作的规定》发布于2009年。十多年来，境外上市的法规和制度环境、市场和监管格局都发生了很大变化。此次证监会会同财政部、国家保密局、国家档案局对原规定进行修订，发出三大积极信号，值得市场关注。其一，以开放合作精神推动跨境上市监管合作。《规定》依据中国法律法规并参照国际惯例，明确境外监管机构在中国境内进行调查取证或开展检查的应当通过跨境监管合作机制进行，证监会或有关主管部门依据双多边合作机制提供必要的协助，修改了关于“现场检查应以我国监管机构为主进行，或者依赖我国监管机构的检查结果”的表述，为开展联合检查等形式的跨境合作提供保障。这些制度安排既符合当前跨境证券监管合作的通行做法，也为安全、高效、灵活开展跨境审计监管合作提供了制度支撑。据介绍，证监会、财政部正在持续与美国公众公司会计监督委员会（PCAOB）进行审计监管合作磋商，总体进展顺利。《规定》从制度层面宣示了中方开放合作的立场，相信将有利于中美审计监管合作安排的最终达成和有效执行，为解决在美上市中概股监管问题迈出坚实而关键的一步。其二，以清晰明确的制度支持企业落实信息管理合规义务。《规定》明确企业信息安全责任，要求企业遵守国家保密和档案管理方面的法律法规，严格履行程序，避免不必要的涉密或敏感信息进入审计工作底稿，对确因审计需要进入底稿的涉密敏感信息依法依规做好全流程的记录和履行必要的程序。这体现了统筹发展和安全的要求，既要维护好企业所在地信息安全，又要适应上市地审计监管要求，为企业依法依规开展境外上市活动提供了准绳。其实，审计工作底稿并不神秘，主要是会计师事务所验证企业收入支出等财务信息的资料，一般不会包括大量客户个人信息等企业底层数据，更不是企业“底牌”。审计与保密并不矛盾，过去个别企业的审计工作底稿包含少量涉密敏感信息，往往是执行相关法律法规不到位造成的。《规定》对企业和会计师事务所等中介机构依法依规保管和处理涉密敏感信息，作出更加细化和可执行的要求，将有助于逐步解决这些实践中的问题。《规定》重视对涉密敏感信息精准管理和避免“泛化”，支持商业信息顺畅流动，支持中介和监管机构充分履职。其三，以市场化法治化作为进一步稳定市场预期。《规定》是继去年底公开征求意见的《国务院关于境内企业境外发行证券和上市的管理规定》《境内企业境外发行证券和上市备案管理办法》之后，境外上市领域的又一项制度供给，将进一步提升境外上市监管的法治化水平，切实保障境外上市有规可依、有路好走。《规定》的修订进一步表明，中国政府扩大开放的方向不会变，继续支持各类企业境外上市的态度也不会变。期待在日臻完善的制度保驾护航下，中国企业能够继续用好本土和海外两个市场实现更大发展，全球投资者能够通过投资中国企业分享更多“中国红利”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635575176,"gmtCreate":1647159795991,"gmtModify":1647159796366,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635575176","repostId":"2218944245","repostType":4,"repost":{"id":"2218944245","kind":"highlight","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":1647033773,"share":"https://www.laohu8.com/m/news/2218944245?lang=&edition=full","pubTime":"2022-03-12 05:22","market":"us","language":"en","title":"Wall Street Slumps in Broad Swoon to End Bumpy Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2218944245","media":"Reuters","summary":"March 11 (Reuters) - Major U.S. stock indexes stumbled on Friday as tech and growth shares led a bro","content":"<html><head></head><body><p>March 11 (Reuters) - Major U.S. stock indexes stumbled on Friday as tech and growth shares led a broad decline and investors worried about the conflict in Ukraine while attention turned to the Federal Reserve&#39;s policy meeting next week.</p><p>At the end of a volatile week, indexes had opened higher after Russian President Vladimir Putin said there were &#34;certain positive shifts&#34; in talks with Ukraine, without providing any details, but stocks then faded during the session.</p><p>All 11 S&amp;P 500 sectors ended down, with communication services    falling 1.9% and technology    dropping 1.8%.</p><p>“After we saw a bounce in the middle of the week, there is still too much uncertainty out there,” said Matt Maley, chief market strategist at Miller Tabak. &#34;The market has had a tough couple of Mondays so I think the short-term players want to take some chips off the table.&#34;</p><p>The Dow Jones Industrial Average    fell 229.88 points, or 0.69%, to 32,944.19, the S&amp;P 500    lost 55.21 points, or 1.30%, to 4,204.31 and the Nasdaq Composite    dropped 286.15 points, or 2.18%, to 12,843.81.</p><p>The benchmark S&amp;P 500 fell 2.9% for the week, and logged its second straight weekly decline. The Dow fell for a fifth straight week.</p><p>On Friday, declines in shares of megacap growth companies such as Apple Inc    and Tesla Inc    dragged on the S&amp;P 500. Apple fell 2.4% while Tesla dropped 5.1%.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>    shares fell 3.9% as Russia opened a criminal case against the Facebook parent after the social network changed its hate speech rules to allow users to call for &#34;death to the Russian invaders&#34; in the context of the war with Ukraine.</p><p>President Volodymyr Zelenskiy said Ukraine had reached a &#34;strategic turning point&#34; in the conflict with Russia, but Russian forces bombarded cities across the country and appeared to be regrouping for a possible assault on the capital Kyiv.</p><p>Regarding developments in the Ukraine crisis, “you just don’t know what you are going to see so there’s no reason to go into the weekend with a risk-on attitude,” said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>Growth stocks also came under pressure as the U.S. 10-year Treasury yield    hovered near 2%.</p><p>Stocks have struggled this year as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Fed is expected to tighten monetary policy this year to fight inflation. The S&amp;P 500 is down 11.8% in 2022.</p><p>The U.S. central bank is expected to raise rates at its March 15-16 meeting.</p><p>A survey showed U.S. consumer sentiment fell more than expected in early March as gasoline prices surged to a record high in the aftermath of Russia&#39;s war against Ukraine.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 2.54-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 13 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 36 new highs and 274 new lows.</p><p>About 13 billion shares changed hands in U.S. exchanges, compared with the 13.6 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Slumps in Broad Swoon to End Bumpy Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Slumps in Broad Swoon to End Bumpy Week\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\">2022-03-12 05:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 11 (Reuters) - Major U.S. stock indexes stumbled on Friday as tech and growth shares led a broad decline and investors worried about the conflict in Ukraine while attention turned to the Federal Reserve&#39;s policy meeting next week.</p><p>At the end of a volatile week, indexes had opened higher after Russian President Vladimir Putin said there were &#34;certain positive shifts&#34; in talks with Ukraine, without providing any details, but stocks then faded during the session.</p><p>All 11 S&amp;P 500 sectors ended down, with communication services    falling 1.9% and technology    dropping 1.8%.</p><p>“After we saw a bounce in the middle of the week, there is still too much uncertainty out there,” said Matt Maley, chief market strategist at Miller Tabak. &#34;The market has had a tough couple of Mondays so I think the short-term players want to take some chips off the table.&#34;</p><p>The Dow Jones Industrial Average    fell 229.88 points, or 0.69%, to 32,944.19, the S&amp;P 500    lost 55.21 points, or 1.30%, to 4,204.31 and the Nasdaq Composite    dropped 286.15 points, or 2.18%, to 12,843.81.</p><p>The benchmark S&amp;P 500 fell 2.9% for the week, and logged its second straight weekly decline. The Dow fell for a fifth straight week.</p><p>On Friday, declines in shares of megacap growth companies such as Apple Inc    and Tesla Inc    dragged on the S&amp;P 500. Apple fell 2.4% while Tesla dropped 5.1%.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>    shares fell 3.9% as Russia opened a criminal case against the Facebook parent after the social network changed its hate speech rules to allow users to call for &#34;death to the Russian invaders&#34; in the context of the war with Ukraine.</p><p>President Volodymyr Zelenskiy said Ukraine had reached a &#34;strategic turning point&#34; in the conflict with Russia, but Russian forces bombarded cities across the country and appeared to be regrouping for a possible assault on the capital Kyiv.</p><p>Regarding developments in the Ukraine crisis, “you just don’t know what you are going to see so there’s no reason to go into the weekend with a risk-on attitude,” said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.</p><p>Growth stocks also came under pressure as the U.S. 10-year Treasury yield    hovered near 2%.</p><p>Stocks have struggled this year as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Fed is expected to tighten monetary policy this year to fight inflation. The S&amp;P 500 is down 11.8% in 2022.</p><p>The U.S. central bank is expected to raise rates at its March 15-16 meeting.</p><p>A survey showed U.S. consumer sentiment fell more than expected in early March as gasoline prices surged to a record high in the aftermath of Russia&#39;s war against Ukraine.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 2.54-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 13 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 36 new highs and 274 new lows.</p><p>About 13 billion shares changed hands in U.S. exchanges, compared with the 13.6 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","QQQ":"纳指100ETF","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","SH":"标普500反向ETF",".DJI":"道琼斯","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","BK4534":"瑞士信贷持仓","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218944245","content_text":"March 11 (Reuters) - Major U.S. stock indexes stumbled on Friday as tech and growth shares led a broad decline and investors worried about the conflict in Ukraine while attention turned to the Federal Reserve's policy meeting next week.At the end of a volatile week, indexes had opened higher after Russian President Vladimir Putin said there were \"certain positive shifts\" in talks with Ukraine, without providing any details, but stocks then faded during the session.All 11 S&P 500 sectors ended down, with communication services    falling 1.9% and technology    dropping 1.8%.“After we saw a bounce in the middle of the week, there is still too much uncertainty out there,” said Matt Maley, chief market strategist at Miller Tabak. \"The market has had a tough couple of Mondays so I think the short-term players want to take some chips off the table.\"The Dow Jones Industrial Average    fell 229.88 points, or 0.69%, to 32,944.19, the S&P 500    lost 55.21 points, or 1.30%, to 4,204.31 and the Nasdaq Composite    dropped 286.15 points, or 2.18%, to 12,843.81.The benchmark S&P 500 fell 2.9% for the week, and logged its second straight weekly decline. The Dow fell for a fifth straight week.On Friday, declines in shares of megacap growth companies such as Apple Inc    and Tesla Inc    dragged on the S&P 500. Apple fell 2.4% while Tesla dropped 5.1%.Meta Platforms    shares fell 3.9% as Russia opened a criminal case against the Facebook parent after the social network changed its hate speech rules to allow users to call for \"death to the Russian invaders\" in the context of the war with Ukraine.President Volodymyr Zelenskiy said Ukraine had reached a \"strategic turning point\" in the conflict with Russia, but Russian forces bombarded cities across the country and appeared to be regrouping for a possible assault on the capital Kyiv.Regarding developments in the Ukraine crisis, “you just don’t know what you are going to see so there’s no reason to go into the weekend with a risk-on attitude,” said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia.Growth stocks also came under pressure as the U.S. 10-year Treasury yield    hovered near 2%.Stocks have struggled this year as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Fed is expected to tighten monetary policy this year to fight inflation. The S&P 500 is down 11.8% in 2022.The U.S. central bank is expected to raise rates at its March 15-16 meeting.A survey showed U.S. consumer sentiment fell more than expected in early March as gasoline prices surged to a record high in the aftermath of Russia's war against Ukraine.Declining issues outnumbered advancing ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 2.54-to-1 ratio favored decliners.The S&P 500 posted 13 new 52-week highs and 16 new lows; the Nasdaq Composite recorded 36 new highs and 274 new lows.About 13 billion shares changed hands in U.S. exchanges, compared with the 13.6 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635881573,"gmtCreate":1646926238413,"gmtModify":1646926238869,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"好文分享","listText":"好文分享","text":"好文分享","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635881573","repostId":"635978053","repostType":1,"repost":{"id":635978053,"gmtCreate":1646816801256,"gmtModify":1646838980226,"author":{"id":"3582524673862453","authorId":"3582524673862453","name":"库巴财经","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582524673862453","authorIdStr":"3582524673862453"},"themes":[],"title":"暴跌之后，最容易出现10倍股的地方，是这三个领域！","htmlText":"暴跌之后最容易出现10倍股的领域，既不是受战争影响频频创新高的黄金，也不是冲破130美金的石油，而是这三种重要的战略贵金属。尤其是最后一种，尝尝被大家忽略，但极有可能诞生出下一个10倍股。到底是哪三种呢？废话不多说，上干货。第一种，金属镍，全球四分之一的镍矿大多都是在俄罗斯，作为高镍电池的原材料，镍矿已经成为继锂矿之后又一个爆发的品种，如果的俄罗斯的镍矿出口被遏制，那全球的镍库存将迎来一波短缺潮，A股中拥有镍资源的公司包括了青岛中程，盛达资源等。第二种，金属铝，俄罗斯铝土矿储存超过了4亿吨，因为边缘争端的升级，目前已经有85万吨的电解铝产能受到了影响，一旦美国再度实施制裁，金属铝将面临着极大的短缺，A股中相关的铝企业有云铝股份，中国铝业等。第三种，金属钯，世界上最稀有的贵金属之一，世界上只有俄罗斯和南非等少数国家出产，全球45.6%的钯金全都是靠俄罗斯供应，年产量还不到黄金的8%，而钯金正巧是半导体供应中关键的原材料，在全球缺芯的背影下，对钯金的需求极有可能达到前所未有的高度，而A股中正宗的钯金公司仅有一家，它就是西部材料。该公司近期不仅被机构扎堆买入，还被外资和社保基金扫货了1.7亿股，股价也是频频出现异动，它会成为下一个10倍股吗？<a target=\"_blank\" href=\"https://laohu8.com/S/300208\">$青岛中程(300208)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/000807\">$云铝股份(000807)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002149\">$西部材料(002149)$</a>&nbsp;","listText":"暴跌之后最容易出现10倍股的领域，既不是受战争影响频频创新高的黄金，也不是冲破130美金的石油，而是这三种重要的战略贵金属。尤其是最后一种，尝尝被大家忽略，但极有可能诞生出下一个10倍股。到底是哪三种呢？废话不多说，上干货。第一种，金属镍，全球四分之一的镍矿大多都是在俄罗斯，作为高镍电池的原材料，镍矿已经成为继锂矿之后又一个爆发的品种，如果的俄罗斯的镍矿出口被遏制，那全球的镍库存将迎来一波短缺潮，A股中拥有镍资源的公司包括了青岛中程，盛达资源等。第二种，金属铝，俄罗斯铝土矿储存超过了4亿吨，因为边缘争端的升级，目前已经有85万吨的电解铝产能受到了影响，一旦美国再度实施制裁，金属铝将面临着极大的短缺，A股中相关的铝企业有云铝股份，中国铝业等。第三种，金属钯，世界上最稀有的贵金属之一，世界上只有俄罗斯和南非等少数国家出产，全球45.6%的钯金全都是靠俄罗斯供应，年产量还不到黄金的8%，而钯金正巧是半导体供应中关键的原材料，在全球缺芯的背影下，对钯金的需求极有可能达到前所未有的高度，而A股中正宗的钯金公司仅有一家，它就是西部材料。该公司近期不仅被机构扎堆买入，还被外资和社保基金扫货了1.7亿股，股价也是频频出现异动，它会成为下一个10倍股吗？<a target=\"_blank\" href=\"https://laohu8.com/S/300208\">$青岛中程(300208)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/000807\">$云铝股份(000807)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002149\">$西部材料(002149)$</a>&nbsp;","text":"暴跌之后最容易出现10倍股的领域，既不是受战争影响频频创新高的黄金，也不是冲破130美金的石油，而是这三种重要的战略贵金属。尤其是最后一种，尝尝被大家忽略，但极有可能诞生出下一个10倍股。到底是哪三种呢？废话不多说，上干货。第一种，金属镍，全球四分之一的镍矿大多都是在俄罗斯，作为高镍电池的原材料，镍矿已经成为继锂矿之后又一个爆发的品种，如果的俄罗斯的镍矿出口被遏制，那全球的镍库存将迎来一波短缺潮，A股中拥有镍资源的公司包括了青岛中程，盛达资源等。第二种，金属铝，俄罗斯铝土矿储存超过了4亿吨，因为边缘争端的升级，目前已经有85万吨的电解铝产能受到了影响，一旦美国再度实施制裁，金属铝将面临着极大的短缺，A股中相关的铝企业有云铝股份，中国铝业等。第三种，金属钯，世界上最稀有的贵金属之一，世界上只有俄罗斯和南非等少数国家出产，全球45.6%的钯金全都是靠俄罗斯供应，年产量还不到黄金的8%，而钯金正巧是半导体供应中关键的原材料，在全球缺芯的背影下，对钯金的需求极有可能达到前所未有的高度，而A股中正宗的钯金公司仅有一家，它就是西部材料。该公司近期不仅被机构扎堆买入，还被外资和社保基金扫货了1.7亿股，股价也是频频出现异动，它会成为下一个10倍股吗？$青岛中程(300208)$ $云铝股份(000807)$ $西部材料(002149)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635978053","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632923294,"gmtCreate":1646207340558,"gmtModify":1646207340855,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632923294","repostId":"1178202249","repostType":4,"repost":{"id":"1178202249","kind":"news","pubTimestamp":1646191263,"share":"https://www.laohu8.com/m/news/1178202249?lang=&edition=full","pubTime":"2022-03-02 11:21","market":"other","language":"zh","title":"韩国散户“中毒”背后，多少人看到了自己的影子","url":"https://stock-news.laohu8.com/highlight/detail?id=1178202249","media":"格隆汇","summary":"前车之鉴，后车之师。","content":"<html><head></head><body><p>自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。</p><p>同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。</p><p>毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。</p><p><img src=\"https://static.tigerbbs.com/0ba395a845adef322273d5fb509f603e\" tg-width=\"864\" tg-height=\"545\" referrerpolicy=\"no-referrer\"/></p><p>糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为赚取本金去打工的越来越多。</p><p>上班族也无心工作，有的拿出七八成薪水投进股市，借贷投资的，更不在少数。</p><p>直到因为投资股票，导致工作频频出错，与周围的人关系不和后，人们才意识到问题的严重性，甚至不得不去求医问诊。</p><p>当地媒体，把这些症状形容为“股票中毒”。</p><p>韩国赌博问题管理中心透露，去年共接到“股票中毒”相关咨询案件超过1600件，比疫情前的2019年增加近2倍。</p><p>症状多以沉迷短线操作、不看行情就出现不安等等。</p><p>以上这些，看起来有些好笑，我们平时调侃A股股民时，也常常看到类似的段子。</p><p>但细看背后种种，并不好笑。</p><p><b>01艰难反抗</b></p><p>首尔的马坡大桥，又称“死亡之桥”，韩国最臭名昭著的自杀地点，有超过800人从这里跳河自杀。</p><p><img src=\"https://static.tigerbbs.com/325d4a6c3066a1934826ab47c6faa228\" tg-width=\"655\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>他们为何轻生？</p><p><b>因为沉重的债务。</b></p><p>隐形的债务如跗骨之蛆，挥之不去，如影随形，慢慢吞噬他们的精神和自我。</p><p>著名杂志《外交政策》曾发表过一篇文章，题目是“韩国不再是年轻人的国家”，副标题是“《鱿鱼游戏》描绘了一幅绝望的风景”。</p><p>《鱿鱼游戏》是韩国继奥斯卡最佳影片《寄生虫》后，又一部蜚声海外的作品，可没有人为此而高兴。</p><p>因为在这部剧中，每个韩国人似乎都看到了自己的影子。</p><p><img src=\"https://static.tigerbbs.com/ddd92497afdce90e21d2f9b9a1c2cc23\" tg-width=\"1078\" tg-height=\"504\" referrerpolicy=\"no-referrer\"/></p><p><b>在国际经济体系中，韩国被称为“金丝雀”，美丽又脆弱。</b></p><p>全球经济的任何动荡，这里都会迅速作出反应。</p><p>美国大放水，身为小弟的韩国，自然紧随其后。自欧债危机起，2016年，韩国央行就把基准利率从3.25%降到1.25%；到2020年，更是降低到0.5%。</p><p><b>股市和楼市节节攀升，一个又一个资本泡沫被制造出来。</b></p><p>比如，2017年，首尔公寓的均价还是6.06亿韩元，但到了2021年，已经超过12亿韩元，涨幅过半。</p><p>而且上涨的趋势，根本看不出会有所缓和。</p><p><img src=\"https://static.tigerbbs.com/8bcee64889a8491e7af30d2200e79d19\" tg-width=\"855\" tg-height=\"564\" referrerpolicy=\"no-referrer\"/></p><p>尽管文在寅政府一直在努力抑制房价，陆续推出28项调控措施，意图通过税金来控制房价。</p><p>然而，韩国是私有土地制，大部分土地都在财阀手中，前5%的有钱人掌握着全国83%的房产，用赚取的租金和利息极低的贷款，再去买更多房产。</p><p>进一步推动房价上涨。</p><p>即便加息，这种情况也很难好转。</p><p>因为政府早已负债累累，没有能力，更没有财力与财阀讨价还价，拿回土地。</p><p><img src=\"https://static.tigerbbs.com/a32d5f1c3c7c1924fb0d6f46e910d5e4\" tg-width=\"855\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p>政府的一系列举措，非但没有实现“创造一个更加公平的社会环境”的承诺反而让那些耗尽毕生积蓄并借贷大量钱财买房的人，还要继续支付高昂的税金，从而背负更多债务。</p><p>贫富差距进一步拉大。</p><p>到现在，这列脱轨的列车，凭人力已经很难制止。</p><p>韩国是亚洲第四大经济体，仅次于中国、日本、印度。看似辉煌，但其国内家庭债务与GDP之比，同样冠绝亚洲。</p><p>据韩国央行统计，到去年底，韩国家庭欠银行与其他金融机构共1862.1万亿韩元，创历史新高，比2020年上涨10.3%。</p><p>与收入相比，债务的增长速度要快得多。</p><p>也许很多人都知道，韩国民间广泛流传着“汤匙阶级论”。这套理论的背后，是严重的阶级固化现状。</p><p>并且，未来似乎更加灰暗。</p><p><img src=\"https://static.tigerbbs.com/67beb185918353122e0a0fec38795b7e\" tg-width=\"511\" tg-height=\"269\" referrerpolicy=\"no-referrer\"/></p><p>根据韩国开发研究院的调研，近十年社会中上流、中产、贫穷三层阶级的对比，中产不断减少，贫困人群持续扩大。</p><p>而想要让自己或者子女的阶级上升，在读书、就业上获得更多机会，在首尔买房是首选。但对大多数人来说，这个梦想，渐渐成为幻想。</p><p>朴槿惠在任时期，普通韩国家庭平均攒够11年钱就可以在首尔买房，但随着最近几年房价和税金的螺旋上升，这个时间周期延长到了14年。</p><p>《鱿鱼游戏》里，所有参赛者都拿命在赌，希冀自己能成为最终的哪个幸运儿。</p><p><b>现实中也一样，残酷的“汤匙阶级论”，让所有处在底层的人窒息。</b></p><p>这也是为什么，韩国年轻人们如此醉心于投资数字货币和股票。只有这样，他们才有概率实现财富飞跃，才可能买得起房，才能摆脱“土汤匙”阶层。</p><p>虽然这个概率很小，但总归有些许希望。</p><p>对长期饥饿的人来说，乌托邦是一个遍地美食的地方。生活的意义就是填饱肚子，哲学、爱、自由，此刻都是无用的奢侈品。</p><p><b>02靠赌翻盘</b></p><p>前几年，国内P2P盛行，年轻人之间超前消费的趋势直线上升。更有不少没有收入的大学生，被诱惑借贷，引发一桩桩悲剧。</p><p>他们借钱干什么？或是旅行，或是购物，基本逃不过吃喝玩乐。</p><p>韩国年轻人的贷款之风，比之更甚。但他们之中的许多人，并不是要拿这笔钱去享乐。</p><p><img src=\"https://static.tigerbbs.com/574c65468395ab1f27105129914b80ae\" tg-width=\"858\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p>韩国人是发达国家组成的经合组织中，受教育程度最高的群体，有四分之三人在高中毕业后继续上大学。</p><p>但在去年上半年，韩国20-29岁的失业率高达25.4%，超过四分之一，这是有史以来的最差水平。</p><p>一方面，韩国有400多万65岁以上的老人还在打拼，另一方面，还有300多万青年处于长期失业状态，在家中啃老。</p><p>这是全世界内卷最严重的国家。</p><p><b>当一个人，不可能考上名校，不可能进入名企，不可能靠微薄的薪水翻身。这个时候，他只有选择赌。</b></p><p><b>炒房无疑是最好的途径。</b>目前，靠着低利率，韩国年轻人中贷款购买公寓的比例，已经创纪录达到42%。</p><p>但炒房毕竟需要大量原始资金，并不是所有人都能负担得起。</p><p>再加上，政府不断提高税金限制炒房，大部分人一夜暴富的梦想，几乎都成为泡影。</p><p>那就只能找其他路子。</p><p>疫情期间，大量韩国新手投资者，用从礼物、玩具交易和自动贩卖机中获得的资金，开始追求蓝筹股的“价值投资”，引领散户投资迅速增长。</p><p>尤其是在全球大放水的背景下，韩国央行也大大调低了贷款利率，这更加剧了年轻人的借贷投资心理。</p><p>用自己微博的积蓄，用父母的积蓄，还不够，就去借贷。</p><p>据调查，在20-30岁的年轻人中，有80%涉及股票、基金、加密货币相关投资。</p><p>今天，年轻的散户投资者，已经占韩国股票交易总额的三分之二以上。而在2019年，这一比例还不到50%。</p><p>与此同时，2021年上半年，因为很容易就能获得低息贷款额度，从10多岁的小孩，到30多岁的大龄青年，韩国年轻人共从证券公司借走38万亿韩元，用于股票投资。</p><p>2020年，韩国20-30岁年轻人的总债务为8万亿韩元，抵押贷款在一年内从28亿美元飙升至160亿美元，部分人的债务总额占年收入的270%。</p><p><b>而在年轻人的失业率已经超过四分之一的环境下，2021年的债务数据，只会更糟糕。</b></p><p>面对难以偿还的债务，大部分无法通过正常途径贷款的人（失业者、学生），只能求助高利贷。</p><p>这背后，隐藏着多少悲惨故事，不难想象。</p><p>与资本相对雄厚的中老年人比，年轻人投资者的生活，更容易受到资本市场波动的影响。</p><p>他们已经因为投资，背负了太多债务。现在韩国股市看似还算繁荣，但因为各种宏观因素，已经不复过去两年的大好势头。</p><p>一旦出现颓势，导致债务无法还上，后果是灾难性的。</p><p><b>这个不是未来，而是正在发生的事情。</b></p><p>如今，韩国的年轻人，已是破产人数增长最快的人群。</p><p><img src=\"https://static.tigerbbs.com/3fb9e06fbe1e1915d6c2612934bbe0de\" tg-width=\"858\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>韩国国内，曾把80、90后成为“MZ世代”，意为在经济高速发展时代中，最有消费实力的群体。</p><p>这批人自己却不这么想，自嘲为“三抛世代”：放弃恋爱、结婚、生育。</p><p>甚至到现在，还出现了“N抛世代”一说：除了生命，一切都能抛弃。</p><p>包括尊严。</p><p>如果肩负未来的年轻人，真的都变成这副模样，这个国家的未来可想而知。</p><p><b>03尾声</b></p><p>前车之鉴，后车之师。</p><p>韩国发生的种种，对我们也是一种警示。</p><p><b>A股股民已经有2亿，是韩国的四倍以上，“中毒”者应该也不在少数。</b></p><p>其中，倾家荡产，甚至妻离子散，乃至丢了小命者，并不是没有。</p><p>并不是股市本身有多大吸引力，而是人性使然。上班赚一万，与炒股赚一万，感受完全不同。</p><p>但是，几乎没有人能一直赚钱，不要幻想自己是二八原则中的“二”，更不要想单靠炒股发家致富，成功的几率几乎是0。</p><p>世上没有免费的午餐，这句话不是凭空而来的。</p><p>巴菲特曾经说：大多数人在别人也感兴趣的时候买入股票，实际上最好的买入时机是别人不感兴趣的时候，买热门股不会有好成绩的。</p><p>当然，也不是让你买超级冷门股，A股市场永远是具备前瞻性眼光的人才能把握先机。</p><p>股市就是这样一个地方，确实有人在里面实现了财富自由，但以这个作为目标的人，却往往无法到达终点。</p><p>这地方美极了，似仙也是仙，似魔也是魔，似天堂也是天堂，似地狱也是地狱。</p><p>变幻无常。</p></body></html>","source":"gelonghui_highlight","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>韩国散户“中毒”背后，多少人看到了自己的影子</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韩国散户“中毒”背后，多少人看到了自己的影子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-02 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/512433><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为...</p>\n\n<a href=\"https://www.gelonghui.com/p/512433\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd47d3f5a755f4c502f92271d7fbbabd","relate_stocks":{"EWY":"韩国ETF-iShares MSCI"},"source_url":"https://www.gelonghui.com/p/512433","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1178202249","content_text":"自疫情爆发之初，韩国触底后迅速反弹，并持续走高，眼热的民众纷纷涌入市场。同时，由于韩国允许一人多户，到今年2月，韩国股市活跃的账户已经超过6000万个，约为全国人口的1.16倍。毕竟，与高涨的股票对比，韩国的工资水平却停滞不前，失业率居高不下。加之愈发严重的通胀，股市成为大部分年轻人快速积累财富的主要寄托。糟糕的就业环境，使得大学生们不得不加入炒股行列，希望凭此获得收入。许多人甚至出现厌学情绪，为赚取本金去打工的越来越多。上班族也无心工作，有的拿出七八成薪水投进股市，借贷投资的，更不在少数。直到因为投资股票，导致工作频频出错，与周围的人关系不和后，人们才意识到问题的严重性，甚至不得不去求医问诊。当地媒体，把这些症状形容为“股票中毒”。韩国赌博问题管理中心透露，去年共接到“股票中毒”相关咨询案件超过1600件，比疫情前的2019年增加近2倍。症状多以沉迷短线操作、不看行情就出现不安等等。以上这些，看起来有些好笑，我们平时调侃A股股民时，也常常看到类似的段子。但细看背后种种，并不好笑。01艰难反抗首尔的马坡大桥，又称“死亡之桥”，韩国最臭名昭著的自杀地点，有超过800人从这里跳河自杀。他们为何轻生？因为沉重的债务。隐形的债务如跗骨之蛆，挥之不去，如影随形，慢慢吞噬他们的精神和自我。著名杂志《外交政策》曾发表过一篇文章，题目是“韩国不再是年轻人的国家”，副标题是“《鱿鱼游戏》描绘了一幅绝望的风景”。《鱿鱼游戏》是韩国继奥斯卡最佳影片《寄生虫》后，又一部蜚声海外的作品，可没有人为此而高兴。