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limyb
2022-05-17
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@Wait_Flowers
:ok//
@Wait_Flowers
:这篇文章不错,转发给大家看
@期权小班长:美股能在周三反弹吗?
limyb
2022-04-25
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@电脑
:ok//
@电脑
:阅
@许亚鑫:市场对美联储加息有点反应过度了,建议开盘关注这些资产
limyb
2022-02-23
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@万里长青
:ok//
@万里长青
:?
@SCLOW:Russo-Ukrainian crisis
limyb
2022-01-29
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@绿茶西湖龙井
:ok//
@绿茶西湖龙井
:好
@美股研习社:财报解剖 | 黑暗中的曙光,德州仪器业绩大超预期!
limyb
2022-01-22
K
‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles
limyb
2022-01-20
ook
3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off
limyb
2022-01-13
OK
Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead
limyb
2021-08-29
K
This Unloved Tech Stock Could Make You Rich One Day
limyb
2021-08-22
Ok
抱歉,原内容已删除
limyb
2021-08-20
Ok
S&P 500 ends with slim gain as tech strength offsets cyclical woes
limyb
2021-08-19
Likr
Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.
limyb
2021-08-16
OK likjj
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<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","listText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","text":"回复 @Wait_Flowers:ok//@Wait_Flowers:这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615987082","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"美股能在周三反弹吗?","htmlText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618940067,"gmtCreate":1650846167059,"gmtModify":1650846167234,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","listText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","text":"回复 @电脑:ok//@电脑:阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618940067","repostId":"618075764","repostType":1,"repost":{"id":618075764,"gmtCreate":1650770229744,"gmtModify":1650852656486,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场对美联储加息有点反应过度了,建议开盘关注这些资产","htmlText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","listText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","text":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","images":[{"img":"https://static.tigerbbs.com/37696acb831fcf658fb2f8548707fffc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618075764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636068750,"gmtCreate":1645589216770,"gmtModify":1645589216909,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","listText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","text":"回复 @万里长青:ok//@万里长青:?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636068750","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639736830,"gmtCreate":1643436167320,"gmtModify":1643436167458,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","listText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","text":"回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736830","repostId":"639682139","repostType":1,"repost":{"id":639682139,"gmtCreate":1643275897926,"gmtModify":1643295475096,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 黑暗中的曙光,德州仪器业绩大超预期!","htmlText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","listText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","text":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","images":[{"img":"https://static.tigerbbs.com/1daaf1f26ae7c7241fa6e0d7a6c61c68","width":"632","height":"379"},{"img":"https://static.tigerbbs.com/11c2cff22a3fd8a5939571cce760b7b2","width":"632","height":"301"},{"img":"https://static.tigerbbs.com/69d6a1a25ed889048c568080d78fbff5","width":"632","height":"379"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639682139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630657150,"gmtCreate":1642839189212,"gmtModify":1642839189408,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630657150","repostId":"1116834406","repostType":4,"repost":{"id":"1116834406","pubTimestamp":1642783251,"share":"https://www.laohu8.com/m/news/1116834406?lang=&edition=full","pubTime":"2022-01-22 00:40","market":"us","language":"en","title":"‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles","url":"https://stock-news.laohu8.com/highlight/detail?id=1116834406","media":"Bloomberg","summary":"Tuttle’s SARK is up by about 50% since its November launchARKK has tumbled as rising yields dent hig","content":"<html><head></head><body><ul><li>Tuttle’s SARK is up by about 50% since its November launch</li><li>ARKK has tumbled as rising yields dent high-growth stocks</li></ul><p>A controversial ETF with a singular mission to exploit weakness in Cathie Wood’s flagship fund has now amassed $234 million in assets as the new year rout in richly priced tech stocks deepens.</p><p>After a low-key start, the Tuttle Capital Short Innovation ETF (ticker SARK) now boasts an impressive haul for a fund less than three months old after soaring about 50% since inception, according to data compiled by Bloomberg.</p><p>Thank the bond-spurred exodus from high-growth companies with questionable profit outlooks famously beloved by Wood and her firm, ARK Investment Management.</p><p>SARK seeks to win when the ARK Innovation ETF (ARKK) loses, using swap contracts to short the fund. The Tuttle product has won a slew of fans in the tech wreck, posting positive inflows for 10 trading days running.</p><p>While inverse funds are common enough in the $6.9 trillion U.S. ETF industry, SARK stands out for its focus on a single manager.</p><p>Its low-profile but sustained rally suggests more traders are finally prepared to bet against Wood. Even as ARKK’s famed outperformance against the S&P 500 evaporates, investors have proved intensely loyal with modest outflows.</p><p><img src=\"https://static.tigerbbs.com/0793e5394612f3fbda4269aba6df0f92\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>“I’m honestly not surprised at it just taking in money,” said James Seyffart, Bloomberg Intelligence ETF analyst. “The trend is your friend and for ARK right now the trend is still negative.”</p><p>The jump in Treasury yields and an expectation of tighter monetary policy have weighed on many of the stocks favored by Wood and ARK. ARKK plunged 20% this year through Thursday, while SARK was up 22%.</p><p>Matthew Tuttle, chief executive officer of Tuttle Capital Management LLC, noted that SARK has recently been notching inflows even on days when ARKK climbs. To Tuttle, it’s a sign investors increasingly see the fund as a hedging tool or a wager on the macro environment -- not just a way to capitalize on the downward momentum of speculative equities touted by Wood and her team.</p><p>“I do think inflows can continue, regardless of how ARKK does from here,” he said by email.</p></body></html>","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>‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles</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\">\n‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 00:40 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-01-21/-anti-arkk-etf-amasses-234-million-as-cathie-wood-struggles?