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henglaw
2021-12-15
Ok
U.S.Stocks open lower after PPI reading as investors await Fed
henglaw
2021-12-08
Why didn’t the author write and post this article on 7 Dec? 😂
The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.
henglaw
2021-11-30
Who likes to see more green days? 💚💚💚
henglaw
2021-11-20
Technology!
抱歉,原内容已删除
henglaw
2021-11-18
2021 & beyond: Metaverse
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henglaw
2021-11-16
Like!
Razer execs plan to value firm at up to US$4.5 bln in take-private deal -sources
henglaw
2021-11-16
Nice!
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henglaw
2021-11-16
Meme stock?
Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade
henglaw
2021-11-07
Nice post!
3 Biggest Stock Market Predictions for November
henglaw
2021-11-05
Hope travel will resume soon.
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henglaw
2021-11-02
Why?
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henglaw
2021-10-27
Boring is Gold’
These 10 Stocks Make Up 87% of Warren Buffett's Portfolio
henglaw
2021-10-26
Rally on!
Dow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation
henglaw
2021-10-25
Come on AAPL 😘
Big Tech companies report earnings: What to know this week
henglaw
2021-10-24
Great ariticle, would you like to share it?
@不二说价值:📢请关注我的youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会每周给1-2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:十万刀空间站独家内容和丰富福利介绍$Digital World Acquisition Corp(DWAC)$ $Facebook(FB)$ $Phunware, Inc.(PHUN)$ $Snap Inc(SNAP)$ $Twitter(TWTR)$
henglaw
2021-10-14
It’s earnings week. Stay the course.
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henglaw
2021-10-11
Everything has a season.
China tech stocks are making a big comeback
henglaw
2021-10-08
the genie wants to grant wishes (pros) but his Master controls him (cons)…
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henglaw
2021-10-06
Anyone keeps track these ‘predictions’?
抱歉,原内容已删除
henglaw
2021-10-06
Past performance does not guarantee futureresults.
Don't worry (too much) about an October market crash
去老虎APP查看更多动态
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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639492308,"share":"https://www.laohu8.com/m/news/1179453620?lang=&edition=full","pubTime":"2021-12-14 22:31","market":"us","language":"en","title":"U.S.Stocks open lower after PPI reading as investors await Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1179453620","media":"Tiger Newspress","summary":"U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.","content":"<p>U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.96,S&P 500 down 0.7% at 4,635.65,Dow industrials down 98 points, or 0.3%.</p>\n<p>Tesla shares were among the biggest early droppers on the S&P 500, falling 2.1% premarket after CEO Elon Musk announced that that he has sold another $906.5 million in shares.</p>\n<p>Fellow automaker Ford also fell, down 1.7% following news that by 2030Toyotawould beinvesting $35 billion into battery-powered electronic vehicles, a space where Ford has sought to establish itself as a leader.</p>\n<p>Pfizer shares rose nearly 1% after final results of tests on its Covid drug showed it reduced hospitalizations and deaths by 89% in high-risk patients.</p>\n<p>Research from Goldman Sachs showed the S&P 500 is powered by five stocks that have accounted for 51% of its return since the end of April. Microsoft, Google, Apple, Nvidia and Tesla account for more than one-third of the S&P 500's 26% return this year, according to Goldman.</p>\n<p>Traders are awaiting a decision from the Fed on how quickly the central bank will tighten monetary policy amid a backdrop of fresh inflation numbers that reflected the fastest annual increase in nearly four decades. The Labor Department's Consumer Price Index (CPI) soared 6.8% in November compared to last year, according to figures published last week.</p>\n<p>The Federal Open Market Committee (FOMC) is scheduled to hold its two-day policy-setting meeting starting on Tuesday, followed by the release of the monetary policy statement and remarks from Federal Reserve Chair Jerome Powell Wednesday. An updated Summary of Economic Projections outlining individual members' outlooks for economic conditions and interest rates is set to accompany the statement.</p>\n<p>The Fed has been under pressure to control rising inflation levels, as investors watch for clues of a faster taper that could set the stage for earlier rate hikes.</p>\n<p>“Because inflation expectations do appear to be adaptive, our view is that the longer inflation stays elevated, the greater the risk that consumers adjust their behaviors in a way that contributes to persistently elevated inflation” wrote PIMCO economist Tiffany Wilding in a recent note to clients.</p>\n<p>“We believe the Fed will want to manage this risk by shortening the time over which it winds down its purchases of U.S. Treasuries and agency mortgage-backed securities (MBS), aiming to end the program in March 2022, while also signaling a June rate hike is likely,” said Wilding.</p>\n<p>PIMCO managing director and portfolio manager Sonali Pier also separately told Yahoo Finance Live that the firm expects to see two hikes in 2022, three hikes in 2023, and potentially four in 2024, with the Fed trying to bring the policy rate to neutral.</p>\n<p>“Amid proliferating signs of solid growth and a robust job market, various measures depict a deeply troubled economy,” wrote Oxford Economics senior economist Bob Schwartzin a new report. \"Households are downbeat, according to sentiment surveys, and the so-called 'misery index' that adds together inflation and unemployment hovers around recession levels.\"</p>\n<p>Markets await a trove of fresh economic data this week. November retail sales, out on Wednesday, are expected to rise by 0.8%, according to Bloomberg consensus estimates. And November housing starts are forecasted to see a month-over-month increase of 3.3%.</p>\n<p>Meanwhile, Morgan Stanley projects the U.S. unemployment rate will drop to 3% in 2022.</p>\n<p>\"It's stunning to see how much the rate has fallen in the last five months,” Morgan chief U.S. economist Michael Feroli told Yahoo Finance Live. “We expect that pace of decline to slow, but it doesn't take much to get below 4%, even with a tick up in the labor participation rate which has been depressed over the last year and a half.\"</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>U.S.Stocks open lower after PPI reading as investors await Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S.Stocks open lower after PPI reading as investors await Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-14 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.96,S&P 500 down 0.7% at 4,635.65,Dow industrials down 98 points, or 0.3%.</p>\n<p>Tesla shares were among the biggest early droppers on the S&P 500, falling 2.1% premarket after CEO Elon Musk announced that that he has sold another $906.5 million in shares.</p>\n<p>Fellow automaker Ford also fell, down 1.7% following news that by 2030Toyotawould beinvesting $35 billion into battery-powered electronic vehicles, a space where Ford has sought to establish itself as a leader.</p>\n<p>Pfizer shares rose nearly 1% after final results of tests on its Covid drug showed it reduced hospitalizations and deaths by 89% in high-risk patients.</p>\n<p>Research from Goldman Sachs showed the S&P 500 is powered by five stocks that have accounted for 51% of its return since the end of April. Microsoft, Google, Apple, Nvidia and Tesla account for more than one-third of the S&P 500's 26% return this year, according to Goldman.</p>\n<p>Traders are awaiting a decision from the Fed on how quickly the central bank will tighten monetary policy amid a backdrop of fresh inflation numbers that reflected the fastest annual increase in nearly four decades. The Labor Department's Consumer Price Index (CPI) soared 6.8% in November compared to last year, according to figures published last week.</p>\n<p>The Federal Open Market Committee (FOMC) is scheduled to hold its two-day policy-setting meeting starting on Tuesday, followed by the release of the monetary policy statement and remarks from Federal Reserve Chair Jerome Powell Wednesday. An updated Summary of Economic Projections outlining individual members' outlooks for economic conditions and interest rates is set to accompany the statement.</p>\n<p>The Fed has been under pressure to control rising inflation levels, as investors watch for clues of a faster taper that could set the stage for earlier rate hikes.</p>\n<p>“Because inflation expectations do appear to be adaptive, our view is that the longer inflation stays elevated, the greater the risk that consumers adjust their behaviors in a way that contributes to persistently elevated inflation” wrote PIMCO economist Tiffany Wilding in a recent note to clients.</p>\n<p>“We believe the Fed will want to manage this risk by shortening the time over which it winds down its purchases of U.S. Treasuries and agency mortgage-backed securities (MBS), aiming to end the program in March 2022, while also signaling a June rate hike is likely,” said Wilding.</p>\n<p>PIMCO managing director and portfolio manager Sonali Pier also separately told Yahoo Finance Live that the firm expects to see two hikes in 2022, three hikes in 2023, and potentially four in 2024, with the Fed trying to bring the policy rate to neutral.</p>\n<p>“Amid proliferating signs of solid growth and a robust job market, various measures depict a deeply troubled economy,” wrote Oxford Economics senior economist Bob Schwartzin a new report. \"Households are downbeat, according to sentiment surveys, and the so-called 'misery index' that adds together inflation and unemployment hovers around recession levels.\"</p>\n<p>Markets await a trove of fresh economic data this week. November retail sales, out on Wednesday, are expected to rise by 0.8%, according to Bloomberg consensus estimates. And November housing starts are forecasted to see a month-over-month increase of 3.3%.</p>\n<p>Meanwhile, Morgan Stanley projects the U.S. unemployment rate will drop to 3% in 2022.</p>\n<p>\"It's stunning to see how much the rate has fallen in the last five months,” Morgan chief U.S. economist Michael Feroli told Yahoo Finance Live. “We expect that pace of decline to slow, but it doesn't take much to get below 4%, even with a tick up in the labor participation rate which has been depressed over the last year and a half.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179453620","content_text":"U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.96,S&P 500 down 0.7% at 4,635.65,Dow industrials down 98 points, or 0.3%.\nTesla shares were among the biggest early droppers on the S&P 500, falling 2.1% premarket after CEO Elon Musk announced that that he has sold another $906.5 million in shares.\nFellow automaker Ford also fell, down 1.7% following news that by 2030Toyotawould beinvesting $35 billion into battery-powered electronic vehicles, a space where Ford has sought to establish itself as a leader.\nPfizer shares rose nearly 1% after final results of tests on its Covid drug showed it reduced hospitalizations and deaths by 89% in high-risk patients.\nResearch from Goldman Sachs showed the S&P 500 is powered by five stocks that have accounted for 51% of its return since the end of April. Microsoft, Google, Apple, Nvidia and Tesla account for more than one-third of the S&P 500's 26% return this year, according to Goldman.\nTraders are awaiting a decision from the Fed on how quickly the central bank will tighten monetary policy amid a backdrop of fresh inflation numbers that reflected the fastest annual increase in nearly four decades. The Labor Department's Consumer Price Index (CPI) soared 6.8% in November compared to last year, according to figures published last week.\nThe Federal Open Market Committee (FOMC) is scheduled to hold its two-day policy-setting meeting starting on Tuesday, followed by the release of the monetary policy statement and remarks from Federal Reserve Chair Jerome Powell Wednesday. An updated Summary of Economic Projections outlining individual members' outlooks for economic conditions and interest rates is set to accompany the statement.\nThe Fed has been under pressure to control rising inflation levels, as investors watch for clues of a faster taper that could set the stage for earlier rate hikes.\n“Because inflation expectations do appear to be adaptive, our view is that the longer inflation stays elevated, the greater the risk that consumers adjust their behaviors in a way that contributes to persistently elevated inflation” wrote PIMCO economist Tiffany Wilding in a recent note to clients.\n“We believe the Fed will want to manage this risk by shortening the time over which it winds down its purchases of U.S. Treasuries and agency mortgage-backed securities (MBS), aiming to end the program in March 2022, while also signaling a June rate hike is likely,” said Wilding.\nPIMCO managing director and portfolio manager Sonali Pier also separately told Yahoo Finance Live that the firm expects to see two hikes in 2022, three hikes in 2023, and potentially four in 2024, with the Fed trying to bring the policy rate to neutral.\n“Amid proliferating signs of solid growth and a robust job market, various measures depict a deeply troubled economy,” wrote Oxford Economics senior economist Bob Schwartzin a new report. \"Households are downbeat, according to sentiment surveys, and the so-called 'misery index' that adds together inflation and unemployment hovers around recession levels.\"\nMarkets await a trove of fresh economic data this week. November retail sales, out on Wednesday, are expected to rise by 0.8%, according to Bloomberg consensus estimates. And November housing starts are forecasted to see a month-over-month increase of 3.3%.\nMeanwhile, Morgan Stanley projects the U.S. unemployment rate will drop to 3% in 2022.\n\"It's stunning to see how much the rate has fallen in the last five months,” Morgan chief U.S. economist Michael Feroli told Yahoo Finance Live. “We expect that pace of decline to slow, but it doesn't take much to get below 4%, even with a tick up in the labor participation rate which has been depressed over the last year and a half.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602976465,"gmtCreate":1638965798907,"gmtModify":1638965798996,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Why didn’t the author write and post this article on 7 Dec? 😂","listText":"Why didn’t the author write and post this article on 7 Dec? 😂","text":"Why didn’t the author write and post this article on 7 Dec? 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602976465","repostId":"1119697932","repostType":4,"repost":{"id":"1119697932","pubTimestamp":1638948374,"share":"https://www.laohu8.com/m/news/1119697932?lang=&edition=full","pubTime":"2021-12-08 15:26","market":"us","language":"en","title":"The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119697932","media":"Barrons","summary":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for ","content":"<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.</p>\n<p>There’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta Platforms (FB),Amazon.com (AMZN),Netflix (NFLX),Alphabet (GOOGL),Microsoft (MSFT), and Tesla (TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.</p>\n<p>Less money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.</p>\n<p>But it’s far from certain that the pain for Big Tech stocks is over.</p>\n<p>The Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.</p>\n<p>Its data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.</p>\n<p>The problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.</p>\n<p>A separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&P 500’s by so much recently that its total market cap is now the highest portion of the S&P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.</p>\n<p>Before that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.</p>\n<p>A poor performance by Big Tech could drag the S&P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.</p>\n<p>That is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&P 500 should fall about 8% from its current level, the bank’s data show.</p>\n<p>One positive is that the S&P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.</p>\n<p>That is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.</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>The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.</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\">\nThe Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 15:26 GMT+8 <a href=https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta ...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2\">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","GOOGL":"谷歌A","NFLX":"奈飞",".DJI":"道琼斯","MSFT":"微软","AAPL":"苹果",".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119697932","content_text":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta Platforms (FB),Amazon.com (AMZN),Netflix (NFLX),Alphabet (GOOGL),Microsoft (MSFT), and Tesla (TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.\nLess money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.\nBut it’s far from certain that the pain for Big Tech stocks is over.\nThe Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.\nIts data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.\nThe problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.\nA separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&P 500’s by so much recently that its total market cap is now the highest portion of the S&P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.\nBefore that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.\nA poor performance by Big Tech could drag the S&P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.\nThat is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&P 500 should fall about 8% from its current level, the bank’s data show.\nOne positive is that the S&P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.\nThat is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609942158,"gmtCreate":1638234816939,"gmtModify":1638234890725,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Who likes to see more green days? 💚💚💚","listText":"Who likes to see more green days? 💚💚💚","text":"Who likes to see more green days? 💚💚💚","images":[{"img":"https://static.tigerbbs.com/731f743157d92d1f5273e375fef209de","width":"1125","height":"2284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609942158","isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":872082591,"gmtCreate":1637375778132,"gmtModify":1637375778299,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Technology!","listText":"Technology!","text":"Technology!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872082591","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878255233,"gmtCreate":1637200216219,"gmtModify":1637200216304,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"2021 & beyond: Metaverse ","listText":"2021 & beyond: Metaverse ","text":"2021 & beyond: Metaverse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878255233","repostId":"2184764854","repostType":4,"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871861012,"gmtCreate":1637052658193,"gmtModify":1637052658375,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871861012","repostId":"1195660296","repostType":4,"repost":{"id":"1195660296","pubTimestamp":1637045792,"share":"https://www.laohu8.com/m/news/1195660296?lang=&edition=full","pubTime":"2021-11-16 14:56","market":"us","language":"en","title":"Razer execs plan to value firm at up to US$4.5 bln in take-private deal -sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1195660296","media":"Reuters","summary":"A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hard","content":"<p>A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hardware maker at up to HK$35 billion ($4.5 billion) in a deal to take it private, two people with direct knowledge of the matter said.</p>\n<p>Chairman Min-Liang Tan and non-executive director Kaling Lim, with a combined stake of nearly 60% in Razer, are leading a group to offer up to HK$4 per share for the deal, the people said. That is almost double Razer's average share price of HK$2.1 over the past month.</p>\n<p>The move comes as the consortium believes Razer, based in the United States and Singapore, has been undervalued in Hong Kong where investors typically pay more attention to tech firms from mainland China, the people added, declining to be identified due to confidentiality constraints.</p>\n<p>Razer declined to comment. Tan and Lim also declined to comment on a Reuters query made via the company.</p>\n<p>In late October, a company filing said Tan and Lim were in preliminary talks with financial investors to explore the possibility of a transaction involving the company which may or may not lead to a general offer for its shares.</p>\n<p>The consortium is also in talks with private equity firm CVC Capital Partners for the buyout, said one of the two people and two other people with knowledge of the matter.</p>\n<p>Buyout firm KKR has also studied the deal but has yet to decide on whether it will invest, said the first two people and another person.</p>\n<p>KKR declined to comment. CVC did not immediately respond to a request for comment.</p>\n<p>The talks have advanced and the consortium is looking to announce the deal by end-2021, the first two people said.</p>\n<p>The consortium aims to eventually list Razer in New York to take advantage of higher valuations for tech stocks, the first two people told Reuters.</p>\n<p>RAZER PERFORMANCE</p>\n<p>Founded in the United States and Singapore in 2005, Razer has grown from making wireless mice to manufacturing gaming laptops, gaming keyboards and other accessories.</p>\n<p>It swung to a record net profit of $31.3 million in the first half of 2021, riding a gaming boom as COVID-19-related lockdowns kept people at home, compared to a net loss of $17.7 million a year earlier. The United States accounted for 42% of its first-half revenue.</p>\n<p>Razer went public at HK$3.88 per share in the Asian financial hub in 2017, in a stellar debut powered by strong retail demand for new technology stocks.</p>\n<p>But its stock more than halved last month from this year's peak of HK$3.36 in February, while the benchmark Hang Seng Index fell 24% over the same period.</p>\n<p>However, the shares have jumped 30% to five-month highs since the October filing on Tan and Lim's talks with investors.</p>\n<p>A transaction would add to a surge in strategic investors and buyout firms tapping Hong Kong companies for take-private opportunities, attracted by undervalued shares.</p>\n<p>Hong Kong-listed firms have been involved in $8.15 billion worth of take-private deals in 2021, versus $23 billion for all of last year, Refinitiv data showed.</p>\n<p>($1 = 7.7923 Hong Kong dollars)</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>Razer execs plan to value firm at up to US$4.5 bln in take-private deal -sources</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\">\nRazer execs plan to value firm at up to US$4.5 bln in take-private deal -sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 14:56 GMT+8 <a href=https://finance.yahoo.com/news/razer-execs-plan-value-firm-043540878.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hardware maker at up to HK$35 billion ($4.5 billion) in a deal to take it private, two people with ...</p>\n\n<a href=\"https://finance.yahoo.com/news/razer-execs-plan-value-firm-043540878.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01337":"雷蛇"},"source_url":"https://finance.yahoo.com/news/razer-execs-plan-value-firm-043540878.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195660296","content_text":"A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hardware maker at up to HK$35 billion ($4.5 billion) in a deal to take it private, two people with direct knowledge of the matter said.\nChairman Min-Liang Tan and non-executive director Kaling Lim, with a combined stake of nearly 60% in Razer, are leading a group to offer up to HK$4 per share for the deal, the people said. That is almost double Razer's average share price of HK$2.1 over the past month.\nThe move comes as the consortium believes Razer, based in the United States and Singapore, has been undervalued in Hong Kong where investors typically pay more attention to tech firms from mainland China, the people added, declining to be identified due to confidentiality constraints.\nRazer declined to comment. Tan and Lim also declined to comment on a Reuters query made via the company.\nIn late October, a company filing said Tan and Lim were in preliminary talks with financial investors to explore the possibility of a transaction involving the company which may or may not lead to a general offer for its shares.\nThe consortium is also in talks with private equity firm CVC Capital Partners for the buyout, said one of the two people and two other people with knowledge of the matter.\nBuyout firm KKR has also studied the deal but has yet to decide on whether it will invest, said the first two people and another person.\nKKR declined to comment. CVC did not immediately respond to a request for comment.\nThe talks have advanced and the consortium is looking to announce the deal by end-2021, the first two people said.\nThe consortium aims to eventually list Razer in New York to take advantage of higher valuations for tech stocks, the first two people told Reuters.\nRAZER PERFORMANCE\nFounded in the United States and Singapore in 2005, Razer has grown from making wireless mice to manufacturing gaming laptops, gaming keyboards and other accessories.\nIt swung to a record net profit of $31.3 million in the first half of 2021, riding a gaming boom as COVID-19-related lockdowns kept people at home, compared to a net loss of $17.7 million a year earlier. The United States accounted for 42% of its first-half revenue.\nRazer went public at HK$3.88 per share in the Asian financial hub in 2017, in a stellar debut powered by strong retail demand for new technology stocks.\nBut its stock more than halved last month from this year's peak of HK$3.36 in February, while the benchmark Hang Seng Index fell 24% over the same period.\nHowever, the shares have jumped 30% to five-month highs since the October filing on Tan and Lim's talks with investors.\nA transaction would add to a surge in strategic investors and buyout firms tapping Hong Kong companies for take-private opportunities, attracted by undervalued shares.\nHong Kong-listed firms have been involved in $8.15 billion worth of take-private deals in 2021, versus $23 billion for all of last year, Refinitiv data showed.\n($1 = 7.7923 Hong Kong dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871863509,"gmtCreate":1637052637100,"gmtModify":1637052637272,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871863509","repostId":"2183112076","repostType":4,"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871860617,"gmtCreate":1637052394024,"gmtModify":1637052394236,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Meme stock?","listText":"Meme stock?","text":"Meme stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871860617","repostId":"1160740007","repostType":4,"repost":{"id":"1160740007","pubTimestamp":1637034481,"share":"https://www.laohu8.com/m/news/1160740007?lang=&edition=full","pubTime":"2021-11-16 11:48","market":"us","language":"en","title":"Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1160740007","media":"seekingalpha","summary":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competit","content":"<p>Summary</p>\n<ul>\n <li>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.</li>\n <li>In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.</li>\n <li>At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Nvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>\n<p>Nothing but expectations</p>\n<p>Recently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.</p>\n<p>The company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:</p>\n<blockquote>\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n</blockquote>\n<blockquote>\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n</blockquote>\n<p>The goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!</p>\n<p>What bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.</p>\n<p>But that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:</p>\n<blockquote>\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/60a717d69de6b7f73e2ac4764f6e2d5f\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">\n</blockquote>\n<blockquote>\n <i>Microsoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author</i>\n</blockquote>\n<blockquote>\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n</blockquote>\n<p>As with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.</p>\n<p>And then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665c228fc6b50397b6fe547b6c1dbb3\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source:Investor presentation</span></p>\n<p>Now Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.</p>\n<p>But it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.</p>\n<p>In short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:</p>\n<blockquote>\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n</blockquote>\n<blockquote>\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n</blockquote>\n<blockquote>\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n</blockquote>\n<blockquote>\n <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24cf0a0daa9c8b638e461a9bdaf0d1a9\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Source:Nuvia Webpage</span></p>\n</blockquote>\n<p>Most recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:</p>\n<blockquote>\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n</blockquote>\n<p>So it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.</p>\n<p>Managing expectations</p>\n<p>With a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.</p>\n<p>Nevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1916e5f56a5eee93d4c1c93e254afc\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>So we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7635beca779966b95afc457e2942d3f3\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>Even when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.</p>\n<p><img src=\"https://static.tigerbbs.com/334c1692ae1a107d16b6c981312c34fb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>For the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff075390e6e0c070e102d3010f93296\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Source:alphaspread.com/estimates by author</span></p>\n<p>Based on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe4a0463babd595f753a0776e80efd\" tg-width=\"376\" tg-height=\"383\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Investors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8d3231ad0480f4042265afdcf2911d\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source:Discount rate history for Nvidia</span></p>\n<p>You can see the result here: The Nvidia share would then be overvalued by almost 75 percent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3b3bab8c4014934702ed6382e76202\" tg-width=\"379\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Conclusion</p>\n<p>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade</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\">\nNvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:48 GMT+8 <a href=https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160740007","content_text":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.\nAt its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\n\nIntroduction\nNvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\nNothing but expectations\nRecently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.\nThe company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:\n\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n\n\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n\nThe goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!\nWhat bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.\nBut that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:\n\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n\n\n\n\n\nMicrosoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author\n\n\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n\nAs with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.\nAnd then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.\nSource:Investor presentation\nNow Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.\nBut it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.\nIn short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:\n\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n\n\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n\n\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n\n\nSource:Nuvia Webpage\n\nMost recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:\n\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n\nSo it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.\nManaging expectations\nWith a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.\nNevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.\nSource: www.dividendStocks.Cash\nSo we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.\nSource: www.dividendStocks.Cash\nEven when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.\n\nFor the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.\nSource:alphaspread.com/estimates by author\nBased on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.\nSource: alphaspread.com/estimates by author\nInvestors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?\nSource:Discount rate history for Nvidia\nYou can see the result here: The Nvidia share would then be overvalued by almost 75 percent.