因为在这部剧中，每个韩国人似乎都看到了自己的影子。在国际经济体系中，韩国被称为“金丝雀”，美丽又脆弱。全球经济的任何动荡，这里都会迅速作出反应。美国大放水，身为小弟的韩国，自然紧随其后。自欧债危机起，2016年，韩国央行就把基准利率从3.25%降到1.25%；到2020年，更是降低到0.5%。股市和楼市节节攀升，一个又一个资本泡沫被制造出来。比如，2017年，首尔公寓的均价还是6.06亿韩元，但到了2021年，已经超过12亿韩元，涨幅过半。而且上涨的趋势，根本看不出会有所缓和。尽管文在寅政府一直在努力抑制房价，陆续推出28项调控措施，意图通过税金来控制房价。然而，韩国是私有土地制，大部分土地都在财阀手中，前5%的有钱人掌握着全国83%的房产，用赚取的租金和利息极低的贷款，再去买更多房产。进一步推动房价上涨。即便加息，这种情况也很难好转。因为政府早已负债累累，没有能力，更没有财力与财阀讨价还价，拿回土地。政府的一系列举措，非但没有实现“创造一个更加公平的社会环境”的承诺反而让那些耗尽毕生积蓄并借贷大量钱财买房的人，还要继续支付高昂的税金，从而背负更多债务。贫富差距进一步拉大。到现在，这列脱轨的列车，凭人力已经很难制止。韩国是亚洲第四大经济体，仅次于中国、日本、印度。看似辉煌，但其国内家庭债务与GDP之比，同样冠绝亚洲。据韩国央行统计，到去年底，韩国家庭欠银行与其他金融机构共1862.1万亿韩元，创历史新高，比2020年上涨10.3%。与收入相比，债务的增长速度要快得多。也许很多人都知道，韩国民间广泛流传着“汤匙阶级论”。这套理论的背后，是严重的阶级固化现状。并且，未来似乎更加灰暗。根据韩国开发研究院的调研，近十年社会中上流、中产、贫穷三层阶级的对比，中产不断减少，贫困人群持续扩大。而想要让自己或者子女的阶级上升，在读书、就业上获得更多机会，在首尔买房是首选。但对大多数人来说，这个梦想，渐渐成为幻想。朴槿惠在任时期，普通韩国家庭平均攒够11年钱就可以在首尔买房，但随着最近几年房价和税金的螺旋上升，这个时间周期延长到了14年。《鱿鱼游戏》里，所有参赛者都拿命在赌，希冀自己能成为最终的哪个幸运儿。现实中也一样，残酷的“汤匙阶级论”，让所有处在底层的人窒息。这也是为什么，韩国年轻人们如此醉心于投资数字货币和股票。只有这样，他们才有概率实现财富飞跃，才可能买得起房，才能摆脱“土汤匙”阶层。虽然这个概率很小，但总归有些许希望。对长期饥饿的人来说，乌托邦是一个遍地美食的地方。生活的意义就是填饱肚子，哲学、爱、自由，此刻都是无用的奢侈品。02靠赌翻盘前几年，国内P2P盛行，年轻人之间超前消费的趋势直线上升。更有不少没有收入的大学生，被诱惑借贷，引发一桩桩悲剧。他们借钱干什么？或是旅行，或是购物，基本逃不过吃喝玩乐。韩国年轻人的贷款之风，比之更甚。但他们之中的许多人，并不是要拿这笔钱去享乐。韩国人是发达国家组成的经合组织中，受教育程度最高的群体，有四分之三人在高中毕业后继续上大学。但在去年上半年，韩国20-29岁的失业率高达25.4%，超过四分之一，这是有史以来的最差水平。一方面，韩国有400多万65岁以上的老人还在打拼，另一方面，还有300多万青年处于长期失业状态，在家中啃老。这是全世界内卷最严重的国家。当一个人，不可能考上名校，不可能进入名企，不可能靠微薄的薪水翻身。这个时候，他只有选择赌。炒房无疑是最好的途径。目前，靠着低利率，韩国年轻人中贷款购买公寓的比例，已经创纪录达到42%。但炒房毕竟需要大量原始资金，并不是所有人都能负担得起。再加上，政府不断提高税金限制炒房，大部分人一夜暴富的梦想，几乎都成为泡影。那就只能找其他路子。疫情期间，大量韩国新手投资者，用从礼物、玩具交易和自动贩卖机中获得的资金，开始追求蓝筹股的“价值投资”，引领散户投资迅速增长。尤其是在全球大放水的背景下，韩国央行也大大调低了贷款利率，这更加剧了年轻人的借贷投资心理。用自己微博的积蓄，用父母的积蓄，还不够，就去借贷。据调查，在20-30岁的年轻人中，有80%涉及股票、基金、加密货币相关投资。今天，年轻的散户投资者，已经占韩国股票交易总额的三分之二以上。而在2019年，这一比例还不到50%。与此同时，2021年上半年，因为很容易就能获得低息贷款额度，从10多岁的小孩，到30多岁的大龄青年，韩国年轻人共从证券公司借走38万亿韩元，用于股票投资。2020年，韩国20-30岁年轻人的总债务为8万亿韩元，抵押贷款在一年内从28亿美元飙升至160亿美元，部分人的债务总额占年收入的270%。而在年轻人的失业率已经超过四分之一的环境下，2021年的债务数据，只会更糟糕。面对难以偿还的债务，大部分无法通过正常途径贷款的人（失业者、学生），只能求助高利贷。这背后，隐藏着多少悲惨故事，不难想象。与资本相对雄厚的中老年人比，年轻人投资者的生活，更容易受到资本市场波动的影响。他们已经因为投资，背负了太多债务。现在韩国股市看似还算繁荣，但因为各种宏观因素，已经不复过去两年的大好势头。一旦出现颓势，导致债务无法还上，后果是灾难性的。这个不是未来，而是正在发生的事情。如今，韩国的年轻人，已是破产人数增长最快的人群。韩国国内，曾把80、90后成为“MZ世代”，意为在经济高速发展时代中，最有消费实力的群体。这批人自己却不这么想，自嘲为“三抛世代”：放弃恋爱、结婚、生育。甚至到现在，还出现了“N抛世代”一说：除了生命，一切都能抛弃。包括尊严。如果肩负未来的年轻人，真的都变成这副模样，这个国家的未来可想而知。03尾声前车之鉴，后车之师。韩国发生的种种，对我们也是一种警示。A股股民已经有2亿，是韩国的四倍以上，“中毒”者应该也不在少数。其中，倾家荡产，甚至妻离子散，乃至丢了小命者，并不是没有。并不是股市本身有多大吸引力，而是人性使然。上班赚一万，与炒股赚一万，感受完全不同。但是，几乎没有人能一直赚钱，不要幻想自己是二八原则中的“二”，更不要想单靠炒股发家致富，成功的几率几乎是0。世上没有免费的午餐，这句话不是凭空而来的。巴菲特曾经说：大多数人在别人也感兴趣的时候买入股票，实际上最好的买入时机是别人不感兴趣的时候，买热门股不会有好成绩的。当然，也不是让你买超级冷门股，A股市场永远是具备前瞻性眼光的人才能把握先机。股市就是这样一个地方，确实有人在里面实现了财富自由，但以这个作为目标的人，却往往无法到达终点。这地方美极了，似仙也是仙，似魔也是魔，似天堂也是天堂，似地狱也是地狱。变幻无常。","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631108503,"gmtCreate":1644507175516,"gmtModify":1644507175807,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631108503","repostId":"2210593296","repostType":4,"repost":{"id":"2210593296","kind":"highlight","pubTimestamp":1644506662,"share":"https://www.laohu8.com/m/news/2210593296?lang=&edition=full","pubTime":"2022-02-10 23:24","market":"us","language":"en","title":"3 Stocks That Crashed More Than 20% in January and Are Great Buys Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2210593296","media":"Motley Fool","summary":"Their long-term potential is too attractive to be discounted because of their performances last month.","content":"<html><head></head><body><p>Anytime there&#39;s a steep sell-off in the stock market it creates some buying opportunities. The challenge can be sorting out which stocks are likely to continue falling versus those that are likely to bounce back. But if you&#39;re looking at the long term, it may not be difficult to find some promising gems out there.</p><p>Last month, the <b>S&amp;P 500</b> had its worst month since the start of the pandemic, falling by more than 5%. <b>Trulieve Cannabis </b>(OTC:TCNNF), <b>Western Digital </b>(NASDAQ:WDC), and <b>Upstart Holdings </b>(NASDAQ:UPST) performed even worse, declining by more than 20%. Here&#39;s why, despite their rough starts to the year, they could make for terrific buys today.</p><p><img src=\"https://static.tigerbbs.com/f94e1247acad42c21ee75869932e8f10\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>1. Trulieve Cannabis</h2><p>Shares of pot producer Trulieve Cannabis sank 24% in January. The decline sent the stock to lows not seen since October 2020. A big reason why the stock looks to be a solid buy right now, however, is that it and rival <b>Curaleaf Holdings</b> are the top companies in the cannabis industry.</p><p>Last year, Trulieve acquired Arizona-based producer Harvest Health &amp; Recreation, and together, for the three-month period ending Sept. 30, 2021, they combined for revenue of $316 million and an adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) profit of $121 million. Curaleaf, by comparison, reported sales of just over $317 million for the same period, but its adjusted EBITDA was much lower at $71 million.</p><p>Curaleaf trades at a higher premium, with a price-to-sales multiple of 4.6 versus just 3.6 for Trulieve. It&#39;s a modest difference, but you could argue that a stronger bottom line from Trulieve should garner a better multiple. The business is now more diverse with Harvest Health in the mix, and better earnings could set the company up for more acquisitions to take advantage of the fast-growing cannabis industry. Analysts from Markets and Markets expect the industry as a whole will grow at a compounded annual growth rate (CAGR) of 28% until 2026, when it may be worth more than $90 billion globally.</p><p>Trulieve is a promising stock to own after an abysmal January, and could be a diamond in the rough for investors willing to buy and hold.</p><h2>2. Western Digital</h2><p>Western Digital stock had a slightly better January than Trulieve, but it too fell by a relatively steep 21%. It&#39;s a surprising performance given that the company&#39;s second-quarter earnings, which it released on Jan. 27, looked strong. Sales of $4.8 billion for the period ending Dec. 31, 2021 were up 23% year-over-year, and its cloud business generated revenue growth of 89%. The company notes that it achieved this while dealing with supply chain disruptions.</p><p>The future is undoubtedly in the cloud, and Western Digital and its portable drives and technology make it easy for people to work from home and businesses to digitize their operations. The market for global digital transformation, which includes utilizing more connected devices, will grow at a CAGR of 23.6% until 2028, according to estimates from Grand View Research.</p><p>Western Digital&#39;s stock trades at a modest forward price-to-earnings ratio of just 6.3 -- nearly half the size of rival <b>Seagate</b>, where investors are paying more than 12 times its future profits. Several brokerages project that Western Digital could rise to more than $70 per share, which would be at least a 35% increase in value from the $52 it trades at today.</p><h2>3. Upstart Holdings</h2><p>Upstart Holdings crashed by 28% last month, performing the worst of the stocks on this list. However, it&#39;s also the fastest-growing; in its most recently released quarterly results for the period ending Sept. 30, 2021, the company&#39;s sales of $228 million rose by 250% from the prior-year period. The company, which looks to revolutionize the lending business through its artificial intelligence platform and utilization of 1,000+ data points to assess creditworthiness, is a disruptor in the financial services industry, with the potential to generate significant returns in the long run.</p><p>What impresses me the most about the business is that, in addition to some incredible growth numbers, Upstart also generates impressive margins. Over its past three quarters, the company has generated an operating profit of $80.5 million, or 15% of its total sales of $543.7 million. With a relatively young company (it went public in December 2020), investors normally expect growth but not a whole lot in terms of profitability. And yet Upstart has posted a profit in each of its last four quarters, averaging a profit margin of more than 12% in the trailing 12 months.</p><p>It isn&#39;t a cheap stock by any stretch, trading at more than 43 times its future earnings (investors are paying a multiple of 27 for popular fintech stock <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>), but that number will come down if Upstart can keep building off this impressive growth. At a share price of just $100, many analysts see the stock not just doubling but potentially even tripling in value from where it is right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks That Crashed More Than 20% in January and Are Great Buys Right Now</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 Stocks That Crashed More Than 20% in January and Are Great Buys Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/3-stocks-that-crashed-more-than-20-in-january-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anytime there's a steep sell-off in the stock market it creates some buying opportunities. The challenge can be sorting out which stocks are likely to continue falling versus those that are likely to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/3-stocks-that-crashed-more-than-20-in-january-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAGR":"California Grapes International, Inc.","BK4170":"电脑硬件、储存设备及电脑周边","BK4561":"索罗斯持仓","UPST":"Upstart Holdings, Inc.","BK4166":"消费信贷","WDC":"西部数据"},"source_url":"https://www.fool.com/investing/2022/02/10/3-stocks-that-crashed-more-than-20-in-january-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210593296","content_text":"Anytime there's a steep sell-off in the stock market it creates some buying opportunities. The challenge can be sorting out which stocks are likely to continue falling versus those that are likely to bounce back. But if you're looking at the long term, it may not be difficult to find some promising gems out there.Last month, the S&P 500 had its worst month since the start of the pandemic, falling by more than 5%. Trulieve Cannabis (OTC:TCNNF), Western Digital (NASDAQ:WDC), and Upstart Holdings (NASDAQ:UPST) performed even worse, declining by more than 20%. Here's why, despite their rough starts to the year, they could make for terrific buys today.Image source: Getty Images.1. Trulieve CannabisShares of pot producer Trulieve Cannabis sank 24% in January. The decline sent the stock to lows not seen since October 2020. A big reason why the stock looks to be a solid buy right now, however, is that it and rival Curaleaf Holdings are the top companies in the cannabis industry.Last year, Trulieve acquired Arizona-based producer Harvest Health & Recreation, and together, for the three-month period ending Sept. 30, 2021, they combined for revenue of $316 million and an adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) profit of $121 million. Curaleaf, by comparison, reported sales of just over $317 million for the same period, but its adjusted EBITDA was much lower at $71 million.Curaleaf trades at a higher premium, with a price-to-sales multiple of 4.6 versus just 3.6 for Trulieve. It's a modest difference, but you could argue that a stronger bottom line from Trulieve should garner a better multiple. The business is now more diverse with Harvest Health in the mix, and better earnings could set the company up for more acquisitions to take advantage of the fast-growing cannabis industry. Analysts from Markets and Markets expect the industry as a whole will grow at a compounded annual growth rate (CAGR) of 28% until 2026, when it may be worth more than $90 billion globally.Trulieve is a promising stock to own after an abysmal January, and could be a diamond in the rough for investors willing to buy and hold.2. Western DigitalWestern Digital stock had a slightly better January than Trulieve, but it too fell by a relatively steep 21%. It's a surprising performance given that the company's second-quarter earnings, which it released on Jan. 27, looked strong. Sales of $4.8 billion for the period ending Dec. 31, 2021 were up 23% year-over-year, and its cloud business generated revenue growth of 89%. The company notes that it achieved this while dealing with supply chain disruptions.The future is undoubtedly in the cloud, and Western Digital and its portable drives and technology make it easy for people to work from home and businesses to digitize their operations. The market for global digital transformation, which includes utilizing more connected devices, will grow at a CAGR of 23.6% until 2028, according to estimates from Grand View Research.Western Digital's stock trades at a modest forward price-to-earnings ratio of just 6.3 -- nearly half the size of rival Seagate, where investors are paying more than 12 times its future profits. Several brokerages project that Western Digital could rise to more than $70 per share, which would be at least a 35% increase in value from the $52 it trades at today.3. Upstart HoldingsUpstart Holdings crashed by 28% last month, performing the worst of the stocks on this list. However, it's also the fastest-growing; in its most recently released quarterly results for the period ending Sept. 30, 2021, the company's sales of $228 million rose by 250% from the prior-year period. The company, which looks to revolutionize the lending business through its artificial intelligence platform and utilization of 1,000+ data points to assess creditworthiness, is a disruptor in the financial services industry, with the potential to generate significant returns in the long run.What impresses me the most about the business is that, in addition to some incredible growth numbers, Upstart also generates impressive margins. Over its past three quarters, the company has generated an operating profit of $80.5 million, or 15% of its total sales of $543.7 million. With a relatively young company (it went public in December 2020), investors normally expect growth but not a whole lot in terms of profitability. And yet Upstart has posted a profit in each of its last four quarters, averaging a profit margin of more than 12% in the trailing 12 months.It isn't a cheap stock by any stretch, trading at more than 43 times its future earnings (investors are paying a multiple of 27 for popular fintech stock PayPal), but that number will come down if Upstart can keep building off this impressive growth. At a share price of just $100, many analysts see the stock not just doubling but potentially even tripling in value from where it is right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633726472,"gmtCreate":1644335003015,"gmtModify":1644335003325,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"会不会跌呢？","listText":"会不会跌呢？","text":"会不会跌呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633726472","repostId":"2209451307","repostType":4,"repost":{"id":"2209451307","kind":"highlight","pubTimestamp":1644311979,"share":"https://www.laohu8.com/m/news/2209451307?lang=&edition=full","pubTime":"2022-02-08 17:19","market":"us","language":"zh","title":"美银“惊人”预计：美联储今年加息七次","url":"https://stock-news.laohu8.com/highlight/detail?id=2209451307","media":"华尔街见闻","summary":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7","content":"<html><head></head><body><p>薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。</p><p>上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，<b>过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次</b>（疫情初期的两个月除外）。</p><p>人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。</p><p>周一，<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：</p><blockquote>如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。</blockquote><blockquote><b>当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。</b></blockquote><p>Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，<b>2022年将有七次加息，每次加息25个基点，明年还会有四次加息。</b></p><p><img src=\"https://static.tigerbbs.com/4d71f78fb385b6a8eb76748da269eed9\" tg-width=\"784\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，<b>主要原因在于：</b>美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。</p><p>几乎所有收入阶层的工资都在飙升</p><p>Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。</p><p>但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。</p><p><b>Harris指出，几乎所有收入阶层的工资都在飙升。</b></p><p><img src=\"https://static.tigerbbs.com/22b81b83224ba1b963bcd13331680628\" tg-width=\"594\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p><b>受疫情影响最严重的休闲和酒店行业工资增幅最大，</b>在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。</p><p>此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。</p><p>工资飙升是“大辞职潮”的一部分</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。</p><p><img src=\"https://static.tigerbbs.com/5f2ef87143df605f0b95c38ef19600a0\" tg-width=\"387\" tg-height=\"249\" referrerpolicy=\"no-referrer\"/></p><p>高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：<b>数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。</b></p><p>高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。<b>值得一提的是，高盛预计，2022年将有四次加息。</b></p><p>高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。</p><p>加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致</p><p>市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点<b>，目前加息50个基点的可能性已升至近30%。</b></p><p><b>Harris表示：</b></p><blockquote>加息50个基点将是&#34;一件合理的事情&#34;，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的&#34;谦逊&#34;（humble）态度不一致。</blockquote><p>安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示，美联储政策已经落后，希望他们能重拾通胀论调，控制工资增长。此前，El-Erian在专栏文章中发出警告，越拖延，政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆，反而可能被迫采取过度的“追赶性”紧缩政策。</p><p>此外，Harris指出，<b>实际上，他不认为加息会破坏经济，只要美联储传达出准确的信息，即加息旨在控制通胀，而不是遏制经济增长。</b></p><p>Harris补充称，本轮加息周期可能类似于美联储在2005年中期的举措，当时美联储连续17次加息，目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时，Harris表示：</p><blockquote>这并不是一个激进的预测，对于一个从零开始的央行来说，这只是一条阻力较小的道路。</blockquote></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银“惊人”预计：美联储今年加息七次</title>\n<style 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}\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美银“惊人”预计：美联储今年加息七次\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 17:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651382><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651382\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02a85629f2a809e4eabd8677140a5f70","relate_stocks":{"BK4504":"桥水持仓",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3651382","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209451307","content_text":"薪资上涨对工人来说是个好消息，但于美联储而言却是坏消息。如果工资增长过快，预计将推动美联储以更快的速度加息。上周五，美国劳工部公布的数据显示，1月份平均时薪环比增长0.7%，过去12个月的增幅为5.7%，这是自2007年3月以来增速最快的一次（疫情初期的两个月除外）。人们越来越多地认为，美联储在政策方面落后于通胀增速，目前美国通胀率正以近40年来最快的速度增长。周一，美国银行全球经济研究部主管Ethan Harris在与CNBC的电话会议中表示：如果我是美联储主席，我会更加担心推动工资上涨的因素不仅仅是例外情况，并在秋天早些时候提高利率。当存在广泛的物价上涨，并开始影响到工资，通胀螺旋风险加大，政策措施就落后于通胀曲线，美联储需要开始行动。Harris对美联储发出了今年以来最激进的呼吁，美银最新报告指出，2022年将有七次加息，每次加息25个基点，明年还会有四次加息。对此，Harris指出，尽管目前市场观点认为这种情况的可能性只有18%，但他依然支持这个观点，主要原因在于：美国经济复苏不仅达到了美联储的目标，甚至还超过了停止线(the stop signs)。几乎所有收入阶层的工资都在飙升Harris在电话会议中提及美联储2020年9月批准的货币政策新方法。美联储表示，在灵活的平均通胀目标下，为了实现充分就业，允许通胀率高于2%的目标。但随着通胀率增长到7%左右，劳动力市场越来越紧张，美联储现在加速“追赶”，改变货币政策进而应对严峻的通胀形势。Harris指出，几乎所有收入阶层的工资都在飙升。受疫情影响最严重的休闲和酒店行业工资增幅最大，在过去一年的上涨了13%。金融行业的工资上涨了4.8%，而零售行业的工资更是上涨了7.1%。此前见闻文章提及，加薪“全面开花”，除了中低阶层工人提高了工资，华尔街金融机构也“你追我赶”地增加员工薪资，拜登上个月还发布了上调联邦雇员的最低工资至15美元的行政命令。工资飙升是“大辞职潮”的一部分高盛将工资飙升这一趋势视为“大辞职潮”的一部分，“大辞职潮”是指2021年以来，美国离职人数陡增，离职率处于近20年来最高水平。根据美国劳工部数据，2021年全年美国劳动力更换或离职次数为4740万人次。高盛经济学家Joseph Briggs和David Mericle在一份报告中指出，“大辞职潮”包括两个截然不同但相互关联的趋势：数百万工人离开了劳动力大军，还有数百万人为了更好、更高收入的就业机会而辞职。这些趋势已将工资涨幅推至一个越来越令人担忧的水平，即工资通胀螺旋上升。高盛数据显示，今年美国工资增长将会放缓，但只是小幅放缓，到今年预计会达到5%左右。值得一提的是，高盛预计，2022年将有四次加息。高盛经济学家指出，劳动力成本的增长速度快于2%的通胀目标，这可能会使通胀继续走高，美联储将采取更激进的应对措施。加息50个基点“合理”，但与鲍威尔“谦逊”态度不一致市场一直在缓慢地加码美联储加息，预计今年将有五次加息，但仍有可能加息更多次，而且速度更快。尽管交易员普遍预计美联储将在3月份加息25个基点，但也不排除美联储3月选择一次性大幅加息50个基点，目前加息50个基点的可能性已升至近30%。Harris表示：加息50个基点将是\"一件合理的事情\"，但这与美联储主席鲍威尔在1月FOMC会议后的新闻发布会上所支持的\"谦逊\"（humble）态度不一致。安联集团首席经济顾问Mohamed El-Erian周一在CNBC的Squawk Box节目中表示，美联储政策已经落后，希望他们能重拾通胀论调，控制工资增长。此前，El-Erian在专栏文章中发出警告，越拖延，政策收紧的风险就越大。美联储和欧央行非但不能确保经济软着陆，反而可能被迫采取过度的“追赶性”紧缩政策。此外，Harris指出，实际上，他不认为加息会破坏经济，只要美联储传达出准确的信息，即加息旨在控制通胀，而不是遏制经济增长。Harris补充称，本轮加息周期可能类似于美联储在2005年中期的举措，当时美联储连续17次加息，目的是为失控的房地产市场降温。谈到预计到2023年将加息11次时，Harris表示：这并不是一个激进的预测，对于一个从零开始的央行来说，这只是一条阻力较小的道路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633726617,"gmtCreate":1644334970949,"gmtModify":1644334971240,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633726617","repostId":"1109828828","repostType":4,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633253600,"gmtCreate":1644161854636,"gmtModify":1644161854970,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"好好玩的活动","listText":"好好玩的活动","text":"好好玩的活动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633253600","repostId":"630952623","repostType":1,"repost":{"id":630952623,"gmtCreate":1642676029909,"gmtModify":1644041083359,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"加入滑雪夺金赛，赢最高2022美元股票代金券，还有限量版小虎盲盒等你拿！","htmlText":"2022虎年到，小虎来给各位送大礼，过大年！和小虎一起在祝福中迎接虎年的到来，同时也预祝冬奥健儿在赛场上勇于拼搏，闪耀绽放~ 在这里小虎先祝大家：财源广进！如虎添”亿”！四季安康！ 在农历虎年和冬奥即将来临之际，小虎给大家带来一个有趣又刺激的滑雪小游戏一起为冬奥加油! 玩家需操控小虎滑雪橇躲避障碍物，每局滑雪游戏中积分达到60分即可获得一枚奖牌，奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒！另外，股票代金券，免佣卡等豪礼等你来抽！快来玩游戏赢奖励吧~ 活动结束后，奖牌榜排名Top 200都可以获得股票代金券奖励，最高价值2022美元！ ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟！好运花落谁家，我们拭目以待~ 奖励详情如下：还等什么呢？ <a href=\"https://www.itigergrowth.com/activity/market/2022/happy-new-year/#/\" target=\"_blank\">点击参与活动</a>","listText":"2022虎年到，小虎来给各位送大礼，过大年！和小虎一起在祝福中迎接虎年的到来，同时也预祝冬奥健儿在赛场上勇于拼搏，闪耀绽放~ 在这里小虎先祝大家：财源广进！如虎添”亿”！四季安康！ 在农历虎年和冬奥即将来临之际，小虎给大家带来一个有趣又刺激的滑雪小游戏一起为冬奥加油! 玩家需操控小虎滑雪橇躲避障碍物，每局滑雪游戏中积分达到60分即可获得一枚奖牌，奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒！另外，股票代金券，免佣卡等豪礼等你来抽！快来玩游戏赢奖励吧~ 活动结束后，奖牌榜排名Top 200都可以获得股票代金券奖励，最高价值2022美元！ ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟！好运花落谁家，我们拭目以待~ 奖励详情如下：还等什么呢？ <a href=\"https://www.itigergrowth.com/activity/market/2022/happy-new-year/#/\" target=\"_blank\">点击参与活动</a>","text":"2022虎年到，小虎来给各位送大礼，过大年！和小虎一起在祝福中迎接虎年的到来，同时也预祝冬奥健儿在赛场上勇于拼搏，闪耀绽放~ 在这里小虎先祝大家：财源广进！如虎添”亿”！四季安康！ 在农历虎年和冬奥即将来临之际，小虎给大家带来一个有趣又刺激的滑雪小游戏一起为冬奥加油! 玩家需操控小虎滑雪橇躲避障碍物，每局滑雪游戏中积分达到60分即可获得一枚奖牌，奖牌可用于幸运大转盘抽奖。有机会抽取小虎限量盲盒！另外，股票代金券，免佣卡等豪礼等你来抽！快来玩游戏赢奖励吧~ 活动结束后，奖牌榜排名Top 200都可以获得股票代金券奖励，最高价值2022美元！ ~小秘密~金牌榜上名列前茅的用户将有机会获得一整套小虎盲盒奖励哟！好运花落谁家，我们拭目以待~ 奖励详情如下：还等什么呢？ 点击参与活动","images":[{"img":"https://static.tigerbbs.com/a0da28dd9e743692c0cc96fe6f364cd2","width":"832","height":"436"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630952623","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697796453,"gmtCreate":1642584001627,"gmtModify":1642584001971,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"真的那么厉害？","listText":"真的那么厉害？","text":"真的那么厉害？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697796453","repostId":"2204398080","repostType":2,"repost":{"id":"2204398080","kind":"highlight","pubTimestamp":1642575933,"share":"https://www.laohu8.com/m/news/2204398080?lang=&edition=full","pubTime":"2022-01-19 15:05","market":"hk","language":"zh","title":"港股一年一度的风水报告出炉，虎年大吉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2204398080","media":"金十数据","summary":"对于寅虎的2022年，中信里昂有何展望？","content":"<html><head></head><body><p>近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。<img src=\"https://static.tigerbbs.com/7d0b9699d82139c58312150a80347979\" tg-width=\"520\" tg-height=\"797\" referrerpolicy=\"no-referrer\"/>中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。</p><p>中信里昂表示，尽管未能准确预测全盘市况，但仍然预计到大多数重要转折点：例如二月的初期高位、四月的快速回落和秋季的跌宕起伏。可惜金牛决意在泥泞中打滚， 并在一年将尽之时离开了牛道。<img src=\"https://static.tigerbbs.com/14f55b8bf5f6043076776ba073728637\" tg-width=\"550\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/><b>回顾2021年</b>，简单来说，中信里昂预料到了恒指的开头，却没有料到结尾，更是没有料到恒指在今年春季后的波折。</p><p>中信里昂表示，恒指最佳时光是夏季和冬季，其他时间各有盈亏。这一年开局不错，勤劳老鼠的辛勤工作将延续至牛年，因此要到3月某个时点人们才会意识到牛没有恪守本分。</p><p>春末，金牛唤醒自己， 开始投入工作。夏季生活十分惬意，金牛在金融田地里日夜耕作，中信预计这波涨势在8月前后触顶。然后，秋收时节将出现获利回吐，有两个地支之间的冲突还会引发短时间快速下挫。温和下跌之后，这一年余下时间将迎来缓慢反弹，然后在冬季收官时奋力一搏。</p><p>此外，中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。<img src=\"https://static.tigerbbs.com/620740c9998ffe21fa7090363037caea\" tg-width=\"550\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>那么，<b>对于寅虎的2022年，中信里昂又有何展望呢？</b></p><p>在序言中，中信里昂首先澄清，一年伊始，我们暂时放下严谨的投资研究，为大家奉上这份胡诌式风水指南，以幽默嬉笑迎接水虎之年。</p><p>中信里昂表示，我们以五行生克及紫微斗数预测各个行业的前景，再观察天星对命宫财运的影响。<b>可能是汲取了去年的教训，中信里昂对2022年港股看法谨慎</b>，认为恒指2022年年初有所反弹，3月的“倒春寒”和夏季是恒指的低点，看好年末恒指再度回升。</p><p>2022年，恒生指数的年柱属土，但被两侧的水木之势吞夺大半。盘中火金羸弱，现五行失衡之象。猛虎涉川之时，身形自然平衡，但虎头不时转动，探察四方，我们也需要准备好迎接年中的各种变数。恒生之鸡的相生之行乃火与木，年表中的诸多木行利于火鸡。</p><p>然则，恒生命盘中金气锐重，势将克木，火木之合，或将为金所断。因此，我们预测夏季之后运势乏力，猛虎中坠，但年末之前又会回升。</p><p>值得注意的是，盘中之水为阳，而非阴；未来一年中水势将如大江汪洋，洪水滔天。尽管水通常代表财，但今年的水中有一部分可能就仅仅代表水本身。<img src=\"https://static.tigerbbs.com/f9a9c32063f183fe52ffa1d8e66b1296\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/></p><p>具体行业来看，与水相关的行业，包括贸易、航运和旅游，也将在久旱之后喜逢甘霖。运势最强盛的时间为春季头两个月，以及中秋直至冬季。但是，金融和电池板块仍将遭遇压力，原因可能是流动性收紧，或者原材料价格上涨。</p><p>由于火势不旺，互联网和科技板块或将略为黯淡。另一方面，木类板块，例如教育、服装和医疗，将一定程度上脱离困境。<img src=\"https://static.tigerbbs.com/93c936dc0efde4714501dc433e092775\" tg-width=\"550\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p><b>最近四年，中信里昂港股预测情况如何？</b></p><p>2018年风水报告预计恒指会在年初驱动市场快速上涨。春季中段直至夏季，市场料将下滑，下半年恒生指数上涨，最初步伐缓慢，冬季加快脚步，年底升至新高。</p><p>2018年结果显示，2018年上半年恒指走势和里昂预测走势几乎一模一样，年初快速上涨，且还创了历史新高，春节中段至夏季下行。不过，里昂却未能预测到下半年走势，由于外围的不可抗力，恒指下半年不仅没创出新高，而且走势不断下跌。</p><p>2019年里昂预测恒指将呈曲折上升的走势，将在6月和11月迎来高位，3、4月和7月则是股市低位，9月会是最大跌幅时点，年末将较稳收尾。科技互联网会是最热行业，基建房地产、航海运输、酒店旅游也会有不俗表现。冶金、机械和金融业则会时运不济，不宜主动出击。</p><p>2019年，里昂比较准的预测到了板块表现，科技互联网是最热行业，恒生资讯科技大涨24%，恒生地产大涨了15%，金融、机械等涨势有限。大体预测到了恒指的波折，11月迎来高位以及年末较稳走势。但恒指全年并非曲折上升，5-8月更是不断下跌，5月、8月成为跌势最大的月份。</p><p>时间来到2020年，中信里昂预测，今年对恒指而言是大吉之年，预料首季新年开局不错。春末夏初可能是黄金补丁，其他月份各有涨跌。</p><p>它预料恒指今年会有5个转折点，最高位在夏季大致8月份出现，最低位则在3月尾至4月初。值得注意的是，中信里昂2019年发布2020年展望表示，对港股看法乐观，港股2020年目标为29600点。</p><p>医疗和消费板块在2月会有斩获，金融及银行板块在5月有好表现。8至11月地产股会率先放缓；电讯、公用及濠赌板块要到年底才现投资良机。</p><p>在2021年，中信里昂预测遭遇滑铁卢，预测准了年初，没有料到年尾，更没有料到恒指年中走势。中信里昂认为恒指最佳表现时间是夏季和冬季，不过，恒指自2月开始一路下跌，既没有夏季的高光时刻，也没有年末的大力反弹，年末更是跌破23000点。</p><p>中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE 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}\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港股一年一度的风水报告出炉，虎年大吉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 15:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=89096&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=89096&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d0b9699d82139c58312150a80347979","relate_stocks":{"HSTECH":"恒生科技指数","BK1515":"抗疫概念","HSCCI":"红筹指数","BK1161":"生物科技","BK1574":"生物医药B类股","HSCEI":"国企指数","09939":"开拓药业-B","HSI":"恒生指数"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=89096&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204398080","content_text":"近日一年一度的中信里昂风水报告出炉，中信里昂风水报告因能大体预测恒指一年走势而出名。中信里昂风水指数诞生于1992年，当初他们只是在春节时寄给客户的贺卡上简要地附上几位风水大师的预测，再辅以该券商分析师的观点。熟料，竟准确地预测了恒指全部的7个主要转折点，由此名声大噪。中信里昂回顾2021辛丑牛年时表示，在过去的11个月里，金牛负着重担、加上消化不良带来的不适，令它一边反刍、一边蜿蜒朝下坡前行。中信里昂表示，尽管未能准确预测全盘市况，但仍然预计到大多数重要转折点：例如二月的初期高位、四月的快速回落和秋季的跌宕起伏。可惜金牛决意在泥泞中打滚， 并在一年将尽之时离开了牛道。回顾2021年，简单来说，中信里昂预料到了恒指的开头，却没有料到结尾，更是没有料到恒指在今年春季后的波折。中信里昂表示，恒指最佳时光是夏季和冬季，其他时间各有盈亏。这一年开局不错，勤劳老鼠的辛勤工作将延续至牛年，因此要到3月某个时点人们才会意识到牛没有恪守本分。春末，金牛唤醒自己， 开始投入工作。夏季生活十分惬意，金牛在金融田地里日夜耕作，中信预计这波涨势在8月前后触顶。然后，秋收时节将出现获利回吐，有两个地支之间的冲突还会引发短时间快速下挫。温和下跌之后，这一年余下时间将迎来缓慢反弹，然后在冬季收官时奋力一搏。此外，中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。那么，对于寅虎的2022年，中信里昂又有何展望呢？在序言中，中信里昂首先澄清，一年伊始，我们暂时放下严谨的投资研究，为大家奉上这份胡诌式风水指南，以幽默嬉笑迎接水虎之年。中信里昂表示，我们以五行生克及紫微斗数预测各个行业的前景，再观察天星对命宫财运的影响。可能是汲取了去年的教训，中信里昂对2022年港股看法谨慎，认为恒指2022年年初有所反弹，3月的“倒春寒”和夏季是恒指的低点，看好年末恒指再度回升。2022年，恒生指数的年柱属土，但被两侧的水木之势吞夺大半。盘中火金羸弱，现五行失衡之象。猛虎涉川之时，身形自然平衡，但虎头不时转动，探察四方，我们也需要准备好迎接年中的各种变数。恒生之鸡的相生之行乃火与木，年表中的诸多木行利于火鸡。然则，恒生命盘中金气锐重，势将克木，火木之合，或将为金所断。因此，我们预测夏季之后运势乏力，猛虎中坠，但年末之前又会回升。值得注意的是，盘中之水为阳，而非阴；未来一年中水势将如大江汪洋，洪水滔天。尽管水通常代表财，但今年的水中有一部分可能就仅仅代表水本身。具体行业来看，与水相关的行业，包括贸易、航运和旅游，也将在久旱之后喜逢甘霖。运势最强盛的时间为春季头两个月，以及中秋直至冬季。但是，金融和电池板块仍将遭遇压力，原因可能是流动性收紧，或者原材料价格上涨。由于火势不旺，互联网和科技板块或将略为黯淡。另一方面，木类板块，例如教育、服装和医疗，将一定程度上脱离困境。最近四年，中信里昂港股预测情况如何？2018年风水报告预计恒指会在年初驱动市场快速上涨。春季中段直至夏季，市场料将下滑，下半年恒生指数上涨，最初步伐缓慢，冬季加快脚步，年底升至新高。2018年结果显示，2018年上半年恒指走势和里昂预测走势几乎一模一样，年初快速上涨，且还创了历史新高，春节中段至夏季下行。不过，里昂却未能预测到下半年走势，由于外围的不可抗力，恒指下半年不仅没创出新高，而且走势不断下跌。2019年里昂预测恒指将呈曲折上升的走势，将在6月和11月迎来高位，3、4月和7月则是股市低位，9月会是最大跌幅时点，年末将较稳收尾。科技互联网会是最热行业，基建房地产、航海运输、酒店旅游也会有不俗表现。冶金、机械和金融业则会时运不济，不宜主动出击。2019年，里昂比较准的预测到了板块表现，科技互联网是最热行业，恒生资讯科技大涨24%，恒生地产大涨了15%，金融、机械等涨势有限。大体预测到了恒指的波折，11月迎来高位以及年末较稳走势。但恒指全年并非曲折上升，5-8月更是不断下跌，5月、8月成为跌势最大的月份。时间来到2020年，中信里昂预测，今年对恒指而言是大吉之年，预料首季新年开局不错。春末夏初可能是黄金补丁，其他月份各有涨跌。它预料恒指今年会有5个转折点，最高位在夏季大致8月份出现，最低位则在3月尾至4月初。值得注意的是，中信里昂2019年发布2020年展望表示，对港股看法乐观，港股2020年目标为29600点。医疗和消费板块在2月会有斩获，金融及银行板块在5月有好表现。8至11月地产股会率先放缓；电讯、公用及濠赌板块要到年底才现投资良机。在2021年，中信里昂预测遭遇滑铁卢，预测准了年初，没有料到年尾，更没有料到恒指年中走势。中信里昂认为恒指最佳表现时间是夏季和冬季，不过，恒指自2月开始一路下跌，既没有夏季的高光时刻，也没有年末的大力反弹，年末更是跌破23000点。中信里昂看好医药、服装，看衰地产建筑。2021年地产、服装被言中，但医药新股破发潮和整体的下跌并没有预测到。","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696803702,"gmtCreate":1640656780466,"gmtModify":1640657243267,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good news","listText":"Good news","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696803702","repostId":"1179396819","repostType":4,"repost":{"id":"1179396819","kind":"news","pubTimestamp":1640654458,"share":"https://www.laohu8.com/m/news/1179396819?lang=&edition=full","pubTime":"2021-12-28 09:20","market":"us","language":"en","title":"China Ends Limit on Foreign Car Makers' Ownership Stakes","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396819","media":"TheStreet","summary":"China said on Monday that it’s ending its limits on foreign automakers’ investments in the country a","content":"<p>China said on Monday that it’s ending its limits on foreign automakers’ investments in the country as of Jan. 1.</p>\n<p>Currently, foreign automakers need to enter joint ventures with Chinese partners and face a 50% ownership limit in those agreements.</p>\n<p>China has been opening its auto industry to foreigners gradually over the past three years,Nikkei reports.</p>\n<p>Initially, it released the spigot for electric vehicles and then for commercial vehicles last year. Now the passenger-vehicle segment, which makes up 80% of the market, is opening up.</p>\n<p>General Motors&nbsp;(<b>GM</b>)&nbsp;is one of the major foreign players in China, delivering 2.9 million vehicles there last year through its joint ventures.</p>\n<p>GM recently traded at $57.42, up 0.9%. Morningstar analyst David Whiston likes the stock, putting fair value at $68.</p>\n<p>“We think General Motors' vehicles are of the best quality and design in decades,” he wrote in October.</p>\n<p>“The company is already a leader in trucks, so a competitive lineup in all segments, combined with a much smaller cost base, says to us that GM is starting to realize the scale to match its size.</p>\n<p>“The head of Consumer Reports automotive testing even said Toyota and Honda could learn from the Chevrolet Malibu.</p>\n<p>“We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial.</p>\n<p>“Moving hourly workers' retiree healthcare to a separate fund and closing plants have drastically lowered GM North America's break-even point to U.S. industry sales of about 10 million-11 million vehicles, assuming 18%-19% share.”</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>China Ends Limit on Foreign Car Makers' Ownership Stakes</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Ends Limit on Foreign Car Makers' Ownership Stakes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/china-ends-limit-foreign-car-makers-ownership-stakes><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China said on Monday that it’s ending its limits on foreign automakers’ investments in the country as of Jan. 1.\nCurrently, foreign automakers need to enter joint ventures with Chinese partners and ...</p>\n\n<a href=\"https://www.thestreet.com/investing/china-ends-limit-foreign-car-makers-ownership-stakes\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车"},"source_url":"https://www.thestreet.com/investing/china-ends-limit-foreign-car-makers-ownership-stakes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396819","content_text":"China said on Monday that it’s ending its limits on foreign automakers’ investments in the country as of Jan. 1.\nCurrently, foreign automakers need to enter joint ventures with Chinese partners and face a 50% ownership limit in those agreements.\nChina has been opening its auto industry to foreigners gradually over the past three years,Nikkei reports.\nInitially, it released the spigot for electric vehicles and then for commercial vehicles last year. Now the passenger-vehicle segment, which makes up 80% of the market, is opening up.\nGeneral Motors (GM) is one of the major foreign players in China, delivering 2.9 million vehicles there last year through its joint ventures.\nGM recently traded at $57.42, up 0.9%. Morningstar analyst David Whiston likes the stock, putting fair value at $68.\n“We think General Motors' vehicles are of the best quality and design in decades,” he wrote in October.\n“The company is already a leader in trucks, so a competitive lineup in all segments, combined with a much smaller cost base, says to us that GM is starting to realize the scale to match its size.\n“The head of Consumer Reports automotive testing even said Toyota and Honda could learn from the Chevrolet Malibu.\n“We think GM's earnings potential is excellent because the company has a healthy North American unit and a nearly mature finance arm with GM Financial.\n“Moving hourly workers' retiree healthcare to a separate fund and closing plants have drastically lowered GM North America's break-even point to U.S. industry sales of about 10 million-11 million vehicles, assuming 18%-19% share.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698846666,"gmtCreate":1640351664646,"gmtModify":1640351664966,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Why I can't see the chart?","listText":"Why I can't see the chart?","text":"Why I can't see the chart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698846666","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p>\n<p>Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p>\n<p><b>Returns have been unpredictable</b></p>\n<p>Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p>\n<p>Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p>\n<p><b>There's plenty of demand</b></p>\n<p>Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p>\n<p>Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p>\n<p><b>Profitability will take time</b></p>\n<p>Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p>\n<p>Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p>\n<p>BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p>\n<p>Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</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 Charts to Consider if You Want to Own an EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 19:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698910584,"gmtCreate":1640273842553,"gmtModify":1640273966970,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Drop like no tomorrow","listText":"Drop like no tomorrow","text":"Drop like no tomorrow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698910584","repostId":"1169545714","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867007349,"gmtCreate":1633158346954,"gmtModify":1633158347270,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Market very volatile","listText":"Market very volatile","text":"Market very volatile","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/867007349","repostId":"2172618769","repostType":4,"repost":{"id":"2172618769","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1633152083,"share":"https://www.laohu8.com/m/news/2172618769?lang=&edition=full","pubTime":"2021-10-02 13:21","market":"us","language":"en","title":"Warren Buffett bucks Wall Street by adding more Kroger stock to his portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2172618769","media":"Dow Jones","summary":"Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping. When investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.One reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than d","content":"<p>Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping</p>\n<p>When investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.</p>\n<p>One reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than doubled from two years earlier. More growth could come from the food retailer's plans to build fulfillment centers to handle digital orders.</p>\n<p>Berkshire Hathaway Inc. (BRKA)(BRKA) purchased nearly 11 million shares of Kroger in the second quarter, according to its latest 13F report with the Securities and Exchange Commission. That brings its stake to 61.8 million shares, or about 8.3% of shares outstanding as of May 22, the end of Kroger's fiscal first quarter.</p>\n<p>Read:Warren Buffett's Berkshire Hathaway buys Kroger, cuts stakes in drug makers</p>\n<p>Wall Street doesn't like Kroger</p>\n<p>While Berkshire appears fond of Kroger, which operates as Harris Teeter, Fred Keyer and King Soopers, among others, as well as Kroger, Wall Street is more skeptical.</p>\n<p>Within the Russell 3000 Index, which represents about 98% of the U.S. stock market by market capitalization, there are only 10 companies in the \"food retail\" industry group, according to FactSet. Here they are, sorted by market capitalization, along with forward price-to-earnings ratios.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Market cap. ($mil)</td>\n   <td>Forward P/E</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>$422,424</td>\n   <td>24.9</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>$32,467</td>\n   <td>15.0</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>$13,688</td>\n   <td>13.5</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>$2,767</td>\n   <td>12.3</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/GO\">Grocery Outlet Holding</a> Corp. GO</td>\n   <td>$2,565</td>\n   <td>27.9</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMK\">Weis Markets Inc</a>. WMK</td>\n   <td>$1,502</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>$1,033</td>\n   <td>16.5</td>\n  </tr>\n  <tr>\n   <td>Ingles Markets Inc. Class A IMKTA</td>\n   <td>$917</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Natural Grocers by Vitamin Cottage Inc. NGVC</td>\n   <td>$264</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/VLGEA\">Village Super Market</a> Inc. Class A VLGEA</td>\n   <td>$233</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n  </tr>\n  <tr>\n   <td></td>\n   <td>For comparison, the S&amp;P 500 index</td>\n   <td>has a weighted forward P/E of 21.4, according to FactSet.</td>\n  </tr>\n </tbody>\n</table>\n<p>There are no P/E ratios for four of these companies because consensus earnings estimates aren't available. Three aren't covered by any analysts polled by FactSet, while Natural Grocers by Vitamin Cottage Inc. <a href=\"https://laohu8.com/S/NGVC\">$(NGVC)$</a> is covered by only <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst.</p>\n<p>For the six companies covered by at least four analysts, here's a summary of ratings and price targets:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Share \"buy\" ratings</td>\n   <td>Share</td>\n   <td>neutral ratings</td>\n   <td>Share \"sell\" ratings</td>\n   <td>Closing price -- Aug. 16</td>\n   <td>Consensus price target</td>\n   <td>implied 12-month upside potential</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>75%</td>\n   <td>19%</td>\n   <td>6%</td>\n   <td>$152.34</td>\n   <td>$165.10</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>21%</td>\n   <td>54%</td>\n   <td>25%</td>\n   <td>$45.43</td>\n   <td>$38.49</td>\n   <td>-15%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>55%</td>\n   <td>40%</td>\n   <td>5%</td>\n   <td>$30.04</td>\n   <td>$25.28</td>\n   <td>-16%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc.</td>\n   <td>25%</td>\n   <td>50%</td>\n   <td>25%</td>\n   <td>$24.55</td>\n   <td>$26.50</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp.</td>\n   <td>33%</td>\n   <td>60%</td>\n   <td>7%</td>\n   <td>$26.63</td>\n   <td>$34.36</td>\n   <td>29%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Arko Corp.</td>\n   <td>100%</td>\n   <td>0%</td>\n   <td>0%</td>\n   <td>$8.15</td>\n   <td>$13.25</td>\n   <td>63%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Among these six stocks, Walmart Inc. <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a>, Albertsons Cos. <a href=\"https://laohu8.com/S/ACI.UK\">$(ACI.UK)$</a> and Arko Corp. (ARKO.TV) have majority \"buy\" or equivalent ratings, with Albertson trading well above the consensus target price.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> -- Kroger and Sprouts Farmers Markets Inc. <a href=\"https://laohu8.com/S/SFM\">$(SFM)$</a> -- have 25% \"sell\" or equivalent ratings. That is a dubious distinction, considering that analysts who work for brokerage firms tend to shy away from negative ratings. Only 5% of the S&amp;P 500 have 25% or more \"sell\" ratings.</p>\n<p>Here's a look at sales estimates (in millions) for the group of six food retailers for calendar years going out to 2025, with projected compound annual growth rates (CAGR):</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected sales CAGR</td>\n   <td>Est. sales -- 2020</td>\n   <td>Est. sales -- 2021</td>\n   <td>Est. sales -- 2022</td>\n   <td>Est. sales -- 2023</td>\n   <td>Est. sales -- 2024</td>\n   <td>Est. sales -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>2.2%</td>\n   <td>$556,334</td>\n   <td>$555,252</td>\n   <td>$569,243</td>\n   <td>$589,791</td>\n   <td>$607,056</td>\n   <td>$619,743</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>2.2%</td>\n   <td>$131,133</td>\n   <td>$132,473</td>\n   <td>$134,412</td>\n   <td>$136,506</td>\n   <td>$141,695</td>\n   <td>$146,252</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>1.8%</td>\n   <td>$68,664</td>\n   <td>$67,714</td>\n   <td>$68,412</td>\n   <td>$70,006</td>\n   <td>$72,540</td>\n   <td>$75,056</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>5.6%</td>\n   <td>$6,468</td>\n   <td>$6,202</td>\n   <td>$6,665</td>\n   <td>$7,230</td>\n   <td>$7,826</td>\n   <td>$8,491</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>7.4%</td>\n   <td>$3,135</td>\n   <td>$3,104</td>\n   <td>$3,444</td>\n   <td>$3,842</td>\n   <td>$4,068</td>\n   <td>$4,477</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>18.3%</td>\n   <td>$3,911</td>\n   <td>$7,366</td>\n   <td>$7,749</td>\n   <td>$8,299</td>\n   <td>$8,713</td>\n   <td>$9,060</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>For sales and earnings, we are using estimates for 2020 because some fiscal periods don't even match calendar quarter-end dates.</p>\n<p>Kroger is in the bottom half of that list.