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tuttle’s SARK is up by about 50% since its November launchARKK has tumbled as rising yields dent high-growth stocksA controversial ETF with a singular mission to exploit weakness in Cathie Wood’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-21/-anti-arkk-etf-amasses-234-million-as-cathie-wood-struggles?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SARK":"Tradr 2X Short Innovation Daily ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-21/-anti-arkk-etf-amasses-234-million-as-cathie-wood-struggles?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116834406","content_text":"Tuttle’s SARK is up by about 50% since its November launchARKK has tumbled as rising yields dent high-growth stocksA controversial ETF with a singular mission to exploit weakness in Cathie Wood’s flagship fund has now amassed $234 million in assets as the new year rout in richly priced tech stocks deepens.After a low-key start, the Tuttle Capital Short Innovation ETF (ticker SARK) now boasts an impressive haul for a fund less than three months old after soaring about 50% since inception, according to data compiled by Bloomberg.Thank the bond-spurred exodus from high-growth companies with questionable profit outlooks famously beloved by Wood and her firm, ARK Investment Management.SARK seeks to win when the ARK Innovation ETF (ARKK) loses, using swap contracts to short the fund. The Tuttle product has won a slew of fans in the tech wreck, posting positive inflows for 10 trading days running.While inverse funds are common enough in the $6.9 trillion U.S. ETF industry, SARK stands out for its focus on a single manager.Its low-profile but sustained rally suggests more traders are finally prepared to bet against Wood. Even as ARKK’s famed outperformance against the S&P 500 evaporates, investors have proved intensely loyal with modest outflows.“I’m honestly not surprised at it just taking in money,” said James Seyffart, Bloomberg Intelligence ETF analyst. “The trend is your friend and for ARK right now the trend is still negative.”The jump in Treasury yields and an expectation of tighter monetary policy have weighed on many of the stocks favored by Wood and ARK. ARKK plunged 20% this year through Thursday, while SARK was up 22%.Matthew Tuttle, chief executive officer of Tuttle Capital Management LLC, noted that SARK has recently been notching inflows even on days when ARKK climbs. To Tuttle, it’s a sign investors increasingly see the fund as a hedging tool or a wager on the macro environment -- not just a way to capitalize on the downward momentum of speculative equities touted by Wood and her team.“I do think inflows can continue, regardless of how ARKK does from here,” he said by email.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630006211,"gmtCreate":1642610334397,"gmtModify":1642610334637,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"ook","listText":"ook","text":"ook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630006211","repostId":"2204307707","repostType":4,"repost":{"id":"2204307707","pubTimestamp":1642597998,"share":"https://www.laohu8.com/m/news/2204307707?lang=&edition=full","pubTime":"2022-01-19 21:13","market":"us","language":"en","title":"3 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2204307707","media":"Motley Fool","summary":"These three top growth names are already down a lot and trade at fair prices, but could become really huge bargains if the market falls more amid rising interest rates.","content":"<html><head></head><body><p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.</p><p>To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F661536%2Fgettyimages-1280294961.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Sea Limited</h2><p>Shares of Southeast Asian mobile gaming, e-commerce, and digital finance company <b>Sea Limited</b> (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit <i>Free Fire</i>. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.</p><p>Meanwhile, Sea's highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.</p><p>Yes, Chinese internet giant <b>Tencent</b> did just sell some of its Sea Limited stake, which could shake others' confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That's just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.</p><p>The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn't want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent's voting share could have been necessary for Sea to succeed in its next wave of growth.</p><p>After Sea's rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It's hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.</p><h2>2. CrowdStrike</h2><p>Although it's already 40% off its highs,<b> CrowdStrike Holdings</b> (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.</p><p>But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.</p><p>The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn't resting on those laurels, as it's still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.</p><p>The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.</p><p>What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.</p><h2>3. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>Brazilian payments company <b>StoneCo</b> (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.</p><p>StoneCo's stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn't be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.</p><p>Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil's economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up. So margins in its credit business have come down.</p><p>At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.</p><p>These growth initiatives could make StoneCo a much bigger business in the long run, but it's requiring investment now. So the company's high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.</p><p>While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil's economy doesn't deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.