\nSource: alphaspread.com/estimates by author\nConclusion\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845061657,"gmtCreate":1636253760421,"gmtModify":1636253760578,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Nice post!","listText":"Nice post!","text":"Nice post!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845061657","repostId":"2181074782","repostType":4,"repost":{"id":"2181074782","pubTimestamp":1636246800,"share":"https://www.laohu8.com/m/news/2181074782?lang=&edition=full","pubTime":"2021-11-07 09:00","market":"us","language":"en","title":"3 Biggest Stock Market Predictions for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2181074782","media":"Motley Fool","summary":"Guessing what the market will do at any given time isn't easy, but there are indicators out there if you know what to look for.","content":"<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.</p>\n<p>With all that in mind, here are three predictions about November markets.</p>\n<h2>1. The market opportunity in EVs and self-driving technology will climb higher</h2>\n<p>It's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like <b>Tesla</b> are an obvious example. But also <b>Chargepoint Holdings, </b>which is building out the largest EV charging network in the world, and my favorite turnaround play, <b>BlackBerry, </b>with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.</p>\n<p>Supply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.</p>\n<p>But delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.</p>\n<p>Take <b>Ford</b> (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.</p>\n<p>During the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.</p>\n<h2>2. The metaverse will see big gains virtually and market-wise</h2>\n<p>Running parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a></b> (NYSEMKT:META).</p>\n<p>Our kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as <i>Fortnite</i>, <i>Minecraft</i>, and <i>Flight Sim</i>, where players create virtual worlds, interacting with each other in these metaverse creations.</p>\n<p><b>Microsoft</b> announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.</p>\n<p>For long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.</p>\n<p>Investors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.</p>\n<p>Its top 10 holdings are an impressive list: <b>Nvidia</b>, Microsoft, <b>Roblox</b>, Meta Platforms, <b>Unity Software</b>, <b>Immersion Corp.</b>, <b>Autodesk</b>, <b>Sea Limited</b>, <b>Amazon</b>, and <b>Tencent Holdings</b>.</p>\n<p>I wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.</p>\n<h2>3. Apple is still fresh and its stock will top 52-week highs</h2>\n<p>The intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: <b>Apple </b>(NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.</p>\n<p>The future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.</p>\n<p>When Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.</p>\n<p>The company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.</p>\n<p>My November prediction is that Apple stock will top its 52-week high of $157.26 a share.</p>\n<h2>Seeing the forest through the trees</h2>\n<p>October was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The<b> S&P 500</b> average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Biggest Stock Market Predictions for November</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 Biggest Stock Market Predictions for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 09:00 GMT+8 <a href=https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181074782","content_text":"November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.\nTwo markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.\nWith all that in mind, here are three predictions about November markets.\n1. The market opportunity in EVs and self-driving technology will climb higher\nIt's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like Tesla are an obvious example. But also Chargepoint Holdings, which is building out the largest EV charging network in the world, and my favorite turnaround play, BlackBerry, with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.\nSupply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.\nBut delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.\nTake Ford (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.\nDuring the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.\n2. The metaverse will see big gains virtually and market-wise\nRunning parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the Roundhill Ball Metaverse ETF (NYSEMKT:META).\nOur kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as Fortnite, Minecraft, and Flight Sim, where players create virtual worlds, interacting with each other in these metaverse creations.\nMicrosoft announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by Meta Platforms (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.\nFor long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.\nInvestors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.\nIts top 10 holdings are an impressive list: Nvidia, Microsoft, Roblox, Meta Platforms, Unity Software, Immersion Corp., Autodesk, Sea Limited, Amazon, and Tencent Holdings.\nI wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.\n3. Apple is still fresh and its stock will top 52-week highs\nThe intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: Apple (NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.\nThe future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.\nWhen Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But one thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.\nThe company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.\nMy November prediction is that Apple stock will top its 52-week high of $157.26 a share.\nSeeing the forest through the trees\nOctober was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The S&P 500 average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846486130,"gmtCreate":1636105119881,"gmtModify":1636105119938,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Hope travel will resume soon.","listText":"Hope travel will resume soon.","text":"Hope travel will resume soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846486130","repostId":"1153941728","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843552914,"gmtCreate":1635844191457,"gmtModify":1635844234825,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843552914","repostId":"1186935118","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855314836,"gmtCreate":1635336093661,"gmtModify":1635336093661,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Boring is Gold’","listText":"Boring is Gold’","text":"Boring is Gold’","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855314836","repostId":"2178408679","repostType":4,"repost":{"id":"2178408679","pubTimestamp":1635248021,"share":"https://www.laohu8.com/m/news/2178408679?lang=&edition=full","pubTime":"2021-10-26 19:33","market":"us","language":"en","title":"These 10 Stocks Make Up 87% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2178408679","media":"Motley Fool","summary":"Diversification isn't a necessity if you know what you're doing, according to Buffett.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.</li>\n <li>Despite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.</li>\n</ul>\n<p>When it comes to investing success, <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.</p>\n<p>Interestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/533403f3176e26f5f4da7e08dd122471\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>BERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.</span></p>\n<h2>1. Apple: $134.9 billion</h2>\n<p>Innovation kingpin <b>Apple</b> (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.</p>\n<p>Buffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9921669d6e72984233e143b35e65df21\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>2. Bank of America: $49.1 billion</h2>\n<p>There isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in <b>Bank of America</b> (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.</p>\n<p>Bank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).</p>\n<p>Also, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7f6a702501b8ac4441d5357965f786\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: AMERICAN EXPRESS.</span></p>\n<h2>3. American Express: $28.4 billion</h2>\n<p>A big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender <b>American Express </b>(NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.</p>\n<p>AmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.</p>\n<p>Further, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f64dcdff17a24b8a4e277db734557537\" tg-width=\"2000\" tg-height=\"1334\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: COCA-COLA.</span></p>\n<h2>4. Coca-Cola: $21.8 billion</h2>\n<p>Beverage giant <b>Coca-Cola</b> (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.</p>\n<p>While Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.</p>\n<p>Coke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56aaf3a83c0f4feecb7dc3e505a5298c\" tg-width=\"2000\" tg-height=\"1338\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>5. Kraft Heinz: $11.8 billion</h2>\n<p>Consumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company <b>Kraft Heinz</b> (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.</p>\n<p>Although Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.</p>\n<p>If there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159f9f94399bca4160083c4b00edfb0e\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>6. Moody's: $9.4 billion</h2>\n<p>Credit ratings agency and analytics company <b>Moody's</b> (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from <b>Dun & Bradstreet</b> in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).</p>\n<p>In recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.</p>\n<p>Meanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11fba9965f7be6784fbbeabc01181fb3\" tg-width=\"2000\" tg-height=\"1332\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: U.S. BANK.</span></p>\n<h2>7. U.S. Bancorp: $9.2 billion</h2>\n<p>Have I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank <b>U.S. Bancorp</b> (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.</p>\n<p>What's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019. Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.</p>\n<p>U.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38c1453d695e1c76cb6d457fd617a96\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>8. BYD Corp.: $8.6 billion</h2>\n<p>Something you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY). Today that investment is worth around $8.6 billion.</p>\n<p>EVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.</p>\n<p>In the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fe938d5ce6d8662de9a7f51aec083f\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>9. Verizon Communications: $8.4 billion</h2>\n<p>The newest big investment from Warren Buffett is telecom stock <b>Verizon</b> (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.</p>\n<p>On one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.</p>\n<p>On the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b509a39788add5661cdd65e95d5cc808\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>10. Bank of New York Mellon: $4.4 billion</h2>\n<p><b>Bank of New York Mellon</b> (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.</p>\n<p>The likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.</p>\n<p>However, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Stocks Make Up 87% of Warren Buffett's Portfolio</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Stocks Make Up 87% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 19:33 GMT+8 <a href=https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","BAC":"美国银行","AXP":"美国运通","MCO":"穆迪","AAPL":"苹果","BRK.A":"伯克希尔","USB":"美国合众银行","BRK.B":"伯克希尔B","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178408679","content_text":"Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.\n\nWhen it comes to investing success, Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.\nInterestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.\nBERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.\n1. Apple: $134.9 billion\nInnovation kingpin Apple (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.\nBuffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.\nIMAGE SOURCE: GETTY IMAGES.\n2. Bank of America: $49.1 billion\nThere isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in Bank of America (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.\nBank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).\nAlso, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.\nIMAGE SOURCE: AMERICAN EXPRESS.\n3. American Express: $28.4 billion\nA big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender American Express (NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.\nAmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.\nFurther, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.\nIMAGE SOURCE: COCA-COLA.\n4. Coca-Cola: $21.8 billion\nBeverage giant Coca-Cola (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.\nWhile Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.\nCoke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.\nIMAGE SOURCE: GETTY IMAGES.\n5. Kraft Heinz: $11.8 billion\nConsumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company Kraft Heinz (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.\nAlthough Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.\nIf there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.\nIMAGE SOURCE: GETTY IMAGES.\n6. Moody's: $9.4 billion\nCredit ratings agency and analytics company Moody's (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from Dun & Bradstreet in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).\nIn recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.\nMeanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.\nIMAGE SOURCE: U.S. BANK.\n7. U.S. Bancorp: $9.2 billion\nHave I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank U.S. Bancorp (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.\nWhat's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019. Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.\nU.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.\nIMAGE SOURCE: GETTY IMAGES.\n8. BYD Corp.: $8.6 billion\nSomething you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer BYD (OTC:BYDDY). Today that investment is worth around $8.6 billion.\nEVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.\nIn the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.\nIMAGE SOURCE: GETTY IMAGES.\n9. Verizon Communications: $8.4 billion\nThe newest big investment from Warren Buffett is telecom stock Verizon (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.\nOn one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.\nOn the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.\nIMAGE SOURCE: GETTY IMAGES.\n10. Bank of New York Mellon: $4.4 billion\nBank of New York Mellon (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.\nThe likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.\nHowever, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852007385,"gmtCreate":1635219534996,"gmtModify":1635219535150,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Rally on!","listText":"Rally on!","text":"Rally on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852007385","repostId":"1182426097","repostType":4,"repost":{"id":"1182426097","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":1635202960,"share":"https://www.laohu8.com/m/news/1182426097?lang=&edition=full","pubTime":"2021-10-26 07:02","market":"us","language":"en","title":"Dow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1182426097","media":"Reuters","summary":"NEW YORK - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.While the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.Tesla Inc jumped 12.66% to its own new high of $1,045.02 and breached ","content":"<p>NEW YORK (Reuters) - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.</p>\n<p>While the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.</p>\n<p>Tesla Inc jumped 12.66% to its own new high of $1,045.02 and breached $1 trillion in market capitalization, after car rental firm Hertz placed an order for 100,000 Tesla cars, while Morgan Stanley raised its price target on the stock to $1,200 from $900 per share.</p>\n<p>“Tesla, there is a lot of the chatter out there today and Hertz placing a big order has created some excitement,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p>\n<p>Tesla, which has risen in nine of the past ten sessions and is up more than 28% for the month, provided the biggest boost to the S&P 500 and the Nasdaq. Also helping to lift the two indexes was PayPal Inc, which gained 2.70% after the payments company scrapped plans to buy the digital pinboard site Pinterest Inc for as much as $45 billion. Shares of Pinterest slumped 12.71%.</p>\n<p>The Dow Jones Industrial Average rose 64.13 points, or 0.18%, to 35,741.15, the S&P 500 gained 21.58 points, or 0.47%, to 4,566.48 and the Nasdaq Composite added 136.51 points, or 0.9%, to 15,226.71.</p>\n<p>U.S. President Joe Biden on Monday held out hope for an agreement on his major spending plans before attending a climate summit in Scotland, while the White House said Democratic negotiators were closing in on a deal.</p>\n<p>The majority of the 11 major S&P sectors advanced, with energy and consumer discretionary shares the best performing, as energy names received a boost from another rise in oil prices to multiyear highs on tight supply.</p>\n<p>Shares of Facebook Inc were up 1.26% ahead of its quarterly results. Investor fears that like Snap Inc, the social media giant’s ad revenue could face the brunt of Apple Inc’s privacy changes appeared warranted as the social media company warned the rules would weigh on its digital business in the fourth quarter when it reported results after the closing bell. Its shares rose more than 1% in extended trade in choppy trading.</p>\n<p>Other mega-cap names scheduled to report this week include Apple, Microsoft Corp and Google parent Alphabet Inc.</p>\n<p>This week, 165 components of the S&P 500 are expected to post quarterly results, according to Refinitiv data. Analysts expect earnings at S&P 500 companies to grow 34.8% year-on-year for the third quarter.</p>\n<p>Investors are also assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures to sustain growth. Of the 119 companies in the S&P 500 that have reported earnings through Monday morning, 83.2% have topped analysts’ expectations.</p>\n<p>“We are obviously in the heart of earnings season here, and that is a lot of what is going on and earnings are coming in better than expected and there was real fear we would see some bad earnings reports because of supply-chain issues and reduced outlooks, again because of supply-chain issues. So far, so good,” said Ghriskey.</p>\n<p>Shares of Kimberley-Clark declined 2.20% after the Huggies diaper maker cut its 2021 profit outlook due to higher input cost inflation.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 78 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 161 new highs and 87 new lows.</p>\n<p>Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.41 billion average for the full session over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation\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\">2021-10-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK (Reuters) - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.</p>\n<p>While the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.</p>\n<p>Tesla Inc jumped 12.66% to its own new high of $1,045.02 and breached $1 trillion in market capitalization, after car rental firm Hertz placed an order for 100,000 Tesla cars, while Morgan Stanley raised its price target on the stock to $1,200 from $900 per share.</p>\n<p>“Tesla, there is a lot of the chatter out there today and Hertz placing a big order has created some excitement,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p>\n<p>Tesla, which has risen in nine of the past ten sessions and is up more than 28% for the month, provided the biggest boost to the S&P 500 and the Nasdaq. Also helping to lift the two indexes was PayPal Inc, which gained 2.70% after the payments company scrapped plans to buy the digital pinboard site Pinterest Inc for as much as $45 billion. Shares of Pinterest slumped 12.71%.</p>\n<p>The Dow Jones Industrial Average rose 64.13 points, or 0.18%, to 35,741.15, the S&P 500 gained 21.58 points, or 0.47%, to 4,566.48 and the Nasdaq Composite added 136.51 points, or 0.9%, to 15,226.71.</p>\n<p>U.S. President Joe Biden on Monday held out hope for an agreement on his major spending plans before attending a climate summit in Scotland, while the White House said Democratic negotiators were closing in on a deal.</p>\n<p>The majority of the 11 major S&P sectors advanced, with energy and consumer discretionary shares the best performing, as energy names received a boost from another rise in oil prices to multiyear highs on tight supply.</p>\n<p>Shares of Facebook Inc were up 1.26% ahead of its quarterly results. Investor fears that like Snap Inc, the social media giant’s ad revenue could face the brunt of Apple Inc’s privacy changes appeared warranted as the social media company warned the rules would weigh on its digital business in the fourth quarter when it reported results after the closing bell. Its shares rose more than 1% in extended trade in choppy trading.</p>\n<p>Other mega-cap names scheduled to report this week include Apple, Microsoft Corp and Google parent Alphabet Inc.</p>\n<p>This week, 165 components of the S&P 500 are expected to post quarterly results, according to Refinitiv data. Analysts expect earnings at S&P 500 companies to grow 34.8% year-on-year for the third quarter.</p>\n<p>Investors are also assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures to sustain growth. Of the 119 companies in the S&P 500 that have reported earnings through Monday morning, 83.2% have topped analysts’ expectations.</p>\n<p>“We are obviously in the heart of earnings season here, and that is a lot of what is going on and earnings are coming in better than expected and there was real fear we would see some bad earnings reports because of supply-chain issues and reduced outlooks, again because of supply-chain issues. So far, so good,” said Ghriskey.</p>\n<p>Shares of Kimberley-Clark declined 2.20% after the Huggies diaper maker cut its 2021 profit outlook due to higher input cost inflation.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 78 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 161 new highs and 87 new lows.</p>\n<p>Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.41 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182426097","content_text":"NEW YORK (Reuters) - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.\nWhile the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.\nTesla Inc jumped 12.66% to its own new high of $1,045.02 and breached $1 trillion in market capitalization, after car rental firm Hertz placed an order for 100,000 Tesla cars, while Morgan Stanley raised its price target on the stock to $1,200 from $900 per share.\n“Tesla, there is a lot of the chatter out there today and Hertz placing a big order has created some excitement,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.\nTesla, which has risen in nine of the past ten sessions and is up more than 28% for the month, provided the biggest boost to the S&P 500 and the Nasdaq. Also helping to lift the two indexes was PayPal Inc, which gained 2.70% after the payments company scrapped plans to buy the digital pinboard site Pinterest Inc for as much as $45 billion. Shares of Pinterest slumped 12.71%.\nThe Dow Jones Industrial Average rose 64.13 points, or 0.18%, to 35,741.15, the S&P 500 gained 21.58 points, or 0.47%, to 4,566.48 and the Nasdaq Composite added 136.51 points, or 0.9%, to 15,226.71.\nU.S. President Joe Biden on Monday held out hope for an agreement on his major spending plans before attending a climate summit in Scotland, while the White House said Democratic negotiators were closing in on a deal.\nThe majority of the 11 major S&P sectors advanced, with energy and consumer discretionary shares the best performing, as energy names received a boost from another rise in oil prices to multiyear highs on tight supply.\nShares of Facebook Inc were up 1.26% ahead of its quarterly results. Investor fears that like Snap Inc, the social media giant’s ad revenue could face the brunt of Apple Inc’s privacy changes appeared warranted as the social media company warned the rules would weigh on its digital business in the fourth quarter when it reported results after the closing bell. Its shares rose more than 1% in extended trade in choppy trading.\nOther mega-cap names scheduled to report this week include Apple, Microsoft Corp and Google parent Alphabet Inc.\nThis week, 165 components of the S&P 500 are expected to post quarterly results, according to Refinitiv data. Analysts expect earnings at S&P 500 companies to grow 34.8% year-on-year for the third quarter.\nInvestors are also assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures to sustain growth. Of the 119 companies in the S&P 500 that have reported earnings through Monday morning, 83.2% have topped analysts’ expectations.\n“We are obviously in the heart of earnings season here, and that is a lot of what is going on and earnings are coming in better than expected and there was real fear we would see some bad earnings reports because of supply-chain issues and reduced outlooks, again because of supply-chain issues. So far, so good,” said Ghriskey.\nShares of Kimberley-Clark declined 2.20% after the Huggies diaper maker cut its 2021 profit outlook due to higher input cost inflation.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored advancers.\nThe S&P 500 posted 78 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 161 new highs and 87 new lows.\nVolume on U.S. exchanges was 10.89 billion shares, compared with the 10.41 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858726928,"gmtCreate":1635124325591,"gmtModify":1635124326251,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Come on AAPL 😘","listText":"Come on AAPL 😘","text":"Come on AAPL 😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858726928","repostId":"2178808449","repostType":4,"repost":{"id":"2178808449","pubTimestamp":1635115262,"share":"https://www.laohu8.com/m/news/2178808449?lang=&edition=full","pubTime":"2021-10-25 06:41","market":"us","language":"en","title":"Big Tech companies report earnings: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2178808449","media":"Yahoo Finance","summary":"Investors' focus this week will be on earnings results, with some of the most heavily weighted compa","content":"<p>Investors' focus this week will be on earnings results, with some of the most heavily weighted companies in the S&P 500 poised to deliver their quarterly reports.</p>\n<p><img src=\"https://static.tigerbbs.com/8ca1969b994c415ca75fa816ed5d1daa\" tg-width=\"1878\" tg-height=\"2014\" width=\"100%\" height=\"auto\"></p>\n<p>Over the past couple of weeks, most of the companies that posted earnings results topped Wall Street's estimates, despite widespread concerns over the impact of supply chain challenges to corporate profits. These better-than-feared results helped power both the S&P 500 and Dow to fresh record highs in the past week.</p>\n<p>As of Friday, about 23% of S&P 500 companies had reported actual results for the third quarter. Of these, 84% topped Wall Street's expectations for earnings per share (EPS), according to data from FactSet. And the estimated earnings growth rate for the S&P 500 stood at 32.7%, based on actual results and expectations for companies still yet to report. If maintained through the end of third-quarter earnings season, that would mark the third-highest earnings growth rate posted for the index since 2010.</p>\n<p>Given the string of stronger-than-expected results posted so far, this week's docket of reports has a heightened bar to clear.</p>\n<p>And that's especially set to be the case for the Big Tech companies, including <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB), Apple (AAPL), Amazon (AMZN) and Alphabet (GOOGL). Most of these far outperformed the market last year, but have seen their stock gains cool so far in 2021 amid concerns over rising interest rates, chip shortages, and slowing growth after a surge in online media usage and demand for software during the height of the pandemic.</p>\n<p>Despite the near-term challenges, however, some strategists have struck an upbeat tone on the technology sector as a whole.</p>\n<p>\"While the chip shortage will be a major conversation piece for tech investors during tech earnings season and clearly be an overhang, we believe the Street will instead look through any near-term disruption and focus on the underlying healthy demand drivers into 2022 which look robust,\" said Wedbush analyst Dan Ives in a note last week.</p>\n<p>A number of the closely watched technology companies that reported last week posted results that disappointed investors or highlighted the lingering impact of these myriad concerns. Snap (SNAP), the parent company of the disappearing photo-sharing platform app Snapchat, offered a current-quarter forecast that fell short of expectations, with supply chain challenges for its advertiser customer base and privacy-related changes to Apple's iOS operating system weighing on sales and profits.</p>\n<p>The weak guidance sent Snap's stock down by 27% on Friday for its biggest single-day drop on record, and dragged down shares of other ad-driven companies including Facebook, Pinterest (PINS), <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) and Alphabet.</p>\n<p>In July, Facebook had already flagged an early impact from Apple's iOS privacy update, which allows users to better control how apps track them. Facebook Chief Financial Officer Dave Wehner said during the company's second-quarter earnings call that the company expected \"increased ad targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates\" and expected these \"to have a more significant impact in the third quarter compared to the second.\"</p>\n<p>Still, the social media juggernaut's top-line growth is expected to climb by another 37% in the third quarter of last year to reach a fresh quarterly record of $29.45 billion. Still, this pace of growth would mark a step down from the second quarter's 56% year-on-year growth rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8eabca01b374d68a08a259419cd3c55\" tg-width=\"5327\" tg-height=\"3596\" referrerpolicy=\"no-referrer\"><span>An illustration picture taken in London on December 18, 2020 shows the logos of Google, Apple, Facebook, Amazon and Microsoft displayed on a mobile phone and a laptop screen. - (Photo by JUSTIN TALLIS / AFP) (Photo by JUSTIN TALLIS/AFP via Getty Images)JUSTIN TALLIS via Getty Images</span></p>\n<p>For peer ad-driven company Alphabet, a pickup in travel among consumers may help fuel the company's core Google Search business even in the face of other ad-industry headwinds. Both Snap and American Express (AXP) last week highlighted a pickup they were witnessing in consumer travel behavior and out-of-the-home spending in their third-quarter earnings releases and calls.</p>\n<p>\"Lost in the noise, SNAP also highlighted opportunity driven by travel budgets returning, which is a positive read through to GOOGL’s general search business,\" Daniel Salmon, BMO Capital Markets internet and media analyst, wrote in a note on Friday.</p>\n<p>Ongoing semiconductor shortages and supply-related issues also dealt a blow to other tech companies. Tesla (TSLA) said in its earnings report last week that, \"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed.\"</p>\n<p>And reports earlier this month from Bloomberg suggested Apple was likely to cut its iPhone 13 production targets by as many as 10 million units amid chip shortages. The company, however, is still expected to post still-solid revenue growth of 21%, bringing sales to $84.67 billion as consumer demand for the latest smartphones remained resilient, especially in the U.S. and China.</p>\n<p>Rounding out this tech-heavy earnings week will be Amazon (AMZN), which posts quarterly results alongside Apple on Thursday after market close. The company has lagged the market since last reporting earnings in late July, falling 7.3% since July 29 versus a 2.9% gain in the S&P 500.</p>\n<p>Investors have been especially cautious on Amazon given widespread supply chain constraints, rising labor costs and fears that e-commerce sales and Amazon Web Services growth could slow after a pandemic-induced surge. Amazon shares had climbed by 76% in 2020, and the stock was the second-best FAANG performer after Apple that year.</p>\n<p>\"Concerns across top line, bottom line, and broader macro have collectively driven cautious sentiment into year-end,\" wrote JPMorgan analyst Doug Anmuth in a note last Thursday. \"However, we believe there is still significant secular shift toward e-commerce ahead and Amazon has a very strong track record around investing into future growth opportunities.\"</p>\n<p>\"Macro issues related to supply chain, port congestion, and inventory are well-documented and have intensified into the holiday season, driving concerns that delays could impact timing of AMZN receiving 1P/3P [first-party and third-party seller] inventory and certain items could remain out-of-stock,\" he added. \"Overall, we believe AMZN embedded some degree of disruption into the 3Q guide and we believe AMZN scaled inventory in anticipation of greater 2H demand.