</p>\n<p>Even if a company's profits are increasing slowly, its earnings per share can be boosted if it buys back enough stock to lower the average share count. Kroger announced a new $1 billion share buyback program in June. This means the company's board of directors is confident the supermarket chain will have plenty of free cash flow beyond what it will need to fund its planned digital transformation.</p>\n<p>Here's a set of estimates for earnings per share, with projected CAGR:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected EPS CAGR</td>\n   <td>Est. net income -- 2020</td>\n   <td>Est. net income -- 2021</td>\n   <td>Est. net income -- 2022</td>\n   <td>Est. net income -- 2023</td>\n   <td>Est. net income -- 2024</td>\n   <td>Est. net income -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>7.2%</td>\n   <td>$5.44</td>\n   <td>$5.96</td>\n   <td>$6.30</td>\n   <td>$6.85</td>\n   <td>$7.38</td>\n   <td>$7.70</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>0.4%</td>\n   <td>$3.37</td>\n   <td>$3.10</td>\n   <td>$3.06</td>\n   <td>$3.13</td>\n   <td>$3.36</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>-1.1%</td>\n   <td>$2.79</td>\n   <td>$2.36</td>\n   <td>$2.21</td>\n   <td>$2.34</td>\n   <td>$2.48</td>\n   <td>$2.63</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>6.7%</td>\n   <td>$2.48</td>\n   <td>$1.97</td>\n   <td>$2.08</td>\n   <td>$2.34</td>\n   <td>$2.90</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>3.9%</td>\n   <td>$1.15</td>\n   <td>$0.88</td>\n   <td>$1.01</td>\n   <td>$1.14</td>\n   <td>$1.23</td>\n   <td>$1.39</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>24.7%</td>\n   <td>$0.27</td>\n   <td>$0.35</td>\n   <td>$0.43</td>\n   <td>$0.53</td>\n   <td>$0.67</td>\n   <td>$0.81</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Kroger is expected to see an earnings decline. Rival Walmart is expected to achieve a respectable EPS CAGR.</p>\n<p>So a lot is riding on Kroger's big bet that people will increasingly shop for food online instead of walking the store aisles. Buffett is a believer, and when considering how much shopping habits have changed for non-food items, he may have picked another long-term winner.</p>\n<p>Don't miss: These stocks provide a better way to invest in the electric-vehicle revolution than the car makers themselves</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>Warren Buffett bucks Wall Street by adding more Kroger stock to his portfolio</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\">\nWarren Buffett bucks Wall Street by adding more Kroger stock to his portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-10-02 13:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping</p>\n<p>When investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.</p>\n<p>One reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than doubled from two years earlier. More growth could come from the food retailer's plans to build fulfillment centers to handle digital orders.</p>\n<p>Berkshire Hathaway Inc. (BRKA)(BRKA) purchased nearly 11 million shares of Kroger in the second quarter, according to its latest 13F report with the Securities and Exchange Commission. That brings its stake to 61.8 million shares, or about 8.3% of shares outstanding as of May 22, the end of Kroger's fiscal first quarter.</p>\n<p>Read:Warren Buffett's Berkshire Hathaway buys Kroger, cuts stakes in drug makers</p>\n<p>Wall Street doesn't like Kroger</p>\n<p>While Berkshire appears fond of Kroger, which operates as Harris Teeter, Fred Keyer and King Soopers, among others, as well as Kroger, Wall Street is more skeptical.</p>\n<p>Within the Russell 3000 Index, which represents about 98% of the U.S. stock market by market capitalization, there are only 10 companies in the \"food retail\" industry group, according to FactSet. Here they are, sorted by market capitalization, along with forward price-to-earnings ratios.</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Market cap. ($mil)</td>\n   <td>Forward P/E</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>$422,424</td>\n   <td>24.9</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>$32,467</td>\n   <td>15.0</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>$13,688</td>\n   <td>13.5</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>$2,767</td>\n   <td>12.3</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/GO\">Grocery Outlet Holding</a> Corp. GO</td>\n   <td>$2,565</td>\n   <td>27.9</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/WMK\">Weis Markets Inc</a>. WMK</td>\n   <td>$1,502</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>$1,033</td>\n   <td>16.5</td>\n  </tr>\n  <tr>\n   <td>Ingles Markets Inc. Class A IMKTA</td>\n   <td>$917</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Natural Grocers by Vitamin Cottage Inc. NGVC</td>\n   <td>$264</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td><a href=\"https://laohu8.com/S/VLGEA\">Village Super Market</a> Inc. Class A VLGEA</td>\n   <td>$233</td>\n   <td>N/A</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n  </tr>\n  <tr>\n   <td></td>\n   <td>For comparison, the S&amp;P 500 index</td>\n   <td>has a weighted forward P/E of 21.4, according to FactSet.</td>\n  </tr>\n </tbody>\n</table>\n<p>There are no P/E ratios for four of these companies because consensus earnings estimates aren't available. Three aren't covered by any analysts polled by FactSet, while Natural Grocers by Vitamin Cottage Inc. <a href=\"https://laohu8.com/S/NGVC\">$(NGVC)$</a> is covered by only <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst.</p>\n<p>For the six companies covered by at least four analysts, here's a summary of ratings and price targets:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Share \"buy\" ratings</td>\n   <td>Share</td>\n   <td>neutral ratings</td>\n   <td>Share \"sell\" ratings</td>\n   <td>Closing price -- Aug. 16</td>\n   <td>Consensus price target</td>\n   <td>implied 12-month upside potential</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>75%</td>\n   <td>19%</td>\n   <td>6%</td>\n   <td>$152.34</td>\n   <td>$165.10</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>21%</td>\n   <td>54%</td>\n   <td>25%</td>\n   <td>$45.43</td>\n   <td>$38.49</td>\n   <td>-15%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>55%</td>\n   <td>40%</td>\n   <td>5%</td>\n   <td>$30.04</td>\n   <td>$25.28</td>\n   <td>-16%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc.</td>\n   <td>25%</td>\n   <td>50%</td>\n   <td>25%</td>\n   <td>$24.55</td>\n   <td>$26.50</td>\n   <td>8%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp.</td>\n   <td>33%</td>\n   <td>60%</td>\n   <td>7%</td>\n   <td>$26.63</td>\n   <td>$34.36</td>\n   <td>29%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Arko Corp.</td>\n   <td>100%</td>\n   <td>0%</td>\n   <td>0%</td>\n   <td>$8.15</td>\n   <td>$13.25</td>\n   <td>63%</td>\n   <td></td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>Among these six stocks, Walmart Inc. <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a>, Albertsons Cos. <a href=\"https://laohu8.com/S/ACI.UK\">$(ACI.UK)$</a> and Arko Corp. (ARKO.TV) have majority \"buy\" or equivalent ratings, with Albertson trading well above the consensus target price.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> -- Kroger and Sprouts Farmers Markets Inc. <a href=\"https://laohu8.com/S/SFM\">$(SFM)$</a> -- have 25% \"sell\" or equivalent ratings. That is a dubious distinction, considering that analysts who work for brokerage firms tend to shy away from negative ratings. Only 5% of the S&amp;P 500 have 25% or more \"sell\" ratings.</p>\n<p>Here's a look at sales estimates (in millions) for the group of six food retailers for calendar years going out to 2025, with projected compound annual growth rates (CAGR):</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected sales CAGR</td>\n   <td>Est. sales -- 2020</td>\n   <td>Est. sales -- 2021</td>\n   <td>Est. sales -- 2022</td>\n   <td>Est. sales -- 2023</td>\n   <td>Est. sales -- 2024</td>\n   <td>Est. sales -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>2.2%</td>\n   <td>$556,334</td>\n   <td>$555,252</td>\n   <td>$569,243</td>\n   <td>$589,791</td>\n   <td>$607,056</td>\n   <td>$619,743</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>2.2%</td>\n   <td>$131,133</td>\n   <td>$132,473</td>\n   <td>$134,412</td>\n   <td>$136,506</td>\n   <td>$141,695</td>\n   <td>$146,252</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>1.8%</td>\n   <td>$68,664</td>\n   <td>$67,714</td>\n   <td>$68,412</td>\n   <td>$70,006</td>\n   <td>$72,540</td>\n   <td>$75,056</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>5.6%</td>\n   <td>$6,468</td>\n   <td>$6,202</td>\n   <td>$6,665</td>\n   <td>$7,230</td>\n   <td>$7,826</td>\n   <td>$8,491</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>7.4%</td>\n   <td>$3,135</td>\n   <td>$3,104</td>\n   <td>$3,444</td>\n   <td>$3,842</td>\n   <td>$4,068</td>\n   <td>$4,477</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>18.3%</td>\n   <td>$3,911</td>\n   <td>$7,366</td>\n   <td>$7,749</td>\n   <td>$8,299</td>\n   <td>$8,713</td>\n   <td>$9,060</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>For sales and earnings, we are using estimates for 2020 because some fiscal periods don't even match calendar quarter-end dates.</p>\n<p>Kroger is in the bottom half of that list.</p>\n<p>Even if a company's profits are increasing slowly, its earnings per share can be boosted if it buys back enough stock to lower the average share count. Kroger announced a new $1 billion share buyback program in June. This means the company's board of directors is confident the supermarket chain will have plenty of free cash flow beyond what it will need to fund its planned digital transformation.</p>\n<p>Here's a set of estimates for earnings per share, with projected CAGR:</p>\n<table>\n <tbody>\n  <tr>\n   <td>Company</td>\n   <td>Projected EPS CAGR</td>\n   <td>Est. net income -- 2020</td>\n   <td>Est. net income -- 2021</td>\n   <td>Est. net income -- 2022</td>\n   <td>Est. net income -- 2023</td>\n   <td>Est. net income -- 2024</td>\n   <td>Est. net income -- 2025</td>\n  </tr>\n  <tr>\n   <td>Walmart Inc. WMT</td>\n   <td>7.2%</td>\n   <td>$5.44</td>\n   <td>$5.96</td>\n   <td>$6.30</td>\n   <td>$6.85</td>\n   <td>$7.38</td>\n   <td>$7.70</td>\n  </tr>\n  <tr>\n   <td>Kroger Co. KR</td>\n   <td>0.4%</td>\n   <td>$3.37</td>\n   <td>$3.10</td>\n   <td>$3.06</td>\n   <td>$3.13</td>\n   <td>$3.36</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Albertsons Cos. Inc. Class A ACI</td>\n   <td>-1.1%</td>\n   <td>$2.79</td>\n   <td>$2.36</td>\n   <td>$2.21</td>\n   <td>$2.34</td>\n   <td>$2.48</td>\n   <td>$2.63</td>\n  </tr>\n  <tr>\n   <td>Sprouts Farmers Markets Inc. SFM</td>\n   <td>6.7%</td>\n   <td>$2.48</td>\n   <td>$1.97</td>\n   <td>$2.08</td>\n   <td>$2.34</td>\n   <td>$2.90</td>\n   <td>$3.43</td>\n  </tr>\n  <tr>\n   <td>Grocery Outlet Holding Corp. GO</td>\n   <td>3.9%</td>\n   <td>$1.15</td>\n   <td>$0.88</td>\n   <td>$1.01</td>\n   <td>$1.14</td>\n   <td>$1.23</td>\n   <td>$1.39</td>\n  </tr>\n  <tr>\n   <td>Arko Corp. ARKO</td>\n   <td>24.7%</td>\n   <td>$0.27</td>\n   <td>$0.35</td>\n   <td>$0.43</td>\n   <td>$0.53</td>\n   <td>$0.67</td>\n   <td>$0.81</td>\n  </tr>\n  <tr>\n   <td>Source: FactSet</td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n   <td></td>\n  </tr>\n </tbody>\n</table>\n<p>As you can see, Kroger is expected to see an earnings decline. Rival Walmart is expected to achieve a respectable EPS CAGR.</p>\n<p>So a lot is riding on Kroger's big bet that people will increasingly shop for food online instead of walking the store aisles. Buffett is a believer, and when considering how much shopping habits have changed for non-food items, he may have picked another long-term winner.</p>\n<p>Don't miss: These stocks provide a better way to invest in the electric-vehicle revolution than the car makers themselves</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格","ACI":"艾伯森","WMT":"沃尔玛","SFM":"Sprouts Farmers Market Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172618769","content_text":"Kroger can be seen as both a value pick and a long-term play on the transformation of food shopping\nWhen investors think about the supermarket industry, dynamic growth probably doesn't come to mind. But Berkshire Hathaway CEO Warren Buffett loves Kroger.\nOne reason may be that the stock is cheaply priced relative to earnings estimates. Another is that Kroger Co. KR is ramping up online sales; digital sales increased 16% in the fiscal first quarter ended May 22 from a year earlier and more than doubled from two years earlier. More growth could come from the food retailer's plans to build fulfillment centers to handle digital orders.\nBerkshire Hathaway Inc. (BRKA)(BRKA) purchased nearly 11 million shares of Kroger in the second quarter, according to its latest 13F report with the Securities and Exchange Commission. That brings its stake to 61.8 million shares, or about 8.3% of shares outstanding as of May 22, the end of Kroger's fiscal first quarter.\nRead:Warren Buffett's Berkshire Hathaway buys Kroger, cuts stakes in drug makers\nWall Street doesn't like Kroger\nWhile Berkshire appears fond of Kroger, which operates as Harris Teeter, Fred Keyer and King Soopers, among others, as well as Kroger, Wall Street is more skeptical.\nWithin the Russell 3000 Index, which represents about 98% of the U.S. stock market by market capitalization, there are only 10 companies in the \"food retail\" industry group, according to FactSet. Here they are, sorted by market capitalization, along with forward price-to-earnings ratios.\n\n\n\nCompany\nMarket cap. ($mil)\nForward P/E\n\n\nWalmart Inc. WMT\n$422,424\n24.9\n\n\nKroger Co. KR\n$32,467\n15.0\n\n\nAlbertsons Cos. Inc. Class A ACI\n$13,688\n13.5\n\n\nSprouts Farmers Markets Inc. SFM\n$2,767\n12.3\n\n\nGrocery Outlet Holding Corp. GO\n$2,565\n27.9\n\n\nWeis Markets Inc. WMK\n$1,502\nN/A\n\n\nArko Corp. ARKO\n$1,033\n16.5\n\n\nIngles Markets Inc. Class A IMKTA\n$917\nN/A\n\n\nNatural Grocers by Vitamin Cottage Inc. NGVC\n$264\nN/A\n\n\nVillage Super Market Inc. Class A VLGEA\n$233\nN/A\n\n\nSource: FactSet\n\n\n\n\n\nFor comparison, the S&P 500 index\nhas a weighted forward P/E of 21.4, according to FactSet.\n\n\n\nThere are no P/E ratios for four of these companies because consensus earnings estimates aren't available. Three aren't covered by any analysts polled by FactSet, while Natural Grocers by Vitamin Cottage Inc. $(NGVC)$ is covered by only one analyst.\nFor the six companies covered by at least four analysts, here's a summary of ratings and price targets:\n\n\n\nCompany\nShare \"buy\" ratings\nShare\nneutral ratings\nShare \"sell\" ratings\nClosing price -- Aug. 16\nConsensus price target\nimplied 12-month upside potential\n\n\nWalmart Inc. WMT\n75%\n19%\n6%\n$152.34\n$165.10\n8%\n\n\n\nKroger Co. KR\n21%\n54%\n25%\n$45.43\n$38.49\n-15%\n\n\n\nAlbertsons Cos. Inc. Class A ACI\n55%\n40%\n5%\n$30.04\n$25.28\n-16%\n\n\n\nSprouts Farmers Markets Inc.\n25%\n50%\n25%\n$24.55\n$26.50\n8%\n\n\n\nGrocery Outlet Holding Corp.\n33%\n60%\n7%\n$26.63\n$34.36\n29%\n\n\n\nArko Corp.\n100%\n0%\n0%\n$8.15\n$13.25\n63%\n\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\n\nAmong these six stocks, Walmart Inc. $(WMT)$, Albertsons Cos. $(ACI.UK)$ and Arko Corp. (ARKO.TV) have majority \"buy\" or equivalent ratings, with Albertson trading well above the consensus target price.\nTwo -- Kroger and Sprouts Farmers Markets Inc. $(SFM)$ -- have 25% \"sell\" or equivalent ratings. That is a dubious distinction, considering that analysts who work for brokerage firms tend to shy away from negative ratings. Only 5% of the S&P 500 have 25% or more \"sell\" ratings.\nHere's a look at sales estimates (in millions) for the group of six food retailers for calendar years going out to 2025, with projected compound annual growth rates (CAGR):\n\n\n\nCompany\nProjected sales CAGR\nEst. sales -- 2020\nEst. sales -- 2021\nEst. sales -- 2022\nEst. sales -- 2023\nEst. sales -- 2024\nEst. sales -- 2025\n\n\nWalmart Inc. WMT\n2.2%\n$556,334\n$555,252\n$569,243\n$589,791\n$607,056\n$619,743\n\n\nKroger Co. KR\n2.2%\n$131,133\n$132,473\n$134,412\n$136,506\n$141,695\n$146,252\n\n\nAlbertsons Cos. Inc. Class A ACI\n1.8%\n$68,664\n$67,714\n$68,412\n$70,006\n$72,540\n$75,056\n\n\nSprouts Farmers Markets Inc. SFM\n5.6%\n$6,468\n$6,202\n$6,665\n$7,230\n$7,826\n$8,491\n\n\nGrocery Outlet Holding Corp. GO\n7.4%\n$3,135\n$3,104\n$3,444\n$3,842\n$4,068\n$4,477\n\n\nArko Corp. ARKO\n18.3%\n$3,911\n$7,366\n$7,749\n$8,299\n$8,713\n$9,060\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\n\nFor sales and earnings, we are using estimates for 2020 because some fiscal periods don't even match calendar quarter-end dates.\nKroger is in the bottom half of that list.\nEven if a company's profits are increasing slowly, its earnings per share can be boosted if it buys back enough stock to lower the average share count. Kroger announced a new $1 billion share buyback program in June. This means the company's board of directors is confident the supermarket chain will have plenty of free cash flow beyond what it will need to fund its planned digital transformation.\nHere's a set of estimates for earnings per share, with projected CAGR:\n\n\n\nCompany\nProjected EPS CAGR\nEst. net income -- 2020\nEst. net income -- 2021\nEst. net income -- 2022\nEst. net income -- 2023\nEst. net income -- 2024\nEst. net income -- 2025\n\n\nWalmart Inc. WMT\n7.2%\n$5.44\n$5.96\n$6.30\n$6.85\n$7.38\n$7.70\n\n\nKroger Co. KR\n0.4%\n$3.37\n$3.10\n$3.06\n$3.13\n$3.36\n$3.43\n\n\nAlbertsons Cos. Inc. Class A ACI\n-1.1%\n$2.79\n$2.36\n$2.21\n$2.34\n$2.48\n$2.63\n\n\nSprouts Farmers Markets Inc. SFM\n6.7%\n$2.48\n$1.97\n$2.08\n$2.34\n$2.90\n$3.43\n\n\nGrocery Outlet Holding Corp. GO\n3.9%\n$1.15\n$0.88\n$1.01\n$1.14\n$1.23\n$1.39\n\n\nArko Corp. ARKO\n24.7%\n$0.27\n$0.35\n$0.43\n$0.53\n$0.67\n$0.81\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\n\nAs you can see, Kroger is expected to see an earnings decline. Rival Walmart is expected to achieve a respectable EPS CAGR.\nSo a lot is riding on Kroger's big bet that people will increasingly shop for food online instead of walking the store aisles. Buffett is a believer, and when considering how much shopping habits have changed for non-food items, he may have picked another long-term winner.\nDon't miss: These stocks provide a better way to invest in the electric-vehicle revolution than the car makers themselves","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608658918,"gmtCreate":1638719849524,"gmtModify":1638719849650,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Please drop more","listText":"Please drop more","text":"Please drop more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/608658918","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827616749,"gmtCreate":1634458427400,"gmtModify":1634458520753,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Market suddenly become good?","listText":"Market suddenly become good?","text":"Market suddenly become good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/827616749","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848090317,"gmtCreate":1635947033777,"gmtModify":1635947034188,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Don't prefer her pattern","listText":"Don't prefer her pattern","text":"Don't prefer her pattern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/848090317","repostId":"2180751345","repostType":4,"repost":{"id":"2180751345","kind":"news","pubTimestamp":1635946174,"share":"https://www.laohu8.com/m/news/2180751345?lang=&edition=full","pubTime":"2021-11-03 21:29","market":"us","language":"en","title":"Cathie Wood’s Ark Buys the DIp in Zillow","url":"https://stock-news.laohu8.com/highlight/detail?id=2180751345","media":"Bloomberg","summary":"Flagship innovation fund added shares amid Tuesday retreat\nARKK owns more than $600 million stake of","content":"<ul>\n <li>Flagship innovation fund added shares amid Tuesday retreat</li>\n <li>ARKK owns more than $600 million stake of company in turmoil</li>\n</ul>\n<p>Cathie Wood’s flagship exchange-traded fund pounced on a huge slump in <a href=\"https://laohu8.com/S/Z\">Zillow</a> Group Inc. to add more shares of the embattled real estate company.</p>\n<p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (ticker ARKK) bought 288,813 shares of the property firm on Tuesday, according to the daily trading update from Wood’s Ark Investment Management. Zillow plunged over 10% on the day after pulling the plug on its tech-powered home-flipping operation.</p>\n<p>Ark’s purchases were worth around $25 million, based on the closing price.</p>\n<p><img src=\"https://static.tigerbbs.com/e0ed50b6de4eb319f9cdc0c04cede2b8\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Zillow was down again in early trading on Wednesday. The Seattle-based company plans to take writedowns of as much as $569 million and reduce its workforce by 25% as it ditches the algorithm-driven business in the coming months, it said.</p>\n<p>Wood is well known for buying the dip in her high-conviction bets. She and her firm frequently emphasize they have at least a five-year investment horizon, and acknowledge that the disruptive companies they target are often volatile.