</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 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off</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 Unstoppable Growth Stocks to Buy If There's a Stock Market Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 21:13 GMT+8 <a href=https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","CRWD":"CrowdStrike Holdings, Inc.","BK4566":"资本集团","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4560":"网络安全概念","BK4559":"巴菲特持仓","SE":"Sea Ltd","BK4097":"系统软件","BK4528":"SaaS概念","BK4085":"互动家庭娱乐","STNE":"StoneCo"},"source_url":"https://www.fool.com/investing/2022/01/18/3-unstoppable-growth-stocks-to-buy-if-theres-a-sto/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204307707","content_text":"Amid fears over interest rate hikes, many top growth stocks are down 20%, 40%, or even 60% or more from their all-time highs in a relatively short amount of time. Higher inflation and interest rates could hurt the present value of future earnings, causing many high-multiple stocks to sell off.To be fair, after stratospheric runs through the pandemic, a lot of top growth names had gotten ahead of themselves, so the declines have seemed reasonable. However, some best-in-class growth stocks have now been thoroughly discounted. If the pain continues, these top names would become absolute bargains for the forward-thinking investor.Image source: Getty Images.1. Sea LimitedShares of Southeast Asian mobile gaming, e-commerce, and digital finance company Sea Limited (NYSE:SE) have been more than cut in half in just two months. Sure, the company reported slowing sequential growth in its profitable digital entertainment segment last quarter, which is heavily influenced by the four-year-old gaming hit Free Fire. However, it was somewhat inevitable that mobile-gaming growth might soften, as the third quarter marked the first summer since vaccines were widely available.Meanwhile, Sea's highest-growth businesses, including its Shopee e-commerce platform and SeaMoney digital finance ecosystem, showed strong growth. E-commerce revenue rocketed 134% last quarter, and SeaMoney surged more than 800%, albeit off a small base.Yes, Chinese internet giant Tencent did just sell some of its Sea Limited stake, which could shake others' confidence in the company. But Tencent really just sold off a small portion of its holdings, decreasing its economic interest in Sea from 21.3% to 18.7%. That's just a 12% trimming of its position. In addition, Tencent is converting super-voting shares to regular shares, so its voting power will go under 10%.The move might actually be due to the fact that Sea is rapidly expanding around the world, entering the huge markets of India and Europe last year. Likely, customers and authorities in those countries wouldn't want a company overly influenced by China to be too successful or retain too much consumer data. So the divestiture and reduction in Tencent's voting share could have been necessary for Sea to succeed in its next wave of growth.After Sea's rapid correction, its stock trades for just eight times revenue. And while the company is burning through cash, it still has about $7 billion in net cash on its balance sheet, and it grew revenue by more than 120% last quarter. It's hard to say when these types of stocks will bottom, but Sea is still executing quite well, and its growth path is long.2. CrowdStrikeAlthough it's already 40% off its highs, CrowdStrike Holdings (NASDAQ:CRWD) still trades at an expensive-looking 34 times sales, so it could very well sell off further.But it also might not. CrowdStrike is a best-in-class cloud security company that can justify its high valuation. Not only is its patented Falcon agent and Threat Graph architecture taking market share from legacy cyber players, but the overall cybersecurity market itself also should grow at double-digit rates for the next decade, especially in the cloud, where CrowdStrike excels.The company grew annualized recurring revenue by 67% last quarter, and added customers at an even higher 75% clip, with a net retention rate of 125%. But it isn't resting on those laurels, as it's still investing heavily, both internally and through acquisitions, to expand its offerings from endpoint security to an entire comprehensive cybersecurity platform.The company sees its total addressable market growing to $55 billion next year, up from $25 billion at its initial public offering, and growing to a potential $116 billion by 2025 as enterprises are forced to invest more in cloud-based security amid rising threats.What I like most about CrowdStrike is the network effect of its platform, which uses a combination of artificial intelligence and centralization that enables its Threat Graph to become smarter the more clients it gets. With that compounding advantage and huge growth opportunity, the stock is a definite buy target amid any further sell-off.3. StoneCoBrazilian payments company StoneCo (NASDAQ:STNE) is down nearly 80% over the past year and carries a market cap of just $5 billion today, so it might be hard to see how it falls further. But of course, anything is possible.StoneCo's stock has been decimated amid high inflation and surging interest rates in Brazil. While its payment processing business shouldn't be too affected, since it takes a fixed percentage of every transaction that goes through its merchant customers, other elements of its business have been negatively affected.Mainly, StoneCo had been ramping up its merchant lending in the third quarter just as interest rates have spiked, which could be a problem. Brazil's economic picture has deteriorated somewhat, which is not exactly the type of environment in which you want to make more loans. In addition, StoneCo has to borrow on its own lines of credit to fund the loans, but it has been reluctant to raise rates on customers as rapidly as its own interest costs have gone up. So margins in its credit business have come down.At the same time, StoneCo is also doubling down on certain growth initiatives. Management wants the company to branch out from its core high-margin payments processing business to become a comprehensive digital open-banking solution across enterprise resource planning, order management software, insurance, and other digital banking products.These growth initiatives could make StoneCo a much bigger business in the long run, but it's requiring investment now. So the company's high 30.8% adjusted net income margin in the third quarter of 2020 plummeted to just a 9% net profit margin last quarter, with adjusted net profits falling 53.9% over the prior year.While that drop looks scary, revenue did also surge 57.3% as management refocuses on growth over profits right now, coming out of the pandemic. If its initiatives work out, and if Brazil's economy doesn't deteriorate too much, margins should rise again and the stock could bounce back in a big way. So investors should definitely look to this high-risk, high-reward growth stock amid any further sell-off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694411941,"gmtCreate":1642074125693,"gmtModify":1642074206805,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694411941","repostId":"1186224135","repostType":2,"repost":{"id":"1186224135","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1642073038,"share":"https://www.laohu8.com/m/news/1186224135?lang=&edition=full","pubTime":"2022-01-13 19:23","market":"us","language":"en","title":"Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1186224135","media":"Benzinga","summary":"Cathie Wood’sArk Investment Managementon Wednesday booked more profit inTeslaInc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle ","content":"<html><head></head><body><p><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology & Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p>Here are a few other key Ark Invest trades from Wednesday:</p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></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>Cathie Wood Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead</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 Sells Another $3M Shares In Tesla On Wednesday — Here's What She Bought Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-13 19:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday booked more profit in <b>Tesla</b> <b>Inc</b>, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.