\"</p>\n<p>In late July, Amazon said it expected third-quarter net sales to total $106 billion to $112 billion, missing consensus expectations at the time. Wall Street analysts now expected to see Amazon post third-quarter sales of $111.8 billion, representing year-over-year growth of 16%, or its slowest since early 2015.</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Chicago Fed National Activity Index, September (0.2 expected, 0.29 in August); Dallas Fed Manufacturing Activity Index, October (6.2 expected, 4.6 in September)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, August (1.5% expected, 1.4% in July); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite, month-over-month, August (1.44% expected, 1.55% in July); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, August (20.00% expected, 19.95% in July); New Home Sales, month-over-month, September (756,000 expected, 740,000 in August); Conference Board Consumer Confidence, October (108.5 expected, 109.2 in September)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended Oct. 22 (-6.3% during prior week); Advance Goods Trade Balance, September (-$88.3 billion expected, -$87.6 billion in August); Wholesale Inventories, month-over-month, September preliminary (1.0% expected, 1.2% in August); Durable Goods Orders, September preliminary (-1.0% expected, 1.8% in August); Durable Goods Orders, excluding transportation, September preliminary (0.4% expected, 0.3% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.6% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.8% in August)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Oct. 23 (292,000 expected, 290,000 during prior week); Continuing claims, week ended Oct. 16 (2.420 million expected, 2.481 million during prior week); GDP annualized, quarter-over-quarter, Q3 first estimate annualized (2.7% expected, 6.7% in Q2); Personal consumption, Q3 first estimate (0.7% expected, 12.0% in Q2); Core personal consumption expenditures, quarter-over-quarter, Q3 first estimate (4.4% expected, 6.1% in Q2); Pending home sales, September (0.6% expected, 8.1% in August); Kansas City Fed Manufacturing Activity Index, October (19 expected, 22 in September)</p></li>\n <li><p><b>Friday: </b>Personal income, September (-0.2% expected, 0.2% in August); Personal spending, September (0.6% expected, 0.8% in August); Personal Consumption Expenditures Core Deflator, month-over-moth, September (0.2% expected, 0.3% in August); Personal Consumption Expenditures, Core Deflator, year-over-year, September (3.7% expected, 3.6% in August): MNI Chicago PMI, October (64.0 expected, 64.7 in September); University of Michigan Sentiment, October final (71.4 expected, 71.4 in September)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Kimberly-Clark Corp. (KMB), <a href=\"https://laohu8.com/S/OTIS\">Otis Worldwide Corp</a>. (OTIS) before market open; <span style=\"color:rgba(248,12,12,1);\">Facebook (FB)</span> after market close</p></li>\n <li><p><b>Tuesday: </b>Centene (CNC), UPS (UPS), <a href=\"https://laohu8.com/S/MMM\">3M</a> (MMM), General Electric (GE), Waste Management (WM), Eli Lilly (LLY), Hasbro (HAS), Raytheon Technologies (RTX), Invesco (IVZ), The Sherwin-Williams Co. (SHW), Lockheed Martin (LMT), S&P Global (SPGI) before market open; $Capital One Financial Corp(COF-N)$. (COF), Twitter (TWTR), Juniper Networks (JNPR), <span style=\"color:rgba(251,12,12,1);\"><a href=\"https://laohu8.com/S/V\">Visa</a> (V)</span>, <span style=\"color:rgba(248,12,12,1);\">Advanced Micro Devices (<a href=\"https://laohu8.com/S/AMD\">AMD</a>)</span>, <span style=\"color:rgba(241,26,26,1);\">Microsoft (MSFT)</span>, Texas Instruments (TXN), <span style=\"color:rgba(241,21,21,1);\">Alphabet (GOOGL)</span> after market close</p></li>\n <li><p><b>Wednesday: </b>CME Group (CME), McDonald's (MCD), Hilton Worldwide Holdings (HLT), Bristol-Myers Squibb (BMY), <span style=\"color:rgba(241,21,21,1);\">Boeing (BA)</span>, The Coca-Cola Company (KO), Kraft Heinz (KHC), <span style=\"color:rgba(237,28,28,1);\">General Motors (GM)</span> before market open; Ford (F), Xilinx (XLNX), O'Reilly Automotive (ORLY), United Rentals (URI), Align Technology (ALGN), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) after market close</p></li>\n <li><p><b>Thursday:</b> Merck (MRK), Caterpillar (CAT), Yum! Brands (YUM), Comcast (CMCSA), Moody's Corp. (MCO), Nielsen Holdings (NLSN), Stanley Black & Decker (SWK), The Hershey Co. (HSY), Molson Coors Beverage Co. (TAP), Mastercard (MA), Altria Group (MO) before market open; <span style=\"color:rgba(244,28,28,1);\">Apple (AAPL)</span>, Western Digital Corp. (WDC), Starbucks (SBUX), Gilead Sciences (GILD), <span style=\"color:rgba(244,28,28,1);\">Amazon (AMZN)</span> after market close</p></li>\n <li><p><b>Friday: </b>Royal Caribbean (RCL), T Rowe Price Group (TROW), <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a> (CHTR), Chevron (CVX), AbbVie (ABBV), Exxon Mobil (XOM), Colgate-Palmolive (CL), Newell Brands (NWL) before market open</p></li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech companies report earnings: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech companies report earnings: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 06:41 GMT+8 <a href=https://finance.yahoo.com/news/big-tech-companies-report-earnings-what-to-know-this-week-210653395.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors' focus this week will be on earnings results, with some of the most heavily weighted companies in the S&P 500 poised to deliver their quarterly reports.\n\nOver the past couple of weeks, most ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-companies-report-earnings-what-to-know-this-week-210653395.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","GM":"通用汽车","GOOG":"谷歌","NFLX":"奈飞","SNAP":"Snap Inc",".DJI":"道琼斯","GOOGL":"谷歌A","SPY.AU":"SPDR® S&P 500® ETF Trust","AAPL":"苹果",".SPX":"S&P 500 Index","AMZN":"亚马逊","AMD":"美国超微公司"},"source_url":"https://finance.yahoo.com/news/big-tech-companies-report-earnings-what-to-know-this-week-210653395.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178808449","content_text":"Investors' focus this week will be on earnings results, with some of the most heavily weighted companies in the S&P 500 poised to deliver their quarterly reports.\n\nOver the past couple of weeks, most of the companies that posted earnings results topped Wall Street's estimates, despite widespread concerns over the impact of supply chain challenges to corporate profits. These better-than-feared results helped power both the S&P 500 and Dow to fresh record highs in the past week.\nAs of Friday, about 23% of S&P 500 companies had reported actual results for the third quarter. Of these, 84% topped Wall Street's expectations for earnings per share (EPS), according to data from FactSet. And the estimated earnings growth rate for the S&P 500 stood at 32.7%, based on actual results and expectations for companies still yet to report. If maintained through the end of third-quarter earnings season, that would mark the third-highest earnings growth rate posted for the index since 2010.\nGiven the string of stronger-than-expected results posted so far, this week's docket of reports has a heightened bar to clear.\nAnd that's especially set to be the case for the Big Tech companies, including Facebook (FB), Apple (AAPL), Amazon (AMZN) and Alphabet (GOOGL). Most of these far outperformed the market last year, but have seen their stock gains cool so far in 2021 amid concerns over rising interest rates, chip shortages, and slowing growth after a surge in online media usage and demand for software during the height of the pandemic.\nDespite the near-term challenges, however, some strategists have struck an upbeat tone on the technology sector as a whole.\n\"While the chip shortage will be a major conversation piece for tech investors during tech earnings season and clearly be an overhang, we believe the Street will instead look through any near-term disruption and focus on the underlying healthy demand drivers into 2022 which look robust,\" said Wedbush analyst Dan Ives in a note last week.\nA number of the closely watched technology companies that reported last week posted results that disappointed investors or highlighted the lingering impact of these myriad concerns. Snap (SNAP), the parent company of the disappearing photo-sharing platform app Snapchat, offered a current-quarter forecast that fell short of expectations, with supply chain challenges for its advertiser customer base and privacy-related changes to Apple's iOS operating system weighing on sales and profits.\nThe weak guidance sent Snap's stock down by 27% on Friday for its biggest single-day drop on record, and dragged down shares of other ad-driven companies including Facebook, Pinterest (PINS), Twitter (TWTR) and Alphabet.\nIn July, Facebook had already flagged an early impact from Apple's iOS privacy update, which allows users to better control how apps track them. Facebook Chief Financial Officer Dave Wehner said during the company's second-quarter earnings call that the company expected \"increased ad targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates\" and expected these \"to have a more significant impact in the third quarter compared to the second.\"\nStill, the social media juggernaut's top-line growth is expected to climb by another 37% in the third quarter of last year to reach a fresh quarterly record of $29.45 billion. Still, this pace of growth would mark a step down from the second quarter's 56% year-on-year growth rate.\nAn illustration picture taken in London on December 18, 2020 shows the logos of Google, Apple, Facebook, Amazon and Microsoft displayed on a mobile phone and a laptop screen. - (Photo by JUSTIN TALLIS / AFP) (Photo by JUSTIN TALLIS/AFP via Getty Images)JUSTIN TALLIS via Getty Images\nFor peer ad-driven company Alphabet, a pickup in travel among consumers may help fuel the company's core Google Search business even in the face of other ad-industry headwinds. Both Snap and American Express (AXP) last week highlighted a pickup they were witnessing in consumer travel behavior and out-of-the-home spending in their third-quarter earnings releases and calls.\n\"Lost in the noise, SNAP also highlighted opportunity driven by travel budgets returning, which is a positive read through to GOOGL’s general search business,\" Daniel Salmon, BMO Capital Markets internet and media analyst, wrote in a note on Friday.\nOngoing semiconductor shortages and supply-related issues also dealt a blow to other tech companies. Tesla (TSLA) said in its earnings report last week that, \"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed.\"\nAnd reports earlier this month from Bloomberg suggested Apple was likely to cut its iPhone 13 production targets by as many as 10 million units amid chip shortages. The company, however, is still expected to post still-solid revenue growth of 21%, bringing sales to $84.67 billion as consumer demand for the latest smartphones remained resilient, especially in the U.S. and China.\nRounding out this tech-heavy earnings week will be Amazon (AMZN), which posts quarterly results alongside Apple on Thursday after market close. The company has lagged the market since last reporting earnings in late July, falling 7.3% since July 29 versus a 2.9% gain in the S&P 500.\nInvestors have been especially cautious on Amazon given widespread supply chain constraints, rising labor costs and fears that e-commerce sales and Amazon Web Services growth could slow after a pandemic-induced surge. Amazon shares had climbed by 76% in 2020, and the stock was the second-best FAANG performer after Apple that year.\n\"Concerns across top line, bottom line, and broader macro have collectively driven cautious sentiment into year-end,\" wrote JPMorgan analyst Doug Anmuth in a note last Thursday. \"However, we believe there is still significant secular shift toward e-commerce ahead and Amazon has a very strong track record around investing into future growth opportunities.\"\n\"Macro issues related to supply chain, port congestion, and inventory are well-documented and have intensified into the holiday season, driving concerns that delays could impact timing of AMZN receiving 1P/3P [first-party and third-party seller] inventory and certain items could remain out-of-stock,\" he added. \"Overall, we believe AMZN embedded some degree of disruption into the 3Q guide and we believe AMZN scaled inventory in anticipation of greater 2H demand.\"\nIn late July, Amazon said it expected third-quarter net sales to total $106 billion to $112 billion, missing consensus expectations at the time. Wall Street analysts now expected to see Amazon post third-quarter sales of $111.8 billion, representing year-over-year growth of 16%, or its slowest since early 2015.\nEconomic calendar\n\nMonday: Chicago Fed National Activity Index, September (0.2 expected, 0.29 in August); Dallas Fed Manufacturing Activity Index, October (6.2 expected, 4.6 in September)\nTuesday: FHFA House Price Index, month-over-month, August (1.5% expected, 1.4% in July); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, August (1.44% expected, 1.55% in July); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, August (20.00% expected, 19.95% in July); New Home Sales, month-over-month, September (756,000 expected, 740,000 in August); Conference Board Consumer Confidence, October (108.5 expected, 109.2 in September)\nWednesday: MBA Mortgage Applications, week ended Oct. 22 (-6.3% during prior week); Advance Goods Trade Balance, September (-$88.3 billion expected, -$87.6 billion in August); Wholesale Inventories, month-over-month, September preliminary (1.0% expected, 1.2% in August); Durable Goods Orders, September preliminary (-1.0% expected, 1.8% in August); Durable Goods Orders, excluding transportation, September preliminary (0.4% expected, 0.3% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.6% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.8% in August)\nThursday: Initial jobless claims, week ended Oct. 23 (292,000 expected, 290,000 during prior week); Continuing claims, week ended Oct. 16 (2.420 million expected, 2.481 million during prior week); GDP annualized, quarter-over-quarter, Q3 first estimate annualized (2.7% expected, 6.7% in Q2); Personal consumption, Q3 first estimate (0.7% expected, 12.0% in Q2); Core personal consumption expenditures, quarter-over-quarter, Q3 first estimate (4.4% expected, 6.1% in Q2); Pending home sales, September (0.6% expected, 8.1% in August); Kansas City Fed Manufacturing Activity Index, October (19 expected, 22 in September)\nFriday: Personal income, September (-0.2% expected, 0.2% in August); Personal spending, September (0.6% expected, 0.8% in August); Personal Consumption Expenditures Core Deflator, month-over-moth, September (0.2% expected, 0.3% in August); Personal Consumption Expenditures, Core Deflator, year-over-year, September (3.7% expected, 3.6% in August): MNI Chicago PMI, October (64.0 expected, 64.7 in September); University of Michigan Sentiment, October final (71.4 expected, 71.4 in September)\n\nEarnings calendar\n\nMonday: Kimberly-Clark Corp. (KMB), Otis Worldwide Corp. (OTIS) before market open; Facebook (FB) after market close\nTuesday: Centene (CNC), UPS (UPS), 3M (MMM), General Electric (GE), Waste Management (WM), Eli Lilly (LLY), Hasbro (HAS), Raytheon Technologies (RTX), Invesco (IVZ), The Sherwin-Williams Co. (SHW), Lockheed Martin (LMT), S&P Global (SPGI) before market open; $Capital One Financial Corp(COF-N)$. (COF), Twitter (TWTR), Juniper Networks (JNPR), Visa (V), Advanced Micro Devices (AMD), Microsoft (MSFT), Texas Instruments (TXN), Alphabet (GOOGL) after market close\nWednesday: CME Group (CME), McDonald's (MCD), Hilton Worldwide Holdings (HLT), Bristol-Myers Squibb (BMY), Boeing (BA), The Coca-Cola Company (KO), Kraft Heinz (KHC), General Motors (GM) before market open; Ford (F), Xilinx (XLNX), O'Reilly Automotive (ORLY), United Rentals (URI), Align Technology (ALGN), eBay (EBAY), ServiceNow (NOW) after market close\nThursday: Merck (MRK), Caterpillar (CAT), Yum! Brands (YUM), Comcast (CMCSA), Moody's Corp. (MCO), Nielsen Holdings (NLSN), Stanley Black & Decker (SWK), The Hershey Co. (HSY), Molson Coors Beverage Co. (TAP), Mastercard (MA), Altria Group (MO) before market open; Apple (AAPL), Western Digital Corp. (WDC), Starbucks (SBUX), Gilead Sciences (GILD), Amazon (AMZN) after market close\nFriday: Royal Caribbean (RCL), T Rowe Price Group (TROW), Charter Communications (CHTR), Chevron (CVX), AbbVie (ABBV), Exxon Mobil (XOM), Colgate-Palmolive (CL), Newell Brands (NWL) before market open","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858882807,"gmtCreate":1635036202313,"gmtModify":1635036202494,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858882807","repostId":"851438567","repostType":1,"repost":{"id":851438567,"gmtCreate":1634919150327,"gmtModify":1708926202012,"author":{"id":"3545995761422355","authorId":"3545995761422355","name":"不二说价值","avatar":"https://static.tigerbbs.com/56fa489972246881ba23cfecebfd4c45","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545995761422355","authorIdStr":"3545995761422355"},"themes":[],"title":"川普的媒体(DWAC)究竟做什么,值多少钱?看完他的商业计划书后,我来假装客观的分析下!","htmlText":"\n \n \n 📢请关注我的youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会每周给1-2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a><a target=\"_blank\" href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> \n \n","listText":"📢请关注我的youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会每周给1-2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:<a href=\"https://laohu8.com/TW/140843402\" target=\"_blank\">十万刀空间站独家内容和丰富福利介绍</a><a target=\"_blank\" href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Facebook(FB)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/PHUN\">$Phunware, Inc.(PHUN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> ","text":"📢请关注我的youtube频道:不二说价值。以确保收看所有完整的节目。📢 我会每周给1-2支美港股做评分,如果您希望我对某一支股票评分,请在评论区留言或点赞别人的留言。我会优先为热度高的公司评分!✅配合视频站,我的空间站专属内容大幅增加,每月还会有独家现金福利哦!具体请看:十万刀空间站独家内容和丰富福利介绍$Digital World Acquisition Corp(DWAC)$ $Facebook(FB)$ $Phunware, Inc.(PHUN)$ $Snap Inc(SNAP)$ $Twitter(TWTR)$","images":[{"img":"https://static.tigerbbs.com/bd4b372ebaabc9ab331651966caf59ea","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851438567","isVote":1,"tweetType":2,"object":{"id":"548756c7f03e41038a8354fd725e202f","tweetId":"851438567","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/45b307928602268010842830030/v.f30.mp4","poster":"https://static.tigerbbs.com/bd4b372ebaabc9ab331651966caf59ea"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825320385,"gmtCreate":1634202876189,"gmtModify":1634202876189,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"It’s earnings week. Stay the course.","listText":"It’s earnings week. Stay the course.","text":"It’s earnings week. Stay the course.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825320385","repostId":"1111412750","repostType":4,"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828700475,"gmtCreate":1633941356781,"gmtModify":1633941356927,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Everything has a season.","listText":"Everything has a season.","text":"Everything has a season.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828700475","repostId":"1169493532","repostType":4,"repost":{"id":"1169493532","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633939680,"share":"https://www.laohu8.com/m/news/1169493532?lang=&edition=full","pubTime":"2021-10-11 16:08","market":"us","language":"en","title":"China tech stocks are making a big comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1169493532","media":"Tiger Newspress","summary":"China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba","content":"<p>China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba,Pinduoduo,JD.COM,NetEase,Baidu,Didi Global,Bilibili and Tencent music climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/2f698271f2e6b19a8f94cd621df6ff7f\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p>\n<p>Chinese technology stocks continued their rebound on Monday after Beijing slapped a smaller-than-expected fine on food delivery giant Meituan.</p>\n<p>Hong Kong’s Hang Seng Tech Index jumped as much as 3% in a third day of gains after closing at a record low on Wednesday. Meituan rose as much as 8.4%, making it the top performer on the gauge. The stock also boosted the broader Hang Seng Index, which gained as much as 2%.</p>\n<p>“The momentum continues in buying Alibaba after Munger,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China tech stocks are making a big comeback</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\">\nChina tech stocks are making a big comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-11 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba,Pinduoduo,JD.COM,NetEase,Baidu,Didi Global,Bilibili and Tencent music climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/2f698271f2e6b19a8f94cd621df6ff7f\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p>\n<p>Chinese technology stocks continued their rebound on Monday after Beijing slapped a smaller-than-expected fine on food delivery giant Meituan.</p>\n<p>Hong Kong’s Hang Seng Tech Index jumped as much as 3% in a third day of gains after closing at a record low on Wednesday. Meituan rose as much as 8.4%, making it the top performer on the gauge. The stock also boosted the broader Hang Seng Index, which gained as much as 2%.</p>\n<p>“The momentum continues in buying Alibaba after Munger,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTES":"网易","XPEV":"小鹏汽车","BIDU":"百度","NIO":"蔚来","PDD":"拼多多","JD":"京东","LI":"理想汽车","BABA":"阿里巴巴","DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169493532","content_text":"China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba,Pinduoduo,JD.COM,NetEase,Baidu,Didi Global,Bilibili and Tencent music climbed between 1% and 6%.\n\nChinese technology stocks continued their rebound on Monday after Beijing slapped a smaller-than-expected fine on food delivery giant Meituan.\nHong Kong’s Hang Seng Tech Index jumped as much as 3% in a third day of gains after closing at a record low on Wednesday. Meituan rose as much as 8.4%, making it the top performer on the gauge. The stock also boosted the broader Hang Seng Index, which gained as much as 2%.\n“The momentum continues in buying Alibaba after Munger,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823248747,"gmtCreate":1633644686836,"gmtModify":1633644686999,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"the genie wants to grant wishes (pros) but his Master controls him (cons)…","listText":"the genie wants to grant wishes (pros) but his Master controls him (cons)…","text":"the genie wants to grant wishes (pros) but his Master controls him (cons)…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823248747","repostId":"2173497159","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829246902,"gmtCreate":1633520815195,"gmtModify":1633520815330,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Anyone keeps track these ‘predictions’? ","listText":"Anyone keeps track these ‘predictions’? ","text":"Anyone keeps track these ‘predictions’?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829246902","repostId":"1140605265","repostType":4,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829288145,"gmtCreate":1633514411868,"gmtModify":1633516589748,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Past performance does not guarantee futureresults.","listText":"Past performance does not guarantee futureresults.","text":"Past performance does not guarantee futureresults.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829288145","repostId":"1103782575","repostType":4,"repost":{"id":"1103782575","pubTimestamp":1633486462,"share":"https://www.laohu8.com/m/news/1103782575?lang=&edition=full","pubTime":"2021-10-06 10:14","market":"us","language":"en","title":"Don't worry (too much) about an October market crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1103782575","media":"CNN Business","summary":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously cras","content":"<p><b>New York (CNN Business) - </b>October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.</p>\n<p>But the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.</p>\n<p>According to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.</p>\n<p>\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"</p>\n<p>And it could be better than average this October, because there are no potentially game-changing election results coming in November.</p>\n<p>Since 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.</p>\n<p>\"It turns out stocks don't like politics much,\" Detrick said.</p>\n<p><b>Many risks remain but outlook still promising for stocks</b></p>\n<p>Of course DC headlines could still roil the market this year, albeit not because of an election.</p>\n<p>The debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.</p>\n<p>\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.</p>\n<p>That said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.</p>\n<p>Stocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.</p>\n<p>With that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.</p>\n<p>Yes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.</p>\n<p>But although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.</p>\n<p>\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"</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>Don't worry (too much) about an October market crash</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\">\nDon't worry (too much) about an October market crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 10:14 GMT+8 <a href=https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103782575","content_text":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.\nAccording to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.\n\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"\nAnd it could be better than average this October, because there are no potentially game-changing election results coming in November.\nSince 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.\n\"It turns out stocks don't like politics much,\" Detrick said.\nMany risks remain but outlook still promising for stocks\nOf course DC headlines could still roil the market this year, albeit not because of an election.\nThe debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.\n\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.\nThat said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.\nStocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.\nWith that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.\nYes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.\nBut although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.\n\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":867035781,"gmtCreate":1633162330992,"gmtModify":1633162331142,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"A new month and a new beginning. Up, up and up!","listText":"A new month and a new beginning. Up, up and up!","text":"A new month and a new beginning. Up, up and up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867035781","repostId":"2172631966","repostType":4,"repost":{"id":"2172631966","pubTimestamp":1633118444,"share":"https://www.laohu8.com/m/news/2172631966?lang=&edition=full","pubTime":"2021-10-02 04:00","market":"hk","language":"en","title":"Wall Street rallies on first day of October, boosted by economic cheer","url":"https://stock-news.laohu8.com/highlight/detail?id=2172631966","media":"Reuters","summary":"Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quar","content":"<p>Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quarter in a buying mood boosted by positive economic data, progress in the battle against COVID, and Washington developments on the potential passage of an infrastructure bill.</p>\n<p>All three major U.S. stock indexes oscillated earlier in the session, but began trending higher by late afternoon, led by economically sensitive cyclicals.</p>\n<p>The rally gained momentum after the White House announced U.S. President Joe Biden was getting more involved in negotiations over the infrastructure spending bill being debated on Capitol Hill.</p>\n<p>Even so, all three indexes ended below last Friday's close, with the S&P 500 and the Nasdaq Composite posting their biggest weekly percentage drops since February.</p>\n<p>\"There was a broad based recovery today. Markets were not fixated today on new taxes or tapering,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York.</p>\n<p>\"In a shift from the past few weeks there's been no big news from Washington, so markets were forced to focus on positive economic data and a new COVID medication.\"</p>\n<p>Merck & Co Inc revealed that a recent study showed its experimental oral drug for COVID-19 cut risk of death and hospitalization by about 50%, sending its shares jumping and boosting economic reopening sentiment.</p>\n<p>While Biden signed into law a stop-gap bill to keep the government running through Dec. 3, lawmakers only succeeded in kicking the can down the road.</p>\n<p>This lack of resolution prompted rating agency Fitch to warn that the United States' 'AAA' credit rating could be at risk.</p>\n<p>\"Markets don't believe the debt will be downgraded or a debt ceiling deal won't be struck but it still adds uncertainty which is always a problem for the markets,\" Carter added.</p>\n<p>A host of economic data released on Friday showed increased consumer spending, accelerated factory activity and elevated inflation growth, which could help nudge the U.S. Federal Reserve toward shortening its timeline for tightening its accommodative monetary policy.</p>\n<p>Philadelphia Fed President Patrick Harker repeated his view expressed in a speech on Wednesday that he believes the central bank should begin tapering its asset purchases \"soon,\" but reiterated that he did not expect it to hike key interest rates until late next year or early 2023.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 488.73 points, or 1.44%, to 34,332.65, the S&P 500 gained 49.88 points, or 1.16%, to 4,357.42 and the Nasdaq Composite added 108.76 points, or 0.75%, to 14,557.34.</p>\n<p>All 11 major sectors in the S&P 500 ended higher, with healthcare stocks in the back of the pack.</p>\n<p>The sector's gains were capped by a drop in shares of COVID vaccine maker Moderna Inc in the wake of the Merck news.</p>\n<p>Economic optimism prompted value stocks to outperform growth, and transports and smallcaps to fare better than the broader market. (Reporting by Stephen Culp; Editing by Richard Chang)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street rallies on first day of October, boosted by economic cheer</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\">\nWall Street rallies on first day of October, boosted by economic cheer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-02 04:00 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-wall-street-rallies-200044702.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quarter in a buying mood boosted by positive economic data, progress in the battle against COVID, and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-200044702.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","OEX":"标普100","MRK":"默沙东","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","SH":"标普500反向ETF","COMP":"Compass, Inc.",".IXIC":"NASDAQ Composite","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-200044702.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2172631966","content_text":"Oct 1 (Reuters) - Wall Street stocks surged to a higher close on Friday, kicking off the fourth quarter in a buying mood boosted by positive economic data, progress in the battle against COVID, and Washington developments on the potential passage of an infrastructure bill.\nAll three major U.S. stock indexes oscillated earlier in the session, but began trending higher by late afternoon, led by economically sensitive cyclicals.\nThe rally gained momentum after the White House announced U.S. President Joe Biden was getting more involved in negotiations over the infrastructure spending bill being debated on Capitol Hill.\nEven so, all three indexes ended below last Friday's close, with the S&P 500 and the Nasdaq Composite posting their biggest weekly percentage drops since February.\n\"There was a broad based recovery today. Markets were not fixated today on new taxes or tapering,\" said David Carter, chief investment officer at Lenox Wealth Advisors in New York.\n\"In a shift from the past few weeks there's been no big news from Washington, so markets were forced to focus on positive economic data and a new COVID medication.\"\nMerck & Co Inc revealed that a recent study showed its experimental oral drug for COVID-19 cut risk of death and hospitalization by about 50%, sending its shares jumping and boosting economic reopening sentiment.\nWhile Biden signed into law a stop-gap bill to keep the government running through Dec. 3, lawmakers only succeeded in kicking the can down the road.\nThis lack of resolution prompted rating agency Fitch to warn that the United States' 'AAA' credit rating could be at risk.\n\"Markets don't believe the debt will be downgraded or a debt ceiling deal won't be struck but it still adds uncertainty which is always a problem for the markets,\" Carter added.\nA host of economic data released on Friday showed increased consumer spending, accelerated factory activity and elevated inflation growth, which could help nudge the U.S. Federal Reserve toward shortening its timeline for tightening its accommodative monetary policy.\nPhiladelphia Fed President Patrick Harker repeated his view expressed in a speech on Wednesday that he believes the central bank should begin tapering its asset purchases \"soon,\" but reiterated that he did not expect it to hike key interest rates until late next year or early 2023.