</p>\n<p>After delivering a 153% return last year, ARKK has lost about 1% in 2021. While its largest holding Tesla Inc. has soared, the fund has been dragged down by other top picks including Zillow, <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>. and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc.</p>\n<p>The $21.8 billion ARKK owns around 7.1 million shares in Zillow worth more than $600 million, according to data compiled by Bloomberg. Wood also owns stakes via the $3.4 billion <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (ARKF) and the $5.6 billion <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (ARKW), making her firm Zillow’s fifth-largest shareholder.</p>\n<p>The daily trading updates from Ark show only active decisions by the management team and do not include creation or redemption activity caused by investor flows. For that reason, the firm’s exact trading activity may vary.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood’s Ark Buys the DIp in Zillow</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\">\nCathie Wood’s Ark Buys the DIp in Zillow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-11-03/cathie-wood-s-ark-grabs-more-zillow-as-real-estate-firm-slumps><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Flagship innovation fund added shares amid Tuesday retreat\nARKK owns more than $600 million stake of company in turmoil\n\nCathie Wood’s flagship exchange-traded fund pounced on a huge slump in Zillow ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-11-03/cathie-wood-s-ark-grabs-more-zillow-as-real-estate-firm-slumps\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow","ZG":"Zillow Class A","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2021-11-03/cathie-wood-s-ark-grabs-more-zillow-as-real-estate-firm-slumps","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180751345","content_text":"Flagship innovation fund added shares amid Tuesday retreat\nARKK owns more than $600 million stake of company in turmoil\n\nCathie Wood’s flagship exchange-traded fund pounced on a huge slump in Zillow Group Inc. to add more shares of the embattled real estate company.\nThe ARK Innovation ETF (ticker ARKK) bought 288,813 shares of the property firm on Tuesday, according to the daily trading update from Wood’s Ark Investment Management. Zillow plunged over 10% on the day after pulling the plug on its tech-powered home-flipping operation.\nArk’s purchases were worth around $25 million, based on the closing price.\n\nZillow was down again in early trading on Wednesday. The Seattle-based company plans to take writedowns of as much as $569 million and reduce its workforce by 25% as it ditches the algorithm-driven business in the coming months, it said.\nWood is well known for buying the dip in her high-conviction bets. She and her firm frequently emphasize they have at least a five-year investment horizon, and acknowledge that the disruptive companies they target are often volatile.\nAfter delivering a 153% return last year, ARKK has lost about 1% in 2021. While its largest holding Tesla Inc. has soared, the fund has been dragged down by other top picks including Zillow, Roku Inc. and Zoom Video Communications Inc.\nThe $21.8 billion ARKK owns around 7.1 million shares in Zillow worth more than $600 million, according to data compiled by Bloomberg. Wood also owns stakes via the $3.4 billion ARK Fintech Innovation ETF (ARKF) and the $5.6 billion ARK Next Generation Internet ETF (ARKW), making her firm Zillow’s fifth-largest shareholder.\nThe daily trading updates from Ark show only active decisions by the management team and do not include creation or redemption activity caused by investor flows. For that reason, the firm’s exact trading activity may vary.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854554285,"gmtCreate":1635470077994,"gmtModify":1635470105783,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Will drop?","listText":"Will drop?","text":"Will drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/854554285","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","kind":"news","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&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;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%&nbsp;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>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>\n <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b>&nbsp;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&nbsp;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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\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&nbsp;revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday,&nbsp;which Apple CEO Tim Cook attributed to larger-than-expected supply constraints&nbsp;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%&nbsp;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>&nbsp;$1.24 vs. $1.24&nbsp;estimated</li>\n <li><b>Revenue:</b>&nbsp;$83.36&nbsp;billion&nbsp;&nbsp;vs.&nbsp;$84.85&nbsp;billion&nbsp;estimated, up 29% year-over-year</li>\n <li><b>iPhone revenue:</b>&nbsp;$38.87&nbsp;billion&nbsp;vs. $41.51&nbsp;billion&nbsp;estimated, up 47% year-over-year</li>\n <li><b>Services revenue:</b>&nbsp;$18.28&nbsp;billion&nbsp;vs. $17.64&nbsp;billion&nbsp;estimated,&nbsp;up 25.6% year-over-year</li>\n <li><b>Other Products revenue:</b>&nbsp;$8.79&nbsp;billion&nbsp;vs. $9.33&nbsp;billion&nbsp;estimated, up 11.5% year-over-year</li>\n <li><b>Mac revenue:</b>&nbsp;$9.18&nbsp;billion&nbsp;vs. $9.23&nbsp;billion&nbsp;estimated, up 1.6% year-over-year</li>\n <li><b>iPad revenue:</b>&nbsp;$8.25&nbsp;billion&nbsp;vs. $7.23&nbsp;billion&nbsp;estimated, up 21.4% year-over-year</li>\n <li><b>Gross margin:</b>&nbsp;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&nbsp;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":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884169199,"gmtCreate":1631868080311,"gmtModify":1632805693085,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/884169199","repostId":"1179511931","repostType":4,"repost":{"id":"1179511931","kind":"news","pubTimestamp":1631867750,"share":"https://www.laohu8.com/m/news/1179511931?lang=&edition=full","pubTime":"2021-09-17 16:35","market":"us","language":"en","title":"Buy Micron Before It's Too Late","url":"https://stock-news.laohu8.com/highlight/detail?id=1179511931","media":"Seeking Alpha","summary":"Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Micron just fell into negative territory for the year.</li>\n <li>But, Micron’s revenues and gross margins are still in a period of expansion.</li>\n <li>ASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.</li>\n <li>Micron’s growth is cheap.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea6943b055b8a3f717a6e1f6c038c065\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p>\n<p>While Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.<b>Micron’s growth has a discount valuation</b></p>\n<p>There is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5c829571acfd54e941f1e37db53c201\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Based off of Micron’s commercial scorecard for the&nbsp;third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.</p>\n<p>Micron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and&nbsp;higher read/write speeds&nbsp;compared to previous gen technology.</p>\n<p>Micron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.</p>\n<p>Based off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5d89b8802b7996741e4b60b54a54845\" tg-width=\"1222\" tg-height=\"546\" width=\"100%\" height=\"auto\"><span>Source: Micron</span></p>\n<p>It is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1&nbsp;and&nbsp;Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e283b9bc8c553794392443dd078baf1f\" tg-width=\"570\" tg-height=\"355\" width=\"100%\" height=\"auto\"><span>Source: TrendForce, Pulsenews</span></p>\n<p>The DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply&nbsp;crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could&nbsp;last until 2023.</p>\n<p>I don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.</p>\n<p>Micron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.</p>\n<p>Micron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d32e2254ff113771bc630708156433b\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Turning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.</p>\n<p><b>Conclusion</b></p>\n<p>For the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.</p>\n<p>Due to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Micron Before It's Too Late</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Micron Before It's Too Late\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-17 16:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and gross margins are still in a period of expansion.\nASP growth in DRAM and NAND and increased bit ...</p>\n\n<a href=\"https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4455688-buy-micron-before-its-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179511931","content_text":"Summary\n\nShares of Micron just fell into negative territory for the year.\nBut, Micron’s revenues and gross margins are still in a period of expansion.\nASP growth in DRAM and NAND and increased bit shipments could push Micron’s margin closer to 50% in the fourth quarter.\nMicron’s growth is cheap.\n\nSundry Photography/iStock Editorial via Getty Images\nWhile Micron Technology's (MU) commercial performance is excellent, the firm’s shares have trended downwards since April. But with Micron set to open its books for the fourth quarter at the end of September, the memory company could initiate a new upleg.Micron’s growth has a discount valuation\nThere is a big disconnect between Micron’s business and stock performance. Although the memory firm has enjoyed strengthening revenue growth in its main DRAM business and higher gross margins in FY 2021, shares of Micron have not performed nearly as well. Micron now posts a negative return of 1.8% year to date, but the firm’s fourth-quarter earnings card, set to be put on the table on September 28, 2021, could re-energize the shares.\nData by YCharts\nBased off of Micron’s commercial scorecard for the third quarter, the memory firm is in its best shape in years. Micron’s third-quarter revenues soared 36% year over year to $7.4B. The big driver of Micron’s revenue growth this year has been the DRAM business which benefits from strong demand from end markets and increasing average selling prices/ASPs. Micron’s DRAM business generated revenues of $5.4B in the third quarter, showing an increase of 52% year over year and a 23% top line improvement over the prior quarter. DRAM revenues generated 73% of all revenues for the firm and while bit shipments increased only slightly in FQ3’21, average DRAM selling prices jumped 20% quarter over quarter, strongly supporting Micron’s revenue growth.\nMicron’s second business, the NAND segment, saw relatively moderate revenue growth of 9% year over year to $1.8B in the third quarter and it is not nearly as important as the DRAM business regarding revenue contribution. The NAND segment represents just 24% of Micron’s total revenues, but the percentage is set to increase going forward as the firm accelerates the roll-out of its new 176-layer NAND node which promises better performance and higher read/write speeds compared to previous gen technology.\nMicron’s earnings card for the fourth quarter is just three weeks away, which makes this a good time to discuss what we can expect from Micron’s last fiscal quarter of the year.\nBased off of Micron’s guidance, the firm expects sustained business momentum in the fourth-quarter, with revenues expected to shoot up to $8.2B +/- $200 million and gross margins to grow to 47.0% +/- 1%. If Micron hits the base-case forecast, the memory firm is set to increase its revenues 10% quarter over quarter and expand its gross margin by 4.1 PP. In the high case, Micron could generate $8.4B in fourth-quarter revenues (13% quarter over quarter growth) and gross margins of 48.0%, signaling an increase of 5.1 PP, quarter over quarter.\nSource: Micron\nIt is likely that end markets remained strong in Micron’s fourth quarter - Samsung and SK Hynix forecasted strong memory chip demand for the second half of the year (Source 1 and Source 2) - and, because of this, that both DRAM and NAND ASPs continued to see quarter over quarter growth. Samsung is the world's largest DRAM memory chip manufacturer by sales and market share, followed by SK Hynix and then Micron. All three companies saw a boost to their earnings in FY 2021 due to strong market conditions in memory chip markets.\nSource: TrendForce, Pulsenews\nThe DRAM market is still in a severe supply shortage which is why Micron's average selling prices surged 20% in the last quarter. Micron has said that it expects the chip supply crunch is going to drag into 2022. The supply shortage has its roots in the COVID-19 pandemic and resulted when a quicker than expected rebound in chip demand from the auto industry coincided with surging demand for consumer electronics. By some estimates, the supply shortage could last until 2023.\nI don’t expect strengthening DRAM ASP growth for the fourth quarter, but Micron could still see mid-single digit ASP growth in its core DRAM market. For that reason, I estimate that Micron will see an increase in the percentage of revenues generated from DRAM product sales. In FQ3’21, Micron generated 73% of sales from DRAM shipments and this percentage is poised to rise even higher in FQ4’21. Depending on how resilient DRAM product pricing was in Micron’s fourth quarter, the firm could move closer to a 50% gross margin and issue a new, strong forecast for FQ1’22.\nMicron’s 1-alpha DRAM and 176-layer NAND nodes will likely have seen higher shipment volumes in the fourth quarter. Longer term, I expect Micron’s NAND business to see stronger growth and Micron’s DRAM business to decelerate as the supply shortage in the DRAM market gets resolved and Micron accelerates shipments of its new 176-layer NAND node. Because of Micron’s investments in NAND innovation, Micron could grow the share of NAND-generated revenues from 24% in FQ3’21 to 30-35% over the next 1 or 2 years.\nMicron is growing rapidly and there is no indication that this growth is slowing down. Micron is set to add one billion dollars to its top line in the fourth quarter alone, and growth, so far, is still strengthening. Estimates call for $37.0B in revenues (33% year over year growth) and $11.20 in EPS (87% year over year growth) for FY 2022, implying that Micron’s growth is undervalued at an earnings multiplier factor around seven. Micron’s estimates are rising and refreshed updates after the release of the FQ4’21 earnings card could create fertile ground for a new upleg.\nData by YCharts\nTurning to risk, the supply shortage in Micron’s DRAM business fueled DRAM ASP growth this year, but as the market corrects this imbalance, DRAM prices could come down substantially... which is a risk for the stock. Since DRAM sales account for 73% of Micron’s total revenues, falling average DRAM selling prices are poised to weigh on Micron’s commercial performance more than a similar decrease in NAND ASPs would. However, Micron could, potentially, counter some of these DRAM pricing risks by increasing shipments of its newest NAND products. As the company gets ready to scale its NAND business, a decline in DRAM revenues could be counterbalanced by higher NAND revenues. Besides falling DRAM prices, a slowdown in revenue growth and lower gross margins would indicate the end of the current semiconductor cycle and lower capital/stock returns.\nConclusion\nFor the last fiscal quarter of the year, I expect Micron to table a very strong earnings card with revenues coming in at the top of guidance and gross margins potentially exceeding Micron’s own forecast… which could push shares of Micron into a new upleg.\nDue to strength in consumer end markets, ASPs in both DRAM and NAND segments likely grew at a positive rate in Micron’s fourth quarter. Increased bit shipments for 1-alpha DRAM and 176-layer NAND nodes and a DRAM supply shortage all help to set Micron up for continual growth in FY 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813485830,"gmtCreate":1630230795420,"gmtModify":1704957294745,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813485830","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p>\n<p>Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p>\n<h3>1. Opendoor is winning the iBuying battle</h3>\n<p>The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p>\n<p>Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p>\n<p>After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p>\n<p>According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p>\n<h3>2. Revenue growth is ahead of schedule</h3>\n<p>When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p>\n<p>Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p>\n<p>In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p>\n<h3>3. SPACs are out of favor with the market... opportunity?</h3>\n<p>Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p>\n<p>Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p>\n<p>But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p>\n<p>Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p>\n<h3>Here's the bottom line</h3>\n<p>Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Unloved Tech Stock Could Make You Rich One Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Unloved Tech Stock Could Make You Rich One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698846666,"gmtCreate":1640351664646,"gmtModify":1640351664966,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Why I can't see the chart?","listText":"Why I can't see the chart?","text":"Why I can't see the chart?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698846666","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p>\n<p>Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p>\n<p><b>Returns have been unpredictable</b></p>\n<p>Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p>\n<p>Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p>\n<p><b>There's plenty of demand</b></p>\n<p>Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p>\n<p>Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p>\n<p><b>Profitability will take time</b></p>\n<p>Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p>\n<p>Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p>\n<p>BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p>\n<p>Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</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 Charts to Consider if You Want to Own an EV Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-24 19:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","LCID":"Lucid Group Inc","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698910584,"gmtCreate":1640273842553,"gmtModify":1640273966970,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Drop like no tomorrow","listText":"Drop like no tomorrow","text":"Drop like no tomorrow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/698910584","repostId":"1169545714","repostType":4,"repost":{"id":"1169545714","kind":"news","pubTimestamp":1640272530,"share":"https://www.laohu8.com/m/news/1169545714?lang=&edition=full","pubTime":"2021-12-23 23:15","market":"us","language":"en","title":"Nio is on watch with attractive buying opportunity called out by Deutsche Bank","url":"https://stock-news.laohu8.com/highlight/detail?id=1169545714","media":"seekingalpha","summary":"Niois a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months w","content":"<p>Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive&nbsp;buying opportunity heading into the new year.</p>\n<p>Analyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"</p>\n<p>Yu points to a big year for the ET5 model in particular.</p>\n<p>Deutsche Bank keeps a Buy rating on the Chinese EV stock.</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>Nio is on watch with attractive buying opportunity called out by Deutsche Bank</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio is on watch with attractive buying opportunity called out by Deutsche Bank\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.\nAnalyst Edison Yu: \"With the stock having ...</p>\n\n<a href=\"https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3783031-nio-is-on-watch-with-attractive-buying-opportunity-called-out-by-deutsche-bank","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169545714","content_text":"Nio(NYSE:NIO)is a new addition to the fresh money list at Deutsche Bank on what it calls an attractive buying opportunity heading into the new year.\nAnalyst Edison Yu: \"With the stock having underperformed materially in recent months, we see a great entry point setting up for a pivotal 2022. Investor sentiment has been lackluster due to lack of new vehicles and supply chain constraints, and most recently, the heightened US delisting risk. We believe these headwinds can all reverse in the coming 12 months with NIO launching 3 new models over the next 12 months and boosting manufacturing capacity from 120k to 600k.\"\nYu points to a big year for the ET5 model in particular.