</p><p>The <b>Elon Musk</b>-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the <b>Ark Innovation ETF</b>, the <b>Ark Autonomous Technology & Robotics ETF</b> and the <b>Ark Next Generation Internet ETF</b>.</p><p>The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <b>Xpeng Inc</b>.</p><p>Here are a few other key Ark Invest trades from Wednesday:</p><ul><li>Bought 70,259 shares — estimated to be about $12 million — in <b>Zoom Video Communications Inc</b> on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.</li><li>Bought 628,636 shares — estimated to be worth $10.5 million — in <b>Palantir Technologies Inc</b>. Shares of the company closed 1% lower at $16.7 a share.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","ZM":"Zoom","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186224135","content_text":"Cathie Wood’s Ark Investment Management on Wednesday booked more profit in Tesla Inc, selling 2,656 shares — estimated to be worth $2.9 million based on the latest closing price — in the electric vehicle maker.The Elon Musk-led company’s stock closed 3.9% higher at $1,106.2 per share on Wednesday.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Next Generation Internet ETF.The three ETFs held about 1.61 million shares worth $1.72 billion in Tesla, prior to Wednesday’s trade.Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume. The Austin, Texas-based electric vehicle maker’s Giga Shanghai accounted for more than half of the electric vehicle maker’s global deliveries in 2021.Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the$1 trillion market cap.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc.Here are a few other key Ark Invest trades from Wednesday:Bought 70,259 shares — estimated to be about $12 million — in Zoom Video Communications Inc on the dip. The Zoom stock closed 3% lower at $170.6 a share on Wednesday.Bought 628,636 shares — estimated to be worth $10.5 million — in Palantir Technologies Inc. Shares of the company closed 1% lower at $16.7 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813559759,"gmtCreate":1630217766571,"gmtModify":1704957180745,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813559759","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company <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 <b>Zillow Group</b> 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 poised to be a big player 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 <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":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832692901,"gmtCreate":1629615541103,"gmtModify":1633683726110,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832692901","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838499079,"gmtCreate":1629422594191,"gmtModify":1633684963721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838499079","repostId":"2160915795","repostType":4,"repost":{"id":"2160915795","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":1629413939,"share":"https://www.laohu8.com/m/news/2160915795?lang=&edition=full","pubTime":"2021-08-20 06:58","market":"us","language":"en","title":"S&P 500 ends with slim gain as tech strength offsets cyclical woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2160915795","media":"Reuters","summary":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.","content":"<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</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>S&P 500 ends with slim gain as tech strength offsets cyclical woes</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\">\nS&P 500 ends with slim gain as tech strength offsets cyclical woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-20 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","OEX":"标普100"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160915795","content_text":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.S. weekly jobless claims hit 17-month low\n* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%\nAug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.\nTech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.\nData showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.\nStocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"\n\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nThe Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.\nAfter opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.\n\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.\nTechnology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.\nConsumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.\nFinancials and industrials were among the sectors in the red, falling about 0.8% each.\nIn company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.\nBut with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.\nFocus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.\n“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”\nDeclining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.\nThe S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.\nAbout 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831551830,"gmtCreate":1629336712920,"gmtModify":1633685593193,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831551830","repostId":"1181909905","repostType":2,"repost":{"id":"1181909905","pubTimestamp":1629332628,"share":"https://www.laohu8.com/m/news/1181909905?lang=&edition=full","pubTime":"2021-08-19 08:23","market":"us","language":"en","title":"Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1181909905","media":"Barrons","summary":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla hosts its artificial intelligence day.","content":"<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.</p>\n<p>It isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.</p>\n<p>The event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.</p>\n<p>Much of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.</p>\n<p>Tesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.</p>\n<p>Roth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tells<i>Barron’s</i>the computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”</p>\n<p>Irwin rates Tesla shares Hold. His price target is just $150 a share.</p>\n<p>The car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.</p>\n<p>Level 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.