\nUnofficially, the Dow Jones Industrial Average rose 488.73 points, or 1.44%, to 34,332.65, the S&P 500 gained 49.88 points, or 1.16%, to 4,357.42 and the Nasdaq Composite added 108.76 points, or 0.75%, to 14,557.34.\nAll 11 major sectors in the S&P 500 ended higher, with healthcare stocks in the back of the pack.\nThe sector's gains were capped by a drop in shares of COVID vaccine maker Moderna Inc in the wake of the Merck news.\nEconomic optimism prompted value stocks to outperform growth, and transports and smallcaps to fare better than the broader market. (Reporting by Stephen Culp; Editing by Richard Chang)","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872082591,"gmtCreate":1637375778132,"gmtModify":1637375778299,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Technology!","listText":"Technology!","text":"Technology!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872082591","repostId":"2184842262","repostType":4,"repost":{"id":"2184842262","pubTimestamp":1637359018,"share":"https://www.laohu8.com/m/news/2184842262?lang=&edition=full","pubTime":"2021-11-20 05:56","market":"us","language":"en","title":"Nasdaq ends atop 16,000 mark for the first time on tech strength","url":"https://stock-news.laohu8.com/highlight/detail?id=2184842262","media":"Reuters","summary":"(Reuters) - The Nasdaq Composite Index closed above 16,000 points for the first time on Friday, in i","content":"<p>(Reuters) - The Nasdaq Composite Index closed above 16,000 points for the first time on Friday, in its second-straight record finish powered by technology stocks, while pandemic jitters sent the Dow to its fourth losing session in the last five.</p>\n<p>Both the Nasdaq and S&P 500 index scored a winning week, up 1.2% and 0.3% respectively, after last week's declines snapped a five-week run of higher finishes.</p>\n<p>The Dow Jones Industrial Average's second-successive weekly loss - this one of 1.4% - wiped out the last of its November gains, extending the index's drop from a Nov. 8 record high to 2.3%.</p>\n<p>Friday's fall was caused by banking, energy and airline stocks slumping on fears that European countries, battling a resurgence of COVID-19 cases, could follow Austria in moving towards a full lockdown.</p>\n<p>Banking stocks fell 1.6%, tracking a drop in Treasury yields as investors snapped up safe-haven bonds. The S&P energy index dropped 3.9%, the worst performing sector, as crude prices fell on demand implications.</p>\n<p>Carriers including Delta Air Lines, United Airlines and American Airlines, and cruiseliners Norwegian Cruise Line and Carnival Corp all dropped between 0.6% and 2.8%.</p>\n<p>\"It's a normal time to take risk off. And in this case, there's just so much liquidity that the market doesn't go down - just people take risk off by going into safe havens,\" said Jay Hatfield, chief executive of Infrastructure Capital Management in New York.</p>\n<p>Falling yields and safe-haven demand supported major technology stocks, which in turn lifted the Nasdaq.</p>\n<p>FAANG stocks, which have largely persevered through economic shocks since 2020, traded broadly higher. Netflix Inc gained along with other stay-at-home stocks.</p>\n<p>Chipmaker Nvidia Corp rose 4.1% to its third straight closing high, and the Philadelphia semiconductor index , up 0.3%, hit its third record closing high in four.</p>\n<p>The Dow Jones Industrial Average fell 268.97 points, or 0.75%, to 35,601.98; the S&P 500 lost 6.58 points, or 0.14%, at 4,697.96; and the Nasdaq Composite added 63.73 points, or 0.4%, to 16,057.44.</p>\n<p>The S&P 500 gyrated on Friday before slipping into negative territory, after a week in which retailers pushed it to a record finish the previous day.</p>\n<p>The S&P consumer discretionary sector rose 0.3% to a closing peak for a second day in a row, after breaking its lifetime intraday high on Friday. This follows strong retail earnings this week and positive signs for holiday shopping.</p>\n<p>Lowe's Companies rose 0.9% to its third successive record close after reporting third-quarter results on Wednesday. Etsy Inc, which posted earnings earlier this month, achieved the same closing feat after finishing up 1.4%.</p>\n<p>\"Out of the Q3 earnings, one of the trends we have seen is the resounding strength of the U.S. consumer,\" said Jessica Bemer, portfolio manager at Easterly Investment Partners.</p>\n<p>\"We've heard it all through this week from retailers talking about the consumer coming back into the store, enjoying the shopping experience and getting ready for the holidays. It makes sense but it was really validated during earnings season.\"</p>\n<p>Profit-taking in names which gained earlier in the week led to drops of between 2.9% and 8.8% in Macy's Inc, Kohls Corp and Gap Inc.</p>\n<p>The information technology segment, up 0.8%, was the best performer on the S&P 500.</p>\n<p>It was buoyed by Intuit Inc, which jumped 10.1% as brokerages lifted their price targets on the income tax software company after it beat quarterly estimates and raised forecasts.</p>\n<p>Volume on U.S. exchanges was 10.68 billion shares, compared with the 11.12 billion average for the full session over the last 20 trading days.</p>\n<p>The S&P 500 posted 45 new 52-week highs and nine new lows; the Nasdaq Composite recorded 100 new highs and 309 new lows.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq ends atop 16,000 mark for the first time on tech strength</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq ends atop 16,000 mark for the first time on tech strength\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-20 05:56 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-nasdaq-ends-atop-215658565.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - The Nasdaq Composite Index closed above 16,000 points for the first time on Friday, in its second-straight record finish powered by technology stocks, while pandemic jitters sent the Dow ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-nasdaq-ends-atop-215658565.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","COMP":"Compass, Inc.",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-nasdaq-ends-atop-215658565.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2184842262","content_text":"(Reuters) - The Nasdaq Composite Index closed above 16,000 points for the first time on Friday, in its second-straight record finish powered by technology stocks, while pandemic jitters sent the Dow to its fourth losing session in the last five.\nBoth the Nasdaq and S&P 500 index scored a winning week, up 1.2% and 0.3% respectively, after last week's declines snapped a five-week run of higher finishes.\nThe Dow Jones Industrial Average's second-successive weekly loss - this one of 1.4% - wiped out the last of its November gains, extending the index's drop from a Nov. 8 record high to 2.3%.\nFriday's fall was caused by banking, energy and airline stocks slumping on fears that European countries, battling a resurgence of COVID-19 cases, could follow Austria in moving towards a full lockdown.\nBanking stocks fell 1.6%, tracking a drop in Treasury yields as investors snapped up safe-haven bonds. The S&P energy index dropped 3.9%, the worst performing sector, as crude prices fell on demand implications.\nCarriers including Delta Air Lines, United Airlines and American Airlines, and cruiseliners Norwegian Cruise Line and Carnival Corp all dropped between 0.6% and 2.8%.\n\"It's a normal time to take risk off. And in this case, there's just so much liquidity that the market doesn't go down - just people take risk off by going into safe havens,\" said Jay Hatfield, chief executive of Infrastructure Capital Management in New York.\nFalling yields and safe-haven demand supported major technology stocks, which in turn lifted the Nasdaq.\nFAANG stocks, which have largely persevered through economic shocks since 2020, traded broadly higher. Netflix Inc gained along with other stay-at-home stocks.\nChipmaker Nvidia Corp rose 4.1% to its third straight closing high, and the Philadelphia semiconductor index , up 0.3%, hit its third record closing high in four.\nThe Dow Jones Industrial Average fell 268.97 points, or 0.75%, to 35,601.98; the S&P 500 lost 6.58 points, or 0.14%, at 4,697.96; and the Nasdaq Composite added 63.73 points, or 0.4%, to 16,057.44.\nThe S&P 500 gyrated on Friday before slipping into negative territory, after a week in which retailers pushed it to a record finish the previous day.\nThe S&P consumer discretionary sector rose 0.3% to a closing peak for a second day in a row, after breaking its lifetime intraday high on Friday. This follows strong retail earnings this week and positive signs for holiday shopping.\nLowe's Companies rose 0.9% to its third successive record close after reporting third-quarter results on Wednesday. Etsy Inc, which posted earnings earlier this month, achieved the same closing feat after finishing up 1.4%.\n\"Out of the Q3 earnings, one of the trends we have seen is the resounding strength of the U.S. consumer,\" said Jessica Bemer, portfolio manager at Easterly Investment Partners.\n\"We've heard it all through this week from retailers talking about the consumer coming back into the store, enjoying the shopping experience and getting ready for the holidays. It makes sense but it was really validated during earnings season.\"\nProfit-taking in names which gained earlier in the week led to drops of between 2.9% and 8.8% in Macy's Inc, Kohls Corp and Gap Inc.\nThe information technology segment, up 0.8%, was the best performer on the S&P 500.\nIt was buoyed by Intuit Inc, which jumped 10.1% as brokerages lifted their price targets on the income tax software company after it beat quarterly estimates and raised forecasts.\nVolume on U.S. exchanges was 10.68 billion shares, compared with the 11.12 billion average for the full session over the last 20 trading days.\nThe S&P 500 posted 45 new 52-week highs and nine new lows; the Nasdaq Composite recorded 100 new highs and 309 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845061657,"gmtCreate":1636253760421,"gmtModify":1636253760578,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Nice post!","listText":"Nice post!","text":"Nice post!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845061657","repostId":"2181074782","repostType":4,"repost":{"id":"2181074782","pubTimestamp":1636246800,"share":"https://www.laohu8.com/m/news/2181074782?lang=&edition=full","pubTime":"2021-11-07 09:00","market":"us","language":"en","title":"3 Biggest Stock Market Predictions for November","url":"https://stock-news.laohu8.com/highlight/detail?id=2181074782","media":"Motley Fool","summary":"Guessing what the market will do at any given time isn't easy, but there are indicators out there if you know what to look for.","content":"<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.</p>\n<p>With all that in mind, here are three predictions about November markets.</p>\n<h2>1. The market opportunity in EVs and self-driving technology will climb higher</h2>\n<p>It's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like <b>Tesla</b> are an obvious example. But also <b>Chargepoint Holdings, </b>which is building out the largest EV charging network in the world, and my favorite turnaround play, <b>BlackBerry, </b>with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.</p>\n<p>Supply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.</p>\n<p>But delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.</p>\n<p>Take <b>Ford</b> (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.</p>\n<p>During the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.</p>\n<h2>2. The metaverse will see big gains virtually and market-wise</h2>\n<p>Running parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the <b><a href=\"https://laohu8.com/S/META\">Roundhill Ball Metaverse ETF</a></b> (NYSEMKT:META).</p>\n<p>Our kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as <i>Fortnite</i>, <i>Minecraft</i>, and <i>Flight Sim</i>, where players create virtual worlds, interacting with each other in these metaverse creations.</p>\n<p><b>Microsoft</b> announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.</p>\n<p>For long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.</p>\n<p>Investors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.</p>\n<p>Its top 10 holdings are an impressive list: <b>Nvidia</b>, Microsoft, <b>Roblox</b>, Meta Platforms, <b>Unity Software</b>, <b>Immersion Corp.</b>, <b>Autodesk</b>, <b>Sea Limited</b>, <b>Amazon</b>, and <b>Tencent Holdings</b>.</p>\n<p>I wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.</p>\n<h2>3. Apple is still fresh and its stock will top 52-week highs</h2>\n<p>The intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: <b>Apple </b>(NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.</p>\n<p>The future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.</p>\n<p>When Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.</p>\n<p>The company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.</p>\n<p>My November prediction is that Apple stock will top its 52-week high of $157.26 a share.</p>\n<h2>Seeing the forest through the trees</h2>\n<p>October was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The<b> S&P 500</b> average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Biggest Stock Market Predictions for November</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 Biggest Stock Market Predictions for November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 09:00 GMT+8 <a href=https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like...</p>\n\n<a href=\"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/11/06/my-3-biggest-stock-market-predictions-for-november/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181074782","content_text":"November could offer an excellent entry point for many investors who may have been waiting for confidence-boosting earnings releases. It will also no doubt highlight a few run-for-hills scenarios like what we saw after a few October big tech earnings releases that fell short of expectations. But let's focus on the positives this month.\nTwo markets should be on the radar of every investor. And the news about innovation, revenue outlooks, and adopting an attitude that the \"future is now\" all offer the potential to produce millionaires out of even the most average investors if they are willing to take a long-term approach.\nWith all that in mind, here are three predictions about November markets.\n1. The market opportunity in EVs and self-driving technology will climb higher\nIt's easy to see the long-term growth potential in the automotive market as it relates to electric vehicles (EVs). Automakers like Tesla are an obvious example. But also Chargepoint Holdings, which is building out the largest EV charging network in the world, and my favorite turnaround play, BlackBerry, with its increasingly popular QNX operating system for EVs. As earnings results come out this month and an initial public offering from electric truck maker Rivian launches next week, the EV hype is likely to heat up further in November.\nSupply chain constraints have raised concerns throughout the automotive market this year because, without the necessary raw materials and parts, particularly semiconductors, unfinished vehicles are left sitting waiting for components. In May it was expected that we would see a shortfall of 3.9 million vehicles produced this year. That number was revised upward in September to 7.7 million, and it's expected to cost automakers an estimated $210 billion this year.\nBut delays present opportunities. Eventually, the supply chain will correct itself, though it may take until early 2023. In these uncertain times, companies that best manage costs, optimize the resources available, and stay on the planned path toward growth will reward investors.\nTake Ford (NYSE:F), for example. The company posted third-quarter results on Oct. 27, beating consensus estimates by 9.8% and 89% on quarterly revenue and earnings, respectively. It also raised its full-year revenue guidance by 15%, and topped off its report with news of a reinstated quarterly dividend of $0.10 per share to take effect on Dec. 1.\nDuring the earnings call, Ford management stated that although supply constraints continue, the third quarter was better than the previous quarter in terms of resource availability. This points toward growth even in the face of supply headwinds, powered by an ongoing revolution in the EV market. Analysts project the EV market to progress at a compound annual growth rate of 24.3% through 2028.\n2. The metaverse will see big gains virtually and market-wise\nRunning parallel with the growth in the material world of electric and autonomous vehicles is the digital world of virtual and augmented reality known as the metaverse. The companies driving the future of the metaverse can be found in the holdings of the Roundhill Ball Metaverse ETF (NYSEMKT:META).\nOur kids may be more familiar with the metaverse than we are. It's evidenced in numerous video console games such as Fortnite, Minecraft, and Flight Sim, where players create virtual worlds, interacting with each other in these metaverse creations.\nMicrosoft announced earlier this week that it intends to expand on its Microsoft Teams package by developing metaverse technology for collaboration using 3D avatars that represent meeting attendees who are present but would rather not be on camera. Eventually this will either coincide or compete with developments by Meta Platforms (formerly known as Facebook) as it rebrands and expands its offerings along the same lines.\nFor long-term investors, these trends create an almost no-lose scenario. As advancements in technology take us into the future, demand will swell and revenue will be generated. And it will most likely be multiple companies reaping the benefits.\nInvestors looking to benefit from it all may be well served by the Roundhill Ball Metaverse ETF. It was launched on June 30, and it is quickly gaining trading volume. As of August, the ETF had $50 million in assets under management (AUM). By September, AUM doubled to $100 million. Today, the number sits at $176 million, while trading volume in the ETF has also risen. The average daily volume is at 300,000, while more recently it has seen daily volume exceeding 1 million shares on select days.\nIts top 10 holdings are an impressive list: Nvidia, Microsoft, Roblox, Meta Platforms, Unity Software, Immersion Corp., Autodesk, Sea Limited, Amazon, and Tencent Holdings.\nI wouldn't be surprised to see the average 20-day daily volume double by the end of this month, combined with a 10% gain in the ETF share price for November.\n3. Apple is still fresh and its stock will top 52-week highs\nThe intelligent EV market and the metaverse intersect in what has become a staple company and foundational portfolio stock: Apple (NASDAQ:AAPL). According to multiple sources, Apple is developing eyeglasses for the metaverse, while also working on self-driving technology and electric mobility to serve the vehicular market while potentially developing a self-driving car of its own.\nThe future of our technology world is upon us, and November could be a pivotal entry point for investors into many of these stocks that will provide big gains for years to come.\nWhen Apple came out with a miss on quarterly revenue at the end of October, management noted that supply constraints impacted the company at a cost of $6 billion. But one thing that seems to keep getting overlooked during these earnings conference calls is that Apple's revenue continues to climb year over year regardless of whether the consensus estimates are accurate or overblown.\nThe company continues to benefit greatly from iPhone sales, but unit sales no longer make up even half of its total revenue. Per Statista, from 2012 to now, Apple has seen iPhone sales decline from 51% of total revenue to 49%. Meanwhile, services revenue has grown from 6.5% to 21%. The gross margin on services is now 60%, whereas iPhone profit margin is closer to 35%. So as the company generates more services offerings, and innovative technology progresses, the dust will settle from concerns over supply constraints and a revenue miss, and a clearer picture will emerge.\nMy November prediction is that Apple stock will top its 52-week high of $157.26 a share.\nSeeing the forest through the trees\nOctober was a month of volatility and concern over supply constraints and earnings warnings. But when those warnings lead to nervous selling based on short-term what-ifs and fear of the unknown, the long-term investor is provided with an opportunity. And if history repeats itself, this November will provide the springboard to that opportunity. The S&P 500 average return is 1.57% in the month of November, with 29 of the past 40 Novembers being in positive territory, led by 2020 at 11.8% -- the best November in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828700475,"gmtCreate":1633941356781,"gmtModify":1633941356927,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Everything has a season.","listText":"Everything has a season.","text":"Everything has a season.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828700475","repostId":"1169493532","repostType":4,"repost":{"id":"1169493532","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633939680,"share":"https://www.laohu8.com/m/news/1169493532?lang=&edition=full","pubTime":"2021-10-11 16:08","market":"us","language":"en","title":"China tech stocks are making a big comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1169493532","media":"Tiger Newspress","summary":"China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba","content":"<p>China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba,Pinduoduo,JD.COM,NetEase,Baidu,Didi Global,Bilibili and Tencent music climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/2f698271f2e6b19a8f94cd621df6ff7f\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p>\n<p>Chinese technology stocks continued their rebound on Monday after Beijing slapped a smaller-than-expected fine on food delivery giant Meituan.</p>\n<p>Hong Kong’s Hang Seng Tech Index jumped as much as 3% in a third day of gains after closing at a record low on Wednesday. Meituan rose as much as 8.4%, making it the top performer on the gauge. The stock also boosted the broader Hang Seng Index, which gained as much as 2%.</p>\n<p>“The momentum continues in buying Alibaba after Munger,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China tech stocks are making a big comeback</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\">\nChina tech stocks are making a big comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-11 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba,Pinduoduo,JD.COM,NetEase,Baidu,Didi Global,Bilibili and Tencent music climbed between 1% and 6%.</p>\n<p><img src=\"https://static.tigerbbs.com/2f698271f2e6b19a8f94cd621df6ff7f\" tg-width=\"410\" tg-height=\"722\" referrerpolicy=\"no-referrer\"></p>\n<p>Chinese technology stocks continued their rebound on Monday after Beijing slapped a smaller-than-expected fine on food delivery giant Meituan.</p>\n<p>Hong Kong’s Hang Seng Tech Index jumped as much as 3% in a third day of gains after closing at a record low on Wednesday. Meituan rose as much as 8.4%, making it the top performer on the gauge. The stock also boosted the broader Hang Seng Index, which gained as much as 2%.</p>\n<p>“The momentum continues in buying Alibaba after Munger,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTES":"网易","XPEV":"小鹏汽车","BIDU":"百度","NIO":"蔚来","PDD":"拼多多","JD":"京东","LI":"理想汽车","BABA":"阿里巴巴","DIDI":"滴滴(已退市)"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169493532","content_text":"China tech stocks are making a big comeback in premarket trading on relief over Meituan Fine.Alibaba,Pinduoduo,JD.COM,NetEase,Baidu,Didi Global,Bilibili and Tencent music climbed between 1% and 6%.\n\nChinese technology stocks continued their rebound on Monday after Beijing slapped a smaller-than-expected fine on food delivery giant Meituan.\nHong Kong’s Hang Seng Tech Index jumped as much as 3% in a third day of gains after closing at a record low on Wednesday. Meituan rose as much as 8.4%, making it the top performer on the gauge. The stock also boosted the broader Hang Seng Index, which gained as much as 2%.\n“The momentum continues in buying Alibaba after Munger,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825320385,"gmtCreate":1634202876189,"gmtModify":1634202876189,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"It’s earnings week. Stay the course.","listText":"It’s earnings week. Stay the course.","text":"It’s earnings week. Stay the course.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825320385","repostId":"1111412750","repostType":4,"repost":{"id":"1111412750","pubTimestamp":1634182832,"share":"https://www.laohu8.com/m/news/1111412750?lang=&edition=full","pubTime":"2021-10-14 11:40","market":"us","language":"en","title":"Buying The Dip Is Dead","url":"https://stock-news.laohu8.com/highlight/detail?id=1111412750","media":"seekingalpha","summary":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical rea","content":"<p>Summary</p>\n<ul>\n <li>Buying the dip died when the volatility sellers failed to show up.</li>\n <li>There's a mechanical reason why the market has not \"bounced back.\"</li>\n <li>That mechanical reason has broken down due to fundamental shifts.</li>\n</ul>\n<p>The market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.</p>\n<p>Falling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&P 500 has seen lower highs.</p>\n<p><img src=\"https://static.tigerbbs.com/7d40186560f397cc6ebdc4e85ba18725\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Additionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.</p>\n<p>The SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.</p>\n<p>If volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.</p>\n<p><img src=\"https://static.tigerbbs.com/d92c33e67c289d5c9d1e8d0d6ec74b5d\" tg-width=\"640\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>But with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.</p>\n<p>The dollar index may be a big piece of that. It has been surging higher, and that the S&P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&P 500 has been falling and vice versa. The dollar is telling us that tapering is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.</p>\n<p>The two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the two-year now has further to climb as this process commences potentially as soon as the November FOMC meeting.</p>\n<p>Despite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.</p>\n<p><img src=\"https://static.tigerbbs.com/ce210603773584da38e4fbf054f31ba9\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>The market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.</p>\n<p>This time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that earnings estimates are way off base, which means earnings growth rates will be heading lower or top of what they have declined.</p>\n<p><img src=\"https://static.tigerbbs.com/b784f4142c7b91a6c36b4c8d263db047\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>It's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.</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>Buying The Dip Is Dead</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\">\nBuying The Dip Is Dead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 11:40 GMT+8 <a href=https://seekingalpha.com/article/4459696-buying-the-dip-is-dead><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental...</p>\n\n<a href=\"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4459696-buying-the-dip-is-dead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111412750","content_text":"Summary\n\nBuying the dip died when the volatility sellers failed to show up.\nThere's a mechanical reason why the market has not \"bounced back.\"\nThat mechanical reason has broken down due to fundamental shifts.\n\nThe market has been melting, and that \"buy the dip\" mentality seems to be in trouble. There's an excellent reason for why buying the dip hasn't worked, and probably why it won't work this time around either. All you have to do is look at the VIX and the SKEW indexes to understand why.\nFalling volatility has been a lynchpin of propping up the market every time it falters since the COVID low. Every time the market sank, the VIX would spike higher. Then, a swarm of traders would come in looking to short volatility, which would send the VIX lower, pushing the S&P 500 higher. However, that component of the market appears to be gone. The VIX has been steadily rising since June, with higher lows. More recently, the VIX hasn't been able to get below 18, and each drop in the S&P 500 has seen lower highs.\n\nAdditionally, the SKEW index has cratered in recent weeks. It's because traders that have been betting on volatility falling have likely been shorting at-the-money forms of it, and to hedge those positions, they have been buying out-of-money forms. It's why the SKEW index reached record highs in June as the VIX hit its lows.\nThe SKEW index wasn't rising into June 2021 because traders were trying to hedge against tail risk or an unforeseen event. The SKEW index was rising as a hedge against short volatility positions.\nIf volatility sellers do not return to this market, then a big piece of why the market always has been able to bounce back so quickly on every dip will be gone. Buying the dip will simply not work.\n\nBut with QE likely on its way out, financial conditions are likely to tighten as a result. It seems that volatility sellers have gone missing for a good reason. If that's the case, the considerable risk in the market isn't going to be the fear of missing out. The substantial risk is a meltdown, not all that dissimilar to that of 2018, which I have noted on several occasions many of the same similarities of today to back then.\nThe dollar index may be a big piece of that. It has been surging higher, and that the S&P 500 has been trading precisely the opposite to the dollar's move. When the dollar has been strengthening, the S&P 500 has been falling and vice versa. The dollar is telling us that tapering is coming and very soon. The stock market knows what this means too, and it isn't good for stocks.\nThe two-year Treasury rate has also been creeping higher and now stands at more than 35 bps. The two-year most likely needs to rise much more if the Fed is tapering. By the time the QE taper ended in October 2014, the two-year was around 50 to 60 bps. That means the two-year now has further to climb as this process commences potentially as soon as the November FOMC meeting.\nDespite the stronger dollar, the 10-year has been falling, and that's because the market is picking up on what I have been telling you for months. Growth rates here in the US and around the globe have been slowing and are now near stall speed. They have gotten so slow here in the US that the Atlanta Fed GDPNow is now projecting just a 1.3% third quarter growth rate, an enormous drop from the second-quarter reading of 6.7%.\n\nThe market knows that a strong dollar in regular times exports inflationary forces aboard in countries that buy commodities, finances debt, or conduct business in dollars. It's a global growth killer. On top of that, rising prices for things like energy are already likely to slow growth, and now with the dollar rising, it makes the problem even more prominent. It is driving the rates on the long-end of the curve lower and flattening the yield curve.\nThis time is different from previous pullbacks. This is why this time the pullback is only in its early phases. Earnings estimates have started to come down, and they are likely to come down further because if one thing is crystal clear, GDP growth expectations were way off base, and means that it is highly likely that earnings estimates are way off base, which means earnings growth rates will be heading lower or top of what they have declined.\n\nIt's just a matter of when the stock market realizes that a Fed tapering event will push the dollar index even higher at the worst possible time resulting in a massive global growth scare. Perhaps the biggest reason why the volatility sellers have left the building.","news_type":1},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843552914,"gmtCreate":1635844191457,"gmtModify":1635844234825,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843552914","repostId":"1186935118","repostType":4,"repost":{"id":"1186935118","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635842654,"share":"https://www.laohu8.com/m/news/1186935118?lang=&edition=full","pubTime":"2021-11-02 16:44","market":"us","language":"en","title":"Hot chinese stocks dropped in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1186935118","media":"Tiger Newspress","summary":"Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE h","content":"<p>Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.</p>\n<p><img src=\"https://static.tigerbbs.com/feaefcfb4e54fa93d6d4d2bf8c76f8d4\" tg-width=\"406\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></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>Hot chinese stocks dropped in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot chinese stocks dropped in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-11-02 16:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.