\nDeutsche Bank keeps a Buy rating on the Chinese EV stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812299784,"gmtCreate":1630588982148,"gmtModify":1631893181726,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good news?","listText":"Good news?","text":"Good news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/812299784","repostId":"2164847718","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831425656,"gmtCreate":1629342383375,"gmtModify":1633685530851,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Time to rebound?","listText":"Time to rebound?","text":"Time to rebound?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831425656","repostId":"1195086612","repostType":4,"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693669237,"gmtCreate":1640013933580,"gmtModify":1640013933894,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Wow keep drop","listText":"Wow keep drop","text":"Wow keep drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693669237","repostId":"1140794695","repostType":4,"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607442650,"gmtCreate":1639581597560,"gmtModify":1639581597866,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607442650","repostId":"2191956629","repostType":4,"repost":{"id":"2191956629","kind":"highlight","pubTimestamp":1639581203,"share":"https://www.laohu8.com/m/news/2191956629?lang=&edition=full","pubTime":"2021-12-15 23:13","market":"us","language":"en","title":"3 Things About Nvidia That Smart Investors Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2191956629","media":"Motley Fool","summary":"Nvidia is firing on all cylinders, but investors should recognize its three hidden weaknesses.","content":"<p>Most investors likely recognize <b>Nvidia</b> (NASDAQ:NVDA) as the world's largest producer of discrete GPUs. They'll also attribute its recent growth spurt to the secular expansion of the PC gaming and data center markets, and point out that it's trying to buy Arm Holdings -- the world's largest designer of mobile chips -- from <b>SoftBank</b> (OTC:SFTB.Y) for $40 billion.</p>\n<p>However, those bullet points only scratch the surface of Nvidia's business. To gain a deeper understanding of this complex chipmaker, we should analyze three finer points that only smarter investors have likely spotted.</p>\n<h2>1. It faces a hidden competitor in the data center market</h2>\n<p>The bullish thesis for Nvidia in the data center market is easy to grasp. CPUs use scalar processing, which process one piece of data at a time, while GPUs use vector processing, which processes a wide range of integers and floating point numbers simultaneously.</p>\n<p>CPUs can't process machine learning and artificial intelligence (AI) tasks as efficiently as GPUs, so big data center operators have been installing more of Nvidia's GPUs to handle those tasks. That's why Nvidia's data center revenue rose 55% year-over-year last quarter and accounted for 41% of its top line.</p>\n<p>But Nvidia faces a hidden competitor in this high-growth market: Graphcore, a private U.K. chipmaker that develops IPUs (intelligence processing units) for data centers. IPUs use graph processing, which process all of the data mapped out on a single graph at once.</p>\n<p>Graphcore claims graph processing is more efficient than both scalar and vector processing. Last year, it released the M2000, a plug-and-play AI processing system that directly competes against Nvidia's A100 system. At the time of its launch, the M2000 delivered one petaflop of processing power for $32,450, compared to the A100's price of $39,800 per petaflop.</p>\n<p>That price gap highlights a hidden long-term risk to Nvidia, since big data centers require thousands of petaflops of processing power. Nvidia is still much larger and more well-known than Graphcore, but the development of IPUs could challenge the notion that GPUs are the best choice for AI tasks.</p>\n<h2>2. It's not the world's largest GPU maker</h2>\n<p>Nvidia controlled 83% of the discrete GPU market in the third quarter of 2021, according to JPR. <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b> (NASDAQ:AMD) held the remaining 17%.</p>\n<p>Yet<b> Intel</b> (NASDAQ:INTC) is actually the world's largest GPU maker thanks to its integrated graphics chips for lower-end desktops and laptops. If we factor in those chips, Intel controlled 62% of the global GPU market in the third quarter, according to JPR, compared to 20% for Nvidia and 18% for AMD.</p>\n<p>That difference wouldn't be worth mentioning if Intel and Nvidia were staying in their own lanes. After all, Intel seemingly abandoned the discrete GPU market more than two decades ago.</p>\n<p>But in 2018, Intel announced it would launch a new discrete GPU by 2020. It achieved that goal with the launch of its new Xe GPUs last summer.</p>\n<p>The first chips in that series, the Iris Xe Max (DG1), targets Nvidia's GeForce MX and AMD's Radeon RX chips in gaming notebooks. Intel plans to target the desktop market with its higher-end DG2 chips next year, and it's developing an even higher-end GPU (codenamed Ponte Vecchio) to challenge Nvidia's high-end GPUs in the data center market.</p>\n<p>Intel hasn't emerged as a major threat yet, but that situation could change as it bundles more of its GPUs with CPUs for OEMs. Nvidia's investors should closely monitor these developments and see if they'll impact the gaming business, which generated 45% of its revenue last quarter.</p>\n<h2>3. The cryptocurrency market is a double-edged sword</h2>\n<p>Lastly, investors should pay attention to the cryptocurrency market. The last cryptocurrency boom and bust cycle in 2018 caused major headaches for Nvidia as miners hoarded cards and drove up prices for gamers. After that bubble popped, those miners flooded the secondhand market with used cards, which reduced the appeal of Nvidia's newer GPUs.</p>\n<p>Nvidia has taken two major steps to avoid another bubble: It capped the hash rate of its new RTX GPUs to make them less appealing for <b>Ethereum </b>(CRYPTO:ETH) miners, and released a new line of dedicated crypto mining (CMP) cards to keep its gaming and mining markets separate.</p>\n<p>Unfortunately, hackers quickly found a way to bypass Nvidia's hash rate limitations for its RTX cards. Meanwhile, the hot crypto market has recently caused prices for Nvidia's CMP cards to skyrocket, and that trend could make unlocked RTX cards a more cost efficient way to mine Ethereum.</p>\n<p>That's the exact scenario Nvidia wanted to avoid, and it could face another ugly boom and bust in the cryptocurrency market in the near future.</p>\n<h2>Will these factors weigh down Nvidia's stock?</h2>\n<p>I'm still bullish on Nvidia and its long-term growth potential in the gaming and data center markets. But smart investors shouldn't ignore these three hidden threats, which could all stir up unexpected headwinds and challenge analysts' rising expectations for the beloved chipmaker.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Things About Nvidia That Smart Investors Know</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 Things About Nvidia That Smart Investors Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/15/3-things-about-nvidia-that-smart-investors-know/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors likely recognize Nvidia (NASDAQ:NVDA) as the world's largest producer of discrete GPUs. They'll also attribute its recent growth spurt to the secular expansion of the PC gaming and data...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/15/3-things-about-nvidia-that-smart-investors-know/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4529":"IDC概念","BK4567":"ESG概念","BK4543":"AI","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","NVDA":"英伟达","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4211":"区域性银行","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓","ISBC":"投资者银行","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/15/3-things-about-nvidia-that-smart-investors-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191956629","content_text":"Most investors likely recognize Nvidia (NASDAQ:NVDA) as the world's largest producer of discrete GPUs. They'll also attribute its recent growth spurt to the secular expansion of the PC gaming and data center markets, and point out that it's trying to buy Arm Holdings -- the world's largest designer of mobile chips -- from SoftBank (OTC:SFTB.Y) for $40 billion.\nHowever, those bullet points only scratch the surface of Nvidia's business. To gain a deeper understanding of this complex chipmaker, we should analyze three finer points that only smarter investors have likely spotted.\n1. It faces a hidden competitor in the data center market\nThe bullish thesis for Nvidia in the data center market is easy to grasp. CPUs use scalar processing, which process one piece of data at a time, while GPUs use vector processing, which processes a wide range of integers and floating point numbers simultaneously.\nCPUs can't process machine learning and artificial intelligence (AI) tasks as efficiently as GPUs, so big data center operators have been installing more of Nvidia's GPUs to handle those tasks. That's why Nvidia's data center revenue rose 55% year-over-year last quarter and accounted for 41% of its top line.\nBut Nvidia faces a hidden competitor in this high-growth market: Graphcore, a private U.K. chipmaker that develops IPUs (intelligence processing units) for data centers. IPUs use graph processing, which process all of the data mapped out on a single graph at once.\nGraphcore claims graph processing is more efficient than both scalar and vector processing. Last year, it released the M2000, a plug-and-play AI processing system that directly competes against Nvidia's A100 system. At the time of its launch, the M2000 delivered one petaflop of processing power for $32,450, compared to the A100's price of $39,800 per petaflop.\nThat price gap highlights a hidden long-term risk to Nvidia, since big data centers require thousands of petaflops of processing power. Nvidia is still much larger and more well-known than Graphcore, but the development of IPUs could challenge the notion that GPUs are the best choice for AI tasks.\n2. It's not the world's largest GPU maker\nNvidia controlled 83% of the discrete GPU market in the third quarter of 2021, according to JPR. AMD (NASDAQ:AMD) held the remaining 17%.\nYet Intel (NASDAQ:INTC) is actually the world's largest GPU maker thanks to its integrated graphics chips for lower-end desktops and laptops. If we factor in those chips, Intel controlled 62% of the global GPU market in the third quarter, according to JPR, compared to 20% for Nvidia and 18% for AMD.\nThat difference wouldn't be worth mentioning if Intel and Nvidia were staying in their own lanes. After all, Intel seemingly abandoned the discrete GPU market more than two decades ago.\nBut in 2018, Intel announced it would launch a new discrete GPU by 2020. It achieved that goal with the launch of its new Xe GPUs last summer.\nThe first chips in that series, the Iris Xe Max (DG1), targets Nvidia's GeForce MX and AMD's Radeon RX chips in gaming notebooks. Intel plans to target the desktop market with its higher-end DG2 chips next year, and it's developing an even higher-end GPU (codenamed Ponte Vecchio) to challenge Nvidia's high-end GPUs in the data center market.\nIntel hasn't emerged as a major threat yet, but that situation could change as it bundles more of its GPUs with CPUs for OEMs. Nvidia's investors should closely monitor these developments and see if they'll impact the gaming business, which generated 45% of its revenue last quarter.\n3. The cryptocurrency market is a double-edged sword\nLastly, investors should pay attention to the cryptocurrency market. The last cryptocurrency boom and bust cycle in 2018 caused major headaches for Nvidia as miners hoarded cards and drove up prices for gamers. After that bubble popped, those miners flooded the secondhand market with used cards, which reduced the appeal of Nvidia's newer GPUs.\nNvidia has taken two major steps to avoid another bubble: It capped the hash rate of its new RTX GPUs to make them less appealing for Ethereum (CRYPTO:ETH) miners, and released a new line of dedicated crypto mining (CMP) cards to keep its gaming and mining markets separate.\nUnfortunately, hackers quickly found a way to bypass Nvidia's hash rate limitations for its RTX cards. Meanwhile, the hot crypto market has recently caused prices for Nvidia's CMP cards to skyrocket, and that trend could make unlocked RTX cards a more cost efficient way to mine Ethereum.\nThat's the exact scenario Nvidia wanted to avoid, and it could face another ugly boom and bust in the cryptocurrency market in the near future.\nWill these factors weigh down Nvidia's stock?\nI'm still bullish on Nvidia and its long-term growth potential in the gaming and data center markets. But smart investors shouldn't ignore these three hidden threats, which could all stir up unexpected headwinds and challenge analysts' rising expectations for the beloved chipmaker.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868127953,"gmtCreate":1632622063672,"gmtModify":1632650997828,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Can try little","listText":"Can try little","text":"Can try little","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868127953","repostId":"2170909614","repostType":4,"repost":{"id":"2170909614","kind":"highlight","pubTimestamp":1632619163,"share":"https://www.laohu8.com/m/news/2170909614?lang=&edition=full","pubTime":"2021-09-26 09:19","market":"us","language":"en","title":"2 Recession-Proof Stocks to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2170909614","media":"Motley Fool","summary":"In both good times and bad, you can count on these stalwarts to protect your portfolio.","content":"<p>Let me be clear: No <a href=\"https://laohu8.com/S/AONE.U\">one</a> knows with any level of certainly when the next recession is going to happen. No one. But that doesn't stop strategists at big banks or talking heads on financial news outlets from trying to make predictions. And particularly as of late, concerns including higher inflation, the Fed's policies, and the ongoing pandemic are all complicating things more for investors.&nbsp;</p>\n<p>There is one course of action, however, that you can take to position your portfolio for whatever happens next in the economy or the stock market. I'm talking about looking at recession-proof stocks, which perform well in both good and bad times. Here are two resilient retailers you might want to consider.&nbsp;</p>\n<h2>Winning the discount store battle&nbsp;</h2>\n<p>With sales of $33.7 billion over the past 12 months,&nbsp;<b>Dollar General</b>&nbsp;(NYSE:DG) is the largest discount-store chain in the U.S. The Tennessee-based business has over 17,683 general merchandise stores that sell snacks, beauty products, cleaning supplies, apparel and more with prices primarily less than $5. The business experienced a surge during the pandemic but in the most recent quarter, sales were essentially flat when faced with a tough year-ago comparison.&nbsp;</p>\n<p>Since Dollar General's prices are so low, it does well in downturned economic times as people try to save money. During the Great Recession, revenue didn't decline, as the company's value proposition for budget-conscious customers strengthened. Fiscal 2020 was Dollar General's 31st straight year of same-store sales (or comps) growth. The stock has been a historical winner, too, beating the <b>S&amp;P 500</b>&nbsp;over the past three-, five-, and 10-year time frames.&nbsp;</p>\n<p>A remarkable 75% of Dollar General's stores are in towns with fewer than 20,000 people, providing the business with a location-based advantage. This strategy doesn't make financial sense for many big-box retailers, which often leaves Dollar General as the primary shopping outlet in these rural communities. Choosing these areas to build its stores, averaging 7,400&nbsp;square feet in size, is also cheaper. It's no wonder the company's net income has soared 336%&nbsp;over the past decade.&nbsp;</p>\n<p>Management still has plans to add new stores at a fast clip, with 1,050 openings scheduled for this fiscal year alone. Dollar General also pays a dividend, has been a perennial share repurchaser, and trades for a reasonable 21 times forward earnings. Add this discount retailer to your shopping bag if you're worried about a looming recession.&nbsp;</p>\n<p><img src=\"https://static.tigerbbs.com/b3d4a244507fb92fcac35bd309bdc089\" tg-width=\"700\" tg-height=\"560\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h2>A booming auto parts chain&nbsp;</h2>\n<p>Another top-notch recession-proof business to consider is <b>O'Reilly Automotive</b>&nbsp;(NASDAQ:ORLY). Operating in a boring sector of the economy, this company thrived during the pandemic as consumers increased their spending on auto repairs. And the momentum is still strong. In the most recent quarter, comps jumped 9.9%. And this was after growing 16.2% in the second quarter of 2020.&nbsp;</p>\n<p>During 2008 and 2009, O'Reilly's sales increased 41.8% and 35.5%, respectively, as consumers held off purchasing new cars and instead invested in extending the life of the automobiles they already owned. But even in prosperous economic times, people tend to drive more on average, raising wear and tear on vehicles and supporting demand for the chain's products.&nbsp;</p>\n<p>O'Reilly's competitive advantage stems from a robust distribution network, which is strengthened by over 5,700 stores in the U.S. Customers are not only do-it-yourselfers, but also auto mechanics that need parts as quickly as possible to run their businesses. This is the main reason the company has defended itself against the threat of e-commerce. \"Last quarter, about three-quarters of our online sales were pick up in store or ship to store,\" CEO Greg Johnson said on the earnings&nbsp;call, demonstrating the immediacy of product need.&nbsp;</p>\n<p>Having reduced the outstanding share count by half since 2011, O'Reilly directs any cash flow left after reinvesting in the business toward buybacks, boosting investor returns. What's more, a forward price-to-earnings ratio of 22 for such a high-quality company seems to make the stock a no-brainer.&nbsp;</p>\n<p>There will always be fears on investors' minds at any point in time. The best protection against this is to seek out exceptional stocks that have proven business models in any macroeconomic climate. That being said, it doesn't get much better than Dollar General and O'Reilly.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Recession-Proof Stocks to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Recession-Proof Stocks to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/25/2-recession-proof-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let me be clear: No one knows with any level of certainly when the next recession is going to happen. No one. But that doesn't stop strategists at big banks or talking heads on financial news outlets ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/25/2-recession-proof-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F641512%2Fgettyimages-471068193.jpg&amp;w=700&amp;op=resize","relate_stocks":{"DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2021/09/25/2-recession-proof-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170909614","content_text":"Let me be clear: No one knows with any level of certainly when the next recession is going to happen. No one. But that doesn't stop strategists at big banks or talking heads on financial news outlets from trying to make predictions. And particularly as of late, concerns including higher inflation, the Fed's policies, and the ongoing pandemic are all complicating things more for investors. \nThere is one course of action, however, that you can take to position your portfolio for whatever happens next in the economy or the stock market. I'm talking about looking at recession-proof stocks, which perform well in both good and bad times. Here are two resilient retailers you might want to consider. \nWinning the discount store battle \nWith sales of $33.7 billion over the past 12 months, Dollar General (NYSE:DG) is the largest discount-store chain in the U.S. The Tennessee-based business has over 17,683 general merchandise stores that sell snacks, beauty products, cleaning supplies, apparel and more with prices primarily less than $5. The business experienced a surge during the pandemic but in the most recent quarter, sales were essentially flat when faced with a tough year-ago comparison. \nSince Dollar General's prices are so low, it does well in downturned economic times as people try to save money. During the Great Recession, revenue didn't decline, as the company's value proposition for budget-conscious customers strengthened. Fiscal 2020 was Dollar General's 31st straight year of same-store sales (or comps) growth. The stock has been a historical winner, too, beating the S&P 500 over the past three-, five-, and 10-year time frames. \nA remarkable 75% of Dollar General's stores are in towns with fewer than 20,000 people, providing the business with a location-based advantage. This strategy doesn't make financial sense for many big-box retailers, which often leaves Dollar General as the primary shopping outlet in these rural communities. Choosing these areas to build its stores, averaging 7,400 square feet in size, is also cheaper. It's no wonder the company's net income has soared 336% over the past decade. \nManagement still has plans to add new stores at a fast clip, with 1,050 openings scheduled for this fiscal year alone. Dollar General also pays a dividend, has been a perennial share repurchaser, and trades for a reasonable 21 times forward earnings. Add this discount retailer to your shopping bag if you're worried about a looming recession. \n\nImage source: Getty Images.