</p>\n<p>Beyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.</p>\n<p>For starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.</p>\n<p>Tesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”</p>\n<p>Those are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.</p>\n<p>Tesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.</p>\n<p>“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”</p>\n<p>Ives rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.</p>\n<p>If history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.</p>\n<p>Tesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla AI Day Is Thursday. Why It’s a Big Day for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla AI Day Is Thursday. Why It’s a Big Day for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 08:23 GMT+8 <a href=https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ai-day-51629244043?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181909905","content_text":"Former defense secretary Donald Rumsfeld said there are known knowns—things people know—known unknowns—things people know they don’t know—and unknown unknowns—things people don’t realize they don’t know. That pretty much sums up autonomous driving technology these days.\nIt isn’t clear how long it will take the auto industry to deliver truly self-driving cars. Thursday evening, however, investors will get an education about what’s state of the art when Tesla (ticker: TSLA) hosts its artificial intelligence day.\nThe event will likely be livestreamed on the company’s website beginning around 5 p.m. Eastern Standard Time. A link to the webcast isn’t available yet. The company didn’t respond to a request for comment about the agenda for the event.\nMuch of what will get talked about won’t be a surprise, even if investors don’t understand it all. Those are known unknowns.\nTesla should update investors about its driver assistance feature dubbed full self driving. What’s more, the company will describe the benefit of vertical integration. Tesla makes the hardware—its own computers with its own microchips—and its software. Tesla might even give a more definitive timeline for when Level 4 autonomous vehicles will be ready.\nRoth Capital analyst Craig Irwin doesn’t believe Level 4 technology is on the horizon though. He tellsBarron’sthe computing power and camera resolution just isn’t there yet. “Tesla will work hard to suggest tech leadership in AI for automotive,” says Irwin. “Reality will probably be much less exciting than their claims.”\nIrwin rates Tesla shares Hold. His price target is just $150 a share.\nThe car industry essentially defines five levels of autonomous driving. Level 1 is nothing more than cruise control. Level 2 systems are available on cars today and combine features such as adaptive cruise and lane-keeping assistance, enabling the car to do a lot on its own. Drivers, however, still need to pay attention 100% of the time with Level 2 systems.\nLevel 3 systems would allow drivers to stop paying attention part of the time. Level 4 would let them stop paying attention most of the time. And Level 5 means the car does everything always. “Level 5 autonomy isn’t an easy endeavor,” says Global X analyst Pedro Palandrani. There are so many unique cases for technology to tackle, like in bad weather or dirt roads. “But level 4 is enough to change the world.” he added. He is more optimistic than Irwin about the timing for Level 4 systems and hopes Tesla provides more timing detail at its event.\nBeyond a technology run down and level 4 timing, the company might have some surprises up its sleeve for investors. Palandrani has two ideas.\nFor starters, Tesla might indicate it’s willing to sell its hardware and software to other car companies. That would give Tesla other unexpected, sources of income. Tesla already offers its full self driving as a monthly subscription to owners of its cars. That’s new for the car industry and opens up a source of recurring revenue for anyone with the requisite technology. Selling hardware and software to other car companies, however, would be new, and surprising, for investors.\nTesla might also talk about its advancements in robotics. CEO Elon Musk has talked often in the past about the difficulty of making the machine that makes the machine. Some of Tesla’s AI efforts might also be targeted at building, and not just driving, vehicles. “We’re just making a crazy amount of machinery internally,” said Musk on the company’s second-quarter conference call. “This is….not well understood.”\nThose are two items that can surprise. Whether they, or other tidbits, will move the stock is something else entirely.\nTesla stock dropped about 7% over Monday and Tuesday partly because NHTSA disclosed it was looking into accidents involving Tesla’s driver assistance features. Tesla will surely stress the safety benefits of driver assistance features on Thursday, whether it can shake off that bit of bad news though is harder to tell.\n“Thursday becomes a much more important event in light of this week’s [NHTSA] probe,” says Wedbush analyst Dan Ives. “This week has been another tough week for Tesla [stock] and the Street needs some good news heading into this AI event.”\nIves rates Tesla shares Buy and has a $1,000 price target for the stock. Tesla’s autonomous driving leadership is part of his bullish take on shares.\nIf history is any guide investors should expect volatility. Tesla stock dropped 10% the day following its battery technology eventi n September 2020. It took shares about seven trading days to recover, and Tesla stock gained about 86% from the battery event to year-end.\nTesla stock is down about 6% year to date, trailing behind the 18% and 15% comparable, respective gains of the S&P 500 and Dow Jones Industrial Average.Tesla stock hasn’t moved much, in absolute terms, since March. Shares were in the high $600s back then. They closed down 3% at $665.71 on Tuesday, but rose 3.5% at $688.99 on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830621171,"gmtCreate":1629071655193,"gmtModify":1633687692377,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK likjj","listText":"OK likjj","text":"OK likjj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830621171","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":832692901,"gmtCreate":1629615541103,"gmtModify":1633683726110,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832692901","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":694411941,"gmtCreate":1642074125693,"gmtModify":1642074206805,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/694411941","repostId":"1186224135","repostType":2,"isVote":1,"tweetType":1,"viewCount":1229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838499079,"gmtCreate":1629422594191,"gmtModify":1633684963721,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838499079","repostId":"2160915795","repostType":4,"repost":{"id":"2160915795","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":1629413939,"share":"https://www.laohu8.com/m/news/2160915795?lang=&edition=full","pubTime":"2021-08-20 06:58","market":"us","language":"en","title":"S&P 500 ends with slim gain as tech strength offsets cyclical woes","url":"https://stock-news.laohu8.com/highlight/detail?id=2160915795","media":"Reuters","summary":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.","content":"<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</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>S&P 500 ends with slim gain as tech strength offsets cyclical woes</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\">\nS&P 500 ends with slim gain as tech strength offsets cyclical woes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-20 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Energy sector worst performer, materials weak</p>\n<p>* Macy's, Kohl's rise on hiking annual guidance</p>\n<p>* U.S. weekly jobless claims hit 17-month low</p>\n<p>* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%</p>\n<p>Aug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.