</p>\n<p><img src=\"https://static.tigerbbs.com/feaefcfb4e54fa93d6d4d2bf8c76f8d4\" tg-width=\"406\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","BABA":"阿里巴巴","NTES":"网易","BEKE":"贝壳","XPEV":"小鹏汽车","PDD":"拼多多","BILI":"哔哩哔哩","BIDU":"百度","RLX":"雾芯科技","JD":"京东","DIDI":"滴滴(已退市)","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186935118","content_text":"Hot chinese stocks dropped in premarket trading.Alibaba,Pinduoduo,JD.com,Baidu,NetEase,Bilibili,KE holding,Nio,Xpeng Motors and Li Auto fell between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846486130,"gmtCreate":1636105119881,"gmtModify":1636105119938,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Hope travel will resume soon.","listText":"Hope travel will resume soon.","text":"Hope travel will resume soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846486130","repostId":"1153941728","repostType":4,"repost":{"id":"1153941728","pubTimestamp":1636100935,"share":"https://www.laohu8.com/m/news/1153941728?lang=&edition=full","pubTime":"2021-11-05 16:28","market":"us","language":"en","title":"5 Stocks To Watch For November 5, 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1153941728","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Johnson Controls Int","content":"<p>Some of the stocks that may grab investor focus today are:</p>\n<ul>\n <li>Wall Street expects <b>Johnson Controls International plc</b> to report quarterly earnings at $0.87 per share on revenue of $6.38 billion before the opening bell. Johnson Controls shares rose 0.3% to $74.00 in after-hours trading Thursday.</li>\n <li><b>Expedia Group, Inc.</b> reported stronger-than-expected earnings and sales results for the third quarter on Thursday. Expedia shares jumped 12.4% to $177 in premarket trading Friday.</li>\n <li>Analysts are expecting <b>The Goodyear Tire & Rubber Company</b> to have earned $0.29 per share on revenue of $4.75 billion for the latest quarter. The company will release earnings before the markets open. Goodyear Tire shares rose 0.2% to $21.50 in after-hours trading Thursday.</li>\n <li><b>Pinterest, Inc.</b> reported upbeat results for its third quarter on Thursday. However, the company also posted a shortfall in monthly active users. Pinterest shares surged 6.7% to $46.55 in premarket trading Friday.</li>\n <li><b>Airbnb, Inc.</b> reported its best quarter on record, with earnings and sales figures surpassing market expectations. Airbnb shares rose 6.8% to $190.56 in premarket trading Friday.</li>\n</ul>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For November 5, 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For November 5, 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-05 16:28 GMT+8 <a href=https://www.benzinga.com/news/earnings/21/11/23916600/5-stocks-to-watch-for-november-5-2021><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some of the stocks that may grab investor focus today are:\n\nWall Street expects Johnson Controls International plc to report quarterly earnings at $0.87 per share on revenue of $6.38 billion before ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/21/11/23916600/5-stocks-to-watch-for-november-5-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXPE":"Expedia","GT":"固特异轮胎橡胶公司","ABNB":"爱彼迎","JCI":"江森自控","PINS":"Pinterest, Inc."},"source_url":"https://www.benzinga.com/news/earnings/21/11/23916600/5-stocks-to-watch-for-november-5-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153941728","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Johnson Controls International plc to report quarterly earnings at $0.87 per share on revenue of $6.38 billion before the opening bell. Johnson Controls shares rose 0.3% to $74.00 in after-hours trading Thursday.\nExpedia Group, Inc. reported stronger-than-expected earnings and sales results for the third quarter on Thursday. Expedia shares jumped 12.4% to $177 in premarket trading Friday.\nAnalysts are expecting The Goodyear Tire & Rubber Company to have earned $0.29 per share on revenue of $4.75 billion for the latest quarter. The company will release earnings before the markets open. Goodyear Tire shares rose 0.2% to $21.50 in after-hours trading Thursday.\nPinterest, Inc. reported upbeat results for its third quarter on Thursday. However, the company also posted a shortfall in monthly active users. Pinterest shares surged 6.7% to $46.55 in premarket trading Friday.\nAirbnb, Inc. reported its best quarter on record, with earnings and sales figures surpassing market expectations. Airbnb shares rose 6.8% to $190.56 in premarket trading Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858726928,"gmtCreate":1635124325591,"gmtModify":1635124326251,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Come on AAPL 😘","listText":"Come on AAPL 😘","text":"Come on AAPL 😘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858726928","repostId":"2178808449","repostType":4,"repost":{"id":"2178808449","pubTimestamp":1635115262,"share":"https://www.laohu8.com/m/news/2178808449?lang=&edition=full","pubTime":"2021-10-25 06:41","market":"us","language":"en","title":"Big Tech companies report earnings: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2178808449","media":"Yahoo Finance","summary":"Investors' focus this week will be on earnings results, with some of the most heavily weighted compa","content":"<p>Investors' focus this week will be on earnings results, with some of the most heavily weighted companies in the S&P 500 poised to deliver their quarterly reports.</p>\n<p><img src=\"https://static.tigerbbs.com/8ca1969b994c415ca75fa816ed5d1daa\" tg-width=\"1878\" tg-height=\"2014\" width=\"100%\" height=\"auto\"></p>\n<p>Over the past couple of weeks, most of the companies that posted earnings results topped Wall Street's estimates, despite widespread concerns over the impact of supply chain challenges to corporate profits. These better-than-feared results helped power both the S&P 500 and Dow to fresh record highs in the past week.</p>\n<p>As of Friday, about 23% of S&P 500 companies had reported actual results for the third quarter. Of these, 84% topped Wall Street's expectations for earnings per share (EPS), according to data from FactSet. And the estimated earnings growth rate for the S&P 500 stood at 32.7%, based on actual results and expectations for companies still yet to report. If maintained through the end of third-quarter earnings season, that would mark the third-highest earnings growth rate posted for the index since 2010.</p>\n<p>Given the string of stronger-than-expected results posted so far, this week's docket of reports has a heightened bar to clear.</p>\n<p>And that's especially set to be the case for the Big Tech companies, including <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB), Apple (AAPL), Amazon (AMZN) and Alphabet (GOOGL). Most of these far outperformed the market last year, but have seen their stock gains cool so far in 2021 amid concerns over rising interest rates, chip shortages, and slowing growth after a surge in online media usage and demand for software during the height of the pandemic.</p>\n<p>Despite the near-term challenges, however, some strategists have struck an upbeat tone on the technology sector as a whole.</p>\n<p>\"While the chip shortage will be a major conversation piece for tech investors during tech earnings season and clearly be an overhang, we believe the Street will instead look through any near-term disruption and focus on the underlying healthy demand drivers into 2022 which look robust,\" said Wedbush analyst Dan Ives in a note last week.</p>\n<p>A number of the closely watched technology companies that reported last week posted results that disappointed investors or highlighted the lingering impact of these myriad concerns. Snap (SNAP), the parent company of the disappearing photo-sharing platform app Snapchat, offered a current-quarter forecast that fell short of expectations, with supply chain challenges for its advertiser customer base and privacy-related changes to Apple's iOS operating system weighing on sales and profits.</p>\n<p>The weak guidance sent Snap's stock down by 27% on Friday for its biggest single-day drop on record, and dragged down shares of other ad-driven companies including Facebook, Pinterest (PINS), <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) and Alphabet.</p>\n<p>In July, Facebook had already flagged an early impact from Apple's iOS privacy update, which allows users to better control how apps track them. Facebook Chief Financial Officer Dave Wehner said during the company's second-quarter earnings call that the company expected \"increased ad targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates\" and expected these \"to have a more significant impact in the third quarter compared to the second.\"</p>\n<p>Still, the social media juggernaut's top-line growth is expected to climb by another 37% in the third quarter of last year to reach a fresh quarterly record of $29.45 billion. Still, this pace of growth would mark a step down from the second quarter's 56% year-on-year growth rate.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8eabca01b374d68a08a259419cd3c55\" tg-width=\"5327\" tg-height=\"3596\" referrerpolicy=\"no-referrer\"><span>An illustration picture taken in London on December 18, 2020 shows the logos of Google, Apple, Facebook, Amazon and Microsoft displayed on a mobile phone and a laptop screen. - (Photo by JUSTIN TALLIS / AFP) (Photo by JUSTIN TALLIS/AFP via Getty Images)JUSTIN TALLIS via Getty Images</span></p>\n<p>For peer ad-driven company Alphabet, a pickup in travel among consumers may help fuel the company's core Google Search business even in the face of other ad-industry headwinds. Both Snap and American Express (AXP) last week highlighted a pickup they were witnessing in consumer travel behavior and out-of-the-home spending in their third-quarter earnings releases and calls.</p>\n<p>\"Lost in the noise, SNAP also highlighted opportunity driven by travel budgets returning, which is a positive read through to GOOGL’s general search business,\" Daniel Salmon, BMO Capital Markets internet and media analyst, wrote in a note on Friday.</p>\n<p>Ongoing semiconductor shortages and supply-related issues also dealt a blow to other tech companies. Tesla (TSLA) said in its earnings report last week that, \"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed.\"</p>\n<p>And reports earlier this month from Bloomberg suggested Apple was likely to cut its iPhone 13 production targets by as many as 10 million units amid chip shortages. The company, however, is still expected to post still-solid revenue growth of 21%, bringing sales to $84.67 billion as consumer demand for the latest smartphones remained resilient, especially in the U.S. and China.</p>\n<p>Rounding out this tech-heavy earnings week will be Amazon (AMZN), which posts quarterly results alongside Apple on Thursday after market close. The company has lagged the market since last reporting earnings in late July, falling 7.3% since July 29 versus a 2.9% gain in the S&P 500.</p>\n<p>Investors have been especially cautious on Amazon given widespread supply chain constraints, rising labor costs and fears that e-commerce sales and Amazon Web Services growth could slow after a pandemic-induced surge. Amazon shares had climbed by 76% in 2020, and the stock was the second-best FAANG performer after Apple that year.</p>\n<p>\"Concerns across top line, bottom line, and broader macro have collectively driven cautious sentiment into year-end,\" wrote JPMorgan analyst Doug Anmuth in a note last Thursday. \"However, we believe there is still significant secular shift toward e-commerce ahead and Amazon has a very strong track record around investing into future growth opportunities.\"</p>\n<p>\"Macro issues related to supply chain, port congestion, and inventory are well-documented and have intensified into the holiday season, driving concerns that delays could impact timing of AMZN receiving 1P/3P [first-party and third-party seller] inventory and certain items could remain out-of-stock,\" he added. \"Overall, we believe AMZN embedded some degree of disruption into the 3Q guide and we believe AMZN scaled inventory in anticipation of greater 2H demand.\"</p>\n<p>In late July, Amazon said it expected third-quarter net sales to total $106 billion to $112 billion, missing consensus expectations at the time. Wall Street analysts now expected to see Amazon post third-quarter sales of $111.8 billion, representing year-over-year growth of 16%, or its slowest since early 2015.</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Chicago Fed National Activity Index, September (0.2 expected, 0.29 in August); Dallas Fed Manufacturing Activity Index, October (6.2 expected, 4.6 in September)</p></li>\n <li><p><b>Tuesday: </b>FHFA House Price Index, month-over-month, August (1.5% expected, 1.4% in July); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite, month-over-month, August (1.44% expected, 1.55% in July); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, August (20.00% expected, 19.95% in July); New Home Sales, month-over-month, September (756,000 expected, 740,000 in August); Conference Board Consumer Confidence, October (108.5 expected, 109.2 in September)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended Oct. 22 (-6.3% during prior week); Advance Goods Trade Balance, September (-$88.3 billion expected, -$87.6 billion in August); Wholesale Inventories, month-over-month, September preliminary (1.0% expected, 1.2% in August); Durable Goods Orders, September preliminary (-1.0% expected, 1.8% in August); Durable Goods Orders, excluding transportation, September preliminary (0.4% expected, 0.3% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.6% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.8% in August)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended Oct. 23 (292,000 expected, 290,000 during prior week); Continuing claims, week ended Oct. 16 (2.420 million expected, 2.481 million during prior week); GDP annualized, quarter-over-quarter, Q3 first estimate annualized (2.7% expected, 6.7% in Q2); Personal consumption, Q3 first estimate (0.7% expected, 12.0% in Q2); Core personal consumption expenditures, quarter-over-quarter, Q3 first estimate (4.4% expected, 6.1% in Q2); Pending home sales, September (0.6% expected, 8.1% in August); Kansas City Fed Manufacturing Activity Index, October (19 expected, 22 in September)</p></li>\n <li><p><b>Friday: </b>Personal income, September (-0.2% expected, 0.2% in August); Personal spending, September (0.6% expected, 0.8% in August); Personal Consumption Expenditures Core Deflator, month-over-moth, September (0.2% expected, 0.3% in August); Personal Consumption Expenditures, Core Deflator, year-over-year, September (3.7% expected, 3.6% in August): MNI Chicago PMI, October (64.0 expected, 64.7 in September); University of Michigan Sentiment, October final (71.4 expected, 71.4 in September)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Kimberly-Clark Corp. (KMB), <a href=\"https://laohu8.com/S/OTIS\">Otis Worldwide Corp</a>. (OTIS) before market open; <span style=\"color:rgba(248,12,12,1);\">Facebook (FB)</span> after market close</p></li>\n <li><p><b>Tuesday: </b>Centene (CNC), UPS (UPS), <a href=\"https://laohu8.com/S/MMM\">3M</a> (MMM), General Electric (GE), Waste Management (WM), Eli Lilly (LLY), Hasbro (HAS), Raytheon Technologies (RTX), Invesco (IVZ), The Sherwin-Williams Co. (SHW), Lockheed Martin (LMT), S&P Global (SPGI) before market open; $Capital One Financial Corp(COF-N)$. (COF), Twitter (TWTR), Juniper Networks (JNPR), <span style=\"color:rgba(251,12,12,1);\"><a href=\"https://laohu8.com/S/V\">Visa</a> (V)</span>, <span style=\"color:rgba(248,12,12,1);\">Advanced Micro Devices (<a href=\"https://laohu8.com/S/AMD\">AMD</a>)</span>, <span style=\"color:rgba(241,26,26,1);\">Microsoft (MSFT)</span>, Texas Instruments (TXN), <span style=\"color:rgba(241,21,21,1);\">Alphabet (GOOGL)</span> after market close</p></li>\n <li><p><b>Wednesday: </b>CME Group (CME), McDonald's (MCD), Hilton Worldwide Holdings (HLT), Bristol-Myers Squibb (BMY), <span style=\"color:rgba(241,21,21,1);\">Boeing (BA)</span>, The Coca-Cola Company (KO), Kraft Heinz (KHC), <span style=\"color:rgba(237,28,28,1);\">General Motors (GM)</span> before market open; Ford (F), Xilinx (XLNX), O'Reilly Automotive (ORLY), United Rentals (URI), Align Technology (ALGN), <a href=\"https://laohu8.com/S/EBAY\">eBay</a> (EBAY), <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> (NOW) after market close</p></li>\n <li><p><b>Thursday:</b> Merck (MRK), Caterpillar (CAT), Yum! Brands (YUM), Comcast (CMCSA), Moody's Corp. (MCO), Nielsen Holdings (NLSN), Stanley Black & Decker (SWK), The Hershey Co. (HSY), Molson Coors Beverage Co. (TAP), Mastercard (MA), Altria Group (MO) before market open; <span style=\"color:rgba(244,28,28,1);\">Apple (AAPL)</span>, Western Digital Corp. (WDC), Starbucks (SBUX), Gilead Sciences (GILD), <span style=\"color:rgba(244,28,28,1);\">Amazon (AMZN)</span> after market close</p></li>\n <li><p><b>Friday: </b>Royal Caribbean (RCL), T Rowe Price Group (TROW), <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a> (CHTR), Chevron (CVX), AbbVie (ABBV), Exxon Mobil (XOM), Colgate-Palmolive (CL), Newell Brands (NWL) before market open</p></li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech companies report earnings: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech companies report earnings: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 06:41 GMT+8 <a href=https://finance.yahoo.com/news/big-tech-companies-report-earnings-what-to-know-this-week-210653395.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors' focus this week will be on earnings results, with some of the most heavily weighted companies in the S&P 500 poised to deliver their quarterly reports.\n\nOver the past couple of weeks, most ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-companies-report-earnings-what-to-know-this-week-210653395.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","GM":"通用汽车","GOOG":"谷歌","NFLX":"奈飞","SNAP":"Snap Inc",".DJI":"道琼斯","GOOGL":"谷歌A","SPY.AU":"SPDR® S&P 500® ETF Trust","AAPL":"苹果",".SPX":"S&P 500 Index","AMZN":"亚马逊","AMD":"美国超微公司"},"source_url":"https://finance.yahoo.com/news/big-tech-companies-report-earnings-what-to-know-this-week-210653395.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178808449","content_text":"Investors' focus this week will be on earnings results, with some of the most heavily weighted companies in the S&P 500 poised to deliver their quarterly reports.\n\nOver the past couple of weeks, most of the companies that posted earnings results topped Wall Street's estimates, despite widespread concerns over the impact of supply chain challenges to corporate profits. These better-than-feared results helped power both the S&P 500 and Dow to fresh record highs in the past week.\nAs of Friday, about 23% of S&P 500 companies had reported actual results for the third quarter. Of these, 84% topped Wall Street's expectations for earnings per share (EPS), according to data from FactSet. And the estimated earnings growth rate for the S&P 500 stood at 32.7%, based on actual results and expectations for companies still yet to report. If maintained through the end of third-quarter earnings season, that would mark the third-highest earnings growth rate posted for the index since 2010.\nGiven the string of stronger-than-expected results posted so far, this week's docket of reports has a heightened bar to clear.\nAnd that's especially set to be the case for the Big Tech companies, including Facebook (FB), Apple (AAPL), Amazon (AMZN) and Alphabet (GOOGL). Most of these far outperformed the market last year, but have seen their stock gains cool so far in 2021 amid concerns over rising interest rates, chip shortages, and slowing growth after a surge in online media usage and demand for software during the height of the pandemic.\nDespite the near-term challenges, however, some strategists have struck an upbeat tone on the technology sector as a whole.\n\"While the chip shortage will be a major conversation piece for tech investors during tech earnings season and clearly be an overhang, we believe the Street will instead look through any near-term disruption and focus on the underlying healthy demand drivers into 2022 which look robust,\" said Wedbush analyst Dan Ives in a note last week.\nA number of the closely watched technology companies that reported last week posted results that disappointed investors or highlighted the lingering impact of these myriad concerns. Snap (SNAP), the parent company of the disappearing photo-sharing platform app Snapchat, offered a current-quarter forecast that fell short of expectations, with supply chain challenges for its advertiser customer base and privacy-related changes to Apple's iOS operating system weighing on sales and profits.\nThe weak guidance sent Snap's stock down by 27% on Friday for its biggest single-day drop on record, and dragged down shares of other ad-driven companies including Facebook, Pinterest (PINS), Twitter (TWTR) and Alphabet.\nIn July, Facebook had already flagged an early impact from Apple's iOS privacy update, which allows users to better control how apps track them. Facebook Chief Financial Officer Dave Wehner said during the company's second-quarter earnings call that the company expected \"increased ad targeting headwinds in 2021 from regulatory and platform changes, notably the recent iOS updates\" and expected these \"to have a more significant impact in the third quarter compared to the second.\"\nStill, the social media juggernaut's top-line growth is expected to climb by another 37% in the third quarter of last year to reach a fresh quarterly record of $29.45 billion. Still, this pace of growth would mark a step down from the second quarter's 56% year-on-year growth rate.\nAn illustration picture taken in London on December 18, 2020 shows the logos of Google, Apple, Facebook, Amazon and Microsoft displayed on a mobile phone and a laptop screen. - (Photo by JUSTIN TALLIS / AFP) (Photo by JUSTIN TALLIS/AFP via Getty Images)JUSTIN TALLIS via Getty Images\nFor peer ad-driven company Alphabet, a pickup in travel among consumers may help fuel the company's core Google Search business even in the face of other ad-industry headwinds. Both Snap and American Express (AXP) last week highlighted a pickup they were witnessing in consumer travel behavior and out-of-the-home spending in their third-quarter earnings releases and calls.\n\"Lost in the noise, SNAP also highlighted opportunity driven by travel budgets returning, which is a positive read through to GOOGL’s general search business,\" Daniel Salmon, BMO Capital Markets internet and media analyst, wrote in a note on Friday.\nOngoing semiconductor shortages and supply-related issues also dealt a blow to other tech companies. Tesla (TSLA) said in its earnings report last week that, \"A variety of challenges, including semiconductor shortages, congestion at ports and rolling blackouts, have been impacting our ability to keep factories running at full speed.\"\nAnd reports earlier this month from Bloomberg suggested Apple was likely to cut its iPhone 13 production targets by as many as 10 million units amid chip shortages. The company, however, is still expected to post still-solid revenue growth of 21%, bringing sales to $84.67 billion as consumer demand for the latest smartphones remained resilient, especially in the U.S. and China.\nRounding out this tech-heavy earnings week will be Amazon (AMZN), which posts quarterly results alongside Apple on Thursday after market close. The company has lagged the market since last reporting earnings in late July, falling 7.3% since July 29 versus a 2.9% gain in the S&P 500.\nInvestors have been especially cautious on Amazon given widespread supply chain constraints, rising labor costs and fears that e-commerce sales and Amazon Web Services growth could slow after a pandemic-induced surge. Amazon shares had climbed by 76% in 2020, and the stock was the second-best FAANG performer after Apple that year.\n\"Concerns across top line, bottom line, and broader macro have collectively driven cautious sentiment into year-end,\" wrote JPMorgan analyst Doug Anmuth in a note last Thursday. \"However, we believe there is still significant secular shift toward e-commerce ahead and Amazon has a very strong track record around investing into future growth opportunities.\"\n\"Macro issues related to supply chain, port congestion, and inventory are well-documented and have intensified into the holiday season, driving concerns that delays could impact timing of AMZN receiving 1P/3P [first-party and third-party seller] inventory and certain items could remain out-of-stock,\" he added. \"Overall, we believe AMZN embedded some degree of disruption into the 3Q guide and we believe AMZN scaled inventory in anticipation of greater 2H demand.\"\nIn late July, Amazon said it expected third-quarter net sales to total $106 billion to $112 billion, missing consensus expectations at the time. Wall Street analysts now expected to see Amazon post third-quarter sales of $111.8 billion, representing year-over-year growth of 16%, or its slowest since early 2015.\nEconomic calendar\n\nMonday: Chicago Fed National Activity Index, September (0.2 expected, 0.29 in August); Dallas Fed Manufacturing Activity Index, October (6.2 expected, 4.6 in September)\nTuesday: FHFA House Price Index, month-over-month, August (1.5% expected, 1.4% in July); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, August (1.44% expected, 1.55% in July); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, August (20.00% expected, 19.95% in July); New Home Sales, month-over-month, September (756,000 expected, 740,000 in August); Conference Board Consumer Confidence, October (108.5 expected, 109.2 in September)\nWednesday: MBA Mortgage Applications, week ended Oct. 22 (-6.3% during prior week); Advance Goods Trade Balance, September (-$88.3 billion expected, -$87.6 billion in August); Wholesale Inventories, month-over-month, September preliminary (1.0% expected, 1.2% in August); Durable Goods Orders, September preliminary (-1.0% expected, 1.8% in August); Durable Goods Orders, excluding transportation, September preliminary (0.4% expected, 0.3% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.6% in August); Non-defense Capital Goods Orders, excluding aircraft, September preliminary (0.4% expected, 0.8% in August)\nThursday: Initial jobless claims, week ended Oct. 23 (292,000 expected, 290,000 during prior week); Continuing claims, week ended Oct. 16 (2.420 million expected, 2.481 million during prior week); GDP annualized, quarter-over-quarter, Q3 first estimate annualized (2.7% expected, 6.7% in Q2); Personal consumption, Q3 first estimate (0.7% expected, 12.0% in Q2); Core personal consumption expenditures, quarter-over-quarter, Q3 first estimate (4.4% expected, 6.1% in Q2); Pending home sales, September (0.6% expected, 8.1% in August); Kansas City Fed Manufacturing Activity Index, October (19 expected, 22 in September)\nFriday: Personal income, September (-0.2% expected, 0.2% in August); Personal spending, September (0.6% expected, 0.8% in August); Personal Consumption Expenditures Core Deflator, month-over-moth, September (0.2% expected, 0.3% in August); Personal Consumption Expenditures, Core Deflator, year-over-year, September (3.7% expected, 3.6% in August): MNI Chicago PMI, October (64.0 expected, 64.7 in September); University of Michigan Sentiment, October final (71.4 expected, 71.4 in September)\n\nEarnings calendar\n\nMonday: Kimberly-Clark Corp. (KMB), Otis Worldwide Corp. (OTIS) before market open; Facebook (FB) after market close\nTuesday: Centene (CNC), UPS (UPS), 3M (MMM), General Electric (GE), Waste Management (WM), Eli Lilly (LLY), Hasbro (HAS), Raytheon Technologies (RTX), Invesco (IVZ), The Sherwin-Williams Co. (SHW), Lockheed Martin (LMT), S&P Global (SPGI) before market open; $Capital One Financial Corp(COF-N)$. (COF), Twitter (TWTR), Juniper Networks (JNPR), Visa (V), Advanced Micro Devices (AMD), Microsoft (MSFT), Texas Instruments (TXN), Alphabet (GOOGL) after market close\nWednesday: CME Group (CME), McDonald's (MCD), Hilton Worldwide Holdings (HLT), Bristol-Myers Squibb (BMY), Boeing (BA), The Coca-Cola Company (KO), Kraft Heinz (KHC), General Motors (GM) before market open; Ford (F), Xilinx (XLNX), O'Reilly Automotive (ORLY), United Rentals (URI), Align Technology (ALGN), eBay (EBAY), ServiceNow (NOW) after market close\nThursday: Merck (MRK), Caterpillar (CAT), Yum! Brands (YUM), Comcast (CMCSA), Moody's Corp. (MCO), Nielsen Holdings (NLSN), Stanley Black & Decker (SWK), The Hershey Co. (HSY), Molson Coors Beverage Co. (TAP), Mastercard (MA), Altria Group (MO) before market open; Apple (AAPL), Western Digital Corp. (WDC), Starbucks (SBUX), Gilead Sciences (GILD), Amazon (AMZN) after market close\nFriday: Royal Caribbean (RCL), T Rowe Price Group (TROW), Charter Communications (CHTR), Chevron (CVX), AbbVie (ABBV), Exxon Mobil (XOM), Colgate-Palmolive (CL), Newell Brands (NWL) before market open","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829246902,"gmtCreate":1633520815195,"gmtModify":1633520815330,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Anyone keeps track these ‘predictions’? ","listText":"Anyone keeps track these ‘predictions’? ","text":"Anyone keeps track these ‘predictions’?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829246902","repostId":"1140605265","repostType":4,"repost":{"id":"1140605265","pubTimestamp":1633514236,"share":"https://www.laohu8.com/m/news/1140605265?lang=&edition=full","pubTime":"2021-10-06 17:57","market":"us","language":"en","title":"The next financial crisis is fast approaching","url":"https://stock-news.laohu8.com/highlight/detail?id=1140605265","media":"MarketWatch","summary":"Central banks need to prepare because global stock markets and real estate are overvalued, while lev","content":"<blockquote>\n <b>Central banks need to prepare because global stock markets and real estate are overvalued, while leverage is near record levels for households, corporations, banks and governments.</b>\n</blockquote>\n<p>NEW YORK (Project Syndicate)— Since early 2020, central banks across the advanced economies have had to choose between pursuing financial stability, low (typically 2%) inflation, or real economic activity. Without exception, they have opted in favor of financial stability, followed by real economic activity, with inflation last.</p>\n<p>As a result, the only advanced-economy central bank to raise interest rates since the start of the COVID-19 pandemic has been Norway’s Norges Bank, which lifted its policy rate from zero to 0.25% on Sept. 24. While it has hinted that an additional rate increase is likely in December, and that its policy rate could reach 1.7% toward the end of 2024, that is merely more evidence of monetary policy makers’ extreme reluctance to implement the kind of rate increases that are required to achieve a 2% inflation target consistently.</p>\n<blockquote>\n <b>Today’s risk-asset valuations are utterly detached from reality.</b>\n</blockquote>\n<p>Central banks’ overwhelming reluctance to pursue interest-rate and balance-sheet policies compatible with their inflation targets should come as no surprise. In the years between the start of the Great Moderation in the mid-1980s and the 2007-08 financial crisis, advanced-economy central banks failed to give sufficient weight to financial stability. A prime example was the Bank of England’s loss of all supervisory and regulatory powers when it was granted operational independence in 1997.</p>\n<p><b>Prioritize financial stability over inflation</b></p>\n<p>The result was a financial disaster and a severe cyclical downturn. Confirming the logic of “once bitten, twice shy,” central banks then responded to the COVID-19 pandemic by pursuing unprecedentedly aggressive policies to ensure financial stability. But they also went far beyond what was required, pulling out all the policy stops to support real economic activity.</p>\n<p>Central banks were right to prioritize financial stability over price stability, considering that financial stability itself is a prerequisite for sustainable price stability (and for some central banks’ other target, full employment). The economic and social cost of a financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target. Obviously, very high inflation rates must be avoided, because they, too, can become a source of financial instability; but if preventing a financial calamity requires a few years of high single-digit inflation, the price is well worth it.</p>\n<blockquote>\n <b>There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets.</b>\n</blockquote>\n<p>I hope (and expect) that central banks—not least the Federal Reserve—are ready to respond appropriately if the U.S. federal government breaches its “debt ceiling” on or around Oct. 18. A recent study by Mark Zandi of Moody’s Analytics concludes that a U.S. sovereign debt default could destroy up to 6 million U.S. jobs and wipe out as much as $15 trillion in private wealth. This estimate strikes me as optimistic. If the sovereign default were to be protracted, the costs would probably be much higher.</p>\n<p>In any case, a U.S. sovereign default would also have a dramatic and devastating global impact, afflicting both advanced economies and emerging and developing markets. U.S. sovereign debtTMUBMUSD10Y,1.551%is widely held globally, and the U.S. dollarBUXX,0.43%remains the world’s senior reserve currency.</p>\n<p><b>Vulnerable to financial shocks</b></p>\n<p>Even without a self-inflicted wound like a congressional failure to raise or suspend the debt ceiling, financial fragility is rife nowadays. Household, corporate, financial, and government balance sheets have grown to record highs this century, rendering all four sectors more vulnerable to financial shocks.</p>\n<blockquote>\n <b>The economic and social cost of a</b> \n <b>financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target.</b>\n</blockquote>\n<p>Central banks are the only economic actors capable of addressing the funding and market-liquidity crises that are now part of the new normal. There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets. This is as true in China as it is in the U.S., the eurozone, Japan, and the United Kingdom.