\nA booming auto parts chain \nAnother top-notch recession-proof business to consider is O'Reilly Automotive (NASDAQ:ORLY). Operating in a boring sector of the economy, this company thrived during the pandemic as consumers increased their spending on auto repairs. And the momentum is still strong. In the most recent quarter, comps jumped 9.9%. And this was after growing 16.2% in the second quarter of 2020. \nDuring 2008 and 2009, O'Reilly's sales increased 41.8% and 35.5%, respectively, as consumers held off purchasing new cars and instead invested in extending the life of the automobiles they already owned. But even in prosperous economic times, people tend to drive more on average, raising wear and tear on vehicles and supporting demand for the chain's products. \nO'Reilly's competitive advantage stems from a robust distribution network, which is strengthened by over 5,700 stores in the U.S. Customers are not only do-it-yourselfers, but also auto mechanics that need parts as quickly as possible to run their businesses. This is the main reason the company has defended itself against the threat of e-commerce. \"Last quarter, about three-quarters of our online sales were pick up in store or ship to store,\" CEO Greg Johnson said on the earnings call, demonstrating the immediacy of product need. \nHaving reduced the outstanding share count by half since 2011, O'Reilly directs any cash flow left after reinvesting in the business toward buybacks, boosting investor returns. What's more, a forward price-to-earnings ratio of 22 for such a high-quality company seems to make the stock a no-brainer. \nThere will always be fears on investors' minds at any point in time. The best protection against this is to seek out exceptional stocks that have proven business models in any macroeconomic climate. That being said, it doesn't get much better than Dollar General and O'Reilly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886466696,"gmtCreate":1631617531015,"gmtModify":1631891317094,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886466696","repostId":"1160275332","repostType":4,"repost":{"id":"1160275332","kind":"news","pubTimestamp":1631604098,"share":"https://www.laohu8.com/m/news/1160275332?lang=&edition=full","pubTime":"2021-09-14 15:21","market":"us","language":"en","title":"Busy IPO market this week poised to make 2021 the biggest year ever by proceeds","url":"https://stock-news.laohu8.com/highlight/detail?id=1160275332","media":"MarketWatch","summary":"Swiss running-shoe company backed by Roger Federer and drive-through coffee chain expected to hit th","content":"<p>Swiss running-shoe company backed by Roger Federer and drive-through coffee chain expected to hit the market this week </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18111af5f5bda21b3128860fe616c5ca\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Swiss tennis giant Roger Federer is a backer of one of this week's bigger IPOs.</span></p>\n<p></p>\n<p></p>\n<p>After a flurry of initial-public-offering launches last week&nbsp;set the market up for a busy fall for deals, 11 are expected to price this week and raise more than $3 billion in proceeds. </p>\n<p></p>\n<p>If all deals materialize, it will make 2021 the biggest year for IPO proceeds ever, and shatter the previous record by about 30%, according to Bill Smith, founder and chief executive of Renaissance Capital, a provider of institutional research and exchange-traded funds oriented around IPOs. The market is expected to see some 375 deals for the year, raising $125 billion, according to Renaissance, beating the $97 billion raised in 2000 during the dot-com boom. </p>\n<p></p>\n<p>“After the long summer break, this week is a litmus test for upcoming tech, biotech, and consumer IPOs,” Smith wrote in a market commentary. The list includes a Swiss running-shoe company backed by tennis giant Roger Federer, a drive-through coffee kiosk operator and a mortgage insurer that was spun out of insurer Genworth Financial. </p>\n<p></p>\n<p>The biggest deal of the week is expected to come from Thoughtworks,a Chicago-based technology consultancy that will go public at a valuation of up to $6.1 billion.</p>\n<p>The company, which expects to change its name from Turing Holding Corp. to Thoughtworks with completion of the IPO, said a total of 36.84 million shares will be offered, split between the company and selling shareholders.</p>\n<p></p>\n<p>The deal is expected to price at between $18 and $20 a share, and the stock will trade on the Nasdaq under the ticker symbol “TWKS.” Goldman Sachs and JPMorgan are the lead underwriters. The company recorded net income of $79.3 million on revenue of $803.4 million in 2020, after income of $28.4 million on revenue of $772.2 million in 2019.</p>\n<p>The Swiss athletic-footwear maker On Holding&nbsp;is expected to raise up to $622 million at a valuation of almost $6 billion. On has applied to list 31.1 million shares priced at $18 to $20 each on the New York Stock Exchange, under the ticker symbol “ONON.”</p>\n<p></p>\n<p>Goldman Sachs, Morgan Stanley and Morgan Stanley are lead underwriters in a syndicate of nine banks on the On deal. Proceeds are to be used for general corporate purposes. The company has a line that it co-developed with Federer.</p>\n<p></p>\n<p>The company had net income of 3.8 million Swiss francs ($4.1 million) in the six months through June 30, after a loss of 33.1 million francs in the year-earlier period,&nbsp;according to its IPO documents.&nbsp;Sales came to 315.5 million francs, up from 170.9 million francs.</p>\n<p></p>\n<p>Also from Switzerland, sports betting site Sportrader Group AG&nbsp;plans to offer 19 million shares priced at $25 to $28 each, for a valuation of up to $31 billion. The company has applied to list on Nasdaq under the ticker symbol “SRAD.” JPMorgan, Morgan Stanley, Citigroup and UBS are lead underwriters in a syndicate of 13 banks working on the deal.</p>\n<p></p>\n<p>Proceeds are to be used for working capital and to spur growth. The company had a net profit of $29.9 million in the first six months of the year, on revenue of $321 million,&nbsp;according to its filing documents.</p>\n<p></p>\n<p>Dutch Bros Inc.,an operator of drive-through shops that serve hot and cold drinks mostly in western U.S. states, is planning to offer 21.1 million shares priced at $18 to $20 each in its IPO, valuing the company at up to $3.3 billion.</p>\n<p></p>\n<p>BofA Securities, JPMorgan and Jefferies are lead underwriters in a syndicate of 13 banks working on the deal. The company has applied to list on the New York Stock Exchange under the ticker symbol “BROS.”</p>\n<p>Proceeds are to be used to purchase additional Class A shares — the company is planning to have four classes of stock with differing voting rights. The company had a net loss of $13.6 million, or 32 cents a share, in the first six months of the year, narrower than the loss of $16.5 million, or 38 cents a share, posted in the year-earlier period. Revenue fell to $227.9 million from $327.4 million.</p>\n<p></p>\n<p><b>Rounding out the list are:</b></p>\n<p>•&nbsp;Definitive Healthcare Corp.,&nbsp;a Massachusetts-based provider of healthcare commercial intelligence, is planning to offer 15.56 million shares in its PO, which is expected to price between $21 and $24 a share. At that pricing, the company could be valued at up to $3.55 billion.</p>\n<p>•&nbsp;Enact Holdings Inc., a mortgage insurer owned by Genworth, is planning to offer 13.3 million shares priced at $19 to $20 each. The company would be valued at $3.3 billion at the top of that range. The company said all shares will be sold by Genworth and it will not receive any proceeds. It has applied to list on Nasdaq under the ticker “ACT.” Goldman Sachs and JPMorgan are lead underwriters in a team of nine banks working on the deal.</p>\n<p>•&nbsp;ForgeRock<a href=\"https://www.marketwatch.com/investing/stock/FORG?mod=MW_story_quote&amp;mod=article_inline\" target=\"_blank\">,</a>&nbsp;a California-based identity security platform, is looking to raise up to $264 million with an offering of 11 million shares priced between $21 and $24 a share. That pricing would value the company a valuation of up to $1.91 billion.</p>\n<p>The stock is expected to list on the NYSE under the ticker symbol “FORG.” Morgan Stanley and JPMorgan are the lead underwriters. The company recorded a net loss of $41.8 million on revenue of $127.6 million in 2020, after a loss of $36.9 million on revenue of $104.5 million in 2019.</p>\n<p><b>•</b>Dice Therapeutics&nbsp;is expected to raise up to $170 million at a valuation of up to $583 million and list on Nasdaq under the ticker symbol “DICE.” The biotech is developing therapies to treat chronic diseases in the field of immunology.</p>\n<p><b>•</b>Surgical robotics developer Procept BioRobotics,is aiming to raise up to $132 million at a valuation of about $1 billion with plans to list on Nasdaq under the ticker symbol “PRCT.” BofA Securities and Goldman Sachs are lead underwriters.</p>\n<p>“We develop, manufacture and sell the AquaBeam Robotic System, an advanced, image-guided, surgical robotic system for use in minimally invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia, or BPH,” the company says in its IPO documents.</p>\n<p><b>•</b>Tyra Biosciences is aiming to raise $107.2 million in IPO proceeds at a valuation of $589 million. The biotech’s leading product candidate is a treatment for bladder cancer. It has applied to list on Nasdaq under the symbol “TYRA.”</p>\n<p><b>•</b>EzFill Holdings, an app-based mobile fueling company in South Florida, is planning to raise $25 million at a valuation of $100 million. The company has applied to list on Nasdaq under the ticker symbol “EZFL.” ThinkEquity is sole underwriter.</p>\n<p>The Renaissance IPO ETF&nbsp;has gained 6% to date in 2021, while the S&amp;P 500&nbsp;has advanced 19%.</p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>","source":"lsy1603348471595","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>Busy IPO market this week poised to make 2021 the biggest year ever by proceeds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBusy IPO market this week poised to make 2021 the biggest year ever by proceeds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 15:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/busy-ipo-market-this-week-may-make-2021-the-biggest-year-for-proceeds-and-break-previous-record-by-30-11631554372?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Swiss running-shoe company backed by Roger Federer and drive-through coffee chain expected to hit the market this week \nSwiss tennis giant Roger Federer is a backer of one of this week's bigger IPOs.\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/busy-ipo-market-this-week-may-make-2021-the-biggest-year-for-proceeds-and-break-previous-record-by-30-11631554372?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ONON":"On Holding AG",".IXIC":"NASDAQ Composite","DRNA":"Dicerna Pharmaceuticals, Inc.",".DJI":"道琼斯","DH":"Definitive Healthcare Corp.","SRAD":"Sportradar Group AG",".SPX":"S&P 500 Index","TWKS":"Thoughtworks Holding Inc.","TYRA":"Tyra Biosciences, Inc.","BROS":"Dutch Bros Inc.","PRCT":"PROCEPT BioRobotics","FORG":"ForgeRock, Inc."},"source_url":"https://www.marketwatch.com/story/busy-ipo-market-this-week-may-make-2021-the-biggest-year-for-proceeds-and-break-previous-record-by-30-11631554372?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160275332","content_text":"Swiss running-shoe company backed by Roger Federer and drive-through coffee chain expected to hit the market this week \nSwiss tennis giant Roger Federer is a backer of one of this week's bigger IPOs.\n\n\nAfter a flurry of initial-public-offering launches last week set the market up for a busy fall for deals, 11 are expected to price this week and raise more than $3 billion in proceeds. \n\nIf all deals materialize, it will make 2021 the biggest year for IPO proceeds ever, and shatter the previous record by about 30%, according to Bill Smith, founder and chief executive of Renaissance Capital, a provider of institutional research and exchange-traded funds oriented around IPOs. The market is expected to see some 375 deals for the year, raising $125 billion, according to Renaissance, beating the $97 billion raised in 2000 during the dot-com boom. \n\n“After the long summer break, this week is a litmus test for upcoming tech, biotech, and consumer IPOs,” Smith wrote in a market commentary. The list includes a Swiss running-shoe company backed by tennis giant Roger Federer, a drive-through coffee kiosk operator and a mortgage insurer that was spun out of insurer Genworth Financial. \n\nThe biggest deal of the week is expected to come from Thoughtworks,a Chicago-based technology consultancy that will go public at a valuation of up to $6.1 billion.\nThe company, which expects to change its name from Turing Holding Corp. to Thoughtworks with completion of the IPO, said a total of 36.84 million shares will be offered, split between the company and selling shareholders.\n\nThe deal is expected to price at between $18 and $20 a share, and the stock will trade on the Nasdaq under the ticker symbol “TWKS.” Goldman Sachs and JPMorgan are the lead underwriters. The company recorded net income of $79.3 million on revenue of $803.4 million in 2020, after income of $28.4 million on revenue of $772.2 million in 2019.\nThe Swiss athletic-footwear maker On Holding is expected to raise up to $622 million at a valuation of almost $6 billion. On has applied to list 31.1 million shares priced at $18 to $20 each on the New York Stock Exchange, under the ticker symbol “ONON.”\n\nGoldman Sachs, Morgan Stanley and Morgan Stanley are lead underwriters in a syndicate of nine banks on the On deal. Proceeds are to be used for general corporate purposes. The company has a line that it co-developed with Federer.\n\nThe company had net income of 3.8 million Swiss francs ($4.1 million) in the six months through June 30, after a loss of 33.1 million francs in the year-earlier period, according to its IPO documents. Sales came to 315.5 million francs, up from 170.9 million francs.\n\nAlso from Switzerland, sports betting site Sportrader Group AG plans to offer 19 million shares priced at $25 to $28 each, for a valuation of up to $31 billion. The company has applied to list on Nasdaq under the ticker symbol “SRAD.” JPMorgan, Morgan Stanley, Citigroup and UBS are lead underwriters in a syndicate of 13 banks working on the deal.\n\nProceeds are to be used for working capital and to spur growth. The company had a net profit of $29.9 million in the first six months of the year, on revenue of $321 million, according to its filing documents.\n\nDutch Bros Inc.,an operator of drive-through shops that serve hot and cold drinks mostly in western U.S. states, is planning to offer 21.1 million shares priced at $18 to $20 each in its IPO, valuing the company at up to $3.3 billion.\n\nBofA Securities, JPMorgan and Jefferies are lead underwriters in a syndicate of 13 banks working on the deal. The company has applied to list on the New York Stock Exchange under the ticker symbol “BROS.”\nProceeds are to be used to purchase additional Class A shares — the company is planning to have four classes of stock with differing voting rights. The company had a net loss of $13.6 million, or 32 cents a share, in the first six months of the year, narrower than the loss of $16.5 million, or 38 cents a share, posted in the year-earlier period. Revenue fell to $227.9 million from $327.4 million.\n\nRounding out the list are:\n• Definitive Healthcare Corp., a Massachusetts-based provider of healthcare commercial intelligence, is planning to offer 15.56 million shares in its PO, which is expected to price between $21 and $24 a share. At that pricing, the company could be valued at up to $3.55 billion.\n• Enact Holdings Inc., a mortgage insurer owned by Genworth, is planning to offer 13.3 million shares priced at $19 to $20 each. The company would be valued at $3.3 billion at the top of that range. The company said all shares will be sold by Genworth and it will not receive any proceeds. It has applied to list on Nasdaq under the ticker “ACT.” Goldman Sachs and JPMorgan are lead underwriters in a team of nine banks working on the deal.\n• ForgeRock, a California-based identity security platform, is looking to raise up to $264 million with an offering of 11 million shares priced between $21 and $24 a share. That pricing would value the company a valuation of up to $1.91 billion.\nThe stock is expected to list on the NYSE under the ticker symbol “FORG.” Morgan Stanley and JPMorgan are the lead underwriters. The company recorded a net loss of $41.8 million on revenue of $127.6 million in 2020, after a loss of $36.9 million on revenue of $104.5 million in 2019.\n•Dice Therapeutics is expected to raise up to $170 million at a valuation of up to $583 million and list on Nasdaq under the ticker symbol “DICE.” The biotech is developing therapies to treat chronic diseases in the field of immunology.\n•Surgical robotics developer Procept BioRobotics,is aiming to raise up to $132 million at a valuation of about $1 billion with plans to list on Nasdaq under the ticker symbol “PRCT.” BofA Securities and Goldman Sachs are lead underwriters.\n“We develop, manufacture and sell the AquaBeam Robotic System, an advanced, image-guided, surgical robotic system for use in minimally invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia, or BPH,” the company says in its IPO documents.\n•Tyra Biosciences is aiming to raise $107.2 million in IPO proceeds at a valuation of $589 million. The biotech’s leading product candidate is a treatment for bladder cancer. It has applied to list on Nasdaq under the symbol “TYRA.”\n•EzFill Holdings, an app-based mobile fueling company in South Florida, is planning to raise $25 million at a valuation of $100 million. The company has applied to list on Nasdaq under the ticker symbol “EZFL.” ThinkEquity is sole underwriter.\nThe Renaissance IPO ETF has gained 6% to date in 2021, while the S&P 500 has advanced 19%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835124215,"gmtCreate":1629696219937,"gmtModify":1631893181753,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Don't know how it affects market","listText":"Don't know how it affects market","text":"Don't know how it affects market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835124215","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890376674,"gmtCreate":1628085340698,"gmtModify":1633753748479,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Recently big drop","listText":"Recently big drop","text":"Recently big drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890376674","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603137327,"gmtCreate":1638372481679,"gmtModify":1638372485950,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603137327","repostId":"2188568514","repostType":4,"repost":{"id":"2188568514","kind":"highlight","pubTimestamp":1638365160,"share":"https://www.laohu8.com/m/news/2188568514?lang=&edition=full","pubTime":"2021-12-01 21:26","market":"us","language":"en","title":"5 Top Stocks To Buy in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2188568514","media":"Motley Fool","summary":"The weather is turning colder, but these stocks could heat up your portfolio.","content":"<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.</p>\n<p>If you're looking for new ideas, keep reading to see why our writers recommend <b>Teladoc&nbsp;</b>(NYSE:TDOC), <b>Duolingo&nbsp;</b>(NASDAQ:DUOL),&nbsp;<b>AT&amp;T&nbsp;</b>(NYSE:T),&nbsp;<b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> </b>(NASDAQ:MELI) and&nbsp;<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications </b>(Nasdaq: ZM)&nbsp;as top stocks to buy in December.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5020cd3e804f600834231b1bf84608f\" tg-width=\"700\" tg-height=\"356\" referrerpolicy=\"no-referrer\"><span>Image source: Getty Images.</span></p>\n<h2>Omicron short term, disruptor long term</h2>\n<p><b>Keith Speights (Teladoc Health)</b>: There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.</p>\n<p>Teladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.</p>\n<p>But I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.</p>\n<p>More than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.</p>\n<p>Teladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.</p>\n<p>The adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.</p>\n<h2>Yo quiero comprar esta acción</h2>\n<p><b>Anders Bylund (Duolingo):</b> Language-learning service operator <b>Duolingo</b> (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.</p>\n<p>...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.</p>\n<p>The business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.</p>\n<p>That's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.</p>\n<p>\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"</p>\n<p>Furthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.