</p>\n<p>Tech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.</p>\n<p>Data showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.</p>\n<p>Stocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"</p>\n<p>\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>The Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.</p>\n<p>After opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.</p>\n<p>\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.</p>\n<p>Technology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.</p>\n<p>Consumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.</p>\n<p>Financials and industrials were among the sectors in the red, falling about 0.8% each.</p>\n<p>In company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.</p>\n<p>A rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.</p>\n<p>But with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.</p>\n<p>Focus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.</p>\n<p>“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.</p>\n<p>The S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.</p>\n<p>About 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF",".DJI":"道琼斯","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares","OEX":"标普100"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160915795","content_text":"* Energy sector worst performer, materials weak\n* Macy's, Kohl's rise on hiking annual guidance\n* U.S. weekly jobless claims hit 17-month low\n* Dow down 0.19%, S&P up 0.13%, Nasdaq up 0.11%\nAug 19 (Reuters) - The S&P 500 ended modestly higher in a choppy session on Thursday, with gains in tech shares countering losses in cyclical sectors, as investors took the pulse of the economic rebound and gauged when the Federal Reserve might temper its monetary stimulus.\nTech also supported the Nasdaq, while economically sensitive sectors such as energy and materials were particularly weak.\nData showed that the number of Americans filing new claims for unemployment benefits fell to a 17-month low last week, pointing to another month of robust job growth.\nStocks had sold off sharply a day earlier after minutes from the Fed's July meeting showed officials felt it was possible that a key benchmark for decreasing support \"could be reached this year.\"\n\"It’s very much investors grappling with the growth outlook for the global economy, and how aggressive the Fed will taper when they get around to it,” said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nThe Dow Jones Industrial Average fell 66.57 points, or 0.19%, to 34,894.12, the S&P 500 gained 5.53 points, or 0.13%, to 4,405.8 and the Nasdaq Composite added 15.87 points, or 0.11%, to 14,541.79.\nAfter opening sharply lower, the benchmark S&P 500 erased its declines while swinging between gains and losses during the session.\n\"Money on the sidelines ... was deployed into the market on weakness, and that has been a tale of the markets for the past six to 12 months,\" said Jeff Mortimer, director of investment strategy at BNY Mellon Wealth Management.\nTechnology shined among S&P 500 sectors, rising 1%, helped by a 4% gain for shares of Nvidia Corp. The chip company forecast third-quarter revenue above Wall Street expectations late on Wednesday as it benefits from a boom in demand.\nConsumer staples and real estate - generally considered defensive sectors - both rose about 0.9%.\nFinancials and industrials were among the sectors in the red, falling about 0.8% each.\nIn company news, shares of U.S. department store chains Macy's Inc and Kohl's Corp rose 19.6% and 7.3%, respectively, following increased annual sales forecasts.\nA rebound in the U.S. economy including a stellar second-quarter corporate earnings season on top of accommodative monetary policy has underpinned positive sentiment for equities, with the S&P 500 up about 100% since its March 2020 pandemic low.\nBut with the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year.\nFocus is shifting to the Fed's annual research conference in Jackson Hole, Wyoming, next week for any read about the central bank's next steps.\n“The key economic variable continues to be inflation,\" Mortimer said. \"Is it temporary, is it permanent, what number will the Fed tolerate in order to achieve its full employment mandate?”\nDeclining issues outnumbered advancing ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.43-to-1 ratio favored decliners.\nThe S&P 500 posted 28 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 35 new highs and 274 new lows.\nAbout 10.3 billion shares changed hands in U.S. exchanges, above the 9.3 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831551830,"gmtCreate":1629336712920,"gmtModify":1633685593193,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831551830","repostId":"1181909905","repostType":2,"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813559759,"gmtCreate":1630217766571,"gmtModify":1704957180745,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813559759","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p>\n<ul>\n <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>\n <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>\n <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li>\n</ul>\n<p></p>\n<p>Real estate iBuying company <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 <b>Zillow Group</b> 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 poised to be a big player 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 <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":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":630657150,"gmtCreate":1642839189212,"gmtModify":1642839189408,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630657150","repostId":"1116834406","repostType":4,"repost":{"id":"1116834406","pubTimestamp":1642783251,"share":"https://www.laohu8.com/m/news/1116834406?lang=&edition=full","pubTime":"2022-01-22 00:40","market":"us","language":"en","title":"‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles","url":"https://stock-news.laohu8.com/highlight/detail?id=1116834406","media":"Bloomberg","summary":"Tuttle’s SARK is up by about 50% since its November launchARKK has tumbled as rising yields dent hig","content":"<html><head></head><body><ul><li>Tuttle’s SARK is up by about 50% since its November launch</li><li>ARKK has tumbled as rising yields dent high-growth stocks</li></ul><p>A controversial ETF with a singular mission to exploit weakness in Cathie Wood’s flagship fund has now amassed $234 million in assets as the new year rout in richly priced tech stocks deepens.