</p>\n<p>China’s real-estate bubble—and the household debt secured against it—is likely to implode sooner or later. The dangerously indebted property developer Evergrande could well be the catalyst. But even if Chinese authorities manage to prevent a full-fledged financial meltdown, a deep and persistent economic slump would be unavoidable. Add to that a marked decline in China’s potential growth rate (owing to demographics and enterprise-hostile policies), and the world economy will have lost one of its engines.</p>\n<p><b>Distorted beliefs and enduring bubbles</b></p>\n<p>Across the advanced economies (and in many emerging markets), risk assets, notably equitySPX,+1.05%GDOW,0.04%DJIA,+0.92%and real estate, appear to be materially overvalued, despite recent minor corrections. The only way to avoid this conclusion is to believe that long-run real interest rates today (which are negative in many cases) are at or close to their fundamental values. I suspect that both the long-run real safe interest rate and assorted risk premiums are being artificially depressed by distorted beliefs and enduring bubbles, respectively. If so, today’s risk-asset valuations are utterly detached from reality.</p>\n<blockquote>\n <b>The goals of 2% inflation and maximum employment can wait, but financial stability cannot.</b>\n</blockquote>\n<p>Whenever the inevitable price corrections materialize, central banks, supervisors, and regulators will need to work closely with finance ministries to limit the damage to the real economy. Significant deleveraging by all four sectors (households, nonfinancial corporates, financial institutions, and governments) will be necessary to reduce financial vulnerability and boost resilience. Orderly debt restructuring, including sovereign debt restructuring in several highly vulnerable developing countries, will need to be part of the overdue restoration of financial sustainability.</p>\n<p>Central banks, acting as lenders of last resort (LLR) and market makers of last resort (MMLR), will once again be the linchpins in what is sure to be a chaotic sequence of events. Their contributions to global financial stability have never been more important. The goals of 2% inflation and maximum employment can wait, but financial stability cannot. Since LLR and MMLR operations are conducted in the twilight zone between illiquidity and insolvency, these central-bank activities have marked quasi-fiscal characteristics. Thus, the crisis now waiting in the wings will inevitably diminish central bank independence.</p>\n<p><b><i>Willem H. Buiter is an adjunct professor of international and public affairs at Columbia University.He was global chief economist at Citigroup from 2010 to 2018</i></b>.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The next financial crisis is fast approaching</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\">\nThe next financial crisis is fast approaching\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 17:57 GMT+8 <a href=https://www.marketwatch.com/story/the-next-financial-crisis-is-fast-approaching-11633447555?siteid=yhoof2><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Central banks need to prepare because global stock markets and real estate are overvalued, while leverage is near record levels for households, corporations, banks and governments.\n\nNEW YORK (Project ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-next-financial-crisis-is-fast-approaching-11633447555?siteid=yhoof2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-next-financial-crisis-is-fast-approaching-11633447555?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140605265","content_text":"Central banks need to prepare because global stock markets and real estate are overvalued, while leverage is near record levels for households, corporations, banks and governments.\n\nNEW YORK (Project Syndicate)— Since early 2020, central banks across the advanced economies have had to choose between pursuing financial stability, low (typically 2%) inflation, or real economic activity. Without exception, they have opted in favor of financial stability, followed by real economic activity, with inflation last.\nAs a result, the only advanced-economy central bank to raise interest rates since the start of the COVID-19 pandemic has been Norway’s Norges Bank, which lifted its policy rate from zero to 0.25% on Sept. 24. While it has hinted that an additional rate increase is likely in December, and that its policy rate could reach 1.7% toward the end of 2024, that is merely more evidence of monetary policy makers’ extreme reluctance to implement the kind of rate increases that are required to achieve a 2% inflation target consistently.\n\nToday’s risk-asset valuations are utterly detached from reality.\n\nCentral banks’ overwhelming reluctance to pursue interest-rate and balance-sheet policies compatible with their inflation targets should come as no surprise. In the years between the start of the Great Moderation in the mid-1980s and the 2007-08 financial crisis, advanced-economy central banks failed to give sufficient weight to financial stability. A prime example was the Bank of England’s loss of all supervisory and regulatory powers when it was granted operational independence in 1997.\nPrioritize financial stability over inflation\nThe result was a financial disaster and a severe cyclical downturn. Confirming the logic of “once bitten, twice shy,” central banks then responded to the COVID-19 pandemic by pursuing unprecedentedly aggressive policies to ensure financial stability. But they also went far beyond what was required, pulling out all the policy stops to support real economic activity.\nCentral banks were right to prioritize financial stability over price stability, considering that financial stability itself is a prerequisite for sustainable price stability (and for some central banks’ other target, full employment). The economic and social cost of a financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target. Obviously, very high inflation rates must be avoided, because they, too, can become a source of financial instability; but if preventing a financial calamity requires a few years of high single-digit inflation, the price is well worth it.\n\nThere is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets.\n\nI hope (and expect) that central banks—not least the Federal Reserve—are ready to respond appropriately if the U.S. federal government breaches its “debt ceiling” on or around Oct. 18. A recent study by Mark Zandi of Moody’s Analytics concludes that a U.S. sovereign debt default could destroy up to 6 million U.S. jobs and wipe out as much as $15 trillion in private wealth. This estimate strikes me as optimistic. If the sovereign default were to be protracted, the costs would probably be much higher.\nIn any case, a U.S. sovereign default would also have a dramatic and devastating global impact, afflicting both advanced economies and emerging and developing markets. U.S. sovereign debtTMUBMUSD10Y,1.551%is widely held globally, and the U.S. dollarBUXX,0.43%remains the world’s senior reserve currency.\nVulnerable to financial shocks\nEven without a self-inflicted wound like a congressional failure to raise or suspend the debt ceiling, financial fragility is rife nowadays. Household, corporate, financial, and government balance sheets have grown to record highs this century, rendering all four sectors more vulnerable to financial shocks.\n\nThe economic and social cost of a\nfinancial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target.\n\nCentral banks are the only economic actors capable of addressing the funding and market-liquidity crises that are now part of the new normal. There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets. This is as true in China as it is in the U.S., the eurozone, Japan, and the United Kingdom.\nChina’s real-estate bubble—and the household debt secured against it—is likely to implode sooner or later. The dangerously indebted property developer Evergrande could well be the catalyst. But even if Chinese authorities manage to prevent a full-fledged financial meltdown, a deep and persistent economic slump would be unavoidable. Add to that a marked decline in China’s potential growth rate (owing to demographics and enterprise-hostile policies), and the world economy will have lost one of its engines.\nDistorted beliefs and enduring bubbles\nAcross the advanced economies (and in many emerging markets), risk assets, notably equitySPX,+1.05%GDOW,0.04%DJIA,+0.92%and real estate, appear to be materially overvalued, despite recent minor corrections. The only way to avoid this conclusion is to believe that long-run real interest rates today (which are negative in many cases) are at or close to their fundamental values. I suspect that both the long-run real safe interest rate and assorted risk premiums are being artificially depressed by distorted beliefs and enduring bubbles, respectively. If so, today’s risk-asset valuations are utterly detached from reality.\n\nThe goals of 2% inflation and maximum employment can wait, but financial stability cannot.\n\nWhenever the inevitable price corrections materialize, central banks, supervisors, and regulators will need to work closely with finance ministries to limit the damage to the real economy. Significant deleveraging by all four sectors (households, nonfinancial corporates, financial institutions, and governments) will be necessary to reduce financial vulnerability and boost resilience. Orderly debt restructuring, including sovereign debt restructuring in several highly vulnerable developing countries, will need to be part of the overdue restoration of financial sustainability.\nCentral banks, acting as lenders of last resort (LLR) and market makers of last resort (MMLR), will once again be the linchpins in what is sure to be a chaotic sequence of events. Their contributions to global financial stability have never been more important. The goals of 2% inflation and maximum employment can wait, but financial stability cannot. Since LLR and MMLR operations are conducted in the twilight zone between illiquidity and insolvency, these central-bank activities have marked quasi-fiscal characteristics. Thus, the crisis now waiting in the wings will inevitably diminish central bank independence.\nWillem H. Buiter is an adjunct professor of international and public affairs at Columbia University.He was global chief economist at Citigroup from 2010 to 2018.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855314836,"gmtCreate":1635336093661,"gmtModify":1635336093661,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Boring is Gold’","listText":"Boring is Gold’","text":"Boring is Gold’","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855314836","repostId":"2178408679","repostType":4,"repost":{"id":"2178408679","pubTimestamp":1635248021,"share":"https://www.laohu8.com/m/news/2178408679?lang=&edition=full","pubTime":"2021-10-26 19:33","market":"us","language":"en","title":"These 10 Stocks Make Up 87% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2178408679","media":"Motley Fool","summary":"Diversification isn't a necessity if you know what you're doing, according to Buffett.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.</li>\n <li>Despite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.</li>\n</ul>\n<p>When it comes to investing success, <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.</p>\n<p>Interestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/533403f3176e26f5f4da7e08dd122471\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>BERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.</span></p>\n<h2>1. Apple: $134.9 billion</h2>\n<p>Innovation kingpin <b>Apple</b> (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.</p>\n<p>Buffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9921669d6e72984233e143b35e65df21\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>2. Bank of America: $49.1 billion</h2>\n<p>There isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in <b>Bank of America</b> (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.</p>\n<p>Bank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).</p>\n<p>Also, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd7f6a702501b8ac4441d5357965f786\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: AMERICAN EXPRESS.</span></p>\n<h2>3. American Express: $28.4 billion</h2>\n<p>A big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender <b>American Express </b>(NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.</p>\n<p>AmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.</p>\n<p>Further, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f64dcdff17a24b8a4e277db734557537\" tg-width=\"2000\" tg-height=\"1334\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: COCA-COLA.</span></p>\n<h2>4. Coca-Cola: $21.8 billion</h2>\n<p>Beverage giant <b>Coca-Cola</b> (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.</p>\n<p>While Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.</p>\n<p>Coke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56aaf3a83c0f4feecb7dc3e505a5298c\" tg-width=\"2000\" tg-height=\"1338\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>5. Kraft Heinz: $11.8 billion</h2>\n<p>Consumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company <b>Kraft Heinz</b> (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.</p>\n<p>Although Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.</p>\n<p>If there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159f9f94399bca4160083c4b00edfb0e\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>6. Moody's: $9.4 billion</h2>\n<p>Credit ratings agency and analytics company <b>Moody's</b> (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from <b>Dun & Bradstreet</b> in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).</p>\n<p>In recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.</p>\n<p>Meanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11fba9965f7be6784fbbeabc01181fb3\" tg-width=\"2000\" tg-height=\"1332\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: U.S. BANK.</span></p>\n<h2>7. U.S. Bancorp: $9.2 billion</h2>\n<p>Have I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank <b>U.S. Bancorp</b> (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.</p>\n<p>What's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019. Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.</p>\n<p>U.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d38c1453d695e1c76cb6d457fd617a96\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>8. BYD Corp.: $8.6 billion</h2>\n<p>Something you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer <b>BYD</b> (OTC:BYDDY). Today that investment is worth around $8.6 billion.</p>\n<p>EVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.</p>\n<p>In the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58fe938d5ce6d8662de9a7f51aec083f\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>9. Verizon Communications: $8.4 billion</h2>\n<p>The newest big investment from Warren Buffett is telecom stock <b>Verizon</b> (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.</p>\n<p>On one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.</p>\n<p>On the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b509a39788add5661cdd65e95d5cc808\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<h2>10. Bank of New York Mellon: $4.4 billion</h2>\n<p><b>Bank of New York Mellon</b> (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.</p>\n<p>The likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.</p>\n<p>However, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Stocks Make Up 87% of Warren Buffett's Portfolio</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Stocks Make Up 87% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 19:33 GMT+8 <a href=https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","BAC":"美国银行","AXP":"美国运通","MCO":"穆迪","AAPL":"苹果","BRK.A":"伯克希尔","USB":"美国合众银行","BRK.B":"伯克希尔B","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/10/26/10-stocks-make-up-87-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178408679","content_text":"Key Points\n\nThe Oracle of Omaha has created over $600 billion in value for Berkshire Hathaway's shareholders since 1965.\nDespite owning stakes in nearly four dozen companies, just 10 stocks make up 87% of Berkshire's $329.7 billion investment portfolio.\n\nWhen it comes to investing success, Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is in a class of his own. Buffett may not be infallible, but he's helped create more than $600 billion in shareholder value for the company's shareholders since taking the helm in 1965. As a whole, Berkshire Hathaway's shares have averaged an annual gain of 20% over the past 56 years, leading to an aggregate gain of better than 3,300,000%.\nInterestingly, though, the Oracle of Omaha's success isn't the result of diversification. Buffett believes diversification is only a necessity if you don't know what you're doing. As of this past weekend, the cumulative value of the nearly four dozen stocks held by Berkshire Hathaway was $329.7 billion. However, just 10 companies made up $286.1 billion, or 87%, of Warren Buffett's portfolio.\nBERKSHIRE HATHAWAY CEO WARREN BUFFETT. IMAGE SOURCE: THE MOTLEY FOOL.\n1. Apple: $134.9 billion\nInnovation kingpin Apple (NASDAQ:AAPL) is often referred to by the Oracle of Omaha as Berkshire Hathaway's \"third business.\" With over 907 million shares held and Apple regularly buying back its common stock, Berkshire's stake in the company has grown to 5.5%.\nBuffett's Apple investment is all about the power of branding, innovation, and transformation. Apple is the leading smartphone brand in the U.S., is benefiting immensely from the introduction of 5G wireless capability, and is steadily transforming itself into a platforms' company that'll be focused on subscription services. This shift, led by CEO Tim Cook, will allow Apple to better weather product replacement cycles, and it should have a positive long-term effect on operating margins and customer loyalty.\nIMAGE SOURCE: GETTY IMAGES.\n2. Bank of America: $49.1 billion\nThere isn't an industry Warren Buffett loves more than bank stocks. With permission from the Federal Reserve Bank of Richmond, Berkshire Hathaway has increased its stake in Bank of America (NYSE:BAC) to more than 1 billion shares, or 12.5% of outstanding shares. Normally, a 10% stake or higher would qualify an investor like Berkshire Hathaway as a bank holding company.\nBank of America is the most interest-sensitive of the money-center banks, which means it's the best-positioned to take advantage of higher lending rates come 2023 (and beyond).\nAlso, BofA has done an enviable job of promoting digital banking. With more bank customers than ever transacting online or via mobile app, Bank of America has been able to cut costs by consolidating some of its physical branches.\nIMAGE SOURCE: AMERICAN EXPRESS.\n3. American Express: $28.4 billion\nA big theme within Buffett's investment portfolio is that he loves financial stocks. Payment processor and lender American Express (NYSE:AXP) is the third longest-tenured company, with Berkshire holding a position since 1993.\nAmEx's success has long been tied to its ability to draw in affluent clientele. The well-to-do are less likely to alter their spending habits when minor economic contractions or recessions arise.\nFurther, American Express is what I call a \"double-dipper.\" In addition to processing credit transactions, it also acts as a lender, and is therefore able to collect interest income and fees from cardholders. Since economic expansions last for years, AmEx is a good bet to excel for long periods of time.\nIMAGE SOURCE: COCA-COLA.\n4. Coca-Cola: $21.8 billion\nBeverage giant Coca-Cola (NYSE:KO) happens to be Buffett's longest-turned holding. Berkshire Hathaway has held shares of Coke on an uninterrupted basis since 1988. With a cost basis on Coke of $3.25, Buffett and his investing team are now netting a 52% annual yield on cost.\nWhile Coca-Cola isn't the growth story it once was, it's still quite dominant. Its products can be found in all but two countries worldwide (North Korea and Cuba), and it has more than 20 brands generating $1 billion or more in annual sales.\nCoke also controls 20% of cold beverage market share in developed countries and 10% of cold beverage share in emerging markets. This gives the company highly predictable cash flow in established markets and organic growth potential in emerging regions.\nIMAGE SOURCE: GETTY IMAGES.\n5. Kraft Heinz: $11.8 billion\nConsumer staples stocks no longer comprise a large percentage of Buffett's portfolio like they did two decades ago. However, packaged-foods company Kraft Heinz (NASDAQ:KHC) is no slouch. At $11.8 billion, it's Berkshire Hathaway's fifth-largest holding.\nAlthough Kraft Heinz is benefiting from the pandemic -- i.e., more consumers are eating at home -- it's arguably been one of Buffett's worst investments. The Oracle of Omaha freely admits that Heinz overpaid for Kraft Foods in 2015. Four years later, it led to a writedown in excess of $15 billion.\nIf there is a bright side, it's that Kraft Heinz is paying a hearty 4.4% yield. Nevertheless, with a 26.6% stake in Kraft Heinz, Buffett could reasonably be described as \"stuck\" in this position.\nIMAGE SOURCE: GETTY IMAGES.\n6. Moody's: $9.4 billion\nCredit ratings agency and analytics company Moody's (NYSE:MCO) is another longtime holding that's grown into a huge position. Moody's has been a holding since it was spun off from Dun & Bradstreet in 2000, with Berkshire sporting an unrealized gain of more than 3,700%, thus far (not including dividends).\nIn recent years, historically low lending rates have been a boon for Moody's. The ability for corporations to issue low-interest debt has kept its bond-rating agency busy.\nMeanwhile, the complexity of the financial markets and ever-changing tax landscape have helped drive consistent double-digit growth to Moody's Analytics segment.\nIMAGE SOURCE: U.S. BANK.\n7. U.S. Bancorp: $9.2 billion\nHave I mentioned that Warren Buffett likes bank stocks? Although BofA is his clear favorite, Berkshire's position in regional bank U.S. Bancorp (NYSE:USB) is pretty much always just below the 10% threshold that would qualify it as a bank holding company.\nWhat's really impressive about U.S. Bancorp is its digitization push. In the September-ended quarter, 80% of all transactions were completed digitally, up 13 percentage points from the comparable quarter in 2019. Since online or mobile transactions are significantly cheaper than branch-based transactions, the company has been able to consolidate its branches to improve its operating efficiency.\nU.S. Bancorp also avoided the riskier derivative investments that sacked money-center banks during the financial crisis. By sticking to the bread-and-butter of banking (i.e., loan and deposit growth), it's been able to deliver industry-topping return on assets.\nIMAGE SOURCE: GETTY IMAGES.\n8. BYD Corp.: $8.6 billion\nSomething you might not realize about Buffett is that he invested a little over $231 million in 2008 into China-based electric vehicle (EV) manufacturer BYD (OTC:BYDDY). Today that investment is worth around $8.6 billion.\nEVs are a no-brainer growth trend globally, but are an especially intriguing investment idea in China, the world's largest auto market. According to the Society of Automotive Engineers of China, half of all auto sales by 2035 in China are expected to be some form of alternative energy.\nIn the third quarter, BYD sold approximately 183,000 next-gen vehicles, which includes EVs and hybrids. If looking at just EVs, the company sold close to 92,000, which was nearly triple the year-ago quarter.\nIMAGE SOURCE: GETTY IMAGES.\n9. Verizon Communications: $8.4 billion\nThe newest big investment from Warren Buffett is telecom stock Verizon (NYSE:VZ). The Oracle of Omaha and his team acquired nearly $9 billion worth of Verizon shares in the first and second quarters of 2021.\nOn one hand, there's a good likelihood that Verizon will benefit from the rollout of 5G wireless infrastructure. Though its high-growth days are long gone, Verizon should benefit from increased data consumption as more consumers and businesses upgrade their devices. Since data is the company's key margin driver, the profitability arrow is pointing higher.\nOn the other hand, the real lure for Buffett and his team might be Verizon's rock-solid 4.8% yield. With inflation rising and bond yields still near historic lows, a dividend stock like Verizon is a smart and safe way to generate income.\nIMAGE SOURCE: GETTY IMAGES.\n10. Bank of New York Mellon: $4.4 billion\nBank of New York Mellon (NYSE:BK), the largest custodian bank in the world, rounds out the top 10.\nThe likely reason Buffett has stuck by Bank of New York Mellon is the company's safer revenue stream. Whereas traditional banks rely on net interest income from loans for their bulk of their revenue, trust banks like Bank of NY Mellon generate most of their revenue from fees based on assets under custody. Even if interest rates change, BNY Mellon will see less of an impact than traditional banks.\nHowever, it's worth pointing out that because BNY Mellon also operating as an asset manager, lower interest rates have modestly pinched its profit potential. In many ways, Buffett's portfolio is going to benefit when interest rates and yields start climbing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609942158,"gmtCreate":1638234816939,"gmtModify":1638234890725,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Who likes to see more green days? 💚💚💚","listText":"Who likes to see more green days? 💚💚💚","text":"Who likes to see more green days? 💚💚💚","images":[{"img":"https://static.tigerbbs.com/731f743157d92d1f5273e375fef209de","width":"1125","height":"2284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609942158","isVote":1,"tweetType":1,"viewCount":1538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871861012,"gmtCreate":1637052658193,"gmtModify":1637052658375,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Like!","listText":"Like!","text":"Like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871861012","repostId":"1195660296","repostType":4,"repost":{"id":"1195660296","pubTimestamp":1637045792,"share":"https://www.laohu8.com/m/news/1195660296?lang=&edition=full","pubTime":"2021-11-16 14:56","market":"us","language":"en","title":"Razer execs plan to value firm at up to US$4.5 bln in take-private deal -sources","url":"https://stock-news.laohu8.com/highlight/detail?id=1195660296","media":"Reuters","summary":"A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hard","content":"<p>A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hardware maker at up to HK$35 billion ($4.5 billion) in a deal to take it private, two people with direct knowledge of the matter said.</p>\n<p>Chairman Min-Liang Tan and non-executive director Kaling Lim, with a combined stake of nearly 60% in Razer, are leading a group to offer up to HK$4 per share for the deal, the people said. That is almost double Razer's average share price of HK$2.1 over the past month.</p>\n<p>The move comes as the consortium believes Razer, based in the United States and Singapore, has been undervalued in Hong Kong where investors typically pay more attention to tech firms from mainland China, the people added, declining to be identified due to confidentiality constraints.</p>\n<p>Razer declined to comment. Tan and Lim also declined to comment on a Reuters query made via the company.</p>\n<p>In late October, a company filing said Tan and Lim were in preliminary talks with financial investors to explore the possibility of a transaction involving the company which may or may not lead to a general offer for its shares.</p>\n<p>The consortium is also in talks with private equity firm CVC Capital Partners for the buyout, said one of the two people and two other people with knowledge of the matter.</p>\n<p>Buyout firm KKR has also studied the deal but has yet to decide on whether it will invest, said the first two people and another person.</p>\n<p>KKR declined to comment. CVC did not immediately respond to a request for comment.</p>\n<p>The talks have advanced and the consortium is looking to announce the deal by end-2021, the first two people said.</p>\n<p>The consortium aims to eventually list Razer in New York to take advantage of higher valuations for tech stocks, the first two people told Reuters.</p>\n<p>RAZER PERFORMANCE</p>\n<p>Founded in the United States and Singapore in 2005, Razer has grown from making wireless mice to manufacturing gaming laptops, gaming keyboards and other accessories.</p>\n<p>It swung to a record net profit of $31.3 million in the first half of 2021, riding a gaming boom as COVID-19-related lockdowns kept people at home, compared to a net loss of $17.7 million a year earlier. The United States accounted for 42% of its first-half revenue.</p>\n<p>Razer went public at HK$3.88 per share in the Asian financial hub in 2017, in a stellar debut powered by strong retail demand for new technology stocks.</p>\n<p>But its stock more than halved last month from this year's peak of HK$3.36 in February, while the benchmark Hang Seng Index fell 24% over the same period.</p>\n<p>However, the shares have jumped 30% to five-month highs since the October filing on Tan and Lim's talks with investors.</p>\n<p>A transaction would add to a surge in strategic investors and buyout firms tapping Hong Kong companies for take-private opportunities, attracted by undervalued shares.</p>\n<p>Hong Kong-listed firms have been involved in $8.15 billion worth of take-private deals in 2021, versus $23 billion for all of last year, Refinitiv data showed.</p>\n<p>($1 = 7.7923 Hong Kong dollars)</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>Razer execs plan to value firm at up to US$4.5 bln in take-private deal -sources</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\">\nRazer execs plan to value firm at up to US$4.5 bln in take-private deal -sources\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 14:56 GMT+8 <a href=https://finance.yahoo.com/news/razer-execs-plan-value-firm-043540878.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hardware maker at up to HK$35 billion ($4.5 billion) in a deal to take it private, two people with ...</p>\n\n<a href=\"https://finance.yahoo.com/news/razer-execs-plan-value-firm-043540878.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01337":"雷蛇"},"source_url":"https://finance.yahoo.com/news/razer-execs-plan-value-firm-043540878.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195660296","content_text":"A consortium led by Razer Inc's top executives is planning to value the Hong Kong-listed gaming hardware maker at up to HK$35 billion ($4.5 billion) in a deal to take it private, two people with direct knowledge of the matter said.\nChairman Min-Liang Tan and non-executive director Kaling Lim, with a combined stake of nearly 60% in Razer, are leading a group to offer up to HK$4 per share for the deal, the people said. That is almost double Razer's average share price of HK$2.1 over the past month.\nThe move comes as the consortium believes Razer, based in the United States and Singapore, has been undervalued in Hong Kong where investors typically pay more attention to tech firms from mainland China, the people added, declining to be identified due to confidentiality constraints.\nRazer declined to comment. Tan and Lim also declined to comment on a Reuters query made via the company.\nIn late October, a company filing said Tan and Lim were in preliminary talks with financial investors to explore the possibility of a transaction involving the company which may or may not lead to a general offer for its shares.\nThe consortium is also in talks with private equity firm CVC Capital Partners for the buyout, said one of the two people and two other people with knowledge of the matter.\nBuyout firm KKR has also studied the deal but has yet to decide on whether it will invest, said the first two people and another person.\nKKR declined to comment. CVC did not immediately respond to a request for comment.\nThe talks have advanced and the consortium is looking to announce the deal by end-2021, the first two people said.\nThe consortium aims to eventually list Razer in New York to take advantage of higher valuations for tech stocks, the first two people told Reuters.\nRAZER PERFORMANCE\nFounded in the United States and Singapore in 2005, Razer has grown from making wireless mice to manufacturing gaming laptops, gaming keyboards and other accessories.\nIt swung to a record net profit of $31.3 million in the first half of 2021, riding a gaming boom as COVID-19-related lockdowns kept people at home, compared to a net loss of $17.7 million a year earlier. The United States accounted for 42% of its first-half revenue.\nRazer went public at HK$3.88 per share in the Asian financial hub in 2017, in a stellar debut powered by strong retail demand for new technology stocks.\nBut its stock more than halved last month from this year's peak of HK$3.36 in February, while the benchmark Hang Seng Index fell 24% over the same period.\nHowever, the shares have jumped 30% to five-month highs since the October filing on Tan and Lim's talks with investors.\nA transaction would add to a surge in strategic investors and buyout firms tapping Hong Kong companies for take-private opportunities, attracted by undervalued shares.\nHong Kong-listed firms have been involved in $8.15 billion worth of take-private deals in 2021, versus $23 billion for all of last year, Refinitiv data showed.