</p>\n<p>And you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.</p>\n<h2>Extreme pessimism</h2>\n<p><b>Tim Green (AT&amp;T)</b>: Telecom giant AT&amp;T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&amp;T racked up debt by pouring tens of billions of dollars into questionable acquisitions.</p>\n<p>AT&amp;T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with <b>Discovery</b> (NASDAQ:DISCA) by mid-2022.</p>\n<p>AT&amp;T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&amp;T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.</p>\n<p>AT&amp;T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.</p>\n<p>These estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&amp;T's stock has been beaten down so much that the downside looks limited. With AT&amp;T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.</p>\n<h2>Another way to play the holiday season</h2>\n<p><b>Jeremy Bowman (MercadoLibre):&nbsp;</b>December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.</p>\n<p>That's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.</p>\n<p>However, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.</p>\n<p>MercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.</p>\n<p>MercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.</p>\n<h2>A fallen angel</h2>\n<p><b>Brian Feroldi (Zoom Video Communications)</b>: Companies that benefited from stay-at-home orders <i>soared</i> in 2020. No company illustrates that point better than <b>Zoom Video Communications </b>(NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.</p>\n<p>Zoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.</p>\n<p>If that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.</p>\n<p>There's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.</p>\n<p>Meanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Top Stocks To Buy in December</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Top Stocks To Buy in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4505":"高瓴资本持仓","ZM":"Zoom","BK4504":"桥水持仓","BK4125":"广播","T":"美国电话电报","BK4548":"巴美列捷福持仓","BK4539":"次新股","BK4528":"SaaS概念","BK4023":"应用软件","TDOC":"Teladoc Health Inc.","BK4554":"元宇宙及AR概念","DUOL":"多邻国","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4204":"教育服务","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","MELI":"MercadoLibre","BK4566":"资本集团","DISCA":"探索传播","BK4525":"远程办公概念","BK4535":"淡马锡持仓","BK4167":"医疗保健技术","BK4550":"红杉资本持仓","BK4115":"综合电信业务","BK4552":"Archegos爆仓风波概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2021/12/01/5-top-stocks-to-buy-in-december/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188568514","content_text":"Earnings season is in the rearview mirror, and the holiday season is afoot. Warnings of a new Covid variant are rocking markets again, as are threats of a tightening monetary policy. The stock market may be uncertain, but there are still plenty of opportunities for savvy investors.\nIf you're looking for new ideas, keep reading to see why our writers recommend Teladoc (NYSE:TDOC), Duolingo (NASDAQ:DUOL), AT&T (NYSE:T), MercadoLibre (NASDAQ:MELI) and Zoom Video Communications (Nasdaq: ZM) as top stocks to buy in December.\nImage source: Getty Images.\nOmicron short term, disruptor long term\nKeith Speights (Teladoc Health): There's a good chance that the omicron variant will be the most important factor affecting the stock market in December. If that's the case, Teladoc Health is likely to be one of the biggest winners over the short term.\nTeladoc's shares skyrocketed last year as the COVID-19 pandemic fueled a massive acceleration in the use of telehealth. I don't think that the widespread lockdowns of 2020 will return. However, as long as there is uncertainty about the omicron variant, Teladoc is likely to benefit.\nBut I don't view Teladoc as merely a short-term play. Over the long term, I think that the company will be an exciting disruptor of healthcare. Actually, it already is.\nMore than half of the Fortune 500 have signed up with Teladoc. They've turned to the company's virtual care services because of lower costs and greater convenience for patients. Those advantages won't disappear once the pandemic is over.\nTeladoc's acquisition of Livongo Health puts the company in the driver's seat in digital chronic disease management. Its new Primary 360 product should make Teladoc an even more formidable competitor in virtual care. Primary360 allows individuals to select a primary care provider that they see virtually, and with whom they can develop an ongoing relationship.\nThe adoption of virtual care is still only in its early stages. I think that Teladoc could easily deliver a 5X return or more over the next decade.\nYo quiero comprar esta acción\nAnders Bylund (Duolingo): Language-learning service operator Duolingo (NASDAQ:DUOL) has hardly missed a step in the last three months. The company added a couple of high-powered names to its executive suite and delivered year-end guidance far above Wall Street's expectations. Sure enough, the stock rose from $120 per share in late August to $202 in the second half of September.\n...and then Duolingo fell into Wall Street's bargain bin. The stock is now back where it was three months ago, and I think the buying window is wide open.\nThe business is firing on every available cylinder. Subscription revenues rose by 42% year over year in the third quarter. Advertising sales also jumped 34% higher. The company's \"other\" revenues, mainly related to in-app purchases, scored a 179% sales boost. And the future looks even brighter. Bookings increased by 57%, indicating a growing trend in subscription-based sales.\nThat's not all. Duolingo has much bigger plans for its education and tutoring services, far beyond its current niche in teaching foreign languages. The company's mission is to \"develop the best education in the world and make it universally available.\" You should expect the company to start making those moves soon.\n\"We made strong progress on our mission this past quarter, and we have exciting plans for the future,\" said co-founder and CEO Luis von Ahn in the third-quarter earnings call. \"I plan to devote my life to this mission.\"\nFurthermore, Duolingo now has an official head of animation and scripted content. Linda Simensky, former content development chief at PBS Kids, is already sketching out animated shows featuring Duolingo's cast of characters. I expect a serious marketing push to go along with her content development efforts.\nAnd you can buy into this ambitious plan of world domination at a 42% discount from September's highs. I think we'll eventually look back at Duolingo's $4.6 billion market cap in the fall of 2021 and call it quaintly small. This stock has a lot of growing left to do, and it trades at a reasonable price right now.\nExtreme pessimism\nTim Green (AT&T): Telecom giant AT&T has spent the past six years making costly mistakes. In an ill-fated attempt to transform itself into an entertainment conglomerate, AT&T racked up debt by pouring tens of billions of dollars into questionable acquisitions.\nAT&T spent $67 billion, including assumed debt, on DirecTV in 2015. After years of shedding subscribers, the company offloaded DirecTV at a fraction of what it paid in a private equity deal earlier this year. The $109 billion acquisition of Time Warner, which closed in 2018 after a long battle with regulators, is set to come to a similar end. Time Warner, now called WarnerMedia, will be merged with Discovery (NASDAQ:DISCA) by mid-2022.\nAT&T and its shareholders would have been better off if the company hadn't embarked on its failed foray into the media business. But if you're investing in AT&T today, you're not buying those past mistakes. You're buying a cash-cow telecom business that will soon be free from distractions, along with a piece of a new content company that should be a major player in the streaming market.\nAT&T expects to generate around $20 billion of free cash flow annually once the deal closes. The company is currently valued around $170 billion, a pessimistic valuation to say the least. The new content company expects to produce around $8 billion in annual free cash flow starting in 2023.\nThese estimates could certainly be overly optimistic. The latter assumes $3 billion in cost synergies, which should always be taken with a grain of salt. But even if they are off base, AT&T's stock has been beaten down so much that the downside looks limited. With AT&T, you get a telecom giant gushing cash and, next year, a portion of a streaming giant with a vast catalog of content. It looks like a pretty good bet to me.\nAnother way to play the holiday season\nJeremy Bowman (MercadoLibre): December marks the busiest time of year for retailers and other consumer-facing businesses, and that phenomenon extends beyond the U.S. into Latin America and elsewhere.\nThat's one reason to consider MercadoLibre, a Latin American e-commerce and digital payments giant, which is benefiting from a number of tailwinds, including the boom in its core businesses sparked by the coronavirus pandemic. The fourth quarter is typically the company's strongest of the year, yet the stock is trading at a 52-week-lows for no good reason other than the broader sell-off in growth stocks amid fears of tightening monetary policy and rising interest rates, which make growth stocks less attractive.\nHowever, MercadoLibre's third quarter shows why the stock is so attractive, especially at its current valuation. Gross merchandise volume (GMV) increased 30% year over year on a currency-neutral basis to $7.3 billion, while currency-neutral revenue jumped 73% to $1.9 billion. At the same time, earnings per share jumped from $0.28 to $1.92 year over year, showing that the business is rapidly gaining scale.\nMercadoLibre looks particularly appealing at the current price because the company is becoming much more than an e-commerce business. In addition to Mercado Pago, its digital payments product, it also had fast-growing businesses in logistics with Mercado Envios, financing with Mercado Credito, and an asset management arm, Mercado Fondo. Altogether, it shows a company building an impressive network of businesses that reinforce each other and build the company's competitive advantages.\nMercadoLibre has been a longtime winner on the stock market, and taking advantage of this dip should reward investors once again.\nA fallen angel\nBrian Feroldi (Zoom Video Communications): Companies that benefited from stay-at-home orders soared in 2020. No company illustrates that point better than Zoom Video Communications (NASDAQ:ZM). Shares of the leading video communication platform skyrocketed more than 395% during the year. However, investors have been fleeing from stocks that benefited from COVID throughout 2021. That mass sell-off has crushed Zoom's stock and put its shares in the bargain bin. I think that's providing investors with an opportune time to get in.\nZoom's recent quarterly results show that its high-growth days are far from over. Zoom's revenue grew 35% year over year in the third quarter to $1.05 billion. Better yet, its margins expanded across the board. That allowed its adjusted earnings per share to jump 68% to $1.11. Clearly, the reopening of the world hasn't been bad for businesses.\nIf that wasn't impressive enough, Zoom also raised its full-year guidance. Management now expects revenue to land between $4.079 billion to $4.081 billion (up from $4.005 billion to $4.015 billion). This represents more than 50% growth from 2020. What's more, Wall Street expects Zoom's revenue to grow another 16% in 2022. These numbers tell me that the bull case for owning Zoom's stock is hardly firmly intact.\nThere's no doubt in my mind that Zoom's growth will continue to slow in the coming years, but I also firmly believe that flex work is here to stay. That means that the long-term demand for high-quality video software will remain strong for years. As a leader in the field, Zoom looks poised to benefit from that mega-trend.\nMeanwhile, Zoom's stock has fallen so much that its valuation is finally looking reasonable. Shares are trading for less than 45 times next year's adjusted earnings estimates, and under 18 times sales. While these numbers might not look classically \"cheap\", I think they are a bargain price to pay for a high-quality business.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855177720,"gmtCreate":1635346327990,"gmtModify":1635346328379,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"Good sharing","listText":"Good sharing","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855177720","repostId":"1171243720","repostType":4,"repost":{"id":"1171243720","kind":"news","pubTimestamp":1635346135,"share":"https://www.laohu8.com/m/news/1171243720?lang=&edition=full","pubTime":"2021-10-27 22:48","market":"us","language":"en","title":"GM Shares Fall as Barra Sees Chip Shortage Lasting Into 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1171243720","media":"Bloomberg","summary":"(Bloomberg) -- General Motors Co. said it expects the production-snarling semiconductor shortage to ","content":"<p>(Bloomberg) -- General Motors Co. said it expects the production-snarling semiconductor shortage to last into next year, a view that weighed on its stock price even after reporting better-than-expected earnings for the third quarter.</p>\n<p>The automaker on Wednesday reported adjusted earnings per share of $1.52 for the third quarter, above the 97 cents analyst consensus forecast compiled by Bloomberg. That compares to $2.83 a share a year ago.</p>\n<p>GM said its full-year guidance would come in at the high end of its forecast, but shares erased early gains after the company indicated a computer chip shortfall that has curbed production for months won’t end anytime soon. The muted outlook for chip supplies also implied the fourth quarter could be weaker than expected.</p>\n<p>“It will linger into next year and right now our feeling is that we’ll be in much better shape in the second half of 2022,” Chief Executive Officer Mary Barra said in an interview with Bloomberg Television.</p>\n<p>GM’s shares fell 4.5% to $54.79 as of 9:52 a.m. in New York. The stock had gained 38% this year as of the close on Tuesday.</p>\n<p>Higher Vehicle Prices</p>\n<p>The flip side of lower production volumes is higher vehicle prices due to depleted inventories. That helped lift GM’s revenue 10% in the first nine months of the year to $93.4 billion.</p>\n<p>The upbeat earnings came despite a previously announced 33% drop in sales volume for the quarter, stemming from low production at factories and thin inventory at dealers.</p>\n<p>Barra cited pent-up demand for GM’s sport-utility vehicles and trucks, characterizing the chip shortage as a “near-term” issue. She said that GM is working with chipmakers to ensure this type of supply chain glitch isn’t a recurring problem.</p>\n<p>“Our third-quarter 2021 results clearly illustrate the strength of the underlying business that is funding our future, especially when you put them in the context of the calendar year,” Barra said in a letter to shareholders. “As a result, we now believe GM’s full-year results will approach the high end of our guidance.”</p>\n<p>The Detroit automaker expects adjusted earnings before interest and taxes of $11.5 billion to $13.5 billion in all of 2021, or $5.70 to $6.70 a share. GM’s results were helped by lending profits and a one-time gain from LG Electronics Inc., which agreed to pay GM $1.9 billion for nearly all of the costs of recalling its Chevy Bolt electric vehicle.</p>\n<p>Even though the company raised its earnings target, the new numbers implied that the company will report fourth-quarter pre-tax profit of about $2 billion, which would be below the consensus forecast of $2.6 billion, Credit Suisse said in an analyst note.</p>\n<p>GM Financial Shines</p>\n<p>A bright spot for the company is GM Financial, the company’s growing lending arm. Profits fell slightly in the quarter since GM sales were down, but for the year its adjusted earnings more than doubled to $3.9 billion.</p>\n<p>GM Financial writes the loans for vehicle leases and once they are up, it sells cars at auction to dealers. With used-car prices at record levels, the GM unit was able to profit from the lack of vehicle supply throughout the industry.</p>\n<p>Thge automaker’s all-important North American business made half the earnings before interest and taxes that the company brought in a year ago at $2.1 billion. Income from China -- GM’s second-biggest market and the world’s largest -- was slightly better, rising to $270 million from $262 million.</p>","source":"lsy1612507957220","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>GM Shares Fall as Barra Sees Chip Shortage Lasting Into 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGM Shares Fall as Barra Sees Chip Shortage Lasting Into 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 22:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/gm-shares-fall-barra-sees-135349092.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- General Motors Co. said it expects the production-snarling semiconductor shortage to last into next year, a view that weighed on its stock price even after reporting better-than-...</p>\n\n<a href=\"https://finance.yahoo.com/news/gm-shares-fall-barra-sees-135349092.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车"},"source_url":"https://finance.yahoo.com/news/gm-shares-fall-barra-sees-135349092.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171243720","content_text":"(Bloomberg) -- General Motors Co. said it expects the production-snarling semiconductor shortage to last into next year, a view that weighed on its stock price even after reporting better-than-expected earnings for the third quarter.\nThe automaker on Wednesday reported adjusted earnings per share of $1.52 for the third quarter, above the 97 cents analyst consensus forecast compiled by Bloomberg. That compares to $2.83 a share a year ago.\nGM said its full-year guidance would come in at the high end of its forecast, but shares erased early gains after the company indicated a computer chip shortfall that has curbed production for months won’t end anytime soon. The muted outlook for chip supplies also implied the fourth quarter could be weaker than expected.\n“It will linger into next year and right now our feeling is that we’ll be in much better shape in the second half of 2022,” Chief Executive Officer Mary Barra said in an interview with Bloomberg Television.\nGM’s shares fell 4.5% to $54.79 as of 9:52 a.m. in New York. The stock had gained 38% this year as of the close on Tuesday.\nHigher Vehicle Prices\nThe flip side of lower production volumes is higher vehicle prices due to depleted inventories. That helped lift GM’s revenue 10% in the first nine months of the year to $93.4 billion.\nThe upbeat earnings came despite a previously announced 33% drop in sales volume for the quarter, stemming from low production at factories and thin inventory at dealers.\nBarra cited pent-up demand for GM’s sport-utility vehicles and trucks, characterizing the chip shortage as a “near-term” issue. She said that GM is working with chipmakers to ensure this type of supply chain glitch isn’t a recurring problem.\n“Our third-quarter 2021 results clearly illustrate the strength of the underlying business that is funding our future, especially when you put them in the context of the calendar year,” Barra said in a letter to shareholders. “As a result, we now believe GM’s full-year results will approach the high end of our guidance.”\nThe Detroit automaker expects adjusted earnings before interest and taxes of $11.5 billion to $13.5 billion in all of 2021, or $5.70 to $6.70 a share. GM’s results were helped by lending profits and a one-time gain from LG Electronics Inc., which agreed to pay GM $1.9 billion for nearly all of the costs of recalling its Chevy Bolt electric vehicle.\nEven though the company raised its earnings target, the new numbers implied that the company will report fourth-quarter pre-tax profit of about $2 billion, which would be below the consensus forecast of $2.6 billion, Credit Suisse said in an analyst note.\nGM Financial Shines\nA bright spot for the company is GM Financial, the company’s growing lending arm. Profits fell slightly in the quarter since GM sales were down, but for the year its adjusted earnings more than doubled to $3.9 billion.\nGM Financial writes the loans for vehicle leases and once they are up, it sells cars at auction to dealers. With used-car prices at record levels, the GM unit was able to profit from the lack of vehicle supply throughout the industry.\nThge automaker’s all-important North American business made half the earnings before interest and taxes that the company brought in a year ago at $2.1 billion. Income from China -- GM’s second-biggest market and the world’s largest -- was slightly better, rising to $270 million from $262 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887267139,"gmtCreate":1632049123021,"gmtModify":1632803133109,"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"themes":[],"htmlText":"No woory","listText":"No woory","text":"No woory","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887267139","repostId":"2168089015","repostType":4,"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}