</p><p>After a low-key start, the Tuttle Capital Short Innovation ETF (ticker SARK) now boasts an impressive haul for a fund less than three months old after soaring about 50% since inception, according to data compiled by Bloomberg.</p><p>Thank the bond-spurred exodus from high-growth companies with questionable profit outlooks famously beloved by Wood and her firm, ARK Investment Management.</p><p>SARK seeks to win when the ARK Innovation ETF (ARKK) loses, using swap contracts to short the fund. The Tuttle product has won a slew of fans in the tech wreck, posting positive inflows for 10 trading days running.</p><p>While inverse funds are common enough in the $6.9 trillion U.S. ETF industry, SARK stands out for its focus on a single manager.</p><p>Its low-profile but sustained rally suggests more traders are finally prepared to bet against Wood. Even as ARKK’s famed outperformance against the S&P 500 evaporates, investors have proved intensely loyal with modest outflows.</p><p><img src=\"https://static.tigerbbs.com/0793e5394612f3fbda4269aba6df0f92\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>“I’m honestly not surprised at it just taking in money,” said James Seyffart, Bloomberg Intelligence ETF analyst. “The trend is your friend and for ARK right now the trend is still negative.”</p><p>The jump in Treasury yields and an expectation of tighter monetary policy have weighed on many of the stocks favored by Wood and ARK. ARKK plunged 20% this year through Thursday, while SARK was up 22%.</p><p>Matthew Tuttle, chief executive officer of Tuttle Capital Management LLC, noted that SARK has recently been notching inflows even on days when ARKK climbs. To Tuttle, it’s a sign investors increasingly see the fund as a hedging tool or a wager on the macro environment -- not just a way to capitalize on the downward momentum of speculative equities touted by Wood and her team.</p><p>“I do think inflows can continue, regardless of how ARKK does from here,” he said by email.</p></body></html>","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>‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles</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‘Anti-ARKK’ ETF Amasses $234 Million as Cathie Wood Struggles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 00:40 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-01-21/-anti-arkk-etf-amasses-234-million-as-cathie-wood-struggles?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tuttle’s SARK is up by about 50% since its November launchARKK has tumbled as rising yields dent high-growth stocksA controversial ETF with a singular mission to exploit weakness in Cathie Wood’s ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-21/-anti-arkk-etf-amasses-234-million-as-cathie-wood-struggles?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SARK":"Tradr 2X Short Innovation Daily ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-21/-anti-arkk-etf-amasses-234-million-as-cathie-wood-struggles?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116834406","content_text":"Tuttle’s SARK is up by about 50% since its November launchARKK has tumbled as rising yields dent high-growth stocksA controversial ETF with a singular mission to exploit weakness in Cathie Wood’s flagship fund has now amassed $234 million in assets as the new year rout in richly priced tech stocks deepens.After a low-key start, the Tuttle Capital Short Innovation ETF (ticker SARK) now boasts an impressive haul for a fund less than three months old after soaring about 50% since inception, according to data compiled by Bloomberg.Thank the bond-spurred exodus from high-growth companies with questionable profit outlooks famously beloved by Wood and her firm, ARK Investment Management.SARK seeks to win when the ARK Innovation ETF (ARKK) loses, using swap contracts to short the fund. The Tuttle product has won a slew of fans in the tech wreck, posting positive inflows for 10 trading days running.While inverse funds are common enough in the $6.9 trillion U.S. ETF industry, SARK stands out for its focus on a single manager.Its low-profile but sustained rally suggests more traders are finally prepared to bet against Wood. Even as ARKK’s famed outperformance against the S&P 500 evaporates, investors have proved intensely loyal with modest outflows.“I’m honestly not surprised at it just taking in money,” said James Seyffart, Bloomberg Intelligence ETF analyst. “The trend is your friend and for ARK right now the trend is still negative.”The jump in Treasury yields and an expectation of tighter monetary policy have weighed on many of the stocks favored by Wood and ARK. ARKK plunged 20% this year through Thursday, while SARK was up 22%.Matthew Tuttle, chief executive officer of Tuttle Capital Management LLC, noted that SARK has recently been notching inflows even on days when ARKK climbs. To Tuttle, it’s a sign investors increasingly see the fund as a hedging tool or a wager on the macro environment -- not just a way to capitalize on the downward momentum of speculative equities touted by Wood and her team.“I do think inflows can continue, regardless of how ARKK does from here,” he said by email.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630006211,"gmtCreate":1642610334397,"gmtModify":1642610334637,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"ook","listText":"ook","text":"ook","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630006211","repostId":"2204307707","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615987082,"gmtCreate":1652747511246,"gmtModify":1652747514497,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","listText":"回复 <a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:ok//<a href=\"https://laohu8.com/U/3458084208518407\">@Wait_Flowers</a>:这篇文章不错,转发给大家看","text":"回复 @Wait_Flowers:ok//@Wait_Flowers:这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615987082","repostId":"612911091","repostType":1,"repost":{"id":612911091,"gmtCreate":1652118424672,"gmtModify":1652132156965,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"美股能在周三反弹吗?","htmlText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","listText":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是<a target=\"_blank\" href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$</a> 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","text":"周一盘前打开行情大吃一惊,千亿以上市值的公司,竟然没有一家是上涨的,属实罕见,也证明了上周五的猜想:权重股接棒成长股变为大盘下跌主力。