\n($1 = 7.7923 Hong Kong dollars)","news_type":1},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871860617,"gmtCreate":1637052394024,"gmtModify":1637052394236,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Meme stock?","listText":"Meme stock?","text":"Meme stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871860617","repostId":"1160740007","repostType":4,"repost":{"id":"1160740007","pubTimestamp":1637034481,"share":"https://www.laohu8.com/m/news/1160740007?lang=&edition=full","pubTime":"2021-11-16 11:48","market":"us","language":"en","title":"Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1160740007","media":"seekingalpha","summary":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competit","content":"<p>Summary</p>\n<ul>\n <li>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.</li>\n <li>In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.</li>\n <li>At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>Nvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>\n<p>Nothing but expectations</p>\n<p>Recently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.</p>\n<p>The company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:</p>\n<blockquote>\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n</blockquote>\n<blockquote>\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n</blockquote>\n<p>The goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!</p>\n<p>What bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.</p>\n<p>But that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:</p>\n<blockquote>\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n</blockquote>\n<blockquote>\n <img src=\"https://static.tigerbbs.com/60a717d69de6b7f73e2ac4764f6e2d5f\" tg-width=\"640\" tg-height=\"150\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">\n</blockquote>\n<blockquote>\n <i>Microsoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author</i>\n</blockquote>\n<blockquote>\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n</blockquote>\n<p>As with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.</p>\n<p>And then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665c228fc6b50397b6fe547b6c1dbb3\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source:Investor presentation</span></p>\n<p>Now Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.</p>\n<p>But it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.</p>\n<p>In short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:</p>\n<blockquote>\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n</blockquote>\n<blockquote>\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n</blockquote>\n<blockquote>\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n</blockquote>\n<blockquote>\n <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24cf0a0daa9c8b638e461a9bdaf0d1a9\" tg-width=\"640\" tg-height=\"407\" width=\"100%\" height=\"auto\"><span>Source:Nuvia Webpage</span></p>\n</blockquote>\n<p>Most recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:</p>\n<blockquote>\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n</blockquote>\n<p>So it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.</p>\n<p>Managing expectations</p>\n<p>With a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.</p>\n<p>Nevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d1916e5f56a5eee93d4c1c93e254afc\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>So we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7635beca779966b95afc457e2942d3f3\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"><span>Source: www.dividendStocks.Cash</span></p>\n<p>Even when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.</p>\n<p><img src=\"https://static.tigerbbs.com/334c1692ae1a107d16b6c981312c34fb\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>For the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff075390e6e0c070e102d3010f93296\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"><span>Source:alphaspread.com/estimates by author</span></p>\n<p>Based on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71fe4a0463babd595f753a0776e80efd\" tg-width=\"376\" tg-height=\"383\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Investors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e8d3231ad0480f4042265afdcf2911d\" tg-width=\"640\" tg-height=\"226\" width=\"100%\" height=\"auto\"><span>Source:Discount rate history for Nvidia</span></p>\n<p>You can see the result here: The Nvidia share would then be overvalued by almost 75 percent.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3b3bab8c4014934702ed6382e76202\" tg-width=\"379\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Source: alphaspread.com/estimates by author</span></p>\n<p>Conclusion</p>\n<p>There is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade</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\">\nNvidia Became A Meme Stock And Is Overvalued By At Least 50 Percent For The Coming Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 11:48 GMT+8 <a href=https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment ...</p>\n\n<a href=\"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4469673-nvidia-overvalued-by-at-least-50-percent","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1160740007","content_text":"Summary\n\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector.\nIn my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years.\nAt its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\n\nIntroduction\nNvidia's (NVDA) share price has followed a parabolic trend over the last few weeks, even in a logarithmic chart. In addition to the prolonged growth that accompanied the general optimistic stock market sentiment and the hype around tech stocks, we now see a short-term growth spurt. However, with the recent growth that has carried the company to a market cap of $760 billion, the stock has finally become a speculative bubble, joining all the other meme stocks. Thus, with Nvidia, I think we see how little an excellent business model has to do with an excellent investment. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.\nNothing but expectations\nRecently, hype sentiment has carried the share upwards. For this hype sentiment, theMetaverse/Omniverse, AI, and the Arm deal were the main reasons for exuberant optimism among Nvidia bulls.\nThe company created a lot of excitement around its appearance at the GTC conference and the introduction of the omniverse platform. With this platform, Nvidia wants to create virtual worldsin particular:\n\n Omniverse - a platform that serves as the connective tissue for physically accurate 3D virtual worlds - is gaining new features such as AR, VR and multi-GPU rendering, as well as integrations for infrastructure and industrial digital-twin applications with software from Bentley Systems and Esri.\n\n\n Omniverse enables engineers and designers to build physically accurate digital twins of buildings and products, or create massive, true-to-reality simulation environments for training robots or autonomous vehicles before they're deployed in the physical world.\n\nThe goal behind Omniverse is to create an ecosystem that is used by many industries worldwide. What is particularly exciting is that companies can create virtual twins of reality. The areas of application are manifold. For example, companies can test their products in this virtual world. It doesn't matter whether it's telecommunications companies that want to try the range of their transmission towers or data connection tools or car manufacturers that want to test the characteristics of cars in a real-life virtual environment. Instead of driving on a test track, the tests can take place in a virtual world. Awesome!\nWhat bugs me about this, however, are the many buzzwords. All these flowering words about quantum computers, AI, cyber security, etc., run through the entire (but otherwise fascinating and worth seeing) presentation. Of course, investors always need to clean up such presentations of all the advertising and touting to grasp the realistic opportunities. In the end, I think we are getting into the future that Nvidia is drawing for us. It may look different here and there, but the opportunities and monetization possibilities around virtual reality or virtual twins will be enormous and catapult us into the post-Internet age.\nBut that brings us to the point. You don't have to have owned Microsoft (MSFT) shares in 2000 to see the parallels. With Microsoft, as with many Internet stocks, there was great euphoria about the future of the Internet and the associated (disruptive)business opportunities:\n\n Before the dot.com or tech bubble burst, investors were convinced of the possibilities of the Internet, digitalization, and technical progress. Microsoft, it seemed, was the gatekeeper to this world with its Windows operating system and the Internet Explorer. The investors saw themselves at the beginning of a vast cycle. And Microsoft was able to keep its promises. By 1999, the company had increased its annual revenue by 30%. Besides, Microsoft was profitable even then and was able to increase its profits more than five-fold from 1995 to 2000.\n\n\n\n\n\nMicrosoft revenue & EPS from 1995-2001; taken from MSFT investor relation/graph by author\n\n\n But then, the bubble started to burst, and Judge Thomas Penfield Jacksondecidedthat Microsoft had violated the Sherman Antitrust Act due to abusive behavior, which only accelerated the bursting of the tech bubble. You know the rest of the story.\n\nAs with Microsoft in the dot.com bubble, the problem I see with Nvidia is that investors are euphorically betting on something that does not yet exist. So much of this future is currently priced into the share price without it even being clear what will end up in shareholders' pockets in the form of profits, cash flows, or dividends. Think of all the dot.com bubbles that burst even though companies like Cisco (CSCO) or Microsoft could deliver on their growth promises. Here we see the classic difference between companies and investments. An investment in a terrific company can still be a bad investment if the price is too high. If investors now buy Nvidia because of the Omniverse, it is nothing but a big gamble.\nAnd then, of course, there is Nvidia's classic business around the GPU and the Tegra processors. Here Nvidia is very successful. But this business is anything but a moat. Yes, Nvidia was able to increase sales and profits with it massively. The company has benefited primarily from the fact that the architecture of GPUs is superior to that of pure CPUs, such as those offered by Intel (INTC), for many applications such as high-performance computing, gaming, and servers.\nSource:Investor presentation\nNow Nvidia is looking to gain a foothold in the CPU market with the $40 billion Arm acquisition, using Arm's business model to secure the company's licenses. The Arm architecture is a key technology, especially for the entire smartphone industry. Arm is the architecture behind the SoCs used in virtually all smartphones and most tablet computers.\nBut it is not at all clear whether the deal will go through and at what price. Competition authorities such as the British CMA see considerable competition concerns and will presumably tie approval to significant concessions. Even if Nvidia does get clearance, the competition watchdogs will closely look at licensing practices. Unfortunately for Nvidia, and even though Arm does not make chips, the current chip shortage is prompting competition authorities to scrutinize the merger even more closely as the entire chip industry comes under scrutiny.\nIn short, the Arm deal may ultimately bring more advantages than disadvantages for Nvidia, but it is uncertain to what extent advance praise is justified here. Investors should not forget that the competition is not sleeping. Qualcomm, in particular, is very active right now and has made a significant strategic move with the NUVIA acquisition. I have already written about NUVIAhereandhere, which Qualcomm acquired for $1.4 billion:\n\n And then there's the startup NUVIA, which former Apple employees founded. CEO Amon wants to attack Apple's M1 processors with the acquired start-up and enter the laptop market next year. Qualcomm had previously tried integrating a smartphone SoC into a notebook with only minor modifications and okayish results.\n\n\n But now Qualcomm wants to release a Nuvia SoC based on ARM architecturenext year. This step would reduce Qualcomm's dependency on ARM and Nvidia enormously. Conversely, Qualcomm does not have much to lose since it can still license ARM technology from Nvidia in an emergency. The competition authorities will probably look particularly closely at the takeover of ARM by Nvidia to ensure that Nvidia does not put Qualcomm or other potential licensees at a disadvantage with too high license fees.\n\n\n The first comparisons of NUVIA's Phoenix chip to other chip suppliers already show a significant outperformance:\n\n\nSource:Nuvia Webpage\n\nMost recently, Qualcomm has been very optimistic about the prospects around the NUVIA deal:\n\n We are pleased with the strong market validation of Arm-based personal computing in the industry transition to a new SoC architecture. We're more confident than ever in the connected computing opportunity, our upcoming solutions powered by our NUVIA CPUs, and our collaboration with Microsoft. We're also seeing increased traction in consumer electronics.\n\nSo it is not that Nvidia will single-handedly dominate the Arm market. The competitive pressure is no less in the other business areas either. Above all, the eternal GPU competitor AMD (AMD) will continue to put pressure on the company. In autonomous driving, Intel is a heavyweight competitor alongside Tesla (TSLA), following its acquisition of the Israeli companyMobileye for over $15 billion in 2017.\nManaging expectations\nWith a P/E ratio of over 100, Nvidia would have to quadruple its profits to reach a valuation of 25, which is reasonable for a growth company. And admittedly, Nvidia has already achieved such growth.\nNevertheless, investors who invest in Nvidia now are speculating that Nvidia will increase its profits in the same way for the coming years. Of course, the company has already managed such developments in the past. In 2005, Nvidia was able to push its earnings per share from $0.05 to $0.33 within three years, which corresponds to a six-fold increase. But already in 2009 and 2010, Nvidia made losses. Only in 2017, it was it able to lift EPS above the 2008 level. Investors have to face it: profit increases are not a one-way street, especially not in the tech sector. And even analysts do not expect Nvidia to increase profits fast enough to reach reasonable valuation levels based on the current share price over the following years. In 2020, adjusted EPS was $2.50. Below you see expected earnings for the subsequent years, and you can also see that even the most optimistic analyst out of 19 surveyed does not expect Nvidia to achieve EPS higher than $7.25 in 2024.\nSource: www.dividendStocks.Cash\nSo we are far from saying that Nvidia will reach reasonable multiples in the next 4, 5, or 6 years based on today's share price. Even if we set the fair P/E multiple at 40. Considering the expected earnings, this results in an overvaluation of almost 30% even until 2024.\nSource: www.dividendStocks.Cash\nEven when looking at a DCF analysis, we see the apparent overvaluation and massive downside potential. Below you can see the expectations for the sales development until 2024.\n\nFor the DCF analysis, I even assume a much more optimistic scenario where the company will increase sales significantly higher. I also assume an improvement in margins.\nSource:alphaspread.com/estimates by author\nBased on these figures and assuming a discount rate of 9%, we see that Nvidia is overvalued by 50 percent, which is essentially in line with the fundamental valuation.\nSource: alphaspread.com/estimates by author\nInvestors should not forget that we could also see a change in interest rates next year. A discount rate of 9 percent could therefore be far too low. To remind you, the cost of equity was already 10 percent for Nvidia at the end of 2019. So what happens if we continue to take an optimistic growth scenario but increase the discount rate to 12 percent?\nSource:Discount rate history for Nvidia\nYou can see the result here: The Nvidia share would then be overvalued by almost 75 percent.\nSource: alphaspread.com/estimates by author\nConclusion\nThere is no such thing as eternal dominance, especially not in the innovation- and competition-driven tech sector. In my view, Nvidia does not offer a good risk/reward ratio as an investment for the next five to ten years. At its current price, the stock is overvalued for the next few years and offers nothing more than a massive downside potential of more than 50 percent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823248747,"gmtCreate":1633644686836,"gmtModify":1633644686999,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"the genie wants to grant wishes (pros) but his Master controls him (cons)…","listText":"the genie wants to grant wishes (pros) but his Master controls him (cons)…","text":"the genie wants to grant wishes (pros) but his Master controls him (cons)…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823248747","repostId":"2173497159","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829288145,"gmtCreate":1633514411868,"gmtModify":1633516589748,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Past performance does not guarantee futureresults.","listText":"Past performance does not guarantee futureresults.","text":"Past performance does not guarantee futureresults.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829288145","repostId":"1103782575","repostType":4,"repost":{"id":"1103782575","pubTimestamp":1633486462,"share":"https://www.laohu8.com/m/news/1103782575?lang=&edition=full","pubTime":"2021-10-06 10:14","market":"us","language":"en","title":"Don't worry (too much) about an October market crash","url":"https://stock-news.laohu8.com/highlight/detail?id=1103782575","media":"CNN Business","summary":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously cras","content":"<p><b>New York (CNN Business) - </b>October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.</p>\n<p>But the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.</p>\n<p>According to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.</p>\n<p>\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"</p>\n<p>And it could be better than average this October, because there are no potentially game-changing election results coming in November.</p>\n<p>Since 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.</p>\n<p>\"It turns out stocks don't like politics much,\" Detrick said.</p>\n<p><b>Many risks remain but outlook still promising for stocks</b></p>\n<p>Of course DC headlines could still roil the market this year, albeit not because of an election.</p>\n<p>The debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.</p>\n<p>\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.</p>\n<p>That said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.</p>\n<p>Stocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.</p>\n<p>With that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.</p>\n<p>Yes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.</p>\n<p>But although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.</p>\n<p>\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"</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>Don't worry (too much) about an October market crash</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\">\nDon't worry (too much) about an October market crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 10:14 GMT+8 <a href=https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to...</p>\n\n<a href=\"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/10/05/investing/october-stocks/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103782575","content_text":"New York (CNN Business) - October has often been a spooky month on Wall Street. Stocks famously crashed in October 1929, 1987 and, most recently, 2008.\nBut the marketisn't always a terrifying place to be just before Halloween. In fact,stocks typically go up in October.\nAccording to data from Ryan Detrick, chief market strategist at LPL Financial, October is just about in the middle of the pack: It has been the 7th best month for the S&P 500 since 1950 and the 4th best over the past 10 and 20 years.\n\"October is known for some spectacular crashes and many expect bad things to happen again this year,\" Detrick said in a report last week. \"But the truth is this month is simply misunderstood, as historically it is about an average month.\"\nAnd it could be better than average this October, because there are no potentially game-changing election results coming in November.\nSince 1999, the S&P 500 has gained 3.6% in odd-year Octobers and fallen 1.1% in even-numbered ones, corresponding to the US election schedule.\n\"It turns out stocks don't like politics much,\" Detrick said.\nMany risks remain but outlook still promising for stocks\nOf course DC headlines could still roil the market this year, albeit not because of an election.\nThe debt ceiling debate has yet to be resolved, and Congress still hasn't passed President Joe Biden's infrastructure and social spending plans. Meanwhile Biden also must soon decide whether he wants to nominate Jerome Powell for a second term as Fed chairman or pick someone else.\n\"The fourth quarter — like the conclusion of sporting events or Broadway plays — is where the drama lies,\" Louis Navellier, chairman of Navellier & Associates, said in a report last week.\nThat said, Navellier is hopeful the usual seasonal tailwinds for the markets and the broader economy will lift stocks this year.\nStocks tend to enjoy not just solid gains in October, but also for the remainder of the fourth quarter. Consumer spending surges during the holiday shopping season and businesses often look to boost investments before annual budgets run out.\nWith that in mind, some strategists think that investors will continue to focus on the positive when looking ahead to earnings for Q4 and 2022.\nYes, worries remain about Covid-19, Fed policy, inflation, global shipping delays and numerous other economic warning signs.\nBut although this could create more volatility than usual in October and the rest of the fourth quarter, few expect that these challenges will lead to another recession. So the path of least resistance for stocks is still upward.\n\"Virtually all of these problems are showing tangible signs toward resolution,\" Robert Teeter, managing director at Silvercrest Asset Management, said in a report Monday, \"and should not inflict any long-term damage to stock valuations.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864806902,"gmtCreate":1633082277755,"gmtModify":1633082277825,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Good reminder and it’s time to shop.","listText":"Good reminder and it’s time to shop.","text":"Good reminder and it’s time to shop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864806902","repostId":"1185076130","repostType":4,"repost":{"id":"1185076130","pubTimestamp":1633044586,"share":"https://www.laohu8.com/m/news/1185076130?lang=&edition=full","pubTime":"2021-10-01 07:29","market":"us","language":"en","title":"Why September Shouldn't Make You Panic About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1185076130","media":"MarketWatch","summary":"Key Points\n\nThursday was a weak day for the stock market, marking an end to a particularly bad Septe","content":"<p>Key Points</p>\n<ul>\n <li>Thursday was a weak day for the stock market, marking an end to a particularly bad September.</li>\n <li>Despite short-term losses, the downturn hasn't taken stocks very far from their highs.</li>\n <li>A long-term horizon gives you the ability to weather short-term moves like these.</li>\n</ul>\n<p></p>\n<p>Thursday was another bad day on Wall Street, as investors tried and failed to mount a convincing advance early in the day. Fears circled around a number of issues affecting the stock market, including inflation, immense liquidity in the monetary system, the COVID-19 pandemic, and a general concern about lurking traps that might not yet even be known.</p>\n<p>Losses for the month for the<b>Dow Jones Industrial Average</b>(DJINDICES:^DJI),<b>S&P 500</b>(SNPINDEX:^GSPC), and<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)were substantial, ranging from 4% to 5%.</p>\n<table>\n <thead>\n <tr>\n <th><p><b>Index</b></p></th>\n <th><p><b>Daily Percentage Change</b></p></th>\n <th><p><b>Daily Point Change</b></p></th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td><p>Dow</p></td>\n <td><p>(1.59%)</p></td>\n <td><p>(547)</p></td>\n </tr>\n <tr>\n <td><p>S&P 500</p></td>\n <td><p>(1.19%)</p></td>\n <td><p>(52)</p></td>\n </tr>\n <tr>\n <td><p>Nasdaq</p></td>\n <td><p>(0.44%)</p></td>\n <td><p>(64)</p></td>\n </tr>\n </tbody>\n</table>\n<p>DATA SOURCE: YAHOO! FINANCE.</p>\n<p>It's been a while sinceinvestors had to deal with a sizable market pullback. Yet even though the month of October has traditionally been a scary one for investors, there are ample reasons not to panic about the stock market's long-term prospects. Below, we'll take a closer look at the market's performance to try to put the losses for the day and the month in perspective.</p>\n<p>IMAGE SOURCE: GETTY IMAGES.</p>\n<p>When you're going through stock market corrections in real time, it's easy to get fixated on the short-term impacts. For instance, the following statements make compelling headlines -- and they're absolutely true:</p>\n<ul>\n <li>Dow drops 1,000 points in three sessions</li>\n <li>S&P 500 loses more than 200 points in September</li>\n <li>Nasdaq is down almost 600 points just this week</li>\n</ul>\n<p>But before you draw the wrong conclusion from those true statements, you should bear in mind that I chose them for maximum impact. If you focus on other statements that are also true, you might well come away with a completely different attitude about the market.</p>\n<p>For example, even with all the declines that we've seen lately, major market benchmarks have only given up about two months' worth of gains. Where we ended the month of September is still above the lows that the stock market set in mid-July. The S&P 500 actually finished the third quarter<i>up</i>from where it closed at the end of June.</p>\n<p>Push back the calendar a little further, and you'll see even more encouraging news. The Dow, the S&P, and the Nasdaq are all still up double-digit percentages for 2021. The S&P has climbed almost 15% -- and that's<i>before</i>you add in the dividend income that its constituent stocks have paid to shareholders.</p>\n<p>And when you take a multiyear look, you'll see that even when you include the impact of the coronavirus bear market in early 2020, the returns forstock market indexesover the past seven quarters have been solid. The Dow's 19% rise over that time frame matches the long-term performance of the index, but gains of 33% for the S&P 500 and 61% for the Nasdaq are exceptional.</p>\n<p>Perhaps the most compelling reason not to panic about the pullback thus far is that it hasn't really caused any significant damage. Despite the headlines, major market benchmarks are only down around 5% to 6% from their all-time highs. Put another way, it's taken just about all the negative sentiment the market could muster just to get Wall Street to go through what most people consider a minor correction.</p>\n<p>Yes, it's always possible that the declines of the market in September could prove to be just the beginning of a more extensive downward move in the months to come. But long-term investors should always be prepared for market downturns -- while remaining confident in the eventual recovery that has followed those downturns without fail.</p>\n<p></p>","source":"market_watch","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>Why September Shouldn't Make You Panic About the Stock Market</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\">\nWhy September Shouldn't Make You Panic About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-01 07:29 GMT+8 <a href=https://www.fool.com/investing/2021/09/30/why-september-shouldnt-make-you-panic-stock-market/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThursday was a weak day for the stock market, marking an end to a particularly bad September.\nDespite short-term losses, the downturn hasn't taken stocks very far from their highs.\nA long-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/30/why-september-shouldnt-make-you-panic-stock-market/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2021/09/30/why-september-shouldnt-make-you-panic-stock-market/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1185076130","content_text":"Key Points\n\nThursday was a weak day for the stock market, marking an end to a particularly bad September.\nDespite short-term losses, the downturn hasn't taken stocks very far from their highs.\nA long-term horizon gives you the ability to weather short-term moves like these.\n\n\nThursday was another bad day on Wall Street, as investors tried and failed to mount a convincing advance early in the day. Fears circled around a number of issues affecting the stock market, including inflation, immense liquidity in the monetary system, the COVID-19 pandemic, and a general concern about lurking traps that might not yet even be known.\nLosses for the month for theDow Jones Industrial Average(DJINDICES:^DJI),S&P 500(SNPINDEX:^GSPC), andNasdaq Composite(NASDAQINDEX:^IXIC)were substantial, ranging from 4% to 5%.\n\n\n\nIndex\nDaily Percentage Change\nDaily Point Change\n\n\n\n\nDow\n(1.59%)\n(547)\n\n\nS&P 500\n(1.19%)\n(52)\n\n\nNasdaq\n(0.44%)\n(64)\n\n\n\nDATA SOURCE: YAHOO! FINANCE.\nIt's been a while sinceinvestors had to deal with a sizable market pullback. Yet even though the month of October has traditionally been a scary one for investors, there are ample reasons not to panic about the stock market's long-term prospects. Below, we'll take a closer look at the market's performance to try to put the losses for the day and the month in perspective.\nIMAGE SOURCE: GETTY IMAGES.\nWhen you're going through stock market corrections in real time, it's easy to get fixated on the short-term impacts. For instance, the following statements make compelling headlines -- and they're absolutely true:\n\nDow drops 1,000 points in three sessions\nS&P 500 loses more than 200 points in September\nNasdaq is down almost 600 points just this week\n\nBut before you draw the wrong conclusion from those true statements, you should bear in mind that I chose them for maximum impact. If you focus on other statements that are also true, you might well come away with a completely different attitude about the market.\nFor example, even with all the declines that we've seen lately, major market benchmarks have only given up about two months' worth of gains. Where we ended the month of September is still above the lows that the stock market set in mid-July. The S&P 500 actually finished the third quarterupfrom where it closed at the end of June.\nPush back the calendar a little further, and you'll see even more encouraging news. The Dow, the S&P, and the Nasdaq are all still up double-digit percentages for 2021. The S&P has climbed almost 15% -- and that'sbeforeyou add in the dividend income that its constituent stocks have paid to shareholders.\nAnd when you take a multiyear look, you'll see that even when you include the impact of the coronavirus bear market in early 2020, the returns forstock market indexesover the past seven quarters have been solid. The Dow's 19% rise over that time frame matches the long-term performance of the index, but gains of 33% for the S&P 500 and 61% for the Nasdaq are exceptional.\nPerhaps the most compelling reason not to panic about the pullback thus far is that it hasn't really caused any significant damage. Despite the headlines, major market benchmarks are only down around 5% to 6% from their all-time highs. Put another way, it's taken just about all the negative sentiment the market could muster just to get Wall Street to go through what most people consider a minor correction.\nYes, it's always possible that the declines of the market in September could prove to be just the beginning of a more extensive downward move in the months to come. But long-term investors should always be prepared for market downturns -- while remaining confident in the eventual recovery that has followed those downturns without fail.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607838174,"gmtCreate":1639523445610,"gmtModify":1639523445743,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607838174","repostId":"1179453620","repostType":4,"repost":{"id":"1179453620","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639492308,"share":"https://www.laohu8.com/m/news/1179453620?lang=&edition=full","pubTime":"2021-12-14 22:31","market":"us","language":"en","title":"U.S.Stocks open lower after PPI reading as investors await Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1179453620","media":"Tiger Newspress","summary":"U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.","content":"<p>U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.96,S&P 500 down 0.7% at 4,635.65,Dow industrials down 98 points, or 0.3%.</p>\n<p>Tesla shares were among the biggest early droppers on the S&P 500, falling 2.1% premarket after CEO Elon Musk announced that that he has sold another $906.5 million in shares.</p>\n<p>Fellow automaker Ford also fell, down 1.7% following news that by 2030Toyotawould beinvesting $35 billion into battery-powered electronic vehicles, a space where Ford has sought to establish itself as a leader.</p>\n<p>Pfizer shares rose nearly 1% after final results of tests on its Covid drug showed it reduced hospitalizations and deaths by 89% in high-risk patients.</p>\n<p>Research from Goldman Sachs showed the S&P 500 is powered by five stocks that have accounted for 51% of its return since the end of April. Microsoft, Google, Apple, Nvidia and Tesla account for more than one-third of the S&P 500's 26% return this year, according to Goldman.