截止到5月6日,2022年纳斯达克下跌23%,标普下跌14%。按照熊市标准,纳斯达克熊了,标普没熊。然而万亿新贵当中,只有苹果目前维持13%的跌幅,其余成员全部跌破20%熊市大关。 如果有一天苹果年跌幅也跌破20%,即跌破$146,会怎么样呢?其实快一点,估计这两天就可以看到苹果跌破20%,$146距离$151仅仅只有3.5%左右。如果说A股保卫的是3000点,那美股保卫的应该就是苹果$146了。 不过这场保卫战是多空双方真刀真枪的对砍,还是互相敷衍一下就给空方让路了,取决于宏观是否真正有所改善。如果通胀依旧高企没有下降趋势,原油价格依旧走强,供应链依旧迟迟没有改善,我认为$146也只是下一个阶段的开始而已。 不过根据前瞻预测,周三美国将发布4月CPI数据,市场普遍预测4月的CPI同比增速放缓,显现出见顶的迹象,环比增速将从1.2%降至0.2%,同比增速将从8.5%降至8.1%,核心CPI将回落至6.1%。 所以周一周二大跌反而是件好事,根据以往被华尔街折磨的经验,说明这个预测数据大概率没啥问题,通胀确实有所缓解,数据公布后可以期待小反弹。 投资——抛售的恶性循环 不过今天值得注意的信息还是$Rivian Automotive, Inc.(RIVN)$ 的被大股东减持。有消息称随着IPO解禁期结束,福特计划出售其持有的800万股股票,目前福**持有约1.02亿股。 减持的主要原因还是因为RIVN大跌,让福特公司第一季度亏损了54亿美元。今年一季度RIVN公司股价跌了51%。 那么同样是持股大跌的亚马逊会不会也跟进这一波抛","images":[{"img":"https://static.tigerbbs.com/98f69ec0dc0fa946a80fbd52af4a6376","width":"1170","height":"2364"},{"img":"https://static.tigerbbs.com/74ce4b921bce62bcd0f284adf4c95656","width":"1170","height":"1348"},{"img":"https://static.tigerbbs.com/5dd8e35efe00814d900c567cbd292556","width":"1170","height":"2409"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612911091","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618940067,"gmtCreate":1650846167059,"gmtModify":1650846167234,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","listText":"回复 <a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:ok//<a href=\"https://laohu8.com/U/3495359117819194\">@电脑</a>:阅","text":"回复 @电脑:ok//@电脑:阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618940067","repostId":"618075764","repostType":1,"repost":{"id":618075764,"gmtCreate":1650770229744,"gmtModify":1650852656486,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"市场对美联储加息有点反应过度了,建议开盘关注这些资产","htmlText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","listText":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","text":"今夜,又有重要喊话出来,大概提了将近十点,不过大家看一下标题基本上就明白重点,目前已经开的美股里面,中概概念在反弹。 这个周末大家重点还是留意一下国内的疫情数据,我认为,近期美元的资金回流在全球范围内非常的明显,只不过对于美联储的加息炒作,也经历了三个阶段: 第一阶段,加息阶段,即今年元旦后到俄乌危机爆发前; 第二阶段,大幅加息阶段,即俄乌危机爆发后,各种制裁导致通胀进一步高企的预期; 第三阶段,更快大幅阶段,即现在,美联储掉期利率预计年底前将会加息250个基点。 这是个什么概念呢?相当于未来剩余的6次利率会议,有4次需要加息50个基点,而有两次加息25个基点。 当然,最夸张的还是要数美联储最大的鹰派布拉德,看见没有?当很多美联储官员觉得中性利率是2.5%的时候,人家布大嘴认为,3.5%才是天花板。 因此,许导认为,市场现在的预期有点反应过度了,下个阶段很有可能会发生的事情,就是炒作美联储加息减码,届时预计A股也有望迎来反弹磨底行情。 本轮A股在经历了连续下跌之后,多家券商机构认为市场已经进入震荡筑底阶段。 过去一段时间的下跌主要是由于俄乌地缘政治冲突叠加中概股退市风波,不过3月16日的金融委会议给市场确立了政策底,另外近期部分公司披露了积极的1-2月份经营数据,公司回购规模也处于历史高位。市场开始回暖,但是反弹不是一蹴而就,预计会在低位反复震荡。 在市场弱势的背景下,确定性成了机构们关注的焦点。行业配置方面,机构普遍有四点共识: 第一,4月进入财报季,财报超预期的公司往往表现不俗。 从已经公布1-2月经营数据的公司分布来看,食品饮料为代表的的大消费板块业绩亮眼;另外PPI和CPI剪刀差缩窄,按照历史经验消费板块有望领涨。建议关注建议关注:高确定性的白酒和医疗,以及受益于通胀预期的食品、纺服等必须消费板块。 第二,有政策背书的稳增长方向,有望贯穿全年。 稳增长方向也非常值得","images":[{"img":"https://static.tigerbbs.com/37696acb831fcf658fb2f8548707fffc","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/618075764","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636068750,"gmtCreate":1645589216770,"gmtModify":1645589216909,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","listText":"回复 <a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:ok//<a href=\"https://laohu8.com/U/3558607610240905\">@万里长青</a>:?","text":"回复 @万里长青:ok//@万里长青:?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636068750","repostId":"631246660","repostType":1,"repost":{"id":631246660,"gmtCreate":1644808517405,"gmtModify":1644882057749,"author":{"id":"3572034257249930","authorId":"3572034257249930","name":"SCLOW","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572034257249930","authorIdStr":"3572034257249930"},"themes":[],"title":"Russo-Ukrainian crisis","htmlText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","listText":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","text":"Geopolitical worries have added another layer of volatility to an already-jumpy market as investors priced in the possibility of escalating conflict between Russia and Ukraine, though some doubted the issue would weigh on U.S. asset prices over the longer term. Reports of rising tensions between the two countries slammed stocks on Friday and lifted prices for Treasuries, the dollar and other safe-haven assets. Investors were already rattled by a hawkish turn from the Federal Reserve.The market is reacting because an actual invasion has not yet been priced in,\" said Michael Farr of Farr, Miller and Washington LLC. \"The severity of an invasion, if one occurs, will correlate to the severity of the market’s reaction.\" The United States and Europe stepped up their warnings of an imminent attack","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631246660","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639736830,"gmtCreate":1643436167320,"gmtModify":1643436167458,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","listText":"回复 <a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:ok//<a href=\"https://laohu8.com/U/3517906822003417\">@绿茶西湖龙井</a>:好","text":"回复 @绿茶西湖龙井:ok//@绿茶西湖龙井:好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736830","repostId":"639682139","repostType":1,"repost":{"id":639682139,"gmtCreate":1643275897926,"gmtModify":1643295475096,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"财报解剖 | 黑暗中的曙光,德州仪器业绩大超预期!","htmlText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","listText":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","text":"作者:昨辰摘要:TI超预期业绩指引或将对半导体板块形成强有力的支撑1月25日盘后德州仪器(TI)发布超预期21Q4及全年财报和22Q1指引,股价收涨2.51%。在半导体板块整体受宏观因素跟随大盘回调的当下,这给了市场一定的信心。后续半导体巨头们和大型科技股的财报如果也能稳住,那企稳的拐点或将出现。截止22年1月26日收盘,德州仪器(TI)21年全年涨幅为17.53%,22年至今涨幅为-5.38%,跑赢同期标普500指数(SPY:-8.75%)、纳指100ETF(QQQ:-13.39%)及费城半导体指数(SOXX:-13.84%)的涨幅。TXN、QQQ、SOXX及SPY股价拟合图来源:Tradingview从季度财报情况来看,受益于公司强大的产品组合实力和不断扩大的制造能力,模拟芯片龙头德州仪器21Q4营收和EPS均超预期。21Q4德州仪器营收同比增18.5%至48.32亿美元,好于预期的44.3亿美元;净利润同比增26.7%至21.38亿美元;摊薄后EPS同比增26.1%,同样超预期(2.27 vs 1.95)。从全年来看,21年营收同比增26.9%至183.44亿美元;净利润同比增38.9%至77.69亿美元;摊薄后EPS同比增38.4%至8.26美元。总体来看,21年全年业绩表现在半导体超级周期之下算是中规中矩,不能说特别出彩,但是相当的稳健。那为什么TI能这么稳呢?主要是因为德州仪器拥有广泛的产品线和卓越的制造能力:TI旗下有八万多种产品,在全球15个生产基地拥有11 个世界级的高产量晶圆厂、7 个封装/测试厂以及多家凸点加工和晶圆测试厂,每年生产数百亿颗芯片,售价从两分美金(差不多0.1元人民币)到三百美金不等,这也让德州仪器有能力服务于包括工业应用、汽车电子、个人电子产品、通信设备和企业系统在内的多个市场。进一步细看。德州仪器最核心的模拟业务21Q4斩获37.58","images":[{"img":"https://static.tigerbbs.com/1daaf1f26ae7c7241fa6e0d7a6c61c68","width":"632","height":"379"},{"img":"https://static.tigerbbs.com/11c2cff22a3fd8a5939571cce760b7b2","width":"632","height":"301"},{"img":"https://static.tigerbbs.com/69d6a1a25ed889048c568080d78fbff5","width":"632","height":"379"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639682139","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830621171,"gmtCreate":1629071655193,"gmtModify":1633687692377,"author":{"id":"4091981629440950","authorId":"4091981629440950","name":"limyb","avatar":"https://static.tigerbbs.com/cbd71e0d20e7fd77830dbb076f1ddaf0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091981629440950","authorIdStr":"4091981629440950"},"themes":[],"htmlText":"OK likjj","listText":"OK likjj","text":"OK likjj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830621171","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}