</p>\n<p>Traders are awaiting a decision from the Fed on how quickly the central bank will tighten monetary policy amid a backdrop of fresh inflation numbers that reflected the fastest annual increase in nearly four decades. The Labor Department's Consumer Price Index (CPI) soared 6.8% in November compared to last year, according to figures published last week.</p>\n<p>The Federal Open Market Committee (FOMC) is scheduled to hold its two-day policy-setting meeting starting on Tuesday, followed by the release of the monetary policy statement and remarks from Federal Reserve Chair Jerome Powell Wednesday. An updated Summary of Economic Projections outlining individual members' outlooks for economic conditions and interest rates is set to accompany the statement.</p>\n<p>The Fed has been under pressure to control rising inflation levels, as investors watch for clues of a faster taper that could set the stage for earlier rate hikes.</p>\n<p>“Because inflation expectations do appear to be adaptive, our view is that the longer inflation stays elevated, the greater the risk that consumers adjust their behaviors in a way that contributes to persistently elevated inflation” wrote PIMCO economist Tiffany Wilding in a recent note to clients.</p>\n<p>“We believe the Fed will want to manage this risk by shortening the time over which it winds down its purchases of U.S. Treasuries and agency mortgage-backed securities (MBS), aiming to end the program in March 2022, while also signaling a June rate hike is likely,” said Wilding.</p>\n<p>PIMCO managing director and portfolio manager Sonali Pier also separately told Yahoo Finance Live that the firm expects to see two hikes in 2022, three hikes in 2023, and potentially four in 2024, with the Fed trying to bring the policy rate to neutral.</p>\n<p>“Amid proliferating signs of solid growth and a robust job market, various measures depict a deeply troubled economy,” wrote Oxford Economics senior economist Bob Schwartzin a new report. \"Households are downbeat, according to sentiment surveys, and the so-called 'misery index' that adds together inflation and unemployment hovers around recession levels.\"</p>\n<p>Markets await a trove of fresh economic data this week. November retail sales, out on Wednesday, are expected to rise by 0.8%, according to Bloomberg consensus estimates. And November housing starts are forecasted to see a month-over-month increase of 3.3%.</p>\n<p>Meanwhile, Morgan Stanley projects the U.S. unemployment rate will drop to 3% in 2022.</p>\n<p>\"It's stunning to see how much the rate has fallen in the last five months,” Morgan chief U.S. economist Michael Feroli told Yahoo Finance Live. “We expect that pace of decline to slow, but it doesn't take much to get below 4%, even with a tick up in the labor participation rate which has been depressed over the last year and a half.\"</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>U.S.Stocks open lower after PPI reading as investors await Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S.Stocks open lower after PPI reading as investors await Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-14 22:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.96,S&P 500 down 0.7% at 4,635.65,Dow industrials down 98 points, or 0.3%.</p>\n<p>Tesla shares were among the biggest early droppers on the S&P 500, falling 2.1% premarket after CEO Elon Musk announced that that he has sold another $906.5 million in shares.</p>\n<p>Fellow automaker Ford also fell, down 1.7% following news that by 2030Toyotawould beinvesting $35 billion into battery-powered electronic vehicles, a space where Ford has sought to establish itself as a leader.</p>\n<p>Pfizer shares rose nearly 1% after final results of tests on its Covid drug showed it reduced hospitalizations and deaths by 89% in high-risk patients.</p>\n<p>Research from Goldman Sachs showed the S&P 500 is powered by five stocks that have accounted for 51% of its return since the end of April. Microsoft, Google, Apple, Nvidia and Tesla account for more than one-third of the S&P 500's 26% return this year, according to Goldman.</p>\n<p>Traders are awaiting a decision from the Fed on how quickly the central bank will tighten monetary policy amid a backdrop of fresh inflation numbers that reflected the fastest annual increase in nearly four decades. The Labor Department's Consumer Price Index (CPI) soared 6.8% in November compared to last year, according to figures published last week.</p>\n<p>The Federal Open Market Committee (FOMC) is scheduled to hold its two-day policy-setting meeting starting on Tuesday, followed by the release of the monetary policy statement and remarks from Federal Reserve Chair Jerome Powell Wednesday. An updated Summary of Economic Projections outlining individual members' outlooks for economic conditions and interest rates is set to accompany the statement.</p>\n<p>The Fed has been under pressure to control rising inflation levels, as investors watch for clues of a faster taper that could set the stage for earlier rate hikes.</p>\n<p>“Because inflation expectations do appear to be adaptive, our view is that the longer inflation stays elevated, the greater the risk that consumers adjust their behaviors in a way that contributes to persistently elevated inflation” wrote PIMCO economist Tiffany Wilding in a recent note to clients.</p>\n<p>“We believe the Fed will want to manage this risk by shortening the time over which it winds down its purchases of U.S. Treasuries and agency mortgage-backed securities (MBS), aiming to end the program in March 2022, while also signaling a June rate hike is likely,” said Wilding.</p>\n<p>PIMCO managing director and portfolio manager Sonali Pier also separately told Yahoo Finance Live that the firm expects to see two hikes in 2022, three hikes in 2023, and potentially four in 2024, with the Fed trying to bring the policy rate to neutral.</p>\n<p>“Amid proliferating signs of solid growth and a robust job market, various measures depict a deeply troubled economy,” wrote Oxford Economics senior economist Bob Schwartzin a new report. \"Households are downbeat, according to sentiment surveys, and the so-called 'misery index' that adds together inflation and unemployment hovers around recession levels.\"</p>\n<p>Markets await a trove of fresh economic data this week. November retail sales, out on Wednesday, are expected to rise by 0.8%, according to Bloomberg consensus estimates. And November housing starts are forecasted to see a month-over-month increase of 3.3%.</p>\n<p>Meanwhile, Morgan Stanley projects the U.S. unemployment rate will drop to 3% in 2022.</p>\n<p>\"It's stunning to see how much the rate has fallen in the last five months,” Morgan chief U.S. economist Michael Feroli told Yahoo Finance Live. “We expect that pace of decline to slow, but it doesn't take much to get below 4%, even with a tick up in the labor participation rate which has been depressed over the last year and a half.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179453620","content_text":"U.S.Stocks open lower after PPI reading as investors await Fed,Nasdaq Composite down 1.2% at 15,229.96,S&P 500 down 0.7% at 4,635.65,Dow industrials down 98 points, or 0.3%.\nTesla shares were among the biggest early droppers on the S&P 500, falling 2.1% premarket after CEO Elon Musk announced that that he has sold another $906.5 million in shares.\nFellow automaker Ford also fell, down 1.7% following news that by 2030Toyotawould beinvesting $35 billion into battery-powered electronic vehicles, a space where Ford has sought to establish itself as a leader.\nPfizer shares rose nearly 1% after final results of tests on its Covid drug showed it reduced hospitalizations and deaths by 89% in high-risk patients.\nResearch from Goldman Sachs showed the S&P 500 is powered by five stocks that have accounted for 51% of its return since the end of April. Microsoft, Google, Apple, Nvidia and Tesla account for more than one-third of the S&P 500's 26% return this year, according to Goldman.\nTraders are awaiting a decision from the Fed on how quickly the central bank will tighten monetary policy amid a backdrop of fresh inflation numbers that reflected the fastest annual increase in nearly four decades. The Labor Department's Consumer Price Index (CPI) soared 6.8% in November compared to last year, according to figures published last week.\nThe Federal Open Market Committee (FOMC) is scheduled to hold its two-day policy-setting meeting starting on Tuesday, followed by the release of the monetary policy statement and remarks from Federal Reserve Chair Jerome Powell Wednesday. An updated Summary of Economic Projections outlining individual members' outlooks for economic conditions and interest rates is set to accompany the statement.\nThe Fed has been under pressure to control rising inflation levels, as investors watch for clues of a faster taper that could set the stage for earlier rate hikes.\n“Because inflation expectations do appear to be adaptive, our view is that the longer inflation stays elevated, the greater the risk that consumers adjust their behaviors in a way that contributes to persistently elevated inflation” wrote PIMCO economist Tiffany Wilding in a recent note to clients.\n“We believe the Fed will want to manage this risk by shortening the time over which it winds down its purchases of U.S. Treasuries and agency mortgage-backed securities (MBS), aiming to end the program in March 2022, while also signaling a June rate hike is likely,” said Wilding.\nPIMCO managing director and portfolio manager Sonali Pier also separately told Yahoo Finance Live that the firm expects to see two hikes in 2022, three hikes in 2023, and potentially four in 2024, with the Fed trying to bring the policy rate to neutral.\n“Amid proliferating signs of solid growth and a robust job market, various measures depict a deeply troubled economy,” wrote Oxford Economics senior economist Bob Schwartzin a new report. \"Households are downbeat, according to sentiment surveys, and the so-called 'misery index' that adds together inflation and unemployment hovers around recession levels.\"\nMarkets await a trove of fresh economic data this week. November retail sales, out on Wednesday, are expected to rise by 0.8%, according to Bloomberg consensus estimates. And November housing starts are forecasted to see a month-over-month increase of 3.3%.\nMeanwhile, Morgan Stanley projects the U.S. unemployment rate will drop to 3% in 2022.\n\"It's stunning to see how much the rate has fallen in the last five months,” Morgan chief U.S. economist Michael Feroli told Yahoo Finance Live. “We expect that pace of decline to slow, but it doesn't take much to get below 4%, even with a tick up in the labor participation rate which has been depressed over the last year and a half.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602976465,"gmtCreate":1638965798907,"gmtModify":1638965798996,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Why didn’t the author write and post this article on 7 Dec? 😂","listText":"Why didn’t the author write and post this article on 7 Dec? 😂","text":"Why didn’t the author write and post this article on 7 Dec? 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602976465","repostId":"1119697932","repostType":4,"repost":{"id":"1119697932","pubTimestamp":1638948374,"share":"https://www.laohu8.com/m/news/1119697932?lang=&edition=full","pubTime":"2021-12-08 15:26","market":"us","language":"en","title":"The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.","url":"https://stock-news.laohu8.com/highlight/detail?id=1119697932","media":"Barrons","summary":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for ","content":"<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.</p>\n<p>There’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta Platforms (FB),Amazon.com (AMZN),Netflix (NFLX),Alphabet (GOOGL),Microsoft (MSFT), and Tesla (TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.</p>\n<p>Less money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.</p>\n<p>But it’s far from certain that the pain for Big Tech stocks is over.</p>\n<p>The Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.</p>\n<p>Its data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.</p>\n<p>The problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.</p>\n<p>A separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&P 500’s by so much recently that its total market cap is now the highest portion of the S&P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.</p>\n<p>Before that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.</p>\n<p>A poor performance by Big Tech could drag the S&P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.</p>\n<p>That is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&P 500 should fall about 8% from its current level, the bank’s data show.</p>\n<p>One positive is that the S&P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.</p>\n<p>That is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.</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>The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.</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\">\nThe Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-08 15:26 GMT+8 <a href=https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta ...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2\">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","GOOGL":"谷歌A","NFLX":"奈飞",".DJI":"道琼斯","MSFT":"微软","AAPL":"苹果",".IXIC":"NASDAQ Composite","AMZN":"亚马逊",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119697932","content_text":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta Platforms (FB),Amazon.com (AMZN),Netflix (NFLX),Alphabet (GOOGL),Microsoft (MSFT), and Tesla (TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.\nLess money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.\nBut it’s far from certain that the pain for Big Tech stocks is over.\nThe Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.\nIts data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.\nThe problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.\nA separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&P 500’s by so much recently that its total market cap is now the highest portion of the S&P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.\nBefore that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.\nA poor performance by Big Tech could drag the S&P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.\nThat is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&P 500 should fall about 8% from its current level, the bank’s data show.\nOne positive is that the S&P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.\nThat is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878255233,"gmtCreate":1637200216219,"gmtModify":1637200216304,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"2021 & beyond: Metaverse ","listText":"2021 & beyond: Metaverse ","text":"2021 & beyond: Metaverse","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878255233","repostId":"2184764854","repostType":4,"repost":{"id":"2184764854","pubTimestamp":1637190508,"share":"https://www.laohu8.com/m/news/2184764854?lang=&edition=full","pubTime":"2021-11-18 07:08","market":"us","language":"en","title":"Nvidia forecasts upbeat revenue on metaverse hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=2184764854","media":"CNA","summary":"Nvidia Corp forecast fourth-quarter revenue above analysts' expectations on Wednesday, betting on growth in its data center business as more internet companies set out to invest in artificial intelligence and metaverse.The online realm that uses augmented and virtual reality to help users interact has captured more attention after Facebook, now renamed Meta, said it would boost capital expenditure and shift focus from its social media business.The move will be a big boost for Nvidia, the world's","content":"<p>Nvidia Corp forecast fourth-quarter revenue above analysts' expectations on Wednesday, betting on growth in its data center business as more internet companies set out to invest in artificial intelligence and metaverse.</p>\n<p>The online realm that uses augmented and virtual reality to help users interact has captured more attention after Facebook, now renamed Meta, said it would boost capital expenditure and shift focus from its social media business.</p>\n<p>The move will be a big boost for Nvidia, the world's biggest maker of graphics and AI chips, as metaverse applications would need more computing power and drive demand for chips.</p>\n<p>The company last month released Omniverse Enterprise, which will start at US$9,000 per year, to build powerful computing systems with its chips for corporate customers.</p>\n<p>\"We showed what is possible when we can jump into virtual worlds. ... This is the tip of the iceberg of what's to come,\" Nvidia's chief executive, Jensen Huang, said in a statement on Wednesday.</p>\n<p>Nvidia expects current-quarter revenue of US$7.40 billion, plus or minus 2per cent, above analysts' average estimate of US$6.86 billion, according to IBES data from Refinitiv.</p>\n<p>The company's shares were up nearly 5% in extended trading, after more than doubling this year.</p>\n<p><img src=\"https://static.tigerbbs.com/fabaeec8e31b15f4f1e88a4eec7fa9a0\" tg-width=\"872\" tg-height=\"595\" width=\"100%\" height=\"auto\"></p>\n<p>The company has so far avoided major supply chain problems despite a global chip crunch, but supply chain costs are rising. It said Wednesday that outstanding inventory purchase and long-term supply obligations were US$6.90 billion, up from US$2.57 billion a year earlier and up from US$4.79 billion in the prior quarter.</p>\n<p>A day after British regulators said 6 they were launching an in-depth probe of Nvidia's proposed acquisition of chip technology supplier Arm Ltd, Nvidia disclosed the deal was also under scrutiny in the United States.</p>\n<p>\"Regulators at the US Federal Trade Commission (FTC) have expressed concerns regarding the transaction, and we are engaged in discussions with the FTC regarding remedies to address those concerns,\" Nvidia said in a statement.</p>\n<p>For the reported third quarter, revenue in Nvidia's gaming unit rose 42per cent to US$3.22 billion and data centers surged 55per cent to US$2.94 billion.</p>\n<p>Analysts had expected US$3.13 billion and US$2.75 billion for gaming and data centers, respectively, according to FactSet.</p>\n<p>Overall, revenue rose about 50per cent to US$7.10 billion for the three months ended Oct. 31, above the average estimate of US$6.83 billion, according to IBES data from Refinitiv.</p>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia forecasts upbeat revenue on metaverse hopes</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\">\nNvidia forecasts upbeat revenue on metaverse hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 07:08 GMT+8 <a href=https://www.channelnewsasia.com/business/nvidia-forecasts-upbeat-revenue-metaverse-hopes-2321256><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp forecast fourth-quarter revenue above analysts' expectations on Wednesday, betting on growth in its data center business as more internet companies set out to invest in artificial ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/nvidia-forecasts-upbeat-revenue-metaverse-hopes-2321256\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.channelnewsasia.com/business/nvidia-forecasts-upbeat-revenue-metaverse-hopes-2321256","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184764854","content_text":"Nvidia Corp forecast fourth-quarter revenue above analysts' expectations on Wednesday, betting on growth in its data center business as more internet companies set out to invest in artificial intelligence and metaverse.\nThe online realm that uses augmented and virtual reality to help users interact has captured more attention after Facebook, now renamed Meta, said it would boost capital expenditure and shift focus from its social media business.\nThe move will be a big boost for Nvidia, the world's biggest maker of graphics and AI chips, as metaverse applications would need more computing power and drive demand for chips.\nThe company last month released Omniverse Enterprise, which will start at US$9,000 per year, to build powerful computing systems with its chips for corporate customers.\n\"We showed what is possible when we can jump into virtual worlds. ... This is the tip of the iceberg of what's to come,\" Nvidia's chief executive, Jensen Huang, said in a statement on Wednesday.\nNvidia expects current-quarter revenue of US$7.40 billion, plus or minus 2per cent, above analysts' average estimate of US$6.86 billion, according to IBES data from Refinitiv.\nThe company's shares were up nearly 5% in extended trading, after more than doubling this year.\n\nThe company has so far avoided major supply chain problems despite a global chip crunch, but supply chain costs are rising. It said Wednesday that outstanding inventory purchase and long-term supply obligations were US$6.90 billion, up from US$2.57 billion a year earlier and up from US$4.79 billion in the prior quarter.\nA day after British regulators said 6 they were launching an in-depth probe of Nvidia's proposed acquisition of chip technology supplier Arm Ltd, Nvidia disclosed the deal was also under scrutiny in the United States.\n\"Regulators at the US Federal Trade Commission (FTC) have expressed concerns regarding the transaction, and we are engaged in discussions with the FTC regarding remedies to address those concerns,\" Nvidia said in a statement.\nFor the reported third quarter, revenue in Nvidia's gaming unit rose 42per cent to US$3.22 billion and data centers surged 55per cent to US$2.94 billion.\nAnalysts had expected US$3.13 billion and US$2.75 billion for gaming and data centers, respectively, according to FactSet.\nOverall, revenue rose about 50per cent to US$7.10 billion for the three months ended Oct. 31, above the average estimate of US$6.83 billion, according to IBES data from Refinitiv.","news_type":1},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852007385,"gmtCreate":1635219534996,"gmtModify":1635219535150,"author":{"id":"4094906971334360","authorId":"4094906971334360","name":"henglaw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094906971334360","authorIdStr":"4094906971334360"},"themes":[],"htmlText":"Rally on!","listText":"Rally on!","text":"Rally on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852007385","repostId":"1182426097","repostType":4,"repost":{"id":"1182426097","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":1635202960,"share":"https://www.laohu8.com/m/news/1182426097?lang=&edition=full","pubTime":"2021-10-26 07:02","market":"us","language":"en","title":"Dow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1182426097","media":"Reuters","summary":"NEW YORK - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.While the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.Tesla Inc jumped 12.66% to its own new high of $1,045.02 and breached ","content":"<p>NEW YORK (Reuters) - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.</p>\n<p>While the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.</p>\n<p>Tesla Inc jumped 12.66% to its own new high of $1,045.02 and breached $1 trillion in market capitalization, after car rental firm Hertz placed an order for 100,000 Tesla cars, while Morgan Stanley raised its price target on the stock to $1,200 from $900 per share.</p>\n<p>“Tesla, there is a lot of the chatter out there today and Hertz placing a big order has created some excitement,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p>\n<p>Tesla, which has risen in nine of the past ten sessions and is up more than 28% for the month, provided the biggest boost to the S&P 500 and the Nasdaq. Also helping to lift the two indexes was PayPal Inc, which gained 2.70% after the payments company scrapped plans to buy the digital pinboard site Pinterest Inc for as much as $45 billion. Shares of Pinterest slumped 12.71%.</p>\n<p>The Dow Jones Industrial Average rose 64.13 points, or 0.18%, to 35,741.15, the S&P 500 gained 21.58 points, or 0.47%, to 4,566.48 and the Nasdaq Composite added 136.51 points, or 0.9%, to 15,226.71.</p>\n<p>U.S. President Joe Biden on Monday held out hope for an agreement on his major spending plans before attending a climate summit in Scotland, while the White House said Democratic negotiators were closing in on a deal.</p>\n<p>The majority of the 11 major S&P sectors advanced, with energy and consumer discretionary shares the best performing, as energy names received a boost from another rise in oil prices to multiyear highs on tight supply.</p>\n<p>Shares of Facebook Inc were up 1.26% ahead of its quarterly results. Investor fears that like Snap Inc, the social media giant’s ad revenue could face the brunt of Apple Inc’s privacy changes appeared warranted as the social media company warned the rules would weigh on its digital business in the fourth quarter when it reported results after the closing bell. Its shares rose more than 1% in extended trade in choppy trading.</p>\n<p>Other mega-cap names scheduled to report this week include Apple, Microsoft Corp and Google parent Alphabet Inc.</p>\n<p>This week, 165 components of the S&P 500 are expected to post quarterly results, according to Refinitiv data. Analysts expect earnings at S&P 500 companies to grow 34.8% year-on-year for the third quarter.</p>\n<p>Investors are also assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures to sustain growth. Of the 119 companies in the S&P 500 that have reported earnings through Monday morning, 83.2% have topped analysts’ expectations.</p>\n<p>“We are obviously in the heart of earnings season here, and that is a lot of what is going on and earnings are coming in better than expected and there was real fear we would see some bad earnings reports because of supply-chain issues and reduced outlooks, again because of supply-chain issues. So far, so good,” said Ghriskey.</p>\n<p>Shares of Kimberley-Clark declined 2.20% after the Huggies diaper maker cut its 2021 profit outlook due to higher input cost inflation.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 78 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 161 new highs and 87 new lows.</p>\n<p>Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.41 billion average for the full session over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation</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\">\nDow, S&P Close at Record Highs, Tesla Hits $1 Trillion Valuation\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\">2021-10-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK (Reuters) - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.</p>\n<p>While the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.</p>\n<p>Tesla Inc jumped 12.66% to its own new high of $1,045.02 and breached $1 trillion in market capitalization, after car rental firm Hertz placed an order for 100,000 Tesla cars, while Morgan Stanley raised its price target on the stock to $1,200 from $900 per share.</p>\n<p>“Tesla, there is a lot of the chatter out there today and Hertz placing a big order has created some excitement,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.</p>\n<p>Tesla, which has risen in nine of the past ten sessions and is up more than 28% for the month, provided the biggest boost to the S&P 500 and the Nasdaq. Also helping to lift the two indexes was PayPal Inc, which gained 2.70% after the payments company scrapped plans to buy the digital pinboard site Pinterest Inc for as much as $45 billion. Shares of Pinterest slumped 12.71%.</p>\n<p>The Dow Jones Industrial Average rose 64.13 points, or 0.18%, to 35,741.15, the S&P 500 gained 21.58 points, or 0.47%, to 4,566.48 and the Nasdaq Composite added 136.51 points, or 0.9%, to 15,226.71.</p>\n<p>U.S. President Joe Biden on Monday held out hope for an agreement on his major spending plans before attending a climate summit in Scotland, while the White House said Democratic negotiators were closing in on a deal.</p>\n<p>The majority of the 11 major S&P sectors advanced, with energy and consumer discretionary shares the best performing, as energy names received a boost from another rise in oil prices to multiyear highs on tight supply.</p>\n<p>Shares of Facebook Inc were up 1.26% ahead of its quarterly results. Investor fears that like Snap Inc, the social media giant’s ad revenue could face the brunt of Apple Inc’s privacy changes appeared warranted as the social media company warned the rules would weigh on its digital business in the fourth quarter when it reported results after the closing bell. Its shares rose more than 1% in extended trade in choppy trading.</p>\n<p>Other mega-cap names scheduled to report this week include Apple, Microsoft Corp and Google parent Alphabet Inc.</p>\n<p>This week, 165 components of the S&P 500 are expected to post quarterly results, according to Refinitiv data. Analysts expect earnings at S&P 500 companies to grow 34.8% year-on-year for the third quarter.</p>\n<p>Investors are also assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures to sustain growth. Of the 119 companies in the S&P 500 that have reported earnings through Monday morning, 83.2% have topped analysts’ expectations.</p>\n<p>“We are obviously in the heart of earnings season here, and that is a lot of what is going on and earnings are coming in better than expected and there was real fear we would see some bad earnings reports because of supply-chain issues and reduced outlooks, again because of supply-chain issues. So far, so good,” said Ghriskey.</p>\n<p>Shares of Kimberley-Clark declined 2.20% after the Huggies diaper maker cut its 2021 profit outlook due to higher input cost inflation.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored advancers.</p>\n<p>The S&P 500 posted 78 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 161 new highs and 87 new lows.</p>\n<p>Volume on U.S. exchanges was 10.89 billion shares, compared with the 10.41 billion average for the full session over the last 20 trading days.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182426097","content_text":"NEW YORK (Reuters) - The Dow Industrials and S&P 500 closed at record highs on Monday, as earnings season kicked in to high gear in one of the heaviest reporting weeks of the quarter with bellwethers in multiple sectors poised to announce results.\nWhile the Dow and S&P hit new highs, the Nasdaq outperformed on the day, buoyed by gains in Tesla and PayPal, and the tech-heavy index stands less than 1% away from its Sept. 7 closing record.\nTesla Inc jumped 12.66% to its own new high of $1,045.02 and breached $1 trillion in market capitalization, after car rental firm Hertz placed an order for 100,000 Tesla cars, while Morgan Stanley raised its price target on the stock to $1,200 from $900 per share.\n“Tesla, there is a lot of the chatter out there today and Hertz placing a big order has created some excitement,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York.\nTesla, which has risen in nine of the past ten sessions and is up more than 28% for the month, provided the biggest boost to the S&P 500 and the Nasdaq. Also helping to lift the two indexes was PayPal Inc, which gained 2.70% after the payments company scrapped plans to buy the digital pinboard site Pinterest Inc for as much as $45 billion. Shares of Pinterest slumped 12.71%.\nThe Dow Jones Industrial Average rose 64.13 points, or 0.18%, to 35,741.15, the S&P 500 gained 21.58 points, or 0.47%, to 4,566.48 and the Nasdaq Composite added 136.51 points, or 0.9%, to 15,226.71.\nU.S. President Joe Biden on Monday held out hope for an agreement on his major spending plans before attending a climate summit in Scotland, while the White House said Democratic negotiators were closing in on a deal.\nThe majority of the 11 major S&P sectors advanced, with energy and consumer discretionary shares the best performing, as energy names received a boost from another rise in oil prices to multiyear highs on tight supply.\nShares of Facebook Inc were up 1.26% ahead of its quarterly results. Investor fears that like Snap Inc, the social media giant’s ad revenue could face the brunt of Apple Inc’s privacy changes appeared warranted as the social media company warned the rules would weigh on its digital business in the fourth quarter when it reported results after the closing bell. Its shares rose more than 1% in extended trade in choppy trading.\nOther mega-cap names scheduled to report this week include Apple, Microsoft Corp and Google parent Alphabet Inc.\nThis week, 165 components of the S&P 500 are expected to post quarterly results, according to Refinitiv data. Analysts expect earnings at S&P 500 companies to grow 34.8% year-on-year for the third quarter.\nInvestors are also assessing how companies are navigating supply-chain bottlenecks, labor shortages and inflationary pressures to sustain growth. Of the 119 companies in the S&P 500 that have reported earnings through Monday morning, 83.2% have topped analysts’ expectations.\n“We are obviously in the heart of earnings season here, and that is a lot of what is going on and earnings are coming in better than expected and there was real fear we would see some bad earnings reports because of supply-chain issues and reduced outlooks, again because of supply-chain issues. So far, so good,” said Ghriskey.\nShares of Kimberley-Clark declined 2.20% after the Huggies diaper maker cut its 2021 profit outlook due to higher input cost inflation.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.91-to-1 ratio; on Nasdaq, a 1.76-to-1 ratio favored advancers.\nThe S&P 500 posted 78 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 161 new highs and 87 new lows.\nVolume on U.S. exchanges was 10.89 billion shares, compared with the 10.41 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}